FREEDOM TOGETHER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM TOGETHER FOUNDATION (EIN 90-0747216)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349100933
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T09:46:59-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900747216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JPB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JPBF | BusinessNameControlTxt |
| Phone | 2129359860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 THIRD AVENUE 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA PICOWER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129359860 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,764,689,189 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $851,945,202 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,153,674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,153,674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,525,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,525,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,475,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $604,515,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,981,755 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,627,097 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,753,368 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $910,727,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,414,667 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,325,591 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,718,172 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $607,419 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,742,383 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $905,398 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,836,985 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,133,152 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $466,530 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $666,622 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $186,019 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $73,498 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $112,521 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $120,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $85,255 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,000,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,210,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,789,346 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $241 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $241 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,537,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $452,168 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $59,445 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,596,105 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $259,611 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,336,494 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $132,412 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,653 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $122,759 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $515,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $165,026 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350,424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,348,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,277,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,908,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,203,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,203,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,551,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,277,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,111,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $740,175,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,137,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $264,000 | CashBOYAmt |
| Cash EOY | $454,269 | CashEOYAmt |
| Cash EOYFMV | $454,269 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $583,234,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $449,916,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $449,916,741 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $25,186 | AcctRcvblAmt |
| Acct Rcvbl BOY | $180,149 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $25,186 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $25,186 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,887 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,816 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,816 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $632,308,374 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $655,830,661 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $655,073,062 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,124,389,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,531,274,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,779,994,848 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $683,461,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $781,456,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $842,729,886 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,517,394 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $220,648 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $163,811 | LandBOYAmt |
| Land EOY | $6,296,746 | LandEOYAmt |
| Land EOYFMV | $6,296,746 | LandEOYFMVAmt |
| Other Assets BOY | $24,088,966 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,186,635 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,186,635 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,048,095,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,455,452,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,764,689,189 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,625 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,625 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,048,095,419 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,455,450,337 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,048,095,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,455,450,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,048,095,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,455,452,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,048,095,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $740,175,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,788,270,833 | SubtotalAmt |
| Other Decreases | $332,820,496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,455,450,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $254,719,779 | $256,226,119 | -$1,506,340 | -$1,506,340 | |
| PUBLICLY TRADED SECURITIES | $227,902,578 | $207,221,222 | $20,681,356 | $20,681,356 | |
| BRIDGEWATER PRIVATE INVESTORS OFFSHORE LTD | $431 | $431 | $431 | P | |
| GAM GLOBAL RATES HEDGE USD FD | $25,444 | $24,299 | $1,145 | $1,145 | P |
| MANIKAY OFFSHORE LTD | $8,227,019 | $7,958,480 | $268,539 | $268,539 | P |
| MIURA GLOBAL LTD | $21,083,312 | $20,000,000 | $1,083,312 | $1,083,312 | P |
| SOUTHPAW CREDIT OPPORTUNITY (FTE) LTD. | $31,867,392 | $30,000,000 | $1,867,392 | $1,867,392 | P |
| THIRD POINT OFFSHORE LTD | $30,379,575 | $26,032,430 | $4,347,145 | $4,347,145 | P |
| BREP VII (PER K-1) | $1,807,048 | $1,807,048 | P | ||
| DARUMA GINKGO FUND LP (PER K-1) | $433,634 | $433,634 | P | ||
| GENERAL ATLANTIC (PER K-1) | $244,370 | $244,370 | P | ||
| HIGHCLERE INTERNATIONAL INVESTORS SMID FD (PER K-1) | -$808,927 | -$808,927 | P | ||
| WALTON STREET REAL ESTATE FUND VII-Q LP (PER K-1) | $577,356 | $577,356 | P | ||
| WELLINGTON TRUST COMPANY (PER K-1) | -$577,469 | -$577,469 | P | ||
| EDGBASTON ASIAN EQUITY TRUST FD (PER K-1) | $995,755 | $995,755 | P | ||
| HIGHFIELDS CAPITAL IV (PER K-1) | $80,393 | $80,393 | P | ||
| INSIGHT VENTURE PARTNERS (CAYMAN) IX, LP (PER K-1) | $13,559 | $13,559 | P | ||
| SALE OF WELLINGTON TRUST COMPANY | $30,309,774 | $33,836,718 | -$3,526,944 | -$3,526,944 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,981,755 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,024,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,627,016,714 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047592 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,760,654 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,644,442,846 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,548,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $328,476,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.159976 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,657,597 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $64,144,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.898870 | DistributionYr4Rt |
| Total Distribution | 1.157982 | TotalDistributionRt |
| Average Distribution | 0.289496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,176,984,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $919,724,375 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $521,376 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $920,245,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,111,545 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,042,751 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,042,751 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,042,751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,396,658 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,396,658 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,353,907 | OverpaymentAmt |
| Applied To ES Tax | $1,353,907 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JPBFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE JPB FOUNDATION | IndividualWithBooksNm |
| Phone | 2129359860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 THIRD AVENUE 29TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| GERALD C MCNAMARA | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | CIO | 40.00 | $1,400,000 | $35,577 | $0 |
| APRIL C FREILICH | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | COO, EX. VP | 40.00 | $636,344 | $55,129 | $0 |
| BARBARA PICOWER | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | PRESIDENT | 40.00 | $289,247 | $43,917 | $0 |
| JOSHUA HENRI HOCHSCHULER | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SUSAN C FRUNZI | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| WILLIAM D ZABEL | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MARTIN R POST | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| GEOFFREY CANADA | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| CECILE RICHARDS | |||||||||
| C/O THE JPB FOUNDATION 875 3RD | AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | TRUSTEE | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| DANA L BOURLAND | |||||||||
| C/O THE JPB FOUNDATION 875 3RD AVE | 29TH FL | NEW YORK | NY | 10022 | VP, ENVIRONMENT | 40.00 | $335,908 | $49,676 | $0 |
| YVONNE C YU | |||||||||
| C/O THE JPB FOUNDATION 875 3RD AVE | 29TH FL | NEW YORK | NY | 10022 | VP, INVESTMENT OPERA | 40.00 | $284,596 | $64,822 | $0 |
| WILLIAM W RIBBECKE | |||||||||
| C/O THE JPB FOUNDATION 875 3RD AVE | 29TH FL | NEW YORK | NY | 10022 | VP, INVESTMENTS | 40.00 | $274,712 | $64,779 | $0 |
| GAETANA D EBBOLE | |||||||||
| C/O THE JPB FOUNDATION 875 3RD AVE | 29TH FL | NEW YORK | NY | 10022 | VP, POVERTY | 40.00 | $266,250 | $49,217 | $0 |
| MICHAEL J VACCARO | |||||||||
| C/O THE JPB FOUNDATION 875 3RD AVE | 29TH FL | NEW YORK | NY | 10022 | CONTROLLER | 40.00 | $224,712 | $39,322 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 15 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JP MORGAN PB FEE OPERATIONS | ||||||
