2022-11-13T23:26:02-06:00 2021-12-31 BDO USA LLP 1601 FORUM PLACE 9TH FLOOR WEST PALM BEACH FL 33401 990PF 2021-01-01 461439784 The Foundation for Excellence in Higher Education % LUIS TELLEZ FOUN 6096888779 16 STOCKTON STREET PRINCETON NJ 08540 Luis Tellez President 6096888779 2022-11-10 true Luis Tellez 999009999 Jacob Cook P01240455 5616881600 2022-11-10 2021 2022-09-23 18:48:47Z X X 10905740 X 10002160 28015 28460 615023 5637651 594705 10645198 623165 0 28320 0 0 28320 27120 13560 0 13560 35768 15568 0 20200 2878 0 0 0 74911 74911 8929 8929 406392 1515 0 404877 584318 30643 0 550797 7639494 7806416 8223812 30643 0 8357213 2421386 592522 36877 49953 49953 1257359 2187904 2187904 7527167 230163 4198300 7297004 7297004 2775640 1370879 1370879 315481 8583657 10905740 10905740 6546 21457 5945115 5904114 5951661 5925571 X -1183711 -2489304 3815707 7469473 2631996 4980169 8583657 10905740 2631996 2421386 5053382 73213 4980169 PTC858 ST GAIN 4706840 4402447 304393 304393 PTC858 LT GAIN 493138 349076 144062 144062 PTC1050 ST GAIN 89511 73969 15542 15542 PTC1050 LT GAIN 348162 217454 130708 130708 594705 8236 8236 8236 1480 0 1480 6756 false false false false false false false false true CA FL MD NJ NY PA WI false false false false false true www.excellenceinhighered.org LUIS TELLEZ 6096888779 16 STOCKTON STREET PRINCETON NJ 08540 false false false false false false false false false false false false false false true false false false false false false false Boyd Smith 16 STOCKTON STREET PRINCETON NJ 08540 Chairman 1.0 0 0 0 Luis Tellez 16 STOCKTON STREET PRINCETON NJ 08540 President 28.0 0 0 0 Peter Brinckerhoff 16 STOCKTON STREET PRINCETON NJ 08540 Treasurer 1.0 0 0 0 Donald Readlinger 16 STOCKTON STREET PRINCETON NJ 08540 Secretary 1.0 0 0 0 G David Bednar 16 STOCKTON STREET PRINCETON NJ 08540 Trustee 1.0 0 0 0 Thalia Considine 16 STOCKTON STREET PRINCETON NJ 08540 Trustee 1.0 0 0 0 Robert George 16 STOCKTON STREET PRINCETON NJ 08540 Trustee 1.0 0 0 0 Steven Justice 16 STOCKTON STREET PRINCETON NJ 08540 Trustee 1.0 0 0 0 Thomas Trkla 16 STOCKTON STREET PRINCETON NJ 08540 Trustee 1.0 0 0 0 The Witherspoon Institute Inc 16 Stockton Street PRINCETON NJ 08540 ADMINISTRATIVE 381156 None 2871966 1632373 0 4504339 0 4504339 67565 4436774 221839 221839 8236 8236 213603 213603 213603 8357213 0 0 0 0 8357213 213603 2019 2018 2017 626687 4913852 3719843 6309354 9983854 25553590 8357213 213603 8143610 33697200 0 626687 33070513 4913852 3719843 6309354 9983854 8143610 X Academic Freedom Alliance 10 Nassau Street Unit 33 Princeton NJ 08542 PC AFA general operations and Disbursments of remaining special defense funds 359400 Agora Trust 20 Derby Street Cambridge UK CB3 9JE PC General operations 360000 Allen Porter 7900 N Stadium Drive 115 HOUSTON TX 77030 none I Fellowship 62000 Austin Institute FSOFC 3206 Fairfax Walk Austin TX 78705 PC General operations 325000 Canterbury Institute 82-83 St Aldates Oxford UK OX1 1RA PC Oxford Scholarships Program; General Operations 1971357 Collegium Institute 3814 Walnut Street Philadelphia PA 191046197 PC General operations and Fernandez Stipend 300000 Duke University 324 Blackwell St Durham NC 27701 PC General operations 205000 Elm Institute 31 Whitney Avenue Suite 1 New Haven CT 06510 PC General operations 275000 Emily Finley 115 Sen Miguel Dr Camarillo CA 93010 none I Fellowship 62000 Forbes Avenue Foundation PO Box 7126 337 Bouquet St Pittsburgh PA 15213 PC Beatrice Institute 50000 Harvard University 124 Mount Auburn St Cambridge MA 02138 PC General Operations 350000 Hyde Park Institute 1407 E 60th Street Chicago IL 60637 PC General Operations 250000 Jacob Boros 16 stockton street Princeton NJ 08540 NONE I fellowship 62000 