ROCKEFELLER FAMILY FUND INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROCKEFELLER FAMILY FUND INC (EIN 13-6257658)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349302824
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T10:20:36-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUEAddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136257658EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCKEFELLER FAMILY FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCKBusinessNameControlTxt
Phone2128124252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 RIVERSIDE DRIVE NO 900AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEE WASSERMANPersonNm
Person TitleDIRECTOR & SECRETARYPersonTitleTxt
Phone2128124252PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEEPersonFirstNm
Person LastWASSERMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVA MRUKPreparerPersonNm
PTINP00543254PTIN
Phone9143818900PhoneNum
Preparation2021-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEE WASSERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 RIVERSIDE DRIVE NO 900AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10115ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$635,499,404GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RFFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionROCKEFELLER FAMILY FUND IS A U.S. BASED, FAMILY-LED PUBLIC CHARITY THAT INITIATES, CULTIVATES, AND FUNDS STRATEGIC EFFORTS TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$1,203TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$34,722,028PYContributionsGrantsAmt
CY Contributions Grants$18,741,885CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$5,201,480PYInvestmentIncomeAmt
CY Investment Income$25,030,483CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$39,923,508PYTotalRevenueAmt
CY Total Revenue$43,772,368CYTotalRevenueAmt
PY Grants And Similar Paid$17,219,821PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$23,408,047CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,108,073PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,737,769CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$230,649CYTotalFundraisingExpenseAmt
PY Other Expenses$6,006,108PYOtherExpensesAmt
CY Other Expenses$6,626,902CYOtherExpensesAmt
PY Total Expenses$26,334,002PYTotalExpensesAmt
CY Total Expenses$33,772,718CYTotalExpensesAmt
PY Revenues Less Expenses$13,589,506PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,999,650CYRevenuesLessExpensesAmt
Total Assets BOY$159,642,160TotalAssetsBOYAmt
Total Assets EOY$156,631,848TotalAssetsEOYAmt
Total Liabilities BOY$6,146,827TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,978,978TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$153,495,333NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$150,652,870NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionROCKEFELLER FAMILY FUND IS A U.S. BASED, FAMILY-LED PUBLIC CHARITY THAT INITIATES, CULTIVATES, AND FUNDS STRATEGIC EFFORTS TO PROMOTE A SUSTAINABLE, JUST, FREE, AND PARTICIPATORY SOCIETY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,436,232ExpenseAmt
Grant$16,696,182GrantAmt
DescSPECIAL PROJECT FUNDS - RFF MANAGES A NUMBER OF SPECIAL PROJECT FUNDS IN THE AREAS OF WORK/LIFE INITIATIVES; REDUCING THE GLOBAL USE OF FOSSIL FUELS AND ADVANCING POLICIES TO ADDRESS CLIMATE CHANGE AND THE TRANSITION TO A CLEAN TECH ECONOMY; AND U.S. DEMOCRACY AND VOTER ENGAGEMENT. IN EACH OF THESE AREAS, RFF DEVELOPS AND MANAGES INITIATIVES IN CONJUNCTION WITH FUNDER PARTNERS, INDIVIDUALS, AND EXISTING NON-PROFIT ORGANIZATIONS, TO ADVANCE CRITICAL POLICY OBJECTIVES OR BUILD NECESSARY CAPACITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,876,700ExpenseAmt
Grant$4,876,700GrantAmt
DescDONOR ADVISED FUNDS - FACILITATE THE COLLABORATION AMONG ITS FOUNDATION COLLEAGUES OR INITIATIVES AMONG NONPROFIT ORGANIZATIONS AND PROVIDE FLEXIBLE MECHANISMS TO MEET THE FINANCIAL NEEDS OF ADVOCACY CAMPAIGNS OR OTHER DYNAMIC PROJECTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,912,500ExpenseAmt
Grant$1,810,000GrantAmt
DescCORE FUNDS - THE ROCKEFELLER FAMILY FUND CORE PROGRAM SERVICES REPRESENT AREAS SUCH AS ENVIRONMENT ("ENV"),EMERGING OPPORTUNITIES ("EO"), ECONOMIC JUSTICE FOR WOMEN ("EJW"), AND INSTITUTIONAL ACCOUNTABILITY AND INDIVIDUAL LIBERTIES ("IAIL").SEE SCHEDULE O FOR AN EXPLANATION OF ENV, EO, EJW, AND IAIL PROGRAM AREAS.ENVIRONMENT - FUNDS CLIMATE CHANGE INITIATIVES DESIGNED TO ENACT POLICIES AT THE STATE AND NATIONAL LEVELS TO REDUCE CARBON EMISSIONS; ACCELERATE THE TRANSITION TO A CLEAN-ENERGY ECONOMY; BRING DIVERSE AND COMPELLING NEW VOICES INTO THE CLIMATE DEBATE; AND EXAMINE HOW SPECIAL INTERESTS AND CERTAIN OFFICIALS ARE DISTORTING SCIENCE AND DELAYING CONSTRUCTIVE STEPS TO DEAL WITH THIS IMPENDING GLOBAL CRISIS. ECONOMIC JUSTICE FOR WOMEN SUPPORT PROJECTS DESIGNED TO PROMOTE WOMEN'S ECONOMIC EQUALITY. CURRENTLY, THE PROGRAM SEEKS TO ADVANCE WORKPLACE REFORM POLICIES SUCH AS A PAID SICK LEAVE, FLEX TIME, AND RAISING THE MINIMUM WAGE. INSTITUTIONAL ACCOUNTABILITY & INDIVIDUAL LIBERTIES - ENCOURAGES THE ACTIVE PARTICIPATION OF CITIZENS IN GOVERNMENT, SEEKS TO MAKE GOVERNMENT AND PRIVATE INSTITUTIONS MORE ACCOUNTABLE AND RESPONSIVE, AND SUPPORTS EFFORTS TO ENSURE THAT INDIVIDUALS' RIGHTS AND LIBERTIES UNDER THE CONSTITUTION ARE PROTECTED. EMERGING OPPORTUNITIES - ENCOURAGES CREATIVE ADVOCACY IN ISSUE AREAS OUTSIDE OF RFF'S CURRENT AREAS OF FOCUS, BUT STILL WITHIN RFF'S ESTABLISHED PROGRAM AREAS AND SUPPLEMENTS THE RESPECTIVE ANNUAL BUDGET ALLOCATIONS FOR RFF'S OTHER PROGRAM AREA IN ORDER TO SEIZE EMERGING OPPORTUNITIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$7,638,330ExpenseAmt
Grant$25,165GrantAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$7,638,330TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$25,165TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$31,863,762TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document79IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREA LAWYER TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128124252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 RIVERSIDE DRIVE NO 900AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10115ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MIRANDA KAISER
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
ALEXANDRA CHASIN
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
PETER GILL CASE
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
NEVA GOODWIN
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
CLARE M PIERSON
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
TARA ROCKEFELLER
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
