Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
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 FLOORSuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100175001
A Employer identification number

13-6108163
B Telephone number (see instructions)

(212) 557-0010
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,037,047,874J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 10,022,867
2 Check bullet
3 Interest on savings and temporary cash investments 314,211 314,211  
4 Dividends and interest from securities...... 11,202,579 21,543,788  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,106,082
b Gross sales price for all assets on line 6a 268,166,391
7 Capital gain net income (from Part IV, line 2)... 52,699,195
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 10,226,091 3,097,377  
12 Total. Add lines 1 through 11........ 64,871,830 77,654,571  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,938,812     1,938,812
14 Other employee salaries and wages...... 1,414,288     1,414,288
15 Pension plans, employee benefits....... 1,234,210     1,234,210
16a Legal fees (attach schedule)......... Click to see attachment 90,964 21,964 0 69,000
b Accounting fees (attach schedule)....... Click to see attachment 124,950 0 0 124,950
c Other professional fees (attach schedule).... Click to see attachment 3,659,876 2,721,596   938,280
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,575,000 329,774   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 178,668    
20 Occupancy.............. 959,497     959,497
21 Travel, conferences, and meetings....... 652,484     652,484
22 Printing and publications.......... 42,778     42,778
23 Other expenses (attach schedule)....... Click to see attachment 792,817 10,964,533   792,817
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,664,344 14,037,867 0 8,167,116
25 Contributions, gifts, grants paid........ 47,522,147 38,426,897
26 Total expenses and disbursements. Add lines 24 and 25 60,186,491 14,037,867 0 46,594,013
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,685,339
b Net investment income (if negative, enter -0-) 63,616,704
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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.......... 2,869,731 40,953,951 40,953,951
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 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) 18,671,845 Click to see attachment2,760,791 2,760,791
b Investments—corporate stock (attach schedule)........ 22,101,150 Click to see attachment24,481,268 24,481,268
c Investments—corporate bonds (attach schedule)........ 3,653,455    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 868,552,430 Click to see attachment957,106,942 957,106,942
14 Land, buildings, and equipment: basis bullet1,826,242
Less: accumulated depreciation (attach schedule) bullet1,116,328 843,202 Click to see attachment709,914 709,914
15 Other assets (describe bullet) Click to see attachment12,904,566 Click to see attachment11,035,008 Click to see attachment11,035,008
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 929,596,379 1,037,047,874 1,037,047,874
Liabilities 17 Accounts payable and accrued expenses.......... 764,206 779,963
18 Grants payable................... 15,239,450 24,334,700
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 attachment11,795,875 Click to see attachment10,279,610
23 Total liabilities (add lines 17 through 22).......... 27,799,531 35,394,273
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 901,796,848 1,001,653,601
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).................... 901,796,848 1,001,653,601
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 929,596,379 1,037,047,874
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)............... 1 901,796,848
2 Enter amount from Part I, line 27a..................... 2 4,685,339
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 95,171,414
4 Add lines 1, 2, and 3.......................... 4 1,001,653,601
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,001,653,601
Form 990-PF (2013)
Form 990-PF (2013)
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 PUBLICLY 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 243,971,481   215,467,196 28,504,285
b 24,194,910     24,194,910
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       28,504,285
b       24,194,910
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 52,699,195
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 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))
2012 41,554,950 840,389,978 0.049447
2011 43,775,695 798,039,355 0.054854
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
2 Total of line 1, column (d) ...................... 2 0.271346
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 0.054269
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 946,120,213
5 Multiply line 4 by line 3....................... 5 51,344,998
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 636,167
7 Add lines 5 and 6......................... 7 51,981,165
8 Enter qualifying distributions from Part XII, line 4.............. 8 47,409,793
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 1,272,334
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 1,272,334
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 1,272,334
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,699,443
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 1,699,443
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 10 427,109
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet427,109 RefundedBullet 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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 instructions)? ......
    5b
     
     
    .........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 (2013)
    Form 990-PF (2013)
    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 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     		481,853 94,534 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MARC DE VENOGE CFO AND ASSISTANT TREASURER
    40.0     		414,013 98,511 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHARON ALPERT SR. DIR. OF PROGRAM STRATEGIES
    40.0     		227,265 67,668 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    LETICIA PEGUERO EXECUTIVE DIRECTOR
    40.0     		191,475 39,402 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHAWN ESCOFFERY PRGM DIR. STRONG LOCAL ECON.
    40.0     		171,021 37,759 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JUDILIEE REED PROGRAM DIR -THRIVING CULTURES
    40.0     		155,075 46,267 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    GEORGE SOULE COMMUNICATIONS DIRECTOR
    40.0     		150,000 59,689 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MICHELLE KNAPIK PRGM DIR -SUSTAINABLE ENVIRON.
    40.0     		148,110 17,773 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JOCELYN DOWNIE CHAIRPERSON
    4.0     		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
    LAWRENCE SC GRIFFITH 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
    CARRA COTE-ACKAH 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
    TRACY PALANDJIAN DIRECTOR
    2.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MICHAEL S SPENSLEY 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 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
    JONATHAN GOLDBERG GRANTS MGMT/MIS DIR.
    40.0     		186,858 55,119 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    HELEN CHIN PRGM OFF-SUSTAIN ENV
    40.0     		111,295 53,133 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    ELIZABETH C BERRY PROGRAM OFFICER
    40.0     		99,920 40,856 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    AMY T MORRIS PROGRAM OFFICER
    40.0     		98,678 29,428 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JOSE A GARCIA PROGRAM OFFICER
    40.0     		96,490 51,330 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    Total number of other employees paid over $50,000...................bullet 4
    3 Five highest-paid independent contractors for professional services (see 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 1,731,329
    100 SUMMER STREET
    BOSTON,MA02110
    THE NORTHERN TRUST COMPANY CUSTODIAL BANK 322,322
    50 S LASALLE STREET
    CHICAGO,IL60675
    GRYPHON INTERNATIONAL INVESTMENT CORP INVEST. CONSULTING 144,000
    20 BAY STREET SUITE 1905
    TORONTO,ONTARIOM5J 2N8
    CA
    NEUBERGER BERMAN INVEST. CONSULTING 90,789
    605 THIRD AVENUE 41ST FLOOR
    NEW YORK,NY10158
    BWB SOLUTIONS CONSULTING 87,664
    250 WEST MAIN STREET
    BRANFORD,CT06405
    Total number of others receiving over $50,000 for professional services.............bullet3
    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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 LOAN TO AN IRC 501(C)(3) PUBLIC CHARITY TO FURTHER SURDNA'S CHARITABLE INITIATIVE RELATING TO "STRONG LOCAL ECONOMIES." (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 750,000
    2 LOAN TO AN IRC 501(C)(3) PUBLIC CHARITY TO FURTHER SURDNA'S CHARITABLE INITIATIVE RELATING TO "SUSTAINABLE ENVIRONMENTS." (SEE GENERAL EXPLANATION ATTACH. FOR CONTIN.) 20,400
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet770,400
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    47,306,011
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,272,334
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,272,334
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    46,033,677
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    46,033,677
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    46,033,677
    Part XII
    Qualifying Distributions (see 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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 46,033,677
