THE WALLACE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE WALLACE FOUNDATION (EIN 13-6183757)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-29
IRS object ID
202143339349100409
Schema version
2020v4.0
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)
Return2021-11-29T12:01:48-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11305 Walt Whitman RdAddressLine1Txt
CityMelvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136183757EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Wallace FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALLBusinessNameControlTxt
Phone2122519700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 Broadway 49 FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStacy J MartinPersonNm
Person TitleCFOPersonTitleTxt
Signature2021-11-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStacy JPersonFirstNm
Person LastMartinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert A RobinsonPreparerPersonNm
PTINP00741489PTIN
Phone6314256023PhoneNum
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,815,949,042FMVAssetsEOYAmt
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$1,527,946InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,527,946InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$0InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,445,707DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,445,707DividendsNetInvstIncmAmt
Dividends Adj Net Incm$0DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$0GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$0GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$0GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$106,565,980NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$599,622,857GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,577,965CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$0IncmModificationsAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm$0GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss-$4,155OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,432,992OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$114,535,478TotalRevAndExpnssAmt
Total Net Invst Incm$34,984,610TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,950,608CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,170,680CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,777,017CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$6,707,296OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$883,258OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$5,791,946OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,008,837PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$453,749PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,480,414PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$181,120LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$50,016LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$130,184LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$193,963AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$96,982AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$100,312AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,707,557OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,482,513OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,323,189OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$0InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,190,531TaxesRevAndExpnssAmt
Taxes Net Invst Incm$879,419TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$674,546DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$1,696,112OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$171,876OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$1,549,262OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$146,978TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$24,634TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$154,138TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$79,766PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$6,413PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$79,292PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$825,500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$73,870OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$727,257OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,362,814TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,293,410TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,113,011TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,201,142ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,430,977ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,563,956TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,293,410TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$75,543,988TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,971,522ExcessRevenueOverExpensesAmt
Net Investment Income$26,691,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,796,294CashBOYAmt
Cash EOY$26,896,364CashEOYAmt
Cash EOYFMV$26,896,364CashEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$123,921PrepaidExpensesBOYAmt
Prepaid Expenses EOY$200,101PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$200,101PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$79,262,799USGovernmentObligationsBOYAmt
US Government Obligations EOY$85,113,466USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$85,113,466USGovtObligationsEOYFMVAmt
Corporate Stock BOY$73,039,006CorporateStockBOYAmt
Corporate Stock EOY$64,213,124CorporateStockEOYAmt
Corporate Stock EOYFMV$64,213,124CorporateStockEOYFMVAmt
Corporate Bonds BOY$171,809,226CorporateBondsBOYAmt
Corporate Bonds EOY$131,848,642CorporateBondsEOYAmt
Corporate Bonds EOYFMV$131,848,642CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$1,265,630,934OtherInvestmentsBOYAmt
Other Investments EOY$1,498,197,347OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,498,197,347OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$9,374,778LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$736,242LandBldgEquipAccumDeprecAmt
Land BOY$9,082,248LandBOYAmt
Land EOY$8,638,536LandEOYAmt
Land EOYFMV$8,638,536LandEOYFMVAmt
Other Assets BOY$2,900,997OtherAssetsBOYAmt
Other Assets EOY$841,462OtherAssetsEOYAmt
Other Assets EOYFMV$841,462OtherAssetsEOYFMVAmt
Total Assets BOY$1,634,645,425TotalAssetsBOYAmt
Total Assets EOY$1,815,949,042TotalAssetsEOYAmt
Total Assets EOYFMV$1,815,949,042TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,704,127AccountsPayableBOYAmt
Accounts Payable EOY$2,099,650AccountsPayableEOYAmt
Grants Payable BOY$24,508,307GrantsPayableBOYAmt
Grants Payable EOY$16,278,471GrantsPayableEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$7,931,144OtherLiabilitiesBOYAmt
Other Liabilities EOY$9,956,970OtherLiabilitiesEOYAmt
Total Liabilities BOY$36,143,578TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,335,091TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,598,501,847NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,787,613,962NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,598,501,847TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,787,613,962TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,634,645,425TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,815,949,053TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,598,501,847TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,971,522ExcessRevenueOverExpensesAmt
Other Increases$148,140,593OtherIncreasesAmt
Subtotal$1,787,613,962SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,787,613,962TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$543,882,223$0$543,822,825$59,398$0$59,398
Liquidated PartnershipsP$84,207,615$33,059,229$51,148,386$0$51,148,386
Foreign CorporationsP$14,400,258$9,830,821$4,569,437$0$4,569,437
Partnerships and Alternative InvestmentsP$34,121,597$68,243,194-$34,121,597$0-$34,121,597
Net Capital losses on Foreign exchange contractsP$77,659$155,318-$77,659$0-$77,659
FieldValueIRS element (for citing)
Capital Gain Net Income$21,577,965CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$371,008InvestmentIncomeExciseTaxAmt
Subtotal$371,008SubtotalAmt
Tax Based On Investment Income$371,008TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,833,092EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,833,092TotalPaymentsAndCreditsAmt
Overpayment$1,462,084OverpaymentAmt
Applied To ES Tax$1,200,000AppliedToESTaxAmt
Refund$262,084RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.wallacefoundation.orgWebsiteAddressTxt
Individual With BooksStacy Martin CFOIndividualWithBooksNm
Phone2122519700PhoneNum
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryDAForeignCountryCd

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 OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kenneth Austin
140 Broadway 49 FloorNew YorkNY10005General Counsel & corporate Secretary50.000$299,257$61,937$0
Candace Beinecke
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0
Sharon W Clark
140 Broadway 49 FloorNew YorkNY10005CAO & Assistant Corp Secretary50.000$376,200$76,255$0
Anne Dinneen
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0
Richard L Kauffman
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0
Stacy J Martin
140 Broadway 49 FloorNew YorkNY10005CFO & Treasurer50.000$349,942$73,177$0
Melkeya McDuffie
140 Broadway 49 FloorNew YorkNY10005CHRO & Assistant Corporate Secretary50.000$58,333$954$0
Kent McGuire
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0
William I Miller
140 Broadway 49 FloorNew YorkNY10005President & Director50.000$809,557$84,408$0
Rob D Nagel
140 Broadway 49 FloorNew YorkNY10005CIO & Assistant Treasurer50.000$1,054,000$94,052$0
Jorge Ruiz de Velasco
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0
Amor Towles
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0
Daniel Weiss
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0
Mary Beth West
140 Broadway 49 FloorNew YorkNY10005Director1.000$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtExpense AccountExpenseAccountAmt
Giselle Antoni
140 Broadway 49 FloorNew YorkNY10005Director - L & E50.000$295,172$0
Bronwyn Bevan
140 Broadway 49 FloorNew YorkNY10005Director - Research50.000$331,788$0
Bahia Ramos
140 Broadway 49 FloorNew YorkNY10005Director - Arts50.000$295,304$0
Patrick Sherwood
140 Broadway 49 FloorNew YorkNY10005MD-Investments50.000$351,714$0
Jody Spiro
140 Broadway 49 FloorNew YorkNY10005Dir - Ed. Leadership50.000$295,253$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k39OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Mathematica Policy Research Inc
600 Alexander ParkPrincetonNJ08540Learning and Enrichment Consulting Services$842,251
John Gallin & Sons Inc
102 Madison Ave 9th FLNew YorkNY10016Construction Management & General Contracting$815,854
The Hatcher Group
4340 East West Highway Suite 912BethesdaMD20814Communication Consulting Services$378,943
Policy Studies Associates Inc
1719 Connecticut Ave NW Suite 400WashingtonDC20009Research and Evaluation Services$296,254
Acronym Media Inc
350 5th Ave Suite 6520New YorkNY10118Communication Consulting Services$225,726
FieldValueIRS element (for citing)
Contractor Paid Over50k40ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field.Description1Txt