LUCIA GILL CASE
TRUSTEE3.00Yes (X)$0$0$0
MICHAEL LAMBERT
TRUSTEE3.00Yes (X)$0$0$0
REBECCA LAMBERT
TRUSTEE3.00Yes (X)$0$0$0
PHEBE PIERSON
TRUSTEE3.00Yes (X)$0$0$0
ELIZA ROCKEFELLER
TRUSTEE3.00Yes (X)$0$0$0
FRAN SUSSNER RODGERS
TRUSTEE3.00Yes (X)$0$0$0
TRACY TOON SPENCER
TRUSTEE3.00Yes (X)$0$0$0
NAOMI WALETZKY
TRUSTEE3.00Yes (X)$0$0$0
LIAM WANG
TRUSTEE3.00Yes (X)$0$0$0
LEE H WASSERMAN
DIRECTOR & SECRETARY50.00Yes (X)$858,045$0$850,627
ANDREA LAWYER
TREASURER25.00Yes (X)$96,814$0$27,236
LAWRENCE G SHAPIRO
ASSOCIATE DIRECTOR-PROG. DEV.50.00$598,117$0$62,408Yes (X)
LISA GUIDE
ASSOCIATE DIRECTOR32.00$579,139$0$71,678Yes (X)
JULIE FERNANDES
ASSOCIATE DIRECTOR-IA&IL40.00$221,055$0$67,205Yes (X)
HEIDI BINKO
EXECUTIVE DIRECTOR-JTF40.00$208,326$0$51,017Yes (X)
KATHARINE REDFORD
EXE. DIRECTOR, EQUATION CAMPAIGN40.00$220,181$0$45,508Yes (X)
ROXANNE STACHOWSKI
SR MANAGER FOR EXECUTIVE INITIATIVES40.00$102,316$0$50,306Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,883,993TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,225,985TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
STRATEGIC INVESTMENT GROUP
1001 19TH ST NORTH 16TH FLOORARLINGTONVA22209INVESTMENT MANAGEMENT$382,460
AUGMENTED RESEARCH LLC
13609 AQUA LANEROCKVILLEMD20850CONSULTANT SERVICES$197,000
CARBO STRATEGIC CONSULTING LLC
185 HALL STREET APT 704BROOKLYNNY11205CONSULTANT SERVICES$187,500
TERESA VILLMAN
8381 SOUTH KOLLATH ROADVERONAWI53593CONSULTANT SERVICES$180,000
COMMUNITY TRANSITION PLANNING
628 W WRIGHTWOOD AVENUE 5ECHICAGOIL60614CONSULTANT SERVICES$180,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Related Organizations$65,000RelatedOrganizationsAmt
All Other Contributions$18,676,885AllOtherContributionsAmt
Noncash Contributions$5,258,122NoncashContributionsAmt
Total Contributions$18,741,885TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$961,581TotalRevenueColumnAmt
Unrelated Business Revenue$1,203UnrelatedBusinessRevenueAmt
Exclusion$960,378ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$615,795,938SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$591,727,036SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,068,902SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,068,902TotalRevenueColumnAmt
Exclusion$24,068,902ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,772,368TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,203UnrelatedBusinessRevenueAmt
Exclusion$25,029,280ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$23,408,047TotalAmt
Program Services$23,408,047ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,953,559TotalAmt
Program Services$1,512,637ProgramServicesAmt
Management And General$351,558ManagementAndGeneralAmt
Fundraising$89,364FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,237,583TotalAmt
Program Services$832,436ProgramServicesAmt
Management And General$332,279ManagementAndGeneralAmt
Fundraising$72,868FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$76,697TotalAmt
Program Services$56,984ProgramServicesAmt
Management And General$15,843ManagementAndGeneralAmt
Fundraising$3,870FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$339,975TotalAmt
Program Services$242,794ProgramServicesAmt
Management And General$79,519ManagementAndGeneralAmt
Fundraising$17,662FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$129,955TotalAmt
Program Services$96,553ProgramServicesAmt
Management And General$26,844ManagementAndGeneralAmt
Fundraising$6,558FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$237,966TotalAmt
Program Services$220,757ProgramServicesAmt
Management And General$17,209ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$53,280TotalAmt
Management And General$53,280ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$842,550TotalAmt
Program Services$842,550ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$674,716TotalAmt
Management And General$674,716ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,280,322TotalAmt
Program Services$4,247,130ProgramServicesAmt
Management And General$16,725ManagementAndGeneralAmt
Fundraising$16,467FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$108,919TotalAmt
Program Services$85,870ProgramServicesAmt
Management And General$17,669ManagementAndGeneralAmt
Fundraising$5,380FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$45,724TotalAmt
Program Services$36,001ProgramServicesAmt
Management And General$7,462ManagementAndGeneralAmt
Fundraising$2,261FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$97,830TotalAmt
Program Services$64,195ProgramServicesAmt
Management And General$28,293ManagementAndGeneralAmt
Fundraising$5,342FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$77,615TotalAmt
Program Services$76,889ProgramServicesAmt
Management And General$611ManagementAndGeneralAmt
Fundraising$115FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,881TotalAmt
Program Services$6,817ProgramServicesAmt
Management And General$54ManagementAndGeneralAmt
Fundraising$10FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,367TotalAmt
Program Services$4,178ProgramServicesAmt
Management And General$1,842ManagementAndGeneralAmt
Fundraising$347FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$53,767TotalAmt
Program Services$35,282ProgramServicesAmt
Management And General$15,550ManagementAndGeneralAmt
Fundraising$2,935FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCRIPTION$81,024$53,168$23,432$4,424
PUBLICATIONS$51,985$35,210$14,122$2,653
EQUIPMENT RENTAL$5,225$4,114$853$258
REPAIR AND MAINTENANCE$2,731$2,150$446$135

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,772,718TotalAmt
Program Services$31,863,762ProgramServicesAmt
Management And General$1,678,307ManagementAndGeneralAmt
Fundraising$230,649FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,154,742BOYAmt
EOY$3,806,201EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$22,488,913BOYAmt
EOY$66,120,949EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,821,441BOYAmt
EOY$3,918,728EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,221BOYAmt
EOY$37,709EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,835BOYAmt
EOY$55,726EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$180,159LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$166,645LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,013BOYAmt
EOY$13,514EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,269,977BOYAmt
EOY$19,456,295EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$96,842,018BOYAmt
EOY$63,222,726EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$159,642,160BOYAmt
EOY$156,631,848EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,291,772BOYAmt
EOY$1,678,882EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,629,000BOYAmt