John Hopkins University 550 N Broadway Ste 912 Baltimore MD 21205 PC Paul R. McHugh Program 375000 Peter Koritansky 8550 Old State Road Chardon OH 44024 NONE I fellowship 32859 Stephanie Ahrens 4210 Fairmount St Apt3017 Dallas TX 75219 NONE I fellowship 62000 The Abigail Adams Institute 14 Arrow St G10 Cambridge MA 02138 PC General operations 350000 The Berkeley Institute 2134 Allston Way Berkeley CA 94704 PC General operations 266100 The Houston Institute 5535 Memorial Drive Suite F-507 Houston TX 77007 PC General operations 88700 The Morningside Institute 490 Riverside Drive Floor 11 New York NY 10027 PC General operations, Barry Center, reduction of grant expenses 1117000 The University of Pennsylvania 3451 Walnut Street Philadelphia PA 19104 PC General Operations 150000 University of California Berkeley Fndn 1995 University Ave Suite 401 Berkeley CA 947041058 PC General Operations 100000 The Witherspoon Institute 16 Stockton Street Princeton NJ 08540 PC James Madison Program, FEHE Admin, PISM Admin 350000 Zephyr Institute 560 College Avenue Palo Alto CA 94306 PC General operation 225000 7748416 14 28015 18 615023 643038 643038 false false false false false false false false false false X X 1 John and Daria Barry Foundation 700 S Rosemary Ave Suite 204-147 West Palm Beach FL 33401 3373124 X X 2 Considine Family Foundation 4582 S Ulster St Suite 1410 Denver CO 802372633 25000 X 3 Lynde and Harry Bradley Foundation 1400 N Water St Suite 300 Milwaukee WI 53202 800000 X 4 Bradley Impact Fund 1400 N Water St Suite 300 Milwaukee WI 53202 665000 X 5 G David Bednar 203 Shore Road Old Greenwich CT 06870 5226 X 6 Sarah Scaife Foundation 301 Grant Street Ste 3900 Pittsburgh PA 15219 1000000 X 7 Thomas Trkla 14 Smiths Point Road Manchester MA 01944 5000 X 8 Diana Davis Spencer Foundation 3 Bethesda Metro Ctr Ste 118 Bethesda MD 20814 3815070 X 9 Tracy and Greg Johnson Foundation 16 STOCKTON STREET PRINCETON NJ 08540 100000 X 10 JP Morgan Charitable Giving Fund PO BOX 6089 NEWARK DE 19714 75000 X 11 Achelis and Bodman Foundation 767 3rd Avenue Suite 4 New York NY 10017 50000 X 12 Stephen Whelan 16 STOCKTON STREET PRINCETON NJ 08540 25000 X 13 William H Walton 16 STOCKTON STREET PRINCETON NJ 08540 15000 X 14 John K Hurley 16 STOCKTON STREET PRINCETON NJ 08540 15000 X 15 Harlan and Kathy Crow 16 STOCKTON STREET PRINCETON NJ 08540 15000 X 16 Donors Trust Inc 1800 Diagnol Rd Ste 2800 Alexandria VA 22314 10000 X 1 various stock 1900000 2021-10-01 5 22 shares of Fedex Corporation 5226 2021-11-03 Accounting Fees 27120 13560 13560 Copy is filed with State of New Jersey Charities Registration Department in lieu of Attorney General. AMAZON COM INC 50015 50015 VANGUARD TOTAL STK MKT INDEX 354004 354004 BERKSHIRE HATHAWAY INC-CL B 74750 74750 GOLDMAN SACHS GROUP INC 57383 57383 PEAPACK-GLADSTONE FINL CORP 53100 53100 SOFI TECHNOLOGIES INC 47430 47430 ABBOTT LABS INC 70370 70370 ABBVIE INC 67700 67700 CVS HEALTH CORP 51580 51580 GOODRX HOLDINGS INC 40850 40850 ROYALTY PHARMA PLC CL A 79700 79700 CARRIER GLOBAL CORP 62105 62105 HONEYWELL INTERNATIONAL INC 52128 52128 PALO ALTO NETWORKS 55676 55676 APPLE INC 49364 49364 MICROSOFT CORP 67264 67264 ALPHABET INC CL A 43456 43456 META PLATFORMS INC CL A 42044 42044 VERIZON COMMUNICATIONS 51960 51960 Legal fees 28320 28320 UNREALIZED LOSS ON INVESTMENTS 73213 Management Services 381156 1500 0 379656 INFORMATION TECHNOLOGY 9949 0 0 9949 HONORARIUM STIPEND 5000 0 0 5000 RESEARCH EXPENSES 3979 0 0 3979 TAXES, LICENSES & REGISTRATION 3905 0 0 3905 INSURANCE 1367 0 0 1367 ADVERTISING AND PROMOTION 940 0 0 940 BANK CHARGES 15 15 0 0 MISCELLANEOUS 81 0 0 81 CONSULTING FEES 20200 0 0 20200 INVESTMENT FEES 15568 15568 0 0 TAXES 2878 0 0 0