EDUCATIONAL FOUNDATION OF AMERICA: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL FOUNDATION OF AMERICA (EIN 13-3424750)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349100127
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:20:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133424750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDUCATIONAL FOUNDATION OF AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 6466406032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA HAPGOOD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6466406032 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | HAPGOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $211,936,532 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69,544 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,544 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,003,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,003,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,542,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,318,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,542,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$153,270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$156,197 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,462,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,459,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $828,642 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $828,794 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $229,657 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $233,543 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,632 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,190 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,306 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,056 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,387,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,022,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $353,621 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,805 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,594 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $247,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $159,790 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $42,834 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,328 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $204,820 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $243,629 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,136,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $996,076 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,821 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,155,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,188,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,899,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,797,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,842,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,952,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,188,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,741,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,489,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,270,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $728,405 | CashBOYAmt |
| Cash EOY | $1,478,437 | CashEOYAmt |
| Cash EOYFMV | $1,478,437 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,116,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,842,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,842,409 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $52,485 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $287,558 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $287,558 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $141,262,394 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,548,718 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,548,718 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $141,897,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,657,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,657,501 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,061 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $676,444 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,121,909 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,121,909 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $294,733,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,936,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $211,936,532 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $279,283 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $151,748 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,640,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,595,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,565,630 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $551,880 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,484,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,298,628 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $288,249,038 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $208,637,904 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $288,249,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $208,637,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,733,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $211,936,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $288,249,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,489,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,013,750 | OtherIncreasesAmt |
| Subtotal | $281,773,213 | SubtotalAmt |
| Other Decreases | $73,135,309 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $208,637,904 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $35,318,762 | $31,137,971 | $4,180,791 | $4,180,791 | |
| GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. | $704,150 | $704,150 | P | ||
| THRU SCHEDULE K-1'S | $1,657,389 | $1,657,389 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,542,330 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,165 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,165 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $267,782 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $267,782 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $180,617 | OverpaymentAmt |
| Applied To ES Tax | $180,617 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE NO 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HEIDI ETTINGER | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| WENDY ETTINGER | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LYNN BABICKA | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| BARBARA HAPGOOD | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| MATTHEW HAPGOOD | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SVEN HUSEBY | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA HUSEBY | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN POWERS | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TREVOR RENNER | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREN BABICKA | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW ETTINGER | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES BOHART JR | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JERRY BABICKA | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTIAN ETTINGER | ||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| DAVID W STOCKS | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE S | BETHESDA | MD | 208142948 | EXECUTIVE DIRECTOR | 40.00 | $281,250 | $36,824 | $0 |
| LAURA P NIXON | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE S | BETHESDA | MD | 208142948 | PROGRAM DIRECTOR | 40.00 | $159,049 | $29,370 | $0 |
| LUCIEN K ROTHENSTEIN | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE S | BETHESDA | MD | 208142948 | PROGRAM OFFICER | 40.00 | $132,607 | $27,130 | $0 |
| ASTRID FOYDER KAEMMERLING | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE S | BETHESDA | MD | 208142948 | PROGRAM OFFICER | 40.00 | $116,651 | $36,710 | $0 |
| DAVID W MONSMA | |||||||||
| C/O INTENTIONAL PHILANTHROPY 4801 | HAMPDEN LANE S | BETHESDA | MD | 208142948 | PROGRAM DIRECTOR | 40.00 | $86,462 | $12,319 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | |||||
| 345 CALIFORNIA STREET SUITE 2900 | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT AND ADVISORY | $467,279 |
