Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 07-01-2011 , and ending 06-30-2012
G
Check all that apply:
Name of foundation
SURDNA FOUNDATION INC
ATT MARC DE VENOGE
% SURDNA FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)330 MADISON AVENUE 30TH FLOOR   Room/suite
City or town, state, and ZIP code
NEW YORK, NY100175001
A Employer identification number

13-6108163
B Telephone number (see page 10 of the instructions)

(212) 557-0010
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$814,855,442J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,758,780
2 Check bullet
3 Interest on savings and temporary cash investments 102 102  
4 Dividends and interest from securities...... 8,903,689 21,504,567  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,134,877
b Gross sales price for all assets on line 6a 102,683,686
7 Capital gain net income (from Part IV, line 2)... 22,868,055
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 54,537,631 611,840  
12 Total. Add lines 1 through 11........ 73,335,079 44,984,564  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,555,910     1,555,910
14 Other employee salaries and wages...... 1,373,792     1,373,792
15 Pension plans, employee benefits....... 785,267     785,267
16a Legal fees (attach schedule)......... Click to see attachment 28,672 0 0 28,672
b Accounting fees (attach schedule)....... Click to see attachment 89,864 0 0 89,864
c Other professional fees (attach schedule).... Click to see attachment 3,744,124 2,351,657   1,392,467
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 406,469     186,469
19 Depreciation (attach schedule) and depletion... Click to see attachment 199,475    
20 Occupancy.............. 921,368     921,368
21 Travel, conferences, and meetings....... 499,814     499,814
22 Printing and publications.......... 43,230     43,230
23 Other expenses (attach schedule)....... Click to see attachment 677,485 8,116,661   677,485
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,325,470 10,468,318 0 7,554,338
25 Contributions, gifts, grants paid........ 32,508,913 36,544,663
26 Total expenses and disbursements. Add lines 24 and 25 42,834,383 10,468,318 0 44,099,001
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 30,500,696
b Net investment income (if negative, enter -0-) 34,516,246
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 250,440 19,001,187 19,001,187
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment18,330,612 18,330,612
b Investments—corporate stock (attach schedule)........ 198,204,306 Click to see attachment131,749,111 131,749,111
c Investments—corporate bonds (attach schedule)........ 133,400,271 Click to see attachment44,546,634 44,546,634
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 514,909,185 Click to see attachment589,295,971 589,295,971
14 Land, buildings, and equipment: basis bullet1,773,267
Less: accumulated depreciation (attach schedule) bullet788,305 1,162,581 Click to see attachment984,962 984,962
15 Other assets (describe bullet) Click to see attachment19,436,896 Click to see attachment10,946,965 Click to see attachment10,946,965
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 867,363,679 814,855,442 814,855,442
Liabilities 17 Accounts payable and accrued expenses.......... 655,917 983,141
18 Grants payable................... 20,519,000 16,483,250
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment18,217,576 Click to see attachment9,942,067
23 Total liabilities (add lines 17 through 22).......... 39,392,493 27,408,458
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 827,971,186 787,446,984
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 827,971,186 787,446,984
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 867,363,679 814,855,442
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 827,971,186
2 Enter amount from Part I, line 27a..................... 2 30,500,696
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 858,471,882
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 71,024,898
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 787,446,984
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a SALE OF PUBLICALLY TRADED SECURITIES      
b NET CAPITAL GAIN FROM PARTNERSHIPS      
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 87,928,528   79,815,631 8,112,897
b 14,755,158   0 14,755,158
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       8,112,897
b       14,755,158
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 22,868,055
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 44,549,863 796,727,524 0.055916
2009 40,373,154 750,471,060 0.053797
2008 44,224,764 771,385,197 0.057332
2007 43,234,341 958,541,591 0.045104
2006 39,143,569 944,115,062 0.041461
2 Total of line 1, column (d) ...................... 2 0.25361
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.050722
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 798,039,355
5 Multiply line 4 by line 3....................... 5 40,478,152
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 345,162
7 Add lines 5 and 6......................... 7 40,823,314
8 Enter qualifying distributions from Part XII, line 4.............. 8 44,120,857
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 345,162
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 345,162
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 345,162
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,032,145
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,032,145
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 686,983
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet686,983 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCA, NY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SURDNA.ORG
    14
    The books are in care ofbulletSURDNA FOUNDATION INC Telephone no.bullet (212) 557-0010
    Located atbullet330 MADISON AVENUENEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PHILLIP HENDERSON PRESIDENT
    40.0     		438,048 34,003 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MARC DE VENOGE CFO AND ASSISTANT TREASURER
    40.0     		335,978 39,139 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    STEVEN KELBAN EXECUTIVE DIRECTOR
    40.0     		219,017 3,653 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHARON ALPERT SR. DIR. OF PROGRAM STRATEGIES
    40.0     		185,254 31,594 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHAWN ESCOFFERY PROGRAM DIRECTOR - SLE
    40.0     		159,650 12,932 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    ELLEN RUDOLPH PROGRAM DIR -THRIVING CULTURES
    40.0     		119,932 5,517 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JUDILIEE REED PROGRAM DIR -THRIVING CULTURES
    40.0     		98,031 8,733 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JOSEPHINE LOWMAN CHAIRPERSON
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    PETER B BENEDICT II VICE CHAIRPERSON
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MICHAEL S SPENSLEY DVM TREASURER/SECRETARY
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    BRUCE ABERNETHY DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    ELIZABETH H ANDRUS DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JUDY BELK DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    THOMAS H CASTRO DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    CARRA COTE-ACKAH DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JOCELYN DOWNIE DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    LAWRENCE SC GRIFFITH MD DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JOHN F HAWKINS DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    KELLY D NOWLIN DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    GWEN WALDEN DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    JON GOLDBERG GRANTS MGMT/MIS DIR.
    40.0     		174,434 31,522 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MICHELLE KNAPIK PRGM DIR SUST. ENVIR
    40.0     		142,146 12,463 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    LYNN STERN SR. PROGRAM OFFICER
    40.0     		117,215 12,701 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    HELEN CHIN PROGRAM OFF. - ENVIR
    40.0     		101,095 26,393 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JEE KIM PROGRAM DIRECTOR
    40.0     		100,889 17,092 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    Total number of other employees paid over $50,000...................bullet 5
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CAMBRIDGE ASSOCIATES INVEST. CONSULTING 1,485,506
    100 SUMMER STREET
    BOSTON,MA02110
    THE NORTHERN TRUST COMPANY CUSTODIAL BANK 277,476
    50 S LASALLE STREET
    CHICAGO,IL60675
    WELLINGTON TRUST COMPANY NA INVESTMENT MANAGER 259,662
    PO BOX 13766
    NEWARK,NJ13766
    CENTER FOR APPLIED RESEARCH CONSULTING 255,058
    1600 JFK BLVD SUITE 600
    PHILADELPHIA,PA19103
    SPITFIRE STRATEGIES CONSULTING 210,000
    1800 M STREET
    WASHINGTON,DC20036
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    202,512,598
    b
    Average of monthly cash balances.......................
    1b
    20,922,351
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    586,757,290
    d
    Total (add lines 1a, b, and c).........................
    1d
    810,192,239
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    810,192,239
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    12,152,884
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    798,039,355
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    39,901,968
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    39,901,968
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    345,162
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    345,162
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    39,556,806
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    39,556,806
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    39,556,806
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    44,099,001
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    21,856
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    44,120,857
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    345,162
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    43,775,695
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 39,556,806
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:2009, 2008, 2007 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008....... 6,129,864
    d From 2009....... 3,050,907
    e From 2010....... 5,255,185
    fTotal of lines 3a through e......... 14,435,956
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 44,120,857
    a Applied to 2010, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 39,556,806
    e Remaining amount distributed out of corpus 4,564,051
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 19,000,007
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		19,000,007
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008.... 6,129,864
    c Excess from 2009.... 3,050,907
    d Excess from 2010.... 5,255,185
    e Excess from 2011.... 4,564,051
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    SURDNA FOUNDATION INC
    330 MADISON AVENUE
    NEW YORK,NY10017
    (212) 557-0010
    bThe form in which applications should be submitted and information and materials they should include:
    SURDNA GENERALLY FOLLOWS A TWO-STAGE APPLICATION PROCESS - LETTER OF INQUIRY, AND FULL PROPOSAL. BECAUSE OF THE LARGE NUMBER OF REQUESTS SURDNA RECEIVES AND THE AMOUNT OF TIME IT TAKES FOR AN APPLICANT TO DEVELOP A FULL GRANT PROPOSAL, APPLICANTS ARE ASKED TO SEND FULL PROPOSALS ONLY WHEN REQUESTED BY A FOUNDATION STAFF MEMBER. THE FIRST STEP FOR MOST APPLICANTS, THEREFORE, IS SENDING SURDNA A LETTER OF INQUIRY.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE SURDNA FOUNDATION MAKES GRANTS TO NONPROFIT ORGANIZATION IN THE AREAS OF ENVIRONMENT, COMMUNITY REVITALIZATION, EFFECTIVE CITIZENRY, THE ARTS, AND THE NONPROFIT SECTOR.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    52nd Street Project
    789 Tenth Avenue
    New York,NY10019     		No Relationship Public General Support 25,000
    A Home Within
    2500 18th Street
    san francisco,CA94110     		No Relationship Public General Support 49,000
    Adakum Educational Foundation
    525 W 141st St Ground floor
    New York,NY10031     		No Relationship Public General Support 710
    Admin of the Tulane Educa Fund-Tulane City Center
    6823 saint charles avenue
    new orleans,LA70118     		No Relationship Public General Support 80,000
    Adoption & Foster Care Mentoring
    727 Atlantic Ave 3rd Floor
    boston,MA02111     		No Relationship Public General Support 108,000
    Adventure Cycling Association
    150 E Pine
    Missoula,MT59802     		No Relationship Public General Support 15,000
    Advocates for Human Rights
    330 Second Ave South Ste 800
    minneapolis,MN55454     		No Relationship Public General Support 96,000
    Affinity Community Services
    P O Box 377948
    Chicago,IL60637     		No Relationship Public General Support 33,000
    African Development Center of Minnesota
    1931 South 5th Street
    Minneapolis,MN55454     		No Relationship Public General Support 100,000
    Air Traffic Control Education Fund Inc
    1475 15th Street
    san francisco,CA94103     		No Relationship Public General Support 30,000
    Alliance for California Traditional Arts
    1245 Van Ness Ave
    Fresno,CA93721     		No Relationship Public General Support 180,000
    Alliance For Justice
    Eleven Dupont Circle NW
    washington,DC20036     		No Relationship Public General Support 25,000
    Alonzo King's LINES Ballet
    26 Seventh Street
    san francisco,CA94103     		No Relationship Public General Support 75,000
    American Council for an Energy-Efficient Economy
    529 14th St NW 600
    washington,DC20045     		No Relationship Public General Support 100,000
    American Forest Foundation
    1111 Nineteenth St NW 780
    washington,DC20036     		No Relationship Public General Support 5,000
    American Humane Association
    1400 16th Street NW Suite 360
    washington,DC20036     		No Relationship Public General Support 5,000
    American Lung Association
    1301 Pennsylvania Ave NW 800
    washington,DC20004     		No Relationship Public General Support 125,000
    American Veterinary Medical Foundation
    1931 N Meacham Rd Suite 100
    Schaumburg,IL60173     		No Relationship Public General Support 2,500
    Americans for the Arts
    1000 Vermont Ave NW 6th fl
    washington,DC20005     		No Relationship Public General Support 50,000
    Antioch University
    40 Avon Street
    keene,NH03431     		No Relationship Public General Support 3,000
    Armory Center for the Arts
    145 North Raymond Avenue
    Pasadena,CA91103     		No Relationship Public General Support 75,000
    Art Center College of Design
    1700 Lida Street
    Pasadena,CA91103     		No Relationship Public General Support 75,000
    Artists Collective Inc
    1200 Albany Avenue
    hartford,CT06112     		No Relationship Public General Support 75,000
    Arts Engine
    145 West 24th Street 3rd Floor
    New York,NY10011     		No Relationship Public General Support 75,000
    Arts Teachers Fellowship Program
    330 madison avenue
    new york,NY10017     		No Relationship Public General Support 130,000
    ArtSpot Productions
    7100 St Charles Avenue
    new orleans,LA70118     		No Relationship Public General Support 100,000
    AS220
    115 Empire St
    providence,RI02903     		No Relationship Public General Support 75,000