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 6,129,864
    b From 2009....... 3,050,907
    c From 2010....... 5,255,185
    d From 2011....... 4,564,051
    e From 2012....... 1,019,579
    fTotal of lines 3a through e......... 20,019,586
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 47,409,793
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 46,033,677
    e Remaining amount distributed out of corpus 1,376,116
    5 Excess distributions carryover applied to 2013.    
    (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 21,395,702
    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 instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		6,129,864
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		15,265,838
    10 Analysis of line 9:
    a Excess from 2009.... 3,050,907
    b Excess from 2010.... 5,255,185
    c Excess from 2011.... 4,564,051
    d Excess from 2012.... 1,019,579
    e Excess from 2013.... 1,376,116
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 or e-mail address 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 (2013)
    Form 990-PF (2013)
    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 PC General Support 25,000
    A Home Within
    2255 Van Ness Ave STE 203
    San Francisco,CA94109     		No Relationship PC General Support 76,300
    A Long Walk Home
    1658 N Milwaukee Ave Suite 104
    Chicago,IL60647     		No Relationship PC General Support 1,000
    Adoption & Foster Care Mentoring
    727 Atlantic Ave 3rd Floor
    Boston,MA02111     		No Relationship PC General Support 97,000
    Advocates for Human Rights
    330 Second Avenue South Suite 800
    Minneapolis,MN55401     		No Relationship PC General Support 100,000
    African Development Center of Minnesota
    1931 South 5th Street
    Minneapolis,MN55454     		No Relationship PC General Support 100,000
    Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No Relationship PC General Support 175,000
    Alliance for a Just Society
    3518 S Edmunds St
    Seattle,WA98118     		No Relationship PC General Support 125,000
    Alliance for California Traditional Arts
    1245 Van Ness Ave
    Fresno,CA93721     		No Relationship PC General Support 100,000
    Alliance For Justice
    Eleven Dupont Circle NW
    Washington,DC20036     		No Relationship PC General Support 30,000
    Alonzo King's LINES Ballet
    26 Seventh Street
    San Francisco,CA94103     		No Relationship PC General Support 75,000
    Alternate ROOTS
    1083 Austin Avenue
    Atlanta,GA30307     		No Relationship PC General Support 175,000
    American Council for an Energy-Efficient Economy
    529 14th Street NW Suite 600
    Washington,DC20045     		No Relationship PC General Support 100,000
    American Humane Association
    1400 16th Street NW Suite 360
    Washington,DC20036     		No Relationship PC General Support 5,000
    American Prospect
    1710 RHODE ISLAND AVE NW 12TH FL
    Washington,DC20036     		No Relationship PC General Support 75,000
    American Rivers
    1101 14th Street NW Suite 1400
    Washington,DC20005     		No Relationship PC General Support 100,000
    American Society For The Prevention Of Cruelty To
    424 East 92nd Street
    NEW YORK,NY10128     		No Relationship PC General Support 180
    Anchorage Museum
    625 C Street
    Anchorage,AK99501     		No Relationship PC General Support 80,000
    Animal Welfare Society of Jefferson
    PO Box 147
    Charles Town,WV25414     		No Relationship PC General Support 4,000
    Art Center College of Design
    1700 Lida Street
    Pasadena,CA91103     		No Relationship PC General Support 30,000
    Arts Unbound
    542 Freeman Street
    Orange,NJ07050     		No Relationship PC General Support 1,000
    ArtSpot Productions
    609 Saint Ferdinand Street
    New Orleans,LA70117     		No Relationship PC General Support 50,000
    AS220
    115 Empire Street
    Providence,RI02903     		No Relationship PC General Support 75,000
    Asian American Writers' Workshop
    110-112 West 27th Street
    NEW YORK,NY10001     		No Relationship PC General Support 125,000
    Asian Americans For Equality
    2 Allen Street 7th Floor
    NEW YORK,NY10002     		No Relationship PC General Support 100,000
    Asian Arts Initiative
    1219 Vine Street
    Philadelphia,PA19107     		No Relationship PC General Support 75,000
    Aspiranet
    400 Oyster Point Blvd 501
    South San Francisco,CA94080     		No Relationship PC General Support 100,000
    Association for Women in Science
    1321 Duke Street Ste 210
    Alexandria,VA22314     		No Relationship PC General Support 100
    Association of Baltimore Area Grantmakers
    2 E Read Street 2nd Floor
    Baltimore,MD21202     		No Relationship PC General Support 100,000
    AXIS Dance Company
    1428 Alice St 200
    Oakland,CA94612     		No Relationship PC General Support 50,000
    B Lab Company
    155 E Lancaster Ave
    Wayne,PA19087     		No Relationship PC General Support 145,000
    Bates Dance Festival
    305 College Street
    Lewiston,ME04240     		No Relationship PC General Support 75,000
    Beloved Community Center of Greensboro
    417 Arlington Street
    Greensboro,NC27462     		No Relationship PC General Support 80,000
    Bend Science Station
    1027 NW Trenton Avenue
    Bend,OR97701     		No Relationship PC General Support 10,000
    Bend's Community Center
    1036 NE 5th Street
    Bend,OR97701     		No Relationship PC General Support 17,500
    Berkshire Theater Festival
    PO Box 797
    Stockbridge,MA01262     		No Relationship PC General Support 150
    Best Buddies Virginia
    131 East Broad Street Ste 205
    Falls Church,VA22046     		No Relationship PC General Support 500
    Beth Chayim Chadashim
    6090 W Pico Blvd
    Los Angeles,CA90035     		No Relationship PC General Support 20,000
    Big Brothers Big Sisters of Franklin County
    PO Box 100
    Greenfield,MA01302     		No Relationship PC General Support 1,000
    Blue Green Alliance Foundation
    1300 Godward Street NE 2625
    Minneapolis,MN55413     		No Relationship PC General Support 100,000
    Board of Regents of the University of Wisconsin Sy
    21 N PARK STREET SUITE 6401
    MADISON,WI53715     		No Relationship PC General Support 200,000
    BoardSource
    750 9th Street NW Suite 650
    Washington,DC20001     		No Relationship PC General Support 25,000
    BOC Capital Corp
    85 South Oxford Street
    Brooklyn,NY11217     		No Relationship PC General Support 185,000
    Boca Helping Hands
    1500 NW 1st Court
    Boca Raton,FL33432     		No Relationship PC General Support 2,500
    Boston Arts Academy Foundation
    174 Ipswich Street
    Boston,MA02215     		No Relationship PC General Support 335,000
    Boston Center for the Arts
    539 Tremont Street
    Boston,MA02216     		No Relationship PC General Support 15,000
    Boston College
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		No Relationship PC General Support 1,500
    Boston Community Capital
    10 Malcolm X Boulevard
    Boston,MA02119     		No Relationship PC General Support 45,000
    Breast Cancer Fund
    1388 Sutter Street Suite 400
    San Francisco,CA94109     		No Relationship PC General Support 10,000
