THE GREENWALL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE GREENWALL FOUNDATION (EIN 13-6082277)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-05
IRS object ID
202043109349100429
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-05T11:47:43-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1665 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136082277EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREENWALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone2126797266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZA FL 47AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE GROMANPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2126797266PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT BROWNPreparerPersonNm
PTINP02104034PTIN
Phone2122862600PhoneNum
Preparation2020-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.88.221.216IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-05IPDt
IP Tm09:40:17IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAD26061A8F0AF72DB42E23492C80D800E6EAC677AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$102,450,439FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,357InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,357InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,529,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,529,640DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$946,117NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,503,796GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$946,117CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$30,628OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,608OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,511,742TotalRevAndExpnssAmt
Total Net Invst Incm$3,482,722TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$717,136CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$35,585CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$673,616CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$262,253OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$7,935OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$254,318OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$185,579PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,463PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$176,371PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$13,384LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,384LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$60,538AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$60,538AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$490,684OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$355,633OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$135,051OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$61,192TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,862DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$154,510OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$6,952OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$145,794OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$331,978TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$9,714TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$310,401TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$78,876OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,721OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$74,155OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,357,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$425,003TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,843,628TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,627,128ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,037,076ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,985,120TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$425,003TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,880,704TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,473,378ExcessRevenueOverExpensesAmt
