JOHN A HARTFORD FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JOHN A HARTFORD FOUNDATION (EIN 13-1667057)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-15
IRS object ID
202602589349100025
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-15T11:07:10-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131667057EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOHN A HARTFORD FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone2128327788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 EAST 59TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUA EVA CHENGPersonNm
Person TitleVP, FINANCE & CFOPersonTitleTxt
Phone2128327788PhoneNum
Signature2026-09-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$776,314,329FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$747,769InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$747,769InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,587,529DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,587,529DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,331,555NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$183,177,228GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,331,555CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$392,506OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$417,061OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$85,274,347TotalRevAndExpnssAmt
Total Net Invst Incm$85,249,792TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,402,598CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$89,933CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,312,665CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,157,658OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$40,400OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,117,258OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,451,254PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$61,388PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,456,333PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$39,163LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$36,710LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$54,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$27,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$27,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,550,331OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,794,768OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,714,444OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,142,878TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$65,619DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$274,591OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,375OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$270,277OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$490,192TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$14,383TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$527,271TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$107,741PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$107,741PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$447,566OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,125OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$438,158OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,183,591TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,046,372TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,007,857TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,717,169ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,484,063ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,900,760TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,046,372TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,491,920TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,373,587ExcessRevenueOverExpensesAmt
Net Investment Income$82,203,420NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,597,577SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,571,545SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,571,545SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$114,502PrepaidExpensesBOYAmt
Prepaid Expenses EOY$180,738PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$180,738PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$11,220,538USGovernmentObligationsBOYAmt
US Government Obligations EOY$23,774,021USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$23,774,021USGovtObligationsEOYFMVAmt
Corporate Stock BOY$210,552,419CorporateStockBOYAmt
Corporate Stock EOY$243,694,641CorporateStockEOYAmt
Corporate Stock EOYFMV$243,694,641CorporateStockEOYFMVAmt
Corporate Bonds BOY$115,890,500CorporateBondsBOYAmt
Corporate Bonds EOY$126,084,275CorporateBondsEOYAmt
Corporate Bonds EOYFMV$126,084,275CorporateBondsEOYFMVAmt
Other Investments BOY$364,495,465OtherInvestmentsBOYAmt
Other Investments EOY$356,270,678OtherInvestmentsEOYAmt
Other Investments EOYFMV$356,270,678OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,757,951LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,221,739LandBldgEquipAccumDeprecAmt
Land BOY$427,163LandBOYAmt
Land EOY$536,212LandEOYAmt
Land EOYFMV$536,212LandEOYFMVAmt
Other Assets BOY$76,720OtherAssetsBOYAmt
Other Assets EOY$202,219OtherAssetsEOYAmt
Other Assets EOYFMV$202,219OtherAssetsEOYFMVAmt
Total Assets BOY$721,374,884TotalAssetsBOYAmt
Total Assets EOY$776,314,329TotalAssetsEOYAmt
Total Assets EOYFMV$776,314,329TotalAssetsEOYFMVAmt
Accounts Payable BOY$819,417AccountsPayableBOYAmt
Accounts Payable EOY$810,413AccountsPayableEOYAmt
Grants Payable BOY$29,130,966GrantsPayableBOYAmt
Grants Payable EOY$26,364,072GrantsPayableEOYAmt
Other Liabilities BOY$4,181,396OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,205,479OtherLiabilitiesEOYAmt
Total Liabilities BOY$34,131,779TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,379,964TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$687,243,105NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$744,934,365NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$687,243,105TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$744,934,365TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$721,374,884TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$776,314,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$687,243,105TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,373,587ExcessRevenueOverExpensesAmt
Other Increases$7,420,823OtherIncreasesAmt
Subtotal$745,037,515SubtotalAmt
Other Decreases$103,150OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$744,934,365TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STOCKS & COMMINGLED FUNDSP$139,586,708$67,827,144$71,759,564$71,759,564
FIXED-INCOME FUNDSP$39,499,214$40,018,529-$519,315-$519,315
PRIVATE FUNDSP$4,080,299$4,080,299$4,080,299
CLASS ACTION & MISC.P$11,007$11,007$11,007
FieldValueIRS element (for citing)
