2025-11-14T14:00:20-06:00 2024-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2024-01-01 136151545 THE STARR FOUNDATION STAR 2129093600 399 PARK AVENUE 3RD FLOOR NEW YORK NY 10022 COURTNEY O'MALLEY PRESIDENT 2129093600 2025-11-15 1 0 MAGDALENA CZERNIAWSKI P00535099 2122013165 2025-11-13 2024 2025-03-06 01:10:19Z X 1560811767 X 100000 21204028 17948777 176115125 176396674 211452249 35843045 24911982 233262198 254313008 1089757 871806 217951 354327 283462 70865 671781 537425 473811 165805 82903 82903 6015220 5807782 207438 1051233 1004901 22895 88060 0 701267 561014 140253 37818 30254 7564 18735933 12652797 193101 28911201 21832344 1416781 73539744 73539720 102450945 21832344 74956501 130811253 232480664 36058442 340370199 340370199 673241289 497817005 618513469 541257693 516494979 600930032 2372804 1375788 1348583 997016 997016 1076 1051 1051 1251907083 1355680250 1560811767 0 0 X 1251907083 1355680250 0 0 0 0 1251907083 1355680250 1251907083 1355680250 1251907083 130811253 2056 1382720392 27040142 1355680250 LT CAPITAL GAINS FROM LIMITED PARTNERSHIPS P 11812433 11812433 11812433 ST CAPITAL GAINS FROM LIMITED PARTNERSHIPS P 1175646 1175646 1175646 SECTION 1231 GAIN P 99868 99868 99868 ST FROM SECURITIES P 17686655 17686655 17686655 LT FROM SECURITIES P 145599267 145599267 145599267 ST FROM SECURITIES NET P 0 0 LT FROM SECURITIES NET P 0 0 LT FROM SECURITIES P 34768492 34768492 34768492 ST FROM SECURITIES P 309888 309888 309888 211452249 3231481 0 3231481 0 3231481 1626096 0 1500000 0 3126096 X 0 105385 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 0 1 WWW.STARRFOUNDATION.ORG COURTNEY O'MALLEY PRESIDENT 2129093600 399 PARK AVENUE NEW YORK NY 10022 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MR EE MATTHEWS 399 PARK AVENUE NEW YORK NY 10022 DIRECTOR 1.00 0 0 0 MR HI SMITH 399 PARK AVENUE NEW YORK NY 10022 TREASURER & DIRECTOR 1.00 0 0 0 MR JW GREENBERG 399 PARK AVENUE NEW YORK NY 10022 BOARD CHAIRMAN & DIR. AS OF 03/19/24 1.00 0 0 0 MR MR GREENBERG 399 PARK AVENUE NEW YORK NY 10022 BOARD CHAIRMAN & DIR. THRU 03/19/24 5.00 0 0 0 MR S GREENBERG 399 PARK AVENUE NEW YORK NY 10022 DIRECTOR AS OF 03/19/24 1.00 0 0 0 MRS CP GREENBERG 399 PARK AVENUE NEW YORK NY 10022 DIRECTOR THRU 3/17/24 1.00 0 0 0 MS A OSEI 399 PARK AVENUE NEW YORK NY 10022 ASSISTANT VP 35.00 115713 47037 5904 MS COURTNEY O'MALLEY 399 PARK AVENUE NEW YORK NY 10022 PRESIDENT & DIRECTOR 35.00 467114 59275 3141 MS K GREENBERG 399 PARK AVENUE NEW YORK NY 10022 DIRECTOR AS OF 03/19/24 1.00 0 0 0 MS M LIVINGSTON 399 PARK AVENUE NEW YORK NY 10022 SENIOR VICE PRES. & CORP. SECRETARY 35.00 301889 95933 485 MS Y LUKONEN 399 PARK AVENUE NEW YORK NY 10022 ASSISTANT TREASURER & DIRECTOR OF FIN. 35.00 205041 78704 0 JOANNA BAGINSKI 399 PARK AVE NEW YORK NY 10022 BOOKKEEPER 35.00 102998 59089 473 CHRISTINE PENDLETON 399 PARK AVE NEW YORK NY 10022 EXECUTIVE ASSISTANT 35.00 100654 55604 1513 ALVIN ORTIZ 399 PARK AVE NEW YORK NY 10022 GRANTS ADMINISTRATIO 35.00 66471 24306 630 0 RFS OPCO LLC 