FURP.ORG / PUBLIC DATA EXPLORER

AKAMAI FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AKAMAI FOUNDATION INC (EIN 04-3530777)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202112879349100016
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)
Return2021-10-14T08:31:15-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043530777EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Akamai Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KARA DIGIACOMOAKAMAI TECH IInCareOfNm
Business Name ControlAKAMBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1145 BroadwayAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Persondavid neshatPersonNm
Person TitletreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-09-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstdavidPersonFirstNm
Person LastneshatPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$76,805,789FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,874InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,874InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$903,926DividendsRevAndExpnssAmt
Dividends Net Invst Incm$903,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,185NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,922,249GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$263,458OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$75OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$21,165,073TotalRevAndExpnssAmt
Total Net Invst Incm$913,725TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$28,800OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$28,800OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,669PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$2,669PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$481,110OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$172,883OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$308,227OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,148TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,920TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$19,346TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$19,346TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$117,865OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$961OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$115,628OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$666,938TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$474,670TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,225,366ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,225,366ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,892,304TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175,764TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,700,036TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,272,769ExcessRevenueOverExpensesAmt
Net Investment Income$737,961NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,211,895SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,470,628SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,470,628SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,770,075USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,116,878USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,156,630USGovtObligationsEOYFMVAmt
Corporate Stock BOY$42,104,040CorporateStockBOYAmt
Corporate Stock EOY$44,441,523CorporateStockEOYAmt
Corporate Stock EOYFMV$53,401,248CorporateStockEOYFMVAmt
Corporate Bonds BOY$512,554CorporateBondsBOYAmt
Corporate Bonds EOY$709,131CorporateBondsEOYAmt
Corporate Bonds EOYFMV$777,283CorporateBondsEOYFMVAmt
Other Investments BOY$1,866,827OtherInvestmentsBOYAmt
Total Assets BOY$49,465,391TotalAssetsBOYAmt
Total Assets EOY$67,738,160TotalAssetsEOYAmt
Total Assets EOYFMV$76,805,789TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$49,465,391RetainedEarningBOYAmt
Retained Earning EOY$67,738,160RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$49,465,391TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,738,160TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,465,391TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,738,160TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,465,391TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,272,769ExcessRevenueOverExpensesAmt
Subtotal$67,738,160SubtotalAmt
Tot Net Ast Or Fund Balances EOY$67,738,160TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$18,922,249$18,625,788$296,461$296,461