    Brevard Music Center
    349 Andante Lane
    Brevard,NC28712     		No Relationship PC General Support 50,000
    Brightline Defense Project
    1028A Howard Street
    San Francisco,CA94103     		No Relationship PC General Support 100,000
    Brookings Institution
    1775 Massachusetts Ave NW
    Washington,DC20036     		No Relationship PC General Support 400,000
    Brooklyn Youth Chorus Academy
    179 Pacific Street
    Brooklyn,NY11201     		No Relationship PC General Support 75,000
    Burlington Children's Space
    241 N Winooski Avenue
    Burlington,VT05401     		No Relationship PC General Support 5,000
    Burlington City Arts Foundation
    135 Church St
    Burlington,VT05401     		No Relationship PC General Support 5,000
    Business Alliance for Local Living Economies
    PO Box 4199
    Bellingham,WA98227     		No Relationship PC General Support 150,000
    California Community Foundation
    221 South Figueroa Street Ste 400
    Los Angeles,CA90012     		No Relationship PC General Support 15,000
    California Partnership for Safe Communities
    469 9th Street Suite 210
    Oakland,CA94607     		No Relationship PC General Support 100,000
    California State Summer School for the Arts Founda
    39 East Walnut 8
    Pasadena,CA91103     		No Relationship PC General Support 30,000
    Carnegie Museums of Pittsburgh
    117 Sandusky Street
    Pittsburgh,PA15212     		No Relationship PC General Support 60,000
    Carolina Youth Development Center
    5055 Lackawanna Blvd
    North Charleston,SC29405     		No Relationship PC General Support 60,000
    Casa Valentina Inc
    2990 SW 35th Avenue Ste 2
    Miami,FL33133     		No Relationship PC General Support 24,000
    Center for Cultural Innovation
    244 S San Pedro St Ste 401
    Los Angeles,CA90012     		No Relationship PC General Support 150,000
    Center for Earth Energy and Democracy
    216 Cecil Street SE
    Minneapolis,MN55414     		No Relationship PC General Support 25,000
    Center for Effective Philanthropy
    675 Massachusetts Ave 7th Fl
    Cambridge,MN02139     		No Relationship PC General Support 25,000
    Center for Labor and Community Research
    3411 W Diversey Avenue Ste 10
    Chicago,IL60647     		No Relationship PC General Support 125,000
    Center for Neighborhood Technology
    2125 West North Avenue
    Chicago,IL60647     		No Relationship PC General Support 295,000
    Center for Popular Democracy
    802 Kent Avenue
    Brooklyn,NY11205     		No Relationship PC General Support 285,000
    Center for Teen Empowerment
    392 Genesee Street
    Rochester,NY14611     		No Relationship PC General Support 50,000
    Center for Urban Pedagogy
    232 Third Street D201
    Brooklyn,NY11215     		No Relationship PC General Support 40,000
    Central Oregon Community College Foundation
    2600 NW College Way
    BEND,OR97701     		No Relationship PC General Support 2,000
    CEOs For Cities
    1717 Euclid Ave UR 130
    CLEVELAND,OH44115     		No Relationship PC General Support 45,000
    Ceres Inc
    99 Chauncy St 6th Floor
    BOSTON,MA02111     		No Relationship PC General Support 175,000
    Charles River Watershed Association
    190 Park Road
    WESTON,MA02493     		No Relationship PC General Support 40,000
    Chewonki Foundation Inc
    485 Chewonki Neck Road
    Wiscasset,ME04578     		No Relationship PC General Support 2,500
    Chicago Children's Choir
    78 East Washington
    Chicago,IL60602     		No Relationship PC General Support 75,000
    Chicago Youth Symphony Orchestras
    410 S Michigan Ave 833
    Chicago,IL60605     		No Relationship PC General Support 80,000
    Children International
    PO Box 219055
    Kansas City,MO64121     		No Relationship PC General Support 294
    Cincinnati USA Regional Chamber of Commerce Fdn
    441 Vine St Suite 300
    Cincinnati,OH45202     		No Relationship PC General Support 125,000
    Citizen Engagement Lab Education Fund
    2150 Allston Way Suite 360
    Berkeley,CA94704     		No Relationship PC General Support 125,000
    CitySquare
    511 N Akard Suite 302
    Dallas,TX75201     		No Relationship PC General Support 32,700
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No Relationship PC General Support 145,000
    Cleveland Citywide Development Corporation
    601 Lakeside Room 210
    Cleveland,OH44114     		No Relationship PC General Support 500
    Cleveland Orchestra-Musical Arts Association
    11001 Euclid Avenue
    Cleveland,OH44106     		No Relationship PC General Support 50,000
    Collateral Repair Project
    PO Box 8160
    Medford,OR97501     		No Relationship PC General Support 2,000
    College for Creative Studies-Detroit Creative Corr
    201 East Kirby
    Detroit,MI48202     		No Relationship PC General Support 150,000
    College Track
    111 Broadway Street Suite 101
    Oakland,CA94607     		No Relationship PC General Support 5,000
    Common Market Philadelphia Inc
    428 E Erie Ave
    Philadelphia,PA19134     		No Relationship PC General Support 150,000
    CommonHealth Action-Liquid Studios
    1301 Connecticut Ave NW Ste 200
    Washington,DC20036     		No Relationship PC General Support 110,000
    Commonwise Education Inc
    212 Battery St
    Burlington,VT05401     		No Relationship PC General Support 200,000
    Community Catalyst
    30 Winter Street Floor 10
    BOSTON,MA02108     		No Relationship PC General Support 100,000
    Community Foundation for Southeast Michigan
    333 West Fort Street
    Detroit,MI48226     		No Relationship PC General Support 200,000
    Community Foundation of New Jersey
    Post Office Box 338
    Morristown,NJ07963     		No Relationship PC General Support 150,000
    Community Labor United
    6 Beacon Street Suite 910
    BOSTON,MA02108     		No Relationship PC General Support 100,000
    Community LIFT
    301 Washington Avenue
    Memphis,TN38103     		No Relationship PC General Support 215,000
    Cooper Union for the Advancement of Science & Art
    30 Cooper Square 8th Floor
    NEW YORK,NY10003     		No Relationship PC General Support 50,000
    Cooperation Texas
    5604 Manor Rd
    AUSTIN,TX78723     		No Relationship PC General Support 45,000
    Cornerstone Theater Company
    708 Traction Ave
    Los Angeles,CA90013     		No Relationship PC General Support 75,000
    Coro New York Leadership Center
    42 Broadway 18th Floor
    NEW YORK,NY10004     		No Relationship PC General Support 100,000
    Corporation for Enterprise Development
    1200 G Street NW
    Washington,DC20005     		No Relationship PC General Support 100,000
    Council on CompetitivenessFutureWorks
    1500 K Street NW Suite 850
    Washington,DC20005     		No Relationship PC General Support 100,000
    Cumberland Region Tomorrow
    511 Union Street Suite 1600
    NASHVILLE,TN37219     		No Relationship PC General Support 175,000
    Cystic Fibrosis Foundation
    220 North Main Ste Suite 104
    NATICK,MA01760     		No Relationship PC General Support 1,000
    Dance Institute of Washington
    3400 14th Street NW
    Washington,DC20010     		No Relationship PC General Support 50,000
    Dancewave Inc
    45 Fourth Avenue
    BROOKLYN,NY11217     		No Relationship PC General Support 30,000