Net Investment Income$3,057,719NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$303,455CashBOYAmt
Cash EOY$181,631CashEOYAmt
Cash EOYFMV$181,631CashEOYFMVAmt
Sav And Temp Cash Invst BOY$862,530SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$817,217SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$817,217SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$32,255PrepaidExpensesBOYAmt
Prepaid Expenses EOY$56,425PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$56,425PrepaidExpensesEOYFMVAmt
Other Investments BOY$88,713,454OtherInvestmentsBOYAmt
Other Investments EOY$101,349,145OtherInvestmentsEOYAmt
Other Investments EOYFMV$101,349,145OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$115,190LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$105,911LandBldgEquipAccumDeprecAmt
Land BOY$11,141LandBOYAmt
Land EOY$9,279LandEOYAmt
Land EOYFMV$9,279LandEOYFMVAmt
Other Assets BOY$52,934OtherAssetsBOYAmt
Other Assets EOY$36,742OtherAssetsEOYAmt
Other Assets EOYFMV$36,742OtherAssetsEOYFMVAmt
Total Assets BOY$89,975,769TotalAssetsBOYAmt
Total Assets EOY$102,450,439TotalAssetsEOYAmt
Total Assets EOYFMV$102,450,439TotalAssetsEOYFMVAmt
Accounts Payable BOY$39,642AccountsPayableBOYAmt
Accounts Payable EOY$80,894AccountsPayableEOYAmt
Grants Payable BOY$3,065,022GrantsPayableBOYAmt
Grants Payable EOY$3,655,074GrantsPayableEOYAmt
Other Liabilities BOY$63,734OtherLiabilitiesBOYAmt
Other Liabilities EOY$255,906OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,168,398TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,991,874TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$86,807,371NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$98,458,565NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$86,807,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$98,458,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$89,975,769TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$102,450,439TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,807,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,473,378ExcessRevenueOverExpensesAmt
Other Increases$14,314,897OtherIncreasesAmt
Subtotal$98,648,890SubtotalAmt
Other Decreases$190,325OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$98,458,565TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$28,706,688$28,557,679$149,009$149,009
CAPITAL GAINS DIVIDENDS$797,108$797,108$797,108P
FieldValueIRS element (for citing)
Capital Gain Net Income$946,117CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,487,416AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$95,929,181NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046778DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,884,175AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$94,492,687NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051688DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,577,662AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$89,082,357NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051387DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,870,662AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$95,595,340NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050951DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,310,277AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$98,095,681NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033745DistributionYr5Rt
Total Distribution0.234549TotalDistributionRt
Average Distribution0.046910AverageDistributionRt
