EDUCATIONAL FOUNDATION OF AMERICA: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL FOUNDATION OF AMERICA (EIN 13-3424750)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202523159349103007
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T19:15:23-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133424750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDUCATIONAL FOUNDATION OF AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN ETTINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $251,241,022 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $504,701 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $504,701 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,074,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,073,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,290,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,908,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,290,519 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$18,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$64,394 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,851,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,804,165 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $325,672 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $323,021 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $734,264 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $728,032 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $298,856 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $296,572 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,833 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,833 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,906 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,906 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,405,519 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,004,065 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $396,234 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,947 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,630 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $438,913 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121,013 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $35,488 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,630 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $457,355 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $472,672 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $937,479 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $815,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,729 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,694,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,951,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,405,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,299,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,159,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,993,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,951,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,564,629 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,857,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,852,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,011,962 | CashBOYAmt |
| Cash EOY | $2,382,557 | CashEOYAmt |
| Cash EOYFMV | $2,382,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,275,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,137,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,137,800 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $203,235 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $127,310 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $127,310 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $117,292,132 | CorporateStockBOYAmt |
| Corporate Stock EOY | $130,914,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $130,914,331 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $102,691,565 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,891,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,891,776 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,061 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,638,955 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,787,248 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,787,248 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $231,113,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $251,241,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $251,241,022 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $159,882 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $170,426 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,385,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,525,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $911,655 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,066,207 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,456,537 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,761,633 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $225,657,221 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $247,479,389 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $225,657,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $247,479,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $231,113,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $251,241,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $225,657,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,857,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,118,847 | OtherIncreasesAmt |
| Subtotal | $247,633,941 | SubtotalAmt |
| Other Decreases | $154,552 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $247,479,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $44,908,581 | $35,885,498 | $9,023,083 | $9,023,083 |
| ALTERNATIVE INVESTMENTS OPPORTUNITY, LTD. | P | $5,015,259 | $5,015,259 | ||
| GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. | P | $4,082,028 | $4,082,028 | ||
| THRU SCHEDULE K-1'S | P | $4,170,149 | $4,170,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,290,519 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317,650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $317,650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $317,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $261,403 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $361,403 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $43,753 | OverpaymentAmt |
| Applied To ES Tax | $43,753 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE NO 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA HAPGOOD | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| WENDY ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TREVOR RENNER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| CHRISTIAN ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| JERRY BABICKA | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR (THRU JUNE 2024) | 1.00 | $0 | $0 | $0 |
| LYNN BABICKA | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES BOHART JR | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEIDI ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW HAPGOOD | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA HUSEBY | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SVEN HUSEBY | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN POWERS | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREN ZUSKIN | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID W STOCKS | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | EXECUTIVE DIRECTOR | 40.00 | $325,672 | $44,096 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA P NIXON | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM DIRECTOR | 40.00 | $194,348 | $35,431 | $0 |
| AMY E PICKLE | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM DIRECTOR | 40.00 | $184,822 | $40,277 | $0 |
| LUCIEN K ROTHENSTEIN | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM OFFICER | 40.00 | $147,425 | $31,471 | $0 |