45 ROCKEFELLER PLAZA 5TH FLOOR NEW YORK NY 10111 INVESTMENT ADVISORY SERVICES 1915788 GENERAL ATLANTIC SERVICE COMPANY 600 STEAMBOAT ROAD SUITE 105 GREENWICH CT 06830 INVESTMENT ADVISORY SERVICES 980518 KAYNE ANDERSON CAPITAL ADVISORS LP 2121 AVENUE OF THE STARS 9TH FLOOR LOS ANGELES CA 90067 INVESTMENT ADVISORY SERVICES 572252 LYRICAL ASSET MANAGEMENT LP 250 W 55TH STREET 37TH FLOOR NEW YORK NY 10019 INVESTMENT ADVISORY SERVICES 286952 NEUBERGER BERGMAN INVESTMENT ADVISERS LLC 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 INVESTMENT ADVISORY SERVICES 283981 7 0 321190378 26465916 1187393150 1535049444 0 0 1535049444 23025742 1512023702 75601185 75601185 3231481 3231481 72369704 0 72369704 0 72369704 74956501 0 74956501 72369704 0 0 28856853 20495834 19945710 69298397 74956501 0 0 0 72369704 2586797 0 0 71885194 0 0 0 0 0 0 28856853 43028341 20495834 19945710 2586797 X MS COURTNEY O'MALLEY PRESIDENT 399 PARK AVENUE NEW YORK NY 10022 2129093600 THERE IS NO APPLICATION FORM, BUT THE FOUNDATION EXPECTS PROPOSALS TO INCLUDE THE FOLLOWING: 1) COVER LETTER DESCRIBING THE ORGANIZATION AND SETTING FORTH THE TERMS OF THE PROPOSED GRANT; 2) BUDGET FOR THE PARTICULAR PROJECT FOR WHICH FUNDING IS SOUGHT; 3) LATEST AUDITED FINANCIAL STATEMENTS; 4) LIST OF OTHER MAJOR FINANCIAL SUPPORTERS, CURRENT OR ANTICIPATED; 5) LIST OF THE ORGANIZATION'S BOARD MEMBERS AND THEIR AFFILIATIONS, IF ANY; 6) MOST RECENT IRS DETERMINATION LETTER; 7) DETAILS OF OVERALL ADMINISTRATIVE EXPENSES INCLUDING THE SALARIES OF THE TOP FIVE EMPLOYEES; GENERALLY THE FOUNDATION WILL NOT FUND ORGANIZATIONS THAT SPEND MORE THAN 25% OF THEIR ANNUAL EXPENSES ON ADMINISTRATION AND FUNDRAISING; 8) OTHER INFORMATION MAY BE INCLUDED, BUT THE FOUNDATION PREFERS NOT TO RECEIVE VIDEOTAPES, DVDS, OR CDS. THERE ARE NO SUBMISSION DEADLINES; PROPOSALS ARE REVIEWED ON A ROLLING BASIS THROUGHOUT THE YEAR. GRANTS TO INDIVIDUALS ARE LIMITED TO THE FOUNDATION'S ON-GOING SCHOLARSHIP PROGRAM, THE C.V. STARR SCHOLARSHIP PROGRAM AVAILABLE TO STARR COMPANIES EMPLOYEES' CHILDREN. WITH RESPECT TO THIS PROGRAM, THERE ARE LIMITATIONS PERTAINING TO ELIGIBILITY REQUIREMENTS AND SIZE OF AWARDS. THE SIZE OF SCHOLARSHIP AWARDS DEPENDS ON FINANCIAL NEED. ALBERT H SMALL NORMANDY INSTITUTE INC 750 E PRATT ST STE 900 BALTIMORE MD 21202 PC GENERAL OPERATING SUPPORT 50000 AMERICAN HOSPITAL OF PARIS 63 BLVD VICTOR HUGO NEUILLYSURSEINE FR 92200 PC CAPITAL CAMPAIGN 5000000 APPEAL OF CONSCIENCE FOUNDATION 251 E 71ST STREET NEW YORK NY 10021 PC GENERAL OPERATING SUPPORT 10000 ARIZONA STATE UNIVERSITY FOUNDATION 1800 I ST NW 6TH FLOOR WASHINGTON DC 20006 PC MCCAIN INSTITUTE'S GLOBAL LEADERS PROGRAM 200000 ARIZONA STATE UNIVERSITY FOUNDATION 1800 I ST NW 6TH FLOOR WASHINGTON DC 20006 PC MCCAIN INSTITUTE'S IMPACT FUND 1000000 BARUCH COLLEGE ONE BERNARD BARUCH WAY NEW YORK DC 10010 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 100000 BREWSTER CENTRAL SCHOOL DISTRICT 30 FARM TO MARKET ROAD BREWSTER NY 10509 PC STARR SCHOLARSHIP