FURP.ORG / PUBLIC DATA EXPLORER

SURDNA FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SURDNA FOUNDATION INC (EIN 13-6108163)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202141379349102229
Schema version
2019v5.1
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)
Return2021-05-17T15:23:59-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136108163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURDNA FOUNDATION INCBusinessNameLine1Txt
Business Name Line2ATT MARC DE VENOGEBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% MATTHEW WALEGIR CONTROLLERInCareOfNm
Business Name ControlSURDBusinessNameControlTxt
Phone2125570010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUE FL 25AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARC DE VENOGEPersonNm
Person Titlevp finance & admin.PersonTitleTxt
Phone2125570010PhoneNum
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$997,976,972FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$321,765InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$321,765InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,228,040DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,018,715DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,327,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$128,858,401GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,607,607CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$66,515,036OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$538,242OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$71,392,126TotalRevAndExpnssAmt
Total Net Invst Incm$49,409,845TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,235,511CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$138,548CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,004,598CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,852,873OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,852,873OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,386,077PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$28,850PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,337,994PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$81,415LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$49,143LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$32,272LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$104,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$79,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,647,818OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,203,480OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,444,338OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$305,321TaxesRevAndExpnssAmt
Taxes Net Invst Incm$473,889TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$225,641DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$916,049OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$916,049OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$654,827TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$654,827TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$31,854PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$31,854PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$608,093OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,865,610OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$608,093OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,049,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,784,520TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,961,898TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,985,502ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,555,943ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,034,981TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,784,520TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,517,841TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$642,855ExcessRevenueOverExpensesAmt
Net Investment Income$30,625,325NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,816,972SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,710,110SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,710,110SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$149,277PrepaidExpensesBOYAmt
Prepaid Expenses EOY$152,856PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$152,856PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,041,408USGovernmentObligationsBOYAmt
Corporate Stock BOY$63,039,346CorporateStockBOYAmt
Corporate Stock EOY$61,342,346CorporateStockEOYAmt
Corporate Stock EOYFMV$61,342,346CorporateStockEOYFMVAmt
Other Investments BOY$921,024,896OtherInvestmentsBOYAmt
Other Investments EOY$867,155,963OtherInvestmentsEOYAmt
Other Investments EOYFMV$867,155,963OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,791,420LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$685,894LandBldgEquipAccumDeprecAmt
Land BOY$2,704,840LandBOYAmt
Land EOY$2,105,526LandEOYAmt
Land EOYFMV$2,105,526LandEOYFMVAmt
Other Assets BOY$18,787,839OtherAssetsBOYAmt
Other Assets EOY$34,510,171OtherAssetsEOYAmt
Other Assets EOYFMV$34,510,171OtherAssetsEOYFMVAmt
Total Assets BOY$1,028,564,578TotalAssetsBOYAmt
Total Assets EOY$997,976,972TotalAssetsEOYAmt
Total Assets EOYFMV$997,976,972TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,993,988AccountsPayableBOYAmt
Accounts Payable EOY$1,943,680AccountsPayableEOYAmt
Grants Payable BOY$23,504,638GrantsPayableBOYAmt
Grants Payable EOY$40,858,291GrantsPayableEOYAmt
Total Liabilities BOY$25,498,626TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,801,971TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,003,065,952NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$955,175,001NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,003,065,952TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$955,175,001TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,028,564,578TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$997,976,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,003,065,952TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$642,855ExcessRevenueOverExpensesAmt
Subtotal$1,002,423,097SubtotalAmt
Other Decreases$47,248,096OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$955,175,001TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES$113,475,327$95,250,794$18,224,533$18,224,533
NET CAPITAL GAIN FROM PARTNERSHIPS$15,383,074$15,383,074$15,383,074
FieldValueIRS element (for citing)
Capital Gain Net Income$33,607,607CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,540,798AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$989,839,536NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05106DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,477,411AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,009,801,186NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049987DistributionYr2Rt
Adjusted Qlfy Distri Yr3$48,203,643AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$956,120,769NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050416DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,688,415AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$936,709,499NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050911DistributionYr4Rt
Adjusted Qlfy Distri Yr5$43,921,076AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$999,233,846NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043955DistributionYr5Rt
Total Distribution0.246329TotalDistributionRt
Average Distribution0.049266AverageDistributionRt
Net Vl Noncharitable Assets$971,629,499NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$47,868,299AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$306,253NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,174,552AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,186,213QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$306,253InvestmentIncomeExciseTaxAmt
Subtotal$306,253SubtotalAmt
Tax Based On Investment Income$306,253TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,435,684EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,435,684TotalPaymentsAndCreditsAmt
Overpayment$1,129,431OverpaymentAmt
Applied To ES Tax$1,129,431AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SURDNA.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW WALEGIR CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125570010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD CHEN
200 MADISON AVENUE FL 25NEW YORKNY10016PRESIDENT/CEO40.0$535,000$98,636$0
MARC DE VENOGE
200 MADISON AVENUE FL 25NEW YORKNY10016VP FINANCE AND ADMINISTRATION40.0$461,825$96,166$0
JONATHAN GOLDBERG
200 MADISON AVENUE FL 25NEW YORKNY10016DIR. OF LEARNING & GRANT OPER.40.0$241,567$54,963$0
FRANCISCO TORRES-CAMPOS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR. THRIVING CULTURES40.0$203,000$37,922$0
HELEN CHIN
200 MADISON AVENUE FL 25NEW YORKNY10016PRGM DIR -SUSTAINABLE ENVIRON.40.0$210,885$59,343$0
SHUAIB SIDDIQUI
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR OF IMPACT INVESTING40.0$210,000$38,799$0
MANUELA ARCINIEGAS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIRECTOR40.0$170,234$53,921$0
MEKAELIA DAVIS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR - INCLUSIVE ECONO.40.0$203,000$37,959$0
PETER B BENEDICT II
200 MADISON AVENUE FL 25NEW YORKNY10016CHAIRPERSON1.0$0$0$0
CARRA COTE-ACKAH
200 MADISON AVENUE FL 25NEW YORKNY10016VICE CHAIRPERSON1.0$0$0$0
PETER C VOORHEES
200 MADISON AVENUE FL 25NEW YORKNY10016TREASURER/SECRETARY1.0$0$0$0
BRUCE ABERNETHY THRU 1119
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
JUDY BELK
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CAITLIN BOGER-HAWKINS
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
JOCELYN DOWNIE THRU 1119
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CAMERON GRIFFITH
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
KELLY D NOWLIN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TRACY PALANDJIAN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
ELIZABETH SHOGREN FROM 1119
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
MICHAEL S SPENSLEY
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TIMOTHY D THORPE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
GWEN WALDEN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
SHARI T WILSON FROM 1119
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MATTHEW WALEGIR
200 MADISON AVENUE FL 25NEW YORKNY10016CONTROLLER40.0$175,425$55,100$0
ALISON CORWIN
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$150,000$31,004$0
JOSHUA ELLIOTT
200 MADISON AVENUE FL 25NEW YORKNY10016HR MANAGER40.0$125,000$28,004$0
PATRICE GREEN
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$122,596$27,969$0
KELLIE TERRY
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$120,000$35,454$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k11OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CAMBRIDGE ASSOCIATES
100 SUMMER STREETBOSTONMA02110INVESTMENT CONSULT.$1,768,575
THE NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675CUSTODIAL BANK$489,194
SANDS CAPITAL MANAGEMENT
1101 WILSON BOULEVARD SUITE 2300ARLINGTONVA22209INVESTMENT MGMT.$304,115
SILCHESTER
INVESTMENT MGMT.$263,5331 BURTON STREETLONDONUKW1J 6TL
GLOW GLOBAL EVENTS
575 FIFTH AVENUE 14TH FLOORNEW YORKNY10017CONTRACTOR$153,442
FieldValueIRS element (for citing)
Contractor Paid Over50k14ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LOAN TO LIVING CITIES BLENDED CATALYST FUND, LLC (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description1Txt
Expenses1$962,320Expenses1Amt
Description2LOAN TO IMPACT AMERICA FUND II, L.P. (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description2Txt
Expenses2$375,955Expenses2Amt
All Other Program Rltd Invst Tot$298,292AllOtherProgramRltdInvstTotAmt
