WILLIAM J & DOROTHY K ONEILL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM J & DOROTHY K ONEILL FOUNDATION INC (EIN 34-1560893)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349102108
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:16:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | 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 | 341560893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM J AND DOROTHY K O'NEILL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2168314134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 44040 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE PERKUL | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 2168314134 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LESLIE | PersonFirstNm |
| Person Last | PERKUL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $121,354,230 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,113,782 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,746,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,746,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,642,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,431,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,627,503 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,994 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,502,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,380,820 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $194,997 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $194,997 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $368,061 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $298,129 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $122,205 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $122,205 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,108 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $106,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $76,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $927,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $927,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $155,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,795 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,671 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,336 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,043 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,043 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $188,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,863 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169,696 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,122,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $976,291 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $888,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,663,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,888,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,786,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $976,291 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,776,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,283,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,404,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,292 | CashBOYAmt |
| Cash EOY | $264,288 | CashEOYAmt |
| Cash EOYFMV | $264,288 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,837,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,452,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,452,117 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOYFMV | $12,427 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,440,085 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,925,345 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,837,430 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $49,192,386 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,039,169 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,620,680 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,559,675 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,114,246 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,917,138 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $39,808,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,742,178 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,235,483 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,333 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,463 | LandBOYAmt |
| Land EOY | $14,667 | LandEOYAmt |
| Land EOYFMV | $14,667 | LandEOYFMVAmt |
| Total Assets BOY | $100,988,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,552,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,354,230 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $100,988,244 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $98,552,010 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,988,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,552,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,988,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,552,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,988,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,283,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $98,704,652 | SubtotalAmt |
| Other Decreases | $152,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,552,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $43,431,731 | $39,789,276 | $3,642,455 | $3,642,455 | |
| PARTNERSHIPS | -$14,952 | -$14,952 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,627,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,223 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,223 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $137,738 | 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 | $137,738 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $76,515 | OverpaymentAmt |
| Applied To ES Tax | $76,515 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | WWW.ONEILL-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CM WEALTH ADVISORS INC | IndividualWithBooksNm |
| Phone | 2168319667 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DR 400 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE PERKUL | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | PRESIDENT/CEO | 40.00 | $194,997 | $20,215 | $0 |
| TIMOTHY O'NEILL | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID DONAHEY | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURA BOWER | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA CLIFFORD | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN SWEENEY | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT DONAHEY | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | CHAIR | 1.00 | $0 | $0 | $0 |
| MARY WALKER | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARCI LU | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | SENIOR PROGRAM OFFIC | 40.00 | $127,125 | $17,173 | $0 |
| MARLENE CORRADO | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | PROGRAM OFFICER | 40.00 | $94,150 | $13,897 | $0 |
| KARA MCCULLOUGH | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | GRANTS MANAGER | 40.00 | $87,700 | $16,289 | $0 |
| LISYTTE STALLWORTH | ||||||||
| P O BOX 44040 | CLEVELAND | OH | 44144 | OFFICE OPERATIONS CO | 40.00 | $51,420 | $10,141 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CM WEALTH ADVISORS LLC | ||||||
| 2000 AUBURN DR 400 | BEACHWOOD | OH | 44122 | INVESTMENT MANAGEMENT | $966,983 | |
| RSM US LLP | ||||||
| 1001 LAKESIDE AVE 200 NORTH PT | CLEVELAND | OH | 44114 | TAX AND ACCOUNTING SERVICES | $52,740 | TOWER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $126,656,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,537,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,194,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $134,194,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,012,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,181,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,609,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,609,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,223 | TotalTaxAmt |
| Distributable Before Adj | $6,547,850 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,547,850 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,547,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,776,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,776,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,547,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,340 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,776,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,340 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,547,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,215,701 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,215,701 | 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 | $1,215,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,215,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY O'NEILL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | O'NEILL FDN ATTN LESLIE PERKUL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 44040 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168314134 | RecipientPhoneNum |
| Recipient Email Address | INFO@ONEILL-FOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEND OR CALL REQUESTING FORMAT OR VISIT WEBSITE AT WWW.ONEILL-FOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DATES CAN BE FOUND ON THE FOUNDATION'S WEBSITE AT WWW.ONEILL-FOUNDATION.ORG. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE O'NEILL FOUNDATION'S RESPONSIVE GRANTMAKING PROGRAM SUPPORTS NONPROFIT ORGANIZATIONS ALIGNED WITH OUR MISSION AND VISION. ORGANIZATIONS MUST HAVE FAMILY-FOCUSED PROGRAMMING, SERVE COMMUNITIES WHERE O'NEILL FAMILY MEMBERS ARE ACTIVELY INVOLVED, AND MEET THE REQUIREMENTS AND GUIDELINES FOR EACH PROGRAM AREA. THE PROACTIVE, GRANTMAKING PROGRAMS ARE MADE TO ORGANIZATIONS NOMINATED BY THE MEMBERS OF THE O'NEILL FAMILY ONLY. NO GRANTS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (275 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 808 HOMELESS TASK FORCE | |||||||