| ASTRID F KAEMMERLING | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM OFFICER | 40.00 | $137,130 | $31,097 | $0 |
| REBEKAH R WADADLI | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | GRANTS MANAGER | 25.00 | $70,539 | $42,633 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | |||||
| 345 CALIFORNIA STREET SUITE 2900 | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT AND ADVISORY | $385,400 |
| INTENTIONAL PHILANTHROPY | |||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT | $277,060 |
| BROWN ADVISORY | |||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT AND ADVISORY | $175,782 |
| GRANITE INVESTMENT PARTNERS | |||||
| 2321 ROSECRANS AVENUE SUITE 4200 | EL SEGUNDO | CA | 90245 | INVESTMENT MANAGEMENT AND ADVISORY | $172,744 |
| DIETEL PARTNERS LLC | |||||
| PO BOX 704 | CUMBERLAND CENTER | ME | 04021 | PHILANTHROPIC CONSULTANTS | $87,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRIME COALITION - AZOLLA VENTURES' CATALYTIC SLEEVE | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Description2 | INVEST APPALACHIA - CATALYTIC CAPITAL TO ADVANCE THE CLEAN ENERGY ECONOMY IN RURAL APPALACHIA | Description2Txt |
| Expenses2 | $150,000 | Expenses2Amt |
| Total | $350,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $226,904,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,734,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $239,639,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $239,639,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,594,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $236,045,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,802,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,802,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317,650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317,650 | TotalTaxAmt |
| Distributable Before Adj | $11,484,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $27,018 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,511,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,511,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,564,629 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $350,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,914,629 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,511,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,473,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,683,414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,157,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,914,629 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,511,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,403,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,560,317 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,560,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,473,900 | ExcessFromYear2Amt |
| Excess From Year1 | $2,683,414 | ExcessFromYear1Amt |
| Excess From Current Year | $2,403,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (217 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 482FORWARD | ||||||||
| 440 BURROUGHS STREET | DETROIT | MI | 48202 | N/A | PC | 2024 CIVIC ENGAGEMENT | $50,000 | |
| 52ND STREET PROJECT | ||||||||
| 789 10TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435C BIG BASIN WAY | SARATOGA | CA | 95070 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435C BIG BASIN WAY | SARATOGA | CA | 95070 | N/A | PC | PROJECT PIGGYBANK | $100,000 | |
| ABUNDANCE THERAPIES FOUNDATION | ||||||||
| 1838 18TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ACT NOW COALITION | ||||||||
| 440 NORTH BARRANCA AVENUE SUITE | COVINA | CA | 91723 | N/A | PC | VOTERS ABROAD PROJECT | $100,000 | 6683 |
| ACT NOW COALITION | ||||||||
| 440 NORTH BARRANCA AVENUE SUITE | COVINA | CA | 91723 | N/A | PC | GENERAL OPERATING SUPPORT FOR VOTERS ABROAD PROJECT | $40,000 | 6683 |
| ACTIVATE 48 EDUCATION FUND | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | 2024 CIVIC ENGAGEMENT | $100,000 | |
| ACTIVATE 48 EDUCATION FUND | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | |
| ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM | ||||||||
| 209 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| ALABAMA CENTER FOR SUSTAINABLE ENERGY DBA ENERGY ALABAMA | ||||||||
| PO BOX 1381 | HUNTSVILLE | AL | 35807 | N/A | PC | REDUCING TVAS FOSSIL FUEL-GENERATED ELECTRICITY THROUGH LOCAL POWER COMPANY ENGAGEMENT | $100,000 | |
| ALASKA PUBLIC INTEREST RESEARCH GROUP | ||||||||
| PO BOX 201416 | ANCHORAGE | AK | 99520 | N/A | PC | EXPANDING ELECTION CAPACITY | $25,000 | |
| ALASKA PUBLIC INTEREST RESEARCH GROUP | ||||||||
| PO BOX 201416 | ANCHORAGE | AK | 99520 | N/A | PC | ALASKA RAILBELT RURAL ELECTRIC COOPERATIVES ELECTIONS | $75,000 | |
| ALLIANCE FOR COLLECTIVE ACTION | ||||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ALMA INSTITUTE | ||||||||
| 401 NE 19TH AVENUE | PORTLAND | OR | 97232 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION | ||||||||
| 900 S PERRY STREET SUITE B | MONTGOMERY | AL | 36104 | N/A | PC | REPRODUCTIVE RIGHTS AND JUSTICE | $100,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION | ||||||||
| 325 W MAIN STREET SUITE 2210 | LOUISVILLE | KY | 40202 | N/A | PC | REPRODUCTIVE RIGHTS | $100,000 | |
| AMERICAN INDEPENDENT FOUNDATION | ||||||||
| 800 MAINE AVENUE SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| APPALACHIAN VOICES | ||||||||
| 164 S DEPOT STREET | BOONE | NC | 28607 | N/A | PC | CATALYZING CLEAN-ENERGY DISTRIBUTION AND ACCELERATED DECARBONIZATION IN THE SOUTHEAST | $75,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | PHOTOGRAPHIC NIGHTS OF SELMA | $35,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | STRATEGIC GROWTH AND STAFF SALARY AND BENEFITS | $60,000 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | FISHER CENTER | $10,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | FISHER CENTER | $10,000 | |
| BETTER FOOD FOUNDATION | ||||||||
| PO BOX 96503 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| BETTER HEALTH BETTER LIFE | ||||||||
| 1174 CLEVELAND STREET | BALTIMORE | MD | 21230 | N/A | PC | GENERAL OPERATING SUPPORT | $39,000 | |
| BLUE RIDGE ABORTION FUND | ||||||||
| PO BOX 5082 | CHARLOTTESVILLE | VA | 22905 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BLUECOATS DRUM AND BUGLE CORPS | ||||||||
| 340 MISSISSIPPI STREET SE | N CANTON | OH | 44720 | N/A | PC | GENERAL OPERATING SUPPORT | $26,000 | |
| BOTTOM THE | ||||||||
| 2340 E MAGNOLIA AVENUE | KNOXVILLE | TN | 37917 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 | |
| BREAKTHROUGH MIAMI | ||||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | N/A | PC | GENERAL OPERATING SUPPORT | $82,000 | |
| BREAKTHROUGH | ||||||||
| 3100 E 5TH STREET SUITE 375 | AUSTIN | TX | 78702 | N/A | PC | GENERAL OPERATING SUPPORT | $17,000 | |
| BROWN GIRLS DOC MAFIA | ||||||||
| 930 GRAND CONCOURSE APARTMENT 10F | BRONX | NY | 10451 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | 2024 CIVIC ENGAGEMENT | $100,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | PENNSYLVANIA CAPACITY BUILDING | $75,000 | |
| CAMP HAVEN | ||||||||
| 3256 US HIGHWAY 1 | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL DBA AUSTIN PBS | ||||||||
| PO BOX 143626 | AUSTIN | TX | 78714 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAROLINA FEDERATION FUND | ||||||||
| PO BOX 62212 | DURHAM | NC | 27715 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | MAPPING TO SAFEGUARD SPECIES FROM PESTICIDE HARMS | $25,000 | |
| CENTER FOR COMMON GROUND | ||||||||
| 18459 PATRIOT LANE | RUTHER GLEN | VA | 22546 | N/A | PC | MOVEMENT LABS ELECTION OFFICIALS RESEARCH | $75,000 | |
| CENTER FOR POLITICAL ACCOUNTABILITY | ||||||||
| 1233 20TH STREET | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CERES | ||||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | SUPPORTING INVESTOR ENGAGEMENT TO INCREASE UTILITIES CLEAN ENERGY CAPITAL EXPENDITURE | $100,000 | |
| CHACRUNA INSTITUTE FOR PSYCHEDELIC PLANT MEDICINES | ||||||||