| INTENTIONAL PHILANTHROPY | |||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT | $232,068 |
| GRANITE INVESTMENT PARTNERS | |||||
| 2321 ROSECRANS AVENUE SUITE 4200 | EL SEGUNDO | CA | 90245 | INVESTMENT MANAGEMENT AND ADVISORY | $167,763 |
| BROWN ADVISORY | |||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT AND ADVISORY | $153,425 |
| CARDINAL CAPITAL MANAGEMENT | |||||
| 4 GREENWICH OFFICE PARK | GREENWICH | CT | 06831 | INVESTMENT MANAGEMENT AND ADVISORY | $87,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVEST APPALACHIA | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Description2 | PRIME COALITION - AZOLLA VENTURES' | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Total | $300,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $226,751,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,903,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $236,654,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $236,654,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,549,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $233,104,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,655,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,655,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,165 | TotalTaxAmt |
| Distributable Before Adj | $11,568,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,568,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,568,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,741,982 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $300,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,041,982 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,568,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $588,947 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $588,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,041,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,568,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,473,900 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,062,847 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,062,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $588,947 | ExcessFromYear4Amt |
| Excess From Current Year | $4,473,900 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (256 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PHILIP RANDOLPH EDUCATIONAL FUND | ||||||||
| 815 16TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT FOR NORTH CAROLINA | $25,000 | |
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435C BIG BASIN WAY | SARATOGA | CA | 95070 | N/A | PC | FINANCIAL CAPACITY BUILDING | $10,000 | |
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435C BIG BASIN WAY | SARATOGA | CA | 95070 | N/A | PC | PROJECT PIGGYBANK | $100,000 | |
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435C BIG BASIN WAY | SARATOGA | CA | 95070 | N/A | PC | PROJECT PIGGYBANK | $45,000 | |
| ACTION FOR THE CLIMATE EMERGENCY | ||||||||
| 529 MAIN STREET | CHARLESTOWN | MA | 02129 | N/A | PC | PROGRAMS IN NORTH CAROLINA | $14,000 | |
| ACTION FOR THE CLIMATE EMERGENCY | ||||||||
| 529 MAIN STREET | CHARLESTOWN | MA | 02129 | N/A | PC | BUILDING THE POWER OF THE YOUTH VOTE IN FLORIDA | $20,000 | |
| ACTIVATE 48 EDUCATION FUND | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | GENERAL OPERATING SUPPORT | $210,000 | |
| ADELANTE STUDENT VOICES | ||||||||
| PO BOX 3023 | POUGHKEEPSIE | NY | 12603 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM | ||||||||
| 209 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM | ||||||||
| 209 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | OPERATING SUPPORT FOR HISTORIC CIVIL RIGHTS SITES | $100,000 | |
| ALASKA PUBLIC INTEREST RESEARCH GROUP | ||||||||
| PO BOX 201416 | ANCHORAGE | AK | 99520 | N/A | PC | AK REDISTRICTING LITIGATION | $50,000 | |
| ALLIANCE FOR SUSTAINABLE COLORADO | ||||||||
| 1536 WYNKOOP STREET SUITE 100 | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PC | ACLU REPRODUCTIVE FREEDOM PROJECT | $75,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORIDA | ||||||||
| 4343 W FLAGLER STREET | MIAMI | FL | 33134 | N/A | PC | MAKING THE WAY FOR DEMOCRACY IN FLORIDA | $15,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION | ||||||||
| 900 S PERRY STREET SUITE B | MONTGOMERY | AL | 36104 | N/A | PC | REPRODUCTIVE RIGHTS AND JUSTICE | $100,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION | ||||||||
| 325 W MAIN STREET SUITE 2210 | LOUISVILLE | KY | 40202 | N/A | PC | REPRODUCTIVE FREEDOM PROJECT FIELD ORGANIZER | $95,000 | |
| AMERICAN INDEPENDENT FOUNDATION | ||||||||
| 800 MAINE AVE SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | N/A | PC | FUTURE OF ABORTION FUNDS STUDY | $50,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | PC | CALIFORNIA BIOGAS CAMPAIGN | $30,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | PC | FACTORY FARM LITIGATION | $50,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| APPALACHIAN VOICES | ||||||||
| 589 WEST KING STREET | BOONE | NC | 28607 | N/A | PC | ACCELERATING LOCAL ENERGY TRANSITION IN APPALACHIA | $125,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | FILM INITIATIVE | $40,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | ARTIST RELIEF POST-FLOOD | $50,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | RADIO RECOVERY POST-FLOOD | $50,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | STRATEGIC PLANNING POST-FLOOD | $75,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | COMMUNITY DEVELOPMENT: GENERAL OPERATIONS | $75,000 | |
| ARKANSAS ABORTION SUPPORT NETWORK | ||||||||
| PO BOX 8416 | JACKSONVILLE | AZ | 72078 | N/A | PC | ABORTION FUND SUPPORT | $5,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | GENERAL OPERATING SUPPORT | $160,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | PHOTOGRAPHIC NIGHTS OF SELMA | $35,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | ARTSREVIVE PROGRAMMING DIRECTOR AND PROGRAM FUNDING | $80,000 | |
| AUSTIN THEATRE ALLIANCE | ||||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | N/A | PC | PARAMOUNT AND STATESIDE THEATRES | $25,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | COMMUNION PERFORMANCE AT THE FISHER CENTER | $10,000 | |
| BASILICA ARTS | ||||||||
| 110 S FRONT STREET | HUDSON | NY | 12534 | N/A | PC | BASILICA GREEN | $5,000 | |
| BEREA COLLEGE | ||||||||
| CPO 2122 | BEREA | KY | 40404 | N/A | PC | GROW APPALACHIA | $75,000 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 100 SE 2ND STREET 2200 | MIAMI | FL | 33131 | N/A | PC | BEST BUDDIES PROGRAMS IN MIAMI-DADE COUNTY | $45,000 | |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | ||||||||
| 550 NW 42ND AVENUE | MIAMI | FL | 33126 | N/A | PC | GROUP ENGAGEMENT MENTORING | $81,000 | |
| BLACK BELT COMMUNITY FOUNDATION | ||||||||
| PO BOX 2020 | SELMA | AL | 36702 | N/A | PC | LIGHTING SELMA: ILLUMINATING A HISTORIC ICON | $250,000 | |
| BLUE RIDGE ABORTION FUND | ||||||||
| PO BOX 5082 | CHARLOTTESVILLE | VA | 22905 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BREAKTHROUGH MIAMI | ||||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | N/A | PC | GENERAL OPERATING SUPPORT | $81,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | PENNSYLVANIA CAPACITY BUILDING | $100,000 | |
| CAMP HAVEN | ||||||||
| 3256 US HIGHWAY 1 | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CAROLINA FEDERATION FUND | ||||||||
| PO BOX 62212 | DURHAM | NC | 27715 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CATHOLICS FOR CHOICE | ||||||||
| 1436 U STREET NW | WASHINGTON | DC | 20009 | N/A | PC | BLUEPRINT FOR ACTION | $50,000 | |
| CDP NORTH AMERICA | ||||||||
| 127 W 26TH STREET | NEW YORK | NY | 10001 | N/A | PC | INCREASING UTILITIES DISCLOSURE TO MAXIMIZE CONVERGENCE WITH FINANCIAL SERVICES SECTOR AND SBTS | $100,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | SAFEGUARDING REFUGE: A CAMPAIGN TO PROTECT ENDANGERED SPECIES AND HABITATS FROM TOXIC PESTICIDES | $40,000 | |
| CENTER FOR COMMON GROUND | ||||||||
| 18459 PATRIOT LANE | RUTHER GLEN | VA | 22546 | N/A | PC | MOVEMENT LABS & THE FAIR ELECTION OFFICIALS PROJECT | $50,000 | |
| CENTER FOR NEW DATA | ||||||||
| 1198 S VAN NESS AVENUE | SAN FRANCISCO | CA | 94140 | N/A | PC | DATA FOR DEMOCRACY FELLOWSHIP PROGRAM | $25,000 | |
| CENTER FOR NEW DATA | ||||||||
