2021-10-11T09:36:11-05:00 2020-12-31 132060851 Owen J Flanagan & Co 60 East 42nd Street New York NY 10165 990PF 2020-01-01 131667057 THE JOHN A HARTFORD FOUNDATION INC JOHN 2128327788 55 EAST 59TH STREET NEW YORK NY 10022 EVA CHENG CFO & TREASURER 2128327788 2021-08-03 1 EVA CHENG XXX-XX-XXXX Kevin Sunkel P00706145 2126822783 2021-10-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 644120058 X X 63465 63465 5817962 5850082 17630788 91321368 17631275 89997 0 23602212 23544822 1379370 117571 1261799 1595330 43430 1551900 1164644 64208 995675 4991 0 4991 37000 18500 18500 2067822 1901758 156896 298184 0 0 48514 0 201558 9070 193250 113706 8153 74490 60082 0 60082 1399529 14472 1416640 8370730 2177162 5734223 16762731 21384453 25133461 2177162 27118676 -1531249 21367660 17790746 13578813 13578813 121829 70576 70576 10713501 9860866 9860866 211716599 213904971 213904971 99315963 94416035 94416035 263002892 312030717 312030717 5337563 5110382 222860 227181 227181 203727 30899 30899 603088117 644120058 644120058 655378 735569 28063617 23378188 2030607 2740536 30749602 26854293 X 572338515 617265765 572338515 617265765 603088117 644120058 572338515 -1531249 46458499 617265765 0 617265765 STOCK AND COMMINGLED FUNDS P 81756909 65848175 15908734 15908734 FIXED INCOME FUNDS P 8154956 7842405 312551 312551 PRIVATE EQUITY AND CREDIT FUNDS P 1081036 1081036 1081036 PRIVATE REAL ESTATE FUNDS P 321420 321420 321420 OTHER CLASS ACTION P 7047 7047 7047 SUBJECT TO UBIT P 487 487 487 17631275 297010 0 297010 0 297010 241686 0 135000 0 376686 X 0 79676 79676 0 0 0 0 0 0 0 0 1 0 0 1 1 NY 1 0 0 0 1 1 WWW.JOHNAHARTFORD.ORG EVA CHENG 2128327788 55 EAST 59TH STREET NEW YORK NY 10022 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN H ALLEN 55 E 59TH STREET NY NY 10022 TRUSTEE 1.60 15500 0 0 HUA EVA CHENG 55 E 59TH STREET NY NY 10022 VICE PRES, FINANCE & CFO 40.00 242800 83558 0 TERESA T FULMER 55 E 59TH STREET NY NY 10022 PRESIDENT 40.00 596220 81488 0 CHRISTOPHER TH PELL 55 E 59TH STREET NY NY 10022 VICE CHAIR (THRU JUNE 2020) 1.60 8000 0 0 JENNIFER PHILLIPS 55 E 59TH STREET NY NY 10022 CORPORATE SECRETARY & EXEC 40.00 105900 44458 0 MARGARET L WOLFF 55 E 59TH STREET NY NY 10022 CHAIR 3.00 16000 0 0 NIRAV R SHAH 55 E 59TH STREET NY NY 10022 TRUSTEE 1.40 14000 0 0 LIAM DONOHUE 55 E 59TH STREET NY NY 10022 TRUSTEE 1.30 14000 0 0 AUDREY A MCNIFF 55 E 59TH STREET NY NY 10022 TRUSTEE 1.30 14000 0 0 JOHN R MACH JR MD 55 E 59TH STREET NY NY 10022 TRUSTEE 1.80 16000 0 0 ELIZABETH A PALMER 55 E 59TH STREET NY NY 10022 TRUSTEE 1.60 16000 0 0 EARL A SAMSON III 55 E 59TH STREET NY NY 10022 VICE CHAIR 1.80 16000 0 0 CHARLES M FARKAS 55 E 59TH STREET NY NY 10022 TRUSTEE 1.30 14000 0 0 RANI E SNYDER 55 E 59TH STREET NY NY 10022 VICE PRESIDENT, PROGRAM 40.00 266450 86790 0 DAVID DI MARTINO 55 E 59TH STREET NY NY 10022 TRUSTEE 1.30 14000 0 0 TRIPLER PELL 55 E 59TH STREET NY NY 10022 TRUSTEE 1.30 10500 0 0 MARCUS ESCOBEDO 55 E 59TH STREET NY NY 10022 VP COMM, SR PROGRAM 40.00 189700 60540 0 AMY BERMAN 55 E 59TH STREET NY NY 10022 SENIOR PROGRAM OFFIC 40.00 200500 46053 0 JANE CARMODY 55 E 59TH STREET NY NY 10022 PROGRAM OFFICER 40.00 167200 64468 0 NANCY WEXLER 55 E 59TH STREET NY NY 10022 PROGRAM OFFICER 40.00 175100 54969 0 MARK BARREIRO 55 E 59TH STREET NY NY 10022 SENIOR GRANTS OFFICE 40.00 133950 36542 0 6 GOLDMAN SACHS & COMPANY 200 WEST STREET NEW YORK NY 10282 INVESTMENT ADVISOR & MANAGERS 1533695 NON-US EQUITY MANAGERS PORTFOLIO 4 200 WEST STREET NEW YORK NY 10282 INVESTMENT MANAGER 249047 CANTILLON CAPITAL MANAGEMENT 499 PARK AVE 9TH FL NEW YORK NY 10022 INVESTMENT MANAGER 213027 EAGLE DYNAMIC 499 PARK AVE 17TH FL NEW YORK NY 10022 INVESTMENT MANAGER 199104 MCDONALD DYNAMIC EQUITY 200 WEST STREET NEW YORK NY 10282 INVESTMENT MANAGER 183655 29 AGING AND HEALTH - COMMUNICATION & DISSEMINATION INITIATIVE RENEWAL 1014386 AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES 100200 0 573115275 0 0 573115275 0 0 573115275 8596729 564518546 28225927 28225927 297010 297010 27928917 26289 27955206 0 27955206 27118676 0 52835 27171511 0 27171511 27955206 23942820 0 0 27171511 23942820 0 0 3228691 0 0 0 0 0 0 0 0 24726515 0 0 0 PRESIDENT THE JOHN A HARTFORD FOUND 55 EAST 59TH STREET NEW YORK NY 10022 2128327788 APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. NO DEADLINES GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE. American Geriatrics Society Inc 40 Fulton Street 18th Floor New York NY 10038 PC Catalyzing Emergency Department Enhancements for Older Adults: Geriatric Emergency Department Collaborative (GEDC 2.0), Phase 2 264122 Case Western Reserve University 10900 Euclid Avenue Cleveland OH 441067015 PC Age-Friendly Health Systems: Ambulatory Care Continuum Implementation 940350 Center for Health Care Strategies Inc 200 American Metro Boulevard Suite119 Hamilton NJ 08619 PC Development of the Better Care Playbook, Phase V 101742 Education Development Center Inc 43 Foundry Avenue Waltham MA 02458 PC National Collaboratory to Address Elder Mistreatment 447191 Emergency Medicine Foundation 4950 West Royal Lane Irving TX 750632524 PC Catalyzing Emergency Department Enhancements for Older Adults: Geriatric Emergency Department Accreditation (GEDA) 204612 Emergency Medicine Foundation 4950 West Royal Lane Irving TX 750632524 PC Geriatrics Emergency Department Accreditation: Expansion Phase II 261149 FrameWorks Institute 1333 H Street NW Suite 700 West Washington DC 20005 PC Skilled, Long Term Framing: Building Capacity to Communicate about Nursing Homes 499883 Health Research and Educational Trust 155 North Wacker Suite 400 Chicago IL 60606 PC Next Generation Leaders Transformation Institute: 1) Developing Age-Friendly Health Systems Leadership; 2) Transforming HRETs HIIN Hospitals to Become More Age-Friendly 6015 Hebrew Home for the Aged at Riverdale Foundation 5901 Palisade Avenue Riverdale NY 10471 PC Evaluation of the Weinberg Center for Elder Justices Shelter Model 175000 Icahn School of Medicine at Mount Sinai One Gustave L Levy Place New York NY 10029 PC Scaling and Dissemination of Hospital at Home 962909 Icahn School of Medicine at Mount Sinai One Gustave L Levy Place New York NY 10029 PC Scaling and Dissemination of Hospital at Home in the Time of COVID-19 and Beyond 553564 Institute for Healthcare Improvement 53 State Street 19th Floor Boston MA 02109 PC COVID-19 Rapid Response Network for Nursing Homes 299010 Institute for Healthcare Improvement 53 State Street 19th Floor Boston MA 02109 PC Age-Friendly Health Systems Initiative, Phase II 709143 Institute for Healthcare Improvement 53 State Street 19th Floor Boston MA 02109 PC Age-Friendly Health Systems Initiative, Phase II 677028 Milken Institute 1250 Fourth Street 2nd Floor Santa Monica CA 90401 PC Alliance to Improve Dementia Care 100000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC The Quality of Care in Nursing Homes: Getting Ahead of the Crises 654545 National Association of Area Agencies on Aging Inc 1100 New Jersey Avenue SE Suite 350 Washington DC 20003 PC Aging and Disability Business Institute, Phase 2: Advancing Integration, Partnerships and Payment Models Between Social Services and Health Systems 925244 National Committee for Quality Assurance 1100 13th Street NW 3rd Floor Washington DC 20005 PC Demonstration of Person-Driven Outcome Measures for an Age-Friendly Health System 482166 National PACE Association 675 North Washington Street Alexandria VA 22314 PC PACE 2.0 Growth Strategy Implementation 214584 Regents of the University of California San Francisco 550 16th Street 7th Floor San Francisco CA 94143 PC Implementation, Scaling and Impact of the 4Ms in an IT-enabled Health Care System 456506 Research Foundation for Mental Hygiene Inc Riverview Center Menands NY 12204 PC Health and Aging Policy Fellows Program 604434 Trust for America's Health 1730 M Street NW Suite 900 Washington DC 20036 PC Expanding Age-Friendly Public Health Systems, Phase II 990163 Yale University PO Box 208229 New Haven CT 065208229 PC Patient Priorities Care: Dissemination and Scaling 750042 Benjamin Rose Institute on Aging 11890 Fairhill Road Cleveland OH 44120 PC Dissemination of Best Practice Caregiving: Guiding Organizations to Dementia Programs for Family Caregivers 167055 Center for Health Care Strategies Inc 200 American Metro Boulevard Suite119 Hamilton NJ 08619 PC Helping States Support Family Caregivers Caring for an Aging America, Phase II 280540 Center for Health Policy DevelopmentNational Academy State Health Policy 2 Monument Square Suite 910 Portland ME 20036 PC The RAISE Act Family Caregiver Resource and Dissemination Center 848020 Diverse Elders Coalition (Fiscal Sponsor