Net Vl Noncharitable Assets$96,496,726NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,526,661AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$30,577NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,557,238AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,880,704QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$30,577InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,577SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,577TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$68,481EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$68,481TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$37,904OverpaymentAmt
Applied To ES Tax$37,904AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GREENWALL.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE GREENWALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126767266PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZA FL 47AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190002ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHELLE GROMAN
1 PENN PLAZA FL 47NEW YORKNY101190002CHIEF OPERATING OFFICER40.00$211,111$33,980$0
JAMES A TULSKY MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/CHAIR1.00$10,500$0$0
ANN ALPERS JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/VICE CHAIR1.00$10,500$0$0
BERNARD LO MD
1701 DIVISIDERO STSAN FRANCISCOCA94143DIRECTOR/PRESIDENT/CEO40.00$409,025$55,557$0
JOEL W MOTLEY JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/SECRETARY1.00$11,500$0$0
PETER GOODWIN
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR/TREASURER1.00$12,500$0$0
CHRISTINE K CASSEL MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$8,500$0$0
GEORGE L BUNTING JR
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$0$0$0
JASON KARLAWISH MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$12,500$0$0
JENNIFER L KLEIN JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$7,500$0$0
MARK BARNES JD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$7,500$0$0
PHYLLIS D MEADOWS PHD MSN RN
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$8,500$0$0
RICHARD L SALZER JR MD
1 PENN PLAZA FL 47NEW YORKNY101190002DIRECTOR1.00$7,500$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SAM TEIGEN
1 PENN PLAZA FL 47NEW YORKNY101190002FINANCE & OPERATIONS40.00$140,038$22,910$0
JOHANNA BROWNELL
1 PENN PLAZA FL 47NEW YORKNY101190002EXECUTIVE ASSISTANT40.00$85,575$22,740$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GOLDMAN SACHS ASSET MANAGEMENT
200 WEST STREET 39TH FLNEW YORKNY10282PORTFOLIO ADVISORY$355,633
KORN FERRY
200 PARK AVENUE 33RD FLNEW YORKNY10166BOARD SERVICES$75,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION FACILITATES AND PROVIDES ONGOING MENTORING, PROFESSIONAL DEVELOPMENT AND ACADEMIC COLLABORATIONS FOR CLINICAL SCHOLARS AND ALUMNI OF THE FACULTY SCHOLARS PROGRAM TO IMPLEMENT THE GOALS OF THE GRANT-MAKING INITIATIVE. THIS IS CARRIED OUT PRINCIPALLY THROUGH ORGANIZING SEMI-ANNUAL MEETINGS WHERE SCHOLARS OBTAIN FEEDBACK ON THEIR RESEARCH AND MENTORING ON CAREER DEVELOPMENT AND LEADERSHIP SKILLS. THE FOUNDATION ALSO CONVENES AND FUNDS MEETINGS FOR GROUPS OF SCHOLARS TO MEET WITH EXPERTS ON SPECIFIC TOPICS, DISCIPLINES, OR RESEARCH METHODOLOGIES; CONVENES AND FUNDS MEETINGS OF THE GREENWALL FACULTY SCHOLARS PROGRAM COMMITTEE TO OVERSEE THE PROGRAM; MEETS WITH BIOETHICS EXPERTS ON HOW TO IMPROVE THE PROGRAM; AND DISCUSSES WITH APPLICANTS FOR BIOETHICS GRANTS HOW TO STRENGTHEN THEIR WORK.Description1Txt
Expenses1$407,320Expenses1Amt
Description2THE WILLIAM C. STUBING MEMORIAL LECTURE WAS HELD NOVEMBER 19, 2019 AND FEATURED AMY GUTMANN, THE PRESIDENT OF THE UNIVERSITY OF PENNSYLVANIA AND FORMER CHAIR OF THE PRESIDENTIAL COMMISSION FOR THE STUDY OF BIOETHICAL ISSUES, MODERATED BY SUSAN DENTZER, SENIOR POLICY FELLOW, DUKE-MARGOLIS CENTER FOR HEALTH POLICY. MR. STUBING SERVED AS PRESIDENT OF THE FOUNDATION FOR 21 YEARS. THE LECTURE SERIES WAS CREATED IN HIS HONOR TO EXPOSE A BROAD AUDIENCE TO COMPELLING BIOETHICS TOPICS.Description2Txt
