THE WALLACE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE WALLACE FOUNDATION (EIN 13-6183757)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349107905
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:13:09+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136183757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 2122519700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Broadway 49 Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ingrid Rasmussen | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2122519751 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evan W Seekamp | PreparerPersonNm |
| PTIN | P10907071 | PTIN |
| Phone | 6314256023 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,756,582,199 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $2,383,973 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,383,973 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,326,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,326,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,350,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $693,938,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,447,648 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $17,083 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,729,091 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $124,078,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,886,990 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,462,131 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,389,311 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,057,887 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,879,956 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,285,486 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,561,353 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,410,989 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $535,254 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,854,343 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $206,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $33,405 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $113,789 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $188,917 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $93,419 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,938 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,563,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,226,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,282,725 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,692,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $683,246 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $594,307 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,833,661 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $175,975 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,852,852 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $656,495 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $103,892 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $550,077 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $57,887 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,124 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $56,618 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,080,935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,084 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $982,721 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,627,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,615,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,316,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,321,994 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,577,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,949,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,615,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,894,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,128,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,271,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,369,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,166,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,166,672 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable EOY | $162,146 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $162,146 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $385,711 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $496,896 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $496,896 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $22,884,195 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,045,068 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,045,068 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $71,267,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,331,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,331,740 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $146,689,417 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $143,430,385 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $143,430,385 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,395,114,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,453,046,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,453,046,844 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,200,517 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,013,387 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,725,351 | LandBOYAmt |
| Land EOY | $6,187,130 | LandEOYAmt |
| Land EOYFMV | $6,187,130 | LandEOYFMVAmt |
| Other Assets BOY | $17,618,082 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,715,318 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,715,318 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,706,055,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,756,582,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,756,582,199 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,054,924 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,268,541 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,955,155 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,891,248 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $23,376,260 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,175,716 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,386,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,335,505 | TotalLiabilitiesEOYAmt |
| No Donor Rstr Net Assests BOY | $1,674,668,753 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,726,246,694 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,674,668,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,246,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,706,055,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,756,582,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,674,668,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,128,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,449,642 | OtherIncreasesAmt |
| Subtotal | $1,726,246,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,246,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $455,025,012 | $437,414,907 | $17,610,105 | $0 | $17,610,105 |
| Liquidated Partnerships | P | $9,666 | $8,311 | $1,355 | $0 | $1,355 |
| Foreign Corporations | P | $87,552,242 | $60,956,757 | $26,595,485 | $0 | $26,595,485 |
| Partnerships and Alternative Investments | P | $98,577,356 | $49,288,678 | $49,288,678 | $0 | $49,288,678 |
| Net Capital losses on Foreign exchange contracts | P | $47,975 | -$47,975 | $0 | -$47,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,447,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,365,979 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,365,979 | SubtotalAmt |
| Tax Based On Investment Income | $1,365,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,011,130 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,211,130 | TotalPaymentsAndCreditsAmt |
| Tax Due | $154,849 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.wallacefoundation.org | WebsiteAddressTxt |
| Individual With Books | Ingrid Rasmussen CFO | IndividualWithBooksNm |
| Phone | 2122519700 | PhoneNum |
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | BD | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| William I Miller | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | President & Director | 50.00 | $999,548 | $173,051 |
| Stacy J Martin | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CFO & Treasurer (end 8/30/2024) | 50.00 | $316,523 | $59,498 |
| Thomas Lenehan | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CIO & Assistant Treasurer | 50.00 | $1,292,290 | $170,109 |
| Talia Shaull | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CHRO | 50.00 | $366,231 | $95,955 |
| Jennifer Maimone-Medwick | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | General Counsel & Corporate Secretary (start 6/10/2024) | 50.00 | $216,731 | $10,023 |
| Ingrid Rasmussen | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CFO & Treasurer (start 9/2/2024) | 50.00 | $157,000 | $921 |
| Geraldine Sutera | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Legal/HR Assoc. & Asst Corp Secretary | 40.00 | $97,057 | $54,843 |
| Anne Dinneen | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Richard L Kauffman | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Kimberly Nelson | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Kent McGuire | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Jorge Ruiz de Velasco | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Amor Towles | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Kelly Ungeman | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Kevin Young | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Daniel Weiss | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
| Mary Beth West | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.00 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Signe Conway | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Sr Officer - Invest | 50.00 | $418,757 | $68,726 |
| Bronwyn Bevan | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP - Research | 50.00 | $385,983 | $81,005 |
| Joyce Zhang | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Sr Officer - Invest | 50.00 | $368,952 | $93,541 |
| Robin Harris | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP - Communications | 50.00 | $351,480 | $69,185 |
| Giselle Antoni | |||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP-Youth Development | 50.00 | $345,218 | $93,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 40 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Hatcher Group | |||||
| 4340 East West Highway Suite 912 | Bethesda | MD | 20814 | Communication Consulting Services | $871,917 |
| Community Wealth Partners Inc | |||||
| 1030 15th Street NW Suite 1050 | Washington | DC | 20005 | Learning & Enrichment Consulting Services | $767,086 |
| Spencer Stuart | |||||
| PO Box 98991 | Chicago | IL | 60693 | Human Resources Consulting Services | $414,700 |
| Mathematica Policy Research Inc | |||||
| 600 Alexander Park | Princeton | NY | 08540 | Research and Consulting Services | $385,999 |
| Acronym Media Inc | |||||
| 350 5th Ave Suite 6520 | New York | NY | 10118 | Communication Consulting Services | $365,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 35 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECHNICAL 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. | Description1Txt |
| Expenses1 | $2,491,276 | Expenses1Amt |
| Description2 | DISSEMINATION: 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 | $1,852,441 | Expenses2Amt |
| Description3 | RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field. | Description3Txt |
| Expenses3 | $1,451,718 | Expenses3Amt |
| Description4 | POLICY: 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 | $709,169 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,660,210,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,622,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $913,881 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,718,746,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,718,746,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,781,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,692,965,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,648,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,648,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,365,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,365,979 | TotalTaxAmt |