SAGE) 305 Seventh Avenue 15th Floor New York NY 10001 PC Addressing Unmet Family Caregiving Needs in Diverse Older Communities 607468 Johns Hopkins University School of Medicine Baltimore MD 21231 PC Engaging Family Caregivers through Shared Access to the Electronic Health Record: Planning for Transformational Change 227665 University of California Los Angeles 10920 Wilshire Boulevard 5th Floor Los Angeles CA 900246502 PC Dissemination of the UCLA Alzheimers and Dementia Care Program 529034 Rush University Medical Center 1201 W Harrison St Suite 300 Chicago IL 60607 PC A Model for Caregiver Health and Wellness in Age-Friendly Health Systems, Planning Grant 325302 Center for Health Policy DevelopmentNational Academy State Health Policy 2 Monument Square Suite 910 Portland ME 20036 PC Supporting the Continuum of Palliative Care: A Resource Hub for State Policymakers 19276 Center for Health Policy DevelopmentNational Academy State Health Policy 2 Monument Square Suite 910 Portland ME 20036 PC Expanding and Sustaining the Continuum of Care: A Resource Hub for State Policymakers 287949 Icahn School of Medicine at Mount Sinai One Gustave L Levy Place New York NY 10029 PC The Center to Advance Palliative Care (CAPC): Improving Access to Quality Palliative Care 666374 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC Roundtable on Quality Care for People with Serious Illness, Phase II 83334 Twin Cities Public Television Inc 172 East 4th Street Saint Paul MN 551011400 PC Television Documentary Production and Distribution: "Fast Forward" 19200 Twin Cities Public Television Inc 172 East 4th Street Saint Paul MN 551011400 PC Project Title Television Documentary Fast-Forward Outreach and Impact 356700 University of Washington Grant and Contract Services Seattle WA 981046613 PC Building Public Engagement and Access to Palliative & End-of-Life Care for Persons Living with Serious Illness 319146 University of Washington Grant and Contract Services Seattle WA 981046613 PC Building Public Engagement and Access to Palliative & End-of-Life Care for Persons Living with Serious Illness 1200537 Center for Medicare Advocacy Inc PO Box 350 Willimantic CT 06226 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 Community Catalyst Inc One Federal Street Floor 5 Boston MA 02110 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 Grantmakers In Aging C/O CliftonLarsonAllen LLP Arlington VA 22203 PC Core Support Renewal 40389 Grantmakers In Aging C/O CliftonLarsonAllen LLP Arlington VA 22203 PC Core Support Renewal: Developing the Lens in Philanthropy and Beyond 154110 Justice in Aging 1330 Broadway Suite 525 Oakland CA 94612 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC Healthy Longevity Global Competition 150000 Paraprofessional Healthcare Institute Inc 400 East Fordham Road 11th Floor Bronx NY 10458 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 Gerontological Society of America 1220 L Street NW Suite 901 Washington DC 20005 PC Sustaining the Reframing Aging Initiative 200000 Henry J Kaiser Family Foundation 185 Berry Street Suite 2000 San Francisco CA 94107 PC Highlighting Aging & Health: The Older Adult Reporting Project 855616 Project HOPE - The People-to-People Health Foundation Inc 7500 Old Georgetown Road Suite 600 Bethesda MD 20814 PC Publishing and Disseminating Lessons on Innovations in Health Care to Support Age-Friendly Health 270538 American College of Surgeons 633 N Saint Clair Street Chicago IL 60611 PC Geriatric Surgery Verification and Quality Improvement Program 210014 American Federation for Aging Research Inc 55 West 39th Street 16th Floor New York NY 10018 PC Paul B. Beeson Career Development Awards in Aging Research Partnership Renewal 227117 Wake Forest University Health Sciences School of Medicine WinstonSalem NC 271571052 PC Integrating Geriatrics into the Specialties of Internal Medicine Renewal:Capitalizing on Forward Momentum 8250 Age Friendly Foundation Inc 204 2nd Avenue Waltham MA 02451 PC 2020 Revolutionize Conference 15000 Age Friendly Foundation Inc 204 2nd Avenue Waltham MA 02451 PC Bradesco Longevity Forum 5000 Age Friendly Foundation Inc 204 2nd Avenue Waltham MA 02451 PC Building a Coordinated Age-Friendly Ecosystem: A Working Discussion Conference - Supplement Other Conference-related Efforts 12150 Brandeis University 415 South Street