| 1650 CALIFORNIA STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHICKEN & EGG PICTURES DBA CHICKEN & EGG FILMS | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHILDCARE RESOURCES OF INDIAN RIVER | ||||||||
| 2300 5TH AVENUE SUITE 149 | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHOICES CENTER FOR REPRODUCTIVE HEALTH | ||||||||
| 1203 POPLAR AVENUE | MEMPHIS | TN | 38104 | N/A | PC | CARBONDALE CLINIC | $100,000 | |
| CHOSEN FAMILY LAW CENTER | ||||||||
| 30 WALL STREET FLOOR 8 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGTON | ||||||||
| 1331 F STREET NW | WASHINGTON | DC | 20004 | N/A | PC | DEMOCRACY LAW SUITS | $10,000 | |
| CLEAN ENERGY BUYERS INSTITUTE | ||||||||
| 1425 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | BUILDING ENERGY MARKETS IN THE WEST AND SOUTHEAST | $175,000 | |
| CLEAN ENERGY WORKS | ||||||||
| 1101 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORTING RURAL ELECTRIC COOPERATIVE CLEAN ENERGY INVESTMENTS | $125,000 | |
| CLEVELAND FOUNDATION | ||||||||
| 6601 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | CUYAHOGA ARTS AND CULTURE GENERAL OPERATING SUPPORT | $26,000 | |
| CLIMATE DEMOCRACY INITIATIVE | ||||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATING SUPPORT | $82,000 | |
| COALFIELD DEVELOPMENT | ||||||||
| 2923 PARK AVENUE | HUNTINGTON | WV | 25704 | N/A | PC | WEST EDGE FACTORY CAPACITY BUILDING AND ARTS PROGRAMMING SUPPORT | $50,000 | |
| COMMON CAUSE EDUCATION FUND NORTH CAROLINA | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | VOTER EDUCATION IN NORTH CAROLINA | $15,000 | |
| COMMON CAUSE EDUCATION FUND NORTH CAROLINA | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| COMMON CAUSE EDUCATION FUND NORTH CAROLINA | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | PROTECTING OUR ELECTIONS | $11,500 | |
| COMMON CAUSE EDUCATION FUND NORTH CAROLINA | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMON CAUSE EDUCATION FUND NORTH CAROLINA | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | ARTS AND CULTURE FESTIVALS | $50,000 | |
| COMMON COUNSEL FOUNDATION | ||||||||
| 1624 FRANKLIN STREET | OAKLAND | CA | 94612 | N/A | PC | COLOR CONGRESS GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | N/A | PC | YIPPEE EXCHANGE GENERAL OPERATING SUPPORT | $25,000 | |
| CONSERVATION FUND THE | ||||||||
| 1655 FORT MYER DRIVE | ARLINGTON | VA | 22209 | N/A | PC | 60TH ANNIVERSARY: MARION - MONTGOMERY | $50,000 | |
| COWAN COMMUNITY ACTION GROUP | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | N/A | PC | GROWING HOME CONVENING 2024-25 + STAFF SALARIES AND BENEFITS | $90,000 | |
| CREATIVE PLACEMAKING COMMUNITIES | ||||||||
| 4 SOUTH ORANGE AVENUE | SAN RAFAEL | CA | 94901 | N/A | PC | SOUTH AND APPALACHIAN CREATIVE PLACEMAKING CONFERENCE | $35,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 70 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PARKWAY | MORRISVILLE | NC | 27560 | N/A | PC | VOTING AND ELECTIONS WORK | $10,000 | |
| DOLLYWOOD FOUNDATION | ||||||||
| 111 E MAIN STREET 2ND FLOOR | SEVIERVILLE | TN | 37862 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COUNTY | ||||||||
| 2455 ST LUCIE AVENUE | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| EDUCATE TOMORROW | ||||||||
| 217 NE 97TH STREET | MIAMI SHORES | FL | 33138 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| ELEANOR NOW | ||||||||
| 985 FIFTH AVENUE SUITE 8B | NEW YORK | NY | 10075 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| ENVIRONMENTAL LEARNING CENTER | ||||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EQUALITY FOUNDATION OF GEORGIA | ||||||||
| 1530 DEKALB AVENUE SUITE A | ATLANTA | GA | 30309 | N/A | PC | HOUSING EQUITY ADVOCACY | $100,000 | |
| FARM FORWARD | ||||||||
| 2738 NE 11TH AVENUE | PORTLAND | OR | 97212 | N/A | PC | PANDEMIC CAMPAIGN | $25,000 | |
| FARM FORWARD | ||||||||
| 2738 NE 11TH AVENUE | PORTLAND | OR | 97212 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| FIT KIDS OF AMERICA | ||||||||
| 9395 BIRD ROAD | MIAMI | FL | 33165 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FOOT SOLDIERS PARK | ||||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36702 | N/A | PC | FILM FESTIVAL SELMA | $35,000 | |
| FOOT SOLDIERS PARK | ||||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36702 | N/A | PC | PARK DESIGN MANAGEMENT | $95,000 | |
| FOR THE LOVE OF PRIMATES | ||||||||
| 41 WENDELL ROAD SW | REYNOLDSBURG | OH | 43068 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FORWARD FOUNDATION | ||||||||
| PO BOX 676 | CONCORD | NH | 03302 | N/A | PC | IN-MOVERS VOTER ENGAGEMENT | $75,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 N MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT | $40,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 N MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT | $15,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 N MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIA FUNDERS NETWORK HELENE RESPONSE FUND | $50,000 | |
| FREEDOM QUILTING BEE LEGACY | ||||||||
| 4295 COUNTY ROAD 29 | ALBERTA | AL | 36720 | N/A | PC | CAPITAL CAMPAIGN: RENOVATION SUPPORT | $125,000 | |
| FRIENDS OF CHAKCHIUMA SWAMP | ||||||||
| PO BOX 2352 | GRENDA | MS | 38902 | N/A | PC | OUTDOOR PAVILION DESIGN | $25,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | N/A | PC | MIAMI CHAPTER | $150,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | N/A | PC | MIAMI CHAPTER | $20,000 | |
| FUND ACCESS FORWARD | ||||||||
| 1209 MOUNTAIN ROAD PLACE NE | ALBUQUERQUE | NM | 87110 | N/A | PC | ARIA MEDICAL CLINIC | $50,000 | |
| GENDER IDEAL DBA REPRODUCTIVE AND MATERNAL HEALTH COMPASS | ||||||||
| 20 PLAZA STREET EAST | NEW YORK | NY | 10016 | N/A | PC | CORPORATE INDEX | $100,000 | |
| GLOBAL IMPACT | ||||||||
| 2300 N STREET NW | WASHINGTON | DC | 20037 | N/A | PC | REPRODUCTIVE FREEDOM ALLIANCE GENERAL OPERATING SUPPORT | $75,000 | |
| GREENLIGHT AMERICA | ||||||||
| 1753 HOBART STREET NW | WASHINGTON | DC | 20009 | N/A | PC | KENTUCKY CAMPAIGN FOR CLEAN ENERGY DEPLOYMENT | $100,000 | |
| HABITAT FOR HUMANITY OF ORANGE COUNTY | ||||||||
| 88 VILCOM CENTER DRIVE | CHAPEL HILL | NC | 27514 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HEMPHILL COMMUNITY CENTER | ||||||||
| PO BOX 142 | JACKHORN | KY | 41825 | N/A | PC | PROGRAMMING SUPPORT AND STAFF SALARIES | $45,000 | |
| HISTORIC HUDSON | ||||||||
| 541 WARREN STREET | HUDSON | NY | 12534 | N/A | PC | VALLEY ALLIANCE GENERAL OPERATING SUPPORT | $5,000 | |
| HOMETOWN OUTREACH FUND | ||||||||
| 68 JAY STREET | BROOKLYN | NY | 11201 | N/A | PC | 2024 CIVIC ENGAGEMENT | $25,000 | |
| HOMETOWN OUTREACH FUND | ||||||||
| 68 JAY STREET | BROOKLYN | NY | 11201 | N/A | PC | 2024 CIVIC ENGAGEMENT | $50,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SOCIAL AND ECONOMIC STRATEGIES CENTER 2024 CIVIC ENGAGEMENT | $100,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | RESOURCES FOR ABORTION DELIVERY GENERAL OPERATING SUPPORT | $100,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SOCIAL AND ECONOMIC STRATEGIES CENTER GENERAL OPERATING SUPPORT | $100,000 | |
| HP ALLIANCE DBA FANDOM FORWARD | ||||||||
| PO BOX 241 | BINGHAMTON | NY | 13903 | N/A | PC | 2024 SAVE OUR PROGRESS CAMPAIGN | $20,000 | |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||||
| PO BOX 125 | GARRISON | NY | 10524 | N/A | PC | 2024 SEASON | $25,000 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 3150 CARDINAL DRIVE | VERO BEACH | FL | 32963 | N/A | PC | GENERAL OPERATING SUPPORT | $6,500 | |
| INDIGO BIRD | ||||||||
| 1942 BROADWAY SUITE 314C | DENVER | CO | 80203 | N/A | PC | GLORIA | $100,000 | |
| INDUSTRIAL COMMONS | ||||||||
| PO BOX 71 | MORGANTON | NC | 28680 | N/A | PC | SALARY AND BENEFITS ART DIRECTOR AND ACCELERATOR | $110,000 | |
| INSTITUTO LAB | ||||||||
| 221 E INDIANOLA AVENUE | PHOENIX | AZ | 85012 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | ENGAGEMENTS WITH ENERGY UTILITIES AND BANKS: TRANSITIONING TO A CLEAN ENERGY ECONOMY | $100,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | GENERAL OPERATING SUPPORT | $105,000 | |