| Distributable Before Adj | $83,282,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $209,199 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,491,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,491,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,894,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $78,894,071 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,491,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,553,797 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,894,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,553,797 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,340,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $27,151,234 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (318 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Trustees of the University of Pennsylvania | ||||||||||||
| 3451 Walnut St 5th Fl Franklin Bd | Philadelphia | PA | 191046205 | PC | To manage a professional learning community for school leaders participating in Wallace's ECPI. | $277,500 | ||||||
| American Association of Colleges for Teacher Education | ||||||||||||
| 1602 L Street NW Ste 601 | Washington | DC | 20036 | PC | To serve as a Wallace communications partner. | $75,000 | ||||||
| Robin Merger Corporation Inc | ||||||||||||
| 2800 Shirlington Blvd Ste 1001 | Arlington | VA | 22206 | PC | To support the Association for Supervision and Curriculum Development's work as a Wallace communications partner. | $62,500 | ||||||
| The Laundromat Project Inc | ||||||||||||
| 1476 Fulton St | Brooklyn | NY | 11216 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $22,150 | ||||||
| World Arts West | ||||||||||||
| 1446 Market St | San Francisco | CA | 94102 | PC | To learn more about dance groups rooted in communities of colors and how organizations such as World Arts West could better support such groups. | $125,250 | ||||||
| Vanderbilt University | ||||||||||||
| Sponsored Programs Administration | Nashville | TN | 372407749 | PC | To study the work of districts participating in Wallace's Principal Pipeline Learning Community. | $165,440 | ||||||
| Vanderbilt University | ||||||||||||
| Sponsored Programs Administration | Nashville | TN | 372407749 | PC | To support a study of how principals learn on the job. | $6,964 | ||||||
| North Carolina State University | ||||||||||||
| 203 Peele Hall Campus Box 7103 | Raleigh | NC | 27695 | GOV | To develop a tool to help equitably recruit and prepare teachers to enter principal pipelines. | $549,730 | ||||||
| RAND Corporation | ||||||||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 904072138 | PC | To review literature on arts and youth well-being. | $190,094 | ||||||
| Movement Strategy Center | ||||||||||||
| 436 14th St Ste 425 | Oakland | CA | 94612 | PC | To investigate and document the ecosystem of Black artists, creatives, and cultural entrepreneurs in Memphis. | $106,732 | ||||||
| Afterschool Alliance | ||||||||||||
| 1101 14th Street NW Ste 700 | Washington | DC | 20005 | PC | To produce survey-based report on summer learning and other products that assist the out-of-school-time field. | $500,000 | ||||||
| Afterschool Alliance | ||||||||||||
| 1101 14th Street NW Ste 700 | Washington | DC | 20005 | PC | To serve as a Wallace communications partner. | $175,000 | ||||||
| American Association of School Administrators Inc | ||||||||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To serve as a Wallace communications partner. | $175,000 | ||||||
| National Association of Secondary School Principals | ||||||||||||
| 1904 Association Dr | Reston | VA | 201911537 | PC | To serve as a Wallace communications partner. | $175,000 | ||||||
| Robin Merger Corporation Inc | ||||||||||||
| 2800 Shirlington Blvd Ste 1001 | Arlington | VA | 22206 | PC | To support the Association for Supervision and Curriculum Development's work as a Wallace communications partner. | $62,500 | ||||||
| Education Development Center Inc | ||||||||||||
| 300 Fifth Ave Ste 2010 | Waltham | MA | 02451 | PC | To help develop a rural-district learning community for education leadership programs at the State University of New York. | $160,000 | ||||||
| Federation of American Scientists | ||||||||||||
| 1150 18th Street NW Suit 425 | Washington | DC | 20036 | PC | To support the Alliance for Learning Innovation's state and local task force. | $250,000 | ||||||
| Cave Canem Foundation Inc | ||||||||||||
| 20 Jay St Ste 310-A | Brooklyn | NY | 11201 | PC | To investigate the needs of Black literary arts service organizations and strategies that help such organizations thrive. | $60,000 | ||||||
| Arab Community Center for Economic & Social Services | ||||||||||||
| 2651 Saulino Ct | Dearborn | MI | 48120 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $14,250 | ||||||
| 1Hood Media Academy | ||||||||||||
| 460 Melwood Ave Ste 207 | Pittsburgh | PA | 15213 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $22,250 | ||||||
| 1Hood Media Academy | ||||||||||||
| 460 Melwood Ave Ste 207 | Pittsburgh | PA | 15213 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $2,750 | ||||||
| South Asian American Digital Archive NFP | ||||||||||||
| 1650 Arch St Ste 2130 | Philadelphia | PA | 191032029 | PC | To help document the resources arts organizations of color need to preserve, and share their histories. | $65,907 | ||||||
| Research for Action Inc | ||||||||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To help spread findings from the organization's research into Wallace's Youth Arts Initiative. | $30,683 | ||||||
| First Peoples Fund | ||||||||||||
| PO Box 2977 | Rapid City | SD | 577092977 | PC | To identify measures for arts participation that correspond to Native populations' understanding and experience of art. | $152,409 | ||||||
| Thomas B Fordham Institute | ||||||||||||
| 1015 18th Street NW Ste 902 | Washington | DC | 20036 | PC | To support the institute's study on school board leadership and partisanship. | $38,324 | ||||||
| University of Delaware | ||||||||||||
| 220 Hullihen Hall | Newark | DE | 19716 | PC | To explore whether and how Wallace's audiences use research the foundation supports. | $264,107 | ||||||
| Board of Regents of the University of Wisconsin System | ||||||||||||
| 702 W Johnson St Ste 1101 | Madison | WI | 537151007 | GOV | To study the work of districts participating in Wallace's ECPI. | $2,252,202 | ||||||
| New York University | ||||||||||||
| 50 W Fourth St 10 Lincoln Center Pl | New York | NY | 10012 | PC | To update The Cost of Quality Out-of-School-Time Programs and that report's online cost calculator. | $77,842 | aza | |||||
| New York University | ||||||||||||
| 50 W Fourth St 10 Lincoln Center Pl | New York | NY | 10012 | PC | To update The Cost of Quality Out-of-School-Time Programs and that report's online cost calculator. | $363,789 | aza | |||||
| STEM Next Opportunity Fund | ||||||||||||
| 2305 Historic Decatur Rd Ste 100 | San Diego | CA | 92106 | PC | To support fellowships to spread expertise about out-of-school-time programs and STEM education. | $400,000 | ||||||
| National Association of State Boards of Education | ||||||||||||
| 123 North Pitt St Ste 350 | Alexandria | VA | 22314 | PC | To serve as a Wallace communications partner. | $150,000 | ||||||
| National Association of Elementary School Principals | ||||||||||||
| 1615 Duke Street | Alexandria | VA | 223143483 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| Council of Chief State School Officers | ||||||||||||
| One Massachusetts Ave NW Ste 800 | Washington | DC | 200011431 | PC | To serve as a Wallace communications partner. | $150,000 | ||||||
| National Conference of State Legislatures | ||||||||||||
| 7700 E First Pl | Denver | CO | 80230 | GOV | To serve as a Wallace communications partner. | $150,000 | ||||||
| SUNY Impact Foundation Inc | ||||||||||||
| 116 East 55th Street | New York | NY | 10022 | PC | To participate in Wallace's Rural District Learning Community. | $200,000 | ||||||
| Clemmons Family Farm Inc | ||||||||||||
| PO Box 546 | Charlotte | VT | 05445 | PC | To investigate the role of nonprofits led by Black women in cross-sectoral collaborations to improve outcomes for Black artists. | $206,000 | ||||||
| National Policy Board for Educational Administration | ||||||||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To test the organization's field guide. | $151,330 | ||||||
| Pregones Puerto Rican Traveling Theater Inc | ||||||||||||
| 571-575 Walton Ave | Bronx | NY | 10451 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $25,000 | ||||||
| Vanderbilt University | ||||||||||||
| Sponsored Programs Administration | Nashville | TN | 372407749 | PC | To support a conference on teaching and school leadership. | $20,000 | ||||||
| Emerson College | ||||||||||||
| 120 Boylston Street | Boston | MA | 02116 | PC | To study frameworks used to archive Latin American theater in the U.S. and propose new methods to preserve its history. | $165,377 | ||||||
| Museo de Arte Contemporaneo de Puerto Rico Inc | ||||||||||||
| PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $668,487 | Avenida Ponce de Len Pda 18 1220 | San Juan | PR | RQ | 00909 | |||||
| Cave Canem Foundation Inc | ||||||||||||
| 20 Jay St Ste 310-A | Brooklyn | NY | 11201 | PC | To investigate the needs of Black literary arts service organizations and strategies that help such organizations thrive. | $133,983 | ||||||
| President and Fellows of Harvard College | ||||||||||||
| Office of the President Massachuse | Cambridge | MA | 02138 | PC | To help fund a randomized controlled trial of social-emotional learning practices in federally funded afterschool programs in Nebraska. | $300,000 | ||||||
| Learning Policy Institute | ||||||||||||
| 1530 Page Mill Rd Ste 200 | Palo Alto | CA | 943041140 | PC | To commission a think piece exploring links among chronic student absenteeism, teacher workforces, and school leaders. | $150,000 | ||||||
| Learning Policy Institute | ||||||||||||
| 1530 Page Mill Rd Ste 200 | Palo Alto | CA | 943041140 | PC | To study the professional-development needs and experiences of principals. | $653,372 | ||||||
| Theater Mu Inc | ||||||||||||
| 755 Prior Ave N Ste 107 | Saint Paul | MN | 55104 | PC | To participate in Wallace's Advancing Well-Being in the Arts Initiative. | $25,000 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To evaluate a toolkit school districts can use to encourage men of color to enter and remain in the principal pipeline. | $24,481 | ||||||
| The Regents of the University of California at Irvine | ||||||||||||
| Office of Research 141 Innovation | Irvine | CA | 926977600 | PC | To study the long-term effects of out-of-school arts education programs serving young people from marginalized communities. | $820,462 | ||||||
| Social Science Research Council | ||||||||||||
| One Pierrepont Plaza | Brooklyn | NY | 11201 | PC | To match research fellows with organizations participating in Wallace's Advancing Well-Being in the Arts initiative and to support their work. | $778,026 | ||||||
| The University of Texas at Austin | ||||||||||||
| Office of Sponsored Projects 110 In | Austin | TX | 78712 | PC | To study the work of districts participating in Wallace's ECPI. | $518,010 | ner Campus Dr Stop K5300 | |||||
| Mosaic America | ||||||||||||
| 19143 Harleigh Dr | Saratoga | CA | 95070 | PC | To survey and map artists and culture bearers of color in Santa Clara, San Francisco, and San Mateo Counties. | $266,866 | ||||||
| Northwestern University | ||||||||||||
| 633 Clark Street | Evanston | IL | 602081103 | PC | To help explore barriers to emloyment for people of color in media in the Midwest. | $127,067 | ||||||
| The University of Texas at Austin | ||||||||||||
| Office of Sponsored Projects 110 In | Austin | TX | 78712 | PC | To study work done in Wallace's Building Audiences for Sustainability initiative. | $174,912 | ner Campus Dr Stop K5300 | |||||
| TERC Inc | ||||||||||||
| 2067 Massachusetts Avenue | Cambridge | MA | 02140 | PC | To explore ways in which youth-centered dance organizations can influence their communities. | $134,000 | ||||||
| New Visions for Public Schools | ||||||||||||
| 205 East 42nd St | New York | NY | 10017 | PC | For general operating support, in honor of a retiring Wallace employee. | $3,000 | ||||||
| National AfterSchool Association | ||||||||||||
| 2961A Hunter Mill Rd 626 | Oakton | VA | 22124 | PC | To help spread lessons from a study on the costs of out-of-school-time programs. | $100,000 | ||||||
| San Diego State University Foundation | ||||||||||||
| 5250 Campanile Drive | San Diego | CA | 92182 | PC | To manage a learning community for faculty members participating in Wallace's ECPI. | $250,000 | ||||||
| The New-York Historical Society | ||||||||||||
| 170 Central Park West | New York | NY | 100245194 | PC | To help make the Wallace-Reader's Digest archives accessible online. | $25,000 | ||||||
| Arizona State University | ||||||||||||
| 1151 S Forest Ave PO Box 872002 | Tempe | AZ | 85281 | GOV | To study the landscape of arts organizations serving communities of color in the Southwest. | $211,130 | ||||||
| President and Fellows of Harvard College | ||||||||||||
| Office of the President Massachuse | Cambridge | MA | 02138 | PC | To support the Institute for Success Planning at Harvard's University Graduate School of Education. | $250,000 | ||||||