| 1198 S VAN NESS AVENUE | SAN FRANCISCO | CA | 94140 | N/A | PC | 2022 VOTER PROTECTION | $150,000 | |
| CENTER FOR POLITICAL ACCOUNTABILITY | ||||||||
| 12007 WHIPPOORWILL LANE | MOBILE | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | U.S. LEGAL PROGRAM | $75,000 | |
| CERES | ||||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | DECARBONIZING THE U.S. POWER SECTOR THROUGH CORPORATE, INVESTOR, AND BANK ACTION | $100,000 | |
| CHACRUNA INSTITUTE FOR PSYCHEDELIC PLANT MEDICINES | ||||||||
| 1650 CALIFORNIA STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL OPERATING SUPPORT | $57,000 | |
| CHACRUNA INSTITUTE FOR PSYCHEDELIC PLANT MEDICINES | ||||||||
| 1650 CALIFORNIA STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | INDIGENOUS RECIPROCITY INITIATIVE OF THE AMERICAS - INFRASTRUCTURAL SUPPORT | $25,000 | |
| CHICKEN & EGG PICTURES | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHILDCARE RESOURCES OF INDIAN RIVER | ||||||||
| 2300 5TH AVENUE SUITE 149 | VERO BEACH | FL | 32960 | N/A | PC | TUITION SUPPORT | $5,000 | |
| CHOSEN FAMILY LAW CENTER | ||||||||
| 30 WALL STREET FL 8 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CITIZENS' CLIMATE EDUCATION | ||||||||
| 1330 ORANGE AVENUE 309 | CORONADO | CA | 92118 | N/A | PC | CLIMATE AND CLEAN ENERGY VOTER EDUCATION IN TEXAS AND ALASKA | $50,000 | |
| CITY OF ASYLUM PITTSBURGH | ||||||||
| 40 W NORTH AVENUE | PITTSBURGH | PA | 15212 | N/A | PC | 3 REFUGEE ARTIST FELLOWSHIPS | $520,000 | |
| CLEAN ENERGY BUYERS INSTITUTE | ||||||||
| 1425 K STREET NW SUITE 1110 | WASHINGTON | DC | 20005 | N/A | PC | ADVANCING A NET-ZERO GRID IN THE WEST | $175,000 | |
| CLEAN ENERGY WORKS | ||||||||
| 1666 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | N/A | PC | STRATEGIC SUPPORT FOR THE RURAL POWER COALITION, INCLUDING ALASKA | $200,000 | 100 |
| CLEAN ENERGY WORKS | ||||||||
| 1666 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | N/A | PC | RETIRE & REINVEST, WITH GENERAL OPERATING SUPPORT FOR TECHNICAL ASSISTANCE TO THE FIELD | $300,000 | 100 |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 6801 BRECKSVILLE ROAD RK1-85 | INDEPENDENCE | OH | 44131 | N/A | PC | CLEVELAND CLINIC INDIAN RIVER BEHAVIORAL HEALTH CENTER | $10,000 | |
| CLEVELAND DANCE PROJECT COMPANY | ||||||||
| 3534 JUPITER DRIVE | NORTH ROYALTON | OH | 44133 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CLIMATE DEMOCRACY INITIATIVE | ||||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COALFIELD DEVELOPMENT | ||||||||
| 2923 PARK AVENUE | HUNTINGTON | WV | 25704 | N/A | PC | MATEWAN PROJECT | $100,000 | |
| COALFIELD DEVELOPMENT | ||||||||
| 2923 PARK AVENUE | HUNTINGTON | WV | 25704 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| COALFIELD DEVELOPMENT | ||||||||
| 2923 PARK AVENUE | HUNTINGTON | WV | 25704 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COLUMBIA LAND CONSERVANCY | ||||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMON CAUSE EDUCATION FUND - NORTH CAROLINA | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $23,000 | |
| COMMON CAUSE EDUCATION FUND - NORTH CAROLINA | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMUNITY AGRICULTURAL NUTRITIONAL ENTERPRISES | ||||||||
| PO BOX 211 | WHITESBURG | KY | 41858 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMUNITY FARM ALLIANCE | ||||||||
| PO BOX 130 | BEREA | KY | 40403 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE CIVICS CENTER | $10,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | LOCAL GRID ACCESS TO CLEAN ENERGY | $50,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 70 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | N/A | PC | GENERAL OPERATING SUPPORT | $13,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 70 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 70 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PARKWAY | MORRISVILLE | NC | 27560 | N/A | PC | GENERAL OPERATING SUPPORT | $17,000 | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PARKWAY | MORRISVILLE | NC | 27560 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| DEMOS A NETWORK FOR IDEAS AND ACTION | ||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | N/A | PC | INCLUSIVE DEMOCRACY PROJECT | $10,000 | |
| DRAMATISTS GUILD FUND | ||||||||
| 520 8TH AVENUE SUITE 2401 | NEW YORK | NY | 10018 | N/A | PC | EMERGENCY GRANTS PROGRAM FOR PLAYWRIGHTS | $15,000 | |
| ECOAMERICA | ||||||||
| 1730 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COUNTY | ||||||||
| 2455 ST LUCIE AVENUE | VERO BEACH | FL | 32960 | N/A | PC | EARLY BIRD PROGRAM AT ST. HELEN'S HEAD START CENTER | $15,000 | |
| EDUCATE TOMORROW | ||||||||
| 217 NE 97TH STREET | MIAMI SHORES | FL | 33138 | N/A | PC | GENERAL OPERATING SUPPORT | $81,000 | |
| ENTERTAINMENT COMMUNITY FUND | ||||||||
| 729 SEVENTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | THE ACTORS FUND HOME | $15,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 4000 WESTCHASE BOULEVARD | RALEIGH | NC | 27607 | N/A | PC | EDF NORTH CAROLINA: MOVING FROM CLIMATE COMMITMENTS TO CLEAN POWER | $175,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 4000 WESTCHASE BOULEVARD | RALEIGH | NC | 27607 | N/A | PC | GENERAL OPERATING SUPPORT FOR NORTH CAROLINA | $5,000 | |
| FEEDING KENTUCKY | ||||||||
| PO BOX 5522 | FRANKFORT | KY | 40602 | N/A | PC | FOOD SECURITY EFFORTS IN EASTERN KENTUCKY | $40,000 | |
| FEEDING KENTUCKY | ||||||||
| PO BOX 5522 | FRANKFORT | KY | 40602 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FILM AT LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA 4TH FLOOR | NEW YORK | NY | 10023 | N/A | PC | FLC ACADEMIES | $10,000 | |
| FLORIDA RISING TOGETHER | ||||||||
| 10800 BISCAYNE BOULEVARD | MIAMI | FL | 33161 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FOOT SOLDIERS PARK | ||||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36703 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| FOR THE LOVE OF PRIMATES | ||||||||
| 41 WENDELL ROAD SW | REYNOLDSBURG | OH | 43068 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | GENERAL OPERATING SUPPORT FOR APPALACHIAN ARTS ALLIANCE | $25,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | ARTIST RELIEF POST-FLOOD | $50,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | CENTRAL APPALACHIAN FAMILY FARM FUND | $50,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | GENERAL OPERATING SUPPORT FOR APPALACHIA FUNDERS NETWORK | $35,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | GENERAL OPERATING SUPPORT FOR APPALACHIA FUNDERS NETWORK | $15,000 | |
| FRIENDS OF THE CHILDREN AUSTIN | ||||||||
| 1023 SPRINGDALE ROAD | AUSTIN | TX | 78721 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRIENDS OF THE MOZARTINA MUSICAL ARTS CONSERVATORY THE | ||||||||
| 13 MAIN STREET | TARRYTOWN | NY | 10591 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| GROW OHIO VALLEY | ||||||||
| 1006 GRANDVIEW STREET | WHEELING | WV | 26003 | N/A | PC | EDIBLE MOUNTAIN: A PUBLIC HEALTH INITIATIVE IN WHEELING, WV | $75,000 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HARMONY PROJECT HUDSON | ||||||||
| PO BOX 62 | RHINECLIFF | NY | 12574 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEALTH ACCESS FUND | ||||||||
| 9466 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HEMPHILL COMMUNITY CENTER | ||||||||
| PO BOX 142 | JACKHORN | KY | 41825 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | RESOURCES FOR ABORTION DELIVERY'S ACCESS FUND | $100,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SOCIAL AND ECONOMIC STRATEGIES CENTER | $75,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | ONE WEST VIRGINIA | $25,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | RESOURCES FOR ABORTION DELIVERY (RAD) | $75,000 | |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||||
| PO BOX 125 | GARRISON | NY | 10524 | N/A | PC | OUTDOOR THEATER CAMPUS AND PERMANENT HOME | $25,000 | |
| INDEPENDENT FEATURE PROJECT DBA GOTHAM FILM & MEDIA INSTITUTE | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | N/A | PC | THE JANES IMPACT CAMPAIGN AT ELSEWHERE FILMS | $10,000 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 80 ROYAL PALM POINTE SUITE 301 | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | SHAREHOLDER RIGHTS AND DEFENSE | $122,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | CLIMATE AND ESG SHAREHOLDER RIGHTS LEGAL FELLOWSHIP | $100,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | NET ZERO BANKING | $100,000 | |