    Asian American Writers' Workshop
    110-112 West 27th Street 600
    New York,NY10001     		No Relationship Public General Support 50,000
    Aspen Institute
    One Dupont Circle NW 700
    washington,DC20036     		No Relationship Public General Support 10,000
    Aspiranet
    400 Oyster Point Blvd Suite 501
    south san francisco,CA94080     		No Relationship Public General Support 106,000
    Associated Black Charities Inc
    1114 Cathedral Street
    Baltimore,MD21201     		No Relationship Public General Support 100,000
    Astraea Foundation
    116 East 16th Street 7th Floor
    New York,NY10003     		No Relationship Public General Support 2,500
    Atlantic Center for the Arts Inc
    1414 Art Center Avenue
    new smyrna beach,FL32168     		No Relationship Public General Support 50,000
    Avon Products Foundation
    PO Box 1073
    rye,NY10580     		No Relationship Public General Support 100
    Baltimore Community Foundation
    2 E Read St Suite 101
    Baltimore,MD21202     		No Relationship Public General Support 50,000
    Baltimore School for the Arts
    712 Cathedral Street
    Baltimore,MD21201     		No Relationship Public General Support 80,000
    Baltimore's Safe and Sound Campaign
    2 East Read Street 3rd fl
    Baltimore,MD21202     		No Relationship Public General Support 61,000
    BART Foundation
    PO Box 185
    adams,MA01220     		No Relationship Public General Support 3,000
    Baum Foundation-The Future We Want
    PO Box 475027
    san francisco,CA94147     		No Relationship Public General Support 75,000
    Baypath Humane Society of Hopkinton
    5 Rafferty Rd PO Box 23
    hopkinton,MA01748     		No Relationship Public General Support 1,000
    Bedford Stuyvesant Restoration Corporation
    1368 Fulton Street
    brooklyn,NY11216     		No Relationship Public General Support 75,000
    Bend's Community Center
    1036 NE 5th Street
    bend,OR97701     		No Relationship Public General Support 26,000
    Berkeley Repertory Theatre
    2025 Addison Street
    berkeley,CA94704     		No Relationship Public General Support 5,000
    Beth Chayim Chadashim
    6090 W Pico Blvd
    los angeles,CA90035     		No Relationship Public General Support 15,000
    Big Brothers Big Sisters of Franklin County
    PO Box 100
    greenfield,MA01302     		No Relationship Public General Support 750
    Blue Green Alliance Foundation
    2828 University Ave SE Suite 200
    minneapolis,MN55414     		No Relationship Public General Support 425,000
    BoardSource
    750 9th Street NW Suite 650
    washington,DC20001     		No Relationship Public General Support 100,000
    Boston Arts Academy Foundation
    174 Ipswich Street
    boston,MA02215     		No Relationship Public General Support 330,000
    Boston Children's Chorus
    112 Shawmut Avenue Suite 5B
    boston,MA02218     		No Relationship Public General Support 80,000
    Boston College
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		No Relationship Public General Support 4,000
    Boston Foundation-SkillWorks
    75 Arlington Street
    boston,MA02215     		No Relationship Public General Support 15,000
    Boston University Tanglewood Institute
    855 Commonwealth Avenue
    boston,MA02215     		No Relationship Public General Support 80,000
    Boston Youth Symphony Orchestras
    855 Commonwealth Avenue
    boston,MA02215     		No Relationship Public General Support 75,000
    Boys & Girls Club of Martin Cty Indiantown Branch
    PO Box 910
    Hobe Sound,FL33475     		No Relationship Public General Support 4,000
    Boys and Girls Harbor
    One East 104th Street
    New York,NY10029     		No Relationship Public General Support 75,000
    Breast Cancer Fund
    1388 Sutter Street Suite 400
    san francisco,CA94109     		No Relationship Public General Support 5,000
    Brecht Forum Inc
    451 West Street
    New York,NY10014     		No Relationship Public General Support 2,500
    Brightline Defense Project
    1028A Howard Street
    san francisco,CA94103     		No Relationship Public General Support 75,000
    Brookings Institution
    1775 Massachusetts Avenue NW
    washington,DC20036     		No Relationship Public General Support 500,000
    Brooklyn Youth Chorus Academy
    179 Pacific Street
    brooklyn,NY11201     		No Relationship Public General Support 75,000
    Business Alliance for Local Living Economies
    305 Flora Street suite e
    bellingham,WA98225     		No Relationship Public General Support 112,500
    California Institute of the Arts
    24700 McBean Parkway
    Valencia,CA91355     		No Relationship Public General Support 35,000
    Capitol Region Education Council Foundation
    111 Charter Oak Avenue
    hartford,CT06106     		No Relationship Public General Support 75,000
    Carnegie InstituteAndy Warhol Museum
    4400 Forbes Avenue
    Pittsburgh,PA15213     		No Relationship Public General Support 60,000
    Carolina Youth Development Center
    5055 Lackawanna Boulevard
    North Charleston,SC29405     		No Relationship Public General Support 163,000
    Casa de los Ninos
    1101 N 4th Avenue
    tucson,AZ85705     		No Relationship Public General Support 4,000
    Casa Valentina Inc
    2990 SW 35th Ave Ste 2
    miami,FL33133     		No Relationship Public General Support 45,000
    Center for Alternative Dispute Resolution
    7315 Hanover Parkway Suite C
    greenbelt,MD20770     		No Relationship Public General Support 41,000
    Center for Clean Air Policy
    750 First Street NE Suite 940
    washington,DC20002     		No Relationship Public General Support 125,000
    Center for Effective Philanthropy
    675 Massachusetts Ave 7th Fl
    cambridge,MA02139     		No Relationship Public General Support 55,000
    Center for Labor and Community Research
    3411 W Diversey Suite 10
    Chicago,IL60647     		No Relationship Public General Support 170,000
    Center for Planning Excellence
    100 Lafayette St
    baton rouge,LA70801     		No Relationship Public General Support 15,000
    Center for Progressive Leadership-Social Justice L
    1133 19th Street NW 9th Floor
    washington,DC20036     		No Relationship Public General Support 15,000
    Center for Public IntegrityThe Lens
    910 17th Street NW 7th Floor
    washington,DC20006     		No Relationship Public General Support 200,000
    Center for Rural Strategies
    46 East Main St
    whitesburg,KY41858     		No Relationship Public General Support 100,000
    Center for Urban Pedagogy
    232 Third Street D201
    brooklyn,NY11215     		No Relationship Public General Support 25,000
    Center for Whole Communities
    700 Bragg Hill Road
    fayston,VT05673     		No Relationship Public General Support 3,000
    Center of Creative Arts (COCA)
    524 Trinity Avenue
    st louis,MO63130     		No Relationship Public General Support 75,000
    Central Oregon Community College Foundation
    2600 NW College Way
    bend,OR97701     		No Relationship Public General Support 1,000
    Ceres Inc
    99 Chauncy St 6th Floor
    boston,MA02111     		No Relationship Public General Support 265,000
    Chatham Bay Foundation
    1415 Foulk Road Suite 104
    wilmington,DE19803     		No Relationship Public General Support 3,000
    Chesapeake Climate Action Network
    PO Box 11138
    takoma park,MD20912     		No Relationship Public General Support 75,000
    Chewonki Foundation Inc
    485 Chewonki Neck Road
    wiscasset,ME04578     		No Relationship Public General Support 100
    Chhaya Community Development
    37-43 77th Street 2nd Floor
    jackson heights,NY11372     		No Relationship Public General Support 80,000
    Chicago Workforce Investment Council
    60 W Randolph Suite 200
    Chicago,IL60601     		No Relationship Public General Support 100,000
    Chicago Youth Symphony Orchestras
    410 S Michigan Ave 833
    Chicago,IL60605     		No Relationship Public General Support 80,000
    Children's Institute
    711 S New Hampshire Avenue
    Los Angeles,CA90005     		No Relationship Public General Support 2,500
    Children's Medical Center of Dayton
    One Childrens Plaza
    dayton,OH45404     		No Relationship Public General Support 4,000
    Chittenden Community Television
    294 North Winooski Avenue
    Burlington,VT05401     		No Relationship Public General Support 2,000
    Clean Air-Cool Planet
    161 Cherry Street
    New Caanan,CT06840     		No Relationship Public General Support 15,000
    Clean Economy Development Center
    1707 N St NW
    washington,DC20036     		No Relationship Public General Support 250,000
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No Relationship Public General Support 165,000
    Coleman Advocates for Children and Youth
    459 Vienna Street
    san francisco,CA94112     		No Relationship Public General Support 85,000
    Collateral Repair Project
    PO Box 8160
    medford,OR97501     		No Relationship Public General Support 2,500
    College for Creative Studies
    401 East Kirby
    detroit,MI48202     		No Relationship Public General Support 100,000
    Colorado Animal Rescue
    2801 County Rd 114
    glenwood springs,CO81601     		No Relationship Public General Support 1,000
    Committee For A Better New Orleans
    4902 Canal Street Suite 300
    new orleans,LA70119     		No Relationship Public General Support 60,000
    Community Foundation of New Jersey
    35 Knox Hill Road
    morristown,NJ07963     		No Relationship Public General Support 1,000
    Community Law Center
    3355 Keswick Road 200
    Baltimore,MD21211     		No Relationship Public General Support 75,000
    Community MusicWorks
    1392 Westminster Street
    providence,RI02909     		No Relationship Public General Support 75,000
    Community Partners-Geena Davis Institute on Gender
    1000 N Alameda Suite 240
    Los Angeles,CA90012     		No Relationship Public General Support 1,000
    COMPAS
    75 Fifth Street West 304
    stpaul,MN55102     		No Relationship Public General Support 35,000
    Compassion & Choices
    PO Box 101810
    denver,CO80250     		No Relationship Public General Support 10,000
    Connecticut Sports Foundation Against Cancer
    455 Boston Post Road Suite 203B
    old saybrook,CT06475     		No Relationship Public General Support 2,500
    Consultative Group on Biological Diversity
    PO Box 29361
    san francisco,CA94129     		No Relationship Public General Support 40,000
    Cornell University Global Labor Institute
    373 Pine Tree Road
    ithaca,NY14850     		No Relationship Public General Support 100,000
    Coro New York Leadership Center
    42 Broadway Suite 1827-35
    new york,NY10004     		No Relationship Public General Support 15,000
    Corporation for a Skilled Workforce
    1100 Victors Way Suite 10
    ann arbor,MI48108     		No Relationship Public General Support 100,000
    Corporation for Enterprise Development
    1200 G Street NW st 400
    washington,DC20005     		No Relationship Public General Support 30,000
    Council on CompetitivenessFutureWorks
    1500 K Street NW Suite 850
    washington,DC20005     		No Relationship Public General Support 220,000
    Cowles Center for Dance and the Performing Arts
    528 Hennepin Ave
    minneapolis,MN55403     		No Relationship Public General Support 1,000
    Creative Time
    59 East 4th Street 6th Floor
    new york,NY10003     		No Relationship Public General Support 75,000
    Culver Educational Foundation
    1300 Academy Road 153
    culver,IN46511     		No Relationship Public General Support 2,000
    Cumberland Region Tomorrow
    511 Union Street Suite 1600
    nashville,TN37219     		No Relationship Public General Support 150,000
    Dance Theatre of Harlem
    466 West 152nd Street
    new york,NY10031     		No Relationship Public General Support 75,000
    Demos A Network for Ideas & Actions
    220 Fifth Ave 2nd Floor
    new york,NY10001     		No Relationship Public General Support 200,000
    Denver Foundation-Mile High Transit Opportunity Co
    55 Madison Street 8th Floor
    denver,CO80206     		No Relationship Public General Support 15,000
    Deschutes United Way
    PO Box 5969
    detroit,MI48201     		No Relationship Public General Support 3,000
    Design Corps
    2243 The Circle
    raleigh,NC27608     		No Relationship Public General Support 80,000
    Detroit Symphony Orchestra
    3711 Woodward Avenue
    detroit,MI48201     		No Relationship Public General Support 75,000
    Discovery Green Conservancy
    1500 McKinney
    houston,TX77010     		No Relationship Public General Support 10,000
    Domestic Workers United and Jews for Racial and Ec
    10 West 37th Street suite 4w
    new york,NY10018     		No Relationship Public General Support 103,000
    Downtown Community Television Center
    87 Lafayette Street
    new york,NY10013     		No Relationship Public General Support 50,000
    Dr Susan Love Research Foundation
    2811 Wilshire Blvd Suite 500
    santa monica,CA90403     		No Relationship Public General Support 2,000
    DreamYard Project
    1085 Washington Avenue
    bronx,NY10456     		No Relationship Public General Support 75,000
    Drum Major Institute for Public Policy
    40 Exchange Place Suite 2001
    new york,NY10005     		No Relationship Public General Support 10,000
    DRU-Mondawmin Healthy Families Inc
    940 Madison Avenue
    Baltimore,MD21201     		No Relationship Public General Support 500
    Duke University - Office of Research Support
    2200 W Main Street suite 710
    durham,NC27705     		No Relationship Public General Support 20,000
    East Bay Alliance for a Sustainable Economy
    1814 Franklin Street Suite 325
    oakland,CA94612     		No Relationship Public General Support 100,000
    Eastside Arts Alliance
    PO Box 17008
    oakland,CA94601     		No Relationship Public General Support 75,000
    Edmund Muskie School of Public Service
    PO box 15010
    portland,ME04112     		No Relationship Public General Support 10,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Suite 203
    miami,FL33132     		No Relationship Public General Support 75,000
    Educational Resources - The Miami Valley School
    5151 Denise Drive
    dayton,OH45429     		No Relationship Public General Support 30,000
    Ella Baker Center for Human Rights
    1970 Broadway Suite 450
    oakland,CA94612     		No Relationship Public General Support 115,000
    Ellington FundDuke Ellington School of the Arts
    3500 r street nw suite 100
    washington,DC20007     		No Relationship Public General Support 75,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW
    washington,DC20036     		No Relationship Public General Support 500,000
    Emmitt Smith Charities
    PO Box 803316
    dallas,TX75380     		No Relationship Public General Support 500
    Energy Coordinating Agency of Philadelphia
    1924 Arch Street
    philadelphia,PA19103     		No Relationship Public General Support 100,000
    Energy Programs Consortium
    1232 31st Steet NW
    washington,DC20007     		No Relationship Public General Support 125,000
    Enterprise Community PartnersNortheast Ohio Energ
    10227 Wincopin Circle
    columbia,MD21044     		No Relationship Public General Support 15,000
    Environmental and Energy Study Institute
    1112 16th St NW Suite 300
    washington,DC20036     		No Relationship Public General Support 112,500
    Environmental Law and Policy Center of the Midwest
    35 East Wacker Drive Suite 1600
    Chicago,IL60601     		No Relationship Public General Support 100,000
    Environmental Leadership Program
    PO Box 907
    greenbelt,MD20768     		No Relationship Public General Support 100,000
    Equine Partners Inc
