POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- POSNER-WALLACE FOUNDATION (EIN 52-6037555)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349110026
- 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
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:26:26-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526037555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Posner-Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | POSN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicholas Posner | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nicholas | PersonFirstNm |
| Person Last | Posner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,036,609 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $703 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $703 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $599,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,895 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,220 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $255,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,342 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $559 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $55 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $55 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,489 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,588 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,657 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$254,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,863 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $204,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,080 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $350,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $400,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $350,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $310,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,011,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,748,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,187,724 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $175,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $274,805 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,833,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,579,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,036,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,833,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,579,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,833,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,579,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,833,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,579,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,833,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$254,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100 | OtherIncreasesAmt |
| Subtotal | $3,579,167 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,579,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $599,224 | $460,159 | $139,065 | $139,065 |
| Passthrough K1 Capital Gain/(Loss) | $235 | |||
| Sec 751 Gain on Sale of Ptshp Reclass | -$512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,390 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,390 | SubtotalAmt |
| Tax Based On Investment Income | $3,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,311 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,311 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,921 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $3,921 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| Diana Erbsen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| James R Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair Emeritus | 2.0 | $3,333 | $0 | $0 |
| Nicholas Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, CFO, Treas | 3.0 | $3,333 | $0 | $0 |
| Stephanie Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Jill Prosky | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee, Trustee | 1.0 | $0 | $0 | $0 |
| Andrew C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Rachel C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Pres, Trustee | 3.0 | $5,000 | $0 | $0 |
| Sarah Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Shelby Lynn Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Robert P Smith II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec | 2.0 | $3,333 | $0 | $0 |
| Robert P Smith III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,668,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $558,274 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,453,830 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,453,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,387,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,390 | TotalTaxAmt |
| Distributable Before Adj | $215,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,061 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,061 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $472,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,061 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $135,944 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,170 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,271 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,854 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $164,176 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $599,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,701 | QualifyingDistributionsAmt |
