THE GREENWALL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE GREENWALL FOUNDATION (EIN 13-6082277)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-13
IRS object ID
202112869349100031
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-13T13:22:47-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 COMMERCE DRIVE 301AddressLine1Txt
CityCRANFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136082277EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREENWALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone2126797266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZA FL 47AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE GROMANPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2126797266PhoneNum
Signature2021-09-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHELLEPersonFirstNm
Person LastGROMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT BROWNPreparerPersonNm
PTINP02104034PTIN
Phone9082726200PhoneNum
Preparation2021-09-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$108,522,869FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,383InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,383InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,937,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,937,737DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,873,981NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,068,457GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,873,981CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$48,275OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$146OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,867,376TotalRevAndExpnssAmt
Total Net Invst Incm$3,819,247TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$655,429CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$40,297CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$615,132CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$254,391OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$7,203OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$247,188OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$227,953PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$8,789PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$193,135PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$20,963LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$457LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,426LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$79,953AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$65,197AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$578,967OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$364,990OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$205,797OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,435TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,863DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$140,687OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,264OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$134,729OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,876TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,991TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$118,319TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$137,039OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,975OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$141,541OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,132,556TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$436,966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,722,464TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,699,118ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,065,387ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,831,674TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$436,966TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,787,851TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$964,298ExcessRevenueOverExpensesAmt
Net Investment Income$3,382,281NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$181,631CashBOYAmt
Cash EOY$261,946CashEOYAmt
Cash EOYFMV$261,946CashEOYFMVAmt
Sav And Temp Cash Invst BOY$817,217SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,419,275SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,419,275SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$56,425PrepaidExpensesBOYAmt
Prepaid Expenses EOY$55,116PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$55,116PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$7,636,185CorporateStockEOYAmt
Corporate Stock EOYFMV$7,636,185CorporateStockEOYFMVAmt
Other Investments BOY$101,349,145OtherInvestmentsBOYAmt
Other Investments EOY$99,113,516OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,113,516OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$68,701LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,285LandBldgEquipAccumDeprecAmt
Land BOY$9,279LandBOYAmt
Land EOY$7,416LandEOYAmt
Land EOYFMV$7,416LandEOYFMVAmt
Other Assets BOY$36,742OtherAssetsBOYAmt
Other Assets EOY$29,415OtherAssetsEOYAmt
Other Assets EOYFMV$29,415OtherAssetsEOYFMVAmt
Total Assets BOY$102,450,439TotalAssetsBOYAmt
Total Assets EOY$108,522,869TotalAssetsEOYAmt
Total Assets EOYFMV$108,522,869TotalAssetsEOYFMVAmt
Accounts Payable BOY$80,894AccountsPayableBOYAmt
Accounts Payable EOY$35,045AccountsPayableEOYAmt
Grants Payable BOY$3,655,074GrantsPayableBOYAmt
Grants Payable EOY$3,288,805GrantsPayableEOYAmt
Other Liabilities BOY$255,906OtherLiabilitiesBOYAmt
Other Liabilities EOY$361,495OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,991,874TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,685,345TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$98,458,565NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$104,837,524NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$98,458,565TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$104,837,524TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,450,439TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$108,522,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$98,458,565TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$964,298ExcessRevenueOverExpensesAmt
Other Increases$7,447,697OtherIncreasesAmt
Subtotal$104,941,964SubtotalAmt
Other Decreases$104,440OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$104,837,524TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$55,487,252$54,194,476$1,292,776$1,292,776
CAPITAL GAINS DIVIDENDS$581,205$581,205$581,205P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,873,981CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47,014InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47,014SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47,014TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,879EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$57,879TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,865OverpaymentAmt