    112 E Main Street
    hopkinton,MA01748     		No Relationship Public General Support 5,000
    Families United for Racial and Economic Equality (
    81 Willoughby Street 701
    brooklyn,NY11201     		No Relationship Public General Support 75,000
    Family Alternatives
    1089 SE 10th Ave
    minneapolis,MN55414     		No Relationship Public General Support 136,000
    Fay-Penn Economic Development Council-American Sus
    1040 Eberly Way Suite 200
    Lemont Furnace,PA15456     		No Relationship Public General Support 15,000
    Federation Employment and Guidance Service Inc
    315 Hudson Street
    New York,NY10013     		No Relationship Public General Support 75,000
    First Place for Youth
    426 17th Street Suite 100
    oakland,CA94612     		No Relationship Public General Support 114,000
    First Star Inc
    901 K Street NW suite 700
    washington,DC20001     		No Relationship Public General Support 76,500
    Forestdale Inc
    67-35 112 St
    forest hills,NY11375     		No Relationship Public General Support 94,000
    Foundation Center
    79 Fifth Ave
    new york,NY10003     		No Relationship Public General Support 35,000
    Foundation for Excellence in Yorktown Education
    PO Box 1452
    yorktown heights,NY10598     		No Relationship Public General Support 830
    Foundation for National ProgressMother Jones
    222 Sutter Street 6th floor
    san francisco,CA94108     		No Relationship Public General Support 100,000
    Fractured Atlas Productions Inc
    248 W 35th St 10th Floor
    new york,NY10001     		No Relationship Public General Support 27,000
    Fund for Our Economic Future
    1360 East Ninth Street Suite 210
    cleveland,OH44114     		No Relationship Public General Support 200,000
    Funders' Network for Smart Growth and Livable Comm
    1500 San Remo Avenue suite 249
    coral gables,FL33146     		No Relationship Public General Support 515,000
    Gamaliel Foundation-Transportation Equity Network
    221 N LaSalle 1320
    Chicago,IL60601     		No Relationship Public General Support 265,000
    Georgetown University
    37th O Streets NW
    washington,DC20057     		No Relationship Public General Support 150,000
    German Marshall Fund of the United States
    1744 R St NW
    washington,DC20009     		No Relationship Public General Support 100,000
    Germantown Friends School
    31 West Coulter Street
    philadelphia,PA19144     		No Relationship Public General Support 5,000
    Global Action Project Inc
    130 West 25th St 2C
    new york,NY10001     		No Relationship Public General Support 50,000
    Global Philanthropy Partnership-STAR Community Ind
    643 W Arlington Place
    Chicago,IL60614     		No Relationship Public General Support 275,000
    Global Philanthropy Partnership
    643 W Arlington Place
    Chicago,IL60614     		No Relationship Public General Support 410,000
    Good Jobs First
    1616 P Street NW suite 210
    washington,DC20036     		No Relationship Public General Support 150,000
    Good Shepherd ServicesFoster Pride
    305 7th Avenue
    New York,NY10001     		No Relationship Public General Support 56,000
    Good Work Network
    2028 Oretha Castle Haley Blvd
    new orleans,LA70113     		No Relationship Public General Support 85,000
    Grantmakers in the Arts
    4055 21st Avenue West Suite 100
    seattle,WA98199     		No Relationship Public General Support 15,000
    Grants Managers Network
    1666 K Street NW suite 440
    washington,DC20006     		No Relationship Public General Support 100
    Grassroots Global Justice
    PO Box 2096
    Beaumont,CA92223     		No Relationship Public General Support 15,000
    Grassroots Leadership
    PO Box 36006
    charlotte,NC28236     		No Relationship Public General Support 14,000
    Greater Minneapolis Council of Churches
    PO Box 7509 1001 East Lake St
    minneapolis,MN55407     		No Relationship Public General Support 10,000
    Greater New Orleans Foundation
    1055 St Charles Ave Suite 100
    new orleans,LA70130     		No Relationship Public General Support 250,000
    Greater Ohio Policy Center
    399 E Main Street suite 140
    columbus,OH43215     		No Relationship Public General Support 75,000
    GreenFaith
    101 South Third Ave 12
    highland park,NJ08904     		No Relationship Public General Support 50,000
    Greenlining Institute
    1918 University Ave 2nd floor
    berkeley,CA94704     		No Relationship Public General Support 125,000
    Groundswell Community Mural Project
    540 President Street suite 1a
    brooklyn,NY11215     		No Relationship Public General Support 40,000
    Haystack Mountain School of Crafts
    PO Box 518
    deer isle,ME04627     		No Relationship Public General Support 15,000
    Head-Royce School
    4315 Lincoln Street
    oakland,CA94602     		No Relationship Public General Support 5,000
    Heart and Soul Animal Sanctuary
    369 Montezuma Ave 130
    Santa Fe,NM87501     		No Relationship Public General Support 1,000
    Heart of Los Angeles Youth Inc
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057     		No Relationship Public General Support 45,000
    Hester Street Collaborative
    113 Hester Street
    New York,NY10002     		No Relationship Public General Support 40,000
    Highpoint Center for Printmaking
    912 West Lake Street
    minneapolis,MN55408     		No Relationship Public General Support 1,000
    His House Children's Home
    20000 NW 47th Avenue
    miami gardens,FL33055     		No Relationship Public General Support 1,500
    Hispanics In Philanthropy
    414 13th Street suite 200
    oakland,CA94612     		No Relationship Public General Support 15,000
    Hopkinton Community Endowment-Hopkinton Center for
    77 Main St
    hopkinton,MA01748     		No Relationship Public General Support 7,500
    Hopkinton Education Foundation
    PO Box 109
    hopkinton,MA01748     		No Relationship Public General Support 3,500
    Hopkinton High School Athletics Boosters Club
    41 Blueberry Lane
    hopkinton,MA01748     		No Relationship Public General Support 500
    Hopkinton Music Association
    PO Box 242
    hopkinton,MA01748     		No Relationship Public General Support 1,000
    Hopkinton Parent Teacher Association
    PO Box 608
    hopkinton,MA01748     		No Relationship Public General Support 2,500
    Housing Virginia Campaign Inc
    PO Box 4658
    richmond,VA23220     		No Relationship Public General Support 75,000
    Houston A Challenge
    2700 Southwest Freeway Suite B
    houston,TX77098     		No Relationship Public General Support 1,000
    IAF Northwest (formerly Justice Alliance Education
    649 Strander Blvd Suite B
    tukwila,WA98188     		No Relationship Public General Support 100,000
    ICLEI - Local Governments for Sustainability
    436 14th Street Suite 1520
    oakland,CA94612     		No Relationship Public General Support 175,000
    Independent Sector
    1602 L Street NW Suite 900
    washington,DC20036     		No Relationship Public General Support 25,000
    Inglis House
    2600 Belmont Avenue
    philadelphia,PA19131     		No Relationship Public General Support 5,000
    Initiative for a Competitive Inner City
    184 Dudley Street Suite 400
    boston,MA02119     		No Relationship Public General Support 1,000
    Innovative Services NW
    9414 NE Fourth Plain Road
    vancouver,WA98662     		No Relationship Public General Support 100,000
    Institute for Agriculture and Trade Policy
    2105 First Avenue South
    minneapolis,MN55404     		No Relationship Public General Support 36,000
    Institute for Community Peace
    1101 Pennsylvania Ave NW
    washington,DC20004     		No Relationship Public General Support 55,000
    Institute for Democratic Education and Culture
    PO Box 22748
    oakland,CA94609     		No Relationship Public General Support 15,000
    Institute for Southern Studies
    PO Box 531
    durham,NC27702     		No Relationship Public General Support 75,000
    Institute for Sustainable Communities
    535 Stone Cutters Way
    montpelier,VT05602     		No Relationship Public General Support 225,000
    Institute of Contemporary Art
    100 Northern Avenue
    boston,MA02210     		No Relationship Public General Support 75,000
    Interise
    197 Portland Street 2nd Floor
    boston,MA02114     		No Relationship Public General Support 100,000
    Involvement Advocacy
    PO Box 10506
    dayton,OH45402     		No Relationship Public General Support 1,000
    ISAIAH
    2356 University Ave W
    st paul,MN55114     		No Relationship Public General Support 150,000
    Isidore Newman School
    1903 Jefferson Avenue
    new orleans,LA70115     		No Relationship Public General Support 25,000
    Isles
    10 Wood St
    trenton,NJ08618     		No Relationship Public General Support 15,000
    Jazz at Lincoln Center
    33 West 60th Street
    New York,NY10023     		No Relationship Public General Support 100,000
    Jewish Funds for JusticeFunders' Collaborative
    330 Seventh Avenue Suite 1902
    New York,NY10001     		No Relationship Public General Support 315,000
    Jewish Funds for Justice
    330 Seventh Avenue Suite 1902
    New York,NY10001     		No Relationship Public General Support 100
    Jews for Racial and Economic Justice
    666 Broadway Suite 500
    New York,NY10012     		No Relationship Public General Support 59,000
    Job Opportunities Task Force
    111 Water St Ste 201
    Baltimore,MD21202     		No Relationship Public General Support 112,500
    Jobs For The Future
    88 Broad St 8th Floor
    boston,MA02110     		No Relationship Public General Support 100,000
    Jobs with Justice Education FundUnity
    1325 Massachusetts Ave NW Ste 200
    washington,DC20005     		No Relationship Public General Support 115,000
    John E Andrus Memorial Inc
    185 Old Broadway
    HastingsonHudson,NY10706     		No Relationship Public General Support 800,000
    Johns Hopkins University - Center for Refugee and
    615 N Wolfe St/W1600
    Baltimore,MD21205     		No Relationship Public General Support 5,000
    Johns Hopkins University - Department of Gynecolog
    600 North Wolfe St Phipps Room 264
    Baltimore,MD21287     		No Relationship Public General Support 40,000
    Joy Outdoor Education Center Foundation
    PO Box 157
    clarksville,OH45113     		No Relationship Public General Support 5,000
    Julia Dyckman Andrus Memorial
    1156 North Broadway
    yonkers,NY10701     		No Relationship Public General Support 803,500
    Juma Ventures
    131 Steuart Street Ste 201
    san francisco,CA94105     		No Relationship Public General Support 140,000
    JumpStart Inc
    6701 Carnegie Avenue Suite 100
    cleveland,OH44103     		No Relationship Public General Support 550,000
    Just Communities Central Coast
    1528 Chapala Street suite 308
    santa barbara,CA93101     		No Relationship Public General Support 75,000
    Juvenile Justice Project of Louisiana
    1001 S Broad St 217
    New Orleans,LA70125     		No Relationship Public General Support 350,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    minneapolis,MN55411     		No Relationship Public General Support 50,000
    Keep A Breast Foundation
    2251 Las Palmas Dr
    carlsbad,CA92011     		No Relationship Public General Support 1,500
    Kentucky Center Governor's School for the Arts
    501 West Main Street
    louisville,KY40202     		No Relationship Public General Support 40,000
    Kenyon Review
    102 W Wiggin St
    gambier,OH43050     		No Relationship Public General Support 50,000
    Khmer Arts Academy
    375 Redondo Avenue Suite 156
    long beach,CA90814     		No Relationship Public General Support 15,000
    LA Gay & Lesbian Center
    1625 N Schrader Blvd
    Los Angeles,CA90028     		No Relationship Public General Support 40,000
    Latino Donor Collaborative
    11380 Prosperity Farms Rd Ste 22
    palm beach gardens,FL33410     		No Relationship Public General Support 5,000
    Latino Leadership Initiative at the Harvard Kenned
    79 John F Kennedy Street Box 124
    cambridge,MA02138     		No Relationship Public General Support 50,000
    Legal Aid Justice Center - Immigrant Advocacy Prog
    1000 Preston Ave Suite A
    charlottesville,PA22903     		No Relationship Public General Support 91,000
    Liberty Hill Foundation
    6420 Wilshire Boulevard Suite 700
    Los Angeles,CA90048     		No Relationship Public General Support 2,500
    Literacy Volunteers of Lake County
    128 N County St
    Waukegan,IL60085     		No Relationship Public General Support 4,000
    Living Cities
    1040 Avenue of the Americas Fl 17
    New York,NY10018     		No Relationship Public General Support 1,150,000
    Local Initiatives Support Corporation National Hea
    501 7th Avenue 7th Floor
    new york,NY10018     		No Relationship Public General Support 150,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017     		No Relationship Public General Support 170,000
    Macalester College
    1600 Grand Ave
    st paul,MN55105     		No Relationship Public General Support 100
    Make the Road New York
    301 Grove Street
    brooklyn,NY11237     		No Relationship Public General Support 155,000
    Manchester Craftsmen's Guild
    1815 Metropolitan Street
    Pittsburgh,PA15233     		No Relationship Public General Support 80,000
    MAPP International Productions Inc
    140 Second Avenue suite 502
    New York,NY10003     		No Relationship Public General Support 100,000
    Marlborough School
    250 South Rossmore Avenue
    Los Angeles,CA90004     		No Relationship Public General Support 10,000
    Marwen Foundation
    833 N Orleans Street
    Chicago,IL60610     		No Relationship Public General Support 4,000
    Maryland Institute College of Art
    1300 W Mt Royal Avenue
    Baltimore,MD21217     		No Relationship Public General Support 85,000
    Massachusetts Audubon Society
    208 South Great Road
    lincoln,MA01773     		No Relationship Public General Support 1,000
    Massachusetts College of Art and Design
    621 Huntington Avenue
    boston,MA02115     		No Relationship Public General Support 75,000
    Mattress Factory
    500 Sampsonia Way
    Pittsburgh,PA15212     		No Relationship Public General Support 35,000
    Mayor's Fund to Advance New York City
    253 Broadway 14th Floor
    new york,NY10007     		No Relationship Public General Support 100,000
    McColl Center for Visual Art
    721 North Tryon St
    charlotte,NC28202     		No Relationship Public General Support 50,000
    Merck Family Fund
    303 Adams Street
    milton,MA02186     		No Relationship Public General Support 15,000
    Metropolitan Development Foundation of Central New
    109 S Warren St State Tower Bldg
    syracuse,NY13202     		No Relationship Public General Support 100,000
    Miami City Ballet
    2200 Liberty Avenue
    miami beach,FL33139     		No Relationship Public General Support 75,000
    Michigan Roundtable for Diversity and Inclusion
    3031 W Grand Boulevard
    detroit,MI48202     		No Relationship Public General Support 80,000
    Michigan State University Center for Comparative O
    784 Wilson Rd Rm F130
    east lansing,MI48824     		No Relationship Public General Support 8,000
    Mid-South Peace & Justice Center
    1000 S Cooper St
    memphis,TN38104     		No Relationship Public General Support 44,000
    Minneapolis Institute of Arts
    2400 Third Avenue South
    minneapolis,MN55404     		No Relationship Public General Support 10,000
    Minneapolis Pathways
    3115 Hennepin Ave South
    minneapolis,MN55408     		No Relationship Public General Support 10,000
    Minnesota Teen Challenge
    1619 Portland Avenue South