Expenses1$2,227,032Expenses1Amt
Description2DISSEMINATION: Through conference presentations, webinars, print advertising and media outreach, share Wallace research findings with non-grantee audiences, who can use the findings to improve their own work.Description2Txt
Expenses2$1,851,292Expenses2Amt
Description3TECHNICAL ASSISTANCE: Provide coordination and facilitation of learning communities and technical assistance to Grantees participating in our Youth Arts, Education Leadership, and Out of School Time initiatives.Description3Txt
Expenses3$1,763,486Expenses3Amt
Description4POLICY: Public policy engagement activities include, within the constraints of the law, sharing evidence of what works and encouraging states to seek ESSA funding for evidence-based leadership work.Description4Txt
Expenses4$501,602Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,550,241,085AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,435,236AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$937,478FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,594,613,799TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,594,613,799AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,919,207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,570,694,592NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,534,730MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,534,730MinimumInvestmentReturnAmt
Tax Based On Investment Income$371,008TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$371,008TotalTaxAmt
Distributable Before Adj$78,163,722DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,254,425RecoveriesQualfiedDistriAmt
Distributable Before Ded$79,418,147DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$79,418,147DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,543,988ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$1,160,000CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$76,703,988QualifyingDistributionsAmt
Adjusted Qualifying Distri$76,703,988AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,418,147DistributableAsAdjustedAmt
Undistributed Income PY$16,468,569UndistributedIncomePYAmt
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$76,703,988QualifyingDistributionsAmt
Applied To Year1$16,468,569AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,235,419AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$19,182,728UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (411 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Achieve Foundation of South Orange & Maplewood
525 Academy StMaplewoodNJ07040PCEmployee Matching Gift-General support$200
Afterschool Alliance
1101 14th St NWWashingtonDC20005PCTo support the "America After 3" survey and national report and a special report on afterschool's role in supporting social and emotional learning.$136,660
Afterschool Alliance
1102 14th St NWWashingtonDC20005PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$250,000
Afterschool Alliance
1103 14th St NWWashingtonDC20005PCTo support Afterschool Alliance as a communications partner.$125,000
Alliance for Global Justice
225 East 26th StTucsonAZ85713PCGeneral operating support for the Movement for Black Lives Fund.$50,000
Alvin Ailey American Dance Theater
405 W 55th StNew YorkNY10019PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
American Alliance of Museums
2451 Crystal DrArlingtonVA22202PCTo support communications activities for its members during the COVID-19 pandemic.$50,000
American Association of Colleges for Teacher Education
1307 New York Ave NWWashingtonDC20005PCTo support AACTE as a communications partner.$83,444
American Association of School Administrators
1615 Duke StAlexandriaVA22314PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$130,000
American Association of School Administrators
1615 Duke StAlexandriaVA22314PCTo support AASA as a communications partner.$175,000
American Cancer Society
250 Williams StAtlantaGA30303PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$2,000
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$50
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$53
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$70
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$74
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$100
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$105
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$106
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$150
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$169
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$200
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$200
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$500
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$211
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$74
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$100
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$50
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$105
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$105
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$528
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$211
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$105
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$53
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$300
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$100
American Cancer Society
250 Williams StAtlantaGA30303PCEmployee Matching Gift-General support$211
American Friends Service Committee
1501 Cherry StPhiladelphiaPA19102PCEmployee Matching Gift-General support$50
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007PCTo support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs.$159,780
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007PCTo support the development of a tool to enable afterschool, summer and other out-of-school-time providers to assess their "readiness" to implement projects in new areas and then determine how to address the gaps they find.$250,000
America's Promise Alliance
1110 Vermont Ave NWWashingtonDC20005PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$150,000
AngelaCARES Inc
91 Arlington AveJersey CityNJ07305PCEmployee Directed Covid Relief Grant - General Support$1,000
Animal Haven
200 Centre StNew YorkNY10013PCEmployee Directed Covid Relief Grant - General Support$500
Arab-American Family Support Center
150 Court StBrooklynNY11201PCEmployee Directed Covid Relief Grant - General Support$1,500
Arizona State University Foundation for A New American University
PO Box 2260TempeAZ85280PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
Artist Striving to End Poverty Inc-ASTEP
165 W 46th StNew YorkNY10036PCEmployee Directed Covid Relief Grant - General Support$1,500
Asian American-Pacific Islanders in Philanthropy
300 Frank H Ogawa PlzOaklandCA94612PCGeneral operating support.$50,000
Asian American-Pacific Islanders in Philanthropy
300 Frank H Ogawa PlzOaklandCA94612PCFor AAPIP to regrant to an organization(s) in the best position to combat the rise of racism and racist acts against Asian-Americans in the context of the COVID-19 pandemic.$50,000
Association for Supervision and Curriculum Development
1703 N Beauregard StAlexandriaVA22311PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$250,000
Association for Supervision and Curriculum Development
1703 N Beauregard StAlexandriaVA22311PCTo support ASCD as a communications partner.$75,000
Association of Black Foundation Executives
42 BroadwayNew YorkNY10004PCGeneral operating support.$20,000
Association of Performing Arts Professionals
919 18th St NWWashingtonDC20006PCTo support communications activities for its members during the COVID-19 pandemic.$50,000
Astrea Media Inc
1 Cannery RowWest GrotonMA01472PCEmployee Directed Covid Relief Grant - General Support$250
Athena Film Festival at Barnard College
3009 BroadwayNew YorkNY10027PCEmployee Directed Covid Relief Grant - General Support$250
Ballet Austin
501 W 3rd StAustinTX78701PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$150,000
Baltimore Symphony Orchestra
1212 Cathedral StBaltimoreMD21201PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
Bethany House of Nassau County
102 Whitehouse AveRooseveltNY11575PCEmployee Directed Covid Relief Grant - General Support$500
Big Thought
1409 S Lamar StDallasTX75215PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,670,199
Big Thought
1409 S Lamar StDallasTX75215PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$240,000
Boston After School & Beyond Inc
89 South StBostonMA02111PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,031,625
Boys & Girls Clubs of America
1275 Peachtree St NEAtlantaGA30309PCTo support Wave II of the Youth Arts Initiative, the goal of which is to help low-income, urban youth engage in high-quality arts education programs in Boys & Girls Clubs sites.$970,000
Brady Center to Prevent Gun Violence
840 1st Street NEWashingtonDC20002PCEmployee Matching Gift-General support$240
Bronx SDA Food Pantry
1695 Washington AveBronxNY10457PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$1,000
Bronx SDA Food Pantry
1695 Washington AveBronxNY10457PCEmployee Matching Gift-General support$3,000
Bronx SDA Food Pantry
1695 Washington AveBronxNY10457PCEmployee Matching Gift-General support$1,000
Bronx SDA Food Pantry
1695 Washington AveBronxNY10457PCEmployee Matching Gift-General support$2,000
Bronx SDA FOOD PANTRY
1695 Washington AveBronxNY10457PCEmployee Directed Covid Relief Grant - General Support$1,500
Brooklyn Arts Exchange
421 Fifth AveBrooklynNY11215PCEmployee Directed Covid Relief Grant - General Support$500
Brooklyn COVID-19 Response Fund-Brooklyn Community Foundation
1000 Dean StBrooklynNY11238PCEmployee Directed Covid Relief Grant - General Support$1,500
Brooklyn Museum
200 Eastern PkwyBrooklynNY11238PCEmployee Matching Gift-General support$15,000
Cal Performances
101 Zellerbach HallBerkeleyCA94720PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
Candid
32 Old SlipNew YorkNY10005PCTo support the merger of Foundation Center and GuideStar USA into Candid.$500,000
Candid
32 Old SlipNew YorkNY10005PCGeneral operating support.$50,000
Center for Disaster Philanthropy
One Thomas Cir NWWashingtonDC20005PCTo contribute to the Disaster Recovery Fund, designated only for recovery efforts in Puerto Rico.$150,000
Center for Disaster Philanthropy
One Thomas Cir NWWashingtonDC20005PCHumanitarian Aid (Atlantic Hurricane Recovery Fund, California Wildfire Recovery Fund, Disaster Recovery Fund)$900,000
Center for Policing Equity
348 W 57th StNew YorkNY10019PCGeneral operating support.$50,000
Center For Transformative Action
119 Anabel Taylor HallIthacaNY14853PCEmployee Matching Gift-General support$100
Center For Transformative Action
119 Anabel Taylor HallIthacaNY14853PCEmployee Matching Gift-General support$100
Center For Transformative Action
119 Anabel Taylor HallIthacaNY14853PCEmployee Matching Gift-General support$200
Chamber Music America
12 W 32nd StNew YorkNY10001PCTo support communications activities for its members during the COVID-19 pandemic.$50,000
Child Study Center
230 S Frontage RdNew HavenCT06519PCTo support the development and delivery of web-based emotional intelligence training and resources for out-of-school time program staff and students.$446,266
