SURDNA FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SURDNA FOUNDATION INC (EIN 13-6108163)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201831349349103048
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T15:46:59-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136108163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURDNA FOUNDATION INCBusinessNameLine1Txt
Business Name Line2ATT MARC DE VENOGEBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% MATTHEW WALEGIR CONTROLLERInCareOfNm
Business Name ControlSURDBusinessNameControlTxt
Phone2125570010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUE FL 25AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARC DE VENOGEPersonNm
Person TitlecfoPersonTitleTxt
Phone2125570010PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,004,624,942FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,241,288DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,760,626DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,058,450NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$70,919,704GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,403,792CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$77,502,820OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,118,574OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$89,802,558TotalRevAndExpnssAmt
Total Net Invst Incm$37,282,992TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,319,993CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$131,070CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,101,544CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,529,097OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,529,097OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,449,345PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$29,771PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,399,728PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$51,321LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$51,321LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$101,912AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$22,875AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$79,037AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,940,853OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,896,361OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,044,492OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$476,782TaxesRevAndExpnssAmt
Taxes Net Invst Incm$384,500TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$350,922DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$1,115,626OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$1,115,626OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$686,414TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$686,414TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$45,221PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$45,221PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$910,881OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,312,866OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$910,881OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,978,367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,828,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,912,040TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,644,465ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,001,465ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,622,832TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,828,764TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$46,913,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$33,179,726ExcessRevenueOverExpensesAmt
Net Investment Income$26,454,228NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,734,153SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,635,603SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,635,603SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$174,059PrepaidExpensesBOYAmt
Prepaid Expenses EOY$291,680PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$291,680PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$2,099,215USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,593,301USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,593,301USGovtObligationsEOYFMVAmt
Corporate Stock BOY$28,796,125CorporateStockBOYAmt
Corporate Stock EOY$49,043,357CorporateStockEOYAmt
Corporate Stock EOYFMV$49,043,357CorporateStockEOYFMVAmt
Other Investments BOY$879,536,517OtherInvestmentsBOYAmt
Other Investments EOY$914,765,899OtherInvestmentsEOYAmt
Other Investments EOYFMV$914,765,899OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,129,640LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,833,529LandBldgEquipAccumDeprecAmt
Land BOY$519,654LandBOYAmt
Land EOY$296,111LandEOYAmt
Land EOYFMV$296,111LandEOYFMVAmt
Other Assets BOY$4,641,754OtherAssetsBOYAmt
Other Assets EOY$5,998,991OtherAssetsEOYAmt
Other Assets EOYFMV$5,998,991OtherAssetsEOYFMVAmt
Total Assets BOY$947,501,477TotalAssetsBOYAmt
Total Assets EOY$1,004,624,942TotalAssetsEOYAmt
Total Assets EOYFMV$1,004,624,942TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,029,363AccountsPayableBOYAmt
Accounts Payable EOY$801,402AccountsPayableEOYAmt
Grants Payable BOY$21,742,000GrantsPayableBOYAmt
Grants Payable EOY$27,385,000GrantsPayableEOYAmt
Total Liabilities BOY$22,771,363TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,186,402TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$924,730,114UnrestrictedBOYAmt
Unrestricted EOY$976,438,540UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$924,730,114TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$976,438,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$947,501,477TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,004,624,942TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$924,730,114TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$33,179,726ExcessRevenueOverExpensesAmt
Other Increases$18,528,700OtherIncreasesAmt
Subtotal$976,438,540SubtotalAmt
Tot Net Ast Or Fund Balances EOY$976,438,540TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES$56,974,724$50,515,912$6,458,812$6,458,812
NET CAPITAL GAIN FROM PARTNERSHIPS$13,944,980$13,944,980$13,944,980
FieldValueIRS element (for citing)
Capital Gain Net Income$20,403,792CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$47,688,415AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$936,709,499NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050911DistributionYr1Rt
Adjusted Qlfy Distri Yr2$43,921,076AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$999,233,846NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043955DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,409,793AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$946,120,213NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05011DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,554,950AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$840,389,978NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049447DistributionYr4Rt
Adjusted Qlfy Distri Yr5$43,775,695AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$798,039,355NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054854DistributionYr5Rt
Total Distribution0.249277TotalDistributionRt
Average Distribution0.049855AverageDistributionRt
Net Vl Noncharitable Assets$956,120,769NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$47,667,401AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$264,542NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$47,931,943AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,468,185QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$264,542InvestmentIncomeExciseTaxAmt
Subtotal$264,542SubtotalAmt
Tax Based On Investment Income$264,542TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,467,448EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,467,448TotalPaymentsAndCreditsAmt
Overpayment$2,202,906OverpaymentAmt
Applied To ES Tax$2,202,906AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SURDNA.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW WALEGIR CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125570010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP HENDERSON
200 MADISON AVENUE FL 25NEW YORKNY10016PRESIDENT40.0$540,157$105,315$0
MARC DE VENOGE
200 MADISON AVENUE FL 25NEW YORKNY10016CFO AND ASSISTANT TREASURER40.0$436,899$99,235$0
ELIZABETH FADER
200 MADISON AVENUE FL 25NEW YORKNY10016VP PROGRAMS40.0$290,390$52,684$0
LETICIA PEGUERO
200 MADISON AVENUE FL 25NEW YORKNY10016EXECUTIVE DIRECTOR40.0$208,575$42,092$0
SHAWN ESCOFFERY
200 MADISON AVENUE FL 25NEW YORKNY10016PRGM DIR.- STRONG LOCAL ECON.40.0$192,483$40,106$0
JUDILIEE REED
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR. THRIVING CULTURES40.0$192,905$50,569$0
HELEN CHIN
200 MADISON AVENUE FL 25NEW YORKNY10016PRGM DIR -SUSTAINABLE ENVIRON.40.0$179,823$61,684$0
SHUAIB SIDDIQUI
200 MADISON AVENUE FL 25NEW YORKNY10016DIR. OF MISSION RELATED INVEST40.0$179,258$39,311$0
HARRIET BRAUNE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR OF COMMUNICATIONS40.0$97,067$38,875$0
GEORGE SOULE THRU 716
200 MADISON AVENUE FL 25NEW YORKNY10016COMMUNICATIONS DIRECTOR1.0$2,436$0$0
JOCELYN DOWNIE
200 MADISON AVENUE FL 25NEW YORKNY10016CHAIRPERSON1.0$0$0$0
PETER B BENEDICT II
200 MADISON AVENUE FL 25NEW YORKNY10016VICE CHAIRPERSON1.0$0$0$0
LAWRENCE SC GRIFFITH
200 MADISON AVENUE FL 25NEW YORKNY10016TREASURER/SECRETARY1.0$0$0$0
BRUCE ABERNETHY
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
JUDY BELK
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CARRA COTE-ACKAH
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
KELLY D NOWLIN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TRACY PALANDJIAN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
MICHAEL S SPENSLEY
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
GWEN WALDEN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JONATHAN GOLDBERG
200 MADISON AVENUE 25TH FLOORNEW YORKNY10016LEARN. & GRANTS DIR.40.0$220,254$58,884$0
MATTHEW WALEGIR
200 MADISON AVENUE 25TH FLOORNEW YORKNY10016CONTROLLER40.0$125,577$55,187$0
ALISON CORWIN
200 MADISON AVENUE 25TH FLOORNEW YORKNY10016PROGRAM OFFICER40.0$102,558$28,752$0
JESSICA GARZ
200 MADISON AVENUE 25TH FLOORNEW YORKNY10016PROGRAM OFFICER40.0$100,577$28,514$0
NEEMA MBONELA
200 MADISON AVENUE 25TH FLOORNEW YORKNY10016HR MANAGER40.0$95,110$27,807$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k10OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CAMBRIDGE ASSOCIATES
100 SUMMER STREETBOSTONMA02110INVEST. CONSULTING$1,734,585
THE NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675CUSTODIAL BANK$379,783
SILCHESTER
INVESTMENT MGMT.$231,3961 BURTON STREETLONDONUKW1J 6TL
SANDS CAPITAL MANAGEMENT
1101 WILSON BOULEVARD SUITE 2300ARLINGTONVA22209INVESTMENT MGMT.$174,289
IRIDIAN
276 POST ROAD WESTWESTPORTCT06880INVESTMENT MGMT.$132,143
FieldValueIRS element (for citing)
Contractor Paid Over50k10ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LOAN TO IMPACT AMERICA FUND (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description1Txt
Expenses1$671,351Expenses1Amt
Description2LOAN TO GREENLINE VENTURES (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description2Txt
Expenses2$407,619Expenses2Amt
All Other Program Rltd Invst Tot$348,331AllOtherProgramRltdInvstTotAmt
Total$1,427,301TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$288,186,938AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,928,132AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$644,565,914FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$970,680,984TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$970,680,984AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,560,215CashDeemedCharitableAmt
Net Vl Noncharitable Assets$956,120,769NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,806,038MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,806,038MinimumInvestmentReturnAmt
Tax Based On Investment Income$264,542TaxBasedOnInvestmentIncomeAmt
Total Tax$264,542TotalTaxAmt
Distributable Before Adj$47,541,496DistributableBeforeAdjAmt
Distributable Before Ded$47,541,496DistributableBeforeDedAmt