| Applied To Current Year | $216,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $256,640 | RemainingDistriFromCorpusAmt |
| Total Corpus | $856,055 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $135,944 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $720,111 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,170 | ExcessFromYear4Amt |
| Excess From Year3 | $60,271 | ExcessFromYear3Amt |
| Excess From Year2 | $93,854 | ExcessFromYear2Amt |
| Excess From Year1 | $164,176 | ExcessFromYear1Amt |
| Excess From Current Year | $256,640 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (260 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 50 LEGS IN 50 DAYS INC | |||||||
| 100 S BENDER PO BOX 8245 | CLEARWATER | FL | 33758 | N/A | PC | General & Unrestricted | $400 |
| A WIDER CIRCLE INC | |||||||
| 10325 KENSINGTON PKWY UNIT 70 | KENSINGTON | MD | 20895 | N/A | PC | General & Unrestricted | $1,000 |
| ABRAHAM FUND INITIATIVES | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | to support the "advocacy to action" framework for local and regional projects | $2,000 |
| ACHILLES INTERNATIONAL INC | |||||||
| 315 WEST 39TH ST STE 205 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $400 |
| ADAS CAFE | |||||||
| 839 NORTHAMPTON DR | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $400 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC | |||||||
| 321 N CLARK ST | CHICAGO | IL | 60654 | N/A | SO I | ABA Tax Section Tax Assistance Public Service Endowment Fund (TAPS) | $1,000 |
| AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE | |||||||
| 426 17TH ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | N/A | PC | to support JDC efforts in Ukraine, relating to current political, economic and humanitarian situation other than direct military assistance | $3,600 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | N/A | PC | for support of AJDC activities in the Ukraine, and adjacent areas for direct assistance and humanitarian relief | $1,000 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| PO BOX 568 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | For Hurricane Ian relief | $1,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAS SECOND HARVEST OF TAMPA BAY INC | |||||||
| 4702 TRANSPORT DRIVE BLDG 6 | TAMPA | FL | 33605 | N/A | PC | General & Unrestricted | $1,900 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $400 |
| ANIMAL HAVEN INC | |||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $400 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $400 |
| ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY | |||||||
| PO BOX 874611 | TEMPE | AZ | 85287 | N/A | PC | Thunderbird School of Global Management | $500 |
| ASHOKA | |||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $5,000 |
| ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE | |||||||
| 50 MORNINGSIDE DR APT 23 | NEW YORK | NY | 10025 | N/A | PC | General operating support for Cross Currents | $259 |
| ASSOCIATION FOR THE PRESERVATION OF HISTORIC CONGR | |||||||
| 1801 E ST SE | WASHINGTON | DC | 20003 | N/A | PC | K9 Corp Fund | $300 |
| AUTISM SPEAKS | |||||||
| 1060 STATE RD 1446 | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $400 |
| BALLET HISPANICO OF NEW YORK | |||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY 8TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | Bard Prison Initiative (BPI) for education & re-entry efforts particularly in New York State | $1,000 |
| BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION | |||||||
| PO BOX 784 | BROOKFIELD | CT | 06804 | N/A | PC | General & Unrestricted | $5,000 |
| BEEBE MEDICAL CENTER INC | |||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | N/A | PC | General & Unrestricted | $400 |
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | |||||||
| 330 7TH AVE STE 1902 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $800 |
| BENDER JCC OF GREATER WASHINGTON | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $360 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $360 |
| BETA THETA PI FOUNDATION | |||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $400 |
| BETHANY BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $800 |
| BETHESDA CHEVY CHASE RESCUE SQUAD INC | |||||||
| 5020 BATTERY LN | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $300 |
| BILL WILSON CENTER | |||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | N/A | PC | General & Unrestricted | $400 |
| BOATING EDUCATION SEARCH AND RESCUE AND FRIENDS OF | |||||||
| 510 N FORT HARRISON AVE 516 | CLEARWATER | FL | 33755 | N/A | PC | General & Unrestricted | $400 |
| BOYS & GIRLS CLUBS OF SOUTHWEST WASHINGTON | |||||||
| 5109 NE 82ND AVE STE 205 | VANCOUVER | WA | 98662 | N/A | PC | General & Unrestricted | $400 |
| BRAIN INJURY ASSOCIATION OF MARYLAND INC | |||||||
| 2200 KERNAN DR RM T810 | BALTIMORE | MD | 21207 | N/A | PC | General & Unrestricted | $1,000 |
| BREAD FOR THE CITY INC | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| BRING CHANGE 2 MIND | |||||||
| 155 SANSOME ST STE 530 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 |
| BUILDING BRIDGES ACROSS THE RIVER | |||||||
| 1901 MS AVE SE STE 101 | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $7,500 |
| BUNNY WORLD FOUNDATION | |||||||
| 4470 W SUNSET BLVD STE 482 | LOS ANGELES | CA | 90027 | N/A | PC | General & Unrestricted | $400 |
| CAN MATEO COUNTY FIREFIGHTERS FOUNDATION | |||||||