Total$1,636,567TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$243,312,183AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,879,704AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$717,234,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$986,425,887TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$986,425,887AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,796,388CashDeemedCharitableAmt
Net Vl Noncharitable Assets$971,629,499NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,581,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,581,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$306,253TaxBasedOnInvestmentIncomeAmt
Total Tax$306,253TotalTaxAmt
Distributable Before Adj$48,275,222DistributableBeforeAdjAmt
Recoveries Qualfied Distri$331,020RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,606,242DistributableBeforeDedAmt
Distributable As Adjusted$48,606,242DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,517,841ExpensesAndContributionsAmt
Program Related Invst Total$1,636,567ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$31,805CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$52,186,213QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$306,253PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,879,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,606,242DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,666,516ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$926,689ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$868,690ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$976,841ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,438,736TotalExcessDistributionCyovAmt
Qualifying Distributions$52,186,213QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$48,606,242AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,579,971RemainingDistriFromCorpusAmt
Total Corpus$8,018,707TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,018,707ExcessDistriCyovToNextYrAmt
Excess From Year4$1,666,516ExcessFromYear4Amt
Excess From Year3$926,689ExcessFromYear3Amt
Excess From Year2$868,690ExcessFromYear2Amt
Excess From Year1$976,841ExcessFromYear1Amt
Excess From Current Year$3,579,971ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSURDNA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125570010RecipientPhoneNum
Form And Info And MaterialsSURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. WWW.SURDNA.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH TSubmissionDeadlinesTxt
Restrictions On AwardsSURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES, COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, STRONG LOCAL ECONOMIES AND THRIVING CULTURES. SURDNA SEEKS TO DISMANTLE THE STRUCTURAL BARRIERS THAT LIMIT OPPORTUNITY FOR MANY, HELPING TO CREATE COMMUNITIES THAT ARE PROSPEROUS, CULTURALLY ENRICHING, AND SUSTAINABLE. SEE SURDNA FOUNDATION'S WEBSITE FOR FURTHER DETAIL. HTTPS://SURDNA.ORG/PROSPECTIVE-GRANTEES/RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (374 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
60 Decibels
205 E 42nd StreetNew YorkNY10025No relationshipPFGeneral Support$50,000
Accelerate 500
1400 16th street NWWashingtonDC20009No relationshipPCGeneral Support$50,000
Action Center on Race and the Economy Institute
1901 West Carroll Avenue 3rd FloorChicagoIL60612No relationshipPCGeneral Support$252,000
Adventures In Learning
65 High StreetManhassetNY11030No relationshipPCGeneral Support$2,500
Aeris Insight Inc
100 South Juniper Street Third FloPhiladelphiaPA19107No relationshipPCGeneral Support$50,000
Alaska Community Foundation
3201 C Street Suite 110AnchorageAK99503No relationshipPCGeneral Support$750
Ali Forney Center
224 West 35th StreetNew YorkNY10001No relationshipPCGeneral Support$300
ALIGN the Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No relationshipPCGeneral Support$100,000
Alliance for Global Justice
225 E 26th St Suite 1TucsonAZ85713No relationshipPCGeneral Support$7,500
Alliance For Justice
Eleven Dupont Circle NW Suite 500WashingtonDC20036No relationshipPCGeneral Support$50,000
Allied Media Projects
1426 Third AvenueDetroitMI48201No relationshipPCGeneral Support$770,000
Alternate ROOTS Inc
1270 Caroline StreetAtlantaGA30307No relationshipPCGeneral Support$410,000
Amalgamated Charitable Foundation
1825 K Street NWWashingtonDC20006No relationshipPCGeneral Support$50,000
Amazon Biodiversity Center
PO Box 96503 PMB42410WashingonDC200906503No relationshipPCGeneral Support$10,000
American Civil Liberties Union Foundation Inc
125 Broad St 18New YorkNY10004No relationshipPCGeneral Support$1,500
American Conservation Film Festival
PO Box 889ShepherdstownWV25443No relationshipPCGeneral Support$2,500
American Youth Policy Forum
1200 18th Street NW Suite 1200WashingtonDC20036No relationshipPCGeneral Support$124,321
Amherst College Trustees
Smith House PO Box 5000AmherstMA010025000No relationshipPCGeneral Support$5,000
Angel Foundation
1155 Centre Pointe Drive Suite 7Mendota HeightsMN55120No relationshipPCGeneral Support$5,000
Appalachian Mountain Club
5 Joy StreetBostonMA02108No relationshipPCGeneral Support$10,000
Art Council Inc-For Freedoms
45 Main Street Suite 515BrooklynNY11201No relationshipPCGeneral Support$225,000
Arts Business Collaborative
3802 61ST STWoodsideNY113772540No relationshipPCGeneral Support$650
Asian American Federation
120 Wall Street 9th FloorNew YorkNY10005No relationshipPCGeneral Support$80,445
Asian AmericansPacific Islanders in Philanthropy
300 Frank H Ogawa Plaza Suite 256OaklandCA94612No relationshipPCGeneral Support$50,000
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612No relationshipPCGeneral Support$150,000
Aspen Institute
2300 N Street NWWashingtonDC20037No relationshipPCGeneral Support$270,000
Association for Enterprise Opportunity
1310 L Street NW Suite 830WashingtonDC20005No relationshipPCGeneral Support$200,000
Auburn Theological Seminary
475 Riverside Drive Suite 1800New YorkNY10115No relationshipPCGeneral Support$50,000
Bend International School
63020 OB Riley RoadBendOR97703No relationshipPCGeneral Support$20,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral Support$110,000
Berkeley Repertory Theatre
999 Harrison StreetBerkeleyCA94710No relationshipPCGeneral Support$5,000
Berkshire Resources for Integration of Diverse
17 Main St Suite B3LeeMA01238No relationshipPCGeneral Support$501
Beth Chayim Chadashim
6090 W Pico BlvdLos AngelesCA90035No relationshipPCGeneral Support$10,000
Better Future Project
30 Bow StreetCambridgeMA02138No relationshipPCGeneral Support$2,500
Bhutan Foundation
1050 Connecticut Ave NW 66013WashingtonDC20035No relationshipPCGeneral Support$500
Black Alliance for Just Immigration
660 Nostrand AvenueBrooklynNY11216No relationshipPCGeneral Support$60,000
Black Lily Inc
1901 S 9th StreetPhiladelphiaPA19148No relationshipPCGeneral Support$100,500
Board of Regents of the University of Wisconsin
UW-Madison GAR Account ResearchMilwaukeeWI532780538No relationshipPCGeneral Support$50,000
Borealis Philanthropy
126 N 3rd St STE 500MinneapolisMN55401No relationshipPCGeneral Support$50,000
Boston Arts Academy Foundation
174 Ipswich StreetBostonMA02215No relationshipPCGeneral Support$7,000
Boston Impact Initiative Fund
PO Box 300443Jamaica PlainMA02130No relationshipPCGeneral Support$150,000
Boys and Girls Clubs of Puerto Rico
501 Avenida Roberto H ToddSan JuanPR00907No relationshipPCGeneral Support$75,000
Brandeis University
415 South Street MS126WalthamMA02453No relationshipPCGeneral Support$300
Bread & Roses Community Fund
1315 Walnut StreetPhiladelphiaPA19107No relationshipPCGeneral Support$3,500
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA941095400No relationshipPCGeneral Support$10,000
Brennan Center for Justice at NYU School of Law
161 Avenue of the AmericasNew YorkNY10013No relationshipPCGeneral Support$750
Bridging
201 West 87th StreetBloomingtonMN55420No relationshipPCGeneral Support$5,000
Bright Hope Baptist Church
1601 N 12th StPhiladelphiaPA19122No relationshipPCGeneral Support$3,000
Bronx River Alliance
One Bronx River ParkwayBronxNY10462No relationshipPCGeneral Support$600
California Partnership for Safe Communities
825 Washington Street Suite 200OaklandCA94607No relationshipPCGeneral Support$90,000
Camelback Ventures
643 Magazine Street Suite 206New OrleansLA70130No relationshipPCGeneral Support$50,000
Camp Tamarack
19696 Sunshine WayBendOR97702No relationshipPCGeneral Support$2,500
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral Support$120,000
Campaign for Youth Justice
1220 L St NW Suite 605WashingtonDC20005No relationshipPCGeneral Support$85,000
Canadian Ctr for Legal Innov in Sexual Assault
No relationshipPFGeneral Support$30,0001622 Walnut StreetHalifaxnova scotiaCAB3H 3S4
Candid
32 Old Slip 24th FloorNew YorkNY10005No relationshipPCGeneral Support$25,000
Cantus
1202 Marquette Ave S Suite 100MinneapolisMN55403No relationshipPCGeneral Support$5,000
Center for Artistry & Scholarship
2120 Dorchester AveDorchesterMA02124No relationshipPCGeneral Support$3,000
Center for Cultural Innovation
244 South San Pedro Street SuiteLos AngelesCA90012No relationshipPCGeneral Support$300,000
Center for Economic Democracy-Boston Ujima Project
434 Massachusetts AvenueBostonMA02118No relationshipPCGeneral Support$75,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral Support$25,000
Center for Heirs Property Preservation
1535 Sam Rittenberg BlvdCharlestonSC29407No relationshipPCGeneral Support$100,000
Center for Law and Social Policy
1200 18th Street NWWashingtonDC20036No relationshipPCGeneral Support$75,000
Center for Neighborhood Technology
2125 W North AvenueChicagoIL60647No relationshipPCGeneral Support$15,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral Support$302,000
Center for Story-based Strategy
654 13th StreetOaklandCA94612No relationshipPCGeneral Support$200,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No relationshipPCGeneral Support$75,000
Center for Young Women's Development
832 Folsom Street 700San FranciscoCA94107No relationshipPCGeneral Support$70,000
Central Oregon Community College Foundation
2600 NW College WayBendOR97701No relationshipPCGeneral Support$2,000
Central Oregon FUSE
2004 NE Cradle Mountain WayBendOR97701No relationshipPCGeneral Support$2,500
CGDCNY Inc
45 Ludlow StreetYonkersNY10701No relationshipPCGeneral Support$50,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscassetME04578No relationshipPCGeneral Support$15,000
Chicago United Inc
300 E Randolph StreetChicagoIL60601No relationshipPCGeneral Support$175,000
Children's Aid Society
711 Third Avenue Suite 700New YorkNH10017No relationshipPCGeneral Support$10,000
Cincinnati USA Regional Chamber Foundation
3 East 4th Street Suite 200CincinnatiOH45202No relationshipPCGeneral Support$200,000
Cintrifuse-Hillman Accelerator
1311 Vine StreetCincinnatiOH45202No relationshipPCGeneral Support$200,000
City Harvest
575 8th Avenue 4th FloorNew YorkNY10018No relationshipPCGeneral Support$3,750
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No relationshipPCGeneral Support$75,000
Code Fever Miami
937 NW 3rd AveMiamiFL33136No relationshipPCGeneral Support$175,000
Collegebound Foundation
2601 Howard St Suite 210BaltimoreMD21218No relationshipPCGeneral Support$45,000
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral Support$125,625
Common Future
2323 BroadwayOaklandWA94612No relationshipPCGeneral Support$390,000
Common Justice
540 Atlantic Avenue 4th FloorBrooklynNY11217No relationshipPCGeneral Support$95,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No relationshipPCGeneral Support$250,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral Support$100,000
Community Aid & Development Corporation
P O Box 361270DecaturGA30036No relationshipPCGeneral Support$400,000
Community Arts Stabilization Trust
