RITA ALLEN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
RITA ALLEN FOUNDATION (EIN 13-6116429)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-26
IRS object ID
202322999349100927
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-26T17:23:13-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136116429EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH CHRISTOPHERSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6096838010PhoneNum
Signature2023-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastCHRISTOPHERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER PETERMANNPreparerPersonNm
PTINP00097440PTIN
Phone2122862600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$175,627,317FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$458,875InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$458,875InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,651,225DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,246,608DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,885,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$45,364,844GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,137,555CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$617,817OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$197,512OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$7,613,238TotalRevAndExpnssAmt
Total Net Invst Incm$8,040,550TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$880,381CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$880,381CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$505,295OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$505,295OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$359,266PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$359,266PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,372LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,372LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$72,215AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$72,215AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,176,268OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,129,696OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,779OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$13,728InterestNetInvstIncmAmt
Taxes Rev And Expnss$179,176TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50,041TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$114,907OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$114,907OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$40,106TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$40,106TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$303PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$303PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$585,164OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$439,271OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$584,757OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,917,453TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,632,736TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,565,381TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,330,612ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,330,612ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,248,065TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,632,736TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,895,993TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,634,827ExcessRevenueOverExpensesAmt
Net Investment Income$6,407,814NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,482CashBOYAmt
Cash EOY$55,020CashEOYAmt
Cash EOYFMV$55,020CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,713,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,184,314SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,184,314SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,015,930USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,015,930USGovtObligationsEOYFMVAmt
Corporate Stock BOY$88,917,988CorporateStockBOYAmt
Corporate Stock EOY$65,376,617CorporateStockEOYAmt
Corporate Stock EOYFMV$65,376,617CorporateStockEOYFMVAmt
Other Investments BOY$115,351,185OtherInvestmentsBOYAmt
Other Investments EOY$99,989,383OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,989,383OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,053OtherAssetsBOYAmt
Other Assets EOY$6,053OtherAssetsEOYAmt
Other Assets EOYFMV$6,053OtherAssetsEOYFMVAmt
Total Assets BOY$219,012,203TotalAssetsBOYAmt
Total Assets EOY$175,627,317TotalAssetsEOYAmt
Total Assets EOYFMV$175,627,317TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$215,251,134NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$171,852,301NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$3,761,069DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$3,775,016DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$219,012,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$175,627,317TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$219,012,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$175,627,317TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$219,012,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,634,827ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$215,377,376SubtotalAmt