| 335 CONVENTION WAY UNIT 5 | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| CANDID | |||||||
| 32 OLD SLIP 24TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $2,500 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $500 |
| CAREWAYS COLLABORATIVE INC | |||||||
| 40 FERN ST | LEXINGTON | MA | 02421 | N/A | PC | General & Unrestricted | $1,000 |
| CARINGBRIDGE | |||||||
| PO BOX 6032 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $250 |
| CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA | |||||||
| PO BOX 15063 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $500 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | To facilitate programs benefitting the community | $1,000 |
| CDF FIREFIGHTERS BENEVOLENT FOUNDATION | |||||||
| 1731 J ST STE 100 | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $400 |
| CELTIC ARTS FOUNDATION | |||||||
| PO BOX 1342 | MOUNT VERNON | WA | 98273 | N/A | PC | General & Unrestricted | $400 |
| CHABAD OF RANCHO MIRAGE-THE TORAH OASIS | |||||||
| 72295 VIA MARTA | RANCHO MIRAGE | CA | 92270 | N/A | PC | General & Unrestricted | $400 |
| CHEETAH CONSERVATION FUND | |||||||
| PO BOX 2496 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $400 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HEALTH COUNCIL INC | |||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HOSPITAL | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS THEATRE COMPANY | |||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | to provide cash-flow support for CTC operations- this is part of the Talent and Career Pathways (TCP) program | $15,000 |
| CHILDRENS THEATRE COMPANY | |||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | Talent & Career Pathways support - includes editing of interview with Mehr Mansuri; support for Savannah and Pensacola HBB events | $15,000 |
| CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | To continue support for the longstanding collaboration/partnership between SPSA and Bnai Jeshurun | $360 |
| CITIZENS BUDGET COMMISSION INC | |||||||
| 240 W 35TH ST STE 302 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $200 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $1,500 |
| CITY OF DREAMS | |||||||
| PO BOX 24037 | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $400 |
| CLARK COUNTY FOOD BANK | |||||||
| 6502 NE 47TH AVE | VANCOUVER | WA | 98661 | N/A | PC | General & Unrestricted | $400 |
| CLEAR GLOBAL INC | |||||||
| 30 MAIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 |
| CLEARWATER FREE CLINIC INC | |||||||
| 1218 COURT ST | CLEARWATER | FL | 33756 | N/A | PC | General & Unrestricted | $400 |
| CLEARWATER MARINE AQUARIUM INC | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | N/A | PC | General & Unrestricted | $400 |
| CODE FOR AMERICA LABS INC | |||||||
| 972 MISSION ST 5TH FL | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 |
| COLORADO OUTWARD BOUND SCHOOL - OUTWARD BOUND WILD | |||||||
| 3840 YORK ST STE 150 | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $400 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 509 W 38TH ST FL 5 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION BNAI JESHURUN | |||||||
| 270 WEST 89TH ST | NEW YORK | NY | 10024 | N/A | PC | Yom Kippur appeal fund and the rest not allocated yet | $2,000 |
| COVENANT HOUSE WASHINGTON DC | |||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $1,000 |
| DACOR BACON HOUSE FOUNDATION | |||||||
| 1801 F ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $300 |
| DAWNWATCH | |||||||
| 409 CAMINO DEL REMEDIO UNIT G | SANTA BARBARA | CA | 93110 | N/A | PC | General & Unrestricted | $100 |
| DC AFFORDABLE LAW FIRM | |||||||
| 1717 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| DC CENTRAL KITCHEN INC | |||||||
| PO BOX 417406 | BOSTON | MA | 02241 | N/A | PC | general operating support and to support the employment, training, and reentry of previously incarcerated people | $2,500 |
| DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC | |||||||
| 8 COURT ST | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $400 |
| DESIGN TECH HIGH SCHOOL | |||||||
| 275 ORACLE PKWY | REDWOOD CITY | CA | 94065 | N/A | PC | Annual Fund | $500 |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $500 |
| DOE FUND INC | |||||||
| 345 EAST 102ND ST STE 305 | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $2,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | Talent & Career Pathways program support, recommended for the stipend programs of Dorot and propagation to other locations | $10,000 |
| DRISHA INSTITUTE FOR JEWISH EDUCATION INC | |||||||
| 377 INDEPENDENCE AVE FRONT 1 | BRONX | NY | 10463 | N/A | PC | General & Unrestricted | $300 |
| EAST CAROLINA UNIVERSITY FOUNDATION INC | |||||||
| 2200 S CHARLES BLVD 1100 | GREENVILLE | NC | 27858 | N/A | PC | General & Unrestricted | $500 |
| ECHO HILL CAMPERSHIP FUND | |||||||
| PO BOX 5923 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $400 |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC | |||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | Irving Wallace Campers' Fund for residents living near the JCC | $400 |
| END OF LIFE CHOICES NEW YORK | |||||||
| 244 5TH AVE 2010 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $300 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $400 |
| EXODUS TRANSITIONAL COMMUNITY INC | |||||||
| 2271 THIRD AVE | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $500 |
| EXODUS TRANSITIONAL COMMUNITY INC | |||||||