Citymeals-On-Wheels
355 Lexington AveNew YorkNY10017PCEmployee Matching Gift-General support$314
Clarion Concerts in Columbia County
PO Box 43CopakeNY12516PCEmployee Matching Gift-General support$4,000
Cleveland Orchestra
11001 Euclid AveClevelandOH44106PCEmployee Matching Gift-General support$200
Coalition for Asian American Children and Families
50 Broad StNew YorkNY10004PCEmployee Matching Gift-General support$250
Coalition of Asian-American IPA
202 Canal StNew YorkNY10013PCEmployee Directed Covid Relief Grant - General Support$1,500
Collaborative for Academic Social and Emotional Learning
815 W Van Buren StChicagoIL60607PCTo sponsor the CASEL SEL Exchange Virtual Summit focused on SEL in service of equity and excellence on October 15, 2020.$25,000
Collaborative for Academic Social and Emotional Learning
815 W Van Buren StChicagoIL60607PCTo provide technical assistance to the communities participating in the Partnerships for Social and Emotional Learning Initiative during its fourth year.$354,866
Colorectal Cancer Alliance
1025 Vermont Ave NWWashingtonDC20005PCEmployee Matching Gift-General support$50
Communities Foundation of Texas Inc
5500 Caruth Haven LnDallasTX75225PCTo establish a donor-advised fund to assist Texas in new efforts to improve summer learning through the addition of days to the school year.$8,895,900
Communities Foundation of Texas Inc
5500 Caruth Haven LnDallasTX75225PCTo support the Additional Days School Year Summer Learning Initiative that is a collaborative effort between Wallace and the Texas Impact Network and aligned with the efforts of the Texas Education Agency.$242,900
Community Food Bank of NJ
31 Evans TerminalHillsideNJ07205PCEmployee Matching Gift-General support$530
Contemporary Arts Center
900 Camp StNew OrleansLA70130PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
Corinthian Baptist Church- Food Pantry
132 Bergen AveJersey CityNJ07305PCEmployee Directed Covid Relief Grant - General Support$500
Cornelia Connelly Center
220 E 4th StNew YorkNY10009PCGeneral operating support in honor of Wallace's Chief Administrative Officer Sharon Clark upon her retirement.$6,000
Cornelia Connelly Center
220 E 4th StNew YorkNY10009PCEmployee Matching Gift-General support$600
Cornelia Connelly Center
220 E 4th StNew YorkNY10009PCEmployee Matching Gift-General support$3,000
Cornelia Connelly Center
220 E 4th StNew YorkNY10009PCEmployee Matching Gift-General support$600
Cornelia Connelly Center
220 E 4th StNew YorkNY10009PCEmployee Directed Covid Relief Grant - General Support$1,500
Cornelia Connelly Center for Education
220 E 4th StNew YorkNY10009PCEmployee Matching Gift-General support$200
Council of Chief State School Officers
1 Massachusetts Ave NWWashingtonDC20001PCTo support CCSSO as a communications partner.$200,000
Council of the Great City Schools
1331 Pennsylvania Ave NWWashingtonDC20004PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$60,000
Council of the Great City Schools
1331 Pennsylvania Ave NWWashingtonDC20004PCTo provide coaching for school board members in 20 districts on how to incorporate principal pipelines into their districts' strategic plans and activities.$175,000
Council on Foundations Inc
1255 23rd St NWWashingtonDC20037PCGeneral operating support.$23,500
Council on Foundations Inc
1255 23rd St NWWashingtonDC20037PCTo sponsor the Council's 2020 Public Policy Summit, to be held virtually on November 12-13.$10,000
Crown Heights Community Council Inc
392 Kingston AveBrooklynNY11225PCEmployee Matching Gift-General support$1,000
Cumbe Center for African and Diaspora Dance Inc
1368 Fulton StBrookylnNY11216PCEmployee Matching Gift-General support$50
CureSearch for Children's Cancer
PO Box 45781BaltimoreMD21291PCEmployee Matching Gift-General support$50
Dallas Independent School District
9400 N Central ExpyDallasTX75231GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,366,525
DanceUSA
1029 Vermont AveWashingtonDC20005PCTo support communications activities for its members during the COVID-19 pandemic.$50,000
Data Quality Campaign
1341 G St NWWashingtonDC20005PCTo support DQC as a communications partner.$100,000
DC Public Education Fund
3407 14th St NWWashingtonDC20010PCTo conduct an "exploratory test" in which DC Public schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Denver Afterschool Alliance
201 W Colfax AveDenverCO80202GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,813,420
Denver Center for the Performing Arts
1101 13th StDenverCO80204PCEmployee Matching Gift-General support$100
Denver Center Off-Center
1101 13th StDenverCO80204PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$150,000
Denver Public Schools Foundation
1860 Lincoln StDenverCO80203PCTo conduct an "exploratory test" in which Denver Public schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Denver Public Schools Foundation
1860 Lincoln StDenverCO80203PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,029,818
Des Moines Independent Community School District
901 Walnut StDes MoinesIA50309GOVTo conduct an "exploratory test" in which Des Moines schools take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Digital Promise
1001 Connecticut Ave NWWashingtonDC20036PCTo support the delivery of interactive webinars for the Principal Pipeline Learning Community districts' virtual convenings during April-June 2020, necessitated by the COVID-19 pandemic.$147,000
Direct Relief
6100 Wallace Becknell RdSanta BarbaraCA93117PCEmployee Directed Covid Relief Grant - General Support$1,500
Early Learning Coalition of Palm Beach County
2300 High Ridge RdBoynton BeachFL33426PCTo fund scholarships to increase afterschool program enrollment to sites in Palm Beach County, FL participating in the Partnerships for Social and Emotional Learning Initiative.$138,000
Eastville Community Historical Society
139 Hampton StSag HarborNY11963PCEmployee Directed Covid Relief Grant - General Support$500
Editorial Projects in Education
6395 Arlington RdBethesdaMD20814PCTo support 'Education Week' with a media sponsorship.$650,000
Editorial Projects in Education
6395 Arlington RdBethesdaMD20814PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$250,000
Education Commission of the States
700 BroadwayDenverCO80203PCGeneral support for the Arts Education Partnership.$10,000
Education Commission of the States
700 BroadwayDenverCO80203PCTo provide targeted counsel, research and reports related to the Every Student Succeeds Act (ESSA), education leadership and social and emotional learning to Wallace's ESSA Leadership Learning Community.$150,000
Education Development Center Inc
43 Foundry AveWalthamMA02453PCTo conduct a study to describe whether and how publicly funded summer learning programs that serve K-8 youth in urban settings access and use professional learning and tools to improve and advance equitable outcomes for the students they serve.$357,912
Education Development Center Inc
43 Foundry AveWalthamMA02453PCTo provide technical assistance and a learning community for the thirteen districts conducting "exploratory test".$813,551
Education Development Center Inc
43 Foundry AveWalthamMA02453PCTo provide technical assistance to the Texas Education Agency using the Quality Measures process.$375,330
Education Development Center Inc
43 Foundry AveWalthamMA02453PCTo provide technical assistance to universities and districts participating in the University Principal Preparation Initiative$350,000
Education Resource Strategies
480 Pleasant StWatertownMA02472PCTo create a webinar and a tool kit to help Education Leadership faculty in the University Principal Preparation Initiative incorporate resource equity practices into their curriculum and clinical practice experience.$15,000
Education Writers Association
1825 K Street NWWashingtonDC20006PCTo support Education Writers Association with a media sponsorship.$107,379
Education Writers Association
1825 K Street NWWashingtonDC20006PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$70,000
Environmental Defense Fund Inc
257 Park Ave SNew YorkNY10010PCEmployee Matching Gift-General support$618
Equal Justice Initiative
122 Commerce StMontgomeryAL36104PCGeneral operating support.$50,000
Equity for Flatbush
1360 Fulton StBrooklynNY11216PCEmployee Directed Covid Relief Grant - General Support$500
ExpandED Schools Inc
11 W 42nd StNew YorkNY10036PCTo support Every Hour Counts as a communications partner.$163,530
ExpandED Schools Inc
11 W 42nd StNew YorkNY10036PCTo support a project to document the innovations in an emergent ecosystem of remote career exploration models developed for New York City's Youth Empowerment Summer program in response to the crisis created by the COVID-19 pandemic.$150,000
ExpandED Schools Inc
11 W 42nd StNew YorkNY10036PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$130,000
ExpandED Schools Inc
11 W 42nd StNew YorkNY10036PCTo provide emergency relief to Every Hour Counts in response to the crisis created by the COVID-19 pandemic.$60,000
ExpandED Schools Inc
1440 BroadwayNew YorkNY10018PCEmployee Matching Gift-General support$200
FISH (Friends in Sonoma Helping)
PO Box 507SonomaCA95476PCEmployee Directed Covid Relief Grant - General Support$500
FDNY Foundation
9 Metrotech CtrBrooklynNY11201PCEmployee Directed Covid Relief Grant - General Support$900
Feeding Westchester
200 Clearbrook RdElmsfordNY10523PCEmployee Directed Covid Relief Grant - General Support$1,000
FHI Partners
359 Blackwell StDurhamNC27701PCTo develop and implement a new survey of city leaders that focuses on the sustainability, diffusion and system-building needs of out-of-school time systems nationwide.$282,271
Fort Ticonderoga Association Inc
102 Fort Ti RdTiconderogaNY12883PCTo support Native American programs in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement.$5,000
Fort Wayne Community Schools
1200 S Clinton StFort WayneIN46802GOVTo conduct an "exploratory test" in which Fort Wayne schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Fractured Atlas
248 W 35th StNew YorkNY10001PCTo support the Association of Arts Administration Educators' communications activities during the COVID-19 pandemic.$12,500
Friends of Fieldworkers Inc
PO Box 1166Oak ViewCA93022PCEmployee Matching Gift-General support$200
Friends of Fieldworkers Inc
148 Wild Oak StOjaiCA93023PCEmployee Directed Covid Relief Grant - General Support$500
Friends of John Jay Homestead
400 Jay StKatonahNY10536PCEmployee Matching Gift-General support$500
Friends of John Jay Homestead Inc
400 Jay StKatonahNY10536PCTo support Native American programs in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement.$5,000
Friends of Rosemont College Library
1400 Montgomery AveRosemontPA19010PCEmployee Matching Gift-General support$2,500
Fund for Educational Excellence Inc
800 N Charles StBaltimoreMD21201PCTo conduct an "exploratory test" in which Baltimore City Public Schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Fund for the City of New York IncPromise Project
121 Avenue of AmericasNew YorkNY10013PCEmployee Matching Gift-General support$310
Funders for LGBTQ Issues
45 W 36th StNew YorkNY10018PCGeneral operating support.$15,000
Garden of Eden Foundation
