RITA ALLEN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RITA ALLEN FOUNDATION (EIN 13-6116429)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202513089349100231
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T10:56:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136116429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA ALLEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 6096838010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 116 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085421116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH CHRISTOPHERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6096838010 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $203,250,624 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $813,781 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $813,781 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,934,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,403,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,413,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,283,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,813,322 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $326,208 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $289,588 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,487,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,319,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,013,493 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,013,493 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $551,224 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $551,224 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $480,973 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $480,973 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,833 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,833 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $77,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $77,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,269,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,211,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $114,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $22,487 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $245,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39,943 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $120,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $120,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $91,297 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,297 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $908 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $908 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $731,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $425,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $729,669 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,588,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,699,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,186,447 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,515,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,515,657 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,103,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,699,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,702,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,383,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,620,229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,733 | CashBOYAmt |
| Cash EOY | $124,032 | CashEOYAmt |
| Cash EOYFMV | $124,032 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,142,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,999,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,999,658 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $615,295 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $459,128 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $459,128 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $74,885,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,168,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,168,489 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $107,149,518 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $109,493,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $109,493,264 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,053 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,053 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,053 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $189,867,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,250,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $203,250,624 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $186,090,255 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $199,441,094 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,776,868 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,809,530 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $189,867,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,250,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,867,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,250,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $189,867,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,383,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,999,741 | OtherIncreasesAmt |
| Subtotal | $203,250,624 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $203,250,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $48,649,011 | $35,925,701 | $12,723,310 | $12,723,310 |
| COLCHIS INCOME FUND, LTD. | P | $111,228 | $96,574 | $14,654 | $14,654 |