| JUMP ON BOARD FOR SUCCESS | ||||||||
| 2308 24TH STREET SW | AKRON | OH | 44314 | N/A | PC | GENERAL OPERATING SUPPORT | $18,500 | |
| JUMP ON BOARD FOR SUCCESS | ||||||||
| 2308 24TH STREET SW | AKRON | OH | 44314 | N/A | PC | GENERAL OPERATING SUPPORT | $19,000 | |
| JUST THE PILL | ||||||||
| 2038 FORD PARKWAY | SAINT PAUL | MN | 55116 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KENTUCKY CENTER FOR ECONOMIC POLICY | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| 2430 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| KENTUCKY HEALTH JUSTICE NETWORK | ||||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | N/A | PC | ABORTION ACCESS AND PREGNANCY PREVENTION | $100,000 | |
| KENTUCKY HEALTH JUSTICE NETWORK | ||||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KENTUCKY HEALTH JUSTICE NETWORK | ||||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| KENTUCKY HEALTH JUSTICE NETWORK | ||||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | N/A | PC | ABORTION ACCESS AND PREGNANCY PREVENTION | $100,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | CHISPA ARIZONA | $15,000 | |
| LEAGUE OF WOMEN VOTERS OF NORTH CAROLINA | ||||||||
| 3509 HAWORTH DRIVE SUITE 206 | RALEIGH | NC | 27609 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MAYDAY MEDICINES DBA MAYDAY HEALTH | ||||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | MSK CENTER FOR YOUNG ONSET COLORECTAL AND GASTROINTESTINAL CANCER | $10,000 | |
| MOTIVATIONAL EDGE THE | ||||||||
| 1550 NW 36 STREET | MIAMI | FL | 33142 | N/A | PC | GENERAL OPERATING SUPPORT | $81,000 | |
| MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES | ||||||||
| 3141 STEVENS CREEK BOULEVARD | SAN JOSE | CA | 95117 | N/A | PC | ALMA INSTITUTE GENERAL OPERATING SUPPORT | $20,000 | |
| NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY | ||||||||
| 1776 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | PROJECT OPPORTUNITY: IMPROVING REPRODUCTIVE HEALTH IN EASTERN KENTUCKY (A.K.A. ALL ACCESS EKY) | $200,000 | |
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||||
| 1100 H STREET NW | WASHINGTON | DC | 20005 | N/A | PC | BUILDING STATE CHAMPIONS FOR REGIONAL NET ZERO GRID POLICY | $150,000 | |
| NATIONAL VOTE AT HOME INSTITUTE | ||||||||
| PO BOX 65752 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL YOUNG FARMERS COALITION | ||||||||
| PO BOX 1074 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT FOR ALASKA VOTER HUB, FORMERLY AKCES | $100,000 | |
| NEW RIVER ABORTION ACCESS FUND | ||||||||
| PO BOX 10701 | BLACKSBURG | VA | 24062 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 | |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | ||||||||
| 711 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| NORTH CAROLINA BLACK ALLIANCE | ||||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | N/A | PC | GENERAL OPERATING SUPPORT | $14,000 | |
| NORTH CAROLINA COASTAL FEDERATION | ||||||||
| 3609 NC 24 OCEAN | NEWPORT | NC | 28570 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NORTH CAROLINA CONSERVATION NETWORK | ||||||||
| 234 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT | $42,000 | |
| NORTH CAROLINA CONSERVATION NETWORK | ||||||||
| 234 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA CONSERVATION NETWORK | ||||||||
| 234 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTHERN DUTCHESS HOSPITAL | ||||||||
| 6511 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | N/A | PC | CLEVELAND CLINIC EDUCATION FUND | $25,000 | |
| NORTHERN DUTCHESS HOSPITAL | ||||||||
| 6511 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | N/A | PC | CLEVELAND CLINIC EDUCATION FUND | $25,000 | |
| NUYORICAN POETS CAFE | ||||||||
| 236 E 3RD STREET | NEW YORK | NY | 10009 | N/A | PC | THE BLACK THEATRE PROJECT | $40,000 | |
| NW ENERGY COALITION | ||||||||
| 811 FIRST AVENUE | SEATTLE | WA | 98104 | N/A | PC | ADVANCING A NET ZERO GRID IN THE WEST | $150,000 | |
| OLANA PARTNERSHIP | ||||||||
| PO BOX 199 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OLANA PARTNERSHIP | ||||||||
| PO BOX 199 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| PO BOX 14822 | PORTLAND | OR | 97293 | N/A | PC | NW REGIONAL ENERGY MARKET PLANNING | $50,000 | |
| OVERTOWN YOUTH CENTER | ||||||||
| 450 NW 14TH STREET | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| PANORAMA GLOBAL | ||||||||
| 2101 4TH AVENUE | SEATTLE | WA | 98121 | N/A | PC | GENERAL OPERATING SUPPORT FOR HEALTH ACCESS FUND | $100,000 | |
| PARADISE GARDEN FOUNDATION | ||||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| PARADISE GARDEN FOUNDATION | ||||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GET OUT THE VOTE | $15,000 | |
| PHILIPSTOWN DEPOT THEATRE | ||||||||
| PO BOX 221 | GARRISON | NY | 10524 | N/A | PC | DEPOT DOCS UPGRADE | $5,000 | |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY | ||||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 98122 | N/A | PC | GENERAL OPERATING SUPPORT FOR KENTUCKY | $10,000 | |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY | ||||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 98122 | N/A | PC | GENERAL OPERATING SUPPORT FOR KENTUCKY | $75,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 201 E BEN WHITE BOULEVARD | AUSTIN | TX | 78704 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 17 N STATE STREET | CHICAGO | IL | 60602 | N/A | PC | CENTRAL ILLINOIS ORGANIZER | $250,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST | ||||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST | ||||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | IN HONOR OF LILLIAN TAMAYO FOR ABORTION CLINIC SUPPORT | $20,000 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | ||||||||
| 100 S BOYLAN AVENUE | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $14,000 | |
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| POINT SOURCE YOUTH | ||||||||
| 215 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PORTLAND VA RESEARCH FOUNDATION | ||||||||
| PO BOX 19832 | PORTLAND | OR | 97280 | N/A | PC | ETHICAL ATTITUDES, CONCERNS AND PRIORITIES SURVEY AT THE SNAP LAB | $100,000 | |
| PROGRESS FLORIDA EDUCATION INSTITUTE | ||||||||
| 200 2ND AVENUE SOUTH 808 | ST PETERSBURG | FL | 33701 | N/A | PC | PROTECTING FLORIDA'S DEMOCRACY AND ENVIRONMENT | $10,000 | |
| PROGRESS NORTH CAROLINA | ||||||||
| PO BOX 865 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT | $14,000 | |
| PROGRESSNOW COLORADO EDUCATION | ||||||||
| 1536 WYNKOOP STREET SUITE 224 | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATING SUPPORT FOR RURAL ELECTRIC COOPERATIVE ELECTION TOOLKIT (RECET) | $25,000 | |
| PROGRESSNOW COLORADO EDUCATION | ||||||||
| 1536 WYNKOOP STREET SUITE 224 | DENVER | CO | 80202 | N/A | PC | RURAL ELECTRIC COOPERATIVE ELECTIONS TOOLKIT | $135,000 | |
| PROMOTE THE VOTE FUND | ||||||||
| 600 W STREET JOSEPH STREET SUITE 3G | LANSING | MI | 48933 | N/A | PC | GENERAL OPERATING SUPPORT | $160,000 | |
| PROYECTO FARO | ||||||||
| 17 CRICKETOWN ROAD | STONY POINT | NY | 10980 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 301 E 11TH STREET SUITE 2 | AUSTIN | TX | 78701 | N/A | PC | COOP CIVIC ENGAGEMENT | $50,000 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 301 E 11TH STREET SUITE 2 | AUSTIN | TX | 78701 | N/A | PC | PEDERNALES COOP CIVIC ENGAGEMENT | $50,000 | |
| PUTNEY SCHOOL THE | ||||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PC | YOUNG ALUMNI GIVING CHALLENGE | $10,000 | |
| REFUGEPOINT | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE | ||||||||
| 1413 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| RENEWABLE NORTHWEST | ||||||||
| 421 SW 6TH AVENUE SUITE 1400 | PORTLAND | OR | 97204 | N/A | PC | ADVANCING A NET-ZERO GRID IN THE WEST | $100,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | SHAREHOLDER ADVOCACY LEGAL FELLOWSHIP | $250,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | COMMUNICATIONS | $15,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $125,000 | |
| RIFFRAFF ARTS COLLECTIVE | ||||||||
| 869 MERCER STREET | PRINCETON | WV | 24740 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| RIFFRAFF ARTS COLLECTIVE | ||||||||
| 869 MERCER STREET | PRINCETON | WV | 24740 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ROCKY MOUNTAIN INSTITUTE CENTER FOR CLIMATE FINANCE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | ADVANCING WESTERN WHOLESALE ENERGY MARKETS | $175,000 | |