Distributable As Adjusted$47,541,496DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,913,505ExpensesAndContributionsAmt
Program Related Invst Total$1,427,301ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$127,379CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$48,468,185QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$264,542PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$48,203,643AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,541,496DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,564,051ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,019,579ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,376,116ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,666,516ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,626,262TotalExcessDistributionCyovAmt
Qualifying Distributions$48,468,185QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$47,541,496AppliedToCurrentYearAmt
Remaining Distri From Corpus$926,689RemainingDistriFromCorpusAmt
Total Corpus$9,552,951TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,564,051ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,988,900ExcessDistriCyovToNextYrAmt
Excess From Year4$1,019,579ExcessFromYear4Amt
Excess From Year3$1,376,116ExcessFromYear3Amt
Excess From Year1$1,666,516ExcessFromYear1Amt
Excess From Current Year$926,689ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSURDNA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1330 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125570010RecipientPhoneNum
Form And Info And MaterialsSURDNA FOUNDATIONS WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. HTTP://WWW.SURDNA.ORG/GRANTS/HOW-TO-APPLY.HTMLFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR LETTERS OF INQUIRY-LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH THE FOUNSubmissionDeadlinesTxt
Restrictions On AwardsSURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES, COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, STRONG LOCAL ECONOMIES AND THRIVING CULTURES. SURDNA SEEKS TO DISMANTLE THE STRUCTURAL BARRIERS THAT LIMIT OPPORTUNITY FOR MANY, HELPING TO CREATE COMMUNITIES THAT ARE PROSPEROUS, CULTURALLY ENRICHING, AND SUSTAINABLE. SEE SURDNA FOUNDATIONS WEBSITE FOR FURTHER DETAIL. HTTP://WWW.SURDNA.ORG/WHAT-WE-FUND/FUNDING-OVERVIEW.HTMLRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (401 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A Jewish Voice for Peace
1611 Telegraph Avenue Ste 1020OaklandCA94612No relationshipPCGeneral support$150
A Long Walk Home
1658 N Milwaukee Ave Suite 104ChicagoIL60647No relationshipPCGeneral support$12,092
ACCE Institute
3655 S Grand Ave Ste 250Los AngelesCA95112No relationshipPCGeneral support$60,000
ACLU Foundation
125 Broad St 18New YorkNY10004No relationshipPCGeneral support$5,000
Advocates for Children of New York
151 West 30th Street 5th FloorNew YorkNY10001No relationshipPCGeneral support$100
ALIGN the Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No relationshipPCGeneral support$15,000
Alliance for California Traditional Arts
744 P Street Suite 307FresnoCA93721No relationshipPCGeneral support$300,000
Alliance For Justice
Eleven Dupont Circle NW Suite 200WashingtonDC20036No relationshipPCGeneral support$75,000
Allied Media Projects
1426 Third AveDetroitMI48201No relationshipPCGeneral support$75,000
Alonzo King's LINES Ballet
26 Seventh StreetSan FranciscoCA94103No relationshipPCGeneral support$75,000
Alternate ROOTS
115 Martin Luther King Jr Dr SuiteAtlantaGA30303No relationshipPCGeneral support$100,000
American Conservation Film Festival
PO Box 889ShepherdstownWV25443No relationshipPCGeneral support$7,500
American Jewish Joint Distribution Committee
PO Box 4124New YorkNY10163No relationshipPCGeneral support$250
American Repertory Theatre
64 Brattle StCambridgeMA02138No relationshipPCGeneral support$3,000
American Sustainable Business Institute
1401 New York Ave NW Suite 122WashingtonDC20005No relationshipPCGeneral support$175,000
American Youth Policy Forum
1200 18th Street NW Suite 1200WashingtonDC20036No relationshipPCGeneral support$50,000
Amigos del Museo del Barrio Inc
1230 Fifth AvenueNew YorkNY10029No relationshipPCGeneral support$50,000
Amrita Performing Arts
8391 Beverly Boulevard 472Los AngelesCA90048No relationshipPCGeneral support$2,500
Anchorage Museum
625 C StreetAnchorageAK99501No relationshipPCGeneral support$50,000
Animal Welfare Society of Jefferson
PO Box 147Charles TownWV25414No relationshipPCGeneral support$2,500
Anti-Defamation League
605 Third AvenueNew YorkNY10158No relationshipPCGeneral support$10,000
Appalachian Mountain Club
5 Joy StreetBostonMA02108No relationshipPCGeneral support$10,000
Architects Designers and Planners for Social Respo
128 Burnside AveSan FrancsicoCA94131No relationshipPCGeneral support$100,000
Arizona Legal Women And Youth Services
24 W Camelback Road Box A335PhoenixAZ85013No relationshipPCGeneral support$50,000
Arizona State University Foundation
PO Box 2260TempeAZ852802260No relationshipPCGeneral support$50,000
ArtsEmerson
Emerson College 120 Boylston StreeBostonMA02116No relationshipPCGeneral support$50,000
AS220
95 Mathewson Street 204ProvidenceRI02903No relationshipPCGeneral support$75,000
Asian American Writers' Workshop
112 W 27th StreetNew YorkNY10001No relationshipPCGeneral support$175,000
Asian Arts Initiative
1219 Vine StreetPhiladelphiaPA19107No relationshipPCGeneral support$75,000
Aspen Institute
One Dupont Circle NWWashingtonDC20036No relationshipPCGeneral support$250,000
Association of Baltimore Area Grantmakers
2 East Read StreetBaltimoreMD21202No relationshipPCGeneral support$127,000
Astraea Foundation
116 East 16th Street 7th FloorNew YorkNY10003No relationshipPCGeneral support$800
AXIS Dance Company
1428 Alice St 200OaklandCA94612No relationshipPCGeneral support$150,000
B Lab Company
155 E Lancaster AveWaynePA19087No relationshipPCGeneral support$125,000
Bend International School
63020 OB Riley RoadBendOR97703No relationshipPCGeneral support$20,000
Bend Science Station
1027 NW Trenton AvenueBendOR97703No relationshipPCGeneral support$10,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral support$75,000
Bend's Community Center
1036 NE 5th StreetBendOR97701No relationshipPCGeneral support$10,000
Beth Chayim Chadashim
6090 W Pico BlvdLos AngelesCA90035No relationshipPCGeneral support$10,000
Better Together
2804 SW 6th StreetRedmondOR97756No relationshipPCGeneral support$10,000
Black Alliance for Just Immigration
660 Nostrand AvenueBrooklynNY11216No relationshipPCGeneral support$50,000
Blue Green Alliance Foundation
1300 Godward Street NE 2625MinneapolisMN55413No relationshipPCGeneral support$75,000
Board of Regents of the University of Wisconsin Sy
UW-Madison GAR AccountMilwaukeeWI532780538No relationshipPCGeneral support$150,000
Board of Trustees of the Leland Stanford Junior Un
561 Lomita DriveStanfordCA94305No relationshipPCGeneral support$80,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001No relationshipPCGeneral support$25,000
Bob Hoover Academy
265 San Benancio RdSalinasCA93908No relationshipPCGeneral support$5,000
Boston Arts Academy Foundation
174 Ipswich StreetBostonMA02215No relationshipPCGeneral support$10,000
Boston College - Office of University Advancement
140 Commonwealth AveChestnut HillMA02467No relationshipPCGeneral support$2,000
Boys & Girls Clubs of Boston
50 Congress St Suite 730BostonMA02109No relationshipPCGeneral support$2,000
Breakthrough New York
123 William StreetNew York CityNY10038No relationshipPCGeneral support$775
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA941095400No relationshipPCGeneral support$10,000
Bronx River Alliance
One Bronx River ParkwayBronxNY10462No relationshipPCGeneral support$130
Brooklyn Arts Exchange Inc
421 Fifth AveBrooklynNY11215No relationshipPCGeneral support$50,000
buildingcommunityWORKSHOP
416 S Ervay StreetDallasTX75201No relationshipPCGeneral support$100,000
Business Alliance for Local Living Economies
2323 BroadwayOaklandCA94612No relationshipPCGeneral support$125,000
Cal State East Bay Educational Foundation
25800 Carlos Bee BlvdHaywardCA91542No relationshipPCGeneral support$5,000
Camelback Ventures
643 Magazine Street Suite 206New OrleansLA70130No relationshipPCGeneral support$75,000
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral support$90,000
Campaign for Youth Justice
1220 L St NW Suite 605WashingtonDC20005No relationshipPCGeneral support$60,000
Center for Children's Law and Policy
1701 K Street NWWashingtonDC20006No relationshipPCGeneral support$80,000
Center for Civic Policy
PO Box 27616AlbuquerqueNE87125No relationshipPCGeneral support$100,000
Center for Cultural Innovation
244 S San Pedro St Suite 401Los AngelesCA90012No relationshipPCGeneral support$250,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral support$61,835
Center for Neighborhood Technology
2125 W North AvenueChicagoIL60647No relationshipPCGeneral support$175,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral support$385,000
Center for Social Inclusion
150 Broadway Suite 303New YorkNY10038No relationshipPCGeneral support$150,000
Center for Urban Pedagogy
232 Third Street D201BrooklynNY11215No relationshipPCGeneral support$75,000
Ceres Inc
99 Chauncy St 6th FloorBostonMA02111No relationshipPCGeneral support$75,000
CFLeads
PO Box 850819BraintreeMA02185No relationshipPCGeneral support$150,000
CGDCNY Inc
45 Ludlow StreetYonkersNY10701No relationshipPCGeneral support$40,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscassetME04578No relationshipPCGeneral support$10,000
Chicago United Inc
300 E Randolph StreetChicagoIL60601No relationshipPCGeneral support$125,000
Children's Aid Society
711 Third Avenue Suite 700New YorkNY10017No relationshipPCGeneral support$10,000
Children's Forest of Central Oregon
63095 Deschutes Market RoadBendOR97701No relationshipPCGeneral support$10,000
Children's Institute
2121 West Temple StLos AngelesCA90026No relationshipPCGeneral support$3,000
CHSMPA Inc
PO Box 36South OrangeNJ07079No relationshipPCGeneral support$1,500
Cincinnati USA Regional Chamber Foundation
3 East 4th Street Suite 200CincinnatiOH45202No relationshipPCGeneral support$300,000
Citizen Engagement Lab Education Fund
1330 Broadway Suite 300OaklandCA94612No relationshipPCGeneral support$150
City of New Orleans
1300 Perdido Street Suite 8E08New OrleansLA70112No relationshipPCGeneral support$50,000
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No relationshipPCGeneral support$200,000
Clinton Community Christian Corporation
2001 West Northside DriveClintonMS39056No relationshipPCGeneral support$80,000
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral support$75,000
Common Counsel Foundation
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral support$1,961,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No relationshipPCGeneral support$150,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral support$50,000
Community LIFT
119 S Court AvenueMemphisTN38103No relationshipPCGeneral support$200,000
COMPAS
75 Fifth Street West Suite 304Saint PaulMI55102No relationshipPCGeneral support$5,000
Connecticut Public Broadcasting
1049 Asylum AvenueHartfordCO061052411No relationshipPCGeneral support$5,000
Cookie Cart
1119 West Broadway AveMinneapolisMN55411No relationshipPCGeneral support$5,000
Cooper Union for the Advancement of Science & Art
30 Cooper Square 8th FloorNew YorkNY10003No relationshipPCGeneral support$25,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral support$75,000
Coro New York Leadership Center
42 Broadway 18th FloorNew YorkNY100041617No relationshipPCGeneral support$75,000
Corona Youth Music Project Inc
155 West 68th Street 1931New YorkNY10023No relationshipPCGeneral support$100
Council on Foundations
2121 Crystal Drive Suite 700ArlingtonVA22202No relationshipPCGeneral support$10,000
Cristo Rey Boston High School
100 Savin Hill AvenueBostonMA02125No relationshipPCGeneral support$1,000
Culver Educational Foundation
1300 Academy Road 153CulverIN46511No relationshipPCGeneral support$20,000
CUNY Graduate School of Journalism Foundation Inc
219 W 40th StreetNew YorkNY10018No relationshipPCGeneral support$35,000