Capital Gain Net Income$75,331,555CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,142,628InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,142,628SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,142,628TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,220,885EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$210,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,430,885TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$288,257OverpaymentAmt
Applied To ES Tax$288,257AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JOHNAHARTFORD.ORGWebsiteAddressTxt
Individual With BooksEVA CHENGIndividualWithBooksNm
Phone2128327788PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 EAST 59TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN R MACH JR MD
55 E 59TH STREETNEW YORKNY10022CHAIR2.10$16,000$0$0
ELIZABETH A PALMER
55 E 59TH STREETNEW YORKNY10022CO VICE-CHAIR1.90$15,500$0$0
EARL A SAMSON III
55 E 59TH STREETNEW YORKNY10022CO VICE-CHAIR2.00$16,000$0$0
JOHN H ALLEN
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.50$14,000$0$0
GINNA BAIK
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.50$14,000$0$0
LIAM DONOHUE
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.30$14,000$0$0
CHARLES M FARKAS
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.30$13,000$0$0
DAVID DI MARTINO
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.40$14,000$0$0
PHYLLIS D MEADOWS
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.20$14,000$0$0
TRIPLER PELL
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.90$16,000$0$0
NIRAV R SHAH
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.50$15,000$0$0
MARGARET L WOLFF
55 E 59TH STREETNEW YORKNY10022TRUSTEE1.50$15,000$0$0
TERESA T FULMER
55 E 59TH STREETNEW YORKNY10022PRESIDENT (TERM 09/11/25)40.00$367,949$71,936$0
HUA EVA CHENG
55 E 59TH STREETNEW YORKNY10022VP FINANCE & CFO40.00$284,500$101,625$0
RANI E SNYDER
55 E 59TH STREETNEW YORKNY10022VP PROG & ACTING PRESIDENT TO 12/31/2540.00$471,850$110,795$0
MENDA TENZING
55 E 59TH STREETNEW YORKNY10022SECRETARY40.00$101,800$56,396$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MARCUS ESCOBEDO
55 E 59TH STREETNEW YORKNY10022VP COMMUNICATIONS40.00$238,900$76,809$0
LESLIE NICHOL FROM 010625
55 E 59TH STREETNEW YORKNY10022SR PROGRAM OFFICER40.00$222,443$65,531$0
JANE CARMODY
55 E 59TH STREETNEW YORKNY10022SR PROGRAM OFFICER40.00$205,200$80,185$0
NANCY WEXLER
55 E 59TH STREETNEW YORKNY10022SR PROGRAM OFFICER40.00$208,600$51,314$0
SCOTT BANE
55 E 59TH STREETNEW YORKNY10022SR PROGRAM OFFICER40.00$163,000$46,248$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k12OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GOLDMAN SACHS & CO
200 WEST STREETNEW YORKNY10282INVESTMENT ADVISOR & MANAGERS$1,499,790
JAIN CAPITAL
510 MADISON AVENUE 23RD FLNEW YORKNY10022INVESTMENT MANAGER$608,459
D E SHAW OCULUS OFFSHORE
1166 AVENUE OF THE AMERICASNEW YORKNY10036INVESTMENT MANAGER$393,645
CANTILLON CAPITAL MANAGEMENT
400 WEST 5TH STREETNEW YORKNY10019INVESTMENT MANAGER$277,816
EDGEWOOD MANAGEMENT
535 MADISON AVE 15THNEW YORKNY10022INVESTMENT MANAGER$256,374
FieldValueIRS element (for citing)
Contractor Paid Over50k25ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COMMUNICATION & DISSEMINATION - TO DISSEMINATE RESOURCES, INCLUDING RESEARCH, REPORTS, EDUCATIONAL MODULES, ARTICLES, TRAINING OPPORTUNITIES, PRODUCED BY THE FOUNDATION'S GRANTEES. TO PARTNER WITH MEDIA OUTLETS TO CREATE CONTENT ABOUT AGING ISSUES AND SUPPORT PROGRAMS THAT HELP JOURNALISTS DO A BETTER JOB REPORTING ON AGING AND HEALTH TOPICS.Description1Txt
Expenses1$1,959,976Expenses1Amt
Description2PROGRAM CONVENINGS & OTHER PROJECTS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMOUNG GRANTEES AND OPERATIONALIZED NEW PROGRAM-RELATED AND GRANT IDEAS.Description2Txt
Expenses2$100,000Expenses2Amt
Description3TECHNICAL ASSISTANCE - TO PROVIDE REGULAR ASSISTANCE AND CONSULTANT EXPENSES TO GRANTEESDescription3Txt
Expenses3$20,000Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$744,995,950AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$744,995,950TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$744,995,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,174,939CashDeemedCharitableAmt
Net Vl Noncharitable Assets$733,821,011NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,691,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,691,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,142,628TaxBasedOnInvestmentIncomeAmt
Income Tax$73IncomeTaxAmt
Total Tax$1,142,701TotalTaxAmt
Distributable Before Adj$35,548,350DistributableBeforeAdjAmt
Recoveries Qualfied Distri$17,627RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,565,977DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,565,977DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,491,920ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$174,668CharitableAssetsAcquisPaidAmt
Qualifying Distributions$33,666,588QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,565,977DistributableAsAdjustedAmt
Undistributed Income PY$31,538,070UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$33,666,588QualifyingDistributionsAmt
Applied To Year1$31,538,070AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,128,518AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$33,437,459UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPRESIDENT THE JOHN A HARTFORD FOUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line155 EAST 59TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2128327788RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (197 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ST LUKE COPTIC ORTHODOX CHURCH
566 N 6TH STNEW HYDE PARKNY11040NAPC1ST-2ND GRADE SUNDAY SCHOOL CLASS$500
MEDICARE RIGHTS CENTER INC
266 WEST 37TH STREET 3RD FLOORNEW YORKNY10018NAPC2025 ANNUAL BENEFIT - PROTECT MEDICARE FOR THE FUTURE$834
NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT INC
116 NASSAU STREET 3RD FLOORNEW YORKNY10038NAPC2025 END-OF-YEAR CAMPAIGN$1,000
GRACE EPISCOPAL DAY SCHOOL
9411 CONNECTICUT AVENUEKENSINGTONMD20895NAPC2025 GRYPHON FUND$10,000
UNITED HOSPITAL FUND OF NEW YORK
1411 BROADWAY 12TH FLOORNEW YORKNY100183496NAPC2025 UHF GALA$1,000
FENWAY HIGH SCHOOL FUND
67 ALLEGHANY STREETBOSTONMA02120NAPC$5,000 FOR SPONSORSHIP AND $2,500 ANNUAL FUND$7,500
ENTERTAINMENT COMMUNITY FUND
729 SEVENTH AVENEW YORK CITYNY10019NAPCA CHORUS LINE DANCERS FUNDRAISER$100
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
OFFICE OF SPONSORED RESEARCHCHAPEL HILLNC275991350NAPCADVANCING GERIATRICS EMERGENCY CARE AS THE STANDARD OF CARE, PHASE 5$815,990
CENTER FOR MEDICARE ADVOCACY INC
PO BOX 350WILLIMANTICCT06226NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$125,000
JUSTICE IN AGING
1330 BROADWAY SUITE 525OAKLANDCA94612NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$125,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