| INDIA ACORN FUND CAYMAN LTD | P | $781,290 | $476,778 | $304,512 | $304,512 |
| YORK CREDIT OPPORTUNITIES | P | $403,583 | $420,521 | -$16,938 | -$16,938 |
| BOND II, L.P. | P | -$33,319 | -$33,319 | ||
| BOND III, LP | P | -$15,771 | -$15,771 | ||
| DALTON INVESTMENTS TRUST - SERIES B | P | $207,088 | $207,088 | ||
| ECHO STREET GOODCO SELECT II LP | P | $10,632 | $10,632 | ||
| FORESITE CAPITAL FUND V,LP | P | $361 | $361 | ||
| FORESITE CAPITAL FUND VI, L.P. | P | $4,313 | $4,313 | ||
| FORESITE CAPITAL OPPORTUNITY FUND V,LP | P | -$2,213 | -$2,213 | ||
| FUNDSMITH EQUITY FUND | P | $127,651 | $127,651 | ||
| GQG PARTNERS INTERNATIONAL EQUITY FUND | P | $715,376 | $715,376 | ||
| INNOVATION ENDEAVORS IV, LP | P | -$16,864 | -$16,864 | ||
| MAREN CAPITAL MAREN FUND LP | P | $406 | $406 | ||
| MGG SF EVERGREEN UNLEVERED FUND LP | P | -$62,441 | -$62,441 | ||
| NEW GENERATION TURNAROUND FUND (DELAWARE), LP | P | -$9,180 | -$9,180 | ||
| NOVALIS LIFESCIENCES INVESTMENTS II, LP | P | -$116,048 | -$116,048 | ||
| OWLS NEST PARTNERS LONG ONLY FUND, LP | P | -$42,696 | -$42,696 | ||
| THE OVERLOOK PARTNERS FUND, L.P. | P | -$2,089 | -$2,089 | ||
| WARBURG PINCUS GLOBAL GROWTH, L.P. | P | $6,902 | $6,902 | ||
| WARBURG PINCUS PRIVATE EQUITY XII(E&P) XII (B), L.P. | P | -$14,743 | -$14,743 | ||
| WARBURG PINCUS PRIVATE EQUITY XII, L.P. | P | $82,785 | $82,785 | ||
| WCM FOCUSED INTERNATIONAL OPPORTUNITIES | P | -$52,366 | -$52,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,813,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $217,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $217,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $217,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300,592 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $350,592 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $133,471 | OverpaymentAmt |
| Applied To ES Tax | $133,471 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RITAALLEN.ORG | WebsiteAddressTxt |
| Individual With Books | KARI WILLIAMS TREASURER | IndividualWithBooksNm |
| Phone | 6096838010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 116 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085421116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F GADSDEN | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | CHAIRPERSON OF THE BOARD | 2.00 | $7,000 | $0 | $0 |
| ELIZABETH G CHRISTOPHERSON | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | PRESIDENT & CEO | 40.00 | $584,825 | $88,275 | $0 |
| KARI A WILLIAMS | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | FINANCE, TREASURER | 40.00 | $190,000 | $45,746 | $0 |
| KATHERINE BELYI | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | SECRETARY/KNOWLEDGE (THRU JULY 2024) | 40.00 | $122,658 | $17,959 | $0 |
| ELIZABETH A FISHER | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | SECRETARY/PROJECT MGMT (FROM DEC 2024) | 40.00 | $97,010 | $39,659 | $0 |
| ANDREW K GOLDEN | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LANDON Y JONES | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR (DECEASED AUGUST 2024) | 1.00 | $0 | $0 | $0 |
| RODNEY PRIESTLEY PHD | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| SAMUEL S-H WANG PHD | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| SIVAN HONG | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THE HONORABLE THOMAS H KEAN | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARL NATHAN MD | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| DAVID NIRENBERG PHD | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RANDI CHMIELEWSKI | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | STRATEGIC ENGAGEMENT | 40.00 | $214,157 | $98,772 | $0 |
| JANIE SCURTI | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | EXECUTIVE ASSISTANT | 40.00 | $98,697 | $45,164 | $0 |
| TAMIKA DAVIS | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | PROGRAM ADMINISTRATI | 40.00 | $83,341 | $22,931 | $0 |
| NANCY KOVACEVICH | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | GRANTS ADMINISTRATIO | 40.00 | $55,487 | $7,768 | $0 |
| ATTAYAH DOUGLAS | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | PROGRAM RESEARCH AND | 40.00 | $53,713 | $7,760 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE COLONY GROUP LLC | |||||
| 599 LEXINGTON AVENUE 14TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $526,949 |
| BROWN ADVISORY MANAGEMENT LLC | |||||
| 901 S BOND STREET SUITE 400 | BALTIMORE | MD | 21231 | INVESTMENT MANAGEMENT | $279,282 |
| RODRIGUEZ COMMUNITY GROUP LLC | |||||
| 572 S GAYLORD | DENVER | CO | 80209 | HR & STAFFING | $65,725 |
| SHAPIRO CAPITAL MANAGEMENT | |||||
| 3060 PEACHTREE RD SUITE 1555 | ATLANTA | GA | 30305 | INVESTMENT MANAGEMENT | $58,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDLING:DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: SCHOLARS VIRTUAL AND IN-PERSON SYMPOSIA, PUBLICATIONS FOR THE FIELD, SCIENCE PHILANTHROPY ALLIANCE, HEALTH RESEARCH ALLIANCE) PAIN RESEARCH KNOWLEDGE AND FIELD BUILDING (EXAMPLES: PAIN SCHOLARS MEETINGS, PAIN RESEARCH FUNDING CALLS, PUBLICATIONS FOR THE FIELD) | Description1Txt |
| Expenses1 | $229,104 | Expenses1Amt |
| Description2 | CIVIC SCIENCE AND PHILANTHROPY KNOWLEDGE AND FIELD BUILDING:CIVIC SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: CIVIC SCIENCE FELLOWS VIRTUAL AND IN-PERSON LABS AND CONVENINGS, PRACTICE AND SCIENCE OF CIVIC SCIENCE ADVISORY COMMITTEE, CIVIC SCIENCE FELLOWS PROGRAM ADMINISTRATION AND PARTNERSHIPS DEVELOPMENT, CIVIC SCIENCE HUB AND RESOURCES, RESEARCH AND PUBLICATIONS FOR THE FIE LD, CIVIC SCIENCE NEWSLETTER, SCIENCE IN SOCIETY FUNDER COLLABORATIVE, OPEN RESEARCH FUNDERS GROUP, TRANSFORMING EVIDENCE NETWORK) OTHER PHILANTHROPY KNOWLEDGE AND FIELD BUILDING (EXAMPLES: FUND FOR SHARED INSIGHT, MEDIA IMPACT FUNDERS, PHILANTHROPY FOR ACTIVE CIVICENGAGEMENT) | Description2Txt |