| PO BOX 731 | CAPTAIN COOK | HI | 96704 | PC | GENERAL OPERATIONS | $1,374 | |
| ACADEMY OF HAWAIIAN ARTS INC | |||||||
| 10700 MACARTHUR BLVD | OAKLAND | CA | 946055298 | PC | GENERAL OPERATIONS | $4,000 | |
| ACADEMY OF HAWAIIAN ARTS INC | |||||||
| 10700 MACARTHUR BLVD | OAKLAND | CA | 946055298 | PC | GENERAL OPERATIONS | $1,000 | |
| ACHIEVEMENT CENTERS FOR CHILDREN | |||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | PC | GENERAL OPERATING SUPPORT | $38,100 | |
| AHC INC | |||||||
| 2230 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22201 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ALL HANDS AND HEARTS | |||||||
| 6 COUNTY ROAD STE 6 | MATTAPOISETT | MA | 02739 | PC | HURRICANE IAN RELIEF | $500 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 23215 COMMERCE PARK DRIVE SUITE 300 | BEACHWOOD | OH | 44122 | PC | GENERAL OPERATIONS | $5,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 23215 COMMERCE PARK DRIVE SUITE 300 | BEACHWOOD | OH | 44122 | PC | NORTH CAROLINA CHAPTER | $1,500 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | WESTERN CAROLINA CHAPTER | $1,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK CITY INC (DBA CARINGKIND) | |||||||
| 360 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | HELPING FAMILIES AFFECTED BY DEMENTIA | $36,000 | |
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | HELPING NORTHEAST OHIO FAMILIES THROUGH LIFE'S CHALLENGES | $38,100 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | UKRAINE RELIEF EFFORTS | $50,000 | |
| ANNAPOLIS FILM FESTIVAL | |||||||
| 107 ANNAPOLIS STREET SUITE J | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATIONS | $1,000 | |
| ANNAPOLIS MARITIME MUSEUM | |||||||
| 723 2ND STREET | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATIONS | $10,000 | |
| ANNE ARUNDEL COMMUNITY COLLEGE FOUNDATION | |||||||
| 101 COLLEGE PARKWAY ISAAC COX | ARNOLD | MD | 21012 | PC | SKILLED TRADE CENTER SCHOLARSHIP | $20,000 | BUILDING |
| ANNE ARUNDEL COUNTY CASA INC COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 8 CHURCH CIRCLE SUITE H-103 | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $10,000 | |
| ANNE ARUNDEL COUNTY FOOD BANK | |||||||
| 120 MARBURY DRIVE PO BOX 650 | CROWNSVILLE | MD | 21032 | PC | GENERAL OPERATIONS. | $25,000 | |
| ANNE ARUNDEL COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 5 HARRY S TRUMAN PARKWAY | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $10,000 | |
| ARUNDEL LODGE INC | |||||||
| 2600 SOLOMONS ISLAND RD | EDGEWATER | MD | 21037 | PC | GENERAL OPERATING SUPPORT | $46,000 | |
| ARUNDEL LODGE INC | |||||||
| 2600 SOLOMONS ISLAND RD | EDGEWATER | MD | 21037 | PC | GENERAL OPERATIONS | $10,000 | |
| BAKE BACK AMERICA INC | |||||||
| 10 REIMER RD | SCARSDALE | NY | 105832806 | PC | GENERAL OPERATIONS | $500 | |
| BAKE BACK AMERICA INC | |||||||
| 10 REIMER RD | SCARSDALE | NY | 105832806 | PC | GENERAL SUPPORT | $750 | |
| BANNEKER-DOUGLASS MUSEUM FOUNDATION | |||||||
| 84 FRANKLIN STREET | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $2,500 | |
| BEECH BROOK | |||||||
| 3737 LANDER ROAD | CLEVELAND | OH | 44124 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $45,000 | |
| BLUECOATS INC | |||||||
| HUNTINGTON BUILDING SUITE 2000 925 | CLEVELAND | OH | 44115 | PC | GENERAL OPERATIONS | $5,000 | EUCLID AVENUE |
| BONE MARROW & CANCER FOUNDATION INC | |||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | PC | THE DIANE FUND | $750 | |
| BONE MARROW & CANCER FOUNDATION INC | |||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | PC | THE DIANE FUND | $500 | |
| BONE MARROW & CANCER FOUNDATION INC | |||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | PC | THE DIANE FUND | $7,500 | |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| BOYS & GIRLS CLUBS OF ANNAPOLIS & ANNE ARUNDEL COUNTY INC | |||||||
| 121 SOUTH VILLA AVE | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $5,000 | |
| BREAD FOR THE CITY | |||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20001 | PC | RELIEVING HUNGER HOLISTICALLY FOR RESIDENTS LIVING WITH LOW INCOME IN DC | $41,000 | |
| BRIGHTER BITES | |||||||
| PO BOX 25456 | HOUSTON | TX | 77265 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| BUCKNELL UNIVERSITY | |||||||
| 2004 MOORE AVENUE | LEWISBURG | PA | 17837 | PC | GENERAL OPERATIONS | $1,000 | |
| CAPITAL IMPACT PARTNERS | |||||||
| 1400 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | PC | NOURISH DC | $60,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | PC | GENERAL OPERATING SUPPORT | $58,100 | |
| CATSNIP HAWAII | |||||||
| PO BOX 87 | KAPAAU | HI | 96755 | POF | GENERAL OPERATIONS | $3,000 | |
| CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES INC | |||||||
| 151 LAWRENCE STREET 3RD FLOOR | BROOKLYN | NY | 11201 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| CENTER FOR INDEPENDENCE OF THE DISABLED NY | |||||||
| 841 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | PC | GENERAL OPERATIONS | $512 | |
| CENTER FOR INDEPENDENCE OF THE DISABLED NY | |||||||
| 841 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | PC | GENERAL OPERATIONS | $2,500 | |
| CENTER FOR INDEPENDENCE OF THE DISABLED NY | |||||||
| 841 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| CENTER OF HELP | |||||||
| 1906 FOREST DR SUITE 2A-2B | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $10,000 | |
| CHARTING CAREERS INC | |||||||
| 210 LEGION AVE 6463 | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $2,500 | |
| CHESAPEAKE REGION ACCESSIBLE BOATING INC | |||||||
| 177 DEFENSE HIGHWAY SUITE 9 | ANNAPOLIS | MD | 21401 | PC | ADAPTIVE BOATING CENTER | $25,000 | |
| CHICAGO ABORTION FUND | |||||||
| 333 W NORTH AVE STE 267 | CHICAGO | IL | 60610 | PC | GENERAL OPERATIONS | $5,000 | |
| CHILD CENTER OF NY INC | |||||||
| 60-02 QUEENS BLVD LOWER LEVEL | WOODSIDE | NY | 11377 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CHILDREN'S LAW CENTER INC | |||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $46,000 | |
| CHRYSALIS HOUSE INC | |||||||
| 1570 CROWNSVILLE RD | CROWNSVILLE | MD | 21032 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| CLAY POTSA PLACE TO GROW | |||||||
| 1635 W PRATT STREET | BALTIMORE | MD | 21223 | PC | GENERAL OPERATIONS | $2,000 | |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 WEST 25TH STREET 2ND FLOOR | CLEVELAND | OH | 44113 | PC | GENERAL OPERATIONS | $1,000 | |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 WEST 25TH STREET 2ND FLOOR | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| COLBY'S CREW RESCUE | |||||||
| 988 PIPER WAY | KESWICK | VA | 22947 | PC | GENERAL OPERATIONS | $500 | |
| COLBY'S CREW RESCUE | |||||||
| 988 PIPER WAY | KESWICK | VA | 22947 | PC | GENERAL OPERATIONS | $200 | |
| COLLEGE SUCCESS FOUNDATION - DISTRICT OF COLUMBIA | |||||||
| 1805 7TH STREET NW SUITE 500 | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| COMEBACK YOGA | |||||||
| P O BOX 27621 | DENVER | CO | 80227 | PC | GENERAL OPERATIONS | $5,000 | |
| COMMUNICATIONS NETWORK | |||||||
| 1717 N NAPER BOULEVARD SUITE 102 | NAPERVILLE | IL | 60563 | PC | 2022 | $500 | |
| COMMUNITY FOUNDATION OF ANNE ARUNDEL COUNTY | |||||||
| 900 BESTGATE ROAD SUITE 400 | ANNAPOLIS | MD | 21401 | PC | COMMUNITY LEADERSHIP OPERATING FUND | $25,000 | |
| COMMUNITY OF HOPE | |||||||
| 4 ATLANTIC ST NW | WASHINGTON | DC | 20032 | PC | 2GEN VIDEO STORYTELLING | $20,000 | |
| COMMUNITY OF HOPE | |||||||
| 4 ATLANTIC ST NW | WASHINGTON | DC | 20032 | PC | GENERAL OPERATIONS | $500 | |
| COMMUNITY OF HOPE | |||||||
| 4 ATLANTIC ST NW | WASHINGTON | DC | 20032 | PC | GENERAL OPERATIONS | $2,125 | |
| COMMUNITY OF HOPE | |||||||
| 4 ATLANTIC ST NW | WASHINGTON | DC | 20032 | PC | GENERAL OPERATIONS | $37,250 | |
| COMMUNITY OF HOPE | |||||||
| 4 ATLANTIC ST NW | WASHINGTON | DC | 20032 | PC | GENERAL OPERATIONS | $10,000 | |
| CORAL RESTORATION FOUNDATION INC | |||||||
| 89111 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | PC | GENERAL OPERATIONS | $7,000 | |
| CREATING COMMUNITIES CORP | |||||||
| 116 SUNSET DRIVE | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATIONS | $10,000 | |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | |||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| DASH | |||||||
| PO BOX 91730 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $50,000 | |
| DC VOLUNTEER LAWYERS PROJECT | |||||||
| 5335 WISCONSIN AVE NW SUITE 440 | WASHINGTON | DC | 20015 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA | |||||||
| 204 N WYMORE ROAD | WINTER PARK | FL | 32789 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATIONS | $2,000 | |
| DUTCHESS LAND CONSERVANCY | |||||||
| PO BOX 138 | MILLBROOK | NY | 12545 | PC | LAND PURCHASE | $5,000 | |
| EAST WOODS SCHOOL | |||||||
| 31 YELLOW COTE ROAD | OYSTER BAY | NY | 11771 | PC | ANNUAL FUND | $10,000 | |
| EDEN | |||||||
| 7812 MADISON AVE | CLEVELAND | OH | 44102 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $45,000 | |
| ELEVATE ORPHAN | |||||||
| PO BOX 21338 | SOUTH EUCLID | OH | 44121 | PC | GENERAL OPERATIONS | $1,000 | |
| ELON UNIVERSITY | |||||||
| OFFICE OF ANNUAL GIVING 2600 CAMPUS | ELON | NC | 27244 | PC | ANNUAL FUND | $5,000 | BOX |
| EMORY UNIVERSITY | |||||||
| 201 DOWMAN DROVE 202 ADMINISTRATION | ATLANTA | GA | 30322 | PC | EMORY COLLEGE OF ARTS AND SCIENCES: BECKETT'S LETTERS RESEARCH | $500 | BUILDING |
| ENTERPRISE COMMUNITY PARTNERS (NY) | |||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| ENTERPRISE-CLEVE | |||||||
| 1360 EAST 9TH STREET | CLEVELAND | OH | 44114 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $45,000 | |
| ENVIRONMENTAL LAW ALLIANCE WORLDWIDE | |||||||
| 1412 PEARL STREET | EUGENE | OR | 97401 | PC | GENERAL OPERATIONS | $1,000 | |
| ESPERANZA INC | |||||||
| 3104 WEST 25TH STREET | CLEVELAND | OH | 44109 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| EVELYNS WILDLIFE REFUGE | |||||||