Other Decreases$39,750,059OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$175,627,317TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$35,767,238$32,289,731$3,477,507$3,477,507
INDIA ACORN FUND CAYMAN LTD$1,852,637$924,605$928,032$928,032P
COLCHIS INCOME FUND, LTD.$808,889$668,001$140,888$140,888P
YORK CREDIT OPPORTUNITIES$80,883$138,525-$57,642-$57,642P
BIRCH GROVE CREDIT STRATEGIES FUND LTD$1,000,000$802,430$197,570$197,570P
FUNDSMITH EQUITY FUND, L.P.$287,151$287,151P
DALTON INVESTMENTS TRUST - SERIES B-$309,490-$309,490P
MGG SF EVERGREEN UNLEVERED FUND LP$40,913$40,913P
NEW GENERATION TURNAROUND FUND (DELAWARE) L.P.$140,706$140,706P
GQG PARTNERS INTERNATIONAL EQUITY FUND$40,996$40,996P
WARBURG PINCUS PRIVATE EQUITY XII$48,849$48,849P
WARBURG PINCUS PRIVATE EQUITY XII (FT-2), L.P.$50$50P
WARBURG PINCUS PRIVATE EQUITY XII, L.P.$414,930$414,930P
ECHO STREET GOODCO SELECT II LP-$3,590-$3,590P
KABOUTER INTERNATIONAL INSIGHT FUND, LLC-$130,907-$130,907P
WARBURG PINCUS GLOBAL GROWTH, L.P.$8,233$8,233P
WARBURG PINCUS GLOBAL GROWTH (E&P)-2, L.P.-$15-$15P
THE OVERLOOK PARTNERS FUND, L.P.-$56,560-$56,560P
FORESITE CAPITAL FUND V, LP-$517-$517P
FORESITE CAPITAL OPPORTUNITY FUND V, LP$1,869$1,869P
OWLS NEST PARTNERS LONG ONLY FUND, LP-$31,400-$31,400P
FORESITE CAPITAL FUND VI, L.P.-$18-$18P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,137,555CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$89,069InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$89,069SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$89,069TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$182,033EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$212,033TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$122,964OverpaymentAmt
Applied To ES Tax$122,964AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM F GADSDEN
PO BOX 116PRINCETONNJ085421116CHAIRPERSON OF THE BOARD2.00$7,000$0$0
ELIZABETH G CHRISTOPHERSON
PO BOX 116PRINCETONNJ085421116PRESIDENT & CEO40.00$515,516$81,787$0
KARI A WILLIAMS
PO BOX 116PRINCETONNJ085421116FINANCE, TREASURER27.00$169,100$39,749$0
KATHERINE BELYI
PO BOX 116PRINCETONNJ085421116SECRETARY/PRGMS & KNWL40.00$180,765$26,687$0
ANDREW K GOLDEN
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0
LANDON Y JONES
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0
RODNEY PRIESTLEY PHD
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$4,000$0$0
SAMUEL S-H WANG PHD
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$4,000$0$0
SIVAN HONG
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0
THE HONORABLE THOMAS H KEAN
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
RANDI CHMIELEWSKI
PO BOX 116PRINCETONNJ085421116COMMUNICATIONS & MAN40.00$120,881$20,476$0
FATU J BADIANE MARKEY
PO BOX 116PRINCETONNJ085421116SCIENCE PROGRAMS40.00$99,450$35,450$0
JANIE SCURTI
PO BOX 116PRINCETONNJ085421116EXECUTIVE ASSISTANT40.00$89,956$38,368$0
TAMIKA DAVIS
PO BOX 116PRINCETONNJ085421116PROGRAM ADMINISTRATI40.00$75,024$9,177$0
NANCY KOVACEVICH
PO BOX 116PRINCETONNJ085421116GRANTS ADMINISTRATIO20.00$52,443$7,342$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE COLONY GROUP LLC
201 WASHINGTON ST 11TH FLBOSTONMA02108INVESTMENT MANAGEMENT$560,587
BROWN ADVISORY MANAGEMENT LLC
901 S BOND STREET SUITE 400BALTIMOREMD21231INVESTMENT MANAGEMENT$263,311
ORGANIZATIONAL RESEARCH SERVICES INC
1100 OLIVE WAY SUITE 1350SEATTLEWA98101CONSULTANT$68,000
TIMOTHY ISGITT
368 MOUNTAIN VIEW AVESAN RAFAELCA94901CONSULTANT$51,450
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDLING:DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: SCHOLARS VIRTUAL AND IN-PERSON SYMPOSIA, PUBLICATIONS FOR THE FIELD, SCIENCE PHILANTHROPY ALLIANCE, HEALTH RESEARCH ALLIANCE) PAIN RESEARCH KNOWLEDGE AND FIELD BUILDING (EXAMPLES: PAIN SCHOLARS MEETINGS, PAIN RESEARCH FUNDING CALLS, PUBLICATIONS FOR THE FIELD)Description1Txt
Expenses1$51,436Expenses1Amt
Description2CIVIC SCIENCE AND PHILANTHROPY KNOWLEDGE AND FIELD BUILDING:CIVIC SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: CIVIC SCIENCE FELLOWS VIRTUAL AND IN-PERSON LABS AND CONVENINGS, PRACTICE AND SCIENCE OF CIVIC SCIENCE ADVISORY COMMITTEE, CIVIC SCIENCE FELLOWS PROGRAM ADMINISTRATION AND PARTNERSHIPS DEVELOPMENT, CIVIC SCIENCE HUB AND RESOURCES, RESEARCH AND PUBLICATIONS FOR THE FIE LD, CIVIC SCIENCE NEWSLETTER, SCIENCE IN SOCIETY FUNDER COLLABORATIVE, OPEN RESEARCH FUNDERS GROUP, TRANSFORMING EVIDENCE NETWORK) OTHER PHILANTHROPY KNOWLEDGE AND FIELD BUILDING (EXAMPLES: FUND FOR SHARED INSIGHT, MEDIA IMPACT FUNDERS, PHILANTHROPY FOR ACTIVE CIVICENGAGEMENT)Description2Txt