| 500 STANTON CHRISTIANA ROAD OPS3 FL | 2 | NEWARK | DE | 19713 | MANAGEMENT AND ADVISORY SERVICE | $1,462,446 |
| GOLDMAN SACHS ASSET MANAGEMENT LP | ||||||
| 200 WEST STREET | NEW YORK | NY | 10282 | MANAGEMENT AND ADVISORY SERVICE | $1,441,722 | |
| MATHEMATICA POLICY RESEARCH INC | ||||||
| PO BOX 2393 | PRINCETON | NJ | 085432393 | CONSULTING SERVICE | $1,066,395 | |
| MONTICELLO ASSOCIATES INC | ||||||
| 1800 LARIMER STREET SUITE 2100 | DENVER | CO | 80202 | CONSULTING SERVICE | $1,000,000 | |
| BROWN BROTHERS HARRIMAN & CO | ||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | MANAGEMENT AND ADVISORY SERVICE | $738,074 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 23 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,668,868,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $529,687,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,809,378 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,225,365,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,225,365,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,380,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,176,984,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,849,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,849,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,042,751 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,227,974 | IncomeTaxAmt |
| Total Tax | $2,270,725 | TotalTaxAmt |
| Distributable Before Adj | $156,578,512 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $156,578,512 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $156,578,512 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,111,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $157,111,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,111,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,578,512 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $50,960,644 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,319,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,144,601 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $90,424,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,111,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,578,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $533,033 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,957,471 | 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 | $90,957,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,960,644 | ExcessFromYear4Amt |
| Excess From Year3 | $36,319,193 | ExcessFromYear3Amt |
| Excess From Year2 | $3,144,601 | ExcessFromYear2Amt |
| Excess From Current Year | $533,033 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (195 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | ||||||||
| 1220 L STREET NW SUITE 850 | WASHINGTON | DC | 20005 | NONE | PC | RIGHT TO VOTE PROJECT | $600,000 | |
| AEON | ||||||||
| 901 NORTH 3RD STREET SUITE 150 | MINNEAPOLIS | MN | 55401 | NONE | PC | THE ROSE (FKA - SOUTH QUARTER PHASE IV) | $750,000 | |
| ALLIANCE FOR A HEALTHIER GENERATION CO THE CLINTON FOUNDATION | ||||||||
| 1271 AVENUE OF THE AMERICAS 42ND | NEW YORK | NY | 10020 | NONE | PC | HEALTHY SCHOOLS PROGRAM EXPANSION | $2,175,875 | FLOOR |
| ALLIANCE FOR A HEALTHIER GENERATION CO THE CLINTON FOUNDATION | ||||||||
| 1271 AVENUE OF THE AMERICAS 42ND | NEW YORK | NY | 10020 | NONE | PC | HEALTHY SCHOOLS PROGRAM EXPANSION | $370,357 | FLOOR |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | IMMIGRANT'S RIGHTS PROJECT | $1,000,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE CLS 747 | BOSTON | MA | 022155491 | NONE | PC | BARBARA KAHN'S RESEARCH TITLED, CHARACTERIZATION OF A NOVEL CLASS OF LIPIDS WITH ANTI-DIABETIC AND ANTI-INFLAMMATORY EFFECTS | $625,000 | |
| BLADDER CANCER ADVOCACY NETWORK INC | ||||||||
| 4915 ST ELMO AVENUE SUITE 202 | BETHESDA | MD | 20814 | NONE | PC | THE JPB FOUNDATION YOUNG INVESTIGATOR AWARDS | $100,000 | |
| BLUEGREEN ALLIANCE FOUNDATION | ||||||||
| 1300 GODWARD STREET NE SUITE 2625 | MINNEAPOLIS | MN | 55413 | NONE | PC | MAP, GREEN AND GROW THE SUPPLY CHAIN FOR AFFORDABLE HOUSING ENERGY EFFICIENCY (MGG) | $750,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | CHILDREN'S HEALTH WATCH: TIMELY FRONTLINE DATA TO INFORM A BETTER FUTURE FOR CHILDREN | $150,000 | |
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PC | ENSURING EQUITABLE DEVELOPMENT IN NEIGHBORHOODS EAST OF THE ANACOSTIA RIVER AND GENERAL OPERATING SUPPORT | $200,000 | |
| CENTER FOR AMERICAN PROGRESS | ||||||||
| 1333 H STREET NW FLOOR 10 | WASHINGTON | DC | 20005 | NONE | PC | REDUCING 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 10 | WASHINGTON | DC | 20005 | NONE | PC | CREATING GREATER OPPORTUNITY TO MOVE FAMILY OUT OF POVERTY | $700,000 | |
| CENTER FOR COMMUNITY CHANGE | ||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $4,800,000 | |
| CENTER FOR LAW AND SOCIAL POLICY | ||||||||
| 1200 18TH STREET NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | PC | SPOTLIGHT ON POVERTY AND OPPORTUNITY: THE SOURCE OF NEWS, IDEAS AND ACTIONS | $100,000 | |
| CENTER FOR POPULAR DEMOCRACY INC | ||||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | NONE | PC | WORKPLACE JUSTICE INITIATIVE | $400,000 | |
| CENTER FOR THE STUDY OF SOCIAL POLICY | ||||||||
| 1575 EYE STREET NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | PREVENTING AND MITIGATING THE EFFECTS OF TOXIC STRESS ON YOUNG CHILDREN AND THEIR FAMILIES | $1,615,000 | |
| CENTER FOR YOUTH WELLNESS | ||||||||
| 3450 THIRD STREET BLDG 2 SUITE 201 | SAN FRANCISCO | CA | 94124 | NONE | PC | ACE'S AND TOXIC STRESS EDUCATION CAMPAIGN: A TRANSFORMATIONAL EFFORT TARGETING THE PUBLIC AND MEDICAL COMMUNITIES | $500,000 | |
| CENTER ON BUDGET AND POLICY PRIORITIES | ||||||||
| 820 FIRST STREET NE SUITE 510 | WASHINGTON | DC | 20002 | NONE | PC | ADVANCING EFFECTIVE STRATEGIES TO ADDRESS POVERTY IN AMERICA | $1,221,000 | |
| CHILD TRENDS INCORPORATED | ||||||||
| 7315 WISCONSIN AVENUE SUITE 1200W | BETHESDA | MD | 20814 | NONE | PC | REDUCING TEEN CHILDBEARING AMONG LATINOS: DEVELOPING AN INTERVENTION TO REDUCE POVERTY | $530,000 | |
| CHILDREN'S CANCER & BLOOD FOUNDATION INC | ||||||||
| 333 EAST 38TH STREET SUITE 830 | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHILDREN'S SERVICES COUNCIL OF PALM BEACH COUNTY | ||||||||
| 2300 HIGH RIDGE ROAD | BOYNTON BEACH | FL | 33426 | NONE | GOV | CHILD FIRST RCT EVALUATION | $250,000 | |
| CITY OF LONG BEACH | ||||||||
| 1 WEST CHESTER STREET | LONG BEACH | NY | 11561 | NONE | GOV | CITY OF LONG BEACH SANDY STORM RECOVERY | $200,000 | |
| CITY PARKS FOUNDATION | ||||||||
| 830 FIFTH AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT FOR THE FORT TYRON PARK TRUST | $10,000 | |
| COALITION TO END CHILDHOOD LEAD POISONINGDBAGREEN&HEALTHY HOMES INITIATIVE | ||||||||
| 2714 HUDSON STREET | BALTIMORE | MD | 21224 | NONE | PC | GREEN & HEALTHY HOMES INITIATIVE NATIONAL SCALING | $1,000,000 | |
| COALITION TO END CHILDHOOD LEAD POISONINGDBAGREEN&HEALTHY HOMES INITIATIVE | ||||||||
| 2714 HUDSON STREET | BALTIMORE | MD | 21224 | NONE | PC | GREEN & HEALTHY HOMES INITIATIVE BOARD DEVELOPMENT | $50,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | THE FRUNZI/WACHTEL FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | THE PICOWER FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | THE RDG FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | FREILICH FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | AMY AND MARTIN POST FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | JOHN K. CASTLE FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | NONE | PC | JOHN K. CASTLE FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PC | ENHANCING 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 | $630,000 | |
| DALLAS JEWISH COMMUNITY FOUNDATION | ||||||||
| 12700 HILLCREST ROAD SUITE 201 | DALLAS | TX | 75230 | NONE | PC | LINDSAY & JOSHUA HOCHSCHULER CHARITABLE FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| DANA-FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVE CLS11146 | BOSTON | MA | 02215 | NONE | PC | BRUCE SPIEGELMAN'S RESEARCH TITLED, CONTROL OF DIABETES THROUGH THE PATHWAYS OF BROWN AND BEIGE FAT | $625,000 | |
| DEFINE AMERICAN | ||||||||
| 902 EASTERN PKWY | LOUISVILLE | KY | 40217 | NONE | PC | GENERAL OPERATING SUPPORT | $700,000 | |
| EARTH DAY NETWORK INC | ||||||||
| 1616 P ST NW 340 | WASHINGTON | DC | 20036 | NONE | PC | BRING LARGE NUMBERS OF YOUTH AND THEIR PARENTS INTO THE "FIGHT" AGAINST CLIMATE CHANGE BY MOVING THEM TO MAKE BEHAVIORAL CHANGES THAT MITIGATE CLIMATE CHANGE IMPACTS DURING THE ANGRY BIRDS CLIMATE CHANGE GAME. | $25,000 | |
| ELEVATE ENERGY | ||||||||
| 322 S GREEN STREET SUITE 300 | CHICAGO | IL | 60607 | NONE | PC | A NATIONWIDE APPROACH TO SCALING UP ENERGY EFFICIENCY IN AFFORDABLE HOUSING | $3,016,000 | |
| ENERGY FOUNDATION | ||||||||
| 301 BATTERY STREET FIFTH FL | SAN FRANCISCO | CA | 94111 | NONE | PC | SCALING EFFICIENCY IN AFFORDABLE, MULTIFAMILY HOUSING | $4,000,000 | |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||
| 11000 BROKEN LAND PARKWAY | COLUMBIA | MD | 21044 | NONE | PC | EVALUATING THE HEALTH BENEFITS OF GREEN AFFORDABLE HOUSING | $47,116 | |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||
| 11000 BROKEN LAND PARKWAY | COLUMBIA | MD | 21044 | NONE | PC | EVALUATING THE HEALTH BENEFITS OF GREEN AFFORDABLE HOUSING | $813,009 | |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||||
| 1112 16TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | BOOSTING RESIDENTIAL ENERGY EFFICIENCY WITH ON-BILL FINANCING | $316,059 | |
| ENVIRONMENTAL COALITION OF THE PELHAMS INC | ||||||||
| 427 FOWLER AVENUE | PELHAM | NY | 10803 | NONE | PC | FUNDING TO FINANCE THE PURCHASE OF UP TO 10 NEW MUNICIPAL RECYCLING CONTAINERS. | $10,000 | |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U ST NW SUITE 100 | WASHINGTON | DC | 20009 | NONE | PC | EWG'S ENVIRONMENTAL HEALTH RESEARCH PROGRAM | $500,000 | |
| FAMILY HEALTH INTERNATIONAL | ||||||||
| 1825 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | NCCOR MEASURES REGISTRY - GUIDE DEVELOPMENT | $161,107 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | JAMES S. CHANOS GIVING ACCOUNT #1047298 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | KAREN BECHTEL FOUNDATION GIVING ACCOUNT #1031287 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | SCHAFFNER FAMILY FOUNDATION GIVING ACCOUNT #166677 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | KAREN BECHTEL FOUNDATION GIVING ACCOUNT #1031287 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | SCHAFFNER FAMILY FOUNDATION GIVING ACCOUNT #166677 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | JAMES S. CHANOS GIVING ACCOUNT #1047298 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| FOOD RESEARCH AND ACTION CENTER | ||||||||
| 1200 18TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | LEVERAGING THE FEDERAL NUTRITION PROGRAMS TO REDUCE OBESITY, HUNGER, AND POVERTY AMONG FAMILIES WITH CHILDREN | $650,000 | |
| FOUNDATION CENTER | ||||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | PC | $25,000 TOWARDS CAPACITY BUILDING AND $25,000 TOWARDS ANNUAL PROGRAM SUPPORT | $50,000 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FUND FOR PHILADELPHIA DBA THE MAYOR'S FUND FOR PHILADELPHIA INC | ||||||||
| OFICE OF THE MAYOR CITY HALL ROOM | PHILADELPHIA | PA | 19107 | NONE | PC | DEVELOPING A REPLICABLE AND SOCIALLY EQUITABLE BIKE SHARING MODEL | $2,043,619 | 215 |
| FUND FOR PUBLIC HEALTH IN NEW YORK INC | ||||||||