EOY$1,208,100EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,226,055BOYAmt
EOY$3,091,996EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,146,827BOYAmt
EOY$5,978,978EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$126,674,256BOYAmt
EOY$130,598,082EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,821,077BOYAmt
EOY$20,054,788EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$153,495,333BOYAmt
EOY$150,652,870EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$159,642,160BOYAmt
EOY$156,631,848EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$9,999,650ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$12,495,507NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$346,606OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,441,702CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,957,267CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,281,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,722,028CurrentTaxYearMinus1YearAmt
Current Tax Year$18,741,885CurrentTaxYearAmt
Total$118,144,549TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,441,702CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,957,267CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,281,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,722,028CurrentTaxYearMinus1YearAmt
Current Tax Year$18,741,885CurrentTaxYearAmt
Total$118,144,549TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$53,216,980SubstantialContributorsTotAmt
Public Support Total170$64,927,569PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$739,415CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$923,822CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,525,108CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,892,157CurrentTaxYearMinus1YearAmt
Current Tax Year$960,378CurrentTaxYearAmt
Total$6,040,880TotalAmt
FieldValueIRS element (for citing)
Total Support$124,185,429TotalSupportAmt
Public Support CY1700.52280PublicSupportCY170Pct
Public Support PY1700.51190PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$181,500FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$671,939FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$853,439FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$32,244,563FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$33,098,002FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$355,000CurrentYearMinus3Amt
Current Year Minus2$642,500CurrentYearMinus2Amt
Current Year Minus1$547,500CurrentYearMinus1Amt
Current Year$853,439CurrentYearAmt
Total$2,398,439TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$150,000CurrentYearMinus3Amt
Current Year Minus2$195,000CurrentYearMinus2Amt
Current Year Minus1$190,000CurrentYearMinus1Amt
Current Year$181,500CurrentYearAmt
Total$716,500TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held10DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held8FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,572,056DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$17,169,829FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$5,826,700DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$17,581,347FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$33,120,330DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$22,867,630FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$159,075,634BeginningYearBalanceAmt
Contributions$18,676,885ContributionsAmt
Investment Earnings Or Losses$11,859,057InvestmentEarningsOrLossesAmt
Other Expenditures$33,617,749OtherExpendituresAmt
End Year Balance$155,993,827EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$132,698,996BeginningYearBalanceAmt
Contributions$34,677,028ContributionsAmt
Investment Earnings Or Losses$15,554,849InvestmentEarningsOrLossesAmt
Other Expenditures$23,855,239OtherExpendituresAmt
End Year Balance$159,075,634EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$126,841,136BeginningYearBalanceAmt
Contributions$34,551,299ContributionsAmt
Investment Earnings Or Losses-$6,657,820InvestmentEarningsOrLossesAmt
Other Expenditures$22,035,619OtherExpendituresAmt
End Year Balance$132,698,996EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$103,485,633BeginningYearBalanceAmt
Contributions$29,738,267ContributionsAmt
Investment Earnings Or Losses$12,406,737InvestmentEarningsOrLossesAmt
Other Expenditures$18,789,501OtherExpendituresAmt
End Year Balance$126,841,136EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,923,508BeginningYearBalanceAmt
Contributions$19,386,702ContributionsAmt
Investment Earnings Or Losses$5,679,276InvestmentEarningsOrLossesAmt
Other Expenditures$16,503,853OtherExpendituresAmt
End Year Balance$103,485,633EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.87144BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.05379PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.07477TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$180,159OtherCostOrOtherBasisAmt
Depreciation$166,645DepreciationAmt
Book Value$13,514BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,514TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MULTI-STRATEGY$23,857,215F
U.S. FIXED INCOME$1,829,710F
HEDGE FUNDS$29,397,820F
PRIVATE EQUITY FUNDS$4,748,543F
FIXED INCOME - HEDGE FUNDS$3,283,512F
REAL ESTATE$105,876F
FieldValueIRS element (for citing)
Total Book Value Securities$63,222,676TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCRUED PENSION AND POSTRETIREMENT BENEFITSDesc
Amt$3,091,996Amt
FieldValueIRS element (for citing)
Total Liability$3,091,996TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$40,393,507TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$12,495,507NetUnrealizedGainsInvstAmt
Other Revenue$9,792,565OtherRevenueAmt
Revenue Not Reported-$2,702,942RevenueNotReportedAmt
Revenue Subtotal$43,096,449RevenueSubtotalAmt
Investment Expenses Not Incld$674,716InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,203OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$675,919RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$43,772,368TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$34,585,233TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,487,231OtherExpensesIncludedAmt
Expenses Not Reported$1,487,231ExpensesNotReportedAmt
Expenses Subtotal$33,098,002ExpensesSubtotalAmt
Investment Expenses Not Incld2$674,716InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$674,716ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$33,772,718TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS TO PROVIDE FUNDING AND SUPPORT FOR ITS PROGRAMS IN ACCORDANCE WITH APPLICABLE DONOR RESTRICTIONS.