Expenses2$650,724Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$180,484,730AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,279,699AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$189,764,429TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$189,764,429AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,846,466CashDeemedCharitableAmt
Net Vl Noncharitable Assets$186,917,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,345,898MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,345,898MinimumInvestmentReturnAmt
Tax Based On Investment Income$89,069TaxBasedOnInvestmentIncomeAmt
Total Tax$89,069TotalTaxAmt
Distributable Before Adj$9,256,829DistributableBeforeAdjAmt
Recoveries Qualfied Distri$52,827RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,309,656DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,309,656DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,895,993ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,895,993QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,309,656DistributableAsAdjustedAmt
Undistributed Income PY$9,402,701UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,895,993QualifyingDistributionsAmt
Applied To Year1$9,402,701AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$493,292AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,816,364UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLCAMBRIDGEMA02138N/APCGENERAL SUPPORT CONTRIBUTION, TO SUPPORT THE WORK OF JULIA MINSON$10,000
COUNCIL ON FOUNDATIONS
1255 23RD ST NW SUITE 200WASHINGTONDC20037N/APC2022 GRANT IN EXCESS OF BASE DUES$9,000
FUTURE PROOF INSTITUTE INC
3027 SAINT JOHNS AVENUEJACKSONVILLEFL32205N/APCC/CORPS NETWORK DESIGN$60,000
THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALLPHILADELPHIAPA19104N/APCGREGORY CORDER 2021 SCHOLAR$50,000
KAISER FAMILY FOUNDATION
185 BERRY STREETSAN FRANCISCOCA94107N/APCGENERAL SUPPORT CONTRIBUTION - HEALTH COVERAGE FELLOWSHIP AND TO SUPPORT THE WORK OF LARRY TYE$10,000
UNIVERSITY OF WISCONSIN
240 AGRICULTURAL HALL 1450 LINDENMADISONWI53706N/APCCIVIC SCIENCE FELLOW$100,000DR
PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT (PACE)
1717 RHODE ISLAND AVE NW SUITE 700WASHINGTONDC20036N/APCLANGUAGE PERCEPTION PROJECT$25,000
UNIVERSITY OF PITTSBURGH
107 CATHEDRAL OF LEARNINGPITTSBURGHPA15260N/APCNICOLE SCHEFF 2021 SCHOLAR$50,000
BRIDGE4GOOD INC
181 E 90TH ST APT 22CNEW YORKNY10128N/APCGENERAL OPERATING SUPPORT$6,000
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVEBOSTONMA02215N/APCPROJECT SUPPORT$13,000
UF FOUNDATION INC
PO BOX 14425GAINESVILLEFL326049949N/APCCIVIC SCIENCE FELLOWS ENGAGEMENT AND FRANK 2022$35,000
SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY
PO BOX 13975RESEARCH TRIANGLE PARKNC27709N/APCCIVIC SCIENCE FELLOW, SCIENCE POLICY AND ENGAGEMENT$28,000
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCGENERAL SUPPORT CONTRIBUTION$3,000
SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND-FISCAL SPONSOR)
734 15TH STREET NWWASHINGTONDC200051029N/APCGENERAL SUPPORT CONTRIBUTION$10,000
CENTER FOR EFFECTIVE PHILANTHROPY
675 MASSACHUSETTS AVENUE 7TH FLOORCAMBRIDGEMA02139N/APCTHE EFFECTS OF LARGE, UNRESTRICTED GIFTS ON NONPROFITS: A LONGITUDINAL STUDY$50,000
STEM NEXT OPPORTUNITY FUND
2305 HISTORIC DECATUR RDSAN DIEGOCA92106N/APCSTEM NEXT FELLOWS$25,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCNATIONAL ACADEMIES SCIENCE COMMUNICATION COLLOQUIUM$50,000
GENUNITY INC
492 ADAMS MAIL CTRCAMBRIDGEMA02138N/APCBUILDING LIFELONG LEARNING COMMUNITIES FOR CIVIC ACTION$25,000
WILLIAMS COLLEGE ALUMNI FUND
75 PARK STWILLIAMSTOWNMA01267N/APCGENERAL OPERATING SUPPORT$100
INSTITUTE FOR ADVANCED STUDY
1 EINSTEIN DRIVEPRINCETONNJ08540N/APCGENERAL SUPPORT CONTRIBUTION$10,000
AGU (ADVANCING EARTH AND SPACE SCIENCE)
2000 FLORIDA AVE NWWASHINGTONDC20009N/APCGENERAL SUPPORT CONTRIBUTION FOR THRIVING EARTH EXCHANGE$10,000
RESEARCHAMERICA
241 18TH ST SOUTHALEXANDRIAVA22202N/APCCIVIC SCIENCE: MICROGRANT, SCIENCE COMMUNICATIONS, AND CONVENINGS$175,000
COMMUNITY PARTNERS INTERNATIONAL
580 CALIFORNIA STREETSAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$10,000
RUTGERS CANCER INSTITUTE OF NEW JERSEY (RUTGERS UNIVERSITY FOUNDATION)
120 ALBANY STREETNEW BRUNSWICKNJ08901N/APCPROJECT SUPPORT-SOCIAL WORK DISCRETIONARY FUND$5,000
NEW VENTURE FUND
734 15TH STREET NWWASHINGTONDC200051029N/APCCIVIC SCIENCE FELLOW, OPEN & EQUITABLE MODEL FUNDING$87,500
SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY
PO BOX 13975RESEARCH TRIANGLE PARKNC27709N/APCCIVIC SCIENCE FELLOW, SCIENCE POLICY AND ENGAGEMENT$100,000
UNITED STATES ASSOCIATION FOR THE STUDY OF PAIN
7 GLADDEN ROADANNAPOLISMD21401N/APCGENERAL SUPPORT CONTRIBUTION$10,000
HEALTHRIGHT INTERNATIONAL
14 E 4TH STREET 3RD FLOORNEW YORKNY10012N/APCGENERAL OPERATING SUPPORT$10,000
UNITED JEWISH APPEAL