    minneapolis,MN55404     		No Relationship Public General Support 750
    Minority and Women Educational Labor Agency
    3445 Butler Street
    Pittsburgh,PA15201     		No Relationship Public General Support 100,000
    Monterey Jazz Festival
    PO Box JAZZ
    monterey,CA93942     		No Relationship Public General Support 112,500
    Mountain Association For Community Economic Develo
    433 Chestnut Street
    berea,KY40403     		No Relationship Public General Support 200,000
    Mountain School of Milton Academy
    151 Mountain School Road
    vershire,VT05079     		No Relationship Public General Support 3,000
    Movement Strategy Center-The 99 Spring
    436 14th St 5th floor
    oakland,CA94612     		No Relationship Public General Support 5,000
    Mujeres Unidas y Activas-National Domestic Workers
    3543 18th St 23
    san francisco,CA94110     		No Relationship Public General Support 330,000
    Musical Arts Association-Cleveland Orchestra
    11001 Euclid Avenue
    cleveland,OH44106     		No Relationship Public General Support 50,000
    Myositis Association of America
    1737 King Street Suite 600
    alexandria,VA22314     		No Relationship Public General Support 40,000
    NARAL Pro-Choice America Foundation
    1156 15th Street NW Suite 700
    washington,DC20005     		No Relationship Public General Support 10,000
    National Association for Latino Community Asset Bu
    1313 Guadalupe St Suite 203
    San Antonio,TX78207     		No Relationship Public General Support 100,000
    National Association of City Transportation Offici
    55 Water Street 9th Floor
    new york,NY10041     		No Relationship Public General Support 80,000
    National Committee for Responsive Philanthropy
    1331 H Street NW Suite 200
    washington,DC20009     		No Relationship Public General Support 75,000
    National Council Of La Raza
    1126 16th Street NW
    washington,DC20036     		No Relationship Public General Support 1,000
    National Economic and Social Rights Initiative
    90 John Street Ste 308
    New York,NY10038     		No Relationship Public General Support 15,000
    National Housing Institute
    60 South Fullerton Ave Suite 206
    montclair,NJ07042     		No Relationship Public General Support 15,000
    National Multiple Sclerosis Society - Greater New
    PO Box 845945
    boston,MA02284     		No Relationship Public General Support 1,000
    National Parks Conservation Association
    777 6th Street NW Suite 700
    washington,DC20001     		No Relationship Public General Support 10,000
    National Performance Network
    PO Box 56698
    New Orleans,LA70156     		No Relationship Public General Support 85,000
    National September 11 Memorial & Museum
    One Liberty Plaza 20th Floor
    new york,NY10006     		No Relationship Public General Support 100
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No Relationship Public General Support 100,000
    Neighborhood Funders Group
    1201 Connecticut Avenue NW
    washington,DC20036     		No Relationship Public General Support 15,000
    Neighborhoods Planning & Community Develop Network
    4902 Canal St Suite 301
    New Orleans,LA70119     		No Relationship Public General Support 200,000
    New America Alliance Institute
    8150 N Central Expressway Ste 162
    dallas,TX75206     		No Relationship Public General Support 5,000
    New Hampshire Charitable Foundation
    16 Buck Road
    hanover,NH03755     		No Relationship Public General Support 3,500
    New Jersey Performing Arts Center
    1 Center Street
    newark,NJ07102     		No Relationship Public General Support 75,000
    New Orleans Ballet Association
    935 Gravier Street Ste 800
    New Orleans,LA70112     		No Relationship Public General Support 112,500
    New Orleans Workers' Center for Racial Justice
    217 North Prieur Street
    New Orleans,LA70112     		No Relationship Public General Support 150,000
    New Transitions Inc
    698 Cheyenne Blvd
    nashville,TN37115     		No Relationship Public General Support 88,000
    New Venture Fund
    734 15th Street NW Suite 600
    washington,DC20005     		No Relationship Public General Support 6,000
    New World Foundation
    666 West End Ave Suite 1B
    new york,NY10025     		No Relationship Public General Support 15,000
    New World Foundation-Anchor Institut Task Force
    666 West End Ave Suite 1B
    new york,NY10025     		No Relationship Public General Support 75,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    new york,NY10004     		No Relationship Public General Support 105,000
    New York Community Trust
    909 Third Avenue 22nd Floor
    new york,NY10022     		No Relationship Public General Support 300,000
    New York Jobs With JusticeAlliance for a Greater
    50 Broadway
    new york,NY10004     		No Relationship Public General Support 100,000
    New York University-Tisch School of the Arts
    665 Broadway OFC 4
    new york,NY10003     		No Relationship Public General Support 80,000
    New York University - Robert Wagner Graduate Schoo
    295 Lafayette Street 2nd Floor
    new york,NY10012     		No Relationship Public General Support 3,000
    New York Youth Symphony
    110 W 40th Street Suite 1503
    new york,NY10018     		No Relationship Public General Support 60,000
    Next American City
    2711 W Girard Ave
    philadelphia,PA19130     		No Relationship Public General Support 15,000
    NOCCA Institute
    2800 Chartres Street
    New Orleans,LA70117     		No Relationship Public General Support 100,000
    North Star Fund
    520 Eighth Avenue Floor 22
    new york,NY10018     		No Relationship Public General Support 22,500
    Northeast-Midwest Institute
    50 F Street NW 950
    washington,DC20001     		No Relationship Public General Support 75,000
    Northern Stage
    PO Box 4287
    White River Junction,VT05001     		No Relationship Public General Support 1,000
    Northwest Atlantic Marine Alliance
    PO Box 360
    windham,ME04062     		No Relationship Public General Support 50,000
    Northwestern University
    2020 Ridge Avenue 4th Floor
    Evanston,IL60208     		No Relationship Public General Support 1,000
    Oakland Baptist Church
    3408 King Street
    alexandria,VA22302     		No Relationship Public General Support 2,500
    Oberlin Dance Collective
    351 Shotwell St
    san francisco,CA94110     		No Relationship Public General Support 35,000
    Olympia Friends Meeting
    3201 Boston Harbor Rd NE
    olympia,WA98506     		No Relationship Public General Support 1,000
    On The Move
    780 Lincoln Avenue
    napa,CA94558     		No Relationship Public General Support 135,000
    One Economy Corporation
    1220 19th Street NW
    washington,DC20036     		No Relationship Public General Support 80,000
    OpenPlans
    148 Lafayette Street
    new york,NY10013     		No Relationship Public General Support 75,000
    Orleans Public Education Network (OPEN)
    200 South Broad Street Suite 7
    New Orleans,LA70119     		No Relationship Public General Support 85,000
    Otis College of Art and Design
    9045 Lincoln Boulevard
    Los Angeles,CA90045     		No Relationship Public General Support 90,000
    Paraprofessional Healthcare Institute Inc
    349 E 149th Street 10th Floor
    bronx,NY10451     		No Relationship Public General Support 150,000
    Partnership for Southern Equity
    536 Martin Street
    atlanta,GA30312     		No Relationship Public General Support 85,000
    Partnership for Working Families
    1825 K Street NW
    washington,DC20006     		No Relationship Public General Support 150,000
    Partnership Project
    1615 M Street NW
    washington,DC20036     		No Relationship Public General Support 200,000
    Partners-In-Service-Michael Carter Lisnow Respite
    112 Main Street
    hopkinton,MA01748     		No Relationship Public General Support 5,000
    Peabody Institute of the Johns Hopkins University
    One East Mount Vernon Place
    baltimore,MD21202     		No Relationship Public General Support 30,000
    Penn Vet Working Dog Center
    3900 Delancey St
    philadelphia,PA19104     		No Relationship Public General Support 1,500
    Penumbra Theatre Company
    270 North Kent Street
    st paul,MN55104     		No Relationship Public General Support 61,000
    People Animals Love
    4900 Massachusetts Ave NW Ste 330
    washington,DC20016     		No Relationship Public General Support 2,500
    People Organized to Win Employment Rights
    335 S Van Ness Ave 2nd Floor
    San Francisco,CA94103     		No Relationship Public General Support 75,000
    People United for Sustainable Housing Inc
    271 Grant Street
    buffalo,NY14213     		No Relationship Public General Support 75,000
    People's Institute for Survival and Beyond
    601 N Carrollton
    New Orleans,LA70119     		No Relationship Public General Support 1,000
    PERI Support Fund Inc
    418 N Pleasant Street
    amherst,MA01002     		No Relationship Public General Support 115,000
    Philadelphia Dance Company
    9 N Preston St PHILADANCO Way
    philadelphia,PA19104     		No Relationship Public General Support 50,000
    Pittsburgh Central Keystone Innovation Zone-Urban
    1901 Centre Ave Suite 300
    Pittsburgh,PA15219     		No Relationship Public General Support 100,000
    Pittsburgh Community Reinvestment Group
    1901 Centre Ave suite 200
    Pittsburgh,PA15219     		No Relationship Public General Support 100,000
    Pittsburgh Partnership for Neighborhood Developmen
    425 Sixth Ave suite 1740
    Pittsburgh,PA15219     		No Relationship Public General Support 150,000
    Planned Parenthood of Minnesota ND SD
    671 Vandalia St
    st paul,MN55114     		No Relationship Public General Support 36,000
    Planned Parenthood of Northern New England
    128 Lakeside Avenue Suite 301
    burlington,VT05401     		No Relationship Public General Support 10,000
    PolicyLink
    1438 Webster St suite 303
    oakland,CA94612     		No Relationship Public General Support 225,000
    Positive Futures Network (YES)
    284 Madrona Way NE Suite 116
    Bainbridge Island,WA98110     		No Relationship Public General Support 30,000
    Possibility Project
    104 W 27th Street 12th floor
    new york,NY10001     		No Relationship Public General Support 50,000
    Pratt Institute
    200 Willoughby Avenue
    brooklyn,NY11205     		No Relationship Public General Support 115,000
    President and Trustees of Bates College - Bates Da
    2 Andrews Rd
    lewiston,ME04240     		No Relationship Public General Support 75,000
    Progressive America Fund-Center for Working Famili
    1133 Broadway Suite 332
    new york,NY10010     		No Relationship Public General Support 140,000
    Public Domain Foundation-Music2Life
    PO Box 409
    wilder,VT05088     		No Relationship Public General Support 10,000
    Public Health Solutions
    40 Worth Street 5th Floor
    new york,NY10013     		No Relationship Public General Support 3,000
    Queens Council on the Arts
    One Forest Park at Oak Ridge
    woodhaven,NY11421     		No Relationship Public General Support 40,000
    Raw Art Works
    37 Central Square
    lynn,MA01901     		No Relationship Public General Support 70,000
    Rebuild Foundation
    6918 South Dorchester Avenue
    chicago,IL60637     		No Relationship Public General Support 100,000
    Reconnecting America
    1707 L St NW suite 210
    washington,DC20036     		No Relationship Public General Support 837,500
    Regeneration Project
    220 Montgomery Street Suite 450
    san francisco,CA94104     		No Relationship Public General Support 100,000
    Regional Plan Association
    4 Irving Place Suite 711-S
    new york,NY10003     		No Relationship Public General Support 100,000
    Restaurant Opportunities Center of NY(ROC-NY)
    275 Seventh Avenue Suite 1703
    new york,NY10003     		No Relationship Public General Support 45,000
    Restaurant Opportunities Centers United
    350 7th Avenue Suite 1504
    new york,NY10001     		No Relationship Public General Support 225,000
    Rhode Island School of Design
    2 College Street
    providence,RI02903     		No Relationship Public General Support 80,000
    Roberts Enterprise Development Fund
    221 Main Street Suite 1550
    San Francisco,CA94105     		No Relationship Public General Support 150,000
    Rockefeller Family Fund-RE-AMP
    475 Riverside Drive Suite 900
    new york,NY10115     		No Relationship Public General Support 250,000
    Rockefeller Philanthropy Advisors-Gulf Coast Fund
    6 W 48th St 10th Floor
    new york,NY10036     		No Relationship Public General Support 170,000
    Ruth Ellis Center
    77 Victor Street
    highland park,MI48203     		No Relationship Public General Support 52,000
    Saint Paul Foundation
    55 Fifth Street East Suite 600
    st paul,MN55101     		No Relationship Public General Support 100,000
    San Diego State University Research Foundation-Con
    5250 Campanile Drive
    san diego,CA92182     		No Relationship Public General Support 40,000
    San Francisco Ballet Association
    455 Franklin Street
    San Francisco,CA94102     		No Relationship Public General Support 75,000
    San Francisco Foundation
    225 Bush Street Suite 500
    San Francisco,CA94014     		No Relationship Public General Support 200,000
    Savannah Area Family Emergency Shelter
    PO Box 61119
    savannah,GA31420     		No Relationship Public General Support 1,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204     		No Relationship Public General Support 30,000
    School of the Arts Foundation - Dreyfoos School of
    PO Box 552
    west palm beach,FL33402     		No Relationship Public General Support 60,000
    Serendipity West Foundation
    20291 Poe Sholes Drive
    bend,OR97701     		No Relationship Public General Support 5,000
    Shelburne Farms
    1611 Harbor Road
    shelburne,VT05482     		No Relationship Public General Support 3,000
    Shorebank Enterprise Group-Cleveland Cooperative A
    540 e 105th street 148
    cleveland,OH44108     		No Relationship Public General Support 100,000
    Smart Growth America
    1707 L Street NW suite 250
    washington,DC20036     		No Relationship Public General Support 650,000
    Smithsonian Institution - Cooper-Hewitt
    24411 Network Place
    chicago,IL60673     		No Relationship Public General Support 15,000
    Solar Richmond
    2730 Maine Avenue
    richmond,CA94804     		No Relationship Public General Support 100,000
    South Carolina Governor's School for the Arts Foun
    PO Box 8458
    greenville,SC29604     		No Relationship Public General Support 40,000
    South Middlesex Opportunity Council
    300 Howard Street
    Frarmingham,MA01702     		No Relationship Public General Support 1,000
    Southern Environmental Law Center
    201 West Main Street Suite 14
    Charlottesville,VA22902     		No Relationship Public General Support 125,000
    Sphinx Organization
    400 Renaissance Center suite 2550
    detroit,MI48243     		No Relationship Public General Support 90,000
    Spitfire Strategies
    1800 M Street NW Suite 300 North
    washington,DC20036     		No Relationship Public General Support 210,000
    Springfield Foundation-Job and Family Services of
    4 West Main Street Suite 825
    springfield,OH45502     		No Relationship Public General Support 50,000
    St Mary's RC Church
    1300 Northern Blvd
    manhasset,NY11030     		No Relationship Public General Support 3,000
    Stephen Siller Let Us Do Good Children's Foundatio
    2361 Hylan Blvd
    Staten Island,NY10306     		No Relationship Public General Support 750
    Stoneleigh-Burnham School
    574 Bernardston Rd