Expenses2$39,516Expenses2Amt

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$97,183,752AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$753,052AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$29,415FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$97,966,219TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$97,966,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,469,493CashDeemedCharitableAmt
Net Vl Noncharitable Assets$96,496,726NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,824,836MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,824,836MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,577TaxBasedOnInvestmentIncomeAmt
Total Tax$30,577TotalTaxAmt
Distributable Before Adj$4,794,259DistributableBeforeAdjAmt
Recoveries Qualfied Distri$29,290RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,823,549DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,823,549DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,880,704ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,880,704QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$30,577PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,850,127AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,823,549DistributableAsAdjustedAmt
Undistributed Income PY$555,277UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,880,704QualifyingDistributionsAmt
Applied To Year1$555,277AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,325,427AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$498,122UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHANNA BROWNELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZA FL 47AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190002ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2126477266RecipientPhoneNum
Recipient Email AddressJBROWNELL@GREENWALL.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSEE WWW.GREENWALL.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WWW.GREENWALL.ORGSubmissionDeadlinesTxt
Restrictions On AwardsSEE WWW.GREENWALL.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM 420HOUSTONTX77030N/APCRENEWAL OF PHILOSOPHICAL BIOETHICS SEMINAR SERIES (PHILOSOPHICAL BIOETHICS BOOTCAMP)$41,939
BOSTON UNIVERSITY SCHOOL OF PUBLIC HEALTH
715 ALBANY STREET CENTER FOR HEALTHBOSTONMA02118N/APCETHICAL RESPONSIBILITIES OF PHYSICIANS WHO CARE FOR IMMIGRANTS IN FEDERAL IMMIGRATION DETENTION$93,751LAW ETHICS HUMAN RIGHTS
BROWN UNIVERSITY
10 JEFFERSON DRIVEEAST GREENWICHRI02818N/APCAN UPDATED EMPIRICALLY-INFORMED ETHICAL FRAMEWORK FOR CLINICAL RESEARCH INVOLVING PRISONERS$53,225
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVEPITTSBURGHPA15213N/APCTHE BASIC STRUCTURE MODEL OF RESEARCH STAKEHOLDER OBLIGATIONS$31,525
CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE
10900 EUCLID AVENUECLEAVELANDOH441064976N/APCA COLLABORATIVE ETHICAL APPROACH TO ADVANCING THE SCIENCE OF SYNTHETIC LIVING MODELS OF HUMAN BIOLOGY$111,175
DARTMOUTH COLLEGE
6036 THORNTON HALL DEPARTMENT OFHANOVERNH03755N/APCDECIDING FOR WOMEN: GENDER AND AUTHORITY IN ISLAMIC BIOMEDICAL ETHICS$36,863RELIGION 19 COLLEGE STREET
DUKE LAW SCHOOL
210 SCIENCE DRIVEDURHAMNC277080360N/APCEXPLAINABILITY AND TRADE SECRECY IN AI-ENABLED CLINICAL DECISION SOFTWARE$196,605
DUKE UNIVERSITY
108 SEELEY G MUDD BLDG DUKEDURHAMNC27710N/APCTOWARD EFFECTIVE COOPERATION BETWEEN CLINICAL AND OTHER COMMUNITY STAKEHOLDERS COMMITTED TO STEMMING THE OPIOID EPIDEMIC$106,157UNIVERSITY
EMORY UNIVERSITY
1462 CLIFTON ROAD 508ATLANTAGA30322N/APCTHE MOST-CONSENT STUDY: PATIENT-DRIVEN CONSENT FOR A MULTI-CENTER ADAPTIVE TRIAL IN ACUTE ISCHEMIC STROKE$47,768
FLORIDA STATE UNIVERSITY
526 BELLAMY BUILDING 113 COLLEGIATETALLAHASSEEFL32306N/APCTRACING THE SECOND WAVE OF INCLUSION: PREGNANT WOMEN AND BIOMEDICAL RESEARCH ETHICS$32,250LOOP