MS 085 Waltham MA 02453 PC Council on Health Care Economics and Policy, 2020 Princeton Conference 20000 Camden Coalition of Healthcare Providers 800 Cooper Street 8th Floor Camden NJ 08102 PC Putting Care at the Center Conference 3000 Education Development Center Inc 43 Foundry Avenue Waltham MA 02458 PC Age-Friendly Ecosystem Convening Consultation 7034 Gerontological Society of America 1220 L Street NW Suite 901 Washington DC 20005 PC Sponsorship of a COVID-19 Winter Issue of Public Policy & Aging Report 1500 Gerontological Society of America 1220 L Street NW Suite 901 Washington DC 20005 PC 2020 Annual Scientific Meeting Online 15000 Grantmakers In Aging C/O CliftonLarsonAllen LLP Arlington VA 22203 PC Annual Conference 25000 Hebrew Home for the Aged at Riverdale Foundation 5901 Palisade Avenue Riverdale NY 10471 PC The Art of Aging 103rd Annual Gala 14000 Medicare Rights Center Inc 266 West 37th Street 3rd Floor New York NY 10018 PC Annual Awards Virtual Event 1000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC Aging, Disability and Independence Forum 25000 New York Academy of Medicine 1216 Fifth Avenue New York NY 100295293 PC Annual Fund 10000 New York University 70 Washington Square South New York NY 10010 PC NICHE Conference Bronze Sponsorship 10000 United Hospital Fund of New York 1411 Broadway 12th Floor New York NY 100183496 PC 2020 Gala 1000 American Telemedicine Association 901 N Glebe Road Suite 850 Arlington VA 22203 PC Telehealth post-COVID-19 Campaign 50000 Center for Health Care Strategies Inc 200 American Metro Boulevard Suite119 Hamilton NJ 08619 PC Playbook Strategy for Dually Eligible Beneficiaries 10000 CNAS For Quality Care Corp 6079 CL 299 Carl Junction MO 64834 PC Certified Nursing Assistant (CNA) Staffing Summit 2500 Convergence Center for Policy Resolution 1133 19th Street NW Suite 410 Washington DC 20036 PC Rethinking Care of Older Adults, Phase I 15000 Montana State University Foundation 1501 South 11th Avenue Bozeman MT 59715 PC Determining the Impact of COVID-19 Pandemic on the Nursing Workforce in the U.S. 30000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC NAM Vital Directions for Health & Health Care 2.0 50000 National Council of Young Men's Christian Associations of the USA 101 N Wacker Drive 16th Floor Chicago IL 60606 PC Healthy Aging, the Y, and COVID-19 50000 National Medical Association Inc 8403 Colesville Road Suite 820 Silver Spring MD 209103397 PC Support to address and eliminate health disparities. 50000 The Urban Institute 500 LEnfant Plaza SW Washington DC 20024 PC Roundtable on Caring for Older Adults after COVID-19 10000 University of Maryland Baltimore Saratoga Office Building Baltimore MD 21201 PC Catalyzing Collaboration Between an Age-Friendly University and an Academic Health System to Foster Interprofessional Education Programs 10000 AcademyHealth 1666 K Street NW Suite 1100 Washington DC 20006 PC Annual Support 2000 Grantmakers In Aging C/O CliftonLarsonAllen LLP Arlington VA 22203 PC Annual Support 10000 Grantmakers In Health 1100 Connecticut Avenue NW Suite 1100 Washington DC 20036 PC Annual Support 17000 Hispanics in Philanthropy 414 13th Street Suite 200 Oakland CA 94612 PC Annual Membership Support 5000 LeadingAge Inc 2519 Connecticut Avenue NW Washington DC 20008 PC Inaugural Annual Support 1100 Philanthropy New York Inc 320 East 43rd Street New York NY 10017 PC Annual Support 19750 Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders (SAGE) 305 Seventh Avenue 15th Floor New York NY 10001 PC Annual Support 5000 Various Matching Grants 55 East 59th Street New York NY 10022 PC General Support 681383 Various Discretionary Grants 55 East 59th Street New York NY 10022 PC General Support 68000 21384453 Case Western Reserve University 10900 Euclid Avenue Cleveland OH 441067015 PC Age-Friendly Health Systems: Ambulatory Care Continuum Implementation 2435164 Emergency Medicine Foundation 4950 West Royal Lane Irving TX 750632524 PC Geriatrics Emergency Department Accreditation: Expansion Phase II 514047 FrameWorks Institute 1333 H Street NW Suite 700 West Washington DC 20005 PC Skilled, Long Term Framing: Building Capacity to Communicate about Nursing Homes 499883 Icahn School of Medicine at Mount Sinai One Gustave L Levy Place New York NY 10029 PC Scaling and Dissemination of Hospital at Home in