    Danspace Projects
    131 East 10th Street
    NEW YORK,NY10003     		No Relationship PC General Support 100
    Deep Center
    Box 5582
    Savannah,GA31414     		No Relationship PC General Support 1,000
    Democracy at Work Institute
    1904 Franklin St Suite 400
    Oakland,CA94612     		No Relationship PC General Support 65,000
    Democracy Collaborative Foundation
    6930 Carroll Ave 5th Floor
    Takoma Park,MD20912     		No Relationship PC General Support 150,000
    Deschutes United Way
    PO Box 5969
    Bend,OR97708     		No Relationship PC General Support 3,000
    Discover Your Northwest-On Belay Ty
    164 S Jackson Street
    Seattle,WA98104     		No Relationship PC General Support 7,500
    Doctors Without Borders
    333 7th Avenue 2nd Floor
    New York,NY10001     		No Relationship PC General Support 1,500
    Downtown Community Television Center
    87 Lafayette Street
    New York,NY10013     		No Relationship PC General Support 60,000
    DreamYard Project
    1085 Washington Ave Ground Floor
    Bronx,NY10456     		No Relationship PC General Support 75,000
    D-Rev
    695 Minnesota Street
    San Francisco,CA94107     		No Relationship PC General Support 75,000
    Drexel University
    3141 Chestnut Street
    Philadelphia,PA19104     		No Relationship PC General Support 85,000
    Dreyfoos School of the Arts
    501 S Sapodilla Avenue
    West Palm Beach,FL33401     		No Relationship PC General Support 60,000
    Duke University
    Box 90403
    Durham,NC27708     		No Relationship PC General Support 85,000
    Duke University
    Box 90403
    Durham,NC27708     		No Relationship PC General Support 100,000
    East Bay Alliance for a Sustainable Economy
    1814 Franklin Street Ste 325
    Oakland,CA94612     		No Relationship PC General Support 150,000
    Eastern Market Corporation
    2934 Russell
    Detroit,MI48230     		No Relationship PC General Support 200,000
    Eastside Arts Alliance
    PO Box 17008
    Oakland,CA94601     		No Relationship PC General Support 75,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Ste 203
    Miami,FL33132     		No Relationship PC General Support 81,000
    Educational Resources - The Miami Valley School
    5151 Denise Drive
    Dayton,OH45429     		No Relationship PC General Support 2,500
    Efforts of Grace Inc
    1712 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No Relationship PC General Support 200,000
    Ellington Fund
    3500 R Street NW
    Washington,DC20007     		No Relationship PC General Support 75,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW Suite 1210
    Washington,DC20036     		No Relationship PC General Support 505,000
    Energy Coordinating Agency of Philadelphia
    1924 Arch Street
    Philadelphia,PA19103     		No Relationship PC General Support 125,000
    Energy Programs Consortium
    1228 31st NW Suite 5
    Washington,DC20007     		No Relationship PC General Support 125,000
    Eno Center for Transportation
    1710 Rhode Island Ave NW Ste 500
    Washington,DC20036     		No Relationship PC General Support 90,000
    Enterprise Community Partners
    11000 Broken Land Parkway Ste 700
    Columbia,MD21044     		No Relationship PC General Support 225,000
    Enterprise Community Partners-New York
    One Whitehall St 11th Fl
    New York,NY10004     		No Relationship PC General Support 25,000
    Environmental and Energy Study Institute
    1112 16th St NW Suite 300
    Washington,DC20036     		No Relationship PC General Support 125,000
    Environmental Law and Policy Center of the Midwest
    35 East Wacker Drive Ste 1600
    Chicago,IL60601     		No Relationship PC General Support 100,000
    Episcopal Academy
    1785 Bishop White Drive
    Newtown Square,PA19073     		No Relationship PC General Support 20,000
    Equal Justice Society
    1999 Harrison Street Suite 800
    Oakland,CA94612     		No Relationship PC General Support 35,000
    Equine Partners Inc
    112 E Main Street
    Hopkinton,MA01748     		No Relationship PC General Support 2,000
    Everett Dance Theatre
    9 Duncan Avenue
    Providence,RI02906     		No Relationship PC General Support 35,000
    Everglades Foundation
    18001 Old Cutler Road 625
    Palmetto Bay,FL33157     		No Relationship PC General Support 10,000
    Fair Food
    1315 Walnut Street Ste 532
    Philadelphia,PA19107     		No Relationship PC General Support 75,000
    Families United for Racial and Economic Equality
    81 Willoughby Street 701
    BROOKLYN,NY11201     		No Relationship PC General Support 75,000
    Family Alternatives
    1089 SE 10th Ave
    Minneapolis,MN55414     		No Relationship PC General Support 140,000
    Family Values at Work A Multi-State Consortium
    207 E Buffalo St Suite 211
    Milwaukee,WI53202     		No Relationship PC General Support 150,000
    Farm Fresh Rhode Island
    1005 Main St Unit 1220
    Pawtucket,RI02860     		No Relationship PC General Support 75,000
    Fiji Theater Company
    47 Great Jones Street 6th Floor
    New York,NY10012     		No Relationship PC General Support 75,000
    Firelight Media
    324 Convent Avenue
    New York,NY10031     		No Relationship PC General Support 100,000
    First Peoples Fund
    PO Box 2977
    Rapid City,SD57709     		No Relationship PC General Support 200,000
    First Place for Youth
    426 17th Street Suite 100
    Oakland,CA10031     		No Relationship PC General Support 100,000
    First Star Inc
    901 K Street NW
    Washington,DC20001     		No Relationship PC General Support 82,000
    Flynn Center for the Performing Arts
    153 Main Street
    Burlington,VT05401     		No Relationship PC General Support 50,000
    Food Bank For New York City
    39 Broadway 10th Floor
    New York,NY10006     		No Relationship PC General Support 200
    Foundation Center
    79 Fifth Ave
    New York,NY10003     		No Relationship PC General Support 35,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816     		No Relationship PC General Support 150,000
    Foundation for National ProgressMother Jones
    222 Sutter Street 6th floor
    San Francisco,CA94108     		No Relationship PC General Support 100,000
    Fractured Atlas Productions Inc
    248 W 35th St 10th Floor
    New York,NY10001     		No Relationship PC General Support 75,000
    Franklin Land Trust Inc
    PO Box 450
    Shelburne Falls,MA01370     		No Relationship PC General Support 500
    Friends of Alta
    P O Box 8126
    ALTA,UT84092     		No Relationship PC General Support 2,500
    Friends of Happy Retreat
    PO Box 1427
    Charles Town,WV25414     		No Relationship PC General Support 4,000
    Friends of the Morrill Homestead
    PO Box 98
    Strafford,VT05072     		No Relationship PC General Support 2,500
    Full Circle Farm Growth and Healing Center
    164 Boyer Lane
    Summit Point,WV25446     		No Relationship PC General Support 2,000
    Funders' Network for Smart Growth and Livable Comm
    1500 San Remo Avenue Suite 249
    Coral Gables,FL33146     		No Relationship PC General Support 518,000
    Gary Sinise Charitable Foundation
    PO Box 50008
    Studio City,CA91614     		No Relationship PC General Support 750
    Georgetown University
    37th O Streets NW