Applied To ES Tax$10,865AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE GREENWALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126767266PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZA FL 47AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190002ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES A TULSKY MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/CHAIR1.00$14,500$0$0
ANN ALPERS JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/VICE CHAIR1.00$11,500$0$0
BERNARD LO MD
1701 DIVISIDERO STSAN FRANCISCOCA94143DIRECTOR/PRESIDENT/CEO THROUGH 6/30/2040.00$268,901$35,107$0
JOEL W MOTLEY JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/SECRETARY1.00$13,500$0$0
PETER GOODWIN
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/TREASURER1.00$14,500$0$0
CHRISTINE K CASSEL MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$11,500$0$0
GEORGE L BUNTING JR
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$0$0$0
JASON KARLAWISH MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$16,500$0$0
JENNIFER L KLEIN JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR THROUGH 6/20201.00$2,750$0$0
MARK BARNES JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR THROUGH 6/20201.00$5,750$0$0
PHYLLIS D MEADOWS PHD MSN RN
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$11,500$0$0
RICHARD L SALZER JR MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$7,500$0$0
MICHELLE GROMAN
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/PRESIDENT/CEO AS OF 7/1/2040.00$277,028$70,785$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SAM TEIGEN
1 PENN PLAZA FL 47NEW YORKNY101190002FINANCE MANAGER40.00$144,062$44,080$0
JOHANNA BROWNELL
1 PENN PLAZA FL 47NEW YORKNY101190002EXECUTIVE ASSISTANT40.00$91,335$24,060$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GOLDMAN SACHS ASSET MANAGEMENT
200 WEST STREET 39TH FLNEW YORKNY10282PORTFOLIO ADVISORY$348,228
BURNESS COMMUNICATIONS
7910 WOODMONT AVENUE SUITE 700BETHESDAMD208147034COMMUNICATIONS CONSULTING$96,102
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION FACILITATES AND PROVIDES ONGOING MENTORING, PROFESSIONAL DEVELOPMENT AND ACADEMIC COLLABORATIONS FOR FACULTY SCHOLARS AND ALUMNI OF THE FACULTY SCHOLARS PROGRAM TO IMPLEMENT THE GOALS OF THE GRANT-MAKING INITIATIVE. THIS IS CARRIED OUT PRINCIPALLY THROUGH ORGANIZING SEMI-ANNUAL MEETINGS WHERE SCHOLARS OBTAIN FEEDBACK ON THEIR RESEARCH AND MENTORING ON CAREER DEVELOPMENT AND LEADERSHIP SKILLS. THE FOUNDATION ALSO CONVENES AND FUNDS MEETINGS FOR GROUPS OF SCHOLARS TO MEET WITH EXPERTS ON SPECIFIC TOPICS, DISCIPLINES, OR RESEARCH METHODOLOGIES; CONVENES AND FUNDS MEETINGS OF THE GREENWALL FACULTY SCHOLARS PROGRAM COMMITTEE TO OVERSEE THE PROGRAM; MEETS WITH BIOETHICS EXPERTS ON HOW TO IMPROVE THE PROGRAM; AND DISCUSSES WITH APPLICANTS FOR BIOETHICS GRANTS HOW TO STRENGTHEN THEIR WORK.Description1Txt
Expenses1$273,557Expenses1Amt
Description2THE WILLIAM C. STUBING MEMORIAL LECTURE WAS BROADCAST ONLINE ON NOVEMBER 16, 2020 AND FEATURED KEITH WAILOO, PHD, HENRY PUTNAM UNIVERSITY PROFESSOR OF HISTORY AND PUBLIC AFFAIRS AT PRINCETON UNIVERSITY. PROF. WAILOO PRESENTED "WHOSE PAIN MATTERS?: REFLECTIONS ON RACE, SOCIAL JUSTICE, AND COVID-19'S REVEALED INEQUALITIES," A WIDE-RANGING PRESENTATION ABOUT PAIN AND PREJUDICE THROUGHOUT HISTORY. MR. STUBING SERVED AS PRESIDENT OF THE FOUNDATION FOR 21 YEARS. THE LECTURE SERIES WAS CREATED IN HIS HONOR AND IS INTENDED TO REACH A BROAD PUBLIC AUDIENCE TO SHOW HOW ETHICS IMPACT THEIR EVERYDAY LIVES.Description2Txt
Expenses2$19,500Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$96,858,986AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$930,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$29,415FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$97,818,873TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$97,818,873AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,467,283CashDeemedCharitableAmt
Net Vl Noncharitable Assets$96,351,590NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,817,580MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,817,580MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,014TaxBasedOnInvestmentIncomeAmt
Total Tax$47,014TotalTaxAmt
Distributable Before Adj$4,770,566DistributableBeforeAdjAmt
Recoveries Qualfied Distri$48,129RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,818,695DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,818,695DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,787,851ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,787,851QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,787,851AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,818,695DistributableAsAdjustedAmt
Undistributed Income PY$498,122UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,787,851QualifyingDistributionsAmt
Applied To Year1$498,122AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,289,729AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$528,966UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMISTI ANDERSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZA FL 47AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190002ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2126797266RecipientPhoneNum
Recipient Email AddressMANDERSON@GREENWALL.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSEE WWW.GREENWALL.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WWW.GREENWALL.ORGSubmissionDeadlinesTxt
Restrictions On AwardsSEE WWW.GREENWALL.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA94614PC2020 BOARD RETIREMENT GRANT IN HONOR OF BERNARD LO$25,000
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
111 E TAYLOR STREETPHOENIXAZ850044467PCTHE ETHICS OF FOOD BANK ALLOCATIONS DURING THE COVID-19 PANDEMIC$25,000
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM160HOUSTONTX77030PCRENEWAL OF PHILOSOPHICAL BIOETHICS SEMINAR SERIES (PHILOSOPHICAL BIOETHICS BOOTCAMP)$41,939
BROWN UNIVERSITY SCHOOL OF PUBLIC HEALTH
121 S MAIN STPROVIDENCERI02903PC2020 BOARD RETIREMENT GRANT IN HONOR OF JENNIFER KLEIN$20,000
BROWN UNIVERSITY
BOX 1929 164 ANGELL STREETPROVIDENCERI029129002PCAN UPDATED EMPIRICALLY-INFORMED ETHICAL FRAMEWORK FOR CLINICAL RESEARCH INVOLVING PRISONERS$53,226
BROWN UNIVERSITY
BOX 1929 164 ANGELL STREETPROVIDENCERI029129002PCAN UPDATED EMPIRICALLY-INFORMED ETHICAL FRAMEWORK FOR CLINICAL RESEARCH INVOLVING PRISONERS$54,747
CANDID
32 OLD SLIP 24TH FLOORNEW YORKNY10005PC2020 GENERAL GRANT$7,601
CARNEGIE MELLON UNIVERSITY (CMU)