Passthrough K1 Capital Gain/(Loss)$497
Sec 751 Gain on Sale of Ptshp Reclass-$316,421
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,463CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,258InvestmentIncomeExciseTaxAmt
Subtotal$10,258SubtotalAmt
Tax Based On Investment Income$10,258TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,700EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$800ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$10,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$242OverpaymentAmt
Applied To ES Tax$242AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KARA DIGIACOMOAKAMAI TECH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1145 BROADWAYAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
Graeme Beardsell
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
Natalie Billingham
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
Monique Bonner
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
Liz Borowsky
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
George Conrades
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
Jim Gemmell
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
James Hammons
145 BroadwayCambridgeMA02142Sec1.0$0$0$0
F Thomson Leighton
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
Prasad Mandava
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
David Neshat
145 BroadwayCambridgeMA02142Treas1.0$0$0$0
Kim Salem-Jackson
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
Lauren Van Wazer
145 BroadwayCambridgeMA02142Dir1.0$0$0$0
Anthony Williams
145 BroadwayCambridgeMA02142Pres1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Morgan Stanley
125 high street 24th floorBOSTONMA02110Investment mgmt$172,883
Eliassen Group LLC
55 Walkers Brook Drive 6th FloorReadingMA01867Philanthropic srvcs$138,796
WeSpire
50 Milk Street Floor 16BostonMA02109Philanthropic srvcs$108,401
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$95,220

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DANNY LEWIN COMMUNITY CARE DAYS: AKAMAI EMPLOYEES WORK TOGETHER TO HONOR AND CELEBRATE CO-FOUNDER DANNY LEWIN'S SPIRIT BY GIVING BACK TO LOCAL COMMUNITIES AROUND THE WORLDDescription1Txt
Expenses1$19,123Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$48,123,307AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,565,733AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,689,040TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$51,689,040AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$775,336CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,913,704NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,545,685MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,545,685MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,258TaxBasedOnInvestmentIncomeAmt
Income Tax$9,397IncomeTaxAmt
Total Tax$19,655TotalTaxAmt
Distributable Before Adj$2,526,030DistributableBeforeAdjAmt
Distributable Before Ded$2,526,030DistributableBeforeDedAmt
Distributable As Adjusted$2,526,030DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,700,036ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,700,036QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,700,036AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,526,030DistributableAsAdjustedAmt
Undistributed Income PY$415,565UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$2,700,036QualifyingDistributionsAmt
Applied To Year1$415,565AppliedToYear1Amt
Applied To Current Year$2,284,471AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$241,559UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFoundation SourceRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive 3rd FlAddressLine1Txt
CityfairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressPREMIERSUPPORT@FOUNDATIONSOURCE.COMRecipientEmailAddressTxt
Form And Info And MaterialsHTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSPFormAndInfoAndMaterialsTxt
Submission DeadlinesHTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSPSubmissionDeadlinesTxt
Restrictions On AwardsHTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSPRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
ACCESS LIFE AMERICA INC
PO BOX 2534ALPHARETTAGA30023N/APCSupport kids battling Cancer$5,000
ADVANTAGE TESTING FOUNDATION INC
241 E 86TH ST APT 2BNEW YORKNY10028N/APCMath Prize for Girls$30,000
AKSHARA FOUNDATION
N/ANCExpenditure Responsibility Grant$50,000NO 621 5TH MAIN OMBR LAYOUTBANGALOREIN560043