70 Otis Street 1st FloorSan FranciscoCA94103No relationshipPCGeneral Support$100,000
Community Connections for Youth-People's Advocacy
369 East 149th Street 7th FloorBronxNY10455No relationshipPCGeneral Support$50,000
Community Funds Inc
900 Walt Whitman RoadMelvilleNY11747No relationshipPCGeneral Support$40,000
Community Labor United
8 Beacon Street 5th FloorBostonMA02108No relationshipPCGeneral Support$100,000
Community LIFT
119 S Court Suite 100MemphisTN38103No relationshipPCGeneral Support$325,000
Confluence Philanthropy
436 14th Street Suite 900OaklandCA94612No relationshipPCGeneral Support$50,000
Conservation Trust of Puerto Rico
PO Box 9023554San JuanPR009023554No relationshipPCGeneral Support$87,000
Cookie Cart
1119 West Broadway AveMinneapolisMN55411No relationshipPCGeneral Support$5,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral Support$101,600
Creative Capital Foundation
15 Maiden Lane 18th FloorNew YorkNY10038No relationshipPCGeneral Support$400,000
Culver Educational Foundation
1300 Academy Road 153CulverIN46511No relationshipPCGeneral Support$7,500
Dallas Social Venture Partners-CapEQ
12900 Preston Road Suite 1220DallasTX75230No relationshipPCGeneral Support$75,000
DC Center for the LGBT Community
2000 14th Street NW Suite 105WashingtonDC20009No relationshipPCGeneral Support$25,000
Deschutes United Way
PO Box 5969BendOR977085969No relationshipPCGeneral Support$3,000
Designing Justice Designing Spaces
1423 BroadwayOaklandCA94612No relationshipPCGeneral Support$100,000
Detroit Black Community Food Security Network
11000 W McNichols Suite 103DetroitMI48221No relationshipPCGeneral Support$10,000
Didtechnology Inc
625 Broad StreetNewarkNJ07102No relationshipPCGeneral Support$215,000
Dudley Street Neighborhood Initiative
550 Dudley StreetRoxburyMA02119No relationshipPCGeneral Support$75,000
East Bay Community Foundation
200 Frank Ogawa PlazaOaklandCA94612No relationshipPCGeneral Support$420,000
Educate Tomorrow Corp
1717 N Bayshore Drive Suite 203MiamiFL33132No relationshipPCGeneral Support$65,056
EdVestors
140 Clarendon StBostonMA02116No relationshipPCGeneral Support$2,000
Efforts of Grace Inc
1712 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral Support$135,000
Ella Baker Center for Human Rights
1970 Broadway Suite 1125OaklandCA94612No relationshipPCGeneral Support$70,000
Elon University
2600 Campus BoxElonNC27244No relationshipPCGeneral Support$5,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 900BWashingtonDC20036No relationshipPCGeneral Support$100,000
Emerson College - ArtsEmerson
Emerson College 120 Boylston StreeBostonMA02116No relationshipPCGeneral Support$1,000
Environmental Defense Fund
257 Park Avenue SouthNew YorkNY10010No relationshipPCGeneral Support$10,000
Environmental Health Coalition
2727 Hoover AvenueNational CityCA91950No relationshipPCGeneral Support$152,000
Epic Church
PO Box 41028PhiladelphiaPA19127No relationshipPCGeneral Support$5,000
Episcopal Academy
1785 Bishop White DriveNewtown SquarePA19073No relationshipPCGeneral Support$50,000
Equal Justice USA
81 Prospect StreetBrooklynNY11201No relationshipPCGeneral Support$75,000
exalt youth
17 Battery Place Suite 307New YorkNY10004No relationshipPCGeneral Support$75,000
Faith in Action
999 N Capitol St NE Suite 200WashingtonDC20002No relationshipPCGeneral Support$75,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No relationshipPCGeneral Support$50,000
Feeding America
161 N Clark Street Suite 700ChicagoIL60601No relationshipPCGeneral Support$10,000
Financial Services Stakeholder Project NFP
2513 N Central Park AvenueChicagoIL60647No relationshipPCGeneral Support$125,000
Firelight Media Inc
72 Hamilton TerraceNew YorkNY10031No relationshipPCGeneral Support$75,000
First Peoples Fund
706 West BoulevardRapid CitySD57701No relationshipPCGeneral Support$50,000
Food Bank NYC
39 BroadwayNew YorkNY10006No relationshipPCGeneral Support$28,120
Forward Cities
703 Foster StreetDurhamNC27701No relationshipPCGeneral Support$140,000
Foster Youth in Action
2140 Shattuck Avenue Suite 504BerkeleyCA94704No relationshipPCGeneral Support$50,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral Support$627,000
Fractured Atlas Productions Inc-Crux
248 West 35th StreetNew YorkNY100012505No relationshipPCGeneral Support$300,000
Friends of Happy Retreat
PO Box 1427Charles TownWV25414No relationshipPCGeneral Support$2,500
Friends of the Livingston Public Library
10 Robert H Harp DriveLivingstonNJ07039No relationshipPCGeneral Support$300
Fund for the City of New York
121 Avenue of the AmericasNew YorkNY100131590No relationshipPCGeneral Support$300
Funders' Network for Smart Growth and Livable Comm
6705 SW 57th Avenue Suite 700Coral GablesFL33143No relationshipPCGeneral Support$150,000
Georgetown University
37th AND O Streets NWWashingtonDC20057No relationshipPCGeneral Support$375,000
Georgia WAND Education Fund Inc
250 Georgia AvenueAtlantaGA30312No relationshipPCGeneral Support$50,000
Getting Out and Staying Out Inc
75 East 116th StreetNew YorkNY10029No relationshipPCGeneral Support$20,000
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral Support$75,000
Global Impact Investing Network
1 Battery Park PlazaNew YorkNY10004No relationshipPCGeneral Support$50,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral Support$200,000
Good Old Lower East Side Inc
173 Avenue BNew YorkNY10009No relationshipPCGeneral Support$89,500
Grantmakers for Effective Organizations
1310 L Street NW 650WashingtonDC20005No relationshipPCGeneral Support$5,000
Grantmakers in the Arts
522 Courtlandt AvenueBronxNY104515008No relationshipPCGeneral Support$200,000
Grassroots Global Justice
2000 14th St NW Ste 104 73768WashingtonMD20056No relationshipPCGeneral Support$77,000
Greater New Orleans Foundation
919 St Charles AvenueNew OrleansLA70130No relationshipPCGeneral Support$202,000
Griot Theatre of the West Valley
20434 Keswick StWinnetkaCA91306No relationshipPCGeneral Support$15,000
Groundwork Hudson Valley Inc
22 Main St 2nd FloorYonkersNY10701No relationshipPCGeneral Support$300
Hack Manhattan Inc
137 West 14th StreetNew YorkNY10011No relationshipPCGeneral Support$1,500
Hawthorne Valley Association
327 County Route 21CGhentNY12075No relationshipPCGeneral Support$1,500
Head-Royce School
4315 Lincoln StreetOaklandCA94602No relationshipPCGeneral Support$10,000
Headwaters Foundation for Justice
2801 21st Avenue SouthMinneapolisMN55407No relationshipPCGeneral Support$5,000
Hedgebrook
PO Box 1231FreelandWA98429No relationshipPCGeneral Support$25,000
Hennepin Health Foundation
701 Park AvenueMinneappolisMN55415No relationshipPCGeneral Support$5,000
Hester Street Collaborative Inc
113 Hester StreetNew YorkNY10002No relationshipPCGeneral Support$400,000
Higher Purpose Co
130 Desoto Ave Suite 10ClarksdaleMS38614No relationshipPCGeneral Support$240,000
Highlander Research & Education Center Inc
1959 Highlander WayNew MarketTN37820No relationshipPCGeneral Support$550,000
Hill School
860 Beech StreetPottstownPA19464No relationshipPCGeneral Support$10,000
Hope Chest for Breast Cancer Foundation
3850 Shoreline DrWayzataMN55391No relationshipPCGeneral Support$5,000
Hope for Families Center
715 4th PlaceVero BeachFL32962No relationshipPCGeneral Support$10,000
Hopewell Fund
1201 Connecticut Avenue Suite 300WashingtonDC20036No relationshipPCGeneral Support$125,000
Ifetayo Cultural Arts Academy Inc
495 Flatbush Ave 2nd FlBrooklynNY11225No relationshipPCGeneral Support$100,000
Impact Capital Managers Institute Inc
200 N Mangum Street Suite 203DurhamNC27701No relationshipPFGeneral Support$50,000
Impact Experience
1700 Jones Street Apt 1San FranciscoCA94109No relationshipPCGeneral Support$6,000
Indigenous Environmental Network
PO Box 485BemidjiMN56619No relationshipPCGeneral Support$75,000
Inner City Advisors
1714 Franklin StOaklandCA94612No relationshipPCGeneral Support$50,000
Inner City Scholarship Fund
1011 1st AvenueNew YorkNY10022No relationshipPCGeneral Support$13,000
Innovation Network for Communities-City Scale
156 Grover LaneTamworthNH03886No relationshipPCGeneral Support$75,000
Inquiring Systems Inc-SE African American Farmer
101 Brookwood AveSanta RosaCA95404No relationshipPCGeneral Support$100,000
Institute for Policy Studies
6930 Piney Branch Road NWWashingtonDC20012No relationshipPCGeneral Support$75,000
Interfaith Outreach & Community Partners
1605 County Road 101 NorthPlymouthMN55407No relationshipPCGeneral Support$5,000
Interreligious Foundation for Community Org
418 West 145thNew YorkNY10031No relationshipPCGeneral Support$10,000
Intersection for the Arts
1446 Market StreetSan FranciscoCA94102No relationshipPCGeneral Support$300
Ironbound Community Corporation
317 Elm StNewarkNJ07105No relationshipPCGeneral Support$150,000
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral Support$300,000
Islamic Relief USA
PO Box 22250AlexandriaVA22304No relationshipPCGeneral Support$5,050
Jefferson County Community Ministries
238 West Washington StreetCharles TownWV25414No relationshipPCGeneral Support$10,000
Jobs to Move America
525 Hewitt StreetLos AngelesCA90013No relationshipPCGeneral Support$252,000
Jobs with Justice Education Fund
1616 P Street NW Suite 150WashingtonDC20036No relationshipPCGeneral Support$50,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No relationshipPCGeneral Support$1,408,000
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No relationshipPCGeneral Support$1,409,900
Junebug Productions Inc
PO BOX 2331New OrleansLA70176No relationshipPCGeneral Support$75,000
Just Capital
44 East 30th StreetNew YorkNY10016No relationshipPCGeneral Support$175,000
Just in Time for Foster Youth
PO Box 601627San DiegoCA92160No relationshipPCGeneral Support$85,000
Juvenile Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral Support$115,000
Juxtaposition Arts
2007 Emerson Avenue NMinneapolisMN55401No relationshipPCGeneral Support$130,000
Kairos Alive
4316 Upton Avenue South 206MinneapolisMN55305No relationshipPCGeneral Support$5,000
Katal Center for Health Equity and Justice
147 Prince StBrooklynNY11201No relationshipPCGeneral Support$50,000
Kentucky Coalition Inc
PO Box 1450LondonKY40743No relationshipPCGeneral Support$150,000
Kids Rethink New Orleans Schools
2020 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral Support$50,000
Kounkuey Design Initiative
309 E 8th Street 205Los AngelesCA90014No relationshipPCGeneral Support$100,000
La Marana
Calle Trigo 551San JuanPR00907No relationshipPCGeneral Support$35,000
Lake Country School Montessori Learning Environ
3755 Pleasant Avenue SouthMinneapolisMN55409No relationshipPCGeneral Support$10,000
Latino Business Action Network
297 Commercial StreetSan JoseCA95112No relationshipPCGeneral Support$190,000
Leeway Foundation
1315 Walnut Street Suite 832PhiladelphiaPA19107No relationshipPFGeneral Support$10,000
Life Pieces To Masterpieces
5600 Eads Street NEWashington DCDC20019No relationshipPCGeneral Support$5,000
Lineage Project
228 Park Ave SNew YorkNY10003No relationshipPCGeneral Support$50,000
Litchfield Hills Rowing Club
PO Box 42LitchfieldCT06759No relationshipPCGeneral Support$8,000
Living Cities-Activest
1040 Avenue of the Americas FloorNew YorkNY10018No relationshipPCGeneral Support$1,125,000
Loaves and Fishes
721 Kasota Avenue SEMinneapolisMN55414No relationshipPCGeneral Support$5,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No relationshipPCGeneral Support$75,000
Louisiana Center for Children's Rights
1100-B Milton StreetNew OrleansLA70122No relationshipPCGeneral Support$80,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral Support$165,000
MANITHA NEYAM TRUST INC
97 Charter RoadActonMA01720No relationshipPCGeneral Support$300
Maria Seymour Brooker Memorial
157 Litchfield StTorringtonCT06790No relationshipPCGeneral Support$10,000
Marist College