5000 FORBES AVE WARNER HALL 6PITTSBURGHPA15213PCTHE BASIC STRUCTURE MODEL OF RESEARCH STAKEHOLDER OBLIGATIONS$31,525
CARNEGIE MELLON UNIVERSITY (CMU)
5000 FORBES AVE WARNER HALL 6PITTSBURGHPA15213PCTHE BASIC STRUCTURE MODEL OF RESEARCH STAKEHOLDER OBLIGATIONS$34,427
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH441067015PCA COLLABORATIVE ETHICAL APPROACH TO ADVANCING THE SCIENCE OF SYNTHETIC LIVING MODELS OF HUMAN BIOLOGY$37,822
COUNCIL ON FOUNDATIONS
1828 L STREET NWWASHINGTONDC20036PC2020 GENERAL GRANTS$9,000
DARTMOUTH COLLEGE
6036 THORNTON HALL DEPARTMENT OFHANOVERNH03755PCDECIDING FOR WOMEN: GENDER AND AUTHORITY IN ISLAMIC BIOMEDICAL ETHICS$36,863RELIGION 19 COLLEGE STREET
DARTMOUTH COLLEGE
6036 THORNTON HALL DEPARTMENT OFHANOVERNH03755PCDECIDING FOR WOMEN: GENDER AND AUTHORITY IN ISLAMIC BIOMEDICAL ETHICS$38,237RELIGION 19 COLLEGE STREET
DAVIDSON COLLEGE
405 N MAIN STDAVIDSONNC28035PCINTERNATIONAL MEDICAL GRADUATES AT THE CROSSROADS: ETHICS OF IMMIGRATION POLICY AND HEALTH CARE IN UNDERSERVED AREAS$36,165
DUKE UNIVERSITY
OFFICE OF RESEARCH SUPPORT 2200 WDURHAMNC277052418PCTOWARD EFFECTIVE COOPERATION BETWEEN CLINICAL AND OTHER COMMUNITY STAKEHOLDERS COMMITTED TO STEMMING THE OPIOID EPIDEMIC$55,236MAIN ST STE 710
DUKE UNIVERSITY
OFFICE OF RESEARCH SUPPORT 2200 WDURHAMNC27708PCTOWARD EFFECTIVE COOPERATION BETWEEN CLINICAL AND OTHER COMMUNITY STAKEHOLDERS COMMITTED TO STEMMING THE OPIOID EPIDEMIC$55,236MAIN ST STE 710
FLORENCE PROJECT
PO BOX 654FLORENCEAZ85232PC2020 BOARD RETIREMENT GRANT IN HONOR OF R. ALTA CHARO$20,000
FLORIDA STATE UNIVERSITY
526 BELLAMY BUILDING 113 COLLEGIATETALLAHASSEEFL32306PCTRACING THE SECOND WAVE OF INCLUSION: PREGNANT WOMEN AND BIOMEDICAL RESEARCH ETHICS$32,251LOOP
FLORIDA STATE UNIVERSITY
526 BELLAMY BUILDING 113 COLLEGIATETALLAHASSEEFL32306PCTRACING THE SECOND WAVE OF INCLUSION: PREGNANT WOMEN AND BIOMEDICAL RESEARCH ETHICS$36,713LOOP
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DRIVE MS 1A3FAIRFAXVA22030PCTHE ETHICS OF SEVERE BRAIN INJURY$34,102
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DRIVE MS 1A3FAIRFAXVA22030PCTHE ETHICS OF SEVERE BRAIN INJURY$35,049
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
58 EDGEWOOD AVENUEATLANTAGA30302PCENGAGING DIVERSITY: PATHWAYS TO BIOETHICS FOR MINORITY STUDENTS$50,401
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
58 EDGEWOOD AVENUEATLANTAGA30302PCENGAGING DIVERSITY: PATHWAYS TO BIOETHICS FOR MINORITY STUDENTS$50,401
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCMASS ADMINISTRATION OF ANTIBIOTICS: REACHING CLINICAL AND COMMUNITY EQUIPOISE$32,215
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCMASS ADMINISTRATION OF ANTIBIOTICS: REACHING CLINICAL AND COMMUNITY EQUIPOISE$32,214
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCMASS ADMINISTRATION OF ANTIBIOTICS: REACHING CLINICAL AND COMMUNITY EQUIPOISE$32,214
LAKE MARTIN UNITED WAY
17 MAIN STREET PO BOX 876ALEXANDER CITYAL35011PC2020 BOARD RETIREMENT GRANT IN HONOR OF MARK BARNES$20,000
MAYOR'S FUND TO ADVANCE NEW YORK CITY
253 BROADWAY 6TH FLOORNEW YORKNY10007PCCOVID-19 EMERGENCY RELIEF FUND$10,000
NATIONAL ACADEMY OF SCIENCES
ROOM GR406 2101 CONSTITUTION AVENUEWASHINGTONDC20418PCNAM ROUNDTABLE ON QUALITY CARE FOR PEOPLE WITH SERIOUS ILLNESS (RENEWAL 2020)$25,000NW
NONPROFIT NEW YORK (FORMERLY NONPROFIT COORDINATING COMMITTEE OF NEW YORK)
320 EAST 43RD STREET 3RD FLOORNEW YORKNY10017PC2020 GENERAL GRANTS$2,000
PHILANTHROPY NY
1500 BROADWAY 7TH FLOORNEW YORKNY10336PC2020 GENERAL GRANT$4,850
REGENTS OF THE UNIVERSITY OF COLORADO
1800 GRANT ST UNIT 800DENVERCO80203PCA NOVEL METHODOLOGY TO EXPLORE BIOETHICS ISSUES IN PHYSICIAN AID-IN-DYING$59,290
REGENTS OF THE UNIVERSITY OF COLORADO
1800 GRANT ST UNIT 800DENVERCO80203PCETHICS-INFORMED DECISION MAKING AND THE RETURN OF COLLEGE SPORTS AMIDST COVID-19$25,000
REGENTS OF THE UNIVERSITY OF COLORADO
1800 GRANT ST UNIT 800DENVERCO80203PCA NOVEL METHODOLOGY TO EXPLORE BIOETHICS ISSUES IN PHYSICIAN AID-IN-DYING$59,290
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305PCIDENTIFYING POTENTIAL BARRIERS TO AND ENABLERS OF DEVELOPMENT OF ETHICAL MACHINE LEARNING FOR HEALTH CARE$45,506
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305PCETHICAL AND POLICY ISSUES FOR UNIVERSITY DATA SHARING IN THE AGE OF BIG DATA$43,266
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305PCETHICAL AND POLICY ISSUES FOR UNIVERSITY DATA SHARING IN THE AGE OF BIG DATA$45,253
STANFORD UNIVERSITY
STANFORD UNIVERSITY DEVELOPMENTSTANFORDCA94305PCETHICAL AND POLICY ISSUES FOR UNIVERSITY DATA SHARING IN THE AGE OF BIG DATA$45,253SERVICES 326 GALVEZ STREET
THE GENERAL HOSPITAL CORPORATION DBA MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STBOSTONMA02114PCONCOLOGISTS VIEWS ON THE ETHICS OF PATIENT RECORDED VISITS$40,329
THE GENERAL HOSPITAL CORPORATION DBA MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STBOSTONMA02114PCONCOLOGISTS VIEWS ON THE ETHICS OF PATIENT RECORDED VISITS$36,417
THE GENERAL HOSPITAL CORPORATION DBA MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STBOSTONMA02114PCONCOLOGISTS VIEWS ON THE ETHICS OF PATIENT RECORDED VISITS$36,416
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK ROADMILWAUKEEWI53226PCDISCRIMINATION, ACCOMMODATION & INCLUSION: EXAMINING MUSLIM CLINICIAN EXPERIENCES AND WORKPLACE POLICIES WITHIN ACADEMIC MEDICINE$67,403
THE NEW YORK COMMUNITY TRUST
909 THIRD AVENUE 22ND FLOORNEW YORKNY10022PCNYC COVID-19 RESPONSE & IMPACT FUND$10,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA19104PCWHAT MAKES HEALTH CARE GATEKEEPING ETHICAL?$71,742
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCUNDERSTANDING KEY STAKEHOLDER ATTITUDES TOWARDS NOVEL METHODS OF REMOTELY MONITORING MEDICATION ADHERENCE AFTER TRANSPLANTATION$31,639
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCUNDERSTANDING KEY STAKEHOLDER ATTITUDES TOWARDS NOVEL METHODS OF REMOTELY MONITORING MEDICATION ADHERENCE AFTER TRANSPLANTATION$32,940
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCUNDERSTANDING KEY STAKEHOLDER ATTITUDES TOWARDS NOVEL METHODS OF REMOTELY MONITORING MEDICATION ADHERENCE AFTER TRANSPLANTATION$32,941
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCWHAT MAKES HEALTH CARE GATEKEEPING ETHICAL?$71,742
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCAUTONOMY ON THE PRECIPICE OF COGNITIVE DECLINE$63,181
TUFTS MEDICAL CENTER
BOX 817 800 WASHINGTON STREETBOSTONMA02111PCA RUBRIC FOR ALGORITHMIC FAIRNESS FOR PREDICTIVE ANALYTICS IN HEALTHCARE$39,636
TUFTS MEDICAL CENTER
BOX 817 800 WASHINGTON STREETBOSTONMA02111PCA RUBRIC FOR ALGORITHMIC FAIRNESS FOR PREDICTIVE ANALYTICS IN HEALTHCARE$39,634
TUFTS MEDICAL CENTER
BOX 817 800 WASHINGTON STREETBOSTONMA02111PCA RUBRIC FOR ALGORITHMIC FAIRNESS FOR PREDICTIVE ANALYTICS IN HEALTHCARE$39,634