| ROCKY MOUNTAIN INSTITUTE CENTER FOR CLIMATE FINANCE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | INVESTMENT DRIVEN DECARBONIZATION OF UTILITY SECTOR (RMI ENACT INDEX) | $150,000 | |
| ROCKY MOUNTAIN INSTITUTE CENTER FOR CLIMATE FINANCE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | PATHWAYS TOWARD A REGIONAL WESTERN GRID | $75,000 | |
| RURAL ACTION | ||||||||
| 9030 HOCKING HILLS DRIVE | THE PLAIN | OH | 45780 | N/A | PC | COMMUNITY LED SOLUTIONS TO EQUITABLE FOOD SYSTEMS | $75,000 | |
| SAVE THE CHILDREN FEDERATION | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | N/A | PC | UKRAINE CRISIS RELIEF FUND | $20,000 | |
| SCHOOL OF THE ARTS FOUNDATION | ||||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | N/A | PC | DREYFOOS SCHOOL OF THE ARTS | $20,000 | |
| SCORE CLEVELAND | ||||||||
| 1380 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| SD FOUNDATION | ||||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | N/A | PC | VOTING RIGHTS LAB | $35,000 | |
| SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION | ||||||||
| 8 MULBERRY ROAD | SELMA | AL | 36703 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION | ||||||||
| 8 MULBERRY ROAD | SELMA | AL | 36703 | N/A | PC | SALARY AND BENEFITS FOR THE SUSTAINABLE TOURISM DIRECTOR | $50,000 | |
| SHREVEPORT REGIONAL ARTS COUNCIL | ||||||||
| 801 CROCKETT STREET | SHREVEPORT | LA | 71101 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| SHREVEPORT REGIONAL ARTS COUNCIL | ||||||||
| 801 CROCKETT STREET | SHREVEPORT | LA | 71101 | N/A | PC | TOOLING THE SHREVEPORT COMMON MAKERSPACE | $350,000 | |
| SILENT VICTIMS OF CRIME | ||||||||
| 7100 NW 12TH STREET SUITE 103 | MIAMI | FL | 33126 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| SISTERS IN CINEMA | ||||||||
| 7140 S YATES BOULEVARD | CHICAGO | IL | 60649 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SLEEPY COFFEE TOO | ||||||||
| 110 BEEKMAN AVENUE | SLEEPY HOLLOW | NY | 10591 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOCIAL GOOD FUND | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | FIRESIDE PROJECT - EQUITY INITIATIVE | $25,000 | |
| SOLAR UNITED NEIGHBORS | ||||||||
| 1350 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | N/A | PC | HELPING RURAL ELECTRIC CO-OPS MAKE CLEAN ENERGY TRANSITION | $125,000 | |
| SOUTH ARTS | ||||||||
| 1800 PEACHTREE STREET NW | ATLANTA | GA | 30309 | N/A | PC | CREATIVE PLACEMAKING COMMUNITIES LEADERSHIP SUMMIT | $25,000 | |
| SOUTH FLORIDA AFTER-SCHOOL ALL-STARS | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | GENERAL OPERATING SUPPORT | $81,000 | |
| SOUTHEAST ENERGY EFFICIENCY ALLIANCE | ||||||||
| 100 PEACHTREE STREET NW | ATLANTA | GA | 30303 | N/A | PC | CLIMATE IMPACT THROUGH HOUSING AND ENERGY EQUITY | $150,000 | |
| SOUTHERN COALITION FOR SOCIAL JUSTICE | ||||||||
| 1415 W NC HIGHWAY 54 | DURHAM | NC | 27707 | N/A | PC | GENERAL OPERATING SUPPORT | $14,000 | |
| SOUTHERN COALITION FOR SOCIAL JUSTICE | ||||||||
| 1415 W NC HIGHWAY 54 | DURHAM | NC | 27707 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| SOUTHERN COALITION FOR SOCIAL JUSTICE | ||||||||
| 1415 W NC HIGHWAY 54 | DURHAM | NC | 27707 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 1415 W NC HIGHWAY 54 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | CURBING POLLUTION FROM INDUSTRIAL FARMING OPERATIONS IN NORTH CAROLINA | $50,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | LEADERSHIP AND ADVOCACY FOR NORTH CAROLINA | $50,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | NC CLEAN POWER RULEMAKING | $150,000 | |
| ST PAUL & RAMSEY COUNTY DOMESTIC ABUSE INTERVENTION PROJECT | ||||||||
| 394 DAYTON AVENUE | SAINT PAUL | MN | 55104 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST STEPHEN'S EPISCOPAL SCHOOL | ||||||||
| 6500 ST STEPHENS DRIVE | AUSTIN | TX | 78727 | N/A | PC | EMERGING SCHOLARS AND GENERAL OPERATING SUPPORT | $25,000 | |
| STATE INNOVATION EXCHANGE | ||||||||
| PO BOX 260230 | MADISON | WI | 53726 | N/A | PC | SIX REPRO GENERAL OPERATING SUPPORT | $75,000 | |
| STORM KING ART CENTER | ||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | N/A | PC | CAPITAL CAMPAIGN | $15,000 | |
| TEXAS FREEDOM NETWORK EDUCATION FUND | ||||||||
| PO BOX 1624 | AUSTIN | TX | 78767 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE FREE SCHOOL | ||||||||
| 8 ELM STREET | ALBANY | NY | 12202 | N/A | PC | HUDSON CATSKILL HOUSING COALITION GENERAL OPERATING SUPPORT | $10,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | GENERAL OPERATING SUPPORT FOR DETROIT ACTION EDUCATION FUND | $85,000 | |
| TIDES FOUNDATION | ||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| TRUST WOMEN FOUNDATION | ||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | ABORTION ACCESS | $5,000 | |
| TRUST WOMEN FOUNDATION | ||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TRUST WOMEN FOUNDATION | ||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TRUST WOMEN FOUNDATION | ||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | SCIENCE FOR A HEALTHY DEMOCRACY | $10,000 | |
| UNITED AGAINST POVERTY INDIAN RIVER COUNTY | ||||||||
| 1400 27TH STREET | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL DBA PLAYMAKERS REPERTORY COMPAN | ||||||||
| CB 3235 | CHAPEL HILL | NC | 27599 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | MATCHING CHALLENGE GRANT | $20,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT AND EXECUTIVE DIRECTOR DEVELOPMENT PROGRAM | $12,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT AND EXECUTIVE DIRECTOR DEVELOPMENT PROGRAM | $25,000 | |
| VETERANS OF WAR | ||||||||
| 7389 ROXBURY AVENUE | MANASSAS | VA | 20109 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| VETERANS OF WAR | ||||||||
| 7389 ROXBURY AVENUE | MANASSAS | VA | 20109 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| VETERANS OF WAR | ||||||||
| 7389 ROXBURY AVENUE | MANASSAS | VA | 20109 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VOTER PARTICIPATION CENTER | ||||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VOTO LATINO FOUNDATION | ||||||||
| 1701 RHODE ISLAND AVENUE | WASHINGTON | DC | 20036 | N/A | PC | ARIZONA LATINO CIVIC ENGAGEMENT | $20,000 | |
| WEST VIRGINIA FOOD AND FARM COALITION | ||||||||
| 3820 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WEST VIRGINIA FREE | ||||||||
| PO BOX 11042 | CHARLESTON | WV | 25339 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WEST VIRGINIA FREE | ||||||||
| PO BOX 11042 | CHARLESTON | WV | 25339 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WESTERN RESOURCE ADVOCATES | ||||||||
| 2260 BASELINE ROAD SUITE 200 | BOULDER | CO | 80302 | N/A | PC | NET-ZERO GRID - GHG ACCOUNTING | $75,000 | |
| WILLIAM KING MUSEUM OF ART | ||||||||
| PO BOX 2256 | ABINGDON | VA | 24212 | N/A | PC | GENERAL OPERATING SUPPORT: ART LAB | $75,000 | |
| WILLIAM KING MUSEUM OF ART | ||||||||
| PO BOX 2256 | ABINGDON | VA | 24212 | N/A | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| WOMEN HAVE OPTIONS | ||||||||
| PO BOX 1611 | COLUMBUS | OH | 43216 | N/A | PC | ABORTION SUPPORT PROGRAM | $25,000 | |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | MARYLAND SATELLITE CLINIC | $100,000 | |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WORLD MONUMENTS FUND | ||||||||
| 600 FIFTH AVENUE | NEW YORK | NY | 10020 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE | WASHINGTON | DC | 20002 | N/A | PC | ADVANCING NET-ZERO GRIDS AND IMPROVED MARKET DESIGNS | $100,000 | |
| WORMFARM INSTITUTE | ||||||||
| 28 EAST MAIN STREET | REEDSBURG | WI | 53959 | N/A | PC | FARM ART DTOUR 2022 | $60,000 | |
| WORMFARM INSTITUTE | ||||||||
| 28 EAST MAIN STREET | REEDSBURG | WI | 53959 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| YOU CAN VOTE | ||||||||
| 2726 CROASDAILE DRIVE | DURHAM | NC | 27705 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| YOU CAN VOTE | ||||||||
| 2726 CROASDAILE DRIVE | DURHAM | NC | 27705 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,842,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM | ||||||||
| 209 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | OPERATING SUPPORT FOR HISTORIC CIVIL RIGHTS SITES | $100,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION | ||||||||