| 22 CORTLANDT STREET 11TH FLOOR | NEW YORK | NY | 10007 | NONE | PC | SCHOOL-BASED HEALTH CENTER REPRODUCTIVE HEALTH PROJECT | $1,361,030 | |
| FUND FOR PUBLIC SCHOOLS INC | ||||||||
| 52 CHAMBERS STREET ROOM 305 | NEW YORK | NY | 10007 | NONE | PC | FRANCIS LEWIS HIGH SCHOOL TO HELP THE JROTC PROGRAM | $10,000 | |
| FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES INC | ||||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PC | GREEN! WORKING GROUP AND LOCAL SUSTAINABILITY MATCHING FUND (LSMF) | $350,000 | |
| GLOBAL PHILANTHROPY PARTNERSHIP | ||||||||
| 2440 N LAKEVIEW AVE 15A | CHICAGO | IL | 60614 | NONE | PC | URBAN SUSTAINABILITY DIRECTORS NETWORK GOS & INNOVATION FUND | $350,000 | |
| GRID ALTERNATIVES | ||||||||
| 1171 OCEAN AVENUE SUITE 200 | OAKLAND | CA | 94608 | NONE | PC | NATIONAL MULTIFAMILY SOLAR AFFORDABLE HOUSING PROGRAM | $1,000,000 | |
| GROUNDSWELL INC | ||||||||
| 1156 15TH STREET NW 840 | WASHINGTON | DC | 20005 | NONE | PC | GROUNDSWELL ENERGY SCALE UP | $600,000 | |
| GROUNDWORK USA INC | ||||||||
| 22 MAIN STREET | YONKERS | NY | 10701 | NONE | PC | BUILDING NETWORK CAPACITY TO CREATE HEALTHY AND RESILIENT COMMUNITIES | $150,000 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | C CHANGE: CONTRACEPTIVE USE IN THE HEALTH CARE REFORM ERA | $600,000 | |
| HARLEM CHILDREN'S ZONE INC | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | BRIDGE TO A SELF-SUSTAINING COMMUNITY CAMPAIGN | $5,000,000 | |
| HARLEM CHILDREN'S ZONE INC | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | GEOFFREY CANADA SCHOLARSHIP FUND | $200,000 | |
| HARLEM CHILDREN'S ZONE INC | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | HEALTHY HARLEM | $7,500,000 | |
| HEALTH CARE WITHOUT HARM | ||||||||
| 12355 SUNRISE DRIVE SUITE 680 | RESTON | VA | 20191 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| HEALTH LEADS INC | ||||||||
| 2 OLIVER STREET 10TH FLOOR | BOSTON | MA | 02109 | NONE | PC | CATALYZING SYSTEMS CHANGE THROUGH DESK STAFFING ENHANCEMENT AND SECTOR LEADERSHIP INITIATIVES | $747,470 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | NONE | PC | THE REFUGEE REPRESENTATION PROJECT | $750,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| 1 GUSTAVE L LEVY PLACE BOX 1065 | NEW YORK | NY | 10029 | NONE | PC | ALISON GOATE'S RESEARCH TITLED, IDENTIFICATION OF NOVEL ALZHEIMER'S DISEASE GENES USING NEXT GENERATION SEQUENCING | $750,000 | |
| IMMIGRANT JUSTICE CORPS INC | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | IMMIGRANT JUSTICE CORPS MATCHING GRANT | $1,000,000 | |
| IMMIGRANT JUSTICE CORPS INC | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1663 MISSION STREET SUITE 602 | SAN FRANCISCO | CA | 94103 | NONE | PC | NEW AMERICANS CAMPAIGN (NAC) | $1,000,000 | |
| IN OUR BACKYARDS INC | ||||||||
| 540 PRESIDENT STREET 3RD FLOOR | BROOKLYN | NY | 11215 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| INNOVATION NETWORK INC | ||||||||
| 1625 K ST NW SUITE 1050 | WASHINGTON | DC | 20006 | NONE | PC | EVALUATION OF THE CENTER FOR COMMUNITY CHANGE - JPB PROVISION OF GENERAL OPERATING SUPPORT | $455,021 | |
| INSTITUTE FOR POLICY STUDIES | ||||||||
| 1112 16TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | ECONOMIC HARDSHIP REPORTING PROJECT | $250,000 | |
| INTERNATIONAL LIVING FUTURE INSTITUTE | ||||||||
| 721 NW NINTH AVENUE SUITE 195 | PORTLAND | OR | 97209 | NONE | PC | LIVING PRODUCT CHALLENGE | $1,000,000 | |
| ISLAND PRESS - CENTER FOR RESOURCE ECONOMICS | ||||||||
| 2000 M STREET NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | BUILDING HEALTHY, RESILIENT CITIES | $500,000 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | ROGER W. AND CAROL B. EINIGER PHILANTHROPIC FUND ACCOUNT #597 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | ROGER W. AND CAROL B. EINIGER PHILANTHROPIC FUND ACCOUNT #597 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| JEWISH COMMUNAL FUND | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PC | JOHN M. SHAPIRO AND SHONNI J. SILVERBERG PHILANTHROPIC FUND(2087) | $50,000 | |
| JOAN & SANFORD I WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 525 EAST 68TH STREET BOX 99 | NEW YORK | NY | 10065 | NONE | PC | MICHAEL KAPLITT'S RESEARCH TITLED, GENE THERAPY FOR MOTOR AND NON-MOTOR SYMPTOMS OF PARKINSON'S DISEASE | $875,000 | |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 733 N BROADWAY SUITE 731 | BALTIMORE | MD | 21205 | NONE | PC | TED DAWSON'S RESEARCH TITLED, PROBING MOLECULAR PATHWAYS OF FAMILIAL PARKINSON'S DISEASE | $875,000 | |
| JUSTLEADERSHIP USA INC GLENN E MARTIN | ||||||||
| 555 LENOX AVENUE 4C | NEW YORK | NY | 10037 | NONE | PC | LEADING WITH CONVICTION | $10,000 | |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW | ||||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | PC | VOTING RIGHTS PROJECT | $1,500,000 | |
| LEGAL OUTREACH INC | ||||||||
| 36-14 35TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LIVING CITIES INC THE NATL COMMUNITY DEVELPMT INITIATIVE DBA LIVING CITIES | ||||||||
| 1040 AVENUE OF THE AMERICAS FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | 17 |
| MANHATTAN THEATRE CLUB INC | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | MTC'S EDUCATION PROGRAM | $50,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 114 16TH STREET | CHARLESTOWN | MA | 02129 | NONE | PC | RUDOLPH TANZI 'S RESEARCH TITLED, WHOLE GENOME APPROACH TO IDENTIFYING AND CHARACTERIZING FUNCTIONAL VARIANTS IN ALZHEIMER'S DISEASE | $750,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 114 16TH STREET | CHARLESTOWN | MA | 02129 | NONE | PC | BRADLEY HYMAN'S RESEARCH TITLED, UNDERSTANDING PROGRESSION OF NEURAL SYSTEM FAILURE IN ALZHEIMER'S DISEASE | $750,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 021394307 | NONE | PC | PICOWER INSTITUTE INNOVATION FUND | $3,300,000 | 3-208 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 021394307 | NONE | PC | JUNIOR FACULTY DEVELOPMENT PROGRAM | $2,900,000 | 3-208 |
| MDRC | ||||||||
| 16 EAST 34TH STREET 19TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | THE CAMPAIGN TO TRANSFORM MDRC | $1,000,000 | |
| MDRC | ||||||||
| 16 EAST 34TH STREET 19TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | IMPROVING CONTRACEPTIVE OPTIONS NOW (ICON) | $500,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | YUEMING LI 'S RESEARCH TITLED, FROM MECHANISM TO DRUG DEVELOPMENT OF ALZHEIMER'S DISEASE TARGETS | $750,000 | |
| MERIDIAN INSTITUTE | ||||||||
| PO BOX 1829 | DILLON | CO | 80435 | NONE | PC | RESILIENT POWER: BUILDING A STRONGER CLEAN ENERGY FUTURE | $600,000 | |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT INC DBA MACED | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | NONE | PC | ADVANCING A JUST APPALACHIAN TRANSITION | $940,000 | |
| MOVEMENT STRATEGY CENTER | ||||||||
| 436 14TH STREET | OAKLAND | CA | 94612 | NONE | PC | OUR POWER CAMPAIGN CLEAN POWER PROJECT | $500,000 | |
| NATIONAL ACADEMY OF SCIENCES HEALTH AND MEDICINE DIVISION | ||||||||
| KECK CENTER 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | ROUNDTABLE ON OBESITY SOLUTIONS | $150,000 | |
| NATIONAL COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOCIATIONS OF THE USA | ||||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | NATIONAL SCALING AND DISSEMINATION OF THE YMCA'S DIABETES PREVENTION PROGRAM | $3,795,837 | |
| NATIONAL COUNCIL OF YOUNG MEN'S CHRISTIAN ASSOCIATIONS OF THE USA | ||||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | IMAGINE SCIENCE PARTNERSHIP | $175,000 | |
| NATIONAL DANCE INSTITUTE | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | NONE | PC | IN SCHOOL PROGRAM: CHILDREN, COMMUNITIES, AND EXCELLENCE | $50,000 | |
| NATIONAL EMPLOYMENT LAW PROJECT | ||||||||
| 75 MAIDEN LANE SUITE 601 | NEW YORK | NY | 10038 | NONE | PC | BUILDING LIVING WAGE JOBS FOR LOW-WAGE WORKERS AND THEIR COMMUNITIES | $400,000 | |
| NATIONAL HOUSING TRUST | ||||||||
| 1101 30TH STREET NW SUITE 100A | WASHINGTON | DC | 20007 | NONE | PC | ENERGY EFFICIENCY FOR ALL | $1,000,000 | |
| NATIONAL IMMIGRATION LAW CENTER | ||||||||
| 3435 WILSHIRE BOULEVARD SUITE 1600 | LOS ANGELES | CA | 90010 | NONE | PC | DEFENDING AND ADVANCING ECONOMIC OPPORTUNITY AND JUSTICE FOR LOW-INCOME IMMIGRANT FAMILIES | $350,000 | |
| NATIONAL LEAGUE OF CITIES INSTITUTE INC | ||||||||
| 1301 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | NONE | SO I | CITIES PROMOTING ACCESS TO NATURE | $681,675 | 550 |
| NATIONAL PEOPLE'S ACTION | ||||||||
| 810 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | PC | PUTTING PEOPLE AND PLANET FIRST IN THE PUBLIC DEBATE AROUND THE CLEAN POWER PLAN | $600,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 190463531 | NONE | PC | WIEN FAMILY FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 190463531 | NONE | PC | WIEN FAMILY FUND - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| NATIONAL PHILANTHROPIC TRUSTNEW PARTNERSHIP FOR YOUTH | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 19046 | NONE | PC | NEW PARTNERSHIP FOR YOUTH | $123,000 | |
| NATIONAL PHILANTHROPIC TRUSTNEW PARTNERSHIP FOR YOUTH | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 19046 | NONE | PC | NEW PARTNERSHIP FOR YOUTH | $1,000,000 | |
| NATIONAL RECREATION AND PARK ASSOCIATION | ||||||||
| 22377 BELMONT RIDGE ROAD | ASHBURN | VA | 20148 | NONE | PC | GREAT URBAN PARKS CAMPAIGN | $2,146,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | ENERGY EFFICIENCY FOR ALL | $3,000,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | CULTIVATING WHOLE CITIES | $2,134,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | DEFINE AMERICAN | $144,867 | |
| NEO PHILANTHROPY INC | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOUR FREEDOMS FUND | $2,000,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | STATE INFRASTRUCTURE FUND | $750,000 | |
| NEW ALTERNATIVES FOR LGBT HOMELESS YOUTH INC | ||||||||
| 83 CHRISTOPHER STREET | NEW YORK | NY | 10014 | NONE | PC | WALK-IN CASE MANAGEMENT CLINIC | $10,000 | |
| NEW YORK HALL OF SCIENCE | ||||||||
| 47-01 111TH STREET | CORONA | NY | 11368 | NONE | PC | CONNECTED WORLDS | $500,000 | |
| NEW YORK HALL OF SCIENCE | ||||||||
| 47-01 111TH STREET | CORONA | NY | 11368 | NONE | PC | TO COMPLETE THE DEVELOPMENT OF CONNECTED WORLDS | $125,000 | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 716 COLUMBUS AVENUE SUITE 402 | ROXBURY CROSSING | MA | 02121 | NONE | PC | SUPPORT FOR THE PHYSICS AND MATH DEPARTMENT | $10,000 | |
| NORTHWESTERN UNIVERSITY DEPT OF PHYSIOLOGY FEINBERG SCHOOL OF MEDICINE | ||||||||
| 303 E SUPERIOR STREET | CHICAGO | IL | 60611 | NONE | PC | DALTON SURMEIER'S RESEARCH TITLED, MOLECULAR AND CELLULAR MECHANISMS OF PARKINSON'S DISEASE | $1,167,000 | |
| PARTNERSHIP FOR A HEALTHIER AMERICA INC | ||||||||
| 2001 PENNSYLVANIA AVE NW 9TH FLOOR | WASHINGTON | DC | 20006 | NONE | PC | MAKING THE HEALTHY CHOICE THE EASY CHOICE | $500,000 | |
| PHILANTHROPY NEW YORK INC | ||||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | FUND FOR 2025 CAMPAIGN | $40,000 | |
| PHILANTHROPY NEW YORK INC | ||||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $27,250 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | PLANNED PARENTHOOD INNOVATION LAB | $5,000,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | PUBLIC POLICY LITIGATION AND LAW PROGRAM | $1,500,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | THE JPB FOUNDATION/PREP FOR PREP SCHOLARS AND PROFESSIONAL ADVANCEMENT | $200,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | JACK SHONKOFF'S RESEARCH TITLED, THE JPB RESEARCH NETWORK ON TOXIC STRESS | $2,500,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | THE ENVIRONMENTAL HEALTH FELLOWS PROGRAM FOR URBAN HEALTH | $1,627,050 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | CHOICES PHASES 2: INCREASING COST EFFECTIVE DECISION MAKING TO PREVENT CHILDHOOD OBESITY | $1,358,178 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | DOUGLAS MELTON'S RESEARCH TITLED, EVALUATING STEM CELL-DERIVED BETA CELLS AS FUNCTIONAL REPLACEMENTS FOR HUMAN ISLET TRANSPLANTATION USING PRECLINICAL ANIMAL MODELS | $625,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | DIANE MATHIS' RESEARCH TITLED, INFLAMMATORY ASPECTS OF DIABETES | $625,000 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL OPERATING SUPPORT FOR STAR SERIES | $50,000 | |