130 EAST 59TH STREETNEW YORKNY10022N/APCHOMES FOR AGED$95,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MAILSTOP 110WALTHAMMA02454N/APCGENERAL OPERATING SUPPORT$190,000
CIENCIA PUERTO RICO (CENTER FOR A NEW ECONOMY INC FISCAL SPONSOR)
AV QUISQUEYASAN JUANPR00919N/APCCIVIC SCIENCE FELLOW$68,750
APLU
1220 L ST NWWASHINGTONDC20005N/APCCIVIC SCIENCE FELLOW$20,000
THE ASPEN INSTITUTE
2300 N STREET NWWASHINGTON DCDC20037N/APCCIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE$9,250
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCSCIENCE MISINFORMATION: PREVALENT MISCONCEPTIONS AND EFFECTIVE MITIGATION STRATEGIES$20,000
BROWN UNIVERSITY
1 PROSPECT STREETPROVIDENCERI029121860N/APCAHMED ABDELFATTAH 2022 SCHOLAR$100,000
COLUMBIA UNIVERSITY
535 WEST 116TH STREETNEW YORKNY10027N/APCMARIA TOSCHES 2022 SCHOLAR$100,000
HARVARD MEDICAL SCHOOL
25 SHATTUCK STREETBOSTONMA02115N/APCRYAN FLYNN 2022 SCHOLAR$100,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLCAMBRIDGEMA02138N/APCCIVIC SCIENCE FELLOW$20,000
RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
33 KNIGHTSBRIDGE RDPISCATAWAYNJ08854N/APCKEVIN MONAHAN 2022 SCHOLAR$110,000
STANFORD UNIVERSITY
OFFICE OF THE PRESIDENTSTANFORDCA94305N/APCCHRISTOPHER BARNES 2022 SCHOLAR$100,000
AGORA INSTITUTE AT JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218N/APCCIVIC SCIENCE FELLOW$68,750
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY10065N/APCROCKEDU SCIENCE OUTREACH$50,000
MICHIGAN STATE UNIVERSITY - DEPARTMENT OF ADVERTISING & PUBLIC RELATIONS
404 WILSON RD ROOM 378EAST LANSINGMI48824N/APCGENERAL SUPPORT CONTRIBUTION$5,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCADVANCING ANTI-RACISM, DIVERSITY, EQUITY, AND INCLUSION IN STEM ORGANIZATIONS$25,000
THE COMMUNICATIONS NETWORK
1717 N NAPER BLVD SUITE 200-20NAPERVILLEIL60563N/APCGENERAL SUPPORT CONTRIBUTION$25,000
CALIFORNIA COUNCIL ON SCIENCE AND TECHNOLOGY
1017 L ST 438SACRAMENTOCA95814N/APCREDEFINING SME FOR BOUNDARY ORGANIZATIONS$52,000
FULBRIGHT US-UK FOUNDATION
3701 SACRAMENTO STREET 4SAN FRANCISCOCA94118N/APCCIVIC SCIENCE STORYTELLING FELLOW$68,750
FUTURE PROOF INSTITUTE INC
3027 SAINT JOHNS AVENUEJACKSONVILLEFL32205N/APCENGAGEMENT, LEARNING AND NETWORKING (ELAN) PLATFORM$20,000
RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY
6100 MAIN STREET BAKER HALL MS-40HOUSTONTX77005N/APCBAKER INSTITUTE CIVIC SCIENCE FELLOW$100,000SUITE 120
EL TMPANO (INDEPENDENT ARTS & MEDIA FS)
PO BOX 420442SAN FRANCISCOCA94142N/APCCIVIC SCIENCE FOR LATINO CIVIC MEDIA$50,000
HEALTH RESEARCH ALLIANCE
65 TW ALEXANDER DRRESEARCH TRIANGLE PARKNC27709N/APCINCLUSIVE GRANTMAKING INITIATIVE CIVIC SCIENCE ASSOCIATE$60,000
THE ASPEN INSTITUTE
2300 N STREET NWWASHINGTON DCDC20037N/APCASPEN INSTITUTE CIVIC SCIENCE FELLOW$10,000
FEDERATION OF AMERICAN SCIENTISTS
1112 16TH ST NWWASHINGTONDC20036N/APCADVANCING IMPLEMENTATION OF ACTIONABLE IDEAS THROUGH INNOVATIVE POLICY ENTREPRENEURSHIP$50,000
STEM NEXT OPPORTUNITY FUND
2305 HISTORIC DECATUR RDSAN DIEGOCA92106N/APCSTEM NEXT FELLOWS$25,000
MICHIGAN STATE UNIVERSITY
766 SERVICE RDEAST LANSINGMI48824N/APCGEOFFROY LAUMET 2020 SCHOLAR$50,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCLI ZHAO 2019 SCHOLAR$100,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCJEREMY ROCK 2020 SCHOLAR$100,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
351 ARMS LABORATORYPASADENACA91125N/APCJOSEPH PARKER 2018 SCHOLAR$110,000
DUKE UNIVERSITY SCHOOL OF MEDICINE
DUMC 2927DURHAMNC27710N/APCKATE MEYER 2017 SCHOLAR$100,000
HARVARD UNIVERSITY
MASSACHUSETTS HALLCAMBRIDGEMA02138N/APCAMANDA WHIPPLE 2020 SCHOLAR$110,000
STANFORD UNIVERSITY
OFFICE OF THE PRESIDENTSTANFORDCA94305N/APCLAUREN O'CONNELL 2019 SCHOLAR$100,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APCVIVIANA RISCA 2021 SCHOLAR$100,000
UNIVERSITY OF MICHIGAN
2074 FLEMING ADMINISTRATIONANN ARBORMI481091340N/APCMONICA DUS 2016 SCHOLAR$110,000BUILDING
H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC
12902 MAGNOLIA DRTAMPAFL33612N/APCVINCENT LUCA 2018 SCHOLAR$100,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
ADMINISTRATION MS 272 ROOM C-7045KMEMPHISTN381053678N/APCLINDSAY SCHWARZ 2018 SCHOLAR$100,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
351 ARMS LABORATORYPASADENACA91125N/APCDAVID VAN VALEN 2020 SCHOLAR$100,000
STANFORD UNIVERSITY
OFFICE OF THE PRESIDENTSTANFORDCA94305N/APCGUOSONG HONG 2021 SCHOLAR$100,000
UNIVERSITY OF MICHIGAN
2074 FLEMING ADMINISTRATIONANN ARBORMI481091340N/APCE. JOSIE CLOWNEY 2019 SCHOLAR$110,000BUILDING
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT065208229N/APCGRACE CHEN 2020 SCHOLAR$100,000
COLD SPRING HARBOR LABORATORY
ONE BUNGTOWN ROADCOLD SPRING HARBORNY11724N/APCLUCAS CHEADLE 2021 SCHOLAR$100,000
UMASS MEMORIAL FOUNDATION INC
ONE BIOTECH 365WORCESTERMA016052395N/APCPAUL GREER 2018 SCHOLAR$100,000
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT065208229N/APCELLEN FOXMAN 2021 SCHOLAR$100,000
THE JOHNS HOPKINS UNIVERSITY