| 2271 THIRD AVE | NEW YORK | NY | 10035 | N/A | PC | General & Unrestricted | $500 |
| FAMILY HOUSE INC | |||||||
| 540 MISSION BAY BLVD N | SAN FRANCISCO | CA | 94158 | N/A | PC | General & Unrestricted | $400 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | efforts within FINCA to expand career opportunities/pathways for outstanding local/ country managers | $1,000 |
| FISH & WILDLIFE FOUNDATION OF FLORIDA INC | |||||||
| PO BOX 11010 | TALLAHASSEE | FL | 32302 | N/A | PC | HAB Program Fish and Wildlife Research Institute | $1,000 |
| FORT VANCOUVER PIPE BAND | |||||||
| 1008 SE 101ST AVE | VANCOUVER | WA | 98664 | N/A | PC | General & Unrestricted | $400 |
| FREE THE OPPRESSED | |||||||
| PO BOX 912938 | DENVER | CO | 80291 | N/A | PC | General & Unrestricted | $1,000 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PKWY STE 300 | IRVINE | CA | 92618 | N/A | PC | General & Unrestricted | $400 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF MOUNT MORIAH CEMETERY INC | |||||||
| PO BOX 5321 | PHILADELPHIA | PA | 19142 | N/A | PC | General & Unrestricted | $400 |
| FRIENDS OF STRAUS PARK INC | |||||||
| PO BOX 2021 | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $200 |
| FRIENDS OF THE SOUTH COASTAL LIBRARY INC | |||||||
| PO BOX 1617 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 |
| GENDER SPECTRUM CHARITABLE FUND | |||||||
| 1271 WASHINGTON AVE 834 | SAN LEANDRO | CA | 94577 | N/A | PC | General & Unrestricted | $400 |
| GFWC-CLEARWATER COMMUNITY WOMANS CLUB INC | |||||||
| PO BOX 6074 | CLEARWATER | FL | 33758 | N/A | PC | General & Unrestricted | $500 |
| GIRLS INCORPORATED OF NEW YORK CITY | |||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| GLOBALGIVING FOUNDATION INC | |||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Children in Poverty | $400 |
| GODS LOVE WE DELIVER INC | |||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | general operations support | $1,500 |
| GOOD360 | |||||||
| 675 N WASHINGTON ST STE 330 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $400 |
| GRANTMAKERS IN THE ARTS | |||||||
| 522 COURTLANDT AVE 1ST FLOOR | BRONX | NY | 10451 | N/A | PC | General & Unrestricted | $250 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $500 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $1,800 |
| HADASSAH FOUNDATION INC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 |
| HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST 4TH FLOOR | CAMBRIDGE | MA | 02138 | N/A | PC | To support the Harvard College Fund for the Class of 1965 | $500 |
| HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN | |||||||
| 10 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $400 |
| HOLLINS UNIVERSITY CORPORATION | |||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | PC | General & Unrestricted | $1,000 |
| HOPE CONNECTIONS FOR CANCER SUPPORT INC | |||||||
| 10100 LAUREATE WAY | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $400 |
| HOPE VILLAGES OF AMERICA INC | |||||||
| 503 S MARTIN LUTHER KING JR AVE | CLEARWATER | FL | 33756 | N/A | PC | General & Unrestricted | $400 |
| HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC | |||||||
| PO BOX 862 | OSSINING | NY | 10562 | N/A | PC | general operating support for Hudson Link reentry programs and build-out of SalesForce platform | $2,000 |
| IMPACTASSETS INC | |||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | N/A | PC | BlackRock Impact Opportunities (BIO) Fund | $104,100 |
| IMPACTASSETS INC | |||||||
| 4340 EAST WEST HWY STE 210 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $54,000 |
| IN YOUR HANDS INC | |||||||
| 2462 WYANDOTTE ST | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL ELEPHANT FOUNDATION | |||||||
| PO BOX 366 | AZLE | TX | 76098 | N/A | PC | General & Unrestricted | $400 |
| INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL | |||||||
| 229 WEST 97TH ST SUITE 1B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | to support resettlement of Afghan refugees outside the US and to support general resettlement operations & communities within the US | $5,000 |
| IONA SENIOR SERVICES | |||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,500 |
| JAPANESE GARDEN SOCIETY OF OREGON | |||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | N/A | PC | General & Unrestricted | $400 |
| JEWISH FAMILY SERVICE | |||||||
| 495 E 4500 S STE 100 | SALT LAKE CTY | UT | 84107 | N/A | PC | General & Unrestricted | $360 |
| JEWISH VEG | |||||||
| 9 HAWTHORNE RD | PITTSBURGH | PA | 15221 | N/A | PC | General & Unrestricted | $300 |
| JOHNS CREEK UNITED METHODIST CHURCH | |||||||
| 11180 MEDLOCK BRIDGE RD | JOHNS CREEK | GA | 30097 | N/A | PC | General & Unrestricted | $250 |
| JOSE LIMON DANCE FOUNDATION | |||||||
| 466 W 152ND ST 2ND FL | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $360 |
| JOYCE THEATER FOUNDATION INC | |||||||
| 175 8TH AVE | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $300 |
| KENYON COLLEGE | |||||||
| 209 CHASE AVE | GAMBIER | OH | 43022 | N/A | PC | General & Unrestricted | $500 |
| KESHO | |||||||
| 397 PIEDMONT RD | COLUMBUS | OH | 43214 | N/A | PC | Happiness Wambura's Lohada Schools Program | $1,600 |
| KESHO | |||||||
| 397 PIEDMONT RD | COLUMBUS | OH | 43214 | N/A | PC | Happiness Wambura's Lohada Schools Program Scholarship fund | $400 |
| KIDS MEALS INC | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | N/A | PC | General & Unrestricted | $400 |