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCA BIOETHICAL FRAMEWORK TO INFORM USE OF NOVEL DRUGS, DEVICES, AND DIGITAL HEALTH TECHNOLOGIES APPROVED WITH INCOMPLETE EVIDENCE$40,274
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCPREPARE-SURROGATES: DEVELOPING ADDITIONAL CONTENT TO THE EVIDENCED-BASED, PATIENT-FACING PREPARE FOR YOUR CARE ONLINE ADVANCE CARE PLANNING PROGRAM TO PREPARE SURROGATES FOR MEDICAL DECISION MAKING$54,747
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCA BIOETHICAL FRAMEWORK TO INFORM USE OF NOVEL DRUGS, DEVICES, AND DIGITAL HEALTH TECHNOLOGIES APPROVED WITH INCOMPLETE EVIDENCE$40,274
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCA BIOETHICAL FRAMEWORK TO INFORM USE OF NOVEL DRUGS, DEVICES, AND DIGITAL HEALTH TECHNOLOGIES APPROVED WITH INCOMPLETE EVIDENCE$40,274
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCPREPARE-SURROGATES: DEVELOPING ADDITIONAL CONTENT TO THE EVIDENCED-BASED, PATIENT-FACING PREPARE FOR YOUR CARE ONLINE ADVANCE CARE PLANNING PROGRAM TO PREPARE SURROGATES FOR MEDICAL DECISION MAKING$54,746
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCA BIOETHICAL FRAMEWORK TO INFORM USE OF NOVEL DRUGS, DEVICES, AND DIGITAL HEALTH TECHNOLOGIES APPROVED WITH INCOMPLETE EVIDENCE$40,274
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCA BIOETHICAL FRAMEWORK TO INFORM USE OF NOVEL DRUGS, DEVICES, AND DIGITAL HEALTH TECHNOLOGIES APPROVED WITH INCOMPLETE EVIDENCE$59,452
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCPREPARE-SURROGATES: DEVELOPING ADDITIONAL CONTENT TO THE EVIDENCED-BASED, PATIENT-FACING PREPARE FOR YOUR CARE ONLINE ADVANCE CARE PLANNING PROGRAM TO PREPARE SURROGATES FOR MEDICAL DECISION MAKING$70,254
UNIVERSITY OF DENVER (COLORADO SEMINARY)
2199 S UNIVERSITY BLVDDENVERCO80210PCEVALUATING AND RETHINKING FINANCIAL RISK PROTECTION IN HEALTH CARE SYSTEMS: FRAMEWORK DEVELOPMENT AND ANALYSIS OF CONTEMPORARY HEALTH INSURANCE OPTIONS$48,737
UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC
655 W LOMBARD STREET SUITE 729BALTIMOREMD21201PCFORENSIC BIOBANKING$48,006
UNIVERSITY OF MASSACHUSETTS LOWELL
225 FRANKLIN STREETBOSTONMA021102804PCTHE ETHICS OF WARFIGHTER ENHANCEMENT RESEARCH$34,009
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLESALT LAKE CITYUT841125880PCPHYSICIAN AID-IN-DYING, SUFFERING, AND PSYCHIATRY$69,370
UNIVERSITY OF WASHINGTON FOUNDATION
4333 BROOKLYN AVE NESEATTLEWA98195PCLATE CAREER PRACTITIONERS: BALANCING PATIENT SAFETY AND PHYSICIAN AUTONOMY$97,062
UNIVERSITY OF WASHINGTON FOUNDATION
4333 BROOKLYN AVE NESEATTLEWA98195PCLATE CAREER PRACTITIONERS: BALANCING PATIENT SAFETY AND PHYSICIAN AUTONOMY$97,061
UNIVERSITY OF WASHINGTON FOUNDATION
4333 BROOKLYN AVE NESEATTLEWA98195PCLATE CAREER PRACTITIONERS: BALANCING PATIENT SAFETY AND PHYSICIAN AUTONOMY$106,092
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726PCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$34,388
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726PCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$34,388
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726PCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$34,388
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726PCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$34,387
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUE CB 1034ST LOUISMI631121408PCHELPING STATE MEDICAL BOARDS EFFECTIVELY PROTECT PATIENTS BY IDENTIFYING AND PROMULGATING PROMISING PRACTICES AND ESSENTIAL RESOURCES$55,629
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUE CB 1034ST LOUISMI631121408PCHELPING STATE MEDICAL BOARDS EFFECTIVELY PROTECT PATIENTS BY IDENTIFYING AND PROMULGATING PROMISING PRACTICES AND ESSENTIAL RESOURCES$55,629
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,065,387TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM160HOUSTONTX77030PCRENEWAL OF PHILOSOPHICAL BIOETHICS SEMINAR SERIES (PHILOSOPHICAL BIOETHICS BOOTCAMP)$42,916
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM160HOUSTONTX77030PCRENEWAL OF PHILOSOPHICAL BIOETHICS SEMINAR SERIES (PHILOSOPHICAL BIOETHICS BOOTCAMP)$42,916
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115PCPREVENTING THE INITIATION OF, AND DEPRIORITIZING THE CONTINUATION OF, UNINFORMATIVE CLINICAL TRIALS$52,659
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115PCPREVENTING THE INITIATION OF, AND DEPRIORITIZING THE CONTINUATION OF, UNINFORMATIVE CLINICAL TRIALS$52,659
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115PCPREVENTING THE INITIATION OF, AND DEPRIORITIZING THE CONTINUATION OF, UNINFORMATIVE CLINICAL TRIALS$50,952
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115PCPREVENTING THE INITIATION OF, AND DEPRIORITIZING THE CONTINUATION OF, UNINFORMATIVE CLINICAL TRIALS$50,952
BROWN UNIVERSITY
BOX 1929 164 ANGELL STREETPROVIDENCERI029129002PCAN UPDATED EMPIRICALLY-INFORMED ETHICAL FRAMEWORK FOR CLINICAL RESEARCH INVOLVING PRISONERS$54,747PROVIDENCE
CARNEGIE MELLON UNIVERSITY (CMU)
5000 FORBES AVE WARNER HALL 6PITTSBURGHPA15213PCTHE BASIC STRUCTURE MODEL OF RESEARCH STAKEHOLDER OBLIGATIONS$34,427
CARNEGIE MELLON UNIVERSITY (CMU)
5000 FORBES AVE WARNER HALL 6PITTSBURGHPA15213PCTHE BASIC STRUCTURE MODEL OF RESEARCH STAKEHOLDER OBLIGATIONS$35,385
CARNEGIE MELLON UNIVERSITY (CMU)
5000 FORBES AVE WARNER HALL 6PITTSBURGHPA15213PCTHE BASIC STRUCTURE MODEL OF RESEARCH STAKEHOLDER OBLIGATIONS$35,386
DARTMOUTH COLLEGE
6036 THORNTON HALL DEPARTMENT OFHANOVERNH037553592PCDECIDING FOR WOMEN: GENDER AND AUTHORITY IN ISLAMIC BIOMEDICAL ETHICS$38,237RELIGION 19 COLLEGE STREET
DARTMOUTH COLLEGE
6036 THORNTON HALL DEPARTMENT OFHANOVERNH037553592PCDECIDING FOR WOMEN: GENDER AND AUTHORITY IN ISLAMIC BIOMEDICAL ETHICS$42,102RELIGION 19 COLLEGE STREET
DARTMOUTH COLLEGE
6036 THORNTON HALL DEPARTMENT OFHANOVERNH037553592PCDECIDING FOR WOMEN: GENDER AND AUTHORITY IN ISLAMIC BIOMEDICAL ETHICS$42,102RELIGION 19 COLLEGE STREET
FLORIDA STATE UNIVERSITY
526 BELLAMY BUILDING 113 COLLEGIATETALLAHASSEEFL32306PCTRACING THE SECOND WAVE OF INCLUSION: PREGNANT WOMEN AND BIOMEDICAL RESEARCH ETHICS$36,713LOOP
FLORIDA STATE UNIVERSITY
526 BELLAMY BUILDING 113 COLLEGIATETALLAHASSEEFL32306PCTRACING THE SECOND WAVE OF INCLUSION: PREGNANT WOMEN AND BIOMEDICAL RESEARCH ETHICS$37,739LOOP
FLORIDA STATE UNIVERSITY
526 BELLAMY BUILDING 113 COLLEGIATETALLAHASSEEFL32306PCTRACING THE SECOND WAVE OF INCLUSION: PREGNANT WOMEN AND BIOMEDICAL RESEARCH ETHICS$37,739LOOP
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DRIVE MS 1A3FAIRFAXVA22030PCTHE ETHICS OF SEVERE BRAIN INJURY$35,050
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$34,654
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$29,314