PART X, LINE 2:THE FUND FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD FOR THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC SUBTOPIC 740-10 ALSO PROVIDES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. THE FUND HAS CONCLUDED THAT THERE WERE NO UNCERTAINTIES TO DISCLOSE. THE FUND IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2017.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE FROM A RELATED PARTY 9,857,565. ELIMINATING ENTRY - RELATED PARTY -65,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:PASS-THROUGH UNRELATED BUSINESS LOSS FROM ALTERNATIVE 1,203.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY EXPENSES 1,487,231.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICARegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTTypeOfActivitiesConductedTxt
Region Total Expenditures$24,407,050RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$24,407,050SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$24,407,050TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
PART I, LINE 3, COLUMN (F):INVESTMENTS IN THE REGION OF CENTRAL AMERICA AND THE CARIBBEAN CONSIST OF A DIRECT INVESTMENT IN A HEDGE FUND AS WELL AS INVESTMENTS HELD IN PRIVATE EQUITY FUND OF FUNDS.
PART IV, LINE 3 AND 4:THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 OR FORM 8621 BECAUSE IT DOES NOT MEET THE APPLICABLE OWNERSHIP THRESHOLD OR OTHER FILING REQUIREMENTS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (208 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
350ORG
20 JAY STREET SUITE 732BROOKLYNNY112018352261150699501(C)(3)$10,000GENERAL SUPPORT
A BETTER BALANCE
40 WORTH STREET 10TH FLOORNEW YORKNY10013203664771501(C)(3)$227,500PROJECT SUPPORT - DEMOCRACY SUMMER FELLOWSHIP, FAMILY FRIENDLY POLICIES, PREEMPTION WORK
ACTION CENTER ON RACE AND THE ECONOMY INSTITUTE
1901 W CARROLL AVECHICAGOIL606122401821199695501(C)(3)$120,000PROJECT SUPPORT - SENIOR RESEARCH ANALYST
AIR ALLIANCE HOUSTON
3914 LEELAND STHOUSTONTX770035648760461030501(C)(3)$175,000PROJECT SUPPORT - AIR QUALITY MONITORING
ALLIANCE FOR YOUTH ORGANIZING
915 5TH ST NWWASHINGTONDC200012501462465621501(C)(3)$86,000PROJECT SUPPORT - MOVE TX CORPUS CHRISTI, NUECES COUNTRY EXPANSION, LEADERS IGNITING TRANSFORMATION EDUCATION FUND
ALLIED MEDIA PROJECTS INC
4126 3RD STREETDETROITMI482011612010559608501(C)(3)$335,000PROJECT SUPPORT - KAIROS FELLOWSHIP
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE NW STE 600WASHINGTONDC200364132521190211501(C)(3)$100,000GENERAL SUPPORT
ANIMAS VALLEY INSTITUTE
PO BOX 1020DURANGOCO813021020841489411501(C)(3)$300,000PROJECT SUPPORT - PROGRAM SCHOLARSHIPS
APPALACHIAN CITIZENS LAW CENTER
317 MAIN STREETWHITESBURGKY41858611401589501(C)(3)$25,000PROJECT SUPPORT - JUST TRANSITION POLICY INITIATIVES
APPALACHIAN PEACE EDUCATION CENTER INC
PO BOX 1831ABINGDONVA24210521393896501(C)(3)$7,500PROJECT SUPPORT - SCALE, INC.'S RURAL-URBAN DIVIDE
APPALACHIAN SUSTAINABLE DEVELOPMENT
1096 OLE BERRY ROAD SUITE 100ABINGDONVA242120791311445533501(C)(3)$15,000GROUNDWORK PAID WORKFORCE
APPALACHIAN VOICES
589 WEST KING STREETBOONENC28607562049956501(C)(3)$140,000PROJECT SUPPORT - RECLAIMING APPALACHIAN COALITION, VCHEC, AND VIRGINIA TRANSITION POLICY
ARIZONA CENTER FOR EMPOWERMENT
3120 N 19TH AVENUE SUITE 190PHOENIXAZ850152432272366780501(C)(3)$365,000GENERAL SUPPORT, DEMOCRACY AND PREEMPTION WORK IN ARIZONA
BARD COLLEGE
PO BOX 3000ANNANDALEONHUDSONNY125045000141713034501(C)(3)$15,000PROJECT SUPPORT- BARD PRISON INITIATIVE
BETTER FUTURE PROJECT INC
30 BOW STCAMBRIDGEMA021385001471015198501(C)(3)$293,000GENERAL SUPPORT, LAW STUDENT CLIMATE ACCOUNTABILITY, DIVEST ED PROGRAM
BEYOND PESTICIDES
701 E STREET SEWASHINGTONDC200032803521360541501(C)(3)$75,000ORGANICEYE
BIG BEND CONSERVATION ALLIANCE
PO BOX 1721ALPINETX79831473670796501(C)(3)$55,000GENERAL SUPPORT AND PROJECT SUPPORT - CLIMATE CHANGES EFFORTS IN TEXAS
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC276124844272459538501(C)(3)$100,000PROJECT SUPPORT - NONPARTISAN CIVIC ENGAGEMENT PROGRAM
BOLD EDUCATION FUND INC
208 S BURLINGTON AVE BOX 326HASTINGSNE689015904455369198501(C)(3)$100,000PROJECT SUPPORT - PIPELINE FIGHTER HUB
BRENNAN CENTER FOR JUSTICE
120 BROADWAY SUITE 1750NEW YORKNY102710002133839293501(C)(3)$25,000GENERAL SUPPORT
BUSINESS EDUCATION FUND
6218 GEORGIA AVE NW STE 542WASHINGTONDC200115125842969739501(C)(3)$200,000PROJECT SUPPORT - MAIN STREET ALLIANCE
BVM CAPACITY BUILDING INSTITUTE INC
3645 MARKETPLACE BLVDEAST POINTGA303445747823835203501(C)(3)$107,000PROJECT SUPPORT - NONPARTISAN CIVIC ENGAGEMENT PROGRAM
CAMPAIGN LEGAL CENTER
1101 14TH ST NW SUITE 400WASHINGTONDC20005043608387501(C)(3)$200,000PROJECT SUPPORT - VOTER PROTECTION LITIGATION & ADVOCACY
CARRIZO COMECRUDO TRIBE OF TEXAS
1250 ROEMER LNFLORESVILLETX781145924752830923501(C)(3)$83,000GENERAL AND PROJECT SUPPORT - HONOR THE GARCIA PASTURE IN BROWNSVILLE
CASA
8151 15TH AVENUEHYATTSVILLEMD207833501521372972501(C)(3)$110,000PROJECT SUPPORT - NONPARTISAN CIVIC ENGAGEMENT ORGANIZING AND RESEARCH
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC200054746300126510501(C)(3)$50,000PROJECT SUPPORT - WOMEN'S INITIATIVE
CENTER FOR CIVIC POLICY
625 SILVER AVENUE SW SUITE 320ALBUQUERQUENM871257616010869701501(C)(3)$25,000PROJECT SUPPORT - NEW MEXICO NARRATIVE PROJECT 2.0
CENTER FOR COALFIELD JUSTICE
PO BOX 4023WASHINGTONPA15301251781592501(C)(3)$115,000PROJECT SUPPORT - NONPARTISAN CIVIC ENGAGEMENT, NET PLATFORM, PA STATEWIDE TRANSITION PLANNING
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY 7TH FLRNEW YORKNY100122317226082880501(C)(3)$85,000GENERAL SUPPORT
CENTER FOR DEMOCRATIC AND ENVIRONMENTAL RIGHTS
1320 N HOLLIS STSPOKANEWA992013012843247477501(C)(3)$25,000GENERAL SUPPORT
CENTER FOR ECOLITERACY
2150 ALLSTON WAY STE 270BERKELEYCA947041377942911417501(C)(3)$65,000GENERAL SUPPORT
CENTER FOR ENERGY AND ENVIRONMENT
212 3RD AVENUE NORTH SUITE 560MINNEAPOLISMN554011459411647799501(C)(3)$15,000PROJECT SUPPORT - COMMUNITY TRANSITION PLAN
CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN ST STE ABROOKLYNNY112372790453813436501(C)(3)$245,000GENERAL SUPPORT AND PROJECT SUPPORT FOR ECONOMIC JUSTICE AGENDA, LOCAL PROGRESS, THE FORGE(PROJECT SUPPORT)
CENTER FOR PUBLIC POLICY PRIORITIES DBA EVERY TEXAN
7020 EASY WIND DR STE 200AUSTINTX787522373742898197501(C)(3)$75,000PROJECT SUPPORT - PREEMPTION AND PUBLIC EDUCATION
CERES
99 CHAUNCY STREET 6TH FLRBOSTONMA021111703223053747501(C)(3)$15,000GENERAL SUPPORT
CHANGELAB SOLUTIONS
2201 BROADWAY STE 502OAKLANDCA946123063263710746501(C)(3)$60,000PROJECT SUPPORT - PREEMPTION AND HEALTH EQUITY
CHESAPEAKE CLIMATE ACTION NETWORK
6930 CARROLL AVE STE 720TAKOMA PARKMD209124499113644283501(C)(3)$50,000PROJECT SUPPORT - CLIMATE ACCOUNTABILITY CAUCUS INITIATIVE
CITIZENS FOR PENNSYLVANIA'S FUTURE (PENNFUTURE)