    Washington,DC20057     		No Relationship PC General Support 150,000
    Girls for Gender Equity Inc
    30 3rd Avenue Ste 104
    BROOKLYN,NY11217     		No Relationship PC General Support 100
    Gladwyne Montessori School
    920 Youngsford Road
    Gladwyne,PA19035     		No Relationship PC General Support 6,000
    Global Action Project Inc
    130 West 25th St 2C
    NEW YORK,NY10001     		No Relationship PC General Support 60,000
    Global Philanthropy Partnership
    1916 N Mohawk Street 7
    Chicago,IL60614     		No Relationship PC General Support 450,000
    Good Jobs First
    1616 P Street NW Suite 210
    Washington,DC20036     		No Relationship PC General Support 350,000
    Good Work Network
    2028 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No Relationship PC General Support 85,000
    Grantmakers for Effective Organizations
    1725 DeSales St NW 404
    Washington,DC20036     		No Relationship PC General Support 25,000
    Grantmakers in the Arts
    4055 21st Ave W Ste 100
    Seattle,WA98199     		No Relationship PC General Support 10,000
    Grants Managers Network
    1666 K Street NW Suite 440
    Washington,DC20006     		No Relationship PC General Support 5,100
    Greater New Orleans Development Foundation
    365 Canal St Ste 2300
    New Orleans,LA70130     		No Relationship PC General Support 48,000
    Green For All
    1611 Telegraph Avenue Suite 600
    Oakland,CA94612     		No Relationship PC General Support 395,000
    Greenlining Institute
    1918 University Ave 2nd Floor
    Berkeley,CA94704     		No Relationship PC General Support 125,000
    Griot Theatre of the West Valley
    PO Box 2449
    Winnetka,CA91396     		No Relationship PC General Support 5,000
    Grist Magazine
    710 Second Ave Ste 860
    Seattle,WA98104     		No Relationship PC General Support 100,000
    Groundswell Community Mural Project
    540 President Street
    BROOKLYN,NY11215     		No Relationship PC General Support 50,000
    Guadalupe Cultural Arts Center
    723 Brazos Street
    San Antonio,TX78207     		No Relationship PC General Support 60,000
    Heart of Los Angeles Youth Inc
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057     		No Relationship PC General Support 75,000
    Hedgebrook Foundation
    POB 1231
    Freeland,WA98249     		No Relationship PC General Support 10,000
    Hester Street Collaborative
    113 Hester Street
    New York,NY10002     		No Relationship PC General Support 175,000
    Hill School
    860 Beech Street
    Pottstown,PA19464     		No Relationship PC General Support 5,000
    Hispanics In Philanthropy
    414 13th Street
    Oakland,CA94612     		No Relationship PC General Support 15,000
    Hobe Sound Community Chest
    PO Box 511
    Hobe Sound,FL33475     		No Relationship PC General Support 2,500
    Hopkinton Community Endowment
    77 Main St
    Hopkinton,MA01748     		No Relationship PC General Support 4,000
    Hopkinton Education Foundation
    PO Box 109
    Hopkinton,MA01748     		No Relationship PC General Support 5,000
    Hopkinton High School Athletics Boosters Club
    41 Blueberry Lane
    Hopkinton,MA01748     		No Relationship PC General Support 1,000
    Hopkinton Music Association
    PO Box 242
    Hopkinton,MA01748     		No Relationship PC General Support 1,500
    Hospice of the Panhandle
    122 Waverly Court
    Martinsburg,WV25403     		No Relationship PC General Support 5,000
    IDEOorg
    Pier 28 Annex The Embarcadero
    San Francisco,CA94105     		No Relationship PC General Support 75,000
    Ifetayo Cultural Arts Academy Inc
    629 East 35th Street 2
    Brooklyn,NY11203     		No Relationship PC General Support 100,000
    Independent Sector
    1602 L Street NW
    Washington,DC20036     		No Relationship PC General Support 50,000
    Initiative for a Competitive Inner City
    184 Dudley St Suite 400
    Roxbury,MA02119     		No Relationship PC General Support 10,000
    Inner City Advisors
    283 - 4th Street Suite 101
    Oakland,CA94607     		No Relationship PC General Support 205,000
    Innovative Services NW
    9414 NE Fourth Plain Road
    Vancouver,WA98662     		No Relationship PC General Support 100,000
    Insight Center for Community Economic Development
    1999 Harrison Street Ste 1800
    Oakland,CA94612     		No Relationship PC General Support 45,000
    Institute for Community Peace
    410 4th ST NE
    Washington,DC20002     		No Relationship PC General Support 65,000
    Institute for Sustainable Communities
    535 Stone Cutters Way
    Montpelier,VT05602     		No Relationship PC General Support 150,000
    Institute for Sustainable Economic Edu and Envir
    1625 Clay Street Suite 600
    Oakland,CA94612     		No Relationship PC General Support 40,000
    Interise
    197 Portland Street
    BOSTON,MA02114     		No Relationship PC General Support 125,000
    International Center of Photography
    1114 Avenue of the Americas
    New York,NY10036     		No Relationship PC General Support 75,000
    ioby
    540 President Street 3rd Floor
    BROOKLYN,NY11215     		No Relationship PC General Support 150
    ISAIAH
    2356 University Ave W
    ST PAUL,MN55114     		No Relationship PC General Support 75,000
    James and Grace Lee Boggs Ctr to Nurture Comm Lead
    3061 Field Street
    Detroit,MI48214     		No Relationship PC General Support 100
    Jazz at Lincoln Center
    3 Columbus Circle
    New York,NY10019     		No Relationship PC General Support 100,000
    Jefferson County Historical Society
    PO Box 485
    Charles Town,WV25414     		No Relationship PC General Support 2,000
    Jews for Racial and Economic Justice
    65 Broadway Suite 707
    New York,NY10006     		No Relationship PC General Support 25,000
    Jim Casey Youth Opporuntities Intiative Inc
    222 S Central Ave Ste 305
    Saint Louis,MO63105     		No Relationship PC General Support 25,000
    Jobs For The Future
    88 Broad St 8th Floor
    Boston,MA02110     		No Relationship PC General Support 125,000
    Jobs with Justice Education FundUnity
    1616 P Street NW Suite 150
    Washington,DC20036     		No Relationship PC General Support 175,000
    John E Andrus Memorial Inc
    185 Old Broadway
    HastingsonHudson,NY10706     		No Relationship PC General Support 800,000
    Johns Hopkins University
    600 North Wolfe Street
    Baltimore,MD21287     		No Relationship PC General Support 40,000
    Joy Outdoor Education Center Foundation
    PO Box 157
    Clarksville,OH45113     		No Relationship PC General Support 2,500
    Julia Dyckman Andrus Memorial
    1156 North Broadway
    Yonkers,NY10701     		No Relationship PC General Support 802,000
    Juma Ventures
    131 Steuart Street Ste 201
    San Francisco,CA94105     		No Relationship PC General Support 185,000
    Junebug Productions Inc
    900 Camp St
    New Orleans,LA70130     		No Relationship PC General Support 75,000
    Just Communities Central Coast
    1528 Chapala St Ste 308
    Santa Barbara,CA93101     		No Relationship PC General Support 74,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    Minneapolis,MN55411     		No Relationship PC General Support 175,000
    Kenyon Review
    102 W Wiggin St
    Gambier,OH43050     		No Relationship PC General Support 50,000