Danspace Projects
131 East 10th StreetNEW YORKNY10003No relationshipPCGeneral support$1,000
Deep Center
Box 5582SavannahGA31414No relationshipPCGeneral support$50,000
Democracy at Work Institute
1904 Franklin St Suite 400OaklandCA94612No relationshipPCGeneral support$250,000
Democracy Collaborative Foundation
1422 Euclid Avenue Suite 616ClevelandOH44415No relationshipPCGeneral support$150,000
Desis Rising Up & Moving
72-18 Roosevelt AvenueJackson HeightsNY11372No relationshipPCGeneral support$100
Didtechnology Inc
50 Hurt Plaza SE Suite 1610AtlantaGA30303No relationshipPCGeneral support$150,000
Disability Rights International
1666 Connecticut Avenue NWWashingtonDC20009No relationshipPCGeneral support$500
Documentary Educational Resources
101 Morse StreetWatertownMA02472No relationshipPCGeneral support$75,000
Docutribe
200 East 90th Street 8FNew YorkNY10128No relationshipPCGeneral support$8,000
Dudley Street Neighborhood Initiative
550 Dudley StreetRoxburyMA02119No relationshipPCGeneral support$75,000
Earth Island Institute-Food Shift
2150 Allston Way Suite 460BerkeleyCA947041375No relationshipPCGeneral support$2,500
East Bay Childrens Law Offices Incorporated
7700 Edgewater Drive Suite 210OaklandCA94621No relationshipPCGeneral support$25,000
Eastern Market Corporation
2934 Russell StreetDetroitMI48207No relationshipPCGeneral support$150,000
Echoing Green Foundation
462 7th AveNew YorkNY10018No relationshipPCGeneral support$250
EcoDistricts
1223 SW Washington St Suite 200PortlandOR97205No relationshipPCGeneral support$195,000
Ecologistics Inc-Youth Philanthropy Connect
4349 Old Santa Fe Road 5San Luis ObispoCA93401No relationshipPCGeneral support$5,000
Economic Policy Institute
1225 Eye St NW Suite 600WashingtonDC20005No relationshipPCGeneral support$150,000
Edible Schoolyard Project
1517 Shattuck AvenueBerkeleyCA94709No relationshipPCGeneral support$2,500
Education Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral support$50,000
Educational Resources - The Miami Valley School
5151 Denise DriveDaytonOH45429No relationshipPCGeneral support$5,000
EdVestors
140 Clarendon StBostonMA02116No relationshipPCGeneral support$4,000
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$150,000
Ella Baker Center for Human Rights
1970 Broadway Suite 1125OaklandCA94612No relationshipPCGeneral support$50,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NWWashingtonDC20036No relationshipPCGeneral support$150,000
Energy Programs Consortium
PO Box 42655WashingtonDC20015No relationshipPCGeneral support$35,000
Eno Center for Transportation
1710 Rhode Island Avenue NW SuiteWashingtonDC20036No relationshipPCGeneral support$75,000
Enterprise Center
4548 Market StreetPhiladelphiaPA19139No relationshipPCGeneral support$200,000
Enterprise Community Partners
111000 Broken Land Parkway Suite 7ColumbiaMD21044No relationshipPCGeneral support$100,000
Environmental Defense Fund
257 Park Avenue SouthNew YorkNY10010No relationshipPCGeneral support$15,000
Environmental Learning Center
255 Live Oak DriveVero BeachFL32963No relationshipPCGeneral support$5,000
Episcopal Academy
Alumni and Development OfficeNewtown SquarePA19073No relationshipPCGeneral support$50,000
Everglades Foundation
18001 Old Cutler Road 625Palmetto BayFL33157No relationshipPCGeneral support$10,000
Fair Food Network
205 E Washington St Suite BAnn ArborMI48104No relationshipPCGeneral support$75,000
Fair Work Center
5308 Martin Luther King Jr Way SSeattleWA98118No relationshipPCGeneral support$60,000
Family Promise Metrowest
PO Box 847NatickMA01760No relationshipPCGeneral support$500
Farm Education Inc
816 Barnum StreetSheffieldMA01257No relationshipPCGeneral support$500
Farm Fresh Rhode Island
1005 Main St 8130PawtucketRI02860No relationshipPCGeneral support$75,000
Firelight Media Inc
324 Convent AvenueNew YorkNY10031No relationshipPCGeneral support$75,000
First Peoples Fund
706 West BoulevardRapid CitySD57701No relationshipPCGeneral support$200,000
Flynn Center for the Performing Arts
153 Main StreetBurlingtonVT05401No relationshipPCGeneral support$80,000
Foundation Center
32 Old SlipNew YorkNY10005No relationshipPCGeneral support$25,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$480,000
Foundation for MetroWest
3 Eliot StNatickMA01760No relationshipPCGeneral support$6,000
Fractured Atlas Productions
248 W 35th St 10th FloorNew YorkNY10001No relationshipPCGeneral support$100,000
Franklin and Eleanor Roosevelt Institute
570 Lexington Ave 5th FloorNew YorkNY10022No relationshipPCGeneral support$50,000
Friends School of Baltimore
5114 North Charles StreetBaltimoreMD212102096No relationshipPCGeneral support$500
Fund for the City of New York-New American Leaders
121 Avenue of the AmericasNew YorkNY100131590No relationshipPCGeneral support$170,000
Funders' Network for Smart Growth and Livable Comm
1500 San Remo AvenueCoral GablesFL33146No relationshipPCGeneral support$430,000
Getting Out and Staying Out Inc
75 East 116th StreetNew YorkNY10029No relationshipPCGeneral support$50,000
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral support$50,000
Global Philanthropy Partnership
1916 N Mohawk Street Apt 7ChicagoIL60614No relationshipPCGeneral support$500,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral support$275,000
Good Work Network
2028 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral support$220,000
Grantmakers for Effective Organizations
1725 DeSales St NW 404WashingtonDC20036No relationshipPCGeneral support$80,000
Grantmakers in the Arts
522 Courtlandt AveBronxNY104515008No relationshipPCGeneral support$25,000
Grants Managers Network
1666 K Street NW Suite 440WashingtonDC20006No relationshipPCGeneral support$5,200
Grassroots Global Justice
7000 Carroll Ave Suite 200Takoma ParkMD20912No relationshipPCGeneral support$75,000
Greenlining Institute
360 14th Street 2nd FloorOaklandCA94602No relationshipPCGeneral support$100,000
Griot Theatre of the West Valley
PO Box 2449WinnetkaCA91396No relationshipPCGeneral support$15,000
Groundswell Community Mural Project
540 President StreetBrooklynNY11215No relationshipPCGeneral support$50,000
Groundwork USA
22 Main StreetYonkersNY10701No relationshipPCGeneral support$100,000
Guthrie Center
2 Van Deusenville RoadGreat BarringtonMA02130No relationshipPCGeneral support$100
Harlem valley Rail Trail Association
PO Box 356MillertonNY12546No relationshipPCGeneral support$9,000
Harvard Business School Association of Northern Ca
1259 El Camino Real 242Menlo ParkCA94025No relationshipPCGeneral support$2,500
Headwaters Foundation for Justice
2801 21st Avenue SouthMinneapolisMN55407No relationshipPCGeneral support$5,000
Heart of Los Angeles Youth
2701 Wilshire Blvd Suite 100Los AngelesCA90057No relationshipPCGeneral support$175,000
Hedgebrook Foundation
POB 1231FreelandWA98249No relationshipPCGeneral support$8,000
Hennepin Theater Trust
Nicollet Mall 615MinneapolisMN55403No relationshipPCGeneral support$5,000
Hester Street Collaborative
113 Hester StreetNew YorkNY10002No relationshipPCGeneral support$125,000
Hill School
860 Beech StreetPottstownPA19464No relationshipPCGeneral support$10,000
Hobe Sound Community Chest
PO Box 511Hobe SoundFL33475No relationshipPCGeneral support$5,000
Hope Chest for Breast Cancer Foundation
3850 Shoreline DrWayzataMN55391No relationshipPCGeneral support$5,000
Ifetayo Cultural Arts Academy Inc
495 Flatbush AvenueBrooklynNY11225No relationshipPCGeneral support$100,000
Independent Sector
1602 L Street NWWashingtonDC20036No relationshipPCGeneral support$25,000
Inner City Advisors
2335 Broadway Suite 102OaklandCA94612No relationshipPCGeneral support$150,000
Inquiring Systems Inc-Southeast African American F
PO Box 2037SonomaCA95476No relationshipPCGeneral support$50,000
Insight Center for Community Economic Development
1999 Harrison Street Suite 1800OaklandCA94612No relationshipPCGeneral support$50,000
Institute of Contemporary Art
25 Harbor Shore DriveBostonMA02210No relationshipPCGeneral support$80,000
Interise
197 Portland StreetBostonMA02114No relationshipPCGeneral support$250,000
International House
500 Riverside DriveNew YorkNY100273916No relationshipPCGeneral support$2,500
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral support$350,000
Islamic Relief USA
PO Box 22250AlexandriaVA22304No relationshipPCGeneral support$1,160
Jacob Burns Film Center
405 Manville RoadPleasantvilleNY10570No relationshipPCGeneral support$200
Jazz at Lincoln Center
3 Columbus CircleNew YorkNY10019No relationshipPCGeneral support$100,000
Jefferson County Historical Society
228 Washington StreetWatertownNY13601No relationshipPCGeneral support$3,000
Jobs For The Future
88 Broad St 8th FloorBostonMA02110No relationshipPCGeneral support$100,000
Jobsfirstnyc
11 Park Place Suite 1602New YorkNY10007No relationshipPCGeneral support$75,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No relationshipPCGeneral support$1,200,000
Johns Hopkins University - Depart of Gynecology
Johns Hopkins HospitalBaltimoreMD21287No relationshipPCGeneral support$130,000
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No relationshipPCGeneral support$1,206,000
Junebug Productions Inc
1024 Elysian Fields AvenueNew OrleansLA70117No relationshipPCGeneral support$50,000
Just in Time for Foster Youth
PO Box 81292San DiegoCA92138No relationshipPCGeneral support$50,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No relationshipPCGeneral support$250,000
Kairos Alive
4316 Upton Avenue South 206MinneapolisMN55305No relationshipPCGeneral support$5,000
Kentucky Coalition
PO Box 1450LondonKY40743No relationshipPCGeneral support$150,000
Kiva MicroFunds
875 Howard Street Suite 340San FranciscoCA94103No relationshipPCGeneral support$230,000
Kol Tzedek
Calvary Center for Community and CuPhiladelphiaPA19143No relationshipPCGeneral support$108
Kounkuey Design Initiative
309 E 8th Street 205Los AngelesCA90014No relationshipPCGeneral support$150,000
Lambda Legal Defense and Education Fund Inc
120 Wall StreetNew YorkNY100053904No relationshipPCGeneral support$5,000
Laundromat Project
127 West 127th StreetNew YorkNY10027No relationshipPCGeneral support$75,000
Lawyers Alliance for New York
171 Madison Avenue 6th FloorNew YorkNY10016No relationshipPCGeneral support$500
LeadersUp
2401 Elliott Avenue Suite 375SeattleWA98121No relationshipPCGeneral support$100,000
Litchfield Education Foundation
PO Box 874LitchfieldCT06759No relationshipPCGeneral support$10,000
Litchfield Hills Rowing Club
PO Box 42LitchfieldCO06759No relationshipPCGeneral support$1,000
Living Cities
1040 Avenue of the Americas Fl 17New YorkNY10018No relationshipPCGeneral support$500,000
Local Initiatives Support Corporation New York Cit
501 7th Ave 7th FloorNew YorkNY10018No relationshipPCGeneral support$95,000
Lorraine Civil Rights Museum Foundation
450 Mulberry StMemphisTN38103No relationshipPCGeneral support$200,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No relationshipPCGeneral support$350,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No relationshipPCGeneral support$50,000
Louisiana Center for Children's Rights
1100-B Milton StreetNew OrleansLA70122No relationshipPCGeneral support$180,000
LULAC Institute
1133 19th Street NW Suite 1000WashingtonDC20036No relationshipPCGeneral support$5,000
MacPhail Center for Music
501 South Second StreetMinneapolisMN554012383No relationshipPCGeneral support$5,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral support$135,000
Maria Seymour Brooker Memorial
157 Litchfield StTorringtonCT06790No relationshipPCGeneral support$5,500
Marlborough School
250 South Rossmore AvenueLos AngelesCA90004No relationshipPCGeneral support$10,000
Marwen Foundation
833 N Orleans StreetChicagoIL60610No relationshipPCGeneral support$60,000
Maryland Institute College of Art
1300 W Mt Royal AvenueBaltimoreMD21217No relationshipPCGeneral support$200,000
Mass Mentoring Partnership
75 Kneeland St 11th FloorBostonMA02111No relationshipPCGeneral support$5,000
Massachusetts Institute of Technology
77 Massachusetts Avenue Room 9-238CambridgeMA02139No relationshipPCGeneral support$74,975
Massachusetts Museum of Contemporary Art Found
1040 MASS MoCA WayNorth AdamsMA01247No relationshipPCGeneral support$50,000
MassArt Foundation-Massachusetts College of Art