82 Nassau StNew YorkNY10038PCEmployee Matching Gift-General support$1,000
Girl Scout Council of Greater New York Inc
40 Wall StNew YorkNY10005PCEmployee Matching Gift-General support$11,000
Girl Scouts of Greater New York
40 Wall StNew YorkNY10005PCEmployee Directed Covid Relief Grant - General Support$500
Girls on the Run NYC
81 Prospect StBrooklynNY11201PCEmployee Matching Gift-General support$2,000
Girls on the Run NYC
81 Prospect StBrooklynNY11201PCEmployee Matching Gift-General support$80
Girls on the Run NYC
81 Prospect StrBrooklynNY11201PCEmployee Matching Gift-General support$50
Global Arts Live
720 Massachusetts AveCambridgeMA02139PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$225,000
Gods Love We Deliver
166 Avenue of the AmericasNew YorkNY10013PCEmployee Matching Gift-General support$200
Good Old Lower East Side
169 Avenue BNew YorkNY10009PCEmployee Directed Covid Relief Grant - General Support$750
Goodman Theatre
170 N Dearborn StChicagoIL60601PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$150,000
Grantmakers for Education
700 SW 5th AvePortlandOR97204PCGeneral operating support.$14,500
Grantmakers for Education
700 SW 5th AvePortlandOR97204PCTo sponsor GFE's 2020 Annual Conference to be held virtually October 12-16.$9,050
Grantmakers for Education
700 SW 5th AvePortlandOR97204PCTo contribute to the Afterschool & Summer Recovery and Opportunity Fund, which will make grants to charitable organizations to support programs serving young people, with a focus on young people furthest from opportunity, and furthering efforts to help the out-of-school time field recover from the COVID-19 pandemic and reopen.$500,000
Grantmakers for Effective Organizations
1310 L St NWWashingtonDC20005PCGeneral operating support.$14,000
Grantmakers in the Arts
522 Courtlandt AveBronxNY10451PCGeneral operating support.$23,190
Greater Tacoma Community Foundation
950 Pacific AveTacomaWA98402PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$2,462,230
Greenwich United Way Greenwich COVID-19 Community Relief Fund
500 W Putnam AvenueGreenwichCT06830PCEmployee Directed Covid Relief Grant - General Support$750
Gwinnett County Board of Education
437 Old Peachtree Rd NWSuwaneeGA30024GOVTo conduct an "exploratory test" in which Gwinnet County schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
HT Dance Company
70 Mulberry StNew YorkNY10013PCTo support recovery from the January 2020 fire in the building in which Chen Dance Center is housed.$10,000
Hampshire College Trustees
893 West StAmherstMA01002PCEmployee Matching Gift-General support$500
Harvard University
Office of the President MassachusetCambridgeMA02138PCTo update and expand the elementary Social and Emotional Learning guide and create a new middle and high school Navigating SEL Program Guide.$408,875ts Hall
HIAS Inc
PO Box 97077WashingtonDC20090PCEmployee Matching Gift-General support$400
Hispanics In Philanthropy
414 13th StOaklandCA94612PCGeneral operating support.$27,250
Hispanics In Philanthropy
414 13th StOaklandCA94612PCEmployee Matching Gift-General support$460
Hispanics in PhilanthropySupport Puerto Rico
414 13th StOaklandCA94612PCEmployee Matching Gift-General support$460
Hope Community Services Inc
50 Washington AveNew RochelleNY10801PCEmployee Directed Covid Relief Grant - General Support$1,500
Hudson Guild
441 W 26th StNew YorkNY10001PCEmployee Matching Gift-General support$3,000
Hudson Guild
441 W 26th StNew YorkNY10001PCEmployee Directed Covid Relief Grant - General Support$1,500
Hudson Valley Hospital Foundation
1980 Crompond RdCortlandt ManorNY10567PCEmployee Directed Covid Relief Grant - General Support$1,500
Huguenot Historical Society
88 Huguenot StNew PaltzNY12561PCEmployee Matching Gift-General support$4,000
Independent Sector
1602 L St NWWashingtonDC20036PCGeneral operating support.$24,850
Innocence Project Inc
40 Worth StNew YorkNY10013PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$2,000
Innovation Network Inc
1625 K St NWWashingtonDC20006PCFor general support of the Evaluation Roundtable.$50,000
International Rescue Committee
122 E 42nd StNew YorkNY10168PCEmployee Matching Gift-General support$200
International Rescue Committee
122 E 42nd StNew YorkNY10168PCEmployee Matching Gift-General support$216
International Society of the Learning Sciences
201 N Rose AveBloomingtonIN47405PCTo help ISLS expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work.$75,000
Jacobi Medical Center Auxiliary Inc (Yogangi Malhotras gofundme campaign
1400 Pelham Pkwy SBronxNY10461PCEmployee Directed Covid Relief Grant - General Support$200
Jahajee Sisters co Center for Transformative Action
119 Anabel Taylor HallIthacaNY14853PCEmployee Directed Covid Relief Grant - General Support$1,000
James Weldon Johnson Foundation
1 Greene StJersey CityNJ07302PCEmployee Matching Gift-General support$100
JESPY House Inc
102 Prospect StSouth OrangeNJ07079PCEmployee Matching Gift-General support$300
John Theissen Children's Foundation
1881 Wantagh AveWantaghNY11793PCEmployee Matching Gift-General support$100
John Theissen Children's Foundation
1881 Wantagh AveWantaghNY11793PCEmployee Directed Covid Relief Grant - General Support$1,500
Jonsson Cancer Center Foundation - UCLA
8-950 Factor BuildingLos AngelesCA90095PCTo support breast cancer research in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement.$2,000
Kennesaw State University Research and Service Foundation Inc
1000 Chastain RdKennesawGA30144PCTo provide emergency relief for 'Youth Today' in response to the crisis created by the COVID-19 pandemic.$50,000
Kings Majestic Corporation dba 651 Arts
1000 Dean StBrooklynNY11238PCEmployee Directed Covid Relief Grant - General Support$500
Koreatown Youth and Community Center Inc
3727 W 6th StLos AngelesCA90020PCEmployee Matching Gift-General support$300
La Jolla Playhouse
PO Box 12039La JollaCA92039PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$150,000
Lakota People's Law Project- Romero Ins
210 High StSanta CruzCA95060PCEmployee Matching Gift-General support$72
League of American Orchestras
520 8th AveNew YorkNY10018PCTo support communications activities for its members during the COVID-19 pandemic.$50,000
Learning Forward
800 E Campbell RdRichardsonTX75081PCTo support Learning Forward as a communications partner.$350,000
Learning Forward
800 E Campbell RdRichardsonTX75081PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$250,000
Learning Policy Institute
1530 Page Mill RdPalo AltoCA94304PCTo create a knowledge synthesis on principal preparation.$375,225
Little Brothers Friends of the Elderly NYC Chapter
5530 Colerain AveCincinnatiOH45239PCEmployee Directed Covid Relief Grant - General Support$500
Long Beach Unified School District
1515 Hughes WayLong BeachCA90810GOVTo conduct an "exploratory test" in which Long Beach schoolswill take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Lower East Side Ecology Center
PO Box 20488New YorkNY10009PCEmployee Directed Covid Relief Grant - General Support$750
Lund Family Center Inc
PO Box 4009BurlingtonVT05406PCEmployee Matching Gift-General support$200
Lupus Foundation of America
315 W 36th StNew YorkNY10018PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$4,000
Lupus Foundation of America
2121 K St NWWashingtonDC20037PCEmployee Matching Gift-General support$100
Lyric Opera of Chicago
20 N Wacker DrChicagoIL60606PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
Main Street Theater and Dance Alliance (MSTDA)
548 Main StNew YorkNY10044PCEmployee Directed Covid Relief Grant - General Support$500
Make the Road New York
92-10 Roosevelt AveCoronaNY11372PCEmployee Directed Covid Relief Grant - General Support$500
Manhattan Country School
150 W 85th StNew YorkNY10024PCEmployee Directed Covid Relief Grant - General Support$500
Marshall School PTA
262 Grove RdSouth OrangeNJ07079PCEmployee Matching Gift-General support$120
Marymount School of New York
1026 5th AveNew YorkNY10028PCEmployee Matching Gift-General support$1,400
Marymount School of New York
1026 5th AveNew YorkNY10028PCEmployee Matching Gift-General support$3,400
Masbia
1276 47th StBrooklynNY11219PCEmployee Directed Covid Relief Grant - General Support$1,000
Mastery Charter Schools Foundation
5700 Wayne AvePhiladelphiaPA19144PCEmployee Directed Covid Relief Grant - General Support$500
Meeting Essential Needs with Dignity Inc
PO Box 1304MaplewoodNJ07040PCEmployee Matching Gift-General support$240
Merchants House Museum
29 E 4th StNew YorkNY10003PCEmployee Directed Covid Relief Grant - General Support$700
Metropolitan YMCA of the Oranges
139 E McClellan AveLivingtonNJ07039PCEmployee Directed Covid Relief Grant - General Support$1,500
Metropolitan YMCA of the Oranges (South Mountain YMCA)
139 E McClellan AveLivingtonNJ07039PCEmployee Matching Gift-General support$2,000
Mixteca Organization Inc
245 23rd StBrooklynNY11215PCEmployee Directed Covid Relief Grant - General Support$800
Museum of Chinese in America
215 Centre StNew YorkNY10013PCTo support recovery from the January 2020 fire in the building that houses the Museum of Chinese in America's Collections and Research Center.$10,000
NAACP Legal Defense and Educational Fund Inc
40 Rector StNew YorkNY10006PCGeneral operating support.$50,000
National AfterSchool Association
2961A Hunter Mill RdOaktonVA22124PCTo support NAA as a communications partner.$125,000
National AfterSchool Association
2961A Hunter Mill RdOaktonVA22124PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$110,000
National Association of Elementary School Principals Foundation
1615 Duke StAlexandriaVA22314PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$130,000
National Association of Elementary School Principals Foundation
1615 Duke StAlexandriaVA22314PCTo support NAESP as a communications partner.$100,000
National Association of Secondary School Principals
1904 Association DrRestonVA20191PCTo support NASSP as a communications partner.$100,000
National Association of Secondary School Principals
1904 Association DrRestonVA20191PCTo provide technical assistance for the 90 districts in the Principal Pipeline Learning Community during the COVID-19 pandemic.$109,000
National Association of Secondary School Principals
1904 Association DrRestonVA20191PCTo participate in the development of the Council of Chief State School Officers' guidance on COVID-19 school reopening; convene groups of principals at all levels to review the CCSSO guidance; and contribute to the development of an accompanying guide for principals.$60,000
National Association of Secondary School Principals
1904 Association DrRestonVA20191PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$220,000
National Association of State Boards of Education
333 John Carlyle StAlexandriaVA22314PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$130,000
National Association of State Boards of Education
333 John Carlyle StAlexandriaVA22314PCTo support NASBE as a communications partner.$150,000
National Conference of State Legislatures
7700 E 1st PlDenverCO80230GOVTo support NCSL as a communications partner.$400,000
National Conference of State Legislatures
7700 E 1st PlDenverCO80230GOVTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$250,000
National Domestic Workers Alliance
45 BroadwayNew YorkNY10006PCEmployee Matching Gift-General support$2,000