242 GARLAND HALL 3400 N CHARLES STBALTIMOREMD21218N/APCJOSHUA MODELL 2021 SCHOLAR$110,000
THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALLPHILADELPHIAPA19104N/APCGREGORY CORDER 2021 SCHOLAR$50,000
UNIVERSITY OF PITTSBURGH
107 CATHEDRAL OF LEARNINGPITTSBURGHPA15260N/APCNICOLE SCHEFF 2021 SCHOLAR$50,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCENGAGING FAITH COMMUNITIES & INFORMAL SCIENCE LEARNING INSTITUTIONS THROUGH SCIENCE FORUMS$50,000
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013N/APCBODEGAS AND BARBERSHOPS: ENGAGING CIVIC SCIENCE LITERACY AND COMBATING MISINFORMATION$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLCAMBRIDGEMA02138N/APCMISINFORMATION REVIEW$75,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755N/APCPROMOTING MEDIA LITERACY FOR CIVIC HEALTH (CONNECTION GRANT)$50,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065N/APCTUOMAS TAMMELA 2020 SCHOLAR$100,000
UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVDHOUSTONTX77030N/APCANDREW SHEPHERD 2020 SCHOLAR$50,000
FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVENUE NORTHSEATTLEWA981041024N/APCEMILY HATCH 2018 SCHOLAR$100,000
FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVENUE NORTHSEATTLEWA981041024N/APCMEGHAN KOCH 2019 SCHOLAR$100,000
COUNCIL OF NEW JERSEY GRANTMAKERS
1977 NORTH OLDEN AVE SUITE 238EWINGNJ08618N/APCGRANT IN EXCESS OF BASE DUES & LEADERSHIP GRANT$11,290
SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND FISCAL SPONSOR)
1259 EL CAMINO REAL UNIT 1100MENLO PARKCA94025N/APCCIVIC SCIENCE FELLOW$68,750
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCCIVIC SCIENCE COMMUNICATION GRADUATE CERTIFICATE$95,540
ASPCA
520 8TH AVE 7TH FLOORNEW YORKNY10018N/APCGENERAL OPERATING SUPPORT$10,000
COMMUNITY PARTNERS INTERNATIONAL
580 CALIFORNIA STREETSAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$10,000
DELAWARE & RARITAN GREENWAY LAND TRUST
ONE PRESERVATION PLACEPRINCETONNJ08540N/APCGENERAL OPERATING SUPPORT$5,000
HEALTHRIGHT INTERNATIONAL
14 E 4TH STREET 3RD FLOORNEW YORKNY10012N/APCGENERAL OPERATING SUPPORT$5,000
SCIENCE COMMUNICATION LAB INC
600 16TH ST N476D 2240SAN FRANCISCOCA94143N/APCCOMING HOME: COMMUNITY AND SCIENCE$49,995
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755N/APCPROMOTING MEDIA LITERACY FOR CIVIC HEALTH (CONNECTION GRANT)$50,000
CITIZEN SCIENCE ASSOCIATION
49 FLATBUSH AVE 1100BROOKLYNNY11217N/APCTOOLS FOR EQUITABLE RESEARCH PARTNERSHIPS$25,000
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013N/APCBODEGAS AND BARBERSHOPS: ENGAGING CIVIC SCIENCE LITERACY AND COMBATING MISINFORMATION$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLCAMBRIDGEMA02138N/APCMISINFORMATION REVIEW$25,000
CLIMATE CENTRAL
ONE PALMER SQUAREPRINCETONNJ08542N/APCGENERAL OPERATING SUPPORT$5,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCENGAGING FAITH COMMUNITIES & INFORMAL SCIENCE LEARNING INSTITUTIONS THROUGH SCIENCE FORUMS$50,000
FEDERATION OF AMERICAN SCIENTISTS
1112 16TH ST NWWASHINGTONDC20036N/APCADVANCING IMPLEMENTATION OF ACTIONABLE IDEAS THROUGH INNOVATIVE POLICY ENTREPRENEURSHIP$50,000
FUTURE PROOF INSTITUTE INC
3027 SAINT JOHNS AVENUEJACKSONVILLEFL32205N/APCENGAGEMENT, LEARNING AND NETWORKING (ELAN) PLATFORM$10,000
GIVEDIRECTLY INC
PO BOX 3221NEW YORKNY10008N/APCPROJECT SUPPORT$15,000
FRIENDS OF HERRONTOWN WOODS
PO BOX 1325PRINCETONNJ08542N/APCGENERAL OPERATING SUPPORT$5,000
HORIZONS NATIONAL
120 POST ROAD WESTWESTPORTCT06880N/APCGENERAL OPERATING SUPPORT$15,000
MEDIA IMPACT FUNDERS
200 WEST WASHINGTON SQUAREPHILADELPHIAPA19106N/APCBUILDING THE KNOWLEDGE AND CAPACITY OF FUNDERS SUPPORTING PUBLIC ENGAGEMENT WITH EVIDENCE$75,000
UNIVERSITY OF RHODE ISLAND FOUNDATION
79 UPPER COLLEGE ROADKINGSTONRI02881N/APCBUILDING CAPACITY FOR INCLUSIVE SCIENCE COMMUNICATION$75,000
PRINCETON COMMUNITY HOUSING
ONE MONUMENT DRIVEPRINCETONNJ08540N/APCGENERAL OPERATING SUPPORT$5,000
THE 19TH NEWS
3267 BEE CAVES RDAUSTINTX78746N/APCGENERAL OPERATING SUPPORT$5,000
THE MARSHALL PROJECT
156 W 56TH STNEW YORKNY10019N/APCGENERAL OPERATING SUPPORT$5,000
PHILANTHROPY NEW YORK
1500 BROADWAY 7TH FLOORNEW YORKNY10036N/APCGRANT IN EXCESS OF BASE DUES$450
RESEARCHAMERICA
241 18TH ST SOUTHALEXANDRIAVA22202N/APCCIVIC SCIENCE: MICROGRANT, SCIENCE COMMUNICATIONS, AND CONVENINGS$125,000
THE CENTER FOR PUBLIC INTEGRITY
910 17TH STREET NWWASHINGTONDC20006N/APCGENERAL OPERATING SUPPORT$5,000
HOMEFRONT
1880 PRINCETON AVELAWRENCEVILLENJ086484518N/APCPROJECT SUPPORT$5,000
HOUSING INITIATIVES OF PRINCETON
33 MERCER STREETPRINCETONNJ08540N/APCGENERAL OPERATING SUPPORT$30,000
KAISER FAMILY FOUNDATION
185 BERRY STREETSAN FRANCISCOCA94107N/APCGENERAL SUPPORT CONTRIBUTION - HEALTH COVERAGE FELLOWSHIP AND TO SUPPORT THE WORK OF LARRY TYE$21,000
MPN RESEARCH FOUNDATION
180 NORTH MICHIGAN AVENUECHICAGOIL60601N/APCGENERAL OPERATING SUPPORT$5,000
PEOPLE & STORIESGENTE Y CUENTOS
295 EGGERTS CROSSING ROADLAWRENCEVILLENJ08648N/APCGENERAL OPERATING SUPPORT$5,000