621 Huntington AvenueBostonMA02115No relationshipPCGeneral support$75,000
Meridian Institute
PO Box 1829DillonCO80435No relationshipPCGeneral support$50,000
Metropolitan Economic Development Association
250 Second Avenue South Suite 106MinneapolisMN55401No relationshipPCGeneral support$150,000
Michigan State University College of Veterianry
Veterinary Medical CenterEast LansingMI48824No relationshipPCGeneral support$8,000
Milton Academy
170 Center StreetMiltonMA02186No relationshipPCGeneral support$10,000
Minneapolis Institute of Arts
2400 Third Avenue SouthMinneapolisMN55404No relationshipPCGeneral support$35,000
Minnesota Landscape Arboretum Foundation
3675 Arboretum DriveChaskaMN55318No relationshipPCGeneral support$5,000
Mississippi State University-Gulf Coast Community
449 Hardy Rd 133 Etheredge HallMississippi StateMS39762No relationshipPCGeneral support$75,000
More Than Words
376 Moody StreetWalthamMA02453No relationshipPCGeneral support$100,500
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$100,000
Movement Strategy Center-Climate Justice Alliance
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$100,000
Movement Strategy Center-National Black Worker Cen
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$145,000
Ms Foundation for Women
12 MetroTech Center 26th FloorBrooklynNY11201No relationshipPCGeneral support$100,250
NAACP Legal Defense and Education Fund
c/o LDF DevelopmentNew YorkNY10005No relationshipPCGeneral support$5,000
National Association for Latino Community Asset
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral support$325,000
National Association of Latino Arts and Culture
1208 Buena VistaSan AntonioTX78207No relationshipPCGeneral support$150,000
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006No relationshipPCGeneral support$105,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral support$70,000
National Domestic Workers Alliance
395 Hudson Street 4th FloorNew YorkNY10014No relationshipPCGeneral support$225,500
National Employment Law Project
75 Maiden Lane Suite 601New YorkNY10038No relationshipPCGeneral support$175,000
National Juvenile Justice Network
PO Box 43740WashingtonDC20010No relationshipPCGeneral support$75,150
National League of Cities Institute Inc
1301 Pennsylvania Avenue NW SuiWashingtonDC20004No relationshipPCGeneral support$350,000
National Parks Conservation Association
450 N Park Road Suite 301HollywoodFL33021No relationshipPCGeneral support$5,000
National Performance Network
1024 Elysian Fields AvenueNew OrleansLA70117No relationshipPCGeneral support$30,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011No relationshipPCGeneral support$270,000
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612No relationshipPCGeneral support$205,000
Neighborhood Story Project
PO Box 19742New OrleansLA70179No relationshipPCGeneral support$150,000
NEO Philanthropy Inc-Blackbird
45 West 36th Street 6th FlrNew YorkNY10018No relationshipPCGeneral support$100,000
New America Foundation-OpportunityWork
740 15th St NW Suite 900WashingtonDC20005No relationshipPCGeneral support$100,000
New Florida Majority Education Fund
8330 Biscayne BlvdMiamiFL33138No relationshipPCGeneral support$100
New Jersey Future
16 W Lafayette StTrentonNJ08608No relationshipPCGeneral support$180,000
New Mexico Child Advocacy Networks
625 Silver Ave SW Suite 345AlbuquerqueNE87102No relationshipPCGeneral support$50,000
New Venture Fund
1201 Connecticut Ave NW 300WashingtonDC20036No relationshipPCGeneral support$910,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No relationshipPCGeneral support$90,000
New York Foundation
10 East 34th StreetNew YorkNY10016No relationshipPCGeneral support$150,000
New York Immigration Coalition
137-139 West 25th Street 12th FlooNew YorkNY100017277No relationshipPCGeneral support$200
New York Public Radio
Attn Membership DepartmentNew YorkNY10013No relationshipPCGeneral support$240
New York University
Office of Gift AdministrationNew YorkNY100121119No relationshipPCGeneral support$2,600
NewCorp Inc
2924 St Bernard AvenueNew OrleansLA70119No relationshipPCGeneral support$150,000
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No relationshipPCGeneral support$350,000
Nexus Community Partners
2314 University Ave Suite 18St PaulMN55114No relationshipPCGeneral support$150,000
No One Left Behind
PO Box 3641MerrifieldVA22116No relationshipPCGeneral support$500
Nonprofit Knowledge Works
1600 Constance StNew OrleansLA70130No relationshipPCGeneral support$125,000
Nonprofits Assistance Fund
2801 21st Avenue SouthMinneapolisMN55407No relationshipPCGeneral support$150,000
Norristown Men of Excellence Inc
PO Box 226NorristownPA19404No relationshipPCGeneral support$250
North Shore Animal League America
25 Davis AvenuePort WashingtonNY11050No relationshipPCGeneral support$250
North Star Fund
520 Eighth Avenue Suite 1800New YorkNY10018No relationshipPCGeneral support$350
Northwest Connecticut Community Foundation
32 City Hall Ave PO Box 1144TorringtonCT06790No relationshipPCGeneral support$10,000
One America
1225 S Weller Street Suite 430SeattleWA98146No relationshipPCGeneral support$50,000
Opa-locka Community Development Corporation Inc
490 Opa-locka Boulevard Suite 20OpalockaFL33054No relationshipPCGeneral support$150,000
PACE Center for Girls Inc
1 West Adams Street Suite 301JacksonvilleFL32202No relationshipPCGeneral support$90,000
Pan Massachusetts Challenge Trust
PO Box 415590BostonMA024415590No relationshipPCGeneral support$13,500
Pangea World Theater
711 West Lake Street Suite 101MinneapolisMN55408No relationshipPCGeneral support$75,000
Partnership for Southern Equity
100 Peachtree St NE Ste 1960AtlantaGA30303No relationshipPCGeneral support$50,000
Partnership for Working Families
1939 Harrison St Suite 150OaklandCA94612No relationshipPCGeneral support$85,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral support$100,000
People United for Sustainable Housing Inc
271 Grant StreetBuffaloNY14213No relationshipPCGeneral support$115,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral support$175,000
Perseverance Theatre
914 Third StreetDouglasAK99824No relationshipPCGeneral support$25,000
Philadelphia Mural Arts Advocates
1729 Mount Vernon StreetPhiladelphiaPA19130No relationshipPCGeneral support$185,000
Phipps Neighborhoods
902 BroadwayNew YorkNY10010No relationshipPCGeneral support$70,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No relationshipPCGeneral support$75,000
Picture the Homeless
104 E126th St StorefrontNew YorkNY10035No relationshipPCGeneral support$40,000
PIDC Community Capital
1500 Market Street Suite 2600 WestPhiladelphiaPA19102No relationshipPCGeneral support$150,000
Pittsburgh United
841 California Avenue 3rd FloorPittsburghPA15212No relationshipPCGeneral support$125,000
Planned Parenthood Federation of America
123 William Street 10th FloorNew YorkNY10038No relationshipPCGeneral support$20,350
PolicyLink
1438 Webster StOaklandCA94612No relationshipPCGeneral support$460,000
Positive Futures Network (YES)
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No relationshipPCGeneral support$125,000
PowerMyLearning
580 8th Avenue 10th FloorNew YorkNY10018No relationshipPCGeneral support$3,550
President and Fellows of Harvard College
Harvard College FundCambridgeMA02138No relationshipPCGeneral support$30,000
Pro Publica
155 Avenue of the Americas 13th FlNew YorkNY10013No relationshipPCGeneral support$100
Project Row Houses
2521 Holman StreetHoustonTX77004No relationshipPCGeneral support$150,000
Project South
9 Gammon AveAtlantaGA30315No relationshipPCGeneral support$100,000
Public Advocates
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral support$150,000
Puente Human Rights Movement
1937 West Adams StreetPhoenixAZ85009No relationshipPCGeneral support$40,000
Quail Valley Charities Inc
2345 Highway A1AVero BeachFL32963No relationshipPCGeneral support$5,000
Queens Council on the Arts
37-11 35th AvenueAstoriaNY11101No relationshipPCGeneral support$40,000
Queens Museum
New York City BuildingQueensNY11368No relationshipPCGeneral support$100,000
Race Forward
32 Broadway Suite 1801New YorkNY10004No relationshipPCGeneral support$45,000
Raise the Floor Alliance
1 N LaSalle St Suite 1275ChicagoIL60602No relationshipPCGeneral support$150,000
Rector & Visitors of the University of Virginia
1001 North Emmet StreetCharlottesvilleVA229044195No relationshipPCGeneral support$75,000
Regents of the University of California
2150 Shattuck Avenue Suite 300BerkeleyCA947045940No relationshipPCGeneral support$2,500
Regents of the University of California San Fran
UCSF Comprehensive Cancer CenterSan FranciscoCA94115No relationshipPCGeneral support$15,000
Research Foundation of CUNY
160 Convent AvenueNew YorkNY10031No relationshipPCGeneral support$100,000
Resilience Advocacy Project
147 Prince StreetBrooklynNY11201No relationshipPCGeneral support$50,000
Responsible Endowments Coalition
33 Flatbush Avenue Fifth FloorBrooklynNY11217No relationshipPCGeneral support$600
Restaurant Opportunities Centers United
275 Seventh Ave Ste 1703New YorkNY10001No relationshipPCGeneral support$175,000
Right to the City Alliance-New York Energy Democra
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$175,000
Rising Tide Capital
334 Martin Luther King DriveJersey CityNJ07305No relationshipPCGeneral support$100,000
Rockefeller Family Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral support$75,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral support$25,000
Rockwood Leadership Institute
1212 BroadwayOaklandCA946122817No relationshipPCGeneral support$24,300
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No relationshipPCGeneral support$50,000
Roundup River Ranch
10 W Beaver Creek Blvd Ste 250AvonCO81620No relationshipPCGeneral support$500
RSF Social Finance
1002 OReilly AvenueSan FranciscoCA94129No relationshipPCGeneral support$100,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral support$340,000
Sadie Nash Leadership Project
4 West 43rd Street 502New YorkNY10036No relationshipPCGeneral support$100,000
Saint Edward's School
Saint Edwards DriveVero BeachFL32963No relationshipPCGeneral support$10,000
SAY Si (San Antonio Youth Yes)
1518 S AlamoSan AntonioTX78204No relationshipPCGeneral support$75,000
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral support$50,500
SCO Family of Services
1 Alexander PlaceGlen CoveNY11542No relationshipPCGeneral support$45,000
Seneca Family of Agencies
6925 Chabot RoadOaklandCA94618No relationshipPCGeneral support$2,500
Senior Community Services
10201 Wayzata Blvd 33HopkinsMN55305No relationshipPCGeneral support$5,000
Sexual Minority Youth Assistance League
410 7th Street SEWashingtonDC200032707No relationshipPCGeneral support$15,000
Shared Interest
121 West 27th StreetNew YorkNY10001No relationshipPCGeneral support$500
Silver Lining Mentoring Inc
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral support$100,500
Smart Growth America
1152 15th Street NWWashingtonDC20005No relationshipPCGeneral support$535,000
Smithsonian Institution-National Museum of African
600 Maryland Ave SW Suite 550EWashingtonDC200242520No relationshipPCGeneral support$10,500
Social Entrepreneurs of New Orleans
4035 Washington AveNew OrleansLA70125No relationshipPCGeneral support$75,000
Social Innovation Forum
11 Avenue de LafayetteBostonMA02111No relationshipPCGeneral support$2,000
Soulsville Foundation
926 E McLemore AveMemphisTN38106No relationshipPCGeneral support$50,000
South Asian Americans Leading Together
6930 Carroll Avenue Ste 506Takoma ParkMD20912No relationshipPCGeneral support$150
Southeast Energy Efficiency Alliance
50 Hurt Plaza Suite 1250AtlantaGA30303No relationshipPCGeneral support$185,000
Southerners On New Ground
PO Box 11250AtlantaGA30310No relationshipPCGeneral support$200
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral support$50,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral support$75,000
Spirit Soccer Club of Chester County
PO Box 156DowningtownPA19335No relationshipPCGeneral support$10,000
Springboard for the Arts
308 Prince St Suite 270Saint PaulMN55101No relationshipPCGeneral support$500,000
St Louis Public Schools Foundation
5821 Kennerly AveSt LouisMO63113No relationshipPCGeneral support$5,000
St Mary's RC Church
1300 Northern blvdManhassetNY11030No relationshipPCGeneral support$6,000
STAR Communities
PO Box 11226PortlandOR97211No relationshipPCGeneral support$75,000
Strategic Actions for a Just Economy
152 West 32nd StreetLos AngelesCA90007No relationshipPCGeneral support$75,000
Strong City Baltimore
3503 North Charles StreetBaltimoreMD21218No relationshipPCGeneral support$500
Sundance Institute
5900 Wilshire Boulevard Suite 800Los AngelesCA90036No relationshipPCGeneral support$100,000
Sustainable Business Education Initiative Inc
2401 Walnut StreetPhiladelphiaPA19103No relationshipPCGeneral support$150,000
Sustainable Jersey A NJ Nonprofit Corporation
PO Box 6855LawrencevilleNJ08648No relationshipPCGeneral support$130,000
Tacoma Art Museum
1701 Pacific AvenueTacomaWA98402No relationshipPCGeneral support$75,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral support$25,000
The American Prospect
1225 Eye St NW Suite 600WashingtonDC20005No relationshipPCGeneral support$125,000
The Berkshire School
245 N Undermountain RoadSheffieldMA01257No relationshipPCGeneral support$10,000
The Family Partnership
414 South 8th StreetMinneapolisMN55404No relationshipPCGeneral support$10,000
The Loft Literary Center
Open Book Suite 200MinneapolisMN55415No relationshipPCGeneral support$75,000
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral support$150,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral support$75,000
The Regents of the University of California
2150 Shattuck Avenue Suite 300BerkeleyCA947045940No relationshipPCGeneral support$25,000
The Regents of the University of CaliforniaCenter
B100 Royce Hall DriveLos AngelesCA95152No relationshipPCGeneral support$125,000
The Reinvestment Fund
1700 Market StreetPhiladelphiaPA19103No relationshipPCGeneral support$20,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral support$150,000
The Theater Offensive
565 Boylston Street 3rd FloorBostonMA02116No relationshipPCGeneral support$75,000
Third Wave Inc
PO Box 1159BrooklynNY11238No relationshipPCGeneral support$150
Thunder Valley Community Development Corporation
PO Box 290PorcupineSD57772No relationshipPCGeneral support$275,000
Tides Center
The Presidio 1014 Torney AvenueSan FranciscoCA941290709No relationshipPCGeneral support$75,000
Tides Foundation
PO Box 29903San FranciscoCA94129No relationshipPCGeneral support$25,000
Transportation Choices Coalition
219 1st Ave S 420SeattleWA98104No relationshipPCGeneral support$175,000
Triangle Club
PO Box 65458WashingtonDC20035No relationshipPCGeneral support$30,000
Trust for Public Land
101 Montgomery Street Suite 900San FranciscoCA94104No relationshipPCGeneral support$200,000
Trustees of Indiana University
PO Box 1847BloomingtonIN47405No relationshipPCGeneral support$40,000
Tulane University
Corporate and Foundation RelationsNew OrleansLA70112No relationshipPCGeneral support$75,000
Turn 2 Foundation
215 Park Avenue South Suite 1905New YorkNY10003No relationshipPCGeneral support$7,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No relationshipPCGeneral support$100,000
United States Artists
980 N Michigan Ave Suite 1300ChicagoIL60611No relationshipPCGeneral support$30,000
United States Fund for Unicef
18 Tremont Street Suite 820BostonMA02108No relationshipPCGeneral support$1,000
University of California at San DiegoUCSD Center
Communications DepartmentLa JollaCA920930503No relationshipPCGeneral support$50,000
University of Detroit Mercy
4001 W McNichols RdDetroitMI48221No relationshipPCGeneral support$75,000
University of New Mexico School of Architecture
MSC04 2530AlbuquerqueNM871310001No relationshipPCGeneral support$75,000
UPROSE
166A 22nd StreetBrooklynNY11232No relationshipPCGeneral support$150
Urban Innovation21
1435 Bedford AvenuePittsburghPA15219No relationshipPCGeneral support$125,000
Urban Manufacturing Alliance
608 Henry Street 1BrooklynNY11231No relationshipPCGeneral support$125,000
Urban Word NYC
5 West 19th Street FL 3New YorkNY10011No relationshipPCGeneral support$75,000
Urbano Project Inc
29 Germania StreetBostonMA02130No relationshipPCGeneral support$50,000
US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral support$100,000
UTEC (United Teen Equality Center Inc)
15 Warren Street 3LowellMA01852No relationshipPCGeneral support$100,000
Vera Institute of Justice
233 BroadwayNew YorkNY10279No relationshipPCGeneral support$110,000
Verde
6899 NE Columbia Blvd Suite APortlandOR97218No relationshipPCGeneral support$100,000
Vermont Natural Resources Council
9 Bailey AvenueMontpelierVT05401No relationshipPCGeneral support$10,000
Vickie Belk Scholarship Foundation
3408 King StreetAlexandriaVA22302No relationshipPCGeneral support$3,500
Voices of Our Nations Arts Foundation
3720 Spruce Street Suite 442PhiladelphiaPA19104No relationshipPCGeneral support$50,000
Walker Art Center
1750 Hennepin AvenueMinneapolisMN55403No relationshipPCGeneral support$95,000
Wesleyan University
318 High StreetMiddletownCT06459No relationshipPCGeneral support$10,000
William B Ward PTA
18-188 William B Ward PTA 311New RochelleNY22314No relationshipPCGeneral support$400
Winrock International
2101 River Front DriveLittle RockAR72202No relationshipPCGeneral support$340,000
Women's Foundation of Minnesota
105 5th Avenue South Suite 300MinneapolisMN554016050No relationshipPCGeneral support$5,000
Women's Medical Fund (PA)
PO Box 40748PhiladelphiaPA19107No relationshipPCGeneral support$150
Working Classroom
423 Atlantic SWAlbuquerqueNM87102No relationshipPCGeneral support$150,000
Working World Inc
228 Park Ave S 27395New YorkNY10003No relationshipPCGeneral support$75,000
World Business Chicago
177 N State StChicagoIL60601No relationshipPCGeneral support$150,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No relationshipPCGeneral support$175,000
Young Chicago Authors
1180 N Milwaukee Avenue 2nd FloorChicagoIL60642No relationshipPCGeneral support$75,000
Young Nation
9232 Falcon StreetDetroitMI48209No relationshipPCGeneral support$50,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$50,000
Youth Sentencing & Reentry Project
123 S Broad Street 24th FloorPhiladelphiaPA19103No relationshipPCGeneral support$50,000
Youth Speaks
1663 Mission Street Suite 604San FranciscoCA94103No relationshipPCGeneral support$150,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No relationshipPCGeneral support$80,000
Zion Episcopal Church
301 East Congress StCharles TownWV25414No relationshipPCGeneral support$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,001,465TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (161 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Common Counsel Foundation-Neighborhood Funders Gro
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral support$3,000,000
Living Cities
1040 Avenue of the Americas Fl 17New YorkNY10018No relationshipPCGeneral support$1,000,000
Global Philanthropy Partnership
1916 N Mohawk Street Apt 7ChicagoIL60614No relationshipPCGeneral support$600,000
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No relationshipPCGeneral support$500,000
Rockefeller Philanthropy Advisors (Artplace Americ
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral support$500,000
Springboard for the Arts
308 Prince St Suite 270Saint PaulMN55101No relationshipPCGeneral support$500,000
First Peoples Fund
706 West BoulevardRapid CitySD57701No relationshipPCGeneral support$400,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral support$400,000
Center for Neighborhood Technology
2125 W North AvenueChicagoIL60647No relationshipPCGeneral support$350,000
Community LIFT
119 S Court AvenueMemphisTN38103No relationshipPCGeneral support$350,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No relationshipPCGeneral support$350,000
National Association for Latino Community Asset Bu
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral support$350,000
Heart of Los Angeles Youth
2701 Wilshire Blvd Suite 100Los AngelesCA90057No relationshipPCGeneral support$325,000
Brookings Institution
1775 Massachusetts Avenue NWWashingtonDC20036No relationshipPCGeneral support$300,000
Center for Popular DemocracyNeighbor Organizing
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral support$300,000
Common Counsel Foundation
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral support$300,000
Democracy Collaborative Foundation
1422 Euclid Avenue Suite 616ClevelandOH44415No relationshipPCGeneral support$300,000
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$300,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No relationshipPCGeneral support$300,000
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612No relationshipPCGeneral support$300,000
PIDC Community Capital
1500 Market Street Suite 2600 WestPhiladelphiaPA19102No relationshipPCGeneral support$300,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral support$300,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral support$300,000
Democracy at Work Institute
1904 Franklin St Suite 400OaklandCA94612No relationshipPCGeneral support$250,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No relationshipPCGeneral support$250,000
New Orleans Business Alliance
935 Gravier Street Suite 2020New OrleansLA70112No relationshipPCGeneral support$250,000
National Domestic Workers Alliance
395 Hudson Street 4th FloorNew YorkNY10014No relationshipPCGeneral support$225,000
Alliance for a Just Society
3518 S Edmunds StSeattleWA98118No relationshipPCGeneral support$200,000
Architects Designers and Planners for Social Respo
128 Burnside AveSan FrancsicoCA94131No relationshipPCGeneral support$200,000
Ifetayo Cultural Arts Academy Inc
495 Flatbush AvenueBrooklynNY11225No relationshipPCGeneral support$200,000
Kounkuey Design Initiative
309 E 8th Street 205Los AngelesCA90014No relationshipPCGeneral support$200,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No relationshipPCGeneral support$200,000
Maryland Institute College of Art
1300 W Mt Royal AvenueBaltimoreMD21217No relationshipPCGeneral support$200,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$200,000
Movement Strategy Center-Climate Justice Alliance
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$200,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral support$200,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral support$200,000
People's Emergency Center Community Development
325 N 39th StreetPhiladelphiaPA19104No relationshipPCGeneral support$200,000
PolicyLink
1438 Webster StOaklandCA94612No relationshipPCGeneral support$200,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No relationshipPCGeneral support$180,000
Silver Lining Mentoring Inc
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral support$180,000
Dream Corps
1611 Telegraph Avenue Suite 600OaklandCA94612No relationshipPCGeneral support$175,000
East Bay Community Foundation
200 Frank H Ogawa PlazaOaklandCA94612No relationshipPCGeneral support$175,000
Transportation Choices Coalition
219 1st Ave S 420SeattleWA98104No relationshipPCGeneral support$175,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral support$170,000
Funders' Network for Smart Growth and Livable Comm
1500 San Remo AvenueCoral GablesFL33146No relationshipPCGeneral support$170,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral support$170,000
Center for Children's Law and Policy
1701 K Street NWWashingtonDC20006No relationshipPCGeneral support$160,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral support$160,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No relationshipPCGeneral support$160,000
Association of Baltimore Area Grantmakers
2 East Read StreetBaltimoreMD21202No relationshipPCGeneral support$150,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral support$150,000
Board of Regents of the University of Wisconsin Sy
UW-Madison GAR AccountMilwaukeeWI532780538No relationshipPCGeneral support$150,000
buildingcommunityWORKSHOP
416 S Ervay StreetDallasTX75201No relationshipPCGeneral support$150,000
Economic Policy Institute
1225 Eye St NW Suite 600WashingtonDC20005No relationshipPCGeneral support$150,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NWWashingtonDC20036No relationshipPCGeneral support$150,000
Enterprise Community Partners
111000 Broken Land Parkway Suite 7ColumbiaMA21044No relationshipPCGeneral support$150,000
Firelight Media Inc
324 Convent AvenueNew YorkNY10031No relationshipPCGeneral support$150,000
Grassroots Global Justice
7000 Carroll Ave Suite 200Takoma ParkMD20912No relationshipPCGeneral support$150,000
Inner City Advisors
2335 Broadway Suite 102OaklandCA94612No relationshipPCGeneral support$150,000
Japanese American Cultural and Community Center
244 S San Pedro StreetLos AngelesCA90012No relationshipPCGeneral support$150,000
Jobsfirstnyc
11 Park Place Suite 1602New YorkNY10007No relationshipPCGeneral support$150,000
Junebug Productions Inc
1024 Elysian Fields AvenueNew OrleansLA70117No relationshipPCGeneral support$150,000
Kentucky Coalition
PO Box 1450LondonKY40743No relationshipPCGeneral support$150,000
Massachusetts Institute of Technology Community In
77 Massachusetts Avenue Room 9-238CambridgeMA02139No relationshipPCGeneral support$150,000
Metropolitan Economic Development Association
250 Second Avenue South Suite 106MinneapolisMN55401No relationshipPCGeneral support$150,000
National Association of Latino Arts and Culture
1208 Buena VistaSan AntonioTX78207No relationshipPCGeneral support$150,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No relationshipPCGeneral support$150,000
Project Row Houses
2521 Holman StreetHoustonTX77004No relationshipPCGeneral support$150,000
Public Advocates
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral support$150,000
Rebuild Foundation
6918 South Dorchester AvenueChicagoIL60637No relationshipPCGeneral support$150,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral support$150,000
Sustainable Jersey A NJ Nonprofit Corporation
PO Box 6855LawrencevilleNJ08648No relationshipPCGeneral support$150,000
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral support$150,000
Tulane University
Corporate and Foundation RelationsNew OrleansLA70112No relationshipPCGeneral support$150,000
University of New Mexico School of Architecture
MSC04 2530AlbuquerqueNM871310001No relationshipPCGeneral support$150,000
Urban Word NYC
5 West 19th Street FL 3New YorkNY10011No relationshipPCGeneral support$150,000
B Lab Company
155 E Lancaster AveWaynePA19087No relationshipPCGeneral support$125,000
Chicago United Inc
300 E Randolph StreetChicagoIL60601No relationshipPCGeneral support$125,000
Hester Street Collaborative
113 Hester StreetNew YorkNY10002No relationshipPCGeneral support$125,000
Interise
197 Portland StreetBostonMA02114No relationshipPCGeneral support$125,000
Positive Futures Network (YES)
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No relationshipPCGeneral support$125,000
The Regents of the University of California
B100 Royce Hall DriveLos AngelesCA95152No relationshipPCGeneral support$125,000
Urban Manufacturing Alliance
608 Henry Street 1BrooklynNY11231No relationshipPCGeneral support$125,000
Woodstock Institute
29 E Madison St Ste 1710ChicagoIL60602No relationshipPCGeneral support$125,000
Alternate ROOTS
115 Martin Luther King Jr Dr SuiteAtlantaGA30303No relationshipPCGeneral support$100,000
Asian American Writers' Workshop
112 W 27th StreetNew YorkNY10001No relationshipPCGeneral support$100,000
DreamYard Project
1085 Washington Avenue Ground FlooBronxNY10456No relationshipPCGeneral support$100,000
Global Philanthropy Partnership
1916 N Mohawk Street Apt 7ChicagoIL60614No relationshipPCGeneral support$100,000
Greater New Orleans Foundation
919 St Charles AvenueNew OrleansLA70130No relationshipPCGeneral support$100,000
Jobs For The Future
88 Broad St 8th FloorBostonMA02110No relationshipPCGeneral support$100,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No relationshipPCGeneral support$100,000
More Than Words
376 Moody StreetWalthamMA02453No relationshipPCGeneral support$100,000
New Jersey Future
16 W Lafayette StTrentonNJ08608No relationshipPCGeneral support$100,000
Queens Museum
New York City BuildingQueensNY11368No relationshipPCGeneral support$100,000
Restaurant Opportunities Centers United
275 Seventh Ave Ste 1703New YorkNY10001No relationshipPCGeneral support$100,000
Right to the City Alliance
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$100,000
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No relationshipPCGeneral support$100,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral support$100,000
Sundance Institute
5900 Wilshire Boulevard Suite 800Los AngelesCA90036No relationshipPCGeneral support$100,000
Thunder Valley Community Development Corporation
PO Box 290PorcupineSD57772No relationshipPCGeneral support$100,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No relationshipPCGeneral support$100,000
US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral support$100,000
UTEC (United Teen Equality Center Inc)
15 Warren Street 3LowellMA01852No relationshipPCGeneral support$100,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No relationshipPCGeneral support$100,000
PACE Center for Girls Inc
1 West Adams Street Suite 301JacksonvilleFL32202No relationshipPCGeneral support$90,000
JustleadershipUSA
1900 Lexington AvenueNew YorkNY10035No relationshipPCGeneral support$85,000
New Venture Fund-Communities for Just Schools Fund
1201 Connecticut Ave NW 300WashingtonDC20036No relationshipPCGeneral support$85,000
Partnership for Working Families
1939 Harrison St Suite 150OaklandCA94612No relationshipPCGeneral support$85,000
Flynn Center for the Performing Arts
153 Main StreetBurlingtonVT05401No relationshipPCGeneral support$80,000
The Wooden Floor
1810 North Main StSanta AnaCA92706No relationshipPCGeneral support$80,000
Asian Arts Initiative
1219 Vine StreetPhiladelphiaPA19107No relationshipPCGeneral support$75,000
Blue Green Alliance Foundation
1300 Godward Street NE 2625MinneapolisMN55413No relationshipPCGeneral support$75,000
Center for Urban Pedagogy
232 Third Street D201BrooklynNY11215No relationshipPCGeneral support$75,000
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral support$75,000
Dudley Street Neighborhood Initiative
550 Dudley StreetRoxburyMA02119No relationshipPCGeneral support$75,000
Eno Center for Transportation
1710 Rhode Island Avenue NW SuiteWashingtonDC20036No relationshipPCGeneral support$75,000
Fair Food Network
205 E Washington St Suite BAnn ArborMI48104No relationshipPCGeneral support$75,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$75,000
Innovation Network for Communities
156 Grover LaneTamworthNH03886No relationshipPCGeneral support$75,000
Inquiring Systems Inc
PO Box 2037SonomaCA95476No relationshipPCGeneral support$75,000
Laundromat Project
127 West 127th StreetNew YorkNY10027No relationshipPCGeneral support$75,000
MassArt Foundation-Massachusetts College of Art
621 Huntington AvenueBostonMA02115No relationshipPCGeneral support$75,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$75,000
National Juvenile Justice Network
PO Box 43740WashingtonDC20010No relationshipPCGeneral support$75,000
Neighborhood Story Project
PO Box 19742New OrleansLA70179No relationshipPCGeneral support$75,000
New Venture Fund
1201 Connecticut Ave NW 300WashingtonDC20036No relationshipPCGeneral support$75,000
Pangea World Theater
711 West Lake Street Suite 101MinneapolisMN55408No relationshipPCGeneral support$75,000
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral support$75,000
University of California at San DiegoUCSD Center
Communications DepartmentLa JollaCA920930503No relationshipPCGeneral support$75,000
University of Detroit Mercy
4001 W McNichols RdDetroitMI48221No relationshipPCGeneral support$75,000
Virginia Organizing-Transform Finance
703 Concord AvenueCharlottesvilleVA229032803No relationshipPCGeneral support$75,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No relationshipPCGeneral support$75,000
Young Chicago Authors
1180 N Milwaukee Avenue 2nd FloorChicagoIL60642No relationshipPCGeneral support$75,000
Phipps Neighborhoods
902 BroadwayNew YorkNY10010No relationshipPCGeneral support$70,000
Vera Institute of Justice
233 BroadwayNew YorkNY10279No relationshipPCGeneral support$70,000
Downtown Community Television Center
87 Lafayette StreetNew YorkNY10013No relationshipPCGeneral support$60,000
Marwen Foundation
833 N Orleans StreetChicagoIL60610No relationshipPCGeneral support$60,000
Alliance For Justice
Eleven Dupont Circle NW Suite 200WashingtonDC20036No relationshipPCGeneral support$50,000
Amigos del Museo del Barrio Inc
1230 Fifth AvenueNew YorkNY10029No relationshipPCGeneral support$50,000
Anchorage Museum
625 C StreetAnchorageAK99501No relationshipPCGeneral support$50,000
Brooklyn Arts Exchange Inc
421 Fifth AveBrooklynNY11215No relationshipPCGeneral support$50,000
Fractured Atlas Productions-Association for Commun
248 W 35th St 10th FloorNew YorkNY10001No relationshipPCGeneral support$50,000
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral support$50,000
Massachusetts Museum of Contemporary Art Found
1040 MASS MoCA WayNorth AdamsMA01247No relationshipPCGeneral support$50,000
Rector & Visitors of the University of Virginia
1001 North Emmet StreetCharlottesvilleVA229044195No relationshipPCGeneral support$50,000
Restaurant Opportunities Centers United
275 Seventh Ave Ste 1703New YorkNY10001No relationshipPCGeneral support$50,000
RSF Social Finance
1002 OReilly AvenueSan FranciscoCA94129No relationshipPCGeneral support$50,000
Soulsville Foundation
926 E McLemore AveMemphisTN38106No relationshipPCGeneral support$50,000
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral support$50,000
Tides Center-Dream Defenders
The Presidio 1014 Torney AvenueSan FranciscoCA941290709No relationshipPCGeneral support$50,000
Voices of Our Nations Arts Foundation
3720 Spruce Street Suite 442PhiladelphiaPA19104No relationshipPCGeneral support$50,000
Young Nation
9232 Falcon StreetDetroitMI48209No relationshipPCGeneral support$50,000
Youth Represent
11 Park PlaceNew YorkNY10007No relationshipPCGeneral support$50,000
Puente Human Rights Movement-Mijente
1937 West Adams StreetPhoenixAZ85009No relationshipPCGeneral support$40,000
National Performance Network
1024 Elysian Fields AvenueNew OrleansLA70117No relationshipPCGeneral support$30,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral support$25,000
Perseverance Theatre
914 Third StreetDouglasAK99824No relationshipPCGeneral support$25,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral support$25,000
On The Move
780 Lincoln AvenueNapaCA94558No relationshipPCGeneral support$12,500
The RYSE Center
205 41st StreetRichmondCA94805No relationshipPCGeneral support$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$27,385,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,241,288ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,058,450ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INCOME525990-$1,470,43418$78,968,397
OTHER INCOME90009914$4,857

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$1,470,434UnrelatedBusinessTaxblIncmAmt
Exclusion$91,272,992ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,802,558TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX PREPCategoryTxt
Amt$101,912Amt
Net Investment Income$22,875NetInvestmentIncomeAmt
Disbursements Charitable Prps$79,037DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescSEE GENERAL EXPLANATION ATTACHMENTDesc
Amt$348,331Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
FURNITURE &FIXT.2009-01-01$153,532$132,516SL5$8,735
LEASEHOLD IMPRV.2009-01-01$1,333,097$971,153SL11$302,384
EQUIPMENT2009-01-01$436,317$294,538SL5$39,803
ART WORK2009-01-01$84,400$84,400SL5$0
CONSTR-IN-PROGRESS$122,294$0SL27$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART IX-B, LINE 1:PART IX-B, LINE 1:SUMMARY OF PROGRAM-RELATED INVESTMENTS - Equity investment to a Delaware limited partnership to further Surdnas charitable mission initiative relating to the growth of minority owned companies and job creation. Under the terms of the limited partnership, Impact America Fund will invest in early-stage equity companies that are high growth mission-driven companies owned by minority entrepreneurs that are generating financial returns, improving the well-being of underserved communities, and creating quality jobs.
PART IX-B, LINE 2:PART IX-B, LINE 2:SUMMARY OF PROGRAM-RELATED INVESTMENTS - A loan to a Delaware limited liability company to further Surdnas charitable mission initiative relating to stimulating economic growth in poor communities in the U.S. Under the terms of the loan agreement Greenline Ventures, a Denver-based financial services firm, will make loans to businesses to stimulate economic growth in poor communities in distressed areas of the U.S., particularly urban areas.
PART IX-B, LINE 2:PART IX-B, LINE 3:SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) Loan to an IRC 501(c)(3) public charity to further Surdnas charitable initiative relating to growth of Latino small business sector.................$220,000 b) Loan to an IRC 501(c)(3) public charity to further Surdna's charitable initiative relating to "Strong local economies"...............................$ 76,667 c) Loan to Living Cities Blended Catalyst Fund LLC...........$ 50,295 d) Miscellaneous.............................................$ 1,369 ---------- $348,331

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (114 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACTIVISION BLIZZARD INC$228,841$228,841
ADIENT PLC ADIENT PLC LTD$212,485$212,485
ADOBE SYSTEMS INC$1,145,664$1,145,664
ADR ALIBABA GROUP HOLDING LTD$1,595,693$1,595,693
ADR BAIDU INC SPONS REPR 0.10$782,513$782,513
AEROJET ROCKETDYNE HLDGS INC$510,432$510,432
ALBEMARLE CORP$223,745$223,745
ALEXION PHARMACEUTICALS INC$958,151$958,151
ALLEGHENY TECHNOLOGIES INC$174,948$174,948
ALLERGAN PLC$427,838$427,838
ALLSCRIPTS HEALTHCARE SOLUTION$190,443$190,443
ALLY FINL INC$107,949$107,949
ALPHABET INC CAPITAL STOCK CLA$567,956$567,956
ALPHABET INC CAPITAL STOCK CLA$1,255,068$1,255,068
ALTABA INC$487,051$487,051
AMAZON COM INC$1,543,960$1,543,960
AMERISAFE INC$302,405$302,405
ARES CAP CORP$171,581$171,581
ARMSTRONG WORLD INDS INC$256,220$256,220
ATHENAHEALTH INC$404,081$404,081
AUTODESK$223,316$223,316
AXALTA COATING SYSTEMS LTD$212,425$212,425
BALL CORP$312,776$312,776
BELMOND LTD$490,903$490,903
BIOGEN INC$432,819$432,819
BIOMARIN PHARMACEUTICAL INC$592,601$592,601
BLACKBERRY LTD$264,985$264,985
BROOKDALE SR LIVING INC$432,915$432,915
CARDTRONICS PLC$366,882$366,882
CARS COM$170,432$170,432
CASEYS GEN STORES INC$196,011$196,011
CHECK PT SOFTWARE TECHNOLOGIES$329,422$329,422
CHIPOTLE MEXICAN GRILL INC$416,100$416,100
CORECIVIC INC$282,695$282,695
COSTAR GROUP INC$276,780$276,780
DORMAN PRODS INC$389,019$389,019
EAGLE PHARMACEUTICALS INC$60,351$60,351
EBAY INC$217,202$217,202
EDWARDS LIFESCIENCES CORP$620,760$620,760
FACEBOOK INC CLASS A$1,777,790$1,777,790
FIRSTCASH INC$478,060$478,060
FLEX LTD$198,574$198,574
GCP APPLIED TECHNOLOGIES INC$145,485$145,485
GENERAL DYNAMICS CORP$550,718$550,718
GRACE W R & CO DEL$283,719$283,719
GUANGDONG INVT LTD$109,874$109,874
HALOZYME THERAPEUTICS INC$153,776$153,776
HAYNES INTL INC$157,041$157,041
HD SUPPLY HOLDINGS INC$236,310$236,310
HOWARD HUGHES CORP$402,301$402,301
HP INC$195,427$195,427
HSN INC$258,390$258,390
HURON CONSULTING GROUP INC$2,938$2,938
LLG INC$578,115$578,115
ILLUMINA INC$681,066$681,066
INCYTE CORP$746,017$746,017
INFINITY PPTY & CAS$418,300$418,300
INTL PAPER$356,643$356,643
INTREXON CORP$105,273$105,273
LAB CORP AMER HOLDINGS$295,178$295,178
LENDINGCLUB CORP$168,331$168,331
LOUISIANA-PACIFIC CORP$137,427$137,427
MARATHON PETE CORP$513,357$513,357
MARTIN MARIETTA MATLS INC$303,822$303,822
MEDICINES COMPANY$165,153$165,153
MGM RESORTS INTERNATIONAL$232,015$232,015
MONSTER BEVERAGE CORP$701,730$701,730
MSC INDUSTRIAL DIRECT CO$436,247$436,247
MTS SYSTEMS CORPORATION$260,295$260,295
MURPHY USA INC$193,427$193,427
NETFLIX INC$1,030,929$1,030,929
NEWELL BRANDS INC$289,548$289,548
OLIN CORP$255,109$255,109
ORBITAL ATK INC$225,736$225,736
OWENS CORNING$310,174$310,174
PACKAGING CORP AMER$192,148$192,148
PALO ALTO NETWORKS INC$541,931$541,931
PERRIGO COMPANY LIMITED$85,338$85,338
PINNACLE FOODS INC$133,353$133,353
POST HOLDINGS INC$289,635$289,635
REGENERON PHARMACEUTICALS INC$957,723$957,723
RINGCENTRAL INC CLASS A$247,772$247,772
RUSH ENTERPRISES INC CLASS A$563,277$563,277
S&P GLOBAL INC$407,312$407,312
SALESFORCE COM INC$1,509,005$1,509,005
SBA COMMUNICATIONS CORP$419,539$419,539
SCHWAB CHARLES CORP$766,836$766,836
SEALED AIR CORP$396,350$396,350
SEMGROUP CORP CLASS A$78,570$78,570
SERVICENOW INC$808,250$808,250
SNAP INC$332,956$332,956
SPLUNK INC$605,879$605,879
SS&C TECHNOLOGIES HOLDINGS$82,774$82,774
STARBUCKS CORP$489,804$489,804
TEGNA INC$393,537$393,537
TESARO INC$387,272$387,272
THE PRICELINE GROUP INC$1,412,243$1,412,243
THERMON GROUP HOLDINGS$175,406$175,406
TRAVELPORT WORLDWIDE LTD$412,800$412,800
TREEHOUSE FOODS INC$174,408$174,408
TYSON FOODS INC CLASS A$214,195$214,195
UNDER ARMOR INC CLASS A$194,752$194,752
UNDER ARMOR INC CLASS C$184,262$184,262
UNIFIRST CORP MASS$422,100$422,100
UNIVAR INC$237,250$237,250
VERSUM MATLS LLC$167,115$167,115
VIASAT INC$460,752$460,752
VISA INC COM CLASS A$1,992,825$1,992,825
VISTEON CORP$324,041$324,041
WESCO INTL INC$280,770$280,770
WESTERN DIGITAL CORP$588,748$588,748
WYNDHAM WORLDWIDE CORP$176,722$176,722
YUM CHINA HLDGS INC$72,946$72,946
ZEBRA TECHNOLOGIES CORP CLASS$673,048$673,048

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,593,301USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,593,301USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (157 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS VALUE IFMV$16,780,347$16,780,347
GMO GLOBAL EQUITY ALLOCATION IFMV$66,290,579$66,290,579
HARDING LOEVNER INTERNATIONALFMV$21,530,492$21,530,492
MORGAN STANLEY INSTITUTIONAL FFMV$15,798,841$15,798,841
PRUDENTIAL JENNISON NATURAL REFMV$23,187,681$23,187,681
MFB NTGI-QM COMMON DIVERSIFIEDFMV$25,438,886$25,438,886
NTGI-QM COMMON DAILY S&P 500 EFMV$90,070,312$90,070,312
SILCHESTER INTERNATIONAL VALUEFMV$11,102,495$11,102,495
SSGA U.S GOVT CREDIT BOND INDEFMV$352$352
4D GLOBAL ENERGY INVESTMENTS PFMV$3,980,762$3,980,762
ABRY ADVANCED SECURITIES FUNDFMV$1,033,076$1,033,076
ABRY HERITAGE PARTNERS, LPFMV$187,294$187,294
ABRY PARTNERS VII LPFMV$1,919,506$1,919,506
ABRY PARTNERS VIII LPFMV$3,926,132$3,926,132
ABRY SENIOR EQUITY IIIFMV$193,774$193,774
ABRY SENIOR EQUITY IVFMV$2,864,200$2,864,200
ABRY SENIOR EQUITY VFMV$237,246$237,246
ADAGE CAPITAL PARTNERS, LPFMV$69,682,518$69,682,518
APOLLO EUROPEAN PRINCIPAL FINAFMV$2,694,595$2,694,595
ARCLIGHT ENERGY PARTNERS FUNDFMV$992,079$992,079
ARSENAL CAPITAL PARTNERS III LFMV$3,369,667$3,369,667
ARSENAL CAPITAL PARTNERS IV-BFMV$1,175,772$1,175,772
ARTIMAN VENTURES 2014, L.P.FMV$798,703$798,703
ARTIMAN VENTURES SELECT 2014,FMV$1,256,122$1,256,122
ARTIMAN VENTURES SPECIAL OPPORFMV$1,098,326$1,098,326
ASIA ALTERNATIVES CAPITAL PARTFMV$2,184,996$2,184,996
ASIA ALTERNATIVES CAPITAL PARTFMV$4,611,891$4,611,891
ASIA ALTERNATIVES DELAWARE IIIFMV$237,738$237,738
ASPECT VENTURES, LPFMV$2,275,383$2,275,383
ATALAYA SPECIAL OPPORTUNITIESFMV$2,878,037$2,878,037
BAIN CAPITAL ASIA FUND, LPFMV$381,868$381,868
BAIN CAPITAL EUROPE FUND III,FMV$1,167,946$1,167,946
BAIN CAPITAL FUND IX, LPFMV$3,117,404$3,117,404
BAIN CAPITAL FUND X LPFMV$6,227,586$6,227,586
BAIN CAPITAL IX COINVESTMENT FFMV$853,001$853,001
BAUPOST VALUE PARTNERS IV, LPFMV$34,326,783$34,326,783
BENNETT OFFSHORE RESTRUCTURINGFMV$10,456,888$10,456,888
BERKSHIRE MULTIFAMILY VALUE FUFMV$185,721$185,721
BLUE WATER ENERGY FUND 1-A LPFMV$3,864,062$3,864,062
BPG INVESTMENT PARTNERSHIP VIIFMV$1,503,823$1,503,823