PROGRAM FOR THE 2024/2025 YEAR 50000 BROWN UNIVERSITY OF PROVIDENCE DIVISION OF ADVANCEMENT BOX 1893 PROVIDENCE RI 02912 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 100000 CANDID 32 OLD SLIP 24TH FLOOR NEW YORK NY 10005 PC GENERAL OPERATING SUPPORT 25000 CHAPIN SCHOOL LTD 100 EAST END AVENUE NEW YORK NY 10028 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 100000 CHILDREN OF ARMENIA FUND INC 149 FIFTH AVENUE SUITE 500 NEW YORK NY 10010 PC GENERAL OPERATING SUPPORT 100000 CHINA GENERAL CHAMBER OF COMMERCE - USA 19 EAST 48TH STREET 3RD FLOOR NEW YORK NY 10017 PC GENERAL OPERATING SUPPORT 10000 CHOATE ROSEMARY HALL FOUNDATION INC 333 CHRISTIAN STREET PO BOX 5043 WALLINGFORD CT 06492 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 50000 CITY HARVEST INC 150 52ND STREET BROOKLYN NY 11232 PC CAPITAL CAMPAIGN 250000 CITY HARVEST INC 150 52ND STREET BROOKLYN NY 11232 PC GENERAL OPERATING SUPPORT 150000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 PC EMERGENCY MEAL DISTRIBUTION CENTER CAPITAL CAMPAIGN 250000 CORNELL UNIVERSITY (WEILL CORNELL MEDICINE) 1300 YORK AVENUE BOX 314 NEW YORK NY 10065 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 3000000 CORNELL UNIVERSITY (WEILL CORNELL MEDICINE) 1300 YORK AVENUE BOX 314 NEW YORK NY 10065 PC TRI-INSTITUTIONAL STEM CELL INITIATIVE, INVOLVING THE COLLABORATION OF WEILL CORNELL, ROCKFELLER UNIVERISTY AND MEMORIAL-SLOAN KETTERING 7000000 CORNELL UNIVERSITY (WEILL CORNELL MEDICINE) 1300 YORK AVENUE BOX 314 NEW YORK NY 10065 PC GENERAL OPERATING SUPPORT 6000 CORNELL UNIVERSITY (WEILL CORNELL MEDICINE) 1300 YORK AVENUE BOX 314 NEW YORK NY 10065 PC DEAN'S SPECIAL SCHOLARSHIP FUND 4000000 COUNCIL ON FOREIGN RELATIONS 58 EAST 68TH STREET NEW YORK NY 10065 PC RICHARD HAASS CENTER FOR EDUCATION 1000000 FRENCH-AMERICAN FOUNDATION 28 WEST 44TH STREET SUITE 912 NEW YORK NY 10036 PC GENERAL OPERATING SUPPORT 10000 FRIENDS OF NOTRE-DAME DE PARIS INC 1717 PENNSYLVANIA AVE NW SUITE 425 WASHINGTON DC 20006 PC REBUILDING OF NOTRE-DAME CATHEDRAL 1600000 GEORGETOWN UNIVERSITY 600 NEW JERSEY AVENUE NW WASHINGTON DC 20001 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 50000 GEORGIA STATE UNIVERSITY FOUNDATION 33 GLIMER STREET SE ATLANTA GA 30303 PC MAURICE R. GREENBERG SCHOOL OF RISK SCIENCE 2000000 GIVE2ASIA 2201 BROADWAY 4TH FLOOR OAKLAND CA 94612 PC QUALITY IMPROVEMENT FOR VILLAGE EARLY EDUCATION CENTERS IN DAMING COUNTY HEBEI PROVINCE 270000 HEBREW HOME FOR THE AGED AT RIVERDALE 5901 PALISADE AVENUE RIVERDALE NY 10471 PC 1:1 CHALLENGE GRANT IN SUPPORT OF THE RIVER'S EDGE CONTINUING CARE RETIREMENT COMMUNITY CAMPAIGN 100000 HEBREW HOME FOR THE AGED AT RIVERDALE 5901 PALISADE AVENUE RIVERDALE NY 10471 PC 1:1 CHALLENGE GRANT IN SUPPORT OF THE RIVER'S EDGE CONTINUING CARE RETIREMENT COMMUNITY CAMPAIGN 4900000 HOTCHKISS SCHOOL 11 INTERLAKEN ROAD LAKEVILLE CT 06039 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 100000 HUDSON INSTITUTE INC 1201 PENNSYLVANIA AVENUE NW SUITE 400 WASHINGTON DC 20004 PC