| 5281 DEER PATH ROAD | SUFFOLK | VA | 23437 | PC | NEEDS OF ALL ANIMALS (FOOD, SUPPLIES, VET CARE ETC.) | $2,000 | |
| FAMILY HOUSTON | |||||||
| PO BOX 70068 | HOUSTON | TX | 77270 | PC | STRENGTHENING FAMILIES WITH WRAP-AROUND SERVICES: PROVIDING BASIC NEEDS, FINANCIAL STABILITY, AND MENTAL HEALTH SERVICES TO HOUSTONS LOW-INCOME FAMILIES | $33,100 | |
| FAMILY PROMISE-CLEVE | |||||||
| 3470 EAST 152ND ST | CLEVELAND | OH | 44120 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $45,000 | |
| FAMILY PROMISE-ORLANDO | |||||||
| 1000 CLAY STREET | WINTER PARK | FL | 32789 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $45,000 | |
| FEEDING TAMPA BAY | |||||||
| 4702 TRANSPORT DRIVE BUILDING 6 | TAMPA | FL | 33605 | PC | GENERAL OPERATIONS | $500 | |
| FIVE MOUNTAINS | |||||||
| PO BOX 818 | KAMUELA | HI | 96743 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $45,000 | |
| FOSTER AND ADOPTIVE PARENT | |||||||
| 508 KENNEDY STREET NW SUITE 303 | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $30,000 | |
| FR LOPEZ CATHOLIC HIGH SCHOOL INC | |||||||
| 3918 LPGA BLVD | DAYTONA BEACH | FL | 321242082 | PC | SCIENCE LAB | $14,000 | |
| FRIENDS OF HORSESHOE LAKE | |||||||
| PO BOX 201252 | SHAKER HEIGHTS | OH | 441205200 | PC | GENERAL SUPPORT | $25,321 | |
| FRIENDS OF THE FUTURE | |||||||
| PO BOX 2655 | KAMUELA | HI | 96743 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| FUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH ST SUITE 803 | BOSTON | MA | 02111 | PC | 2023 MEMBERSHIP | $4,000 | |
| GAZELLE FOUNDATION | |||||||
| PO BOX 1487 GILBERT TUHABONYE | AUSTIN | TX | 78767 | PC | ANNUAL FUND | $500 | |
| GAZELLE FOUNDATION | |||||||
| PO BOX 1487 GILBERT TUHABONYE | AUSTIN | TX | 78767 | PC | ANNUAL FUND | $750 | |
| GEAUGA HUNGER TASK FORCE | |||||||
| 209 CENTER ST | CHARDON | OH | 44024 | PC | GENERAL OPERATIONS | $5,000 | |
| GEAUGA HUNGER TASK FORCE | |||||||
| 209 CENTER ST | CHARDON | OH | 44024 | PC | GENERAL OPERATIONS | $3,000 | |
| GEAUGA HUNGER TASK FORCE | |||||||
| 209 CENTER ST | CHARDON | OH | 44024 | PC | GENERAL OPERATIONS | $5,000 | |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR RD | GATES MILLS | OH | 44040 | PC | GENERAL OPERATIONS | $1,000 | |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR RD | GATES MILLS | OH | 44040 | PC | ANNUAL FUND & CLASS OF 1973 50TH REUNION | $40,000 | |
| GRAHAM WINDHAM | |||||||
| ONE PIERREPONT PLAZA SUITE 901 | BROOKLYN | NY | 11201 | PC | FAMILY SUCCESS INITIATIVE | $41,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES ST NW SUITE 404 | WASHINGTON | DC | 20036 | PC | 2022 MEMBERSHIP | $2,090 | |
| GREEN & HEALTHY HOMES INITIATIVE INC | |||||||
| 2714 HUDSON STREET | BALTIMORE | MD | 21224 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| HAWAII FOREST INSTITUTE | |||||||
| 59-416 KA NANI DRIVE | OOKALA | HI | 96774 | PC | GENERAL OPERATIONS | $3,000 | |
| HAWAII TROPICAL BOTANICAL GARDEN | |||||||
| 27-717 OLD MAMALAHOA HWY | PAPAIKOU | HI | 96781 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HAWKEN SCHOOL | |||||||
| P O BOX 8002 | GATES MILLS | OH | 440408002 | PC | THE TRACK PROJECT | $6,500 | |
| HAWKEN SCHOOL | |||||||
| P O BOX 8002 | GATES MILLS | OH | 440408002 | PC | MILBOURN FAMILY PAVILION | $5,000 | |
| HAWKEN SCHOOL | |||||||
| P O BOX 8002 | GATES MILLS | OH | 440408002 | PC | TRACK & FIELD PROGRAM | $10,000 | |
| HAWKEN SCHOOL | |||||||
| P O BOX 8002 | GATES MILLS | OH | 440408002 | PC | HAWKEN PLAYERS' SOCIETY | $750 | |
| HAWKEN SCHOOL | |||||||
| P O BOX 8002 | GATES MILLS | OH | 440408002 | PC | GENERAL OPERATING SUPPORT | $750 | |
| HEART RANCH | |||||||
| 380 AKOLEA RD | HILO | HI | 96720 | PC | GENERAL OPERATING SUPPORT | $18,100 | |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9629 7916 WILLIAMSON ROAD | ROANOKE | VA | 240201629 | PC | GENERAL OPERATIONS | $2,500 | |
| HOLY TRINITY SCHOOL | |||||||
| 3513 N STREET NW | WASHINGTON | DC | 20007 | PC | GENERAL OPERATIONS | $15,000 | |
| HOMELESS CHILDRENS PLAYTIME PROJECT INC | |||||||
| 1525 NEWTON ST NW | WASHINGTON | DC | 20010 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| HOPE COMMUNITY CENTER INC | |||||||
| 1016 N PARK AVE | APOPKA | FL | 32712 | PC | MI CASA ES TU CASA (MY HOUSE IS YOUR HOUSE) | $48,100 | |
| HOPE FOR ALL INC | |||||||
| 122 ROESLER ROAD | GLEN BURNIE | MD | 21060 | PC | GENERAL OPERATIONS | $10,000 | |
| HORSES & HUMANS RESEARCH FOUNDATION | |||||||
| PO BOX 23367 | CHAGRIN FALLS | OH | 44022 | PC | GENERAL OPERATIONS | $1,000 | |
| HORSES & HUMANS RESEARCH FOUNDATION | |||||||
| PO BOX 23367 | CHAGRIN FALLS | OH | 44022 | PC | UNRESTRICTED | $15,000 | |
| HORSES & HUMANS RESEARCH FOUNDATION | |||||||
| PO BOX 23367 | CHAGRIN FALLS | OH | 44022 | PC | GENERAL OPERATIONS | $2,125 | |
| HORSES & HUMANS RESEARCH FOUNDATION | |||||||
| PO BOX 23367 | CHAGRIN FALLS | OH | 44022 | PC | ANNUAL FUND | $500 | |
| HORTON'S KIDS | |||||||
| 400 VIRGINIA AVENUE SW SUITE C-130 | WASHINGTON | DC | 20024 | PC | HORTON'S KIDS GENERAL OPERATING SUPPORT | $56,000 | |
| HOUSING PLUS SOLUTIONS INC | |||||||
| 315 LINWOOD STREET | BROOKLYN | NY | 11208 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| HUNGER FREE VERMONT INC | |||||||
| 38 EASTWOOD DRIVE SUITE 100 | SOUTH BURLINGTON | VT | 05403 | PC | GENERAL OPERATING SUPPORT | $41,000 | |
| IDIGNITY INC | |||||||
| 424 E CENTRAL BLVD 199 | ORLANDO | FL | 32801 | PC | GENERAL OPERATING SUPPORT | $58,100 | |
| JACKSONVILLE GRANITE CURLING CLUB INC | |||||||
| 376 WANDERING WOODS WAY | PONTE VEDRA | FL | 32081 | PC | EQUIPMENT PURCHASE | $5,000 | |
| JEREMIAH PROGRAM BROWNSVILLE | |||||||
| 519 ROCKAWAY AVENUE | BROOKLYN | NY | 11212 | PC | DISRUPTING GENERATIONAL POVERTY | $31,000 | |
| JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO | |||||||
| 29125 CHAGRIN BLVD | PEPPER PIKE | OH | 44122 | PC | GENERAL OPERATING SUPPORT | $58,100 | |
| JFS ORLANDO | |||||||
| 2100 LEE ROAD | WINTER PARK | FL | 32789 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $25,000 | |
| JOB PATH | |||||||
| 256 WEST 38TH ST 2ND FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JOB PATH INC | |||||||
| 256 W 38TH STREET FLOOR 2 | NEW YORK CITY | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $41,000 | |
| JOHNS HOPKINS BAYVIEW MEDICAL CENTER | |||||||
| 5300 ALPHA COMMONS DRIVE SUITE 347 | BALTIMORE | MD | 21224 | PC | CONGREGATIONAL DEPRESSION AWARENESS PROGRAM | $3,000 | |
| JOHNS HOPKINS MEDICINE | |||||||
| JAMES BUCHANAN BRADY UROLOGICAL | BALTIMORE | MD | 212872101 | PC | BLADDER CANCER RESEARCH AT BRADY UROLOGICAL INSTITUTE | $5,000 | INSTITUTE 1800 ORLEANS ST MARBURG 1 |
| JOURNEY CENTER FOR SAFETY AND HEALING | |||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | PC | GENERAL OPERATING SUPPORT | $43,100 | |
| JUSTICE FORWARD | |||||||
| 515 CAROLINE STREET | HOUSTON TX | TX | 77002 | PC | FAMILIES MOVING FORWARD | $18,100 | |
| JUSTICE INNOVATION INC DBA CENTER FOR JUSTICE INNOVATION | |||||||
| 520 EIGHTH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT - CENTER FOR COURT INNOVATION/JUSTICE INNOVATION INC.: BRONX CHILD TRAUMA SUPPORT | $26,000 | |
| JUSTWORLD INTERNATIONAL INC | |||||||
| 11924 W FOREST HILL BOULEVARD | WELLINGTON | FL | 33414 | PC | GENERAL OPERATIONS | $5,000 | 10A-396 |
| JUSTWORLD INTERNATIONAL INC | |||||||
| 11924 W FOREST HILL BOULEVARD | WELLINGTON | FL | 33414 | PC | GENERAL OPERATIONS | $1,000 | 10A-396 |
| KENYON COLLEGE | |||||||
| 209 CHASE AVENUE | GAMBIER | OH | 430229623 | PC | 2022-23 ANNUAL FUND($5,000) AND ONEILL FAMILY SCHOLARSHIP FUND ($20,000) | $25,000 | |
| KESSLER FOUNDATION | |||||||
| 120 EAGLE ROCK AVE STE 100 | EAST HANOVER | NJ | 07936 | PC | STROLL N ROLL | $525 | |
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | |||||||
| 3101 KINGSBRIDGE TERRACE | BRONX | NY | 10463 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION INC | |||||||
| 100 EAST ROBINSON STREET | ORLANDO | FL | 32801 | PC | LAS GENERAL OPERATING SUPPORT-2022 | $48,100 | |
| LIFT | |||||||
| 999 N CAPITOL ST NE SUITE 310 | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $41,000 | |
| LIFT ORLANDO | |||||||
| 2043 JACOBS PLACE | ORLANDO | FL | 32805 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| LITERACY COOPERATIVE OF GREATER CLEVELAND | |||||||
| 1422 EUCLID AVE STE 248 | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LITERACY PARTNERS | |||||||
| 75 MAIDEN LANE 1102 | NEW YORK | NY | 10038 | PC | 2GEN VIDEO STORYTELLING | $20,000 | |
| LITERACY PARTNERS | |||||||
| 75 MAIDEN LANE 1102 | NEW YORK | NY | 10038 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| LONE STAR FAMILY HEALTH CENTER | |||||||
| 605 S CONROE MEDICAL DRIVE | CONROE | TX | 77304 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION INC | |||||||
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL | ANNAPOLIS | MD | 21401 | PC | MENTAL HEALTH SERVICES SUPPORT | $20,000 | CENTER FOUNDATION INC 2000 MEDICAL |
| MAKE THE ROAD ACTION | |||||||
| 449 TROUTMAN STREET STE C | BROOKLYN | NY | 11237 | PC | MAKE THE ROAD PA | $3,000 | |
| MAMATOTO VILLAGE | |||||||
| 4315 SHERIFF RD NE | WASHINGTON | DC | 20019 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| MANCHESTER COMMUNITY LIBRARY | |||||||
| PO BOX 1105 | MANCHESTER CENTER | VT | 05255 | PC | MANCHESTER COMMUNITY LIBRARY OPERATING GRANT | $31,000 | |
| MANNA INC | |||||||
| 6856 EASTERN AVE NW SUITE 100 | WASHINGTON | DC | 20012 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| MAPLE STREET SCHOOL | |||||||
| 322 MAPLE STREET | MANCHESTER CENTER | VT | 05255 | PC | MAPLE STREET PILOT PREK PROGRAM | $31,000 | |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS RD SE | WASHINGTON | DC | 20020 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $40,000 | |
| MARYLAND NONPROFITS | |||||||
| 1500 UNION AVENUE SUITE 2500 | BALTIMORE | MD | 21211 | PC | GENERAL OPERATIONS | $5,000 | |
| MARYLAND PHILANTHROPY NETWORK | |||||||