| Expenses2 | $900,339 | Expenses2Amt |
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 | $191,748,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,374,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,122,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,122,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,986,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,135,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,806,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,806,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $217,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $217,121 | TotalTaxAmt |
| Distributable Before Adj | $9,589,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $692 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,590,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,590,368 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,702,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,702,104 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,590,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,089,092 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,702,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,089,092 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $613,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,977,356 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||||||||
| 136 IRVING STREET NORTONS WOODS | CAMBRIDGE | MA | 02138 | N/A | PC | BRIDGING THE GAP BETWEEN SCIENCE AND THE PUBLIC | $25,000 | |||||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | ||||||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | N/A | PC | BRINGING AI EXPERTISE TO THE FEDERAL GOVERNMENT | $50,000 | |||||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | ||||||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | N/A | PC | STEMM OPPORTUNITY ALLIANCE | $50,000 | |||||||
| AMERICAN PHYSICAL SOCIETY | ||||||||||||||
| ONE PHYSICS ELLIPSE | COLLEGE PARK | MD | 207403844 | N/A | PC | CIVIC SCIENCE FELLOW | $37,500 | |||||||
| ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC) | ||||||||||||||
| 818 CONNECTICUT AVENUE NW 7TH FLOOR | WASHINGTON | DC | 20006 | N/A | PC | CIVIC SCIENCE FELLOW | $29,730 | |||||||
| BAYLOR COLLEGE OF MEDICINE | ||||||||||||||
| ONE BAYLOR PLAZA MAIL STOP BCM100 | HOUSTON | TX | 77030 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $50,000 | |||||||
| BOSTON CHILDREN'S HOSPITAL TRUSTBOSTON CHILDREN'S HOSPITAL | ||||||||||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | N/A | PC | PROJECT SUPPORT | $13,000 | |||||||
| BOSTON UNIVERSITY | ||||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| BOSTON UNIVERSITY COLLEGE OF COMMUNICATION | ||||||||||||||
| 1 SILBER WAY 9TH FLOOR | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||||
| BOSTON UNIVERSITY COLLEGE OF COMMUNICATION | ||||||||||||||
| 1 SILBER WAY 9TH FLOOR | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||||
| BRANDEIS UNIVERSITY (WM) | ||||||||||||||
| 415 SOUTH STREET MAILSTOP 110 | WALTHAM | MA | 02454 | N/A | PC | ANNUAL SUPPORT | $190,000 | |||||||
| BROWN UNIVERSITY (PRIMARY) | ||||||||||||||
| 1 PROSPECT STREET PO BOX 1860 | PROVIDENCE | RI | 029121860 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| CALIFORNIA COUNCIL ON SCIENCE AND TECHNOLOGY | ||||||||||||||
| 1017 L ST 438 | SACRAMENTO | CA | 95814 | N/A | PC | GENERAL SUPPORT | $8,000 | |||||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||||||||
| 351 ARMS LABORATORY MC 206-31 | PASADENA | CA | 91125 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| CIENCIA PUERTO RICO | ||||||||||||||
| 55 HIGHT LANE | HAMDEN | CT | 06517 | N/A | PC | CIVIC SCIENCE PROGRAM | $50,000 | |||||||
| CIENCIA PUERTO RICO | ||||||||||||||
| 55 HIGHT LANE | HAMDEN | CT | 06517 | N/A | PC | GENERAL SUPPORT | $750 | |||||||
| CIENCIA PUERTO RICO | ||||||||||||||
| 55 HIGHT LANE | HAMDEN | CT | 06517 | N/A | PC | CIVIC SCIENCE FELLOW | $70,336 | |||||||
| CLIMATE CENTRAL | ||||||||||||||
| ONE PALMER SQUARE SUITE 330 | PRINCETON | NJ | 08542 | N/A | PC | CIVIC SCIENCE FELLOW | $60,000 | |||||||
| COLD SPRING HARBOR LABORATORY | ||||||||||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| COLUMBIA UNIVERSITY | ||||||||||||||
| 535 WEST 116TH STREET STE 202 | NEW YORK | NY | 10027 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| CORNELL UNIVERSITY | ||||||||||||||
| OFFICE OF SPONSORED PROGRAMS 373 | ITHACA | NY | 14853 | N/A | PC | CIVIC SCIENCE FELLOW | $60,000 | PINE TREE ROAD EAST HILL PLAZA | ||||||
| COUNCIL FOR THE ADVANCEMENT OF SCIENCE WRITING | ||||||||||||||
| PO BOX 910 | HEDGESVILLE | WV | 25427 | N/A | PC | GENERAL SUPPORT | $11,500 | |||||||
| COUNCIL ON FOUNDATIONS | ||||||||||||||
| 1255 23RD ST NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $9,000 | |||||||
| FALLING WALLS FOUNDATION GGMBH | ||||||||||||||
| N/A | PC | FALLING WALLS CIRCLE PLENARY TABLE | $50,000 | KOCHSTRABE 6/7 | BERLIN | GM | 10969 | |||||||
| HARVARD MEDICAL SCHOOL | ||||||||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| HARVARD MEDICAL SCHOOL | ||||||||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $110,000 | |||||||
| HARVARD UNIVERSITY | ||||||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $110,000 | |||||||