the Time of COVID-19 and Beyond 1578558 Institute for Healthcare Improvement 53 State Street 19th Floor Boston MA 02109 PC COVID-19 Rapid Response Network for Nursing Homes 299010 Milken Institute 1250 Fourth Street 2nd Floor Santa Monica CA 90401 PC Alliance to Improve Dementia Care 100000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC The Quality of Care in Nursing Homes: Getting Ahead of the Crises 1200000 National PACE Association 675 North Washington Street Alexandria VA 22314 PC PACE 2.0 Growth Strategy Implementation 500000 Regents of the University of California 550 16th Street 7th Floor San Francisco CA 94143 PC Implementation, Scaling and Impact of the 4Ms in an IT-enabled Health Care System 1010967 Trust for America's Health 1730 M Street NW Suite 900 Washington DC 20036 PC Expanding Age-Friendly Public Health Systems, Phase II 2349358 Center for Health Care Strategies Inc 200 American Metro Boulevard Suite119 Hamilton NJ 08619 PC Helping States Support Family Caregivers Caring for an Aging America, Phase II 460468 Rush University Medical Center 1201 W Harrison St Suite 300 Chicago IL 60607 PC A Model for Caregiver Health and Wellness in Age-Friendly Health Systems, Planning Grant 537691 Center for Health Policy Development 2 Monument Square Suite 910 Portland ME 20036 PC Expanding and Sustaining the Continuum of Care: A Resource Hub for State Policymakers 537428 Twin Cities Public Television Inc 172 East 4th Street Saint Paul MN 551011400 PC Project Title Television Documentary Fast-Forward Outreach and Impact 356700 Center for Medicare Advocacy Inc PO Box 350 Willimantic CT 06226 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 Community Catalyst Inc One Federal Street Floor 5 Boston MA 02110 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 Grantmakers In Aging C/O CliftonLarsonAllen LLP Arlington VA 22203 PC Core Support Renewal: Developing the Lens in Philanthropy and Beyond 309503 Justice in Aging 1330 Broadway Suite 525 Oakland CA 94612 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC Healthy Longevity Global Competition 150000 Paraprofessional Healthcare Institute Inc 400 East Fordham Road 11th Floor Bronx NY 10458 PC Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support 200000 Project HOPE - The People-to-People Health Foundation Inc 7500 Old Georgetown Road Suite 600 Bethesda MD 20814 PC Publishing and Disseminating Lessons on Innovations in Health Care to Support Age-Friendly Health 520190 Age Friendly Foundation Inc 204 2nd Avenue Waltham MA 02451 PC 2020 Revolutionize Conference 15000 Age Friendly Foundation Inc 204 2nd Avenue Waltham MA 02451 PC Bradesco Longevity Forum 5000 Age Friendly Foundation Inc 204 2nd Avenue Waltham MA 02451 PC Building a Coordinated Age-Friendly Ecosystem: A Working Discussion Conference - Supplement Other Conference-related Efforts 12150 Brandeis University 415 South Street MS 085 Waltham MA 02453 PC Council on Health Care Economics and Policy, 2020 Princeton Conference 20000 Camden Coalition of Healthcare Providers 800 Cooper Street 8th Floor Camden NJ 08102 PC Putting Care at the Center Conference 3000 Education Development Center Inc 43 Foundry Avenue Waltham MA 02458 PC Age-Friendly Ecosystem Convening Consultation 7034 Gerontological Society of America 1220 L Street NW Suite 901 Washington DC 20005 PC Sponsorship of a COVID-19 Winter Issue of Public Policy & Aging Report 1500 Gerontological Society of America 1220 L Street NW Suite 901 Washington DC 20005 PC 2020 Annual Scientific Meeting Online 15000 Grantmakers In Aging C/O CliftonLarsonAllen LLP Arlington VA 22203 PC Annual Conference 25000 Hebrew Home for the Aged at Riverdale Foundation 5901 Palisade Avenue Riverdale NY 10471 PC The Art of Aging 103rd Annual Gala 14000 Medicare Rights Center Inc 266 West 37th Street 3rd Floor New York NY 10018 PC Annual Awards Virtual Event 1000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC Aging, Disability and Independence Forum 25000 New York Academy of Medicine 1216 Fifth Avenue New York NY 100295293 PC Annual Fund 10000 New York University 70 Washington Square South New York NY 10010 PC NICHE Conference Bronze Sponsorship 10000 United Hospital Fund of New York 1411 Broadway 12th Floor New York NY 100183496 PC 2020 Gala 1000 American Telemedicine Association 901 N Glebe Road Suite 850 