| 2 EAST READ ST 2ND FLOOR | BALTIMORE | MD | 21202 | PC | 2022 MEMBERSHIP | $5,450 | |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $25,000 | |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | PC | GENERAL OPERATIONS | $100 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | |||||||
| 1228 EAST BROAD STREET | RICHMOND | VA | 23287 | PC | FURTHER RESEARCH STUDIES OF BREAST CANCER AT THE MASSEY CANCER CENTER | $5,000 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | |||||||
| 1228 EAST BROAD STREET | RICHMOND | VA | 23287 | PC | RESEARCH STUDIES OF BREAST CANCER AT THE MASSEY CANCER CENTER | $5,000 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | |||||||
| 1228 EAST BROAD STREET | RICHMOND | VA | 23287 | PC | RESEARCH STUDIES OF BREAST CANCER AT THE MASSEY CANCER CENTER | $3,000 | |
| MERCY CENTER | |||||||
| 377 EAST 145TH STREET | NEW YORK | NY | 104541006 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| MERCY CENTER INC | |||||||
| 377 EAST 145TH STREET | BRONX | NY | 104541006 | PC | 2GEN VIDEO STORYTELLING | $20,000 | |
| MERCY HOME | |||||||
| 273 WILLOUGHBY AVENUE | NEW YORK | NY | 11205 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $25,000 | |
| METROHEALTH FOUNDATION | |||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | PC | GENERAL OPERATIONS | $1,000 | |
| MIDDLE EAST CHILDRENS INSTITUTE INC | |||||||
| 63 FOREST AVENUE SUITE 5B | LOCUST VALLEY | NY | 11560 | PC | GENERAL OPERATIONS | $2,000 | |
| MILESTONES AUTISM RESOURCES | |||||||
| 4853 GALAXY PARKWAY SUITE A | WARRENSVILLE HEIGHTS | OH | 44128 | PC | GENERAL OPERATING SUPPORT | $58,100 | |
| MONTESSORI EDUCATION CENTER OF HAWAII INC | |||||||
| PO BOX 967 | KAMUELA | HI | 967430967 | PC | GENERAL OPERATIONS | $2,500 | |
| MONTESSORI EDUCATION CENTER OF HAWAII INC | |||||||
| PO BOX 967 | KAMUELA | HI | 967430967 | PC | GENERAL OPERATIONS | $2,000 | |
| MUSICAL ARTS ASSOCIATIONTHE CLEVELAND ORCHESTRA | |||||||
| SEVERANCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | GENERAL OPERATIONS | $25,000 | |
| NAMASTE DIRECT | |||||||
| 0100 TRINITY PARKWAY | STOCKTON | CA | 95219 | PC | PROVIDING MICRO-LOANS TO WOMEN IN GUATEMALA | $1,000 | |
| NAMATI | |||||||
| 1616 P ST NW SUITE 101 | WASHINGTON | DC | 20036 | PC | LAND AND ENVIRONMENTAL JUSTICE IN SIERRA LEONE | $1,500 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1101 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | 2022 MEMBERSHIP | $10,000 | 220 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1101 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | 2023 MEMBERSHIP | $10,000 | 220 |
| NEIGHBORHOOD FAMILY PRACTICE | |||||||
| 4115 BRIDGE AVE SUITE 300 | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $43,100 | |
| NEIGHBORHOOD PLACE OF PUNA | |||||||
| 16-105 OPUKAHAIA ST | KEAAU | HI | 96749 | PC | GENERAL OPERATING SUPPORT | $38,100 | |
| NEMOURS FOUNDATION | |||||||
| 10140 CENTURION PARKWAY NORTH | JACKSONVILLE | FL | 32256 | PC | GROWING AND SHARING OUR SOURCES OF STRENGTH | $57,850 | |
| NEW DESTINY | |||||||
| 12 WEST 37 STREET 7TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $25,000 | |
| NORTH HAWAII HOSPICE INC | |||||||
| 65-1328 KAWAIHAE ROAD | KAMUELA | HI | 967438448 | PC | GENERAL OPERATIONS | $3,000 | |
| NORTH KOHALA COMMUNITY RESOURCE CENTER | |||||||
| 55-3393 AKONI PULE HWY PO BOX 519 | HAWI | HI | 96719 | PC | RESILIENT HUB ($5,000); KOHALA CARES ($5,000); NORTH KOHALA EAT LOCALLY GROWN ($5,000); AND KOHALA RADIO ($5,000) | $20,000 | |
| NORTH STAR FUND | |||||||
| 520 EIGHTH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | PC | GENERAL OPERATIONS | $1,000 | |
| NORTHSIDE CENTER FOR CHILD DEVELOPMENT | |||||||
| 1475 PARK AVENUE | NEW YORK | NY | 10029 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| NORTHWEST ASSISTANCE | |||||||
| 15555 KUYKENDAHL ROAD | HUSTON | TX | 77090 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $45,000 | |
| OCEAN CONSERVANCY INC | |||||||
| 600 1ST AVENUE N SUITE 301 | ST PETERSBURG | FL | 33701 | PC | GENERAL OPERATIONS | $10,000 | |
| OHIO WESLEYAN UNIVERSITY | |||||||
| MOWRY ALUMNI CENTER 61 S SANDUSKY | DELAWARE | OH | 43015 | PC | "ROCK JONES AND MELISSA LOLLAR JONES OWU CONNECTION ENDOWMENT" ($50,000), ANNUAL FUND ($10,000) AND DEAN OF STUDENTS GIFT FUND ($10,000) | $70,000 | ST |
| OMNI | |||||||
| PO BOX 15579 | COLORADO SPGS | CO | 80935 | PC | LOVE 4 THE LEAST - MIDDLE EAST | $30,000 | |
| OMNI | |||||||
| PO BOX 15579 | COLORADO SPGS | CO | 80935 | PC | LOVE 4 THE LEAST - MIDDLE EAST | $10,000 | |
| OMNI | |||||||
| PO BOX 15579 | COLORADO SPGS | CO | 80935 | PC | LOVE 4 THE LEAST - MIDDLE EAST | $800 | |
| OMNI | |||||||
| PO BOX 15579 | COLORADO SPGS | CO | 80935 | PC | LOVE 4 THE LEAST - MIDDLE EAST | $500 | |
| ORLANDO CURLING CLUB CORP | |||||||
| 36 E ROSEVEAR ST | ORLANDO | FL | 32804 | PC | GENERAL OPERATIONS | $5,000 | |
| PARKER SCHOOL | |||||||
| 65-1224 LINDSEY ROAD | KAMUELA | HI | 96743 | PC | GENERAL OPERATIONS | $2,500 | |
| PARKER SCHOOL | |||||||
| 65-1224 LINDSEY ROAD | KAMUELA | HI | 96743 | PC | GENERAL OPERATIONS | $2,500 | |
| PARKER SCHOOL | |||||||
| 65-1224 LINDSEY ROAD | KAMUELA | HI | 96743 | PC | GENERAL OPERATIONS ($5,000) AND STEM CAMPAIGN ($5,000) | $10,000 | |
| PARTNERS IN DEVELOPMENT FOUNDATION | |||||||
| 2040 BACHELOT STREET | HONOLULU | HI | 96817 | PC | THE PIHA PROJECT | $38,100 | |
| PARTNERS IN DEVELOPMENT FOUNDATION | |||||||
| 2040 BACHELOT STREET | HONOLULU | HI | 96817 | PC | TT AND ME TRAVELING PRESCHOOL | $100 | |
| PARTNERS IN DEVELOPMENT FOUNDATION | |||||||
| 2040 BACHELOT STREET | HONOLULU | HI | 96817 | PC | TT AND ME TRAVELING PRESCHOOL | $100 | |
| PARTNERSHIP FOR THE HOMELESS | |||||||
| 305 SEVENTH AVE | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $30,000 | |
| PATHWAY HOMES OF FLORIDA | |||||||
| 7751 KINGSPOINTE PARKWAY SUITE 127B | ORLANDO | FL | 32819 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| PEDDIE SCHOOL | |||||||
| PO BOX A | HIGHTSTOWN | NJ | 08520 | PC | GENERAL OPERATIONS | $1,000 | |
| PET ALLIANCE OF GREATER ORLANDO | |||||||
| 2727 CONROY ROAD | ORLANDO | FL | 32849 | PC | GENERAL OPERATIONS | $100 | |
| PETSMART CHARITIES | |||||||
| 19601 N 27TH AVE | PHOENIX | AZ | 85027 | PC | GENERAL OPERATIONS | $500 | |
| PHILANTHROPY OHIO | |||||||
| 500 S FRONT STREET SUITE 900 | COLUMBUS | OH | 432157628 | PC | 2022 MEMBERSHIP | $5,000 | |
| PLANNED PARENTHOOD OF MARYLAND | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | PC | ANNAPOLIS HEALTH CENTER GENERAL OPERATIONS | $3,000 | |
| PLANNED PARENTHOOD OF MARYLAND | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | PC | GENERAL OPERATIONS | $10,000 | |
| PLANNED PARENTHOOD OF MARYLAND | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | PC | GENERAL OPERATIONS | $5,000 | |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | PC | DONOR CIRCLE | $2,500 | |
| POSITIVE EDUCATION PROGRAM | |||||||
| 3100 EUCLID AVE | CLEVELAND | OH | 44115 | PC | GENERAL OPERATIONS | $4,000 | |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | PC | GENERAL OPERATIONS | $5,000 | |
| PROVIDENCE HOUSE INC | |||||||
| 2050 W 32ND ST | CLEVELAND | OH | 44113 | PC | KEEPING KIDS SAFE AND FAMILIES TOGETHER: SUPPORT FOR PROVIDENCE HOUSE | $33,100 | |
| RAINFOREST TRUST | |||||||
| PO BOX 841 | WARRENTON | VA | 20188 | PC | GENERAL OPERATIONS | $5,000 | |
| RAMA TREE | |||||||
| PO BOX 6571 | KAMUELA | HI | 967436571 | PC | KONA AIRPORT MURAL | $4,000 | |
| RESOURCES FOR CHILDREN WITH SPECIAL NEEDS DBA INCLUDENYC | |||||||
| 116 E 16TH STREET 5TH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT | $41,000 | |
| RESTORE THE EARTH | |||||||
| 95 BROWN RD ITHACA | NEW YORK | NY | 14850 | PC | GENERAL OPERATIONS | $100 | |
| ROC USA LLC | |||||||
| 6 LOUDON RD SUITE 501 | CONCORD | NH | 03301 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| ROCKY MOUNTAIN MUTUAL HOUSING ASSOCIATION INC | |||||||
| 225 E 16TH AVE STE 1060 | DENVER | CO | 80203 | PC | ROCKY MOUNTAIN COMMUNITIES | $30,000 | |
| RUTLAND COUNTY PARENT CHILD CENTER | |||||||
| 34 FAIVRE CIRCLE | BRANDON | VT | 05733 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL OPERATIONS | $10,000 | |
| SCRANTON ROAD MINISTRIES COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3095 SCRANTON ROAD | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $48,100 | |
| SEEDS 4 SUCCESS | |||||||
| PO BOX 4042 | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| SEEDS 4 SUCCESS | |||||||
| PO BOX 4042 | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATIONS | $5,000 | |
| SHELTER PROVIDERS-HOMEAID | |||||||
| 9511 W SAM HOUSTON PARKWAY NORTH | HUSTON | TX | 77064 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $15,000 | |
| SHEPHERDS HOPE | |||||||
| 455 9TH STREET | WINTER GARDEN | FL | 34787 | PC | PROVIDING EQUITABLE ACCESS TO CONTINUITY OF CARE FOR UNDERSERVED, UNINSURED AND UNDERINSURED IN CENTRAL FLORIDA | $43,100 | |
| SINJAR ACADEMY | |||||||
| 3003 ASHFORD TRAIL DRIVE | HUSTON | TX | 77082 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SINJAR ACADEMY | |||||||
| 3003 ASHFORD TRAIL DRIVE | HUSTON | TX | 77082 | PC | GENERAL OPERATIONS | $750 | |
| SINJAR ACADEMY | |||||||
| 3003 ASHFORD TRAIL DRIVE | HUSTON | TX | 77082 | PC | GENERAL OPERATIONS | $750 | |
| SISTERS OF CHARITY FOUNDATION OF CLEVELAND | |||||||
| 2475 EAST 22ND STREET 4TH FLOOR | CLEVELAND | OH | 44115 | PC | 2GEN VIDEO STORYTELLING | $15,000 | |
| SISTERS OF CHARITY FOUNDATION OF CLEVELAND | |||||||
| 2475 EAST 22ND STREET 4TH FLOOR | CLEVELAND | OH | 44115 | PC | FAMILY PARTNERS INITIATIVE | $200,000 | |
| SOCIAL GOOD FUND | |||||||
| 518 KENNEDY ST NW | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT FOR COOPERATIVE ECONOMICS ALLIANCE OF NYC | $40,000 | |
| SPENCE CHAPIN | |||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $30,000 | |
| ST JUDES | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL OPERATIONS | $700 | |
| STAIR ANNAPOLIS | |||||||
| 171 DUKE OF GLOUCESTER ST | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $5,000 | |