| IRANIAN SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 7531 | MENLO PARK | CA | 94026 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| KANSAS COMMON SENSE FUND | ||||||||
| PO BOX 4028 | TOPEKA | KS | 66604 | N/A | PC | COMMUNICATIONS HUB | $50,000 | |
| KANSAS COMMON SENSE FUND | ||||||||
| PO BOX 4028 | TOPEKA | KS | 66604 | N/A | PC | COMMUNICATIONS HUB | $200,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| 2430 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KING'S CANVAS THE | ||||||||
| 3066 ZELDA ROAD | MONTGOMERY | AL | 36106 | N/A | PC | SPACE BUILD-OUT, STRATEGIC SUPPORT, AND STAFF SALARIES | $45,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $17,000 | |
| LOS ANGELES CONSERVANCY | ||||||||
| 523 WEST SIXTH STREET SUITE 826 | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LOST-N-FOUND YOUTH | ||||||||
| 2585 CHANTILLY DRIVE NE | ATLANTA | GA | 30324 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| LOUD LIGHT | ||||||||
| PO BOX 4045 | TOPEKA | KS | 66604 | N/A | PC | NEW FRONTIERS | $50,000 | |
| MAYDAY MEDICINES DBA MAYDAY HEALTH | ||||||||
| 767 BROADWAY SUITE 1555 | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY | ||||||||
| 820 37TH PLACE | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $22,000 | |
| MICHIGAN CIVIC EDUCATION FUND | ||||||||
| 28342 DARTMOUTH STREET | MADISON HEIGHTS | MI | 48071 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MONTGOMERY COUNTY COUNCIL FOR THE ARTS DBA GATEWAY REGIONAL ARTS CENTER | ||||||||
| 101 E MAIN STREET | MOUNT STERLING | KY | 40353 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MOTIVATIONAL EDGE THE | ||||||||
| 1550 NW 36 STREET | MIAMI | FL | 33142 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | N/A | PC | BUILDING CHAMPIONS FOR REGIONAL NET ZERO GRIDS | $125,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DRIVE | BEAVERTON | OR | 97008 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL WOMEN'S HEALTH NETWORK | ||||||||
| 1413 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | PLAN C GENERAL OPERATING SUPPORT | $20,000 | |
| NATIONAL YOUNG FARMERS COALITION | ||||||||
| PO BOX 1074 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | STATE INFRASTRUCTURE FUND IN NORTH CAROLINA | $10,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT FOR PROGRESS ALASKA VOTER HUB, FORMERLY AKCES | $75,000 | |
| NEW RIVER ABORTION ACCESS FUND | ||||||||
| PO BOX 10701 | BLACKSBURG | VA | 24062 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW YORK FOUNDATION | ||||||||
| 150 W 30TH STREET | NEW YORK | NY | 10001 | N/A | PF | SHAREHOLDER ENGAGEMENT PROJECT | $20,000 | |
| NEXTGEN EDUCATION FUND | ||||||||
| 548 MARKET STREET SUITE 98097 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | ||||||||
| 711 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | ||||||||
| 711 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA COASTAL FEDERATION | ||||||||
| 3609 NC 24 OCEAN | NEWPORT | NC | 28570 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA COASTAL FEDERATION | ||||||||
| 3609 NC 24 OCEAN | NEWPORT | NC | 28570 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NORTH CAROLINA CONSERVATION NETWORK | ||||||||
| 234 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| NORTH CAROLINA CONSERVATION NETWORK | ||||||||
| 234 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| NW ENERGY COALITION | ||||||||
| 811 FIRST AVENUE | SEATTLE | WA | 98104 | N/A | PC | WESTERN MARKETS AND TRANSMISSION PLANNING | $125,000 | |
| OCCIDENTAL COLLEGE | ||||||||
| 1600 CAMPUS ROAD SUITE M-20 | LOS ANGELES | CA | 90041 | N/A | PC | OMAR PAXSON SCHOLARSHIP | $10,000 | |
| OLANA PARTNERSHIP | ||||||||
| PO BOX 199 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| OLANA PARTNERSHIP | ||||||||
| PO BOX 199 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ONE ARIZONA | ||||||||
| 3104 E CAMELBACK UNIT 7651 | PHOENIX | AZ | 85016 | N/A | PC | 2024 CIVIC ENGAGEMENT FOR WINGBEAT 88 | $50,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| PO BOX 14822 | PORTLAND | OR | 97293 | N/A | PC | OREGON CLEAN GRID COLLABORATIVE | $75,000 | |
| PARADISE GARDEN FOUNDATION | ||||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| PEANUT GALLERY PLAYERS | ||||||||
| 5192 GLENGATE ROAD | ROCHESTER | MI | 48306 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PEN AMERICAN CENTER | ||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | N/A | PC | SUMMER WRITERS' WORKSHOP AND SCHOOL BOOK BAN WORK | $20,000 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | DEFEND THE BLACK VOTE | $10,000 | |
| PHAME ACADEMY | ||||||||
| 1637 NE BROADWAY STREET SUITE 134 | PORTLAND | OR | 97230 | N/A | PC | GENERAL OPERATING SUPPORT | $17,000 | |
| PHILIPSTOWN DEPOT THEATRE | ||||||||
| PO BOX 221 | GARRISON | NY | 10524 | N/A | PC | DEPOT DOCS | $7,000 | |
| PHILIPSTOWN DEPOT THEATRE | ||||||||
| PO BOX 221 | GARRISON | NY | 10524 | N/A | PC | DEPOT DOCS | $5,000 | |
| PIKE SCHOOL OF ART - MISSISSIPPI | ||||||||
| PO BOX 446 | SUMMIT | MS | 39666 | N/A | PC | PHASE I BUILD-OUT AND CAPACITY BUILDING | $160,000 | |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAI'I ALASKA INDIANA AND KENTUCKY | ||||||||
| 2001 E MADISON STREET | SEATTLE | WA | 98122 | N/A | PC | HEALTH CENTERS IN LOUISVILLE AND LEXINGTON | $100,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 201 E BEN WHITE BOULEVARD | AUSTIN | TX | 78704 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST | ||||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | CIVIC ENGAGEMENT | $85,000 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | ||||||||
| 100 SOUTH BOYLAN AVENUE | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| POWER TO DECIDE | ||||||||
| 1776 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | ALL ACCESS EASTERN KENTUCKY | $100,000 | |
| PROGRESS NORTH CAROLINA | ||||||||
| PO BOX 865 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PSYCHEDELIC SAFETY INSTITUTE | ||||||||
| 2899 BUENA VISTA WAY | BERKELEY | CA | 94708 | N/A | PC | GENERAL OPERATING SUPPORT | $206,000 | |
| PUBLIC HEALTH INSTITUTE | ||||||||
| 555 12TH STREET SUITE 600 | OAKLAND | CA | 94607 | N/A | PC | ACCESS BRIDGE | $50,000 | |
| PUTNEY SCHOOL THE | ||||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PC | ANNUAL GIVING CHALLENGE AND FIBER ARTS PROGRAM | $20,000 | |
| REC2CONNECT | ||||||||
| 2814 DETROIT AVENUE | CLEVELAND | OH | 44113 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REFUGEPOINT | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RENEWABLE ENERGY ALASKA PROJECT | ||||||||
| 308 G STREET | ANCHORAGE | AK | 99501 | N/A | PC | 21ST CENTURY RATE DESIGN IN ALASKA | $75,000 | |
| RENEWABLE NORTHWEST | ||||||||
| 421 SW 6TH AVENUE SUITE 1400 | PORTLAND | OR | 97204 | N/A | PC | ADVANCING NET ZERO GRID IN THE WEST | $75,000 | |
| RENEWALL | ||||||||
| 610 14TH STREET WEST | HUNTINGTON | WV | 25704 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 2261 MARKET STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $200,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 2261 MARKET STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $55,000 | |
| RHIZOME ACTION NETWORK | ||||||||
| 1403 NE 82ND STREET | SEATTLE | WA | 98115 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RIFFRAFF ARTS COLLECTIVE | ||||||||
| 869 MERCER STREET | PRINCETON | WV | 24740 | N/A | PC | ARTS PROGRAMMING - CAPACITY BUILDING SUPPORT | $110,000 | |
| RISE CHATTANOOGA | ||||||||
| 2901 TAYLOR STREET | CHATTANOOGA | TN | 37406 | N/A | PC | SALARY AND BENEFITS ARTS DIRECTOR, ARTS PROGRAMMING, AND STUDIO BUILD-OUT | $150,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | ENGAGE AND ACT: POWERFUL DATA AND ANALYTICAL ENGINES FOR CLIMATE ACTION | $125,000 | |
| SAFE HARBORS OF THE HUDSON | ||||||||
| 111 BROADWAY | NEWBURGH | NY | 12550 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SAN JUAN CITIZENS ALLIANCE | ||||||||