National Guild for Community Arts Education
520 8th AveNew YorkNY10018PCGeneral operating support.$25,000
National League of Cities Institute
660 N Capitol St NWWashingtonDC20001PCTo support NLCI as a communications partner.$250,000
National Multiple Sclerosis Society
733 3rd AveNew YorkNY33309PCEmployee Matching Gift-General support$50
National Network of Abortion Funds
PO Box 22457PhiladelphiaPA19110PCEmployee Matching Gift-General support$410
National Ovarian Cancer Coalition
12221 Merit DrDallasTX75251PCEmployee Matching Gift-General support$210
National Public Education Support Fund
1900 L St NWWashingtonDC20036PCGeneral operating support for the Education Funder Strategy Group and Grantmakers for Thriving Youth.$50,000
National Queer Asian Pacific Islander Alliance (NQAPIA)
217 W 18th StNew YorkNY10011PCEmployee Directed Covid Relief Grant - General Support$500
National SAM Innovation Project
9100 Shelbyville RdLouisvilleKY40222PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$190,000
National Summer Learning Association Inc
575 S Charles StBaltimoreMD21201PCTo support NSLA as a communications partner.$273,515
National Summer Learning Association Inc
575 S Charles StBaltimoreMD21201PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
National Yiddish Theatre Folksbiene (NYTF)
36 Battery PlNew YorkNY10280PCEmployee Directed Covid Relief Grant - General Support$300
Native Americans in Philanthropy
1140 3rd St NEWashingtonDC20002PCGeneral operating support.$28,000
Neighbor to Neighbor
248 E Putnam AveGreenwichCT06830PCEmployee Directed Covid Relief Grant - General Support$750
Neighbors Together Corp
2094 Fulton StBrooklynNY11233PCEmployee Matching Gift-General support$200
New Heritage Theatre Group
229 W 135thNew YorkNY10030PCEmployee Matching Gift-General support$150
New Heritage Theatre Group
229 W 135th StNew YorkNY10030PCEmployee Directed Covid Relief Grant - General Support$250
New Venture Fund
1201 Connecticut Ave NWWashingtonDC20036PCTo conduct research into the perceptions among key audiences on the role of out-of-school time programs in children's social, emotional, and cognitive development.$350,000
New Victory Theater
229 W 42nd StNew YorkNY10036PCEmployee Matching Gift-General support$210
New York Choral Society
119 W 57th StNew YorkNY10019PCEmployee Matching Gift-General support$500
New York Choral Society
119 W 57th StNew YorkNY10019PCEmployee Directed Covid Relief Grant - General Support$1,500
New York Choral Society
119 W 57th StNew YorkNY10019PCEmployee Matching Gift-General support$700
New York Foundation for the Arts
20 Jay St 7th FlBrooklynNY11201PCTo support the work of the Lenape Center in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement.$10,000
New York Philharmonic
10 Lincoln Center PlzNew YorkNY10023PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
New York Public Radio
160 Varick StNew YorkNY10013PCEmployee Matching Gift-General support$80
New York Public Radio
160 Varick StNew YorkNY10013PCEmployee Matching Gift-General support$500
New York Public Radio
160 Varick StNew YorkNY10013PCEmployee Matching Gift-General support$200
New York Writers Coalition Inc
80 Hanson PlBrooklynNY11217PCEmployee Matching Gift-General support$50
Newark Trust for Education Inc
494 Broad StNewarkNJ07102PCEmployee Matching Gift-General support$5,000
Nonprofit New York
320 E 43rd StNew YorkNY10017PCGeneral operating support.$1,000
November Project Inc
68 Allston StAllstonMA02134PCEmployee Matching Gift-General support$1,000
NY Writers Coalition Inc
80 Hanson PlBrooklynNY11217PCEmployee Directed Covid Relief Grant - General Support$750
NYU Steinhardt School of Culture Education and Human Development
285 Mercer StNew YorkNY10003PCGeneral operating support for The Research Alliance for New York City Schools.$100,000
Oakland Symphony
1440 BroadwayOaklandCA94612PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
Oakland Symphony
1440 BroadwayOaklandCA94612PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$75,000
Opera America Inc
330 7th AveNew YorkNY10001PCTo support communications activities for its members during the COVID-19 pandemic.$50,000
Opera Philadelphia
1420 Locust StPhiladelphiaPA19102PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$275,000
Opera Philadelphia
1420 Locust StPhiladelphiaPA19102PCEmployee Matching Gift-General support$1,000
Opera Theatre of Saint Louis
210 Hazel AveSaint LouisMO63119PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
Operation Smile
3641 Faculty BlvdVirginia BeachVA23453PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$3,000
Pace University- GMPW
1 Pace PlzNew YorkNY10038PCEmployee Matching Gift-General support$500
Pace University- GMPW
1 Pace PlzNew YorkNY10038PCEmployee Matching Gift-General support$1,000
Pacific Northwest Ballet
301 Mercer StSeattleWA98109PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$250,000
Partnership for Children and Youth
1330 BroadwayOaklandCA94612PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
Pasadena Playhouse
600 Playhouse AlleyPasadenaCA91101PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$275,000
PEAK Grantmaking
1666 K St NWWashingtonDC20006PCGeneral operating support.$8,152
Phelan- McDermid Syndrome Foundation
8 Sorrento DrOspreyFL34229PCEmployee Directed Covid Relief Grant - General Support$1,500
Philanthropy New York
320 E 43rd StNew YorkNY10017PCGeneral operating support.$49,250
Portland Center Stage
128 NW 11th AvePortlandOR97209PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
President and Fellows of Harvard College
104 Mount Auburn StCambridgeMA02138PCEmployee Matching Gift-General support$2,000
Prime Time Palm Beach County
2300 High Ridge RdBoynton BeachFL33426PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,135,967
Prince George's County Board of Education
14201 School LnUpper MarlboroMD20772GOVTo conduct an "exploratory test" in which Prince George's County schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Project Hope Charities Inc
170-20 140th AveJamaicaNY11434PCEmployee Directed Covid Relief Grant - General Support$400
Prospect Park Alliance
95 Prospect Park WBrooklynNY11215PCEmployee Directed Covid Relief Grant - General Support$250
Providence After School Alliance Inc
140 BroadwayProvidenceRI02903PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
PTA NJ Congress of Parents & Teachers Marshall School
262 Grove Rd SOrangeNJ07079PCEmployee Matching Gift-General support$88
RAND Corporation
1776 Main StSanta MonicaCA90407PCAdditional funds to support the research and evaluation of the National Summer Learning Project.$17,482
RAND Corporation
1776 Main StSanta MonicaCA90407PCTo conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. (Additional funds for 20160420 - A1)$2,100,000
RAND Corporation
1776 Main StSanta MonicaCA90407PCTo conduct a survey of U.S. public school teachers on social and emotional learning and teachers' activities related to SEL.$6,008
RAND Corporation
1776 Main StSanta MonicaCA90407PCTo conduct a baseline study of principal pipelines.$396,183
Repertory Dance Theatre
138 W BroadwaySalt Lake CityUT84101PCEmployee Directed Covid Relief Grant - General Support$1,500
Research for Action Inc
100 S Broad StPhiladelphiaPA19110PCTo conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative.$350,000
Rethink Food NYC Inc
63 Flushing AveBrooklynNY11205PCEmployee Directed Covid Relief Grant - General Support$1,500
Robin Hood Foundation
826 BroadwayNew YorkNY10003PCEmployee Matching Gift-General support$200
Rosemont College
1400 Montgomery AveRosemontPA19010PCGeneral operating support in honor of Wallace's Chief Administrative Officer Sharon Clark upon her retirement.$10,000
Rosemont College
1400 Montgomery AveRosemontPA19010PCEmployee Matching Gift-General support$7,000
Rosemont College of the Holy Child Jesus
1400 Montgomery AveRosemontPA19010PCEmployee Matching Gift-General support$2,500
Roundabout Theatre Company
231 W 39th StNew YorkNY10018PCEmployee Directed Covid Relief Grant - General Support$1,500
Running Strong for American Indian Youth
8301 Richmond HwyAlexandriaVA22309PCTo support the Oyate Teca Water Project on Pine Ridge Reservation, in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement.$10,000
Sage Eldercare Inc
290 Broad StSummitNJ07901PCEmployee Matching Gift-General support$300
San Francisco Performances Inc
500 Sutter StSan FranciscoCA94102PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
School District of Palm Beach County
3300 Forest Hill BlvdWest Palm BeachFL33406GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$2,489,878
SCO Family of Services
1 Alexander PlGlen CoveNY11542PCEmployee Directed Covid Relief Grant - General Support$1,500
Seattle Opera
1020 John StSeattleWA98109PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
Seattle Symphony Orchestra
PO Box 21906SeattleWA98111PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$100,000
Second Chance Rescue NYC
PO Box 570701WhitestoneNY11357PCEmployee Directed Covid Relief Grant - General Support$500
Shriners Hospitals for Children
2900 N Rocky Point DrTampaFL33607PCEmployee Matching Gift-General support$100
Social Good Fund Inc
12651 San Pablo AveRichmondCA94805PCGeneral operating support for the Marsha P. Johnson Institute.$50,000
Society for Research in Child Development
1825 K St NWWashingtonDC20006PCTo help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work.$75,000
Society for Research on Educational Effectiveness
1000 Thomas Jefferson St NWWashingtonDC20007PCGeneral operating support.$8,000
Society for Research on Educational Effectiveness
1000 Thomas Jefferson St NWWashingtonDC20007PCTo help SREE expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work.$75,000
Society of St Vincent DePaul in the Parish of Holy Name of Mary
55 E Jamaica AveValley StreamNY11580PCEmployee Directed Covid Relief Grant - General Support$1,500
South Orange Rescue Squad Inc
62 Sloan StSouth OrangeNJ07079PCEmployee Matching Gift-General support$200
South Orange Rescue Squad Inc
62 Sloan StSouth OrangeNJ07079PCEmployee Matching Gift-General support$240
Southern Poverty Law Center
400 Washington AveMontgomeryAL36104PCEmployee Matching Gift-General support$1,000
Southhampton African-American Museum
PO Box 2263SouthamptonNY11969PCEmployee Directed Covid Relief Grant - General Support$500
Special School District No 1
1250 W BroadwayMinneapolisMN55411GOVTo conduct an "exploratory test" in which schools in Minneapolis' Special School District No. 1 will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
St Jude Children's Research
262 Danny Thomas PlMemphisTN38105PCEmployee Matching Gift-General support$100
Steppenwolf Theatre Company
1700 N Halsted StChicagoIL60614PCTo participate in the Building Audiences for Sustainability Initiative.$30,000
Steppenwolf Theatre Company
1700 N Halsted StChicagoIL60614PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$150,000
Summit Volunteer First Aid Squad Inc
1000 Summit AveSummitNJ07902PCEmployee Matching Gift-General support$300
Surfrider Foundation
PO Box 73550San ClementeCA92673PCEmployee Matching Gift-General support$200
TASSC International
4121 Harewood Rd NEWashingtonDC20017PCEmployee Matching Gift-General support$800
TASSC International Survivor Emergency Fund