3399 North RoadPoughkeepsieNY12601No relationshipPCGeneral Support$4,500
Maryland Institute College of Art
College of ArtBaltimoreMD21217No relationshipPCGeneral Support$200,000
Massachusetts College of Art and Design Foundation
621 Huntington AvenueBostonMA02446No relationshipPCGeneral Support$450,000
Massachusetts Institute of Technology Community
77 Massachusetts Avenue Room 9-238CambridgeMA02139No relationshipPCGeneral Support$75,000
McKee Botanical Gardens
350 US Highway 1Vero BeachFL32962No relationshipPCGeneral Support$2,500
Mekong Inc
2471 University AvenueBronxNY10468No relationshipPCGeneral Support$1,792
Michigan State University Board of Trustees
535 Chestnut Road Room 300East LansingMI488241005No relationshipPCGeneral Support$10,000
Minneapolis High School Boys Lacrosse Booster Club
3020 Irving Ave SMinneapolisMN55408No relationshipPCGeneral Support$5,000
Mission Investors Exchange
417 Fifth Avenue 8th FloorNew York CityNY10036No relationshipPCGeneral Support$50,000
Mississippi State University-Gulf Coast Community
PO Box 6156Mississippi StateMS39762No relationshipPCGeneral Support$75,000
MORTAR Cincinnati
1329 Vine StreetCincinnatiOH45202No relationshipPCGeneral Support$106,000
MoveForward
1001 Highway 7 Room 237HopkinsMN55305No relationshipPCGeneral Support$5,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral Support$852,000
Ms Foundation for Women
12 MetroTech Center 26th FloorBrooklynNY11201No relationshipPCGeneral Support$5,300
National Assoc for Latino Community Asset Build
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral Support$175,000
National Association of Latino Arts and Cultures
1208 Buena VistaSan AntonioTX78207No relationshipPCGeneral Support$410,000
National Association of the Bahamas
11260 SW 138th StreetMiamiFL33176No relationshipPCGeneral Support$10,000
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006No relationshipPCGeneral Support$65,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral Support$50,000
National Community Land Trust Network
555 12th Street Suite 500OaklandCA94607No relationshipPCGeneral Support$25,000
National Diaper Bank Network
155 East Street Suite 101New HavenCT06511No relationshipPCGeneral Support$1,042
National Domestic Workers Alliance
243 5th Avenue Mailbox 257New YorkNY10016No relationshipPCGeneral Support$1,000
National Economic and Social Rights Initiative
90 John Street Suite 501New YorkNY10038No relationshipPCGeneral Support$250,000
National Employment Law Project
90 Broad Street Suite 1100New YorkNY10004No relationshipPCGeneral Support$250,000
National Immigration Law Center
3435 Wilshire Boulevard Ste 2850Los AngelesCA90010No relationshipPCGeneral Support$60,000
National Juvenile Justice Network
1424 K Street NWWashingtonDC20005No relationshipPCGeneral Support$75,000
National Low Income Housing Coalition
1000 Vermont Avenue NW Suite 500WashingtonDC20005No relationshipPCGeneral Support$20,000
National Network for Youth
741 8th Street SEWashingtonDC20003No relationshipPCGeneral Support$70,000
National Performance Network
PO Box 56698New OrleansLA701566698No relationshipPCGeneral Support$410,000
National Urban Fellows
1120 Avenue of the AmericasNew YorkNY10036No relationshipPCGeneral Support$135,000
Native Arts and Culture Foundation
400 East Evergreen BoulevardVancouverWA98660No relationshipPCGeneral Support$50,000
NDN Collective
317 Main StreetRapid CitySD57701No relationshipPCGeneral Support$760,000
Neighborhood Funders Group
300 Frank H Ogawa PlazaOaklandCA94612No relationshipPCGeneral Support$250,000
Neighborhood Story Project
PO Box 19742New OrleansLA70179No relationshipPCGeneral Support$75,000
NEO Philanthropy Inc
45 W 36th St 6th floorNew YorkNY10018No relationshipPCGeneral Support$240,000
New Economy Coalition
PO Box 390503CambridgeMA02139No relationshipPCGeneral Support$100,000
New Mexico Fund for Women and Girls
1807 2nd StreetSanta FeNM87505No relationshipPCGeneral Support$309
New Orleans Business Alliance
1250 Poydras St Suite 2150New OrleansLA70113No relationshipPCGeneral Support$200,000
New Orleans Video Access Center
532 Louisa StNew OrleansLA70117No relationshipPCGeneral Support$7,000
New Venture Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$1,345,000
New York City Environmental Justice Alliance
462 36th St 3FBrooklynNY11232No relationshipPCGeneral Support$200,000
New York Community Trust
909 Third Avenue 22nd FloorNew YorkNY10022No relationshipPCGeneral Support$150,000
New York Foundation - Neighborhoods first fund
150 West 30th Street Suite 1401New YorkNY10001No relationshipPFGeneral Support$350,000
New York Math Academy and Coaching Services
127 West 127th Street AnnexNew YorkNY10027No relationshipPCGeneral Support$15,000
Next City
100 South Broad Street Suite 730PhiladelphiaPA19110No relationshipPCGeneral Support$276,542
North Carolina Assoc of Black Lawyer Land Loss
PO Box 179DurhamNC22702No relationshipPCGeneral Support$2,000
North Carolina Land Loss Prevention Project
401 N Mangum StDurhamNC27701No relationshipPCGeneral Support$75,000
North Shore Animal League America
25 Davis AvenuePort WashingtonNY11050No relationshipPCGeneral Support$300
North Star Fund
520 Eighth Avenue Suite 1800New YorkNY10018No relationshipPCGeneral Support$147,062
Northeastern Minnesotans for Wilderness
807 Broadway St NE Suite 16MinneapolisMN55413No relationshipPCGeneral Support$2,000
Northeastern University
360 Huntington AvenueBostonMA02115No relationshipPCGeneral Support$100,000
Northwest Connecticut Community Foundation
32 City Hall Ave PO Box 1144TorringtonCT06790No relationshipPCGeneral Support$5,000
One America
1225 S Weller Street Suite 430SeattleWA98144No relationshipPCGeneral Support$190,000
One Fair Wage Inc
3518 South Edmunds StSeattleWA98118No relationshipPCGeneral Support$175,000
Opportunity Finance Network
123 S Broad Street Suite 1930PhiladelphiaPA19109No relationshipPCGeneral Support$125,000
OTV Open Television
3255 N Broadway StChicagoIL60640No relationshipPCGeneral Support$225,000
Pacific Community Ventures Inc
1700 Broadway Avenue Suite 300OaklandCA94612No relationshipPCGeneral Support$50,000
Partnership for Southern Equity
55 Ivan Allen Jr Blvd NW Suite 5AtlantaGA30308No relationshipPCGeneral Support$2,000
Partnership with Native Americans
PO Box 637CulpepperNC27701No relationshipPCGeneral Support$5,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral Support$105,000
People United for Sustainable Housing Inc
429 Plymouth Ave Suite 1BuffaloNY14213No relationshipPCGeneral Support$150,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral Support$102,000
People's Emergency Center Community Development Co
325 N 39th StreetPhiladelphiaPA19104No relationshipPCGeneral Support$100,000
Philanthropy New York
1500 Broadway 7th FloorNew YorkNY10036No relationshipPCGeneral Support$45,250
PIDC Community CapitalREBUILD
1500 Market Street Suite 3500 WestPhiladelphiaPA19102No relationshipPCGeneral Support$150,000
Pie Ranch
2080 Cabrillo HwyPescaderoCA94060No relationshipPCGeneral Support$102,000
Pittsburgh United
841 California Ave 3rd FloorPittsburghPA15212No relationshipPCGeneral Support$90,000
Planned Parenthood Federation of America
PO Box 97166WashingtonDC200907166No relationshipPCGeneral Support$20,000
Poder in Action
5877 W Indian School RdPhoenixAZ85031No relationshipPCGeneral Support$500
PolicyLink
1438 Webster StOaklandCA94612No relationshipPCGeneral Support$160,000
President and Fellows of Harvard College
124 Mount Auburn StreetCambridgeMA02138No relationshipPCGeneral Support$160,000
Project South
9 Gammon AveAtlantaGA30315No relationshipPCGeneral Support$327,000
Propel Nonprofits-Twin Cities Theatres of Color Co
1 SE Main Street Suite 600MinneapolisMN55414No relationshipPCGeneral Support$100,000
Public Advocates Inc
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral Support$150,000
Publicolor Inc
20 West 36th Street 9th FloorNew YorkNY10018No relationshipPCGeneral Support$22,500
Puente Human Rights Movement
1937 West Adams StreetPhoenixAR85009No relationshipPCGeneral Support$70,000
Quail Valley Charities Inc
2345 Highway A1AVero BeachFL32963No relationshipPCGeneral Support$2,500
Queer Art Inc
140 2nd Avenue Suite 502New YorkNY10003No relationshipPCGeneral Support$100
Race Forward
145 East 57Th Street Fourth FloorNew YorkNY10022No relationshipPCGeneral Support$825,000
Regents of the Univer of California at Berkeley
2150 Shattuck Avenue Suite 300BerkeleyCA947045940No relationshipPCGeneral Support$360,000
Right to the City Alliance
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral Support$452,000
Rivertowns Arts Council Inc
PO Box 60 414 Warburton AveHastingsonHudsonNY10706No relationshipPCGeneral Support$375
Rockefeller Family Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral Support$250,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral Support$550,000
Roosevelt Institute
570 Lexington Ave 5th FloorNew YorkNY10022No relationshipPCGeneral Support$182,594
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No relationshipPCGeneral Support$50,000
Rutgers University - Center for Innovation in Work
50 Labor Center WayNew BrunswickNJ08901No relationshipPCGeneral Support$130,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral Support$100,000
SOUL Sisters Leadership Collective
1951 NW 7th AveMiamiFL33136No relationshipPCGeneral Support$45,000
Safe Passage Project Corporation
185 West BroadwayNew YorkNY10013No relationshipPCGeneral Support$125,000
Saint Edward's School
Saint Edwards DriveVero BeachFL32963No relationshipPCGeneral Support$15,000
Scholarship Fund of Alexandria
3330 King StreetAlexandriaVA223023001No relationshipPCGeneral Support$500
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral Support$84,481
Schott Foundation for Public Education
1250 Hancock StreetQuincyMA02169No relationshipPCGeneral Support$25,000
Senior Community Services
10201 Wayzata Blvd 33HopkinsMN55305No relationshipPCGeneral Support$5,000
Sexual Minority Youth Assistance League
410 7th Street SEWashingtonDC200032707No relationshipPCGeneral Support$10,000
Sexual Trauma Services of the Midlands
3830 Forest DriveColumbiaSC02920No relationshipPCGeneral Support$300
Shadhika Project Inc
1031 33rd StreetDenverCO80205No relationshipPCGeneral Support$1,125
Share Our Strength
1730 M Street NW Suite 700WashingtonDC20036No relationshipPCGeneral Support$1,000
Share the Project Inc
140 Banks RdEastonCT066121630No relationshipPCGeneral Support$450
Sierra Club Foundation
2101 Webster Street Suite 1250San FranciscoCA94612No relationshipPCGeneral Support$600
Silver Lining Mentoring
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral Support$113,500
SingOut CT
290 Lake RoadWarrenCT06777No relationshipPCGeneral Support$2,000
Slought Foundation-Monument Lab
4017 Walnut StreetPhiladelphiaPA19104No relationshipPCGeneral Support$95,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral Support$125,000
Social Good Fund-HBCU VC
12651 San Pablo AveRichmondCA94805No relationshipPCGeneral Support$200,000
Social Innovation Forum
2 Oliver Street Suite 802BostonMA02109No relationshipPCGeneral Support$2,000
Sojourner Project
PO Box 272HopkinsMN553439814No relationshipPCGeneral Support$5,000
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral Support$400,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral Support$150,000
Southwest High School Performing Arts Council
3414 W 47th StMinneapolisMN55410No relationshipPCGeneral Support$8,000
Springboard for the Arts
308 Prince StreetSaint PaulMN55101No relationshipPCGeneral Support$250,000
St Mary of the Isle RC Church
315 E Walnut StreetLong BeachCA11561No relationshipPCGeneral Support$5,500
St Mary's RC Church
1300 Northern blvdManhassetNY11030No relationshipPCGeneral Support$10,000
Stephen Siller Tunnel to Towers Foundation