    greenfield,MA01301     		No Relationship Public General Support 2,500
    Studio Museum in Harlem
    144 West 125th Street
    new york,NY10027     		No Relationship Public General Support 50,000
    Summer Search Philadelphia
    PO Box 823490
    philadelphia,PA19182     		No Relationship Public General Support 1,100
    Sustainable Community Development Group
    7059 Blair Road NW Suite 102
    washington,DC20012     		No Relationship Public General Support 10,000
    Sustainable Energy Resource Group
    432 Ulman Rd
    thetlord center,VT05075     		No Relationship Public General Support 2,000
    Sweet Home New Orleans
    828 Royal St Box 833
    New Orleans,LA70116     		No Relationship Public General Support 60,000
    Taxpayers for Common Sense
    651 Pennsylvania Ave SE
    washington,DC20003     		No Relationship Public General Support 100,000
    Teach for America
    315 W 36th Street 7th Floor
    new york,NY10018     		No Relationship Public General Support 13,500
    Texas Criminal Justice Coalition
    510 S Congress Avenue
    austin,TX78704     		No Relationship Public General Support 111,000
    The Attic Youth Center
    255 South 16th Street
    philadelphia,PA19102     		No Relationship Public General Support 83,000
    The Blue Card
    171 Madison Avenue Rm 1405
    new york,NY10016     		No Relationship Public General Support 100
    The Children's Initiative
    15 Chadwick St
    portland,ME04102     		No Relationship Public General Support 3,000
    The College of New Jersey Foundation
    PO Box 7718
    ewing,NJ08628     		No Relationship Public General Support 225,000
    The Foundry Theatre
    140-142 Second Ave Suite 405
    new york,NY10003     		No Relationship Public General Support 60,000
    The Loft Literary Center
    1011 Washington Avenue South
    minneapolis,MN55415     		No Relationship Public General Support 75,000
    The Mockingbird Society
    2100 24th Ave S Suite 240
    seattle,WA98144     		No Relationship Public General Support 100,000
    The Wooden Floor
    1810 North Main Street
    santa ana,CA92706     		No Relationship Public General Support 100,000
    Third Sector New England-Resource Generation
    89 South Street Suite 700
    boston,MA02111     		No Relationship Public General Support 50,000
    Third Sector New England-Design Studio for Social
    89 South Street Suite 700
    boston,MA02111     		No Relationship Public General Support 50,000
    Tides CenterCenter for Social Inclusion
    PO Box 29907
    San Francisco,CA94129     		No Relationship Public General Support 100,000
    Tides CenterEmerging Practitioners in Philanthrop
    PO Box 29907
    San Francisco,CA94129     		No Relationship Public General Support 10,000
    Tides Center-New Policy Institute
    PO Box 29907
    San Francisco,CA94129     		No Relationship Public General Support 200,000
    Tides Center-Opportunity Agenda
    PO Box 29907
    San Francisco,CA94129     		No Relationship Public General Support 100,000
    Tides Center
    PO Box 29907
    San Francisco,CA94129     		No Relationship Public General Support 500
    Tides Foundation
    PO Box 29903
    San Francisco,CA94129     		No Relationship Public General Support 40,000
    TransForm
    436 14th Street Suite 600
    oakland,CA94612     		No Relationship Public General Support 125,000
    Transnational Institute for Grassroots Research an
    900 Alice Street 320
    oakland,CA94607     		No Relationship Public General Support 75,000
    Transport for NOLA
    PO Box 19231
    New Orleans,LA70179     		No Relationship Public General Support 15,000
    Transportation Choices Coalition
    811 1st Avenue Suite 626
    seattle,WA98104     		No Relationship Public General Support 100,000
    TreeHouse
    5666 Lincoln Drive suite 201
    edina,MN55436     		No Relationship Public General Support 500
    Trustees of Indiana University
    PO Box 1847
    bloomington,IN47402     		No Relationship Public General Support 500,000
    Turn 2 Foundation
    215 Park Avenue South Suite 1905
    new york,NY10003     		No Relationship Public General Support 12,000
    Twin Cities Youth Rowing Club
    5250 West 74th Street
    edina,MN55439     		No Relationship Public General Support 750
    UBW Inc
    138 S Oxford Street suite 4b
    brooklyn,NY11217     		No Relationship Public General Support 150,000
    Union of Minority Neighborhoods
    42 Seaverns Ave
    boston,MA02130     		No Relationship Public General Support 75,000
    United Church of Strafford
    PO Box 124
    stafford,VT05072     		No Relationship Public General Support 9,000
    United for a Fair Economy
    29 Winter Street 2nd Floor
    boston,MA02108     		No Relationship Public General Support 2,000
    United States-Mexico Foundation
    700 12th Street NW Suite 1050
    washington,DC20005     		No Relationship Public General Support 2,500
    University of California Berkeley - Young Musicia
    19 Morrison Hall 1204
    berkeley,CA94720     		No Relationship Public General Support 60,000
    University of Maine System-Edmund S Muskie School
    96 Falmouth Street Box 9300
    portland,ME04104     		No Relationship Public General Support 96,000
    University of Maryland Foundation-The Democracy Co
    3300 Metzerott Road
    adelphi,MD20783     		No Relationship Public General Support 150,000
    University of New Mexico School of Architecture an
    1 University of New Mexico
    Albuquerque,NM87131     		No Relationship Public General Support 70,000
    University of North Carolina at Greensboro
    PO Box 26170
    greensboro,NC27402     		No Relationship Public General Support 17,500
    University of Southern California
    950 W Jefferson Blvd JEF 102
    Los Angeles,CA90089     		No Relationship Public General Support 50,000
    University of St Thomas
    2115 Summit Avenue
    st paul,MN55105     		No Relationship Public General Support 51,000
    University System of Maryland Foundation
    3300 Metzerott Road
    Adelphi,MD20783     		No Relationship Public General Support 200,000
    Upper Valley Land Trust
    19 Buck Road
    hanover,NH03755     		No Relationship Public General Support 2,500
    Urban Habitat
    1212 Broadway Suite 500
    oakland,CA94612     		No Relationship Public General Support 280,000
    Urban Homesteading Assistance Board
    120 Wall Street 20th floor
    new york,NY10005     		No Relationship Public General Support 55,000
    Urban Institute
    2100 M Street NW
    washington,DC20037     		No Relationship Public General Support 55,000
    Urban Justice Center
    123 William Street 16th Floor
    new york,NY10038     		No Relationship Public General Support 32,000
    Urban Strategies
    720 Olive St Suite 2600
    st louis,MO63101     		No Relationship Public General Support 50,000
    Urban Word NYC
    242 W 27th Suite 3A
    new york,NY10001     		No Relationship Public General Support 40,000
    Vassar College
    PO Box 725
    Poughkeepsie,NY12604     		No Relationship Public General Support 2,500
    Verde
    6899 NE Columbia Blvd Suite A
    portland,OR97218     		No Relationship Public General Support 200,000
    Vermont Humanities Council
    11 Loomis Street
    montpelier,VT05602     		No Relationship Public General Support 2,000
    Vermont Land Trust
    8 Bailey Avenue
    montpelier,VT05602     		No Relationship Public General Support 1,000
    Vermont Natural Resources Council
    9 Bailey Avenue
    montpelier,VT05401     		No Relationship Public General Support 2,500
    Vermont Public Radio
    365 Troy Avenue
    colchester,VT05446     		No Relationship Public General Support 2,500
    Vermont Sustainable Jobs Fund
    3 Pitkin Court Suite 301E
    montpelier,VT05602     		No Relationship Public General Support 2,500
    Village of Arts and Humanities
    2544 Germantown Avenue
    philadelphia,PA19133     		No Relationship Public General Support 41,000
    Virginia Arts Festival Inc
    440 Bank Street
    norfolk,VA23510     		No Relationship Public General Support 50,000
    Walden Family Services Foundation Inc
    6150 Mission Gorge Road Suite 210
    san diego,CA92120     		No Relationship Public General Support 62,000
    Walker Art Center
    1750 Hennepin Avenue
    minneapolis,MN55403     		No Relationship Public General Support 126,000
    Wayne County Children's Advocacy Center
    1761 Beall Avenue
    wooster,OH44691     		No Relationship Public General Support 1,000
    West Virginia Citizen Action Education Fund
    1500 Dixie St
    charleston,WV25311     		No Relationship Public General Support 15,000
    Westfield Homeless Cat Project
    22 Wright St
    agawam,MA01001     		No Relationship Public General Support 1,500
    Westside Industrial Retention and Expansion Networ
    4855 W 130th Street Suite 1
    cleveland,OH44135     		No Relationship Public General Support 240,000
    Whitney Museum of American Art
    945 Madison Avenue
    new york,NY10021     		No Relationship Public General Support 40,000
    Williams College
    75 Park Street
    williamstown,MA01267     		No Relationship Public General Support 2,000
    Winrock International
    2101 Riverfront Drive
    little rock,AR72202     		No Relationship Public General Support 150,000
    WNYC Radio Inc
    160 Varick Street
    new york,NY10013     		No Relationship Public General Support 80
    Women's Foundation of Minnesota
    155 5th Avenue South Suite 500
    minneapolis,MN55401     		No Relationship Public General Support 10,000
    Woodland Park Zoological Society
    601 North 59th Street
    seattle,WA98103     		No Relationship Public General Support 40,000
    Working Classroom
    423 Atlantic SW
    Albuquerque,NM87102     		No Relationship Public General Support 50,000
    Yale University
    47 College Street Suite 203
    new haven,CT06520     		No Relationship Public General Support 75,000
    YMCA of Metropolitan Minneapolis
    30 S Ninth Street
    minneapolis,MN55402     		No Relationship Public General Support 99,000
    Young People's Chorus of New York City
    1995 Broadway Suite 305
    new york,NY10023     		No Relationship Public General Support 50,000
    Youth Business Initiative
    1420 N Street NW Suite 102
    washington,DC20005     		No Relationship Public General Support 90,000
    Youth Communication New York Center
    224 West 29th St Second Floor
    new york,NY10001     		No Relationship Public General Support 24,000
    Youth News Service LA Bureau
    5967 W Third St Suite 301
    Los Angeles,CA90036     		No Relationship Public General Support 3,000
    Youth Speaks
    1663 Mission Street Suite 604
    San Francisco,CA94103     		No Relationship Public General Support 75,000
    Youth Villages Foundation
    3320 Brother Blvd
    memphis,TN38133     		No Relationship Public General Support 1,900
    Zaccho Dance Theatre
    1777 Yosemite Avenue 330
    San Francisco,CA94124     		No Relationship Public General Support 40,000
    Zimmer Children's Museum
    6505 Wilshire Boulevard Suite 100
    Los Angeles,CA90048     		No Relationship Public General Support 1,500
    Zumix
    260 Sumner Street
    east boston,MA02128     		No Relationship Public General Support 80,000
    Returned Grant Funds (previous years)
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY10017     		NO RELATIONSHIP   PUBLIC -5,157
    Total .................................bullet 3a 36,544,663
    bApproved for future payment
    52nd Street Project
    789 Tenth Avenue
    New York,NY10019     		No Relationship Public General Support 25,000
    Adoption & Foster Care Mentoring
    727 Atlantic Ave 3rd Floor
    boston,MA02111     		No Relationship Public General Support 97,000
    Advocates for Human Rights
    330 Second Ave South Ste 800
    minneapolis,MN55454     		No Relationship Public General Support 48,000
    African Development Center of Minnesota
    1931 South 5th Street
    Minneapolis,MN55454     		No Relationship Public General Support 100,000
    Alliance For Justice
    Eleven Dupont Circle NW
    washington,DC20036     		No Relationship Public General Support 25,000
    Alonzo King's LINES Ballet
    26 Seventh Street
    san francisco,CA94103     		No Relationship Public General Support 75,000
    Americans for the Arts
    1000 Vermont Ave NW 6th fl
    washington,DC20005     		No Relationship Public General Support 50,000
    Art Center College of Design
    1700 Lida Street
    Pasadena,CA91103     		No Relationship Public General Support 75,000
    Artists for Humanity
    100 West 2ND Street
    boston,MA02127     		No Relationship Public General Support 140,000
    Arts Teachers Fellowship Program
    330 madison avenue
    new york,NY10017     		No Relationship Public General Support 5,500
    AS220
    115 Empire St
    providence,RI02903     		No Relationship Public General Support 75,000
    Asian American Writers' Workshop
    110-112 West 27th Street 600
    New York,NY10001     		No Relationship Public General Support 50,000
    Aspiranet
    400 Oyster Point Blvd Suite 501
    south san francisco,CA94080     		No Relationship Public General Support 91,000
    Associated Black Charities Inc
    1114 Cathedral Street
    Baltimore,MD21201     		No Relationship Public General Support 100,000
    Atlantic Center for the Arts Inc
    1414 Art Center Avenue
    new smyrna beach,FL32168     		No Relationship Public General Support 50,000
    AVPA Foundation
    PO Box 3530
    culver city,CA90231     		No Relationship Public General Support 25,000
    Baltimore's Safe and Sound Campaign
    2 East Read Street 3rd fl
    Baltimore,MD21202     		No Relationship Public General Support 185,000
    Bedford Stuyvesant Restoration Corporation
    1368 Fulton Street
    brooklyn,NY11216     		No Relationship Public General Support 150,000
    Blue Green Alliance Foundation
    2828 University Ave SE Suite 200
    minneapolis,MN55414     		No Relationship Public General Support 275,000
    Boston Arts Academy Foundation
    174 Ipswich Street
    boston,MA02215     		No Relationship Public General Support 660,000
    Boston University Tanglewood Institute
    855 Commonwealth Avenue
    boston,MA02215     		No Relationship Public General Support 80,000
    Boston Youth Symphony Orchestras
    855 Commonwealth Avenue
    boston,MA02215     		No Relationship Public General Support 75,000
    Business Alliance for Local Living Economies
    305 Flora Street suite e
    bellingham,WA98225     		No Relationship Public General Support 100,000
    California Institute of the Arts
    24700 McBean Parkway
    Valencia,CA91355     		No Relationship Public General Support 35,000
    Capitol Region Education Council Foundation
    111 Charter Oak Avenue
    hartford,CT06106     		No Relationship Public General Support 75,000
    Carolina Youth Development Center
    5055 Lackawanna Boulevard
    North Charleston,SC29405     		No Relationship Public General Support 70,000
    Casa Valentina Inc
    2990 SW 35th Ave Ste 2
    miami,FL33133     		No Relationship Public General Support 45,000
    Center for Clean Air Policy
    750 First Street NE Suite 940
    washington,DC20002     		No Relationship Public General Support 125,000
    Center for Community Progress
    421 Garland Street unit a
    flint,MI48503     		No Relationship Public General Support 100,000
    Center for Effective Philanthropy
    675 Massachusetts Ave 7th Fl
    cambridge,MA02139     		No Relationship Public General Support 25,000
    Ceres Inc
    99 Chauncy St 6th Floor
    boston,MA02111     		No Relationship Public General Support 150,000
    Chicago Youth Symphony Orchestras