120 BROADWAYNEW YORKNY10271NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$125,000
SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG
305 SEVENTH AVENUE 15TH FLOORNEW YORKNY10001NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$125,000
NEW YORK ACADEMY OF MEDICINE
1216 FIFTH AVENUENEW YORKNY100295293NAPCADVOCATE FOR PROGRESS SPONSORSHIP AT THE NEW YORK ACADEMY OF MEDICINE'S 2025 GALA$22,860
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION
11400 TOMAHAWK CREEK PKWYLEAWOODKS66211NAPCAF CARE ONLINE CME COURSE$21,557
THE LEAPFROG GROUP
1775 K ST NWWASHINGTONDC20006NAPCA FEASIBILITY STUDY FOR A LEAPFROG RATING OF U.S. NURSING HOMES$50,000
AMERICAN HOSPITAL ASSOCIATION
155 NORTH WACKER SUITE 400CHICAGODC200014956NAPCAFHS AWARD$100,000
ESSENTIALS HOSPITALS INSTITUTE
401 9TH ST NW STE 900WASHINGTONDC20004NAPCAFHS FOR ESSENTIAL HOSPITALS$91,399
HEALTH RESEARCH AND EDUCATIONAL TRUST
800 10TH STREET NWWASHINGTONIL60606NAPCAGE-FRIENDLY HEALTH SYSTEMS (AFHS) AWARD$200,975
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH441067015NAPCAGE-FRIENDLY HEALTH SYSTEMS: AMBULATORY CARE CONTINUUM EVALUATION, SCALE-UP AND SPREAD$769,839
INSTITUTE FOR HEALTHCARE IMPROVEMENT
53 STATE STREET 19TH FLOORBOSTONMA02109NAPCAGE-FRIENDLY HEALTH SYSTEMS: GLOBAL EXPERT MEETING AND STRATEGIC CONVENING IN UTRECHT$25,000
HEALTH RESEARCH AND EDUCATIONAL TRUST
155 NORTH WACKER SUITE 400CHICAGOIL60606NAPCAGE-FRIENDLY HEALTH SYSTEMS INITIATIVE, PHASE III: SPREAD AND SCALE$777,357
INSTITUTE FOR HEALTHCARE IMPROVEMENT
53 STATE STREET 19TH FLOORBOSTONMA02109NAPCAGE-FRIENDLY HEALTH SYSTEMS MOVEMENT - STAGE 3: EMBEDDING, DEEPENING AND SUSTAINING 4MS CARE IN HEALTH CARE SYSTEMS$2,162,631
INSTITUTE FOR HEALTHCARE IMPROVEMENT
53 STATE STREET 19TH FLOORBOSTONMA02109NAPCAGE-FRIENDLY HEALTH SYSTEMS MOVEMENT - STAGE 3: EMBEDDING, DEEPENING AND SUSTAINING 4MS CARE IN HEALTH CARE SYSTEMS$2,066,102
MISSISSIPPI PUBLIC HEALTH ASSOCIATION
PO BOX 4834JACKSONMS39296NAPCAGE-FRIENDLY MISSISSIPPI ANNUAL SUMMIT ON MAY 2, 2025, "HEALTHY AGING IN RURAL MISSISSIPPI"$5,000
AMERICAN LIBRARY ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NAPCAGING TOGETHER: AN EVALUATION OF LIBRARY PROGRAMS FOR OLDER ADULTS$261,872
ALZHEIMER SOCIETY OF WASHINGTON (DBA DEMENTIA SUPPORT NORTHWEST)
2950 NEWMARKET STREET 210BELLINGHAMWA98226NAPCAMY'S PLACE - FOR RESPITE CARE IN RECOGNITION OF JOSSELIN WINSLOW$1,000
SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG
305 SEVENTH AVENUE 15TH FLOORNEW YORKNY10001NAPCANNUAL GENERAL SUPPORT/MEMBERSHIP SUPPORT (2025)$20,000
THE CIVICS CENTER
1000 N ALAMEDA STREETLOS ANGELESCA90012NAPCARIZONA SCHOOLS$1,000
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUEWALTHAMMA02451NAPCAUGMENTATION TO THE EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE GRANT (2024-0254) FOR GUIDE MODEL LEARNING COMMUNITIES$44,103
BROWN UNIVERSITY OF PROVIDENCE
PO BOX 1877PROVIDENCERI02912NAPCBRUNO GIVES BACK WOMENS CREW$400
CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL
1233 20TH ST NW SUITE 303WASHINGTONDC20036NAPCBUILDING STATE POLICIES TO IMPROVE CARE FOR PEOPLE WITH SERIOUS ILLNESS$387,894
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145NAPCBUILDING THE EVIDENCE BASE FOR THE CMS AGE-FRIENDLY HOSPITAL MEASURE$44,240
BRONX CHARTER SCHOOL FOR EXCELLENCE
1960 BENEDICT AVEBRONXNY10462NAPCCONTRIBUTION TO READ-A-THON$2,000
COALITION TO TRANSFORM ADVANCED CARE
601 MASSACHUSETTS AVE NWWASHINGTONDC20001NAPCCONVENING ON COMMUNITY BASED PALLIATIVE CARE$48,400
GRANTMAKERS IN AGING
333 MAMARONECK AVENUE 238WHITE PLAINSNY10605NAPCCORE SUPPORT RENEWAL: BUILDING AN AGING PHILANTHROPY MOVEMENT$132,438
FOUNDATION FOR POST-ACUTE AND LONG-TERM CARE MEDICINE
10500 LITTLE PATUXENT PARKWAY STECOLUMBIAMD21044NAPCCURRICULUM DEVELOPMENT AND DISSEMINATION OF EDUCATION ON AGE FRIENDLY HEALTHCARE SYSTEMS TO MEDICAL DIRECTORS$30,000210
HOPE COMMUNITY SERVICES INC
50 WASHINGTON AVENUENEW ROCHELLENY10801NAPCDESIGNATED FOR FOOD PANTRY SERVICES$2,000
USAGING
1100 NEW JERSEY AVENUE SE SUITE 350WASHINGTONDC20003NAPCDISASTER RELIEF FUND, 2025$25,000
UNIVERSITY OF WASHINGTON
GRANT AND CONTRACT SERVICESSEATTLEWA981046613NAPCDISSEMINATING EVIDENCE-BASED MESSAGING ABOUT PALLIATIVE & END-OF-LIFE CARE FOR PERSONS LIVING WITH SERIOUS ILLNESS$1,231,153
SANKARA EYE FOUNDATION USA
1900 MCCARTHY BLVD 302MILPITASCA95035NAPCDONATE TOWARDS FREE EYE SURGERIES$2,000
MOUNT PISGAH INTERNATIONAL SDA CHURCH
111 CHURCH STREETGURLEYAL35748NAPCDUBLINS (INHOM TRUST) - HONDURAS MISSION TRIP$2,000
LEADINGAGE INC
2519 CONNECTICUT AVENUE NWWASHINGTONDC20008NAPCE-BOOK ON GLOBAL LONG TERM CARE$6,000
RUSH UNIVERSITY MEDICAL CENTER
1201 W HARRISON ST SUITE 300CHICAGOIL60607NAPCEMBEDDING CAREGIVERS INTO THE AGE-FRIENDLY ECOSYSTEM: SCALING AND SUSTAINING THE MOVEMENT$623,523
COUNCIL OF MEDICAL SPECIALTY SOCIETIES
633 N SAINT CLAIR STCHICAGOIL60611NAPCEXPANDING AGE-FRIENDLY APPROACHES TO SPECIALTY AMBULATORY CARE$727,992
NATIONAL COMMITTEE FOR QUALITY ASSURANCE
1100 13TH STREET NW 3RD FLOORWASHINGTONDC20005NAPCFOR COMPLETION OF PCO HEDIS MEASURE CYCLE - SUPPORTING AGE FRIENDLY HEALTH SYSTEMS: EXPANDING TO PAYERS TO DRIVE VALUE-BASED CARE (SUPPLEMENT FOR GRANT 2024-0004)$50,000
CROSSROADS FOR KIDS INC
119 MYRTLE STREETDUXBURYMA02332NAPCFOR GENERAL SUPPORT IN ACKNOWLEDGMENT OF JOANNE FAY$750
BRONX CHARTER SCHOOL FOR EXCELLENCE
1960 BENEDICT AVEBRONXNY10462NAPCFOR STUDENT COUNCIL USE$1,000
HISPANIC FEDERATION INC
55 EXCHANGE PLACE 5TH FLOORNEW YORKNY10005NAPCFOR THE FOLLOWING DESIGNATION: IMMIGRANTS: WE GET THE JOB DONE COALITION$1,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001NAPCFORUM ON ADVANCING DIAGNOSTIC EXCELLENCE$25,000
CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE STLOS ANGELESCA90012NAPCFOR WILDFIRE RECOVERY EFFORTS$500
USAGING
1100 NEW JERSEY AVENUE SE SUITE 350WASHINGTONDC20003NAPCFOSTERING SOCIAL CONNECTION FOR OLDER ADULTS AND CAREGIVERS IN COMMUNITIES: PLANNING GRANT$556,947
NATIONAL COMMITTEE FOR QUALITY ASSURANCE
1100 13TH STREET NW 3RD FLOORWASHINGTONDC20005NAPCFUNDING FOR MARKET FEASIBILITY: NCQA AGE-FRIENDLY MEDICARE ADVANTAGE PLAN EVALUATION PROGRAM$45,370
KOREAN-AMERICAN COMMUNITY FOUNDATION INC
135 E 64TH STREETNEW YORK CITYNY10065NAPCFUNDS SHOULD BE DIRECTED TO KACF ASSOCIATE BOARD TO BE USED IN ASSOCIATE BOARD RELATED ACTIVITIES$5,000
LEAD COALITION (LEADERS ENGAGED ON ALZHEIMER'S DISEASE)
5614 CONNECTICUT AVE NW 288WASHINGTONDC20015NAPCGENERAL COALITION WORK ON DEMENTIA$7,500
CENTER FOR MEDICARE ADVOCACY INC
PO BOX 350WILLIMANTICCT06226NAPCGENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS$100,000
COMMUNITY CATALYST INC
ONE FEDERAL STREET FLOOR 5BOSTONMA02110NAPCGENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS$102,794
JUSTICE IN AGING
1330 BROADWAY SUITE 525OAKLANDCA94612NAPCGENERAL OPERATING SUPPORT: ADVANCING HEALTH EQUITY FOR OLDER ADULTS$100,000
PHILIPPINE NURSES ASSOCIATION OF METROPOLITAN D C INC