| President and Fellows of Harvard College | ||||||||||||
| Office of the President Massachuse | Cambridge | MA | 02138 | PC | To study the effects of gentrification on youth workers and young people of color attending out-of-school time programs. | $34,878 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To study how Texas school districts incorporate evidence-based strategies into summer learning programs. | $200,233 | ||||||
| Community Partners | ||||||||||||
| 1000 N Alameda St Ste 240 | Los Angeles | CA | 900121804 | PC | To help develop a proposal to study how public and private spaces contribute to creativity and well-being in Los Angeles. | $50,000 | ||||||
| Centro de Economia Creativa Inc | ||||||||||||
| PO Box 13041 | San Juan | PR | 00908 | PC | To study the management practices and business models of Puerto Rican arts groups. | $114,000 | ||||||
| The Center for Cultural Power | ||||||||||||
| 2648 International Blvd Ste 115 1 | Oakland | CA | 94601 | PC | To study approaches to support artists of color working to promote social justice. | $200,000 | ||||||
| Afterschool Alliance | ||||||||||||
| 1101 14th Street NW Ste 700 | Washington | DC | 20005 | PC | To help spread lessons from a study on the costs of out-of-school-time programs. | $100,000 | ||||||
| The Leadership Academy Inc | ||||||||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | To support districts participating in Wallace's ECPI. | $20,000 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To study the costs and revenues of high-quality afterschool and summer programs. | $300,830 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To help explore options for new Wallace initiatives focused on out-of-school-time programs. | $323,793 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To help explore options for new Wallace initiatives focused on out-of-school-time programs. | $27,000 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To help explore options for new Wallace initiatives focused on out-of-school-time programs. | $9,910 | ||||||
| Center for Disaster Philanthropy Inc | ||||||||||||
| One Thomas Circle NW Ste 700 | Washington | DC | 20005 | PC | To support humanitarian aid efforts in the wake of Hurricane Helene. | $250,000 | ||||||
| Center for Disaster Philanthropy Inc | ||||||||||||
| One Thomas Circle NW Ste 700 | Washington | DC | 20005 | PC | To support humanitarian aid efforts in the wake of Hurricane Milton. | $150,000 | ||||||
| Collaborative for Academic Social and Emotional Learning | ||||||||||||
| 815 W Van Buren St Ste 210 | Chicago | IL | 606073567 | PC | To sponsor the organization's Social and Emotional Learning Exchange. | $5,000 | ||||||
| ExpandED Schools Inc | ||||||||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To sponsor Every Hour Counts' 2025 national conference. | $100,000 | ||||||
| RAND Corporation | ||||||||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 904072138 | PC | To study work done in Wallace's Partnerships for Social and Emotional Learning Initiative. | $562,000 | ||||||
| MCEL United INC | ||||||||||||
| PO Box 1671 | Riverview | FL | 33568 | PC | To support the Leaders Developing Leaders conference and a professional learning community of educators working to improve school leadership | $250,000 | ||||||
| Morehouse College Inc | ||||||||||||
| 830 Westview Drive SW | Atlanta | GA | 30314 | PC | To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. | $174,000 | ||||||
| Morehouse College Inc | ||||||||||||
| 830 Westview Drive SW | Atlanta | GA | 30314 | PC | To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. | $15,000 | ||||||
| The Regents of The University of Colorado | ||||||||||||
| 1800 Grant St Suite 600 | Denver | CO | 80203 | PC | To study and coordinate the use of research among districts participating in Wallace's ECPI. | $638,232 | ||||||
| Family Health International | ||||||||||||
| 359 Blackwell St Ste 200 | Durham | NC | 27701 | PC | To support Wallace's District Summer Learning Network. | $850,442 | ||||||
| Learning Policy Institute | ||||||||||||
| 1530 Page Mill Rd Ste 200 | Palo Alto | CA | 943041140 | PC | To support the organization's Whole Child Policy Table. | $200,000 | ||||||
| Arts Administrators of Color Network | ||||||||||||
| 1001 3rd St SW | Washington | DC | 20024 | PC | To explore the aspirations, needs, and perspectives of arts administrators and artists of color. | $108,750 | ||||||
| Full Spectrum Features NFP | ||||||||||||
| 1517 W Fullerton Avenue | Chicago | IL | 60614 | PC | To develop a research proposal exploring how storytelling can contribute to social change. | $50,000 | ||||||
| Community Resource Exchange | ||||||||||||
| 228 Park Ave S PMB 78695 | New York | NY | 100031502 | PC | To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. | $112,500 | ||||||
| University of Pittsburgh | ||||||||||||
| 116 Atwood St Ste 201 | Pittsburgh | PA | 15260 | PC | To study ways in which community-based programs use the arts to support the well-being of youth. | $171,466 | ||||||
| National Center for Grow Your Own | ||||||||||||
| 460 Parkview Drive | Plymouth | MI | 48170 | PC | To support districts participating in Wallace's ECPI and their partners. | $20,000 | ||||||
| The Hudson Guild | ||||||||||||
| 441 West 26th Street | New York | NY | 10001 | PC | For general operating support, in honor of a retiring Wallace employee. | $4,000 | ||||||
| Long Island University | ||||||||||||
| 700 Northern Blvd | Brookville | NY | 115481319 | PC | For general operating support, in honor of a retiring Wallace employee. | $3,000 | ||||||
| Society for Research in Child Development Inc | ||||||||||||
| 1825 K St NW Ste 325 | Washington | DC | 20006 | PC | To help the organization expand and deepen its equity efforts. | $60,000 | ||||||
| Editorial Projects in Education Inc | ||||||||||||
| 6395 Arlington Rd Ste100 | Bethesda | MD | 20814 | PC | To support Education Week. | $650,000 | ||||||
| National Association of Latino Arts and Culture | ||||||||||||
| 1208 Buena Vista St | San Antonio | TX | 78207 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $3,000,000 | ||||||
| Alternate ROOTS Inc | ||||||||||||
| 1270 Caroline Street Box D120-353 | Atlanta | GA | 30307 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $3,000,000 | ||||||
| Poquoson City Public Schools | ||||||||||||
| 500 City Hall Avenue Suite 219 | Poquoson | VA | 23662 | GOV | To participate in Wallace's Rural District Learning Community. | $50,000 | ||||||
| Independent Sector | ||||||||||||
| 1602 L Street NW Ste 900 | Washington | DC | 20036 | PC | To support a meeting of funders to update the organization's Principles for Good Governance and Ethical Practice. | $250,000 | ||||||
| National League of Cities Institute Inc | ||||||||||||
| 660 N Capitol St NW Ste 450 | Washington | DC | 20001 | PC | To serve as a Wallace communications partner. | $75,000 | ||||||
| First Peoples Fund | ||||||||||||
| PO Box 2977 | Rapid City | SD | 577092977 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $3,000,000 | ||||||
| Isle of Wight County Schools | ||||||||||||
| 820 W Main Street | Smithfield | VA | 23430 | GOV | To participate in Wallace's Rural District Learning Community. | $50,000 | ||||||
| Franklin City Public Schools | ||||||||||||
| 207 West 2nd Avenue | Franklin | VA | 23851 | GOV | To participate in Wallace's Rural District Learning Community. | $50,000 | ||||||
| ExpandED Schools Inc | ||||||||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To support Every Hour Counts' work as a Wallace communications partner. | $150,000 | ||||||
| The Union for Contemporary Art Inc | ||||||||||||
| 2423 N 24th St | Omaha | NE | 68110 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $25,000 | ||||||
| National Summer Learning Association Inc | ||||||||||||
| 1701 Pennsylvania Ave NW Ste 200 | Washington | MD | 20006 | PC | To serve as a Wallace communications partner. | $150,000 | ||||||
| National AfterSchool Association | ||||||||||||
| 2961A Hunter Mill Rd 626 | Oakton | VA | 22124 | PC | To serve as a Wallace communications partner. | $175,000 | ||||||
| Education Resource Strategies Inc | ||||||||||||
| 480 Pleasant Street Suite C-200 | Watertown | MA | 02472 | PC | To support districts participating in Wallace's ECPI. | $200,000 | ||||||
| The Philadelphia Dance Company | ||||||||||||
| 9 North Preston Street | Philadelphia | PA | 191042210 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $400,000 | ||||||
| The Philadelphia Dance Company | ||||||||||||
| 9 North Preston Street | Philadelphia | PA | 191042210 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $25,000 | ||||||
| Chiefs for Change Inc | ||||||||||||
| 1455 Pennsylvania Avenue NW Suite | Washington | DC | 20004 | PC | To support districts participating in Wallace's ECPI. | $125,000 | ||||||
| Grantmakers for Education | ||||||||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | To sponsor the organization's annual conference. | $15,000 | ||||||
| The Aspen Institute Inc | ||||||||||||
| 2300 N Street NW Ste 700 | Washington | DC | 200371122 | PC | To support districts participating in Wallace's ECPI. | $800,000 | ||||||
| Child Trends Incorporated | ||||||||||||
| 12300 Twinbrook Parkway Suite 235 | Rockville | MD | 20852 | PC | To identify current approaches to documenting and measuring impacts of out-of-school-time programs. | $40,000 | ||||||
| National Arts Strategies Inc | ||||||||||||
| 1330 Braddock Pl Ste 230 | Alexandria | VA | 22314 | PC | To organize and run learning community meetings for Wallace's Advancing Well-Being in the Arts initiative | $542,504 | ||||||
| Grantmakers for Education | ||||||||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | To maintain a network in which out-of-school-time programs can share experiences, lessons and trends from their work. | $35,000 | ||||||
| Afro-American Cultural Center Inc dba Harvey B Gantt Center for African- | ||||||||||||
| 551 S Tryon St | Charlotte | NC | 28202 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $628,000 | ||||||
| Afro-American Cultural Center Inc dba Harvey B Gantt Center for African- | ||||||||||||
| 551 S Tryon St | Charlotte | NC | 28202 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $23,000 | ||||||
| SOA Village Housing | ||||||||||||
| 490 Lake Park Avenue 16242 | Oakland | CA | 94610 | PC | To explore the role the arts play in the establishment of Black cultural institutions, networks, and spaces. | $131,147 | ||||||
| Afterschool Alliance | ||||||||||||
| 1101 14th Street NW Ste 700 | Washington | DC | 20005 | PC | To support the America After 3PM survey. | $350,000 | ||||||
| Chicago Sinfonietta Inc | ||||||||||||
| 70 E Lake Street Ste 226 | Chicago | IL | 60601 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $25,000 | ||||||
| Ragamala Dance | ||||||||||||
| 3754 Pleasant Ave Ste 422W | Minneapolis | MN | 55409 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $25,000 | ||||||
| DanceUSA | ||||||||||||
| PO Box 420027 | Washington | DC | 200420027 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| Learning Forward | ||||||||||||
| 800 E Campbell Rd Ste 224 | Richardson | TX | 75081 | PC | To serve as a Wallace communications partner. | $175,000 | ||||||
| The University Council for Educational Administration Inc | ||||||||||||
| 620 Farm Ln 431 Erickerson Hall | East Lansing | VA | 48824 | PC | To serve as a Wallace communications partner. | $150,000 | ||||||
| Children's Funding Project | ||||||||||||
| 1717 Pennsylvania Ave NW Ste 102 | Washington | DC | 20006 | PC | To help the out-of-school-time sector prepare to advocate for funding from settlements from lawsuits that accuse social-media giants of harming young people. | $115,000 | ||||||
| The Leadership Academy Inc | ||||||||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | To support Wallace's ECPI. | $150,000 | ||||||
| Research for Action Inc | ||||||||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To study how cities used out-of-school-time efforts to support young people and communities during the Covid-19 pandemic. | $106,000 | ||||||
| The Education Trust Inc | ||||||||||||
| 1501 K St NW Ste 200 | Washington | DC | 20005 | PC | To serve as a Wallace communications partner. | $175,000 | ||||||
| American Association of Museums dba American Alliance of Museums | ||||||||||||
| 2451 Crystal Dr Ste 1005 | Arlington | VA | 22202 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| Association of Arts Administration Educators Inc | ||||||||||||
| PO Box 25094 | Providence | RI | 02905 | PC | To serve as a Wallace communications partner. | $25,000 | ||||||
| Association of Performing Arts Professionals Inc | ||||||||||||
| 919 Eighteenth St NW Ste 650 | Washington | DC | 20006 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| Chamber Music America Inc | ||||||||||||