    410 S Michigan Ave 833
    Chicago,IL60605     		No Relationship Public General Support 80,000
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No Relationship Public General Support 150,000
    Coalition to Restore Coastal Louisiana
    6160 Perkins Road Suite 225
    baton rouge,LA70808     		No Relationship Public General Support 135,000
    College for Creative Studies
    401 East Kirby
    detroit,MI48202     		No Relationship Public General Support 100,000
    Community MusicWorks
    1392 Westminster Street
    providence,RI02909     		No Relationship Public General Support 75,000
    Consultative Group on Biological Diversity
    PO Box 29361
    san francisco,CA94129     		No Relationship Public General Support 40,000
    Council on CompetitivenessFutureWorks
    1500 K Street NW Suite 850
    washington,DC20005     		No Relationship Public General Support 100,000
    Cumberland Region Tomorrow
    511 Union Street Suite 1600
    nashville,TN37219     		No Relationship Public General Support 150,000
    DreamYard Project
    1085 Washington Avenue
    bronx,NY10456     		No Relationship Public General Support 150,000
    East Bay Alliance for a Sustainable Economy
    1814 Franklin Street Suite 325
    oakland,CA94612     		No Relationship Public General Support 100,000
    Eastside Arts Alliance
    PO Box 17008
    oakland,CA94601     		No Relationship Public General Support 75,000
    Ellington FundDuke Ellington School of the Arts
    3500 r street nw suite 100
    washington,DC20007     		No Relationship Public General Support 75,000
    Environmental and Energy Study Institute
    1112 16th St NW Suite 300
    washington,DC20036     		No Relationship Public General Support 112,500
    Environmental Law and Policy Center of the Midwest
    35 East Wacker Drive Suite 1600
    Chicago,IL60601     		No Relationship Public General Support 100,000
    Family Alternatives
    1089 SE 10th Ave
    minneapolis,MN55414     		No Relationship Public General Support 283,000
    Foundation Center
    79 Fifth Ave
    new york,NY10003     		No Relationship Public General Support 35,000
    Friends of A Studio in the Woods
    13401 Patterson Road
    new orleans,LA70131     		No Relationship Public General Support 100,000
    Fund for Our Economic Future
    1360 East Ninth Street Suite 210
    cleveland,OH44114     		No Relationship Public General Support 200,000
    Georgetown University
    37th O Streets NW
    washington,DC20057     		No Relationship Public General Support 300,000
    German Marshall Fund of the United States
    1744 R St NW
    washington,DC20009     		No Relationship Public General Support 200,000
    Global Philanthropy Partnership
    643 W Arlington Place
    Chicago,IL60614     		No Relationship Public General Support 200,000
    Good Jobs First
    1616 P Street NW suite 210
    washington,DC20036     		No Relationship Public General Support 150,000
    Greater Ohio Policy Center
    399 E Main Street suite 140
    columbus,OH43215     		No Relationship Public General Support 75,000
    Greater Twin Cities United Way
    404 South Eighth Street
    minneapolis,MN55404     		No Relationship Public General Support 10,000
    Green For All
    1611 Telegraph Avenue Suite 600
    oakland,CA94612     		No Relationship Public General Support 500,000
    Greenlining Institute
    1918 University Ave 2nd floor
    berkeley,CA94704     		No Relationship Public General Support 125,000
    Grist Magazine
    710 Second Ave Ste 860
    seattle,WA98104     		No Relationship Public General Support 200,000
    Groundswell Community Mural Project
    540 President Street suite 1a
    brooklyn,NY11215     		No Relationship Public General Support 40,000
    Heart of Los Angeles Youth Inc
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057     		No Relationship Public General Support 45,000
    Housing Virginia Campaign Inc
    PO Box 4658
    richmond,VA23220     		No Relationship Public General Support 75,000
    Independent Sector
    1602 L Street NW Suite 900
    washington,DC20036     		No Relationship Public General Support 25,000
    Institute for Community Peace
    1101 Pennsylvania Ave NW
    washington,DC20004     		No Relationship Public General Support 54,000
    Institute of Contemporary Art
    100 Northern Avenue
    boston,MA02210     		No Relationship Public General Support 75,000
    Isidore Newman School
    1903 Jefferson Avenue
    new orleans,LA70115     		No Relationship Public General Support 25,000
    Jobs For The Future
    88 Broad St 8th Floor
    boston,MA02110     		No Relationship Public General Support 100,000
    Jobs with Justice Education FundUnity
    1325 Massachusetts Ave NW Ste 200
    washington,DC20005     		No Relationship Public General Support 100,000
    Juma Ventures
    131 Steuart Street Ste 201
    san francisco,CA94105     		No Relationship Public General Support 200,000
    Just Communities Central Coast
    1528 Chapala Street suite 308
    santa barbara,CA93101     		No Relationship Public General Support 149,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    minneapolis,MN55411     		No Relationship Public General Support 50,000
    Kentucky Center Governor's School for the Arts
    501 West Main Street
    louisville,KY40202     		No Relationship Public General Support 40,000
    Kenyon Review
    102 W Wiggin St
    gambier,OH43050     		No Relationship Public General Support 50,000
    Legal Aid Justice Center - Immigrant Advocacy Prog
    1000 Preston Ave Suite A
    charlottesville,PA22903     		No Relationship Public General Support 55,000
    Livable Communities Coalition of Metro Atlanta
    10 Peachtree Place suite 610
    atlanta,GA30309     		No Relationship Public General Support 150,000
    Living Cities
    1040 Avenue of the Americas Fl 17
    New York,NY10018     		No Relationship Public General Support 195,000
    Local Initiatives Support Corporation National Hea
    501 7th Avenue 7th Floor
    new york,NY10018     		No Relationship Public General Support 150,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017     		No Relationship Public General Support 150,000
    Make the Road New York
    301 Grove Street
    brooklyn,NY11237     		No Relationship Public General Support 155,000
    Maryland Institute College of Art
    1300 W Mt Royal Avenue
    Baltimore,MD21217     		No Relationship Public General Support 270,000
    Mayor's Fund to Advance New York City
    253 Broadway 14th Floor
    new york,NY10007     		No Relationship Public General Support 100,000
    Metropolitan Development Foundation of Central New
    109 S Warren St State Tower Bldg
    syracuse,NY13202     		No Relationship Public General Support 100,000
    Mid-South Peace & Justice Center
    1000 S Cooper St
    memphis,TN38104     		No Relationship Public General Support 95,000
    Mill Street Loft
    45 Pershing Ave
    Poughkeepsie,NY12601     		No Relationship Public General Support 40,000
    Minority and Women Educational Labor Agency
    3445 Butler Street
    Pittsburgh,PA15201     		No Relationship Public General Support 100,000
    Monterey Jazz Festival
    PO Box JAZZ
    monterey,CA93942     		No Relationship Public General Support 112,500
    Mujeres Unidas y Activas-National Domestic Workers
    3543 18th St 23
    san francisco,CA94110     		No Relationship Public General Support 200,000
    Musical Arts Association-Cleveland Orchestra
    11001 Euclid Avenue
    cleveland,OH44106     		No Relationship Public General Support 50,000
    National Skills Coalition
    1730 Rhode Island Ave NW Ste 712
    washington,DC20036     		No Relationship Public General Support 100,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No Relationship Public General Support 250,000
    New Orleans Ballet Association
    935 Gravier Street Ste 800
    New Orleans,LA70112     		No Relationship Public General Support 112,500
    NOCCA Institute
    2800 Chartres Street
    New Orleans,LA70117     		No Relationship Public General Support 100,000
    Northwest Atlantic Marine Alliance
    PO Box 360
    windham,ME04062     		No Relationship Public General Support 49,250
    On The Move
    780 Lincoln Avenue
    napa,CA94558     		No Relationship Public General Support 45,000
    One Economy Corporation
    1220 19th Street NW
    washington,DC20036     		No Relationship Public General Support 29,500
    Otis College of Art and Design
    9045 Lincoln Boulevard
    Los Angeles,CA90045     		No Relationship Public General Support 90,000
    Paraprofessional Healthcare Institute Inc
    349 E 149th Street 10th Floor
    bronx,NY10451     		No Relationship Public General Support 150,000
    Partnership for Southern Equity
    536 Martin Street
    atlanta,GA30312     		No Relationship Public General Support 75,000
    Peabody Institute of the Johns Hopkins University
    One East Mount Vernon Place
    baltimore,MD21202     		No Relationship Public General Support 30,000
    Penumbra Theatre Company
    270 North Kent Street
    st paul,MN55104     		No Relationship Public General Support 60,000
    PolicyLink
    1438 Webster St suite 303
    oakland,CA94612     		No Relationship Public General Support 150,000
    Possibility Project
    104 W 27th Street 12th floor
    new york,NY10001     		No Relationship Public General Support 125,000
    Pratt Institute
    200 Willoughby Avenue
    brooklyn,NY11205     		No Relationship Public General Support 115,000
    Progressive America Fund-Ctr for Working Families
    1133 Broadway Suite 332
    new york,NY10010     		No Relationship Public General Support 140,000
    Queens Council on the Arts
    One Forest Park at Oak Ridge
    woodhaven,NY11421     		No Relationship Public General Support 40,000
    Queens Museum of Art
    Flushing Meadows Corona Park
    queens,NY11368     		No Relationship Public General Support 75,000
    Rebuild Foundation
    6918 South Dorchester Avenue
    chicago,IL60637     		No Relationship Public General Support 100,000
    Reconnecting America
    1707 L St NW suite 210
    washington,DC20036     		No Relationship Public General Support 312,500
    Regeneration Project
    220 Montgomery Street Suite 450
    san francisco,CA94104     		No Relationship Public General Support 100,000
    Restaurant Opportunities Center of NY (ROC-NY)
    275 Seventh Avenue Suite 1703
    new york,NY10003     		No Relationship Public General Support 45,000
    Restaurant Opportunities Centers United
    350 7th Avenue Suite 1504
    new york,NY10001     		No Relationship Public General Support 100,000
    Rhode Island School of Design
    2 College Street
    providence,RI02903     		No Relationship Public General Support 80,000
    Roberts Enterprise Development Fund
    221 Main Street Suite 1550
    San Francisco,CA94105     		No Relationship Public General Support 250,000
    Rockefeller Philanthropy Advisors-Gulf Coast Fund
    6 W 48th St 10th Floor
    new york,NY10036     		No Relationship Public General Support 75,000
    Saint Paul Foundation
    55 Fifth Street East Suite 600
    st paul,MN55101     		No Relationship Public General Support 100,000
    San Diego State University Research Foundation-Con
    5250 Campanile Drive
    san diego,CA92182     		No Relationship Public General Support 35,000
    San Francisco Foundation
    225 Bush Street Suite 500
    San Francisco,CA94014     		No Relationship Public General Support 200,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204     		No Relationship Public General Support 30,000
    Smart Growth America
    1707 L Street NW suite 250
    washington,DC20036     		No Relationship Public General Support 400,000
    Sphinx Organization
    400 Renaissance Center suite 2550
    detroit,MI48243     		No Relationship Public General Support 90,000
    Studio Museum in Harlem
    144 West 125th Street
    new york,NY10027     		No Relationship Public General Support 50,000
    Taxpayers for Common Sense
    651 Pennsylvania Ave SE
    washington,DC20003     		No Relationship Public General Support 100,000
    The College of New Jersey Foundation
    PO Box 7718
    ewing,NJ08628     		No Relationship Public General Support 225,000
    The Loft Literary Center
    1011 Washington Avenue South
    minneapolis,MN55415     		No Relationship Public General Support 75,000
    Tides Center-Opportunity Agenda
    PO Box 29907
    San Francisco,CA94129     		No Relationship Public General Support 75,000
    Tides CenterEmerging Practitioners in Philanthrop
    PO Box 29907
    San Francisco,CA94129     		No Relationship Public General Support 140,000
    TransForm
    436 14th Street Suite 600
    oakland,CA94612     		No Relationship Public General Support 125,000
    Transnational Institute for Grassroots Research
    900 Alice Street 320
    oakland,CA94607     		No Relationship Public General Support 75,000
    Trustees of Indiana University
    PO Box 1847
    bloomington,IN47402     		No Relationship Public General Support 500,000
    University of Maryland Foundation-The Democracy Co
    3300 Metzerott Road
    adelphi,MD20783     		No Relationship Public General Support 150,000
    University of New Mexico School of Architecture
    1 University of New Mexico
    Albuquerque,NM87131     		No Relationship Public General Support 70,000
    University of St Thomas
    2115 Summit Avenue
    st paul,MN55105     		No Relationship Public General Support 102,000
    University of the Arts
    320 S Broad Street
    philadelphia,PA19102     		No Relationship Public General Support 60,000
    University System of Maryland Foundation
    3300 Metzerott Road
    Adelphi,MD20783     		No Relationship Public General Support 200,000
    Urban Justice Center
    123 William Street 16th Floor
    new york,NY10038     		No Relationship Public General Support 56,000
    Urban Word NYC
    242 W 27th Suite 3A
    new york,NY10001     		No Relationship Public General Support 40,000
    Virginia Arts Festival Inc
    440 Bank Street
    norfolk,VA23510     		No Relationship Public General Support 50,000
    Walker Art Center
    1750 Hennepin Avenue
    minneapolis,MN55403     		No Relationship Public General Support 120,000
    Winrock International
    2101 Riverfront Drive
    little rock,AR72202     		No Relationship Public General Support 150,000
    Yale University
    47 College Street Suite 203
    new haven,CT06520     		No Relationship Public General Support 75,000
    YMCA of Metropolitan Minneapolis
    30 S Ninth Street
    minneapolis,MN55402     		No Relationship Public General Support 199,000
    Youth Business Initiative
    1420 N Street NW Suite 102
    washington,DC20005     		No Relationship Public General Support 85,000
    Youth Speaks
    1663 Mission Street Suite 604
    San Francisco,CA94103     		No Relationship Public General Support 75,000
    Zumix
    260 Sumner Street
    east boston,MA02128     		No Relationship Public General Support 80,000
    Total .................................bullet 3b 16,483,250
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 102  
    4 Dividends and interest from securities....     14 8,903,689  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 8,134,877  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INCOME 525990 -846,683 18 55,384,314  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -846,683 72,422,982  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1371,576,299
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    . NOT APPLICABLE
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    Employer identification number