| REGIONAL PLAN ASSOCIATION INC | ||||||||
| 4 IRVING PLACE 7TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | A REGION STILL AT RISK: A PROPOSAL FOR A FOURTH REGIONAL PLAN | $500,000 | |
| RESEARCH FOUNDATION OF CUNY HUNTER COLLEGE C & T | ||||||||
| 695 PARK AVENUE RM 1023W | NEW YORK | NY | 10065 | NONE | PC | GOS, ESL PROGRAM AND HEALTHY MEALS/SNACKS | $10,000 | |
| ROCKEFELLER FAMILY FUND INC | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | PC | JUST TRANSITION FUND | $100,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | FUND FOR SHARED INSIGHT | $1,000,000 | |
| ROUNDABOUT THEATRE COMPANY INC | ||||||||
| 231 WEST 39TH STREET SUITE 1200 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION@ROUNDABOUT GENERAL SUPPORT | $50,000 | |
| SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW | ||||||||
| 50 EAST WASHINGTON STREET SUITE 500 | CHICAGO | IL | 60602 | NONE | PC | ACTION TO END POVERTY PROJECT | $400,000 | |
| SOUTHEAST ENERGY EFFICIENCY ALLIANCE INC | ||||||||
| 50 HURT PLAZA SE SUITE 1250 | ATLANTA | GA | 30303 | NONE | PC | ENERGY EQUITY AS A PATHWAY IN THE CLEAN POWER PLAN | $650,000 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | ECONOMIC JUSTICE AND CIVIC ENGAGEMENT | $750,000 | |
| SOUTHFACE ENERGY INSTITUTE INC | ||||||||
| 241 PINE STREET NE | ATLANTA | GA | 30308 | NONE | PC | NONPROFIT ENERGY AND WATER EFFICIENCY INITIATIVE (NEWE) | $930,000 | |
| SPHINX ORGANIZATION INC | ||||||||
| 400 RENAISSANCE CENTER SUITE 2550 | DETROIT | MI | 48243 | NONE | PC | GENERAL OPERATING SUPPORT. | $10,000 | |
| STRATEGIES FOR THE GLOBAL ENVIRON INC DBA CTR FOR CLIMATE & ENERGY SOLUTION | ||||||||
| 2101 WILSON BLVD SUITE 550 | ARLINGTON | VA | 22201 | NONE | PC | THE SOLUTIONS FORUM | $425,000 | |
| THE ACADEMY OF AMERICAN POETS INC | ||||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | TEACH THIS POEM | $50,000 | |
| THE AMERICAN PROSPECT INC | ||||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| THE AMERICAN VISIONARY ART MUSEUM INC | ||||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 212303940 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIV DBA STANFORD UNIV | ||||||||
| SCHOOL OF MEDICINE FAIRCHILD BLDG | STANFORD | CA | 943055125 | NONE | PC | BEN A. BARRES'S RESEARCH TITLED, UNDERSTANDING THE ROLE OF GLIA IN ALZHEIMER'S DISEASE | $750,000 | ROOM D 235 |
| THE BRIDGESPAN GROUP | ||||||||
| 2 COPLEY PLACE 7TH FLOOR SUITE | BOSTON | MA | 02116 | NONE | PC | BRIDGESPAN INSTITUTE | $1,669,000 | 3700B |
| THE CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | U.S. PROGRAM | $1,000,000 | |
| THE CHILDREN'S AID SOCIETY | ||||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | NONE | PC | IN-SCHOOL AND COLLEGE PATHWAYS PROGRAM SUPPORT | $1,000,000 | |
| THE NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY | ||||||||
| 1776 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | BUILDING SUPPORT FOR BIRTH CONTROL IN AMERICA | $613,530 | 200 |
| THE NEW SCHOOL | ||||||||
| 79 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | HEALTHY AFFORDABLE MATERIALS PROJECT | $2,227,000 | |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS | ||||||||
| FIFTH AVENUE AND 42ND STREET | NEW YORK | NY | 10018 | NONE | PC | ENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL) PROGRAM | $750,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 2150 SHATTUCK AVENUE SUITE 300 | BERKELEY | CA | 947045940 | NONE | PC | THE AMERICAN JOBS PROJECT | $500,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 3333 CALIFORNIA STREET SUITE 335 | SAN FRANCISCO | CA | 94143 | NONE | PC | BEYOND THE PILL: BRINGING THE BEST SCIENCE TO CONTRACEPTIVE CARE | $650,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 3333 CALIFORNIA STREET SUITE 335 | SAN FRANCISCO | CA | 94143 | NONE | PC | A RECIPE FOR PREVENTION | $500,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656307 | NONE | PC | JEFFREY M. FRIEDMAN'S RESEARCH TITLED, TRANSLATIONAL STUDIES OF THE NEURAL CIRCUIT REGULATING BODY WEIGHT | $834,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656307 | NONE | PC | SUBHASH C. SINHA'S RESEARCH TITLED, DISCOVERY AND DEVELOPMENT OF HIT AND LEAD COMPOUNDS OF ALZHEIMER DISEASE TARGETS | $750,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656307 | NONE | PC | PAUL GREENGARD'S RESEARCH TITLED, MOLECULAR MECHANISMS UNDERLYING DOPAMINERGIC NEURON DEGENERATION IN PARKINSON'S DISEASE | $1,167,000 | |
| THE ROCKVILLE INSTITUTE A RESEARCH INST FOR THE ADVANCE OF SOCIAL SCIENCE | ||||||||
| 1600 RESEARCH BOULEVARD | ROCKVILLE | MD | 208503129 | NONE | PC | HEALTHY SCHOOLS RANDOMIZED CONTROLLED TRIAL | $242,661 | |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 920371002 | NONE | PC | FRED GAGE'S RESEARCH TITLED, MODELING PARKINSON'S DISEASE | $875,000 | |
| THE SCRIPPS RESEARCH INSTITUTE | ||||||||
| 10550 N TORREY PINES ROAD | LA JOLLA | CA | 92307 | NONE | PC | RICHARD LERNER'S RESEARCH TITLED, SELECTION OF AGONIST ANTIBODY THAT REGULATES CELLFATES | $625,000 | |
| THE SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | SIERRA CLUB'S CLEAN POWER PLAN | $956,000 | |
| THE SURFRIDER FOUNDATION | ||||||||
| P O BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | PC | TO SUPPORT THE NYC CHAPTER OF SURFRIDER TO CONNECT YOUTH TO THE WATER THROUGH ACTIVITIES SUCH AS YOUTH BELLY BOARD BUILDING AND OCEAN EDUCATION WORKSHOP. | $10,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 666 BROADWAY NINTH FLOOR | NEW YORK | NY | 10012 | NONE | PC | PARKS FOR PEOPLE: IMPLEMENTING THE 10-MINUTE WALK | $2,994,000 | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET ROOM 254 MAIL | NEW YORK | NY | 100277922 | NONE | PC | IMPROVING OUR UNDERSTANDING OF ANTI-POVERTY POLICIES | $136,000 | CODE 8725 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET ROOM 254 MAIL | NEW YORK | NY | 100277922 | NONE | PC | DAVID SULZER'S RESEARCH TITLED, CELLULAR AND PHYSIOLOGICAL MECHANISM OF PARKINSON'S DISEASE PATHOGENESIS | $875,000 | CODE 8725 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET ROOM 254 MAIL | NEW YORK | NY | 100277922 | NONE | PC | DOMENICO ACCILI'S RESEARCH TITLED, CAUSES AND TREATMENT OF B CELL DEDIFFERENTIATION IN DIABETES | $625,000 | CODE 8725 |
| THE VIVIAN BEAUMONT THEATER INC DBA LINCOLN CENTER THEATER | ||||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | TO SUPPORT LINCOLN CENTER THEATER'S OPEN STAGES EDUCATION PROGRAM | $50,000 | |
| THE WOMEN'S COLLECTIVE | ||||||||
| 1331 RHODE ISLAND AVENUE NE | WASHINGTON | DC | 20018 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| TIDES CENTERTHE OPPORTUNITY AGENDA | ||||||||
| 568 BROADWAY SUITE 701 | NEW YORK | NY | 10012 | NONE | PC | WINNING HEARTS AND MINDS: LEVERAGING THE OPPORTUNITY AGENDA'S POVERTY RESEARCH FOR ACTION | $200,000 | |
| TRUST FOR CONSERVATION INNOVATIONGLOBAL COOL CITIES ALLIANCE | ||||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | NONE | PC | RESILIENT ROOFS: ENABLING HEALTHIER AND MORE COST-EFFICIENT AFFORDABLE HOUSING PHASE 2 | $200,000 | |
| TRUSTEES OF THE UNIV OF PENNSYLVANIA 12-102 TRANSLATIONAL RESEARCH CENTER | ||||||||
| 3400 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 191046149 | NONE | PC | MITCHELL LAZAR'S RESEARCH TITLED, THE EPIGENOMICS OF DIABETES | $625,000 | |
| TRUSTEES OF TUFTS COLLEGE OFFICE OF RESEARCH ADMINISTRATION | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NONE | PC | CHILDOBESITY180 | $1,000,000 | |
| TRUSTEES OF TUFTS COLLEGE OFFICE OF RESEARCH ADMINISTRATION | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NONE | PC | CHILD OBESITY180 - EATING WELL MATTERS @ RESTAURANTS (EWM@R) | $800,000 | |
| TUESDAY'S CHILDREN | ||||||||
| 10 ROCKEFELLER PLAZA SUITE 1007 | NEW YORK | NY | 10020 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TUESDAY'S CHILDREN | ||||||||
| 10 ROCKEFELLER PLAZA SUITE 1007 | NEW YORK | NY | 10020 | NONE | PC | PROJECT HEART TO HEART | $10,000 | |
| TUESDAY'S CHILDREN | ||||||||
| 10 ROCKEFELLER PLAZA SUITE 1007 | NEW YORK | NY | 10020 | NONE | PC | PROJECT HEART TO HEART | $10,000 | |
| TUFTS MEDICAL CENTER | ||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | PC | SWYC PROJECT | $41,000 | |
| URBAN INITIATIVES INC | ||||||||
| 650 WEST LAKE STREET SUITE 340 | CHICAGO | IL | 60661 | NONE | PC | TO SUPPORT URBAN INITIATIVES' RECENTLY LAUNCHED STRATEGIC PLAN THAT WILL GUIDE THE NEXT PHASE OF THEIR DEVELOPMENT THROUGH 2018 | $10,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 55766 | BOSTON | MA | 022055766 | NONE | PC | THE GEOFFREY AND YVONNE CANADA FUND - A/C A1052216 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 55766 | BOSTON | MA | 022055766 | NONE | PC | THE GERALD C. MCNAMARA AND RENEE K. PETROFES CHARITABLE FUND - A/C A1049031 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $150,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 55766 | BOSTON | MA | 022055766 | NONE | PC | THE GERALD C. MCNAMARA AND RENEE K. PETROFES CHARITABLE FUND - A/C A1049031 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 55766 | BOSTON | MA | 022055766 | NONE | PC | THE GERALD C. MCNAMARA AND RENEE K. PETROFES CHARITABLE FUND - A/C A1049031 - MEDICAL, ENVIRONMENT, POVERTY, EDUCATION | $50,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 8134 425 S EUCLID AVENUE | ST LOUIS | MO | 63110 | NONE | PC | DAVID 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 AVENUE | NEW YORK | NY | 10031 | NONE | PC | ENVIRONMENTAL JUSTICE CLEAN POWER PLAN CAMPAIGN | $250,000 | |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | ||||||||
| 9 CAMBRIDGE CENTER | CAMBRIDGE | MA | 021421479 | NONE | PC | SUSAN LINDQUIST'S RESEARCH TITLED, A YEAST TO HUMAN NEURON DISCOVERY PLATFORM FOR PARKINSON'S DISEASE | $875,000 | |
| WILLIAM J BRENNAN CENTER FOR JUSTICE INC | ||||||||
| 161 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | FLOOR |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | THE PUBLIC POLICY PRODUCTIONS DOCUMENTARY PROJECT, DREAM ON | $945,000 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | CYBERCHASE: HEALTHY KIDS, HEALTHY PLANET | $694,031 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | POVERTY: THE FIFTY YEAR WAR | $626,737 | |
| YMCA CAMP RALPH S MASON | ||||||||
| 23 BIRCH RIDGE ROAD | HARDWICK | NJ | 07825 | NONE | PC | PRIDE THROUGH EDUCATIONAL PURSUITS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,203,479 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | IMMIGRANT'S RIGHTS PROJECT | $2,000,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE CLS 747 | BOSTON | MA | 022155491 | NONE | PC | BARBARA KAHN'S RESEARCH TITLED, CHARACTERIZATION OF A NOVEL CLASS OF LIPIDS WITH ANTI-DIABETIC AND ANTI-INFLAMMATORY EFFECTS | $1,500,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | CHILDREN'S HEALTH WATCH: TIMELY FRONTLINE DATA TO INFORM A BETTER FUTURE FOR CHILDREN | $300,000 | |
| CENTER FOR AMERICAN PROGRESS | ||||||||
| 1333 H STREET NW FLOOR 10 | WASHINGTON | DC | 20005 | NONE | PC | CREATING GREATER ECONOMIC OPPORTUNITY TO MOVE FAMILY OUT OF POVERTY | $700,000 | |