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902N/APCResponding to the West Coast wildfires$5,000
ASOCIACION ROCKET GIRLS
N/ANCExpenditure Responsibility Grant$25,00050 METROS AL OESTE BAR SAN LorenzoDESAMPARADOSCS11801SAN JOSE
ATLANTA COMMUNITY FOOD BANK INC
3400 N DESERT DRATLANTAGA30344N/APCGeneral & Unrestricted$1,500
ATLANTA PARTNERSHIP OF BUSINESS AND EDUCATION INC
130 TRINITY AVE SWATLANTAGA30303N/APCGet Our Kids Connected Campaign$15,000
AUSTRALIAN RED CROSS SOCIETY
N/APCAustralian Red Cross - Bushfire Appeal$13,793GPO BOX 2957MELBOURNEAS3001VIC
BLACK GIRLS CODE INC
PO BOX 640926SAN FRANCISCOCA94164N/APCGeneral Operating Support$5,000
BLANCHET HOUSE OF HOSPITALITY
310 NW GLISAN STPORTLANDOR97209N/APCRising to Meet the Challenge: Sustaining the Blanc$10,000
BOSTON CARES INC
10 CITY SQCHARLESTOWNMA02129N/APCHands at Work Service Partnership 2020$22,500
BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
885 WASHINGTON STBOSTONMA02111N/APCEarly Education and Youth Programs$10,000
BOYS AND GIRLS CLUBS OF BOSTON INC
200 HIGH ST LBBY 3BOSTONMA02110N/APCGeneral Operating Support$10,000
BROOKVIEW HOUSE INC
2 BROOKVIEW STDORCHESTERMA02124N/APCGeneral Operating Support$10,000
BROOKVIEW HOUSE INC
2 BROOKVIEW STDORCHESTERMA02124N/APCOpening New Pathways to 21st Century STEM Skills with COVID-19 modifications$25,000
CALIFORNIA COMMUNITY FOUNDATION
221 S FIGUEROA ST STE 400LOS ANGELESCA90012N/APCWildfire Relief Fund$15,000
CENTER FOR EXCELLENCE IN EDUCATION
8201 GREENSBORO DR STE 215MCLEANVA22102N/APCResearch Science Institute and Teacher enrichment program$50,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCBlazeAid - Australian wildfires$14,992
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCAkamai STEM Mode In Stemette Futures$5,435
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCChildfund Korea for COVID-19 Emergency Aid$10,870
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCFondazione Francesca Rava - NPH Italia Onlus for the covid 19 - maternity project$8,512
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCFood Bank Singapore - Feed the City (COVID-19)$21,739
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCGirls Not Brides: The Global Partnership to End Child marriage$5,435
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCIntensive Therapeutic Care Program & General Operating support$5,435
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCOzHarvest Limited - Food Rescue/COVID-19$10,870
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCThe Trussell Trust for Covid-19 relief$21,739
CHICKTECH
921 WASHINGTON ST 820PORTLANDOR97205N/APCIncreasing Diversity in the Technology Pipeline program$10,000
CITIZEN SCHOOLS INC
1 BEACON STBOSTONMA02108N/APCVirtual Programming & Operating Expenses with COVId-19 modifications$20,000
CLEAR PATH FOR VETERANS NEW ENGLAND INC
PO BOX 2073DEVENSMA01434N/APCWarrior Reset program$3,333
CONNECT TO COMPETE INC
413 K ST NWWASHINGTONDC20001N/APCGeneral operating support$5,000
COOPERACION INTERNACIONAL
N/APCProgram to help families in need (Covid-19 Crisis campaign)$7,500NUNEZ MORGADO 3 3MADRIDSP28036
CORNERSTONES INC
11150 SUNSET HILLS RD STE 210RESTONVA20190N/APCStability, Empowerment & Hope$10,000
DISCOVERY MUSEUMS INC
177 MAIN STACTONMA01720N/APCDigital & Remote School Outreach$10,000
EAST END HOUSE INC
105 SPRING STCAMBRIDGEMA02141N/APCEast East House COVID-19 Emergency Fund$25,000
EO MADRID ORGANIZACION DE EMPRENDEDORES
N/APCProyecto Respiradores - Fighting Covid 19$7,500CALLE DEL ARROYO BUENO 4 PORTAL HMADRIDSP28021
EU BRAIN
N/APCMother's support in state of emergency (COVID-19 response)$7,500VIA BRIGATA LIGURIA 3/16GenovaIT
FEEDING SOUTH FLORIDA INC
2501 SW 32ND TERRRACEPEMBROKE PARKFL33023N/APCCOVID-19 Emergency Response$15,000
FFWD
1004 OREILLY AVE STE ASAN FRANCISCOCA94129N/APCSupporting tech nonprofit entrepreneurs at Fast Forward's demo day$9,000
FONDATION DE L ASSISTANCE PUBLIQUE HOPITAUX DE PAR
N/APCFonds d'urgence COVID-19 de l'AP-HP$15,0003 AVE VICTORIAPARISFR
FOOD FOR FREE COMMITTEES INC
11 INMAN STCAMBRIDGEMA02139N/APCCOVID-19 Relief Delivery Program$20,000
FOOD FOR FREE COMMITTEES INC
11 INMAN STCAMBRIDGEMA02139N/APCWeekend Backpack Programs$5,000
FRIENDS NEVER FORGET
PO BOX 6BOLTONMA01740N/APCOperation Camp- Support for Gold Star Families$3,334
FUNDACION FUNDAVIDA
N/ANCExpenditure Responsibility Grant$40,000CUIDADELA 25 DE JULIOHATILLOCS