| KOGOOD SCHOOL OF BUSINESS ADMINISTRATION | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | The Stanley I Posner Prize Fund | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $400 |
| LIFE AFTER HATE INC | |||||||
| 13400 BISHOPS LN STE 120 | BROOKFIELD | WI | 53005 | N/A | PC | General & Unrestricted | $400 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 3180 PRESIDENTIAL AVE | ATLANTA | GA | 30340 | N/A | PC | General & Unrestricted | $400 |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | N/A | PC | General & Unrestricted | $400 |
| LISTEN FIRST PROJECT | |||||||
| 515 S MAGNUM NO 5164 | DURHAM | NC | 27701 | N/A | PC | In Support of your "Meeting of America" Initiative | $400 |
| LOVE TO LANGA | |||||||
| PO BOX 104 | GLADWYNE | PA | 19035 | N/A | PC | General & Unrestricted | $360 |
| LUBUTO LIBRARY PROJECT INC | |||||||
| 5614 CONNECTICUT AVE NW STE 368 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| LUMIND IDSC FOUNDATION | |||||||
| 20 BURLINGTON MALL RD STE 200 | BURLINGTON | MA | 01803 | N/A | PC | General & Unrestricted | $400 |
| MAGENTA THEATER | |||||||
| 6400 NE HWY 99 STE G 160 | VANCOUVER | WA | 98665 | N/A | PC | General & Unrestricted | $400 |
| MAIN STREET CONNECT INC | |||||||
| 6200 POINDEXTER LN | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $2,000 |
| MANNA INC | |||||||
| 6856 EASTERN AVE NW STE 100 | WASHINGTON | DC | 20012 | N/A | PC | General & Unrestricted | $1,500 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | N/A | PC | for general operating support and to support regional operations & communities within the US | $2,500 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| MESOTHELIOMA APPLIED RESEARCH FOUNDATION INC | |||||||
| 1717 K ST NW STE 900 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $400 |
| MIRROR STAGE | |||||||
| 5129 2ND AVE NW | SEATTLE | WA | 98107 | N/A | PC | General & Unrestricted | $7,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $400 |
| MOVING TRADITIONS | |||||||
| 8380 OLD YORK RD STE 4300 | ELKINS PARK | PA | 19027 | N/A | PC | General & Unrestricted | $1,000 |
| MY NEW RED SHOES | |||||||
| 330 TWIN DOLPHIN DR STE 135 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $400 |
| MYAKKA ELEPHANT RANCH INC | |||||||
| 23760 COUNTY RD 675 | MYAKKA CITY | FL | 34251 | N/A | PC | General & Unrestricted | $500 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 663 13TH ST SUITE 100 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| N STREET VILLAGE INC | |||||||
| 1333 N ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH ST STE 501 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $400 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Programs to involve post-secondary school students in conservation-related internships and career development | $1,000 |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | for general operating support and for programs in the shared cities | $5,000 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST 14TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK THEOLOGICAL SEMINARY | |||||||
| 475 RIVERSIDE DR STE 500 | NEW YORK | NY | 10115 | N/A | PC | general operating support for NYTS and for the Masters in Professional Studies program and related activities at Sing Sing | $4,000 |
| NORTHEASTERN UNIVERSITY SCHOOL OF LAW | |||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | Givelber/Subrin Fund & CISP Fund- 30th Reunion fund | $5,000 |
| NORTHERN BEDFORD SCHOOL FOUNDATION INC | |||||||
| 152 NBC DR | LOYSBURG | PA | 16659 | N/A | PC | Robert P. Smith Scholarship Fund | $1,000 |
| NURU INTERNATIONAL | |||||||
| 5405 ALTON PKWY STE A-474 | IRVINE | CA | 92604 | N/A | PC | General & Unrestricted | $400 |
| OLD LINE MUSEUM | |||||||
| PO BOX 35 | DELTA | PA | 17314 | N/A | PC | General & Unrestricted | $400 |
| OPAL HOUSE | |||||||
| C/O T MARSHALL 16602 CONNELLY RD | SNOHOMISH | WA | 98296 | N/A | PC | General & Unrestricted | $400 |
| P E F ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General Operating Support for the Hadassah Academic College, in Jerusalem, Israel | $3,000 |
| PARTNERSHIP FOR SHELTER ANIMALS NYC FUND | |||||||
| 186 RIVERSIDE DR 11C | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $360 |
| PENINSULA HUMANE SOCIETY & SPCA | |||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PC | General & Unrestricted | $400 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 GATEWAY DR BRISTOL PL ONE | STATE COLLEGE | PA | 16801 | N/A | GOV | The Colored Conventions Project | $1,500 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PC | General & Unrestricted | $400 |
| PETS IN NEED | |||||||
| 871 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $20 |
| PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT | |||||||
| 320 EAST 43RD ST | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED | |||||||
| ONE HARVARD YARD | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $200 |
| PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS | |||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $400 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $400 |
| PLUMMER YOUTH PROMISE INC | |||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $500 |
| PRISON BOOK PROGRAM | |||||||
| 1306 HANCOCK ST SUITE 100 | QUINCY | MA | 02169 | N/A | PC | General & Unrestricted | $400 |
| PRISON POLICY INITIATIVE INC | |||||||
| 69 GARFIELD AVE FL 1 | EASTHAMPTON | MA | 01027 | N/A | PC | General & Unrestricted | $400 |
| PROJECT ORBIS INTERNATIONAL INC | |||||||
| 52 VANDERBILT AVE 8TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $400 |