| 900 S PERRY STREET SUITE B | MONTGOMERY | AL | 36104 | N/A | PC | REPRODUCTIVE RIGHTS AND JUSTICE | $100,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | COMMUNITY DEVELOPMENT: GENERAL OPERATIONS | $75,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | PHOTOGRAPHIC NIGHTS OF SELMA | $35,000 | |
| BLUE RIDGE ABORTION FUND | ||||||||
| PO BOX 5082 | CHARLOTTESVILLE | VA | 22905 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | PENNSYLVANIA CAPACITY BUILDING | $75,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | PENNSYLVANIA CAPACITY BUILDING | $75,000 | |
| CERES | ||||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | DECARBONIZING THE U.S. POWER SECTOR THROUGH CORPORATE, INVESTOR, AND BANK ACTION | $100,000 | |
| CLEAN ENERGY WORKS | ||||||||
| 1666 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | N/A | PC | STRATEGIC SUPPORT FOR THE RURAL POWER COALITION, INCLUDING ALASKA | $300,000 | 100 |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | LOCAL GRID ACCESS TO CLEAN ENERGY | $50,000 | |
| FLORIDA RIGHTS RESTORATION COALITION (WAS TO TIDES ORIGINALLY) | ||||||||
| PO BOX 618147 | ORLANDO | FL | 32861 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | CLIMATE AND ESG SHAREHOLDER RIGHTS LEGAL FELLOWSHIP | $150,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | NET ZERO BANKING | $100,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| 2430 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT FOR ALASKA VOTER HUB, FORMERLY AKCES | $75,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT FOR ALASKA VOTER HUB, FORMERLY AKCES | $75,000 | |
| PARADISE GARDEN FOUNDATION | ||||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST | ||||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $125,000 | |
| ROCKY MOUNTAIN INSTITUTE CENTER FOR CLIMATE FINANCE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | ADVANCING WESTERN WHOLESALE ENERGY MARKETS | $125,000 | |
| ROCKY MOUNTAIN INSTITUTE CENTER FOR CLIMATE FINANCE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | INVESTMENT DRIVEN DECARBONIZATION OF UTILITY SECTOR (RMI ENACT INDEX) | $150,000 | |
| ROCKY MOUNTAIN INSTITUTE CENTER FOR CLIMATE FINANCE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | PATHWAYS TOWARD A REGIONAL WESTERN GRID | $75,000 | |
| SAN JUAN CITIZENS ALLIANCE (WAS TO PROGRESSNOW COLORADO ORIGINALLY) | ||||||||
| 1309 E 3RD AVENUE SUITE 5 | DURANGO | CO | 81302 | N/A | PC | RURAL ELECTRIC COOPERATIVE ELECTIONS TOOLKIT | $135,000 | |
| SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION | ||||||||
| 8 MULBERRY ROAD | SELMA | AL | 36703 | N/A | PC | SALARY AND BENEFITS FOR THE SUSTAINABLE TOURISM DIRECTOR | $50,000 | |
| SOUTHEAST ENERGY EFFICIENCY ALLIANCE | ||||||||
| 100 PEACHTREE STREET NW | ATLANTA | GA | 30303 | N/A | PC | CLIMATE IMPACT THROUGH HOUSING AND ENERGY EQUITY | $150,000 | |
| WILLIAM KING MUSEUM OF ART | ||||||||
| PO BOX 2256 | ABINGDON | VA | 24212 | N/A | PC | GENERAL OPERATING SUPPORT: ART LAB | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,595,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,544 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $311 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,003,516 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,542,330 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER LOSS THRU SCHEDULE K-1'S | 901101 | -$20 | 01 | -$168,479 |
| OTHER MISCELLANEOUS INCOME | 01 | $2,947 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $291 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,462,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,462,431 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT | $24,000 | $0 | $47,250 |
| TAX RETURN PREPARATION | $11,306 | $0 | $7,806 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (270 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD (ABB) 8,016.000 SHARES | $244,167 | $244,167 |
| ACCENTURE PLC (ACN) 1,709.000 SHARES | $456,030 | $456,030 |
| ACI WORLDWIDE INC (ACIW) 13,482.000 SHARES | $310,086 | $310,086 |
| ACUITY BRANDS INC (AYI) 825.000 SHARES | $136,628 | $136,628 |
| ADOBE SYSTEMS INC (ADBE) 1,303.000 SHARES | $438,499 | $438,499 |
| ADOBE SYSTEMS INC (ADBE) 1,855.000 SHARES | $624,263 | $624,263 |
| ADYEN N V (ADYEY) 29,309.000 SHARES | $402,998 | $402,998 |
| AERCAP HOLDING NV (AER) 2,281.000 SHARES | $133,028 | $133,028 |
| AGILENT TECHNOLOGIES INC (A) 2,091.000 SHARES | $312,918 | $312,918 |
| AIA GROUP LTD (1299.HK) 19,200.000 SHARES | $213,526 | $213,526 |
| AIA GROUP LTD (AAGIY) 15,486.000 SHARES | $688,895 | $688,895 |
| AIR LIQUIDE (AIQUY) 6,684.000 SHARES | $188,897 | $188,897 |
| AIR LIQUIDE SA (AI.FP) 2,944.000 SHARESS | $415,999 | $415,999 |
| AIRPORTS OF THAILAND PUBLIC COMPANY LTD. (AOT/F.TB) 44,700.000 SHARES | $96,998 | $96,998 |
| AKAMAI TECHNOLOGIES INC (AKAM) 1,680.000 SHARES | $141,624 | $141,624 |
| ALCON INC (ALC) 3,846.000 SHARES | $263,643 | $263,643 |
| ALFA LAVAL AB (ALFVY) 7,604.000 SHARES | $219,740 | $219,740 |
| ALIGN TECHNOLOGY INC (ALGN) 1,541.000 SHARES | $324,997 | $324,997 |
| ALLIANZ SE (ALIZY) 30,364.000 SHARES | $651,035 | $651,035 |
| ALPHABET, INC. (GOOG) 10,415.000 SHARES | $924,123 | $924,123 |
| ALPHABET, INC. (GOOG) 13.480.000 SHARES | $1,196,080 | $1,196,080 |
| ALPHABET, INC. (GOOGL) 7,834.000 SHARES | $691,194 | $691,194 |
| AMAZON.COM INC (AMZN) 11,017.000 SHARES | $925,428 | $925,428 |
| AMAZON.COM INC (AMZN) 8,496.000 SHARES | $713,664 | $713,664 |
| AMAZON.COM INC (AMZN) 98.000 SHARES | $8,232 | $8,232 |
| AMBEV S A (ABEV) 73,801.000 SHARES | $200,739 | $200,739 |
| AMDOCS LTD ORD (DOX) 2,145.000 SHARES | $194,981 | $194,981 |
| AMERICAN FINL GROUP INC OHIO (AFG) 1,330.000 SHARES | $182,582 | $182,582 |
| AMERIPRISE FINANCIAL INC (AMP) 2,699.000 SHARES | $840,388 | $840,388 |
| ANALOG DEVICES INC (ADI) 3,228.000 SHARES | $529,489 | $529,489 |
| ANALOG DEVICES INC (ADI) 5,674.000 SHARES | $930,706 | $930,706 |
| APPLE INC (AAPL) 8,517.000 SHARES | $1,106,614 | $1,106,614 |
| APPLE INC (AAPL) 8,614.000 SHARES | $1,119,217 | $1,119,217 |
| APPLIED INDL TECHNOLOGIES INC (AIT) 2,095.000 SHARES | $264,033 | $264,033 |
| APTARGROUP INC (ATR) 2,050.000 SHARES | $225,459 | $225,459 |
| APTIV PLC (APTV) 5,557.000 SHARES | $517,523 | $517,523 |
| ASHTEAD GROUP PLC (AHT.LN) 4,062.000 SHARES | $230,628 | $230,628 |
| ASPEN TECHNOLOGY INC (AZPN) 1,093.000 SHARES | $224,502 | $224,502 |
| ATLAS COPCO AB (ATLKY) 46,204.000 SHARES | $545,854 | $545,854 |
| AUTODESK INC (ADSK) 1,711.000 SHARES | $319,735 | $319,735 |
| AVANTOR INC (AVTR) 24,185.000 SHARES | $510,062 | $510,062 |
| AVERY DENNISON CORP (AVY) 910.000 SHARES | $164,710 | $164,710 |
| B J'S WHOLESALE CLUB HOLDINGS INC (BJ) 2,745.000 SHARES | $181,609 | $181,609 |
| BANCO BILBAO VIZCAYA (BBVA) 51,303.000 SHARES | $308,331 | $308,331 |
| BANK HAWAII CORP (BOH) 1,540.000 SHARES | $119,442 | $119,442 |
| BERKSHIRE HATHAWAY INC DEL CL B (BRK.B) 4,614.000 SHARES | $1,425,265 | $1,425,265 |
| BGC PARTNERS INC (BGCP) 56,081.000 SHARES | $211,425 | $211,425 |
| BIO-TECHNE CORP (TECH) 5,456.000 SHARES | $452,193 | $452,193 |
| BLACKROCK INC (BLK) 823.000 SHARES | $583,202 | $583,202 |
| BLACKSTONE GROUP INC (BX) 3,366.000 SHARES | $249,724 | $249,724 |
| BNP PARIBAS (BNP.FP) 2,537.000 SHARES | $144,180 | $144,180 |
| BOOKING HOLDINGS INC. (BKNG) 418.000 SHARES | $842,387 | $842,387 |
| BRIGHT HORIZONS FAMILY SOLUTIONS (BFAM) 4,031.000 SHARES | $254,356 | $254,356 |
| BROADRIDGE FINANCIAL SOLUTIONS INC (BR) 1,150.000 SHARES | $154,250 | $154,250 |
| C H ROBINSON WORLDWIDE INC (CHRW) 1,320.000 SHARES | $120,859 | $120,859 |
| CABLE ONE, INC. (CABO) 216.000 SHARES | $153,762 | $153,762 |
| CANADIAN NATIONAL RAILWAY COMPANY (CNI) 2,278.000 SHARES | $270,809 | $270,809 |
| CANADIAN NATIONAL RAILWAY COMPANY (CNI) 3,205.000 SHARES | $381,010 | $381,010 |
| CAPITALAND MALL TRUST (CICT.SP) 161,800.000 SHARES | $246,102 | $246,102 |
| CARMAX INC (KMX) 7,895.000 SHARES | $480,727 | $480,727 |
| CARRIER GLOBAL CORPORATION (CARR) 13,725.000 SHARES | $566,156 | $566,156 |
| CARTER'S INC (CRI) 1,895.000 SHARES | $141,386 | $141,386 |
| CAVCO INDUSTRIES INC (CVCO) 550.000 SHARES | $124,438 | $124,438 |
| CBIZ INC (CBZ) 12,470.000 SHARES | $584,220 | $584,220 |
| CBOE HOLDINGS INC (CBOE) 1,395.000 SHARES | $175,031 | $175,031 |
| CHEMED CORP NEW (CHE) 435.000 SHARES | $222,037 | $222,037 |
| CHOICE HOTELS INTL INC (CHH) 1,585.000 SHARES | $178,534 | $178,534 |