1219 GRANADA STACCOKEEKMD20607NAPCGENERAL OPERATING SUPPORT AND INDUCTION GALA, IN HONOR OF DR. CHRISTINE PABICO FOR HER LEADSHIP AND INNOVATIONS IN NURSING, NURSING HOMES, AND WORKFORCE WELL-BEING$2,000
CENTER FOR TRANSFORMATIVE ACTION
119 ANABEL TAYLOR HALLITHACANY14853NAPCGENERAL OPERATING SUPPORT OF OPEN DOORS NYC$2,000
NEW YORK ACADEMY OF MEDICINE
1216 FIFTH AVENUENEW YORKNY100295293NAPCGENERAL OPERATING SUPPORT OF THE EMERGINGAGING PROGRAM TO ENCOURAGE NEW LEADERS TO THE FIELD OF AGING AND SUPPORT THEIR EVENTS AND MEETINGS THROUGHOUT THE YEAR$1,000
350ORG
PO BOX 843004BOSTONMA022843004NAPCGENERAL SUPPORT$2,250
AMERICAN SOCIETY ON AGING
548 MARKET STREET PMB 85589SAN FRANCISCOCA941045401NAPCGENERAL SUPPORT$1,000
ANIMAL HAVEN
200 CENTRE STNEW YORK CITYNY10013NAPCGENERAL SUPPORT$2,000
ARTS GUILD OF OLD FORGE INC
PO BOX 1144OLD FORGENY13420NAPCGENERAL SUPPORT$1,000
BEACON SCHOOL PARENT ASSOCIATION
522 WEST 44TH STREETNEW YORK CITYNY10036NAPCGENERAL SUPPORT$5,000
CAMP HARBOR VIEW FOUNDATION INC
C/O THE CONNORS FAMILY OFFICEBOSTONMA02116NAPCGENERAL SUPPORT$40,000
CENTRAL PARK CONSERVANCY INC
717 FIFTH AVENEW YORK CITYNY10022NAPCGENERAL SUPPORT$100
CGD ASSOCIATION OF AMERICA INC
2005 PALMER AVENUELARCHMONTNY10538NAPCGENERAL SUPPORT$3,000
COMMUNITY FOOD BANK INC
3003 SOUTH COUNTRY CLUB ROADTUCSONAZ85713NAPCGENERAL SUPPORT$200
DAFFY CHARITABLE FUND
221 MAIN STREET 2061LOS ALTOSCA94023NAPCGENERAL SUPPORT$50,000
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREETNEW YORK CITYNY10006NAPCGENERAL SUPPORT$2,000
EDISON BOYS BASEBALL LEAGUE INC
PO BOX 1330EDISONNJ08818NAPCGENERAL SUPPORT$1,000
ENSEMBLE IPSE INC
671A QUINCY STBROOKLYNNY11221NAPCGENERAL SUPPORT$500
EPIPHANY SCHOOL INC
154 CENTRE STREETDORCHESTERMA02124NAPCGENERAL SUPPORT$2,500
ESKATON FOUNDATION
5105 MANZANITA AVECARMICHAELCA95608NAPCGENERAL SUPPORT$500
FEEDING WESTCHESTER INC
200 CLEARBROOK RDELMSFORDNY10523NAPCGENERAL SUPPORT$800
FILM AT LINCOLN CENTER INC
FILM SOCIETY OF LINCOLN CENTERNEW YORKNY10023NAPCGENERAL SUPPORT$230
FOOD BANK FOR NEW YORK CITY
355 FOOD CENTER DRIVEBRONXNY10474NAPCGENERAL SUPPORT$300
FOOD BANK FOR NEW YORK CITY
355 FOOD CENTER DRIVEBRONXNY10474NAPCGENERAL SUPPORT$2,000
FREE ARTS NYC
1431 BROADWAYNEW YORKNY10018NAPCGENERAL SUPPORT$500
FRIENDS OF BASSETT INC
1 ATWELL ROADCOOPERSTOWNNY13326NAPCGENERAL SUPPORT$20,000
HUMANE SOCIETY OF WESTCHESTER INC
70 PORTMAN ROADNEW ROCHELLENY10801NAPCGENERAL SUPPORT$600
INNOVATIVE LEARNING INSTITUTES INC
19 STONE STBEVERLYMA01915NAPCGENERAL SUPPORT$1,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND STNEW YORKNY10168NAPCGENERAL SUPPORT$600
LEAP TO SHINE
140 KINGSLAND CIRMONMOUTH JUNCTIONNJ08852NAPCGENERAL SUPPORT$2,000
LOFT CINEMA INC
3233 EAST SPEEDWAY BOULEVARDTUCSONAZ85716NAPCGENERAL SUPPORT -$106
MID COAST HOSPITAL
123 MEDICAL CENTER DRIVEBRUNSWICKME04011NAPCGENERAL SUPPORT$1,000
MYASTHENIA GRAVIS FOUNDATION OF AMERICA INC
290 TURNPIKE ROAD SUITE 5-315WESTBOROUGHMA01581NAPCGENERAL SUPPORT$2,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001NAPCGENERAL SUPPORT$250
NATIONAL ALLIANCE ON MENTAL ILLNESS
4301 WILSON BLVDARLINGTONVA22203NAPCGENERAL SUPPORT$750
NATIONAL AUDUBON SOCIETY INC
325 CORNWALL BRIDGET ROADNEW YORKCT06069NAPCGENERAL SUPPORT$500
NATIONAL HISPANIC COUNCIL ON AGING
2201 12TH STREET NW SUITE 101WASHINGTONDC20009NAPCGENERAL SUPPORT$200
NEIGHBORS TOGETHER
2094 FULTON STBROOKLYNNY11233NAPCGENERAL SUPPORT$1,000
NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT INC
116 NASSAU STREET 3RD FLOORNEW YORKNY10038NAPCGENERAL SUPPORT$200
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORK CITYNY10024NAPCGENERAL SUPPORT$170
NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOORNEW YORKNY10013NAPCGENERAL SUPPORT$400
OLD FORGE LIBRARY ASSOCIATION
220 CROSBY BOULEVARDOLD FORGENY13420NAPCGENERAL SUPPORT$1,000
PALESTINE CHILDREN'S RELIEF FUND
360 E 2ND STLOS ANGELESCA900124240NAPCGENERAL SUPPORT$1,000
PALESTINE CHILDREN'S RELIEF FUND
360 E 2ND STLOS ANGELESCA900124240NAPCGENERAL SUPPORT$1,500
PARTNERSHIP FOR AFTER SCHOOL EDUCATION INC
120 BROADWAYNEW YORK CITYNY10271NAPCGENERAL SUPPORT$1,000
PROSPECT PARK ALLIANCE INC
95 PROSPECT PARK WBROOKLYNNY11215NAPCGENERAL SUPPORT$500
RELEASE RECOVERY FOUNDATION
55 W 19TH STNEW YORKNY10011NAPCGENERAL SUPPORT$5,000
RISEBORO
336 ROCKAWAY AVEBROOKLYNNY11212NAPCGENERAL SUPPORT$3,000
SEAN CASEY ANIMAL RESCUE
153 E 3RD STBROOKLYNNY11218NAPCGENERAL SUPPORT$1,000
SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG
305 SEVENTH AVENUE 15TH FLOORNEW YORKNY10001NAPCGENERAL SUPPORT$1,000
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866NAPCGENERAL SUPPORT$2,500
ST JOHN VIANNEY CHURCH
140-10 34TH AVENUEFLUSHINGNY11354NAPCGENERAL SUPPORT$1,000
ST JOHN VIANNEY CHURCH
140-10 34TH AVENUEFLUSHINGNY11354NAPCGENERAL SUPPORT$1,000
ST LAWRENCE UNIVERSITY
23 ROMODA DRIVECANTONNY13617NAPCGENERAL SUPPORT$50,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NAPCGENERAL SUPPORT$1,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NAPCGENERAL SUPPORT$500
TOWN HALL FOUNDATION INC
123 WEST 43RD STREETNEW YORK CITYNY10036NAPCGENERAL SUPPORT$200
UNIVERSITY OF ARIZONA FOUNDATION
1111 NORTH CHERRY AVENUETUCSONAZ85721NAPCGENERAL SUPPORT$150
VERA INSTITUTE OF JUSTICE INC
34 35TH ST STE 4-2ABROOKLYNNY11232NAPCGENERAL SUPPORT$1,000
WHISKERS-A-GOGO INC
92 DUPONT ST APT 2RBROOKLYNNY11222NAPCGENERAL SUPPORT$2,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460NAPCGENERAL SUPPORT$370
WORLD CHAN BUDDHIST ASSOCIATION
33-73 154 STREETFLUSHINGNY11354NAPCGENERAL SUPPORT$1,000
WORLD CHAN BUDDHIST ASSOCIATION
33-73 154 STREETFLUSHINGNY11354NAPCGENERAL SUPPORT$1,000
JUSTICE IN AGING
1330 BROADWAY SUITE 525OAKLANDCA94612NAPCGENERAL SUPPORT- ANNUAL FUNDRAISER$100
COMMUNITY PARTNERS
1000 N ALAMEDA STREETLOS ANGELESCA90012NAPCGENERAL SUPPORT - ARIZONA$200
COMMUNITY PARTNERS
1000 N ALAMEDA STREETLOS ANGELESCA90012NAPCGENERAL SUPPORT - ARIZONA$2,000
STATES NEWSROOM
50 F STREET NWWASHINGTONDC20001NAPCGENERAL SUPPORT - ARIZONA MIRROR$1,000
SOUTH BROOKLYN ACADEMY
418 EAST 45TH STREETBROOKLYNNY11203NAPCGENERAL SUPPORT - ATTENTION: EXCELSIOR ELEMENTARY/NEABC$1,000
NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT INC
116 NASSAU STREET 3RD FLOORNEW YORKNY10038NAPCGENERAL SUPPORT - BOARD CONTRIBUTION$4,000
BROWN UNIVERSITY OF PROVIDENCE
PO BOX 1877PROVIDENCERI02912NAPCGENERAL SUPPORT - BRUNO GIVES BACK DAY FOR BROWN WOMENS CREW$2,000
LOFT CINEMA INC
3233 EAST SPEEDWAY BOULEVARDTUCSONAZ85716NAPCGENERAL SUPPORT - BUILDING CAMPAIGN$1,000
NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT INC
116 NASSAU STREET 3RD FLOORNEW YORKNY10038NAPCGENERAL SUPPORT - FOR 4/30 FUNDRAISING EVENT$400
THE HEBREW EDUCATIONAL SOCIETY
9502 SEAVIEW AVEBROOKLYN NYNY11236NAPCGENERAL SUPPORT FOR EARLY CHILDHOOD$2,000
MIDCOAST SENIOR COLLEGE
18 MIDDLE STBRUNSWICKME04011NAPCGENERAL SUPPORT FOR FUNDRAISING CHALLENGE$250
NATIONAL AUDUBON SOCIETY INC
325 CORNWALL BRIDGET ROADNEW YORKCT06069NAPCGENERAL SUPPORT - FOR SHARON AUDUBON CENTER$300
WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NWWASHINGTONDC20001NAPCGENERAL SUPPORT - WHERE NEEDED$100
EMERGENCY MEDICINE FOUNDATION
4950 WEST ROYAL LANEIRVINGTX750632524NAPCGERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION$306,059
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTHNEW YORKNY10010NAPCGERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION$300,222
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
OFFICE OF SPONSORED RESEARCHCHAPEL HILLNC275991350NAPCGERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION$676,256
SOCIETY OF CRITICAL CARE MEDICINE
500 MIDWAY DRMT PROSPECTIL60056NAPCGERIATRICS TRACK @2026 SCCM CONGRESS$36,000
AMERICAN GERIATRICS SOCIETY INC
40 FULTON STREET 18TH FLOORNEW YORKNY10038NAPCGERIATRICS WORKFORCE ENHANCEMENT PROGRAM COORDINATING CENTER (GWEP-CC), PHASE 3.0$733,474
HISPANIC FEDERATION INC
55 EXCHANGE PLACE 5TH FLOORNEW YORKNY10005NAPCHAMILTEN -IMMIGRANTS GET THE JOB DONE CAMPAIGN$270
BROOKLYN FAITH SEVENTH-DAY ADVENTIST CHURCH
5518 CHURCH AVENUEBROOKLYNNY11203NAPCIN GATHERING FUNDS FOR OLGA MCLEAN$1,000
FOR PETE'S SAKE CANCER RESPITE FOUNDATION
620 W GERMANTOWN PIKEPLYMOUTH MEETINGPA19462NAPCIN HONOR OF PETER MA$500
BROADWAY CARES-EQUITY FIGHTS AIDS INC
165 WEST 46 STREETNEW YORKNY10036NAPCJENIFER GELLER'S FUNDRAISER$200
WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NWWASHINGTONDC20001NAPCLA FIRE RELIEF OR WHERE NEEDED MOST$100
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
550 16TH STREET 7TH FLOORSAN FRANCISCOCA94143NAPCLAUNCHING AND EMPOWERING A NATIONAL AGE-FRIENDLY HEALTH SYSTEMS RESEARCH COMMUNITY$894,883
AMERICAN SOCIETY OF CONSULTANT PHARMACISTS FOUNDATION
1321 DUKE STALEXANDRIAVA22314NAPCLEVERAGING PHARMACISTS AS AGE-FRIENDLY 4MS CHAMPIONS$320,163
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BLVD MAIL ZONE NCW4BBOSTONMA02210NAPCLIAM AND SO-JUNE DONOHUE CHARITABLE FUND (#1080755)$50,000
AMERICAN ACADEMY OF HOME CARE MEDICINE INC
307 SOUTH EATON STREETBALTIMOREMD21224NAPCMAINSTREAMING HOME-BASED PRIMARY CARE IN US HEALTH CARE DELIVERY: MEETING THE MORAL IMPERATIVE OF CARE$166,304
DUKE UNIVERSITY
324 BLACKWELL STREET SUITE 900DURHAMNC277080001NAPCMAINSTREAMING HOME-BASED PRIMARY CARE IN US HEALTH CARE DELIVERY: MEETING THE MORAL IMPERATIVE OF CARE$121,702
HOME CENTERED CARE INSTITUTE
1900 EAST GOLF ROAD SUITE 480SCHAUMBURGIL60173NAPCMAINSTREAMING HOME-BASED PRIMARY CARE IN US HEALTH CARE DELIVERY: MEETING THE MORAL IMPERATIVE OF CARE$335,006
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036NAPCMEMBERSHIP SUPPORT (2025)$20,1501100
AMERICAN PUBLIC HEALTH ASSOCIATION INC
800 I ST NWWASHINGTONDC20001NAPCMEMBERSHIP SUPPORT (2025)$525
LEADINGAGE INC
2519 CONNECTICUT AVENUE NWWASHINGTONDC20008NAPCMEMBERSHIP SUPPORT (2025)$1,075
NATIONAL RURAL HEALTH ASSOCIATION
406 WEST 34TH STREETKANSAS CITYMO64111NAPCMEMBERSHIP SUPPORT (2025)$660
PHILANTHROPY NEW YORK INC
320 EAST 43RD STREETNEW YORKNY10017NAPCMEMBERSHIP SUPPORT (2025)$26,750
AMERICAN ACADEMY OF HOME CARE MEDICINE INC
307 SOUTH EATON STREETBALTIMOREMD21224NAPCMOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY$120,915
DUKE UNIVERSITY
324 BLACKWELL STREET SUITE 900DURHAMNC277080001NAPCMOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY$110,832
HOME CENTERED CARE INSTITUTE
1900 EAST GOLF ROAD SUITE 480SCHAUMBURGIL60173NAPCMOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY$229,889
JOHNS HOPKINS UNIVERSITY
SCHOOL OF MEDICINEBALTIMOREMD21231NAPCMOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY$487,393
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029NAPCMOVING HOSPITAL AT HOME INTO THE MAINSTREAM OF HEALTH CARE DELIVERY, ADDRESSING HEALTH EQUITY AND SUPPORTING FAMILY CAREGIVING$689,650
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001NAPCNATIONAL ACADEMY OF MEDICINE SCHOLARS IN DIAGNOSTIC EXCELLENCE$107,598
GERONTOLOGICAL SOCIETY OF AMERICA
1220 L STREET NW SUITE 901WASHINGTONDC20005NAPCNATIONAL CENTER TO REFRAME AGING: DRIVING TOWARD SUSTAINABILITY AND LONG-TERM SOCIAL CHANGE$385,500
FAIR HEALTH
530 FIFTH AVENUE 18TH FLOORNEW YORKNY10036NAPCNATIONAL INITIATIVE TO ADVANCE COST INFORMATION IN SHARED DECISION-MAKING FOR OLDER ADULTS WITH SERIOUS HEALTH CONDITIONS: PHASE II IMPLEMENTATION PROJECT$398,112
NATIONAL RURAL HEALTH ASSOCIATION
406 WEST 34TH STREETKANSAS CITYMO64111NAPCNATIONAL RURAL AGE-FRIENDLY INITIATIVE: IMPLEMENTATION GRANT$607,181
NORTHWELL HEALTH INC
972 BRUSH HOLLOW RDWESTBURYNY11590NAPCNORTHWELL AGING INSTITUTE - ADVANCING AGE-FRIENDLY CARE THROUGH AN EXPERIENTIAL TRAINING PROGRAM$125,000
HENRY J KAISER FAMILY FOUNDATION
185 BERRY STREET SUITE 2000SAN FRANCISCOCA94107NAPCOLDER ADULTS AT RISK: THE FUTURE OF MEDICAID AND THE OLDER AMERICANS ACT$125,000
NORC AT THE UNIVERSITY OF CHICAGO
55 EAST MONROE STREETCHICAGOIL60603NAPCOVERVIEW/ASSESSMENT PUBLICATION IN THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY (JAGS)$5,000
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT065208229NAPCPATIENT PRIORITIES CARE PHASE III: DISSEMINATION AND SUSTAINABILITY$935,808
NURSES EDUCATIONAL FUNDS INC
137 MONTAGUE STBROOKLYNNY11201NAPCPATRON GIFT FOR NURSES EDUCATIONAL FUNDS GALA RECEPTION$250
TRUST FOR AMERICA'S HEALTH
1730 M STREET NW SUITE 900WASHINGTONDC20036NAPCPHASE III: NATIONALLY EMBED AND SUSTAIN AGE-FRIENDLY PUBLIC HEALTH SYSTEMS, POLICIES AND PRACTICES$769,158
BROADWAY CARES-EQUITY FIGHTS AIDS INC
165 WEST 46 STREETNEW YORKNY10036NAPCPLEASE COMBINE WITH PRIOR DONATION AND APPLY TO JENNIFER GELLER'S FUNDRAISER$100
AMERICAN SOCIETY ON AGING
548 MARKET STREET PMB 85589SAN FRANCISCOCA941045401NAPCPLUS ORGANIZATIONAL MEMBERSHIP 2026$825
MILKEN INSTITUTE
1250 FOURTH STREET 2ND FLOORSANTA MONICACA90401NAPCPRESIDENT'S DISCRETIONARY GRANT$25,000
HEBREW HOME FOR THE AGED AT RIVERDALE FOUNDATION
5901 PALISADE AVENUERIVERDALENY10471NAPCPRESIDENT'S DISCRETIONARY GRANT - 108TH ANNIVERSARY GALA$12,500
PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
7500 OLD GEORGETOWN ROAD SUITE 600BETHESDAMD20814NAPCPUBLISHING AND DISSEMINATING LESSONS ON INNOVATIONS TO SUPPORT AGE-FRIENDLY HEALTH$390,986
BRONX OVERALL ECONOMIC DEVELOPMENT CORPORATION
851 GRAND CONCOURSEBRONXNY10451NAPCQUALITY OF CARE IN NURSING HOMES / AGE-FRIENDLY BRONX INITIATIVE$50,000
CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL
1233 20TH ST NW SUITE 303WASHINGTONDC20036NAPCRAISE 2.0: THE RAISE ACT FAMILY CAREGIVER IMPLEMENTATION AND TECHNICAL ASSISTANCE CENTER$798,108
RUSH UNIVERSITY MEDICAL CENTER
1201 W HARRISON ST SUITE 300CHICAGOIL60607NAPCREADY, WILLING AND ABLE: CARING FOR CAREGIVERS IN AGE-FRIENDLY HEALTH SYSTEMS - DISSEMINATION PHASE$601,517
UNIVERSITY OF MASSACHUSETTS AMHERST
ARNOLD HOUSE BOX 30430AMHERSTMA01003NAPCREGIONAL BOOK FUNDRAISER$5,000
HEALTH CAREERS FUTURES
EQT TOWER 625 LIBERTY AVENUE SUITEPITTSBURGHPA15222NASO IREVISITING TEACHING NURSING HOMES, PHASE II: DISSEMINATING ACROSS PENNSYLVANIA$319,7292500