| 1309 E 3RD AVENUE SUITE 5 | DURANGO | CO | 81302 | N/A | PC | RURAL ELECTRIC COOPERATIVE ELECTION TOOLKIT GENERAL OPERATING SUPPORT | $135,000 | |
| SISTERS IN CINEMA | ||||||||
| 7140 S YATES BOULEVARD | CHICAGO | IL | 60649 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOLAR UNITED NEIGHBORS | ||||||||
| 1350 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | N/A | PC | CLEAN ENERGY TRANSITION FOR RURAL ELECTRIC CO-OPS | $100,000 | |
| SOLEDAD ENRICHMENT ACTION | ||||||||
| 222 N VIRGIL AVENUE | LOS ANGELES | CA | 90004 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SOUTH ARTS | ||||||||
| 1800 PEACHTREE STREET NW | ATLANTA | GA | 30309 | N/A | PC | SOUTHERN ARTS RELIEF AND RECOVERY FUND | $50,000 | |
| SOUTH FLORIDA AFTER-SCHOOL ALL-STARS | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | FIGHTING GAS BUILDOUT IN THE SOUTH | $100,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | NORTH CAROLINA | $30,000 | |
| SOUTHWESTERN VERMONT MEDICAL CENTER | ||||||||
| 100 HOSPITAL DRIVE | BENNINGTON | VT | 05201 | N/A | PC | TELEHEALTH ENDOWMENT FUND MATCHING GRANT | $7,500 | |
| STATE DEMOCRACY PROJECT | ||||||||
| 77 SANDS STREET | BROOKLYN | NY | 11201 | N/A | PC | JOY TO THE POLLS GENERAL OPERATING SUPPORT | $35,000 | |
| STATE INNOVATION EXCHANGE | ||||||||
| PO BOX 260230 | MADISON | WI | 53726 | N/A | PC | REPRODUCTIVE RIGHTS | $100,000 | |
| STATE LEADERSHIP PROJECT | ||||||||
| PO BOX 223 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT + SOUTHERN WORKING GROUP PROJECT | $35,000 | |
| STORM KING ART CENTER | ||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STUDENT ORGANIZING | ||||||||
| 294 WASHINGTON STREET | BOSTON | MA | 02108 | N/A | PC | IRA EDUCATION IN SCHOOLS | $10,000 | |
| THANK YOU LIFE | ||||||||
| 7908 FINCH TRAIL | AUSTIN | TX | 78757 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TRANS HOUSING ATLANTA PROGRAM | ||||||||
| 1530 DEKALB AVENUE NE | ATLANTA | GA | 30307 | N/A | PC | GENERAL OPERATING SUPPORT | $31,000 | |
| TRUSTEES OF THE SMITH COLLEGE | ||||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | N/A | PC | ENVIRONMENT PROGRAM AND CAMPUS SUSTAINABILITY | $7,500 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UNITED AGAINST POVERTY INDIAN RIVER COUNTY | ||||||||
| 1400 27TH STREET | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UNITED AGAINST POVERTY INDIAN RIVER COUNTY | ||||||||
| 1400 27TH STREET | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | COVID RECOVERY WORK | $10,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUND | ||||||||
| 141 MAIN STREET SUITE 6 | MONTPELIER | VT | 05602 | N/A | PC | MAKE BIG OIL PAY CAMPAIGN | $9,000 | |
| VIRGINIA NEW MAJORITY EDUCATION FUND DBA NEW VIRGINIA MAJORITY EDUCATION FU | ||||||||
| 3801 MOUNT VERNON AVENUE | ALEXANDRIA | VA | 22305 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| VOTER FORMATION PROJECT | ||||||||
| 712 H STREET NE PMB 41 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| VOTER PARTICIPATION CENTER | ||||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VOTO LATINO FOUNDATION | ||||||||
| 1025 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WAKEUP WAKE COUNTY | ||||||||
| PO BOX 6484 | RALEIGH | NC | 27628 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WESTERN NATIVE VOICE EDUCATION PROJECT | ||||||||
| 80 25TH STREET W | BILLINGS | MT | 59102 | N/A | PC | 2024 MONTANA CIVIC ENGAGEMENT | $40,000 | |
| WESTERN RESOURCE ADVOCATES | ||||||||
| 2260 BASELINE ROAD SUITE 200 | BOULDER | CO | 80302 | N/A | PC | GREENHOUSE GAS ACCOUNTING AND REPORTING | $75,000 | |
| WILLIAM KING MUSEUM OF ART | ||||||||
| PO BOX 2256 | ABINGDON | VA | 24212 | N/A | PC | ARTLAB AND SCULPTURE TRAIL/EXHIBITION OF APPALACHIAN ARTISTS | $175,000 | |
| WINDWARD FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | HEARTLAND FUND'S RURAL YOUTH VOTER FUND | $10,000 | |
| WOMEN IN NEED | ||||||||
| ONE STATE STREET PLAZA | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WOMEN'S MEDIA CENTER | ||||||||
| PO BOX 70967 | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL OPERATING SUPPORT FOR WORK IN THE UNITED STATES | $20,000 | |
| WORLD MONUMENTS FUND | ||||||||
| 600 FIFTH AVENUE | NEW YORK | NY | 10020 | N/A | PC | GENERAL OPERATING SUPPORT FOR WORK IN THE UNITED STATES | $15,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE | WASHINGTON | DC | 20002 | N/A | PC | RESEARCH TO SUPPORT UTILITY ENERGY TRANSITION IN THE WEST AND SOUTHEAST | $100,000 | |
| WORMFARM INSTITUTE | ||||||||
| 28 E MAIN STREET | REEDSBURG | WI | 53959 | N/A | PC | GENERAL OPERATING SUPPORT | $135,000 | |
| WV CITIZEN ACTION EDUCATION FUND | ||||||||
| 1500 DIXIE STREET | CHARLESTON | WV | 25311 | N/A | PC | WEST VIRGINIA CIVIC ENGAGEMENT TABLE GENERAL OPERATING SUPPORT | $25,000 | |
| YOU CAN VOTE | ||||||||
| 2726 CROASDAILE DRIVE | DURHAM | NC | 27705 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | ||||||||
| PO BOX 2417 | CHICAGO | IL | 60690 | N/A | PC | LEGAL FELLOW FOR HEALTH JUSTICE | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,159,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM | |||||||
| 209 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 |
| ALABAMA CENTER FOR SUSTAINABLE ENERGY DBA ENERGY ALABAMA | |||||||
| PO BOX 1381 | HUNTSVILLE | AL | 35807 | N/A | PC | REDUCING TVAS FOSSIL FUEL-GENERATED ELECTRICITY THROUGH LOCAL POWER COMPANY ENGAGEMENT | $100,000 |
| ALASKA PUBLIC INTEREST RESEARCH GROUP | |||||||
| PO BOX 201416 | ANCHORAGE | AK | 99520 | N/A | PC | ALASKA RAILBELT RURAL ELECTRIC COOPERATIVES ELECTIONS | $75,000 |
| AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION | |||||||
| 325 W MAIN STREET SUITE 2210 | LOUISVILLE | KY | 40202 | N/A | PC | REPRODUCTIVE RIGHTS | $100,000 |
| APPALSHOP | |||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | ALL ACCESS EASTERN KENTUCKY | $100,000 |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | PHOTOGRAPHIC NIGHTS OF SELMA | $35,000 |
| BOTTOM THE | |||||||
| 2340 E MAGNOLIA AVENUE | KNOXVILLE | TN | 37917 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 |
| CENTER FOR DEMOCRACY AND TECHNOLOGY | |||||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | DIGITAL PRIVACY AND REPRODUCTIVE RIGHTS | $150,000 |
| CENTER FOR DEMOCRACY AND TECHNOLOGY | |||||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | DIGITAL PRIVACY AND REPRODUCTIVE RIGHTS | $150,000 |
| CERES | |||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | SUPPORTING INVESTOR ENGAGEMENT TO INCREASE UTILITIES CLEAN ENERGY CAPITAL EXPENDITURE | $100,000 |
| CLEAN ENERGY BUYERS INSTITUTE | |||||||
| 1425 K STREET NW | WASHINGTON | DC | 20005 | N/A | PC | BUILDING ENERGY MARKETS IN THE WEST AND SOUTHEAST | $175,000 |
| FOOT SOLDIERS PARK | |||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36702 | N/A | PC | FILM FESTIVAL SELMA | $35,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY | |||||||
| 420 N MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT | $40,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY | |||||||
| 420 N MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT | $15,000 |
| HEMPHILL COMMUNITY CENTER | |||||||
| PO BOX 142 | JACKHORN | KY | 41825 | N/A | PC | WOMEN'S HEALTH | $10,000 |
| INDUSTRIAL COMMONS | |||||||
| PO BOX 71 | MORGANTON | NC | 28680 | N/A | PC | SALARY AND BENEFITS ART DIRECTOR AND ACCELERATOR | $110,000 |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | ENGAGEMENTS WITH ENERGY UTILITIES AND BANKS: TRANSITIONING TO A CLEAN ENERGY ECONOMY | $100,000 |
| KENTUCKY CIVIC ENGAGEMENT TABLE | |||||||
| 2430 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PARADISE GARDEN FOUNDATION | |||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAI'I ALASKA INDIANA AND KENTUCKY | |||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 98122 | N/A | PC | HEALTH CENTERS IN LOUISVILLE AND LEXINGTON | $100,000 |
| RENEWALL | |||||||
| 610 14TH STREET WEST | HUNTINGTON | WV | 25704 | N/A | PC | GENERAL OPERATING SUPPORT | $65,000 |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | |||||||