| CENTER FOR LAW AND SOCIAL POLICY | ||||||||
| 1200 18TH STREET NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | PC | SPOTLIGHT ON POVERTY AND OPPORTUNITY: THE SOURCE OF NEWS, IDEAS AND ACTIONS | $300,000 | |
| CENTER FOR POPULAR DEMOCRACY INC | ||||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | NONE | PC | WORKPLACE JUSTICE INITIATIVE | $800,000 | |
| CENTER FOR THE STUDY OF SOCIAL POLICY | ||||||||
| 1575 EYE STREET NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | PREVENTING AND MITIGATING THE EFFECTS OF TOXIC STRESS ON YOUNG CHILDREN AND THEIR FAMILIES | $4,763,000 | |
| CHILD TRENDS INCORPORATED | ||||||||
| 7315 WISCONSIN AVENUE SUITE 1200W | BETHESDA | MD | 20814 | NONE | PC | REDUCING TEEN CHILDBEARING AMONG LATINOS: DEVELOPING AN INTERVENTION TO REDUCE POVERTY | $970,000 | |
| CHILDREN'S SERVICES COUNCIL OF PALM BEACH COUNTY | ||||||||
| 2300 HIGH RIDGE ROAD | BOYNTON BEACH | FL | 33426 | NONE | GOV | CHILD FIRST RCT EVALUATION | $500,000 | |
| CITY OF LONG BEACH | ||||||||
| 1 WEST CHESTER STREET | LONG BEACH | NY | 11561 | NONE | GOV | CITY OF LONG BEACH SANDY STORM RECOVERY | $200,000 | |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | PC | ENHANCING 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 | $1,230,000 | |
| DANA-FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVE CLS11146 | BOSTON | MA | 02215 | NONE | PC | BRUCE SPIEGELMAN'S RESEARCH TITLED, CONTROL OF DIABETES THROUGH THE PATHWAYS OF BROWN AND BEIGE FAT | $1,500,000 | |
| DEFINE AMERICAN | ||||||||
| 902 EASTERN PKWY | LOUISVILLE | KY | 40217 | NONE | PC | GENERAL OPERATING SUPPORT | $1,400,000 | |
| ELEVATE ENERGY | ||||||||
| 322 S GREEN STREET SUITE 300 | CHICAGO | IL | 60607 | NONE | PC | A NATIONWIDE APPROACH TO SCALING UP ENERGY EFFICIENCY IN AFFORDABLE HOUSING | $2,984,000 | |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U ST NW SUITE 100 | WASHINGTON | DC | 20009 | NONE | PC | EWG'S ENVIRONMENTAL HEALTH RESEARCH PROGRAM | $1,000,000 | |
| FAMILY HEALTH INTERNATIONAL | ||||||||
| 1825 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | NCCOR MEASURES REGISTRY - GUIDE DEVELOPMENT | $163,893 | |
| FOOD RESEARCH AND ACTION CENTER | ||||||||
| 1200 18TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | LEVERAGING THE FEDERAL NUTRITION PROGRAMS TO REDUCE OBESITY, HUNGER, AND POVERTY AMONG FAMILIES WITH CHILDREN | $1,350,000 | |
| FUND FOR PUBLIC HEALTH IN NEW YORK INC | ||||||||
| 22 CORTLANDT STREET 11TH FLOOR | NEW YORK | NY | 10007 | NONE | PC | SCHOOL-BASED HEALTH CENTER REPRODUCTIVE HEALTH PROJECT | $2,888,970 | |
| GRID ALTERNATIVES | ||||||||
| 1171 OCEAN AVENUE SUITE 200 | OAKLAND | CA | 94608 | NONE | PC | NATIONAL MULTIFAMILY SOLAR AFFORDABLE HOUSING PROGRAM | $1,000,000 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | C CHANGE: CONTRACEPTIVE USE IN THE HEALTH CARE REFORM ERA | $150,000 | |
| HARLEM CHILDREN'S ZONE INC | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | BRIDGE TO A SELF-SUSTAINING COMMUNITY CAMPAIGN | $5,000,000 | |
| HARLEM CHILDREN'S ZONE INC | ||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | NONE | PC | HEALTHY HARLEM | $15,000,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | NONE | PC | THE REFUGEE REPRESENTATION PROJECT | $2,000,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1663 MISSION STREET SUITE 602 | SAN FRANCISCO | CA | 94103 | NONE | PC | NEW AMERICANS CAMPAIGN (NAC) | $1,000,000 | |
| IN OUR BACKYARDS INC | ||||||||
| 540 PRESIDENT STREET 3RD FLOOR | BROOKLYN | NY | 11215 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| INSTITUTE FOR POLICY STUDIES | ||||||||
| 1112 16TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | ECONOMIC HARDSHIP REPORTING PROJECT | $250,000 | |
| JOAN & SANFORD I WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 525 EAST 68TH STREET BOX 99 | NEW YORK | NY | 10065 | NONE | PC | MICHAEL KAPLITT'S RESEARCH TITLED, GENE THERAPY FOR MOTOR AND NON-MOTOR SYMPTOMS OF PARKINSON'S DISEASE | $1,500,000 | |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 733 N BROADWAY SUITE 731 | BALTIMORE | MD | 21205 | NONE | PC | TED DAWSON'S RESEARCH TITLED, PROBING MOLECULAR PATHWAYS OF FAMILIAL PARKINSON'S DISEASE | $1,500,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 021394307 | NONE | PC | PICOWER INSTITUTE INNOVATION FUND | $6,600,000 | 3-208 |
| MOVEMENT STRATEGY CENTER | ||||||||
| 436 14TH STREET | OAKLAND | CA | 94612 | NONE | PC | OUR POWER CAMPAIGN CLEAN POWER PROJECT | $1,000,000 | |
| NATIONAL EMPLOYMENT LAW PROJECT | ||||||||
| 75 MAIDEN LANE SUITE 601 | NEW YORK | NY | 10038 | NONE | PC | BUILDING LIVING WAGE JOBS FOR LOW-WAGE WORKERS AND THEIR COMMUNITIES | $800,000 | |
| NATIONAL HOUSING TRUST | ||||||||
| 1101 30TH STREET NW SUITE 100A | WASHINGTON | DC | 20007 | NONE | PC | ENERGY EFFICIENCY FOR ALL | $1,000,000 | |
| NATIONAL IMMIGRATION LAW CENTER | ||||||||
| 3435 WILSHIRE BOULEVARD SUITE 1600 | LOS ANGELES | CA | 90010 | NONE | PC | DEFENDING AND ADVANCING ECONOMIC OPPORTUNITY AND JUSTICE FOR LOW-INCOME IMMIGRANT FAMILIES | $750,000 | |
| NATIONAL PEOPLE'S ACTION | ||||||||
| 810 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | PC | PUTTING PEOPLE AND PLANET FIRST IN THE PUBLIC DEBATE AROUND THE CLEAN POWER PLAN | $1,200,000 | |
| NATIONAL PHILANTHROPIC TRUSTNEW PARTNERSHIP FOR YOUTH | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 19046 | NONE | PC | NEW PARTNERSHIP FOR YOUTH | $18,877,000 | |
| NATIONAL RECREATION AND PARK ASSOCIATION | ||||||||
| 22377 BELMONT RIDGE ROAD | ASHBURN | VA | 20148 | NONE | PC | GREAT URBAN PARKS CAMPAIGN | $354,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | ENERGY EFFICIENCY FOR ALL | $3,000,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | STATE INFRASTRUCTURE FUND | $750,000 | |
| NORTHWESTERN UNIVERSITY DEPT OF PHYSIOLOGY FEINBERG SCHOOL OF MEDICINE | ||||||||
| 303 E SUPERIOR STREET | CHICAGO | IL | 60611 | NONE | PC | DALTON SURMEIER'S RESEARCH TITLED, MOLECULAR AND CELLULAR MECHANISMS OF PARKINSON'S DISEASE | $2,000,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | PLANNED PARENTHOOD INNOVATION LAB | $20,000,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | JACK SHONKOFF'S RESEARCH TITLED, THE JPB RESEARCH NETWORK ON TOXIC STRESS | $5,000,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | CHOICES PHASES 2: INCREASING COST EFFECTIVE DECISION MAKING TO PREVENT CHILDHOOD OBESITY | $2,696,561 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | DOUGLAS MELTON'S RESEARCH TITLED, EVALUATING STEM CELL-DERIVED BETA CELLS AS FUNCTIONAL REPLACEMENTS FOR HUMAN ISLET TRANSPLANTATION USING PRECLINICAL ANIMAL MODELS | $1,500,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 677 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | DIANE MATHIS' RESEARCH TITLED, INFLAMMATORY ASPECTS OF DIABETES | $1,500,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | FUND FOR SHARED INSIGHT | $1,000,000 | |
| SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW | ||||||||
| 50 EAST WASHINGTON STREET SUITE 500 | CHICAGO | IL | 60602 | NONE | PC | ACTION TO END POVERTY PROJECT | $800,000 | |
| SOUTHEAST ENERGY EFFICIENCY ALLIANCE INC | ||||||||
| 50 HURT PLAZA SE SUITE 1250 | ATLANTA | GA | 30303 | NONE | PC | ENERGY EQUITY AS A PATHWAY IN THE CLEAN POWER PLAN | $1,300,000 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | ECONOMIC JUSTICE AND CIVIC ENGAGEMENT | $750,000 | |
| SOUTHFACE ENERGY INSTITUTE INC | ||||||||
| 241 PINE STREET NE | ATLANTA | GA | 30308 | NONE | PC | NONPROFIT ENERGY AND WATER EFFICIENCY INITIATIVE (NEWE) | $1,860,000 | |
| THE AMERICAN PROSPECT INC | ||||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| THE CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | U.S. PROGRAM | $2,000,000 | |
| THE CHILDREN'S AID SOCIETY | ||||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | NONE | PC | IN-SCHOOL AND COLLEGE PATHWAYS PROGRAM SUPPORT | $1,000,000 | |
| THE NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY | ||||||||
| 1776 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | BUILDING SUPPORT FOR BIRTH CONTROL IN AMERICA | $1,253,490 | 200 |
| THE NEW SCHOOL | ||||||||
| 79 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | HEALTHY AFFORDABLE MATERIALS PROJECT | $5,273,000 | |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS | ||||||||
| FIFTH AVENUE AND 42ND STREET | NEW YORK | NY | 10018 | NONE | PC | ENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL) PROGRAM | $1,500,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 2150 SHATTUCK AVENUE SUITE 300 | BERKELEY | CA | 947045940 | NONE | PC | BEYOND THE PILL: BRINGING THE BEST SCIENCE TO CONTRACEPTIVE CARE | $1,950,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656307 | NONE | PC | JEFFREY M. FRIEDMAN'S RESEARCH TITLED, TRANSLATIONAL STUDIES OF THE NEURAL CIRCUIT REGULATING BODY WEIGHT | $2,000,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 100656307 | NONE | PC | PAUL GREENGARD'S RESEARCH TITLED, MOLECULAR MECHANISMS UNDERLYING DOPAMINERGIC NEURON DEGENERATION IN PARKINSON'S DISEASE | $2,000,000 | |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 920371002 | NONE | PC | FRED GAGE'S RESEARCH TITLED, MODELING PARKINSON'S DISEASE | $1,500,000 | |
| THE SCRIPPS RESEARCH INSTITUTE | ||||||||
| 10550 N TORREY PINES ROAD | LA JOLLA | CA | 92307 | NONE | PC | RICHARD LERNER'S RESEARCH TITLED, SELECTION OF AGONIST ANTIBODY THAT REGULATES CELLFATES | $1,500,000 | |
| THE SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | SIERRA CLUB'S CLEAN POWER PLAN | $2,044,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 666 BROADWAY NINTH FLOOR | NEW YORK | NY | 10012 | NONE | PC | PARKS FOR PEOPLE: IMPLEMENTING THE 10-MINUTE WALK | $6,006,000 | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET ROOM 254 MAIL | NEW YORK | NY | 100277922 | NONE | PC | DAVID SULZER'S RESEARCH TITLED, CELLULAR AND PHYSIOLOGICAL MECHANISM OF PARKINSON'S DISEASE PATHOGENESIS | $1,500,000 | CODE 8725 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET ROOM 254 MAIL | NEW YORK | NY | 100277922 | NONE | PC | DOMENICO ACCILI'S RESEARCH TITLED, CAUSES AND TREATMENT OF B CELL DEDIFFERENTIATION IN DIABETES | $1,500,000 | CODE 8725 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 615 WEST 131ST STREET ROOM 254 MAIL | NEW YORK | NY | 100277922 | NONE | PC | IMPROVING OUR UNDERSTANDING OF ANTI-POVERTY POLICIES | $114,000 | CODE 8725 |
| TRUSTEES OF THE UNIV OF PENNSYLVANIA 12-102 TRANSLATIONAL RESEARCH CENTER | ||||||||
| 3400 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 191046149 | NONE | PC | MITCHELL LAZAR'S RESEARCH TITLED, THE EPIGENOMICS OF DIABETES | $1,500,000 | |
| TRUSTEES OF TUFTS COLLEGE OFFICE OF RESEARCH ADMINISTRATION | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NONE | PC | CHILDOBESITY180 | $2,000,000 | |
| WEST HARLEM ENVIRONMENTAL ACTION INC | ||||||||
| 1854 AMSTERDAM AVENUE | NEW YORK | NY | 10031 | NONE | PC | ENVIRONMENTAL JUSTICE CLEAN POWER PLAN CAMPAIGN | $500,000 | |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | ||||||||
| 9 CAMBRIDGE CENTER | CAMBRIDGE | MA | 021421479 | NONE | PC | SUSAN LINDQUIST'S RESEARCH TITLED, A YEAST TO HUMAN NEURON DISCOVERY PLATFORM FOR PARKINSON'S DISEASE | $1,500,000 | |
| WILLIAM J BRENNAN CENTER FOR JUSTICE INC | ||||||||
| 161 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | FLOOR |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | THE PUBLIC POLICY PRODUCTIONS DOCUMENTARY PROJECT, DREAM ON | $155,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $163,082,914 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,153,674 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,525,870 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,602,632 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,475,461 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| REBATE INCOME | 14 | $88,218 | ||