    13-6108163
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE         		Employer identification number

    13-6108163
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    TRUST UA JOHN E ANDRUS RESIDUARY    
    TRUSTEE US TRUST CO 45 WALL ST
       
    NEW YORK, NY   10005

    		$1,758,780




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE         		Employer identification number

    13-6108163
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE         		Employer identification number

    13-6108163
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & TAX PREP 89,864     89,864

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE &FIXT. 2009-01-01 121,515 49,555 SL 5 45,868      
    LEASEHOLD IMPRV. 2009-01-01 1,331,829 395,839 SL 11 120,010      
    COMPUTER EQUIP. 2009-01-01 235,523 107,894 SL 5 16,717      
    ART WORK 2009-01-01 84,400 35,542 SL 5 16,880      

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MFO PIMCO FDS PAC INVT MGMT SE 40,829,272 40,829,272
    FEDERAL HOME LN MTG CORP 464,759 464,759
    FEDERAL HOME LN MTG CORP 1 DUE 395,961 395,961
    FHLMC PREASSIGN 00066 2.5 05-2 180,298 180,298
    PRIVATE EXPT FDG 1.375 2-15-17 304,581 304,581
    SMALL BUSINESS ADMIN GTD DEV P 210,390 210,390
    TENNESSEE VALLEY AUTH 2011 GLO 508,345 508,345
    SMALL BUSINESS ADMIN GTD DEV P 607,607 607,607
    SMALL BUSINESS SER 2011-20H CL 229,904 229,904
    SMALL BUSINESS 3.88000011444% 111,349 111,349
    SMALL BUSINESS 5.07000017166% 704,168 704,168

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AG GROWTH INTERNATIONAL INC CO 21,175 21,175
    ALAMOS GOLD INC COM 49,312 49,312
    COMPUTER MODELLING GROUP LTD C 57,931 57,931
    LEONS FURNITURE LTD COM STK 26,508 26,508
    MAJOR DRILLING GROUP INTL INC 34,620 34,620
    NORTH WEST CO INC COM 8,037 8,037
    PASON SYS INC COM STK 34,920 34,920
    RITCHIE BROS AUCTIONEERS INC C 40,375 40,375
    ADR ICON PUB LTD CO 56,325 56,325
    ADR ASML HOLDING NV NY REGISTE 318,804 318,804
    AAON INC COM PAR $0.004 COM PA 32,045 32,045
    ABAXIS INC COM 40,700 40,700
    ABRAXAS PETE CORP COM 17,226 17,226
    ALEXION PHARMACEUTICALS INC CO 516,360 516,360
    ALLERGAN INC COM 323,995 323,995
    ALTISOURCE PORTFOLIO COM USD1. 14,646 14,646
    AMAZON COM INC COM 799,225 799,225
    AMERICAN STS WTR CO COM 47,496 47,496
    AMERN SCI & ENGR INC COM 5,645 5,645
    AMSURG CORP COM 38,974 38,974
    APARTMENT INVT & MGMT CO CL A 187,345 187,345
    APPLE INC COM STK 992,800 992,800
    APPLIED INDL TECHNOLOGIES INC 51,590 51,590
    APTARGROUP INC COM 173,570 173,570
    ATHENAHEALTH INC COM MON STOCK 126,672 126,672
    AVALONBAY CMNTYS REIT 206,702 206,702
    BADGER METER INC COM 37,550 37,550
    BALCHEM CORP COM 39,132 39,132
    BIOMED RLTY TR INC COM 72,852 72,852
    BK HAW CORP COM 13,785 13,785
    BLACKBAUD INC COM 43,639 43,639
    BOSTON BEER INC CL A CL A 60,500 60,500
    BRINKER INTL INC COM 79,675 79,675
    BROOKLINE BANCORP INC DEL COM 52,215 52,215
    BROWN & BROWN INC COM 21,816 21,816
    BSTN PPTYS INC 157,137 157,137
    CARBO CERAMICS INC COM 76,730 76,730
    CERNER CORP COM 202,600 202,600
    CHART INDS INC COM PAR $0.01 C 34,380 34,380
    CHURCH & DWIGHT INC COM 166,410 166,410
    CLARCOR INC COM 125,216 125,216
    COACH INC COM 278,891 278,891
    COLONIAL PPTYS TR SH BEN INT S 102,951 102,951
    COMPASS MINERALS INTL INC COM 144,932 144,932
    CONCHO RES INC COM STK 127,680 127,680
    CORP OFFICE PPTYS TR COM 79,934 79,934
    CULLEN / FROST BANKERS INC COM 34,494 34,494
    CYBERONICS INC COM 13,482 13,482
    DARLING INTL INC COM 41,225 41,225
    DENTSPLY INTL INC NEW COM 30,248 30,248
    DIME CMNTY BANCSHARES INC COM 27,909 27,909
    DONALDSON INC COM 106,784 106,784
    DOUGLAS DYNAMICS INC COM 25,650 25,650
    DYNEGY INC DEL COM 1 1
    EQTY RESDNTL EFF 5/15/02 324,272 324,272
    EXPONENT INC COM STK 100,377 100,377
    EXTRA SPACE STORAGE INC COM 85,680 85,680
    FACEBOOK INC CL A CL A 166,368 166,368
    FACTSET RESH SYS INC COM STK 55,763 55,763
    FEDERAL RLTY INVT TR SH BEN IN 56,000 56,000
    FEI CO COM 14,352 14,352
    FIRST FINL BANKSHARES INC COM 36,288 36,288
    FLOWERS FOODS INC COM 59,237 59,237
    FMC TECHNOLOGIES INC COM 235,380 235,380
    FORRESTER RESH INC COM 27,087 27,087
    FORWARD AIR CORP COM 32,270 32,270
    F5 NETWORKS INC COM STK 248,900 248,900
    GENERAL GROWTH PPTYS INC NEW C 149,640 149,640
    GENESEE & WYO INC CL A CL A 42,271 42,271
    GENTEX CORP COM 33,392 33,392
    GOOGLE INC CL A CL A 667,081 667,081
    GRACO INC COM 27,648 27,648
    GRAINGER W W INC COM 296,422 296,422
    GUANGDONG INVT LTD COM 58,711 58,711
    GULFPORT ENERGY CORP COM NEW C 30,945 30,945
    HAEMONETICS CORP MASS COM 111,165 111,165
    HANOVER INS GROUP INC COM 11,739 11,739
    HARRIS TEETER SUPERMARKETS INC 110,673 110,673
    HAWKINS INC COM 22,908 22,908
    HCP INC COM REIT 251,655 251,655
    HEALTH CARE REIT INC COM 174,900 174,900
    HEALTHCARE SVCS GROUP INC COM 54,749 54,749
    HENRY JACK & ASSOC INC COM 41,424 41,424
    HIBBETT SPORTS INC COM STK 92,336 92,336
    HILLENBRAND INC COM STK 3,676 3,676
    HITTITE MICROWAVE CORP COM STK 51,120 51,120
    HOST HOTELS & RESORTS INC REIT 171,236 171,236
    IDEXX LABS INC 115,356 115,356
    INNOPHOS HLDGS INC COM STK 70,575 70,575
    INTERCONTINENTALEXCHANGE INC C 285,558 285,558
    INTERPUBLIC GROUP COMPANIES IN 228 228
    INTREPID POTASH INC COM 66,004 66,004
    INTUITIVE SURGICAL INC COM NEW 263,050 263,050
    KODIAK OIL & GAS CORP COM 22,167 22,167
    LANCASTER COLONY CORP COM 49,847 49,847
    LANDAUER INC COM 22,932 22,932
    LAS VEGAS SANDS CORP COM STK 278,336 278,336
    LINCOLN ELEC HLDGS INC COM 35,032 35,032
    LINDSAY CORPORATION COM 38,940 38,940
    LSB INDS INC COM 49,456 49,456
    LUFKIN INDS INC COM 54,320 54,320
    MACERICH CO REIT 119,990 119,990
    MACK CALI RLTY CORP COM REIT 132,269 132,269
    MANHATTAN ASSOCS INC COM 9,142 9,142
    MANTECH INTL CORP CL A CL A 2,348 2,348
    MATTHEWS INTL CORP CL A 9,747 9,747
    MERIDIAN BIOSCIENCE INC COM 40,920 40,920
    MICROS SYS INC COM 117,760 117,760
    MWI VETERINARY SUPPLY INC COM 123,324 123,324
    NATIONAL OILWELL VARCO COM STK 264,204 264,204
    NATURAL GAS SVCS GROUP INC COM 23,712 23,712
    NETFLIX INC COM STK 140,364 140,364
    NETGEAR INC COM 24,157 24,157
    NIKE INC CL B 289,674 289,674
    NJ RES CORP COM 47,971 47,971
    NORDSON CORP COM 82,064 82,064
    NORTHERN OIL & GAS INC NEV COM 44,632 44,632
    NORTHWEST NAT GAS CO COM 38,080 38,080
    OCEANEERING INTL INC COM 124,436 124,436
    OWENS & MINOR INC NEW COM 33,693 33,693
    PAREXEL INTL CORP COM 11,292 11,292
    PATTERSON COS INC COM 44,811 44,811
    POLARIS INDS INC COM 114,368 114,368
    POOL CORP COM STK 84,966 84,966
    PRAXAIR INC COM 326,190 326,190
    PRICELINE COM INC COM NEW STK 398,712 398,712
    PROLOGIS INC COM 277,736 277,736
    PSS WORLD MED INC COM 37,782 37,782
    PUB STORAGE COM 298,351 298,351
    QUALCOMM INC COM 484,416 484,416
    QUALITY SYS INC COM STK 49,518 49,518
    RAVEN INDS INC COM STK 69,590 69,590
    REGENCY CTRS CORP COM 118,925 118,925
    REGENERON PHARMACEUTICALS INC 376,926 376,926
    RLI CORP COM 61,380 61,380
    ROBBINS & MYERS INC COM 41,820 41,820
    ROLLINS INC COM 84,447 84,447
    SAFETY INS GROUP INC COM 48,768 48,768
    SALESFORCE COM INC COM STK 670,561 670,561
    SALLY BEAUTY HLDGS INC COM STK 78,507 78,507
    SCHEIN HENRY INC COM 78,490 78,490
    SCHLUMBERGER LTD COM COM 298,586 298,586
    SENSIENT TECHNOLOGIES CORP COM 78,970 78,970
    SIMON PROPERTY GROUP INC COM 456,395 456,395
    SIRONA DENTAL SYS INC COM STK 54,012 54,012
    SL GREEN RLTY CORP COM STK 176,528 176,528
    SM ENERGY CO COM 49,110 49,110
    SOLERA HLDGS INC COM 96,117 96,117
    SOUTH JERSEY INDS INC COM 45,873 45,873
    SOUTHWESTERN ENERGY CO COM 178,808 178,808
    STARBUCKS CORP COM 332,983 332,983
    STARWOOD HOTELS & RESORTS WORL 68,952 68,952
    STEPAN CO COM 32,963 32,963
    STRAYER ED INC COM 32,706 32,706
    SYNTEL INC COM 18,210 18,210
    TENNANT CO COM 15,980 15,980
    THERMON GROUP HLDGS INC 39,349 39,349
    TORO CO COM 43,974 43,974
    TRACTOR SUPPLY CO COM 132,896 132,896
    TRIMBLE NAV LTD COM 41,409 41,409
    UDR INC COM STK 120,156 120,156
    UTD STATIONERS INC COM 64,680 64,680
    VALIDUS HOLDING LTD COM STK US 32,030 32,030
    VALMONT INDS INC COM 60,485 60,485
    VENTAS INC REIT 243,012 243,012
    VISA INC COM CL A STK 827,085 827,085
    VORNADO RLTY TR COM 163,761 163,761
    WABTEC CORP COM 68,288 68,288
    WATSCO INC COM 7,380 7,380
    WEST PHARMACEUTICAL SVCS INC C 65,637 65,637
    WESTAMERICA BANCORPORATION COM 56,628 56,628
    WESTFIELD FINL INC NEW COM STK 21,900 21,900
    WGL HLDGS INC COM 15,900 15,900
    WOLVERINE WORLD WIDE INC COM 31,024 31,024
    ZEBRA TECHNOLOGIES CORP CL A 69,579 69,579
    FRONTIER SMALL CAP GROWTH FUND 6,158,567 6,158,567
    CONVEXITY CAPITAL OFFSHORE 15,000,000 15,000,000
    MFO DFA EMERGING MARKETS VALUE 15,531,170 15,531,170
    CF SILCHESTER INTL VALUE EQTY 11,897,642 11,897,642
    MFO HARDING LOEVNER FDS INC IN 8,192,941 8,192,941
    MFO MORGAN STANLEY INSTL FD IN 12,337,624 12,337,624
    CF GRYPHON INTL EAFE GROWTH FD 9,279,057 9,279,057
    MFO GMO QUAL FD III 11,435,149 11,435,149
    MFO GMO EMERGING MARKETS FD- I 18,312,422 18,312,422
    NTGI-QM COMMON DAILY S&P 500 E 2,518,848 2,518,848