| INSTITUTE FOR ADVANCED STUDY | ||||||||||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | N/A | PC | CIVIC SCIENCE FELLOW | $100,000 | |||||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||||||
| 2715 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | THE FUTURE OF SCIENCE IS CIVIC | $63,000 | |||||||
| KAISER FAMILY FOUNDATION | ||||||||||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 94107 | N/A | PC | 2024 HEALTH COVERAGE FELLOWSHIP - GENERAL SUPPORT | $15,000 | |||||||
| LEGACY OF HOPE | ||||||||||||||
| 1939 FAIRMONT AVE | PHILADELPHIA | PA | 19130 | N/A | PC | GENERAL OPERATING SUPPORT | $131 | |||||||
| LEGACY OF HOPE | ||||||||||||||
| 1939 FAIRMONT AVE | PHILADELPHIA | PA | 19130 | N/A | PC | GENERAL OPERATING SUPPORT | $52 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||||
| DEPT OF BIOLOGY | CAMBRIDGE | MA | 021394307 | N/A | PC | BUILDING TRUST IN SCIENCE: CONFERENCE FOR A MORE INFORMED FUTURE | $30,000 | |||||||
| MCGILL UNIVERSITY (PRIMARY PAIN) | ||||||||||||||
| N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $50,000 | 845 SHERBROOKE ST WEST JAMES ADMIN | MONTREAL | CA | H3A 0G4 | BLDG 2ND FLOOR | QUEBEC | |||||
| MEDIA IMPACT FUNDERS | ||||||||||||||
| 200 WEST WASHINGTON SQUARE STE 200 | PHILADELPHIA | PA | 19106 | N/A | PC | PROJECT SUPPORT | $25,000 | |||||||
| MEDIA IMPACT FUNDERS | ||||||||||||||
| 200 WEST WASHINGTON SQUARE STE 200 | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||||
| MEDIA IMPACT FUNDERS | ||||||||||||||
| 200 WEST WASHINGTON SQUARE STE 200 | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL SUPPORT | $15,000 | |||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER (PRIMARY) | ||||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| MONTCLAIR STATE UNIVERSITY FOUNDATION | ||||||||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | N/A | PC | CENTER FOR COOPERATIVE MEDIA CIVIC SCIENCE FELLOW | $43,399 | |||||||
| MULTIPLIER | ||||||||||||||
| 548 MARKET ST | SAN FRANCISCO | CA | 941045401 | N/A | PC | CIVIC SCIENCE FUNDERS COLLABORATIVE | $200,000 | |||||||
| NATIONAL ACADEMY OF SCIENCES | ||||||||||||||
| 500 FIFTH ST | WASHINGTON | DC | 20001 | N/A | PC | IMPLICATIONS OF RECENT SUPREME COURT DECISIONS FOR AGENCY DECISION-MAKING | $25,000 | |||||||
| NATIONAL ACADEMY OF SCIENCES | ||||||||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | STANDING COMMITTEE ON ADVANCING SCIENCE COMMUNICATION | $100,000 | |||||||
| NATIONAL SCIENCE POLICY NETWORK | ||||||||||||||
| 548 MARKET ST | SAN FRANCISCO | CA | 941045401 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION | ||||||||||||||
| 1801 FAYETTEVILLE STREET | DURHAM | NC | 27707 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| PACE (PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT) | ||||||||||||||
| 1717 RHODE ISLAND AVE NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | CIVIC LANGUAGE PERCEPTIONS PROJECT | $25,000 | |||||||
| PHILANTHROPY NEW YORK | ||||||||||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $750 | |||||||
| RESEARCH FOUNDATION CUNY OBO ADVANCED SCIENCE RESEARCH CENTER | ||||||||||||||
| 85 SAINT NICHOLAS TERRACE | NEW YORK | NY | 100311264 | N/A | PC | CIVIC SCIENCE FELLOW | $60,000 | |||||||
| RESEARCHAMERICA | ||||||||||||||
| 241 18TH ST SOUTH SUITE 501 | ALEXANDRIA | VA | 22202 | N/A | PC | SETTING A STRATEGIC COURSE FOR CIVIC SCIENCE | $75,000 | |||||||
| RESEARCHAMERICA | ||||||||||||||
| 241 18TH ST SOUTH SUITE 501 | ALEXANDRIA | VA | 22202 | N/A | PC | CIVIC SCIENCE PROGRAM | $25,000 | |||||||
| RESEARCHAMERICA | ||||||||||||||
| 241 18TH ST SOUTH SUITE 501 | ALEXANDRIA | VA | 22202 | N/A | PC | STAC TASK FORCE TO ADVANCE U.S. COMPETITIVENESS IN THE 21ST CENTURY | $175,000 | |||||||
| RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY | ||||||||||||||
| 6100 MAIN STREET SUITE 120 | HOUSTON | TX | 77005 | N/A | PC | CIVIC SCIENCE PROGRAM | $35,000 | |||||||
| ROCKEDU SCIENCE OUTREACH AT THE ROCKEFELLER UNIVERSITY | ||||||||||||||
| 1230 YORK AVE PO BOX 53 | NEW YORK | NY | 10065 | N/A | PC | CIVIC SCIENCE ASSOCIATE | $105,000 | |||||||
| ROCKEFELLER UNIVERSITY - CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE | ||||||||||||||
| 1230 YORK AVE SUITE 123 | NEW YORK | NY | 10065 | N/A | PC | CIVIC SCIENCE FELLOW | $90,000 | |||||||
| ROSALIND FRANKLIN SOCIETY | ||||||||||||||
| 140 HUGUENOT STREET | NEW ROCHELLE | NY | 10801 | N/A | PC | PROJECT SUPPORT | $20,000 | |||||||
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | ||||||||||||||
| 33 KNIGHTSBRIDGE RD 2ND FLOOR EAST | PISCATAWAY | NJ | 08854 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $110,000 | |||||||
| RUTGERS THE STATE UNIVERSITY OF NEW JERSEY | ||||||||||||||
| N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $50,000 | 33 KNIGHTSBRIDGE RD 2ND FLOOR EAST | PISCATAWAY | CA | 08854 | QUEBEC | ||||||
| RUTGERS THE STATE UNIVERSITY OF NJ | ||||||||||||||
| 191 RYDERS LANE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | EAGLETON INSTITUTE CIVIC SCIENCE FELLOW | $39,750 | |||||||
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||||||||||
| PO BOX 85800 | SAN DIEGO | CA | 92186 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| SCIENCE COMMUNICATION LAB INC | ||||||||||||||
| 600 16TH ST STE 2240 | SAN FRANCISCO | CA | 94143 | N/A | PC | CIVIC SCIENCE FELLOW | $56,048 | |||||||
| SCIENCE FRIDAY INITIATIVE | ||||||||||||||
| 19 W 44TH STREET SUITE 412 | NEW YORK | NY | 10036 | N/A | PC | INCREASING ACCESS TO SCIENCE POLICY REPORTING | $50,000 | |||||||
| SCIENCE PHILANTHROPY ALLIANCE | ||||||||||||||
| 160 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY | ||||||||||||||