| PUPSTARZ RESCUE INC | |||||||
| 11 1/2 W 26TH ST - 2ND FLOOR | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $300 |
| R & M ROCKIN RESCUES INC | |||||||
| PO BOX 408 | BELLEVILLE | NJ | 07109 | N/A | PC | General & Unrestricted | $400 |
| RADIO BILINGUE INC | |||||||
| 5005 E BELMONT AVE | FRESNO | CA | 93727 | N/A | PC | General & Unrestricted | $2,000 |
| RECONSTRUCTIONIST RABBINICAL COLLEGE | |||||||
| 1299 CHURCH RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $900 |
| REDWOOD CITY LIBRARY FOUNDATION | |||||||
| 1044 MIDDLEFIELD RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE INC | |||||||
| 3399 BAY RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 |
| REMERGE INC | |||||||
| PO BOX 54717 | ATLANTA | GA | 30308 | N/A | PC | Giving Grace program | $400 |
| RESOURCE AREA FOR TEACHING | |||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | N/A | PC | General & Unrestricted | $1,500 |
| RESPONSIBLE SOURCING NETWORK | |||||||
| 3953 44TH AVE S | MINNEAPOLIS | MN | 55406 | N/A | PC | General & Unrestricted | $400 |
| RETHINK THE CONVERSATION LTD | |||||||
| 45 W 54TH ST 3C | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $360 |
| RIVERSIDE PARK CONSERVANCY INC | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $500 |
| RUBIN MUSEUM OF ART | |||||||
| 150 WEST 17TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $300 |
| RURAL DEVELOPEMENT INSTITUTE | |||||||
| 1424 4TH AVE STE 430 | SEATTLE | WA | 98101 | N/A | PC | Toward enhancing economic and social impact for women in agriculture through cultural, legal and social changes, e.g. land tenure and property rights, and doing business as Landesa | $1,000 |
| SAFESPACE CENTER INC | |||||||
| 1155 SAXON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $400 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $400 |
| SAN DIEGO COUNTY PROSPERITY FOUNDATION | |||||||
| PO BOX 720332 | SAN DIEGO | CA | 92172 | N/A | SO I | Ukraine Freedom Project | $400 |
| SAN FRANCISCO AIDS FOUNDATION | |||||||
| 1035 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 |
| SAVE THE BAY | |||||||
| 300 FRANK H OGAWA PLAZA STE 280 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 |
| SECOND CHANCE RESCUE INC | |||||||
| PO BOX 570701 | WHITESTONE | NY | 11357 | N/A | PC | General & Unrestricted | $300 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $2,500 |
| SEED SAVERS EXCHANGE INC | |||||||
| 3094 N WINN RD | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $400 |
| SHAKESPEARE THEATRE | |||||||
| 516 8TH ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,800 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,000 |
| SIDWELL FRIENDS SCHOOL | |||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | Supervia Endowed Chair Fund | $5,000 |
| SOCIAL & ECONOMIC ACTION FOR LEBANON INC | |||||||
| 525 PARK AVE STE 5N | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $400 |
| SOCIETY FOR THE ADVANCEMENT OF JUDAISM | |||||||
| 15 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $500 |
| SOME INC | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,000 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $400 |
| ST MARKS CHURCH IN THE BOWERY | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | Collaboration between St. Mark's & The Redemption Center for re-entry services for formerly incarcerated individuals | $400 |
| STORAHTELLING LAB SHUL INC | |||||||
| 131 VARICK ST STE 921 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| STREET GRACE INC | |||||||
| 607 PEACHTREE STREET NE | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $400 |
| SUNFLOWER BAKERY INC | |||||||
| 5951 HALPINE RD | ROCKVILLE | MD | 20851 | N/A | PC | General & Unrestricted | $2,000 |
| SUTTER BAY MEDICAL FOUNDATION | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 |
| TECH IMPACT | |||||||
| 100 N 18TH ST STE 410 | PHILADELPHIA | PA | 19103 | N/A | PC | to support training and professional development related to technology | $300 |
| TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC | |||||||
| 200 W MADISON ST 3RD FL | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $275 |
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | N/A | PC | School of Public Health Scholarship Fund | $500 |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $400 |
| THE JEWISH COMMUNITY CENTER IN MANHATTAN INC | |||||||
| 344 AMSTERDAM AVE | NEW YORK | NY | 10024 | N/A | PC | for general operating support and to support the ReelAbilities film festival | $1,000 |
| THE PETEY GREENE PROGRAM INC | |||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $400 |
| THE ROBERT GIARD FOUNDATION | |||||||
| OLD CHELSEA STA PO BOX 25 | NEW YORK | NY | 10113 | N/A | PC | General operations and intended recurring support | $2,000 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | to support general operations and the Responsa opinions of Rabbi Golinken | $1,000 |
| THE SHEPHERDS TABLE INC | |||||||
| 8106 GEORGIA AVE | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $500 |
| THE TOMORROW FUND | |||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | N/A | PC | General & Unrestricted | $400 |
| THE WRITING REVOLUTION INC | |||||||
| 90 BROAD ST FL 3 | NEW YORK | NY | 10004 | N/A | PC | Unrestricted operating support | $1,000 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | N/A | PC | General & Unrestricted | $300 |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 741803 | LOS ANGELES | CA | 90074 | N/A | PC | General & Unrestricted | $400 |