RUTGERS CANCER INSTITUTE OF NEW JERSEY (RUTGERS UNIVERSITY FOUNDATION)
120 ALBANY STREETNEW BRUNSWICKNJ08901N/APCPROJECT SUPPORT$5,000
HOBE SOUND COMMUNITY CHEST
POST OFFICE BOX 511HOBE SOUNDFL334750511N/APCGENERAL OPERATING SUPPORT$10,000
HOPEWELL FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036N/APCSCIENCE IN SOCIETY FUNDER COLLABORATIVE$100,000
WESTPORT BOOK SALE VENTURES
20 JESUP ROADWESTPORTCT06880N/APCGENERAL OPERATING SUPPORT$5,000
CIENCIA PUERTO RICO
55 HIGHT LANEHAMDENCT06517N/APCLABORATORIO DE CIENCIA COMUNITARIA (CIENCIACOLAB)$100,000
ROCKEFELLER PHILANTHROPY ADVISORS
575 MARKET STREETSAN FRANCISCOCA94105N/APCFUND FOR SHARED INSIGHT$150,000
SMITHSONIAN GARDENS ARCHIVES OF AMERICAN GARDENS
PO BOX 37012WASHINGTONDC200137012N/APCPROJECT SUPPORT$3,500
THE DAILY PENNSYLVANIAN INC
4015 WALNUT STREETPHILADELPHIAPA191046198N/APCGENERAL OPERATING SUPPORT$4,000
BUCKNELL UNIVERSITY
301 MARKET STREET SUITE 2LEWISBURGPA17837N/APCPROJECT SUPPORT$4,000
CENTER FOR MEDIA ENGAGEMENT UNIVERSITY OF TEXAS AT AUSTIN
300 W DEAN KEETON A0900AUSTINTX787121069N/APCCME ARTS-SCIENCE PROJECT$27,000
NEW CANAAN COUNTRY SCHOOL
PO BOX 997NEW CANAANCT06840N/APCPROJECT SUPPORT$15,000
THE ANDREW K DWYER FOUNDATION
108 BASSETT CREEK TRAILHOBE SOUNDFL33455N/APCGENERAL OPERATING SUPPORT$3,500
GREEN FARMS ACADEMY
35 BEACHSIDE AVENUEWESTPORTCT06880N/APCPROJECT SUPPORT$15,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCSPONSOR INFLUENCES ON THE QUALITY AND INDEPENDENCE OF HEALTH RESEARCH: A WORKSHOP$50,000
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA920930934N/APCMATTHEW BANGHART 2019 SCHOLAR$100,000
THE SEEING EYE INC
PO BOX 375MORRISTOWNNJ17963N/APCGENERAL OPERATING SUPPORT$30,000
RESEARCH4IMPACT
2001 WEST COLD SPRING LANE APT 516BALTIMOREMD21209N/APCBUILDING NEEDED INFRASTRUCTURE FOR NEW COLLABORATION BETWEEN SCIENTISTS AND NON-SCIENTISTS$50,000
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCGENERAL SUPPORT CONTRIBUTION$10,000
FUTURE PROOF INSTITUTE INC
3027 SAINT JOHNS AVENUEJACKSONVILLEFL32205N/APCENGAGEMENT, LEARNING AND NETWORKING (ELAN) PLATFORM - PHASE II$30,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCNOBEL PRIZE SUMMIT 2023: TRUTH, TRUST, AND HOPE$75,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVE BOX 53NEW YORKNY10065N/APCROCKEDU SCIENCE OUTREACH$27,434
PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT (PACE)
1717 RHODE ISLAND AVE NW SUITE 700WASHINGTONDC20036N/APCLEARNING LAB$75,000
SCIENCE PHILANTHROPY ALLIANCE (ROCKEFELLER PHILANTHROPY ADVISORS FISCAL SPO
1259 EL CAMINO REAL UNIT 1100MENLO PARKCA94025N/APCSCIENCE PHILANTHROPY ALLIANCE$300,000
UF FOUNDATION INC
PO BOX 14425GAINESVILLEFL326049949N/APCCIVIC SCIENCE FELLOWS ENGAGEMENT AND FRANK 2023$35,000
TUFTS UNIVERSITY
136 HARRISON AVEBOSTONMA021111817N/APCRITA ALLEN CIVIC SCIENCE NETWORK SUPPORT$70,053
PRINCETON-BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540N/APCGENERAL OPERATING SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,330,612TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
APLU
1220 L ST NWWASHINGTONDC20005N/APCCIVIC SCIENCE FELLOW$5,000
AGORA INSTITUTE AT JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218N/APCCIVIC SCIENCE FELLOWS$18,750
THE ASPEN INSTITUTE
2300 N STREET NWWASHINGTON DCDC20037N/APCASPEN INSTITUTE CIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE$5,750
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLCAMBRIDGEMA02138N/APCCIVIC SCIENCE FELLOW$5,000
UNIVERSITY OF WISCONSIN
UNIVERSITY OF WISCONSIN-MADISONMADISONWI53706N/APCNATIONAL ACADEMIES CIVIC SCIENCE FELLOW$7,855
CIENCIA PUERTO RICO (CENTER FOR A NEW ECONOMY INC FISCAL SPONSOR)
AV QUISQUEYASAN JUANPR00919N/APCCIVIC SCIENCE FELLOW$18,750
SCIENCE PHILANTHROPY ALLIANCE (ROCKEFELLER PHILANTHROPY ADVISORS FISCAL SPO
1259 EL CAMINO REAL UNIT 1100MENLO PARKCA94025N/APCCIVIC SCIENCE FELLOW$18,750
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCSCIENCE MISINFORMATION: PREVALENT MISCONCEPTIONS AND EFFECTIVE MITIGATION STRATEGIES$5,000
FULBRIGHT US-UK FOUNDATION
3701 SACRAMENTO STREET 4SAN FRANCISCOCA94118N/APCCIVIC SCIENCE STORYTELLING FELLOW$18,750
CIENCIA PUERTO RICO
55 HIGHT LANEHAMDENCT06517N/APCLABORATORIO DE CIENCIA COMUNITARIA (CIENCIACOLAB)$50,000
RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY
6100 MAIN STREET BAKER HALL MS-40HOUSTONTX77005N/APCBAKER INSTITUTE CIVIC SCIENCE FELLOW$50,000SUITE 120
RESEARCHAMERICA
241 18TH ST SOUTHALEXANDRIAVA22202N/APCCIVIC SCIENCE: MICROGRANT, SCIENCE COMMUNICATIONS, AND CONVENINGS$25,000
RUTGERS UNIVERSITY FOUNDATION
PO BOX 193NEW BRUNSWICKNJ08903N/APCEAGLETON INSTITUTE OF POLITICS GIFT FUND -EMPLOYEE MATCH-2022$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$229,605TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$458,875ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,651,225ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$564,990ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,885,321ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescGRANT REFUNDSDesc