    Kidsave International
    100 Corporate Pointe
    Culver City,CA90230     		No Relationship PC General Support 71,000
    Kings Majestic Corporation
    651 Fulton St
    Brooklyn,NY11217     		No Relationship PC General Support 50,000
    Knotts Family Agency
    1505 W Highland Ave
    San Bernardino,CA92411     		No Relationship PC General Support 111,395
    Kounkuey Design Initiative
    108 West 2nd Street 809
    Los Angeles,CA90012     		No Relationship PC General Support 100,000
    Latino Economic Development Center
    1516 East Lake Street Ste 201
    Minneapolis,MN55407     		No Relationship PC General Support 100,000
    Legal Aid Justice Center -- Immigrant Advocacy Pro
    1000 Preston Ave Suite A
    Charlottesville,VA22903     		No Relationship PC General Support 80,000
    Living Cities
    1040 Avenue of the Americas
    New York,NY10018     		No Relationship PC General Support 670,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017     		No Relationship PC General Support 200,000
    Los Cenzontles Mexican Arts Center
    13108 San Pablo Avenue
    San Pablo,CA94805     		No Relationship PC General Support 50,000
    Lower Manhattan Cultural Council
    125 Maiden Lane
    New York,NY10038     		No Relationship PC General Support 100,000
    Make the Road New York
    301 Grove Street
    Brooklyn,NY11237     		No Relationship PC General Support 66,395
    MAPP International Productions Inc
    140 Second Avenue
    New York,NY10003     		No Relationship PC General Support 170,000
    Marlborough School
    250 South Rossmore Avenue
    Los Angeles,CA90004     		No Relationship PC General Support 10,000
    Marwen Foundation
    833 N Orleans Street
    Chicago,IL60610     		No Relationship PC General Support 120,000
    Massachusetts Audubon Society
    208 South Great Road
    Lincoln,MA01773     		No Relationship PC General Support 1,000
    Massachusetts College of Art and Design
    621 Huntington Avenue
    Boston,MA02115     		No Relationship PC General Support 75,000
    Massachusetts Institute of Technology
    77 Massachusetts Ave
    Cambridge,MA02139     		No Relationship PC General Support 99,595
    Massachusetts Museum of Contemporary Art Foundatio
    1040 MASS MoCA Way
    North Adams,MA01247     		No Relationship PC General Support 30,000
    Mattress Factory
    500 Sampsonia Way
    Pittsburgh,PA15212     		No Relationship PC General Support 35,000
    Mayor's Fund to Advance New York City
    253 Broadway 14th Floor
    New York,NY10007     		No Relationship PC General Support 25,000
    McColl Center for Art Innovation
    721 N Tryon Street
    Charlotte,NC28202     		No Relationship PC General Support 50,000
    Media Alliance-Voices of Our Nations Arts Foundati
    1904 Franklin Street 500
    Oakland,CA94612     		No Relationship PC General Support 35,000
    Meridian Institute
    105 Village Place
    Dillon,CO80435     		No Relationship PC General Support 125,000
    Metropolitan Economic Development Association
    250 Second Avenue South
    Minneapolis,MN55401     		No Relationship PC General Support 125,000
    Metropolitan Waterfront Alliance
    217 Water Street Ste 300
    New York,NY10038     		No Relationship PC General Support 75,000
    Michael Carter Lisnow Respite Center
    112 Main Street
    Hopkinton,MA01748     		No Relationship PC General Support 5,000
    Michigan Roundtable for Diversity and Inclusion
    3031 West Grand Boulevard
    Detroit,MI48202     		No Relationship PC General Support 157,000
    Michigan State University College of Veterinary M
    784 Wilson Road
    East Lansing,MI48824     		No Relationship PC General Support 3,000
    Mid-South Peace & Justice Center
    3573 Southern Ave
    Memphis,TN38111     		No Relationship PC General Support 124,650
    Milton Academy
    170 Center Street
    Milton,MA02186     		No Relationship PC General Support 10,000
    Minneapolis Institute of Arts
    2400 Third Avenue South
    Minneapolis,MN55404     		No Relationship PC General Support 10,000
    Mississippi State University
    PO Box 6156
    Mississippi State,MS39762     		No Relationship PC General Support 75,000
    Movement Strategy Center (Working World)
    436 14th St 5th floor
    Oakland,CA94612     		No Relationship PC General Support 15,000
    Ms Foundation for Women
    12 MetroTech Center 26th Floor
    Brooklyn,NY11201     		No Relationship PC General Support 2,500
    Museum of Contemporary African Diasporan Arts
    80 Hanson Place
    Brooklyn,NY11217     		No Relationship PC General Support 45,000
    National Association for Latino Community Asset Bu
    1313 Guadalupe Street Suite 203
    San Antonio,TX78207     		No Relationship PC General Support 200,000
    National Association of Latino Arts & Culture
    1208 Buena Vista
    San Antonio,TX78207     		No Relationship PC General Support 150,000
    National Audubon Society
    700 Broadway
    New York,NY10003     		No Relationship PC General Support 5,000
    National Committee for Responsive Philanthropy
    1331 H Street NW Suite 200
    Washington,DC20009     		No Relationship PC General Support 75,000
    National Community Reinvestment Coalition
    727 15th St NW
    Washington,DC20005     		No Relationship PC General Support 80,000
    National Council Of La Raza
    1126 16th Street NW
    Washington,DC20005     		No Relationship PC General Support 1,000
    National Domestic Workers Alliance
    395 Hudson Street 4th Floor
    New York,NY10014     		No Relationship PC General Support 360,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038     		No Relationship PC General Support 150,000
    National Multiple Sclerosis Society
    PO Box 845945
    Boston,MA02284     		No Relationship PC General Support 1,000
    National Parks Conservation Association
    450 N Park Road Suite 301
    Hollywood,FL33021     		No Relationship PC General Support 2,500
    National People's Action
    810 N Milwaukee Ave
    Chicago,IL60642     		No Relationship PC General Support 125,000
    National Skills Coalition
    1730 Rhode Island Avenue NW
    Washington,DC20036     		No Relationship PC General Support 100,000
    National Urban Fellows
    989 Avenue of the Americas
    New York,NY10018     		No Relationship PC General Support 500
    Native Americans in Philanthropy-Joint Affinity Gr
    2801 21st Ave S Suite 132D
    Minneapolis,MN55407     		No Relationship PC General Support 15,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No Relationship PC General Support 205,000
    Neighborhood Funders Group
    436 14th Street Suite 425
    Oakland,CA94612     		No Relationship PC General Support 12,500
    Neighborhood Story Project
    PO Box 19742
    New Orleans,LA70179     		No Relationship PC General Support 80,000
    New Jersey Performing Arts Center
    1 Center Street
    Center Street,NJ07102     		No Relationship PC General Support 75,000
    New Orleans Ballet Association
    935 Gravier Street
    New Orleans,LA70112     		No Relationship PC General Support 112,500
    New Transitions Inc
    698 Cheyenne Blvd
    Nashville,TN37115     		No Relationship PC General Support 80,000
    New Venture Fund-Climate Interactive