Arlington VA 22203 PC Telehealth post-COVID-19 Campaign 50000 Center for Health Care Strategies Inc 200 American Metro Boulevard Suite119 Hamilton NJ 08619 PC Playbook Strategy for Dually Eligible Beneficiaries 10000 CNAS For Quality Care Corp 6079 CL 299 Carl Junction MO 64834 PC Certified Nursing Assistant (CNA) Staffing Summit 2500 Convergence Center For Policy Resolution 1133 19th Street NW Suite 410 Washington DC 20036 PC Rethinking Care of Older Adults, Phase I 15000 Montana State University Foundation 1501 South 11th Avenue Bozeman MT 59715 PC Determining the Impact of COVID-19 Pandemic on the Nursing Workforce in the U.S. 30000 National Academy of Sciences 500 Fifth Street NW Washington DC 20001 PC NAM Vital Directions for Health & Health Care 2.0 50000 National Council of Young Men's Christian Associations of the USA 101 N Wacker Drive 16th Floor Chicago IL 60606 PC Healthy Aging, the Y, and COVID-19 50000 National Medical Association Inc 8403 Colesville Road Suite 820 Silver Spring MD 209103397 PC Support to address and eliminate health disparities. 50000 The Urban Institute 500 LEnfant Plaza SW Washington DC 20024 PC Roundtable on Caring for Older Adults after COVID-19 10000 University of Maryland Baltimore Saratoga Office Building Baltimore MD 21201 PC Catalyzing Collaboration Between an Age-Friendly University and an Academic Health System to Foster Interprofessional Education Programs 10000 AcademyHealth 1666 K Street NW Suite 1100 Washington DC 20006 PC Annual Support 2000 Grantmakers In Aging C/O CliftonLarsonAllen LLP Arlington VA 22203 PC Annual Support 10000 Grantmakers In Health 1100 Connecticut Avenue NW Suite 1100 Washington DC 20036 PC Annual Support 17000 Hispanics in Philanthropy 414 13th Street Suite 200 Oakland CA 94612 PC Annual Membership Support 5000 LeadingAge Inc 2519 Connecticut Avenue NW Washington DC 20008 PC Inaugural Annual Support 1100 Philanthropy New York Inc 320 East 43rd Street New York NY 10017 PC Annual Support 19750 Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders (SAGE) 305 Seventh Avenue 15th Floor New York NY 10001 PC Annual Support 5000 Various Matching Grants 55 East 59th Street New York NY 10022 PC General Support 681383 Various Discretionary Grants 55 East 59th Street New York NY 10022 PC General Support 68000 Massachusetts General Hospital 55 Fruit Street Boston MA 02114 PC Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy 518947 15929331 14 63465 14 5817962 525990 -487 18 17631275 GRANT REFUNDS 26289 GRANT CANCELLATIONS 63708 INV LOSS SUBJECT TO UBIT 525990 -32120 14 32120 -32607 23544822 89997 23602212 11 GRANT REFUNDS/CANCELLATIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 37000 18500 18500 OFFICE CONDOMINIUM 1998-01-01 4643452 4538992 SL 20.000000000000 5646 0 FURNITURE AND EQUIPMENT 2018-01-01 694111 522876 SL 5.000000000000 42868 0 VANGUARD TOTAL BOND MARKET ETF 43659253 43659253 SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 10966796 10966796 ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD 20079178 20079178 EATON VANCE INC FD BSTN-IN 19710808 19710808 ACI WORLDWIDE INC COM STK 531448 531448 ADR ENDAVA PLC ADS 289271 289271 ADR SILICON MOTION TECHNOLOGY CORP 486604 486604 AERCAP HOLDINGS N.V. EUR0.01 387977 387977 AGREE RLTY CORP COM 129831 129831 ALAMO GROUP INC COM 202235 202235 ALLEGIANT TRAVEL CO COM 184509 184509 ALPHABET INC CAP STK USD0.001 CL C 2272188 2272188 ALPHABET INC CAPITAL STOCK USD0.001 CL A 497750 497750 AMAZON COM INC COM 1768513 1768513 AMERIS BANCORP COM 228039 228039 AMERISAFE INC COM 152075 152075 ANTHEM INC COM 765800 765800 AON PLC 1483538 1483538 ASHLAND GLOBAL HLDGS INC COM 13306 13306 ATRICURE INC COM STK 227301 227301 AVIENT CORPORATION 299643 299643 BALCHEM CORP COM 188154 188154 BERKSHIRE HATHAWAY INC-CL B 1613120 1613120 BGC PARTNERS INC CL A CL A 263052 263052 BOOT BARN HLDGS INC COM 134936 134936 BROOKS AUTOMATION INC COM 149270 149270 BWX TECHNOLOGIES INC COM 399415 399415 CACI INTL INC CL A CL A 143365 143365 CALAVO GROWERS INC COM 187461 187461 CAPITAL ONE FINL CORP COM 431381 431381 CASTLE BIOSCIENCES INC COM 85616 85616 CATHAY GENERAL BANCORP INC COM 188022 188022 CBIZ INC COM 535127 535127 CENT GARDEN & PET CO CL A 199306 199306 CENTRAL GARDEN & PET CO COM 44363 44363 CERENCE INC COM 140672 140672 CHANGE HEALTHCARE INC COM 466175 466175 