GENERAL OPERATING SUPPORT 10000 INTERNATIONAL SCHOLARSHIP & TUITION SERVICES INC 40 BURTON HILLS BLVD SUITE 170 NASHVILLE TN 37215 PC ADMINISTRATION OF STARR SCHOLARSHIP PROGRAM 538655 JAPAN SOCIETY INC 333 EAST 47TH STREET NEW YORK NY 10017 PC GENERAL OPERATING SUPPORT 30000 JOE TORRE SAFE AT HOME FOUNDATION 55 WEST 39TH STREET SUITE 600 NEW YORK NY 10018 PC GENERAL OPERATING SUPPORT 10000 MCCARTER THEATER COMPANY 91 UNIVERSITY PLACE PRINCETON NJ 08540 PC GENERAL OPERATING SUPPORT 25000 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 PC CAPITAL CAMPAIGN 10000000 NATIONAL PHILANTHROPIC TRUST 140 EAST 45TH STREET NEW YORK NY 10017 PC PLURALISM ACCELERATOR FUND 250000 NEW YORK SHAKESPEARE FESTIVAL 425 LAFAYETTE STREET NEW YORK NY 10003 PC GENERAL OPERATING SUPPORT 25000 NEW YORK UNIVERSITY (SCHOOL OF LAW) 40 WASHINGTON SQUARE SOUTH NEW YORK NY 10012 PC ENDOWMENT 625000 NEW YORK UNIVERSITY (SCHOOL OF LAW) 40 WASHINGTON SQUARE SOUTH NEW YORK NY 10012 PC LOAN REPAYMENT ASSISTANCE PROGRAM FUND (LRAP) 500000 NEW YORK-PRESBYTERIAN FUND 850 THIRD AVENUE 12TH FLOOR NEW YORK NY 10022 PC CAPITAL CAMPAIGN 10000000 NORTH SHORE COUNTRY DAY SCHOOL 310 GREEN BAY ROAD WINNETKA IL 600934094 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 200000 PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION 3612 WOODLEY ROAD NW WASHINGTON DC 20016 PC C.V STARR SCHOLARSHIP FUND 100000 PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA 1200 NORTH QUAKER LANE ALEXANDRIA VA 22302 PC C.V STARR SCHOLARSHIP FUND 100000 RADICAL HOPE INC 9 STACEY CIRCLE CONCORD CT 01742 PC GENERAL OPERATING SUPPORT 250000 ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 100656399 PC WOMEN & SCIENCE PROGRAM 500000 ROGOSIN INSTITUTE INC 505 EAST 70TH STREET NEW YORK NY 10021 PC SAAL-GREENBERG FUND 5000000 SAINT ANN'S SCHOOL 129 PIERREPONT STREET BROOKLYN HEIGHTS NY 11201 PC MAURICE R. GREENBERG SCHOLARSHIP FUND 100000 SPENCE SCHOOL 22 EAST 91ST STREET NEW YORK NY 101280657 PC AUGMENT C.V STARR SCHOLARSHIP FUND 100000 ST JOHNS UNIVERSITY NEW YORK 101 ASTOR PLACE NEW YORK NY 10003 PC GENERAL OPERATING SUPPORT 10000 THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 434 GALVEZ MALL STANFORD CA 94305 PC HOOVER INSTITUTION ON WAR, REVOLUTION AND PEACE CENTER FOR THE REVITALIZATION OF AMERICAN INSTITUTIONS 5000000 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC ST. HILDA AND ST HUGH'S SCHOOL 50 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC THE JEWISH COMMUNITY CENTER IN MANHATTAN 125 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC PEAK GRANTMAKING 250 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC RIVERSIDE PARK CONSERVANCY 150 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC RIVERSIDE PARK CONSERVANCY 158 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC THE POSSIBILITY PROJECT 100 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC TSC ALLIANCE 125 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC TSC ALLIANCE 500 