| FOREIGN EXCHANGE LOSS | 01 | -$63,753 | ||
| UBTI FROM PARTNERSHIP K-1S | 525990 | $4,105,331 | ||
| LESS: K-1 UBTI REFLECTED FOR NET INV INC BUT NOT FOR BOOK | 14 | -$4,105,331 | ||
| DW CATALYST OFFSHORE FUND - BUILT-IN-GAIN | 14 | $5,296,420 | ||
| LESS: DW BUILT-IN-GAIN REFLECTED FOR NET INV INC BUT NOT FOR BOOK | 14 | -$5,296,420 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,105,331 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,676,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,782,102 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF JEFFRY M PICOWER | |||||||
| 1 | 1410 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $237,875,859 | Yes (X) | |
| ESTATE OF JEFFRY M PICOWER | |||||||
| 2 | 1410 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | $614,069,343 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $614,069,343 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $120,410 | Amt |
| Net Investment Income | $16,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $85,255 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2011-10-12 | $39,997 | $39,997 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2011-10-13 | $15,000 | $15,000 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-01-26 | $15,000 | $12,500 | SL | 3.000000000000 | $2,500 | $0 |
| COMPUTER SOFTWARE | 2012-11-01 | $18,500 | $15,417 | SL | 3.000000000000 | $3,083 | $0 |
| OFFICE & COMPUTER | 2012-01-05 | $1,287 | $1,073 | SL | 3.000000000000 | $214 | $0 |
| OFFICE & COMPUTER | 2012-01-18 | $625 | $520 | SL | 3.000000000000 | $105 | $0 |
| OFFICE & COMPUTER | 2012-03-20 | $278 | $232 | SL | 3.000000000000 | $46 | $0 |
| OFFICE & COMPUTER | 2012-06-20 | $14,903 | $12,420 | SL | 3.000000000000 | $2,483 | $0 |
| OFFICE & COMPUTER | 2012-06-25 | $200 | $167 | SL | 3.000000000000 | $33 | $0 |
| OFFICE & COMPUTER | 2012-09-12 | $448 | $373 | SL | 3.000000000000 | $75 | $0 |
| OFFICE & COMPUTER | 2012-11-27 | $4,149 | $3,457 | SL | 3.000000000000 | $692 | $0 |
| COMPUTER SOFTWARE | 2013-01-01 | $10,950 | $5,475 | SL | 3.000000000000 | $3,650 | $0 |
| OFFICE & COMPUTER | 2013-01-01 | $27,058 | $8,118 | SL | 5.000000000000 | $5,412 | $0 |
| FURNITURE & FIXTURE | 2013-01-01 | $84,075 | $18,016 | SL | 7.000000000000 | $12,011 | $0 |
| LEASEHOLD IMPROVEMENT | 2013-01-01 | $43,359 | $21,679 | SL | 3.000000000000 | $14,453 | $0 |
| COMPUTER SOFTWARE | 2014-07-01 | $14,845 | $2,474 | SL | 3.000000000000 | $4,948 | $0 |
| OFFICE & COMPUTER | 2014-07-01 | $25,715 | $4,285 | SL | 3.000000000000 | $8,572 | $0 |
| LEASEHOLD IMPROVEMENT - 875 3RD AVE | 2014-07-01 | $8,625 | SL | 15.000000000000 | $0 | $0 | |
| OFFICE & COMPUTER | 2015-10-01 | $11,680 | SL | 5.000000000000 | $1,168 | $0 | |
| LEASEHOLD IMPROVEMENT - 875 3RD AVE | 2015-01-01 | $6,180,700 | SL | 15.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DONOR ADVISED FUND | FORM 990-PF, PART VII-A, LINE 12 | THE JPB FOUNDATION MADE CHARITABLE GIFTS IN THE YEAR ENDED 12/31/2015 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 COUNTRY | FORM 990-PF, PART VII-A, LINE 16 | UNITED KINGDOM AND CANADA. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (407 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25063 ADR AMCOR LTD | $994,471 | $978,961 |
| 23297 ADR BRAMBLES LTD SPONSORED ADR | $407,216 | $391,273 |
| 29965 ADR COCA COLA AMTIL LTD SPONSORED | $268,462 | $202,264 |
| 33810 ADR ANHEUSER BUSCH INBEV SA | $3,404,017 | $4,226,250 |
| 46020 ADR CIELO S A SPONSORED ADR | $656,831 | $382,426 |
| 24135 BRF S.A ADR | $527,082 | $333,546 |
| 9737 CANADIAN NATL RY CO COM | $638,840 | $544,103 |
| 27404 CENOVUS ENERGY INC COM | $593,989 | $345,838 |
| 20500 ENBRIDGE INC COM | $880,323 | $680,395 |
| 30120 GROUPE CGI INC CL A SUB VTG CL A SUB VTG | $1,098,471 | $1,205,704 |
| 39170 RITCHIE BROS AUCTIONEERS INC COM | $1,019,982 | $944,389 |
| 26709 SUNCOR ENERGY INC NEW COM STK | $1,064,869 | $689,092 |
| 50825 VALEANT PHARMACEUTICALS INT'L INC COM | $6,674,202 | $5,166,361 |
| 81745 ADR CK HUTCHISON HLDGS LTD ADR | $1,435,055 | $1,098,653 |
| 81720 ADR WH GROUP LTD ADR | $1,107,266 | $916,898 |
| 46521 ADR ALIBABA GROUP HLDG LTD-SP A | $3,786,220 | $3,780,762 |
| 2724 ADR BAIDU INC SPONSORED ADR | $533,545 | $514,945 |
| 46509 ADR GREAT WALL MTR CO LTD ADR | $662,528 | $539,504 |
| 36461 ADR IND & COMM BK OF-UNSPON ADR | $467,930 | $436,073 |
| 48178 ADR CARLSBERG AS SPONSORED ADR | $943,912 | $858,050 |
| 8268 ADR NOVO-NORDISK A S ADR | $384,270 | $480,205 |
| 28500 ADR NOVO-NORDISK A S ADR | $1,379,773 | $1,655,280 |
| 46750 JC DECAUX SA NPV | $1,625,508 | $1,792,694 |
| 30520 PERNOD RICARD NPV EUR 1.55 | $3,553,043 | $3,487,788 |
| 23900 ADR BNP PARIBAS SPONSORED ADR REPSTG | $758,304 | $675,414 |
| 28700 ADR DANONE SPONSORED ADR | $394,835 | $390,607 |
| 7700 ADR ESSILOR INTL ADR | $441,739 | $482,751 |
| 24100 ADR L OREAL CO ADR | $848,336 | $813,375 |
| 56400 ADR PERNOD RICARD S A ADR . | $1,270,018 | $1,286,202 |
| 56531 ADR PUBLICIS S A NEW SPONSORED ADR | $1,136,765 | $945,764 |
| 56500 ADR SAFRAN ADR | $986,585 | $974,060 |
| 75098 ADR SCHNEIDER ELECTRIC SE | $1,215,404 | $851,987 |
| 11300 ADR TOTAL SA | $560,208 | $507,935 |
| 98972 ADR DEUTSCHE BOERSE ADR | $778,229 | $866,005 |
| 47844 ADR PROSIEBENSAT.1 MEDIA SE | $499,185 | $594,701 |
| 4200 ADR SIEMENS AG COM DM50 (NEW) | $449,027 | $403,935 |
| 51036 ALLIANZ SE ADR EACH REP 1/10 ORD SHS | $857,863 | $899,254 |
| 17951 DEUTSCHE POST AG SPONSORED ADR | $604,905 | $498,679 |
| 12423 SAP SE-SPONSORED ADR | $944,050 | $982,659 |
| 9200 ADR HDFC BK LTD ADR REPSTG 3 SHS | $565,238 | $566,720 |
| 55449 PT BANK MANDIRI TBK UNSPON ADR | $443,238 | $362,525 |
| 24809 ADR TEVA PHARMACEUTICAL INDS | $1,347,154 | $1,628,463 |
| 36570 ADR PRADA SPA UNSP ADR EACH REPR 2 ORD | $509,894 | $227,429 |
| 14594 ADR DENSO CORP ADR | $348,164 | $348,942 |
| 27564 ADR KOMATSU LTD SPONSORED | $638,484 | $450,120 |
| 15600 ADR MURATA MFG CO LTD ADR | $472,352 | $562,614 |
| 5239 ADR TOYOTA MTR CORP SPONSORED ADR | $636,743 | $644,606 |
| 111966 ADR YAHOO JAPAN CORP ADR | $826,375 | $906,365 |
| 13343 FANUC CORPORATION | $371,147 | $384,345 |
| 30400 FANUC CORPORATION | $882,118 | $875,672 |
| 28000 HAMAMATSU PHOTONICS | $695,638 | $762,720 |
| 3009 KEYENCE CORP COMMON STK | $1,386,866 | $1,671,921 |
| 3000 SMC CORPORATION | $806,434 | $793,500 |
| 14400 SOFTBANK GROUP CORP | $912,934 | $724,896 |
| 10100 ADR FOMENTO ECONOMICO MEXICANO SAB DE CV | $993,077 | $932,735 |
| 4031 ADR FOMENTO ECONOMICO MEXICANO SAB DE CV | $374,649 | $372,263 |
| 28657 ADR GRUPO TELEVISA SA DE CV SPONSORED | $955,983 | $779,757 |
| 59000 HEINEKEN HOLDING EUR 1.6 A | $3,637,089 | $4,550,511 |
| 9800 ADR ASML HLDG NV NY REG 2012 | $1,036,908 | $869,946 |
| 17000 ADR GEMALTO NV SPONSORED ADR | $680,719 | $510,340 |
| 15700 ADR DBS GROUP HLDGS LTD SPONSORED ADR | $911,562 | $733,111 |
| 31500 ADR SINGAPORE TELECOMM LTD NEW 2006 | $915,794 | $811,125 |
| 22925 ADR UNITED OVERSEAS BK LTD SPONSORED | $826,535 | $631,584 |
| 13233 ADR AMADEUS IT HLDG S A ADS | $549,548 | $584,634 |
| 30096 ADR GETINGE AB ADR | $724,407 | $786,107 |
| 87544 ERICSSON | $1,028,853 | $841,298 |
| 63400 GDR ASSA ABLOY AB ADR | $578,250 | $661,896 |
| 49000 SVENSKA HANDELSBANKEN AB ADR | $396,007 | $323,449 |
| 58675 RICHEMONT(CIE FIN) CHF1 (REGD) | $5,271,037 | $4,226,241 |
| 5500 SWATCH GROUP CHF2.25(BR) | $2,695,529 | $1,924,176 |
| 107100 ADR COMPAGNIE FINANCIERE RICHEMONT AG SWITZ ADR | $988,657 | $762,552 |
| 70049 ADR COMPAGNIE FINANCIERE RICHEMONT AG SWITZ ADR | $523,352 | $498,749 |
| 60720 ADR JULIUS BAER GROUP LTD-UN ADR | $513,904 | $588,984 |
| 82750 ADR NESTLE S A SPONSORED REPSTG REG SH | $5,441,651 | $6,158,255 |
| 14800 ADR NESTLE S A SPONSORED REPSTG REG SH | $1,100,883 | $1,101,416 |
| 14400 ADR NOVARTIS AG | $1,413,354 | $1,238,976 |
| 5399 ADR NOVARTIS AG | $494,852 | $464,530 |
| 31208 ADR ROCHE HLDG LTD SPONSORED ADR | $1,127,624 | $1,075,740 |
| 32700 ADR ROCHE HLDG LTD SPONSORED ADR | $1,140,929 | $1,127,169 |
| 22869 ADR SWATCH GROUP AG ADR | $499,542 | $396,091 |
| 10191 ADR SYNGENTA AG SPONSORED ADR | $742,321 | $802,337 |
| 43261 UBS GROUP AG COMMON STOCK | $794,266 | $837,966 |
| 8400 ADR SILICON MOTION TECHNOLOGY CORP | $264,008 | $263,424 |
| 40652 TAIWAN SEMICONDUCTOR MFG CO LTD | $879,850 | $924,833 |
| 34600 TAIWAN SEMICONDUCTOR MFG CO LTD | $772,357 | $787,150 |
| 35626 ADR KASIKORNBANK PUB CO LTD ADR | $936,015 | $585,157 |
| 52250 DIAGEO ORD PLC | $1,636,226 | $1,429,714 |
| 7000 INDIVIOR PLC ORD USD 0.10 | $11,170 | $19,376 |
| 7000 RECKITT BENCK GRP ORD GBP 0.10 | $483,108 | $648,030 |
| 26325 SABMILLER PLC ORD USD 0.10 | $1,307,489 | $1,578,983 |
| 54600 ADR ABERDEEN ASSET MGMT PLC ADR | $719,971 | $462,462 |
| 52008 ADR ABERDEEN ASSET MGMT PLC ADR | $742,577 | $440,508 |
| 48200 ADR ASTRAZENECA PLC SPONSORED ADR UK | $1,720,440 | $1,636,390 |
| 18300 ADR BAE SYS PLC SPONSORED ADR | $561,644 | $539,026 |
| 15148 ADR BUNZL PLC SPONSORED ADR NEW | $428,623 | $422,932 |
| 47150 ADR COMPASS GROUP PLC SPONSORED ADR NEW | $887,659 | $830,783 |
| 72545 ADR KINGFISHER PLC SPONSORED | $798,845 | $704,775 |
| 10400 ADR NATIONAL GRID TRANSCO PLC NEW | $701,231 | $723,216 |
| 72373 ADR RELX PLC SPONSORED ADR | $1,177,539 | $1,290,411 |
| 5000 ADR ROYAL DUTCH SHELL PLC A SHS | $322,601 | $228,950 |
| 15385 ADR ROYAL DUTCH SHELL PLC B SHS | $1,201,063 | $708,325 |
| 25015 ADR SKY PLC SPONSORED | $1,526,155 | $1,647,988 |
| 22797 ADR SMITH & NEPHEW P L C NEW | $817,887 | $811,573 |
| 27700 ADR SSE PLC | $611,881 | $619,511 |
| 11900 ADR TATE & LYLE PLC | $425,332 | $422,926 |
| 70000 ADR UNILEVER N V NEW YORK SHS NEW | $2,671,487 | $3,032,400 |
| 13646 ADR UNILEVER N V NEW YORK SHS NEW | $592,325 | $591,145 |
| 32300 ADR UNILEVER PLC SPONSORED ADR NEW | $1,386,165 | $1,392,776 |
| 17000 ADR VODAFONE GROUP PLC NEW | $545,690 | $548,420 |
| 10570 ADR WPP PLC ADR DR EACH REPR 5 SHS | $1,140,625 | $1,212,802 |
| 143893 LLOYDS BANKING GROUP PLC-ADR | $700,121 | $627,373 |
| 153500 LLOYDS BANKING GROUP PLC-ADR | $768,614 | $669,260 |
| 8500 BROADCOM LIMITED | $925,204 | $1,233,775 |
| 6710 BROADCOM LIMITED | $530,062 | $973,956 |
| 14435 SOLERA HOLDINGS | $738,034 | $791,471 |
| 6000 TOWERS WATSON & CO | $700,953 | $770,760 |
| 518778 AGILENT TECHNOLOGIES INC COM | $12,734,644 | $21,690,108 |
| 15245 AIR METHODS CORP COM NEW | $670,081 | $639,223 |
| 1800 ALPHABET INC CAP STK CL A CAP STK CL A | $1,006,577 | $1,400,418 |
| 14197 ALPHABET INC CAP STK CL C CAP STK CL C | $7,599,066 | $10,773,819 |
| 9870 AMAZON COM INC COM | $2,919,243 | $6,671,034 |
| 20295 AMERICAN CAMPUS CMNTYS INC COM | $803,040 | $838,995 |
| 188101 AMERICAN EXPRESS CO | $13,797,660 | $13,082,425 |
| 13500 AMERICAN EXPRESS CO | $999,981 | $938,925 |
| 141500 AMERICAN INTERNATIONAL GROUP INC COM | $7,786,646 | $8,768,755 |
| 17540 AMERISAFE INC COM | $776,882 | $892,786 |
| 4200 AMERISOURCEBERGEN CORP COM | $423,857 | $435,582 |
| 10500 AMN HEALTHCARE SVCS INC COM | $225,826 | $326,025 |
| 118000 ANADARKO PETRO CORP COM | $8,168,891 | $5,732,440 |
| 19500 ANADARKO PETRO CORP COM | $1,551,163 | $947,310 |
| 9240 ANALOGIC CORP COM PAR $0.05 | $691,238 | $763,224 |
| 4700 ANALOGIC CORP COM PAR $0.05 | $364,742 | $388,220 |
| 4800 ANIXTER INTL INC COM | $351,662 | $289,872 |
| 75000 AON PLC COM | $7,098,105 | $6,915,750 |
| 74600 AON PLC COM | $7,065,438 | $6,878,866 |
| 709452 APPLE INC COM STK | $20,865,997 | $74,676,918 |