FUNDACJA EDUKACJA DLA PRZYSZLOSCI
N/ANCExpenditure Responsibility Grant$30,000IL HOZA 86WARSAWPL00-682
FUNDACJA KLASTER LIFESCIENCE KRAKOW
N/APCCOVID-19/Corona Ninjas$20,000BORZYNSKIEGO 14KRAKOWPL
FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIECI
N/ANCExpenditure Responsibility Grant$6,865UL SWIETEGO STANISLAWA 32TRZEBINIAPL32-540
FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ
N/ANCExpenditure Responsibility Grant$14,000UL BRAZYLIJSKA 9A/46WARSZAWAPL03-946
FUNDACJA UNIWERSYTET DZIECI
N/ANCExpenditure Responsibility Grant$50,000UL MYDLARSKA 4KRAKOWPL30-703
GIRL SCOUT COUNCIL OF TROPICAL FLORIDA INC
11347 SW 160TH STMIAMIFL33157N/APCGirl Scout STEM Program, Troop 519$5,000
GIRLS WHO CODE INC
28 W 23RD ST 4TH FLNEW YORKNY10010N/APCGWC Summer Immersion Program$85,000
GIVE2ASIA
2201 BROADWAY ST 4TH FLOAKLANDCA94612N/APCDream a Dream Career Connect Program$11,000
GIVINGA FOUNDATION INC
396 WASHINGTON ST NO 307WELLESLEYMA02481N/APCAkamai Compassion Fund$300,000
GIVINGA FOUNDATION INC
396 WASHINGTON ST NO 307WELLESLEYMA02481N/APCCOVID-19 Matching Campaign$100,000
GIVINGA FOUNDATION INC
396 WASHINGTON ST NO 307WELLESLEYMA02481N/APCGiving Account Funding - COVID International$3,171
GIVINGA FOUNDATION INC
396 WASHINGTON ST NO 307WELLESLEYMA02481N/APCGiving Account Funding - COVID-19 Matching Campaign$100,000
GIVINGA FOUNDATION INC
396 WASHINGTON ST NO 307WELLESLEYMA02481N/APCGiving Account Funding - Social Justice Campaign$10,000
GIVINGA FOUNDATION INC
396 WASHINGTON ST NO 307WELLESLEYMA02481N/APCSocial Justice Campaign$23,000
GLOBAL COMMUNITIES OF HOPE
PO BOX 1205647CHULA VISTACA91912N/APCCOViD 19 Relief - Food Distribution$25,000
GLOBAL COMMUNITIES OF HOPE
PO BOX 1205647CHULA VISTACA91912N/APCUniversity in a Box - Danny's Lab with pandemic modifications$35,000
GLSEN INC
110 WILLIAM ST 30TH FLNEW YORKNY10038N/APCCharitable Event$10,000
GOOD NEIGHBORS USA
131 N TUSTIN AVE STE 204TUSTINCA92780N/APCFood aid for single-parent famillies Good Gohan$5,000
HIDDEN GENIUS PROJECT
2934 TELEGRAPH AVEOAKLANDCA94609N/APCThe Hidden Genius Project's Intensive Immersion and catalyst programs with covid-19 modifications$100,000
INNERCITY WEIGHTLIFTING INC
160 2ND STCAMBRIDGEMA02142N/APCPersonal Training Apprenticeship Program in partnership with the Akamai Danny Lewin Community Care Days employee volunteer program$1,500
INNOVATORS FOR PURPOSE
825 MAIN STACTONMA01720N/APCiFp Labs- Virtual, Hybrid or In-person$15,000
IT WOMEN FOUNDATION INC
3845 W HIBISCUS STWESTONFL33332N/APCITWomen Summer Robotics and Coding Camp for Girls$10,000
JR TECH INC
PO BOX 593OSTERVILLEMA02655N/APCproposal for multi-year support and collaboration$30,000
LATINO STEM ALLIANCE
20 MORAINE STBOSTONMA02130N/APCSTEM Education & Programming with COVID-19 modifications$20,000
MASSACHUSETTS DOWN SYNDROME CONGRESS INC
20 BURLINGTON MALL RD STE 261BURLINGTONMA01803N/APCGeneral & Unrestricted$2,500
MASSACHUSETTS INSTITUTE OF TECH
77 MASSACHUSETTS AVECAMBRIDGEMA02139N/APCMIT Online Science, Technology and Engineering Com$15,000
MATHCOUNTS FOUNDATION
1420 KING STALEXANDRIAVA22314N/APCMIT Online Science, Technology and Engineering Community with covid-19 modifications$20,235
MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED
1529 18TH ST NWWASHINGTONDC20036N/APCMAA American Mathematics Competitions (AMC) to fund the recognition of 150 young women who perform well on the AMC 12 exam$50,000
MAVERICK LANDING COMMUNITY SERVICESINC
31 LIVERPOOL STEAST BOSTONMA02128N/APCMaverick Makers$10,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCGlobal support response to help reduce the spread and impact of the Coronavirus disease outbreak$10,000
NATIONAL CHILDRENS MUSEUM
1300 PENNSYLVANIA AVE NWWASHINGTONDC20004N/APCNational Children's Museum STEAM Daydream Podcast$15,000
NYU LANGONE HOSPITALS
550 1ST AVENEW YORKNY10016N/APCCovid-19 Response$15,000
OPEN HAND ATLANTA INC
181 ARMOUR DR NEATLANTAGA30324N/APCMeal Services - COVID-19 relief$10,000
PEACE WINDS JAPAN
N/APCEmergency Response for COVID-19$20,0001161-2 2ND FL CHIKADA JINSEKIKOGEN-HIROSHIMAJA720-1622
PRATHAM USA
9703 RICHMOND AVE STE 102HOUSTONTX77042N/APCDLC- Digital Learning Community$5,000
PROJECT NEW HOPE INC
70 JAMES ST STE 157WORCESTERMA01603N/APCTo be used for our food bank supporting food insecurity in the veteran community$3,333
PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION IN
50 ESSEX STCAMBRIDGEMA02139N/APCVirtual Learning$20,000
ROSIES PLACE INC