| TREEPEOPLE INC | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $400 |
| TRUSTEES OF AMHERST COLLEGE | |||||||
| 220 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $800 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | To support graduate alumni annual fund | $800 |
| TRUSTEES OF THE SMITH COLLEGE | |||||||
| 33 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | General & Unrestricted | $500 |
| U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $500 |
| UNITED CAJUN NAVY | |||||||
| 2053 W MAGNA CARTA PL | BATON ROUGE | LA | 70815 | N/A | PC | General & Unrestricted | $400 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED METHODIST CHURCH & ITS AFFILIATED ORGANIZAT | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $400 |
| UNITED POULTRY CONCERNS INC | |||||||
| PO BOX | MACHIPONGO | VA | 23405 | N/A | PC | General & Unrestricted | $400 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | Honors Program Scholarship Fund | $500 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | N/A | PC | General & Unrestricted | $1,000 |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLZ SW | WASHINGTON | DC | 20024 | N/A | PC | to support the fund in memory of William Gorham, and for emerging researchers | $3,000 |
| VANCOUVER FARMERS MARKET FOUNDATION | |||||||
| PO BOX 61638 | VANCOUVER | WA | 98666 | N/A | PC | General & Unrestricted | $400 |
| VANCOUVER HUMANE SOCIETY & SOCIETY FOR THE PREVENT | |||||||
| 1100 NE 192ND AVE | VANCOUVER | WA | 98684 | N/A | PC | General & Unrestricted | $400 |
| VILLAGE HARVEST CORPORATION | |||||||
| PO BOX 9231 | SAN JOSE | CA | 95157 | N/A | PC | General & Unrestricted | $400 |
| VOLUNTEERS IN MEDICINE CLINIC | |||||||
| 15 NORTHRIDGE DR | HILTON HEAD | SC | 29926 | N/A | PC | General & Unrestricted | $400 |
| WASHINGTON JESUIT ACADEMY | |||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | N/A | PC | Support for continuing education and professional development efforts toward retention of exceptional teachers | $2,500 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | general operations for West Side Campaign Against Hunger (WSCAH) | $1,500 |
| WEST SIDE HATZOLOH | |||||||
| C/O THE JEWISH CENTER131 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 |
| WHIS-PURR RESCUE | |||||||
| 346 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | N/A | PC | General & Unrestricted | $400 |
| WHITMAN-WALKER CLINIC INC | |||||||
| 1377 R ST NW STE 200 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $400 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $400 |
| WILD BIRD FUND INC | |||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $360 |
| WILDCAT SERVICE CORP | |||||||
| 633 THIRD AVE 6TH FL | NEW YORK | NY | 10017 | N/A | PC | support programs relating to the re-entry of previously incarcerated individuals | $400 |
| WOODLANDS METHODIST CHURCH | |||||||
| 2200 LAKE WOODLANDS DR | THE WOODLANDS | TX | 77380 | N/A | PC | General & Unrestricted | $400 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $400 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 2450 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 |
| YOUNG ADULT INSTITUTE INC | |||||||
| 220 EAST 42ND ST 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 |
| YOUTH OPPORTUNITIES UNLIMITED INC | |||||||
| 224 BROCK AVE | NEW BEDFORD | MA | 02744 | N/A | PC | General & Unrestricted | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,044 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $703 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$2 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$1,952 | 14 | $4,176 |
| Federal Tax Refund | 01 | $114 | ||
| Sec 751 Gain on Sale of Ptshp | 525990 | $512 | ||
| INTEREST INCOME FROM NOTES | 14 | $12,045 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,442 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,580 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF | PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF | TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $130,442 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(2) TOTAL PART I, LINE 6A: $130,440 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $599,224 BOOK BASIS: $468,505 NET GAIN/(LOSS): $130,719 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $235 SECTION 751 GAIN ON SALE OF PTSHP RECLASS NET GAIN/(LOSS): $(512) |
| FORM 990-PF | FORM 990-PF | One or more partnerships in which the foundation was invested in 2022 have provided a Schedule K-1 indicating that a Schedule K-3 would be provided, but it was not provided. As a result, there is insufficient information to allow Foundation Source, as tax preparer, to ascertain whether there is missing information about direct or indirect foreign investments that might have affected any item on this return or required additional forms to be filed. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| Form 926 | Form 926 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB INTL STRATEGIC EQUITIES POR | $182,907 | $195,238 |
| AB SELECT US EQUITY PORTFOLIO | $137,151 | $137,675 |
| ABBOTT LABS | $14,935 | $65,874 |
| ACCO BRANDS CORPORATION | $12,355 | $8,385 |
| ALLIANCE BERNSTEIN VALUE FUND | $95,648 | $106,797 |
| ALLIANCEBERN DISCOVERY GROWTH | $51,186 | $44,516 |
| ALLIANCEBERN DISCOVERY VALUE F | $56,552 | $57,788 |
| ALLIANCEBERN GLOBAL BOND ADV | $148,725 | $120,776 |
| ALLIANCEBERN HIGH INCOME ADVIS | $154,352 | $117,928 |