| PO BOX 13975 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||||
| ST BALDRICK'S FOUNDATION | ||||||||||||||
| 1333 SOUTH MAYFLOWER AVE SUITE 400 | MONROVIA | CA | 91016 | N/A | PC | GENERAL SUPPORT | $51 | |||||||
| STANFORD UNIVERSITY | ||||||||||||||
| OFFICE OF THE PRESIDENT BUILDING 10 | STANFORD | CA | 94305 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| STANFORD UNIVERSITY | ||||||||||||||
| OFFICE OF THE PRESIDENT BUILDING 10 | STANFORD | CA | 94305 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| STANFORD UNIVERSITY | ||||||||||||||
| OFFICE OF THE PRESIDENT BUILDING 10 | STANFORD | CA | 94305 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| STANFORD UNIVERSITY | ||||||||||||||
| OFFICE OF THE PRESIDENT BUILDING 10 | STANFORD | CA | 94305 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| STELLENBOSCH UNIVERSITY SOUTH AFRICA | ||||||||||||||
| N/A | PC | CIVIC SCIENCE IN SOUTH AFRICA | $25,000 | KROTOA BUILDING 2048 RYNEVELD | STELLENBOSCH | SF | 7600 | STREET | WESTERN CAPE | |||||
| STEM FROM DANCE INC | ||||||||||||||
| 315 EMPIRE BOULEVARD STE 250562 | BROOKLYN | NY | 11225 | N/A | PC | GENERAL SUPPORT | $300 | |||||||
| STONY BROOK FOUNDATION | ||||||||||||||
| 230 ADMINISTRATION STONY BROOK | STONY BROOK | NY | 117941188 | N/A | PC | SCIENCE COMMUNICATION FOR SCIENTISTS | $25,000 | UNIVERSITY | ||||||
| THE ASPEN INSTITUTE | ||||||||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | PC | SCIENCE AT THE BALLOT BOX: WHATS AT STAKE FOR SCIENCE | $30,000 | |||||||
| THE COMMUNICATIONS NETWORK | ||||||||||||||
| 1717 N NAPER BLVD SUITE 200-20 | NAPERVILLE | IL | 60563 | N/A | PC | CIRCLES | $15,000 | |||||||
| THE JOHNS HOPKINS UNIVERSITY | ||||||||||||||
| JOHNS HOPKINS UNIVERSITY 242 | BALTIMORE | MD | 21218 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $110,000 | GARLAND HALL 3400 N CHARLES STREET | ||||||
| THE KAVLI CENTER FOR ETHICS SCIENCE AND THE PUBLIC | ||||||||||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 947101749 | N/A | PC | CIVIC SCIENCE FELLOW | $65,000 | |||||||
| THE KAVLI CENTER FOR ETHICS SCIENCE AND THE PUBLIC | ||||||||||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 947101749 | N/A | PC | CIVIC SCIENCE FELLOW | $50,000 | |||||||
| THE KNOWLEDGE HOUSE FELLOWSHIP INC | ||||||||||||||
| 26 BRUCKNER BLVD | BRONX | NY | 10454 | N/A | PC | CIVIC SCIENCE FELLOW | $50,000 | |||||||
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||||||||||
| 2583 GATEWAY DR SUITE 130 | STATE COLLEGE | PA | 168013098 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 947101749 | N/A | PC | DATA INNOVATION LAB CIVIC SCIENCE FELLOW | $10,103 | |||||||
| THE ROCKEFELLER UNIVERSITY (PRIMARY) | ||||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| THE ROCKEFELLER UNIVERSITY (PRIMARY) | ||||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| THE STEM ADVOCACY INSTITUTE INC | ||||||||||||||
| 6 LIBERTY SQ PMB 255 | BOSTON | MA | 02109 | N/A | PC | CIVIC SCIENCE MEDIA LAB | $25,000 | |||||||
| THE STEM ADVOCACY INSTITUTE INC | ||||||||||||||
| 6 LIBERTY SQ PMB 255 | BOSTON | MA | 02109 | N/A | PC | CIVIC SCIENCE MEDIA LAB | $20,000 | |||||||
| THE UNIVERSITY OF TEXAS AT DALLAS | ||||||||||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 750803021 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $50,000 | |||||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNENBERG PUBLIC POLICY CENTER | ||||||||||||||
| 202 S 36TH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | CIVIC SCIENCE FELLOWS PROGRAM | $34,000 | |||||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNENBERG PUBLIC POLICY CENTER | ||||||||||||||
| 202 S 36TH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | ANNENBERG PUBLIC POLICY CENTER CIVIC SCIENCE FELLOW | $16,018 | |||||||
| TUFTS UNIVERSITY | ||||||||||||||
| RESEARCH ADMINISTRATION 136 | BOSTON | MA | 021111817 | N/A | PC | CIVIC SCIENCE FELLOWSHIP NETWORK SUPPORT | $30,389 | HARRISON AVE | ||||||
| UF FOUNDATION INC | ||||||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 326049949 | N/A | PC | GENERAL SUPPORT | $4,000 | |||||||
| UNITED JEWISH APPEAL (WM) | ||||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | ANNUAL SUPPORT | $95,000 | |||||||
| UNITED STATES ASSOCIATION FOR THE STUDY OF PAIN | ||||||||||||||
| 7 GLADDEN ROAD | ANNAPOLIS | MD | 21401 | N/A | PC | PROJECT SUPPORT | $1,000 | |||||||
| UNITED STATES ASSOCIATION FOR THE STUDY OF PAIN | ||||||||||||||
| 7 GLADDEN ROAD | ANNAPOLIS | MD | 21401 | N/A | PC | GENERAL SUPPORT | $15,000 | |||||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||||||
| 600 16TH STREET | SAN FRANCISCO | CA | 94158 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||||||
| SCHOOL OF MEDICINE 513 PARNASSUS | SAN FRANCISCO | CA | 941430410 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $110,000 | AVENUE | ||||||
| UNIVERSITY OF MICHIGAN | ||||||||||||||
| 2074 FLEMING ADMINISTRATION | ANN ARBOR | MI | 481091340 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $110,000 | BUILDING 503 THOMPSON STREET | ||||||
| UNIVERSITY OF RHODE ISLAND FOUNDATION | ||||||||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| UNIVERSITY OF WASHINGTON | ||||||||||||||
| PO BOX 356350 | SEATTLE | WA | 981956350 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| VANDERBILT UNIVERSITY | ||||||||||||||
| CHANCELLORS OFFICE 211 KIRKLAND | NASHVILLE | TN | 37212 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | HALL | ||||||
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||||||||
| CAMPUS PO BOX 1192 | ST LOUIS | MO | 63130 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| WILLIAMS COLLEGE ALUMNI FUND | ||||||||||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL SUPPORT | $50 | |||||||