| 37000 APPLE INC COM STK | $4,256,739 | $3,894,620 |
| 7200 APPLE INC COM STK | $835,856 | $757,872 |
| 440500 APPLIED MATERIALS INC COM | $7,897,464 | $8,224,135 |
| 18055 ASPEN TECHNOLOGY INC COM | $711,652 | $681,757 |
| 511998 AT&T INC COM | $16,773,106 | $17,617,851 |
| 507606 AUTOMATIC DATA PROCESSING INC COM | $25,764,416 | $43,004,380 |
| 6400 AUTOMATIC DATA PROCESSING INC COM | $540,906 | $542,208 |
| 5000 BALCHEM CORP COM | $296,430 | $304,000 |
| 12620 BALCHEM CORP COM | $816,143 | $767,296 |
| 138780 BANK NEW YORK MELLON CORP COM STK | $3,719,304 | $5,720,512 |
| 173600 BANK OF AMERICA CORP | $3,042,097 | $2,921,688 |
| 7800 BARNES GROUP INC COM | $276,301 | $276,042 |
| 45970 BERKLEY W R CORP COM | $2,436,329 | $2,516,858 |
| 33 BERKSHIRE HATHAWAY INC DEL CL A | $5,540,307 | $6,527,400 |
| 65700 BERKSHIRE HATHAWAY INC-CL B | $9,787,709 | $8,675,028 |
| 20185 BLACKBAUD INC COM | $904,115 | $1,329,384 |
| 23300 BLACKROCK INC COM STK | $7,832,178 | $7,934,116 |
| 8100 BOEING CO COM | $1,071,104 | $1,171,179 |
| 4250 BROWN FORMAN CORP CL A | $286,418 | $467,968 |
| 10500 BROWN-FORMAN INC CL B NON-VTG COM | $700,742 | $1,042,440 |
| 8200 BUCKLE INC COM | $342,695 | $252,396 |
| 109892 CA INC COM | $2,478,065 | $3,138,516 |
| 3700 CACI INTL INC CL A CL A | $307,572 | $343,286 |
| 11600 CALAMP CORP COM | $222,969 | $231,188 |
| 27780 CALATLANTIC GROUP INC COM | $1,040,424 | $1,053,418 |
| 5200 CALAVO GROWERS INC COM | $253,432 | $254,800 |
| 27500 CALLAWAY GOLF CO COM | $235,254 | $259,050 |
| 14135 CANTEL MEDICAL CORP COM | $631,091 | $878,349 |
| 21900 CARDINAL FINL CORP COM | $436,647 | $498,225 |
| 19285 CARDTRONICS INC COM STK | $738,467 | $648,940 |
| 91000 CARMAX INC COM | $5,320,928 | $4,911,270 |
| 7500 CARPENTER TECHNOLOGY CORP COM | $314,016 | $227,025 |
| 34680 CATALENT INC COM | $992,873 | $868,040 |
| 97000 CATERPILLAR INC COM | $7,676,742 | $6,592,120 |
| 30845 CATHAY GENERAL BANCORP INC COM | $880,742 | $966,374 |
| 17060 CAVIUM INC COM | $994,533 | $1,121,013 |
| 150000 CBRE GROUP INC CL A | $4,930,022 | $5,187,000 |
| 169202 CDK GLOBAL INC COM | $4,203,925 | $8,032,019 |
| 17265 CEB INC COM | $1,244,745 | $1,059,898 |
| 9600 CERNER CORP COM | $617,070 | $577,632 |
| 24300 CHARTER COMMUNICATIONS INC DEL CL A NEW | $4,560,375 | $4,449,330 |
| 10900 CHEVRON CORP COM | $1,155,094 | $980,564 |
| 1183500 CISCO SYSTEMS INC | $28,285,650 | $32,137,943 |
| 142200 CITIGROUP INC COM NEW | $7,795,404 | $7,358,850 |
| 17970 CLARCOR INC COM | $1,188,391 | $892,750 |
| 7700 CLARCOR INC COM | $447,994 | $382,536 |
| 9700 CME GROUP INC COM STK | $859,562 | $878,820 |
| 12500 COCA COLA CO COM | $518,509 | $537,000 |
| 15000 COCA COLA CO COM | $582,036 | $644,400 |
| 32710 COGNEX CORP COM | $1,342,063 | $1,104,617 |
| 24835 COHEN & STEERS INC COM | $1,052,720 | $756,971 |
| 5100 COHERENT INC COM | $316,792 | $332,061 |
| 739563 COMCAST CORP NEW-CL A | $11,160,006 | $41,733,540 |
| 19600 COMCAST CORP NEW-CL A | $829,861 | $1,106,028 |
| 14800 COMCAST CORP NEW-CL A | $839,615 | $835,164 |
| 8300 COMPASS MINERALS INTL INC COM | $705,251 | $624,741 |
| 10681 CONSTELLATION BRANDS INC CL A | $1,004,893 | $1,521,402 |
| 2700 CULLEN / FROST BANKERS INC COM | $197,376 | $162,000 |
| 80500 CUMMINS INC | $9,634,549 | $7,084,805 |
| 8000 DANAHER CORP COM | $682,063 | $743,040 |
| 13400 DEL FRISCOS RESTAURANT GROUP INC COM | $226,487 | $214,668 |
| 27075 DIPLOMAT PHARMACY INC COM | $785,354 | $926,507 |
| 164839 DISCOVER FINL SVCS COM STK | $2,551,708 | $8,838,667 |
| 47100 DISCOVERY COMM INC NEW COM SERA STK | $1,596,596 | $1,256,628 |
| 79279 DISH NETWORK CORP CL A COM STK | $5,658,035 | $4,533,173 |
| 330677 DOW CHEMICAL CO COM | $9,249,036 | $17,023,252 |
| 8500 DOW CHEMICAL CO COM | $411,653 | $437,580 |
| 10600 DRIL-QUIP INC COM | $826,047 | $627,838 |
| 19200 EATON CORP PLC COM USD 0.50 | $1,285,841 | $999,168 |
| 46526 EBAY INC COM USD 0.001 | $428,456 | $1,278,534 |
| 51200 ECOLAB INC COM STK USD 1 | $5,607,049 | $5,856,256 |
| 28920 EDUCATION RLTY TR INC COM NEW COM NEW | $956,740 | $1,095,490 |
| 7700 EDUCATION RLTY TR INC COM NEW COM NEW | $256,919 | $291,676 |
| 6900 ELI LILLY & CO COM | $576,944 | $581,394 |
| 357112 ELI LILLY & CO COM | $13,141,722 | $30,090,257 |
| 771246 EMC CORP COM | $16,456,924 | $19,805,597 |
| 6300 EOG RESOURCES INC COM | $490,451 | $445,977 |
| 13630 EPAM SYS INC COM STK | $698,047 | $1,071,591 |
| 5500 EXLSERVICE COM INC COM STK | $215,732 | $247,115 |
| 6800 EXPRESS SCRIPTS HLDG CO COM | $571,890 | $594,388 |
| 8100 EXXON MOBIL CORP COM | $655,756 | $631,395 |
| 16860 FEI CO COM | $1,467,296 | $1,345,259 |
| 320786 FERRO CORP COM | $2,479,108 | $3,567,140 |
| 26090 FIVE BELOW INC COM USD 0.01 | $924,806 | $837,489 |
| 40460 FLOTEK INDS INC DEL COM | $740,569 | $462,862 |
| 35845 FORUM ENERGY TECH COM USD 0.01 | $784,621 | $446,629 |
| 7200 FORWARD AIR CORP COM | $328,474 | $309,672 |
| 26000 FRANCESCAS HLDGS CORP COM M STOCK | $411,239 | $452,660 |
| 9700 FRANKLIN ELEC INC COM | $334,205 | $262,191 |
| 292000 GEN MTRS CO COM | $9,481,650 | $9,930,920 |
| 1101923 GENERAL ELECTRIC CO | $17,652,806 | $34,324,901 |
| 8700 GENOMIC HEALTH INC COM | $257,950 | $306,240 |
| 11000 GILEAD SCIENCES INC | $1,131,472 | $1,113,090 |
| 42605 GLACIER BANCORP INC NEW COM | $1,159,499 | $1,130,311 |
| 40890 GLOBUS MED INC CL A NEW COM STK | $978,417 | $1,137,560 |
| 16400 GOLDMAN SACHS GROUP INC COM | $3,145,325 | $2,955,772 |
| 38860 GRAND CANYON ED INC COM STK | $1,736,719 | $1,559,063 |
| 9400 GRANITE CONST INC COM | $346,841 | $403,354 |
| 6100 GREATBATCH INC COM | $318,657 | $320,250 |
| 29640 HEALTHCARE SVCS GROUP INC COM | $907,059 | $1,033,547 |
| 52495 HEARTLAND EXPRESS INC COM | $1,362,614 | $893,465 |
| 5390 HEICO CORP NEW CL A | $247,968 | $265,188 |
| 15235 HEICO CORP NEW COM | $859,010 | $828,175 |
| 12800 HEXCEL CORP NEW COM | $561,202 | $594,560 |
| 19285 HIBBETT SPORTS INC COM STK | $935,685 | $583,178 |
| 12260 IBERIABANK CORP COM | $780,878 | $675,158 |
| 12775 ICU MED INC COM | $1,124,180 | $1,440,765 |
| 5600 IDACORP INC COM | $352,509 | $380,800 |
| 6700 IDEX CORP COM | $499,879 | $513,287 |
| 3500 ILLUMINA INC COM | $517,493 | $671,808 |
| 9300 INCYTE CORP COM | $836,814 | $1,008,585 |
| 6000 INTEGRA LIFESCIENCES HLDG CORP COM DESP | $321,133 | $406,680 |
| 251000 INTEL CORP COM | $8,839,761 | $8,646,950 |
| 8300 INTER PARFUMS INC COM | $221,070 | $197,706 |
| 15600 INTERVAL LEISURE GROUP INC COM STK | $271,008 | $243,516 |
| 27600 JABIL CIRCUIT INC COM | $570,851 | $642,804 |
| 12000 JACK HENRY & ASSOC INC COM | $735,325 | $936,720 |
| 2800 JACK IN THE BOX INC COM | $209,486 | $214,788 |
| 130000 JPMORGAN CHASE & CO COM | $7,974,029 | $8,583,900 |
| 54660 JPMORGAN CHASE & CO COM | $3,169,609 | $3,609,200 |
| 504322 JPMORGAN CHASE & CO COM | $21,827,056 | $33,300,382 |
| 11400 JPMORGAN CHASE & CO COM | $702,975 | $752,742 |
| 33415 KAPSTONE PAPER & PACKAGING CORP COM | $995,967 | $754,845 |
| 258889 KEYSIGHT TECHNOLOGIES INC COM | $5,144,007 | $7,334,325 |
| 17900 KINDER MORGAN INC DEL COM | $552,577 | $267,068 |
| 214052 KRAFT HEINZ CO COM | $11,493,725 | $15,574,424 |
| 9000 KRAFT HEINZ CO COM | $656,640 | $654,840 |
| 14100 LA QUINTA HLDGS INC COM | $203,017 | $191,901 |
| 2800 LANCASTER COLONY CORP COM | $271,786 | $323,288 |
| 12300 LAS VEGAS SANDS CORP COM STK | $638,252 | $539,232 |
| 187700 LIBERTY GLOBAL PLC -SERIES C COM | $8,642,495 | $7,652,529 |
| 15400 LIBERTY GLOBAL PLC USD0.01 A | $732,491 | $652,344 |
| 9385 LILAC GROUP - CL C W /I COMMON STOCK | $419,023 | $403,555 |
| 12570 LITHIA MTRS INC CL A CL A | $1,147,277 | $1,340,842 |
| 3700 LITTELFUSE INC COM | $355,303 | $395,937 |
| 15445 LOGMEIN INC COM | $800,154 | $1,036,360 |
| 10900 LTC PPTYS INC COM | $447,345 | $470,226 |
| 6600 LYONDELLBASELL IND N V COM CL'A' | $556,757 | $573,540 |
| 17310 MARKETAXESS HLDGS INC COM STK | $1,255,768 | $1,931,623 |
| 10700 MARSH & MCLENNAN CO'S INC COM | $619,615 | $593,315 |
| 10350 MARTIN MARIETTA MATLS INC COM | $1,004,297 | $1,413,603 |
| 6300 MASIMO CORP COM STK | $184,539 | $261,513 |
| 50055 MASTERCARD INC CL A | $3,120,444 | $4,873,355 |
| 9500 MATADOR RES CO COM | $228,678 | $187,815 |
| 41190 MATADOR RES CO COM | $688,697 | $814,326 |
| 10400 MATRIX SVC CO COM | $222,311 | $213,616 |
| 12400 MB FINL INC NEW COM | $378,492 | $401,388 |
| 20540 MEDIDATA SOLUTIONS INC COM | $909,498 | $1,012,417 |
| 316942 MERCK & CO INC NEW COM | $11,543,028 | $16,740,876 |
| 8400 MERCURY GEN CORP NEW COM | $425,589 | $391,188 |
| 7600 METHODE ELECTRS INC COM | $259,175 | $241,908 |
| 10100 MICROSEMI CORP COM | $288,329 | $329,159 |
| 10700 MICROSOFT CORP COM | $509,873 | $593,636 |
| 172800 MICROSOFT CORP COM | $8,458,854 | $9,586,944 |
| 159000 MICROSOFT CORP COM | $6,914,320 | $8,821,320 |
| 21405 MOBILE MINI INC COM | $856,001 | $666,338 |
| 121800 MONDELEZ INTL INC COM | $4,696,194 | $5,461,512 |
| 642156 MONDELEZ INTL INC COM | $11,395,953 | $28,794,275 |
| 8835 MONRO MUFFLER BRAKE INC COM | $491,257 | $585,054 |
| 267310 MONSANTO CO NEW COM | $21,082,539 | $26,335,381 |
| 4600 MONSANTO CO NEW COM | $531,924 | $453,192 |
| 8300 MOODYS CORP COM | $854,248 | $832,822 |
| 41300 MORGAN STANLEY COM STK USD 0.01 | $1,519,716 | $1,313,753 |
| 5400 MTS SYS CORP COM | $346,628 | $342,414 |
| 5600 MULTI-COLOR CORP COM | $307,258 | $334,936 |
| 14235 NATIONAL HEALTH INVS INC COM | $929,817 | $866,484 |
| 6800 NATIONAL INSTRS CORP COM | $205,761 | $195,092 |
| 23100 NAVIGANT CONSULTING INC COM | $351,477 | $370,986 |
| 23700 NEWELL BRANDS INC COM | $893,708 | $1,044,696 |
| 3900 NEXSTAR BROADCASTING GROUP INC CL A | $207,963 | $228,930 |
| 24600 NIELSEN HOLDINGS PLC COMSTK | $1,074,669 | $1,146,360 |
| 120400 NOBLE ENERGY INC COM | $6,226,510 | $3,964,772 |
| 8500 NORFOLK SOUTHN CORP COM | $891,775 | $719,015 |
| 24200 NORTHWESTERN CORP COM NEW COM NEW | $1,223,219 | $1,312,850 |
| 29900 OLD NATL BANCORP IND COM | $414,932 | $405,444 |
| 7400 OPUS BK IRVINE CALIF | $236,085 | $273,578 |
| 238500 ORACLE CORP COM | $9,945,522 | $8,712,405 |
| 488094 ORACLE CORP COM | $11,030,924 | $17,830,074 |
| 12790 OXFORD INDS INC COM | $813,777 | $816,258 |
| 13500 PAYCHEX INC COM | $677,980 | $714,015 |
| 46526 PAYPAL HLDGS INC COM | $662,579 | $1,684,241 |
| 22115 PEBBLEBROOK HOTEL TR COM STK | $946,882 | $619,662 |
| 47900 PEPSICO INC COM | $4,676,745 | $4,786,168 |
| 1054810 PFIZER INC COM | $27,600,633 | $34,049,267 |
| 14200 PFIZER INC COM | $497,446 | $458,376 |
| 33725 PIER 1 IMPORTS INC COM | $453,357 | $171,660 |
| 5900 PNC FINANCIAL SERVICES GROUP COM STK | $559,600 | $562,329 |
| 18880 POWER INTEGRATIONS INC COM | $974,337 | $918,134 |
| 4600 PPDC ENERGY INC COM | $219,532 | $245,548 |
| 22980 PRA GROUP INC COM | $1,238,602 | $797,176 |
| 39815 PRIMORIS SVCS CORP COM | $867,265 | $877,124 |
| 19285 PROASSURANCE CORP COM | $900,344 | $935,901 |
| 12500 PROCTER & GAMBLE COM NPV | $962,450 | $992,625 |
| 13325 PROTO LABS INC COM | $852,514 | $848,669 |
| 9200 PTC INC COM | $334,680 | $318,596 |
| 10780 RBC BEARINGS INC COM | $700,790 | $696,280 |
| 24130 ROFIN SINAR TECHNOLOGIES INC COM | $654,496 | $646,201 |
| 9800 ROYAL CARIBBEAN CRUISES COM STK | $791,712 | $991,858 |
| 12100 SCHLUMBERGER LTD COM | $1,025,057 | $843,975 |
| 10200 SCHULMAN A INC COM | $318,023 | $312,528 |
| 27970 SCIQUEST INC NEW COM | $414,727 | $362,771 |
| 6700 SCRIPPS NETWORKS INTERACTIVE INC CL A | $504,144 | $369,907 |
| 14000 SELECTIVE INS GROUP INC COM | $386,527 | $470,120 |
| 5200 SENSIENT TECHNOLOGIES CORP COM | $304,077 | $326,664 |
| 14060 SILGAN HLDGS INC COM | $740,483 | $755,303 |
| 153000 SIRIUS XM HLDGS INC COM | $556,586 | $622,710 |