| CHUGAI PHARMACEUTICAL LTD (CHGCY) 17,766.000 SHARES | $226,747 | $226,747 |
| CME GROUP INC (CME) 2,380.000 SHARES | $400,221 | $400,221 |
| COHEN & STEERS INC (CNS) 1,590.000 SHARES | $102,650 | $102,650 |
| COLUMBIA BKG SYS INC (COLB) 10,404.000 SHARES | $313,473 | $313,473 |
| COLUMBIA SPORTSWEAR CO (COLM) 1,556.000 SHARES | $136,274 | $136,274 |
| COMMERCE BANCSHARES INC (CBSH) 1,837.000 SHARES | $125,045 | $125,045 |
| COMMUNITY HEALTHCARE TRUST INC (CHCT) 5,895.000 SHARES | $211,041 | $211,041 |
| COMPAGNIE DE SAINT-GOBAIN (SGO.FP) 6,451.000 SHARES | $314,292 | $314,292 |
| CONSENSUS CLOUD SOLUTION-W/I (CCSI) 2,802.000 SHARES | $150,636 | $150,636 |
| COOPER COS INC (COO) 63.000 SHARES | $20,832 | $20,832 |
| COOPER COS INC (COO) 877.000 SHARES | $289,998 | $289,998 |
| CSPC PHARMACEUTICALS GROUP LTD (CSPCY) 64,685.000 SHARES | $271,871 | $271,871 |
| CUBESMART (CUBE) 2,985.000 SHARES | $120,146 | $120,146 |
| DAIFUKU CO LTD (DFKCY) 6,872.000 SHARES | $80,464 | $80,464 |
| DASSAULT SYSTEMS S A (DASTY) 9,662.000 SHARES | $345,388 | $345,388 |
| DBS GROUP HOLDINGS LTD (DBSDY) 6,009.000 SHARES | $607,888 | $607,888 |
| DEERE & CO (DE) 2,321.000 SHARES | $995,152 | $995,152 |
| DENSO CORPORATION Y50 (6902.JP) 3,900.000 SHARES | $193,190 | $193,190 |
| DEUTSCHE POST AG (DPWD.IX) 8,127.000 SHARES | $305,135 | $305,135 |
| DEUTSCHE TELEKOM AG (DTE.GR) 12,124.000 SHARES | $241,163 | $241,163 |
| DEXCOM INC. (DXCM) 5,648.000 SHARES | $639,580 | $639,580 |
| DOLBY LABORATORIES INC CL-A (DLB) 2,276.000 SHARES | $160,549 | $160,549 |
| DONALDSON CO INC (DCI) 3,810.000 SHARES | $224,295 | $224,295 |
| EAST WEST BANCORP INC (EWBC) 4,202.000 SHARES | $276,912 | $276,912 |
| EATON CORP PLC (ETN) 5,808.000 SHARES | $911,566 | $911,566 |
| EDWARDS LIFESCIENCES CORP (EW) 10,720.000 SHARES | $799,819 | $799,819 |
| ENOVIS CORP (ENOV) 4,253.000 SHARES | $227,621 | $227,621 |
| EPIROC AKTIEBOLAG (EPIAS.S4) 16,416.000 SHARES | $299,110 | $299,110 |
| EPIROC AKTIEBOLAG (EPOKY) 14,395.000 SHARES | $262,291 | $262,291 |
| EQUITY COMMONWEALTH (EQC) 6,299.000 SHARES | $157,286 | $157,286 |
| ESAB CORPORATION (ESAB) 4,679.000 SHARES | $219,539 | $219,539 |
| ESCO TECHNOLOGIES INC (ESE) 1,665.000 SHARES | $145,754 | $145,754 |
| ESTEE LAUDER COMPANIES CLASS A (EL) 3,392.000 SHARES | $841,589 | $841,589 |
| EVERI HOLDINGS INC. (EVRI) 11,101.000 SHARES | $159,299 | $159,299 |
| EXPEDITORS INTL WASH INC (EXPD) 1,713.000 SHARES | $178,015 | $178,015 |
| F B FINANCIAL CORP (FBK) 10,265.000 SHARES | $370,977 | $370,977 |
| F5 NETWORKS INC (FFIV) 1,047.000 SHARES | $150,255 | $150,255 |
| FACTSET RESEARCH SYSTEMS INC (FDS) 382.000 SHARES | $153,262 | $153,262 |
| FANUC CORPORATION (FANUY) 7,911.000 SHARES | $118,926 | $118,926 |
| FIRST CTZNS BANCSHARES INC N C CL A (FCNCA) 779.000 SHARES | $590,762 | $590,762 |
| FIRST MERCHANTS CORP (FRME) 12,271.000 SHARES | $504,461 | $504,461 |
| FIRST REPUBLIC BANK (FRC) 4,845.000 SHARES | $590,557 | $590,557 |
| FISERV INC (FISV) 3,170.000 SHARES | $320,392 | $320,392 |
| FLOWERS FOOD INC (FLO) 5,600.000 SHARES | $160,944 | $160,944 |
| FOMENTO ECONOMICO MEXICANO SAB DE CV (FMX) 6,463.000 SHARES | $504,890 | $504,890 |
| FORWARD AIR CORP (FWRD) 2,053.000 SHARES | $215,339 | $215,339 |
| FRANKLIN ELECTRIC INC (FELE) 1,480.000 SHARES | $118,030 | $118,030 |
| FULLER H B CO (FUL) 4,115.000 SHARES | $294,716 | $294,716 |
| G X O LOGISTICS, INC. (GXO) 3,737.000 SHARES | $159,533 | $159,533 |
| GUARDANT HEALTH INC. (GH) 4,441.000 SHARES | $120,795 | $120,795 |
| HAIER SMART HOME CO LTD (HSHCY) 27,512.000 SHARES | $375,044 | $375,044 |
| HDFC BK LTD (HDB) 3,129.000 SHARES | $214,055 | $214,055 |
| HENRY (JACK) & ASSOCIATES INC (JKHY) 1,000.000 SHARES | $175,560 | $175,560 |
| HUBBELL INC COM (HUBB) 1,011.000 SHARES | $237,261 | $237,261 |
| ICICI BANK LTD (IBN) 18,070.000 SHARES | $395,552 | $395,552 |
| ICICI BK LTD (IBN) 20,940.000 SHARES | $458,377 | $458,377 |
| IDEX CORP (IEX) 475.000 SHARES | $108,457 | $108,457 |
| IDEXX LABS INC (IDXX) 1,192.000 SHARES | $486,288 | $486,288 |
| ILLUMINA INC (ILMN) 1,487.000 SHARES | $300,671 | $300,671 |
| INFINEON TECHNOLOGIES AG (IFNNY) 17,226.000 SHARES | $522,671 | $522,671 |
| INSULET CORPORATION (PODD) 1,434.000 SHARES | $422,155 | $422,155 |
| INTACT FINANCIAL CORPORATION (IFC.CN) 1,576.000 SHARES | $226,708 | $226,708 |
| INTERPUBLIC GROUP COS INC (IPG) 5,535.000 SHARES | $184,371 | $184,371 |
| INTUIT (INTU) 1,458.000 SHARES | $567,483 | $567,483 |
| J 2 GLOBAL, INC. (ZD) 5,012.000 SHARES | $396,449 | $396,449 |
| JACOBS ENGR GROUP INC (J) 2,865.000 SHARES | $344,001 | $344,001 |
| JONES LANG LASALLE INC (JLL) 1,290.000 SHARES | $205,587 | $205,587 |
| JP MORGAN CHASE & CO (JPM) 151.000 SHARES | $20,249 | $20,249 |
| KAMAN CORP (KAMN) 6,157.000 SHARES | $137,301 | $137,301 |
| KAR AUCTION SERVICES INC (KAR) 20,781.000 SHARES | $271,192 | $271,192 |
| KERING (PPRUY) 2,924.000 SHARES | $148,387 | $148,387 |
| KEYSIGHT TECHNOLOGIES, INC. (KEYS) 5,734.000 SHARES | $980,915 | $980,915 |
| KKR & CO INC (KKR) 17,627.000 SHARES | $818,245 | $818,245 |
| KOMATSU LTD (KMTUY) 10,787.000 SHARES | $235,124 | $235,124 |
| KONINKLIJKE PHILIPS NV (PHIA.NA) 10,218.000 SHARES | $152,716 | $152,716 |
| KT CORP (KT) 30,143.000 SHARES | $406,931 | $406,931 |
| KUBOTA CORPORATION (6326.JP) 10,800.000 SHARES | $148,726 | $148,726 |
| KUBOTA CORPORATION (KUBTY) 2,966.000 SHARES | $204,221 | $204,221 |
| L OREAL CO (LRLCY) 8,209.000 SHARES | $584,538 | $584,538 |
| LAMAR ADVERTISING COMPANY (LAMR) 1,745.000 SHARES | $164,728 | $164,728 |
| LAMB WESTON HOLDINGS, INC. (LW) 1,129.000 SHARES | $100,887 | $100,887 |
| LESLIE'S, INC. (LESL) 15,741.000 SHARES | $192,198 | $192,198 |
| LILLY ELI & CO (LLY) 2,186.000 SHARES | $799,726 | $799,726 |
| LINCOLN ELEC HLDGS INC (LECO) 1,410.000 SHARES | $203,731 | $203,731 |
| LITHIA MTRS INC (LAD) 1,236.000 SHARES | $253,059 | $253,059 |
| LIVANOVA PLC (LIVN) 2,868.000 SHARES | $159,289 | $159,289 |
| LONDON STOCK EXCHANGE GROUP PLC (LSE.LN) 2,918.000 SHARES | $250,478 | $250,478 |
| LONZA GROUP AG ZUERICH (LZAGY) 5,966.000 SHARES | $292,173 | $292,173 |
| LOWE'S COMPANIES INC (LOW) 102.000 SHARES | $20,322 | $20,322 |
| LOWE'S COMPANIES INC (LOW) 2,225.000 SHARES | $443,309 | $443,309 |
| M G M MIRAGE (MGM) 28,059.000 SHARES | $940,818 | $940,818 |
| MANHATTAN ASSOCS INC (MANH) 1,415.000 SHARES | $171,781 | $171,781 |
| MANULIFE FINANCIAL CORP (MFC) 12,543.000 SHARES | $223,767 | $223,767 |
| MASCO CORP (MAS) 3,190.000 SHARES | $148,877 | $148,877 |
| MASTERCARD INC (MA) 4,668.000 SHARES | $1,623,204 | $1,623,204 |
| MATCH GROUP INC (MTCH) 5,456.000 SHARES | $226,369 | $226,369 |
| MEDICAL PROPERTIES TRUST INC (MPW) 15,841.000 SHARES | $176,469 | $176,469 |
| MEDPACE HOLDINGS, INC. (MEDP) 1,472.000 SHARES | $312,668 | $312,668 |
| MERCK & CO INC (MRK) 315.000 SHARES | $34,950 | $34,950 |
| MERCK & CO INC (MRK) 4,204.000 SHARES | $466,434 | $466,434 |
| META PLATFORMS INC (META) 101.000 SHARES | $12,154 | $12,154 |
| MICROSOFT CORPORATION (MSFT) 5,936.000 SHARES | $1,423,572 | $1,423,572 |
| MICROSOFT CORPORATION (MSFT) 8,191.000 SHARES | $1,964,366 | $1,964,366 |
| MIDDLEBY CORP (MIDD) 980.000 SHARES | $131,222 | $131,222 |
| MODIVCARE INC (MODV) 3,927.000 SHARES | $352,370 | $352,370 |
| NETAPP INC (NTAP) 2,040.000 SHARES | $122,522 | $122,522 |
| NETFLIX COM INC (NFLX) 1,612.000 SHARES | $475,346 | $475,346 |
| NEWMARK GROUP INC CL A (NMRK) 17,692.000 SHARES | $141,029 | $141,029 |
| NEXSTAR BROADCASTING GROUP INC (NXST) 3,228.000 SHARES | $564,997 | $564,997 |
| NINTENDO CO (7974.JP) 7,000.000 SHARES | $293,486 | $293,486 |
| NITORI HOLDINGS CO LTD (NCLTY) 14,681.000SHARES | $189,708 | $189,708 |
| NOMAD FOODS LTD. (NOMD) 27,917.000 SHARES | $481,289 | $481,289 |
| NORDSON CORP (NDSN) 889.000 SHARES | $211,333 | $211,333 |
| NOVOZYMES A/S (NVZMY) 2,911.000 SHARES | $147,014 | $147,014 |
| NVIDIA CORP (NVDA) 2,109.000 SHARES | $308,209 | $308,209 |
| OLD DOMINION FGHT LINE (ODFL) 1,176.000 SHARES | $333,725 | $333,725 |
| OMNICOM GROUP INC (OMC) 3,185.000 SHARES | $259,800 | $259,800 |
| OSI SYS INC (OSIS) 2,303.000 SHARES | $183,134 | $183,134 |
| OTIS WORLDWIDE CORPORATION (OTIS) 4,921.000 SHARES | $385,363 | $385,363 |
| OVERSEA-CHINESE BANKING CORPORATION LIMITED (OCBC.SP) 45,400.000 SHARES | $412,296 | $412,296 |
| OXFORD INDUSTRIES INC (OXM) 2,436.000 SHARES | $226,986 | $226,986 |