| 12 W 32nd St 7th Fl | New York | NY | 10001 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| American Symphony Orchestra League | ||||||||||||
| 520 8th Ave Ste 2005 | New York | NY | 10018 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| Opera America Inc | ||||||||||||
| 330 Seventh Ave 8th Fl | New York | NY | 10001 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| Theatre Communications Group Inc | ||||||||||||
| 520 Eighth Ave 24th Fl | New York | NY | 100184156 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| National Governors Association Center for Best Practices | ||||||||||||
| Hall of the States 444 North Capit | Washington | DC | 200011512 | PC | To serve as a Wallace communications partner. | $100,000 | ||||||
| American Symphony Orchestra League | ||||||||||||
| 520 8th Ave Ste 2005 | New York | NY | 10018 | PC | To help develop data systems that can ensure that small, medium, and rural orchestras are included in the League's analyses. | $60,000 | ||||||
| Board of Education of Jefferson County Kentucky | ||||||||||||
| VanHoose Education Center 3332 New | Louisville | KY | 402182414 | GOV | To participate in Wallace's ECPI. | $1,345,000 | ||||||
| The Rector and Visitors of the University of Virginia | ||||||||||||
| Office of the President PO Box 4002 | Charlottesville | VA | 229044224 | GOV | To fund a study examining equity in school district-run out-of-school-time programs. | $55,739 | 24 | |||||
| American Association of School Administrators Inc | ||||||||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To support districts participating in Wallace's ECPI. | $100,000 | ||||||
| Fund for Educational Excellence Inc | ||||||||||||
| 800 N Charles St Ste 400 | Baltimore | MD | 21201 | PC | To support the participation of Baltimore City Public Schools in Wallace's ECPI. | $1,235,000 | ||||||
| Fund for Educational Excellence Inc | ||||||||||||
| 800 N Charles St Ste 400 | Baltimore | MD | 21201 | PC | To support the participation of Baltimore City Public Schools in Wallace's ECPI. | $110,000 | ||||||
| Fresno Unified School District | ||||||||||||
| 2309 Tulare St | Fresno | CA | 93721 | GOV | To participate in Wallace's ECPI. | $1,345,000 | ||||||
| School District No 1J Multnomah County Oregon | ||||||||||||
| 501 N Dixon St | Portland | OR | 97227 | GOV | To participate in Wallace's ECPI. | $1,345,000 | ||||||
| National Summer Learning Association Inc | ||||||||||||
| 1701 Pennsylvania Ave NW Ste 200 | Washington | MD | 20006 | PC | To help the organization develop a multi-year strategic plan | $150,000 | ||||||
| DonorsChoose Org | ||||||||||||
| 134 West 37th St Fl 11 | New York | NY | 10018 | PC | For general operating support. | $1,620 | ||||||
| National Association of State Boards of Education | ||||||||||||
| 123 North Pitt St Ste 350 | Alexandria | VA | 22314 | PC | To support a conference for new members of state boards of education. | $2,000 | ||||||
| Columbus City Schools | ||||||||||||
| 270 E State St | Columbus | OH | 43215 | GOV | To participate in Wallace's ECPI. | $1,345,000 | ||||||
| DC Public Education Fund | ||||||||||||
| 3407 14th St NW | Washington | DC | 20010 | PC | For D.C. Public Schools to participate in Wallace's ECPI. | $1,345,000 | ||||||
| San Antonio Independent School District | ||||||||||||
| 514 W Quincy St | San Antonio | TX | 78212 | GOV | To participate in Wallace's ECPI. | $1,345,000 | ||||||
| Winston Salem Forsyth County | ||||||||||||
| PO Box 2513 | Winston Salem | NC | 27102 | GOV | To participate in Wallace's ECPI. | $1,345,000 | ||||||
| Theater Mu Inc | ||||||||||||
| 755 Prior Ave N Ste 107 | Saint Paul | MN | 55104 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $222,000 | ||||||
| Young Audiences Inc | ||||||||||||
| 171 Madison Ave Ste 200 | New York | NY | 10016 | PC | For general operating support. | $2,640 | ||||||
| Boys & Girls Clubs of America | ||||||||||||
| 1275 Peachtree St NE | Atlanta | GA | 303093506 | PC | For general operating support. | $1,740 | ||||||
| Pillsbury United Communities Inc dba Pillsbury House Theatre | ||||||||||||
| 3501 Chicago Avenue South | Minneapolis | MN | 55407 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $25,000 | ||||||
| The Aspen Institute Inc | ||||||||||||
| 2300 N Street NW Ste 700 | Washington | DC | 200371122 | PC | To support districts participating in Wallace's ECPI. | $325,000 | ||||||
| Arab Community Center for Economic & Social Services | ||||||||||||
| 2651 Saulino Ct | Dearborn | MI | 48120 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $569,000 | ||||||
| National Trust for Local News | ||||||||||||
| 750 W Hampden Ave Ste 225 | Englewood | MA | 80110 | PC | For general operating support, in honor of a retiring Wallace employee. | $5,000 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To study of how Texas school districts incorporate evidence-based strategies into summer learning programs. | $135,994 | ||||||
| Camden FireWorks Incorporated | ||||||||||||
| 1813 S Broadway | Camden | NJ | 08104 | PC | To design a study exploring ways to measure artistic vitality through a Black feminist lens. | $26,930 | ||||||
| The Union for Contemporary Art Inc | ||||||||||||
| 2423 N 24th St | Omaha | NE | 68110 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $455,000 | ||||||
| The Rector and Visitors of the University of Virginia | ||||||||||||
| Office of the President PO Box 4002 | Charlottesville | VA | 229044224 | GOV | To explore how Black arts organizations in Virginia define and assess their organizational well-being. | $113,114 | 24 | |||||
| BlackStar Projects | ||||||||||||
| 1901 S Ninth St Ste 414 | Philadelphia | PA | 19148 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $410,000 | ||||||
| Pillsbury United Communities Inc dba Pillsbury House Theatre | ||||||||||||
| 3501 Chicago Avenue South | Minneapolis | MN | 55407 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $891,000 | ||||||
| Pregones Puerto Rican Traveling Theater Inc | ||||||||||||
| 571-575 Walton Ave | Bronx | NY | 10451 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $570,000 | ||||||
| Self-Help Graphics and Art Inc | ||||||||||||
| 1300 E 1st St | Los Angeles | CA | 90033 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $294,000 | ||||||
| The Aspen Institute Inc | ||||||||||||
| 2300 N Street NW Ste 700 | Washington | DC | 200371122 | PC | To support districts participating in Wallace's ECPI. | $75,000 | ||||||
| Research for Action Inc | ||||||||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To study how cities used out-of-school-time efforts to support young people and communities during the Covid-19 pandemic. | $97,579 | ||||||
| 1Hood Media Academy | ||||||||||||
| 460 Melwood Ave Ste 207 | Pittsburgh | PA | 15213 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $327,000 | ||||||
| Chicago Sinfonietta Inc | ||||||||||||
| 70 E Lake Street Ste 226 | Chicago | IL | 60601 | PC | To participate in Wallace's Advancing Well-Being in the Arts Initiative. | $1,189,000 | ||||||
| EastSide Arts Alliance | ||||||||||||
| PO Box 17008 | Oakland | CA | 94606 | PC | To participate in Wallace's Advancing Well-Being in the Arts Initiative. | $399,000 | ||||||
| Ragamala Dance | ||||||||||||
| 3754 Pleasant Ave Ste 422W | Minneapolis | MN | 55409 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $274,000 | ||||||
| The Rebuild Foundation NFP | ||||||||||||
| 6760 S Stony Island Ave | Chicago | IL | 60649 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $425,000 | ||||||
| Riverside Park Conservancy Inc | ||||||||||||
| 475 Riverside Drive Suite 455 | New York | NY | 10115 | PC | General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. | $1,000 | ||||||
| HIAS Inc | ||||||||||||
| 1300 Spring Street Suite 500 | Silver Spring | DC | 20902 | PC | General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. | $5,000 | ||||||
| Film Forum Inc | ||||||||||||
| 209 West Houston Street | New York | NY | 10014 | PC | General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. | $3,000 | ||||||
| West Side for Community Life Inc | ||||||||||||
| 263 West 86th Street | New York | NY | 10024 | PC | General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. | $2,000 | ||||||
| Community Resource Exchange | ||||||||||||
| 228 Park Ave S PMB 78695 | New York | NY | 100031502 | PC | To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. | $49,000 | ||||||
| Texas Education Agency | ||||||||||||
| 1701 N Congress Ave | Austin | TX | 787011494 | GOV | To support efforts to strengthen summer learning programs in Texas. | $159,763 | ||||||
| Chinese Culture Foundation of San Francisco | ||||||||||||
| 750 Kearny 3rd floor | San Francisco | CA | 94108 | PC | To design a study of the Chinese Cultural Center's programming and advocacy. | $50,000 | ||||||
| Council on Foundations Inc | ||||||||||||
| 1255 23rd St NW Ste 200 | Washington | VA | 20037 | PC | For general operating support. | $24,000 | ||||||
| Emerging Practitioners in Philanthropy Inc | ||||||||||||
| 201 Union St Ste 110 | Alexandria | VA | 22314 | PC | For general operating support. | $17,500 | ||||||
| Grantmakers for Effective Organizations | ||||||||||||
| 1310 L Street NW Ste 650 | Washington | DC | 20005 | PC | For general operating support. | $14,000 | ||||||
| National Public Education Support Fund | ||||||||||||
| 1425 K Street NW Ste 700 | Washington | DC | 20005 | PC | For general support of the Education Funder Strategy Group and Grantmakers for Thriving Youth. | $56,250 | ||||||
| Independent Sector | ||||||||||||
| 1602 L Street NW Ste 900 | Washington | DC | 20036 | PC | For general operating support. | $21,100 | ||||||
| Philanthropy New York Inc | ||||||||||||
| 320 E 43rd St | New York | NY | 10017 | PC | For general operating support. | $41,750 | ||||||
| New York University | ||||||||||||
| 50 W Fourth St 10 Lincoln Center Pl | New York | NY | 10012 | PC | For general support of The Research Alliance for New York City Schools. | $50,000 | aza | |||||
| Community Resource Exchange | ||||||||||||
| 228 Park Ave S PMB 78695 | New York | NY | 100031502 | PC | To provide coaching and consulting services for Arts Initiative grantees. | $1,000 | ||||||
| The Laundromat Project Inc | ||||||||||||
| 1476 Fulton St | Brooklyn | NY | 11216 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $382,000 | ||||||
| Education Commission of the States | ||||||||||||
| 700 Broadway Ste 810 | Denver | CO | 802033460 | PC | For general support of the Arts Education Partnership. | $31,250 | ||||||
| Center for Effective Philanthropy Inc | ||||||||||||
| 675 Massachusetts Ave 11th Fl | Cambridge | MA | 02139 | PC | For general operating support. | $67,500 | ||||||
| Hispanics in Philanthropy | ||||||||||||
| 548 Market St 60300 | San Francisco | CA | 94104 | PC | For general operating support for Hispanics in Philanthropy and CHANGE Philanthropy. | $57,250 | ||||||
| Funders for Lesbian and Gay Issues Inc | ||||||||||||
| 45 W 36th St 8th Fl | New York | NY | 10018 | PC | For general operating support. | $15,000 | ||||||
| Grantmakers for Education | ||||||||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | For general operating support. | $24,400 | ||||||
| Grantmakers in the Arts | ||||||||||||
| 522 Courtlandt Ave 1st Fl | Bronx | WA | 104515008 | PC | For general operating support. | $20,000 | ||||||
| National Guild for Community Arts Education Inc | ||||||||||||
| 520 8th Ave Ste 302 | New York | NY | 100186507 | PC | For general operating support. | $25,000 | ||||||
| William Marsh Rice University | ||||||||||||
| 6100 Main St MS-208 | Houston | TX | 77005 | PC | To support the National Network of Education Research-Practice Partnerships. | $37,500 | ||||||
| Native Americans in Philanthropy | ||||||||||||
| 1200 G Street NW Ste 800 | Washington | CA | 20005 | PC | For general operating support. | $15,000 | ||||||
| PEAK Grantmaking Inc | ||||||||||||
| 1701 Pennsylvania Ave NW Suite 200 | Washington | DC | 20006 | PC | For general operating support. | $7,750 | ||||||
| Technology Association of Grantmakers Inc | ||||||||||||
| 200 W Madison St 3rd Fl | Chicago | IL | 60606 | PC | For general operating support. | $5,000 | ||||||
| Communication Network | ||||||||||||
| 1717 N Naper Blvd Ste 200-20 | Naperville | IL | 60563 | PC | For general operating support. | $11,188 | ||||||
| Women's Funding Network | ||||||||||||
| 548 Market St PMB 81689 | San Francisco | CA | 94104 | PC | For general operating support. | $10,000 | ||||||
| Society for Research on Educational Effectiveness | ||||||||||||
| 6003 Executive Blvd | Washington | MD | 20852 | PC | For general operating support. | $22,500 | ||||||
| Asian American-Pacific Islanders in Philanthropy Inc | ||||||||||||
| 300 Frank H Ogawa Plz Ste 256 | Oakland | CA | 94612 | PC | For general operating support. | $20,000 | ||||||
| Association of Black Foundation Executives Inc | ||||||||||||