| STRATTON MOUNTAIN | |||||||
| PO BOX 523 2D VILLAGE SQUARE | STRATTON MOUNTAIN | VT | 05155 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $30,000 | |
| STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION | |||||||
| PO BOX 523 2D VILLAGE SQUARE | STRATTON MOUNTAIN | VT | 05155 | PC | GENERAL OPERATING SUPPORT | $56,000 | |
| STRIVE INTERNATIONAL INC | |||||||
| 205 EAST 122ND STREET 3RD FLOOR | NEW YORK | NY | 10035 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| SUMMIT COUNTRY DAY SCHOOL | |||||||
| 2161 GRANDIN RD | CINCINNATI | OH | 45208 | PC | GENERAL OPERATIONS | $1,000 | |
| TAHIRIH JUSTICE CENTER | |||||||
| 6400 ARLINGTON BLVD SUITE 400 | FALLS CHURCH | VA | 22042 | PC | GENERAL OPERATING SUPPORT | $36,000 | |
| TANYAS WELLNESS FARM AND SPA INC | |||||||
| 2050 CEDARVILLE RD | GOSHEN | OH | 45122 | PC | GENERAL OPERATIONS | $1,000 | |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | PC | ASCEND - CONTINUED PHILANTHROPIC PARTNERSHIP (2GEN) | $100,000 | |
| THE CENTERS | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | 2GEN VIDEO STORYTELLING | $20,000 | |
| THE CENTERS FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| THE FAMILY PLACE | |||||||
| 3309 16TH STREET NW | WASHINGTON | DC | 20020 | PC | GENERAL OPERATING SUPPORT (MULTI-YEAR) | $40,000 | |
| THE FIRST METHODIST CHURCH OF CHICAGO AID SOCIETY | |||||||
| 77 W WASHINGTON ST STE 615 | CHICAGO | IL | 606023281 | PC | HOPE'S TABLE | $3,000 | |
| THE FIRST METHODIST CHURCH OF CHICAGO AID SOCIETY | |||||||
| 77 W WASHINGTON ST STE 615 | CHICAGO | IL | 606023281 | PC | HOPE'S TABLE | $3,000 | |
| THE FIRST METHODIST CHURCH OF CHICAGO AID SOCIETY | |||||||
| 77 W WASHINGTON ST STE 615 | CHICAGO | IL | 606023281 | PC | HOPE'S TABLE | $3,000 | |
| THE FIRST METHODIST CHURCH OF CHICAGO AID SOCIETY | |||||||
| 77 W WASHINGTON ST STE 615 | CHICAGO | IL | 606023281 | PC | HOPE'S TABLE | $12,000 | |
| THE FIRST METHODIST CHURCH OF CHICAGO AID SOCIETY | |||||||
| 77 W WASHINGTON ST STE 615 | CHICAGO | IL | 606023281 | PC | HOPE'S TABLE | $3,000 | |
| THE LIGHT HOUSE | |||||||
| 10 HUDSON ST | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATIONS | $10,000 | |
| THE METROHEALTH FOUNDATION | |||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | PC | 2GEN VIDEO STORYTELLING | $15,173 | |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| THE REFUGEE RESPONSE | |||||||
| 2054 47TH ST | CLEVELAND | OH | 44102 | PC | OHIO CITY FARM - SUSTAINABLE FUTURE | $50,000 | |
| THE WOMEN'S HOME | |||||||
| 607 WESTHEIMER ROAD | HOUSTON | TX | 77006 | PC | GENERAL OPERATING SUPPORT | $58,100 | |
| THRIVE PENINSULA | |||||||
| 13195 WARWICK BLVD UNIT 2C | NEWPORT NEWS | VA | 23602 | PC | BUILDING HEALTHY FOUNDATIONS | $50,000 | |
| THRIVE PENINSULA | |||||||
| 13195 WARWICK BLVD UNIT 2C | NEWPORT NEWS | VA | 23602 | PC | LET CHRISTMAS THRIVE PROGRAM | $3,000 | |
| TOWARDS EMPLOYMENT | |||||||
| 1255 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVE RD | AUSTIN | TX | 78746 | PC | PROMISE CAMPAIGN | $7,500 | |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 3901 BEE CAVE RD | AUSTIN | TX | 78746 | PC | PROMISE CAMPAIGN | $7,500 | |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| OFFICE OF CORPORATE ENGAGEMENT AND | PRINCETON | NJ | 08544 | PC | EVICTION LAB | $50,000 | FOUNDATION RELATIONS 5TH FLOOR NEW |
| TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 701619986 | PC | DIENERT SWEENEY SCHOLARSHIP FUND ($5,000) AND TULANE MEDICAL SCHOOL ANNUAL FUND ($1,000) | $6,000 | |
| UNION SETTLEMENT ASSOCIATION INC | |||||||
| 237 EAST 104TH STREET | NEW YORK | NY | 10029 | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC | |||||||
| 10011 EUCLID AVENUE | CLEVELAND | OH | 441064701 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 212301732 | PC | ANNE ARUNDEL COUNTY PROGRAMS | $10,000 | |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 212301732 | PC | EVALUATING A 2GEN FRAMEWORK IN NORTH ANNE ARUNDEL COUNTY | $200,000 | |
| UNIVERSITY HOSPITALS HEALTH SYSTEM INC | |||||||
| 11100 EUCLID AVE MCCO 5062 | CLEVELAND | OH | 44106 | PC | UH RAINBOW AHUJA CENTER FOR WOMEN & CHILDREN | $25,000 | |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY | CLEVELAND | OH | 44127 | PC | GENERAL OPERATING SUPPORT | $48,100 | |
| URBAN HARVEST INC | |||||||
| 3302 CANAL STREET | HOUSTON | TX | 77003 | PC | GENERAL OPERATING SUPPORT | $33,100 | |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | |||||||
| 1100 NEW JERSEY AVE SE 710 | WASHINGTON | DC | 20003 | PC | 2022 MEMBERSHIP | $9,500 | |
| WESLEY COMMUNITY CENTER INC | |||||||
| 1410 LEE STREET | HOUSTON | TX | 77009 | PC | GENERAL OPERATING SUPPORT - TWO GENERATION PROGRAMS | $28,100 | |
| WEST SIDE CATHOLIC CENTER | |||||||
| 3135 LORAIN AVENUE | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $58,100 | |
| WHISPERING MEADOWS RANCH INC | |||||||
| 5011 JOHN ANDERSON HWY | FLAGLER BEACH | FL | 32136 | PC | GENERAL OPERATIONS | $750 | |
| WHISPERING MEADOWS RANCH INC | |||||||
| 5011 JOHN ANDERSON HWY | FLAGLER BEACH | FL | 32136 | PC | GENERAL OPERATIONS | $750 | |
| WHISPERING MEADOWS RANCH INC | |||||||
| 5011 JOHN ANDERSON HWY | FLAGLER BEACH | FL | 32136 | PC | GENERAL OPERATIONS | $1,000 | |
| WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT | |||||||
| 1902A LINCOLN BOULEVARD 1338 | SANTA MONICA | CA | 90405 | PC | PROTECTING REPRODUCTIVE RIGHTS AND ABORTION ACCESS FOR WOMEN ALL OVER THE UNITED STATES | $3,000 | |
| WORLD VISION FUND | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PC | GENERAL OPERATIONS | $1,000 | |
| YAZDA | |||||||
| POBOX 771448 | HOUSTON | TX | 77215 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YMCA CAMP SILVER BEACH | |||||||
| 6272 YMCA LANE PO BOX 69 | JAMESVILLE | VA | 23398 | PC | ROCKY BOWEN MEMORIAL CAMPER SCHOLARSHIP FUND | $5,000 | |
| YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMANENCY MOVEMENT INC | |||||||
| 3114 MERMAID AVENUE | BROOKLYN | NY | 11224 | PC | GENERAL OPERATING SUPPORT | $36,000 | |
| YWCA OF ANNAPOLIS AND ANNE ARUNDEL COUNTY | |||||||
| 1517 RITCHIE HWY SUITE 201 | ARNOLD | MD | 21012 | PC | GENERAL OPERATIONS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,888,845 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTERS FOR CHILDREN | ||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK CITY INC (DBA CARINGKIND) | ||||||
| 360 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | HELPING FAMILIES AFFECTED BY DEMENTIA | $30,000 |
| ARUNDEL LODGE INC | ||||||
| 2600 SOLOMONS ISLAND RD | EDGEWATER | MD | 21037 | PC | GENERAL OPERATING SUPPORT | $40,000 |
| BREAD FOR THE CITY | ||||||
| 1525 SEVENTH STREET NW | WASHINGTON | DC | 20001 | PC | RELIEVING HUNGER HOLISTICALLY FOR RESIDENTS LIVING WITH LOW INCOME IN DC | $35,000 |
| CHILD CENTER OF NY INC | ||||||
| 60-02 QUEENS BLVD LOWER LEVEL | WOODSIDE | NY | 11377 | PC | GENERAL OPERATING SUPPORT | $300,000 |
| CHILDREN'S LAW CENTER INC | ||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $40,000 |
| GREEN & HEALTHY HOMES INITIATIVE INC | ||||||
| 2714 HUDSON STREET | BALTIMORE | MD | 21224 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HENRY STREET SETTLEMENT | ||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HOPE COMMUNITY CENTER INC | ||||||
| 1016 N PARK AVE | APOPKA | FL | 32712 | PC | MI CASA ES TU CASA (MY HOUSE IS YOUR HOUSE) | $40,000 |
| HORTON'S KIDS | ||||||
| 400 VIRGINIA AVENUE SW SUITE C-130 | WASHINGTON | DC | 20024 | PC | HORTON'S KIDS GENERAL OPERATING SUPPORT | $50,000 |
| JOURNEY CENTER FOR SAFETY AND HEALING | ||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | PC | GENERAL OPERATING SUPPORT | $35,000 |
| KINGSBRIDGE HEIGHTS COMMUNITY CENTER INC | ||||||
| 3101 KINGSBRIDGE TERRACE | BRONX | NY | 10463 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION INC | ||||||
| 100 EAST ROBINSON STREET | ORLANDO | FL | 32801 | PC | LAS GENERAL OPERATING SUPPORT-2022 | $40,000 |
| LIFT | ||||||
| 999 N CAPITOL ST NE SUITE 310 | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $35,000 |
| MAPLE STREET SCHOOL | ||||||
| 322 MAPLE STREET | MANCHESTER CENTER | VT | 05255 | PC | MAPLE STREET PILOT PREK PROGRAM | $25,000 |
| NEIGHBORHOOD FAMILY PRACTICE | ||||||
| 4115 BRIDGE AVE SUITE 300 | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $35,000 |
| PARTNERS IN DEVELOPMENT FOUNDATION | ||||||
| 2040 BACHELOT STREET | HONOLULU | HI | 96817 | PC | THE PIHA PROJECT | $30,000 |
| PROVIDENCE HOUSE INC | ||||||
| 2050 W 32ND ST | CLEVELAND | OH | 44113 | PC | KEEPING KIDS SAFE AND FAMILIES TOGETHER: SUPPORT FOR PROVIDENCE HOUSE | $25,000 |
| SISTERS OF CHARITY FOUNDATION OF CLEVELAND | ||||||
| 2475 EAST 22ND STREET 4TH FLOOR | CLEVELAND | OH | 44115 | PC | FAMILY PARTNERS INITIATIVE | $200,000 |
| THE WOMEN'S HOME | ||||||
| 607 WESTHEIMER ROAD | HOUSTON | TX | 77006 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| UNITED WAY OF CENTRAL MARYLAND | ||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 212301732 | PC | EVALUATING A 2GEN FRAMEWORK IN NORTH ANNE ARUNDEL COUNTY | $200,000 |
| URBAN HARVEST INC | ||||||
| 3302 CANAL STREET | HOUSTON | TX | 77003 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMANENCY MOVEMENT INC | ||||||
| 3114 MERMAID AVENUE | BROOKLYN | NY | 11224 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,395,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,746,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,642,455 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,388,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,388,778 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| TIM AND CINDY O'NEILL | |||||||
| 1 | PO BOX 44040 | CLEVELAND | OH | 44144 | $1,014,185 | Yes (X) | |
| KELLY SWEENEY-MCSHANE | |||||||
| 2 | PO BOX 44040 | CLEVELAND | OH | 44144 | $37,249 | Yes (X) | |
| LINDA CLIFFORD | |||||||
| 3 | PO BOX 44040 | CLEVELAND | OH | 44144 | $10,624 | Yes (X) | |
| KATHLEEN DONAHEY-MARCUS | |||||||
| 4 | PO BOX 44040 | CLEVELAND | OH | 44144 | $10,321 | Yes (X) | |