889 HARRISON AVEBOSTONMA02118N/APCGeneral Operating Support$5,000
SCIENCE CLUB FOR GIRLS INC
136 MAGAZINE STCAMBRIDGEMA02139N/APCScience Clubs and Junior Mentors with COVID-19 modifications$25,000
SCIENCE FROM SCIENTISTS INC
1 DEANGELO DR STE CBEDFORDMA01730N/APCSTEM Enrichment Programming per COVID-19 modifications$21,000
SECOND HARVEST OF SILICON VALLEY
4001 N 1ST STSAN JOSECA95134N/APCCOVID-19 Rapid Response Fund$30,000
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607N/APCShriners Hospitals for Children - Springfield, Patient support$5,000
SOCIEDADE BENEFICENTE ISRAELITA BRASILEIRA HOSPITA
N/APCFundraising campaign for the purchase of food baskets for families in social vulnerability$10,000AVENIDA AEINSTEIN 627 15 ANDAR BDSAO PAULOBR05652000
SOCIETY FOR SCIENCE & THE PUBLIC
1719 N ST NWWASHINGTONDC20036N/APCVirtual Regeneron International Science and Engineering Fair$25,000
SPECIAL OLYMPICS MASSACHUSETTS INC
512 FOREST STMALBOROUGHMA01752N/APCGeneral & Unrestricted$2,500
STIFTUNG AMBULANTES KINDERHOSPIZ MUNCHEN
N/APCWe want to survive (AKM)$10,000BLUTENBURGSTRASSE 64 66MUNICHGM80636BAVARIA
STOWARZYSZENIE PRZYJACIOL SZPITALA SPECJALISTYCZNE
N/APCLets help to help Project$10,000OSIEDLE NA SKARPIE 66KRAKOWPL31-913
STOWARZYSZENIE UNICORN
N/APCUNICORN supports the University Hospital in Krakow during a pandemic$10,000UL SNIADECKICH 5KRAKOWPL31-531
SWASTH FOUNDATION
N/APCMumbai's fight against Covid-19 through Swasth's network of 18 community-based primary and preventive health clinics$100,000615 PALMS - 2 ROYAL PALMS ESTATEGOREGAON EASTIN400 065MUMBAI
THE TECH INTERACTIVE
201 S MARKET STSAN JOSECA95113N/APCThe Tech Challenge$10,000
THREE SQUARES NEW ENGLAND
PO BOX 1055DEDHAMMA02027N/APCCharitable Event$275
TSINGHUA EDUCATION FOUNDATION N A INC
1601 MCCARTHY BLVD STE 8MILPITASCA95035N/APCCOVID-19 Vaccine R&D and/or Relief$20,000
UNITED WAY OF MASSACHUSETTS BAY INC
9 CHANNEL CENTER ST 500BOSTONMA02210N/APCUnited Way Covid-19 Family Support Fund$35,000
WORLD CENTRAL KITCHEN INCORPORATED
655 NEW YORK AVE NW 6TH FLWASHINGTONDC20001N/APCOff Their Plate$10,000
YAD SARAH
N/APCCOVID-19 EMERGENCY RESPONSE- Purchase of 4 Life Support Ventilators$20,00096187 JERUSALEMJERUSALEMISJERUSALEM
YOUNG PEOPLES PROJECT INC
99 BISHOP ALLEN DRCAMBRIDGEMA02139N/APCFlagway: A Game To Enhance Mathematical Understanding in Elementary & Middle School Students with updated COVID-19 modifications$30,000
YOUTH DEVELOPMENT ORGANIZATION INC
15 UNION ST STE 563LAWRENCEMA01840N/APCSTEM Opportunity Pipeline & General Operating Support$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,225,366TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,874ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$903,926ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$12,185ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990-$52,88914-$74
Sec 751 Gain on Sale of Ptshp525990$316,421

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$263,532UnrelatedBusinessTaxblIncmAmt
Exclusion$901,541ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,165,073TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAkamai TechnologiesContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o David Neshat 145 BroadwayAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

Short ExplanationShortExplanationTxt
Graeme Beardsell
* REMOVED FROM FOUNDATION IN 2020
Monique Bonner
* REMOVED FROM FOUNDATION IN 2020

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (13 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtProvince Or StateForeignAddress/ProvinceOrStateNm
FUNDACJA UNIWERSYTET DZIECI
UL MYDLARSKA 4KRAKOWPL30-7032019-04-04$50,000TO SUPPORT THE CHILDREN'S UNIVERSITY IN CLASS PROJECT$50,000NO12/19/2019, 12/22/2020NONE NECESSARY
SALTROM SALESIAN YOUTH MOVEMENT
ROZANA STREET 5KRAKOWPL30-3052019-03-27$25,000TO SUPPORT THE LITTLE ENGINEER - TRANSFORMERS IN SALTROM PROJECT$23,024NO2/01/2021, 2/10/2021NONE NECESSARY
AGASTYA INTERNATIONAL FOUNDATION
101 VARSAV PLZ 12 JAYAMAHAL MN RDBANGALOREIN5600462019-04-25$66,967TO SUPPORT MOBILE SCIENCE LAB AND LAB ON A BIKE PROJECTS$66,967NO7/27/2021NONE NECESSARYKARNATAKA
ASOCIACION ROCKET GIRLS
50 M OESTE DEL BAR SAN LORENZODESAMPARADOSCS118012019-05-17$75,000TO SUPPORT THE SCIENCE AND TECHNOLOGY FOR GIRLS PROJECT$37,292NO11/5/2020NONE NECESSARYSAN JOSE
UNITED WAY OF BENGALURU
5 CRIMSON COURT 3RD FLOORBENGALURUIN2019-11-20$10,000TO SUPPORT THE REBUILDING OF COMMUNITIES AFFECTED BY FLOODS IN NORTH KARNATAKA$467NO10/7/2020NONE NECESSARY
FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ
UL BRAZYLIJSKA 9A/46WARSZAWAPL03-9462019-03-27$25,499TO SUPPORT THE FRIENDLY MODERN TECHNOLOGIES PROJECT$25,499NO10/14/2020NONE NECESSARY
AKSHARA FOUNDATION
NO 621 5TH MAIN OMBR LAYOUTBANGALOREIN5600432020-11-20$50,000To support Ganitha Kalika Andolana (GKA) - Math Learning Movement$0NOreport expected in 2021none necessary
FUNDACJA EDUKACJA DLA PRZYSZLOSCI
IL HOZA 86WARSAWPL00-6822020-11-23$30,000To support Math, Science, and Engineering - Khan Academy and beyondNOreport expected in 2021none necessary
FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIE
UL SWIETEGO STANISLAWA 32TRZEBINIAPL32-5402020-12-01$6,865To support we are the future project$0NOreport expected in 2021none necessary
ASOCIACION ROCKET GIRLS
50 M OESTE DEL BAR SAN LORENZODESAMPARADOSCS118012020-12-04$25,000To support the Science and Technology for Girls projectNOreport expected in 2021none necessary
FUNDACJA UNIWERSYTET DZIECI
UL MYDLARSKA 4KRAKOWPL30-7032020-12-04$50,000To support the Children's University in Class project$0NOreport expected in 2021none necessary
FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ
UL BRAZYLIJSKA 9A/46WARSZAWAPL03-9462020-12-10$14,000To support the Math room project$0NOreport expected in 2021none necessary
FUNDACION FUNDAVIDA
CUIDADELA 25 DE JULIOHATILLOCS2020-12-11$40,000To support the Empowering at-risk youth through STEM$0NOreport expected in 2021none necessary

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON COM INC - 1.500% - 06/0$56,031$56,852
BANK OF AMERICA CORP - 2.496%$56,040$58,414
CITIGROUP INC NOTE - 3.668% -$56,686$64,839
COMCAST - 1.950% - 01/15/2031$56,892$58,514
CVS HEALTH CORP - 5.050% - 03/$56,668$75,896
ENTERPRISE PRODUCTS - 5.700% -$42,163$50,798
GE CAP CORP NTS - 5.875% - 01/$43,799$55,505
GOLDMAN SACHS - 2.600% - 02/07$56,978$58,014
JP MORGAN CHASE BANK - 4.203%$76,038$86,971
PEPSICO INC - 2.750% - 03/19/2$56,384$57,104
UNITEDHEALTH GROUP INC - 2.750$56,019$58,581
VERIZON COMMUNICATIONS - 3.500$57,909$57,435
WELLS FARGO CO - 3.500% - 03/0$37,524$38,360

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (256 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$26,583$28,288
ABCAM ADR$93,055$109,646
ADOBE SYSTEMS, INC$93,168$150,536
AERCAP HOLDING N.V$9,326$10,164
AFLAC INC$22,015$24,948
AGILENT TECHNOLOGIES INC$87,777$144,439
AGREE REALTY CORP$53,887$61,187
AIA GROUP LTD ADR$93,948$133,093
AIR LEASE CORP$94,782$117,535
ALBEMARLE CP$61,075$98,543
ALCON INC$83,134$94,549
ALEXANDRIA REAL ESTATE EQUITIE$109,534$148,457
ALIBABA GROUP HOLDING LTD$178,326$199,915
ALIGN TECHNOLOGY, INC$113,302$255,968
ALLISON TRANMISSION HOLDINGS$11,577$13,025
ALPHABET INC CL A$218,194$331,249
ALPHABET INC CL C$133,318$185,699
AMAZON COM$288,161$459,227
AMER INTERNATIONAL GROUP INC$58,577$48,120
AMERICAN HIGH INCOME TR, CLASS$975,234$966,706
AMERICAN HOMES 4 RENT$34,531$35,790
AMERICAN TOWER REIT INC$240,363$309,755
AMERICOLD REALTY TRUST$57,659$59,579
AMERISOURCEBERGEN CORP$35,289$39,397
AMGEN INC$18,333$18,394
ANTHEM INC$64,067$72,245
APARTMENT INCOME REIT CORP$44,129$44,440
APARTMENT INV AND MGMT COMPANY$56,499$8,036
APPLE INC$253,931$542,967
APPLIED MATERIALS INC$30,548$54,369
ASML HOLDING NV NY REG SHS$56,963$120,955
AUTOZONE INC$65,936$67,570
AVALARA INC$14,713$25,063
AVATAR HOLDINGS INC.$16,672$28,375
BANCO BILBAO ARG SA$87,118$69,753
BANCO ITAU HOLDING FINANCIERA$207,447$229,307
BANK OF AMERICA CORP$95,525$97,022
BANK OF NT BUTTERFIELD AND SON$46,646$52,006
BECTON DICKINSON & CO$115,905$113,600
BERKSHIRE HATHAWAY INC. CLASS$119,115$128,456
BEST BUY INC$23,060$35,026
BLACK KNIGHT, INC$20,254$34,545
BOEING CO$40,459$43,454
BOSTON PPTYS INC$64,890$52,653
BOSTON SCIENTIFIC$124,994$121,727
CAESARS ENTERTAINMENT INC$20,515$26,514
CAMDEN PPTY TR$46,694$48,261
CANADIAN NATURAL RESOURCES LTD$15,044$20,106
CARTER'S INC$71,612$73,939
CATERPILLAR INC$32,179$49,145
CBRE GROUP$90,203$133,531
CD PROJEKT SA$81,983$58,061
CENTERPOINT ENERGY$22,144$25,362
CENTERSPACE$39,569$37,439
CHARLES SCHWAB CORP$25,777$39,037
CHUBB LIMITED$67,443$74,651
CIGNA CORPORATION$85,765$91,183
CISCO SYSTEMS INC$81,451$84,309
CIT GROUP INC$38,281$33,315
CITIGROUP INC$64,091$57,344
CME GROUP, INC$107,541$116,876
COCA COLA EUROPEAN PARTNERS PL$29,636$37,721
COGNIZANT TECHNOLOGY SOLUTIONS$64,596$68,674
CONOCOPHILLIPS$76,409$61,985
CORESITE REALTY CORPORATION$29,516$33,826
COSTAR GROUP, INC$67,013$109,065