CHURCHILL DOWNS INC COM 166545 166545 CHUYS HOLDINGS INC COM USD0.01 77801 77801 CIRCOR INTL INC COM 376558 376558 CITIGROUP INC COM NEW COM NEW 1755152 1755152 COHEN & STEERS INC COM 215842 215842 COLFAX CORP COM US .01 476853 476853 COLUMBIA BKG SYS INC COM 463290 463290 COMCAST CORP NEW-CL A 2169465 2169465 COMMUNITY HEALTHCARE TR INC REIT 360392 360392 COMPASS MINERALS INTL INC COM 111158 111158 COVETRUS INC COM 237737 237737 CRYOLIFE INC COM 156770 156770 CRYOPORT INC COM PAR $0.001 COM 135677 135677 DESCARTES SYS GROUP INC COM 110176 110176 DISH NETWORK CORP CL A COM STK 523067 523067 EMERGENT BIOSOLUTIONS INC COM 235200 235200 ESCO TECHNOLOGIES INC 232658 232658 FACEBOOK INC COM USD0.000006 CL 'A' 1484078 1484078 FB FINL CORP COM 407001 407001 FIRST MERCHANTS CORP COM 488088 488088 FIVE BELOW INC COM USD0.01 194403 194403 GEN MTRS CO COM 703258 703258 GENERAL ELECTRIC CO 1405069 1405069 GLACIER BANCORP INC NEW COM 240862 240862 GLOBUS MED INC CL A NEW COM STK 275228 275228 GQG PARTNERS EMERGING MKT EQUITY FUND 11355897 11355897 GRAND CANYON ED INC COM STK 274954 274954 HAEMONETICS CORP MASS COM 160313 160313 HALOZYME THERAPEUTICS INC COM 155892 155892 HEALTHEQUITY INC COM 211570 211570 HEARTLAND EXPRESS INC COM 127334 127334 HELEN TROY LTD COM STK 147534 147534 HELIOS TECHNOLOGIES INC 209643 209643 HILTON WORLDWIDE HLDGS INC COM NEW COM NEW 988100 988100 HORACE MANN EDUCATORS CORP COM 213101 213101 HOSTESS BRANDS INC CL A CL A 453986 453986 HOULIHAN LOKEY INC CL A CL A 192748 192748 HOWARD HUGHES CORP COM STOCK 314773 314773 ICF INTL INC COM STK 168506 168506 ICU MED INC COM 115181 115181 IDACORP INC COM 176119 176119 INTEGRA LIFESCIENCES HLDG CORP COM DESP 191644 191644 ISHARES MSCI EAFE INTERNATIONAL K 29684170 29684170 J2 GLOBAL INC COM 623848 623848 KAMAN CORP COM 316500 316500 KAR AUCTION SVCS INC COM STK 424420 424420 LHC GROUP INC COM 195401 195401 LIBERTY BROADBAND CORP COM SER C COM SERC 1571347 1571347 LIGAND PHARMACEUTICALS INCORPORATED CL B 448122 448122 LITHIA MTRS INC CL A CL A 351789 351789 LITHIA MTRS INC CL A CL A 462711 462711 LYONDELLBASELL IND N V COM USD0.01 CL 'A' 322368 322368 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK 286208 286208 MARRIOTT INTL INC NEW COM STK CL A 1587789 1587789 MEDICAL PPTYS TR INC COM REIT 292727 292727 MEDPACE HLDGS INC COM 199752 199752 MERIDIAN BANCORP INC MD COM 86985 86985 MICROSOFT CORP COM 2553826 2553826 MINERALS TECHNOLOGIES INC COM 160891 160891 MLP RATTLER MIDSTREAM LP COM NPV 155093 155093 MORGAN STANLEY COM STK USD0.01 1143697 1143697 NATIONAL HEALTH INVS INC COM 167115 167115 NETFLIX INC COM STK 869494 869494 NEWMARK GROUP INC CL A CL A 144225 144225 NEXSTAR MEDIA GROUP INC CL A CL A 516032 516032 NORTHWESTERN CORP COM NEW COM NEW 200936 200936 NOVANTA INC NOVANTA INC 201920 201920 OCEANFIRST FINL CORP COM 102260 102260 OLLIES BARGAIN OUTLET HLDGS INC COM 155363 155363 OSI SYS INC COM 265957 265957 OXFORD INDS INC COM 116280 116280 OXFORD INDS INC COM 323161 323161 PAC PREMIER BANCORP COM 207060 207060 PAC PREMIER BANCORP COM 484863 484863 PACWEST BANCORP DEL COM 556438 556438 PATRICK INDS INC COM 241822 241822 PAYLOCITY HLDG CORP COM 270360 270360 PERFORMANCE FOOD GROUP CO COM 278519 278519 PHREESIA INC COM 229140 229140 PHYSICIANS RLTY TR COM 252440 252440 PQ GROUP HLDGS INC COM 41825 41825 PRIMORIS SVCS CORP COM 193822 193822 PROGYNY INC COM 179055 179055 PROOFPOINT INC COM 151279 151279 PROVIDENCE NAME CHANG WITH CUSIP CHANG MODVICARE 2N1CAR3 1-7-2021 493107 493107 QTS RLTY TR INC COM CL A COM CL A 208350 208350 RAPID7 INC COM 267775 267775 RBC BEARINGS INC COM 247254 247254 RITCHIE BROS AUCTIONEERS INC COM 280287 280287 ROGERS CORP COM 83080 83080 RYMAN HOSPITALITY PPTYS INC COM 111804 111804 SEACOAST BKG CORP FLA COM NEW COM NEW 241549 241549 SHYFT GROUP INC COM 74611 74611 SILGAN HLDGS INC COM 98929 98929 SILGAN HLDGS INC COM 499097 499097 SILICON LABORATORIES INC COM 261684 261684 SITEONE LANDSCAPE SUPPLY INC COM 138801 138801 SKYLINE CHAMPION CORPORATION COM USD0.0277 236846 236846 SPECTRUM BRANDS HLDGS INC COM USD0.01 129527 129527 STAG INDL INC COM 268099 268099 STARWOOD PROPERTY TRUST INC COM REIT 473120 473120 STIFEL FINL CORP COM 275865 275865 SUPERNUS PHARMACEUTICALS INC COM STK 140971 140971 SYNEOS HEALTH INC COM 276948 276948 TELEDYNE TECHNOLOGIES INC COM 54093 54093 TEXAS