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    US Government Securities - End of Year Book Value:

    18,330,612
    US Government Securities - End of Year Fair Market Value:

    18,330,612
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2011 InvestmentsOtherSchedule2
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PHOENIX ASIA REAL ESTATE INVES FMV 2,223,748 2,223,748
    EUROPA FUND III FMV 2,491,894 2,491,894
    ASIA ALTERNATIVES CAPITAL PTRS FMV 584,714 584,714
    PATRON CAPITAL LP IV FMV 524,694 524,694
    APOLLO EUROPEAN PRINCIPAL FINA FMV 761,123 761,123
    BAIN CAPITAL EUROPE FUND III, FMV 2,331,428 2,331,428
    PATRON CAPITAL LP III FMV 1,779,713 1,779,713
    ENERVEST ENERGY INSTITUTIONAL FMV 3,584,294 3,584,294
    ABRY PARTNERS VII LP FMV 699,562 699,562
    ABRY SENIOR EQUITY III FMV 2,404,251 2,404,251
    ADAGE CAPITAL PARTNERS, LP FMV 28,637,935 28,637,935
    ARCLIGHT ENERGY PARTNERS FUND FMV 2,080,515 2,080,515
    BAIN CAPITAL ASIA FUND, LP FMV 2,419,446 2,419,446
    BAIN CAPITAL FUND IX, LP FMV 18,665,489 18,665,489
    BAIN CAPITAL FUND X LP FMV 9,964,430 9,964,430
    BAIN CAPITAL IX COINVESTMENT F FMV 4,053,595 4,053,595
    BAUPOST VALUE PARTNERS IV, LP FMV 30,359,632 30,359,632
    BERKSHIRE MULTIFAMILY VALUE FU FMV 5,887,124 5,887,124
    BPG INVESTMENT PARTNERSHIP VII FMV 2,211,544 2,211,544
    CHARLESBANK EQUITY FUND VII FMV 1,420,214 1,420,214
    COMMONFD CAPITAL INTL PARTNERS FMV 3,617,618 3,617,618
    COMMONFUND CAP PRIVATE EQUITY FMV 3,703,067 3,703,067
    COMMONFUND CAP PRIVATE EQUITY FMV 6,130,901 6,130,901
    COMMONFUND CAPITAL INTL PARTNE FMV 1,394,352 1,394,352
    COMMONFUND CAPITAL NATURAL RES FMV 8,455,975 8,455,975
    COMMONFUND CAPITAL VENTRUE PTR FMV 3,843,704 3,843,704
    COMMONFUND CAPITAL VENTURE PTR FMV 1,919,782 1,919,782
    DAVIDSON KEMPNER INST PTRS FMV 12,493,568 12,493,568
    DOVER STREET VII CAYMAN FUND, FMV 4,734,437 4,734,437
    ENCAP ENERGY CAPITAL FUND VI-B FMV 1,678,328 1,678,328
    ENCAP ENERGY CAPITAL FUND VII- FMV 3,173,142 3,173,142
    ENCAP FLATROCK MIDSTREAM FUND FMV 25,796 25,796
    ENDOWMENT PRIVATE EQUITY PARTN FMV 2,744,766 2,744,766
    ENDOWMENT VENTURE PARTNERS V, FMV 4,005,487 4,005,487
    ENERVEST ENERGY INSTITUTIONAL FMV 3,133,449 3,133,449
    FARALLON CAPITAL INSTITUTIONAL FMV 4,536,300 4,536,300
    FORTRESS INVESTMENT FUND V FMV 2,335,810 2,335,810
    FORTRESS INVESTMENT FUND V B, FMV 4,262,531 4,262,531
    GENERAL CATALYST GROUP VI FMV 73,264 73,264
    GREENFIELD ACQUISITION PARTNER FMV 7,062,484 7,062,484
    HIGHLAND CAPITAL PARTNERS VIII FMV 1,793,407 1,793,407
    HSH CAYMAN PARTNERS LP FMV 9,857 9,857
    INDUS ASIA PACIFIC FUND LTD FMV 6,794,586 6,794,586
    INTERWEST PARTNERS X, LP FMV 1,309,028 1,309,028
    JC FLOWERS II, LP FMV 1,174,790 1,174,790
    JCF HRE II AIV TE TRUST FMV 4,224 4,224
    KAYNE ANDERSON ENERGY FUND V ( FMV 2,777,006 2,777,006
    LONE STAR FUND IV (US), LP FMV 790,771 790,771
    LONE STAR FUND V (US), LP FMV 7,743,313 7,743,313
    LONE STAR FUND VI (US), LP FMV 8,221,192 8,221,192
    LONE STAR FUND VII (US) LP FMV 1,451,277 1,451,277
    LONE STAR REAL ESTATE FUND (US FMV 1,634,716 1,634,716
    MADISON DEARBORN CAPITAL PARTN FMV 575,269 575,269
    MADISON DEARBORN CAPITAL PTRS FMV 3,505,845 3,505,845
    MADISON INTERNATIONAL RE LIQUI FMV 4,664,995 4,664,995
    MADISON INTERNATIONAL REAL EST FMV 3,648,844 3,648,844
    MORGENTHALER VENTURE PARTNERS FMV 4,250,598 4,250,598
    NCD PARTNERS V, LP FMV 6,281,797 6,281,797
    NORTHGATE PRIVATE EQUITY FMV 14,224,259 14,224,259
    NORTHGATE VENTURE PARTNERS III FMV 8,778,155 8,778,155
    OZ OVERSEAS FUND, LTD FMV 3,346,647 3,346,647
    PARK STREET CAPITAL NATURAL RE FMV 4,916,902 4,916,902
    PERRY PARTNERS INTERNATIONAL, FMV 44,970 44,970
    RIVERSIDE CAPITAL APPRECIATION FMV 3,732,526 3,732,526
    RMS OPPORTUNITY FUND I LP FMV 11,686,928 11,686,928
    SHORENSTEIN REALTY INVESTORS N FMV 2,044,511 2,044,511
    SOUTHERN CROSS LATIN AMERICA P FMV 345,602 345,602
    SUMMIT PARTNERS GROWTH EQUITY FMV 135,000 135,000
    SUMMIT PARTNERS VENTURE CAPITA FMV 20,000 20,000
    TIFF PARTNERS I FMV 167,883 167,883
    TIFF PARTNERS III, LLC FMV 2,027,031 2,027,031
    TPG ENDOWMENT FUND V, L.P. FMV 3,049,418 3,049,418
    TPG ENDOWMENT FUND VI, LP FMV 2,854,284 2,854,284
    VENROCK ASSOCIATES VI FMV 687,282 687,282
    &&& ROCKEFELLER ESCROW CASH FMV 2,405 2,405
    GENERAL MOTORS CORP CONT NOTE FMV 163,901 163,901
    CF COATUE OFFSHORE LTD CL A TR FMV 13,100,909 13,100,909
    CF VIKING GLOBAL EQ III LTD CL FMV 13,350,367 13,350,367
    CF HHR ATLAS LTD CL C SER 1 FD FMV 12,728,284 12,728,284
    CF HIGHLINE CAPITAL INTERNATIO FMV 8,907,229 8,907,229
    CF SIRIOS OVERSEAS FD A/1E FMV 11,780,666 11,780,666
    CF WELLINGTON SPINDRIFT CL S S FMV 679,056 679,056
    CF WELLINGTON SPINDRIFT CL S S FMV 53,265 53,265
    CF WELLINGTON SPINDRIFT CL S S FMV 259,673 259,673
    CF WELLINGTON SPINDRIFT CL S S FMV 66,904 66,904
    CF WELLINGTON SPINDRIFT CL S S FMV 271,646 271,646
    CF WELLINGTON SPINDRIFT CL S S FMV 146,327 146,327
    CF 4D GLOBAL ENERGY INVESTMENT FMV 390,167 390,167
    FARALLON FCIP, LTD FMV 6,813 6,813
    CF BENNETT OFFSHORE RESTRUCTUR FMV 9,215,448 9,215,448
    CF TACONIC OFFSHORE 1.5 LTD CL FMV 10,996,625 10,996,625
    CF TACONIC OFFSHORE 1.5 LTD CL FMV 5,526 5,526
    CF CONTRARIAN CL B2 RETIRED SE FMV 9,137 9,137
    CF CONTRARIAN C1A CL A SER 1 F FMV 8,475,201 8,475,201
    CF CONTRARIAN C1A CL B SER 1 F FMV 88,653 88,653
    CF CONTRARIAN C1A CL B2 SER 1 FMV 35,400 35,400
    CF CONTRARIAN FD CIA CL B SER FMV 2,534 2,534
    CF CONTRARIAN I OFF LTD CL A S FMV 318,968 318,968
    CF CONTRARIAN I OFFSHORE CL A FMV 64,882 64,882
    CF CONTRARIAN I OFFSHORE LTD C FMV 25,594 25,594
    CF CONTRARIAN I OFFSHORE LTD C FMV 74,443 74,443
    CF CONTRARIAN I OFFSHORE LTD C FMV 22,307 22,307
    CF CONTRARIAN I OFFSHORE LTD C FMV 95,820 95,820
    CF CONTRARIAN I OFFSHORE LTD R FMV 100,643 100,643
    CF CONTRARIAN I OFFSHORE LTD R FMV 40,188 40,188
    CF CONTRARIAN OFFSHORE NEW C1A FMV 1,012 1,012
    CF CONTRARIAN RETIRED INVESTOR FMV 22,881 22,881
    HBK OFFSHORE SLV FMV 694,679 694,679
    HIGHFIELDS CAPITAL IV, LP FMV 12,075,600 12,075,600
    MFO GMO CURRENCY HEDGE INTL EQ FMV 5,761,867 5,761,867
    CF CY OF LONDON INVT TR CY OF FMV 12,005,629 12,005,629
    CF WTC CTF STRAT REAL AST FD FMV 13,050,554 13,050,554
    MFO E I I RLTY SECS TR INTL P FMV 14,308,731 14,308,731
    WTC-CTF ENERGY POOL FUND FMV 12,233,247 12,233,247
    MFO GMO TR FLEXIBLE EQUITIES F FMV 3,731,140 3,731,140
    PROSPECT HARBOR CREDIT PARTNER FMV 809,250 809,250
    SANKATY CREDIT OPPORTUNITIES FMV 4,002,064 4,002,064
    SANKATY CREDIT OPPORTUNITIES FMV 6,499,475 6,499,475
    BROOKSIDE CAYMAN, LTD FMV 11,269,583 11,269,583
    CF MASON CAPITAL LTD-F INITIAL FMV 13,444,936 13,444,936
    MFO GMO INTL INSTRINSIC VALUE FMV 16,518,109 16,518,109
    MFO GMO TR INTL GROWTH EQUITY FMV 4,906,507 4,906,507
    MFO GMO TR U S CORE EQUITY FD FMV 2,470,885 2,470,885
    MFO GMO TR U S SMALL/MID CAP F FMV 1,680,451 1,680,451
    MFO GMO EMERGING MARKETS FD-II FMV 9,159,287 9,159,287
    MFO GMO QUAL FD III FMV 33,457,835 33,457,835
    GMO MUTLI-STRATEGY (OFFSHORE) FMV 2,610,249 2,610,249

    TY 2011 LandEtcSchedule2
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE &FIXT. 121,515 95,423 26,092  
    LEASEHOLD IMPRV. 1,331,829 515,849 815,980  
    COMPUTER EQUIP. 235,523 124,611 110,912  
    ART WORK 84,400 52,422 31,978  


    TY 2011 LegalFeesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VARIOUS LEGAL 28,672     28,672


    TY 2011 OtherAssetsSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 324,103 329,530 329,530
    INTEREST RECEIVABLE 217 368 368
    COLLATERAL RECEIVED UNDER      
    SECURITY LENDING AGREEMENT 18,217,576 9,942,067 9,942,067
    PREPAID EXCISE TAX 895,000 675,000 675,000


    TY 2011 OtherDecreasesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description Amount
    NET UNREALIZED LOSS ON INVESTMENTS 17,031,137
    NET UNREALIZED LOSS FROM PARTNERSHIPS 53,993,761


    TY 2011 OtherExpensesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS & SUBSCRIPTIONS 3,517     3,517
    CONFERENCE/REGISTRATION 44,560     44,560
    INSURANCE 27,446     27,446
    INTERNET/SOFTWARE 38,709     38,709
    MEMBERSHIPS 159,110     159,110
    MISCELLANEOUS 41,936     41,936
    OFFICE SUPPLIES 96,826     96,826
    PARTNERSHIP EXP   8,116,661    
    PER DIEM SALARIES 124,965     124,965
    POSTAGE 13,677     13,677
    SERVICE CONTRACTS 3,000     3,000
    TELEPHONE 67,481     67,481
    ANNUAL REPORT 45,458     45,458
    NEW ORLEANS INITIATIVE 10,323     10,323
    COMPUTER TRAINING 477     477


    TY 2011 OtherIncomeSchedule2
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME - OTHER PORTFOLIO      
    INCOME 54,537,631 611,840  


    TY 2011 OtherLiabilitiesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description Beginning of Year - Book Value End of Year - Book Value
    COLLATERAL PAYABLE UNDER 0 0
    SECURITIES LENDING 0 0
    AGREEMENT 18,217,576 9,942,067


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT PROGRAM CONSULTANTS 1,306,783     1,306,783
    EXECUTIVE SEARCH FEES 85,684     85,684
    INVESTMENT MANAGEMENT 2,351,657 2,351,657    


    TY 2011 TaxesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 186,469     186,469
    EXCISE TAX ON NET INVEST. INC. 220,000     0