| YALE UNIVERSITY | ||||||||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| YALE UNIVERSITY | ||||||||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| YALE UNIVERSITY | ||||||||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | N/A | PC | RITA ALLEN FOUNDATION SCHOLARS PROGRAM | $100,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,515,657 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||||||||
| 136 IRVING STREET NORTONS WOODS | CAMBRIDGE | MA | 02138 | N/A | PC | BRIDGING THE GAP BETWEEN SCIENCE AND THE PUBLIC | $25,000 | ||||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | |||||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | N/A | PC | STEMM OPPORTUNITY ALLIANCE | $50,000 | ||||||
| AMERICAN PHYSICAL SOCIETY | |||||||||||||
| ONE PHYSICS ELLIPSE | COLLEGE PARK | MD | 207403844 | N/A | PC | CIVIC SCIENCE FELLOW | $12,500 | ||||||
| ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC) | |||||||||||||
| 818 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20006 | N/A | PC | CIVIC SCIENCE FELLOW | $9,970 | ||||||
| CIENCIA PUERTO RICO | |||||||||||||
| 55 HIGHT LANE | HAMDEN | CT | 06517 | N/A | PC | CIVIC SCIENCE FELLOW | $16,704 | ||||||
| CLIMATE CENTRAL | |||||||||||||
| ONE PALMER SQUARE SUITE 330 | PRINCETON | NJ | 08542 | N/A | PC | CIVIC SCIENCE FELLOW | $20,000 | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| OFFICE OF SPONSORED PROGRAMS 373 | ITHACA | NY | 14853 | N/A | PC | CIVIC SCIENCE FELLOW | $18,081 | PINE TREE ROAD EAST HILL PLAZA | |||||
| FRANKLIN INSTITUTE | |||||||||||||
| 222 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | N/A | PC | CIVIC SCIENCE FELLOW | $80,000 | ||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 2715 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | THE FUTURE OF SCIENCE IS CIVIC | $100,000 | ||||||
| MONTCLAIR STATE UNIVERSTIY FOUNDATION | |||||||||||||
| 1 NORMAL AVENUE | MONTCLAIR | NJ | 07043 | N/A | PC | CIVIC SCIENCE FELLOW | $14,287 | ||||||
| MORGRIDGE INSTITUTE FOR RESEARCH | |||||||||||||
| 330 NORTH ORCHARD STREET | MADISON | WI | 53715 | N/A | PC | CIVIC SCIENCE FELLOW | $87,559 | ||||||
| NATIONAL ACADEMY OF SCIENCES | |||||||||||||
| 500 FIFTH ST | WASHINGTON | DC | 20001 | N/A | PC | AGENCY DECISION-MAKING WORKSHOP | $50,000 | ||||||
| RESEARCH FOUNDATION CUNY OBO ADVANCED SCIENCE RESEARCH CENTER | |||||||||||||
| 85 SAINT NICHOLAS TERRACE | NEW YORK | NY | 100311264 | N/A | PC | CIVIC SCIENCE FELLOW | $20,000 | ||||||
| RESEARCHAMERICA | |||||||||||||
| 241 18TH ST SOUTH | ALEXANDRIA | VA | 22202 | N/A | PC | STAC TASK FORCE | $25,000 | ||||||
| RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY | |||||||||||||
| 6100 MAIN STREET SUITE 120 | HOUSTON | TX | 77005 | N/A | PC | CIVIC SCIENCE FELLOW | $15,000 | ||||||
| ROCKEFELLER UNIVERSITY CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE | |||||||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | CIVIC SCIENCE FELLOW | $20,000 | ||||||
| RUTGERS THE STATE UNIVERSITY OF NJ | |||||||||||||
| 191 RYDERS LANE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | CIVIC SCIENCE FELLOW | $12,750 | ||||||
| SCIENCE COMMUNICATION LAB INC | |||||||||||||
| 600 16TH ST STE 2240 | SAN FRANCISCO | CA | 94143 | N/A | PC | CIVIC SCIENCE FELLOW | $17,338 | ||||||
| SCIENCE PHILANTHROPY ALLIANCE | |||||||||||||
| 1259 EL CAMINO REAL UNIT 1100 | MENLO PARK | CA | 94025 | N/A | PC | CIVIC SCIENCE FELLOW | $65,000 | ||||||
| STELLENBOSCH UNIVERSITY SOUTH AFRICA | |||||||||||||
| N/A | PC | CIVIC SCIENCE PROGRAM | $25,000 | KROTOA BUILDING 2048 | STELLENBOSCH | WESTERN CAPE | SF | 7600 | |||||
| STONY BROOK FOUNDATION | |||||||||||||
| 230 ADMINISTRATION STONY BROOK | STONY BROOK | NY | 117941188 | N/A | PC | SCIENCE COMMUNICATION FOR SCIENTISTS | $25,000 | UNIVERSITY | |||||
| THE ASPEN INSTITUTE | |||||||||||||
| 2300 N STREET NW | WASHINGTON | DC | 20037 | N/A | PC | SCIENCE AT THE BALLOT BOX | $20,000 | ||||||
| THE COMMUNICATIONS NETWORK | |||||||||||||
| 1717 N NAPER BLVD SUITE 200-20 | NAPERVILLE | IL | 60563 | N/A | PC | CIRCLES | $15,000 | ||||||
| THE KAVLI CENTER FOR ETHICS SCIENCE AND THE PUBLIC | |||||||||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 947101749 | N/A | PC | CIVIC SCIENCE FELLOW | $15,000 | ||||||
| THE KNOWLEDGE HOUSE FELLOWSHIP INC | |||||||||||||
| 26 BRUCKNER BLVD | BRONX | NY | 10454 | N/A | PC | CIVIC SCIENCE FELLOW | $15,000 | ||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | |||||||||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 94710 | N/A | PC | HAAS DATA INNOVATION LAB | $8,900 | ||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||||||
| UCLA CHANCELLLORS OFFICE 2211 | LOS ANGELES | CA | 90095 | N/A | PC | CIVIC SCIENCE FELLOW | $80,000 | MURPHY HALL | |||||
| THE STEM ADVOCACY INSTITUTE INC | |||||||||||||
| 6 LIBERTY SQ | BOSTON | MA | 02109 | N/A | PC | CIVIC SCIENCE MEDIA LAB PROGRAM | $5,000 | ||||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNENBERG PUBLIC POLICY CENTER | |||||||||||||
| 202 S 36TH STREET | PHILADELPHIA | PA | 19104 | N/A | PC | CIVIC SCIENCE FELLOW | $5,557 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $873,646 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $813,781 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,934,308 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325,516 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,413,258 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,487,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,487,555 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT AND TAX RETURNS PREPARATION | $47,350 | $0 | $47,350 |