VERTICAL RAISE NP INC
424 E SHERMAN AVE STE 208COEUR D ALENEID83814NAPCSABRINA WEXLER FUNDRAISER CAMPAIGN - RINCON HS$200
ENCORE CREATIVITY CORPORATION
6955 WILLOW STREET NWWASHINGTONDC20012NAPCSINGING TO COMBAT SOCIAL ISOLATION$10,000
CONVERGENCE CENTER FOR POLICY RESOLUTION
1133 19TH STREET NW SUITE 410WASHINGTONDC20036NAPCSOCIAL FACTORS OF HEALTH PROJECT ON COMMUNITY HUBS$30,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805NAPCSOCIAL PRESCRIBING PILOT AT KAISER PERMANENTE$14,000
NATIONAL ACADEMY OF SOCIAL INSURANCE
1200 NEW HAMPSHIRE AVENUE NW SUITEWASHINGTONDC20036NAPCSOCIAL SECURITY RAPID RESPONSE COLLABORATIVE$30,000830
GEORGE WASHINGTON UNIVERSITY
NATIONAL HEALTH POLICY FORUMWASHINGTONDC200373202NAPCSUPPLEMENTAL FUNDING FOR THE PROJECT, FEDERAL POLICY STRATEGIES TO STRENGTHEN THE CARE INFRASTRUCTURE AND ADDRESS THE CARE CRISIS, FOR COORDINATION WITH UMASS BOSTON LTSS CENTER INITIATIVE$6,000
MERCYHURST UNIVERSITY
501 E 38TH STERIEPA16546NAPCSUPPORT FOR INTERNATIONAL STUDENTS$2,000
CONCORD EDUCATIONAL FUND INC
PO BOX 202CONCORDMA01742NAPCSUPPORT TO TEACHERS FOR SPECIAL PROJECTS IN MEMORY OF PETER B. NICHOL$5,000
INTERNATIONAL RETT SYNDROME FOUNDATION
4500 COOPER ROADCINCINNATIOH45242NAPCTEAM EMILIANA$200
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 085WALTHAMMA02453NAPCTHE COUNCIL ON HEALTH CARE ECONOMICS AND POLICY, 2025 PRINCETON CONFERENCE$2,500
GRACE EPISCOPAL DAY SCHOOL
9411 CONNECTICUT AVENUEKENSINGTONMD20895NAPCTHE GRYPHON FUND ANNUAL FUND$20,000
RESEARCH FOUNDATION FOR MENTAL HYGIENE INC
RIVERVIEW CENTERMENANDSNY12204NAPCTHE HEALTH AND AGING POLICY FELLOWS PROGRAM: A PIPELINE FOR LEADERS IN AGING POLICY$776,895
RESEARCH FOUNDATION FOR MENTAL HYGIENE INC
RIVERVIEW CENTERMENANDSNY12204NAPCTHE HEALTH AND AGING POLICY FELLOWS PROGRAM: A PIPELINE FOR LEADERS IN AGING POLICY$697,673
ROCS FOUNDATION INC
2411 E SNOW MOUNTAIN DRSANDYUT84093NAPCTHE HEALTH SUMMIT AT SUNDANCE 2025$15,000
AYCO CHARITABLE FOUNDATION
AYCO PRIVATE WEALTH MANAGEMENTCOHOENY12047NAPCTHE WOLFF PRINCE FAMILY FUND$49,993
NEW YORK SHAKESPEARE FESTIVAL
425 LAFAYETTE STREETNEW YORK CITYNY10003NAPCTHIS IS DIRECTED TO THE TAKE A SEAT CAPITAL CAMPAIGN FOR THE LINFAM FUNDRAISER ORGANIZED BY AMY PETERSON AND TRISHA MCKETHAN (NAMING A SEAT FOR LIN MANUEL-MIRANDA)$200
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BLVD MAIL ZONE NCW4BBOSTONMA02210NAPCTHOMAS E REILLY JR AND ELIZABETH A PALMER FIDELITY CHARITABLE GIFT TRUST$50,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BLVD MAIL ZONE NCW4BBOSTONMA02210NAPCTRIPLER PELL GIVING FUND, GIVING ACCOUNT 1228877$20,606
NCU ALUMNI ASSOCIATION-CENTRAL FLORIDA CHAPTER INC
950 NOLA DROCOEEFL32868NAPCTUITION ASSISTANCE RENAE REID, STUDENT ID: 20211617$1,000
MOBILE MEALS OF SOUTHERN ARIZONA
3355 SOUTH 6TH AVENUETUCSONAZ85713NAPCWHERE NEEDED MOST$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,484,063TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL ALLIANCE FOR CAREGIVING
1730 RHODE ISLAND AVENUE NW SUITE812WASHINGTONDC20036NAPCACT ON RAISE CAMPAIGN$1,212,677
EMERGENCY MEDICINE FOUNDATION
4950 WEST ROYAL LANEIRVINGTX750632524NAPCADVANCING GERIATRICS EMERGENCY CARE AS THE STANDARD OF CARE, PHASE 5$1,064,128
NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTHNEW YORKNY10010NAPCADVANCING GERIATRICS EMERGENCY CARE AS THE STANDARD OF CARE, PHASE 5$1,225,630
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
OFFICE OF SPONSORED RESEARCHCHAPEL HILLNC275991350NAPCADVANCING GERIATRICS EMERGENCY CARE AS THE STANDARD OF CARE, PHASE 5$1,583,977
CARE FOR ALL WITH RESPECT AND EQUITY (CARE) FUND
120 BROADWAYNEW YORKNY10271NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$250,000
CENTER FOR MEDICARE ADVOCACY INC
PO BOX 350WILLIMANTICCT06226NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$250,000
DIVERSE ELDERS COALITION
305 SEVENTH AVENUE 15TH FLOORNEW YORKNY10001NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$250,000
JUSTICE IN AGING
1330 BROADWAY SUITE 525OAKLANDCA94612NAPCADVOCACY CORE SUPPORT: ADVANCING HEALTH & LONG-TERM CARE FOR OLDER ADULTS$250,000
AMERICAN HOSPITAL ASSOCIATION
800 10TH STREET NWWASHINGTONDC200014956NAPCAGE-FRIENDLY HEALTH SYSTEMS (AFHS) AWARD$959,281
INSTITUTE FOR HEALTHCARE IMPROVEMENT
53 STATE STREET 19TH FLOORBOSTONMA02109NAPCAGE-FRIENDLY HEALTH SYSTEMS: GLOBAL EXPERT MEETING AND STRATEGIC CONVENING IN UTRECHT$1,041,921
HEALTH RESEARCH AND EDUCATIONAL TRUST
155 NORTH WACKER SUITE 400CHICAGOIL60606NAPCAGE-FRIENDLY HEALTH SYSTEMS INITIATIVE, PHASE III: SPREAD AND SCALE$2,059,353
AMERICAN LIBRARY ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NAPCAGING TOGETHER: AN EVALUATION OF LIBRARY PROGRAMS FOR OLDER ADULTS$126,491
EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUEWALTHAMMA02451NAPCAUGMENTATION TO THE EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE GRANT (2024-0254) FOR GUIDE MODEL LEARNING COMMUNITIES$2,241,635
RUSH UNIVERSITY MEDICAL CENTER
1201 W HARRISON ST SUITE 300CHICAGOIL60607NAPCEMBEDDING CAREGIVERS INTO THE AGE-FRIENDLY ECOSYSTEM: SCALING AND SUSTAINING THE MOVEMENT$1,335,658
COUNCIL OF MEDICAL SPECIALTY SOCIETIES
633 N SAINT CLAIR STCHICAGOIL60611NAPCEXPANDING AGE-FRIENDLY APPROACHES TO SPECIALTY AMBULATORY CARE$772,008
REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BOULEVARD SUITE 500LOS ANGELESCA900246502NAPCEXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE$936,606
USAGING
1100 NEW JERSEY AVENUE SE SUITE 350WASHINGTONDC20003NAPCFOSTERING SOCIAL CONNECTION FOR OLDER ADULTS AND CAREGIVERS IN COMMUNITIES: PLANNING GRANT$569,336
AMERICAN SOCIETY ON AGING
548 MARKET STREET PMB 85589SAN FRANCISCOCA941045401NAPCGENERAL SUPPORT$272,741
AMERICAN COLLEGE OF SURGEONS
633 N SAINT CLAIR STREETCHICAGOIL606113295NAPCGERIATRICS SURGERY VERIFICATION (GSV) PHASE III: AGE-FRIENDLY SURGERY, A DELIRIUM-FOCUSED ENTRY TO GSV$1,314,595
AMERICAN GERIATRICS SOCIETY INC
40 FULTON STREET FLOOR 18NEW YORKNY10038NAPCGERIATRICS WORKFORCE ENHANCEMENT PROGRAM COORDINATING CENTER (GWEP-CC), PHASE 3.0$1,540,946
AMERICAN SOCIETY OF CONSULTANT PHARMACISTS FOUNDATION
1240 N PITT STREET SUITE 300ALEXANDRIAVA22314NAPCLEVERAGING PHARMACISTS AS AGE-FRIENDLY 4MS CHAMPIONS$706,140
AMERICAN ACADEMY OF HOME CARE MEDICINE INC
307 SOUTH EATON STREETBALTIMOREMD21224NAPCMAINSTREAMING HOME-BASED PRIMARY CARE IN US HEALTH CARE DELIVERY: MEETING THE MORAL IMPERATIVE OF CARE$459,107
DUKE UNIVERSITY
324 BLACKWELL STREET SUITE 900DURHAMNC277080001NAPCMAINSTREAMING HOME-BASED PRIMARY CARE IN US HEALTH CARE DELIVERY: MEETING THE MORAL IMPERATIVE OF CARE$254,781
HOME CENTERED CARE INSTITUTE
1900 EAST GOLF ROAD SUITE 480SCHAUMBURGIL60173NAPCMAINSTREAMING HOME-BASED PRIMARY CARE IN US HEALTH CARE DELIVERY: MEETING THE MORAL IMPERATIVE OF CARE$598,182
JOHNS HOPKINS UNIVERSITY
SCHOOL OF MEDICINEBALTIMOREMD21231NAPCMAINSTREAMING HOME-BASED PRIMARY CARE IN US HEALTH CARE DELIVERY: MEETING THE MORAL IMPERATIVE OF CARE$1,055,256