GEORGE MASON UNIVERSITY
INSTITUTE FOR PHILOSOPHY PUBLICFAIRFAXVA22030N/APCTHE ETHICS OF SEVERE BRAIN INJURY$34,101POLICY ROBINSON B459 4400 UNIVERSIT
GEORGETOWN UNIVERSITY
425 HEALY HALLWASHINGTONDC20057N/APCRIGHTS IN BODIES: THEORETICAL FRAMEWORKS AND PRACTICAL APPLICATIONS$75,114
GEORGIA STATE UNIVERSITY
PO BOX 4037ATLANTAGA303024037N/APCENGAGING DIVERSITY: PATHWAYS TO BIOETHICS FOR MINORITY STUDENTS$100,802
GUIDESTAR
4801 COURTHOUSE STREET SUITE 220WILLIAMSBURGVA231882678N/APCGENERAL GRANT$5,000
LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 EAST CHICAGO AVE BOX 26CHICAGOIL606112605N/APCA NEW ETHICAL AND REGULATORY APPROACH FOR THE USE OF HUMAN CHALLENGE STUDIES WITH EMERGING INFECTIOUS DISEASES$101,581
MACALESTER COLLEGE
PO BOX 7135DAVIDSONNC28035N/APCINTERNATIONAL MEDICAL GRADUATES AT THE CROSSROADS: ETHICS OF IMMIGRATION POLICY AND HEALTH CARE IN UNDERSERVED AREAS$126,550
MASSACHUSETTS GENERAL HOSPITAL DEPT OF RADIATION ONCOLOGY
55 FRUIT STREETBOSTONMA02114N/APCONCOLOGISTS VIEWS ON THE ETHICS OF PATIENT RECORDED VISITS$120,988
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCNAM ROUNDTABLE ON QUALITY CARE FOR PEOPLE WITH SERIOUS ILLNESS (RENEWAL 2017).$10,000
NONPROFIT NEW YORK (FORMERLY NPCC)
320 EAST 43RD STREET 3RD FLOORNEW YORKNY10017N/APC2019 GENERAL GRANT$2,000
PHILANTHROPY NEW YORK
1500 BROADWAY 7TH FLOORNEW YORKNY10036N/APC2019 GENERAL GRANT$4,850
STANFORD UNIVERSITY
1215 WELCH RD MOD ASTANFORDCA94305N/APCIDENTIFYING POTENTIAL BARRIERS TO AND ENABLERS OF DEVELOPMENT OF ETHICAL MACHINE LEARNING FOR HEALTH CARE$255,101
STANFORD UNIVERSITY DEPT OF HEALTH RESEARCH & POLICY
150 GOVERNORS WALKSTANFORDCA94305N/APCETHICAL AND POLICY ISSUES FOR UNIVERSITY DATA SHARING IN THE AGE OF BIG DATA$129,797
TUFTS UNIVERSITY
574 BOSTON AVE CENTER FOR LEARNINGMEDFORDMA02155N/APCTHE MORAL RELEVANCE OF SOCIAL CONNECTEDNESS FOR ALLOCATION OF SCARCE HEALTH RESOURCES$87,503INNOVATION COLLABORATION
UNIVERSITY OF CALIFORNIA
132 CARL STREETSAN FRANCISCOCA94117N/APCAN ETHICAL APPROACH TO ROUTINE TRAGIC CHOICES: RADIOTHERAPY ALLOCATION IN RWANDA$93,070
UNIVERSITY OF COLORADO
13080 E 19TH AVENUEAURORACO80045N/APCA NOVEL METHODOLOGY TO EXPLORE BIOETHICS ISSUES IN PHYSICIAN AID-IN-DYING$118,580
UNIVERSITY OF DENVER
2255 E EVANS AVENUEDENVERCO80208N/APCEVALUATING & RETHINKING FINANCIAL RISK PROTECTION IN HEALTH CARE SYSTEMS: FRAMEWORK DEVELOPMENT & ANALYSIS OF CONTEMPORARY HEALTH INSURANCE OPTIONS$94,780
UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC
8208 W 101ST TEROVERLAND PARKKS66212N/APCREVIVE, REFUSE, REPEAT: INFORMED REFUSAL AND THE OPIOID CRISIS$55,096
UNIVERSITY OF MARYLAND BALTIMORE
500 W BALTIMORE STREETBALTIMOREMD212011786N/APCFORENSIC BIOBANKING$93,360
UNIVERSITY OF MASSACHUSETTS
311 ARNOLD HOUSE 715 NORTH PLEASANTAMHERSTMA01003N/APCEXPLORING SHARED DECISION-MAKING AS AN ETHICAL RESPONSE TO THE OPIOID EPIDEMIC$31,948STREET
UNIVERSITY OF MICHIGAN
1719 HERMITAGE ROADANN ARBORMI48104N/APCPUBLIC AND PATIENT PERSPECTIVES REGARDING THE ETHICS OF FUNDRAISING FROM PATIENTS$48,289
UNIVERSITY OF MICHIGAN
2800 PLYMOUTH ROAD BUILDING 14ANN ARBORMI48109N/APCTHE ETHICS OF ELECTRONIC FETAL MONITORING: THE INTERSECTION OF ETHICS, LAW, AND EVERYDAY MEDICAL PRACTICE$123,520CBSSM
UNIVERSITY OF PENNSYLVANIA
1426 BLOCKLEY HALL 423 GUARDIANPHILADELPHIAPA19104N/APCWHAT MAKES HEALTH CARE GATEKEEPING ETHICAL?$71,742DRIVE
UNIVERSITY OF PENNSYLVANIA
BLOCKLEY HALL 1410 423 GUARDIANPHILADELPHIAPA19104N/APCUNDERSTANDING KEY STAKEHOLDER ATTITUDES TOWARDS NOVEL METHODS OF REMOTELY MONITORING MEDICATION ADHERENCE AFTER TRANSPLANTATION$94,917DRIVE
UNIVERSITY OF PENNSYLVANIA
DEPT OF MEDICAL ETHICS HEALTHPHILADELPHIAPA19104N/APCGREENWALL FACULTY SCHOLARS LEADERSHIP TRAINING PROGRAM$134,825POLICY 423 GUARDIAN DR BH1413
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726N/APCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$136,552