| BOOKKEEPING | $30,000 | $0 | $30,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES 3029 SHARES | $342,610 | $342,610 |
| ACCENTURE PLC 844 SHARES | $296,911 | $296,911 |
| ADOBE INC 2047 SHARES | $910,260 | $910,260 |
| ADOBE INC 751 SHARES | $333,955 | $333,955 |
| AGILENT TECHNOLOGIES INC 6089 SHARES | $817,996 | $817,996 |
| AIRBNB INC 2100 SHARES | $275,960 | $275,960 |
| ALIGN TECHNOLOGY INC 2837 SHARES | $591,542 | $591,542 |
| ALPHABET INC 10234 SHARES | $1,937,295 | $1,937,295 |
| ALPHABET INC 13607 SHARES | $2,591,316 | $2,591,316 |
| ALPHABET INC 2230 SHARES | $424,680 | $424,680 |
| ALPHABET INC 3027 SHARES | $576,461 | $576,461 |
| AMAZON.COM INC 14285 SHARES | $3,133,986 | $3,133,986 |
| AMAZON.COM INC 4937 SHARES | $1,083,128 | $1,083,128 |
| AMER SPORTS INC 51825 SHARES | $1,449,027 | $1,449,027 |
| AMERICAN INTERNATIONAL GROUP 14622 SHARES | $1,064,482 | $1,064,482 |
| ANALOG DEVICES INC 4217 SHARES | $895,944 | $895,944 |
| APPLE INC 1665 SHARES | $416,949 | $416,949 |
| APPLE INC 9382 SHARES | $2,349,440 | $2,349,440 |
| AUTODESK INC 4041 SHARES | $1,194,398 | $1,194,398 |
| AXALTA COATING SYSTEMS LTD 5100 SHARES | $174,522 | $174,522 |
| BAKER HUGHES CO 21898 SHARES | $898,256 | $898,256 |
| BANK OF AMERICA CORP 17561 SHARES | $771,806 | $771,806 |
| BANK OF AMERICA CORP 9600 SHARES | $421,920 | $421,920 |
| BAXTER INTERNATIONAL INC 12500 SHARES | $364,500 | $364,500 |
| BERKSHIRE HATHAWAY INC 5807 SHARES | $2,632,197 | $2,632,197 |
| BERKSHIRE HATHAWAY INC 910 SHARES | $412,485 | $412,485 |
| BLACKSTONE INC 2970 SHARES | $512,087 | $512,087 |
| BOOKING HOLDINGS INC 345 SHARES | $1,714,105 | $1,714,105 |
| BRIGHT HORIZONS FAMILY SOLUTIO 5266 SHARES | $583,736 | $583,736 |
| CANADIAN NATIONAL RAILWAY CO 6352 SHARES | $644,792 | $644,792 |
| CARMAX INC 8739 SHARES | $714,501 | $714,501 |
| CARRIER GLOBAL CORP 13752 SHARES | $938,712 | $938,712 |
| CORNING INC 3650 SHARES | $173,448 | $173,448 |
| COSTAR GROUP INC 1781 SHARES | $127,502 | $127,502 |
| DANAHER CORP 2951 SHARES | $677,402 | $677,402 |
| DEVON ENERGY CORP 6500 SHARES | $212,745 | $212,745 |
| DUN & BRADSTREET HOLDINGS INC 14400 SHARES | $179,424 | $179,424 |
| EDWARDS LIFESCIENCES CORP 20088 SHARES | $1,487,115 | $1,487,115 |
| ELANCO ANIMAL HEALTH INC 35200 SHARES | $426,272 | $426,272 |
| ELEVANCE HEALTH INC 2828 SHARES | $1,043,249 | $1,043,249 |
| ELI LILLY & CO 355 SHARES | $274,060 | $274,060 |
| FERGUSON ENTERPRISES INC 5219 SHARES | $905,862 | $905,862 |
| FIRST CITIZENS BANCSHARES INC/ 744 SHARES | $1,572,087 | $1,572,087 |
| FISERV INC 8434 SHARES | $1,732,512 | $1,732,512 |
| GARTNER INC 260 SHARES | $125,962 | $125,962 |
| GE AEROSPACE 4695 SHARES | $783,079 | $783,079 |
| GRAPHIC PACKAGING HOLDING CO 14100 SHARES | $382,956 | $382,956 |
| ILLUMINA INC 4833 SHARES | $645,834 | $645,834 |
| INTUIT INC 2179 SHARES | $1,369,502 | $1,369,502 |
| ISHARES CORE S&P 500 ETF 9,374.0000 SHARES | $1,500,545 | $1,500,545 |
| KKR & CO INC 23093 SHARES | $3,415,686 | $3,415,686 |
| KLA CORP 927 SHARES | $584,121 | $584,121 |
| L3HARRIS TECHNOLOGIES INC 1765 SHARES | $371,144 | $371,144 |
| LIONS GATE ENTERTAINMENT CORP 45000 SHARES | $339,750 | $339,750 |
| LOWE'S COS INC 2906 SHARES | $717,201 | $717,201 |
| MASTERCARD INC 6099 SHARES | $3,211,550 | $3,211,550 |
| MASTERCARD INC 850 SHARES | $447,585 | $447,585 |
| META PLATFORMS INC 5758 SHARES | $3,371,367 | $3,371,367 |
| MICRON TECHNOLOGY INC 4625 SHARES | $389,240 | $389,240 |
| MICROSOFT CORP 10701 SHARES | $4,510,472 | $4,510,472 |
| MICROSOFT CORP 1591 SHARES | $670,607 | $670,607 |
| MOHAWK INDUSTRIES INC 1950 SHARES | $232,304 | $232,304 |
| MSCI INC 525 SHARES | $315,005 | $315,005 |
| NASDAQ INC 4740 SHARES | $366,449 | $366,449 |
| NCR VOYIX CORP 28500 SHARES | $394,440 | $394,440 |
| NETFLIX INC 472 SHARES | $420,703 | $420,703 |
| NOMAD FOODS LTD 38921 SHARES | $653,094 | $653,094 |
| NOVO NORDISK A/S ADR 1506 SHARES | $129,546 | $129,546 |
| OKTA INC 3655 SHARES | $288,014 | $288,014 |
| ORACLE CORP 2820 SHARES | $469,925 | $469,925 |
| PAYCOM SOFTWARE INC 767 SHARES | $157,212 | $157,212 |
| PENN ENTERTAINMENT INC 19600 SHARES | $388,472 | $388,472 |
| PINTEREST INC 12200 SHARES | $353,800 | $353,800 |
| PROGRESSIVE CORP/THE 4668 SHARES | $1,118,499 | $1,118,499 |
| SENSATA TECHNOLOGIES HOLDING P 10600 SHARES | $290,440 | $290,440 |
| SERVICENOW INC 415 SHARES | $439,950 | $439,950 |
| SHOPIFY INC 4089 SHARES | $434,783 | $434,783 |
| SS&C TECHNOLOGIES HOLDINGS INC 4600 SHARES | $348,588 | $348,588 |
| SUNCOR ENERGY INC 33243 SHARES | $1,186,110 | $1,186,110 |
| TAIWAN SEMICONDUCTOR MANUFACTU ADR 12939 SHARES | $2,555,323 | $2,555,323 |
| THERMO FISHER SCIENTIFIC INC 652 SHARES | $339,190 | $339,190 |
| TJX COS INC/THE 8928 SHARES | $1,078,592 | $1,078,592 |
| T-MOBILE US INC 4686 SHARES | $1,034,341 | $1,034,341 |
| TOPGOLF CALLAWAY BRANDS CORP 25900 SHARES | $203,574 | $203,574 |
| UBER TECHNOLOGIES INC 12076 SHARES | $728,424 | $728,424 |
| ULTRA CLEAN HOLDINGS INC 4700 SHARES | $168,965 | $168,965 |
| UNITED RENTALS INC 2058 SHARES | $1,449,738 | $1,449,738 |
| UNITEDHEALTH GROUP INC 305 SHARES | $154,287 | $154,287 |
| UNITEDHEALTH GROUP INC 4830 SHARES | $2,443,304 | $2,443,304 |
| VISA INC 10297 SHARES | $3,254,264 | $3,254,264 |
| VISA INC 1617 SHARES | $511,037 | $511,037 |
| WALT DISNEY CO/THE 4400 SHARES | $489,940 | $489,940 |
| WORKDAY INC 2534 SHARES | $653,848 | $653,848 |
| WORKDAY INC 999 SHARES | $257,772 | $257,772 |
| ZIMMER BIOMET HOLDINGS INC 3990 SHARES | $421,464 | $421,464 |