LEADINGAGE INC
2519 CONNECTICUT AVENUE NWWASHINGTONDC20008NAPCMEMBERSHIP SUPPORT (2025)$567,756
NATIONAL RURAL HEALTH ASSOCIATION
406 WEST 34TH STREETKANSAS CITYMO64111NAPCMEMBERSHIP SUPPORT (2025)ORGANIZATION LEVEL 1 MEMBER DUES: 09/01/2025 TO 08/31/2026EXCLUDES $34.75 NON-TAXABLE PORTION.$624,301
GERONTOLOGICAL SOCIETY OF AMERICA
1220 L STREET NW SUITE 901WASHINGTONDC20005NAPCNATIONAL CENTER TO REFRAME AGING: DRIVING TOWARD SUSTAINABILITY AND LONG-TERM SOCIAL CHANGE$771,000
HENRY J KAISER FAMILY FOUNDATION
185 BERRY STREET SUITE 2000SAN FRANCISCOCA94107NAPCOLDER ADULTS AT RISK: THE FUTURE OF MEDICAID AND THE OLDER AMERICANS ACT$125,000
PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
7500 OLD GEORGETOWN ROAD SUITE 600BETHESDAMD20814NAPCPUBLISHING AND DISSEMINATING LESSONS ON INNOVATIONS TO SUPPORT AGE-FRIENDLY HEALTH$809,014
CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL
10 FREE STREET 2ND FLOORPORTLANDME04101NAPCRAISE 2.0: THE RAISE ACT FAMILY CAREGIVER IMPLEMENTATION AND TECHNICAL ASSISTANCE CENTER$794,103
UNITED STATES CONFERENCE OF MAYORS
1620 I ST NWWASHINGTONDC20006NAPCSUPPORTING FAMILY CAREGIVERS OF OLDER ADULTS: A NATIONAL CITY SURVEY AND ENGAGEMENT INITIATIVE$225,522
RESEARCH FOUNDATION FOR MENTAL HYGIENE INC
1051 RIVERSIDE DRIVENEW YORKNY10032NAPCTHE HEALTH AND AGING POLICY FELLOWS PROGRAM: A PIPELINE FOR LEADERS IN AGING POLICY$812,354
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$27,059,499TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$747,769ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,587,529ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$75,331,555ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCd
RETURNED GRANTS$17,627
LIMITED PARTNERSHIP NET INVESTMENT INCOME/(LOSS)-$417,061$6,92814

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$6,928UnrelatedBusinessTaxblIncmAmt
Exclusion$85,666,853ExclusionAmt
Related Or Exempt Function Incm-$399,434RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,274,347TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11ARETURNED GRANTS USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE
11BLTD PSHP INCOME USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMD LLP$44,000$22,000$22,000
OWEN J FLANAGAN & CO$10,000$5,000$5,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EATON VANCE INC FD BSTN-IN$28,934,107$28,934,107
ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD$28,904,871$28,904,871
VANGUARD TOTAL BOND MARKET ETF$46,619,288$46,619,288
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF$21,626,009$21,626,009

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (171 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NU HOLDINGS LTD$406,431$406,431
CANADIAN NATURAL RESOURCE COM STK$272,391$272,391
CANADIAN PAC KANS CITY LTD$411,150$411,150
DESCARTES SYS GROUP INC COM$147,620$147,620
SHOPIFY INC CL A$364,436$364,436
TENCENT HLDGS LTD ADR$473,691$473,691
NOVO-NORDISK A S ADR$231,504$231,504
SAFRAN ADR$630,938$630,938
SIEMENS ENERGY AG$1,335,489$1,335,489
BAYER A G SPONSORED ADR$976,397$976,397
DEUTSCHE BOERSE ADR$273,600$273,600
RHEINMETALL ADR$257,312$257,312
SAP SE-SPONSORED ADR$562,822$562,822
SAP SE-SPONSORED ADR$1,039,655$1,039,655
ICICI BK LTD$344,995$344,995
MONDAY COM LTD$190,352$190,352
FERRARI N V COMMON S TOCK$257,583$257,583
MITSUBISHI HEAVY INDS LTD ADS$631,821$631,821
NINTENDO LTD ADR$381,002$381,002
COUPANG INC$372,911$372,911
ADYEN N V ADR$370,632$370,632
ASM INTERNATIONAL NV$293,267$293,267
ASML HLDG NV NY$900,822$900,822
ASML HLDG NV NY$670,802$670,802
AERCAP HOLDINGS N.V.$1,428,974$1,428,974
SEA LTD ADR$697,680$697,680
SPOTIFY TECHNOLOGY$466,891$466,891
UBS GROUP AG COMMON STOCK$449,114$449,114
TAIWAN SEMICONDUCTOR MANUFACTURING$1,166,634$1,166,634
TAIWAN SEMICONDUCTOR MANUFACTURING$1,566,249$1,566,249
ASTRAZENECA EXCHANGE$413,042$413,042
3I GROUP ADR$435,796$435,796
ADR BAE SYS PLC SPONSORED ADR$701,801$701,801
EXPERIAN PLC$251,552$251,552
LONDON STOCK EXCHANGE GROUP ADR$2,415,397$2,415,397
ROLLS ROYCE HOLDINGS PLC$964,957$964,957
ROYAL DUTCH SHELL PLC SPONSORED$636,631$636,631
THERMON GRP CASH AND STOCK$191,820$191,820
TRI POINTE$133,748$133,748
ADVANCED ENERGY INDS INC COM$251,244$251,244
AEROVIRONMENT INC COM$97,966$97,966
AGIOS PHARMACEUTICALS INC COM$121,238$121,238
AGREE RLTY CORP COM$140,459$140,459
ALKAMI TECHNOLOGY INC COM$146,495$146,495
ALLEGRO MICROSYSTEMS INC DEL COM$109,477$109,477
ALPHABET INC CAP STK CL C$1,334,591$1,334,591
ALPHABET INC CAPITAL STOCK CL A$319,886$319,886
AMAZON COM INC COM$2,638,273$2,638,273
AMERIS BANCORP COM$195,404$195,404
AON PLC$241,370$241,370
AON PLC$776,336$776,336
APPFOLIO INC COM CL A COM CL A$180,304$180,304
ARCH CAPITAL GROUP COM STK$421,472$421,472
ARCUTIS BIOTHERAPEUTICS INC COM$149,091$149,091
ARTIVION INC COM USD0.01$175,142$175,142
ASBURY AUTOMOTIVE GROUP INC COM$139,518$139,518
ATRICURE INC COM STK$185,180$185,180
AVIENT CORPORATION$180,848$180,848
AZENTA INC COM USD0.01$94,791$94,791
BALCHEM CORP COM$169,923$169,923
BIOCRYST PHARMACEUTICALS INC COM$122,070$122,070
BOOT BARN HLDGS INC COM$152,117$152,117
BRIDGEBIO PHARMA INC COM$175,927$175,927
CADRE HLDGS INC COM$174,959$174,959
CAPITAL ONE FINL CORP COM$1,553,770$1,553,770
CATHAY GENERAL BANCORP INC COM$154,412$154,412
CBIZ INC COM$153,418$153,418
CENT GARDEN & PET CO CL A$170,061$170,061
CHAMPION HOMES INC$249,698$249,698
CHORD ENERGY CORPORATION COM US$111,240$111,240
COHEN & STEERS INC COM$135,291$135,291
COLUMBIA BKG SYS INC COM$145,061$145,061
COM ALCOA CORPORATION COM$830,100$830,100
COMCAST CORP CL A$1,206,062$1,206,062
COMMVAULT SYS INC COM STK$141,030$141,030
CONOCOPHILLIPS COM$1,842,994$1,842,994
CREDO TECHNOLOGY GROUP HOLDING LTD$71,945$71,945
CRINETICS PHARMACEUTICALS INC COM$137,323$137,323
CSW INDUSTRIALS INC COM$190,795$190,795
CYTOKINETICS INC COMMON STOCK$101,664$101,664
DANAHER CORP COM$1,433,268$1,433,268
DUCOMMUN INC DEL COM$159,914$159,914
ELEVANCE HEALTH INC$507,596$507,596
ENERPAC TOOL GROUP CORP CL A COM CL A COM$148,945$148,945
ESTEE LAUDER COMPANIES INC CL A$878,915$878,915
FB FINL CORP COM$99,826$99,826
FERGUSON ENTERPRISES INC$340,401$340,401
FIRST WATCH RESTAURANT GROUP INC COM$180,824$180,824
GATES INDL CORP PL COM$114,865$114,865
GLACIER BANCORP INC NEW COM$83,034$83,034
GLOBUS MED INC CL A NEW COM STK$250,580$250,580
GRAND CANYON ED INC COM STK$179,282$179,282
GULFPORT ENERGY CORP COM USD$140,393$140,393
HALOZYME THERAPEUTICS INC COM$158,155$158,155
HEALTHEQUITY INC COM$168,104$168,104
HILLMAN SOLUTIONS CORP COM CL A$124,418$124,418
HILTON WORLDWIDE HLDGS INC COM NEW COM NEW$493,496$493,496
HORACE MANN EDUCATORS CORP COM$162,738$162,738
HOULIHAN LOKEY INC CL A CL A$229,408$229,408
HUMANA INC COM$797,077$797,077
IDACORP INC COM$159,339$159,339
INDEPENDENCE RLTY TR INC COM$117,990$117,990
INDEPENDENT BK CORP MASS COM COM STK$131,836$131,836
INTAPP INC COM$217,553$217,553
INTUIT COM$343,796$343,796