| 12900 SOUTHSIDE BANCSHARES INC CMT-COM | $368,427 | $309,858 |
| 43190 STAG INDL INC COM | $1,001,997 | $796,856 |
| 11200 STARBUCKS CORP COM | $485,297 | $672,336 |
| 44150 STARWOOD HOTELS & RESORTS WORLDWIDE INC | $2,957,625 | $3,058,712 |
| 24230 STIFEL FINL CORP COM | $1,199,775 | $1,026,383 |
| 9000 STIFEL FINL CORP COM | $406,546 | $381,240 |
| 14400 SUN COMMUNITIES INC COM | $939,212 | $986,832 |
| 5200 SYNTEL INC COM | $222,603 | $235,300 |
| 4900 TEAM HEALTH HLDGS INC COM | $272,935 | $215,061 |
| 19240 TEAM HEALTH HLDGS INC COM | $1,150,762 | $844,444 |
| 11300 TETRA TECH INC NEW COM | $293,765 | $294,026 |
| 15400 TEXAS INSTRUMENTS INC COM | $791,818 | $844,074 |
| 878677 TEXAS INSTRUMENTS INC COM | $22,089,940 | $48,160,286 |
| 42200 TEXAS ROADHOUSE INC COMMON STOCK | $1,381,662 | $1,509,494 |
| 24400 THERMO FISHER CORP | $3,146,516 | $3,461,140 |
| 62270 TIFFANY & CO COM | $5,846,438 | $4,750,578 |
| 16760 TORO CO COM | $1,100,624 | $1,224,653 |
| 155000 TRIBUNE MEDIA COMPANY CLASS A | $8,497,408 | $5,240,550 |
| 44925 TUMI HOLDINGS INC | $994,607 | $747,103 |
| 17000 TUMI HOLDINGS INC | $329,921 | $282,710 |
| 13200 TUPPERWARE BRANDS CORPORATION | $836,325 | $734,580 |
| 81100 TWENTY-FIRST CENTY FOX INC CL A | $2,413,075 | $2,202,676 |
| 186200 TWENTY-FIRST CENTY FOX INC CL B | $6,742,786 | $5,070,226 |
| 19080 TX CAP BANCSHARES INC COM | $1,043,809 | $942,934 |
| 10545 TYLER TECHNOLOGIES INC COM STK | $1,229,757 | $1,838,204 |
| 5800 UMB FINL CORP COM STK | $303,749 | $269,990 |
| 8500 UNITED BANKSHARES INC W VA COM | $302,743 | $314,415 |
| 43400 UNITEDHEALTH GROUP INC COM | $4,341,862 | $5,105,576 |
| 582000 UNITEDHEALTH GROUP INC COM | $16,924,560 | $68,466,480 |
| 13430 UNIVERSAL FST PRODS INC COM | $679,045 | $918,209 |
| 14540 US ECOLOGY INC COM | $581,445 | $529,838 |
| 5400 VCA INC | $260,766 | $297,000 |
| 7300 VERISIGN INC COM | $435,587 | $637,728 |
| 8800 VERIZON COMMUNICATIONS COM | $424,653 | $406,736 |
| 157417 VERIZON COMMUNICATIONS COM | $4,626,044 | $7,275,814 |
| 11900 VIACOM INC NEW CL B | $515,881 | $489,804 |
| 10000 VISA INC COM CL A STK | $662,707 | $775,500 |
| 33000 VISA INC COM CL A STK | $1,501,946 | $2,559,150 |
| 38600 VISA INC COM CL A STK | $2,556,437 | $2,993,430 |
| 8935 WD 40 CO COM STK | $703,493 | $881,438 |
| 21970 WEBSTER FNCL CORP WATERBURY CONN COM | $796,208 | $817,064 |
| 154500 WELLS FARGO & CO NEW COM STK | $8,399,890 | $8,398,620 |
| 76500 WELLS FARGO & CO NEW COM STK | $3,168,757 | $4,158,540 |
| 12800 WELLS FARGO & CO NEW COM STK | $695,154 | $695,808 |
| 27560 WEST PHARMACEUTICAL SVCS INC COM | $1,475,475 | $1,659,663 |
| 7000 WEST PHARMACEUTICAL SVCS INC COM | $365,947 | $421,540 |
| 9000 WESTAR ENERGY INC COM | $344,743 | $381,690 |
| 35978 WRIGHT MEDICAL GROUP NV EUR 0.03 | $917,685 | $869,948 |
| 10000 XILINX INC COM | $422,531 | $469,700 |
| 8600 YUM BRANDS INC COM | $591,696 | $628,230 |
| 3753650.15 ABERDEEN ASIA PACIFIC (EX-JAPAN) EQUITY FUND INSTITUTIONAL CLASS | $44,105,463 | $35,171,702 |
| 866247.49 MATTHEWS ASIA SMALL COMPANIES FUND INVESTOR CLASS SHARES | $20,000,000 | $16,805,201 |
| 856661.1 MATTHEWS PACIFIC TIGER FUND INVESTOR CLASS | $22,056,984 | $20,148,669 |
| 1200983.69 T. ROWE PRICE INSTITUTIONAL EMERGING MARKETS EQUITY FUND | $34,763,848 | $31,213,566 |
| 1283365.62 WELLS FARGO EMERGING MARKETS EQUITY FUND - CLASS INST | $28,090,070 | $22,843,908 |
| 2537279.94 DODGE & COX INTERNATIONAL STOCK FUND | $95,500,000 | $92,559,972 |
| 1470591.42 FIRST EAGLE OVERSEAS FUND CLASS I | $33,958,409 | $32,941,248 |
| 1089302.57 GMO EMERGING DOMESTIC OPPORTUNITIES FUND CLASS II | $26,924,007 | $22,635,707 |
| 2395091.25 OAKMARK INTERNATIONAL FUND CLASS I | $59,729,471 | $51,159,149 |
| 1648416.34 ASTON/FAIRPOINTE MID CAP FUND CLASS I | $66,827,926 | $57,859,414 |
| 310000 ISHARES MSCI EAFE INDEX FUND (ETF) | $19,928,170 | $18,212,500 |
| 187000 ISHARES RUSSELL 2000 INDEX (ETF) | $19,962,062 | $21,039,370 |
| 356706 SPDR S&P 500 ETF TRUST | $70,216,041 | $72,728,786 |
| 4010025.06 BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K | $32,000,000 | $28,591,479 |
| 6631314.84 T. ROWE PRICE INSTITUTIONAL HIGH YIELD FUND | $64,800,000 | $54,045,216 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $655,830,661 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $655,073,062 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 907192.85 CF HIGHCLERE INTERNATIONAL INVESTORS SMID FUND | FMV | $20,710,376 | $21,878,588 |
| 1933352.12 CF EDGBASTON ASIAN EQUITY TRUST FD | FMV | $42,731,552 | $39,615,158 |
| 41351415 BLACKSTONE REAL ESTATE PARTNERS VII LP | FMV | $41,351,415 | $54,433,092 |
| 16198848 CARLYLE REALTY FOREIGN INVESTORS VII-A LP | FMV | $16,198,848 | $16,157,311 |
| 21492943.48 WALTON STREET REAL ESTATE FUND VII | FMV | $21,492,943 | $27,853,049 |
| 3915000 BIOPHARMA CREDIT INVESTMENTS IV SARL | FMV | $3,915,000 | $3,864,541 |
| 897500 DEERFIELD HEALTHCARE INNOVATIONS FUND LP | FMV | $897,500 | $830,020 |
| 59127473 GENERAL ATLANTIC PARTNERS 93, LP | FMV | $59,127,473 | $66,416,427 |
| 7800000 INSIGHT VENTURE PARTNERS (CAYMAN) IX | FMV | $7,800,000 | $6,863,061 |
| 9250000 MHR INSTITUTIONAL PARTNERS IV | FMV | $9,250,000 | $8,835,309 |
| 7464371 RAINE PARTNERS II LP | FMV | $7,464,371 | $7,202,473 |
| 23875.42 CF MANIKAY OFFSHORE LTD CL B2N SER 0414 | FMV | $22,041,520 | $25,154,620 |
| 45251.16 CF SEMINOLE OFFSHORE LTD CLASS A SERIES ONE | FMV | $35,000,000 | $34,039,387 |
| 10000 CF SOROBAN OPPORTUNITIES CAYMAN FUND LTD CLASS A-E/00063 | FMV | $10,000,000 | $9,875,009 |
| 18620.23 CF STEADFAST INTERNATIONAL LTD CLASS P SERIES 01/2011 FUND | FMV | $2,000,000 | $2,519,131 |
| 210694.61 CF STEADFAST INTERNATIONAL LTD CLASS R SERIES 01/2011 FUND | FMV | $25,500,000 | $29,077,963 |
| 154726.91 CF STEADFAST INTERNATIONAL LTD CLASS R SERIES 11/2015 FUND | FMV | $20,000,000 | $20,425,499 |
| 21371.58 CF CONATUS CAPITAL OVERSEAS LTD CL AA SUB CL 1 SER JAN 2008 FD | FMV | $24,000,000 | $32,033,434 |
| 14000 CF CONATUS CAPITAL OVERSEAS LTD CL AA SUB CLASS 1 SER JAN 2014 | FMV | $14,000,000 | $15,133,160 |
| 181823.41 CF DW CATALYST OFFSHORE FUND, LTD SERIES A-USD/4 UR 2015 | FMV | $35,000,000 | $31,368,175 |
| 32500000 DARUMA GINKGO FUND LP | FMV | $32,500,000 | $37,548,266 |
| 20000000 YORK CREDIT OPPORTUNITIES UNIT TRUST | FMV | $20,000,000 | $20,196,105 |
| 137822.3 CF GAM GLOBAL RATES HEDGE USD FUND | FMV | $29,975,701 | $31,930,706 |
| 300000 CF CEVIAN CAPITAL II LTD USD A | FMV | $30,000,000 | $26,401,500 |
| 722.17 CF KING STR CAP LTD CL S SER 70 | FMV | $60,925 | $78,172 |
| 4 CF KING STREET CAP LTD CL S SER 53 FUND | FMV | $400 | $611 |
| 6090.23 CF KING STREET CAPITAL LTD - CLASS S SERIES 80 | FMV | $519,054 | $596,763 |
| 8766.88 CF KING STREET CAPITAL LTD CL S SER 60 | FMV | $803,293 | $971,788 |
| 506.04 CF KING STREET CAPITAL LTD CL S SER 65 | FMV | $43,568 | $42,072 |
| 165143.52 CF KING STREET CAPITAL LTD CLASS A SER 1 | FMV | $23,508,676 | $26,689,786 |
| 234.2 CF KING STREET CAPTIAL LTD CL S SER 75 FUND | FMV | $19,786 | $20,099 |
| 520.38 CF KING STREET CAPTIAL LTD CL S SER 85 FUND | FMV | $44,298 | $49,955 |
| 200000 CF REDWOOD OFFHSORE LTD CL A SER 166 FUND | FMV | $20,000,000 | $19,941,000 |
| 21324.33 CF TACONIC OPPORTUNITY OFFSHORE CL AA-NR-SER 1 FUND | FMV | $38,000,000 | $42,104,022 |
| 263113.68 CF MW EUREKA CL B2 USD SHARES FUND | FMV | $37,500,000 | $45,155,149 |
| 30000000 HIGHFIELDS CAPITAL IV | FMV | $30,000,000 | $32,295,301 |
| 336908.51 CF DAVIDSON KEMPNER IL (BVI) CL C TRANCHE 3 01 JAN 15 | FMV | $35,000,000 | $39,294,215 |
| 35000 CF SAMLYN OFFSHORE LTD CL A1 SUB-CL 3 SER 372 FD | FMV | $35,000,000 | $36,865,534 |
| 30000000 VALUEACT CAPITAL INTERNATIONAL I | FMV | $30,000,000 | $28,973,435 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 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 | $9,125 | $1,825 | $1,825 |
| OFFICE & COMPUTER | $27,058 | $13,530 | $13,528 | $13,528 |
| FURNITURE & FIXTURE | $84,075 | $30,027 | $54,048 | $54,048 |
| LEASEHOLD IMPROVEMENT | $43,359 | $36,132 | $7,227 | $7,227 |
| COMPUTER SOFTWARE | $14,845 | $7,422 | $7,423 | $7,423 |
| OFFICE & COMPUTER | $25,715 | $12,857 | $12,858 | $12,858 |
| LEASEHOLD IMPROVEMENT - 875 3RD AVE | $8,625 | $0 | $8,625 | $8,625 |
| OFFICE & COMPUTER | $11,680 | $1,168 | $10,512 | $10,512 |
| LEASEHOLD IMPROVEMENT - 875 3RD AVE | $6,180,700 | $0 | $6,180,700 | $6,180,700 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $186,019 | LegalFeesAmt |
| Net Investment Income | $73,498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $112,521 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAPS | $159,600 | $159,600 | $159,600 |
| RUGS AND CARPETS | $145,000 | $145,000 | $145,000 |
| EUROPEAN FURNITURE & DECORATIVE OBJECTS | $20,000 | $20,000 | $20,000 |
| FSA SECURITY DEPOSIT | $1,100 | $1,100 | $1,100 |
| CON EDISON SECURITY DEPOSIT | $5,445 | $5,445 | |
| DUE FROM BROKER | $23,763,266 | $29,855,490 | $29,855,490 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE DUE TO TAX BASIS IN EXCESS OF FMV OF CONTRIBUTED SECURITIES | Desc |
| Amt | $332,820,496 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $214,238 | $112,863 | $101,375 |
| DUES & SUBSCRIPTION | $48,123 | $34,590 | $13,533 |
| EMPLOYEE TRAINING | $13,873 | $4,000 | $9,873 |
| INSURANCE | $83,590 | $0 | $83,590 |
| LC FEES | $17,086 | $0 | $17,086 |
| MAINTENANCE & REPAIR | $14,361 | $1,436 | $12,925 |
| OFFICE EXPENSE | $47,608 | $4,761 | $42,847 |
| OTHER EXPENSES | $21,575 | $431 | $21,144 |
| PAYROLL SERVICES | $4,701 | $2,433 | $2,268 |
| SUPPLIES | $17,741 | $1,774 | $15,967 |
| TELEPHONE | $27,380 | $2,738 | $24,642 |
| UTILITIES | $5,174 | $0 | $5,174 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BREP VII | $1,974,112 | $411,484 | $1,974,112 |
| CARLYE REALTHY FOREIGN INVESTORS VII-A LP | $104,159 | $362,435 | $104,159 |
| DARUMA GINKGO FUND LP | $0 | -$168,847 | $0 |
| DEERFIELD HEALTHCARE INNOVATIONS FUND LP | $0 | -$62,564 | $0 |
| DW CATALYST OFFSHORE FUND, LTD. | $0 | $440,076 | $0 |
| EDGBASTON ASIAN EQUITY TRUST | $75,926 | $1,565,058 | $75,926 |
| GENERAL ATLANTIC | $58,161 | $128,806 | $58,161 |
| HIGHCLERE INTERNATIONAL INVESTORS SMID FUND | $11,294 | $583,991 | $11,294 |
| HIGHFIELDS CAPITAL IV LP | $0 | $703,377 | $0 |
| INSIGHT VENTURE PARTNERS (CAYMAN) IX, LP | $35,299 | -$559,637 | $35,299 |
| IP IV AIV LP (MHR) | $0 | -$101,612 | $0 |
| MHR INSTITUTIONAL PARTNERS IV LP | $18,485 | -$604,219 | $18,485 |
| RAINE PARTNERS II - AIV 2 LP | $113,954 | $57,910 | $113,954 |
| RAINE PARTNERS II LP | $0 | -$351,197 | $0 |
| WALTON STREET REAL ESTATE FUND VII-Q LP | $0 | -$26,899 | $0 |
| WALTON STREET REAL ESTATE FUND VIII LP | $0 | $0 | $0 |
| WELLINGTON TRUST COMPANY NA | $211,242 | $54,321 | $211,242 |
| REBATE INCOME | $88,218 | $88,218 | $88,218 |
| FOREIGN EXCHANGE LOSS | -$63,753 | -$63,753 | -$63,753 |
| UBTI FROM PARTNERSHIP K-1S | $4,105,331 | $4,105,331 | |
| LESS: K-1 UBTI REFLECTED FOR NET INV INC BUT NOT FOR BOOK | -$4,105,331 | -$4,105,331 | |
| DW CATALYST OFFSHORE FUND - BUILT-IN-GAIN | $0 | $5,296,420 | $5,296,420 |
| LESS: DW BUILT-IN-GAIN REFLECTED FOR NET INV INC BUT NOT FOR BOOK | $0 | -$5,296,420 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT & ADVISORY FEES | $7,305,378 | $7,305,378 | $0 |
| OTHER PROFESSIONAL FEES | $2,405,596 | $616,250 | $1,789,346 |
| CUSTODY FEES | $160,512 | $160,512 | $0 |
| PERFORMANCE FEES | $128,646 | $128,646 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,000,000 | $0 | $0 |
| STATE TAXES | $57,159 | $0 | $0 |
| FRANCHISE TAX | $175 | $0 | $0 |
| FOREIGN TAX PAID | $452,168 | $452,168 | $0 |
| PRIVATE FUND TAX WITHHOLDING | $27,569 | $0 | $0 |