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$34,653
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$29,314
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$29,314
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$29,314
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$34,653
INDIANA UNIVERSITY
400 E 7TH ST RM 501BLOOMINGTONIN47405PCPERIVIABLE DECISION-MAKING DYNAMICS: WHO SHOULD DECIDE AND WHAT HAPPENS WHEN PARENTAL PARTIES DISAGREE?$34,653
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCMASS ADMINISTRATION OF ANTIBIOTICS: REACHING CLINICAL AND COMMUNITY EQUIPOISE$32,214
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$26,523
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$35,089
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$35,089
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$35,089
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$35,090
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$26,523
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$26,523
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STBALTIMOREMD21205PCRATIONING BEHIND BARS: RESOURCE ALLOCATION IN JAILS AND PRISONS DURING COVID-19$26,523
REGENTS OF THE UNIVERSITY OF COLORADO
1800 GRANT ST UNIT 800DENVERCO80203PCA NOVEL METHODOLOGY TO EXPLORE BIOETHICS ISSUES IN PHYSICIAN AID-IN-DYING$64,097
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK ROADMILWAUKEEWI53226PCDISCRIMINATION, ACCOMMODATION & INCLUSION: EXAMINING MUSLIM CLINICIAN EXPERIENCES AND WORKPLACE POLICIES WITHIN ACADEMIC MEDICINE$67,403
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK ROADMILWAUKEEWI53226PCDISCRIMINATION, ACCOMMODATION & INCLUSION: EXAMINING MUSLIM CLINICIAN EXPERIENCES AND WORKPLACE POLICIES WITHIN ACADEMIC MEDICINE$62,635
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA19104PCWHAT MAKES HEALTH CARE GATEKEEPING ETHICAL?$71,742
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCWHAT MAKES HEALTH CARE GATEKEEPING ETHICAL?$71,742
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCAUTONOMY ON THE PRECIPICE OF COGNITIVE DECLINE$66,876
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCAUTONOMY ON THE PRECIPICE OF COGNITIVE DECLINE$66,876
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCAUTONOMY ON THE PRECIPICE OF COGNITIVE DECLINE$65,001
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA19104PCAUTONOMY ON THE PRECIPICE OF COGNITIVE DECLINE$63,181
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCWHAT MAKES HEALTH CARE GATEKEEPING ETHICAL?$71,742
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541PCAUTONOMY ON THE PRECIPICE OF COGNITIVE DECLINE$65,001
TUFTS MEDICAL CENTER
BOX 817 800 WASHINGTON STREETBOSTONMA02111PCA RUBRIC FOR ALGORITHMIC FAIRNESS FOR PREDICTIVE ANALYTICS IN HEALTHCARE$25,216
TUFTS MEDICAL CENTER
BOX 817 800 WASHINGTON STREETBOSTONMA02111PCA RUBRIC FOR ALGORITHMIC FAIRNESS FOR PREDICTIVE ANALYTICS IN HEALTHCARE$39,634
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCA BIOETHICAL FRAMEWORK TO INFORM USE OF NOVEL DRUGS, DEVICES, AND DIGITAL HEALTH TECHNOLOGIES APPROVED WITH INCOMPLETE EVIDENCE$59,452
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104PCPREPARE-SURROGATES: DEVELOPING ADDITIONAL CONTENT TO THE EVIDENCED-BASED, PATIENT-FACING PREPARE FOR YOUR CARE ONLINE ADVANCE CARE PLANNING PROGRAM TO PREPARE SURROGATES FOR MEDICAL DECISION MAKING$70,253
UNIVERSITY OF DENVER (COLORADO SEMINARY)
2199 S UNIVERSITY BLVDDENVERCO80210PCEVALUATING AND RETHINKING FINANCIAL RISK PROTECTION IN HEALTH CARE SYSTEMS: FRAMEWORK DEVELOPMENT AND ANALYSIS OF CONTEMPORARY HEALTH INSURANCE OPTIONS$48,737
UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC
655 W LOMBARD STREET SUITE 729BALTIMOREMD21201PCFORENSIC BIOBANKING$48,006
UNIVERSITY OF MASSACHUSETTS LOWELL
225 FRANKLIN STREETBOSTONMA021102804PCTHE ETHICS OF WARFIGHTER ENHANCEMENT RESEARCH$34,009
UNIVERSITY OF MASSACHUSETTS LOWELL
225 FRANKLIN STREETBOSTONMA021102804PCTHE ETHICS OF WARFIGHTER ENHANCEMENT RESEARCH$34,949
UNIVERSITY OF MASSACHUSETTS LOWELL
225 FRANKLIN STREETBOSTONMA021102804PCTHE ETHICS OF WARFIGHTER ENHANCEMENT RESEARCH$34,949
UNIVERSITY OF MASSACHUSETTS LOWELL
225 FRANKLIN STREETBOSTONMA021102804PCTHE ETHICS OF WARFIGHTER ENHANCEMENT RESEARCH$35,916
UNIVERSITY OF MASSACHUSETTS LOWELL
225 FRANKLIN STREETBOSTONMA021102804PCTHE ETHICS OF WARFIGHTER ENHANCEMENT RESEARCH$35,917
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
103 SOUTH BUILDING CAMPUS BOX 9100CHAPEL HILLNC27599PCPHYSICIANS' MORAL STRESS DURING COVID-19: A QUALITATIVE ANALYSIS OF SYSTEMS FACTORS$49,171
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
103 SOUTH BUILDING CAMPUS BOX 9100CHAPEL HILLNC27599PCPHYSICIANS' MORAL STRESS DURING COVID-19: A QUALITATIVE ANALYSIS OF SYSTEMS FACTORS$49,171
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
103 SOUTH BUILDING CAMPUS BOX 9100CHAPEL HILLNC27599PCPHYSICIANS' MORAL STRESS DURING COVID-19: A QUALITATIVE ANALYSIS OF SYSTEMS FACTORS$63,850
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
103 SOUTH BUILDING CAMPUS BOX 9100CHAPEL HILLNC27599PCPHYSICIANS' MORAL STRESS DURING COVID-19: A QUALITATIVE ANALYSIS OF SYSTEMS FACTORS$63,849
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLESALT LAKE CITYUT841125880PCPHYSICIAN AID-IN-DYING, SUFFERING, AND PSYCHIATRY$69,370
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLESALT LAKE CITYUT841125880PCPHYSICIAN AID-IN-DYING, SUFFERING, AND PSYCHIATRY$72,071
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLESALT LAKE CITYUT841125880PCPHYSICIAN AID-IN-DYING, SUFFERING, AND PSYCHIATRY$70,707
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLESALT LAKE CITYUT841125880PCPHYSICIAN AID-IN-DYING, SUFFERING, AND PSYCHIATRY$72,071
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLESALT LAKE CITYUT841125880PCPHYSICIAN AID-IN-DYING, SUFFERING, AND PSYCHIATRY$70,707
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726PCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$31,334
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726PCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$31,334
YALE UNIVERSITY
60 COLLEGE STREET ROOM 312NEW HAVENCT06510PCEVIDENCE AND UNCERTAINTY IN COVID-19 VACCINATION POLICY-MAKING$63,532
YALE UNIVERSITY
60 COLLEGE STREET ROOM 312NEW HAVENCT06510PCEVIDENCE AND UNCERTAINTY IN COVID-19 VACCINATION POLICY-MAKING$62,707
YALE UNIVERSITY
60 COLLEGE STREET ROOM 312NEW HAVENCT06510PCEVIDENCE AND UNCERTAINTY IN COVID-19 VACCINATION POLICY-MAKING$63,532
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,293,953TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,383ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,937,737ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,873,981ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