| 2261 MARKET STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $145,000 |
| RISE CHATTANOOGA | |||||||
| 2901 TAYLOR STREET | CHATTANOOGA | TN | 37406 | N/A | PC | SALARY AND BENEFITS ARTS DIRECTOR, ARTS PROGRAMMING, AND STUDIO BUILD-OUT | $150,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | ENGAGE AND ACT: POWERFUL DATA AND ANALYTICAL ENGINES FOR CLIMATE ACTION | $125,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 GARRETT STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | FIGHTING GAS BUILDOUT IN THE SOUTH | $100,000 |
| TRUST WOMEN FOUNDATION | |||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | |||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE | WASHINGTON | DC | 20002 | N/A | PC | RESEARCH TO SUPPORT UTILITY ENERGY TRANSITION IN THE WEST AND SOUTHEAST | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,525,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $504,701 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $988 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,073,339 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,006 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,290,519 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S | 01 | $7 |
| OTHER INCOME (LOSS) THRU SCHEDULE K-1 | 01 | -$67,407 |
| RESTITUTION | 01 | $45,952 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $988 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,850,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,851,105 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT | $27,000 | $0 | $27,000 |
| TAX RETURN PREPARATION | $12,906 | $0 | $12,906 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W 30TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-04-25 | GrantDt |
| Grant | $20,000 | GrantAmt |
| Purpose Of Grant | SHAREHOLDER ENGAGEMENT PROJECT | PurposeOfGrantTxt |
| Expended By Grantee | $20,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE GRANTOR'S KNOWLEDGE NO FUNDS HAVE BEEN DIVERTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 08/18/2025 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (274 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A O SMITH CORPORATION (AOS) 2,741.000 SHARES | $186,964 | $186,964 |
| ABB LTD (ABBNY) 3,206.000 SHARES | $173,592 | $173,592 |
| ADMA BIOLOGICS INC (ADMA) 23,130.000 SHARES | $396,680 | $396,680 |
| ADOBE INC (ADBE) 1,317.000 SHARES | $585,644 | $585,644 |
| ADOBE INC COMMON STOCK (ADBE) 1,979.000 SHARES | $880,022 | $880,022 |
| ADYEN N V (ADYEY) 14,716.000 SHARES | $218,974 | $218,974 |
| ADYEN N V (ADYEY) 19,027.000 SHARES | $283,122 | $283,122 |
| AERCAP HOLDINGS NV (AER) 5,038.000 SHARES | $482,137 | $482,137 |
| AGILENT TECHNOLOGIES INC (A) 3,917.000 SHARES | $526,210 | $526,210 |
| AIA GROUP LTD (AAGIY) 10,543.000 SHARES | $305,652 | $305,652 |
| AIA GROUP LTD (AAGIY) 8,028.000 SHARES | $232,740 | $232,740 |
| AIR LIQUIDE (AIQUY) 14,634.000 SHARES | $475,576 | $475,576 |
| AIR LIQUIDE (AIQUY) 7,396.000 SHARES | $240,355 | $240,355 |
| AKAMAI TECHNOLOGIES INC (AKAM) 1,499.000 SHARES | $143,379 | $143,379 |
| ALCON INC (ALC) 3,570.000 SHARES | $303,057 | $303,057 |
| ALFA LAVAL AB (ALFVY) 6,953.000 SHARES | $291,101 | $291,101 |
| ALIGN TECHNOLOGY INC (ALGN) 1,825.000 SHARES | $380,531 | $380,531 |
| ALLEGION PUBLIC LIMITED COMPANY (ALLE) 1,599.000 SHARES | $208,957 | $208,957 |
| ALLIANZ SE (ALIZY) 26,650.000 SHARES | $816,556 | $816,556 |
| ALPHABET INC CLASS A (GOOGL) 180.000 SHARES | $34,074 | $34,074 |
| ALPHABET INC CLASS A (GOOGL) 6,583.000 SHARES | $1,246,162 | $1,246,162 |
| ALPHABET INC CLASS C (GOOG) 11,925.000 SHARES | $2,270,997 | $2,270,997 |
| ALPHABET INC CLASS C (GOOG) 8,753.000 SHARES | $1,666,921 | $1,666,921 |
| AMAZON.COM INC (AMZN) 10,763.000 SHARES | $2,361,295 | $2,361,295 |
| AMAZON.COM INC (AMZN) 9,189.000 SHARES | $2,015,975 | $2,015,975 |
| AMAZON.COM INC (AMZN) 98.000 SHARES | $21,500 | $21,500 |
| AMBEV S A (ABEV) 92,773.000 SHARES | $171,630 | $171,630 |
| AMDOCS LIMITED (DOX) 2,460.000 SHARES | $209,444 | $209,444 |
| AMER SPORTS INC (AS) 31,031.000 SHARES | $867,627 | $867,627 |
| AMERICAN FINANCIAL GROUP INC (AFG) 1,922.000 SHARES | $263,179 | $263,179 |
| AMERICAN INTERNATIONAL GROUP INC (AIG) 9,406.000 SHARES | $684,757 | $684,757 |
| AMERICAN SUPERCONDUCTOR CORPORATION (AMSC) 8,280.000 SHARES | $203,936 | $203,936 |
| ANALOG DEVICES INC (ADI) 2,589.000 SHARES | $550,059 | $550,059 |
| ANALOG DEVICES INC (ADI) 2,713.000 SHARES | $576,404 | $576,404 |
| APPLE INC (AAPL) 6,035.000 SHARES | $1,511,285 | $1,511,285 |
| APPLE INC (AAPL) 8,438.000 SHARES | $2,113,044 | $2,113,044 |
| APPLIED INDUSTRIAL TECHNOLIGIES INC (AIT) 1,127.000 SHARES | $269,883 | $269,883 |
| APTARGROUP INC (ATR) 1,753.000 SHARES | $275,396 | $275,396 |
| ARDELYX INC (ARDX) 20,862.000 SHARES | $105,770 | $105,770 |
| ARTESIAN RESOURCES CORP-CL A (ARTNA) 2,216.000 SHARES | $70,070 | $70,070 |
| ASML HOLDING N V (ASML) 315.000 SHARES | $218,320 | $218,320 |
| ASSA ABLOY AB (ASAZY) 14,343.000 SHARES | $212,104 | $212,104 |
| ATLAS COPCO AB (ATLKY) 15,098.000 SHARES | $230,728 | $230,728 |
| ATLAS COPCO AB (ATLKY) 19,968.000 SHARES | $305,151 | $305,151 |
| AUTODESK INC (ADSK) 2,600.000 SHARES | $768,482 | $768,482 |
| AUTODESK INC (ADSK) 2,742.000 SHARES | $810,453 | $810,453 |
| AVERY DENNISON CORP (AVY) 890.000 SHARES | $166,546 | $166,546 |
| AXCELIS TECHNOLOGIES INC (ACLS) 1,628.000 SHARES | $113,748 | $113,748 |
| BADGER METER INC (BMI) 1,860.000 SHARES | $394,543 | $394,543 |
| BANCO BILBAO VIZCAYA (BBVA) 39,456.000 SHARES | $383,512 | $383,512 |
| BERKSHIRE HATHAWAY INC DEL CL B (BRKB) 3,735.000 SHARES | $1,693,001 | $1,693,001 |
| BIO TECHNE CORP COM (TECH) 11,931.000 SHARES | $859,390 | $859,390 |
| BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 3,337.000 SHARES | $298,161 | $298,161 |
| BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 460.000 SHARES | $41,101 | $41,101 |
| BLACKROCK INC (BLK) 725.000 SHARES | $743,205 | $743,205 |
| BLACKSTONE INC (BX) 1,911.000 SHARES | $329,495 | $329,495 |
| BNP PARIBAS (BNPQY) 4,985.000 SHARES | $152,845 | $152,845 |
| BOOKING HOLDINGS INC (BKNG) 222.000 SHARES | $1,102,989 | $1,102,989 |
| BOOKING HOLDINGS INC (BKNG) 3.000 SHARES | $14,905 | $14,905 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL (BFAM) 3,387.000 SHARES | $375,449 | $375,449 |
| CAMDEN PEROPERTY TRUST-SBI (CPT) 1,258.000 SHARES | $145,978 | $145,978 |
| CAMTEK LTD (CAMT) 3,607.000 SHARES | $291,337 | $291,337 |
| CANADIAN NATIONAL RAILWAY CO (CNI) 4,086.000 SHARES | $414,770 | $414,770 |
| CANADIAN NATIONAL RAILWAY COMPANY (CNI) 2,529.000 SHARES | $256,719 | $256,719 |
| CARMAX INC (KMX) 5,621.000 SHARES | $459,573 | $459,573 |
| CARRIER GLOBAL CORPORATION (CARR) 8,846.000 SHARES | $603,828 | $603,828 |
| CAVCO INDS INC DEL (CVCO) 303.000 SHARES | $135,208 | $135,208 |
| CBOE HOLDINGS INC (CBOE) 1,494.000 SHARES | $251,480 | $251,480 |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) 1,636.000 SHARES | $305,441 | $305,441 |
| CHEMED CORPORATION (CHE) 399.000 SHARES | $211,390 | $211,390 |
| CHOICE HOTELS INTERNATIONAL INC (CHH) 71.000 SHARES | $10,081 | $10,081 |
| CHOICE HOTELS INTL INC (CHH) 2,072.000 SHARES | $294,183 | $294,183 |
| CHUBB LTD (CB) 1,435.000 SHARES | $396,491 | $396,491 |
| CHUGAI PHARMACEUTICAL LTD (CHGCY) 23,866.000 SHARES | $531,424 | $531,424 |
| CINCINNATI FINANCIAL CORP (CINF) 1,665.000 SHARES | $239,260 | $239,260 |
| CLOROX CO (CLX) 1,071.000 SHARES | $173,941 | $173,941 |
| COHEN & STEERS INC (CNS) 1,519.000 SHARES | $140,264 | $140,264 |
| COLOPLAST A S (CLPBY) 14,605.000 SHARES | $159,443 | $159,443 |
| COLUMBIA SPORTSWEAR CO (COLM) 2,088.000 SHARES | $175,246 | $175,246 |
| COMMERCE BANCSHARES INC (CBSH) 2,726.000 SHARES | $169,857 | $169,857 |
| COMPAGNIE DE SAINT GOBAIN (CODYY) 23,643.000 SHARES | $419,616 | $419,616 |
| COOPER COMPANIES INC (COO) 252.000 SHARES | $23,166 | $23,166 |
| COOPER COMPANIES INC (COO) 3,157.000 SHARES | $290,223 | $290,223 |
| CORMEDIX INC (CRMD) 21,351.000 SHARES | $172,943 | $172,943 |