    1201 Connecticut Ave NW 300
    Washington,DC20036     		No Relationship PC General Support 45,580
    New World Foundation-Anchor Institutions Task Forc
    666 West End Ave Suite 1B
    New York,NY10025     		No Relationship PC General Support 75,000
    New York City Energy Efficiency Corporation
    1359 Broadway Ave 19th Fl
    New York,NY10018     		No Relationship PC General Support 150,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    New York,NY10004     		No Relationship PC General Support 100,000
    New York Women in Film and Television
    6 East 39th Street Suite 1200
    New York,NY10016     		No Relationship PC General Support 5,000
    New York Youth Symphony
    110 W 40th Street Suite 1503
    New York,NY10018     		No Relationship PC General Support 60,000
    NewCorp Inc
    2924 St Bernard Avenue
    New Orleans,LA70119     		No Relationship PC General Support 75,000
    Next City
    1500 JFK Blvd 1220
    Philadelphia,PA19102     		No Relationship PC General Support 315,000
    Nexus Community Partners
    2314 University Ave Suite 18
    St Paul,MN55114     		No Relationship PC General Support 100,000
    Nonprofit Finance Fund
    70 West 36th Street Floor 11
    New York,NY10018     		No Relationship PC General Support 500,000
    North Shore Animal League America
    16 Lewyt Street
    Port Washington,NY11050     		No Relationship PC General Support 412
    North Star Fund
    520 Eighth Avenue Suite 2203
    New York,NY10018     		No Relationship PC General Support 5,000
    Northwest Atlantic Marine Alliance
    PO Box 7066
    Gloucester,MA01930     		No Relationship PC General Support 75,000
    Norton Museum of Art
    1451 S Olive Avenue
    West Palm Beach,FL33401     		No Relationship PC General Support 2,000
    Oakland Baptist Church
    3408 King Street
    Alexandria,VA22302     		No Relationship PC General Support 5,000
    On The Move
    780 Lincoln Avenue
    Napa,CA94558     		No Relationship PC General Support 142,500
    One Day on Earth Foundation
    110 Greene Street Suite 502
    New York,NY10012     		No Relationship PC General Support 100,000
    One Economy Corporation
    1220 19th Street NW
    Washington,DC20036     		No Relationship PC General Support 58,000
    One Fund Boston Inc
    18 Tremont St Suite 330
    Boston,MA02108     		No Relationship PC General Support 3,000
    Opa-locka Community Development Corporation Inc
    490 Opa-locka Boulevard
    Opalocka,FL33054     		No Relationship PC General Support 150,000
    Open Space Institute-Corbin Hill Food Project
    1350 Broadway Suite 201
    New York,NY10018     		No Relationship PC General Support 65,000
    Opportunity Finance Network
    620 Chestnut Street Suite 572
    Philadelphia,PA19106     		No Relationship PC General Support 150,000
    Orion Society
    187 Main Street
    Great Barrington,MA01230     		No Relationship PC General Support 47,750
    Otis College of Art and Design
    9045 Lincoln Boulevard
    Los Angeles,CA90045     		No Relationship PC General Support 125,000
    Pacific Community Ventures Inc
    51 Federal Street Suite 100
    San Francisco,CA94107     		No Relationship PC General Support 100,000
    Pangea World Theater
    711 West Lake Street Suite 101
    Minneapolis,MN55408     		No Relationship PC General Support 75,000
    Paraprofessional Healthcare Institute Inc
    400 East Fordham Rd 11th Floor
    Bronx,NY10458     		No Relationship PC General Support 275,000
    Partnership for Southern Equity
    536 Martin Street
    Atlanta,GA30312     		No Relationship PC General Support 120,000
    Partnership for Working Families
    1825 K Street NW Suite 210
    Washington,DC20006     		No Relationship PC General Support 205,000
    Peabody Institute of the Johns Hopkins University
    One East Mount Vernon Place
    Baltimore,MD21202     		No Relationship PC General Support 30,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102     		No Relationship PC General Support 100,000
    People Animals Love
    731 8th street SE Suite 202
    Washington,DC20003     		No Relationship PC General Support 5,000
    People United for Sustainable Housing Inc
    271 Grant Street
    Buffalo,NY14213     		No Relationship PC General Support 150,000
    People's Emergency Center
    325 N 39th Street
    Philadelphia,PA19104     		No Relationship PC General Support 100,000
    Philadelphia Mural Arts Advocates
    1727-29 Mt Vernon Street
    Philadelphia,PA19130     		No Relationship PC General Support 110,000
    Philanthropy New York
    79 Fifth Avenue 4th Floor
    New York,NY10003     		No Relationship PC General Support 23,000
    PICO National Network
    171 Santa Rosa Avenue
    Oakland,CA94610     		No Relationship PC General Support 125,000
    Pittsburgh United
    841 California Avenue 3rd Floor
    Pittsburgh,PA15212     		No Relationship PC General Support 100,000
    Planned Parenthood of Minnesota NDSD
    671 Vandalia St
    Saint Paul,MN55114     		No Relationship PC General Support 5,000
    Planned Parenthood of Northern New England
    128 Lakeside Avenue Suite 301
    Burlington,VT05401     		No Relationship PC General Support 5,000
    PolicyLink
    1438 Webster St
    Oakland,CA94612     		No Relationship PC General Support 340,000
    Portland Sustainability Institute-EcoDistricts
    1223 SW Washington St
    Portland,OR97205     		No Relationship PC General Support 125,000
    Positive Futures Network (YES)
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110     		No Relationship PC General Support 75,000
    Possibility Project
    104 W 27th Street
    New York,NY10001     		No Relationship PC General Support 50,000
    Pratt Institute
    200 Willoughby Avenue
    Brooklyn,NY11205     		No Relationship PC General Support 150,000
    Pregones Touring Puerto Rican Theatre Collection
    571-575 Walton Avenue
    Bronx,NY10451     		No Relationship PC General Support 1,000
    President and Fellows of Harvard College
    1033 Massachusetts Ave Ste 3
    Cambridge,MA02138     		No Relationship PC General Support 165,000
    Progressive Technology Project
    PO Box 303190
    Austin,TX78703     		No Relationship PC General Support 25,000
    Public Advocates
    131 Steuart Street Suite 300
    San Francisco,CA94105     		No Relationship PC General Support 130,000
    Public Health Solutions
    40 Worth Street 5th Floor
    New York,NY10013     		No Relationship PC General Support 100,000
    Queens Museum of Art
    Flushing Meadows Corona Park
    QUEENS,NY11368     		No Relationship PC General Support 125,000
    Race Forward
    32 Broadway Suite 1801
    New York,NY10004     		No Relationship PC General Support 45,000
    Raw Art Works
    37 Central Square
    Lynn,MA01901     		No Relationship PC General Support 60,000
    Rector & Visitors of the University of Virginia
    PO Box 400807
    Charlottesville,VA22904     		No Relationship PC General Support 76,000
    Reel Works Teen Filmmaking
    540 President Street Suite 2F
    Brooklyn,NY11215     		No Relationship PC General Support 40,000
    Regents of the University of New Mexico
    University of New Mexico
    Albuquerque,NM87131     		No Relationship PC General Support 100,000