| 42 Broadway Ste 2000 | New York | NY | 10004 | PC | For general operating support. | $25,000 | ||||||
| Candid | ||||||||||||
| 32 Old Slip 24th Fl | New York | NY | 100053500 | PC | For general operating support. | $42,500 | ||||||
| Center for Evaluation Innovation Inc | ||||||||||||
| 1660 L Street NW Ste 450 | Washington | DC | 20036 | PC | For general support of the Evaluation Roundtable. | $10,000 | ||||||
| Grantmakers in the Arts | ||||||||||||
| 522 Courtlandt Ave 1st Fl | Bronx | WA | 104515008 | PC | To sponsor the organization's annual conference. | $75,000 | ||||||
| National Guild for Community Arts Education Inc | ||||||||||||
| 520 8th Ave Ste 302 | New York | NY | 100186507 | PC | To sponsor the organization's annual conference. | $50,000 | ||||||
| American Institutes for Research in the Behavioral Sciences | ||||||||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To support a national study of the youth development workforce. | $133,269 | ||||||
| Voices of Pacific Island Nations | ||||||||||||
| PO Box 878 | Kingston | WA | 98346 | PC | To participate in Wallace's Advancing Opportunities for Adolescents initiative. | $75,000 | ||||||
| National Governors Association Center for Best Practices | ||||||||||||
| Hall of the States 444 North Capit | Washington | DC | 200011512 | PC | To convene and manage a professional learning community of representatives from state education agencies. | $50,000 | ||||||
| American Association of School Administrators Inc | ||||||||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To develop networks of principal supervisors from districts participating in Wallace's ECPI. | $125,000 | ||||||
| Association for Supervision and Curriculum Development | ||||||||||||
| 1703 North Beauregard Street | Alexandria | VA | 22311 | PC | To serve as a Wallace communications partner. | $62,500 | ||||||
| Association for Supervision and Curriculum Development | ||||||||||||
| 1703 North Beauregard Street | Alexandria | VA | 22311 | PC | To serve as a Wallace communications partner. | $62,500 | ||||||
| Child Trends Incorporated | ||||||||||||
| 12300 Twinbrook Parkway Suite 235 | Rockville | MD | 20852 | PC | To identify current approaches to documenting and measuring impacts of out-of-school-time programs. | $2,235 | ||||||
| American Cancer Society | ||||||||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | ||||||
| American Cancer Society | ||||||||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $200 | ||||||
| American Cancer Society | ||||||||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $50 | ||||||
| American Cancer Society | ||||||||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | ||||||
| A Better Jamica Inc | ||||||||||||
| 114-73 178th Street | Jamiaca | NY | 11434 | PC | Employee Matching Gift-General support | $52 | ||||||
| Christian Herald Association Inc | ||||||||||||
| 355 Lexington Avenue Floor 19 | New York | NY | 10017 | PC | Employee Matching Gift-General support | $50 | ||||||
| Brooklyn Arts Exchange Inc | ||||||||||||
| 421 Fifth Avenue 3rd Floor | Brooklyn | NY | 112153326 | PC | Employee Matching Gift-General support | $311 | ||||||
| Brooklyn Community Bail Fund | ||||||||||||
| 195 Montague Street 14th Floor | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $415 | ||||||
| Brooklyn Defender Services | ||||||||||||
| 177 Livingston Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $308 | ||||||
| Brooklyn Museum | ||||||||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $50 | ||||||
| Brooklyn Museum | ||||||||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $15,000 | ||||||
| Brooklyn Public Library | ||||||||||||
| 10 Grand Army Plaza | Brooklyn | NY | 112385619 | PC | Employee Matching Gift-General support | $311 | ||||||
| Brooklyn Public Library | ||||||||||||
| 10 Grand Army Plaza | Brooklyn | NY | 112385619 | PC | Employee Matching Gift-General support | $321 | ||||||
| Civic News Company | ||||||||||||
| 450 7th Ave 32nd Fl | New York | NY | 10123 | PC | Employee Matching Gift-General support | $200 | ||||||
| The Churchill School and Center | ||||||||||||
| 301 East 29th Street | New York | NY | 10016 | PC | Employee Matching Gift-General support | $200 | ||||||
| Citymeals-On-Wheels | ||||||||||||
| 355 Lexington Avenue 3rd Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $200 | ||||||
| Citymeals-On-Wheels | ||||||||||||
| 355 Lexington Avenue 3rd Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $52 | ||||||
| Compassion International Incorporated | ||||||||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 809213668 | PC | Employee Matching Gift-General support | $684 | ||||||
| Covenant House | ||||||||||||
| 5 Penn Plaza | New York | NY | 10001 | PC | Employee Matching Gift-General support | $52 | ||||||
| Dyslexia Alliance for Black Children | ||||||||||||
| 131 Elm Street B | New Rochelle | NY | 10805 | PC | Employee Matching Gift-General support | $200 | ||||||
| Equal Justice Initiative | ||||||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | PC | Employee Matching Gift-General support | $103 | ||||||
| Friends of Indus Hospital Inc | ||||||||||||
| 155 Cedar Lane | Teaneck | NJ | 07666 | PC | Employee Matching Gift-General support | $420 | ||||||
| Growth Through Learning Inc | ||||||||||||
| PO Box 390975 | Cambridge | MA | 02139 | PC | Employee Matching Gift-General support | $100 | ||||||
| Hampshire College Trustees | ||||||||||||
| 893 West Street | Amherst | MA | 010023359 | PC | Employee Matching Gift-General support | $600 | ||||||
| The Legal Aid Society | ||||||||||||
| 199 Water Street 4th Floor | New York | NY | 10038 | PC | Employee Matching Gift-General support | $100 | ||||||
| The Leukemia & Lymphoma Society Inc | ||||||||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | PC | Employee Matching Gift-General support | $200 | ||||||
| Lund Family Center Inc | ||||||||||||
| 50 Joy Drive | South Burlington | VT | 05403 | PC | Employee Matching Gift-General support | $100 | ||||||
| Memorial Sloan-Kettering Cancer Center | ||||||||||||
| 1275 York Avenue | New York | NY | 10065 | PC | Employee Matching Gift-General support | $100 | ||||||
| New Visions for Public SchoolsMG | ||||||||||||
| 205 East 42nd Street 4th Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $400 | ||||||
| New York Public Radio | ||||||||||||
| 160 Varick Street 9th Fl | New York | NY | 10013 | PC | Employee Matching Gift-General support | $50 | ||||||
| OASIS Therapeutic Life Centers Inc | ||||||||||||
| 1 Morgan Road | Middletown | NJ | 07748 | PC | Employee Matching Gift-General support | $40 | ||||||
| Out of the Ashes 5k Inc | ||||||||||||
| 6601 Old Post Rd | Charlotte | NC | 28212 | PC | Employee Matching Gift-General support | $100 | ||||||
| National Ovarian Cancer Coalition | ||||||||||||
| 12221 Merit Drive Suite1950 | Dallas | TX | 75251 | PC | Employee Matching Gift-General support | $208 | ||||||
| Planned Parenthood of New York City Inc | ||||||||||||
| 26 Bleecker Street | New York | NY | 10012 | PC | Employee Matching Gift-General support | $100 | ||||||
| Rustin Fund for Global Equality | ||||||||||||
| 176 Bainbridge Street | Brooklyn | NY | 11233 | PC | Employee Matching Gift-General support | $200 | ||||||
| Safe Horizon Inc | ||||||||||||
| 2 Lafayette Street 3rd Floor | New York | NY | 100071327 | PC | Employee Matching Gift-General support | $200 | ||||||
| Saint Ann's School | ||||||||||||
| 129 Pierrepont Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $300 | ||||||
| Sandy Hook Promise Foundation | ||||||||||||
| PO Box 3489 | Newtown | CT | 06470 | PC | Employee Matching Gift-General support | $52 | ||||||
| The Trustees of the Smith College | ||||||||||||
| Gift Accounting 23 Elm Street | Northampton | MA | 01063 | PC | Employee Matching Gift-General support | $100 | ||||||
| St John's Bread and Life Program Inc | ||||||||||||
| 795 Lexington Ave | Brooklyn | NY | 11221 | PC | Employee Matching Gift-General support | $206 | ||||||
| TASSC International | ||||||||||||
| 4121 Harewood Road NE Suite B | Washington | DC | 200171597 | PC | Employee Matching Gift-General support | $200 | ||||||
| Understood for All Inc | ||||||||||||
| 145 Hudson Street Suite 5B | New York | NY | 10013 | PC | Employee Matching Gift-General support | $300 | ||||||
| University Community Social Services Inc | ||||||||||||
| 137 East 2nd Street PO Box 20930 | New York | NY | 10009 | PC | Employee Matching Gift-General support | $200 | ||||||
| Weils Arts Exchange LTD | ||||||||||||
| 155 Wythe Avenue | Brooklyn | NY | 11249 | PC | Employee Matching Gift-General support | $500 | ||||||
| World Vision Inc | ||||||||||||
| World Vision Matching Program Mail | Federal Way | WA | 980639716 | PC | Employee Matching Gift-General support | $840 | Stop 120 | |||||
| Garden of Eden Foundation | ||||||||||||
| 82 Nassau Street 125 | New York | NY | 10038 | PC | Employee Matching Gift-General support | $2,000 | ||||||
| Crown Heights Running Club | ||||||||||||
| 302 Eastern Parkway | Brooklyn | NY | 11225 | PC | Employee Matching Gift-General support | $3,000 | ||||||
| Launch Expeditionary Learning Charter School | ||||||||||||
| 1580 Dean Street 3rd Floor | Brooklyn | NY | 11213 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| Long Island Broncos Inc | ||||||||||||
| PO Box 1726 | Seaford | NY | 117830456 | PC | Employee Matching Gift-General support | $7,000 | ||||||
| NY Writers Coalition Inc | ||||||||||||
| 80 Hanson Place Suite 604 | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| Syracuse University | ||||||||||||
| 640 Skytop Road Suite 240 | Syracuse | NY | 13244 | PC | Employee Matching Gift-General support | $200 | ||||||
| Prospect Park Alliance | ||||||||||||
| 95 Prospect Park West | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $10,000 | ||||||
| American Foundation for Suicide Prevention | ||||||||||||
| 199 Water Street FL 11 | New York | NY | 10038 | PC | Employee Matching Gift-General support | $100 | ||||||
| Launch Expeditionary Learning Charter School | ||||||||||||
| 1580 Dean Street 3rd Floor | Brooklyn | NY | 11213 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| Copper Canyon Press | ||||||||||||
| PO Box 271 | Port Townsend | WA | 98368 | PC | Employee Matching Gift-General support | $34 | ||||||
| Long Island University - CW PostMG | ||||||||||||
| Attn Sean Collins 700 Northern Blvd | Brookville | NY | 11548 | PC | Employee Matching Gift-General support | $5,000 | ||||||
| Fordham University-WFUV | ||||||||||||
| CONTROLLERS OFFICE 441 E Fordham Ro | Bronx | NY | 10458 | PC | Employee Matching Gift-General support | $800 | ad | |||||
| Team Jamaica Bickle Inc | ||||||||||||
| 242-14 Merrick Blvd | Rosedale | NY | 11422 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| New Visions for Public SchoolsMG | ||||||||||||
| 205 East 42nd Street 4th Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $200 | ||||||
| The Passage Theatre Company | ||||||||||||
| 205 E Front St | Trenton | NJ | 08611 | PC | Employee Matching Gift-General support | $500 | ||||||
| Wellesley College | ||||||||||||
| 106 Central Street | Wellesley | MA | 024818203 | PC | Employee Matching Gift-General support | $2,000 | ||||||
| Urban Homesteading Asistance | ||||||||||||
| 120 Wall Street 20 Floor | New York | NY | 10005 | PC | Employee Matching Gift-General support | $3,502 | ||||||
| American Cancer Society | ||||||||||||
| Attn Matching GIFT 250 Williams Str | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $106 | eet | |||||
| American Cancer Society | ||||||||||||
| Attn Matching GIFT 250 Williams Str | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | eet | |||||
| Georgetown University | ||||||||||||
| 37th and O Streets NW | Washington | DC | 20057 | PC | Employee Matching Gift-General support | $5,000 | ||||||
| Institute of Music for Children | ||||||||||||
| 780 Salem Avenue | Elizabeth | NJ | 07208 | PC | Employee Matching Gift-General support | $260 | ||||||
| MANA Nutritive Aid Products Incorporated | ||||||||||||
| 130 Liberty Lane | Matthews | NC | 28105 | PC | Employee Matching Gift-General support | $10,000 | ||||||
| New Visions for Public SchoolsMG | ||||||||||||
| 205 East 42nd Street 4th Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $3,000 | ||||||
| Rhinebeck Writers Retreat Inc | ||||||||||||
| 7 Hummingbird Way | Staatsburg | NY | 12580 | PC | Employee Matching Gift-General support | $261 | ||||||
| Hudson GuildMG | ||||||||||||
| 441 W 26th Street | New York | NY | 10001 | PC | Employee Matching Gift-General support | $3,000 | ||||||
| The Power of Two | ||||||||||||
| 121 Avenue of Americas 6th Floor C/ | New York | NY | 10013 | PC | Employee Matching Gift-General support | $420 | O Power of Two | |||||
| Braata Productions | ||||||||||||
| 118-05 200th Street | Queens | NY | 11412 | PC | Employee Matching Gift-General support | $50 | ||||||