CRH PLC - AMERICAN DEPOSITARY$17,353$22,397
CROWN CASTLE INTL$122,129$154,255
CUBESMART$54,805$59,422
CUMMINS INC$19,158$26,117
CVS CAREMARK CORP$25,175$25,613
DANAHER CORP$85,487$129,952
DBS GROUP HLDGS SPON ADR$85,641$84,720
DEERE CO$123,437$192,371
DIGITAL RLTY TR INC$42,972$50,782
DOVER CORP$18,862$27,144
DU PONT DE NEMOURS$65,526$61,795
EAST WEST BANCORP, INC$103,329$108,215
EASTGROUP PROPERTIES INC$81,717$103,683
EATON CORP PLC$35,361$52,862
EBAY INC$117,135$148,439
EDISON INTL$39,376$37,378
EDWARDS LIFESCIENCES$129,312$152,080
ELANCO ANIMAL HEALTH INCORPORA$84,602$93,789
EMCOR GROUP INC$61,885$81,948
EPAM SYSTEMS INC$70,006$111,805
EQUINIX, INC$178,250$263,532
EQUITY LIFESTYLE PRP$53,055$61,396
ESSEX PRTY TR INC$44,752$37,275
ESTEE LAUDER COMPANIES INC$37,663$60,691
ETSY INC$89,149$130,052
EURONET WORLDWIDE INC$113,805$157,093
EVEREST RE GROUP LTD$35,997$35,816
EXTRA SPACE STORAGE$46,041$48,893
EXXON MOBIL CORP$139,336$98,392
F M C CP$15,961$21,952
FACEBOOK INC$344,157$470,382
FANUC LIMITED UNSPONSORED$47,531$59,824
FIDELITY NATIONAL FINANCIAL IN$45,267$50,152
FIFTH THIRD BANCORP$15,681$23,049
FIRST INDUSTRIAL REALTY TRUST$71,106$85,692
FIRST REPUBLIC BANK$206,289$325,891
GAMING AND LEISURE PROPERTIES,$57,018$67,755
GEN DYNAMICS CP$18,496$18,156
GENMAB A/S SPON$72,205$79,816
GENPACT LIMITED$75,953$107,991
GLAXOSMITHKLINE PLC$30,785$24,619
GOLDMAN SACHS GROUP$33,166$35,601
HARDING, LOEVNER FUNDS, INC. E$2,141,433$2,709,274
HARLEY DAVIDSON INC$24,255$31,929
HDFC BANK LTD ADR$102,747$170,317
HEALTHCARE REALTY TRUST$46,763$45,998
HEXCEL CP DELAWARE$88,058$71,862
HILTON WORLDWIDE HOLDINGS, INC$129,164$166,779
HOST HOTELS & RESORTS INC$71,775$56,486
HOWMET AEROSPACE ORD SHS$22,367$33,706
HUNTINGTON BANCSHARES INC$28,258$34,594
HUNTINGTON INGALLS INDUSTRIES$17,602$13,127
ICICI BK LTD ADS$100,510$171,544
IDEX CP$11,653$16,135
ILLUMINA INC COM$265,796$307,470
INTUITIVE SURGICAL$128,214$137,441
INVITATION HOMES INC.$64,488$72,498
ISHARES BARCLAYS TIPS BOND FUN$1,337,281$1,538,310
ISHARES CORE MSCI EMERGING MAR$3,171,502$3,871,544
ISHARES GOLD TRUST$1,322,243$1,548,719
JACOBS ENGINEERING GP$83,331$120,510
JOHNSON & JOHNSON$107,687$122,756
JP MORGAN CHASE$100,016$119,192
KEYSIGHT TECHNOLOGIES INC$80,159$152,696
KINROSS GOLD CORP$11,149$11,942
KLA TENCOR CORP$18,835$35,471
KONE OYJ ADR B SHS$53,010$84,816
KROGER CO$37,583$35,762
KUBOTA CORPORATION$73,271$94,120
L'AIR LIQUIDE ADR OTC$62,857$86,172
L'OREAL ADR$61,247$97,015
L3HARRIS TECHNOLOGIES$141,328$152,917
LABORATORY CORP AMER HLDGS$83,688$113,377
LAM RESEARCH CORP$33,735$67,062
LAS VEGAS SANDS CORP$25,284$28,548
LEAR CORP$8,141$14,949
LENNAR CORP$21,740$28,205
LIBERTY MEDIA CORPORATION - SE$35,710$40,683
LINDE PLC COM$78,382$122,532
LKQ CORPORATION$22,500$25,408
LONZA GROUP AG UNSP/ADR$71,915$143,796
LOWES COMPANIES INC$15,464$22,632
LTC PROPERTIES INC$41,442$37,665
MAKITA CORP$68,612$78,414
MARATHON PETROLEUM CORP$62,227$45,992
MARSH AND MCLENNAN COMPANIES I$13,313$16,029
MASTERCARD INC$350,628$513,994
MATCH GROUP INC$33,873$61,232
MCKESSON CORP$36,708$45,567
MEDTRONIC PLC$48,557$59,624
MICRON TECHNOLOGY$37,077$55,257
MICROSOFT CORP$344,940$596,086
MID-AMERICA APT COMMUNITIES IN$88,573$113,514
MISUMI GROUP INC$37,239$38,451
MOHAWK INDS INC$89,567$89,503
NESTLE S.A$72,081$101,661
NETEASE.COM INC COM STK$40,327$74,701
NETFLIX INC$80,108$122,746
NETWORK INTERNATIONAL HOLDINGS$61,852$39,361
NEWMONT GOLDCORP CORPORATION$15,616$19,464
NEXPOINT RESIDENTIAL TRUST INC$44,809$41,972
NIKE INC-CL B$160,166$266,812
NORTHROP GRUMMAN CORP$16,641$16,760
NOVARTIS AG ADR$53,833$60,813
NVIDIA CORP$83,534$208,880
NXP SEMICONDUCTORS$28,452$48,498
ON SEMICONDUCTOR$6,914$16,234
ORACLE CORP$33,481$42,825
OTIS WORLDWIDE CORP$19,766$18,711
OWENS CORNING$27,105$38,107
PARSLEY ENERGY INCORPORATED CL$23,137$27,747
PAYPAL HOLDINGS, INC$187,824$440,296
PETROLEO BRASILEIRO$16,609$21,629
PFIZER INC$57,975$52,049
PHYSICIANS REALTY TRUST$35,417$37,469
POSTAL REALTY TRUST INC$25,646$28,460
PPG INDUSTRIES INC$10,697$17,739
PROCTER GAMBLE CO$97,186$117,712
PROGRESSIVE CORP OHIO$43,998$55,867
PROTO LABS INC$53,374$92,807
PT BANK CENTRAL ASIA TBK$76,487$118,908
PVH CORP$83,357$71,450
QORVO INC$14,832$27,268
RENAISSANCERE HOLDINGS LTD$16,171$14,592
ROBERT HALF INTL INC$11,154$11,434
ROCHE HOLDING LTD ADR$110,624$111,354
ROPER INDUSTRIES$102,574$148,726
ROSS STORES, INC$103,170$138,775
SAFETY INCOME AND GROWTH INC$72,695$89,525
SALESFORCE.COM$189,528$256,355