| CREDICORP LTD (BAP) 1,161.000 SHARES | $212,835 | $212,835 |
| CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) 3,028.000 SHARES | $1,036,060 | $1,036,060 |
| CUBESMART (CUBE) 3,725.000 SHARES | $159,616 | $159,616 |
| CULLEN FROST BANKERS INC (CFR) 1,485.000 SHARES | $199,361 | $199,361 |
| DAIFUKU CO LTD (DFKCY) 17,943.000 SHARES | $188,384 | $188,384 |
| DANAHER CORPORATION (DHR) 1,898.000 SHARES | $435,686 | $435,686 |
| DASSAULT SYSTEMS S A (DASTY) 12,051.000 SHARES | $418,037 | $418,037 |
| DBS GROUP HOLDINGS LTD (DBSDY) 6,093.000 SHARES | $781,074 | $781,074 |
| DEERE & CO (DE) 1,799.000 SHARES | $762,236 | $762,236 |
| DELCATH SYS INC (DCTH) 7,072.000 SHARES | $85,147 | $85,147 |
| DENSO CORP (DNZOY) 16,046.000 SHARES | $226,104 | $226,104 |
| DEUTSCHE TELEKOM AG (DTEGY) 14,063.000 SHARES | $420,709 | $420,709 |
| DISCO CORP (DSCSY) 7,750.000 SHARES | $210,715 | $210,715 |
| DOLBY LABORATORIES INC CL A (DLB) 2,650.000 SHARES | $206,965 | $206,965 |
| DONALDSON CO INC (DCI) 3,456.000 SHARES | $232,762 | $232,762 |
| EAST WEST BANCORP INC (EWBC) 1,629.000 SHARES | $155,993 | $155,993 |
| EATON CORPORATION PLC (ETN) 5,189.000 SHARES | $1,722,073 | $1,722,073 |
| EDWARDS LIFESCIENCES CORP (EW) 12,922.000 SHARES | $956,616 | $956,616 |
| ELEVANCE HEALTH INC (ELV) 1,825.000 SHARES | $673,243 | $673,243 |
| ELI LILLY & CO (LLY) 2,346.000 SHARES | $1,811,112 | $1,811,112 |
| ENOVA INTERNATIONAL INC (ENVA) 1,882.000 SHARES | $180,446 | $180,446 |
| EPIROC AKTIEBOLAG (EPOKY) 12,989.000 SHARES | $226,359 | $226,359 |
| EPIROC AKTIEBOLAG (EPOKY) 14,234.000 SHARES | $248,056 | $248,056 |
| EXLSERVICE HOLDINGS INC (EXLS) 6,082.000 SHARES | $269,919 | $269,919 |
| EXPEDITORS INTL WASH INC (EXPD) 1,667.000 SHARES | $184,654 | $184,654 |
| F5 INC (FFIV) 894.000 SHARES | $224,814 | $224,814 |
| FACTSET RESEARCH SYSTEMS INC (FDS) 709.000 SHARES | $340,519 | $340,519 |
| FERGUSON ENTERPRISES INC (FERG) 3,357.000 SHARES | $582,675 | $582,675 |
| FINANCIAL INSTITUTIONS INC (FISI) 7,321.000 SHARES | $199,790 | $199,790 |
| FIRST CITIZENS BANCSHARES INC CL A (FCNCA) 479.000 SHARES | $1,012,137 | $1,012,137 |
| FIRST FINANCIAL BANCORP-OHIO (FFBC) 7,869.000 SHARES | $211,519 | $211,519 |
| FISERV INC (FI) 5,425.000 SHARES | $1,114,404 | $1,114,404 |
| FLOWERS FOOD INC (FLO) 7,403.000 SHARES | $152,946 | $152,946 |
| FOMENTO ECONOMICO MEXICANO SAB DE CV (FMX) 4,792.000 SHARES | $409,668 | $409,668 |
| FOUR CORNERS PROPERTY TRUST INC (FCPT) 1,251.000 SHARES | $33,953 | $33,953 |
| FRP HOLDINGS INC (FRPH) 1,828.000 SHARES | $55,992 | $55,992 |
| GE AEROSPACE (GE) 3,020.000 SHARES | $503,706 | $503,706 |
| GE AEROSPACE (GE) 7,649.000 SHARES | $1,275,777 | $1,275,777 |
| GE VERNOVA LLC (GEV) 1,913.000 SHARES | $629,243 | $629,243 |
| GENEDX HLDGS CORP CL A (WGS) 4,794.000 SHARES | $368,467 | $368,467 |
| GENMAB A S (GMAB) 7,779.000 SHARES | $162,348 | $162,348 |
| GENUINE PARTS CO (GPC) 1,085.000 SHARES | $126,685 | $126,685 |
| GRUPO FINANCIERO BANORTE SAB DE CV (GBOOY) 5,387.000 SHARES | $174,049 | $174,049 |
| HAIER SMART HOME CO LTD (HSHCY) 16,824.000 SHARES | $238,245 | $238,245 |
| HDFC BK LTD (HDB) 8,566.000 SHARES | $547,025 | $547,025 |
| HENRY JACK & ASSOCIATES INC (JKHY) 1,071.000 SHARES | $187,746 | $187,746 |
| HUBBELL INCORPORATED (HUBB) 2,975.000 SHARES | $1,246,198 | $1,246,198 |
| HUBBELL INCORPORATED (HUBB) 386.000 SHARES | $161,692 | $161,692 |
| ICICI BANK LTD (IBN) 21,085.000 SHARES | $629,598 | $629,598 |
| IDEX CORP (IEX) 1,114.000 SHARES | $233,149 | $233,149 |
| IDEXX LABORATORIES CORP (IDXX) 1,592.000 SHARES | $658,196 | $658,196 |
| ILLUMINA INC (ILMN) 3,109.000 SHARES | $415,455 | $415,455 |
| INFINEON TECHNOLOGIES AG (IFNNY) 14,132.000 SHARES | $459,502 | $459,502 |
| INNODATA INC (INOD) 20,910.000 SHARES | $826,363 | $826,363 |
| INTAPP INC (INTA) 9,614.000 SHARES | $616,161 | $616,161 |
| INTERNATIONAL BANCSHARES CORP (IBOC) 2,227.000 SHARES | $140,657 | $140,657 |
| INTERPUBLIC GROUP OF COS INC (IPG) 5,664.000 SHARES | $158,705 | $158,705 |
| INTUIT INC (INTU) 1,402.000 SHARES | $881,157 | $881,157 |
| JONES LANG LASALLE INC (JLL) 1,034.000 SHARES | $261,747 | $261,747 |
| JPMORGAN CHASE & CO (JPM) 151.000 SHARES | $36,196 | $36,196 |
| KINGSTONE COMPANIES INC (KINS) 3,238.000 SHARES | $49,185 | $49,185 |
| KKR & CO INC (KKR) 14,855.000 SHARES | $2,197,203 | $2,197,203 |
| KLA CORPORATION (KLAC) 596.000 SHARES | $375,552 | $375,552 |
| KOMATSU LTD (KMTUY) 9,063.000 SHARES | $250,855 | $250,855 |
| KONINKLIJKE PHILIPS N V (PHG) 5,284.000 SHARES | $133,791 | $133,791 |
| KRYSTAL BIOTECH INC (KRYS) 2,244.000 SHARES | $351,545 | $351,545 |
| KT CORP (KT) 31,902.000 SHARES | $495,119 | $495,119 |
| L OREAL CO (LRLCY) 6,681.000 SHARES | $472,995 | $472,995 |
| LAMAR ADVERTISING COMPANY (LAMR) 1,580.000 SHARES | $192,349 | $192,349 |
| LINCOLN ELEC HOLDINGS INC (LECO) 906.000 SHARES | $169,848 | $169,848 |
| LLOYDS BANKING GROUP PLC (LYG) 114,348.000 SHARES | $311,027 | $311,027 |
| LONDON STK EXCHANGE GROUP (LNSTY) 13,989.000 SHARES | $494,273 | $494,273 |
| LONZA GROUP AG ZUERICH (LZAGY) 3,795.000 SHARES | $224,372 | $224,372 |
| LOWES COMPANIES INC (LOW) 1,869.000 SHARES | $461,269 | $461,269 |
| LOWES COMPANIES INC (LOW) 102.000 SHARES | $25,174 | $25,174 |
| M TRON INDUSTRIES INC (MPTI) 3,752.000 SHARES | $181,709 | $181,709 |
| MAKEMYTRIP LIMITED (MMYT) 7,651.000 SHARES | $859,054 | $859,054 |
| MANULIFE FINANCIAL CORP (MFC) 17,663.000 SHARES | $542,431 | $542,431 |
| MASCO CORP (MAS) 2,079.000 SHARES | $150,873 | $150,873 |
| MASTERCARD INCORPORATED (MA) 3,923.000 SHARES | $2,065,734 | $2,065,734 |
| MCCORMICK & CO INC NONVOTING (MKC) 1,957.000 SHARES | $149,202 | $149,202 |
| MEDPACE HOLDINGS INC (MEDP) 836.000 SHARES | $277,744 | $277,744 |
| MEDPACE HOLDINGS INC COM (MEDP) 497.000 SHARES | $165,118 | $165,118 |
| MERCADOLIBRE INC (MELI) 144.000 SHARES | $244,863 | $244,863 |
| MERCK & CO INC (MRK) 315.000 SHARES | $31,336 | $31,336 |
| MERCK KGAA (MKKGY) 10,478.000 SHARES | $303,579 | $303,579 |
| META PLATFORMS INC CLASS A (META) 101.000 SHARES | $59,137 | $59,137 |
| MGM RESORTS INTERNATIONAL (MGM) 248.000 SHARES | $8,593 | $8,593 |
| MICROSOFT CORP (MSFT) 5,254.000 SHARES | $2,214,561 | $2,214,561 |
| MICROSOFT CORP (MSFT) 6,883.000 SHARES | $2,901,185 | $2,901,185 |
| MIDLAND STATES BANCORP INC (MSBI) 5,929.000 SHARES | $144,668 | $144,668 |
| MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) 23,526.000 SHARES | $275,725 | $275,725 |
| MODINE MANUFACTURING CO (MOD) 6,845.000 SHARES | $793,541 | $793,541 |
| MOELIS & COMPANY (MC) 4,175.000 SHARES | $308,449 | $308,449 |
| MTU AERO ENGINES AG (MTUAY) 1,754.000 SHARES | $292,418 | $292,418 |
| MUELLER WATER PRODUCTS INC SER A (MWA) 12,886.000 SHARES | $289,935 | $289,935 |
| NINTENDO CO LTD (NTDOY) 32,835.000 SHARES | $483,889 | $483,889 |
| NOMAD FOODS LTD (NOMD) 25,036.000 SHARES | $420,104 | $420,104 |
| NORDSON CORP (NDSN) 944.000 SHARES | $197,523 | $197,523 |
| NORTHERN TRUST CORP (NTRS) 2,119.000 SHARES | $217,197 | $217,197 |
| NOVO NORDISK A/S (NVO) 1,397.000 SHARES | $120,170 | $120,170 |
| NOVOZYMES A/S (NVZMY) 3,269.000 SHARES | $185,065 | $185,065 |
| NVENT ELECTRIC PLC (NVT) 7,082.000 SHARES | $482,709 | $482,709 |
| NVIDIA CORP (NVDA) 20,014.000 SHARES | $2,687,680 | $2,687,680 |
| OLD DOMINION FEIGHT LINES INC (ODFL) 4,503.000 SHARES | $794,329 | $794,329 |
| ONTO INNOVATION INC (ONTO) 1,195.000 SHARES | $199,171 | $199,171 |
| OVERSEA CHINESE BANKING CORPORATION LTD (OVCHY) 23,327.000 SHARES | $570,788 | $570,788 |
| P T TELEKOMUNIKASI (TLK) 14,403.000 SHARES | $236,929 | $236,929 |
| PACCAR INC (PCAR) 8,338.000 SHARES | $867,319 | $867,319 |
| PACKAGING CORP AMER (PKG) 766.000 SHARES | $172,450 | $172,450 |
| PAYCOM SOFTWARE INC (PAYC) 1,311.000 SHARES | $268,716 | $268,716 |
| PING AN INSURANCE GROUP (PNGAY) 12,062.000 | $143,007 | $143,007 |
| PRGORESS SOFTWARE CORPORATION (PRGS) 3,253.000 SHARES | $211,933 | $211,933 |
| PROGRESSIVE CORP-OHIO (PGR) 3,003.000 SHARES | $719,548 | $719,548 |
| QUALYS INC COM (QLYS) 1,909.000 SHARES | $267,680 | $267,680 |