2361 Hyland BoulevardStaten IslandNY10306No relationshipPCGeneral Support$603
Strategic Actions for a Just Economy
152 West 32nd StreetLos AngelesCA90007No relationshipPCGeneral Support$175,000
Strategic Concepts in Organ & Policy Education
1715 W Florence AvenueLos AngelesCA90047No relationshipPCGeneral Support$77,000
Sustainable Business Education Initiative Inc
2401 Walnut Street Suite 206PhiladelphiaPA19103No relationshipPCGeneral Support$85,000
Sweet Water Foundation
5749 S Perry AvenueChicagoIL60621No relationshipPCGeneral Support$10,000
Talk Tech Foundation
447 Broadway 2nd FL 514New YorkNY10013No relationshipPCGeneral Support$175,000
Taller Salud Inc
PR-187 Km 242 Parcelas Vieques MeLoizaPR007720524No relationshipPCGeneral Support$70,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral Support$25,000
Texas Organizing Project Education Fund
700 S Zaramora Suite 212San AntonioTX78207No relationshipPCGeneral Support$231,000
The Aspen Institute Forum for Community Solutions
2300 N Street NWWashingtonDC20037No relationshipPCGeneral Support$70,000
The Bail Project
PO Box 750VeniceCA90294No relationshipPCGeneral Support$2,000
The Center for Cultural Power
1330 Broadway 3rd FloorOaklandCA94612No relationshipPCGeneral Support$138,500
The Conservation Fund
1655 N Fort Myer Drive Suite 1300ArlingtonVA22209No relationshipPCGeneral Support$150,000
The Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC200122031No relationshipPCGeneral Support$82,500
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral Support$80,300
The Newburgh LGBTQIA Center
102 S William StreetNewburghNY12550No relationshipPCGeneral Support$2,500
The Partnership for Working Families
1305 Franklin StOaklandCA94612No relationshipPCGeneral Support$125,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral Support$139,500
The Praxis Project
7731 Alaska Ave NWWashingtonDC20012No relationshipPCGeneral Support$150,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral Support$152,000
The US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral Support$100,000
The Village of Arts and Humanities
2544 Germantown AvenuePhiladelphiaPA19133No relationshipPCGeneral Support$260,000
Third Sector New England Inc-Building Movement
89 South Street Suite 700BostonMA02111No relationshipPCGeneral Support$125,000
Threewalls
2738 West North AvenueChicagoIL60647No relationshipPCGeneral Support$450,000
Tides Center
The Presidio 1014 Torney AvenueSan FranciscoCA941290709No relationshipPCGeneral Support$378,800
Tides Foundation-NY Renews Education Fund
PO Box 29903 The PresidioSan FranciscoCA941290903No relationshipPCGeneral Support$75,000
Triangle Club
1644 Beekman Place NW Apt BWashingtonDC20009No relationshipPCGeneral Support$15,000
Trustees of Columbia University in the City of NY
630 West 168th Street Box 49New YorkNY100323702No relationshipPCGeneral Support$20,000
University of California San Francisco Foundation
PO BOX 45339San FranciscoCA941450339No relationshipPCGeneral Support$10,000
University of New Mexico School of Architecture
2401 Central Avenue NE MSC-04 2530AlbuquerqueNM87131No relationshipPCGeneral Support$75,000
Upper Valley Haven
713 Hartford AvenueWhite River JunctionVT05001No relationshipPCGeneral Support$10,000
Urban Manufacturing Alliance
608 Henry Street 1BrooklynNY11231No relationshipPCGeneral Support$20,000
Urban Sustainability Directors Network
1624 Viola CirclePort WashingtonWI53074No relationshipPCGeneral Support$150,000
Vera Institute of Justice
34 35th Street 4-2ABrooklynNY11232No relationshipPCGeneral Support$450
Verde
7001 NE Columbia BlvdPortlandOR97218No relationshipPCGeneral Support$2,000
Vickie Belk Scholarship Foundation
3408 King StreetAlexandriaVA22302No relationshipPCGeneral Support$5,000
Villanova Soccer Academy
899 Black Rock RoadGladwynePA19035No relationshipPCGeneral Support$10,000
Visual Arts Research and Resource Center Relating
1825 Park AvenueNew YorkNY10035No relationshipPCGeneral Support$500
Voice of Calvary Ministries
531 W Capital StreetJacksonMS39203No relationshipPCGeneral Support$12,400
Watson Institute
1310 College AveBoulderCO80302No relationshipPCGeneral Support$2,000
We Are All Educators Org
128 18TH St Se Apt 1WashingtonDC20003No relationshipPCGeneral Support$1,000
Wesleyan University
318 High StreetMiddletownCT06459No relationshipPCGeneral Support$25,000
Westchester Choral Society
216 Central AvenueWhite PlainsNY10606No relationshipPCGeneral Support$1,500
Wildlife Conservation Society
2300 Southern BlvdBronxNY10460No relationshipPCGeneral Support$300
Winrock International
2101 River Front DriveLittle RockAR72202No relationshipPCGeneral Support$150,000
Women Make Movies
115 West 29th Street Ste 1200New YorkNY10001No relationshipPCGeneral Support$20,000
Women's Foundation of Minnesota
105 5th Avenue South Suite 300MinneapolisMN554016050No relationshipPCGeneral Support$5,000
Yale University
47 College Street Suite 203New HavenCT065208047No relationshipPCGeneral Support$750
YES Media
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No relationshipPCGeneral Support$50,000
YMCA of Metropolitan Minneapolis
30 S Ninth StreetMinneapolisMN55402No relationshipPCGeneral Support$3,000
Young Men of Honor
2245 Vicksburg DrSavannahGA31404No relationshipPCGeneral Support$5,000
Young Nation
9232 Falcon StreetDetroitMI48209No relationshipPCGeneral Support$75,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral Support$75,000
Youth Represent
11 Park Place Suite 1512New YorkNY10007No relationshipPCGeneral Support$87,500
Youth Sentencing & Reentry Project
1528 Walnut Street Suite 515PhiladelphiaPA19102No relationshipPCGeneral Support$95,000
YR Media
1701 BroadwayOaklandCA94612No relationshipPCGeneral Support$75,000
Zion Episcopal Church
301 East Congress StCharles TownWV25414No relationshipPCGeneral Support$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,555,943TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (132 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Action Center on Race and the Economy Institute
1901 West Carroll Avenue 3rd FloorChicagoIL60612No relationshipPCGeneral support$75,000
ALIGN the Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No relationshipPCGeneral support$100,000
Alliance For Justice
Eleven Dupont Circle NW Suite 500WashingtonDC20036No relationshipPCGeneral support$100,000
Allied Media Projects
1426 Third AvenueDetroitMI48201No relationshipPCGeneral support$1,250,000
Alternate ROOTS Inc
1270 Caroline StreetAtlantaGA30307No relationshipPCGeneral support$800,000
Amalgamated Charitable Foundation
1825 K Street NWWashingtonDC20006No relationshipPCGeneral support$1,000,000
Asian American Federation
120 Wall Street 9th FloorNew YorkNY10005No relationshipPCGeneral support$40,000
Asian AmericansPacific Islanders in Philanthropy
300 Frank H Ogawa Plaza Suite 256OaklandCA94612No relationshipPCGeneral support$100,000
Aspen Institute
2300 N Street NWWashingtonDC20037No relationshipPCGeneral support$55,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral support$140,000
Black Lily Inc
1901 S 9th StreetPhiladelphiaPA19148No relationshipPCGeneral support$400,000
Board of Regents of the University of Wisconsin
UW-Madison GAR AccountMilwaukeeWI532780538No relationshipPCGeneral support$50,000
Boys and Girls Clubs of Puerto Rico
501 Avenida Roberto H ToddSan JuanPR00907No relationshipPCGeneral support$150,000
Candid
32 Old Slip 24th FloorNew YorkNY10005No relationshipPCGeneral support$50,000
Center for Cultural Innovation
244 South San Pedro Street SuiteLos AngelesCA90012No relationshipPCGeneral support$300,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral support$50,000
Center for Heirs Property Preservation
1535 Sam Rittenberg BlvdCharlestonSC29407No relationshipPCGeneral support$200,000
Center for Law and Social Policy
1200 18th Street NWWashingtonDC20036No relationshipPCGeneral support$150,000
Center for Story-based Strategy
654 13th StreetOaklandCA94612No relationshipPCGeneral support$250,000
Center for Young Women's Development
832 Folsom Street 700San FranciscoCA94107No relationshipPCGeneral support$50,000
Cintrifuse-Hillman Accelerator
1311 Vine StreetCincinnatiOH45202No relationshipPCGeneral support$200,000
Code Fever Miami
937 NW 3rd AveMiamiFL33136No relationshipPCGeneral support$175,000
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral support$150,000
Common Future
2323 BroadwayOaklandWA94612No relationshipPCGeneral support$460,000
Common Justice
540 Atlantic Avenue 4th FloorBrooklynNY11217No relationshipPCGeneral support$75,000
Community Aid & Development Corporation
P O Box 361270DecaturGA30036No relationshipPCGeneral support$800,000
Community Connections for Youth-People's Advocacy
369 East 149th Street 7th FloorBronxNY10455No relationshipPCGeneral support$50,000
Community Labor United
8 Beacon Street 5th FloorBostonMA02108No relationshipPCGeneral support$100,000
Conservation Trust of Puerto Rico
PO Box 9023554San JuanPR009023554No relationshipPCGeneral support$150,000
Creative Capital Foundation
15 Maiden Lane 18th FloorNew YorkNY10038No relationshipPCGeneral support$800,000
East Bay Community Foundation
200 Frank Ogawa PlazaOaklandCA94612No relationshipPCGeneral support$810,000
Efforts of Grace Inc
1712 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral support$400,000
Ella Baker Center for Human Rights
1970 Broadway Suite 1125OaklandCA94612No relationshipPCGeneral support$100,000
Environmental Health Coalition
2727 Hoover AvenueNational CityCA91950No relationshipPCGeneral support$150,000
Equal Justice USA
81 Prospect StreetBrooklynNY11201No relationshipPCGeneral support$150,000
Faith in Action
999 N Capitol St NE Suite 200WashingtonDC20002No relationshipPCGeneral support$150,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No relationshipPCGeneral support$400,000
Firelight Media Inc
72 Hamilton TerraceNew YorkNY10031No relationshipPCGeneral support$150,000
Forward Cities
703 Foster StreetDurhamNC27701No relationshipPCGeneral support$140,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$300,000
Funders' Network for Smart Growth & Livable Comm
6705 SW 57th Avenue Suite 700Coral GablesFL33143No relationshipPCGeneral support$200,000
Georgia WAND Education Fund Inc
250 Georgia AvenueAtlantaGA30312No relationshipPCGeneral support$100,000
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral support$150,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral support$400,000
Grantmakers for Effective Organizations
1310 L Street NW 650WashingtonDC20005No relationshipPCGeneral support$150,000
Grantmakers in the Arts
522 Courtlandt AvenueBronxNY104515008No relationshipPCGeneral support$150,000
Grassroots Global Justice
2000 14th St NW Ste 104 73768WashingtonMD20056No relationshipPCGeneral support$625,000
Greater Milwaukee Committee for Community Deve
247 Freshwater Way Suite 400MilwaukeeWI53204No relationshipPCGeneral support$225,000
Greater New Orleans Foundation
919 St Charles AvenueNew OrleansLA70130No relationshipPCGeneral support$175,000
Hester Street Collaborative Inc
113 Hester StreetNew YorkNY10002No relationshipPCGeneral support$800,000
Higher Purpose Co
130 Desoto Ave Suite 10ClarksdaleMS38614No relationshipPCGeneral support$190,000
Highlander Research & Education Center Inc
1959 Highlander WayNew MarketTN37820No relationshipPCGeneral support$800,000
Hopewell Fund
1201 Connecticut Avenue Suite 300WashingtonDC20036No relationshipPCGeneral support$125,000
Indigenous Environmental Network
PO Box 485BemidjiMN56619No relationshipPCGeneral support$50,000
Inner City Advisors
1714 Franklin StOaklandCA94612No relationshipPCGeneral support$200,000
Inquiring Systems Inc-SE African American Farmer
101 Brookwood AveSanta RosaCA95404No relationshipPCGeneral support$100,000
Ironbound Community Corporation
317 Elm StNewarkNJ07105No relationshipPCGeneral support$150,000