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC WELLESLEY COLLEGE 50 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC PAN-MASSACHUSETTS CHALLENGE 125 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC NIGHTINGALE-BAMFORD SCHOOL 200 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC BREARLEY SCHOOL 50 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC MISSISSIPPI CENTER FOR JUSTICE 125 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC BEST FRIENDS ANIMAL SOCIETY 27 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC WELLESLEY STUDENTS AID SOCIETY 750 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC CHRISTIAN CHURCH JOHN 3:16 1000 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC CLASSICAL THEATRE OF HARLEM 105 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC COLLEGIATE SCHOOL 500 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC CO-OP CITY SDA CHURCH 1200 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC CO-OP CITY SDA CHURCH 1000 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC CORJESU FOUNDATION 200 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC CORJESU FOUNDATION 300 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC DONORSCHOOSE 50 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC EPISCOPAL HIGH SCHOOL 500 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC FIRST GHANA SDA CHRUCH 500 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC FIRST GHANA SDA CHRUCH 500 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC FORDHAM UNIVERSITY 250 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC GREATER HOPE MINISTRY/ FERNWOOD FOUNDATION 100 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC HIGH WATCH ROCOVERY CENTER 250 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC MEMORIAL SLOAN-KETTERING CANCER CENTER 100 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH 100 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC MIDDLEBURY COLLEGE 250 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC NATION CATHEDRAL SCHOOL 250 THE STARR FOUNDATION MATCHING GRANTS PROGRAM 399 PARK AVE 3RD FLOOR NEW YORK NY 10022 PC WOMEN'S MEDIA CENTER 125 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 516 WEST 168TH STREET 3RD FLOOR NEW YORK NY 10032 PC PARKINSON'S DISEASE RESEARCH AT COLUMBIA UNIVERSITY'S IRVING MEDICAL CENTER 100000 US CHAMBER OF COMMERCE FOUNDATION 1615 H STREET NW WASHINGTON DC 20062 PC RENOVATION OF THE CHAMBER'S HISTORIC BUILDING ON LAFAYETTE PARK IN WASHINGTON, D.C. 3000000 YALE CHIEF EXECUTIVE LEADERSHIP INSTITUTE 101 CONSTITUTION AVENUE NW SUITE 825 EAST WASHINGTON DC 20001 PC PROGRAM SUPPORT 500000 YALE UNIVERSITY 333 CEDAR STREET NEW HAVEN CT 06510 PC MAURICE R. GREENBERG SCHOLARSHIP FUND IN SUPPORT OF DEBT-FREE EDUCATION FOR THE YALE SCHOOL OF MEDICINE 5000000 YALE-CHINA ASSOCIATION 442 TEMPLE STREET BOX 208223 NEW HAVEN CT 06520 PC GENERAL OPERATING SUPPORT 25000 YOUNG AUDIENCES ARTS FOR LEARNING 171 MADISON AVENUE SUITE 200 NEW YORK NY 10016 PC GENERAL