610 N 3RD STHARRISBURGPA171011113311607866501(C)(3)$60,000PROJECT SUPPORT - POLICY WORK AND PUBLIC EDUCATION ON FRACKED GAS PETROCHEMICALS, AND PLASTICS
CLEAN AIR COALITION OF WESTERN NEW YORK INC
52 LINWOOD AVEBUFFALONY14209270746038501(C)(3)$70,000PROJECT SUPPORT - NEW YORK STATE REMEDIATION EFFORTS
CLEAN AIR COUNCIL
135 S 19TH STREET SUITE 300PHILADELPHIAPA19103231683461501(C)(3)$50,000PROJECT SUPPORT - NATURAL GAS INFRASTRUCTURE IN PENNSYLVANIA
COALFIELD DEVELOPMENT CORPORATION
POBOX 1133 312 HALL STREETWAYNEWV255701133263836207501(C)(3)$165,000PROJECT SUPPORT - NET PLATFORM, WORKFORCE READINESS AND PROFESSIONAL SUCCESS (WRAPS) WORKFORCE TRAINING PROGRAM
COLORADO FISCAL INSTITUTE
1905 SHERMAN STREET SUITE 225DENVERCO802031140461281109501(C)(3)$30,000PROJECT SUPPORT - JUST TRANSITION CASH FUND
COLUMBIA RIVERKEEPER FISCAL SPONSOR OF POWER PAST FRACKED GAS
111 3RD STHOOD RIVEROR970312009911583492501(C)(3)$75,000PROJECT SUPPORT - POWER PAST FRACKED GAS
COMMON CAUSE EDUCATION FUND
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COMMONWEALTH FOUNDATION INC
1515 OXFORD STREET SUITE 1DBERKELEYCA94709222543558501(C)(3)$50,000PROJECT SUPPORT - PA STANDS UP INSTITUTE
COMMUNITY CHANGE
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COMMUNITY FARM ALLIANCE INC
119 1/2 WEST MAIN STREETBEREAKY404030130611092056501(C)(3)$7,500PROJECT SUPPORT - KENTUCKY BLACK FARMER FUND
CONSERVATION MINNESOTA
1101 WEST RIVER PARKWAY SUITE 250MINNEAPOLISMN554154853412017329501(C)(3)$40,000PROJECT SUPPORT - ECONOMIC DEVELOPMENT IN MINNESOTA
CONSTELLATION FUND
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CORNELL UNIVERSITY MILDRED WARNER
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DEMOCRACY NORTH CAROLINA
3000 AERIAL CENTER PARKWAY SUITEMORRISVILLENC27560562271150501(C)(3)$150,000PROJECT SUPPORT - NONPARTISAN VOTER PROTECTION160
DOCTORS WITHOUT BORDERS USA
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EARTHRIGHTS INTERNATIONAL
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EARTHWORKS
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ECONOMIC POLICY INSTITUTE
1225 EYE ST NW 600WASHINGTONDC200055960521368964501(C)(3)$60,000PROJECT SUPPORT - PREEMPTION REPORT
EL PUENTE DE WILLIAMSBURG INC
211 SOUTH 4TH STREETBROOKLYNNY11211112614265501(C)(3)$75,000PROJECT SUPPORT - LATINO CLIMATE ACTION NETWORK
ENVIRONMENTAL INTEGRITY PROJECT
1000 VERMONT AVE NW STE 1100WASHINGTONDC200054939201326922501(C)(3)$365,000PROJECT SUPPORT - OIL, GAS, PETROCHEMICAL, AND PLASTICS POLICY WORK
EQUALITY FEDERATION INSTITUTE
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ESSENTIAL PARTNERS
186 ALEWIFE BROOK PKWY STE 212CAMBRIDGEMA021381134223432160501(C)(3)$10,000GENERAL SUPPORT
FAIR COUNT INC
PO BOX 170382ATLANTAGA303170382582421574501(C)(3)$7,000PROJECT SUPPORT - NONPARTISAN CIVIC ENGAGEMENT
FAIR SHAKE ENVIRONMENTAL LEGAL SERVICES
5614 ELGIN ST FL 2PITTSBURGHPA152061514462642901501(C)(3)$50,000PROJECT SUPPORT - OIL, GAS, AND PETROCHEMICAL POLICY WORK IN UPPER OHIO RIVER VALLEY
FAITH IN ACTION
999 NORTH CAPITOL STREET NE SUITEWASHINGTONDC20002942206497501(C)(3)$75,000GENERAL SUPPORT200
FAITH IN FLORIDA INC
406 EAST AMELIA STREETORLANDOFL328035316593151613501(C)(3)$50,000PROJECT SUPPORT - NONPARTISAN CIVIC ENGAGEMENT ORGANIZING PROGRAM
FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM INC
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FIDELITY INVESTMENTS CHARITABLE GIFT FUND
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FOOD & WATER WATCH
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FRESH ENERGY
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FRIENDS OF HRDC FOUNDATION
2425 WYOMING AVENUE NWWASHINGTONDC200081644471795987501(C)(3)$550,000GENERAL SUPPORT
FRIENDS OF THE CHEAT INC
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FRIENDS OF THE HEADWATERS
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FULL PLATES FULL POTENTIAL
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GENERATION WEST VIRGINIA
PO BOX 361LEWISBURGWV24901813004556501(C)(3)$202,500PROJECT SUPPORT - JUST TRANSITION, NET PLATFORM, NEWFORCE AND IMPACT FELLOWSHIP, STAFF CAPACITY EXPANSION
GREEN AMERICA
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GREENPEACE FUND INC
702 H ST NW STE 300WASHINGTONDC200013876953313195501(C)(3)$50,000GENERAL SUPPORT, WHAT CAN I DO? GROWING THE CLIMATE MOVEMENT
GRENED-USA INC
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GRIST MAGAZINE INC
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GUNVIOLENCEARCHIVE INC
1133 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036463582959501(C)(3)$250,000GENERAL SUPPORT810
HEADWATERS ECONOMICS INC
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HEALTHY GULF
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HIP HOP CAUCUS EDUCATION FUND INC
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INGLESIDE ON THE BAY COASTAL WATCH ASSOCIATION
1018 BAYSHORE DRIVEINGLESIDETX783624647843561197501(C)(3)$100,000PROJECT SUPPORT - LA QUINTA CHANNEL
INQUIRING SYSTEMS INC
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INSIGHT MEDITATION SOCIETY INC
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INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS
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INSTITUTE FOR LOCAL SELF-RELIANCE
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INTERNATIONAL PARTNERS IN MISSION (IPM)
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IPM VOICE INC
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ISAIAH
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LIVEABLE ARLINGTON
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LOUISIANA BUCKET BRIGADE
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MAINE COAST HERITAGE TRUST
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MAINE COMMUNITY FOUNDATION
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MAINE PEOPLE'S ALLIANCE
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MAINE PEOPLES RESOURCE CENTER
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MAINE-WABANAKI REACH
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MAKE THE ROAD NEW YORK
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MARCH ON MARYLAND INC
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MARSHALL UNIVERSITY RESEARCH CORPORATION
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MEALS ON WHEELS AMERICA
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MIJENTE SUPPORT COMMITTEE
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MISSOURI ORGANIZING AND VOTER ENGAGEMENT COLLABORATIVE
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MOMSRISING EDUCATION FUND
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MOTHERS OUT FRONT INC
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MOUNT DESERT LAND AND GARDEN PRESERVE