| Garden of Eden Foundation | ||||||||||||
| 82 Nassau Street 125 | New York | NY | 10038 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| Arts Guild New Jersey | ||||||||||||
| 400 High Street Suite B | Burlington | NJ | 08016 | PC | Employee Matching Gift-General support | $54 | ||||||
| Poughkeepsie Day School Inc | ||||||||||||
| 260 Boardman Road | Poughkeepsie | NY | 12603 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| Arab American Family Support Center Inc | ||||||||||||
| 150 Court Street 3rd Floor | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $500 | ||||||
| Brooklyn Arts Exchange Inc | ||||||||||||
| 421 Fifth Avenue 3rd Floor | Brooklyn | NY | 112153326 | PC | Employee Matching Gift-General support | $311 | ||||||
| Understood for All Inc | ||||||||||||
| 145 Hudson Street Suite 5B | New York | NY | 10013 | PC | Employee Matching Gift-General support | $208 | ||||||
| Court Appointed Special Advocate Montgomery County | ||||||||||||
| 1010 Grandi Avenue B-3 | Rockville | MD | 20851 | PC | Employee Matching Gift-General support | $2,400 | ||||||
| New Jersey Arts Education Partnership | ||||||||||||
| 432 High Street | Burlington | NJ | 08016 | PC | Employee Matching Gift-General support | $2,067 | ||||||
| ELECTRIC LIT INC | ||||||||||||
| 15 Adams Street | Kingston | NY | 12401 | PC | Employee Matching Gift-General support | $100 | ||||||
| NY Writers Coalition Inc | ||||||||||||
| 80 Hanson Place Suite 604 | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| Incarnation Center Inc | ||||||||||||
| PO BOX 577 | Ivoryton | CT | 06442 | PC | Employee Matching Gift-General support | $200 | ||||||
| Rustin Fund for Global Equality | ||||||||||||
| 176 Bainbridge Street | Brooklyn | NY | 11233 | PC | Employee Matching Gift-General support | $500 | ||||||
| Dyslexia Alliance for Black Children | ||||||||||||
| 131 Elm Street B | New Rochelle | NY | 10805 | PC | Employee Matching Gift-General support | $324 | ||||||
| The Bronx Defenders | ||||||||||||
| 360 East 161st Street | Bronx | NY | 10451 | PC | Employee Matching Gift-General support | $420 | ||||||
| Hampshire College Trustees | ||||||||||||
| Attn Carollee Bengelsdorf Scholars | Amherst | MA | 010023359 | PC | Employee Matching Gift-General support | $600 | 893 West Street | |||||
| Convent of the Sacred Heart School New York | ||||||||||||
| 1 East 91st Street | New York | NY | 10128 | PC | Employee Matching Gift-General support | $1,000 | ||||||
| Eduseed | ||||||||||||
| 1001 Pennsylvania Avenue NW Suite | Washington | DC | 20004 | PC | Employee Matching Gift-General support | $2,100 | ||||||
| Brooklyn Public Library | ||||||||||||
| 10 Grand Army Plaza | Brooklyn | NY | 112385619 | PC | Employee Matching Gift-General support | $259 | ||||||
| New York Harbor School Parent Teacher Association | ||||||||||||
| 10 South Street | New York | ND | 100041921 | PC | Employee Matching Gift-General support | $110 | ||||||
| Memorial Sloan-Kettering Cancer Center | ||||||||||||
| 1275 York Avenue | New York | NY | 10065 | PC | Employee Matching Gift-General support | $450 | ||||||
| Crown Heights Running Club | ||||||||||||
| 302 Eastern Parkway | Brooklyn | NY | 11225 | PC | Employee Matching Gift-General support | $7,000 | ||||||
| New York Harbor School Parent Teacher Association | ||||||||||||
| 10 South Street | New York | ND | 100041921 | PC | Employee Matching Gift-General support | $400 | ||||||
| American Cancer Society | ||||||||||||
| Attn Matching GIFT 250 Williams Str | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $200 | eet | |||||
| American Cancer Society | ||||||||||||
| Attn Matching GIFT 250 Williams Str | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | eet | |||||
| American Cancer Society | ||||||||||||
| Attn Matching GIFT 250 Williams Str | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $106 | eet | |||||
| University Community Social Services Inc | ||||||||||||
| 137 East 2nd Street PO Box 20930 | New York | NY | 10009 | PC | Employee Matching Gift-General support | $500 | ||||||
| Lund Family Center Inc | ||||||||||||
| 50 Joy Drive | South Burlington | VT | 05403 | PC | Employee Matching Gift-General support | $200 | ||||||
| The Red Hook Daily Catch Inc | ||||||||||||
| 10 West Bard Ave | Red Hook | NY | 12571 | PC | Employee Matching Gift-General support | $206 | ||||||
| The Irish Repertory Theatre Company Inc | ||||||||||||
| 132 West 22nd Street | New York | NY | 10011 | PC | Employee Matching Gift-General support | $200 | ||||||
| American Cancer Society | ||||||||||||
| Attn Matching GIFT 250 Williams Str | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $50 | eet | |||||
| TASSC International | ||||||||||||
| 4121 Harewood Road NE Suite B | Washington | DC | 200171597 | PC | Employee Matching Gift-General support | $300 | ||||||
| American Friends Service Committee | ||||||||||||
| Attn Changemaker 1501 Cherry Street | Philadelphia | PA | 19102 | PC | Employee Matching Gift-General support | $300 | ||||||
| Fund for the City of New York Inc | ||||||||||||
| 121 Avenue of the Americas 6th Flo | New York | NY | 10013 | PC | Employee Matching Gift-General support | $429 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,577,768 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ExpandED Schools Inc | |||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To help strengthen the work of Every Hour Counts. | $1,000,000 | |
| TERC Inc | |||||||
| 2067 Massachusetts Avenue | Cambridge | MA | 02140 | PC | To explore ways in which youth-centered dance organizations can influence their communities. | $366,000 | |
| Morehouse College Inc | |||||||
| 830 Westview Drive SW | Atlanta | GA | 30314 | PC | To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. | $326,000 | |
| Morehouse College Inc | |||||||
| 830 Westview Drive SW | Atlanta | GA | 30314 | PC | To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. | $50,000 | |
| Mississippi Center for Cultural Production | |||||||
| 319 White Oak Street | Utica | MS | 39175 | PC | To explore ways in which arts can support wellness in African-American communities in Utica, Miss. | $255,425 | |
| Learning Policy Institute | |||||||
| 1530 Page Mill Rd Ste 200 | Palo Alto | CA | 943041140 | PC | To study the professional-development needs and experiences of principals. | $446,628 | |
| Society for Research in Child Development Inc | |||||||
| 1825 K St NW Ste 325 | Washington | DC | 20006 | PC | To help the organization expand and deepen its equity efforts. | $50,000 | |
| Centro de Economia Creativa Inc | |||||||
| PO Box 13041 | San Juan | PR | 00908 | PC | To study the management practices and business models of Puerto Rican arts groups. | $110,000 | |
| Clemmons Family Farm Inc | |||||||
| PO Box 546 | Charlotte | VT | 05445 | PC | To investigate the role of nonprofits led by Black women in cross-sectoral collaborations to improve outcomes for Black artists. | $214,970 | |
| The Center for Cultural Power | |||||||
| 2648 International Blvd Ste 115 1 | Oakland | CA | 94601 | PC | To study approaches to support artists of color working to promote social justice. | $208,000 | |
| Texas Education Agency | |||||||
| 1701 N Congress Ave | Austin | TX | 787011494 | PC | To support efforts to strengthen summer learning programs in Texas. | $155,680 | |
| RAND Corporation | |||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 904072138 | PC | To conduct an evaluation of Wallace's Partnerships for Social and Emotional Learning Initiative. | $388,000 | |
| SOA Village Housing | |||||||
| 490 Lake Park Avenue 16242 | Oakland | CA | 94610 | PC | To explore the role the arts play in the establishment of Black cultural institutions, networks, and spaces. | $262,295 | |
| National Coalition for Asian Pacific American Community Development | |||||||
| 1825 San Pablo Avenue Suite 2 | Oakland | CA | 94612 | PC | To explore ways in which arts initiatives could help build organizations' ability to support Asian American and Pacific Islander communities. | $252,055 | |
| National Association of Latino Arts and Culture | |||||||
| 1208 Buena Vista St | San Antonio | TX | 78207 | PC | To expand the organization's State of Latino Arts and Culture Organizations, a national assessment of the field. | $275,080 | |
| The Philadelphia Dance Company | |||||||
| 9 North Preston Street | Philadelphia | PA | 191042210 | PC | To participate in Wallace's Advancing Well-Being in the Arts initiative. | $100,000 | |
| Emerson College | |||||||
| 120 Boylston Street | Boston | MA | 02116 | PC | To study frameworks used to archive Latin American theater in the U.S. and propose new methods to preserve its history. | $83,825 | |
| National Arts Strategies Inc | |||||||
| 1330 Braddock Pl Ste 230 | Alexandria | VA | 22314 | PC | To design and facilitate Arts Initiative Peer Learning Community | $13,189 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To evaluate a toolkit school districts can use to encourage men of color to enter and remain in the principal pipeline. | $37,034 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To help explore options for new Wallace initiatives focused on out-of-school-time programs. | $27,687 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To study how Texas school districts incorporate evidence-based strategies into summer learning programs. | $83,880 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To help explore options for new Wallace initiatives focused on out-of-school-time programs. | $33,109 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To study the costs and revenues of high-quality afterschool and summer programs. | $191,701 | |
| Arts Administrators of Color Network | |||||||
| 1001 3rd St SW | Washington | DC | 20024 | PC | To explore the aspirations, needs, and perspectives of arts administrators and artists of color. | $116,073 | |
| National Arts Strategies Inc | |||||||
| 1330 Braddock Pl Ste 230 | Alexandria | VA | 22314 | PC | To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. | $8,258 | |
| South Asian American Digital Archive NFP | |||||||
| 1650 Arch St Ste 2130 | Philadelphia | PA | 191032029 | PC | To help document the resources arts organizations of color need to preserve, and share their histories. | $32,612 | |
| Arizona State University | |||||||
| 1151 S Forest Ave PO Box 872002 | Tempe | AZ | 85281 | GOV | To study the landscape of arts organizations serving communities of color in the Southwest. | $14,770 | |
| Cahn Fellows Programs Corporation | |||||||
| PO Box 231077 | New York | NY | 10023 | GOV | To support an evaluation of the Cahn Distinguished Principals Fellowship program. | $29,130 | |
| Community Resource Exchange | |||||||
| 228 Park Ave S PMB 78695 | New York | NY | 100031502 | PC | To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. | $56,250 | |
| President and Fellows of Harvard College | |||||||
| Office of the President Massachuse | Cambridge | MA | 02138 | PC | To study the effects of gentrification on youth workers and young people of color attending out-of-school time programs. | $20,965 | |
| Mosaic America | |||||||
| 19143 Harleigh Dr | Saratoga | CA | 95070 | PC | To survey and map artists and culture bearers of color in Santa Clara, San Francisco, and San Mateo Counties. | $33,974 | |
| North Carolina State University | |||||||
| 203 Peele Hall Campus Box 7103 | Raleigh | NC | 27695 | GOV | To develop a tool to help equitably recruit and prepare teachers to enter principal pipelines. | $7,265 | |
| New York University | |||||||
| 50 W Fourth St 10 Lincoln Center Pl | New York | NY | 10012 | PC | To update The Cost of Quality Out-of-School-Time Programs and that report's online cost calculator. | $76,757 | aza |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 602081103 | PC | To help explore barriers to emloyment for people of color in media in the Midwest. | $12,328 | |
| Research for Action Inc | |||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To help spread findings from the organization's research into Wallace's Youth Arts Initiative. | $4,087 | |
| Social Science Research Council | |||||||
| One Pierrepont Plaza | Brooklyn | NY | 11201 | PC | To match research fellows with organizations participating in Wallace's Advancing Well-Being in the Arts initiative and to support their work. | $29,047 | |
| Thomas B Fordham Institute | |||||||
| 1015 18th Street NW Ste 902 | Washington | DC | 20036 | PC | To support the institute's study on school board leadership and partisanship. | $19,321 | |
| University of Delaware | |||||||
| 220 Hullihen Hall | Newark | DE | 19716 | PC | To explore whether and how Wallace's audiences use research the foundation supports. | $11,992 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 702 W Johnson St Ste 1101 | Madison | WI | 537151007 | GOV | To study the work of districts participating in Wallace's ECPI. | $67,288 | |
| University of North Carolina at Chapel Hill | |||||||