Jobs to Move America
525 Hewitt StreetLos AngelesCA90013No relationshipPCGeneral support$250,000
Jobs with Justice Education Fund
1616 P Street NW Suite 150WashingtonDC20036No relationshipPCGeneral support$250,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No relationshipPCGeneral support$2,800,000
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No relationshipPCGeneral support$2,800,000
Kentucky Coalition Inc
PO Box 1450LondonKY40743No relationshipPCGeneral support$150,000
Lineage Project
228 Park Ave SNew YorkNY10003No relationshipPCGeneral support$100,000
Living Cities
1040 Avenue of the Americas FloorNew YorkNY10018No relationshipPCGeneral support$1,125,000
Louisiana Center for Children's Rights
1100-B Milton StreetNew OrleansLA70122No relationshipPCGeneral support$80,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral support$250,000
Massachusetts College of Art and Design Foundation
621 Huntington AvenueBostonMA02446No relationshipPCGeneral support$800,000
MORTAR Cincinnati
1329 Vine StreetCincinnatiOH45202No relationshipPCGeneral support$100,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$750,000
National Assoc for Latino Community Asset Build
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral support$350,000
National Association of Latino Arts and Cultures
1208 Buena VistaSan AntonioTX78207No relationshipPCGeneral support$800,000
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006No relationshipPCGeneral support$100,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral support$100,000
National Economic and Social Rights Initiative
90 John Street Suite 501New YorkNY10038No relationshipPCGeneral support$420,000
National Immigration Law Center
3435 Wilshire Boulevard Ste 2850Los AngelesCA90010No relationshipPCGeneral support$50,000
National Juvenile Justice Network
1424 K Street NWWashingtonDC20005No relationshipPCGeneral support$80,000
National Performance Network
PO Box 56698New OrleansLA701566698No relationshipPCGeneral support$800,000
NDN Collective
317 Main StreetRapid CitySD57701No relationshipPCGeneral support$1,015,000
Neighborhood Funders Group
300 Frank H Ogawa PlazaOaklandCA94612No relationshipPFGeneral support$500,000
NEO Philanthropy Inc-Arts in a Changing America
45 W 36th St 6th floorNew YorkNY10018No relationshipPCGeneral support$250,000
New Economy Coalition
PO Box 390503CambridgeMA02139No relationshipPCGeneral support$100,000
New Jersey League of Conservation Voters Education
PO BOX 1237TrentonNJ086071237No relationshipPCGeneral support$200,000
New Orleans Business Alliance
1250 Poydras St Suite 2150New OrleansLA70113No relationshipPCGeneral support$150,000
New Venture Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral support$715,000
New York Community Trust
909 Third Avenue 22nd FloorNew YorkNY10022No relationshipPCGeneral support$150,000
New York Foundation-Neighborhoods First Fund
150 West 30th Street Suite 1401New YorkNY10001No relationshipPCGeneral support$150,000
Next City
100 South Broad Street Suite 730PhiladelphiaPA19110No relationshipPCGeneral support$175,000
North Star Fund
520 Eighth Avenue Suite 1800New YorkNY10018No relationshipPCGeneral support$60,000
One America
1225 S Weller Street Suite 430SeattleWA98144No relationshipPCGeneral support$100,000
One Voice Mississippi
1072 JR Lynch StreetJacksonMS39203No relationshipPCGeneral support$125,000
Opportunity Finance Network
123 S Broad Street Suite 1930PhiladelphiaPA19109No relationshipPCGeneral support$125,000
Partnership for Southern Equity
55 Ivan Allen Jr Blvd NW Suite 5AtlantaGA30308No relationshipPCGeneral support$125,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral support$100,000
PIDC Community CapitalREBUILD
1500 Market Street Suite 3500 WestPhiladelphiaPA19102No relationshipPCGeneral support$150,000
President and Fellows of Harvard College
124 Mount Auburn StreetCambridgeMA02138No relationshipPCGeneral support$100,000
Propel Nonprofits-Twin Cities Theatres of Color Co
1 SE Main Street Suite 600MinneapolisMN55414No relationshipPCGeneral support$400,000
Public Advocates Inc
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral support$150,000
Regents of the Univer of California at Berkeley
2150 Shattuck Avenue Suite 300BerkeleyCA947045940No relationshipPCGeneral support$700,000
Right to the City Alliance Inc
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$350,000
Rockefeller Family Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral support$350,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral support$550,000
Rutgers University - Center for Innovation in Work
50 Labor Center WayNew BrunswickNJ08901No relationshipPCGeneral support$100,000
SOUL Sisters Leadership Collective
1951 NW 7th AveMiamiFL33136No relationshipPCGeneral support$45,000
Safe Passage Project Corporation
185 West BroadwayNew YorkNY10013No relationshipPCGeneral support$100,000
Silver Lining Mentoring
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral support$150,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral support$125,000
Social Good Fund-HBCU VC
12651 San Pablo AveRichmondCA94805No relationshipPCGeneral support$75,000
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral support$700,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral support$225,000
Sweet Water Foundation
5749 S Perry AvenueChicagoIL60621No relationshipPCGeneral support$400,000
Sylvia Rivera Law Project
147 W 24th StNew YorkNY10011No relationshipPCGeneral support$22,500
Talk Tech Foundation
447 Broadway 2nd FL 514New YorkNY10013No relationshipPCGeneral support$75,000
Taller Salud Inc
PR-187 Km 242 Parcelas Vieques MeLoizaPR007720524No relationshipPCGeneral support$140,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral support$50,000
Texas Organizing Project Education Fund
700 S Zaramora Suite 212San AntonioTX78207No relationshipPCGeneral support$200,000
The Aspen Institute Forum for Community Solutions
2300 N Street NWWashingtonDC20037No relationshipPCGeneral support$70,000
The Conservation Fund
1655 N Fort Myer Drive Suite 1300ArlingtonVA22209No relationshipPCGeneral support$150,000
The Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC200122031No relationshipPCGeneral support$152,500
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral support$210,000
The Partnership for Working Families
1305 Franklin StOaklandCA94612No relationshipPCGeneral support$275,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral support$250,000
The Praxis Project
7731 Alaska Ave NWWashingtonDC20012No relationshipPCGeneral support$400,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral support$300,000
The Village of Arts and Humanities
2544 Germantown AvenuePhiladelphiaPA19133No relationshipPCGeneral support$200,000
Third Sector New England Inc
89 South Street Suite 700BostonMA02111No relationshipPCGeneral support$250,000
Threewalls
2738 West North AvenueChicagoIL60647No relationshipPCGeneral support$800,000
Tides Ctr-Emerging Practitioners in Philanthropy
The Presidio 1014 Torney AvenueSan FranciscoCA941290709No relationshipPCGeneral support$325,000
Tides Foundation-NY Renews Education Fund
PO Box 29903 The PresidioSan FranciscoCA941290903No relationshipPCGeneral support$75,000
Verde
7001 NE Columbia BlvdPortlandOR97218No relationshipPCGeneral support$50,000
Voice of Calvary Ministries
531 W Capital StreetJacksonMS39203No relationshipPCGeneral support$250,000
Youth Represent
11 Park Place Suite 1512New YorkNY10007No relationshipPCGeneral support$87,500
YR Media
1701 BroadwayOaklandCA94612No relationshipPCGeneral support$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$40,882,500TotalGrantOrContriApprvFutAmt

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$321,765ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,228,040ExclusionAmt
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$1,327,285ExclusionAmt
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
PARTNERSHIP INCOME525990-$6,244,49418$72,924,877
OTHER INCOME90009914-$165,347

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$6,244,494UnrelatedBusinessTaxblIncmAmt
Exclusion$77,636,620ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,392,126TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX PREPCategoryTxt
Amt$104,000Amt
Net Investment Income$25,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$79,000DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescSEE GENERAL EXPLANATION ATTACHMENTDesc
Amt$298,292Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
FURNITURE &FIXT.2009-01-01$397,796$119,338SL5$79,559
LEASEHOLD IMPRV.2009-01-01$2,243,364$241,717SL11$136,696
EQUIPMENT2009-01-01$65,860$14,798SL5$9,386
ART WORK2009-01-01$84,400$84,400SL5$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
NEW YORK FOUNDATION
150 W 30TH STREET SUITE 1401NEW YORKNY100012018-12-01$650,000TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES.$500,000YES2/1/2020, 2/1/20212020-01-03The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
CANADIAN CENTRE FOR LEGAL INNOVATION
2019-03-01$105,000General Operating Support$105,000NO4/30/2020, 4/30/20212021-01-15The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.1622 WALNUT STREETHALIFAXNOVA SCOTIACAB3H 3S4
IMPACT CAPITAL MANAGERS
200 N MANGUM STREET SUITE 203DURHAMNC277012019-06-01$60,000General Operating Support$60,000NO1/31/2020, 6/30/20202021-02-10The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
LEEWAY FOUNDATION
1315 WALNUT STREET SUITE 832PHILADELPHIAPA191072018-03-01$75,000TO SUPPORT A COMPREHENSIVE IMPACT ASSESSMENT FOR THE LEEWAY FOUNDATION.$75,000NO1/31/2019, 10/31/2019, 12/31/20192020-01-31The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
LEEWAY FOUNDATION
1315 WALNUT STREET SUITE 832PHILADELPHIAPA191072019-03-01$50,000General Operating Support$50,000NO9/27/2019, 1/31/20202020-03-17The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
60 DECIBELS
205 E 42ND STREETNEW YORKNY100252020-05-01$50,000to help orgs. understand & prioritize the biggest concern facing people & to design solutions.$50,000NO12/1/2018The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART IX-B, LINE 1:PART IX-B, LINE 1:SUMMARY OF PROGRAM-RELATED INVESTMENTS - LOAN/INVESTMENT TO LIVING CITIES BLENDED CATALYST FUND LLC, A DELAWARE LIMITED LIABILITY COMPANY. The Blended Catalyst Fund combines philanthropic and commercial debt under the premise that both types of capital are needed to support initiatives that achieve better results for low-income people in U.S. cities. The Fund currently includes ten philanthropic and commercial investors that are committed to increasing the flow of available capital to meet growing demand for social services across the country.
PART IX-B, LINE 2:PART IX-B, LINE 2:SUMMARY OF PROGRAM-RELATED INVESTMENTS - LOAN/INVESTMENT TO IMPACT AMERICA FUND II. IMPACT AMERICA FUND II is a $55 million venture capital fund that provides capital to achieve sustainable growth of small businesses for social and economic change.
PART IX-B, LINE 3:PART IX-B, LINE 3:SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) LOAN/INVESTMENT TO Impact Engine...........................$ 141,797. b) LOAN/INVESTMENT TO Vamos Ventures..........................$ 127,339. c) LOAN/INVESTMENT TO Illumen CAPITAL.........................$ 29,156. Total.........................................................$ 298,292.
PART XV, LINE 3B:PART XV, LINE 3B:Grants and contributions approved for future payment: The difference of $24,209 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($40,858,291) and what they reported on the schedule of grants and contributions approved for future payment on Part XV, Line 3b ($40,882,500) is attributable to a present value discount at 5% under generally accepted accounting principles ("GAAP").