4121 Harewood Rd NEWashingtonDC20017PCEmployee Directed Covid Relief Grant - General Support$200
Teachers College Columbia University
525 W 120th StNew YorkNY10027PCTo produce a report that comprehensively reviews the literature on equity-centered leadership, and will articulate a racially and culturally responsive approach and employ it to provide research and evidence-based guidance and suggestions on preparing equity-centered leaders across the seven domains of the principal pipeline.$96,025
Teachers College Columbia University
525 W 120th StNew YorkNY10027PCTo provide emergency relief for The Hechinger Report in response to the crisis created by the COVID-19 pandemic.$100,000
Texas Education Agency
1701 N Congress AveAustinTX78701GOVTo assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative.$152,225
The Boule' Foundation
260 Peachtree St NWAtlantaGA30303PCEmployee Matching Gift-General support$2,000
The Bowery Mission
355 Lexington AveNew YorkNY10017PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$2,000
The Bronx Defenders
360 E 161st StBronxNY10451PCEmployee Matching Gift-General support$400
The Center for Effective Philanthropy
675 Massachusetts AveCambridgeMA02139PCGeneral operating support.$100,000
The Charlotte-Mecklenburg Board of Education
1901 Herbert Spaugh LnCharlotteNC28208GOVTo conduct an "exploratory test" in which Charlotte-Mecklenburg schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
The City University of New YorkChancellors Emergency Relief Fund
230 W 41st StNew YorkNY10036PCEmployee Directed Covid Relief Grant - General Support$200
The Communications Network
777 6th St NWWashingtonDC20001PCGeneral operating support.$12,500
The Connection for Women and Families
79 Maple StSummitNJ07901PCEmployee Matching Gift-General support$500
The Education Trust Inc
1501 K St NWWashingtonDC20005PCTo support The Education Trust as a communications partner.$350,000
The Forum for Youth Investment
7064 Eastern Ave NWWashingtonDC20012PCGeneral operating support.$1,200,000
The Forum for Youth Investment
7064 Eastern Ave NWWashingtonDC20012PCFor the Weikart Center for Youth Program Quality to develop social and emotional learning products.$317,000
The Forum for Youth Investment
7064 Eastern Ave NWWashingtonDC20012PCTo provide technical assistance to the cities participating in the Partnerships for Social and Emotional Learning Initiative during its fourth year.$300,000
The Forum for Youth Investment
7064 Eastern Ave NWWashingtonDC20012PCTo support the Forum as a communications partner.$124,000
The Foundation of NY-PresbyterianHudson Valley Hospital
1980 Crompond RdCortlandt ManorNY10567SO IEmployee Matching Gift-General support$7,000
The French and Indian War Society at Lake George
PO Box 686Lake GeorgeNY12845PCEmployee Matching Gift-General support$4,000
The Fund for Public Schools Inc
52 Chambers StNew YorkNY10007PCTo conduct an "exploratory test" in which the New York City Department of Education will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
The Gladney Center for Adoption
6300 John Ryan DrFort WorthTX76132PCEmployee Matching Gift-General support$1,000
The Gladney Center for Adoption
6300 John Ryan DrFort WorthTX76132PCEmployee Matching Gift-General support$100
The Haiti Project
5 Pleasant Hill RdHopewell JunctionNY12533PCEmployee Matching Gift-General support$200
The Hoboken Shelter
300 Bloomfield StHobokenNJ07030PCEmployee Directed Covid Relief Grant - General Support$500
The Laundromat Project
127 W 127th StNew YorkNY10027PCEmployee Matching Gift-General support$100
The Laundromat Project
127 W 127th StNew YorkNY10027PCEmployee Matching Gift-General support$300
The Laundromat Project
127 W 127th StNew YorkNY10027PCEmployee Directed Covid Relief Grant - General Support$500
The Leadership Academy of Education Inc
45-18 Court SqLong Island CityNY11101PCTo support a multi-district strategy in California for the Principal Pipeline Learning Community work.$150,000
The Leadership Academy of Education Inc
45-18 Court SqLong Island CityNY11101PCTo provide technical assistance to the 90 districts in the Principal Pipeline Learning Community during the COVID-19 pandemic.$131,000
The Leadership Academy of Education Inc
45-18 Court SqLong Island CityNY11101PCTo provide technical assistance to districts involved in the principal pipeline spread work.$150,000
The Leadership Academy of Education Inc
45-18 Court SqLong Island CityNY11101PCTo support a multi-district strategy in Florida for the Principal Pipeline Learning Community work.$150,000
The Leadership Academy of Education Inc
45-18 Court SqLong Island CityNY11101PCGlide path grant to continue facilitating the ESSA Leadership Learning Community.$480,561
The Leadership Academy of Education Inc
45-18 Court SqLong Island CityNY11101PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$230,000
The Music Settlement
11125 Magnolia DrClevelandOH44106PCEmployee Directed Covid Relief Grant - General Support$1,000
The Nature Conservancy
4245 N Fairfax DrArlingtonVA22203PCEmployee Matching Gift-General support$62
The New York City Police Foundation
555 5th AveNew YorkNY10017PCEmployee Directed Covid Relief Grant - General Support$1,500
The New York Community Trust
909 Third AveNew YorkNY10022PCTo contribute to the NYC COVID-19 Response & Impact Fund.$200,000
The Old Stone House
336 3rd StBrooklynNY11215PCEmployee Matching Gift-General support$1,750
The Parent- Teacher Association of the Clinton School
10 E 15th StNew YorkNY10003PCEmployee Matching Gift-General support$1,200
The Parent- Teacher Association of the Clinton School
10 E 15th StNew YorkNY10003PCEmployee Matching Gift-General support$1,500
The School Board of Broward County Florida
610 NE 13th AvePompano BeachFL33060GOVTo conduct an "exploratory test" in which Broward Country schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
The School Board of Hillsborough County Florida
901 E Kennedy BlvdTampaFL33602GOVTo conduct an "exploratory test" in which Hillsborough Country schools will take a limited number of initial key steps toward developing equity-centered leadership pipelines.$145,000
Theatre Communications Group Inc
520 8th AveNew YorkNY10018PCTo support communications activities for its members during the COVID-19 pandemic.$50,000
Thomas Edison State University Foundation
111 W State StTrentonNJ08608PCEmployee Matching Gift-General support$50
Tides Center
PO Box 29198San FranciscoCA94129PCTo support Emerging Practitioners in Philanthropy.$17,500
Trustees of Hamilton College
198 College Hill RdClintonNY13323PCEmployee Matching Gift-General support$300
Trustees of the University of Pennsylvania
3819 Chestnut StPhiladelphiaPA19104PCEmployee Matching Gift-General support$150
Trustees of the University of Pennsylvania
2929 Walnut StPhiladelphiaPA19104PCEmployee Matching Gift-General support$200
Trustees of the University of Pennsylvania
2929 Walnut StPhiladelphiaPA19104PCEmployee Matching Gift-General support$300
Tulsa Community Foundation
7030 S Yale AveTulsaOK74136PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,336,921
Tulsa Public School District No 1
3027 S New Haven AveTulsaOK74114GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,252,937
Ulster Immigrant Defense Network Inc-Holy CrossSanta Cruz Episcopal Church
30 Pine Grove AveKingstonNY12401PCEmployee Directed Covid Relief Grant - General Support$1,500
United States Artists
200 W Madison StChicagoIL60606PCTo contribute to Artist Relief, an emergency, non-restricted fund that will grant $5,000 to individual artists facing financial hardship due to the COVID-19 crisis.$250,000
University Council for Educational Administration
620 Farm LnEast LansingMI48823PCTo design, deliver and continuously evaluate a professional learning community for faculty from the universities participating in the University Preparation Program Initiative and their project directors.$250,000
University Musical Society
881 N University AveAnn ArborMI48109PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
University of North Carolina at Chapel Hill
600 National Bank PlzChapel HillNC27599PCTo explore the complexity of equity-centered principal pipelines and research possibilities.$47,362
University of Virginia
PO Box 400331CharlottesvilleVA22907SO IEmployee Matching Gift-General support$100
Vanderbilt University
2301 Vanderbilt PlNashvilleTN37240PCTo create a knowledge synthesis on assistant principals.$392,094
Vanderbilt University
2301 Vanderbilt PlNashvilleTN37240PCTo create a knowledge synthesis on education leadership and student achievement.$246,226
Veterans of Foreign Wars 5298 Col Edward D Gourdin
143-17 Springfield BlvdLaureltonNY11413PCEmployee Directed Covid Relief Grant - General Support$400
VETS Inc
111-16 173rd StJamicaNY11433PCEmployee Directed Covid Relief Grant - General Support$300
Victory Gardens Theater
2433 N Lincoln AveChicagoIL60614PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$50,000
Wildland Firefighter Foundation
2049 W Airport WayBoiseID83705PCEmployee Matching Gift-General support$2,000
Wildland Firefighters Foundation
2049 Airport WayBoiseID83705PCEmployee Matching Gift-General support$800
William Marsh Rice University
6100 Main StHoustonTX77005PCTo support the National Network of Education Research-Practice Partnerships.$50,000
WINGS for Kids
476 Meeting StCharlestonSC29403PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$90,000
WNET Thirteen
825 8th AveNew YorkNY10019PCEmployee Matching Gift-General support$400
WNET Thirteen
825 8th AveNew YorkNY10019PCEmployee Matching Gift-General support$300
Women's Funding Network
57 Post StSan FranciscoCA94104PCGeneral operating support.$10,000
Woolly Mammoth Theatre
641 D St NWWashingtonDC20004PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$150,000
World Central Kitchen
1342 Florida Ave NWWashingtonDC20009PCEmployee Directed Covid Relief Grant - General Support$200
World Central Kitchen Inc
1342 Florida Ave NWWashingtonDC20009PCEmployee Matching Gift-General support$105
World Vision Inc
34834 Weyerhaeuser WayFederal WayWA98063PCEmployee Matching Gift-General support$840
WSHU Public Radio-Sacred Heart University
5151 Park AveFairfieldCT06825PCEmployee Matching Gift-General support$240
Youth Communication
242 W 38th StNew YorkNY10018PCEmployee Directed Covid Relief Grant - General Support$250
YR Media
1701 BroadwayOaklandCA94614PCTo conduct a study, grounded in young people's specific capacities, interests and conditions during the COVID-19 pandemic, to document what matters most in the arts to youth at this time, and surface learning design strategies for leveraging the arts during social distancing.$49,870
YR Media
1701 BroadwayOaklandCA94614PCTo provide emergency relief in response to the crisis created by the COVID-19 pandemic.$210,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,430,977TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (100 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Afterschool Alliance
1101 14th St NWWashingtonDC20005PCTo support Afterschool Alliance as a communications partner.$125,000
American Association of School Administrators
1615 Duke StAlexandriaVA22314PCTo support AASA as a communications partner.$175,000
American Friends of Les Arts Florissants Inc