| CB6100 600 National Bank Plaza Univ | Chapel Hill | GA | 275996100 | PC | To study working conditions of principals of color. | $26,830 | ersity Development Office |
| University of Pittsburgh | |||||||
| 116 Atwood St Ste 201 | Pittsburgh | PA | 15260 | PC | To study ways in which community-based programs use the arts to support the well-being of youth. | $59,394 | |
| The University of Texas at Austin | |||||||
| Office of Sponsored Projects 110 In | Austin | TX | 78712 | GOV | To study work done in Wallace's Building Audiences for Sustainability initiative. | $355,373 | ner Campus Dr Stop K5300 |
| The University of Texas at Austin | |||||||
| Office of Sponsored Projects 110 In | Austin | TX | 78712 | GOV | To study the work of districts participating in Wallace's ECPI. | $91,450 | ner Campus Dr Stop K5300 |
| Vanderbilt University | |||||||
| Sponsored Programs Administration | Nashville | TN | 372407749 | PC | To study the work of districts participating in Wallace's Principal Pipeline Learning Community. | $40,650 | |
| Vanderbilt University | |||||||
| Sponsored Programs Administration | Nashville | TN | 372407749 | PC | To support a study of how principals learn on the job. | $4,643 | |
| 147TH Road Block & Community Association | |||||||
| 243-11 147th Ave | Rosedale | NY | 11422 | PC | Employee Matching Gift-General support | $1,000 | |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $53 | |
| American Friends Service Committee | |||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | PC | Employee Matching Gift-General support | $50 | |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plaza | Brooklyn | NY | 112385619 | PC | Employee Matching Gift-General support | $52 | |
| Catholic Charities Community Services of the Archdiocese of New York | |||||||
| 1011 First Avenue | New York | NY | 10022 | PC | Employee Matching Gift-General support | $50 | |
| Community Help in Park Slope Inc | |||||||
| 200 Fourth Avenue | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $200 | |
| Citymeals-On-Wheels | |||||||
| 355 Lexington Avenue 3rd Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $51 | |
| EASTER SEALS INC | |||||||
| 141 West Jackson Boulevard Suite 1 | Chicago | IL | 606043188 | PC | Employee Matching Gift-General support | $51 | |
| Fund Texas Choice | |||||||
| 5900 Balcones Dr Ste 8257 | Austin | TX | 78731 | PC | Employee Matching Gift-General support | $311 | |
| Garden of Eden Foundation | |||||||
| 82 Nassau Street 125 | New York | NY | 10038 | PC | Employee Matching Gift-General support | $1,000 | |
| Growth Through Learning Inc | |||||||
| PO Box 390975 | Cambridge | MA | 02139 | PC | Employee Matching Gift-General support | $100 | |
| Habitat for Humanity International Inc | |||||||
| 322 West Lamar Street | Americus | GA | 31709 | PC | Employee Matching Gift-General support | $52 | |
| Crown Heights Running Club | |||||||
| 302 Eastern Parkway | Brooklyn | NY | 11225 | PC | Employee Matching Gift-General support | $8,000 | |
| Long Island Broncos Inc | |||||||
| PO Box 1726 | Seaford | NY | 117830456 | PC | Employee Matching Gift-General support | $9,000 | |
| Moms Helping Moms Foundation Inc | |||||||
| 223 Stirling Rd Ste E | Warren | NJ | 07059 | PC | Employee Matching Gift-General support | $300 | |
| Round 2 Resources | |||||||
| 723 Washington St | Hoboken | NJ | 07030 | PC | Employee Matching Gift-General support | $53 | |
| Town of Clinton Historical Society | |||||||
| 2433 Salt Point Turnpke | Clinton Corners | NY | 12514 | PC | Employee Matching Gift-General support | $700 | |
| World Vision Inc | |||||||
| World Vision Matching Program Mail | Federal Way | WA | 980639716 | PC | Employee Matching Gift-General support | $840 | Stop 120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,071,089 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,383,973 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,326,278 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,672,989 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,262,255 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,088,530 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$5,655,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,935,244 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,142,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,078,120 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $188,917 | Amt |
| Net Investment Income | $93,419 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,938 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $7,952,858 | $2,085,684 | $514,007 |
| FURNITURE | $1,000,993 | $272,494 | $66,733 |
| COMPUTER EQUIPMENT | $23,259 | $19,494 | $2,988 |
| OFFICE EQUIPMENT | $57,084 | $41,409 | $10,579 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Publicly Traded Securities | P | $455,198,275 | $437,588,489 | $17,609,786 |
| Common Trusts and Limited Partnerships | $238,740,325 | $140,951,350 | $97,788,975 | |
| Net Capital losses on Foreign exchange contracts | $47,975 | -$47,975 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (171 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds | ||
| Vanguard Index Funds S&P 500 ETF | $85,148,144 | $85,148,144 |
| AIA GROUP LTD | $409,864 | $409,864 |
| APTIV SWISS HOLDINGS COMPANY | $301,991 | $301,991 |
| AERCAP IRELAND CAP/GLOBA COMPANY | $185,192 | $185,192 |
| AIR LEASE CORP | $197,612 | $197,612 |
| ALEXANDRIA REAL ESTATE COMPANY | $318,844 | $318,844 |
| AMAZON.COM INC SR | $195,637 | $195,637 |
| APIDOS CLO LTD | $251,661 | $251,661 |
| APPLOVIN CORP SR | $401,019 | $401,019 |
| ASHTEAD CAPITAL INC COMPANY | $230,175 | $230,175 |
| ATHENE GLOBAL FUNDING | $424,784 | $424,784 |
| AVIATION CAPITAL GROUP | $209,232 | $209,232 |
| BX TRUST BX | $381,600 | $381,600 |
| BX TRUST BX | $409,657 | $409,657 |
| BANK OF AMERICA CORP | $379,696 | $379,696 |
| BANK OF AMERICA CORP | $350,735 | $350,735 |
| BANK BANK 2017 | $458,043 | $458,043 |
| BARCLAYS PLC SR | $389,192 | $389,192 |
| BENCHMARK MORTGAGE TRUST | $389,505 | $389,505 |
| BERKSHIRE HATHAWAY ENERG | $288,701 | $288,701 |
| BLACKSTONE HOLDINGS FINA COMPANY | $208,269 | $208,269 |
| BLACKSTONE REG FINANCE COMPANY | $460,163 | $460,163 |
| BNP PARIBAS | $388,732 | $388,732 |
| BROADCOM INC SR | $384,820 | $384,820 |
| BROOKFIELD FINANCE INC COMPANY | $214,027 | $214,027 |
| CVS PASS THROUGH TRUST | $156,741 | $156,741 |
| CANADIAN PACIFIC RAILWAY COMPANY | $146,592 | $146,592 |
| CAPITAL ONE FINANCIAL CO | $299,034 | $299,034 |
| CAPITAL ONE FINANCIAL CO | $172,728 | $172,728 |
| CAPITAL ONE MULTI ASSET | $500,053 | $500,053 |
| CHARTER COMM OPT LLC/CAP | $349,349 | $349,349 |
| CITIGROUP INC SR | $240,607 | $240,607 |
| CITIGROUP INC SR | $240,292 | $240,292 |
| CITIGROUP COMMERCIAL MORTGAGE | $743,736 | $743,736 |
| CITIGROUP INC SR | $158,387 | $158,387 |
| COLUMBIA PIPELINES OPCO | $240,037 | $240,037 |
| COMCAST CORP COMPANY | $238,995 | $238,995 |
| CONSTELLATION SOFTWARE SR | $154,354 | $154,354 |
| DB MASTER FINANCE LLC | $352,772 | $352,772 |
| DTE ENERGY CO | $199,300 | $199,300 |
| DOMINION ENERGY INC | $229,955 | $229,955 |
| DUKE ENERGY FLORIDA LLC | $242,108 | $242,108 |
| ENERGY TRANSFER LP | $202,742 | $202,742 |
| ENTERPRISE PRODUCTS OPER COMPANY | $620,155 | $620,155 |
| EVERSOURCE ENERGY SR | $455,863 | $455,863 |
| EXELON CORP SR | $208,205 | $208,205 |
| FED HM LN POOL | $557,011 | $557,011 |
| FED HM LN POOL | $352,076 | $352,076 |
| FED HM LN POOL | $89,970 | $89,970 |
| FED HM LN POOL | $238,901 | $238,901 |
| FED HM LN POOL | $341,836 | $341,836 |
| FED HM LN POOL | $261,378 | $261,378 |
| FED HM LN POOL | $300,965 | $300,965 |
| FED HM LN POOL | $323,228 | $323,228 |
| FED HM LN POOL | $368,551 | $368,551 |
| FED HM LN POOL | $263,911 | $263,911 |
| FED HM LN POOL | $1,039,874 | $1,039,874 |
| FED HM LN POOL | $752,017 | $752,017 |
| FED HM LN POOL | $221,631 | $221,631 |
| FED HM LN POOL | $1,057,290 | $1,057,290 |
| FED HM LN POOL | $1,043,398 | $1,043,398 |
| FED HM LN POOL | $1,042,430 | $1,042,430 |
| FED HM LN POOL | $560,843 | $560,843 |
| FED HM LN POOL | $703,120 | $703,120 |
| FED HM LN POOL | $373,181 | $373,181 |
| FANNIE MAE FNR | $277,830 | $277,830 |
| FNMA POOL | $151,520 | $151,520 |
| FNMA POOL | $282,029 | $282,029 |
| FNMA POOL | $295,375 | $295,375 |
| FNMA POOL | $344,356 | $344,356 |
| FNMA POOL | $100,722 | $100,722 |
| FNMA POOL | $696,536 | $696,536 |
| FNMA POOL | $354,286 | $354,286 |
| FNMA POOL | $356,292 | $356,292 |
| FNMA POOL | $553,372 | $553,372 |
| FNMA POOL | $186,313 | $186,313 |
| FNMA POOL | $291,474 | $291,474 |
| FNMA POOL | $813,052 | $813,052 |
| FNMA POOL | $196,814 | $196,814 |
| FNMA POOL | $384,376 | $384,376 |
| FNMA POOL | $430,719 | $430,719 |
| FNMA POOL | $352,587 | $352,587 |
| FNMA POOL | $556,261 | $556,261 |
| FNMA POOL | $702,818 | $702,818 |
| FNMA POOL | $118,773 | $118,773 |
| FNMA POOL | $358,685 | $358,685 |
| FNMA POOL | $517,014 | $517,014 |
| FNMA POOL | $552,346 | $552,346 |
| FERGUSON FINANCE PLC COMPANY | $363,464 | $363,464 |
| FIRSTKEY HOMES 2020 TRUST | $179,737 | $179,737 |
| FIRSTKEY HOMES TRUST | $213,373 | $213,373 |
| FLATIRON CLO LTD | $250,000 | $250,000 |
| FLORIDA POWER | $379,737 | $379,737 |
| FORD MOTOR CREDIT CO LLC | $179,112 | $179,112 |
| FORD MOTOR CREDIT CO LLC | $362,659 | $362,659 |
| FOUNDRY JV HOLDCO LLC | $307,721 | $307,721 |
| GA GLOBAL FUNDING TRUST | $171,679 | $171,679 |
| GA GLOBAL FUNDING TRUST | $146,270 | $146,270 |
| GATX CORP SR | $320,856 | $320,856 |
| GNMA II POOL | $302,996 | $302,996 |
| GNMA II POOL | $629,958 | $629,958 |
| GENERAL MOTORS GFORT | $505,637 | $505,637 |
| GENERAL MOTORS FINL CO | $386,280 | $386,280 |
| GEN LUX SARL/GEN | $159,507 | $159,507 |
| GOLDMAN SACHS GROUP | $375,112 | $375,112 |
| GOVERNMENT NATIONAL MORTGAGE | $339,966 | $339,966 |
| HYUNDAI CAPITAL AMERICA | $76,209 | $76,209 |
| JPMBB COMMERCIAL MORTGAGE | $37,418 | $37,418 |
| JPMORGAN CHASE + CO | $583,860 | $583,860 |
| JPMORGAN CHASE + CO | $188,794 | $188,794 |
| JP MORGAN MORTGAGE TRUST | $174,611 | $174,611 |
| KKR GRP FIN CO | $378,276 | $378,276 |
| KUBOTA CREDIT OWNER TRUST | $565,835 | $565,835 |
| L3HARRIS TECH INC | $155,606 | $155,606 |
| LLOYDS BANKING GROUP | $218,825 | $218,825 |
| LOWE S COS | $288,297 | $288,297 |
| MMAF EQUIPMENT FINANCE LLC | $386,241 | $386,241 |
| MACQUARIE GROUP LTD | $396,928 | $396,928 |
| MASS MUTUAL LIFE | $133,514 | $133,514 |
| MERCEDES BENZ FIN COMPANY | $355,907 | $355,907 |
| MET TOWER GLOBAL | $220,821 | $220,821 |
| MET LIFE GLOB | $234,378 | $234,378 |
| MET LIFE GLOB | $355,642 | $355,642 |
| MITSUBISHI UFJ FIN | $200,732 | $200,732 |
| MORGAN STANLEY BANK | $250,360 | $250,360 |
| MORGAN STANLEY BAML TRUST | $1,318,011 | $1,318,011 |
| MORGAN STANLEY SR | $557,298 | $557,298 |
| MORGAN STANLEY CAPITAL TRUST | $198,589 | $198,589 |
| NXP BV/NXP FDG/NXP COMPANY | $384,580 | $384,580 |
| NEXTGEAR FLOORPLAN MASTER | $245,725 | $245,725 |
| NEXTGEAR FLOORPLAN MASTER | $380,074 | $380,074 |
| NORTHERN STATES PWR | $270,535 | $270,535 |
| NORTHROP GRUMMAN CORP | $140,463 | $140,463 |
| ORACLE CORP SR | $148,142 | $148,142 |
| PFS FINANCING CORP. | $304,252 | $304,252 |
| PNC FINANCIAL SERVICES | $554,329 | $554,329 |
| PALMER SQUARE CLO | $338,623 | $338,623 |
| PALMER SQUARE LOAN | $44,677 | $44,677 |
| PENSKE TRUCK LEASING/PTL | $355,229 | $355,229 |
| PG+E RECOVERY FND LLC | $331,939 | $331,939 |
| PROGRESS RESIDENTIAL TRUST | $311,308 | $311,308 |
| PROGRESS RESIDENTIAL TRUST | $405,181 | $405,181 |
| PROGRESS RESIDENTIAL TRUST | $89,358 | $89,358 |
| ROGERS COMMUNICATIONS IN COMPANY | $309,146 | $309,146 |
| RYDER SYSTEM INC | $353,630 | $353,630 |
| SEQUOIA MORTGAGE TRUST | $173,924 | $173,924 |
| SEQUOIA MORTGAGE TRUST | $198,822 | $198,822 |
| SIMON PROPERTY GROUP | $223,689 | $223,689 |
| SMALL BUSINESS ADMINISTRATION | $273,925 | $273,925 |
| SMALL BUSINESS ADMINISTRATION | $580,898 | $580,898 |
| SMALL BUSINESS ADMINISTRATION | $374,749 | $374,749 |
| SMALL BUSINESS ADMINISTRATION | $581,699 | $581,699 |
| SMALL BUSINESS ADMINISTRATION | $196,301 | $196,301 |
| SMALL BUSINESS ADMINISTRATION | $387,592 | $387,592 |
| SMALL BUSINESS ADMINISTRATION | $203,453 | $203,453 |
| SMALL BUSINESS ADMINISTRATION | $385,868 | $385,868 |
| SUBWAY FUNDING LLC | $163,973 | $163,973 |
| T MOBILE USA COMPANY | $381,884 | $381,884 |
| TACO BELL FUNDING, LLC | $275,257 | $275,257 |
| TRICON AMERICAN HOMES | $409,279 | $409,279 |
| TRUIST FINANCIAL CORP | $470,573 | $470,573 |
| VERIZON COMMUNICATIONS SR | $290,255 | $290,255 |
| VERISK ANALYTICS INC | $98,402 | $98,402 |
| VERIZON MASTER TRUST | $231,896 | $231,896 |
| VERIZON MASTER TRUST | $378,512 | $378,512 |
| VIRGINIA POWER FUEL | $250,824 | $250,824 |
| VOLKSWAGEN GROUP AMERICA COMPANY | $487,120 | $487,120 |
| WELLS FARGO COMMERCIAL | $247,596 | $247,596 |
| WENDYS FUNDING LLC | $130,377 | $130,377 |