| LAURA O'NEILL BOWER | |||||||
| 5 | PO BOX 44040 | CLEVELAND | OH | 44144 | $10,276 | Yes (X) | |
| CONNIE BOWEN | |||||||
| 6 | PO BOX 44040 | CLEVELAND | OH | 44144 | $10,072 | Yes (X) | |
| JESSIE AROSE | |||||||
| 7 | PO BOX 44040 | CLEVELAND | OH | 44144 | $10,055 | Yes (X) | |
| BILL AND KATHY O'NEILL | |||||||
| 8 | PO BOX 44040 | CLEVELAND | OH | 44144 | $10,000 | Yes (X) | |
| SHANE O'NEILL | |||||||
| 9 | PO BOX 44040 | CLEVELAND | OH | 44144 | $1,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 62 SHARES ISHARES S&P 100 ETF (OEF) | $10,037 | 2022-10-12 |
| 1 | 3676 SHARES ISHARES S&P 100 ETF (OEF), 1118 SHARES SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA) | $1,004,148 | 2022-12-21 |
| 2 | 244 SHARES APPLE (AAPL) | $37,249 | 2022-10-28 |
| 3 | 57 SHARES ISHARES S&P 100 ETF (OEF) | $10,624 | 2022-09-12 |
| 4 | 117 SHARES PHILLIP MORRIS (PM) | $9,644 | 2022-09-27 |
| 4 | 117 SHARES PHILLIP MORRIS (PM) | $677 | 2022-09-30 |
| 5 | 50 SHARES ISHARES S&P 100 ETF (OEF) | $10,276 | 2022-04-06 |
| 6 | 116 SHARES PHILLIP MORRIS (PM) | $10,072 | 2022-10-05 |
| 7 | 60 SHARES ISHARES S&P 100 ETF (OEF) | $10,055 | 2022-10-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $106,640 | Amt |
| Net Investment Income | $30,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76,640 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2016-07-15 | $1,353 | $1,353 | SL | 3.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT - LAPTOPS | 2017-02-10 | $2,100 | $2,100 | SL | 3.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT - TELEPHONE | 2017-04-07 | $4,956 | $4,956 | SL | 3.000000000000 | $0 | $0 |
| FOUNDANT SOFTWARE | 2017-03-23 | $9,200 | $9,200 | SL | 2.000000000000 | $0 | $0 |
| WEBSITE | 2018-07-01 | $24,450 | $24,450 | SL | 3.000000000000 | $0 | $0 |
| FOUNDATION SOFTWARE | 2019-03-23 | $11,200 | $11,200 | SL | 2.000000000000 | $0 | $0 |
| FOUNDATION SOFTWARE | 2021-03-23 | $8,441 | $8,441 | SL | 2.000000000000 | $0 | $0 |
| FOUNDATION SOFTWARE | 2022-01-01 | $22,000 | SL | 3.000000000000 | $7,333 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONS IMPACT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 14TH ST NW STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200102319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-02 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | THE NEIGHBOR TO NEIGHBOR (N2N) SMALL GRANTS PROGRAM - PROVIDE CHARITABLE AND EDUCATIONAL PROGRAMS FOR RESIDENTS OF HILLSDALE IN THE DISTRICT OF COLUMBIA | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 08/15/2022 | DatesOfReportsByGranteeTxt |
| Results Of Verification | ALL OF THESE FUNDS WERE EXPENDED BY THE ORGANIZATION AND USED FOR THEIR INTENDED PURPOSE. | ResultsOfVerificationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL DOES NOT REQUIRE NOR WILL IT ACCEPT A COPY OF FORM 990-PF. THE FOUNDATION FILES THE REQUIRED OHIO ANNUAL CHARITABLE REGISTRATION REPORT. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (58 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALABAMA POWER CO | $78,214 | $71,732 |
| ALLSTATE CORP/THE | $74,367 | $71,180 |
| AMAZON.COM INC | $47,499 | $47,091 |
| AMERICAN EXPRESS CO | $120,553 | $113,786 |
| APPLE INC | $108,943 | $108,813 |
| ARCHER-DANIELS-MIDLAND CO | $73,461 | $74,269 |
| AVALONBAY COMMUNITIES INC | $99,569 | $97,749 |
| BANK OF AMERICA CORP | $88,633 | $85,221 |
| BANK OF NEW YORK MELLON CORP/T | $78,084 | $75,086 |
| BP CAPITAL MARKETS AMERICA INC | $78,760 | $76,884 |
| BURLINGTON NORTHERN SANTA FE L | $58,950 | $53,128 |
| CHARLES SCHWAB CORP/THE | $50,646 | $49,936 |
| CHEVRON CORP | $51,306 | $48,886 |
| CINTAS CORP NO 2 | $49,242 | $48,268 |
| CITIGROUP COMMERCIAL M GC23 AS | $80,602 | $71,655 |
| CITIGROUP INC | $104,855 | $94,753 |
| COMCAST CORP | $103,661 | $98,512 |
| COMM 2013-CCRE11 MORTG CR11 A3 | $118,939 | $113,516 |
| COMM 2014-LC17 MORTGAG LC17 A5 | $113,787 | $111,512 |
| CONSOLIDATED EDISON CO OF NEW YORK | $119,712 | $110,276 |
| DUKE ENERGY OHIO INC | $101,669 | $99,126 |
| ELI LILLY & CO | $57,622 | $52,547 |
| EXXON MOBIL CORP | $40,316 | $39,878 |
| FHLMC POOL #G1-3562 | $266 | $260 |
| FHLMC MULTICLASS MTG K029 A2 | $33,749 | $33,346 |
| FLORIDA POWER & LIGHT CO | $50,805 | $49,549 |
| GOLDMAN SACHS GROUP INC/THE | $94,185 | $91,124 |
| HERSHEY CO/THE | $101,156 | $99,208 |
| HOME DEPOT INC/THE | $50,795 | $49,766 |
| HYUNDAI AUTO RECEIVABLES A A3 | $147,516 | $143,348 |
| ILLINOIS TOOL WORKS INC | $47,078 | $46,497 |
| INTEL CORP | $51,943 | $48,724 |
| INTERNATIONAL BUSINESS MACHINE | $59,616 | $52,810 |
| JOHN DEERE CAPITAL CORP | $49,987 | $49,994 |
| JP MORGAN CHASE COMMERC C13 A4 | $61,904 | $57,749 |
| JPMORGAN CHASE & CO | $90,641 | $86,531 |
| METLIFE INC | $52,443 | $48,042 |
| MORGAN STANLEY | $78,570 | $74,718 |
| ORACLE CORP | $41,938 | $38,544 |
| PNC FINANCIAL SERVICES GROUP I | $51,846 | $47,797 |
| PROLOGIS LP | $72,303 | $65,802 |
| PUBLIC SERVICE ELECTRIC AND GAS | $36,214 | $33,840 |
| QUALCOMM INC | $72,738 | $68,309 |
| ROYAL BANK OF CANADA | $45,354 | $44,509 |
| SCHLUMBERGER INVESTMENT SA | $61,158 | $59,258 |
| SHELL INTERNATIONAL FINANCE BV | $26,590 | $24,243 |
| SNAP-ON INC | $49,107 | $47,304 |
| TORONTO-DOMINION BANK/THE | $92,800 | $86,404 |
| TOYOTA MOTOR CREDIT CORP | $72,252 | $69,212 |
| TRAVELERS PROPERTY CASUALTY CO | $64,981 | $59,877 |
| UNITED PARCEL SERVICE INC | $75,644 | $74,546 |
| US BANCORP | $58,291 | $53,874 |
| VIRGINIA ELECTRIC AND POWER CO | $70,349 | $67,788 |
| VISA INC | $61,794 | $57,851 |
| WALT DISNEY CO/THE | $118,503 | $111,515 |
| WELLS FARGO & CO | $83,878 | $78,912 |
| WFRBS COMMERCIAL MORTG LC14 A4 | $52,779 | $48,946 |
| WISCONSIN ELECTRIC POWER CO | $35,683 | $33,137 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (489 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A10 NETWORKS INC | $43,265 | $44,302 |
| AAR CORP | $8,901 | $20,923 |
| ABBOTT LABORATORIES | $107,799 | $389,425 |
| ABBVIE INC | $140,122 | $203,144 |
| ACCEL ENTERTAINMENT INC | $14,577 | $9,587 |
| ACI WORLDWIDE INC | $99,423 | $79,051 |
| ACUMEN PHARMACEUTICALS INC | $17,394 | $10,141 |
| ACUSHNET HOLDINGS CORP | $124,269 | $105,428 |
| ADDUS HOMECARE CORP | $44,838 | $51,337 |
| ADEIA INC | $22,756 | $38,081 |
| ADMA BIOLOGICS INC | $21,018 | $28,514 |
| ADOBE INC | $351,613 | $449,941 |
| AEHR TEST SYSTEMS | $61,514 | $59,717 |
| AFFIMED NV | $6,347 | $1,551 |
| AGILYSYS INC | $81,933 | $120,530 |
| AIRSCULPT TECHNOLOGIES INC | $23,067 | $7,759 |
| ALAMO GROUP INC | $45,628 | $45,595 |
| ALEXANDER & BALDWIN INC | $114,512 | $89,848 |
| ALIGN TECHNOLOGY INC | $244,529 | $230,936 |
| ALKAMI TECHNOLOGY INC | $12,592 | $14,488 |
| ALLIED MOTION TECHNOLOGIES INC | $30,731 | $29,310 |
| ALLSTATE CORP/THE | $128,657 | $132,888 |
| ALPHABET INC | $364,690 | $260,808 |
| ALPHATEC HOLDINGS INC | $25,947 | $54,501 |
| ALPINE INCOME PROPERTY TRUST I | $18,751 | $24,480 |
| AMAZON.COM INC | $357,357 | $421,764 |
| AMERANT BANCORP INC | $51,039 | $62,188 |
| AMERICAN INTERNATIONAL GROUP I | $295,612 | $581,618 |
| AMERICAN TOWER CORP | $35,856 | $354,866 |
| AMERICAN VANGUARD CORP | $7,697 | $10,312 |
| AMERICA'S CAR-MART INC/TX | $25,219 | $15,464 |
| AMETEK INC | $64,521 | $184,430 |
| ANGIODYNAMICS INC | $8,994 | $4,943 |
| ANI PHARMACEUTICALS INC | $30,298 | $44,615 |
| ANSYS INC | $35,231 | $316,724 |
| APELLIS PHARMACEUTICALS INC | $6,711 | $12,204 |
| APPFOLIO INC | $29,473 | $29,190 |
| APTIV PLC | $138,879 | $127,588 |
| ARCOSA INC | $53,423 | $46,841 |
| ARKO CORP | $16,109 | $17,268 |
| ARMSTRONG WORLD INDUSTRIES INC | $56,350 | $93,557 |
| ARRAY TECHNOLOGIES INC | $55,810 | $50,200 |
| ARTHUR J GALLAGHER & CO | $50,840 | $177,228 |
| ARTIVION INC | $40,332 | $25,222 |
| ASCENDIS PHARMA A/S | $245,393 | $266,243 |
| ASML HOLDING NV | $486,900 | $427,831 |
| ASPEN AEROGELS INC | $42,339 | $35,606 |
| ASSERTIO HOLDINGS INC | $8,238 | $11,851 |
| ASTRIA THERAPEUTICS INC | $16,832 | $24,122 |
| ASTRONICS CORP | $7,706 | $10,135 |
| ASTRONOVA INC | $2,875 | $5,064 |
| ATI INC | $49,857 | $66,080 |
| ATLANTIC UNION BANKSHARES CORP | $117,752 | $97,514 |
| ATLAS TECHNICAL CONSULTANTS IN | $13,150 | $8,431 |
| ATLASSIAN CORP | $93,692 | $91,363 |
| AUDIOCODES LTD | $16,329 | $12,881 |
| AVANTOR INC | $232,856 | $135,820 |
| AVIAT NETWORKS INC | $33,736 | $32,750 |
| AVID BIOSERVICES INC | $7,556 | $5,522 |
| AVIDITY BIOSCIENCES INC | $19,524 | $23,765 |
| AXCELIS TECHNOLOGIES INC | $93,691 | $108,326 |
| AXOGEN INC | $50,446 | $29,591 |
| AXT INC | $2,564 | $3,889 |
| AZENTA INC | $97,283 | $219,897 |
| AZZ INC | $34,556 | $37,507 |
| B RILEY FINANCIAL INC | $23,161 | $17,989 |
| BANC OF CALIFORNIA INC | $24,435 | $21,537 |
| BANCORP INC/THE | $28,335 | $40,754 |
| BANK OF AMERICA CORP | $341,852 | $409,396 |
| BANK OF MARIN BANCORP | $31,080 | $31,400 |
| BANK7 CORP | $20,401 | $23,117 |
| BARINGS BDC INC | $4,637 | $6,707 |
| BEAUTY HEALTH CO/THE | $12,071 | $8,791 |
| BECTON DICKINSON & CO | $206,418 | $218,444 |
| BEL FUSE INC | $3,450 | $4,576 |
| BELLUS HEALTH INC | $11,267 | $10,012 |
| BERKSHIRE HATHAWAY INC | $148,058 | $253,916 |
| BERRY CORP | $40,944 | $42,256 |
| BIOHAVEN LTD | $15,068 | $19,918 |
| BIOLIFE SOLUTIONS INC | $13,327 | $11,830 |
| BIOMEA FUSION INC | $22,950 | $10,917 |
| BIO-TECHNE CORP | $74,182 | $267,868 |
| BIOXCEL THERAPEUTICS INC | $25,687 | $26,893 |
| BLACKLINE INC | $66,868 | $153,846 |
| BLACKSTONE INC | $375,519 | $280,809 |
| BLUEGREEN VACATIONS HOLDING CO | $9,533 | $29,852 |
| BOOKING HOLDINGS INC | $165,118 | $189,436 |
| BORGWARNER INC | $144,751 | $148,402 |
| BOWLERO CORP | $12,549 | $19,789 |
| BRAEMAR HOTELS & RESORTS INC | $19,551 | $15,071 |
| BRP GROUP INC | $24,694 | $38,012 |
| C4 THERAPEUTICS INC | $16,825 | $4,974 |
| CABLE ONE INC | $346,030 | $176,541 |
| CALAVO GROWERS INC | $42,269 | $31,840 |
| CALIX INC | $51,362 | $98,402 |
| CANNAE HOLDINGS INC | $110,561 | $73,039 |
| CARMAX INC | $432,392 | $422,211 |
| CARRIAGE SERVICES INC | $17,504 | $31,313 |