ROADHOUSE INC COMMON STOCK 323973 323973 TRINITY IND INC COM 225925 225925 UFP INDUSTRIES INC COM USD1.00 248197 248197 UNITEDHEALTH GROUP INC COM 1227731 1227731 US ECOLOGY INC COM 112369 112369 VANGUARD INDEX FUNDS S&P 500 ETF SHSNEW 111632574 111632574 VERACYTE INC COM 180540 180540 VERINT SYS INC COM 481412 481412 VERRA MOBILITY CORP 58511 58511 VIAVI SOLUTIONS INC COM NPV 199916 199916 VIPER ENERGY PARTNERS LP COM UNIT REPSTGLTD PARTNER INT 130760 130760 WABTEC CORP COM 269010 269010 WALT DISNEY CO 982177 982177 WELLS FARGO & CO NEW COM STK 1688631 1688631 WILLSCOT MOBILE MINI HLDGS CORP COM 119511 119511 WOLVERINE WORLD WIDE INC COM 116406 116406 WOODWARD INC COM 342107 342107 WPX STOCK MERGER DEVON 2276844 01-07-2021 137328 137328 9860866 9860866 0 0 OAKTREE EMERGING MARKETS EQUITY FUND (CAYMAN) LP FMV 14328797 14328797 CF ARTISAN FOCUS DYNAMIC FMV 6000000 6000000 CF GS ARTISAN DYNAMIC EQUITY ( GLOBAL EQUITY) OFFSHORE LP DNE FUND FMV 18183589 18183589 CF CANTILLON GLOBAL EQTY FD CLS S1 USD FMV 19293144 19293144 CF ARROWSTREET CAPITAL GLOBAL EQUITY FMV 1122834 1122834 CF ARROWSTREET CAPITAL GLOBAL EQUITY FMV 495269 495269 CF AUTONOMY GBL MACRO FUND LTD FMV 1488775 1488775 CF CANDLESTICK CAYMAN FEEDER LTD CL A SER 1 E FMV 6357262 6357262 CF CANUTE OFFSHORE, LTD FMV 10903097 10903097 CF CRABEL SPC LTD A FEE 1 SER 258 FD FMV 1002694 1002694 CF CRABEL SPC LTD A FEE 1 SER 261 FD FMV 3039703 3039703 CF DES O HOLDINGS OFFSHORE LTD CLASS NIE-SER8 FMV 9837243 9837243 CF EGERTON LG SHORTT FD (USD) LTD CL B/1 FUND FMV 1354575 1354575 CF EGERTON LONG SHORT FUND (USD) LTD CL C/1 FUND FMV 6296672 6296672 CF EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N SR 1018 FMV 2128606 2128606 CF EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N BENCHMARK FMV 9074592 9074592 CF HG VORA SPECIAL OPPORTUNITIES FUND, LTD CL A FMV 8674039 8674039 CF HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS A FMV 7398709 7398709 CF PARK PRESIDIO CAPITAL OFFSHORE FD FMV 2562925 2562925 CF ROKOS GBL MACRO FD LTD CLASS B UR NV FMV 4958353 4958353 CF SILVER POINT CAPITAL OFFSHORE LTD CL H SER 470 FD FMV 7080888 7080888 CF SYSTEMATICA DIVERSIFIED LTD CL A USD NON VOTING FD FMV 3302169 3302169 CF TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD FMV 8300730 8300730 CF ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND (FEEDER)LTD FMV 4535214 4535214 CF GS ONON US EQTY MANGERS PORTFOLIO 4 OFFSHORE LP DNE FD FMV 50032187 50032187 CF MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP FMV 22358165 22358165 AG ASIA REALTY HOLDINGS LP FMV 691182 691182 AG CORE PLUS REALTY FUND II, LP FMV 186014 186014 AG REALTY FUND VII (TE), LP FMV 231521 231521 AG CAPITAL RECOVERY PARTNERS VI, LP FMV 6618 6618 BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP FMV 6860076 6860076 PRIVATE CREDIT MANAGERS II OFFSHORE LP FMV 7312632 7312632 PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 1434443 1434443 PRIVATE EQUITY MANAGERS 2013 OFFSHORE FMV 7432571 7432571 PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP FMV 6183350 6183350 PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP FMV 7238527 7238527 PRIVATE EQUITY MANAGERS 2016 OFFSHORE FMV 6953165 6953165 PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP FMV 18586987 18586987 PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP FMV 7539766 7539766 PRIVATE EQUITY MANAGERS 2019 OFFSHORE FMV 3966853 3966853 PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP FMV 512807 512807 VINTAGE VI OFFSHORE LP FMV 6783974 6783974 OFFICE CONDOMINIUM 4643452 4544638 98814 FURNITURE AND EQUIPMENT 694111 565744 128367 LEGAL 4991 0 4991 INTEREST AND DIVIDENDS RECEIVABLE 44591 30899 30899 PREPAID TAXES 159136 INSURANCE 61076 7569 64018 OFFICE COPIER MAILING AND FAX 13427 604 12680 OFFICE & COMPUTER SUPPLIES 139988 6299 152379 GRANT RELATED EXPENSES 70452 0 72016 DIRECT CHARITABLE 1114586 0 1115547 GRANT REFUNDS 26289 26289 GRANT CANCELLATIONS 63708 63708 NET CHANGE IN UNREALIZED GAIN ON SECURITIES (NET OF DEFERRED TAX) 46458499 DEFERRED FEDERAL EXCISE TAX PAYABLE 2030607 2685483 CURRENT FEDERAL EXCISE TAX PAYABLE 0 55053 INVESTMENT MANAGERS FEES 533817 533817 0 CUSTODIAN BANK FEES 142646 142646 0 CONSULTING & EMPLOYMENT FEES 166064 0 156896 INVESTMENT ADVISORY FEES 1225295 1225295 0 EXCISE AND UNRELATED BUSINESS INCOME TAXES 298184 0 0