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MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT INC
433 CHESTNUT STREETBEREAKY404031510310900246501(C)(3)$115,000PROJECT SUPPORT - NET PLATFORM, REGIONAL ENERGY AND ENTREPRENEURSHIP PROGRAMMING
MOUNTAIN WATERSHED ASSOCIATION
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MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES
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NAACP EMPOWERMENT PROGRAMS
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NATIONAL ABORTION FEDERATION
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NATIONAL DOMESTIC WORKERS ALLIANCE INC
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NATIONAL INSTITUTE FOR PEER SUPPORT 501 (C)(3) FISCAL SPONSOR FOR EXTINCTI
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NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES
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NATURAL CAPITAL INVESTMENT FUND INC
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NDN COLLECTIVE INC
317 MAIN ST STE 1RAPID CITYSD577012837823776329501(C)(3)$224,000PROJECT SUPPORT - NDN ACTION 2020 NOKXL GREAT PLAINS CAMPAIGN, PROMISE TO PROTECT COALITION
NEO PHILANTHROPY INC
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NEW ECONOMY COALITION INC
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NEW FLORIDA MAJORITY EDUCATION FUND INC
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NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE INC
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NEW MEXICO INTERFAITH POWER AND LIGHT
PO BOX 27162ALBUQUERQUENM871257162264654545501(C)(3)$35,000PROJECT SUPPORT - CITIZENS CARING FOR THE FUTURE
NEW MEXICO VOICES FOR CHILDREN
625 SILVER AVE SW STE 195ALBUQUERQUENM871023186850348301501(C)(3)$132,050PROJECT SUPPORT - DEVELOPMENT, ECONOMIC DIVERSIFICATION PROJECT
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036205806345501(C)(3)$1,090,000PROJECT SUPPORT - LOCAL SOLUTIONS SUPPORT CENTER, WOMEN EFFECT FUND, EVERGREEN COLLABORATIVE300
NEW YORK PUBLIC INTEREST RESEARCH GROUP FUND INC
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NISKANEN CENTER
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NONPROFIT LEGAL SERVICES OF UTAH INC
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NORTH MAIN STREET FUND
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NORTHERN PLAINS RESOURCE COUNCIL
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OHIO ORGANIZING COLLABORATIVE
25 EAST BOARDMAN STREETYOUNGSTOWNOH445031843261601472501(C)(3)$89,000GENERAL AND PROJECT SUPPORT - RESEARCH
OHIO VALLEY ENVIRONMENTAL COALITION
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OIL & GAS ACTION NETWORK
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ONE ARIZONA
530 E MCDOWELL RD STE 107448PHOENIXAZ850041549371782220501(C)(3)$20,000GENERAL SUPPORT
ORGANIC CONSUMERS ASSOCIATION
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ORGANIZE FLORIDA EDUCATION FUND - FLORIDA RISING TOGETHER
134 E COLONIAL DRORLANDOFL328011234274384675501(C)(3)$85,000PROJECT SUPPORT - DIGITAL PREEMPTION PUBLIC EDUCATION CAMPAIGN
P3 LAB AT JOHNS HOPKINS UNIVERSITY
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PARTNERSHIP FOR CIVIL JUSTICE FUND
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PARTNERSHIP FOR POLICY INTEGRITY
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PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
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PLENTY DOORS COMMUNITY DEVELOPMENT CORPORATION
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POST-LANDFILL ACTION NETWORK
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POWDER RIVER BASIN RESOURCE COUNCIL
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PREBLE STREET
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PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
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PROGEORGIA STATE TABLE INC
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PUBLIC CITIZEN INC
1600 20TH STREET NWWASHINGTONDC200091001237104508501(C)(4)$45,000PROJECT SUPPORT - LITIGATION REGARDING TEXAS RAILROAD COMMISSION
PURPOSE FOUNDATION
115 5TH AVENUENEW YORKNY100031004273106760501(C)(3)$30,000PROJECT SUPPORT - FAMILY STORY
PUSHBLACK
625 MONROE ST NE APT 109WASHINGTONDC200171787813834388501(C)(3)$360,000GENERAL SUPPORT
REAL NEWS PROJECT INC
PO BOX 1103NEW YORKNY102761103204219729501(C)(3)$25,000GENERAL SUPPORT
RED TOMATO
76 EVERETT SKINNER RDPLAINVILLEMA027621624043375151501(C)(3)$10,000GENERAL SUPPORT
REGENERATION INTERNATIONAL
1005 3RD AVELONGMONTCO805015319812613372501(C)(3)$50,000GENERAL SUPPORT
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE
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REGION 10 LEAGUE FOR ECONOMIC ASSISTANCE & PLANNING INC
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RESTAURANT OPPORTUNITIES CENTERS ROC UNITED INC
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RGISC INC
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RIVER VALLEY ORGANIZING (HARM REDUCTION COALITION)
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ROGUE CLIMATE
PO BOX 1980PHOENIXOR975351980464714467501(C)(3)$25,000GENERAL SUPPORT
RURAL ACTION INC
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SAN JUAN CITIZENS ALLIANCE
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SHARE OUR STRENGTH
1030 15TH ST NW STE 1100WWASHINGTONDC200051531521367538501(C)(3)$15,000PROJECT SUPPORT - NO KID HUNGRY
SMARTMEME INC
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SOCIETY OF NATIVE NATIONS
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SOLAR UNITED NEIGHBORS
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SOLIDAIRE NETWORK
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SOUTHERN COALITION FOR SOCIAL JUSTICE
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SOUTHERN INSTITUTE FOR PUBLIC LIFE
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SPROUTING FARMS
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STAND UP NASHVILLE
PO BOXNASHVILLETN372290000830602074501(C)(3)$40,000PROJECT SUPPORT - DIGITAL PREEMPTION AND PUBLIC EDUCATION
STATE INNOVATION EXCHANGE
PO BOX 260230MADISONWI537260230461368531501(C)(3)$25,000PROJECT SUPPORT - LOCAL NONPARTISAN DEMOCRACY EFFORTS IN ARIZONA
STATE VOICES
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SUSTAINABLE MARKETS FOUNDATION
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SWITCHBOARD TRAINERS NETWORK
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TAKEACTION MINNESOTA EDUCATION FUND
705 RAYMOND AVE STE 100SAINT PAULMN551141967411635130501(C)(3)$550,000GENERAL SUPPORT
TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND
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TEXAS ENVIRONMENTAL JUSTICE ADVOCACY SERVICES
6733 HARRISBURG BLVDHOUSTONTX770114431020749601501(C)(3)$20,000GENERAL SUPPORT
TEXAS RIOGRANDE LEGAL AID
301 S TEXAS AVEMERCEDESTX785703125741675230501(C)(3)$240,000PROJECT SUPPORT - OIL AND GAS POLICY WORK IN BROWNSVILLE SHIP CHANNEL
THE GEORGIA COALITION FOR THE PEOPLES AGENDA INC
501 PULLIAM ST SW 410ATLANTAGA303122755311770856501(C)(3)$7,000PROJECT SUPPORT - NONPARTISAN GOTV EFFORTS AND ELECTION PROTECTION
THE LAND INSTITUTE
2440 E WATER WELL ROADSALINAKS674019051480842156501(C)(3)$567,000PROJECT SUPPORT - ECOSPHERE STUDIES PROGRAM
THE LEARNING COUNCIL
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54 CHICON STAUSTINTX787025451742619883501(C)(3)$100,000PROJECT SUPPORT - PUBLIC HEALTH WATCH
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99 BISHOP ALLEN DRIVECAMBRIDGEMA021393428640939004501(C)(3)$20,000GENERAL SUPPORT
THURGOOD MARSHALL CIVIL RIGHTS CENTER AT HOWARD UNIVERSITY SCHOOL OF LAW
2244 10TH ST NW STE 413WASHINGTONDC200014012530204707501(C)(3)$100,000PROJECT SUPPORT - THURGOOD MARSHALL CIVIL RIGHTS AND ENVIRONMENTAL JUSTICE CENTER STAFF ATTORNEY
TIDES CENTER
1014 TORNEY AVENUESAN FRANCISCOCA941291755943213100501(C)(3)$300,000PROJECT SUPPORT - DETROIT ACTION FOR A NEW ECONOMY
TIDES FOUNDATION
1012 TORNEY AVENUESAN FRANCISCOCA94129510198509501(C)(3)$658,400PROJECT SUPPORT - BLACK LEADERS ORGANIZING FOR COMMUNITIES EDUCATION FUND
TO NIZHONI ANI
PO BOX 657KYKOTSMOVIAZ860390657571153178501(C)(3)$75,000PROJECT SUPPORT - TRANSITION WORK ON THE NAVAJO NATION
TOLANI LAKE ENTERPRISES INC
HC 61 BOX 320WINSLOWAZ860479338860999543501(C)(3)$90,000PROJECT SUPPORT - NET PLATFORM, TRIBAL TRANSITION CHALLENGES
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE 4TH FLOORBOSTONMA022151390042103547501(C)(3)$65,000PROJECT SUPPORT - GLOBAL DEVELOPMENT POLICY CENTER
TULANE ENVIRONMENTAL LAW CLINIC
6823 ST CHARLES AVENEW ORLEANSLA701185665720423889501(C)(3)$100,000PROJECT SUPPORT - CAPACITY BUILDING IN LOUISIANA
TURTLE ISLAND RESTORATION NETWORK
PO BOX 370FOREST KNOLLSCA949330370911818080501(C)(3)$20,000PROJECT SUPPORT - OIL AND GAS POLICY WORK IN GULF COAST OF TEXAS
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA021383742042535767501(C)(3)$75,000PROJECT SUPPORT - CLIMATE ACCOUNTABILITY CAMPAIGN
UNITED CHARITABLE
8201 GREENSBORO DR STE 702TYSONSVA221023818204286082501(C)(3)$100,000PROJECT SUPPORT - CLIMATE PARENT FELLOWSHIP PILOT PROJECT
UNITED FOR A FAIR ECONOMY
184 HIGH ST STE 603BOSTONMA021103160043286118501(C)(3)$10,000GENERAL SUPPORT
UNKITAWA
23103 MARINE VIEW DR SDES MOINESWA981987345832398323501(C)(3)$100,000PROJECT SUPPORT - MAZASKA TALKS
USAHELLO
PO BOX 15167PORTLANDOR972935167453789421501(C)(3)$505,200GENERAL SUPPORT AND TO SUPPORT A DIRECTOR POSITION
VOCES DE LA FRONTERA
1027 S 5TH STMILWAUKEEWI532041734392010107501(C)(3)$325,000GENERAL SUPPORT
VOICES FOR A SUSTAINABLE FUTURE INCORPORATED
6909 LAUREL AVENUETAKOMA PARKMD209137558271940927501(C)(3)$20,000PROJECT SUPPORT - JUST TRANSITION LISTENING PROJECT (JTLP)
VOTER CHOICE EDUCATION FUND INC
44 TEMPLE PLACE 5TH FLOORBOSTONMA021111309814563577501(C)(3)$10,000GENERAL SUPPORT
WASHINGTON ENVIRONMENTAL COUNCIL
1402 THIRD AVENUE SUITE 1400SEATTLEWA98101910839385501(C)(3)$75,000PROJECT SUPPORT - STAND UP TO OIL
WEST VIRGINIA RIVERS COALITION INC
3501 MACCORKLE AVE SECHARLESTONWV253041419521736621501(C)(3)$30,000PROJECT SUPPORT - STOP THE MOUNTAIN VALLEY PIPELINE
WESTERN ENVIRONMENTAL LAW CENTER
120 SHELTON MCMURPHEY BLVD STE 340EUGENENM974018718931010269501(C)(3)$100,000PROJECT SUPPORT - OIL AND GAS PRODUCTION IN NEW MEXICO
WESTERN ORGANIZATION OF RESOURCE COUNCILS
220 S 27TH STREETBILLINGSMT591014106450356819501(C)(4)$80,000PROJECT SUPPORT - RECLAMATION OF COAL MINES AND COAL ASH PONDS
WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATION PROJECT
220 SOUTH 27TH STREET SUITE BBILLINGSMT59101841123481501(C)(3)$25,000PROJECT SUPPORT - PAPER ON CLIMATE IMPACTS OF OIL AND GAS REMEDIATION
WILDEARTH GUARDIANS
301 N GUADALUPE STREET SUITE 201SANTA FENM875012933850406306501(C)(3)$180,000PROJECT SUPPORT - CLEAN AIR ACT IN NEW MEXICO
WIN MINNESOTA
1600 UNIVERSITY AVE W STE 309CSAINT PAULMN551043800743238362501(C)(4)$50,000PROJECT SUPPORT - MINNESOTA VOICE
WOMEN'S REFUGEE COMMISSION INC
15 WEST 37TH STREET 9TH FLOORNEW YORKNY100185381463668128501(C)(3)$10,000GENERAL SUPPORT
WORKING AMERICA EDUCATION FUND
815 SIXTEENTH STREET NWWASHINGTONDC20006202035052501(C)(3)$25,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org205Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationBEFORE GRANT FUNDING IS PROVIDED TO AN ORGANIZATION, THE ROCKEFELLER FAMILY FUND (THE FUND) PERFORMS A DUE DILIGENCE CHECK TO CONFIRM THAT THE ORGANIZATION IS IN GOOD STANDING AND A RECOGNIZED PUBLIC CHARITY OR OTHER TYPE OF PERMISSIBLE GRANTEE. GRANT FUNDS ARE PROVIDED AFTER A GRANT AGREEMENT IS EXECUTED BY BOTH PARTIES SETTING OUT THE PERMISSIBLE AND PROHIBITED USES OF FUNDS. THE FUND MONITORS THE USE OF GRANT FUNDS IN A VARIETY OF WAYS: THE FUND REQUIRES AN ANNUAL NARRATIVE REPORT OF ACTIVITIES FINANCED BY THE GRANT. IF RELEVANT, A FINANCIAL REPORT DETAILING THE EXPENDITURE OF GRANT FUNDS IS REQUIRED. OFTEN LARGER GRANTS ARE DISTRIBUTED IN AT LEAST TWO PAYMENTS, WITH THE LATTER PAYMENT RELEASED ONLY AFTER REVIEW OF THE GRANTEE'S WORK DURING THE PREVIOUS PERIOD. FOR SIGNIFICANT GRANTS, THE FUND REGULARLY SPEAKS WITH THE GRANTEE THROUGHOUT THE GRANT PERIOD TO ASSESS THE GRANTEE'S PERFORMANCE AND DISCUSS CORRECTIVE ACTION, IF NECESSARY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEE H WASSERMAN
DIRECTOR & SECRETARY$326,760$0$0$0$531,285$0$815,715$0$34,912$0$1,708,672$0$494,832$0
LAWRENCE G SHAPIRO
ASSOCIATE DIRECTOR-PROG. DEV.$265,193$0$0$0$332,924$0$48,990$0$13,418$0$660,525$0$325,548$0
LISA GUIDE
ASSOCIATE DIRECTOR$249,948$0$0$0$329,191$0$37,500$0$34,178$0$650,817$0$325,548$0
JULIE FERNANDES
ASSOCIATE DIRECTOR-IA&IL$219,948$0$0$0$1,107$0$33,267$0$33,938$0$288,260$0$0$0
KATHARINE REDFORD
EXE. DIRECTOR, EQUATION CAMPAIGN$219,169$0$0$0$1,012$0$13,219$0$32,289$0$265,689$0$0$0
HEIDI BINKO
EXECUTIVE DIRECTOR-JTF$207,656$0$0$0$670$0$28,984$0$22,033$0$259,343$0$0$0
ROXANNE STACHOWSKI
SR MANAGER FOR EXECUTIVE INITIATIVES$102,142$0$0$0$174$0$15,900$0$34,406$0$152,622$0$0$0
ANDREA LAWYER
TREASURER$96,358$0$0$0$456$0$13,871$0$13,365$0$124,050$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHOUSING ALLOWANCE IS BASED ON A FIXED AMOUNT DETERMINED BY THE COMPENSATION COMMITTEE. THE 2020 HOUSING ALLOWANCE IN THE AMOUNT OF $31,800 PAID TO LEE WASSERMAN, DIRECTOR & SECRETARY, IS INCLUDED IN THE REPORTABLE COMPENSATION, PART II, COLUMN B (III).