GRANT REFUNDS01$48,129
CLASS ACTION SETTLEMENT01$146

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,867,376ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,867,376TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX PREPARATION FEES$45,850$0$33,850
ACCOUNTING FEES$34,103$0$31,347

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (272 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M COMPANY (TICKER: MMM) 303 SHARES$52,961$52,961
ABBOTT LABORATORIES (TICKER: ABT) 587 SHARES$64,271$64,271
ABBVIE INC (TICKER: ABBV) 532 SHARES$57,004$57,004
ACADIA PHARMACEUTICALS, INC. (TICKER: ACAD) 83 SHARES$4,437$4,437
ACCELERON PHARMA INC. (TICKER: XLRN) 33 SHARES$4,222$4,222
ACCENTURE PLC CMN CLASS A (TICKER: CAN) 356 SHARES$92,991$92,991
ACTIVISION BLIZZARD, INC CMN (TICKER: ATVI) 139 SHARES$12,906$12,906
ADOBE INC CMN (TICKER: ADBE) 188 SHARES$94,023$94,023
AFLAC INCORPORATED CMN (TICKER: AFL) 175 SHARES$7,782$7,782
AGILENT TECHNOLOGIES, INC. CMN (TICKER: A) 94 SHARES$11,138$11,138
AIR PRODUCTS & CHEMICALS INC CMN (TICKER: APD) 60 SHARES$16,474$16,474
AKAMAI TECHNOLOGIES, INC. CMN (TICKER: AKAM) 126 SHARES$13,229$13,229
ALEXANDRIA REAL ESTATE EQUITIES, INC. (TICKER: ARE) 29 SHARES$5,200$5,200
ALIGN TECHNOLOGY, INC CMN (TICKER: ALGN) 12 SHARES$6,412$6,412
ALLETE, INC. CMN (TICKER: ALE) 109 SHARES$6,751$6,751
ALLSTATE CORPORATION COMMON STOCK (TICKER: ALL) 43 SHARES$4,750$4,750
ALPHABET INC. CMN CLASS A (TICKER: GOOGL) 133 SHARES$233,101$233,101
AMAZON.COM INC CMN (TICKER: AMZN) 101 SHARES$328,950$328,950
AMERICAN EXPRESS CO. CMN (TICKER: AXP) 331 SHARES$40,021$40,021
AMERICAN TOWER CORPORATION CMN (TICKER: AMT) 64 SHARES$14,517$14,517
AMERICAN WATER WORKS CO, INC. CMN (TICKER: AWK) 587 SHARES$90,087$90,087
AMERISOURCEBERGEN CORPORATION CMN (TICKER: ABC) 61 SHARES$5,963$5,963
AMGEN INC. CMN (TICKER: AMGN) 183 SHARES$42,075$42,075
ANALOG DEVICES, INC. CMN (TICKER: ADI) 76 SHARES$11,227$11,227
ANTHEM, INC. CMN (TICKER: ANTM) 142 SHARES$45,595$45,595
AON PUBLIC LIMITED COMPANY CMN (TICKER: AON) 31 SHARES$6,549$6,549
APACHE CORP. CMN (TICKER: APA) 255 SHARES$3,618$3,618
APPLE INC. CMN (TICKER: AAPL) 4,144 SHARES$549,867$549,867
APPLIED MATERIALS INC CMN (TICKER: AMAT) 177 SHARES$15,275$15,275
ARCHER-DANIELS-MIDLAND COMPANY CMN (TICKER: ADM) 92 SHARES$4,638$4,638
ARTHUR J GALLAGHER & CO CMN (TICKER: AJG) 1 SHARE$124$124
AT&T INC. CMN (TICKER: T) 1,158 SHARES$33,304$33,304
AUTODESK, INC. CMN (TICKER: ADSK) 104 SHARES$31,755$31,755
AVALONBAY COMMUNITIES INC CMN (TICKER: AVB) 18 SHARES$2,916$2,916
AVANGRID, INC. CMN (TICKER: AGR) 111 SHARES$5,131$5,131
AVERY DENNISON CORPORATION CMN (TICKER: AVY) 28 SHARES$4,343$4,343
AXON ENTERPRISE INC CMN (TICKER: AXON) 82 SHARES$10,047$10,047
BAKER HUGHES CO CMN (TICKER: BKR) 415 SHARES$8,653$8,653
BANK OF AMERICA CORP CMN (TICKER: BAC) 2,971 SHARES$90,051$90,051
BAXTER INTERNATIONAL INC CMN (TICKER: BAX) 76 SHARES$6,138$6,138
BECTON, DICKINSON AND COMPANY CMN (TICKER: BDX) 78 SHARES$19,517$19,517
BEST BUY CO INC CMN (TICKER: BBY) 216 SHARES$21,673$21,673
BIOGEN INC. CMN (TICKER: BIIB) 50 SHARES$12,243$12,243
BLACKROCK, INC. CMN (TICKER: BLK) 53 SHARES$38,242$38,242
BLUEBIRD BIO INC CMN (TICKER: BLUE) 93 SHARES$4,024$4,024
BOOKING HOLDINGS INC. CMN (TICKER: BKNG) 1 SHARE$2,227$2,227
BRISTOL-MYERS SQUIBB COMPANY CMN (TICKER: BMY) 590 SHARES$36,887$36,887
BROADCOM INC. CMN (TICKER: AVGO) 70 SHARES$30,650$30,650
BUNGE LIMITED ORD CMN (TICKER: BG) 216 SHARES$14,165$14,165
CAMPBELL SOUP CO CMN (TICKER: CPB) 101 SHARES$4,883$4,883
CAPITAL ONE FINANCIAL CORP CMN (TICKER: COF) 46 SHARES$4,547$4,547
CARDINAL HEALTH, INC. CMN (TICKER: CAH) 70 SHARES$3,783$3,783
CARLISLE COS INC CMN (TICKMARK: CSL) 1 SHARE$156$156
CATERPILLAR INC (DELAWARE) CMN (TICKER CAT) 146 SHARES$26,575$26,575
CBRE GROUP, INC. CMN CLASS A (TICKER: CBRE) 445 SHARES$27,910$27,910
CHARLES SCHWAB CORPORATION CMN (TICKER: SCHW) 114 SHARES$6,047$6,047
CHARTER COMMUNICATIONS, INC. CMN (TICKER: CHTR) 37 SHARES$24,477$24,477
CHEVRON CORPORATION CMN (TICKER: CVX) 410 SHARES$34,624$34,624
CHIPOTLE MEXICAN GRILL, INC. CMN (TICKER: CMG) 4 SHARES$5,547$5,547
CHUBB LIMITED CMN (TICKER: CB) 135 SHARES$20,884$20,884
CHURCH & DWIGHT CO., INC. CMN (TICKER: CHD) 39 SHARES$3,402$3,402
CIGNA CORP CMN (TICKER CI) 98 SHARES$20,402$20,402
CISCO SYSTEMS, INC. CMN (TICKER: CSCO) 1,588 SHARES$71,063$71,063
CITIGROUP INC. CMN (TICKER: C) 1,184 SHARES$73,005$73,005
CLOROX CO (THE) (DELAWARE) CMN (TICKER: CLX) 75 SHARES$15,144$15,144
CME GROUP INC. CMN CLASS A (TICKER: CME) 17 SHARES$3,137$3,137
CMS ENERGY CORPORATION CMN (TICKER: CMS) 144 SHARES$8,785$8,785
COCA-COLA COMPANY (THE) CMN (TICKER: KO) 1,485 SHARES$81,437$81,437
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (TICKER: CTSH) 316 SHARES$25,896$25,896
COLGATE-PALMOLIVE CO CMN (TICKER: CL) 619 SHARES$52,931$52,931
COMCAST CORPORATION CMN CLASS A VOTING (TICKER: CMCSA) 799 SHARES$41,868$41,868
CONCHO RESOURCES INC. CMN (TICKER: CXO) 73 SHARES$4,260$4,260
CONOCOPHILLIPS CMN (TICKER: COP) 113 SHARES$4,519$4,519
CONSOLIDATED EDISON INC CMN (TICKER: ED) 187 SHARES$13,514$13,514
CORTEVA, INC. CMN (TICKER: CTVA) 183 SHARES$7,086$7,086
COSTCO WHOLESALE CORPORATION CMN (TICKER: COST) 37 SHARES$13,941$13,941
CSX CORPORATION CMN (TICKER: CSX) 194 SHARES$17,606$17,606
CUMMINS INC COMMON STOCK (TICKER: CMI) 179 SHARES$40,651$40,651
CVS HEALTH CORP CMN (TICKER: CVS) 358 SHARES$24,451$24,451
CYRUSONE INC CMN (TICKER: CONE) 48 SHARES$3,536$3,536
DANAHER CORPORATION CMN (TICKER: DHR) 99 SHARES$22,010$22,010
DARDEN RESTAURANTS, INC. CMN (TICKER: DRI) 88 SHARES$10,483$10,483
DEERE & COMPANY CMN (TICKER: DE) 65 SHARES$17,538$17,538
DELTA AIR LINES, INC. CMN (TICKER: DAL) 238 SHARES$9,570$9,570
DEVON ENERGY CORPORATION (NEW) CMN (TICKER: DVN) 262 SHARES$4,142$4,142
DEXCOM, INC. CMN (TICKER: DXCM) 12 SHARES$4,437$4,437
DIGITAL REALTY TRUST, INC. CMN (TICKER: DLR) 48 SHARES$6,750$6,750
DUKE REALTY CORPORATION CMN (TICKER: DRE) 96 SHARES$3,837$3,837
DUPONT DE NEMOURS INC CMN (TICKER: DD) 251 SHARES$17,849$17,849
DXC TECHNOLOGY COMPANY CMN (TICKER: DXC) 388 SHARES$9,991$9,991
EBAY INC. CMN (TICKER: EBAY) 382 SHARES$19,195$19,195
ECOLAB INC. CMN (TICKER: ECL) 150 SHARES$32,526$32,526
EDWARDS LIFESCIENCES CORPORATI CMN (TICKER: EW) 255 SHARES$23,264$23,264
ELECTRONIC ARTS CMN (TICKER: EA) 51 SHARES$7,324$7,324
ELI LILLY & CO CMN: (TICKER: LLY) 212 SHARES$35,794$35,794
EMERSON ELECTRIC CO. CMN (TICKER: EMR) 354 SHARES$28,451$28,451
EOG RESOURCES INC CMN (TICKER: EOG) 117 SHARES$5,835$5,835
EQUINIX, INC. REIT (TICKER: EQIX) 15 SHARES$10,713$10,713
ETSY, INC. CMN (TICKER: ETSY) 31 SHARES$5,515$5,515
EVERSOURCE ENERGY CMN (TICKER: ES) 439 SHARES$37,978$37,978