WASHINGTON UNIVERSITY
600 SOUTH TAYLOR AVENUESAINT LOUISMO63110N/APCHELPING STATE MEDICAL BOARDS EFFECTIVELY PROTECT PATIENTS BY IDENTIFYING AND PROMULGATING PROMISING PRACTICES AND ESSENTIAL RESOURCES$135,752
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,037,076TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM 420HOUSTONTX77030N/APCRENEWAL OF PHILOSOPHICAL BIOETHICS SEMINAR SERIES (PHILOSOPHICAL BIOETHICS BOOTCAMP)$127,771
BROWN UNIVERSITY
10 JEFFERSON DRIVEEAST GREENWICHRI02818N/APCAN UPDATED EMPIRICALLY-INFORMED ETHICAL FRAMEWORK FOR CLINICAL RESEARCH INVOLVING PRISONERS$162,720
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVEPITTSBURGHPA15213N/APCTHE BASIC STRUCTURE MODEL OF RESEARCH STAKEHOLDER OBLIGATIONS$171,150
CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE
10900 EUCLID AVENUECLEVELANOH441064976N/APCA COLLABORATIVE ETHICAL APPROACH TO ADVANCING THE SCIENCE OF SYNTHETIC LIVING MODELS OF HUMAN BIOLOGY$37,822
DARTMOUTH COLLEGE
6036 THORNTON HALL DEPARTMENT OFHANOVERNH03755N/APCDECIDING FOR WOMEN: GENDER AND AUTHORITY IN ISLAMIC BIOMEDICAL ETHICS$197,541RELIGION 19 COLLEGE STREET
DUKE UNIVERSITY
108 SEELEY G MUDD BLDG DUKEDURHAMNC27710N/APCTOWARD EFFECTIVE COOPERATION BETWEEN CLINICAL AND OTHER COMMUNITY STAKEHOLDERS COMMITTED TO STEMMING THE OPIOID EPIDEMIC$110,472UNIVERSITY
FLORIDA STATE UNIVERSITY
526 BELLAMY BUILDING 113 COLLEGIATETALLAHASSEEFL32306N/APCTRACING THE SECOND WAVE OF INCLUSION: PREGNANT WOMEN AND BIOMEDICAL RESEARCH ETHICS$181,155LOOP
GEORGE MASON UNIVERSITY
INSTITUTE FOR PHILOSOPHY PUBLICFAIRFAXVA22030N/APCTHE ETHICS OF SEVERE BRAIN INJURY$104,201POLICY ROBINSON B459 4400 UNIVERSIT
GEORGIA STATE UNIVERSITY
PO BOX 4037ATLANTAGA303024037N/APCENGAGING DIVERSITY: PATHWAYS TO BIOETHICS FOR MINORITY STUDENTS$100,802
MACALESTER COLLEGE
PO BOX 7135DAVIDSONNC28035N/APCINTERNATIONAL MEDICAL GRADUATES AT THE CROSSROADS: ETHICS OF IMMIGRATION POLICY AND HEALTH CARE IN UNDERSERVED AREAS$36,165
MASSACHUSETTS GENERAL HOSPITAL DEPT OF RADIATION ONCOLOGY
55 FRUIT STREETBOSTONMA02114N/APCONCOLOGISTS VIEWS ON THE ETHICS OF PATIENT RECORDED VISITS$113,162
STANFORD UNIVERSITY
1215 WELCH RD MOD ASTANFORDCA94305N/APCIDENTIFYING POTENTIAL BARRIERS TO AND ENABLERS OF DEVELOPMENT OF ETHICAL MACHINE LEARNING FOR HEALTH CARE$45,506
STANFORD UNIVERSITY DEPT OF HEALTH RESEARCH & POLICY
150 GOVERNORS WALKSTANFORDCA94305N/APCETHICAL AND POLICY ISSUES FOR UNIVERSITY DATA SHARING IN THE AGE OF BIG DATA$133,772
UNIVERSITY OF CALIFORNIA
505 PARNASSUS AVENUE M-1180SAN FRANCISCOCA94143N/APCA BIOETHICAL FRAMEWORK TO INFORM USE OF NOVEL DRUGS, DEVICES, AND DIGITAL HEALTH TECHNOLOGIES APPROVED WITH INCOMPLETE EVIDENCE$280,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
4150 CLEMENT STREET 151RSAN FRANCISCOCA94121N/APCPREPARE-SURROGATES: DEVELOPING ADDITIONAL CONTENT TO THE EVIDENCED-BASED, PATIENT-FACING PREPARE FOR YOUR CARE ONLINE ADVANCE CARE PLANNING PROGRAM TO PREPARE SURROGATES FOR MEDICAL DECISION MAKING$250,000
UNIVERSITY OF CHICAGO
5841 S MARYLAND AVENUECHICAGOIL60637N/APCDISCRIMINATION, ACCOMMODATION & INCLUSION: EXAMINING MUSLIM CLINICIAN EXPERIENCES AND WORKPLACE POLICIES WITHIN ACADEMIC MEDICINE$197,441
UNIVERSITY OF COLORADO
13080 E 19TH AVENUEAURORACO80045N/APCA NOVEL METHODOLOGY TO EXPLORE BIOETHICS ISSUES IN PHYSICIAN AID-IN-DYING$182,677
UNIVERSITY OF DENVER
2255 E EVANS AVENUEDENVERCO80208N/APCEVALUATING AND RETHINKING FINANCIAL RISK PROTECTION IN HEALTH CARE SYSTEMS: FRAMEWORK DEVELOPMENT AND ANALYSIS OF CONTEMPORARY HEALTH INSURANCE OPTIONS$97,474
UNIVERSITY OF MARYLAND BALTIMORE
500 W BALTIMORE STREETBALTIMOREMD212011786N/APCFORENSIC BIOBANKING$96,012
UNIVERSITY OF PENNSYLVANIA
BLOCKLEY HALL 1410 423 GUARDIANPHILADELPHIAPA19104N/APCUNDERSTANDING KEY STAKEHOLDER ATTITUDES TOWARDS NOVEL METHODS OF REMOTELY MONITORING MEDICATION ADHERENCE AFTER TRANSPLANTATION$97,520DRIVE