PART I, LINE 4BEFFECTIVE JANUARY 1, 2015, THE ROCKEFELLER FAMILY FUND IMPLEMENTED A SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN (SERP) FOR SELECTED EMPLOYEES OF THE FUND. THE FUND'S SERP IS A NONQUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN, ESTABLISHED TO PROVIDE THE PARTICIPANTS WITH SUPPLEMENTAL RETIREMENT BENEFITS. UNDER THE TERMS OF THE PLAN, A DESIGNATED ANNUAL AMOUNT WILL BE ACCRUED ON BEHALF OF THE PARTICIPANTS ON JANUARY 1ST OF EACH CALENDAR YEAR. AMOUNTS CREDITED TO THE PARTICIPANTS' ACCOUNTS EARN INTEREST AT THE 10-YEAR U.S. TREASURY RATE ON JANUARY 1ST OF THE PLAN YEAR AND CREDITED TO THE PARTICIPANTS' ACCOUNTS ON DECEMBER 31ST OF EACH PLAN YEAR. THE PARTICIPANTS' VESTING DATE OCCUR ON THE FIFTH ANNIVERSARY OF THE PARTICIPATION DATE. IN JANUARY 2020, FINAL DISTRIBUTIONS WERE MADE TO THE PLAN PARTICIPANTS, AS INSTRUCTED BY THE SUPPLEMENTAL RETIREMENT PLAN AGREEMENTS, TOTALING $1,145,928. FOR 2020, THE DISTRIBUTION AMOUNTS ARE REPORTED IN PART II, COLUMN (B)(III), DETAIL AS FOLLOWS: LEE H. WASSERMAN - $494,832, LAWRENCE G. SHAPIRO - $325,548, AND LISA GUIDE - $325,548. IN MARCH 2020, THE FUND ENTERED INTO A NEW SUPPLEMENTAL RETIREMENT PLAN. AS OF DECEMBER 31, 2020, A LIABILITY OF $761,565 IS INCLUDED IN PENSION COSTS REPRESENTING THE VALUE OF THE FUND'S CURRENT OBLIGATION TO THE SERP. FOR 2020, THE NONTAXABLE AMOUNT IS REPORTED IN PART II, COLUMN (C), DETAIL AS FOLLOWS: LEE H. WASSERMAN - $761,565.
PART II, LINE 8:THE TREASURER IS PAID BY AN UNRELATED ORGANIZATION, ROCKEFELLER BROTHERS FUND (RBF), EIN 13-1760106, FOR SERVICES RENDERED TO THE FILING ORGANIZATION. TWENTY-FIVE HOURS PER WEEK ARE DEVOTED AND ITS ALLOCABLE SHARE OF COMPENSATION, PENSION, AND BENEFITS ARE REPORTED ON PART VII.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$5,258,122NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG. SELLING PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS REPRESENTS THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LUCIA GILL CASE AND PETER GILL CASE HAVE A FAMILY RELATIONSHIP. MICHAEL LAMBERT AND REBECCA LAMBERT HAVE A FAMILY RELATIONSHIP. ELIZA ROCKEFELLER AND TARA ROCKEFELLER HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 AND SUPPORTING SCHEDULES ARE REVIEWED AND APPROVED BY SENIOR MANAGEMENT AND THEN DISTRIBUTED VIA EMAIL, IN PDF FORMAT, TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, AND KEY PERSON MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS: (A) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) READ AND UNDERSTANDS THE POLICY, (C) AGREED TO COMPLY WITH THE POLICY, (D)SUBMITTED A STATEMENT TO THE SECRETARY IDENTIFYING TO THE BEST OF SUCH INDIVIDUAL'S KNOWLEDGE (I) ANY ENTITY OF WHICH SUCH INDIVIDUAL IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OWNER, OR EMPLOYEE AND WITH WHICH THE ORGANIZATION HAS A RELATIONSHIP, AND (II) ANY TRANSACTION IN WHICH THE ORGANIZATION IS A PARTICIPANT AND IN WHICH THE INDIVIDUAL MIGHT HAVE A CONFLICTING INTEREST, AND (III) ANY RELATED PARTY TRANSACTIONS, AND(E) UNDERSTANDS THE FUND IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. STEPS IN DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE MUST LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS MUST DECIDE IF A CONFLICT OF INTEREST EXISTS. IN NO EVENT CAN AN INTERESTED PERSON INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO A CONFLICT OR POSSIBLE CONFLICT. RESTRICTIONS IMPOSED ON PERSONS WITH A CONFLICT: IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT MUST INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION B, LINE 15THE ROCKEFELLER FAMILY FUND INDEPENDENT EXECUTIVE COMMITTEE REVIEWS ALL COMPENSATION MATTERS. THE COMMITTEE MEETS ANNUALLY TO CONSIDER THE PERFORMANCE OF THE DIRECTOR AND, AT REGULAR INTERVALS, CONSIDER COMPARABLE COMPENSATION DATA FOR CEOS IN CHARGE OF SIMILAR ORGANIZATIONS. ON THE BASIS OF THE ANNUAL PERFORMANCE REVIEW AND SAID COMPENSATION DATA, THE COMMITTEE ESTABLISHES THE COMPENSATION FOR THE DIRECTOR FOR THE SUCCEEDING YEAR. THE COMMITTEE ALSO REVIEWS THE DIRECTOR'S COMPENSATION RECOMMENDATIONS FOR OTHER KEY ORGANIZATIONAL STAFF. THE COMMITTEE MAINTAINS CONTEMPORANEOUS DOCUMENTATION OF ITS PROCEEDINGS, DELIBERATIONS, AND SUPPORTING MATERIAL IN THE MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE FUND'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A:ANDREA LAWYER DEVOTES APPROXIMATELY 25 HOURS PER WEEK TO ACCOUNTING AND FINANCIAL REPORTING SERVICES FOR THE ROCKEFELLER FAMILY FUND (RFF). MS. LAWYER IS PAID FOR THESE SERVICES BY THE ROCKEFELLER BROTHERS FUND (RBF) PURSUANT TO A COST-SHARING AGREEMENT BETWEEN RBF AND RFF. RFF REIMBURSES RBF FOR HER SERVICES PURSUANT TO THE AGREEMENT.
FORM 990, PART IX, LINE 11GADMINISTRATIVE AND PROGRAMMATIC CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 4,247,130. MANAGEMENT AND GENERAL EXPENSES 16,725. FUNDRAISING EXPENSES 16,467. TOTAL EXPENSES 4,280,322.
FORM 990, PART XI, LINE 9:AMOUNT NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC BENEFIT COST -345,403. PASS-THROUGH UNRELATED BUSINESS LOSS FROM ALTERNATIVE -1,203.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM B WIENER JR FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 MARSHALL STREET SUITE 640AddressLine1Txt
CitySHREVEPORTCityNm
State AbbreviationLAStateAbbreviationCd
ZIP711013036ZIPCd
FieldValueIRS element (for citing)
EIN726024398EIN
Primary ActivitiesCIVIL LIBERTIES, SUSTAINABLE ECOSYSTEMS, PROTECTING HUMAN HEALTHPrimaryActivitiesTxt
Legal Domicile StateLALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ROCKEFELLER FAMILY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM B WIENER JR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$65,000InvolvedAmt
Method Of Amount DeterminationBOOK VALUEMethodOfAmountDeterminationTxt

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