| WHEELS FLEET LEASE LLC | $321,649 | $321,649 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Stock | ||
| Abb Ltd | $2,752,685 | $2,752,685 |
| Alibab Group Holding Ltd | $1,479,179 | $1,479,179 |
| Alimentation Couche-Tard Inc | $1,107,444 | $1,107,444 |
| Anhui Conch Cement Co, Ltd | $233,272 | $233,272 |
| Arch Capital Group Ltd | $2,929,157 | $2,929,157 |
| Associated British Foods PLC | $987,998 | $987,998 |
| Barry Callebaut AG REG | $928,658 | $928,658 |
| Berkeley Group Holdings | $532,151 | $532,151 |
| Brenntag SE | $1,283,862 | $1,283,862 |
| CapeGemini | $653,583 | $653,583 |
| CIE Financiere Richemont | $1,301,472 | $1,301,472 |
| CNH Industrial N.V. | $529,644 | $529,644 |
| Compass Group PLC | $1,705,651 | $1,705,651 |
| Danone SA | $2,831,864 | $2,831,864 |
| Diageo PLC | $582,394 | $582,394 |
| DSM Firmenich | $467,797 | $467,797 |
| Freseni Medical Care | $530,990 | $530,990 |
| Garmin, Ltd | $1,680,194 | $1,680,194 |
| Groupe Bruxelles Lambert SA | $596,676 | $596,676 |
| GRUMA,S.A.B. | $222,802 | $222,802 |
| Holcim, Ltd | $1,489,819 | $1,489,819 |
| HSBC Bank PLC | $1,095,369 | $1,095,369 |
| Koninklijke Philips N.V. | $2,306,905 | $2,306,905 |
| Lloyds Banking Group PLC | $1,283,329 | $1,283,329 |
| Nintendo Co., Ltd | $235,785 | $235,785 |
| Nokia Corp | $683,288 | $683,288 |
| Nokia OYJ | $400,788 | $400,788 |
| Novartis | $2,269,643 | $2,269,643 |
| Pearson | $929,372 | $929,372 |
| Pluxee | $483,193 | $483,193 |
| RELX PLC | $1,777,170 | $1,777,170 |
| Ryanair Holdings PLC | $139,397 | $139,397 |
| Safran SA | $1,702,349 | $1,702,349 |
| Samsung Electronics Co Ltd | $2,258,620 | $2,258,620 |
| Samsung Electronics Co Ltd | $321,230 | $321,230 |
| Sensata Technologies Holdings PLC | $484,158 | $484,158 |
| Seven & i Holdings Co Ltd | $661,691 | $661,691 |
| Sodexo | $364,835 | $364,835 |
| Sodexo | $19,935 | $19,935 |
| Sodexo SA | $253,630 | $253,630 |
| Suncor Energy Inc | $1,258,740 | $1,258,740 |
| Telefonica Brasil SA ADR | $235,039 | $235,039 |
| UBS GROUP | $2,154,479 | $2,154,479 |
| Unilever | $2,771,120 | $2,771,120 |
| Universal Music Group | $84,677 | $84,677 |
| Universal Music Group | $653,045 | $653,045 |
| Willis Towers Watson PLC | $1,589,380 | $1,589,380 |
| Receivable for Investments Sold, Net | $27,087,281 | $27,087,281 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $21,045,068 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $21,045,068 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (141 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Other Investments | FMV | ||
| U.S. Partnership - 1 | FMV | $458,050 | $458,050 |
| U.S. Partnership - 2 | FMV | $55,549,619 | $55,549,619 |
| U.S. Partnership - 3 | FMV | $5,014,641 | $5,014,641 |
| U.S. Partnership - 4 | FMV | $3,648,169 | $3,648,169 |
| U.S. Partnership - 5 | FMV | $3,365,724 | $3,365,724 |
| U.S. Partnership - 6 | FMV | $1,957,779 | $1,957,779 |
| U.S. Partnership - 7 | FMV | $32,546 | $32,546 |
| U.S. Partnership - 8 | FMV | $76,023 | $76,023 |
| U.S. Partnership - 9 | FMV | $2,529,923 | $2,529,923 |
| U.S. Partnership - 10 | FMV | $6,241,865 | $6,241,865 |
| U.S. Partnership - 11 | FMV | $16,893,224 | $16,893,224 |
| U.S. Partnership - 12 | FMV | $33,277,805 | $33,277,805 |
| U.S. Partnership - 13 | FMV | $621,066 | $621,066 |
| U.S. Partnership - 14 | FMV | $21,602,176 | $21,602,176 |
| U.S. Partnership - 15 | FMV | $5,046,296 | $5,046,296 |
| U.S. Partnership - 16 | FMV | $7,422,466 | $7,422,466 |
| U.S. Partnership - 17 | FMV | $13,802,842 | $13,802,842 |
| U.S. Partnership - 18 | FMV | $3,531,591 | $3,531,591 |
| U.S. Partnership - 19 | FMV | $1,717,121 | $1,717,121 |
| U.S. Partnership - 20 | FMV | $6,555,700 | $6,555,700 |
| U.S. Partnership - 21 | FMV | $33,670,288 | $33,670,288 |
| U.S. Partnership - 22 | FMV | $3,476,275 | $3,476,275 |
| U.S. Partnership - 23 | FMV | $7,773,026 | $7,773,026 |
| U.S. Partnership - 24 | FMV | $2,575,780 | $2,575,780 |
| U.S. Partnership - 25 | FMV | $3,423,479 | $3,423,479 |
| U.S. Partnership - 26 | FMV | $2,845,056 | $2,845,056 |
| U.S. Partnership - 27 | FMV | $8,057,073 | $8,057,073 |
| U.S. Partnership - 28 | FMV | $1,477,238 | $1,477,238 |
| U.S. Partnership - 29 | FMV | $2,995,286 | $2,995,286 |
| U.S. Partnership - 30 | FMV | $6,384,995 | $6,384,995 |
| U.S. Partnership - 31 | FMV | $6,674,344 | $6,674,344 |
| U.S. Partnership - 32 | FMV | $1,745,675 | $1,745,675 |
| U.S. Partnership - 33 | FMV | $24,480,966 | $24,480,966 |
| U.S. Partnership - 34 | FMV | $13,754,869 | $13,754,869 |
| U.S. Partnership - 35 | FMV | $49,832,087 | $49,832,087 |
| U.S. Partnership - 36 | FMV | $7,534,819 | $7,534,819 |
| U.S. Partnership - 37 | FMV | $21,978,878 | $21,978,878 |
| U.S. Partnership - 38 | FMV | $13,200,233 | $13,200,233 |
| U.S. Partnership - 39 | FMV | $6,469,859 | $6,469,859 |
| U.S. Partnership - 40 | FMV | $5,171,743 | $5,171,743 |
| U.S. Partnership - 41 | FMV | $7,329,539 | $7,329,539 |
| U.S. Partnership - 42 | FMV | $4,039,563 | $4,039,563 |
| U.S. Partnership - 43 | FMV | $50,274 | $50,274 |
| U.S. Partnership - 44 | FMV | $19,639,745 | $19,639,745 |
| U.S. Partnership - 45 | FMV | $33,680,155 | $33,680,155 |
| U.S. Partnership - 46 | FMV | $1,503,169 | $1,503,169 |
| U.S. Partnership - 47 | FMV | $15,284,294 | $15,284,294 |
| U.S. Partnership - 48 | FMV | $747,511 | $747,511 |
| U.S. Partnership - 49 | FMV | $4,217,112 | $4,217,112 |
| U.S. Partnership - 50 | FMV | $3,673,776 | $3,673,776 |
| U.S. Partnership - 51 | FMV | $3,894,951 | $3,894,951 |
| U.S. Partnership - 52 | FMV | $5,457,529 | $5,457,529 |
| U.S. Partnership - 53 | FMV | $1,424,139 | $1,424,139 |
| U.S. Partnership - 54 | FMV | $25,605,984 | $25,605,984 |
| U.S. Partnership - 55 | FMV | $6,427,225 | $6,427,225 |
| U.S. Partnership - 56 | FMV | $9,259,399 | $9,259,399 |
| U.S. Partnership - 57 | FMV | $4,512,379 | $4,512,379 |
| U.S. Partnership - 58 | FMV | $10,610,827 | $10,610,827 |
| U.S. Partnership - 59 | FMV | $51,781 | $51,781 |
| U.S. Partnership - 60 | FMV | $430,001 | $430,001 |
| U.S. Partnership - 61 | FMV | $1,213,153 | $1,213,153 |
| U.S. Partnership - 62 | FMV | $5,590,052 | $5,590,052 |
| U.S. Partnership - 63 | FMV | $3,002,757 | $3,002,757 |
| U.S. Partnership - 64 | FMV | $10,633 | $10,633 |
| U.S. Partnership - 65 | FMV | $134,075 | $134,075 |
| U.S. Partnership - 66 | FMV | $15,120,192 | $15,120,192 |
| U.S. Partnership - 67 | FMV | $7,806,762 | $7,806,762 |
| U.S. Partnership - 68 | FMV | $74,389 | $74,389 |
| U.S. Partnership - 69 | FMV | $1,039,270 | $1,039,270 |
| U.S. Partnership - 70 | FMV | $3,987,542 | $3,987,542 |
| U.S. Partnership - 71 | FMV | $1,102,405 | $1,102,405 |
| U.S. Partnership - 72 | FMV | $18,007,784 | $18,007,784 |
| U.S. Partnership - 73 | FMV | $2,763,134 | $2,763,134 |
| U.S. Partnership - 74 | FMV | $61,550,000 | $61,550,000 |
| U.S. Partnership - 75 | FMV | $2,427,294 | $2,427,294 |
| U.S. Partnership - 76 | FMV | $1,069,706 | $1,069,706 |
| U.S. Partnership - 77 | FMV | $26,449,914 | $26,449,914 |
| U.S. Partnership - 78 | FMV | $272,260 | $272,260 |
| U.S. Partnership - 79 | FMV | $5,203,702 | $5,203,702 |
| Non - U.S. Partnership - 1 | FMV | $31,115,323 | $31,115,323 |
| Non - U.S. Partnership - 2 | FMV | $63,449,283 | $63,449,283 |
| Non - U.S. Partnership - 3 | FMV | $32,754,757 | $32,754,757 |
| Non - U.S. Partnership - 4 | FMV | $59,830,675 | $59,830,675 |
| Non - U.S. Partnership - 5 | FMV | $1,968,906 | $1,968,906 |
| Non - U.S. Partnership - 6 | FMV | $4,002,623 | $4,002,623 |
| Non - U.S. Partnership - 7 | FMV | $17,290,391 | $17,290,391 |
| Non - U.S. Partnership - 8 | FMV | $32,501 | $32,501 |
| Non - U.S. Partnership - 9 | FMV | $785,425 | $785,425 |
| Non - U.S. Partnership - 10 | FMV | $1,410,544 | $1,410,544 |
| Non - U.S. Partnership - 11 | FMV | $201,204 | $201,204 |
| Non - U.S. Partnership - 12 | FMV | $8,753,493 | $8,753,493 |
| Non - U.S. Partnership - 13 | FMV | $5,281,874 | $5,281,874 |
| Non - U.S. Partnership - 14 | FMV | $11,667,858 | $11,667,858 |
| Non - U.S. Partnership - 15 | FMV | $5,984,397 | $5,984,397 |
| Non - U.S. Partnership - 16 | FMV | $5,172,238 | $5,172,238 |
| Non - U.S. Partnership - 17 | FMV | $3,687,820 | $3,687,820 |
| Non - U.S. Partnership - 18 | FMV | $2,453,678 | $2,453,678 |
| Non - U.S. Partnership - 19 | FMV | $13,522,887 | $13,522,887 |
| Non - U.S. Partnership - 20 | FMV | $2,939,029 | $2,939,029 |
| Non - U.S. Partnership - 21 | FMV | $48,539 | $48,539 |
| Non - U.S. Partnership - 22 | FMV | $3,535,281 | $3,535,281 |
| Non - U.S. Partnership - 23 | FMV | $16,497,956 | $16,497,956 |
| Non - U.S. Partnership - 24 | FMV | $2,644,973 | $2,644,973 |
| Non - U.S. Partnership - 25 | FMV | $9,856,702 | $9,856,702 |
| Non - U.S. Partnership - 26 | FMV | $1,893,677 | $1,893,677 |
| Non - U.S. Partnership - 27 | FMV | $1,242,590 | $1,242,590 |
| Non - U.S. Partnership - 28 | FMV | $51,884,415 | $51,884,415 |
| Non - U.S. Partnership - 29 | FMV | $46,771,840 | $46,771,840 |
| Non - U.S. Partnership - 30 | FMV | $4,456,402 | $4,456,402 |
| Non - U.S. Partnership - 31 | FMV | $5,800,904 | $5,800,904 |
| Non - U.S. Partnership - 32 | FMV | $503,837 | $503,837 |
| Non - U.S. Partnership - 33 | FMV | $34,295,666 | $34,295,666 |
| Non - U.S. Partnership - 34 | FMV | $1,144,707 | $1,144,707 |
| Non - U.S. Partnership - 35 | FMV | $6,122,263 | $6,122,263 |
| Non - U.S. Partnership - 36 | FMV | $18,549,117 | $18,549,117 |
| Non - U.S. Partnership - 37 | FMV | $5,814,887 | $5,814,887 |
| Non - U.S. Partnership - 38 | FMV | $14,046,044 | $14,046,044 |
| Non - U.S. Partnership - 39 | FMV | $10,059,872 | $10,059,872 |
| Non - U.S. Partnership - 40 | FMV | $915,306 | $915,306 |
| Non - U.S. Partnership - 41 | FMV | $2,604,235 | $2,604,235 |
| Non - U.S. Partnership - 42 | FMV | $1,137,435 | $1,137,435 |
| Non - U.S. Partnership - 43 | FMV | $5,986,407 | $5,986,407 |
| Non - U.S. Partnership - 44 | FMV | $3,372,971 | $3,372,971 |
| Non - U.S. Partnership - 45 | FMV | $6,697,016 | $6,697,016 |
| Non - U.S. Partnership - 46 | FMV | $24,404,038 | $24,404,038 |
| Non - U.S. Partnership - 47 | FMV | $20,306,406 | $20,306,406 |
| Non - U.S. Partnership - 48 | FMV | $3,549,424 | $3,549,424 |
| Non - U.S. Partnership - 49 | FMV | $708,558 | $708,558 |
| Non - U.S. Partnership - 50 | FMV | $643,638 | $643,638 |
| Non - U.S. Partnership - 51 | FMV | $2,148,389 | $2,148,389 |
| Non - U.S. Partnership - 52 | FMV | $42,272,479 | $42,272,479 |
| Non - U.S. Partnership - 53 | FMV | $3,858 | $3,858 |
| Non - U.S. Partnership - 54 | FMV | $6,554,563 | $6,554,563 |
| Non - U.S. Partnership - 55 | FMV | $9,997,457 | $9,997,457 |
| Non - U.S. Partnership - 56 | FMV | $3,141,994 | $3,141,994 |
| Non - U.S. Partnership - 57 | FMV | $1,481,598 | $1,481,598 |
| Non - U.S. Partnership - 58 | FMV | $14,968,870 | $14,968,870 |
| Non - U.S. Partnership - 59 | FMV | $15,517,271 | $15,517,271 |
| Non - U.S. Partnership - 60 | FMV | $42,441,394 | $42,441,394 |
| Non - U.S. Partnership - 61 | FMV | $9,187,987 | $9,187,987 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and fixtures | $1,058,077 | $391,214 | $666,863 | $666,863 |
| Improvements | $7,952,858 | $2,599,691 | $5,353,167 | $5,353,167 |
| Miscellaneous | $189,582 | $22,482 | $167,100 | $167,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $206,409 | LegalFeesAmt |
| Net Investment Income | $33,405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,789 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Landlord reimbursement | $36,268 | $36,458 | $36,458 |
| Taxes receivable | $1,656,128 | $1,103,319 | $1,103,319 |
| Payroll and Cobra receivable | $5,041 | $1,023 | $1,023 |
| ROU Asset | $15,920,645 | $14,574,518 | $14,574,518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SOFTWARE, MAINTENANCE AND PARTS | $469,985 | $45,104 | $399,381 |
| DUES | $114,709 | $3,640 | $111,085 |
| INSURANCE | $147,299 | $14,136 | $172,591 |
| NYS FILING FEE | $2,143 | $206 | $582 |
| OFFICE MANAGEMENT | $69,659 | $6,685 | $66,700 |
| PAYROLL SERVICES | $20,098 | $1,929 | $7,338 |
| TRAINING COURSES | $250,342 | $15,384 | $213,844 |
| COMMISSIONED SERVICES | $6,700 | $0 | $11,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $17,083 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,729,091 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $13,449,642 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Federal excise tax | $6,160,220 | $6,382,681 |
| Building Lease obligation | $17,216,040 | $15,793,035 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS - NON DCA | $2,712,458 | $78,419 | $0 | $2,778,121 |
| DCA - KNOWLEDGE SHARING & DISSEMINATION | $1,721,920 | $0 | $0 | $1,852,441 |
| DCA - PUBLIC POLICY | $668,089 | $0 | $0 | $709,169 |
| DCA - RESEARCH | $1,473,309 | $0 | $0 | $1,451,718 |
| DCA - TECHNICAL ASSISTANCE TO GRANTEES | $2,637,846 | $0 | $0 | $2,491,276 |
| INVESTMENT FEES | $1,350,056 | $5,148,481 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL UBIT & EXCISE TAXES | $1,587,712 | $0 |
| FOREIGN TAXES | $104,750 | $683,246 |
Comments