| ALLIANCEBERNSTEIN CONCENTRATED | $67,096 | $94,488 |
| ALLIANCEBERNSTEIN REAL RETURN | $89,781 | $73,745 |
| ALLY FINANCIAL INC | $21,135 | $15,893 |
| ALPHABET INC CL C | $2,327 | $2,218 |
| AMAZON COM | $16,315 | $8,820 |
| AMERICAN INVESTMENT CO OF AMER | $83,172 | $180,480 |
| AMGEN INC | $12,550 | $14,445 |
| APPLE INC | $13,805 | $13,643 |
| AT&T, INC | $10,257 | $9,205 |
| BANK OF NOVA SCOTIA | $26,627 | $24,490 |
| BERNSTEIN EMERGING MARKETS | $48,259 | $41,625 |
| BERNSTEIN INTERMEDIATE DURATIO | $271,105 | $227,185 |
| CHEVRON CORP | $8,024 | $13,462 |
| COMCAST CORP | $23,225 | $19,234 |
| CONSTELLATION BRANDS INC | $14,532 | $15,064 |
| CROWN CASTLE INTL | $7,040 | $7,460 |
| CVS CAREMARK CORP | $18,820 | $27,957 |
| DOMINION ENERGY INC | $48,896 | $42,924 |
| DOUBLELINE YIELD OPPORTUNITIES | $20,106 | $15,744 |
| DOW INC | $19,679 | $25,195 |
| ECOFIN SUSTAINABLE AND SOCIAL | $14,750 | $12,850 |
| ELI LILLY & CO | $7,946 | $9,146 |
| EQUITABLE HOLDINGS INC | $8,575 | $7,175 |
| EXXON MOBIL CORP | $653 | $55,150 |
| GABELLI DIVIDEND & INCOME TRUS | $26,369 | $28,854 |
| GAMING AND LEISURE PROPERTIES, | $13,197 | $15,627 |
| GOLDMAN SACHS BDC INC | $19,435 | $13,720 |
| INTEL CORP | $15,050 | $21,144 |
| INTERNATIONAL BUSINESS MACHINE | $7,269 | $70,445 |
| ISHARES IBOXX $ INVESTMENT GRA | $9,273 | $8,013 |
| ISHARES JP MORGAN USD EM MKTS | $12,428 | $9,559 |
| IVY SCIENCE AND TECHNOLOGY | $54,503 | $72,849 |
| JOHNSON & JOHNSON | $14,900 | $141,320 |
| KIMBERLY CLARK CORP | $75,543 | $88,238 |
| MICROSOFT CORP | $5,689 | $5,996 |
| NATIONAL RETAIL PROPERTIES INC | $34,159 | $45,760 |
| NOVARTIS AG ADR | $29,325 | $54,432 |
| PEPSICO INC | $43,490 | $73,169 |
| PROCTER GAMBLE CO | $8,211 | $15,156 |
| RAYTHEON TECHNOLOGIES CORP | $14,218 | $23,212 |
| SALESFORCE.COM | $22,798 | $13,922 |
| SANFORD C BERNSTEIN FD, INC OV | $268,078 | $233,384 |
| SANFORD C. BERNSTEIN FD, INC. | $69,110 | $56,308 |
| SCHNEIDER NATIONAL INC | $26,225 | $25,740 |
| SHELL ADR EACH REPRESENTING 2 | $26,660 | $28,475 |
| STARWOOD PROPERTY TRUST INC | $14,362 | $10,998 |
| THE BLACKSTONE GROUP INC CL A | $12,586 | $9,645 |
| UNILEVER PLC AMER | $68,871 | $81,543 |
| UNION PACIFIC | $1,086 | $62,121 |
| VANGUARD DIVIDEND APPRECIATION | $12,218 | $20,044 |
| VANGUARD FTSE DEVELOPED MARKET | $26,563 | $26,735 |
| VANGUARD FTSE EMERGING MARKETS | $24,169 | $22,803 |
| VANGUARD INTERMEDIATE-TERM COR | $8,300 | $7,226 |
| VANGUARD SF REIT ETF | $20,159 | $19,878 |
| VANGUARD TOTAL STOCK MARKET ET | $19,783 | $29,252 |
| VERIZON COMMUNICATIONS | $25,654 | $26,595 |
| VISA INC | $3,063 | $3,116 |
| WILLIAMS COS | $7,625 | $9,870 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADV INV 2020 - SLP VI (T | $36,435 | $38,476 |
| BROWN ADV PRIVATE EQ PTNS VII | $37,615 | $61,998 |
| BROWN ADV PRIVATE INC PTNS I T | $41,274 | $38,140 |
| BROWN ADV PRVT EQ PTNS VIII QP | $61,393 | $85,056 |
| BROWN ADVISORY INVESTORS 2020- | $17,602 | $18,638 |
| BROWN ADVISORY PRIVATE EQUITY | $6,685 | $7,171 |
| ENTERPRISE PRODUCTS PARTNERS L | $15,228 | $25,326 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRI - CAPITAL SISTERS INTL | $5,000 | $5,000 |
| PRI - CHILDRENS THEATRE LOAN | $38,000 | $38,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $17,396 | $17,396 | |
| Bank Charges | $869 | $869 | |
| K-1 Exp BROWN ADV INV 2020 - S | $1,144 | $1,144 | |
| K-1 Exp BROWN ADV PRIVATE EQ P | $1,250 | $3 | |
| K-1 Exp BROWN ADV PRIVATE INC | $659 | ||
| K-1 Exp BROWN ADV PRVT EQ PTNS | $2,779 | $2,473 | |
| K-1 Exp BROWN ADVISORY INVESTO | $1,155 | ||
| K-1 Exp BROWN ADVISORY PRIVATE | $816 | ||
| K-1 Exp ENTERPRISE PRODUCTS PA | $2 | ||
| Office Supplies | $34 | $34 | |
| Postage/Delivery Service | $398 | $398 | |
| INDEMNIFICATION INSURANCE | $570 | $570 | |
| Website Hosting/Support | $190 | $190 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLL | $45 | $45 |
| K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLL | $8 | $105 |
| K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP | $3,755 | $3,612 |
| K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP | -$94 | -$17 |
| K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL AL | $207 | $450 |
| K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PTNS 1 | $1 | $1 |
| K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP | -$1,698 | -$21 |
| Federal Tax Refund | $114 | |
| Interest Income from Notes | $12,045 | $12,045 |
| Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS | $512 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $100 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Loan OriginalLoanOriginalAmt |
|---|---|---|---|---|---|---|---|---|
| ROOT CAPITAL INC | ||||||||
| $125,000 | 2013-12 | 2023-12 | INTEREST SEMI-ANNUALLY,PRINCIPAL UPON MATURITY | 2.75 | NONE | INVESTMENT | CASH 0 CASH 0 CASH 0 CASH 0 | |
| THE CONTACT FUND LLC | ||||||||
| $125,000 | 2018-10 | 2023-09 | INTEREST ANNUALLY; PRINCIPAL UPON MATURITY | 2.5 | NONE | INVESTMENT | CASH 0 CASH 0 CASH 0 CASH 0 | |
| GLOBAL SUN PARTNERS | ||||||||
| $100,000 | 2010-11 | 2018-12 | INTEREST QUARTERLY;PRINCIPAL UPON MATURITY | 8. | NONE | SOLAR ENERGY PROJECT | CASH 0 CASH 0 CASH 0 CASH 0 | $100,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $16,342 | Amt |
| Net Investment Income | $16,342 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $7,300 | |
| 990-PF Extension for 2021 | $4,300 | |
| Foreign Tax Paid | $559 | $559 |
| STATE INCOME TAX 2021 | $250 |
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