EXPEDITORS INTERNATIONAL OF WA CMN (TICKER: EXPD) 53 SHARES$5,041$5,041
EXXON MOBIL CORPORATION CMN (TICKER: XOM) 1,029 SHARES$42,415$42,415
FACEBOOK, INC. CMN CLASS A (TICKER: FB) 565 SHARES$154,335$154,335
FEDEX CORPORATION CMN (TICKER: FDX) 24 SHARES$6,231$6,231
FISERV, INC. CMN (TICKER: FISV) 55 SHARES$6,262$6,262
FMC CORPORATION CMN (TICKER: FMC) 221 SHARES$25,506$25,506
FORD MOTOR COMPANY CMN (TICKER: F) 1,354 SHARES$11,902$11,902
GAP INC CMN (TICKER: GPS) 710 SHARES$14,335$14,335
GENERAL MILLS INC CMN (TICKER: GIS) 252 SHARES$14,818$14,818
GENERAL MOTORS COMPANY CMN (TICKER: GM) 795 SHARES$33,104$33,104
GOLDMAN SACHS BANK USA DEPOSIT (BDA) (TICKER: BDANOW) 41,876 SHARES$41,876$41,876
GRAPHIC PACKAGING HLDGCO CMN (TICKER: GPK) 249 SHARES$4,237$4,237
HALLIBURTON COMPANY CMN (TICKER: HAL) 243 SHARES$4,593$4,593
HARTFORD FINANCIAL SRVCS GROUP CMN (TICKER: HIG) 148 SHARES$7,297$7,297
HASBRO, INC. CMN (TICKER: HAS) 120 SHARES$11,225$11,225
HCA HEALTHCARE, INC CMN (TICKER: HCA) 88 SHARES$14,472$14,472
HESS CORPORATION CMN (TICKER: HES) 82 SHARES$4,329$4,329
HEXCEL CORPORATION (NEW) CMN (TICKER: HXL) 134 SHARES$6,498$6,498
HILTON WORLDWIDE HOLDINGS INC. CMN (TICKER: HLT) 470 SHARES$52,292$52,292
HOLOGIC INCORPORATED CMN (TICKER: HOLX) 149 SHARES$10,852$10,852
HORMEL FOODS CORPORATION CMN (TICKER: HRL) 110 SHARES$5,127$5,127
HOST HOTELS & RESORTS INC CMN (TICKER: HST) 460 SHARES$6,730$6,730
HP INC. CMN (TICKER: HPQ) 911 SHARES$22,578$22,578
HUMANA INC. CMN (TICKER: HUM) 26 SHARES$10,683$10,683
IDACORP, INC. CMN (TICKER: IDA) 105 SHARES$10,083$10,083
IDEX CORPORATION COMMON STOCK (TICKER: IEX) 82 SHARES$16,334$16,334
IDEXX LABORATORIES CMN (TICKER: IDXX) 11 SHARES$5,499$5,499
IHS MARKIT LTD CMN (TICKER: INFO) 314 SHARES$28,207$28,207
ILLINOIS TOOL WORKS CMN (TICKER: ITW) 158 SHARES$32,393$32,393
ILLUMINA, INC CMN (TICKER: ILMN) 23 SHARES$8,510$8,510
INTEL CORPORATION CMN (TICKER: INTC) 798 SHARES$39,756$39,756
INTERCONTINENTAL EXCHANGE INC CMN (TICKER: ICE) 34 SHARES$3,920$3,920
INTERNATIONAL PAPER CO. CMN (TICKER: IP) 282 SHARES$14,021$14,021
INTERPUBLIC GROUP COS CMN (TICKER: IPG) 965 SHARES$22,697$22,697
INTL BUSINESS MACHINES CORP CMN (TICKER: IBM) 209 SHARES$26,309$26,309
INTUIT INC CMN (TICKER: INTU) 78 SHARES$29,628$29,628
INTUITIVE SURGICAL, INC. CMN (TICKER: ISRG) 6 SHARES$4,909$4,909
IQVIA HOLDINGS INC CMN (TICKER: IQV) 23 SHARES$4,121$4,121
IRON MOUNTAIN INCORPORATED CMN (TICKER: IRM) 232 SHARES$6,983$6,983
JANUS HENDERSON GROUP PLC CMN (TICKER: JHG) 177 SHARES$5,754$5,754
JOHNSON & JOHNSON CMN (TICKER: JNJ) 732 SHARES$115,202$115,202
JOHNSON CONTROLS INTERNATIONAL CMN (TICKER: JCI) 727 SHARES$34,013$34,013
JONES LANG LASALLE INCORPORATE CMN (TICKER: JLL) 41 SHARES$6,083$6,083
JPMORGAN CHASE & CO CMN (TICKER: JPM) 970 SHARES$123,258$123,258
JUNIPER NETWORKS, INC. CMN (TICKER: JNPR) 61 SHARES$1,373$1,373
KANSAS CITY SOUTHERN CMN (TICKER: KSU) 35 SHARES$7,160$7,160
KB HOME CMN (TICKER: KBH) 141 SHARES$4,726$4,726
KELLOGG COMPANY CMN (TICKER: K) 250 SHARES$15,558$15,558
KEYSIGHT TECHNOLOGIES, INC. CMN (TICKER: KEYS) 41 SHARES$5,416$5,416
KIMBERLY-CLARK CORPORATION CMN (TICKER: KMB) 239 SHARES$32,480$32,480
KLA CORP CMN (TICKER: KLAC) 39 SHARES$10,097$10,097
KROGER COMPANY CMN (TICKER: KR) 508 SHARES$16,134$16,134
LAM RESEARCH CORPORATION CMN (TICKER: LRCX) 52 SHARES$24,626$24,626
LINCOLN NATL.CORP.INC. CMN (TICKER: LNC) 176 SHARES$8,855$8,855
LINDE PLC CMN (TICKER: LIN) 218 SHARES$57,445$57,445
LOWES COMPANIES INC CMN (TICKER: LOW) 155 SHARES$24,879$24,879
MANPOWER GROUP CMN (TICKER: MAN) 50 SHARES$4,509$4,509
MARATHON PETROLEUM CORPORATION CMN (TICKER: MPC) 296 SHARES$12,243$12,243
MARRIOTT INTERNATIONAL, INC CMN CLASS A (TICKER: MAR) 152 SHARES$20,052$20,052
MARSH & MCLENNAN CO INC CMN (TICKER: MMC) 53 SHARES$6,201$6,201
MASTERCARD INCORPORATED CMN CLASS A (TICKER: MA) 224 SHARES$79,955$79,955
MC DONALDS CORP CMN (TICKER: MCD) 189 SHARES$40,556$40,556
MCKESSON CORPORATION CMN (TICKER: MCK) 78 SHARES$13,599$13,599
MEDTRONIC PUBLIC LIMITED COMPA CMN (TICKMER: MDT) 484 SHARES$56,906$56,906
MERCK & CO., INC. CMN (TICKER: MRK) 949 SHARES$78,245$78,245
METTLER-TOLEDO INTL CMN (TICKER: MTD) 4 SHARES$4,559$4,559
MICROCHIP TECHNOLOGY INCORPORA CMN (TICKER: MCHP) 80 SHARES$11,049$11,049
MICRON TECHNOLOGY, INC. CMN (TICKER: MU) 326 SHARES$24,509$24,509
MICROSOFT CORPORATION CMN (TICKER: MSFT) 2,035 SHARES$452,625$452,625
MONDELEZ INTERNATIONAL, INC. CMN (TICKER: MDLZ) 352 SHARES$20,692$20,692
MOODY'S CORPORATION CMN (TICKER: MCO) 16 SHARES$4,644$4,644
MORGAN STANLEY CMN (TICKER: MS) 252 SHARES$17,270$17,270
MOSAIC COMPANY (THE) CMN (TICKER: MOS) 182 SAHRES$4,188$4,188
MOTOROLA SOLUTIONS INC CMN (TICKER: MSI) 65 SHARES$11,100$11,100
MSCI INC. CMN (TICKER: MSCI) 19 SHARES$8,484$8,484
NETAPP, INC. CMN (TICKER: NTAP) 119 SHARES$7,883$7,883
NETFLIX, INC. CMN (TICKER: NFLX) 90 SHARES$48,666$48,666
NEW JERSEY RESOURCES CORPORATI CMN (TICKER: NJR) 129 SHARES$4,629$4,629
NEW YORK TIMES CO.A CMN CLASS A (TICKER: NYT) 84 SHARES$4,349$4,349
NEWMONT CORP CMN (TICKER: NEM) 345 SHARES$20,662$20,662
NIELSEN HLDGS PLC CMN (TICKER: NLSN) 349 SHARES$7,284$7,284
NIKE CLASS-B CMN CLASS B (TICKER: NKE) 193 SHARES$27,304$27,304
NORFOLK SOUTHERN CORP CMN (TICKER: NSC) 26 SHARES$6,178$6,178
NORTHERN TRUST CORP CMN (TICKER: NTRS) 98 SHARES$9,196$9,196
NORTONLIFELOCK IN CMN (TICKER: NLOK) 305 SHARES$6,338$6,338
NVIDIA CORPORATION CMN (TICKER: NVDA) 177 SHARES$92,429$92,429
OCCIDENTAL PETROLEUM CORP CMN (TICKER: OXY) 282 SHARES$4,881$4,881
OMNICOM GROUP CMN (TICKER: OMC) 316 SHARES$19,914$19,914
ON SEMICONDUCTOR CORPORATION CMN (TICKER: ON) 385 SHARES$12,601$12,601
ORACLE CORPORATION CMN (TICKER: ORCL) 234 SHARES$15,137$15,137
OWENS CORNING CMN (TICKER: OC) 356 SHARES$26,971$26,971
PARKER-HANNIFIN CORP. CMN (TICKER: PH) 86 SHARES$23,427$23,427
PAYPAL HOLDINGS, INC. CMN (TICKER: PYPL) 311 SHARES$72,836$72,836
PEPSICO, INC. CMN (TICKER: PEP) 612 SHARES$91,385$91,385
PFIZER INC. CMN (TICKER: PFE) 1,397 SHARES$51,424$51,424
PHILLIPS 66 CMN (TICKER: PSX) 63 SHARES$4,406$4,406
PNC FINANCIAL SERVICES GROUP, CMN (TICKER: PNC) 179 SHARES$26,671$26,671
PPL CORPORATION CMN (TICKER: PPL) 325 SHARES$9,300$9,300
PRINCIPAL FINANCIAL GROUP, INC CMN (TICKER: PFG) 183 SHARES$9,079$9,079
PROCTER & GAMBLE COMPANY (THE) CMN (TICKER: PG) 574 SHARES$79,866$79,866
PROLOGIS INC CMN (TICKER: PLD) 274 SHARES$27,307$27,307
PRUDENTIAL FINANCIAL INC CMN (TICKER: PRU) 122 SHARES$9,524$9,524
PVH CORP CMN (TICKER: PVH) 51 SHARES$4,788$4,788
QUALCOMM INC CMN (TICKER: QCOM) 346 SHARES$52,710$52,710
QUANTA SERVICES INC CMN (TICKER: PWR) 100 SHARES$7,208$7,208
QUEST DIAGNOSTICS INCORPORATED CMN (TICKER: DGX) 31 SHARES$3,694$3,694
REGENCY CENTERS CORPORATION CMN (TICKER: REG) 88 SHARES$4,064$4,064