Exclusion01ExclusionCd
Exclusion$52,827ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,613,238ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,613,238TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING$31,715$0$31,715
FINANCIAL STATEMENT AUDIT AND TAX RETURNS PREPARATION$40,500$0$40,500

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (134 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$256,469$256,469
ABBVIE INC$766,031$766,031
ACCENTURE PLC$985,173$985,173
ADOBE INC$677,771$677,771
AERCAP HOLDINGS NV$506,101$506,101
AGILENT TECHNOLOGIES INC$273,710$273,710
AIRBNB INC$149,369$149,369
ALIGN TECHNOLOGY INC$327,739$327,739
ALPHABET INC$2,427,223$2,427,223
AMAZON.COM INC$1,360,632$1,360,632
AMERICAN TOWER CORP$427,533$427,533
AMERIPRISE FINANCIAL INC$1,592,969$1,592,969
ANALOG DEVICES INC$951,046$951,046
APPLE INC$2,032,365$2,032,365
APPLIED MATERIALS INC$102,054$102,054
ARES MANAGEMENT CORP$91,367$91,367
AUTODESK INC$197,895$197,895
AUTOMATIC DATA PROCESSING INC$789,193$789,193
AVANTOR INC$446,433$446,433
AXALTA COATING SYSTEMS LTD$269,982$269,982
BAKER HUGHES CO$1,049,910$1,049,910
BALL CORP$319,778$319,778
BANK OF AMERICA CORP$1,479,371$1,479,371
BECTON DICKINSON AND CO$173,177$173,177
BERKSHIRE HATHAWAY INC$1,525,348$1,525,348
BEST BUY CO INC$321,722$321,722
BLACKSTONE INC$697,460$697,460
BOOKING HOLDINGS INC$735,578$735,578
BRIGHT HORIZONS FAMILY SOLUTIO$222,554$222,554
CANADIAN NATIONAL RAILWAY CO$333,340$333,340
CARLYLE GROUP INC/THE$128,163$128,163
CARMAX INC$420,689$420,689
CARRIER GLOBAL CORP$495,454$495,454
CARTER'S INC$298,440$298,440
CATALENT INC$220,999$220,999
CBRE GROUP INC$78,422$78,422
CHARLES SCHWAB CORP/THE$644,183$644,183
CHUBB LTD$629,372$629,372
CISCO SYSTEMS INC$473,399$473,399
CLARIVATE PLC$190,044$190,044
COMCAST CORP$476,991$476,991
CORNING INC$287,460$287,460
COSTAR GROUP INC$115,379$115,379
CUMMINS INC$444,602$444,602
CVS HEALTH CORP$628,380$628,380
DANAHER CORP$346,639$346,639
DEVON ENERGY CORP$55,359$55,359
DOCUSIGN INC$70,439$70,439
DOMINION ENERGY INC$528,517$528,517
DOW INC$253,411$253,411
DUPONT DE NEMOURS INC$253,931$253,931
EDWARDS LIFESCIENCES CORP$699,916$699,916
ELANCO ANIMAL HEALTH INC$259,064$259,064
ELEVANCE HEALTH INC$894,620$894,620
ENTEGRIS INC$145,872$145,872
FERGUSON PLC$51,423$51,423
FIRST CITIZENS BANCSHARES INC$517,288$517,288
FISERV INC$280,469$280,469
GARTNER INC$144,204$144,204
GENERAL ELECTRIC CO$144,873$144,873
GENERAL MOTORS CO$242,208$242,208
GILEAD SCIENCES INC$425,730$425,730
GRAPHIC PACKAGING HOLDING CO$282,575$282,575
HALOZYME THERAPEUTICS INC$373,207$373,207
HANESBRANDS INC$187,620$187,620
HANNON ARMSTRONG SUSTAINABLE I$218,973$218,973
HEICO CORP$76,944$76,944
HOME DEPOT INC/THE$576,129$576,129
ILLUMINA INC$143,562$143,562
INFINERA CORP$76,809$76,809
INTERNATIONAL FLAVORS & FRAGRA$157,260$157,260
INTUIT INC$497,034$497,034
IQVIA HOLDINGS INC$320,243$320,243
JOHNSON & JOHNSON$352,593$352,593
JONES LANG LASALLE INC$117,774$117,774
JPMORGAN CHASE & CO$540,289$540,289
KINDER MORGAN INC$455,616$455,616
KKR & CO INC$947,649$947,649
L3HARRIS TECHNOLOGIES INC$224,242$224,242
LAM RESEARCH CORP$78,596$78,596
LINDE PLC$654,643$654,643
LIONS GATE ENTERTAINMENT CORP$236,205$236,205
LOWE'S COS INC$788,592$788,592
MARTIN MARIETTA MATERIALS INC$289,302$289,302
MASTERCARD INC$1,785,594$1,785,594
MCDONALD'S CORP$644,858$644,858
MEDTRONIC PLC$313,678$313,678
MERCK & CO INC$1,390,536$1,390,536
META PLATFORMS INC$476,065$476,065
MICRON TECHNOLOGY INC$259,896$259,896
MICROSOFT CORP$3,648,142$3,648,142
MOHAWK INDUSTRIES INC$253,506$253,506
NETFLIX INC$721,276$721,276
NICE LTD$76,151$76,151
NIKE INC$114,202$114,202
NOMAD FOODS LTD$421,173$421,173
NOVARTIS AG$495,422$495,422
OTIS WORLDWIDE CORP$597,897$597,897
PALO ALTO NETWORKS INC$288,011$288,011
PAYPAL HOLDINGS INC$126,059$126,059
PINTEREST INC$216,723$216,723
PROCTER & GAMBLE CO/THE$663,984$663,984
PROGRESSIVE CORP/THE$267,073$267,073
QORVO INC$115,385$115,385
REGIONS FINANCIAL CORP$256,564$256,564
SALESFORCE INC$329,354$329,354
SBA COMMUNICATIONS CORP$394,116$394,116
SENSATA TECHNOLOGIES HOLDING P$258,432$258,432
SERVICENOW INC$240,339$240,339
SHERWIN-WILLIAMS CO/THE$273,167$273,167
SKYWORKS SOLUTIONS INC$119,107$119,107
SS&C TECHNOLOGIES HOLDINGS INC$270,712$270,712
SUNCOR ENERGY INC$650,719$650,719
SVB FINANCIAL GROUP$107,475$107,475
T ROWE PRICE GROUP INC$256,509$256,509
TAIWAN SEMICONDUCTOR MANUFACTU$597,410$597,410
TARGET CORP$493,024$493,024
THERMO FISHER SCIENTIFIC INC$169,062$169,062
TJX COS INC/THE$476,088$476,088
T-MOBILE US INC$439,460$439,460
TRANSDIGM GROUP INC$170,635$170,635
UNILEVER PLC$526,560$526,560
UNITED PARCEL SERVICE INC$538,556$538,556
UNITED RENTALS INC$576,847$576,847
UNITEDHEALTH GROUP INC$2,048,088$2,048,088
URBAN OUTFITTERS INC$174,105$174,105
VERRA MOBILITY CORP$154,592$154,592