| RELX PLC (RELX) 12,828.000 SHARES | $582,648 | $582,648 |
| RENTOKIL INITIAL PLC (RTO) 14,138.000 SHARES | $357,974 | $357,974 |
| ROCHE HOLDING LTD (RHHBY) 11,274.000 SHARES | $397,307 | $397,307 |
| ROCHE HOLDING LTD (RHHBY) 13,609.000 SHARES | $479,595 | $479,595 |
| ROCKWELL AUTOMATION INC (ROK) 4,428.000 SHARES | $1,265,478 | $1,265,478 |
| ROYAL BANK OF CANADA (RY) 245.000 SHARES | $29,525 | $29,525 |
| RPM INTERNATIONAL INC (RPM) 2,129.000 SHARES | $261,995 | $261,995 |
| S&P GLOBAL INC COM (SPGI) 2,460.000 SHARES | $1,225,154 | $1,225,154 |
| SAP SE (SAP) 2,197.000 SHARES | $540,923 | $540,923 |
| SCHNEIDER ELECTRIC SE (SBGSY) 9,401.000 SHARES | $469,016 | $469,016 |
| SCHNEIDER ELECTRIC SE (SBGSY) 9,605.000 SHARES | $479,193 | $479,193 |
| SEI INVESTMENTS CO (SEIC) 3,690.000 SHARES | $304,351 | $304,351 |
| SELECTIVE INSURANCE GROUP INC (SIGI) 1,664.000 SHARES | $155,617 | $155,617 |
| SHERWIN WILLIAMS CO (SHW) 2,722.000 SHARES | $925,289 | $925,289 |
| SHIMANO INC (SMNNY) 8,263.000 SHARES | $112,459 | $112,459 |
| SHIN ETSU CHEMICAL CO LTD (SHECY) 15,481.000 SHARES | $260,839 | $260,839 |
| SHIONOGI & CO LTD (SGIOY) 23,458.000 SHARES | $165,613 | $165,613 |
| SHOPIFY INC CL A (SHOP) 1,943.000 SHARES | $206,599 | $206,599 |
| SHOPIFY INC CL A (SHOP) 11,609.000 SHARES | $1,234,385 | $1,234,385 |
| SILGAN HOLDINGS INC (SLGN) 2,294.000 SHARES | $119,403 | $119,403 |
| SIMPLY GOOD FOODS COMPANY (SMPL) 5,324.000 SHARES | $207,530 | $207,530 |
| SNAP-ON INC (SNA) 804.000 SHARES | $272,942 | $272,942 |
| SONOVA HOLDING AG (SONVY) 3,070.000 SHARES | $200,747 | $200,747 |
| SONY GROUP CORPORATION (SONY) 22,120.000 SHARES | $468,059 | $468,059 |
| SONY GROUP CORPORATION (SONY) 31,799.000 SHARES | $672,867 | $672,867 |
| SPIRE INC (SR) 80.000 SHARES | $5,427 | $5,427 |
| SPRINGWORKS THERAPEUTICS INC (SWTX) 7,893.000 SHARES | $285,174 | $285,174 |
| SPS COMM INC (SPSC) 2,893.000 SHARES | $532,283 | $532,283 |
| SPX TECHNOLOGIES INC (SPXC) 6,486.000 SHARES | $943,843 | $943,843 |
| STAG INDUSTRIAL INC (STAG) 3,699.000 SHARES | $125,101 | $125,101 |
| STERIS PLC (STE) 935.000 SHARES | $192,199 | $192,199 |
| STERLING INFRASTRUCTURE INC (STRL) 7,145.000 SHARES | $1,203,575 | $1,203,575 |
| STIFEL FINANCIAL CORP (SF) 1,651.000 SHARES | $175,138 | $175,138 |
| STRYKER CORP (SYK) 2,896.000 SHARES | $1,042,705 | $1,042,705 |
| SVENSKA HANDELSBANKEN (SVNLY) 75,709.000 SHARES | $391,264 | $391,264 |
| SWEDBANK AB (SWDBY) 22,608.000 SHARES | $446,666 | $446,666 |
| SYMRISE AG (SYIEY) 9,553.000 SHARES | $253,852 | $253,852 |
| SYSMEX CORPORATION (SSMXY) 19,391.000 SHARES | $359,858 | $359,858 |
| T MOBILE US INC (TMUS) 3,014.000 SHARES | $665,280 | $665,280 |
| TAIWAN SEMICONDUCTOR MFG CO (TSM) 3,293.000 SHARES | $650,334 | $650,334 |
| TAIWAN SEMICONDUCTOR MFG CO (TSM) 8,323.000 SHARES | $1,643,709 | $1,643,709 |
| TAIWAN SEMICONDUCTOR MFG CO LTD (TSM) 3,397.000 SHARES | $670,874 | $670,874 |
| TECHTRONIC INDUSTRIES CO LTD (TTNDY) 2,893.000 SHARES | $190,869 | $190,869 |
| TELEFLEX INC (TFX) 1,127.000 SHARES | $200,583 | $200,583 |
| TENCENT HOLDINGS LIMITED (TCEHY) 6,206.000 SHARES | $333,150 | $333,150 |
| TENCENT HOLDINGS LIMITED (TCEHY) 8,487.000 SHARES | $455,599 | $455,599 |
| TERADYNE INC (TER) 1,444.000 SHARES | $181,828 | $181,828 |
| TEXAS ROADHOUSE INC (TXRH) 54.000 SHARES | $9,743 | $9,743 |
| TEXAS ROADHOUSE INC (TXRH) 979.000 SHARES | $176,641 | $176,641 |
| TJX COMPANIES INC NEW (TJX) 5,743.000 SHARES | $693,812 | $693,812 |
| TOKYO ELECTRON LTD (TOELY) 4,502.000 SHARES | $346,402 | $346,402 |
| TOPBUILD CORP (BLD) 798.000 SHARES | $248,449 | $248,449 |
| TORO CO (TTC) 1,601.000 SHARES | $128,240 | $128,240 |
| TRADE DESK INC CLASS A (TTD) 3,037.000 SHARES | $356,938 | $356,938 |
| TRANSMEDICS GROUP INC (TMDX) 7,628.000 SHARES | $475,606 | $475,606 |
| TSS INC (TSSI) 14,275.000 SHARES | $169,302 | $169,302 |
| UBER TECHNOLOGIES INC (UBER) 7,768.000 SHARES | $468,565 | $468,565 |
| UFP INDUSTRIES INC (UFPI) 1,299.000 SHARES | $146,332 | $146,332 |
| UFP TECHNOLOGIES INC (UFPT) 1,951.000 SHARES | $477,039 | $477,039 |
| UNICHARM CORP (UNICY) 42,347.000 SHARES | $200,852 | $200,852 |
| UNITED RENTALS INC (URI) 1,324.000 SHARES | $932,678 | $932,678 |
| UNITEDHEALTH GROUP INC (UNH) 3,098.000 SHARES | $1,567,154 | $1,567,154 |
| UNITEDHEALTH GROUP INC (UNH) 59.000 SHARES | $29,846 | $29,846 |
| VERACYTE INC (VCYT) 9,353.000 SHARES | $370,379 | $370,379 |
| VISA INC CL A (V) 6,098.000 SHARES | $1,927,212 | $1,927,212 |
| VISA INC CL A (V) 6,624.000 SHARES | $2,093,448 | $2,093,448 |
| WALT DISNEY CO (DIS) 307.000 SHARES | $34,184 | $34,184 |
| WATERS CORP (WAT) 947.000 SHARES | $351,318 | $351,318 |
| WATTS WATER TECHNOLOGIES INC CL A (WTS) 782.000 SHARES | $158,981 | $158,981 |
| WILLIAMS SONOMA INC (WSM) 1,450.000 SHARES | $268,511 | $268,511 |
| WILLIS LEASE FINANCE CORP (WLFC) 1,136.000 SHARES | $235,777 | $235,777 |
| WORKDAY INC CLASS A (WDAY) 1,630.000 SHARES | $420,588 | $420,588 |
| ZEBRA TECHNOLOGIES CORP-CL A (ZBRA) 620.000 SHARES | $239,456 | $239,456 |
| ZOETIS INC CL A (ZTS) 4,790.000 SHARES | $780,435 | $780,435 |
| ZTO EXPRESS CAYMAN INC (ZTO) 8,374.000 SHARES | $163,712 | $163,712 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALKEON INNOVATION OFFSHORE FUND II, LP | FMV | $4,242,032 | $4,242,032 |
| BROWN CAP MGMT INTL SMALL CO FD INSTL (BCSFX) 271,541.564 SHARES | FMV | $6,769,533 | $6,769,533 |
| DBL PARTNERS III, L.P. | FMV | $17,740,675 | $17,740,675 |
| DBL PARTNERS IV, L.P. | FMV | $17,630,330 | $17,630,330 |
| GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. | FMV | $231,441 | $231,441 |
| GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. | FMV | $3,430,478 | $3,430,478 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | FMV | $40,356,820 | $40,356,820 |
| GENERATION IM SUSTAINABLE SOLUTIONS FUND III (B), L.P. | FMV | $4,602,382 | $4,602,382 |
| GENERATION IM SUSTAINABLE SOLUTIONS FUND IV (B), ILP | FMV | $4,752,149 | $4,752,149 |
| ILLUMEN CAPITAL II, LP | FMV | $732,394 | $732,394 |
| JUST CLIMATE CAF I (B) SCSP | FMV | $1,403,542 | $1,403,542 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $9,833 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,833 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS AND INTEREST RECEIVABLE | $86,955 | $77,652 | $77,652 |
| INVESTMENT DISTRIBUTION RECEIVABLES | $0 | $3,788,750 | $3,788,750 |
| PROGRAM RELATED INVESTMENTS | $1,550,000 | $1,872,982 | $1,872,982 |
| RESTITUTION RECEIVABLE | $0 | $45,864 | $45,864 |
| SECURITY DEPOSIT | $2,000 | $2,000 | $2,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $154,552 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,550 | $0 | $50 |
| INSURANCE | $16,128 | $0 | $17,508 |
| OFFICE AND OTHER EXPENSES | $89,050 | $0 | $86,171 |
| OTHER INVESTMENT EXPENSES | $42,227 | $42,227 | $0 |
| OTHER DEDUCTIONS THRU SCHEDULE K-1'S | $788,524 | $773,688 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LITIGATION PROCEEDS | $6 | $6 | $6 |
| PROGRAM-RELATED INVESTMENTS INTEREST | $3,000 | $3,000 | $3,000 |
| ORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S | $7 | $7 | $7 |
| OTHER INCOME (LOSS) THRU SCHEDULE K-1 | -$67,407 | -$67,407 | -$67,407 |
| RESTITUTION | $45,952 | $45,952 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $11,118,847 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $911,655 | BOYBookValueAmt |
| EOY Book Value | $1,066,207 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $277,060 | $0 | $277,060 |
| INFORMATION TECHNOLOGY CONSULTANTS | $10,752 | $0 | $10,919 |
| INVESTMENT MANAGEMENT AND ADVISORY | $1,004,065 | $1,004,065 | $0 |
| PHILANTHROPIC AND OTHER CONSULTANTS | $113,642 | $0 | $108,255 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $317,650 | $0 | $0 |
| STATE UNRELATED BUSINESS INCOME TAX | $250 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $92,927 | $92,927 | $0 |
| FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S | $28,086 | $28,086 | $0 |
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