REGENERON PHARMACEUTICAL INC CMN (TICKER: REGN) 16 SHARES$7,730$7,730
RESMED INC. CMN (TICKER: RMD) 40 SHARES$8,502$8,502
ROCKWELL AUTOMATION INC CMN (TICKER: ROK) 28 SHARES$7,023$7,023
ROSS STORES,INC CMN (TICKER: ROST) 61 SHARES$7,491$7,491
RYDER SYSTEM INC CMN (TICKER: R) 80 SHARES$4,941$4,941
S&P GLOBAL INC. CMN (TICKER: SPGI) 165 SHARES$54,240$54,240
SAGE THERAPEUTICS, INC. CMN (TICKMARK: SAGE) 79 SHARES$6,834$6,834
SALESFORCE.COM, INC CMN (TICKMARK: CRM) 236 SHARES$52,517$52,517
SAREPTA THERAPEUTICS INC CMN (TICKMARK: SRPT) 21 SHARES$3,580$3,580
SCHLUMBERGER LTD CMN (TICKMARK: SLB) 1,110 SHARES$24,370$24,370
SEAGATE TECHNOLOGY PLC CMN (TICKMARK: STX) 151 SHARES$9,462$9,462
SEMPRA ENERGY CMN (TICKMARK: SRE) 131 SHARES$16,828$16,828
SERVICENOW INC CMN (TICKMARK: NOW) 39 SHARES$21,467$21,467
SOUTHWEST AIRLINES CO CMN (TICKMARK: LUV) 397 SHARES$18,504$18,504
STARBUCKS CORP. CMN (TICKER: SBUX) 573 SHARES$61,300$61,300
STATE STREET CORPORATION (NEW) CMN (TICKER: STT) 376 SHARES$27,561$27,561
STRYKER CORPORATION CMN (TICKER: SYK) 58 SHARES$14,249$14,249
SYSCO CORPORATION CMN (TICKER: SYY) 89 SHARES$6,609$6,609
T. ROWE PRICE GROUP, INC. CMN (TICKER: TROW) 53 SHARES$8,024$8,024
TAKE TWO INTERACTIVE SOFTWARE INC (TICKER: TTWO) 35 SHARES$7,273$7,273
TAPESTRY, INC. CMN (TICKER: TPR) 474 SHARES$14,732$14,732
TARGET CORPORATION CMN (TICKER: TGT) 117 SHARES$20,654$20,654
TAYLOR MORRISON HOME CORP. CMN (TICKER: TMHC) 343 SHARES$8,798$8,798
TE CONNECTIVITY LTD CMN (TICKER: TEL) 146 SHARES$17,676$17,676
TESLA, INC. CMN (TICKER: TSLA) 168 SHARES$118,553$118,553
TEXAS INSTRUMENTS INC. CMN (TICKER: TXN) 149 SHARES$24,455$24,455
THE BANK OF NY MELLON CORP CMN (TICKER: BK) 514 SHARES$21,814$21,814
THE HERSHEY COMPANY CMN (TICKER: HSY) 108 SHARES$16,452$16,452
THE HOME DEPOT, INC. CMN (TICKER: HD) 226 SHARES$60,030$60,030
THE PROGRESSIVE CORPORATION CMN (TICKER: PGR) 109 SHARES$10,778$10,778
THE TRAVELERS COMPANIES, INC CMN (TICKER: TRV) 236 SHARES$33,127$33,127
THE WILLIAMS COMPANIES, INC. CMN (TICKER: WMB) 159 SHARES$3,188$3,188
THERMO FISHER SCIENTIFIC INC CMN (TICKER: TMO) 95 SHARES$44,270$44,270
TIFFANY & CO CMN (TICKER: TIF_210107) 94 SHARES$12,356$12,356
TJX COMPANIES INC (NEW) CMN (TICKER: TJX) 467 SHARES$31,891$31,891
T-MOBILE US, INC. CMN (TICKER: TMUS) 65 SHARES$8,765$8,765
TRANE TECHNOLOGIES PUBLIC LIMI CMN (TICKER: TT) 136 SHARES$19,742$19,742
TWITTER, INC. CMN (TICKER: TWTR) 97 SHARES$5,253$5,253
TYSON FOODS INC CL-A CMN CLASS A (TICKER: TSN) 80 SHARES$5,155$5,155
U.S. BANCORP CMN (TICKER: USB) 557 SHARES$26,185$26,185
UNION PACIFIC CORP. CMN (TICKER: UNP) 164 SHARES$34,148$34,148
UNITED AIRLINES HOLDINGS INC CMN (TICKER: UAL) 95 SHARES$4,109$4,109
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK (TICKER: UPS) 125 SHARES)$21,050$21,050
UNITEDHEALTH GROUP INCORPORATE CMN (TICKER: UNH) 205 SHARES$71,889$71,889
VARIAN MEDICAL SYSTEMS INC CMN (TICKER: VAR) 41 SHARES$7,175$7,175
VENTAS, INC. CMN (TICKER: VTR) 182 SHARES$9,007$9,007
VERISK ANALYTICS, INC. CMN (TICKER: VRSK) 82 SHARES$17,022$17,022
VERIZON COMMUNICATIONS, INC. CMN (TICKER: VZ) 1,279 SHARES$75,141$75,141
VF CORP CMN (TICKER: VFC) 49 SHARES$4,185$4,185
VIACOMCBS INC CMN CLASS B (TICKER: VIAC) 116 SHARES$4,350$4,350
VIATRIS INC CMN (TICKER: VTRS) 173 SHARES$3,242$3,242
VISA INC. CMN CLASS A (TICKER: V) 516 SHARES$112,865$112,865
WALGREENS BOOTS ALLIANCE, INC. CMN (TICKER: WBA) 118 SHARES$4,706$4,706
WALMART INC CMN (TICKER: WMT) 285 SHARES$41,237$41,237
WALT DISNEY COMPANY (THE) CMN (TICKER: DIS) 360 SHARES$65,225$65,225
WASTE MANAGEMENT INC CMN (TICKER: WM) 307 SHARES$36,204$36,204
WEC ENERGY GROUP, INC. CMN (TICKER: WEC) 235 SHARES$21,627$21,627
WELLS FARGO & CO (NEW) CMN (TICKER: WFC) 543 SHARES$16,388$16,388
WERNER ENTERPRISES, INC. CMN (TICKER: WERN) 110 SHARES$4,324$4,324
WEYERHAEUSER COMPANY CMN (TICKER: WY) 344 SHARES$11,534$11,534
WILLIS TOWERS WATSON PLC CMN (TICKER: WLTW) 16 SHARES$3,379$3,379
WTS/OCCIDENTAL PETROLEUM CORPO (TICKER: OXY_WS) 55 SHARES$375$375
XYLEM INC. CMN (TICKER: XYL) 274 SHARES$27,890$27,890
YUM BRANDS, INC. CMN (TICKER: YUM) 98 SHARES$10,639$10,639
ZIMMER BIOMET HOLDINGS INC (TICKER: ZBH) 78 SHARES$12,038$12,038

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK COREALPHA BOND FUNDFMV$14,738,267$14,738,267
DFA INTERNATIONAL REAL ESTATE SECURITIESFMV$1,255,154$1,255,154
DFA REAL ESTATE SECURITIES PORTFOLIOFMV$1,444,533$1,444,533
EATON VANCE INCOME FUND OF BOSTONFMV$5,121,235$5,121,235
FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUNDFMV$5,159,418$5,159,418
HEDGE FUND MASTERS (STRATEGIC) LTDFMV$8,687,058$8,687,058
ISHARES S&P 500 INDEX FUNDFMV$29,581,495$29,581,495
ISHARES SHORT-TEM CORPORATE BONDFMV$3,550,796$3,550,796
MULTI-MANAGER INTERNATIONAL EQUITY FUNDFMV$9,427,914$9,427,914
MULTI-MANAGER U.S. SMALL CAP EQUITY FUNDFMV$6,448,944$6,448,944
PRIVATE CREDIT MANAGERS III OFFSHORE LPFMV$172,450$172,450
SSGA EMERGING MARKET EQUITY INDEX FUNDFMV$3,654,226$3,654,226
SSGA HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUNDFMV$9,320,206$9,320,206
VINTAGE VII OFFSHORE SCSPFMV$551,820$551,820

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemOFFICE FURNISHINGS, EQUIPMENT AND LEASEHOLD IMPROVEMENTSCategoryOrItemTxt
Cost Or Other Basis$68,701CostOrOtherBasisAmt
Accumulated Depreciation$61,285AccumulatedDepreciationAmt
Book Value$7,416BookValueAmt
EOYFMV$7,416EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$20,963LegalFeesAmt
Net Investment Income$457NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,426DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$29,415$29,415$29,415
PREPAID FEDERAL EXCISE TAX$7,327$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPROVISION FOR DEFERRED FEDERAL EXCISE TAXDesc
Amt$104,440Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM DEVELOPMENT$71,251$0$90,251
LECTURES$17,500$0$17,500
PROGRAM MEETING EXPENSES$3,674$0$3,674
COMMUNICATIONS AND POSTAGE$4,864$113$4,533
INSURANCE$10,897$4,864$6,034
OTHER OFFICE EXPENSES$28,853$4,998$19,549

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT REFUNDS$48,129$48,129
CLASS ACTION SETTLEMENT$146$146$146

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN ON INVESTMENTSDesc
Amt$7,447,697Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED RENT LIABILITY$38,466$30,508
DEFERRED EXCISE TAX$217,440$321,880
FEDERAL EXCISE TAX PAYABLE$0$9,107

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$364,185$364,185$0
PAYROLL/PEO FEE$19,680$805$18,875
COMMUNICATION CONSULTANT$96,102$0$96,102
CONTRACTED COMMUNICATIONS OFFICER$30,000$0$22,500
IT CONSULTANT$8,713$0$8,033
PEO CONSULTANT$11,209$0$11,209
EXECUTIVE SEARCH$49,078$0$49,078

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$16,435Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.