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (104 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYS INC.$1,255,869$1,255,869
ADR SEA LTD ADR$1,698,145$1,698,145
AEROJET ROCKETDYNE HOLDINGS IN$529,590$529,590
ALEXION PHARMACEUTICALS INC.$805,771$805,771
ALIGN TECHNOLOGY INC.$622,979$622,979
ALPHABET INC. CAPITAL STOCK CL$921,733$921,733
AMAZON INC.$2,455,350$2,455,350
AMERISAFE INC.$324,760$324,760
ANTHEM INC.$730,295$730,295
AON PLC$721,865$721,865
ARES CAP CORP$266,530$266,530
ATLASSIAN CORPORATION PLC CLAS$506,559$506,559
AUTOZONE INC.$868,652$868,652
AXSOME THERAPEUTICS INC..$405,064$405,064
BALL CORP$658,140$658,140
BEACON ROOFING SUPPLY INC.$344,682$344,682
BLOOM ENERGY CORP CLASS A$130,451$130,451
CARDTRONICS PLC$331,643$331,643
CHARLES RIV LABORATORIES INTL$363,868$363,868
CHARTER MUNICATIONS INC. NEW C$571,245$571,245
CONDUENT INC.$34,710$34,710
COSTAR GROUP INC.$817,981$817,981
COUPA SOFTWARE INC.$372,619$372,619
CREE INC.$355,969$355,969
DELL TECHNOLOGIES INC. CLASS C$328,761$328,761
DEX INC.$437,832$437,832
DORMAN PRODS INC.$315,229$315,229
EDWARDS LIFESCIENCES CORP$476,859$476,859
ELEMENT SOLUTION INC.$361,631$361,631
ENERSYS$541,114$541,114
ENTEGRIS INC.$419,727$419,727
EQUIFAX INC.$185,115$185,115
EQUITRANS MIDSTREAM CORP$283,429$283,429
EVOQUA WATER TECHNOLOGIES CORP$638,073$638,073
EXTENDED STAY AMER INC. CLASS$211,491$211,491
FACEBOOK INC. CLASS A$781,802$781,802
FIRSTCASH INC.$363,380$363,380
FLEX LTD$755,128$755,128
FLOOR & DECOR HOLDINGS INC. CL$501,843$501,843
FRONTDOOR INC.$409,299$409,299
GLAUKOS CORP$65,083$65,083
GRACE W R & CO DEL$276,305$276,305
GROCERY OUTLET HOLDING CORP$457,368$457,368
GUANGDONG INVT LTD$137,552$137,552
HD SUPPLY HOLDINGS INC..$680,561$680,561
HOWARD HUGHES CORP STOCK$296,635$296,635
HURON CONSULTING GROUP INC.$3,009$3,009
ILLUMINA INC.$753,662$753,662
INTERCONTINENTAL EXCHANGE INC.$683,153$683,153
INTUIT$1,101,827$1,101,827
KEMPER CORP$498,357$498,357
KKR & CO INC. CLASS A$491,949$491,949
L3HARRIS TECHNOLOGIES INC.$627,100$627,100
LAB CORP AMER HOLDINGS$924,568$924,568
MARATHON PETE CORP$733,059$733,059
MARRIOTT VACATIONS WORLDWIDE C$741,205$741,205
MARTIN MARIETTA MATLS INC.$458,999$458,999
MATCH GROUP INC.$1,557,042$1,557,042
MICROSOFT CORP$1,056,217$1,056,217
MIRATI THERAPEUTICS INC.$309,401$309,401
MOLINA HEALTHCARE INC.$630,939$630,939
MONSTER BEVERAGE CORP$545,202$545,202
MSC INDL DIRECT INC. CLASS A$452,878$452,878
MYLAN$196,932$196,932
NETFLIX INC.$2,163,715$2,163,715
NTGI-QM COMMON DAILY S&P 500 E$450$450
NV5 GLOBAL INC.$425,701$425,701
ONESPAWORLD HOLDINGS LTD$295,931$295,931
PERSPECTA INC.$433,147$433,147
POST HOLDINGS INC.$902,048$902,048
QORVO INC.$545,244$545,244
RESTAURANT BRANDS INTL INC.$305,436$305,436
RINGCENTRAL INC. CLASS A$1,932,083$1,932,083
RUSH ENTERPRISES INC. CLASS A$497,935$497,935
S&P GLOBAL INC.$587,133$587,133
SAREPTA THERAPEUTICS INC.$403,736$403,736
SERVICEMASTER GLOBAL HOLDINGS$938,183$938,183
SERVICENOW INC. USD0.001$1,739,733$1,739,733
SHERWIN-WILLIAMS CO$384,848$384,848
SPLUNK INC.$410,117$410,117
SQUARE INC. CLASS A$874,150$874,150
STERICYCLE INC.$422,649$422,649
TEGNA INC.$439,824$439,824
THE REALREAL INC.$87,803$87,803
THERMON GROUP HOLDINGS INC.$227,511$227,511
TWILIO INC. CLASS A$806,369$806,369
TYSON FOODS INC. CLASS A (DELA$499,295$499,295
UBER TECHNOLOGIES INC.$368,609$368,609
UNIFIRST CORP MASS$331,952$331,952
UNIVAR SOLUTIONS INC.$483,393$483,393
UPLAND SOFTWARE INC.$319,271$319,271
VERTIV HOLDINGS LLC$648,168$648,168
VIASAT INC.$392,141$392,141
VISA INC. CLASS A$1,689,273$1,689,273
VISTEON CORP$269,685$269,685
WARNER MUSIC GROUP CORP CLASS$495,836$495,836
WESCO INTL INC.$319,852$319,852
WESTN DIGITAL CORP$159,028$159,028
WW INTL INC.$443,516$443,516
WYNDHAM DESTINATIONS INC.$584,143$584,143
ZEBRA TECHNOLOGIES CORP CLASS$838,236$838,236
ZILLOW GROUP INC. CLASS C$296,692$296,692
ZOETIS INC. CLASS A$886,512$886,512
ZYNGA INC.$708,812$708,812

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (202 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFO DFA EMERGING MARKETS VALUEFMV$8,171,835$8,171,835
GMO GLOBAL EQUITY ALLOCATION FFMV$11,596,421$11,596,421
HARDING LOEVNER FUNDS, INC. INFMV$24,507,636$24,507,636
4D GLOBAL ENERGY INVESTMENTS PFMV$1,657,255$1,657,255
AACP TAX-EXEMPT INVESTORS IV,FMV$5,066,538$5,066,538
AACP TAX-EXEMPT INVESTORS V LPFMV$1,919,488$1,919,488
ABRY ADVANCED SECURITIES FUNDFMV$1,575,908$1,575,908
ABRY HERITAGE PARTNERS (CAYMANFMV$37,813$37,813
ABRY HERITAGE PARTNERS, LPFMV$431,843$431,843
ABRY PARTNERS IX, LPFMV$1,673,256$1,673,256
ABRY PARTNERS VII LPFMV$833,550$833,550
ABRY PARTNERS VIII (CAYMAN AIVFMV$248,431$248,431
ABRY PARTNERS VIII, LPFMV$2,962,887$2,962,887
ABRY SENIOR EQUITY IIIFMV$85,293$85,293
ABRY SENIOR EQUITY IVFMV$845,185$845,185
ABRY SENIOR EQUITY V, L.P.FMV$2,031,875$2,031,875
ACREW CAPITAL FUND, LPFMV$924,047$924,047
ADAGE CAPITAL PARTNERS, LPFMV$100,312,255$100,312,255
AKO EUROPEAN LONG-ONLY PARTNERFMV$19,046,094$19,046,094
APOLLO EUROPEAN PRINCIPAL FINAFMV$488,103$488,103
ARCLIGHT ENERGY PARTNERS FUNDFMV$14,449$14,449
ARSENAL CAPITAL PARTNERS III LFMV$747,753$747,753
ARSENAL CAPITAL PARTNERS IV-BFMV$3,943,329$3,943,329
ARSENAL CAPITAL PARTNERS V LPFMV$2,224,845$2,224,845
ARTIMAN VENTURES 2014, L.P.FMV$4,204,867$4,204,867
ARTIMAN VENTURES SELECT 2014,FMV$1,169,201$1,169,201
ARTIMAN VENTURES SPECIAL OPPORFMV$39,293$39,293
ASIA ALTERNATIVES CAPITAL PTRSFMV$3,622,458$3,622,458
ASIA ALTERNATIVES DELAWARE IIIFMV$138,172$138,172
ASIA ALTERNATIVES DELAWARE IV,FMV$528,008$528,008
ASIA ALTERNATIVES DELAWARE V LFMV$263,561$263,561
ASPECT VENTURES II, L.PFMV$1,889,929$1,889,929
ASPECT VENTURES, LPFMV$6,790,492$6,790,492
ATALAYA SPECIAL OPPORTUNITIESFMV$2,529,993$2,529,993
AVANATH AFFORDABLE HOUSING IV,FMV$1,488,153$1,488,153
BAIN CAPITAL DOUBLE IMPACT FUNFMV$717,984$717,984
BAIN CAPITAL EUROPE FUND III,FMV$451,594$451,594
BAIN CAPITAL FUND IX, LPFMV$921,640$921,640
BAIN CAPITAL FUND X LPFMV$1,953,830$1,953,830
BAIN CAPITAL IX COINVESTMENT FFMV$201,415$201,415
BASE10 PARTNERS II LPFMV$666,908$666,908
BAUPOST VALUE PARTNERS IV, LPFMV$24,675,889$24,675,889
BETTER VENTURES FUND III, LPFMV$632,768$632,768
BLUE WATER ENERGY FUND 1-A LPFMV$4,436,245$4,436,245
BLUE WATER ENERGY FUND II, L.PFMV$3,508,424$3,508,424
BPG INVESTMENT PARTNERSHIP VIIFMV$999$999
BROOKSIDE CAYMAN, LTDFMV$895,634$895,634
CAPRIA FUND LLCFMV$271,269$271,269
CARMEL PARTNERS INVESTMENT FUNFMV$5,423,087$5,423,087
COATUE OFFSHORE LTD CL A SUB HFMV$22,410,817$22,410,817
CONTRARIAN C1A CL A SER 1 FDFMV$8,104,810$8,104,810
HHR ATLAS LTD CL C SER 1 FDFMV$20,160,557$20,160,557
KENSICO OFSHR FD LTD CL K NI KFMV$7,030,091$7,030,091
KENSICO OFSHR FD LTD CL L NI KFMV$7,057,639$7,057,639
SIRIOS OVERSEAS FD A/1EFMV$16,000,886$16,000,886
VIKING GLOBAL EQ III LTD CL H/FMV$26,416,866$26,416,866
WGI EMERGING MARKETS LLC FD CUFMV$22,946,363$22,946,363
CHARLESBANK EQUITY FUND IX LPFMV$2,253,658$2,253,658
CHARLESBANK EQUITY FUND VIIFMV$1,228,586$1,228,586
CHARLESBANK EQUITY FUND VIII LFMV$3,021,392$3,021,392
CIM ENTERPRISE LOAN FUND LPFMV$5,556,139$5,556,139
COMMONFD CAPITAL INTL PARTNERSFMV$551,468$551,468
COMMONFUND CAP PRIVATE EQUITYFMV$12,744$12,744
COMMONFUND CAP PRIVATE EQUITYFMV$875,956$875,956
COMMONFUND CAPITAL INTL PARTNEFMV$1,326$1,326
COMMONFUND CAPITAL NATURAL RESFMV$505,077$505,077
COMMONFUND CAPITAL VENTRUE PTRFMV$1,479,604$1,479,604
COMMONFUND CAPITAL VENTURE PTRFMV$204,708$204,708
CONGRUENT VENTURES II, LPFMV$71,089$71,089
CONSILIUM EMERGING MARKET SMALFMV$253,783$253,783
COSTANOA VENTURES III, LPFMV$3,286,162$3,286,162
COSTANOA VENTURES IV LPFMV$193,392$193,392
COSTANOA VENTURES OPPORTUNITYFMV$669,947$669,947
CROW HOLDINGS SELF-STORAGE FUNFMV$3,709,897$3,709,897
D.E. SHAW ALL COUNTRY GLOBAL AFMV$25,657,178$25,657,178