4545 Center BlvdLong Island CityNY11109PCGeneral operating support in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement.$1,000
American Friends Service Committee
1501 Cherry StPhiladelphiaPA19102PCEmployee Matching Gift-General support$300
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007PCTo support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs.$51,839
Association for Supervision and Curriculum Development
1703 N Beauregard StAlexandriaVA22311PCTo support ASCD as a communications partner.$75,000
Big Thought
1409 S Lamar StDallasTX75215PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$226,000
Boston After School & Beyond Inc
89 South StBostonMA02111PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$1,613,250
Boys & Girls Clubs of America
1275 Peachtree St NEAtlantaGA30309PCTo support Wave II of the Youth Arts Initiative, the goal of which is to help low-income, urban youth engage in high-quality arts education programs in Boys & Girls Clubs sites.$728,750
Brooklyn Arts Exchange Inc
421 5th AveBrooklynNY11215PCEmployee Matching Gift-General support$300
Brooklyn Community Bail Fund
195 Montague StBrooklynNY11201PCEmployee Matching Gift-General support$518
Brooklyn Defender Services
177 Livingston StBrooklynNY11201PCEmployee Matching Gift-General support$410
Brooklyn Museum
200 Eastern PkwyBrooklynNY11238PCEmployee Matching Gift-General support$15,000
Brooklyn New School
610 Henry StBrooklynNY11231PCEmployee Matching Gift-General support$700
Brooklyn Public Library
10 Grand Army PlzBrooklynNY11238PCEmployee Matching Gift-General support$412
Child Trends
7315 Wisconsin AvenueBethesdaMD20814PCTo identify current approaches to documenting and measuring impacts in out-of-school time settings.$42,328
Children's Hospital of Pittsburgh Foundation
4401 Penn AvePittsburghPA15224PCEmployee Matching Gift-General support$200
City Harvest Inc
6 E 32nd StNew YorkNY10016PCEmployee Matching Gift-General support$300
Citymeals-On-Wheels
355 Lexington AveNew YorkNY10017PCEmployee Matching Gift-General support$360
Citymeals-On-Wheels
355 Lexington AveNew YorkNY10017PCEmployee Directed Covid Relief Grant - General Support$1,500
Cleveland Orchestra
11001 Euclid AveClevelandOH44106PCEmployee Matching Gift-General support$300
Columbia Greenhouse Nursery School
404 W 116 StNew YorkNY10026PCEmployee Matching Gift-General support$150
Communities Foundation of Texas Inc
5500 Caruth Haven LnDallasTX75225PCTo support the Additional Days School Year Summer Learning Initiative that is a collaborative effort between Wallace and the Texas Impact Network and aligned with the efforts of the Texas Education Agency.$507,879
Council of Chief State School Officers
1 Massachusetts Ave NWWashingtonDC20001PCTo support CCSSO as a communications partner.$200,000
Dallas Independent School District
9400 N Central ExpyDallasTX75231GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$299,250
Deerfield Academy
PO Box 306DeerfieldMA01342PCEmployee Matching Gift-General support$150
Denver Afterschool Alliance
201 W Colfax AveDenverCO80202GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$300,000
Digital Promise Global
1001 Connecticut Ave NWWashingtonDC20036PCTo conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts.$9,921
Education Development Center Inc
43 Foundry AveWalthamMA02453PCTo conduct a study to describe whether and how publicly funded summer learning programs that serve K-8 youth in urban settings access and use professional learning and tools to improve and advance equitable outcomes for the students they serve.$54,872
Eleanor Roosevelt HS PTA
411 E 76th StNew YorkNY10021PCEmployee Matching Gift-General support$2,060
Feeding America
161 N Clark StChicagoIL60601PCEmployee Matching Gift-General support$200
Fordham University-WFUV
441 E Fordham RdBronxNY10458PCEmployee Matching Gift-General support$600
Gods Love We Deliver
166 Avenue of the AmericasNew YorkNY10013PCEmployee Matching Gift-General support$210
Greater Tacoma Community Foundation
950 Pacific AveTacomaWA98402PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$800,816
Hampshire College Trustees
893 West StAmherstMA01002PCEmployee Matching Gift-General support$500
Harvard University
Office of the President MassachusetCambridgeMA02138PCTo update and expand the elementary Social and Emotional Learning guide and create a new middle and high school Navigating SEL Program Guide.$139,016ts Hall
Hispanics in Philanthropy
414 13th StOaklandCA94612PCEmployee Matching Gift-General support$287
Hispanics in Philanthropy
414 13th StOaklandCA94612PCEmployee Matching Gift-General support$288
In Our Backyards Inc
540 President StBrooklynNY11215PCEmployee Matching Gift-General support$820
International Society of the Learning Sciences
201 N Rose AveBloomingtonIN47405PCTo help ISLS expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work.$150,000
Island Harvest LTD
15 Grumman Rd WBethpageNY11714PCEmployee Matching Gift-General support$200
John Theissen Children's Foundation
1881 Wantagh AveWantaghNY11793PCEmployee Matching Gift-General support$200
Learning Policy Institute
1530 Page Mill RdPalo AltoCA94304PCTo create a knowledge synthesis on principal preparation.$2,875
Lutheran Church of the Good Sheperd
7420 4th AveBrooklynNY11209PCEmployee Matching Gift-General support$600
Masbia
1276 47th StBrooklynNY11219PCEmployee Matching Gift-General support$144
National Association of Elementary School Principals Foundation
1615 Duke StAlexandriaVA22314PCTo support NAESP as a communications partner.$100,000
National Association of State Boards of Education
333 John Carlyle StAlexandriaVA22314PCTo support NASBE as a communications partner.$150,000
New Jersey Youth Development Foundation
1 Golf DrKenilworthNJ07033PCEmployee Matching Gift-General support$200
New Visions for Public Schools Inc
205 E 42nd StNew YorkNY10017PCEmployee Matching Gift-General support$2,000
New York New Jersey Trail Conference
600 Ramapo Valley RdMahwahNJ07430PCEmployee Matching Gift-General support$1,000
NY Writers Coalition Inc
80 Hanson PlBrooklynNY11217PCEmployee Matching Gift-General support$1,020
Packer Collegiate Institute
170 Joralemon StBrooklynNY11201PCEmployee Matching Gift-General support$150
President & Trustees of Colby College
4120 Mayflower HillWatervilleME04901PCEmployee Matching Gift-General support$231
President and Fellows of Harvard College
1033 Massachusetts AveCambridgeMA02138PCEmployee Matching Gift-General support$2,000
Prime Time Palm Beach County
2300 High Ridge RdBoynton BeachFL33426PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$79,000
RAND Corporation
1776 Main StSanta MonicaCA90407PCAdditional funds to support the research and evaluation of the National Summer Learning Project.$25,000
RAND Corporation
1776 Main StSanta MonicaCA90407PCTo conduct an evaluation of the University Principal Preparation Initiative.$670,000
RAND Corporation
1776 Main StSanta MonicaCA90407PCTo conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative.$4,118,276
RAND Corporation
1776 Main StSanta MonicaCA90407PCTo conduct a survey of U.S. public school teachers on social and emotional learning and teachers' activities related to SEL.$35,813
Research for Action Inc
100 S Broad StPhiladelphiaPA19110PCTo conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative.$550,000
Riverside Park Conservancy
475 Riverside DrNew YorkNY10115PCEmployee Matching Gift-General support$60
Sacred Heart University
5151 Park AveFairfieldCT06825PCEmployee Matching Gift-General support$300
Saint Davids School
12 E 89th StNew YorkNY10128PCEmployee Matching Gift-General support$3,400
School District of Palm Beach County
3300 Forest Hill BlvdWest Palm BeachFL33406GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$481,750
Shriners Hospitals for Children
2211 N Oak Park AveChicagoIL60707PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$2,000
Shriners Hospitals for Children
2211 N Oak Park AveChicagoIL60707PCEmployee Matching Gift-General support$200
Sickle Cell Awareness Foundation Corp
207-08 Hollis AveQueens VillageNY11429PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$4,000
Society for Research in Child Development
1825 K St NWWashingtonDC20006PCTo help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work.$150,000
Society for Research on Educational Effectiveness
1000 Thomas Jefferson St NWWashingtonDC20007PCTo help SREE expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work.$150,000
Soho Repertory Theatre Inc
401 BroadwayNew YorkNY10013PCEmployee Matching Gift-General support$600
Southern Queens Park Association Inc
177-01 Baisley BlvdJamaicaNY11434PCEmployee Directed Covid Relief Grant - General Support$400
St Jude Children's Research
262 Danny Thomas PlMemphisTN38105PCEmployee Matching Gift-General support$204
St Jude Children's Research Hospital
262 Danny Thomas PlMemphisTN38105PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$2,000
Teachers College Columbia University
525 W 120th StNew YorkNY10027PCTo produce a report that comprehensively reviews the literature on equity-centered leadership, and will articulate a racially and culturally responsive approach and employ it to provide research and evidence-based guidance and suggestions on preparing equity-centered leaders across the seven domains of the principal pipeline.$20,577
Texas Education Agency
1701 N Congress AveAustinTX78701GOVTo assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative.$467,151
The Bronx Defenders
360 E 161st StBronxNY10451PCEmployee Matching Gift-General support$420
The Churchill School and Center
301 E 29th StNew YorkNY10016PCEmployee Matching Gift-General support$240
The Cleveland Music School Settlement
11125 Magnolia DrClevelandOH44106PCEmployee Matching Gift-General support$400
The David Sheldrick Wildlife Trust USA Inc
25283 Cabot RdLaguna HillsCA92653PCEmployee Matching Gift-General support$80
The Forum for Youth Investment
7064 Eastern Ave NWWashingtonDC20012PCFor general operating support.$1,200,000
The Forum for Youth Investment
7064 Eastern Ave NWWashingtonDC20012PCTo support the Forum as a communications partner.$126,000
The Institute of Excellence in Education
711 W Pickard StMt PleassantMI48858PCTo encourage the development of effective principal pipelines in organizations that manage large numbers of charter schools.$50,000
The Leadership Academy of Education Inc
711 W Pickard StLong Island CityNY11101PCGlide path grant to continue facilitating the Every Student Succeeds Act (ESSA) Leadership Learning Community.$111,189
The Trustees of the Smith College
23 Elm StNorthamptonMA01063PCEmployee Matching Gift-General support$150
The University of Texas at Austin
PO Box 7726AustinTX78713GOVTo conduct an evaluation of the Building Audiences for Sustainability initiative.$1,600,000
The University of Texas at Austin
PO Box 7726AustinTX78713GOVTo conduct an outcomes study of the Building Audiences for Sustainability Initiative.$344,930
Tulsa Community Foundation
7030 S Yale AveTulsaOK74136PCTo participate in the Partnerships for Social and Emotional Learning Initiative.$138,566
Tulsa Public School District No 1
3027 S New Haven AveTulsaOK74114GOVTo participate in the Partnerships for Social and Emotional Learning Initiative.$138,566