VISA INC$1,767,204$1,767,204
WALGREENS BOOTS ALLIANCE INC$224,160$224,160
WALT DISNEY CO/THE$245,436$245,436
WELLS FARGO & CO$266,527$266,527
WESTINGHOUSE AIR BRAKE TECHNOL$39,924$39,924
WP CAREY INC$386,139$386,139
ZOETIS INC$119,585$119,585

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,015,930USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,015,930USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (51 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ASM CONNAUGHT HOUSE FUND IIIFMV$2,396,103$2,396,103
BIRCH GROVE CREDIT STRATEGIESFMV$1,855,054$1,855,054
BOND CAPITAL FUND LPFMV$1,633,225$1,633,225
BOND II, LPFMV$872,142$872,142
BOND III, LPFMV$50,479$50,479
COLCHIS INCOME FUND LTDFMV$410,543$410,543
DALTON INVESTMENTS TRUSTFMV$2,135,199$2,135,199
DG VALUE PARTNERS II OFFSHORE FUNDFMV$2,458,051$2,458,051
ECHO STREET IIFMV$5,465,030$5,465,030
FDAF DISLOCATED ASSET FUND II (CAYMAN) LIMITEDFMV$1,349,417$1,349,417
FDAF DISLOCATED ASSET FUND III (CAYMAN) LIMITEDFMV$2,001,349$2,001,349
FDAF DISLOCATED ASSET FUND IV (CAYMAN) LIMITEDFMV$2,049,173$2,049,173
FHLMC MULTICLASS STRIP 355 300 3.000% 08/15/2047 DD 08/01/17FMV$304,838$304,838
FHLMC POOL #QE-6841 4.000% 07/01/2052 DD 07/01/22FMV$560,389$560,389
FHLMC POOL #QE-8597 4.000% 08/01/2052 DD 08/01/22FMV$242,880$242,880
FHLMC POOL #QE-9637 5.000% 09/01/2052 DD 09/01/22FMV$422,611$422,611
FNMA GTD REMIC P/T 11-127 ZU 3.500% 12/25/2041 DD 11/01/11FMV$508,927$508,927
FORESITE CAPITAL FUND V LPFMV$618,785$618,785
FORESITE CAPITAL FUND VI LPFMV$68,464$68,464
FUNDSMITH EQUITY FUND LP CLASSFMV$4,113,416$4,113,416
GMO RESOURCES FUND-IIIFMV$3,134,467$3,134,467
GNMA GTD REMIC P/T 21-130 SA VAR RT 07/20/2051 DD 07/20/21FMV$20,269$20,269
GNMA GTD REMIC P/T 21-159 IO 3.000% 09/20/2051 DD 09/01/21FMV$123,726$123,726
GNMA GTD REMIC P/T 21-179 HI 3.000% 09/20/2051 DD 09/01/21FMV$119,373$119,373
GNMA GTD REMIC P/T 21-193 QF VAR RT 11/20/2051 DD 11/20/21FMV$938,825$938,825
GNMA GTD REMIC P/T 21-193 TF VAR RT 11/20/2051 DD 11/20/21FMV$1,016,924$1,016,924
GNMA GTD REMIC P/T 21-213 QF VAR RT 12/20/2051 DD 12/20/21FMV$1,106,365$1,106,365
GNMA GTD REMIC P/T 22-10 FH VAR RT 01/20/2052 DD 01/20/22FMV$604,274$604,274
GNMA GTD REMIC P/T 22-12 AF VAR RT 01/20/2052 DD 01/01/22FMV$302,290$302,290
GQG PARTNERS INTERNATIONALFMV$4,387,042$4,387,042
INDIA ACORN FUND (CAYMAN) LTDFMV$4,251,214$4,251,214
INNOVATION ENDEAVORS IV LPFMV$348,487$348,487
MAINGATE MLP FUND-IFMV$3,994,105$3,994,105
MGG SF EVERGREEN UNLEVEREDFMV$4,099,904$4,099,904
NEW GENERATION TURNAROUND FUNDFMV$182,984$182,984
NOVALIS LIFESCIENCES INVESTMENTS II, LPFMV$447,360$447,360
NOVALPINA CAPITAL PTNRS I SCSPFMV$694,389$694,389
ORCHARD LIQUID CREDIT FUNDFMV$3,501,599$3,501,599
OVERLOOK PARTNERS FD LPFMV$3,465,211$3,465,211
OWLS NEST PARTNERSFMV$1,787,283$1,787,283
SEASONED CREDIT RISK TR 1 M45C 3.500% 05/25/2057 DD 02/01/18FMV$511,269$511,269
SEASONED CREDIT RISK TRAN 1 MA 2.500% 08/25/2059 DD 02/01/20FMV$830,690$830,690
SEASONED CREDIT RISK TRAN 1 MA 3.500% 07/25/2058 DD 02/01/19FMV$616,257$616,257
THIRD POINT OFFSHORE FUND LTDFMV$2,428,206$2,428,206
THIRD POINT STRUCTURED CREDIT OPPORTUNITIES OFFSHORE FUND LPFMV$3,458,569$3,458,569
VANGUARD ST TRSY INDXFMV$19,588,632$19,588,632
WARBURG PINCUS GLOBAL GROWTHFMV$2,336,443$2,336,443
WARBURG PINCUS GLOBAL GROWTH 14FMV$386,478$386,478
WARBURG PINCUS PE XII LPFMV$3,155,317$3,155,317
WF ASIAN SMALLER COMPANIESFMV$2,224,410$2,224,410
YORK CREDIT OPPORTUNITIESFMV$410,946$410,946

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$4,372LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,372DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$39,750,059Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$14,625$0$14,625
OFFICE EXPENSES$5,768$0$5,768
MEMBERSHIPS AND DUES$28,404$0$28,404
ANNUAL REPORT FILING$1,638$0$1,638
SCIENTIFIC ADVISORY HONORARIA$36,000$0$36,000
IT SERVICE & WEB DESIGN$13,200$0$13,200
PAYROLL SERVICE$4,467$0$4,467
GRANT SOFTWARE & WEB SERVICES$51,040$0$51,040
OFFICE FURNITURE AND EQUIPMENT$13,718$0$13,718
PROGRAM/COMMUNICATIONS EXPENSE$124,337$0$124,337
SYMPOSIUMS AND WORKSHOP$3,474$0$3,474
OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1S$0$438,864$0
OTHER CONSULTING EXPENSES$51,450$0$51,450
DIRECT CHARITABLE ACTIVITES$181,052$0$181,052
BANK FEES$407$407$0
STAFFING RESOURCES$51,820$0$51,820
STAFF DEVELOPMENT$3,764$0$3,764

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP INCOME$564,986$0$564,986
CLASS ACTION SETTLEMENT$4$4$4
OTHER INVESTMENT INCOME THROUGH SCHEDULE K-1S$0$197,508$0
GRANT REFUNDS$52,827$52,827

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODIAL, ADVISORY AND MANAGEMENT FEES$1,172,489$1,129,696$0
OTHER PROFESSIONAL FEES$3,779$0$3,779

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$175,000$0$0
FOREIGN TAXES WITHHELD$4,176$4,176$0
FOREIGN TAXES WITHHELD THROUGH SCHEDULE K-1S$0$45,865$0

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