ITT INC COM$247,078$247,078
LA Z BOY INC COM$83,187$83,187
LEGENCE CORP CL A CL A$104,716$104,716
LENNAR CORP CL A CL A$1,104,072$1,104,072
LIBERTY BROADBAND CORP COM$358,182$358,182
LIGAND PHARMACEUTICALS INCORP$98,127$98,127
LINDE PLC$348,787$348,787
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC$363,970$363,970
MAGNOLIA OIL & GAS CORP CL A CL A$139,505$139,505
MARTIN MARIETTA MATLS INC COM$213,572$213,572
MATADOR RES CO COM$154,906$154,906
MEDPACE HLDGS INC COM$101,659$101,659
MERCADOLIBRE INC COM STK$781,533$781,533
MERCADOLIBRE INC COM STK$310,196$310,196
META PLATFORMS INC COM$747,882$747,882
MICROSOFT CORP COM$1,780,205$1,780,205
MINERALS TECHNOLOGIES INC COM$118,792$118,792
NATIONAL HEALTH INVS INC COM$127,232$127,232
NEOGENOMICS INC COM$105,511$105,511
NORTHWESTERN ENERGY GROUP INC$212,724$212,724
NOVANTA INC NOVANTA INC$212,159$212,159
OCEANFIRST FINL CORP COM$123,334$123,334
OXFORD INDS INC COM$51,095$51,095
PAR TECHNOLOGY CORP COM$58,955$58,955
PATRICK INDS INC COM$206,125$206,125
PERELLA WEINBERG PARTNERS COM CL A$83,213$83,213
PHILIP MORRIS INTL COM STK NPV$636,628$636,628
PHREESIA INC COM$110,369$110,369
PRIMORIS SVCS CORP COM$173,672$173,672
PTC INC COM$413,923$413,923
RBC BEARINGS INC COM$270,403$270,403
REVOLVE GROUP INC CL A$72,456$72,456
RYMAN HOSPITALITY PPTYS INC COM$141,930$141,930
SCHNEIDER NATL INC WIS CL B CL B$73,355$73,355
SEACOAST BKG CORP FLA COM NEW COM NEW$205,864$205,864
SEAGATE TECHNOLOGY HOLDINGS PLC$485,788$485,788
SEMTECH CORP COM$147,380$147,380
SHAKE SHACK INC CL A$77,517$77,517
SILGAN HLDGS INC COM$116,346$116,346
SKYWARD SPECIALTY INS GROUP INC COM$152,461$152,461
SOLARIS ENERGY INFRA STRUCTURE INC$172,388$172,388
SPX TECHNOLOGIES INC COM$304,691$304,691
STAG INDL INC COM$222,766$222,766
STERLING INFRASTRUCTURE INC COM STK$244,984$244,984
STIFEL FINL CORP COM$231,031$231,031
SUPERNUS PHARMACEUTICALS INC COM STK$255,210$255,210
TANDEM DIABETES CARE INC COM NEW COM$130,781$130,781
TEXAS CAP BANCSHARES INC DEL COM$119,966$119,966
TEXAS ROADHOUSE INC COMMON STOCK$152,554$152,554
U S PHYSICAL THERAPY COM$150,323$150,323
UFP INDUSTRIES INC COM$115,451$115,451
ULTRAGENYX PHARMACEUTICAL INC COM$83,950$83,950
UMB FINL CORP COM STK$184,064$184,064
UNITEDHEALTH GROUP INC COM$1,876,675$1,876,675
UTZ BRANDS INC COM CL A$96,399$96,399
VERACYTE INC COM$197,407$197,407
VIAVI SOLUTIONS INC COM NPV$211,167$211,167
VITA COCO CO INC COM$173,343$173,343
VULCAN MATERIALS CO COM$195,661$195,661
WASTE CONNECTIONS INC COM$241,295$241,295
WOODWARD INC COM$1,276,395$1,276,395
WORKDAY INC CL A COM$1,646,074$1,646,074
VANGUARD INDEX FUNDS S&P 500 ETF$131,645,248$131,645,248
EDGEWOOD GROWTH FD INSTL CL$26,806,744$26,806,744
GQG PARTNER EM EQUITY$6,263,236$6,263,236
ISHARES MSCI EAFE INTERNATIONAL K$12,153,422$12,153,422

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$23,774,021USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$23,774,021USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (34 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARROWSTREET CAP GLBL EQITY LONG/SHORT FUNDFMV$6,265,899$6,265,899
ARTISAN DYNAMIC EQUITY NON US EQUITYFMV$20,812,681$20,812,681
CANTILLON GLOBAL EQTY FD CLS S1 USDFMV$22,508,202$22,508,202
CANUTE OFFSHORE LTD SERIES NIR1FMV$11,229,891$11,229,891
DES O HOLDINGS OFFSHORE LTD CLASS A1FMV$18,390,020$18,390,020
ELLIOTT INTERNATIONAL LTD CL CFMV$12,034,844$12,034,844
HOLOCENE ADVISORS OFFSHORE FUND LTDFMV$11,621,391$11,621,391
JAIN GLOBAL INSTITUTIONAL HOLDINGS LTDFMV$4,628,991$4,628,991
LMR MULTI-STRATEGY FD LTDFMV$6,137,825$6,137,825
MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LPFMV$28,628,305$28,628,305
ROKOS GBL MACRO FD LTD CLASS BFMV$4,154,129$4,154,129
SILVER POINT CAPITAL OFFSHORE LTDFMV$9,907,889$9,907,889
SYMMETRY ADAPTIVE FUND INTERNATIONAL LTDFMV$5,543,947$5,543,947
SYSTEMATICA DIVERSIFIED LTD CL AFMV$4,223,083$4,223,083
TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTDFMV$9,025,079$9,025,079
XANTIUM PARTNERS FUND LTDFMV$6,597,338$6,597,338
PRIVATE CREDIT MANAGERS II OFFSHORE LPFMV$9,433,768$9,433,768
PRIVATE CREDIT MANAGERS III OFFSHORE LPFMV$11,504,129$11,504,129
PRIVATE CREDIT MANAGERS IV OFFSHORE LPFMV$6,795,728$6,795,728
AG REALTY FUND VII TEFMV$8,502$8,502
BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LPFMV$1,435,181$1,435,181
PRIVATE EQUITY MANAGERS 2013 OFFSHOREFMV$6,184,540$6,184,540
PRIVATE EQUITY MANAGERS 2014 OFFSHORE LPFMV$2,798,890$2,798,890
PRIVATE EQUITY MANAGERS 2015 OFFSHORE LPFMV$5,126,285$5,126,285
PRIVATE EQUITY MANAGERS 2016 OFFSHOREFMV$5,569,739$5,569,739
PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSPFMV$21,736,123$21,736,123
PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSPFMV$23,220,971$23,220,971
PRIVATE EQUITY MANAGERS 2019 OFFSHOREFMV$25,770,045$25,770,045
PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSPFMV$17,339,398$17,339,398
PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSPFMV$18,004,443$18,004,443
E&F PRIVATE EQUITY MANAGERS 2022 OFFSHORE LPFMV$11,479,312$11,479,312
E&F PRIVATE EQUITY MANAGERS 2023 OFFSHORE LPFMV$5,046,745$5,046,745
E&F PRIVATE EQUITY MANAGERS 2025 OFFSHORE LPFMV$205,499$205,499
VINTAGE VI OFFSHORE LPFMV$2,901,866$2,901,866

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
OFFICE CONDOMINIUM$5,014,438$4,563,598$450,840$450,840
FURNITURE AND EQUIPMENT$743,513$658,141$85,372$85,372

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERMAN STEIFMAN LLP$420$0$420
DEBEVOISE & PLIMPTON LLP$35,728$0$33,395
BODMAN PLC$3,015$0$2,895

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST AND DIVIDENDS RECEIVABLE$76,720$124,212$124,212
PREPAID TAXES$0$78,007$78,007

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAX ON UNREALIZED APPRECIATIONDesc
Amt$103,150Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COPIER MAILING AND FAX$10,913$333$10,699
GRANT-RELATED EXPENSE (EVALUATION & TECHNICAL ASSISTANCE)$90,478$0$90,478
INSURANCE$86,138$4,820$84,553
MEETINGS AND SPECIAL PROJECTS$100,000$0$100,000
OFFICE SUPPLIES & MISC$160,037$4,972$152,428

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
RETURNED GRANTS$17,627$17,627
LIMITED PARTNERSHIP NET INVESTMENT INCOME/(LOSS)-$410,133-$410,133-$417,061

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET CHANGE IN UNREALIZED APPRECIATIONDesc
Amt$7,420,823Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX PAYABLE$3,956,087$4,059,237
PRIVATE EQUITY MANAGERS 2024 OFFSHORE$225,309$146,242

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OCIO ADVISORY FEES$1,499,790$1,499,790$0
INVESTMENT FEES AND EXPENSES$1,167,089$1,167,089$0
CUSTODIAN BANK FEES$127,889$127,889$0
CONSULTANTING & EMPLOYMENT FEES$533,215$0$482,486
COMMUNICATIONS CONSULTANT FEES AND EXPENSES$1,222,348$0$1,231,958

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,142,878Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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