| CARRIER GLOBAL CORP | $37,453 | $133,774 |
| CATERPILLAR INC | $202,923 | $296,096 |
| CBRE GROUP INC | $251,393 | $386,801 |
| CECO ENVIRONMENTAL CORP | $24,818 | $43,578 |
| CELANESE CORP | $150,572 | $135,979 |
| CELLDEX THERAPEUTICS INC | $23,737 | $34,943 |
| CELSIUS HOLDINGS INC | $3,390 | $37,871 |
| CERIDIAN HCM HOLDING INC | $163,041 | $155,243 |
| CERUS CORP | $22,688 | $17,790 |
| CHEFS' WAREHOUSE INC/THE | $58,299 | $57,242 |
| CHEVRON CORP | $120,834 | $122,053 |
| CHEWY INC | $109,538 | $83,615 |
| CHINOOK THERAPEUTICS INC | $46,316 | $63,116 |
| CHIPOTLE MEXICAN GRILL INC | $608,714 | $625,758 |
| CINCOR PHARMA INC | $16,640 | $12,782 |
| CIRCOR INTERNATIONAL INC | $79,294 | $82,542 |
| CITY HOLDING CO | $28,718 | $26,996 |
| CLARUS CORP | $9,075 | $17,640 |
| CLEARFIELD INC | $42,391 | $86,232 |
| CME GROUP INC | $123,096 | $221,803 |
| COGENT BIOSCIENCES INC | $12,772 | $9,248 |
| COHERUS BIOSCIENCES INC | $21,077 | $15,666 |
| COLUMBUS MCKINNON CORP/NY | $36,615 | $32,762 |
| COMMUNITY HEALTHCARE TRUST INC | $27,257 | $21,874 |
| COMMUNITY TRUST BANCORP INC | $29,788 | $32,932 |
| COMTECH TELECOMMUNICATIONS COR | $11,338 | $5,936 |
| CONNECTONE BANCORP INC | $22,621 | $19,441 |
| CONOCOPHILLIPS | $377,877 | $474,006 |
| COOPER COS INC/THE | $73,165 | $160,375 |
| COPART INC | $158,265 | $152,225 |
| COSTAR GROUP INC | $171,810 | $382,304 |
| CRINETICS PHARMACEUTICALS INC | $80,725 | $85,351 |
| CROSS COUNTRY HEALTHCARE INC | $56,985 | $81,809 |
| CROWDSTRIKE HOLDINGS INC | $141,545 | $109,291 |
| CROWN CRAFTS INC | $2,087 | $2,456 |
| CTI BIOPHARMA CORP | $2,879 | $10,037 |
| CTO REALTY GROWTH INC | $19,491 | $20,839 |
| CTS CORP | $126,311 | $145,657 |
| CULLINAN ONCOLOGY INC | $20,940 | $16,099 |
| CUSTOMERS BANCORP INC | $40,591 | $31,372 |
| CUTERA INC | $54,188 | $55,938 |
| CYTOKINETICS INC | $5,220 | $27,263 |
| DANAHER CORP | $401,891 | $501,113 |
| DAVE & BUSTER'S ENTERTAINMENT | $16,810 | $13,928 |
| DAY ONE BIOPHARMACEUTICALS INC | $30,528 | $34,604 |
| DEERE & CO | $127,593 | $197,658 |
| DEVON ENERGY CORP | $134,611 | $259,572 |
| DEXCOM INC | $136,193 | $272,908 |
| DICE THERAPEUTICS INC | $68,348 | $80,964 |
| DIGI INTERNATIONAL INC | $64,567 | $75,330 |
| DIME COMMUNITY BANCSHARES INC | $15,736 | $24,923 |
| DMC GLOBAL INC | $43,604 | $45,101 |
| DOCGO INC | $10,992 | $7,911 |
| DOMINION ENERGY INC | $149,271 | $120,862 |
| DONEGAL GROUP INC | $28,659 | $29,366 |
| DOUGLAS DYNAMICS INC | $31,574 | $34,858 |
| DRIL-QUIP INC | $43,256 | $46,135 |
| DUCKHORN PORTFOLIO INC/THE | $62,491 | $57,813 |
| DUCOMMUN INC | $56,022 | $54,406 |
| DYCOM INDUSTRIES INC | $58,487 | $55,411 |
| DYNAVAX TECHNOLOGIES CORP | $65,416 | $48,976 |
| EAGLE BANCORP MONTANA INC | $8,532 | $8,225 |
| ECOLAB INC | $271,892 | $341,775 |
| EDAP TMS SA | $19,710 | $28,014 |
| EDWARDS LIFESCIENCES CORP | $129,298 | $127,285 |
| ELEVATION ONCOLOGY INC | $4,053 | $1,389 |
| ELF BEAUTY INC | $57,142 | $114,637 |
| ENDAVA PLC | $150,048 | $160,268 |
| ENERGY FUELS INC/CANADA | $21,879 | $20,462 |
| ENERGY RECOVERY INC | $41,361 | $37,845 |
| ENERPAC TOOL GROUP CORP | $10,573 | $10,536 |
| ENHABIT INC | $11,638 | $10,304 |
| ENPRO INDUSTRIES INC | $29,720 | $29,129 |
| ENTERPRISE FINANCIAL SERVICES | $67,608 | $68,348 |
| EQRX INC | $1,446 | $154 |
| ESSENTIAL PROPERTIES REALTY TR | $123,894 | $119,767 |
| ESSEX PROPERTY TRUST INC | $180,801 | $163,178 |
| ESTABLISHMENT LABS HOLDINGS IN | $39,183 | $32,825 |
| ESTEE LAUDER COS INC/THE | $321,089 | $512,347 |
| ETSY INC | $178,308 | $166,494 |
| EVERI HOLDINGS INC | $11,516 | $15,900 |
| EVERQUOTE INC | $23,752 | $25,205 |
| EVOQUA WATER TECHNOLOGIES CORP | $124,630 | $152,262 |
| EW SCRIPPS CO/THE | $14,716 | $16,751 |
| EXTREME NETWORKS INC | $64,496 | $93,619 |
| FARO TECHNOLOGIES INC | $20,284 | $10,235 |
| FASTENAL CO | $114,328 | $254,534 |
| FEDERAL SIGNAL CORP | $59,146 | $64,965 |
| FIRST BANCSHARES INC/THE | $32,453 | $34,411 |
| FIRST FOUNDATION INC | $20,000 | $11,464 |
| FIRST INDUSTRIAL REALTY TRUST | $12,628 | $76,444 |
| FIRST MID BANCSHARES INC | $14,261 | $17,901 |
| FIRST NORTHWEST BANCORP | $9,079 | $12,995 |
| FIRST REPUBLIC BANK/CA | $262,324 | $239,148 |
| FIRST WESTERN FINANCIAL INC | $11,140 | $24,519 |
| FIVE STAR BANCORP | $8,220 | $11,196 |
| FLOOR & DECOR HOLDINGS INC | $156,057 | $138,703 |
| FLYWIRE CORP | $21,126 | $29,584 |
| FORACO INTERNATIONAL S A | $303,669 | $196,994 |
| FORTINET INC | $54,260 | $207,294 |
| FORWARD AIR CORP | $53,734 | $57,375 |
| FREEPORT-MCMORAN INC | $223,404 | $254,372 |
| FTI CONSULTING INC | $100,810 | $87,340 |
| FULL HOUSE RESORTS INC | $14,630 | $16,544 |
| GENERAL MOTORS CO | $305,433 | $286,916 |
| GENPACT LTD | $132,302 | $135,718 |
| GENTHERM INC | $40,713 | $38,848 |
| GERON CORP | $12,799 | $13,012 |
| GLOBAL MEDICAL REIT INC | $5,891 | $6,456 |
| GLOBAL PAYMENTS INC | $212,576 | $146,000 |
| GOLAR LNG LTD | $39,041 | $46,332 |
| GOOSEHEAD INSURANCE INC | $139,542 | $104,943 |
| GOPRO INC | $11,111 | $8,645 |
| GRAHAM CORP | $19,939 | $16,758 |
| GRAHAM HOLDINGS CO | $90,644 | $88,215 |
| GREAT SOUTHERN BANCORP INC | $12,082 | $19,096 |
| GREEN PLAINS INC | $25,728 | $31,385 |
| GRID DYNAMICS HOLDINGS INC | $25,863 | $17,728 |
| GUIDEWIRE SOFTWARE INC | $320,574 | $219,523 |
| H&E EQUIPMENT SERVICES INC | $58,807 | $64,423 |
| HAEMONETICS CORP | $51,280 | $77,234 |
| HANOVER INSURANCE GROUP INC/TH | $119,739 | $121,212 |
| HARMONIC INC | $85,761 | $106,608 |
| HARPOON THERAPEUTICS INC | $3,977 | $1,142 |
| HARTFORD FINANCIAL SERVICES GR | $70,659 | $138,011 |
| HARVARD BIOSCIENCE INC | $11,817 | $8,944 |
| HCA HEALTHCARE INC | $202,589 | $271,395 |
| HEALTHCARE SERVICES GROUP INC | $10,628 | $9,660 |
| HEALTHSTREAM INC | $40,519 | $48,388 |
| HEICO CORP | $270,598 | $343,490 |
| HERITAGE FINANCIAL CORP/WA | $18,919 | $17,495 |
| HILTON WORLDWIDE HOLDINGS INC | $254,417 | $217,339 |
| HOME DEPOT INC/THE | $251,957 | $241,317 |
| HONEYWELL INTERNATIONAL INC | $79,017 | $148,939 |
| HORIZON BANCORP INC/IN | $31,809 | $43,687 |
| HUBSPOT INC | $149,423 | $169,719 |
| HUMANA INC | $142,315 | $243,802 |
| HURCO COS INC | $10,060 | $9,328 |
| HURON CONSULTING GROUP INC | $51,120 | $54,668 |
| I3 VERTICALS INC | $49,736 | $46,660 |
| IAA INC | $92,860 | $115,600 |
| IBEX HOLDINGS LTD | $9,644 | $15,631 |
| ICF INTERNATIONAL INC | $34,388 | $33,776 |
| ICHOR HOLDINGS LTD | $15,934 | $11,962 |
| ICON PLC | $109,870 | $252,525 |
| IDENTIV INC | $20,151 | $16,580 |
| IDEX CORP | $140,213 | $168,964 |
| IDEXX LABORATORIES INC | $187,505 | $202,756 |
| ILLUMINA INC | $658,554 | $727,516 |
| IMAGO BIOSCIENCES INC | $10,964 | $15,782 |
| IMMUNOGEN INC | $23,525 | $23,109 |
| IMPINJ INC | $51,877 | $108,634 |
| INFINERA CORP | $10,534 | $13,871 |
| INGEVITY CORP | $116,133 | $149,826 |
| INOTIV INC | $5,658 | $2,104 |
| INSPIRE MEDICAL SYSTEMS INC | $9,156 | $56,673 |
| INSPIRED ENTERTAINMENT INC | $9,305 | $12,898 |
| INSULET CORP | $102,124 | $139,835 |
| INTERNATIONAL MONEY EXPRESS IN | $47,244 | $53,882 |
| INTEVAC INC | $4,246 | $4,341 |
| INTUIT INC | $320,234 | $476,405 |
| INTUITIVE SURGICAL INC | $299,451 | $878,043 |
| IOVANCE BIOTHERAPEUTICS INC | $4,294 | $3,911 |
| ISTAR INC | $32,909 | $12,635 |
| IVERIC BIO INC | $26,751 | $33,121 |
| JAMES RIVER GROUP HOLDINGS LTD | $21,496 | $17,711 |
| JOHN B SANFILIPPO & SON INC | $33,392 | $35,374 |
| KALVISTA PHARMACEUTICALS INC | $19,418 | $12,972 |
| KAMAN CORP | $18,142 | $10,548 |
| KARAT PACKAGING INC | $32,729 | $28,266 |
| KKR & CO INC | $196,539 | $302,566 |
| KRATOS DEFENSE & SECURITY SOLU | $5,895 | $6,109 |
| KURA ONCOLOGY INC | $4,193 | $3,450 |
| KURA SUSHI USA INC | $39,090 | $39,145 |
| KVH INDUSTRIES INC | $46,105 | $53,532 |
| L3HARRIS TECHNOLOGIES INC | $121,077 | $140,958 |
| LANCASTER COLONY CORP | $121,314 | $147,975 |
| LANDSTAR SYSTEM INC | $86,130 | $210,956 |
| LANTRONIX INC | $4,236 | $3,573 |
| LCNB CORP | $14,713 | $18,072 |
| LEMAITRE VASCULAR INC | $24,713 | $23,194 |
| LIFETIME BRANDS INC | $54,426 | $48,303 |
| LIGHTSPEED COMMERCE INC | $150,692 | $65,637 |
| LINDE PLC | $67,857 | $173,528 |
| LINDSAY CORP | $30,633 | $28,987 |
| LIVANOVA PLC | $92,540 | $72,480 |
| LIVE NATION ENTERTAINMENT INC | $130,534 | $111,584 |
| LPL FINANCIAL HOLDINGS INC | $89,156 | $140,511 |
| LSI INDUSTRIES INC | $29,023 | $92,326 |
| LULULEMON ATHLETICA INC | $559,113 | $522,540 |
| MAGNITE INC | $13,398 | $11,130 |
| MALIBU BOATS INC | $100,373 | $85,333 |
| MARKEL GROUP INC | $142,584 | $260,863 |
| MARSH & MCLENNAN COS INC | $91,613 | $207,677 |
| MARTIN MARIETTA MATERIALS INC | $118,032 | $126,063 |
| MARVELL TECHNOLOGY INC | $204,674 | $142,234 |
| MASONITE INTERNATIONAL CORP | $153,477 | $170,006 |
| MATADOR RESOURCES CO | $10,802 | $52,432 |
| MATCH GROUP INC | $707,478 | $218,777 |
| MATERION CORP | $20,386 | $25,553 |
| MATSON INC | $32,409 | $115,018 |
| MAXEON SOLAR TECHNOLOGIES LTD | $29,956 | $20,477 |
| MAYVILLE ENGINEERING CO INC | $9,545 | $12,116 |
| MCGRATH RENTCORP | $42,075 | $46,112 |
| MEDTRONIC PLC | $179,080 | $175,725 |
| MERSANA THERAPEUTICS INC | $22,534 | $24,923 |
| MERUS NV | $46,173 | $35,132 |
| MGP INGREDIENTS INC | $62,513 | $82,551 |
| MICROCHIP TECHNOLOGY INC | $107,099 | $174,923 |
| MICROSOFT CORP | $471,901 | $603,147 |
| MISTRAS GROUP INC | $2,361 | $2,805 |
| MODEL N INC | $30,267 | $31,312 |
| MODINE MANUFACTURING CO | $21,134 | $21,210 |
| MODIVCARE INC | $10,076 | $9,960 |
| MOELIS & CO | $101,009 | $125,508 |
| MONGODB INC | $174,666 | $137,788 |
| MONTROSE ENVIRONMENTAL GROUP I | $37,783 | $66,896 |
| MOODY'S CORP | $96,234 | $242,399 |
| MORPHIC HOLDING INC | $25,544 | $10,700 |
| MRC GLOBAL INC | $9,894 | $11,742 |
| MSCI INC | $124,117 | $189,324 |
| MURPHY USA INC | $64,819 | $133,900 |
| MYR GROUP INC | $33,726 | $32,869 |
| NAPCO SECURITY TECHNOLOGIES IN | $8,417 | $11,459 |
| NASDAQ INC | $256,922 | $248,099 |
| NATIONAL BANK HOLDINGS CORP | $13,348 | $14,136 |
| NATURE'S SUNSHINE PRODUCTS INC | $22,992 | $21,308 |