UNIVERSITY OF PENNSYLVANIA
BLOCKLEY HALL 1410 423 GUARDIANPHILADELPHIAPA19104N/APCWHAT MAKES HEALTH CARE GATEKEEPING ETHICAL?$358,710DRIVE
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE PO BOX 359472SEATTLEWA981959472N/APCLATE CAREER PRACTITIONERS: BALANCING PATIENT SAFETY AND PHYSICIAN AUTONOMY$300,215
UNIVERSITY OF WISCONSIN FOUNDATION
21 NORTH PARK STREET SUITE 6401MADISONWI53726N/APCWHAT WE TALK ABOUT WHEN WE TALK ABOUT SURGERY: REDESIGNING THE CONCEPTUAL FRAMEWORK FOR PREOPERATIVE COMMUNICATION ABOUT SURGICAL INTERVENTION$200,219
WASHINGTON UNIVERSITY
600 SOUTH TAYLOR AVENUESAINT LOUISMO63110N/APCHELPING STATE MEDICAL BOARDS EFFECTIVELY PROTECT PATIENTS BY IDENTIFYING AND PROMULGATING PROMISING PRACTICES AND ESSENTIAL RESOURCES$111,258
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,693,765TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,357ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,529,640ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$946,117ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
GRANT REFUNDS01$29,020
CLASS ACTION SETTLEMENT01$1,608

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,511,742ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,511,742TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$14,808$0$14,808
AUDIT AND TAX PREPARATION FEES$45,730$0$45,730

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK COREALPHA BOND FUNDFMV$18,175,502$18,175,502
ISHARES SHORT-TEM CORPORATE BONDFMV$4,233,660$4,233,660
EATON VANCE INCOME FUND OF BOSTONFMV$4,737,946$4,737,946
FEDERATED HIGH YIELD BOND FUNDFMV$4,762,427$4,762,427
ISHARES S&P 500 INDEX FUNDFMV$25,386,221$25,386,221
MULTI-MANAGER U.S. SMALL CAP EQUITY FUNDFMV$5,786,400$5,786,400
MULTI-MANAGER U.S. DYNAMIC EQUITY FUNDFMV$6,918,279$6,918,279
DFA REAL ESTATE SECURITIES PORTFOLIOFMV$1,864,888$1,864,888
MULTI-MANAGER INTERNATIONAL EQUITY FUNDFMV$8,437,105$8,437,105
SSGA HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUNDFMV$8,212,747$8,212,747
SSGA EMERGING MARKET EQUITY INDEX FUNDFMV$2,716,655$2,716,655
DRA INTERNATIONAL REAL ESTATE SECURITIESFMV$1,819,212$1,819,212
HEDGE FUND MASTERS (STRATEGIC) LTDFMV$8,298,103$8,298,103

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemOFFICE FURNISHINGS, EQUIPMENT AND LEASEHOLD IMPROVEMENTSCategoryOrItemTxt
Cost Or Other Basis$115,190CostOrOtherBasisAmt
Accumulated Depreciation$105,911AccumulatedDepreciationAmt
Book Value$9,279BookValueAmt
EOYFMV$9,279EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$13,384LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,384DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$29,415$29,415$29,415
PREPAID FEDERAL EXCISE TAX$23,519$7,327$7,327

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPROVISION FOR DEFERRED FEDERAL EXCISE TAXDesc
Amt$190,325Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$10,472$4,721$5,751
FACULTY SCHOLARS PROGRAM$6,885$0$6,885
FILING FEES$1,510$0$1,510
OTHER OFFICE EXPENSE$60,009$0$60,009

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT REFUNDS$29,020$29,020
CLASS ACTION SETTLEMENT$1,608$1,608$1,608

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN ON INVESTMENTSDesc
Amt$14,314,897Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED RENT LIABILITY$36,619$38,466
DEFERRED EXCISE TAX$27,115$217,440

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADP - PAYROLL FEE$2,958$0$2,958
ADVISORY FEES$355,633$355,633$0
COMMUNICATIONS CONSULTING FEES$30,993$0$30,993
IT CONSULTING FEES$13,600$0$13,600
PEO CONSULTING FEES$12,500$0$12,500
BOARD SERVICES FEES$75,000$0$75,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$61,192Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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