| P T TELEKOMUNIKASI (TLK) 9,453.000 SHARES | $225,454 | $225,454 |
| PACIFIC PREMIER BANCORP (PPBI) 12,602.000 SHARES | $397,719 | $397,719 |
| PACKAGING CORP AMER (PKG) 980.000 SHARES | $125,352 | $125,352 |
| PACWEST BANCORP (PACW) 13,907.000 SHARES | $319,166 | $319,166 |
| PANASONIC CORPORATION (6752.JP) 31,400.000 SHARES | $264,275 | $264,275 |
| PAYPAL HOLDINGS, INC. (PYPL) 5,307.000 SHARES | $377,965 | $377,965 |
| PERKINELMER INC (PKI) 1,426.000 SHARES | $199,954 | $199,954 |
| PHYSICIANS REALTY TRUST (DOC) 11,450.000 SHARES | $165,682 | $165,682 |
| PING AN INSURANCE GROUP (PNGAY) 14,568.000 | $192,807 | $192,807 |
| PINTEREST, INC. (PINS) 10,200.000 SHARES | $247,656 | $247,656 |
| PROGRESS SOFTWARE CORP (PRGS) 3,420.000 SHARES | $172,539 | $172,539 |
| REED ELSEVIER PLC (REL.LN) 12,423.00 SHARES | $341,910 | $341,910 |
| RITCHIE BROS AUCTIONEERS INC (RBA) 8,555.000 SHARES | $494,736 | $494,736 |
| ROBERT HALF INTL INC (RHI) 2,262.000 SHARES | $167,003 | $167,003 |
| ROCHE HOLDING AG-GENUSSS (ROG.SW) 868.000 SHARES | $272,540 | $272,540 |
| ROCHE HOLDING LTD (RHHBY) 13,416.000 SHARES | $526,551 | $526,551 |
| ROCKWELL AUTOMATION INC (ROK) 4,170.000 SHARES | $1,074,067 | $1,074,067 |
| ROYAL BANK CDA MONTREAL QUEBEC (RY) 245.000 SHARES | $23,035 | $23,035 |
| RPM INTERNATIONAL INC (RPM) 2,387.000 SHARES | $232,613 | $232,613 |
| RUTH'S CHRIS STEAK HOUSE (RUTH) 9,795.000 SHARES | $151,627 | $151,627 |
| S & P GLOBAL INC. (SPGI) 2,780.000 SHARES | $931,133 | $931,133 |
| S B A COMMUNICATIONS CORPORATION (SBAC) 1,607.000 SHARES | $450,458 | $450,458 |
| S E I INVESTMENTS COMPANY (SEIC) 4,293.000 SHARES | $250,282 | $250,282 |
| S T A G INDUSTRIAL INC (STAG) 7,385.000 SHARES | $238,609 | $238,609 |
| SAP SE (SAP) 3,017.000 SHARES | $311,324 | $311,324 |
| SCHEIN HENRY INC (HSIC) 2,585.000 SHARES | $206,464 | $206,464 |
| SCHNEIDER ELECTRIC SE (SBGSY) 16,273.000 SHARES | $454,049 | $454,049 |
| SCHNEIDER SA FF50 (SU.FP) 2,569.000 SHARES | $358,404 | $358,404 |
| SCHWAB CHARLES CORP NEW (SCHW) 8,841.000 SHARES | $736,101 | $736,101 |
| SHIMANO INC (SMNNY) 7,472.000 SHARES | $118,469 | $118,469 |
| SHIONOGI & CO LTD (SGIOY) 16,071.000 SHARES | $200,550 | $200,550 |
| SHISEIDO CO LTD (SSDOY) 5,155.000 SHARES | $252,817 | $252,817 |
| SIGNATURE BANK (SBNY) 1,005.000 SHARES | $115,796 | $115,796 |
| SILGAN HLDGS INC (SLGN) 11,422.000 SHARES | $592,116 | $592,116 |
| SMITH A O CORP (AOS) 2,530.000 SHARES | $144,817 | $144,817 |
| SMUCKER J M CO (SJM) 1,607.000 SHARES | $254,646 | $254,646 |
| SNAP ON INC (SNA) 673.000 SHARES | $153,774 | $153,774 |
| SONOVA HOLDING AG (SONVY) 3,163.000 SHARES | $149,945 | $149,945 |
| SONY CORP Y50 (6758.JP) 5,300.000 SHARES | $403,088 | $403,088 |
| SPECTRUM BRANDS HLDGS INC NEW (SPB) 4,922.000 SHARES | $299,848 | $299,848 |
| SPIRE INC. (SR) 80.000 SHARES | $5,509 | $5,509 |
| SPLUNK INC. (SPLK) 3,574.000 SHARES | $307,686 | $307,686 |
| STARWOOD PROPERTY TRUST INC (STWD) 18,480.000 SHARES | $338,738 | $338,738 |
| STERIS PLC (STE) 1,015.000 SHARES | $187,460 | $187,460 |
| SVENSKA HANDELSBANKEN AB (SHBAS.EB) 30,009.000 SHARES | $302,696 | $302,696 |
| SWEDBANK AB (SWEDA.SS) 21,307.000 SHARES | $362,564 | $362,564 |
| SYMRISE AG (SYIEY) 9,106.000 SHARES | $246,964 | $246,964 |
| SYSMEX CORPORATION (SSMXY) 5,482.000 SHARES | $166,148 | $166,148 |
| T J X COMPANIES INC (TJX) 6,834.000 SHARES | $543,986 | $543,986 |
| T -MOBILE US, INC. (TMUS) 3,587.000 SHARES | $502,180 | $502,180 |
| TAIWAN SEMICONDUCTOR MFG CO (TSM) 4,927.000 SHARES | $367,012 | $367,012 |
| TAIWAN SEMICONDUCTOR MFG CO LTD (TSM) 4,569.000 SHARES | $340,345 | $340,345 |
| TAIWAN SEMICONDUCTOR MFG CO LTD (TSM) 9,165.000 SHARES | $682,701 | $682,701 |
| TELEFLEX INC (TFX) 650.000 SHARES | $162,260 | $162,260 |
| TENCENT HOLDINGS LIMITED (TCEHY) 9,070.000 SHARES | $388,133 | $388,133 |
| TEXAS ROADHOUSE INC CL A (TXRH) 1,210.000 SHARES | $110,050 | $110,050 |
| THE WALT DISNEY COMPANY (DIS) 307.000 SHARES | $26,672 | $26,672 |
| THE WALT DISNEY COMPANY (DIS) 5,135.000 SHARES | $446,129 | $446,129 |
| TOKYO ELECTRON LIMITED (8035.JP) 700.000 SHARES | $206,268 | $206,268 |
| TOPBUILD CORP. (BLD) 1,200.000 SHARES | $187,788 | $187,788 |
| TORO CO (TTC) 1,545.000 SHARES | $174,894 | $174,894 |
| TRIMBLE NAV LTD (TRMB) 2,700.000 SHARES | $136,512 | $136,512 |
| UMB FINANCIAL CORP (UMBF) 2,610.000 SHARES | $217,987 | $217,987 |
| UNICHARM CORP (UNICY) 40,222.000 SHARES | $308,985 | $308,985 |
| UNITED RENTALS INC (URI) 1,854.000 SHARES | $658,948 | $658,948 |
| UNITEDHEALTH GROUP INC (UNH) 2,177.000 SHARES | $1,154,202 | $1,154,202 |
| UNITEDHEALTH GROUP INC (UNH) 2,700.000 SHARES | $1,431,486 | $1,431,486 |
| UNITEDHEALTH GROUP INC (UNH) 59.000 SHARES | $31,281 | $31,281 |
| VEEVA SYSTEMS INC. (VEEV) 2,786.000 SHARES | $449,605 | $449,605 |
| VERINT SYS INC (VRNT) 9,872.000 SHARES | $358,156 | $358,156 |
| VERRA MOBILITY CORPORATION (VRRM) 25,921.000 SHARES | $358,487 | $358,487 |
| VESTAS WIND SYSTEMS A/S (VWSC.S4) 5,824.000 SHARES | $168,923 | $168,923 |
| VISA INC-CLASS A SHRS (V) 7,730.000 SHARES | $1,605,985 | $1,605,985 |
| VISA INC-CLASS A SHRS (V) 7,882.000 SHARES | $1,637,564 | $1,637,564 |
| VOLKSWAGEN AG PREFERRED (VOW3.GR) 1,900.000 SHARES | $236,074 | $236,074 |
| WATERS CORP (WAT) 820.000 SHARES | $280,916 | $280,916 |
| WIDEOPENWEST, INC. (WOW) 17,231.000 SHARES | $156,974 | $156,974 |
| WILEY (JOHN) & SONS INC CLASS A (WLY) 7,944.000 SHARES | $318,236 | $318,236 |
| WILLIAMS SONOMA INC (WSM) 1,300.000 SHARES | $149,396 | $149,396 |
| XP INC CL A (XP) 6,067.000 SHARES | $93,068 | $93,068 |
| YANDEX N V CL A (YNDX) 2,559.000 SHARES | $67,454 | $67,454 |
| ZOETIS INC (ZTS) 5,408.000 SHARES | $792,543 | $792,543 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALKEON INNOVATION OFFSHORE FUND II, LP | FMV | $2,240,503 | $2,240,503 |
| ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD. | FMV | $19,128,617 | $19,128,617 |
| BROWN CAP MGT INTL SM CO-INS (BCSFX) 265,436.513 SHARES | FMV | $5,072,492 | $5,072,492 |
| DBL PARTNERS III, L.P. | FMV | $14,048,938 | $14,048,938 |
| DBL PARTNERS IV, L.P. | FMV | $9,323,279 | $9,323,279 |
| GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. | FMV | $1,044,783 | $1,044,783 |
| GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. | FMV | $9,565,029 | $9,565,029 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | FMV | $36,220,875 | $36,220,875 |
| GENERATION IM SUSTAINABLE SOLUTIONS FUND III (B), L.P. | FMV | $4,704,480 | $4,704,480 |
| ILLUMEN CAPITAL II, LP | FMV | $308,505 | $308,505 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $32,632 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,190 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $600,000 | $900,000 | $900,000 |
| SECURITY DEPOSIT | $3,400 | $2,000 | $2,000 |
| DIVIDENDS AND INTEREST RECEIVABLE | $73,044 | $96,787 | $96,787 |
| INVESTMENT DISTRIBUTION RECEIVABLES | $0 | $4,123,122 | $4,123,122 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $73,135,309 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,550 | $0 | $1,550 |
| INSURANCE | $15,929 | $0 | $23,593 |
| OFFICE AND OTHER EXPENSES | $110,489 | $0 | $99,678 |
| OTHER INVESTMENT EXPENSES | $82,796 | $82,796 | $0 |
| OTHER DEDUCTIONS THRU SCHEDULE K-1'S | $925,286 | $913,280 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LITIGATION PROCEEDS | $6,482 | $6,482 | $6,482 |
| OTHER INVESTMENT INCOME | $5,800 | $5,800 | $5,800 |
| OTHER LOSS THRU SCHEDULE K-1'S | -$168,499 | -$168,479 | -$168,499 |
| OTHER MISCELLANEOUS INCOME | $2,947 | $2,947 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $1,013,750 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $1,565,630 | BOYBookValueAmt |
| EOY Book Value | $551,880 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION ADMINISTRATION | $31,770 | $0 | $31,770 |
| FOUNDATION MANAGEMENT | $232,068 | $0 | $232,068 |
| INFORMATION TECHNOLOGY CONSULTANTS | $11,533 | $0 | $10,583 |
| INVESTMENT MANAGEMENT AND ADVISORY | $1,022,883 | $1,022,883 | $0 |
| PHILANTHROPIC CONSULTANTS | $89,544 | $0 | $79,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $87,422 | $0 | $0 |
| STATE UNRELATED BUSINESS INCOME TAX | $250 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $125,725 | $125,725 | $0 |
| FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S | $34,065 | $34,065 | $0 |
Comments