SCHLUMBERGER LTD$16,791$19,712
SCHNEIDER ELEC UNSP/ADR$66,984$88,442
SEI INVESTMENTS$72,228$75,401
SHERWIN-WILLIAMS CO$70,076$100,683
SHISEIDO CO LTD$88,726$83,507
SIMON PPTY GROUP INC$48,714$51,765
SL GREEN REALTY CORP$53,985$34,378
SLM CORP$71,269$101,672
SNAP INC.$55,493$155,317
SONOVA HOLDING AG AD$66,441$87,095
SS&C TECHNOLOGIES INC$22,786$32,010
STEEL DYNAMICS INC$21,921$24,703
STORE CAPITAL CORPORATION$48,645$56,101
SVB FINANCIAL GROUP$83,256$115,186
SYMRISE AG UNSPONSORED$72,865$105,166
SYNOPSYS, INC$58,066$114,584
SYSMEX CORP UNSP ASDR$79,567$124,089
T-MOBILE US INC$173,740$219,266
TAIWAN SEMICONDUCTOR MFG CO LT$51,953$70,658
TAPESTRY INC$18,530$36,768
TENCENT HOLDINGS LIMITED$83,107$106,757
TERRENO RLTY CORPCOM$80,606$107,775
TEXAS INSTRUMENTS INC$123,102$167,413
THE BLACKSTONE GROUP INC CL A$103,137$137,073
THERMO FISHER SCIENTIFIC INC$92,209$119,240
TJX COMPANIES INC$19,200$27,999
TRADEWEB MARKETS INC$73,433$81,123
TRIP COM GROUP ADR$80,819$80,885
TRUIST FINANCIAL CORPORATION$55,841$66,862
TWILIO INC$63,431$68,039
UNION PACIFIC$21,465$27,485
UNITED RENTALS INC$13,189$27,133
UNITEDHEALTH GROUP INC$33,945$52,602
V F CORP$66,461$81,908
VANGUARD FTSE DEVELOPED MARKET$4,504,572$4,939,724
VANGUARD LG-CAP ETF$4,526,337$5,769,545
VANGUARD SM-CAP ETF$2,911,926$2,908,519
VANGUARD ST BOND ETF$4,735,457$4,957,172
VERISK ANALYTICS, INC$72,158$124,139
VERTEX PHARMCTLS INC$219,223$263,992
VIATRIS ORD SHS$13,666$15,479
VICI PROPERTIES INC$49,997$56,355
VIRTU FINANCIAL INC$50,134$55,626
VISA INC$71,115$76,774
VISTRA ENERGY CORP$34,026$31,220
WABTEC$24,616$28,182
WALT DISNEY HOLDINGS CO$106,642$165,780
WEINGARTEN REALTY INVESTORS SB$42,588$33,849
WELLTOWER INC.$65,684$62,423
WESTERN ASSET SMASH SERIES C F$770,264$805,264
WESTERN ASSET SMASH SERIES COR$502,590$507,113
WESTERN ASSET SMASH SERIES M F$610,903$626,720
WESTROCK COMPANY$14,260$16,672
WEYERHAEUSER CO$94,270$104,815
WILLIAMS SONOMA INC$7,052$14,869
WORKDAY INC$65,443$87,937
WYNDHAM HOTELS & RESORTS INC C$16,002$18,842
XILINX INC$46,674$62,662
YAMANA GOLD INC$15,600$22,229
YANDEX N V$34,894$74,311

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,116,878USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,156,630USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$95,220$95,220
Bank Charges$6$6
Foundation Dues & Memberships$19,375$19,375
K-1 Exp CNX Midstream Partners$1
K-1 Exp CRESTWOOD EQUITY PARTN$8$5
K-1 Exp DCP MIDSTREAM LP$14
K-1 Exp ENERGY TRANSFER LP$443$414
K-1 Exp ENTERPRISE PRODUCTS PA$14
K-1 Exp MAGELLAN MIDSTREAM PAR$15$3
K-1 Exp NOBLE MIDSTREAM PARTNE$4
K-1 Exp NUSTAR ENERGY L.P$901$29
K-1 Exp PLAINS ALL AMERICAN PI$781$504
K-1 Exp TC PIPELINES LP$50
Office Supplies$731$731
Postage/Delivery Service$33$33
State or Local Filing Fees$269$269

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (26 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss CNX Midstream Partners LP$144
K-1 Inc/Loss CRESTWOOD EQUITY PARTNERS LP-$2,945$2
K-1 Inc/Loss DCP MIDSTREAM LP-$2,492-$1
K-1 Inc/Loss ENERGY TRANSFER LP-$4,839$597
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP-$7,507-$77
K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP-$6,849$4
K-1 Inc/Loss MPLX LP-$8,641$81
K-1 Inc/Loss NOBLE MIDSTREAM PARTNERS LP-$2,168$93
K-1 Inc/Loss NUSTAR ENERGY L.P-$3,346-$19
K-1 Inc/Loss PHILLIPS 66 PARTNERS LP-$1,768$132
K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP-$10,711-$905
K-1 Inc/Loss TC PIPELINES LP-$664$13
K-1 Inc/Loss WESTERN MIDSTREAM PARTNERS, LP-$1,177$5
Sec 751 Gain on Sale CNX Midstream Partners LP$468
Sec 751 Gain on Sale CRESTWOOD EQUITY PARTNERS LP$499
Sec 751 Gain on Sale DCP MIDSTREAM LP$3,439
Sec 751 Gain on Sale ENERGY TRANSFER LP$43,831
Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS$71,147
Sec 751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS L$31,585
Sec 751 Gain on Sale MPLX LP$50,737
Sec 751 Gain on Sale NOBLE MIDSTREAM PARTNERS LP$8,750
Sec 751 Gain on Sale NUSTAR ENERGY L.P$5,832
Sec 751 Gain on Sale PHILLIPS 66 PARTNERS LP$16,095
Sec 751 Gain on Sale PLAINS ALL AMERICAN PIPELINE$46,955
Sec 751 Gain on Sale TC PIPELINES LP$19,550
Sec 751 Gain on Sale WESTERN MIDSTREAM PARTNERS, L$17,533

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$172,883$172,883
Philanthropic Consulting Srvcs$308,227$308,227

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2020$9,700
990-PF Excise Tax for 2019$17
990-PF Extension for 2019$5,511
Foreign Tax Paid$1,920$1,920