OPERATING SUPPORT 50000 73539720 FRENCH-AMERICAN FOUNDATION 28 WEST 44TH STREET SUITE 912 NEW YORK NY 10036 PC GENERAL OPERATING SUPPORT 20000 HUDSON INSTITUTE INC 1201 PENNSYLVANIA AVENUE NW SUITE 400 WASHINGTON DC 20004 PC GENERAL OPERATING SUPPORT 20000 NEW YORK UNIVERSITY (SCHOOL OF LAW) 40 WASHINGTON SQUARE SOUTH NEW YORK NY 10012 PC LOAN REPAYMENT ASSISTANCE PROGRAM FUND (LRAP) 4500000 RADICAL HOPE INC 9 STACEY CIRCLE CONCORD CT 01742 PC GENERAL OPERATING SUPPORT 750000 ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK NY 100656399 PC WOMEN & SCIENCE PROGRAM 4500000 9790000 14 20407170 523000 10868949 18 25275586 523000 -258744 18 176352341 10610205 222035097 0 232645302 0 0 0 0 0 0 0 0 0 0 X X 1 MR KWIE DING WANG 283 AVENUE C APT 100 NEW YORK NY 10009 100000 X CBIZ ADVISORS LLC 165805 82903 82903 UBTI LT GAINS/LOSSES 2023-01 PURCHASED 2024-12 275185 COST 0 -275185 UBTI 1231 GAIN/LOSS 2023-01 PURCHASED 2024-12 22805 COST 0 22805 UBTI ST GAIN/LOSSES 2024-06 PURCHASED 2024-12 6364 COST 0 -6364 PUBLIC EQUITY 237115 398395 THIRD PARTY MANAGERS EQUITY 497579890 618115074 LIMITED PARTNERSHIP INTERESTS AT COST 516494979 600930032 EXCHANGE ACCOUNT 1076 1051 1051 K-1 BOOK TO TAX DIFFERENCES 56049 COST BASIS ADJUSTMENT 2553 LOSS ON IMPAIRMENT 26682952 BOOK TO TAX ADJUSTMENT RELATED TO FIXED ASSETS 298588 COMPUTERS & SOFTWARE 9455 0 9455 INSURANCE 158961 127169 31792 OFFICE EXPENSES 109345 87476 21869 LIMITED PARTNERSHIP CHARITABLE CONTRIBUTIONS 129213 0 129213 LIMITED PARTNERSHIP DEDUCTIONS RELATED TO PORTFOLIO INCOME 8386014 6720816 0 LIMITED PARTNERSHIP OTHER DEDUCITONS 9938530 5713693 0 LIMITED PARTNERSHIP SECITON 179 EXPENSE 3643 3643 0 MISCELLANEOUS 772 0 772 FOREIGN CURRENCY GAIN/LOSS -143211 -143211 -143211 LIMITED PARTNERSHIP OTHER INCOME 7482166 6672641 7482166 LIMITED PARTNERSHIP ROYALTY INCOME 134948 134948 134948 LIMITED PARTNERSHIP ORDINARY INCOME 439640 -806724 439640 LIMITED PARTNERSHIP DIVIDEND INCOME 7574038 7351956 7574038 LIMITED PARTNERSHIP INTEREST INCOME 20275678 11622586 20275678 MISC INCOME 79786 79786 79786 TAX EXEMPT INCOME 2056 EDUCATIONAL/COMPUTER/OTHER CONSULTANTS 204320 0 204320 ADP, INC 3118 0 3118 INVESTMENT FEES 6302 6302 0 0 0 0 RFS OPCO LLC 1915788 1915788 0 GENERAL ATLANTIC SERVICE COMPANY 980518 980518 0 KAYNE ANDERSON CAPITAL ADVISORS 572252 572252 0 LYRICAL ASSET MANAGEMENT LP 286952 286952 0 NEUBERGER BERGMAN INVESTMENT ADVISERS, LLC 283981 283981 0 HIGHCLERE INTERNATIONAL 85276 85276 0 JP MORGAN 588096 588096 0 MORGAN STANLEY 175 175 0 SILCHESTER INTERNATIONAL VALUE 507160 507160 0 CAMBRIDGE ASSOCIATES 52500 52500 0 COHEN & STEERS CAPITAL MANAGEMENT 208171 208171 0 GENEVA CAPITAL MANAGEMENT 189191 189191 0 LAZARD US EQUITY CONCENTRATED 92509 92509 0 STATE STREET CORPORATION 38911 38911 0 FEDERAL EXCISE TAXES 227 0 0 NYS TAXES & FILING FEES 1775 0 1775 STATE TAXES 22952 0 0 FOREIGN TAXES 396558 396558 0 LIMITED PARTNERSHIP FOREIGN TAXES DEDUCTIONS 523862 523862 0 TAX PENALTIES 258 0 0 PAYROLL TAXES 105601 84481 21120