| NETAPP INC | $203,041 | $148,348 |
| NETFLIX INC | $440,469 | $494,809 |
| NEWMARKET CORP | $22,654 | $123,511 |
| NEXPOINT RESIDENTIAL TRUST INC | $40,205 | $39,081 |
| NEXTGEN HEALTHCARE INC | $18,725 | $40,114 |
| NICE LTD | $33,579 | $133,649 |
| NICOLET BANKSHARES INC | $16,994 | $18,671 |
| NIKE INC | $213,248 | $481,496 |
| NN INC | $13,754 | $3,329 |
| NOODLES & CO | $6,691 | $7,664 |
| NORTHEAST BANK | $14,326 | $16,840 |
| NORTHERN OIL AND GAS INC | $10,107 | $18,061 |
| NUVALENT INC | $39,748 | $69,566 |
| NV5 GLOBAL INC | $52,135 | $69,468 |
| NVIDIA CORP | $195,471 | $538,380 |
| NVR INC | $147,240 | $249,079 |
| OLD DOMINION FREIGHT LINE INC | $134,878 | $251,997 |
| ONCTERNAL THERAPEUTICS INC | $2,511 | $2,632 |
| OPTIMIZERX CORP | $12,682 | $13,104 |
| ORASURE TECHNOLOGIES INC | $14,149 | $23,695 |
| ORION GROUP HOLDINGS INC | $12,488 | $6,000 |
| ORION SA | $35,065 | $39,022 |
| ORTHOFIX MEDICAL INC | $11,216 | $12,544 |
| OSI SYSTEMS INC | $17,659 | $21,073 |
| PALO ALTO NETWORKS INC | $164,755 | $203,031 |
| PARKER-HANNIFIN CORP | $72,934 | $266,847 |
| PAYONEER GLOBAL INC | $64,097 | $55,909 |
| PENSKE AUTOMOTIVE GROUP INC | $40,729 | $107,919 |
| PEOPLES BANCORP OF NORTH CAROL | $3,396 | $6,545 |
| PEPSICO INC | $253,615 | $396,549 |
| PERFORMANT FINANCIAL CORP | $19,613 | $16,725 |
| PERION NETWORK LTD | $47,615 | $67,425 |
| PFIZER INC | $76,381 | $239,752 |
| PHOTRONICS INC | $36,427 | $39,029 |
| PHREESIA INC | $34,238 | $45,919 |
| PLAYA HOTELS & RESORTS NV | $49,053 | $38,436 |
| PLEXUS CORP | $29,278 | $29,850 |
| PLYMOUTH INDUSTRIAL REIT INC | $15,048 | $23,323 |
| PORTILLO'S INC | $20,934 | $14,623 |
| PRICESMART INC | $23,273 | $70,019 |
| PRIMIS FINANCIAL CORP | $47,148 | $38,631 |
| PROCEPT BIOROBOTICS CORP | $54,985 | $63,847 |
| PROMETHEUS BIOSCIENCES INC | $68,788 | $74,250 |
| PROS HOLDINGS INC | $50,134 | $69,505 |
| PROTAGONIST THERAPEUTICS INC | $41,159 | $31,966 |
| PROVIDENT BANCORP INC | $21,903 | $10,112 |
| PURE CYCLE CORP | $29,562 | $58,059 |
| QUALYS INC | $112,996 | $130,748 |
| QUEST DIAGNOSTICS INC | $128,939 | $156,440 |
| QUIPT HOME MEDICAL CORP | $47,318 | $39,267 |
| RANGER OIL CORP | $34,853 | $39,743 |
| REAL GOOD FOOD CO INC/THE | $28,237 | $15,952 |
| RELAY THERAPEUTICS INC | $23,743 | $16,255 |
| RESOURCES CONNECTION INC | $8,793 | $9,282 |
| REVOLUTION MEDICINES INC | $15,668 | $17,127 |
| RIBBON COMMUNICATIONS INC | $8,583 | $8,440 |
| RILEY EXPLORATION PERMIAN INC | $23,911 | $32,520 |
| ROCKWELL AUTOMATION INC | $165,109 | $222,798 |
| S&P GLOBAL INC | $109,174 | $416,330 |
| SAFEHOLD INC | $3,565 | $3,606 |
| SAREPTA THERAPEUTICS INC | $108,720 | $125,693 |
| SBA COMMUNICATIONS CORP | $170,989 | $289,841 |
| SCPHARMACEUTICALS INC | $13,021 | $15,867 |
| SENECA FOODS CORP | $5,669 | $10,971 |
| SERVICENOW INC | $589,347 | $433,309 |
| SHARECARE INC | $32,174 | $26,629 |
| SHERWIN-WILLIAMS CO/THE | $84,349 | $116,766 |
| SHOALS TECHNOLOGIES GROUP INC | $44,760 | $45,097 |
| SHYFT GROUP INC/THE | $30,267 | $45,842 |
| SI-BONE INC | $5,496 | $3,645 |
| SIERRA WIRELESS INC | $2,651 | $4,175 |
| SITEONE LANDSCAPE SUPPLY INC | $197,270 | $138,320 |
| SMART GLOBAL HOLDINGS INC | $54,551 | $36,084 |
| SOLARIS OILFIELD INFRASTRUCTUR | $28,713 | $25,957 |
| SOVOS BRANDS INC | $52,308 | $61,374 |
| SPARTANNASH CO | $16,228 | $28,577 |
| SPOK HOLDINGS INC | $9,790 | $9,328 |
| SPORTSMAN'S WAREHOUSE HOLDINGS | $8,900 | $8,544 |
| SPRINGWORKS THERAPEUTICS INC | $25,359 | $26,348 |
| SPROUT SOCIAL INC | $150,987 | $105,411 |
| SS&C TECHNOLOGIES HOLDINGS INC | $263,391 | $191,789 |
| STEELCASE INC | $9,512 | $6,031 |
| STERLING INFRASTRUCTURE INC | $14,190 | $14,498 |
| STRIDE INC | $38,797 | $31,593 |
| STRYKER CORP | $188,545 | $210,995 |
| SUN COMMUNITIES INC | $108,464 | $117,260 |
| SUNOPTA INC | $71,063 | $101,795 |
| SURGEPAYS INC | $1,055 | $1,260 |
| SYNCHRONOSS TECHNOLOGIES INC | $13,265 | $4,595 |
| TABULA RASA HEALTHCARE INC | $17,337 | $19,023 |
| TACTILE SYSTEMS TECHNOLOGY INC | $22,131 | $29,102 |
| TAKE-TWO INTERACTIVE SOFTWARE | $121,224 | $102,880 |
| TAPESTRY INC | $192,362 | $174,787 |
| TCR2 THERAPEUTICS INC | $4,843 | $1,174 |
| TELA BIO INC | $23,768 | $34,167 |
| TELEDYNE TECHNOLOGIES INC | $49,267 | $133,970 |
| TELEFLEX INC | $270,280 | $258,367 |
| TEMPUR SEALY INTERNATIONAL INC | $106,135 | $240,653 |
| TERNS PHARMACEUTICALS INC | $11,274 | $15,830 |
| TEXAS INSTRUMENTS INC | $294,629 | $322,014 |
| THERMON GROUP HOLDINGS INC | $50,332 | $52,730 |
| THRYV HOLDINGS INC | $25,256 | $21,926 |
| TITAN INTERNATIONAL INC | $42,146 | $43,110 |
| TITAN MACHINERY INC | $12,710 | $47,755 |
| TRANSDIGM GROUP INC | $139,852 | $583,056 |
| TRANSMEDICS GROUP INC | $54,224 | $113,503 |
| TRAVERE THERAPEUTICS INC | $19,530 | $19,831 |
| TREACE MEDICAL CONCEPTS INC | $66,384 | $59,015 |
| TREDEGAR CORP | $19,843 | $16,822 |
| TRUIST FINANCIAL CORP | $398,426 | $373,371 |
| TYLER TECHNOLOGIES INC | $147,898 | $105,428 |
| UDEMY INC | $36,440 | $25,615 |
| UMH PROPERTIES INC | $45,585 | $30,735 |
| UNIFI INC | $5,172 | $4,004 |
| UNIFIRST CORP/MA | $78,673 | $93,600 |
| UNION PACIFIC CORP | $248,963 | $232,954 |
| UNISYS CORP | $10,733 | $7,604 |
| UNITY BANCORP INC | $15,033 | $30,856 |
| UNIVERSAL ELECTRONICS INC | $20,336 | $11,737 |
| UPLAND SOFTWARE INC | $11,848 | $4,192 |
| URANIUM ENERGY CORP | $47,498 | $31,665 |
| UTZ BRANDS INC | $149,850 | $156,269 |
| V2X INC | $11,501 | $11,892 |
| VAIL RESORTS INC | $208,742 | $171,612 |
| VAXCYTE INC | $47,572 | $78,063 |
| VECTIVBIO HOLDING AG | $22,848 | $11,572 |
| VEEVA SYSTEMS INC | $294,247 | $290,000 |
| VENTYX BIOSCIENCES INC | $34,859 | $66,826 |
| VERACYTE INC | $39,892 | $32,368 |
| VERISK ANALYTICS INC | $52,531 | $149,428 |
| VERIZON COMMUNICATIONS INC | $214,729 | $168,120 |
| VIRIDIAN THERAPEUTICS INC | $31,113 | $35,958 |
| VISA INC | $203,141 | $852,439 |
| VISHAY PRECISION GROUP INC | $73,778 | $87,465 |
| VITA COCO CO INC/THE | $23,906 | $26,382 |
| VITAL ENERGY INC | $21,155 | $21,288 |
| VITAL FARMS INC | $42,456 | $52,071 |
| VONTIER CORP | $90,826 | $97,906 |
| VSE CORP | $10,186 | $13,501 |
| VULCAN MATERIALS CO | $319,494 | $417,812 |
| WABASH NATIONAL CORP | $37,222 | $45,064 |
| WALT DISNEY CO/THE | $128,728 | $156,384 |
| WASTE CONNECTIONS INC | $209,415 | $453,885 |
| WASTE MANAGEMENT INC | $162,130 | $179,157 |
| WAYFAIR INC | $287,285 | $60,320 |
| WELLS FARGO & CO | $212,425 | $211,198 |
| WESCO INTERNATIONAL INC | $265,428 | $261,668 |
| WEST BANCORP INC | $25,698 | $38,018 |
| WEYERHAEUSER CO | $125,535 | $134,416 |
| WHITE MOUNTAINS INSURANCE GROU | $75,347 | $207,907 |
| WHITESTONE REIT | $22,622 | $21,623 |
| WILLDAN GROUP INC | $7,694 | $7,747 |
| WILLSCOT MOBILE MINI HOLDINGS | $136,822 | $218,939 |
| WINMARK CORP | $11,477 | $11,556 |
| WNS HOLDINGS LTD | $234,937 | $231,171 |
| WORKIVA INC | $174,318 | $129,566 |
| XENON PHARMACEUTICALS INC | $73,239 | $143,249 |
| XOMETRY INC | $95,273 | $66,297 |
| XPEL INC | $56,631 | $50,751 |
| XPERI INC | $23,981 | $13,828 |
| XPONENTIAL FITNESS INC | $56,086 | $84,153 |
| ZENTALIS PHARMACEUTICALS INC | $13,279 | $10,815 |
| ZSCALER INC | $136,597 | $80,568 |
| ZYMEWORKS INC | $11,634 | $6,262 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,925,345 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,837,430 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN NEXT GENERATION | AT COST | $0 | $150,979 |
| ABERDEEN VENTURE PARTNERS V | AT COST | $27,482 | $118,973 |
| DODGE & COX INTL STCK-I | AT COST | $1,996,798 | $2,484,990 |
| FPA CRESCENT FUND-INV | AT COST | $3,239,626 | $3,639,344 |
| ISHARES RUSSELL 1000 ETF | AT COST | $4,400,226 | $8,020,812 |
| ISHARES RUSSELL 2000 ETF | AT COST | $3,811,010 | $3,749,612 |
| ISHARES RUSSELL 2000 VALUE E | AT COST | $2,013,000 | $2,288,055 |
| ISHARES S&P 100 ETF | AT COST | $3,461,433 | $11,731,122 |
| MONTAUK TRIGUARD IV LP | AT COST | $0 | $12,675 |
| NEO CAPITAL FUND LP | AT COST | $196,613 | $287,129 |
| PARK STREET CAPITAL PRIVATE EQUITY | AT COST | $0 | $106,112 |
| PIMCO ALL ASSET FUND-INST | AT COST | $2,938,895 | $2,622,947 |
| PZENA M/C VALUE FUND-INS | AT COST | $7,231,026 | $7,073,208 |
| SIGULER GUFF BRIC FUND | AT COST | $155,898 | $77,917 |
| SIGULER GUFF BRIC OPS FD II LP | AT COST | $26,932 | $26,318 |
| SPDR DJIA TRUST | AT COST | $140,018 | $370,427 |
| STEEL PARTNERS HOLDINGS LP | AT COST | $3,425 | $24,268 |
| VANGUARD DIVIDEND APPREC ETF | AT COST | $1,649,948 | $4,468,034 |
| VANGUARD FTSE DEVELOPED ETF | AT COST | $1,782,326 | $1,859,271 |
| VANGUARD INTL EXPLORER-INV | AT COST | $2,415,712 | $2,381,420 |
| WCM INTL SMALL CAP GROW-INST | AT COST | $3,665,013 | $2,386,989 |
| WM BLAIR EMRG MRKTS GRW-R6 | AT COST | $4,586,797 | $3,354,881 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FOUNDATION SOFTWARE | CategoryOrItemTxt |
| Cost Or Other Basis | $22,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,333 | AccumulatedDepreciationAmt |
| Book Value | $14,667 | BookValueAmt |
| EOYFMV | $14,667 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,108 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS - ADJUSTMENT FOR UNREALIZED GAIN/LOSS | Desc |
| Amt | $152,642 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING | $12,278 | $0 | $12,278 |
| GRANTMAKING EXPENSES | $3,869 | $0 | $3,869 |
| GENERAL OFFICE EXPENSES | $11,952 | $0 | $11,952 |
| EQUIPMENT | $30,216 | $0 | $30,216 |
| STAFF AND BOARD EDUCATION | $91,876 | $0 | $91,876 |
| FROM PASS THROUGH INVESTMENTS | $18,863 | $18,863 | $0 |
| PURCHASED SERVICES | $7,200 | $0 | $7,200 |
| MISCELLANEOUS EXPENSES | $12,305 | $0 | $12,305 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS | Desc |
| Net Investment Income | $6,994 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $502,497 | $502,497 | $0 |
| CMWA MANAGEMENT FEES | $340,198 | $340,198 | $0 |
| CUSTODIAL BANK FEES | $84,733 | $84,733 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $155,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |