FURP.ORG / PUBLIC DATA EXPLORER

FREEDOM TOGETHER FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FREEDOM TOGETHER FOUNDATION (EIN 90-0747216)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-07
IRS object ID
201703119349100725
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-07T13:06:02-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11185 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100362602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900747216EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JPB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJPBFBusinessNameControlTxt
Phone2129359860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1875 THIRD AVENUE 29TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA PICOWERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129359860PhoneNum
Signature2017-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE JOHNSONPreparerPersonNm
PTINP00757336PTIN
Phone2123721000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.189IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-31IPDt
IP Tm13:05:25IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id62A2999287E29A6B8DE818016E369EF183D7A37CAtSubmissionCreationDeviceId
At Submission Filing Device Id1EF9788F4BB6ECFF5F50DA24D2FA537A6C9DC926AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,907,028,002FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$23,383,175ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,974,208InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,974,208InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,387,058DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,387,058DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,398,077NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,021,465,661GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,758,230OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,970,962OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$59,104,594TotalRevAndExpnssAmt
Total Net Invst Incm$49,332,228TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,403,201CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,756,898CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$646,303CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,294,546OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$984,251OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,310,295OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,334,128PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$471,034PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$863,094PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$289,371LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$66,182LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$223,189LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$100,762AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$86,762AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,128,416OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,010,818OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,117,598OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$6,644InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$6,644InterestDsbrsChrtblAmt
Taxes Rev And Expnss$5,960,124TaxesRevAndExpnssAmt
Taxes Net Invst Incm$500,794TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$486,524DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$3,247,613OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$265,299OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$2,982,314OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$103,987TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$10,564TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$93,423TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$934,895OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$179,233OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$721,720OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,290,211TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,245,073TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,051,342TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,916,664ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,916,664ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$197,206,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,245,073TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$179,968,006TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$138,102,281ExcessRevenueOverExpensesAmt
Net Investment Income$38,087,155NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$454,269CashBOYAmt
Cash EOY$533,250CashEOYAmt
Cash EOYFMV$533,250CashEOYFMVAmt
Sav And Temp Cash Invst BOY$449,916,741SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$500,193,138SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$500,193,138SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$25,186AcctRcvblBOYAmt
Prepaid Expenses BOY$11,816PrepaidExpensesBOYAmt
Prepaid Expenses EOY$9,566PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$9,566PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$655,830,661USGovernmentObligationsBOYAmt
US Government Obligations EOY$466,552,913USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$467,280,441USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,531,274,209CorporateStockBOYAmt
Corporate Stock EOY$1,498,679,681CorporateStockEOYAmt
Corporate Stock EOYFMV$1,982,140,342CorporateStockEOYFMVAmt
Other Investments BOY$781,456,699OtherInvestmentsBOYAmt
Other Investments EOY$838,289,664OtherInvestmentsEOYAmt
Other Investments EOYFMV$943,779,985OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$12,828,055LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$707,173LandBldgEquipAccumDeprecAmt
Land BOY$6,296,746LandBOYAmt
Land EOY$12,120,882LandEOYAmt
Land EOYFMV$12,120,882LandEOYFMVAmt
Other Assets BOY$30,186,635OtherAssetsBOYAmt
Other Assets EOY$970,398OtherAssetsEOYAmt
Other Assets EOYFMV$970,398OtherAssetsEOYFMVAmt
Total Assets BOY$3,455,452,962TotalAssetsBOYAmt
Total Assets EOY$3,317,349,492TotalAssetsEOYAmt
Total Assets EOYFMV$3,907,028,002TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,625AccountsPayableBOYAmt
Accounts Payable EOY$1,436AccountsPayableEOYAmt
Total Liabilities BOY$2,625TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,436TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,455,450,337CapitalStockBOYAmt
Capital Stock EOY$3,317,348,056CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,455,450,337TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,317,348,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,455,452,962TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,317,349,492TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,455,450,337TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$138,102,281ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,317,348,056SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,317,348,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$74,657,428$80,149,849-$5,492,421-$5,492,421
PUBLICLY TRADED SECURITIES$828,938,208$854,138,232-$25,200,024-$25,200,024
BIOPHARMA CREDIT INVESTMENTS IV$3,672,000$3,672,000$0$0P
BLACKSTONE REAL ESTATE PARTNERS VII LP$8,543,065$5,007,857$3,535,208$3,535,208P
CARLYLE REALTY FOREIGN INVESTORS VII-A LP$196,448$193,810$2,638$2,638P
DW CATALYST OFFSHORE FUND, LTD.$15,642,728$17,499,999-$1,857,271-$1,857,271P
EDGBASTON ASIAN EQUITY TRUST FD$501,293$624,750-$123,457-$123,457P
GENERAL ATLANTIC PARTNERS 93, LP$24,019,993$12,367,750$11,652,243$11,652,243P
HIGHCLERE INTERNATIONAL INVESTORS SMID FUND$228,061$95,728$132,333$132,333P
KING STREET CAPITAL LTD$2,863$2,863$0$0P
MANIKAY OFFSHORE LTD$25,362,096$22,041,520$3,320,576$3,320,576P
MARSHALL WACE$10,000,000$10,000,000$0$0P
MHR INSTITUTIONAL PARTNERS IV$1,792,162$1,792,162$0$0P
MIURA GLOBAL LTD$1,054,166$1,054,166$0$0P
RAINE PARTNERS II LP$768,855$707,702$61,153$61,153P
SAMLYN OFFSHORE LTD$10,000,000$10,000,000$0$0P
SEMINOLE OFFSHORE LTD$6,501,283$6,681,660-$180,377-$180,377P
SOUTHPAW CREDIT OPPORTUNITY (FTE) LTD.$3,186,701$3,186,701$0$0P
WALTON STREET REAL ESTATE FUND VII$6,398,311$4,646,989$1,751,322$1,751,322P
LESS: CAP GAIN FROM PARTNERSHIPS REFLECTED FOR BOOK BUT NOT FOR NET INV INC-$15,154,168-$15,154,168P
BREP VII (PER K-1)$570,429$570,429P
DARUMA GINKGO FUND LP (PER K-1)$325,719$325,719P
DW CATALYST OFFSHORE FUND, LTD. (PER K-1)$856,581$856,581P
EDGBASTON ASIAN EQUITY TRUST FD (PER K-1)-$372,803-$372,803P
GENERAL ATLANTIC (PER K-1)$11,035,377$11,035,377P
HIGHCLERE INTERNATIONAL INVESTORS SMID FD (PER K-1)$167,736$167,736P
HIGHFIELDS CAPITAL IV (PER K-1)$1,582,467$1,582,467P
INSIGHT VENTURE PARTNERS (CAYMAN) IX, LP (PER K-1)$4,131$4,131P
WALTON STREET REAL ESTATE FUND VII-Q LP (PER K-1)$583,901$583,901P
SALE OF DW CATALYST OFFSHORE FUND-$2,077,310-$2,077,310P
MISC. REALIZED GAIN$1,298$1,298P
FieldValueIRS element (for citing)
Capital Gain Net Income-$14,874,719CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$157,111,545AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,176,984,744NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049453DistributionYr1Rt
Adjusted Qlfy Distri Yr2$125,024,046AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,627,016,714NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047592DistributionYr2Rt
Adjusted Qlfy Distri Yr3$84,760,654AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,644,442,846NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051544DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,548,367AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$328,476,983NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.159976DistributionYr4Rt
Adjusted Qlfy Distri Yr5$57,657,597AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$64,144,532NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.898870DistributionYr5Rt
Total Distribution1.207435TotalDistributionRt
Average Distribution0.241487AverageDistributionRt
Net Vl Noncharitable Assets$3,704,060,776NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$894,482,525AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$380,872NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$894,863,397AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$179,968,006QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$761,743InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$761,743SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$761,743TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,353,907EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,353,907TotalPaymentsAndCreditsAmt
Overpayment$1,592,164OverpaymentAmt
Applied To ES Tax$1,592,164AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JPBFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTHE JPB FOUNDATIONIndividualWithBooksNm
Phone2129359860PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1875 THIRD AVENUE 29TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryOCForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD C MCNAMARA
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022CIO40.00$1,400,000$70,967$0
APRIL C FREILICH
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022COO, EX. VP40.00$713,795$59,589$0
BARBARA PICOWER
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022PRESIDENT40.00$289,406$45,910$0
JOSHUA HENRI HOCHSCHULER
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022TRUSTEE3.00$0$0$0
SUSAN C FRUNZI
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022TRUSTEE3.00$0$0$0
WILLIAM D ZABEL
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022TRUSTEE3.00$0$0$0
MARTIN R POST
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022TRUSTEE3.00$0$0$0
GEOFFREY CANADA
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022TRUSTEE3.00$0$0$0
CECILE RICHARDS
C/O THE JPB FOUNDATION 875 3RDAVENUE 29TH FLOORNEW YORKNY10022TRUSTEE3.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DANA L BOURLAND
C/O THE JPB FOUNDATION 875 3RD AVE29TH FLNEW YORKNY10022VP, ENVIRONMENT40.00$352,639$56,512$0
WILLIAM W RIBBECKE
C/O THE JPB FOUNDATION 875 3RD AVE29TH FLNEW YORKNY10022VP, INVESTMENTS40.00$324,231$66,715$0
YVONNE C YU
C/O THE JPB FOUNDATION 875 3RD AVE29TH FLNEW YORKNY10022VP, INVESTMENT OPERA40.00$299,769$66,759$0
BETSY KREBS
C/O THE JPB FOUNDATION 875 3RD AVE29TH FLNEW YORKNY10022VP, POVERTY40.00$240,538$63,873$0
MICHAEL J VACCARO
C/O THE JPB FOUNDATION 875 3RD AVE29TH FLNEW YORKNY10022CONTROLLER40.00$249,615$43,009$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k17OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
JT MAGEN & COMPANY INC
44 WEST 28TH STREET 11TH FLOORNEW YORKNY10001GENERAL CONTRACTORS$5,111,528
JP MORGAN PB FEE OPERATIONS
500 STANTON CHRISTIANA ROAD OPS3 FLNEWARKDE19713MANAGEMENT AND ADVISORY SERVICE$1,628,8232
MONTICELLO ASSOCIATES INC
1800 LARIMER STREET SUITE 2100DENVERCO80202CONSULTING SERVICE$1,000,000
GOLDMAN SACHS ASSET MANAGEMENT LP
200 WEST STREETNEW YORKNY10282MANAGEMENT AND ADVISORY SERVICE$806,660
MATHEMATICA POLICY RESEARCH INC
PO BOX 2393PRINCETONNJ08543CONSULTING SERVICE$625,086
FieldValueIRS element (for citing)
Contractor Paid Over50k16ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,273,075,835AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$487,391,958AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,760,467,793TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,760,467,793AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,407,017CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,704,060,776NetVlNoncharitableAssetsAmt
Minimum Investment Return$185,203,039MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$185,203,039MinimumInvestmentReturnAmt
Tax Based On Investment Income$761,743TaxBasedOnInvestmentIncomeAmt
Income Tax$1,307,800IncomeTaxAmt
Total Tax$2,069,543TotalTaxAmt
Distributable Before Adj$183,133,496DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$183,133,496DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$183,133,496DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,968,006ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$179,968,006QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$179,968,006AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$183,133,496DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$50,960,644ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,319,193ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,144,601ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$533,033ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$90,957,471TotalExcessDistributionCyovAmt
Qualifying Distributions$179,968,006QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$179,968,006AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,165,490ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,165,490ExcessDistributionCyovAppCYAmt
Total Corpus$87,791,981TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$47,795,154ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$39,996,827ExcessDistriCyovToNextYrAmt
Excess From Year4$36,319,193ExcessFromYear4Amt
Excess From Year3$3,144,601ExcessFromYear3Amt
Excess From Year1$533,033ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (255 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVANCEMENT PROJECT
1220 L STREET NW SUITE 850WASHINGTONDC20005PCPOWER AND DEMOCRACY$750,000
ALLIANCE FOR A HEALTHIER GENERATION INC
C/O THE CLINTON FOUNDATION 1271NEW YORKNY10020PCHEALTHY SCHOOLS PROGRAM$1,817,000AVENUE OF THE AMERICAS 42ND FLOOR
AMERICAN ACADEMY OF PEDIATRICS INC
141 NORTHWEST POINT BLVDELK GROVE VILLAGEIL60007PCSCREENING IN PRACTICES: EARLY IDENTIFICATION, REFERRAL, AND FOLLOW-UP$837,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,000,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCIMMIGRANT'S RIGHTS PROJECT$1,000,000
AMERICAN CONSTITUTION SOCIETY FOR LAW AND POLICY
1333 H STREET NW 11TH FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$300,000
AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY
529 14TH STREET NW SUITE 600WASHINGTONDC20045PCPROMOTING ENERGY EFFICIENCY INVESTMENTS, SERVICES, AND TECHNOLOGIES IN LOW-INCOME COMMUNITIES$500,000
AMERICAN PROSPECT INC
1225 EYE ST NW SUITE 600WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$200,000
APPALSHOP INC
91 MADISON AVENUEWHITESBURGKY41858PCAPPALSHOP'S MEDIA TRAINING PROGRAM FOR CENTRAL APPALACHIAN YOUTH$10,000
BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVENUE CLS 747BOSTONMA022155491PCBARBARA KAHN'S RESEARCH TITLED, CHARACTERIZATION OF A NOVEL CLASS OF LIPIDS WITH ANTI-DIABETIC AND ANTI-INFLAMMATORY EFFECTS$750,000
BLADDER CANCER ADVOCACY NETWORK INC
4915 ST ELMO AVENUE SUITE 202BETHESDAMD20814PCTHE JPB FOUNDATION BLADDER CANCER RESEARCH INNOVATION AWARD AND THE JPB FOUNDATION 2016 AND 2017 YOUNG INVESTIGATOR AWARD$200,000
BLUEGREEN ALLIANCE FOUNDATION
1300 GODWARD STREET NE SUITE 2625MINNEAPOLISMN55413PCMAP, GREEN, AND GROW: AFFORDABLE HOUSING RETROFITS AND A HEALTHIER CLIMATE FOR ALL (MGG2)$1,000,000
BOSTON MEDICAL CENTER CORPORATION
ONE BOSTON MEDICAL CENTER PLACEBOSTONMA02118PCCHILDREN'S HEALTH WATCH: TIMELY FRONTLINE DATA TO INFORM A BETTER FUTURE FOR CHILDREN$150,000
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVENUE SEWASHINGTONDC20020PCIMPLEMENTATION OF 11TH STREET BRIDGE PARK'S EQUITABLE DEVELOPMENT PLAN$200,000
CENTER FOR A NEW AMERICAN DREAM
PO BOX 797CHARLOTTESVILLEVA22902PCGENERAL OPERATING SUPPORT$10,000
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW FLOOR 10WASHINGTONDC20005PCREDUCING POVERTY AND ADDRESSING THE NEEDS OF FAMILIES WITH CHILDREN LIVING IN DEEP POVERTY$2,000,000
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW FLOOR 10WASHINGTONDC20005PCCREATING GREATER ECONOMIC OPPORTUNITY TO MOVE FAMILY OUT OF POVERTY$700,000
CENTER FOR COMMUNITY CHANGE
1536 U STREET NWWASHINGTONDC20009PCGENERAL OPERATING SUPPORT$4,450,000
CENTER FOR LAW AND SOCIAL POLICY
1200 18TH STREET NW SUITE 200WASHINGTONDC20036PCSPOTLIGHT ON POVERTY AND OPPORTUNITY: THE SOURCE OF NEWS, IDEAS AND ACTIONS$100,000
CENTER FOR POPULAR DEMOCRACY INC
449 TROUTMAN STREET SUITE ABROOKLYNNY11237PCWORKPLACE JUSTICE INITIATIVE$400,000
CENTER FOR POPULAR DEMOCRACY INC
449 TROUTMAN STREET SUITE ABROOKLYNNY11237PCTHE PEOPLE'S CONVENTION$50,000
CENTER FOR THE STUDY OF SOCIAL POLICY
1575 EYE STREET NW SUITE 500WASHINGTONDC20005PCPREVENTING AND MITIGATING THE EFFECTS OF TOXIC STRESS ON YOUNG CHILDREN AND THEIR FAMILIES$2,398,000
CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510WASHINGTONDC20002PCADVANCING EFFECTIVE STRATEGIES TO ADDRESS POVERTY IN AMERICA$1,451,000
CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510WASHINGTONDC20002PCGENERAL OPERATING SUPPORT$750,000
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREETNEW YORKNY10022PCCERTIFIED URBAN PARK MANAGER (CUPM) PILOT PROGRAM$250,000
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREETNEW YORKNY10022PCTHE CENTRAL PARK CONSERVANCY INSTITUTE FOR URBAN PARK'S PARK-TO-PARK PROGRAM AND NATIONAL PILOT DEVELOPMENT$500,000
CHAPIN HALL CENTER FOR CHILDREN
1313 E 60TH STREETCHICAGOIL60637PCEXPLORING THE IMPLEMENTATION, SEQUENCING, AND IMPACT OF PEDIATRIC PRIMARY CARE INTERVENTIONS DESIGNED TO ADDRESS TOXIC STRESS$224,900
CHILD TRENDS INCORPORATED
7315 WISCONSIN AVENUE SUITE 1200WBETHESDAMD20814PCREDUCING TEEN CHILDBEARING AMONG LATINOS: DEVELOPING AN INTERVENTION TO REDUCE POVERTY$470,000
CHILDRENS RIGHTS INC
88 PINE STREET SUITE 800NEW YORKNY10005PCTO DEFEND THE RIGHTS OF VULNERABLE CHILDREN AND REFORM BROKEN CHILD CARE WELFARE SYSTEMS ACROSS THE COUNTRY$2,500
CITY OF LONG BEACH
1 WEST CHESTER STREETLONG BEACHNY11561GOVCITY OF LONG BEACH SANDY STORM RECOVERY$200,000
CITY PARKS ALLIANCE INC
2121 WARD COURT NW FIFTH FLOORWASHINGTONDC20037PCSUPPORTING AND INSPIRING THE NATIONAL URBAN PARK LEADERSHIP NETWORK: ENHANCED COMMUNICATIONS AND BUSINESS PLANNING$150,000
CITY PARKS FOUNDATION
830 FIFTH AVENUENEW YORKNY10065PCGENERAL OPERATING SUPPORT FOR THE FORT TYRON PARK TRUST$10,000
COALITION FOR HUMANE IMMIGRANT RIGHTS OF LOS ANGELES
2533 W THIRD STREET STE 101LOS ANGELESCA90057PCGENERAL OPERATING SUPPORT$250,000
COMMUNITY FUNDS INC
909 THIRD AVENUENEW YORKNY10022PCAMY AND MARTIN POST FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
COMMUNITY FUNDS INC
909 THIRD AVENUENEW YORKNY10022PCFREILICH FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
COMMUNITY FUNDS INC
909 THIRD AVENUENEW YORKNY10022PCPICOWER FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
COMMUNITY FUNDS INC
909 THIRD AVENUENEW YORKNY10022PCTHE FRUNZI/WACHTEL FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
COMMUNITY FUNDS INC
909 THIRD AVENUENEW YORKNY10022PCTHE RDG FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
COMMUNITY FUNDS INC
909 THIRD AVENUENEW YORKNY10022PCCECILE RICHARDS FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
COMMUNITY FUNDS INC
909 THIRD AVENUENEW YORKNY10022PCJOHN K. CASTLE FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$100,000
CONNECTICUT CHILDREN'S MEDICAL CENTER
282 WASHINGTON STREETHARTFORDCT06106PCENHANCING PEDIATRIC CAPACITY TO MITIGATE THE IMPACT OF TOXIC STRESS: A PROPOSAL TO SUPPORT PEDIATRIC PRACTICES IN DEVELOPMENTAL PROMOTION, EARLY DETECTION, AND LINKAGE TO COMMUNITY BASED PROGRAMS AND SERVICES$610,000
CONVERGENCE CENTER FOR POLICY RESOLUTION
1133 19TH STREET NW SUITE 410WASHINGTONDC20036PCECONOMIC MOBILITY AND POVERTY PROJECT$150,000
CORNELL UNIVERSITY
525 EAST 68TH STREET BOX 99NEW YORKNY10065PCMICHAEL KAPLITT'S RESEARCH TITLED, GENE THERAPY FOR MOTOR AND NON-MOTOR SYMPTOMS OF PARKINSON'S DISEASE$750,000
CREATURE COMFORT PET THERAPY
PO BOX 872MORRIS PLAINSNJ07950PCPET THERAPY PROGRAM$10,000
DALLAS JEWISH COMMUNITY FOUNDATION
12700 HILLCREST ROAD SUITE 201DALLASTX75230PCLINDSAY & JOSHUA HOCHSCHULER CHARITABLE FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVE CLS11146BOSTONMA02215PCBRUCE SPIEGELMAN'S RESEARCH TITLED, CONTROL OF DIABETES THROUGH THE PATHWAYS OF BROWN AND BEIGE FAT$750,000
DEFINE AMERICAN
902 EASTERN PKWYLOUISVILLEKY40217PCGENERAL OPERATING SUPPORT$700,000
DREAM CORPS
1611 TELEGRAPH AVENUE SUITE 600OAKLANDCA94612PCGREEN FOR ALL$100,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111PCFULFILLING THE PROMISE OF THE CLEAN AIR ACT$1,000,000
ECODISTRICTS
1223 SW WASHINGTON STREET SUITE 200PORTLANDOR97205PCACCELERATING THE ECODISTRICTS MARKETPLACE IN NORTH AMERICA$250,000
EF SPORTS INC
67 SOUTH AIRMONT ROADSUFFERNNY10901PCGENERAL SUPPORT OF 2016 SEASON$10,000
ELEVATE ENERGY
322 S GREEN STREET SUITE 300CHICAGOIL60607PCA NATIONWIDE APPROACH TO SCALING UP ENERGY EFFICIENCY IN AFFORDABLE HOUSING$2,984,000
ENTERPRISE COMMUNITY PARTNERS INC
11000 BROKEN LAND PARKWAYCOLUMBIAMD21044PCEVALUATING THE HEALTH BENEFITS OF GREEN AFFORDABLE HOUSING$1,169,996
ENVIRONMENTAL AND ENERGY STUDY INSTITUTE
1112 16TH STREET NW SUITE 300WASHINGTONDC20036PCBOOSTING RESIDENTIAL ENERGY EFFICIENCY WITH ON-BILL FINANCING$323,941
ENVIRONMENTAL WORKING GROUP
1436 U ST NW SUITE 100WASHINGTONDC20009PCEWG'S ENVIRONMENTAL HEALTH RESEARCH PROGRAM$500,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL63104PCMEMORIAL AND MUSEUM CAPITAL CAMPAIGN$500,000
FAMILY HEALTH INTERNATIONAL
1825 CONNECTICUT AVENUE NWWASHINGTONDC20009PCNCCOR MEASURES REGISTRY - GUIDE DEVELOPMENT$163,893
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053PCJAMES S. CHANOS GIVING ACCOUNT- MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$100,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053PCSCHAFFNER FAMILY FOUNDATION GIVING ACCOUNT- MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$100,000
FOOD RESEARCH AND ACTION CENTER INC
1200 18TH STREET NW SUITE 400WASHINGTONDC20036PCLEVERAGING THE FEDERAL NUTRITION PROGRAMS TO REDUCE OBESITY, HUNGER, AND POVERTY AMONG FAMILIES WITH CHILDREN$675,000
FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON INC
BOX 6005BINGHAMTONNY139026005PCGENERAL OPERATING SUPPORT$10,000
FRACTURED ATLAS INC
248 W 35TH STREET 10TH FLOORNEW YORKNY10001PCFUTURE CLEAR TO FURTHER EXPLORE THE JEWEL BOX PROJECT$10,000
FRESH AIR FUND
633 3RD AVENUE 14TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$50,000
FRIENDS OF THE HIGH LINE INC
820 WASHINGTON STREETNEW YORKNY10014PCEXPANDING THE FIELD OF ADAPTIVE REUSE & HYBRID PUBLIC SPACES$350,000
FUND FOR PHILADELPHIA INC
OFFICE OF THE MAYOR CITY HALL ROOMPHILADELPHIAPA19107PCDEVELOPING A REPLICABLE AND SOCIALLY EQUITABLE BIKE SHARING MODEL$1,099,773215
FUND FOR PUBLIC HEALTH IN NEW YORK INC
22 CORTLANDT STREET 11TH FLOORNEW YORKNY10007PCSCHOOL-BASED HEALTH CENTER REPRODUCTIVE HEALTH PROJECT$1,430,420
FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES INC
1500 SAN REMO AVENUE SUITE 249CORAL GABLESFL33146PCNEXT GENERATION PARTNERSHIPS TO CREATE SUSTAINABLE, EQUITABLE, AND PROSPEROUS PLACES FOR ALL$400,000
GIRLS INCORPORATED OF NEW YORK CITY
120 WALL STREET STE 1804NEW YORKNY10005PCGENERAL OPERATING SUPPORT$10,000
GLOBAL GREEN USA
2218 MAIN STREET 2ND FLOORSANTA MONICACA90405PCLOS ANGELES SUSTAINABLE PLACEMAKING INITIATIVE$150,000
GLOBAL PHILANTHROPY PARTNERSHIP
2440 N LAKEVIEW AVENUE 15ACHICAGOIL60614PCUSDN GENERAL OPERATING SUPPORT AND USDN INNOVATION FUND SUPPORT$350,000
GOD'S LOVE WE DELIVER INC
166 6TH AVENUENEW YORKNY10013PCBIG LOVE WEEKEND$10,000
GOLDMAN SACHS CHARITABLE GIFT FUND
200 WEST STREET 29TH FLOORNEW YORKNY10282PCROMINGER FAMILY FUND$100,000
GREEN & HEALTHY HOMES INITIATIVE INC
2714 HUDSON STREETBALTIMOREMD21224PCGREEN & HEALTHY HOMES INITIATIVE NATIONAL SCALING$1,000,000
GREEN & HEALTHY HOMES INITIATIVE INC
2714 HUDSON STREETBALTIMOREMD21224PCBUILDING CAPACITY TO END CHILDHOOD LEAD POISONING AND CREATE HEALTHIER HOMES$500,000
GRID ALTERNATIVES
1171 OCEAN AVENUE SUITE 200OAKLANDCA94608PCNATIONAL MULTIFAMILY SOLAR AFFORDABLE HOUSING PROGRAM$1,000,000
GROUNDSWELL INC
1156 15TH STREET NW 840WASHINGTONDC20005PCGROUNDSWELL ENERGY SCALE UP$600,000
GUTTMACHER INSTITUTE INC
125 MAIDEN LANE 7TH FLOORNEW YORKNY10038PCC CHANGE: CONTRACEPTIVE USE IN THE HEALTH CARE REFORM ERA$150,000
GUTTMACHER INSTITUTE INC
125 MAIDEN LANE 7TH FLOORNEW YORKNY10038PCSEXUAL AND REPRODUCTIVE HEALTH AND ECONOMIC DISADVANTAGE ACROSS THE LIFE COURSE$789,000
HARLEM CHILDRENS ZONE INC
35 EAST 125TH STREETNEW YORKNY10035PCBRIDGE TO A SELF-SUSTAINING COMMUNITY CAMPAIGN$3,000,000
HARLEM CHILDRENS ZONE INC
35 EAST 125TH STREETNEW YORKNY10035PCHEALTHY HARLEM$7,500,000
HBSA INC
11720 BELTSVILLE DRIVE SUITE 900BELTSVILLEMD20705SO ICOSTS AND CONSEQUENCES OF ADVERSE CHILDHOOD EXPERIENCES IN CALIFORNIA$159,000
HEALTH CARE WITHOUT HARM
12355 SUNRISE DRIVE SUITE 680RESTONVA20191PCLEVERAGING HEALTH CARE PROCUREMENT FOR GREENER PRODUCTS AND TECHNOLOGIES$750,000
HEALTH LEADS INC
24 SCHOOL STREET 6TH FLOORBOSTONMA02108PCGENERAL OPERATING SUPPORT$250,000
HOUR CHILDREN INC
36-11 12TH STREET LOWER LEVELLONG ISLAND CITYNY11106PCGENERAL OPERATING SUPPORT$10,000
HUMAN RIGHTS FIRST
75 BROAD STREET 31ST FLOORNEW YORKNY10004PCTHE REFUGEE REPRESENTATION PROJECT$1,000,000
HUMAN RIGHTS FIRST
75 BROAD STREET 31ST FLOORNEW YORKNY10004PCDEVELOPING NEW REVENUE STRATEGIES$250,000
HUMANE EDUCATION ADVOCATES REACHING TEACHERS INC
PO BOX 738MAMARONECKNY10543PCHEART HUMAN LIVING PROGRAM$10,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PLACE BOX 1065NEW YORKNY10029PCGENERAL SUPPORT FOR THE MOUNT SINAI CENTER FOR HEADACHE AND PAIN MEDICINE$10,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PLACE BOX 1065NEW YORKNY10029PCALISON GOATE'S RESEARCH TITLED, IDENTIFICATION OF NOVEL ALZHEIMER'S DISEASE GENES USING NEXT GENERATION SEQUENCING$750,000
IMMIGRANT LEGAL RESOURCE CENTER
1663 MISSION STREET SUITE 602SAN FRANCISCOCA94103PCNEW AMERICANS CAMPAIGN (NAC)$1,000,000
IMMIGRANT LEGAL RESOURCE CENTER
1663 MISSION STREET SUITE 602SAN FRANCISCOCA94103PCEXECUTING THE NEW AMERICANS CAMPAIGN COMMUNICATIONS (NAC) PLAN$50,000
IMMIGRANT LEGAL RESOURCE CENTER
1663 MISSION STREET SUITE 602SAN FRANCISCOCA94103PCGENERAL SUPPORT$500,000
IN OUR BACKYARDS INC
540 PRESIDENT STREET 3RD FLOORBROOKLYNNY11215PCGENERAL OPERATING SUPPORT$200,000
INDEPENDENT FEATURE PROJECT INC
30 JOHN STREETBROOKLYNNY11201PCDOCUMENTARY FILM "THE BULGARIAN JEWS OF NEW YORK"$10,000
INNOVATION NETWORK INC
1625 K ST NW SUITE 1050WASHINGTONDC20006PCMAPPING THE CIVIC INFRASTRUCTURE: A LANDSCAPE ANALYSIS OF NATIONAL INTERMEDIARIES AND LOCAL CAPACITY$215,000
INNOVATION NETWORK INC
1625 K ST NW SUITE 1050WASHINGTONDC20006PCEVALUATION OF THE CENTER FOR COMMUNITY CHANGE - JPB PROVISION OF GENERAL OPERATING SUPPORT$421,842
INSTITUTE FOR POLICY STUDIES
1301 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036PCECONOMIC HARDSHIP REPORTING PROJECT$250,000600
INSTITUTE FOR SUSTAINABLE COMMUNITIES
535 STONE CUTTERS WAYMONTPELIERVT05602PCPARTNERSHIP FOR RESILIENT COMMUNITIES$500,000
INTERNATIONAL LIVING FUTURE INSTITUTE
721 NW NINTH AVENUE SUITE 195PORTLANDOR97209PCLIVING PRODUCT CHALLENGE$1,000,000
ISLAND PRESS - CENTER FOR RESOURCE ECONOMICS
2000 M STREET NW SUITE 650WASHINGTONDC20036PCBUILDING HEALTHY, RESILIENT CITIES$500,000
JEWISH COMMUNAL FUND
575 MADISON AVENUENEW YORKNY10022PCJOHN M. SHAPIRO AND SHONNI J. SILVERBERG PHILANTHROPIC FUND- MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$100,000
JEWISH COMMUNAL FUND
575 MADISON AVENUENEW YORKNY10022PCROGER W. AND CAROL B. EINIGER PHILANTHROPIC FUND ACCOUNT- MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$100,000
JOHNS HOPKINS UNIVERSITY
SCHOOL OF MEDICINE 733 N BROADWAYBALTIMOREMD21205PCTED DAWSON'S RESEARCH TITLED, PROBING MOLECULAR PATHWAYS OF FAMILIAL PARKINSON'S DISEASE$750,000SUITE 731
LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1401 NEW YORK AVENUE NW SUITE 400WASHINGTONDC20005PCVOTING RIGHTS PROJECT$1,000,000
LEADERSHIP CONFERENCE EDUCATION FUND INC
1620 L STREET NW SUITE 1100WASHINGTONDC20036PCENSURING ECONOMIC SECURITY FOR ALL$500,000
LEGAL OUTREACH INC
36-14 35TH STREETLONG ISLAND CITYNY11106PCGENERAL OPERATING SUPPORT$10,000
LIVING CITIES INC THE NATIONAL COMMUNITY DEVELOPMENT INITIATIVE
1040 AVENUE OF THE AMERICAS 17THNEW YORK CITYNY10018PCGENERAL OPERATING SUPPORT$1,000,000FLOOR
LOCAL INITIATIVES SUPPORT CORPORATION
501 7TH AVENUE 7TH FLOORNEW YORKNY10018PCNEW ENERGY MODEL ORGANIZATION (NEMO)$750,000
MANHATTAN THEATRE CLUB INC
311 WEST 43RD STREET 8TH FLOORNEW YORKNY10036PCMTC'S EDUCATION PROGRAM$50,000
MASSACHUSETTS GENERAL HOSPITAL
114 16TH STREETCHARLESTOWNMA02129PCRUDOLPH TANZI'S RESEARCH TITLED, WHOLE GENOME APPROACH TO IDENTIFYING AND CHARACTERIZING FUNCTIONAL VARIANTS IN ALZHEIMER'S DISEASE$750,000
MASSACHUSETTS GENERAL HOSPITAL
114 16TH STREETCHARLESTOWNMA02129PCBRADLEY HYMAN'S RESEARCH TITLED, UNDERSTANDING PROGRESSION OF NEURAL SYSTEM FAILURE IN ALZHEIMER'S DISEASE$750,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCPICOWER INSTITUTE INNOVATION FUND (PIIF) - DR. FLAVELL$200,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCPICOWER INSTITUTE INNOVATION FUND (PIIF) - DR. BROWN$200,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCPICOWER INSTITUTE INNOVATION FUND$3,300,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCJUNIOR FACULTY DEVELOPMENT PROGRAM$2,900,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCJUNIOR FACULTY DEVELOPMENT PROGRAM ( FLAVELL AND BROWN - FELLOWSHIPS)$200,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCJUNIOR FACULTY DEVELOPMENT PROGRAM - FLAVELL$250,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCPICOWER INSTITUTE CATALYST PROGRAM$1,000,000
MDRC
16 EAST 34TH STREET 19TH FLOORNEW YORKNY10016PCTHE CAMPAIGN TO TRANSFORM MDRC$1,000,000
MDRC
16 EAST 34TH STREET 19TH FLOORNEW YORKNY10016PCGENERAL OPERATING SUPPORT$500,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCYUEMING LI 'S RESEARCH TITLED, FROM MECHANISM TO DRUG DEVELOPMENT OF ALZHEIMER'S DISEASE TARGETS$750,000
MERIDIAN INSTITUTE
PO BOX 1829DILLONCO80435PCTHE RESILIENT POWER PROJECT: BUILDING A STRONGER CLEAN ENERGY FUTURE$650,000
MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND
634 S SPRING STREET 11TH FLOORLOS ANGELESCA90014PCADVANCING VOTING RIGHTS AND IMMIGRANT INTEGRATION$350,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT INC
433 CHESTNUT STREETBEREAKY40403PCJUST TRANSITION FOR APPALACHIA$1,000,000
MOVEMENT STRATEGY CENTER
436 14TH STREETOAKLANDCA94612PCOUR POWER CAMPAIGN CLEAN POWER PROJECT$500,000
MUSIC FOR AUTISM INC
401 PARK AVENUE SOUTH 10TH FLOORNEW YORKNY10016PCGENERAL OPERATING SUPPORT$10,000
NAIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
4805 MOUNT HOPE DRIVEBALTIMOREMD21215PCLEVERAGING THE CLEAN POWER PLAN TO ALLEVIATE POVERTY AND ADVANCE ECONOMIC JUSTICE$400,000
NATIONAL ACADEMY OF SCIENCES
HEALTH MEDICINE DIVISION KECKWASHINGTONDC20001PCREPRODUCTIVE HEALTH SERVICES: ASSURING SAFE AND QUALITY ABORTION CARE IN THE U.S.$225,000CENTER 500 FIFTH STREET NW
NATIONAL ACADEMY OF SCIENCES
HEALTH MEDICINE DIVISION KECKWASHINGTONDC20001PCROUNDTABLE ON OBESITY SOLUTIONS$250,000CENTER 500 FIFTH STREET NW
NATIONAL ASSN OF LATINO ELECTED OFFICALS NALEO EDUCATIONAL FUND
1122 W WASHINGTON BLVD 3RD FLOORLOS ANGELESCA90015PCLATINO CIVIC ENGAGEMENT STRATEGY$540,000
NATIONAL COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOCIATIONS OF THE USA
101 N WACKER DRIVECHICAGOIL60606PCINVESTING IN THE TRANSLATION AND SCALING OF HEALTHY WEIGHT AND YOUR CHILD$1,417,000
NATIONAL COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOCIATIONS OF THE USA
101 N WACKER DRIVECHICAGOIL60606PCIMAGINE SCIENCE$175,000
NATIONAL DANCE INSTITUTE INC
217 WEST 147TH STREETNEW YORKNY10039PCIN SCHOOL PROGRAM: INSPIRING CHILDREN THROUGH ARTS$50,000
NATIONAL EMPLOYMENT LAW PROJECT
75 MAIDEN LANE SUITE 601NEW YORKNY10038PCBUILDING LIVING WAGE JOBS FOR LOW-WAGE WORKERS AND THEIR COMMUNITIES$400,000
NATIONAL HOUSING TRUST
1101 30TH STREET NW SUITE 100AWASHINGTONDC20007PCENERGY EFFICIENCY FOR ALL$1,000,000
NATIONAL IMMIGRATION FORUM INC
50 F ST NW SUITE 300WASHINGTONDC20001PCNEW AMERICAN WORKFORCE AND CORPORATE ROUNDTABLE$300,000
NATIONAL IMMIGRATION LAW CENTER
3435 WILSHIRE BOULEVARD SUITE 1600LOS ANGELESCA90010PCNATIONAL CAMPAIGN TO DEFEND DAPA AND DACA AT THE SUPREME COURT$100,000
NATIONAL IMMIGRATION LAW CENTER
3435 WILSHIRE BOULEVARD SUITE 1600LOS ANGELESCA90010PCDEFENDING AND ADVANCING ECONOMIC OPPORTUNITY AND JUSTICE FOR LOW-INCOME IMMIGRANT FAMILIES$350,000
NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH
50 BROAD STREET SUITE 1937NEW YORKNY10004PCBUILDING LATINA POWER FOR REPRODUCTIVE JUSTICE$300,000
NATIONAL LEAGUE OF CITIES INSTITUTE INC
660 NORTH CAPITOL STREET NW SUITEWASHINGTONDC20001SO ICITIES PROMOTING ACCESS TO NATURE$639,660450
NATIONAL PEOPLE'S ACTION
810 N MILWAUKEE AVECHICAGOIL60642PCUNITING TO BUILD AN AMERICA THAT WORKS FOR ALL OF US: INTRODUCING PEOPLE'S ACTION INSTITUTE$100,000
NATIONAL PEOPLE'S ACTION
810 N MILWAUKEE AVECHICAGOIL60642PCPUTTING PEOPLE AND PLANET FIRST IN THE PUBLIC DEBATE AROUND THE CLEAN POWER PLAN$600,000
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 150JENKINTOWNPA190463531PCWIEN FAMILY FUND- MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$100,000
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 150JENKINTOWNPA19046PCNEW PARTNERSHIP FOR YOUTH$91,350
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 150JENKINTOWNPA19046PCNEW PARTNERSHIP FOR YOUTH$1,000,000
NATIONAL RECREATION AND PARK ASSOCIATION
22377 BELMONT RIDGE ROADASHBURNVA20148PCGREAT URBAN PARKS CAMPAIGN$354,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREETNEW YORKNY10011PCENERGY EFFICIENCY FOR ALL$3,000,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCCULTIVATING WHOLE CITIES$2,592,000
NEO PHILANTHROPY INC
45 W 36TH ST 6TH FLOORNEW YORKNY10018PCFOUR FREEDOMS FUND$2,100,000
NEO PHILANTHROPY INC
45 W 36TH ST 6TH FLOORNEW YORKNY10018PCSTATE INFRASTRUCTURE FUND$750,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE SUITE 300WASHINGTONDC20036PCVOICES FOR CIVIL JUSTICE$200,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE SUITE 300WASHINGTONDC20036PC2020 CENSUS PROJECT$300,000
NEW YORK HALL OF SCIENCE
47-01 111TH STREETCORONANY11368PCCONNECTED WORLDS: ENGAGING THE PUBLIC IN SUSTAINABILITY THROUGH DISCOVERY AND PLAY$500,000
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10TH FLOORNEW YORKNY10001PCTHE HAVEN PROJECT$500,000
NORTHEASTERN UNIVERSITY
716 COLUMBUS AVENUE SUITE 402ROXBURY CROSSINGMA02121PCONLINE TEN-EPISODE SOAP OPERA VIDEO SERIES AIMED AT CHANGING SEXUAL BEHAVIOR THROUGH THE POWER OF SOCIAL MEDIA$10,000
NORTHWESTERN UNIVERSITY
DEPARTMENT OF PHYSIOLOGY FEINBERGCHICAGOIL60611PCDALTON SURMEIER'S RESEARCH TITLED, MOLECULAR AND CELLULAR MECHANISMS OF PARKINSON'S DISEASE$1,000,000SCHOOL OF MEDICINE 303 E SUPERIOR S
PACE UNIVERSITY
ONE PACE PLAZANEW YORKNY10038PCTHE SPIRIT OF PACE AWARDS DINNER IN HONOR OF WILLIAM D. ZABEL$50,000
PARTNERS IN HEALTH A NONPROFIT CORPORATION
800 BOYLSTON STREET STE 1400BOSTONMA02199PCCOMBATTING OBESITY, DIABETES AND TOXIC STRESS IN NAVAJO NATION$1,000,000
PARTNERSHIP FOR A HEALTHIER AMERICA INC
2001 PENNSYLVANIA AVE NW 9TH FLOORWASHINGTONDC20006PCMAKING THE HEALTHY CHOICE THE EASY CHOICE$750,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM STREETNEW YORKNY10038PCPLANNED PARENTHOOD INNOVATION LAB$5,000,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM STREETNEW YORKNY10038PCPUBLIC POLICY LITIGATION AND LAW PROGRAM$1,500,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAM STREETNEW YORKNY10038PCGENERAL OPERATING SUPPORT$1,000,000
PREP FOR PREP
328 WEST 71ST STREETNEW YORKNY10023PCTHE JPB FOUNDATION/PREP FOR PREP SCHOLARS AND PROFESSIONAL ADVANCEMENT$200,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVENUEBOSTONMA02115PCTHE ENVIRONMENTAL HEALTH FELLOWS PROGRAM FOR URBAN HEALTH$1,620,100
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVENUEBOSTONMA02115PCJACK SHONKOFF'S RESEARCH TITLED, THE JPB RESEARCH NETWORK ON TOXIC STRESS$2,500,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVENUEBOSTONMA02115PCCHOICES PHASES 2: INCREASING COST EFFECTIVE DECISION MAKING TO PREVENT CHILDHOOD OBESITY$1,534,168
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVENUEBOSTONMA02115PCDIANE MATHIS' RESEARCH TITLED, INFLAMMATORY ASPECTS OF DIABETES$750,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVENUEBOSTONMA02115PCDOUGLAS MELTON'S RESEARCH TITLED, EVALUATING STEM CELL-DERIVED BETA CELLS AS FUNCTIONAL REPLACEMENTS FOR HUMAN ISLET TRANSPLANTATION USING PRECLINICAL ANIMAL MODELS$750,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVENUEBOSTONMA02115PCWILLIAM D. ZABEL '61 PROFESSORSHIP IN HUMAN RIGHTS$1,000,000
PURELEMENTS AN EVOLUTION IN DANCE
1958 FULTON STREET SUITE 409BROOKLYNNY11233PCSUBSIDIZE TUITION FOR THE PRE-PROFESSIONAL DANCE PROGRAM CENTER OF ARTISTIC REFINEMENT$20,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC
701 OKEECHOBEE BOULEVARDWEST PALM BEACHFL33401PCSTAR SERIES EDUCATION PROGRAM$50,000
READING PARTNERS
180 GRAND AVENUE SUITE 800OAKLANDCA94612PCFOR THE NEW YORK CITY CHAPTER$10,000
REGENTS OF THE UNIVERSITY OF MICHIGAN
DEPT OF HEALTH BEHAVIOR HEALTH EDUANN ARBORMI481092029PCWOMEN OF COLOR AND FAMILY OBESITY MANAGEMENT$1,021,0001415 WASHINGTON HTS SPH 1 RM 2823
REGIONAL PLAN ASSOCIATION INC
4 IRVING PLACE 7TH FLOORNEW YORKNY10003PCA REGION STILL AT RISK: A PROPOSAL FOR A FOURTH REGIONAL PLAN$500,000
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
230 WEST 41ST STREET 7TH FLOORNEW YORKNY100367296PCQUEENS COLLEGE'S, SHARING RIVERS TO SAVE THEM: A NEW VISION FOR ENERGY & THE ENVIRONMENT$75,000
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
HUNTER COLLEGE C T 695 PARK AVENUENEW YORKNY10065PCGENERAL OPERATING SUPPORT, ESL PROGRAM AND HEALTHY MEALS/SNACKS$10,000RM 1023W
RIVERKEEPER INC
20 SECOR RDOSSININGNY10562PCBUILDING RESILIENCY IN ENVIRONMENTAL JUSTICE COMMUNITIES ALONG POLLUTED WATERWAYS IN NYC$500,000
ROCKEFELLER FAMILY FUND INC
475 RIVERSIDE DRIVE SUITE 900NEW YORKNY10115PCJUST TRANSITION FUND$200,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREET FLOOR 10NEW YORKNY10036PCFUND FOR SHARED INSIGHT$1,000,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307PCJEFFREY M. FRIEDMAN'S RESEARCH TITLED, TRANSLATIONAL STUDIES OF THE NEURAL CIRCUIT REGULATING BODY WEIGHT$1,000,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307PCSUBHASH C. SINHA'S RESEARCH TITLED, DISCOVERY AND DEVELOPMENT OF HIT AND LEAD COMPOUNDS OF ALZHEIMER DISEASE TARGETS$750,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY100656307PCPAUL GREENGARD'S RESEARCH TITLED, MOLECULAR MECHANISMS UNDERLYING DOPAMINERGIC NEURON DEGENERATION IN PARKINSON'S DISEASE$1,000,000
ROCKVILLE INSTITUTE A RESEARCH INSTITUTE FOR THE ADVANCEMENT OF S
1600 RESEARCH BOULEVARDROCKVILLEMD208503129PCHEALTHY SCHOOLS RANDOMIZED CONTROLLED TRIAL$232,701
ROOT CAUSE INSTITUTE INC
11 AVENUE DE LAFAYETTE 5TH FLOORBOSTONMA021111883PCSURVEY OF WELL-BEING OF YOUNG CHILDREN ORGANIZATIONAL HOME AND HIGH-LEVEL SCALING STRATEGY$155,000
ROOT CAUSE INSTITUTE INC
11 AVENUE DE LAFAYETTE 5TH FLOORBOSTONMA021111883PCSWYC BUSINESS PLANNING PROJECT PHASE II$250,000
ROUNDABOUT THEATRE COMPANY INC
231 WEST 39TH STREET SUITE 1200NEW YORKNY10018PCEDUCATION AT ROUNDABOUT$50,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 NORTH TORREY PINES ROADLA JOLLACA920371002PCFRED GAGE'S RESEARCH TITLED, MODELING PARKINSON'S DISEASE$750,000
SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW
50 EAST WASHINGTON STREET SUITE 500CHICAGOIL60602PCACTION TO END POVERTY PROJECT$400,000
SCRIPPS RESEARCH INSTITUTE
10550 N TORREY PINES ROADLA JOLLACA92307PCRICHARD LERNER'S RESEARCH TITLED, SELECTION OF AGONIST ANTIBODY THAT REGULATES CELLFATES$750,000
SEVENTHWAVE INC
749 UNIVERSITY ROW SUITE 320MADISONWI53705PCHEALTH AND RESILIENCE BENEFITS OF IMPROVING THE ENERGY EFFICIENCY OF AFFORDABLE MULTIFAMILY HOUSING$410,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612PCSIERRA CLUB'S CLEAN POWER PLAN$1,001,300
SOCRATES SCULPTURE PARK INC
PO BOX 6259 32-01 VERNON BOULEVARDLONG ISLAND CITYNY11106PCSCULPTURE STUDIO$10,000
SOLUTIONS PROJECT INC
PO BOX 3202 4900 SHATTUCK AVENUEOAKLANDCA94609PC100% LEADERSHIP AND FIGHTER FUNDS$400,000
SOUTHEAST ENERGY EFFICIENCY ALLIANCE INC
50 HURT PLAZA SE SUITE 1250ATLANTAGA30303PCENERGY EQUITY AS A PATHWAY IN THE CLEAN POWER PLAN$650,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVENUEMONTGOMERYAL36104PCECONOMIC JUSTICE AND CIVIC ENGAGEMENT$750,000
SOUTHFACE ENERGY INSTITUTE INC
241 PINE STREET NEATLANTAGA30308PCNONPROFIT ENERGY AND WATER EFFICIENCY INITIATIVE (NEWE)$930,000
SPHINX ORGANIZATION INC
400 RENAISSANCE CENTER SUITE 2550DETROITMI48243PCGENERAL OPERATING SUPPORT$10,000
STRATEGIES FOR THE GLOBAL ENVIRONMENT
2101 WILSON BLVD SUITE 550ARLINGTONVA22201PCTHE SOLUTIONS FORUM$500,000
STUDIO IN A SCHOOL ASSOCIATION INC
410 WEST 59TH STREETNEW YORKNY10019PCGENERAL OPERATING SUPPORT$10,000
SUSTAINABLE FOOD ALLIANCE INC
7540 WINDSOR DRIVE SUITE 205ALLENTOWNPA18195PCTHE TRUE COST OF AMERICAN FOOD CONFERENCE$40,000
THE ASPEN INSTITUTE INC
1 DUPONT CIRCLE SUITE 700WASHINGTONDC20036PCADVANCING OPPORTUNITY IN AMERICA$300,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
FAIRCHILD BUILDING ROOM D 235STANFORDCA943055125PCBEN A. BARRES'S RESEARCH TITLED, UNDERSTANDING THE ROLE OF GLIA IN ALZHEIMER'S DISEASE$750,000
THE BRIDGESPAN GROUP
2 COPLEY PLACE 7TH FLOOR SUITEBOSTONMA02116PCBRIDGESPAN INSTITUTE$4,350,0003700B
THE CENTER FOR ANTI-VIOLENCE EDUCATION INC
327 SEVENTH STREET 2BROOKLYNNY11215PCTHIRD ROOT$10,000
THE CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER STREET 22ND FLOORNEW YORKNY10038PCSUPREME COURT CAMPAIGN$300,000
THE CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER STREET 22ND FLOORNEW YORKNY10038PCU.S. PROGRAM$1,000,000
THE CENTER FOR YOUTH WELLNESS
3450 THIRD STREET BLDG 2 SUITE 201SAN FRANCISCOCA94124PCDEVELOPING A PRACTICE COMMUNITY IN NEW YORK: SCREENING FOR AND TREATING ADVERSE CHILDHOOD EXPERIENCES (ACES)$500,000
THE CENTER FOR YOUTH WELLNESS
3450 THIRD STREET BLDG 2 SUITE 201SAN FRANCISCOCA94124PCACE'S AND TOXIC STRESS EDUCATION CAMPAIGN: A TRANSFORMATIONAL EFFORT TARGETING THE PUBLIC AND MEDICAL COMMUNITIES$500,000
THE CHILDREN'S AID SOCIETY
711 THIRD AVENUE SUITE 700NEW YORKNY10017PCIN-SCHOOL AND COLLEGE PATHWAYS PROGRAM SUPPORT$1,000,000
THE CHILDREN'S AID SOCIETY
711 THIRD AVENUE SUITE 700NEW YORKNY10017PCCAS-CARRERA NATIONAL TRAINING CENTER$250,000
THE ENERGY FOUNDATION
301 BATTERY STREET FIFTH FLSAN FRANCISCOCA94111PCENERGY EFFICIENCY FOR ALL (EEFA)$4,000,000
THE MAYOR'S FUND TO ADVANCE NEW YORK CITY
253 BROADWAY 6TH FLOORNEW YORKNY10007PCWE ARE NEW YORK: PROGRAM EVALUATION$150,000
THE MAYOR'S FUND TO ADVANCE NEW YORK CITY
253 BROADWAY 6TH FLOORNEW YORKNY10007PCPARKS WITHOUT BORDERS$25,000
THE MIAMI FOUNDATION INC
40 NW 3RD STREETMIAMIFL33128PCREIMAGINING THE CIVIC COMMONS$2,020,000
THE NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY
1776 MASSACHUSETTS AVE NW SUITE 200WASHINGTONDC20036PCBUILDING SUPPORT FOR BIRTH CONTROL IN AMERICA INITIATIVE$622,120
THE NEW SCHOOL
79 FIFTH AVENUE 17TH FLOORNEW YORKNY10003PCHEALTHY AFFORDABLE MATERIALS PROJECT$2,742,000
THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS
445 FIFTH AVENUE 4TH FLOORNEW YORKNY10016PCFINE AMNESTY FOR CHILDREN AND TEENS$1,000,000
THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS
445 FIFTH AVENUE 4TH FLOORNEW YORKNY10016PCENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL) PROGRAM$750,000
THE ONE DAY ON EARTH FOUNDATION INC
111 NORTH 8TH STREETBROOKLYNNY11249PCDIVIDED$500,000
THE PARTICIPATORY BUDGETING PROJECT INC
33 FLATBUSH AVENUE 4TH FLOORBROOKLYNNY11217PCPARTICIPATORY BUDGETING IN UNITED STATES$75,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVENUE SUITE 300BERKELEYCA947045940PCAMERICAN JOBS PROJECT$500,000
THE SUDDEN ARRHYTHMIA DEATH SYNDROMES FOUNDATION
508 EAST SOUTH TEMPLE SUITE 202SALT LAKE CITYUT84102PCPREVENTION & AWARENESS$10,000
THE TRUST FOR PUBLIC LAND
666 BROADWAY NINTH FLOORNEW YORKNY10012PCPARKS FOR PEOPLE: IMPLEMENTING THE 10-MINUTE WALK$3,364,000
THE TRUST FOR PUBLIC LAND
666 BROADWAY NINTH FLOORNEW YORKNY10012PCFROM PLANNING TO PLANTING: STRATEGICALLY SITING TREES TO COOL CITIES, STRENGTHEN COMMUNITIES, AND ADVANCE PUBLIC HEALTH$2,000,000
TIDES CENTER
568 BROADWAY SUITE 701NEW YORKNY10012PCA MOMENT OF OPPORTUNITY: STRENGTHENING THE SOCIAL JUSTICE FIELD$600,000
TRUST FOR CONSERVATION INNOVATION
405 14TH STREET SUITE 164OAKLANDCA94612PCRESILIENT ROOFS PHASE 3: EXPANDING TO NEW CITIES AND CITY-SCALE ANALYSES$230,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 W 131ST ST ROOM 254 MAIL CODENEW YORKNY100277922PCIMPROVING OUR UNDERSTANDING OF ANTI-POVERTY POLICIES$114,0008725
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 W 131ST ST ROOM 254 MAIL CODENEW YORKNY100277922PCDOMENICO ACCILI'S RESEARCH TITLED, CAUSES AND TREATMENT OF B CELL DEDIFFERENTIATION IN DIABETES$750,0008725
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 W 131ST ST ROOM 254 MAIL CODENEW YORKNY100277922PCIDENTIFICATION OF NEW DISEASE GENES TO DIAGNOSE AND DEVELOP NOVEL TREATMENTS FOR PATIENTS WITH RARE AND UNDIAGNOSED DISEASES$250,0008725
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 W 131ST ST ROOM 254 MAIL CODENEW YORKNY100277922PCDAVID SULZER'S RESEARCH TITLED, CELLULAR AND PHYSIOLOGICAL MECHANISM OF PARKINSON'S DISEASE PATHOGENESIS$750,0008725
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
12-102 TRANSLATIONAL RESEARCHPHILADELPHIAPA191046149PCMITCHELL LAZAR'S RESEARCH TITLED, THE EPIGENOMICS OF DIABETES$750,000CENTER 3400 CIVIC CENTER BOULEVARD
TRUSTEES OF TUFTS COLLEGE
OFFICE OF RESEARCH ADMINISTRATIONBOSTONMA02111PCCHILDOBESITY180$1,000,000136 HARRISON AVENUE
TUFTS MEDICAL CENTER INC
800 WASHINGTON STREETBOSTONMA02111PCSWYC PROJECT$44,000
UNITED CHINESE ASSOCIATION OF BROOKLYN INC
78 QUENTIN ROADBROOKLYNNY11223PCTHE GRANT WILL BE USED AS THE FINANCIAL RESOURCE TO FUND THE LEADERSHIP DEVELOPMENT TEAM$10,000
UNITED PALACE OF CULTURAL ARTS INC
PO BOX 1168NEW YORKNY10040PCARTS EDUCATION PROGRAMS$10,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
3333 CALIFORNIA STREET SUITE 335SAN FRANCISCOCA94143PCBEYOND THE PILL: BRINGING THE BEST SCIENCE TO CONTRACEPTIVE CARE$850,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
3333 CALIFORNIA STREET SUITE 335SAN FRANCISCOCA94143PCADVANCING SCIENCE-BASED DECISION MAKING ABOUT TOXIC CHEMICALS: A RECIPE FOR BUILDING A HEALTHY ENVIRONMENT$500,000
UNIVERSITY OF WASHINGTON
3707 BROOKLYN AVE NESEATTLEWA98105GOVIDENTIFYING COMMUNITY NEEDS AND DEVELOPING EMERGENCY RESPONSE STRATEGIES FOR COASTAL FISHING COMMUNITIES IMPACTED BY HARMFUL ALGAL BLOOMS$500,000
URBAN AGE INSTITUTE
150 SUTRO HEIGHTS AVENUE 2SAN FRANCISCOCA94121PCURBAN PARKS INNOVATORS AT MEETING OF THE MINDS 2016$50,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 55766BOSTONMA022055766PCTHE GERALD C. MCNAMARA AND RENEE K.PETROFES CHARITABLE FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 55766BOSTONMA022055766PCTHE GEOFFREY AND YVONNE CANADA FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$150,000
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 55766BOSTONMA022055766PCTHE GERALD C. MCNAMARA AND RENEE K.PETROFES CHARITABLE FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION$100,000
VERA INSTITUTE OF JUSTICE INC
233 BROADWAY 12TH FLOORNEW YORKNY10279PCA CAMPAIGN TO BUILD PUBLIC SUPPORT FOR EXPANDING POSTSECONDARY EDUCATION IN PRISON$500,000
VIRGINIA ORGANIZING INC
703 CONCORD AVENUECHARLOTTESVILLEVA22903PCBUILDING THE BASE OF THE ENVIRONMENTAL HEALTH AND ECONOMIC JUSTICE MOVEMENT$500,000
VIVIAN BEAUMONT THEATER INC
150 WEST 65TH STREETNEW YORKNY10023PCOPEN STAGES EDUCATION PROGRAM$50,000
WASHINGTON UNIVERSITY
CAMPUS BOX 8134 425 S EUCLID AVENUEST LOUISMO63110PCDAVID M. HOLTZMAN'S RESEARCH TITLED, UNDERSTANDING THE RELATIONSHIP BETWEEN AMYLOID-B, APOE, AND TAU IN ALZHEIMER'S DISEASE$850,000
WEST HARLEM ENVIRONMENTAL ACTION INC
1854 AMSTERDAM AVENUENEW YORKNY10031PCENVIRONMENTAL JUSTICE CLEAN POWER PLAN CAMPAIGN$250,000
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
9 CAMBRIDGE CENTERCAMBRIDGEMA021421479PCSUSAN LINDQUIST'S RESEARCH TITLED, A YEAST TO HUMAN NEURON DISCOVERY PLATFORM FOR PARKINSON'S DISEASE$750,000
WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
120 BROADWAY SUITE 1750NEW YORKNY10271PCGENERAL OPERATING SUPPORT$500,000
WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
120 BROADWAY SUITE 1750NEW YORKNY10271PCGENERAL OPERATING SUPPORT$500,000
WNET
825 EIGHTH AVENUENEW YORKNY10019PCTHE PUBLIC POLICY PRODUCTIONS DOCUMENTARY PROJECT, DREAM ON$155,000
WNET
825 EIGHTH AVENUENEW YORKNY10019PCCYBERCHASE SEASON 11: MATH + EARTH POWER$2,000,000
WNET
825 EIGHTH AVENUENEW YORKNY10019PCCHASING THE DREAM: POVERTY AND OPPORTUNITY IN AMERICA$800,000
WOMENRISING INC
270 FAIRMOUNT AVENUEJERSEY CITYNJ07306PCGENERAL OPERATING SUPPORT$20,000
YESHIVA UNIVERSITY
55 FIFTH AVENUENEW YORKNY10003PCTHE KATHRYN O. GREENBERG IMMIGRATION JUSTICE CLINIC$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,916,664TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVANCEMENT PROJECT
1220 L STREET NW SUITE 850WASHINGTONDC20005PCPOWER AND DEMOCRACY$1,500,000
ALLIANCE FOR A HEALTHIER GENERATION INC
C/O THE CLINTON FOUNDATION 1271NEW YORKNY10020PCHEALTHY SCHOOLS PROGRAM$1,883,000AVENUE OF THE AMERICAS 42ND FLOOR
AMERICAN ACADEMY OF PEDIATRICS INC
141 NORTHWEST POINT BLVDELK GROVE VILLAGEIL60007PCSCREENING IN PRACTICES: EARLY IDENTIFICATION, REFERRAL, AND FOLLOW-UP$2,163,000
AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY
529 14TH STREET NW SUITE 600WASHINGTONDC20045PCPROMOTING ENERGY EFFICIENCY INVESTMENTS, SERVICES, AND TECHNOLOGIES IN LOW-INCOME COMMUNITIES$500,000
BLADDER CANCER ADVOCACY NETWORK INC
4915 ST ELMO AVENUE SUITE 202BETHESDAMD20814PCTHE JPB FOUNDATION BLADDER CANCER RESEARCH INNOVATION AWARD AND THE JPB FOUNDATION 2016 AND 2017 YOUNG INVESTIGATOR AWARD$200,000
BLUEGREEN ALLIANCE FOUNDATION
1300 GODWARD STREET NE SUITE 2625MINNEAPOLISMN55413PCMAP, GREEN, AND GROW: AFFORDABLE HOUSING RETROFITS AND A HEALTHIER CLIMATE FOR ALL (MGG2)$1,000,000
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVENUE SEWASHINGTONDC20020PCIMPLEMENTATION OF 11TH STREET BRIDGE PARK'S EQUITABLE DEVELOPMENT PLAN$200,000
CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510WASHINGTONDC20002PCADVANCING EFFECTIVE STRATEGIES TO ADDRESS POVERTY IN AMERICA$2,049,000
CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510WASHINGTONDC20002PCGENERAL OPERATING SUPPORT$1,750,000
CENTRAL PARK CONSERVANCY INC
14 EAST 60TH STREETNEW YORKNY10022PCCERTIFIED URBAN PARK MANAGER (CUPM) PILOT PROGRAM$250,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111PCFULFILLING THE PROMISE OF THE CLEAN AIR ACT$1,000,000
ECODISTRICTS
1223 SW WASHINGTON STREET SUITE 200PORTLANDOR97205PCACCELERATING THE ECODISTRICTS MARKETPLACE IN NORTH AMERICA$500,000
FRESH AIR FUND
633 3RD AVENUE 14TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$100,000
FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES INC
1500 SAN REMO AVENUE SUITE 249CORAL GABLESFL33146PCNEXT GENERATION PARTNERSHIPS TO CREATE SUSTAINABLE, EQUITABLE, AND PROSPEROUS PLACES FOR ALL.$400,000
GLOBAL GREEN USA
2218 MAIN STREET 2ND FLOORSANTA MONICACA90405PCLOS ANGELES SUSTAINABLE PLACEMAKING INITIATIVE$300,000
GLOBAL PHILANTHROPY PARTNERSHIP
2440 N LAKEVIEW AVENUE 15ACHICAGOIL60614PCUSDN GENERAL OPERATING SUPPORT AND USDN INNOVATION FUND SUPPORT$350,000
GUTTMACHER INSTITUTE INC
125 MAIDEN LANE 7TH FLOORNEW YORKNY10038PCSEXUAL AND REPRODUCTIVE HEALTH AND ECONOMIC DISADVANTAGE ACROSS THE LIFE COURSE$1,211,000
HEALTH CARE WITHOUT HARM
12355 SUNRISE DRIVE SUITE 680RESTONVA20191PCLEVERAGING HEALTH CARE PROCUREMENT FOR GREENER PRODUCTS AND TECHNOLOGIES$1,500,000
INSTITUTE FOR SUSTAINABLE COMMUNITIES
535 STONE CUTTERS WAYMONTPELIERVT05602PCPARTNERSHIP FOR RESILIENT COMMUNITIES$1,000,000
LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1401 NEW YORK AVENUE NW SUITE 400WASHINGTONDC20005PCVOTING RIGHTS PROJECT$1,250,000
LEADERSHIP CONFERENCE EDUCATION FUND INC
1620 L STREET NW SUITE 1100WASHINGTONDC20036PCENSURING ECONOMIC SECURITY FOR ALL$500,000
MANHATTAN THEATRE CLUB INC
311 WEST 43RD STREET 8TH FLOORNEW YORKNY10036PCMTC'S EDUCATION PROGRAM$100,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCPICOWER INSTITUTE INNOVATION FUND (PIIF) - DR. FLAVELL$200,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE BUILDING 3-208CAMBRIDGEMA021394307PCPICOWER INSTITUTE INNOVATION FUND (PIIF) - DR. BROWN$200,000
MERIDIAN INSTITUTE
PO BOX 1829DILLONCO80435PCTHE RESILIENT POWER PROJECT: BUILDING A STRONGER CLEAN ENERGY FUTURE$1,300,000
MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND
634 S SPRING STREET 11TH FLOORLOS ANGELESCA90014PCADVANCING VOTING RIGHTS AND IMMIGRANT INTEGRATION$650,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT INC
433 CHESTNUT STREETBEREAKY40403PCJUST TRANSITION FOR APPALACHIA$1,000,000
NATIONAL ACADEMY OF SCIENCES
HEALTH MEDICINE DIVISION KECKWASHINGTONDC20001PCROUNDTABLE ON OBESITY SOLUTIONS$500,000CENTER 500 FIFTH STREET NW
NATIONAL ASSN OF LATINO ELECTED OFFICALS NALEO EDUCATIONAL FUND
1122 W WASHINGTON BLVD 3RD FLOORLOS ANGELESCA90015PCLATINO CIVIC ENGAGEMENT STRATEGY$210,000
NATIONAL COUNCIL OF YOUNG MENS CHRISTIAN ASSNS OF THE USA
101 N WACKER DRIVECHICAGOIL60606PCINVESTING IN THE TRANSLATION AND SCALING OF HEALTHY WEIGHT AND YOUR CHILD$4,406,000
NATIONAL DANCE INSTITUTE INC
217 WEST 147TH STREETNEW YORKNY10039PCIN SCHOOL PROGRAM: INSPIRING CHILDREN THROUGH ARTS$100,000
NATIONAL IMMIGRATION FORUM INC
50 F ST NW SUITE 300WASHINGTONDC20001PCNEW AMERICAN WORKFORCE AND CORPORATE ROUNDTABLE$300,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCCULTIVATING WHOLE CITIES$6,408,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE SUITE 300WASHINGTONDC20036PCVOICES FOR CIVIL JUSTICE$200,000
NEW YORK HALL OF SCIENCE
47-01 111TH STREETCORONANY11368PCCONNECTED WORLDS: ENGAGING THE PUBLIC IN SUSTAINABILITY THROUGH DISCOVERY AND PLAY$1,000,000
PARTNERSHIP FOR A HEALTHIER AMERICA INC
2001 PENNSYLVANIA AVE NW 9TH FLOORWASHINGTONDC20006PCMAKING THE HEALTHY CHOICE THE EASY CHOICE$1,500,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC
701 OKEECHOBEE BOULEVARDWEST PALM BEACHFL33401PCSTAR SERIES EDUCATION PROGRAM$100,000
REGENTS OF THE UNIVERSITY OF MICHIGAN
DEPT OF HEALTH BEHAVIOR HEALTH EDUANN ARBORMI481092029PCWOMEN OF COLOR AND FAMILY OBESITY MANAGEMENT$1,879,0001415 WASHINGTON HTS SPH 1 RM 2823
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
230 WEST 41ST STREET 7TH FLOORNEW YORKNY100367296PCQUEENS COLLEGE'S, SHARING RIVERS TO SAVE THEM: A NEW VISION FOR ENERGY & THE ENVIRONMENT$75,000
ROCKEFELLER FAMILY FUND INC
475 RIVERSIDE DRIVE SUITE 900NEW YORKNY10115PCJUST TRANSITION FUND$200,000
ROUNDABOUT THEATRE COMPANY INC
231 WEST 39TH STREET SUITE 1200NEW YORKNY10018PCEDUCATION AT ROUNDABOUT$100,000
SOLUTIONS PROJECT INC
PO BOX 3202 4900 SHATTUCK AVENUEOAKLANDCA94609PC100% LEADERSHIP AND FIGHTER FUNDS$400,000
STRATEGIES FOR THE GLOBAL ENVIRONMENT
2101 WILSON BLVD SUITE 550ARLINGTONVA22201PCTHE SOLUTIONS FORUM$500,000
THE ASPEN INSTITUTE INC
1 DUPONT CIRCLE SUITE 700WASHINGTONDC20036PCADVANCING OPPORTUNITY IN AMERICA$300,000
THE MIAMI FOUNDATION INC
40 NW 3RD STREETMIAMIFL33128PCREIMAGINING THE CIVIC COMMONS$4,040,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVENUE SUITE 300BERKELEYCA947045940PCAMERICAN JOBS PROJECT$1,000,000
TIDES CENTER
568 BROADWAY SUITE 701NEW YORKNY10012PCA MOMENT OF OPPORTUNITY: STRENGTHENING THE SOCIAL JUSTICE FIELD$1,500,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
3333 CALIFORNIA STREET SUITE 335SAN FRANCISCOCA94143PCADVANCING SCIENCE-BASED DECISION MAKING ABOUT TOXIC CHEMICALS: A RECIPE FOR BUILDING A HEALTHY ENVIRONMENT$1,000,000
VIVIAN BEAUMONT THEATER INC
150 WEST 65TH STREETNEW YORKNY10023PCOPEN STAGES EDUCATION PROGRAM$100,000
WNET
825 EIGHTH AVENUENEW YORKNY10019PCCYBERCHASE SEASON 11: MATH + EARTH POWER$1,000,000
WNET
825 EIGHTH AVENUENEW YORKNY10019PCCHASING THE DREAM: POVERTY AND OPPORTUNITY IN AMERICA$1,200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$51,074,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,974,208ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,387,058ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,034,396ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$12,398,077ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
REBATE INCOME14$79,970
FOREIGN EXCHANGE LOSS01-$121,838
TENANT IMPROVEMENT01$1,765,702
UBTI FROM PARTNERSHIP K-1S525990$4,478,977
LESS: K-1 UBTI REFLECTED FOR NET INV INC BUT NOT FOR BOOK14-$4,478,977

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,478,977UnrelatedBusinessTaxblIncmAmt
Exclusion$31,242,442ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,721,419TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF JEFFRY M PICOWERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11410 SOUTH OCEAN BOULEVARDAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Total Contributions$23,383,175TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$100,762Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$86,762DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (25 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER SOFTWARE2011-10-12$39,997$39,997SL3.000000000000$0$0
COMPUTER SOFTWARE2011-10-13$15,000$15,000SL3.000000000000$0$0
COMPUTER SOFTWARE2012-01-26$15,000$15,000SL3.000000000000$0$0
COMPUTER SOFTWARE2012-11-01$18,500$18,500SL3.000000000000$0$0
OFFICE & COMPUTER2012-01-05$1,287$1,287SL3.000000000000$0$0
OFFICE & COMPUTER2012-01-18$625$625SL3.000000000000$0$0
OFFICE & COMPUTER2012-03-20$278$278SL3.000000000000$0$0
OFFICE & COMPUTER2012-06-20$14,903$14,903SL3.000000000000$0$0
OFFICE & COMPUTER2012-06-25$200$200SL3.000000000000$0$0
OFFICE & COMPUTER2012-09-12$448$448SL3.000000000000$0$0
OFFICE & COMPUTER2012-11-27$4,149$4,149SL3.000000000000$0$0
COMPUTER SOFTWARE2013-01-01$10,950$9,125SL3.000000000000$1,825$0
OFFICE & COMPUTER2013-01-01$27,058$13,530SL5.000000000000$5,412$0
FURNITURE & FIXTURE2013-01-01$84,075$30,027SL7.000000000000$12,011$0
LEASEHOLD IMPROVEMENT2013-01-01$43,359$36,132SL3.000000000000$7,227$0
COMPUTER SOFTWARE2014-07-01$14,845$7,423SL3.000000000000$4,948$0
OFFICE & COMPUTER2014-07-01$25,715$12,857SL3.000000000000$8,572$0
LEASEHOLD IMPROVEMENT - 875 3RD AVE2014-07-01$8,625SL15.000000000000$287$0
OFFICE & COMPUTER2015-10-01$11,680$1,168SL5.000000000000$2,336$0
LEASEHOLD IMPROVEMENT - 875 3RD AVE2015-01-01$6,180,700SL15.000000000000$206,023$0
FURNITURE & FIXTURE2016-01-01$593,698SL7.000000000000$42,407$0
OFFICE & COMPUTER2016-01-01$62,130SL5.000000000000$6,213$0
COMPUTER SOFTWARE2016-07-15$5,768SL3.000000000000$961$0
LEASEHOLD IMPROVEMENT - 875 3RD AVE2016-01-01$2,303,378SL15.000000000000$76,779$0
LEASEHOLD IMPROVEMENT - 875 3RD AVE2016-01-01$3,345,687SL15.000000000000$111,523$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
DONOR ADVISED FUNDFORM 990-PF, PART VII-A, LINE 12THE JPB FOUNDATION MADE CHARITABLE GIFTS IN THE YEAR ENDED 12/31/2016 TO DONOR ADVISED FUNDS THAT IT TREATED AS QUALIFIED DISTRIBUTIONS. ALL CONTRIBUTIONS ARE BEING USED TO SUPPORT CHARITABLE PURPOSES AS DESCRIBED IN 170(C)(2)(B). ALL DISTRIBUTIONS WILL BE USED TO FURTHER MEDICAL, ENVIRONMENT, POVERTY AND EDUCATIONAL EFFORTS.
NAME OF THE FOREIGN COUNTRYFORM 990-PF, PART VII-A, LINE 16UNITED KINGDOM AND CANADA.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (404 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
25800 CARDINAL FINANCIAL CORPORATION$573,384$845,982
19165 CEB INC.$1,359,897$1,161,399
20170 CLARCOR INC.$1,290,651$1,663,420
13400 CLARCOR INC.$775,028$1,105,098
9500 TEAMHEALTH HOLDINGS INC.$475,660$412,775
73605 WH GROUP LTD$933,126$1,190,487
22700 ACTIVISION BLIZZARD INC COM STK$836,954$819,697
52569 ADR ABERDEEN ASSET MGMT PLC ADR$650,687$330,028
24500 ADR AMADEUS IT GROUP S A ADS$1,033,721$1,120,385
13368 ADR AMADEUS IT GROUP S A ADS$552,930$611,319
24769 ADR AMCOR LTD$1,017,210$1,065,067
84200 ADR ASAHI KASEI CORP ADR$1,508,586$1,462,554
30700 ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT)$3,136,941$3,444,540
69400 ADR ASTRAZENECA PLC SPONSORED ADR UK$2,172,485$1,896,008
2809 ADR BAIDU INC SPONSORED ADR REPSTG ORD SHS CL A$476,005$461,828
77800 ADR BNP PARIBAS SPONSORED ADR REPSTG$2,215,170$2,477,930
25127 ADR BRAMBLES LTD SPONSORED ADR$446,626$448,014
15271 ADR BUNZL PLC SPONSORED ADR NEW$429,767$393,992
49994 ADR CARLSBERG AS SPONSORED ADR$924,548$862,896
58500 ADR CARLSBERG AS SPONSORED ADR$1,060,005$1,009,710
47934 ADR CIELO S A SPONSORED ADR$463,697$409,117
114066 ADR CK HUTCHISON HLDGS LTD ADR$1,628,863$1,294,649
29965 ADR COCA COLA AMTIL LTD SPONSORED$268,462$216,947
224000 ADR COMPAGNIE FINANCIERE RICHEMONT AG SWITZ ADR$1,663,347$1,469,440
105743 ADR COMPAGNIE FINANCIERE RICHEMONT AG SWITZ ADR$737,729$693,674
39125 ADR COMPASS GROUP PLC SPONSORED ADR NEW JUNE 2014$712,698$730,855
8395 ADR CSL LTD SPONSORED ADR$310,074$304,487
54000 ADR DANONE SPONSORED ADR$755,192$679,320
16900 ADR ESSILOR INTL ADR$1,040,545$955,357
10100 ADR FOMENTO ECONOMICO MEXICANO SAB DE CV$993,077$769,721
12216 ADR FOMENTO ECONOMICO MEXICANO SAB DE CV$1,060,383$930,981
36100 ADR GEMALTO NV SPONSORED ADR$1,262,838$1,044,192
34700 ADR GETINGE AB ADR$806,158$558,670
24692 ADR GRUPO TELEVISA SA DE CV SPONSORED ADR REPSTG ORD PARTN SPONS$684,480$515,816
19900 ADR HDFC BK LTD ADR REPSTG 3 SHS$1,252,355$1,207,532
21833 ADR INFORMA PLC SPONSORED ADR NEW$358,109$366,794
90738 ADR JULIUS BAER GROUP LTD-UN ADR$771,616$803,031
6818 ADR KAO CORP SPONSORED ADR REPSTG 10 SHSCOM$325,083$323,037
34554 ADR KASIKORNBANK PUB CO LTD ADR$869,649$680,714
51761 ADR KINGFISHER PLC SPONSORED ADR PAR 15 5/7 PENCE$517,962$442,557
23249 ADR KOMATSU LTD SPONSORED ISIN US5004584018$488,613$527,287
50400 ADR L OREAL CO ADR$1,843,854$1,835,064
24700 ADR LVMH MOET HENNESSY LOUIS VUITTON ADR$867,409$938,476
34000 ADR MURATA MFG CO LTD ADR$969,099$1,134,240
86000 ADR NASPERS LTD SPONSORED ADR REPSTG CL N SHS$1,454,251$1,257,320
21800 ADR NATIONAL GRID TRANSCO PLC SPONSORED ADR NEW$1,534,172$1,271,594
35700 ADR NESTLE S A SPONSORED ADR REPSTG REG SH$2,705,467$2,561,118
82750 ADR NESTLE S A SPONSORED ADR REPSTG REG SH$5,441,651$5,936,485
5454 ADR NOVARTIS AG$469,897$397,269
73400 ADR NOVO-NORDISK A S ADR$3,711,916$2,632,124
6653 ADR NOVO-NORDISK A S ADR$333,501$238,577
118100 ADR PERNOD RICARD S A ADR$2,623,043$2,548,007
10639 ADR PERNOD RICARD S A ADR$222,392$229,536
36891 ADR PRADA SPA UNSP ADR EACH REPR 2 ORD$436,687$250,269
117575 ADR PROSIEBENSAT.1 MEDIA SE$1,342,563$1,127,544
76774 ADR PUBLICIS S A NEW SPONSORED ADR$1,416,487$1,320,129
80110 ADR RELX PLC SPONSORED ADR$1,345,545$1,439,577
40076 ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104$1,352,596$1,143,368
91900 ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104$3,023,893$2,621,907
5000 ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHS$322,601$271,900
10444 ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHS$609,093$605,439
50600 ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHS$2,633,185$2,933,282
161500 ADR SAFRAN ADR$2,719,500$2,902,155
21720 ADR SANDVIK AB ADR$231,802$266,287
52360 ADR SCHNEIDER ELECTRIC SE$693,875$723,092
51400 ADR SEVEN & I HLDGS CO LTD ADR$1,084,370$974,544
43200 ADR SHISEIDO LTD SPONSORED ADR$1,119,848$1,095,725
10300 ADR SILICON MOTION TECHNOLOGY CORP SPONSORED ADR REPSTG SHS$374,249$437,544
66400 ADR SINGAPORE TELECOMMUNICATIONS LTD SPONSORED ADR NEW 2006$1,967,472$1,656,016
30527 ADR SKY PLC SPONSORED$1,735,271$1,496,434
20911 ADR SMITH & NEPHEW GROUP P L C SPONSOREDADR NEW$706,272$629,003
27700 ADR SPONSORED ADR$611,881$526,854
1511 ADR SYNGENTA AG SPONSORED ADR$112,921$119,445
30484 ADR TEVA PHARMACEUTICAL INDS$1,650,119$1,105,045
24400 ADR TOTAL SA$1,174,116$1,243,668
3134 ADR TOYOTA MTR CORP SPONSORED ADR$365,554$367,305
75275 ADR UNILEVER N V NEW YORK SHS NEW$2,883,366$3,090,791
13780 ADR UNILEVER N V NEW YORK SHS NEW$597,648$565,807
41700 ADR UNILEVER PLC SPONSORED ADR NEW$1,924,778$1,697,190
13714 ADR UNITED OVERSEAS BK LTD SPONSORED ADRISIN #US9112713022$437,962$385,912
36500 ADR VODAFONE GROUP PLC NEW SPONSORED ADRNO PAR$1,128,025$891,695
13058 ADR WOLTERS KLUWER N V SPONSORED ADR$505,862$474,005
10020 ADR WPP PLC ADR DR EACH REPR 5 SHS$1,087,903$1,108,813
95689 ADR YAHOO JAPAN CORP ADR$735,872$731,064
91000 AES CORP COM$1,063,244$1,057,420
518778 AGILENT TECHNOLOGIES INC COM$12,734,644$23,635,526
82500 AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1$1,214,730$1,354,650
8558 ALAMO GROUP INC COM$548,717$651,264
76899 ALLIANZ SE ADR EACH REP 1/10 ORD SHS$1,236,702$1,267,296
8500 ALPHABET INC CAP STK CL C$6,083,314$6,560,470
14197 ALPHABET INC CAP STK CL C$7,599,066$10,957,529
2200 ALPHABET INC CL A CAP STK$1,552,690$1,743,390
3100 AMAZON COM INC COM$2,411,670$2,324,597
9870 AMAZON COM INC COM$2,919,243$7,401,217
10100 AMBARELLA INC SHS$571,757$546,713
23095 AMERICAN CAMPUS CMNTYS INC COM$913,965$1,149,438
188101 AMERICAN EXPRESS CO$13,797,660$13,934,522
13500 AMERICAN EXPRESS CO$999,981$1,000,080
94000 AMERICAN INTERNATIONAL GROUP INC COM$5,172,754$6,139,140
26810 AMERIS BANCORP COM$844,630$1,168,916
19640 AMERISAFE INC COM$883,976$1,224,554
20600 AMN HEALTHCARE SVCS INC COM$573,293$792,070
45400 AMPLIFY SNACK BRANDS INC COM$606,134$399,974
32555 AMPLIFY SNACK BRANDS INC COM$405,458$286,810
19500 ANADARKO PETRO CORP COM$1,551,163$1,359,735
5740 ANALOGIC CORP COM PAR $0.05$436,641$476,133
8100 ANALOGIC CORP COM PAR $0.05$645,419$671,895
35000 ANHEUSER-BUSCH INB NPV$3,525,366$3,711,929
10300 ANIXTER INTL INC COM$654,662$834,815
7200 AON PLC COM$816,432$803,016
74600 AON PLC COM$7,065,438$8,320,138
46500 AON PLC COM$4,400,825$5,186,145
709452 APPLE INC COM STK$20,865,997$82,168,731
15000 APPLE INC COM STK$1,584,033$1,737,300
511998 AT&T INC COM$16,773,106$21,775,275
507606 AUTOMATIC DATA PROCESSING INC COM$25,764,416$52,171,745
14020 BALCHEM CORP COM$901,438$1,176,558
8600 BALCHEM CORP COM$509,211$721,712
23400 BANK NEW YORK MELLON CORP COM STK$947,230$1,108,692
138780 BANK NEW YORK MELLON CORP COM STK$3,719,304$6,575,396
280500 BANK OF AMERICA CORP$4,739,853$6,199,050
14000 BARNES GROUP INC COM$478,792$663,880
119000 BAXTER INTL INC COM$4,865,259$5,276,460
45970 BERKLEY W R CORP COM$2,436,329$3,057,465
33 BERKSHIRE HATHAWAY INC DEL CL A$5,540,307$8,055,993
81150 BERKSHIRE HATHAWAY INC-CL B$11,865,790$13,225,827
18965 BLACKBAUD INC COM$882,091$1,213,760
12800 BLACKROCK INC COM STK$4,070,588$4,870,912
17100 BOEING CO COM$2,205,708$2,662,128
40100 BOJANGLES INC COM$711,333$747,865
6653 BROADCOM LIMITED COM NPV$701,246$1,176,051
9800 BROADCOM LIMITED COM NPV$1,458,222$1,732,346
8500 BROWN FORMAN CORP CL A$286,418$393,125
21000 BROWN-FORMAN INC CL B NON-VTG COM$700,742$943,320
109892 CA INC COM$2,478,065$3,491,269
6500 CACI INTL INC CL A$571,420$807,950
33992 CALAMP CORP COM$552,596$492,884
31780 CALATLANTIC GROUP INC COM$1,162,955$1,080,838
42545 CALLIDUS SOFTWARE INC COM STK$696,793$714,756
35000 CALLON PETE CO DEL COM$358,338$537,950
6514 CAMBREX CORP COM$317,435$351,430
8398 CANADIAN NATL RY CO COM$535,470$566,025
15835 CANTEL MEDICAL CORP COM$745,342$1,247,006
21485 CARDTRONICS PLC$816,550$1,172,436
87000 CARMAX INC COM$4,792,398$5,601,930
10400 CARPENTER TECHNOLOGY CORP COM$376,724$376,168
39280 CATALENT INC COM$1,111,150$1,058,989
55000 CATERPILLAR INC COM$4,327,394$5,100,700
43970 CATHAY GENERAL BANCORP INC COM$1,276,929$1,672,179
143500 CBRE GROUP INC CL A$4,716,313$4,518,815
169202 CDK GLOBAL INC COM$4,203,925$10,099,667
96500 CDW CORP COM$4,178,812$5,026,685
33223 CENOVUS ENERGY INC COM$529,651$502,664
48300 CERNER CORP COM$2,790,856$2,287,971
3000 CHARTER COMMUNICATIONS INC NEW CL A$824,765$863,760
21200 CHARTER COMMUNICATIONS INC NEW CL A$4,459,455$6,103,904
28800 CHEVRON CORP COM$3,003,355$3,389,760
1183500 CISCO SYSTEMS INC$28,285,650$35,765,370
94500 CITIGROUP INC COM NEW COM NEW$4,436,010$5,616,135
161200 CITIGROUP INC COM NEW COM NEW$8,680,899$9,580,116
20300 CME GROUP INC COM STK$1,895,428$2,341,605
26900 COCA COLA CO COM$1,168,455$1,115,274
15000 COCA COLA CO COM$582,036$621,900
24535 COGNEX CORP COM$999,322$1,560,917
27635 COHEN & STEERS INC COM$1,133,838$928,536
5400 COHERENT INC COM$422,495$741,879
19600 COMCAST CORP NEW-CL A$829,861$1,353,380
31000 COMCAST CORP NEW-CL A$1,882,443$2,140,550
739563 COMCAST CORP NEW-CL A$11,160,006$51,066,825
123500 COMMSCOPE HLDG CO INC COM$3,763,557$4,594,200
9300 COMPASS MINERALS INTL INC COM$775,874$728,655
20820 COTIVITI HLDGS INC COM$728,874$716,208
4700 CULLEN / FROST BANKERS INC COM$326,404$414,681
36000 CUMMINS INC$3,742,872$4,920,120
14500 DANAHER CORP COM$1,026,147$1,128,680
12300 DAVE & BUSTERS ENTMT INC COM$574,372$692,490
85963 DELL TECHNOLOGIES INC COM CL V$4,057,454$4,725,386
18031 DEUTSCHE POST AG SPONSORED ADR$554,548$590,335
52250 DIAGEO ORD PLC$1,636,226$1,362,273
8900 DIAGEO PLC SPONSORED ADR NEW$1,036,129$925,066
30475 DIPLOMAT PHARMACY INC COM$878,121$383,985
164839 DISCOVER FINL SVCS COM STK$2,551,708$11,883,244
93660 DISH NETWORK CORP CL A COM STK$6,349,787$5,425,724
12500 DORMAN PRODS INC COM$679,793$913,250
19000 DOW CHEMICAL CO COM$919,812$1,087,180
330677 DOW CHEMICAL CO COM$9,249,036$18,921,338
11800 DRIL-QUIP INC COM$896,075$708,590
32800 EASTERLY GOVERNMENT PROPERTI COMMON STOCK$638,653$656,656
40200 EATON CORP PLC COM USD 0.50$2,526,102$2,697,018
46526 EBAY INC COM USD 0.001$428,456$1,381,357
51200 ECOLAB INC COM STK USD1$5,607,049$6,001,664
32720 EDUCATION RLTY TR INC COM NEW$1,101,395$1,384,056
15700 EDUCATION RLTY TR INC COM NEW$590,752$664,110
15000 ELI LILLY & CO COM$1,216,470$1,103,250
357112 ELI LILLY & CO COM$13,141,722$26,265,588
42900 ENBRIDGE INC COM$1,812,343$1,806,948
13900 EOG RESOURCES INC COM$1,105,098$1,405,290
15230 EPAM SYS INC COM STK$809,075$979,441
45422 ERICSSON$461,980$264,810
18056 EXLSERVICE COM INC COM STK$906,900$910,745
14100 EXLSERVICE COM INC COM STK$636,266$711,204
16900 EXXON MOBIL CORP COM$1,471,073$1,525,394
22360 FANUC CORPORATION$363,261$372,294
106000 FANUC CORPORATION$1,737,048$1,764,900
320786 FERRO CORP COM$2,479,108$4,596,863
22800 FIDELITY NATL INFORMATION SVCS INC COM STK$1,349,345$1,724,592
29090 FIVE BELOW INC COM USD 0.01$1,040,508$1,162,436
10500 FIVE BELOW INC COM USD 0.01$392,327$419,580
45660 FLOTEK INDS INC DEL COM$781,909$428,747
40445 FORUM ENERGY TECH COM USD 0.01$842,254$889,790
16800 FORWARD AIR CORP COM$753,141$795,984
16800 FRANKLIN ELEC INC COM$562,661$653,520
134800 GDR ASSA ABLOY AB ADR$1,286,170$1,246,900
214500 GEN MTRS CO COM$6,898,319$7,473,180
9900 GENERAL DYNAMICS CORP COM$1,483,537$1,709,334
1101923 GENERAL ELECTRIC CO$17,652,806$34,820,767
26100 GENERAL ELECTRIC CO$819,454$824,760
15100 GENOMIC HEALTH INC COM$425,531$443,789
13000 GILEAD SCIENCES INC$1,143,950$930,930
23930 GLACIER BANCORP INC NEW COM$643,584$866,984
53150 GLOBUS MED INC CL A NEW COM STK$1,291,733$1,318,651
16400 GOLDMAN SACHS GROUP INC COM$3,145,325$3,926,980
37960 GRAND CANYON ED INC COM STK$1,677,045$2,218,762
14300 GRANITE CONST INC COM$560,536$786,500
25704 GROUPE CGI INC CL A SUB VTG$982,484$1,234,563
70100 HAMAMATSU PHOTONICS$1,882,226$1,878,680
72500 HCA HEALTHCARE INC COM$4,980,522$5,366,450
33540 HEALTHCARE SVCS GROUP INC COM$1,046,983$1,313,762
58495 HEARTLAND EXPRESS INC COM$1,475,129$1,190,958
12605 HEICO CORP NEW CL A$555,535$855,879
16960 HEICO CORP NEW COM$967,130$1,308,464
59000 HEINEKEN HOLDING EUR 1.6 A$3,637,089$4,115,909
8215 HELEN TROY LTD COM STK$851,387$693,757
27600 HEXCEL CORP NEW COM$1,170,181$1,419,744
21485 HIBBETT SPORTS INC COM STK$1,018,436$801,390
23300 HUBSPOT INC COM$1,260,270$1,095,100
13860 IBERIABANK CORP COM$863,005$1,160,775
14275 ICU MED INC COM$1,262,611$2,103,421
14653 IDACORP INC COM$1,072,212$1,180,299
10800 IDACORP INC COM$729,448$869,940
9100 IDEX CORP COM$835,925$819,546
34500 ILG INC COM$515,207$626,865
19026 ILG INC COM$223,482$345,702
27050 IMPAX LABORATORIES INC COM$899,798$358,412
30415 INC RESH HLDGS INC CL A$1,277,341$1,599,829
19600 INCYTE CORP COM$1,673,444$1,965,292
7000 INDIVIOR PLC ORD USD 0.10$11,170$25,620
10500 INTEGRA LIFESCIENCES HLDG CORP COM DESP$645,768$900,795
12700 INTER PARFUMS INC COM$351,067$415,925
9500 IROBOT CORP COM$352,150$555,275
14300 JACK HENRY & ASSOC INC COM$1,206,786$1,269,554
46750 JC DECAUX SA NPV$1,625,508$1,377,216
23900 JPMORGAN CHASE & CO COM$1,454,143$2,062,331
54660 JPMORGAN CHASE & CO COM$3,169,609$4,716,611
75000 JPMORGAN CHASE & CO COM$4,605,306$6,471,750
504322 JPMORGAN CHASE & CO COM$21,827,056$43,517,945
37215 KAPSTONE PAPER & PACKAGING CORP COMMON STOCK$1,040,432$820,591
3957 KEYENCE CORP COMMON STK$2,588,346$2,715,966
258889 KEYSIGHT TECHNOLOGIES INC COM$5,144,007$9,467,571
31800 KFORCE INC$613,229$734,580
214052 KRAFT HEINZ CO COM$11,493,725$18,691,021
48600 LAS VEGAS SANDS CORP COM STK$2,534,018$2,595,726
239800 LIBERTY GLOBAL PLC -SERIES C COM$9,247,539$7,122,060
32900 LIBERTY GLOBAL PLC USD 0.01 A$1,133,794$1,006,411
32804 LILAC GROUP - CL C W /I COMMON STOCK$1,410,578$694,461
19437 LITHIA MTRS INC CL A$1,757,334$1,882,085
6400 LITTELFUSE INC COM$651,664$971,328
277700 LLOYDS BANKING GROUP PLC-ADR$811,550$860,870
140918 LLOYDS BANKING GROUP PLC-ADR$664,601$436,846
24490 LOGMEIN INC COM$1,250,242$2,364,509
15600 LTC PPTYS INC COM$715,104$732,888
25640 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK$991,347$1,186,619
14670 MARKETAXESS HLDGS INC COM STK$1,185,493$2,155,316
67020 MARRIOTT INTL INC NEW COM STK CL A$4,554,375$5,541,214
22800 MARSH & MCLENNAN CO'S INC COM$1,418,499$1,541,052
8760 MARTIN MARIETTA MATLS INC COM$853,196$1,940,603
10900 MASIMO CORP COM STK$408,163$734,660
50055 MASTERCARD INC CL A$3,120,444$5,168,179
22800 MATADOR RES CO COM$492,732$587,328
66680 MATADOR RES CO COM$1,270,508$1,717,677
21500 MB FINL INC NEW COM$700,063$1,015,445
23040 MEDIDATA SOLUTIONS INC COM$1,001,230$1,144,397
12100 MEDTRONIC PLC COMMON STOCK$1,040,100$861,883
316942 MERCK & CO INC NEW COM$11,543,028$18,658,376
14800 METHODE ELECTRS INC COM$463,975$611,980
10000 MICROSEMI CORP COM$331,465$539,700
22900 MICROSOFT CORP COM$1,137,018$1,423,006
172800 MICROSOFT CORP COM$8,458,854$10,737,792
23905 MOBILE MINI INC COM$932,834$723,126
121800 MONDELEZ INTL INC COM$4,696,194$5,399,394
642156 MONDELEZ INTL INC COM$11,395,953$28,466,775
9835 MONRO MUFFLER BRAKE INC COM$559,593$562,562
267310 MONSANTO CO NEW COM$21,082,539$28,123,685
10300 MONSANTO CO NEW COM$1,094,593$1,083,663
17300 MOODYS CORP COM$1,690,744$1,630,871
41300 MORGAN STANLEY COM STK USD 0.01$1,519,716$1,744,925
12300 MTS SYS CORP COM$673,861$697,410
12100 MULTI-COLOR CORP COM$686,740$938,960
15835 NATIONAL HEALTH INVS INC COM$1,032,087$1,174,482
16700 NATIONAL INSTRS CORP COM$484,121$514,694
40200 NAVIGANT CONSULTING INC COM$618,107$1,052,436
42000 NEWELL BRANDS INC COM$1,845,052$1,875,300
13900 NEXSTAR MEDIA GROUP INC CL A$710,556$879,870
20100 NIELSEN HOLDINGS PLC COMSTK$968,090$843,195
82600 NOBLE ENERGY INC COM$4,271,675$3,143,756
7700 NORFOLK SOUTHN CORP COM$654,932$832,139
26900 NORTHWESTERN CORP COM NEW COM NEW$1,389,925$1,529,803
27500 NORWEGIAN CRUISE LINE HLDGS LTD COM USD 0.001$1,046,686$1,169,575
17700 OCCIDENTAL PETROLEUM CORP$1,238,111$1,260,771
60300 OLD NATL BANCORP IND COM$801,730$1,094,445
15402 OLLIES BARGAIN OUTLET HLDGS INC COM$385,575$438,187
238500 ORACLE CORP COM$9,945,522$9,170,325
488094 ORACLE CORP COM$11,030,924$18,767,214
14290 OXFORD INDS INC COM$927,591$859,258
46526 PAYPAL HLDGS INC COM$662,579$1,836,381
25115 PEBBLEBROOK HOTEL TR COM STK$1,030,353$747,171
47900 PEPSICO INC COM$4,676,745$5,011,777
32835 PERNOD RICARD NPV EUR 1.55$3,807,576$3,565,438
1054810 PFIZER INC COM$27,600,633$34,260,229
12800 PNC FINANCIAL SERVICES GROUP COM STK$1,112,757$1,497,088
40400 POTBELLY CORP COM$543,908$521,160
20020 POWER INTEGRATIONS INC COM$1,019,859$1,358,357
7900 PPDC ENERGY INC COM$443,343$573,382
15680 PRA GROUP INC COM$775,585$613,088
44415 PRIMORIS SVCS CORP COM$973,613$1,011,774
21485 PROASSURANCE CORP COM$1,008,778$1,207,457
12600 PROCTER & GAMBLE COM NPV$1,072,130$1,059,408
9745 PROOFPOINT INC COM$722,740$688,484
69415 PT BANK MANDIRI TBK UNSPON ADR$527,255$587,251
10400 PTC INC COM$367,885$481,208
67500 QUINTILES IMS HOLDINGS INC COM USD 0.01$4,476,322$5,133,375
12380 RBC BEARINGS INC COM$807,321$1,148,988
7000 RECKITT BENCK GRP ORD GBP 0.10$483,108$595,608
61450 RICHEMONT(CIE FIN) CHF1 (REGD)$5,450,443$4,078,125
42995 RITCHIE BROS AUCTIONEERS INC COM$1,114,514$1,461,830
6133 ROGERS CORP COM$429,106$471,076
20500 ROYAL CARIBBEAN CRUISES COM STK$1,505,873$1,681,820
15576 SAP SE-SPONSORED ADR$1,190,815$1,346,234
13300 SAP SE-SPONSORED ADR$1,162,017$1,149,519
25400 SCHLUMBERGER LTD COM COM$2,052,184$2,132,330
22200 SCHULMAN A INC COM$618,161$742,590
6700 SCRIPPS NETWORKS INTERACTIVE INC CL A COM STK$504,144$478,179
24400 SELECTIVE INS GROUP INC COM$762,945$1,050,420
10700 SEMPRA ENERGY INC COM STK$1,166,539$1,076,848
9000 SENSIENT TECHNOLOGIES CORP COM$560,512$707,220
15860 SILGAN HLDGS INC COM$831,982$811,715
5600 SMC CORPORATION$1,416,225$1,336,440
49200 SOFTBANK GROUP CORP$2,915,908$3,255,564
23520 SOUTHSIDE BANCSHARES INC CMT-COM$650,483$885,998
48190 STAG INDL INC COM$1,075,866$1,150,295
23700 STARBUCKS CORP COM$1,194,903$1,315,824
17800 STIFEL FINL CORP COM$718,581$889,110
26930 STIFEL FINL CORP COM$1,283,012$1,345,153
15900 SUN COMMUNITIES INC COM$1,039,669$1,218,099
27002 SUNCOR ENERGY INC NEW COM STK$942,521$882,695
5850 SWATCH GROUP CHF 2.25(BR)$2,801,491$1,822,891
41098 TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR$938,562$1,181,567
121400 TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR$3,207,998$3,490,250
15400 TETRA TECH INC NEW COM$423,386$664,510
31800 TEXAS INSTRUMENTS INC COM$1,783,782$2,320,446
878677 TEXAS INSTRUMENTS INC COM$22,089,940$64,117,061
40500 TEXAS ROADHOUSE INC COMMON STOCK$1,371,321$1,953,720
24400 THERMO FISHER CORP$3,146,516$3,442,840
76500 TIFFANY & CO COM$5,820,562$5,923,395
22210 TORO CO COM$749,500$1,242,650
147500 TRIBUNE MEDIA COMPANY CLASS A COMMON STOCK$6,332,073$5,159,550
14700 TUPPERWARE BRANDS CORPORATION$917,583$773,514
186200 TWENTY-FIRST CENTY FOX INC CL B$6,742,786$5,073,950
21280 TX CAP BANCSHARES INC COM$1,125,514$1,668,352
11545 TYLER TECHNOLOGIES INC COM STK$1,366,009$1,648,280
50416 UBS GROUP AG COMMON STOCK$869,693$790,019
11800 UMB FINL CORP COM STK$650,977$910,016
14800 UNITED BANKSHARES INC W VA COM$548,435$684,500
15420 UNITED BANKSHARES INC W VA COM$710,613$713,175
43400 UNITEDHEALTH GROUP INC COM$4,341,862$6,945,736
582000 UNITEDHEALTH GROUP INC COM$16,924,560$93,143,280
15030 UNIVERSAL FST PRODS INC COM$804,306$1,535,765
16240 US ECOLOGY INC COM$649,754$798,196
157417 VERIZON COMMUNICATIONS COM$4,626,044$8,402,919
33000 VISA INC COM CL A STK$1,501,946$2,574,660
31500 VISA INC COM CL A STK$2,319,989$2,457,630
5965 WD 40 CO COM STK$497,968$697,308
28170 WEBSTER FNCL CORP WATERBURY CONN COM$1,013,465$1,529,068
143000 WELLS FARGO & CO NEW COM STK$7,695,870$7,880,730
74120 WELLS FARGO & CO NEW COM STK$3,093,327$4,084,753
27100 WELLS FARGO & CO NEW COM STK$1,364,791$1,493,481
28160 WEST PHARMACEUTICAL SVCS INC COM$1,544,369$2,388,813
34550 WOLVERINE WORLD WIDE INC COM$646,719$758,373
44578 WRIGHT MEDICAL GROUP NV EUR 0.03$1,066,177$1,024,402
33600 XILINX INC COM$1,514,632$2,028,432
18100 YUM BRANDS INC COM$990,025$1,146,273
2074066.94 AIM INTL MUT FDS INVESCO INTL MUT FDS INVESCO ASIA PACIFIC GROWTH$56,500,000$61,537,566
1760652.51 AMG TR IV MANAGERS FAIRPOINTE MIDCAPFD CL I$70,583,348$73,419,210
2598455.71 DODGE & COX INTL STK FD$97,631,364$99,001,163
1526675.48 FIRST EAGLE OVERSEAS I SHARE$35,234,882$34,884,535
1123547.69 GMO TR EMERGING DOMESTIC OPPORTUNITIES FD CL II$27,635,484$23,549,560
1840197.11 HARRIS ASSOCIATED INVESTMENT TRUST OAKMARK INTL FD INVS CL$44,079,281$41,772,474
866247.49 MATTHEWS ASIA SMALL COMP-INS$20,000,000$16,484,690
880070.55 MATTHEWS INTL FDS PAC TIGER FD INSTLCL$22,607,106$20,153,616
1355245.16 T ROWE PRICE INSTL EM MKT EQ FDS INC$38,763,848$39,180,138
1954506.56 WELLS FARGO FDS TR EMERGING MARKETS EQUITY FD INSTL CL WELLS FARG$40,090,070$38,562,414
310000 ISHARES TR MSCI EAFE ETF$19,928,170$17,896,300
187000 ISHARES TR RUSSELL 2000 ETF$19,962,062$25,216,950
356706 SPDR S&P 500 ETF TRUST$70,216,041$79,734,492

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$466,552,913USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$467,280,441USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (31 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1910483.68 EDGBASTON ASIAN EQUITY TRUST FDFMV$42,030,876$43,618,826
898162.39 HIGHCLERE INTERNATIONAL INVESTORS SMID FUNDFMV$20,603,354$24,161,556
31467.89 CONATUS CAPITAL OVERSEAS LTD CL AA SUB CL 1 SER JAN 2008 FDFMV$38,000,000$44,199,484
90911.71 DW CATALYST OFFSHORE FUND, LTD SERIES A-USD/4 UR 2015FMV$17,500,001$16,369,562
36608.51 SEMINOLE OFFSHORE LTD CLASS A SERIES ONEFMV$28,318,340$28,550,234
4000 SILVER POINT CAP OFFSHORE LTD CLASS SER H -568 FDFMV$40,000,000$43,688,714
10000 SOROBAN OPPORTUNITIES CAYMAN FUND LTD CLASS A-E/00063FMV$10,000,000$11,254,959
384041.75 STEADFAST INTERNATIONAL LTDFMV$47,500,000$50,280,931
32500000 DARUMA GINKGO FUND LPFMV$32,500,000$42,228,092
20000000 YORK CREDIT OPPORTUNITIES UNIT TRUSTFMV$20,000,000$21,015,279
300000 CEVIAN CAPITAL II LTD USD A -NEW ISSUES ELIGIBLE JULY 2015 SERFMV$30,000,000$31,494,900
305933.23 KING STREET CAPITAL, LTD.FMV$45,000,000$50,803,116
263113.68 MW EUREKA CL B2 USD SHARES FUNDFMV$37,500,000$45,740,287
200000 REDWOOD OFFHSORE LTD CL A SER 166 FUNDFMV$20,000,000$22,505,260
21324.33 TACONIC OPPORTUNITY OFFSHORE CL AA5-NR- SER 1 FUNDFMV$38,000,000$45,819,530
137822.3 GAM GLOBAL RATES HEDGE USD FUNDFMV$29,975,701$30,367,766
336908.51 DAVIDSON KEMPNER IL (BVI) CL C TRANCHE 3 01 JAN 16FMV$35,000,000$42,077,481
44493.96 SAMLYN OFFSHORE LTD CL A1 SUB-CL 3 SER 372 FDFMV$45,000,000$47,613,710
30000000 HIGHFIELDS CAPITAL IVFMV$30,000,000$34,170,000
30000000 VALUEACT CAPITAL INTERNATIONAL IFMV$30,000,000$29,804,984
8958000 BIOPHARMA CREDIT INVESTMENTS IV SARLFMV$8,958,000$9,285,767
1795000 DEERFIELD HEALTHCARE INNOVATIONS FUND LPFMV$1,795,000$1,635,706
500000 DEERFIELD PRIVATE DESIGN FUND IV, L.P.FMV$500,000$487,432
68710921 GENERAL ATLANTIC PARTNERS 93, LPFMV$68,710,921$85,249,899
18450000 INSIGHT VENTURE PARTNERS (CAYMAN) IXFMV$18,450,000$19,349,057
600000 LEGACY VENTURE VIII, LLCFMV$600,000$585,502
10207838 MHR INSTITUTIONAL PARTNERS IVFMV$10,207,838$8,900,554
8463378 RAINE PARTNERS II LPFMV$8,463,378$9,315,631
38108201 BLACKSTONE REAL ESTATE PARTNERS VII LPFMV$37,629,392$47,697,547
29200908 CARLYLE REALTY FOREIGN INVESTORS VII-A LPFMV$29,200,908$31,850,812
16845954.72 WALTON STREET REAL ESTATE FUND VIIFMV$16,845,955$23,657,407

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (25 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
COMPUTER SOFTWARE$39,997$39,997$0$0
COMPUTER SOFTWARE$15,000$15,000$0$0
COMPUTER SOFTWARE$15,000$15,000$0$0
COMPUTER SOFTWARE$18,500$18,500$0$0
OFFICE & COMPUTER$1,287$1,287$0$0
OFFICE & COMPUTER$625$625$0$0
OFFICE & COMPUTER$278$278$0$0
OFFICE & COMPUTER$14,903$14,903$0$0
OFFICE & COMPUTER$200$200$0$0
OFFICE & COMPUTER$448$448$0$0
OFFICE & COMPUTER$4,149$4,149$0$0
COMPUTER SOFTWARE$10,950$10,950$0$0
OFFICE & COMPUTER$27,058$18,942$8,116$8,116
FURNITURE & FIXTURE$84,075$42,038$42,037$42,037
LEASEHOLD IMPROVEMENT$43,359$43,359$0$0
COMPUTER SOFTWARE$14,845$12,371$2,474$2,474
OFFICE & COMPUTER$25,715$21,429$4,286$4,286
LEASEHOLD IMPROVEMENT - 875 3RD AVE$8,625$287$8,338$8,338
OFFICE & COMPUTER$11,680$3,504$8,176$8,176
LEASEHOLD IMPROVEMENT - 875 3RD AVE$6,180,700$206,023$5,974,677$5,974,677
FURNITURE & FIXTURE$593,698$42,407$551,291$551,291
OFFICE & COMPUTER$62,130$6,213$55,917$55,917
COMPUTER SOFTWARE$5,768$961$4,807$4,807
LEASEHOLD IMPROVEMENT - 875 3RD AVE$2,303,378$76,779$2,226,599$2,226,599
LEASEHOLD IMPROVEMENT - 875 3RD AVE$3,345,687$111,523$3,234,164$3,234,164

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$289,371LegalFeesAmt
Net Investment Income$66,182NetInvestmentIncomeAmt
Disbursements Charitable Prps$223,189DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MAPS$159,600$159,600$159,600
RUGS AND CARPETS$145,000$145,000$145,000
EUROPEAN FURNITURE & DECORATIVE OBJECTS$20,000$96,500$96,500
FSA SECURITY DEPOSIT$1,100$0$0
CON EDISON SECURITY DEPOSIT$5,445$5,445$5,445
DUE FROM BROKER / ALTERNATIVE INVESTMENT$29,855,490$563,853$563,853

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER EXPENSE$286,860$113,378$173,482
DUES & SUBSCRIPTION$103,637$25,926$77,711
EMPLOYEE TRAINING$10,441$295$10,146
INSURANCE$88,369$0$88,369
LC FEES$13,160$0$13,160
MAINTENANCE & REPAIR$31,579$3,158$28,421
OFFICE EXPENSE$226,764$22,676$204,088
OTHER EXPENSES$54,562$577$20,043
PAYROLL SERVICES$3,333$1,604$1,729
SUPPLIES$34,196$3,420$30,776
TELEPHONE$31,189$3,119$28,070
UTILITIES$50,805$5,080$45,725

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (30 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BIOPHARMA CREDIT INVESTMENTS IV$153,000$153,000$153,000
BREP VII$1,874,829$2,202,840$1,874,829
CARLYE REALTY FOREIGN INVESTORS VII-A LP$137,567$1,101,135$137,567
DARUMA GINKGO FUND LP$0-$103,615$0
DEERFIELD HEALTHCARE INNOVATIONS FUND LP$0-$158,889$0
DEERFIELD PRIVATE DESIGN FUND IV LP$0-$7,913$0
DW CATALYST OFFSHORE FUND, LTD.-$1,169$190,288-$1,169
EDGBASTON ASIAN EQUITY TRUST FD-$75,926$1,964,653-$75,926
GENERAL ATLANTIC$485,670$1,101,160$485,670
HIGHCLERE INTERNATIONAL INVESTORS SMID FUND-$11,294$538,306-$11,294
HIGHFIELDS CAPITAL IV LP$0$59,078$0
INSIGHT VENTURE PARTNERS (CAYMAN) IX, LP-$13,362-$566,488-$13,362
IP IV AIV LP (MHR)$0-$217,571$0
IP IV AIV LP - YOST UNBLOCKED SERIES (MHR)$0$3,891$0
LEGACY VENTURE VIII LLC$0-$59,798$0
MANIKAY OFFSHORE LTD$150$150$150
MHR INSTITUTIONAL PARTNERS IV LP$101,585-$303,661$101,585
MIURA GLOBAL LTD$181$181$181
RAINE PARTNERS II - AIV 2 LP$117,054$201,631$117,054
RAINE PARTNERS II LP$0-$307,328$0
SOUTHPAW CREDIT OPPORTUNITY (FTE) LTD.$132$132$132
WALTON STREET REAL ESTATE FUND VII-Q LP$265,143$221,981$265,143
WALTON STREET REAL ESTATE FUND VIII LP$0$0$0
MISC. INTEREST INCOME$836$836$836
RESTRUCTURING EXPENSES$0-$1,169$0
REBATE INCOME$79,970$79,970$79,970
FOREIGN EXCHANGE LOSS-$121,838-$121,838-$121,838
TENANT IMPROVEMENT$1,765,702$1,765,702
UBTI FROM PARTNERSHIP K-1S$4,478,977$4,478,977
LESS: K-1 UBTI REFLECTED FOR NET INV INC BUT NOT FOR BOOK-$4,478,977-$4,478,977

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT & ADVISORY FEES$6,150,473$6,150,473$0
OTHER PROFESSIONAL FEES$1,670,598$553,000$1,117,598
CUSTODY FEES$136,840$136,840$0
PERFORMANCE FEES$120,304$120,304$0
ADR FEES$50,201$50,201$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$2,000,000$0$0
FEDERAL UBTI TAX$3,291,002$0$0
STATE TAXES$168,328$0$0
FRANCHISE TAX$0$0$0
FOREIGN TAX PAID$407,561$407,561$0
PRIVATE FUND TAX WITHHOLDING$93,233$93,233$0