DAVIDSON KEMPNER INST PTRSFMV$20,046,610$20,046,610
DBL PARTNERS III LPFMV$4,617,758$4,617,758
DIVERSIS CAPITAL PARTNERS I LPFMV$1,089,330$1,089,330
DOVER STREET VII CAYMAN FUND,FMV$328,192$328,192
ECOSYSTEM INTEGRITY FUND III,FMV$1,354,674$1,354,674
ECOSYSTEM INTEGRITY FUND, IV LFMV$156,314$156,314
ELEVAR EQUITY IV LPFMV$1,513,742$1,513,742
ENCAP ENERGY CAPITAL FUND VI-BFMV$42,092$42,092
ENCAP ENERGY CAPITAL FUND VII-FMV$257,559$257,559
ENCAP FLATROCK MIDSTREAM FUNDFMV$1,374,785$1,374,785
ENCAP FLATROCK MIDSTREAM FUNDFMV$4,013,162$4,013,162
ENDOWMENT PRIVATE EQUITY PARTNFMV$60,193$60,193
ENDOWMENT VENTURE PARTNERS V,FMV$279,146$279,146
ENERVEST ENERGY INSTITUTIONALFMV$7,480$7,480
ENERVEST ENERGY INSTITUTIONALFMV$83,642$83,642
ENERVEST ENERGY INSTITUTIONALFMV$1$1
ENERVEST ENERGY INSTITUTIONALFMV$5,523,063$5,523,063
ENR PARTNERS II LPFMV$5,318,765$5,318,765
EQUAL VENTURES 1, LPFMV$418,417$418,417
EUROPA FUND IIIFMV$165,192$165,192
FARALLON CAPITAL INSTITUTIONALFMV$916,891$916,891
FIRSTMARK CAPITAL IV LPFMV$3,532,182$3,532,182
FIRSTMARK CAPITAL OF II, L.P.FMV$5,900,693$5,900,693
FORTRESS INVESTMENT FUND V (COFMV$1,504,691$1,504,691
FORTRESS INVESTMENT FUND V B,FMV$2,302,661$2,302,661
FRAZIER HEALTHCARE GROWTH BUYOFMV$4,025,586$4,025,586
FRAZIER HEALTHCARE GROWTH BUYOFMV$1,741,109$1,741,109
FRONTIER SMALL CAP GROWTH FUNDFMV$15,385,606$15,385,606
G2VP I, LLCFMV$1,676,924$1,676,924
GENERAL CATALYST GROUP VIFMV$10,164,170$10,164,170
GENERAL CATALYST GROUP VII, LPFMV$3,809,200$3,809,200
GENERAL CATALYST GROUP VIII SUFMV$1,385,978$1,385,978
GENERAL CATALYST GROUP VIII, LFMV$3,679,218$3,679,218
GENERATION IM GLOBAL EQUITY FUFMV$7,320,028$7,320,028
GRAIN COMMUNICATIONS OPPORTUNIFMV$3,908,461$3,908,461
GREAT HILL EQUITY PARTNERS VI,FMV$3,516,825$3,516,825
GREENFIELD ACQUISITION PARTNERFMV$60,034$60,034
HARVEST MLP INCOME FUNDFMV$230,423$230,423
HIGHFIELDS CAPITAL IV, LPFMV$449,740$449,740
HIGHLAND CAPITAL PARTNERS 9 LPFMV$4,283,313$4,283,313
HIGHLAND CAPITAL PARTNERS VIIIFMV$2,669,126$2,669,126
HIGHLINE CAPITAL INTERNATIONALFMV$658,803$658,803
HITCHWOOD CAPITAL FUND LTD SERFMV$731,828$731,828
HSH CAYMAN PARTNERS LPFMV$1$1
ICON VENTURES V, L.P. FORMERLYFMV$2,743,344$2,743,344
ICON VENTURES VI, LPFMV$2,534,311$2,534,311
INDUS ASIA PACIFIC FUND LTDFMV$36,354$36,354
INTERWEST PARTNERS X, LPFMV$1,815,319$1,815,319
JC FLOWERS II, LPFMV$4,999$4,999
JUNIPER CAPITAL III, LPFMV$4,558,660$4,558,660
KABOUTER INTERNATIONAL OPPORTUFMV$21,070,378$21,070,378
KAYNE ANDERSON ENERGY FUND V (FMV$823,704$823,704
KAYNE ANDERSON ENERGY FUND VIFMV$363,931$363,931
LIME ROCK RESOURCES IV-A LPFMV$5,604,453$5,604,453
LONE STAR FUND IV (US), LPFMV$31,588$31,588
LONE STAR FUND V (US), LPFMV$1,214,957$1,214,957
LONE STAR FUND VI (US), LPFMV$1,748,307$1,748,307
LONE STAR FUND VII (US) LPFMV$17,734$17,734
LONE STAR FUND VIII (U.S.), L.FMV$1,165,057$1,165,057
LONE STAR FUND X US LPFMV$544,731$544,731
LONE STAR REAL ESTATE FUND (USFMV$224,488$224,488
LSF X U.S. HOLDINGS, L.P.FMV$3,054,352$3,054,352
MADISON DEARBORN CAPITAL PTRSFMV$64,504$64,504
MADISON INTERNATIONAL RE LIQUIFMV$7,681$7,681
MADISON INTERNATIONAL RE LIQUIFMV$310,961$310,961
MADISON INTERNATIONAL REAL ESTFMV$1$1
MATERIAL IMPACT FUND I L.PFMV$804,461$804,461
MAYFAIR EQUITY PARTNERS II LPFMV$796,652$796,652
MED PLATFORM I COMPARTMENT 1S.FMV$901,989$901,989
MED PLATFORM I COMPARTMENT 2 SFMV$904,912$904,912
MISCELLANEOUS ASSETSFMV$76,704$76,704
MONOMOY CAPITAL PARTNERS AIV IFMV$2,655,072$2,655,072
MORGENTHALER VENTURE PARTNERSFMV$1,903,200$1,903,200
MUCKER EARLY II, L.P.FMV$473,298$473,298
MUCKER IV, LPFMV$2,501,308$2,501,308
MUCKER SELECT, LPFMV$5,265,549$5,265,549
NEW ENERGY CAPITAL INFRASTRUCTFMV$323,731$323,731
NEW ENERGY CAPITAL INFRASTRUCTFMV$906,159$906,159
NORTH BRIDGE GROWTH EQUITY II,FMV$7,465,885$7,465,885
NORTHGATE PRIVATE EQUITY PARTNFMV$3,578,572$3,578,572
NORTHGATE VENTURE GROWTH I, LPFMV$1,180,054$1,180,054
NORTHGATE VENTURE PARTNERS IIIFMV$5,470,552$5,470,552
OBVIOUS VENTURES III, LPFMV$477,596$477,596
OWNERSHIP CAPITAL GLOBAL EQUITFMV$21,389,905$21,389,905
PARK STREET CAPITAL NATURAL REFMV$934,883$934,883
PATRON CAPITAL LP IIIFMV$123,596$123,596
PATRON CAPITAL LP IVFMV$435,355$435,355
PEAKSPAN CAPITAL GROWTH PARTNEFMV$3,919,398$3,919,398
PEAKSPAN CAPITAL GROWTH PARTNEFMV$1,563,863$1,563,863
PHOENIX ASIA REAL ESTATE INVESFMV$1,359,077$1,359,077
PROSPECT HARBOR CREDIT PARTNERFMV$30,256$30,256
PVP FUND II, LPFMV$1,483,166$1,483,166
RETHINK IMPACT II LPFMV$88,836$88,836
RIVERSIDE CAPITAL APPRECIATIONFMV$719,098$719,098
RMS EVERGREEN US FORESTLANDFMV$101,136$101,136
RRG GLOBAL PARTNERS FUND LPFMV$1,344,370$1,344,370
RRG SUSTAINABLE WATER IMPACT FFMV$237,488$237,488
SANKATY CREDIT OPPORTUNITIES (FMV$95,111$95,111
SANKATY CREDIT OPPORTUNITIES IFMV$52,264$52,264
SCULPTOR OVERSEAS FUND LTDFMV$4,379$4,379
SENTAKU INVESTORS, LLCFMV$110,316$110,316
SHORENSTEIN REALTY INVESTORS NFMV$153,551$153,551
SIGMA PRIME PARTNERS IXFMV$1,991,930$1,991,930
SJF VENTURES IV LPFMV$1,234,946$1,234,946
SOFINNOVA CAPITAL IXFMV$979,348$979,348
SOFINNOVA CAPITAL VIIIFMV$5,907,865$5,907,865
SOMERSET GLOBAL EMERGING MARKEFMV$18,741,434$18,741,434
SOUTHERN CROSS LATIN AMERICA PFMV$1,308,498$1,308,498
SUMMIT PARTNERS GROWTH EQUITYFMV$1,557,877$1,557,877
SUMMIT PARTNERS VENTURE CAPITAFMV$1,149,777$1,149,777
SUSTAINABLE ASSET FUND II, LPFMV$1,728,156$1,728,156
TECHNOLOGY IMPACT FUND LPFMV$1,623,399$1,623,399
THE NIPPON VALUE INVESTORS JAPFMV$7,879,410$7,879,410
TIFF PARTNERS III, LLCFMV$150,408$150,408
TPG ENDOWMENT FUND V, L.P.FMV$92,103$92,103
TPG ENDOWMENT FUND VI, LPFMV$1,063,136$1,063,136
VALUEACT SPRING INTERNATIONAL,FMV$7,199,986$7,199,986
VENROCK ASSOCIATES VIFMV$9,699,715$9,699,715
VENROCK ASSOCIATES VIIFMV$2,886,944$2,886,944
VENROCK ASSOCIATES VIII, L.PFMV$2,455,807$2,455,807
VISTA EQUITY PARTNERS FUND VIIFMV$1,504,374$1,504,374
VISTA EQUITY PARTNERS VI-A LPFMV$5,914,377$5,914,377
VISTA FOUNDATION FUND III-A LPFMV$3,050,396$3,050,396
WESTBROOK RE FUND IXFMV$686,805$686,805
MFB NTGI-QM COMMON DIVERSIFIEDFMV$78,411$78,411
SILCHESTER INTERNATIONAL VALUEFMV$27,729,661$27,729,661
SSGA U.S GOVT CREDIT BOND INDEFMV$77,837,999$77,837,999

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE &FIXT.$397,796$198,897$198,899
LEASEHOLD IMPRV.$2,243,364$378,413$1,864,951
EQUIPMENT$65,860$24,184$41,676
ART WORK$84,400$84,400

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVARIOUS LEGALCategoryTxt
Legal Fees$81,415LegalFeesAmt
Net Investment Income$49,143NetInvestmentIncomeAmt
Disbursements Charitable Prps$32,272DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$6,600,450$7,905,997$7,905,997
ACCRUED INCOME$10,829,819$25,558,060$25,558,060
PREPAID EXCISE TAXES$1,357,570$1,046,114$1,046,114

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED LOSS ON INVESTMENTSDesc
Amt$47,248,096Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKS & SUBSCRIPTIONS$5,567$5,567
CONFERENCE/REGISTRATION$65,836$65,836
INSURANCE$49,563$49,563
INTERNET/SOFTWARE$223,705$223,705
MEMBERSHIPS$6,280$6,280
OFFICE SUPPLIES$121,805$121,805
PER DIEM SALARIES$79,193$79,193
POSTAGE$5,970$5,970
TELEPHONE$34,924$34,924
ANNUAL REPORT$15,250$15,250
PARTNERSHIP EXPENSE$14,865,610

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME - OTHER PORTFOLIO
INCOME$66,680,383-$6,617,389
OTHER INCOME-$165,347-$165,347
LESS INCOME TAXED AS UNRELATED BUSINESS
INCOME (IRC 4940(C)(2))$6,244,494

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT PROGRAM CONSULTANTS$1,298,053$1,298,053
EXECUTIVE SEARCH FEES$146,285$146,285
INVESTMENT MANAGEMENT$3,203,480$3,203,480

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX ON NET INVEST. INC.$305,321
FOREIGN TAXES PAID$480,024
STATE UNRELATED BUSINESS
INCOME TAX-$6,135