Understood for All Inc
96 Morton StNew YorkNY10014PCEmployee Matching Gift-General support$212
University Community Social Services Inc
PO Box 20930New YorkNY10009PCEmployee Matching Gift-General support$200
University of California - Irvine
141 Innovation DrIrvineCA92697PCTo develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning.$10,000
University of North Carolina at Chapel Hill
600 National Bank PlzChapel HillNC27599PCTo explore the complexity of equity-centered principal pipelines and research possibilities.$9,978
University of Wisconsin-Madison
702 W Johnson StMadisonWI53715PCTo support a study to answer research questions related to engaging young people from historically marginalized communities in out-of-school time learning.$13,698
University of Wisconsin-Madison
702 W Johnson StMadisonWI53715PCTo conduct a project designed to answer research questions related to identifying key issues, opportunities, and questions currently facing the field of youth arts learning.$16,331
Vanderbilt University
2301 Vanderbilt PlNashvilleTN37240PCTo create a knowledge synthesis on assistant principals.$30,067
Vanderbilt University
2301 Vanderbilt PlNashvilleTN37240PCTo create a knowledge synthesis on education leadership and student achievement.$12,274
Vanderbilt University
2301 Vanderbilt PlNashvilleTN37240PCTo support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up.$11,282
West Side Center for Community Life Inc
263 W 86th StNew YorkNY10024PCEmployee Matching Gift-General support$1,000
World Vision Inc
PO Box 120Federal WayWA98063PCEmployee Matching Gift-General support$880
Wounded Warrior Project Inc
4899 Belfort RdJacksonvilleFL32256PCGeneral operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$16,366,300TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,527,946ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,445,707ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm-$361,881UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$106,927,861ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescInvestment LossDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm-$1,693,158UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,689,003ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$2,055,039UnrelatedBusinessTaxblIncmAmt
Exclusion$116,590,517ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,535,478TotalIncomeProducingActyAmt

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)
CategoryAccounting feesCategoryTxt
Amt$193,963Amt
Net Investment Income$96,982NetInvestmentIncomeAmt
Disbursements Charitable Prps$100,312DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtCurrent Year ExpenseCurrentYearExpenseAmt
Leashold Improvements$7,927,762$41,435$502,380
Furniture$1,000,993$5,561$66,733
Computer Equipment$291,121$13,862$95,375
Office Equipment$50,289$838$10,058

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVariousAssetDesc
Gross Sales Price$106,565,980GrossSalesPriceAmt
Total Net$106,565,980TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Corporate bonds
PIMCO Short-Term Inst$5,098,974$5,098,974
PIMCO Income Inst$65,008,581$65,008,581
Morgan Stanley Global Opportunity Portfolio$61,741,087$61,741,087

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Corporate stock
Abb Ltd$3,211,811$3,211,811
Arch Capital Group Ltd.$2,666,186$2,666,186
Baidu Inc$2,231,813$2,231,813
Bankia SA$699,239$699,239
CIE Financiere Richemont$14,761$14,761
CIE Financiere Richemont$2,569,771$2,569,771
CNH Industrial N.V.$705,536$705,536
Compass Group PLC$3,450,539$3,450,539
CRH PLC$1,411,426$1,411,426
Danone SA$1,010,745$1,010,745
Delivery Hero SE$922,400$922,400
DSV Panalpina A/S$1,207,200$1,207,200
Fresenius Medical Care AG$2,005,627$2,005,627
Groupe Bruxelles Lambert SA$1,911,918$1,911,918
HELLA GmbH & Co KGaA$679,491$679,491
HelloFresh SE$2,186,073$2,186,073
Hengan International Group Co. Ltd.$261,973$261,973
HSBC Bank PLC$1,160,417$1,160,417
Imperial Oil Ltd$1,113,048$1,113,048
Inchcape PLC$200,283$200,283
ING Groep NV$2,104,100$2,104,100
Jfrog LTD$170,772$170,772
LafargeHolcim LTD$1,679,080$1,679,080
Lloyds Banking Group PLC$1,250,850$1,250,850
NatWest Group PLC$518,438$518,438
Novartis AG$2,263,788$2,263,788
NXP Semiconduuctors NV$1,162,999$1,162,999
Relx PLC$407,269$407,269
Relx NV$1,637,409$1,637,409
Royal Bank Of Scotland Group$140,435$140,435
Safran SA$934,644$934,644
Samsung Electronics Co Ltd$5,252,350$5,252,350
Samsung Electronics Co Ltd$644,225$644,225
Schlumberger LTD$1,761,528$1,761,528
Seven & i Holdings Co Ltd$705,255$705,255
Sodexo$374,528$374,528
Sodexo$829,748$829,748
TE Connectivity Ltd$1,021,951$1,021,951
Telefonica Brasil SA ADR$1,017,812$1,017,812
Tenaris SA$140,216$140,216
Tenaris SA$740,989$740,989
Tesco PLC$1,047,929$1,047,929
Trip.com Groupl Ltd$1,624,268$1,624,268
UBS Group AG$2,616,520$2,616,520
Vivendi$1,088,615$1,088,615
White Mountains Insurance Group$50,033$50,033
Willis Towers Watson PLC$610,972$610,972
Receivable for Investments, Net$2,796,144$2,796,144

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$85,113,466USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$85,113,466USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (93 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Other InvestmentsFMV
U.S. Partnership - 1FMV$24,642,379$24,642,379
U.S. Partnership - 2FMV$307,698$307,698
U.S. Partnership - 3FMV$1,533,678$1,533,678
U.S. Partnership - 4FMV$6,217,295$6,217,295
U.S. Partnership - 5FMV$15,248,208$15,248,208
U.S. Partnership - 6FMV$6,249,120$6,249,120
U.S. Partnership - 7FMV$68,012,265$68,012,265
U.S. Partnership - 8FMV$7,838,955$7,838,955
U.S. Partnership - 9FMV$4,039,797$4,039,797
U.S. Partnership - 10FMV$448,324$448,324
U.S. Partnership - 11FMV$613,807$613,807
U.S. Partnership - 12FMV$1,384,945$1,384,945
U.S. Partnership - 13FMV$941,719$941,719
U.S. Partnership - 14FMV$7,388,064$7,388,064
U.S. Partnership - 15FMV$2,161,155$2,161,155
U.S. Partnership - 16FMV$7,344,698$7,344,698
U.S. Partnership - 17FMV$29,411,271$29,411,271
U.S. Partnership - 18FMV$26,548,143$26,548,143
U.S. Partnership - 19FMV$61,187,734$61,187,734
U.S. Partnership - 20FMV$10,432,668$10,432,668
U.S. Partnership - 21FMV$20,747,529$20,747,529
U.S. Partnership - 22FMV$21,134,647$21,134,647
U.S. Partnership - 23FMV$1,787,824$1,787,824
U.S. Partnership - 24FMV$5,652,724$5,652,724
U.S. Partnership - 25FMV$5,521,667$5,521,667
U.S. Partnership - 26FMV$1,010,988$1,010,988
U.S. Partnership - 27FMV$193,765$193,765
U.S. Partnership - 28FMV$551,214$551,214
U.S. Partnership - 29FMV$13,042,460$13,042,460
U.S. Partnership - 30FMV$15,351,499$15,351,499
U.S. Partnership - 31FMV$765,292$765,292
U.S. Partnership - 32FMV$77,584,180$77,584,180
U.S. Partnership - 33FMV$41,578$41,578
U.S. Partnership - 34FMV$3,898,120$3,898,120
U.S. Partnership - 35FMV$11,898,441$11,898,441
U.S. Partnership - 36FMV$5,465,453$5,465,453
U.S. Partnership - 37FMV$2,126,874$2,126,874
U.S. Partnership - 38FMV$9,907,392$9,907,392
U.S. Partnership - 39FMV$177,020$177,020
U.S. Partnership - 40FMV$1,111,311$1,111,311
U.S. Partnership - 41FMV$29,417,955$29,417,955
U.S. Partnership - 42FMV$55,302$55,302
U.S. Partnership - 43FMV$5,091,837$5,091,837
U.S. Partnership - 44FMV$58,294,197$58,294,197
U.S. Partnership - 45FMV$170,255,939$170,255,939
U.S. Partnership - 46FMV$43,480,873$43,480,873
U.S. Partnership - 47FMV$67,095$67,095
U.S. Partnership - 48FMV$1,511,863$1,511,863
U.S. Partnership - 49FMV$2,256,947$2,256,947
U.S. Partnership - 50FMV$994,700$994,700
U.S. Partnership - 51FMV$38,684$38,684
U.S. Partnership - 52FMV$9,857,971$9,857,971
U.S. Partnership - 53FMV$3,672,810$3,672,810
U.S. Partnership - 54FMV$1,030,065$1,030,065
U.S. Partnership - 55FMV$4,694,784$4,694,784
U.S. Partnership - 56FMV$91,085,598$91,085,598
Non-U.S. Partnership - 1FMV$86,468,626$86,468,626
Non-U.S. Partnership - 2FMV$27,441,788$27,441,788
Non-U.S. Partnership - 3FMV$48,464,500$48,464,500
Non-U.S. Partnership - 4FMV$174,631$174,631
Non-U.S. Partnership - 5FMV$3,204,500$3,204,500
Non-U.S. Partnership - 6FMV$6,408,862$6,408,862
Non-U.S. Partnership - 7FMV$5,896,325$5,896,325
Non-U.S. Partnership - 8FMV$4,041,992$4,041,992
Non-U.S. Partnership - 9FMV$3,272,318$3,272,318
Non-U.S. Partnership - 10FMV$19,751,375$19,751,375
Non-U.S. Partnership - 11FMV$1,422,399$1,422,399
Non-U.S. Partnership - 12FMV$6,054,512$6,054,512
Non-U.S. Partnership - 13FMV$10,713,525$10,713,525
Non-U.S. Partnership - 14FMV$146,749$146,749
Non-U.S. Partnership - 15FMV$535,491$535,491
Non-U.S. Partnership - 16FMV$135,345$135,345
Non-U.S. Partnership - 17FMV$47,683,698$47,683,698
Non-U.S. Partnership - 18FMV$3,010,421$3,010,421
Non-U.S. Partnership - 19FMV$66,646$66,646
Non-U.S. Partnership - 20FMV$10,902,832$10,902,832
Non-U.S. Partnership - 21FMV$16,749,285$16,749,285
Non-U.S. Partnership - 22FMV$53,507,799$53,507,799
Non-U.S. Partnership - 23FMV$19,063,250$19,063,250
Non-U.S. Partnership - 24FMV$4,301,641$4,301,641
Non-U.S. Partnership - 25FMV$360,665$360,665
Non-U.S. Partnership - 26FMV$12,056$12,056
Non-U.S. Partnership - 27FMV$2,266,618$2,266,618
Non-U.S. Partnership - 28FMV$2,664,534$2,664,534
Non-U.S. Partnership - 29FMV$1,438,177$1,438,177
Non-U.S. Partnership - 30FMV$3,899,891$3,899,891
Non-U.S. Partnership - 31FMV$31,565,783$31,565,783
Non-U.S. Partnership - 32FMV$11,553,059$11,553,059
Non-U.S. Partnership - 33FMV$64,039,376$64,039,376
Non-U.S. Partnership - 34FMV$98,290$98,290
Non-U.S. Partnership - 35FMV$78,447,211$78,447,211
Non-U.S. Partnership - 36FMV$20,704,656$20,704,656

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture and fixtures$1,000,993$72,294$928,699$928,699
Improvements$7,927,762$543,815$7,383,947$7,383,947
Miscellaneous$446,023$120,133$325,890$325,890

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal feesCategoryTxt
Legal Fees$181,120LegalFeesAmt
Net Investment Income$50,016NetInvestmentIncomeAmt
Disbursements Charitable Prps$130,184DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Landlord reimbursement$1,424,883$6,884$6,884
Taxes receivable$1,476,114$834,578$834,578

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Computer software, maintenance and parts$362,654$36,265$316,720
Dues$101,163$1,586$99,820
Insurance$119,235$11,924$107,569
NYS Filing fee$1,500$1,500
Office management$102,523$10,252$100,640
Payroll services$4,989$499$5,415
Training courses$133,436$13,344$95,593

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther investment incomeDesc
Revenue And Expenses Per Books-$4,155RevenueAndExpensesPerBooksAmt
Net Investment Income$5,432,992NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNet Unrealized GainsDesc
Amt$148,140,593Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Deferred Federal excise tax$6,535,720$8,595,690
Landlord Incentives$1,395,424$1,361,280

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Consutlants - non DCA$962,118$308,683$644,178
DCA - Knowledge Sharing & Dissemination$1,851,292$1,951,927
DCA - Public Policy$501,602$513,299
DCA - Research$2,227,032$2,259,711
DCA - Technical Assistance to Grantees$1,763,486$1,954,074
Investment fees$1,402,027$4,173,830

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal UBIT & Excise Taxes$1,060,076
Foreign taxes$130,455$879,419

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