| ZOETIS INC 1957 SHARES | $318,854 | $318,854 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $459,128 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $459,128 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (57 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARGYLE | FMV | $1,977,942 | $1,977,942 |
| BOND CAPITAL FUND LP | FMV | $1,551,327 | $1,551,327 |
| BOND II, LP | FMV | $816,211 | $816,211 |
| BOND III, LP | FMV | $402,634 | $402,634 |
| COLCHIS INCOME FUND LTD | FMV | $147,588 | $147,588 |
| DALTON ASIA PACIFIC | FMV | $2,941,200 | $2,941,200 |
| DG VALUE PARTNERS II OFFSHORE FUND | FMV | $3,126,063 | $3,126,063 |
| FDAF DISLOCATED ASSET FUND II (CAYMAN) LIMITED | FMV | $530,690 | $530,690 |
| FDAF DISLOCATED ASSET FUND III(CAYMAN) LIMITED | FMV | $1,328,289 | $1,328,289 |
| FDAF DISLOCATED ASSET FUND IV (CAYMAN) LIMITED | FMV | $2,441,616 | $2,441,616 |
| FHLMC MULTICLASS MTG 5035 ZA | FMV | $128,861 | $128,861 |
| FHLMC MULTICLASS MTG 5352 KA | FMV | $144,403 | $144,403 |
| FHLMC MULTICLASS MTG 5441 JL | FMV | $303,825 | $303,825 |
| FHLMC POOL #RJ-1927 | FMV | $1,067,499 | $1,067,499 |
| FNMA GTD REMIC P/T 13-20 YZ | FMV | $173,119 | $173,119 |
| FNMA GTD REMIC P/T 20-22 DY | FMV | $252,308 | $252,308 |
| FNMA GTD REMIC P/T 21-57 Y | FMV | $209,618 | $209,618 |
| FNMA GTD REMIC P/T 22-57 ZG | FMV | $544,462 | $544,462 |
| FNMA POOL #0CB8982 | FMV | $1,136,736 | $1,136,736 |
| FNMA POOL #0FS7064 | FMV | $235,273 | $235,273 |
| FORESITE CAPITAL FUND V LP | FMV | $475,505 | $475,505 |
| FORESITE CAPITAL FUND VI LP | FMV | $457,488 | $457,488 |
| FORESITE CAPITAL OPPORTUNITY FUND V, L.P. | FMV | $116,948 | $116,948 |
| FUNDSMITH EQUITY FUND LP CLASS | FMV | $5,099,745 | $5,099,745 |
| GMO RESOURCES FUND-III | FMV | $2,541,421 | $2,541,421 |
| GNMA GTD REMIC P/T 17-38 Z | FMV | $579,299 | $579,299 |
| GNMA GTD REMIC P/T 21-156 CZ | FMV | $246,365 | $246,365 |
| GNMA GTD REMIC P/T 22-127 QM | FMV | $444,136 | $444,136 |
| GNMA GTD REMIC P/T 22-139 ZE | FMV | $114,677 | $114,677 |
| GNMA GTD REMIC P/T 22-152 CN | FMV | $410,983 | $410,983 |
| GNMA GTD REMIC P/T 22-152 DN | FMV | $515,642 | $515,642 |
| GNMA GTD REMIC P/T 22-18 PZ | FMV | $173,277 | $173,277 |
| GNMA GTD REMIC P/T 23-106 LZ | FMV | $279,836 | $279,836 |
| GNMA GTD REMIC P/T 23-18 AZ | FMV | $497,937 | $497,937 |
| GNMA GTD REMIC P/T 23-56 KJ | FMV | $191,132 | $191,132 |
| GNMA GTD REMIC P/T 23-7 Z | FMV | $436,848 | $436,848 |
| GNMA GTD REMIC P/T 23-99 EL | FMV | $343,320 | $343,320 |
| GQG PARTNERS INTERNATIONAL | FMV | $3,257,079 | $3,257,079 |
| INDIA ACORN FUND (CAYMAN) LTD | FMV | $4,699,665 | $4,699,665 |
| INNOVATION ENDEAVORS IV LP | FMV | $761,474 | $761,474 |
| MAINGATE MLP FUND-I | FMV | $6,895,234 | $6,895,234 |
| MAREN CAPITAL | FMV | $8,596,172 | $8,596,172 |
| MGG SF EVERGREEN UNLEVERED | FMV | $4,139,245 | $4,139,245 |
| NOVALIS LIFESCIENCES INVESTMENTS II, LP | FMV | $990,799 | $990,799 |
| NOVALPINA CAPITAL PTNRS I SCSP | FMV | $819,933 | $819,933 |
| ORCHARD LIQUID CREDIT FUND | FMV | $1,718,621 | $1,718,621 |
| OVERLOOK PARTNERS FD LP | FMV | $3,430,340 | $3,430,340 |
| OWLS NEST PARTNERS | FMV | $2,685,259 | $2,685,259 |
| THIRD POINT OFFSHORE FUND LTD | FMV | $3,148,683 | $3,148,683 |
| THIRD POINT STRUCTURED CREDIT OPPORTUNITIES OFFSHORE FUND LP | FMV | $4,891,176 | $4,891,176 |
| VANGUARD ST TRSY INDX | FMV | $21,246,086 | $21,246,086 |
| WARBURG PINCUS GLOBAL GROWTH | FMV | $2,333,948 | $2,333,948 |
| WARBURG PINCUS GLOBAL GROWTH 14 | FMV | $1,203,951 | $1,203,951 |
| WARBURG PINCUS PE XII LP | FMV | $1,821,246 | $1,821,246 |
| WCM FOCUSED INTERNATIONAL OPPORTUNITIES FUND LP | FMV | $1,238,209 | $1,238,209 |
| WF ASIAN SMALLER COMPANIES | FMV | $3,182,701 | $3,182,701 |
| YORK CREDIT OPPORTUNITIES | FMV | $49,220 | $49,220 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $6,833 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,833 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $6,053 | BOYBookValueAmt |
| EOY Book Value | $6,053 | EOYBookValueAmt |
| EOYFMV | $6,053 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $13,674 | $0 | $13,674 |
| OFFICE EXPENSES | $6,005 | $0 | $6,005 |
| MEMBERSHIPS AND DUES | $30,824 | $0 | $30,824 |
| ANNUAL REPORT FILING | $1,533 | $0 | $1,533 |
| SCIENTIFIC ADVISORY HONORARIA | $42,000 | $0 | $42,000 |
| PAYROLL SERVICE | $4,379 | $0 | $4,379 |
| GRANT SOFTWARE & WEB SERVICES | $50,002 | $0 | $50,002 |
| OFFICE FURNITURE AND EQUIPMENT | $15,529 | $0 | $15,529 |
| PROGRAM/COMMUNICATIONS EXPENSE | $116,298 | $0 | $116,298 |
| SYMPOSIUMS AND WORKSHOP | $110,729 | $0 | $110,729 |
| OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1S | $0 | $423,768 | $0 |
| DIRECT CHARITABLE ACTIVITES | $338,388 | $0 | $338,388 |
| BANK FEES | $1,763 | $1,763 | $0 |
| STAFF DEVELOPMENT | $308 | $0 | $308 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $321,132 | $0 | $321,132 |
| CLASS ACTION SETTLEMENT | $1,535 | $1,535 | $1,535 |
| OTHER MISCELLANEOUS INCOME | $2,849 | $2,849 | $2,849 |
| OTHER INVESTMENT INCOME THROUGH SCHEDULE K-1S | $0 | $285,204 | $0 |
| GRANT REFUNDS | $692 | $692 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,999,741 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAL, ADVISORY AND MANAGEMENT FEES | $1,154,928 | $1,211,606 | $0 |
| OTHER PROFESSIONAL FEES | $3,494 | $0 | $3,494 |
| IT SERVICES | $13,200 | $0 | $13,200 |
| HR AND STAFFING CONSULTANTS | $97,806 | $0 | $97,806 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $245,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD THROUGH SCHEDULE K-1S | $0 | $39,943 | $0 |