BROOKSIDE CAYMAN, LTDFMV$1,096,940$1,096,940
CARMEL PARTNERS INVESTMENT FUNFMV$2,845,158$2,845,158
CHARLESBANK EQUITY FUND VII LPFMV$2,150,213$2,150,213
CHARLESBANK EQUITY FUND VIII LFMV$3,076,685$3,076,685
COATUE OFFSHORE LTD CLASS A D-FMV$18,468,551$18,468,551
COMMONFD CAPITAL INTL PARTNERSFMV$1,184,677$1,184,677
COMMONFUND CAP PRIVATE EQUITYFMV$937,043$937,043
COMMONFUND CAP PRIVATE EQUITYFMV$2,661,401$2,661,401
COMMONFUND CAPITAL INTL PARTNEFMV$327,950$327,950
COMMONFUND CAPITAL NATURAL RESFMV$3,992,998$3,992,998
COMMONFUND CAPITAL VENTRUE PTRFMV$2,203,885$2,203,885
COMMONFUND CAPITAL VENTURE PTRFMV$612,127$612,127
CONTRARIAN C1A CLASS A SERIESFMV$12,570,167$12,570,167
CONVEXITY CAPITAL OFFSHOREFMV$8,706,849$8,706,849
DAVIDSON KEMPNER INST PARTNERSFMV$18,121,263$18,121,263
DBL PARTNERS III LPFMV$1,693,102$1,693,102
DOVER STREET VII CAYMAN FUND,FMV$1,274,459$1,274,459
ENCAP ENERGY CAPITAL FUND VI-BFMV$250,013$250,013
ENCAP ENERGY CAPITAL FUND VII-FMV$482,472$482,472
ENCAP FLATROCK MIDSTREAM FUNDFMV$2,012,243$2,012,243
ENCAP FLATROCK MIDSTREAM FUNDFMV$2,194,915$2,194,915
ENDOWMENT PRIVATE EQUITY PARTNFMV$836,946$836,946
ENDOWMENT VENTURE PARTNERS V,FMV$1,189,875$1,189,875
ENERVEST ENERGY INSTITUTIONALFMV$1,035,391$1,035,391
ENERVEST ENERGY INSTITUTIONALFMV$1,463,395$1,463,395
ENERVEST ENERGY INSTITUTIONALFMV$1$1
ENERVEST ENERGY INSTITUTIONALFMV$7,919,556$7,919,556
ENR PARTNERS II, LPFMV$975,887$975,887
EUROPA FUND IIIFMV$1,147,713$1,147,713
FARALLON CAPITAL INSTITUTIONALFMV$2,088,865$2,088,865
FIRSTMARK CAPITAL IV, LPFMV$135,890$135,890
FORTRESS INVESTMENT FUND V (COFMV$1,339,832$1,339,832
FORTRESS INVESTMENT FUND V B,FMV$4,576,810$4,576,810
FRAZIER HEALTHCARE GROWTH BUYOFMV$1,056,031$1,056,031
FRONTIER SMALL CAP GROWTH FUNDFMV$10,803,222$10,803,222
GENERAL CATALYST GROUP VIFMV$7,045,820$7,045,820
GENERAL CATALYST GROUP VII, LPFMV$3,288,212$3,288,212
GENERAL CATALYST GROUP VII SUPFMV$228,439$228,439
GENERAL CATALYST GROUP VIII, LFMV$792,038$792,038
GENERATION IM GLOBAL EQUITY FUFMV$5,000,000$5,000,000
GREENFIELD ACQUISITION PARTNERFMV$218,355$218,355
GREENLIGHT CAPITAL OFFSHORE (GFMV$8,143,600$8,143,600
HARVEST MLP INCOME FUNDFMV$19,593,096$19,593,096
HHR ATLAS LTD CLASS C SERIES 1FMV$18,783,442$18,783,442
HIGHFIELDS CAPITAL IV, LPFMV$21,327,300$21,327,300
HIGHLAND CAPITAL PARTNERS 9 LPFMV$3,097,465$3,097,465
HIGHLAND CAPITAL PARTNERS VIIIFMV$3,237,790$3,237,790
HIGHLINE CAPITAL INTERNATIONALFMV$15,884,400$15,884,400
HITCHWOOD CAPITAL FUND LTD SERFMV$11,117,611$11,117,611
HSH CAYMAN PARTNERS LPFMV$2,658$2,658
ICON VENTURES V, LPFMV$3,374,132$3,374,132
ICON VENTURES VI, LPFMV$727,553$727,553
INDUS ASIA PACIFIC FUND LTDFMV$44,700$44,700
INTERWEST PARTNERS X, LPFMV$2,422,661$2,422,661
JC FLOWERS II, LPFMV$1,087,907$1,087,907
KABOUTER INTERNATIONAL OPPORTUFMV$28,561,489$28,561,489
KAYNE ANDERSON ENERGY FUND V (FMV$1,613,787$1,613,787
KAYNE ANDERSON ENERGY FUND VIFMV$1,262,995$1,262,995
KENSICO OFFSHORE FUND LTD CLASFMV$15,847,125$15,847,125
LIME ROCK RESOURCES IV-A LPFMV$3,018,925$3,018,925
LONE STAR FUND IV (US), LPFMV$270,471$270,471
LONE STAR FUND V (US), LPFMV$2,052,742$2,052,742
LONE STAR FUND VI (US), LPFMV$2,602,086$2,602,086
LONE STAR FUND VII (US) LPFMV$190,518$190,518
LONE STAR FUND VIII (U.S.), L.FMV$2,056,953$2,056,953
LONE STAR REAL ESTATE FUND (USFMV$363,810$363,810
MADISON DEARBORN CAPITAL PARTNFMV$180,842$180,842
MADISON DEARBORN CAPITAL PARTNFMV$837,207$837,207
MADISON INTERNATIONAL RE LIQUIFMV$68,887$68,887
MADISON INTERNATIONAL RE LIQUIFMV$1,044,864$1,044,864
MADISON INTERNATIONAL REAL ESTFMV$3,441$3,441
MISCELLANEOUS ASSETSFMV$76,705$76,705
MORGENTHALER VENTURE PARTNERSFMV$4,214,879$4,214,879
NEW ENERGY CAPITAL INFRASTRUCTFMV$720,726$720,726
NORTH BRIDGE GROWTH EQUITY II,FMV$3,399,832$3,399,832
NORTHGATE PRIVATE EQUITY PARTNFMV$7,781,169$7,781,169
NORTHGATE VENTURE PARTNERS I,FMV$1,998,097$1,998,097
NORTHGATE VENTURE PARTNERS IIIFMV$8,346,615$8,346,615
OZ OVERSEAS FUND, LTDFMV$467,291$467,291
PARK STREET CAPITAL NATURAL REFMV$2,802,707$2,802,707
PATRON CAPITAL LP IIIFMV$631,193$631,193
PATRON CAPITAL LP IVFMV$2,804,751$2,804,751
PEAKSPAN CAPITAL GROWTH PARTNEFMV$749,005$749,005
PERRY PARTNERS INTERNATIONAL,FMV$23,090$23,090
PHOENIX ASIA REAL ESTATE INVESFMV$2,403,597$2,403,597
PROSPECT HARBOR CREDIT PARTNERFMV$35,555$35,555
RIVERSIDE CAPITAL APPRECIATIONFMV$1,680,438$1,680,438
RMS EVERGREEN US FORESTLANDFMV$3,838,873$3,838,873
SANKATY CREDIT OPPORTUNITIES (FMV$536,877$536,877
SANKATY CREDIT OPPORTUNITIES IFMV$651,816$651,816
SENTAKU INVESTORS, LLCFMV$48,975$48,975
SHORENSTEIN REALTY INVESTORS NFMV$311,504$311,504
SIGMA PRIME PARTNERS IXFMV$2,183,826$2,183,826
SIRIOS OVERSEAS FUND A/1EFMV$18,001,090$18,001,090
SJF VENTURES IV, LPFMV$164,936$164,936
SOFINNOVA CAPITAL VIIIFMV$1,343,937$1,343,937
SOMERSET GLOBAL EMERGING MARKEFMV$19,106,133$19,106,133
SOUTHERN CROSS LATIN AMERICA PFMV$2,061,822$2,061,822
SUMMIT PARTNERS GROWTH EQUITYFMV$3,524,797$3,524,797
SUMMIT PARTNERS VENTURE CAPITAFMV$1,333,483$1,333,483
TACONIC OFFSHORE 1.5 LTD CLASSFMV$10,811,542$10,811,542
TIFF PARTNERS III, LLCFMV$313,389$313,389
TPG ENDOWMENT FUND V, L.P.FMV$1,473,393$1,473,393
TPG ENDOWMENT FUND VI, LPFMV$2,722,697$2,722,697
VENROCK ASSOCIATES VIFMV$3,771,836$3,771,836
VENROCK ASSOCIATES VIIFMV$1,585,277$1,585,277
VIKING GLOBAL EQUITY III LTD CFMV$20,242,467$20,242,467
VISTA EQUITY PARTNERS VI-A LPFMV$1,876,473$1,876,473
VISTA FOUNDATION FUND III-A LPFMV$436,540$436,540
WELLINGTON SPINDRIFT CLASS S SFMV$77,599$77,599
WELLINGTON SPINDRIFT CLASS S SFMV$9,911$9,911
WELLINGTON SPINDRIFT CLASS S SFMV$38,918$38,918
WELLINGTON SPINDRIFT CLASS S SFMV$38,405$38,405
WELLINGTON SPINDRIFT CLASS S SFMV$191,310$191,310
WELLINGTON SPINDRIFT CLASS S SFMV$78,247$78,247
WESTBROOK RE FUND IXFMV$1,759,957$1,759,957
WGI EMERGING MARKETS LLC FUNDFMV$31,385,489$31,385,489

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE &FIXT.$153,532$141,251$12,281
LEASEHOLD IMPRV.$1,333,097$1,273,537$59,560
EQUIPMENT$436,317$334,341$101,976
ART WORK$84,400$84,400
CONSTR-IN-PROGRESS$122,294$0$122,294

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVARIOUS LEGALCategoryTxt
Legal Fees$51,321LegalFeesAmt
Net Investment Income$51,321NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$3,102,518$4,529,819$4,529,819
PREPAID EXCISE TAXES$1,539,236$1,469,172$1,469,172

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKS & SUBSCRIPTIONS$7,455$7,455
CONFERENCE/REGISTRATION$19,953$19,953
INSURANCE$52,415$52,415
INTERNET/SOFTWARE$218,862$218,862
MEMBERSHIPS$142,243$142,243
MISCELLANEOUS$33,714$33,714
OFFICE SUPPLIES$94,837$94,837
PER DIEM SALARIES$62,040$62,040
POSTAGE$8,301$8,301
TELEPHONE$63,363$63,363
ANNUAL REPORT$42,045$42,045
CENTENNIAL$165,653$165,653
PARTNERSHIP EXP$7,312,866

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME - OTHER PORTFOLIO
INCOME$77,497,963$1,643,283
OTHER INCOME$4,857$4,857
LESS INCOME TAXED AS UNRELATED BUSINESS
INCOME (IRC 4940(C)(2))$1,470,434

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTSDesc
Amt$18,528,700Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT PROGRAM CONSULTANTS$1,025,322$1,025,322
EXECUTIVE SEARCH FEES$19,170$19,170
INVESTMENT MANAGEMENT$2,896,361$2,896,361

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX ON NET INVEST. INC.$476,782
FOREIGN TAXES PAID$318,456
STATE UNRELATED BUSINESS
INCOME TAX$66,044

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