    Responsible Endowments Coalition
    33 Flatbush Avenue Fifth Floor
    Brooklyn,NY11217     		No Relationship PC General Support 650
    Restaurant Opportunities Center of New York (ROC-N
    275 Seventh Avenue Suite 1703
    New York,NY10001     		No Relationship PC General Support 80,000
    Restaurant Opportunities Centers United
    350 Seventh Ave Suite 1504
    New York,NY10001     		No Relationship PC General Support 200,000
    Rhode Island School of Design
    2 College Street
    Providence,RI02903     		No Relationship PC General Support 80,000
    Rising Tide Capital
    334 Martin Luther King Drive
    Jersey City,NJ07305     		No Relationship PC General Support 155,000
    River Network
    209 SW Oak St 300
    Portland,OR97204     		No Relationship PC General Support 45,000
    Roberts Enterprise Development Fund
    221 Main Street Suite 1550
    San Francisco,CA94105     		No Relationship PC General Support 150,000
    Rockefeller Philanthropy Advisors
    6 W 48th St 10th Floor
    New York,NY10036     		No Relationship PC General Support 35,000
    Rutgers University Foundation
    7 College Ave Winants Hall
    New Brunswick,NJ08901     		No Relationship PC General Support 200,000
    Ruth Ellis Center
    77 Victor Street
    Highland Park,MI48203     		No Relationship PC General Support 45,000
    Saint John's Health Center Foundation
    2121 Santa Monica Blvd
    Santa Monica,CA90404     		No Relationship PC General Support 10,000
    Saint Paul Foundation
    101 Fifth Street East Suite 2400
    Saint Paul,MN55101     		No Relationship PC General Support 100,000
    San Diego State University Research FDN
    5250 Campanile Drive
    San Diego,CA92182     		No Relationship PC General Support 65,000
    San Francisco Chamber of Commerce Foundation
    235 Montgomery Street
    San Francisco,CA94104     		No Relationship PC General Support 75,000
    San Francisco Jazz Organization
    201 Franklin Street
    San Francisco,CA94102     		No Relationship PC General Support 25,000
    San Francisco Symphony
    Davies Symphony Hall
    San Francisco,CA94102     		No Relationship PC General Support 50,000
    SCO Family of Services (Center for Family Life)
    1 Alexander Place
    Glen Cove,NY11542     		No Relationship PC General Support 100,000
    SEIU Education and Support Fund-Vital Healthcare C
    1800 Massachusetts Avenue Nw
    Washington,DC20036     		No Relationship PC General Support 125,000
    Self Help Graphics & Arts Inc
    1300 East 1st Street
    Los Angeles,CA90033     		No Relationship PC General Support 25,000
    Ski Gull Inc
    PO Box 612
    Nisswa,MN56468     		No Relationship PC General Support 1,000
    Skid Row Housing Trust
    1317 E 7th Street
    Los Angeles,CA90021     		No Relationship PC General Support 50,000
    Slideluck
    154 Morgan Avenue
    Brooklyn,NY11221     		No Relationship PC General Support 100
    Smart Growth America -Transportation for America
    1707 L Street NW
    Washington,DC20036     		No Relationship PC General Support 650,000
    Smithsonian Institution
    1000 Jefferson Drive SW
    Washington,DC20560     		No Relationship PC General Support 9,000
    Social Enterprise Alliance
    4737 County Road 101 311
    Minnetonka,MN55345     		No Relationship PC General Support 125,000
    Society of the Four Arts
    2 Four Arts Plaza
    Palm Beach,FL33480     		No Relationship PC General Support 2,000
    Southeast Energy Efficiency Alliance
    50 Hurt Plaza Suite 1250
    Atlanta,GA30303     		No Relationship PC General Support 100,000
    Springboard for the Arts
    308 Prince St Suite 270
    Saint Paul,MN55101     		No Relationship PC General Support 250,000
    St George Catholic Church Fontana
    17895 San Bernadino Ave
    Fontana,CA92335     		No Relationship PC General Support 2,250
    St Mary's RC Church
    1300 Northern Boulevard
    Manhasset,NY11030     		No Relationship PC General Support 28,000
    STREB Inc
    51 North 1st Street
    Brooklyn,NY11211     		No Relationship PC General Support 75,000
    Studio Museum in Harlem
    144 West 125th Street
    New York,NY10027     		No Relationship PC General Support 50,000
    Sundance Institute
    5900 Wilshire Boulevard
    Los Angeles,CA90036     		No Relationship PC General Support 75,000
    Sustainable Business Education Initiative Inc
    1617 JFK Blvd Suite 1855
    Philadelphia,PA19103     		No Relationship PC General Support 150,000
    Sustainable Energy Resource Group
    432 Ulman Rd
    Thetlord Center,VT05075     		No Relationship PC General Support 2,500
    Sustainable Jobs Development Corporation
    200 North Mangum Street
    Durham,NC27701     		No Relationship PC General Support 48,000
    Sustainable Markets Foundation-Move NY
    45 W 36th St 6th Floor
    New York,NY10018     		No Relationship PC General Support 75,000
    Syracuse University
    113 Bowne Hall
    Syracuse,NY13244     		No Relationship PC General Support 75,000
    Teach for America
    315 W 36th Street 7th Floor
    New York,NY10018     		No Relationship PC General Support 15,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No Relationship PC General Support 30,000
    Texans Together Education Fund
    4509 Edgemont Dr
    Austin,TX78731     		No Relationship PC General Support 1,000
    Texas Civic Engagement Table - Be One Texas
    503-A Walsh Street
    Austin,TX78703     		No Relationship PC General Support 1,000
    Texas Organizing Project Education Fund
    PO Box 120296
    San Antonio,TX78212     		No Relationship PC General Support 2,000
    The Attic Youth Center
    255 South 16th Street
    Philadelphia,PA19102     		No Relationship PC General Support 40,000
    The Century Foundation
    One Whitehall Street
    New York,NY10004     		No Relationship PC General Support 35,000
    The College of New Jersey Foundation
    PO Box 7718
    Ewing,NJ08628     		No Relationship PC General Support 225,000
    The Community School of Baltimore
    337 West 30th Street
    Baltimore,MD21211     		No Relationship PC General Support 750
    The Conservation Fund-Freshwater Institute
    1655 Fort Meyer Drive
    Arlington,VA22209     		No Relationship PC General Support 2,000
    The Loft Literary Center
    1011 Washington Avenue South
    Minneapolis,MN55415     		No Relationship PC General Support 150,000
    The Mockingbird Society
    2100 24th Ave S Suite 240
    Seattle,WA98144     		No Relationship PC General Support 100,000
    The New School
    66 West 12th Street
    New York,NY10011     		No Relationship PC General Support 50,000
    The Reinvestment Fund
    1700 Market Street
    Philadelphia,PA19103     		No Relationship PC General Support 248,000
    The Theater Offensive
    565 Boylston Street 3rd Floor
    Boston,MA02116     		No Relationship PC General Support 75,000
    The Trustees of the University of Pennsylvania
    3451 Walnut Street
    Philadelphia,PA19104     		No Relationship PC General Support 125,000
    The Wooden Floor
    1810 North Main Street
    Santa Ana,CA92706     		No Relationship PC General Support 100,000
    Thelonious Monk Institute of Jazz
    5225 Wisconsin Avenue NW
    Washington,DC20015     		No Relationship PC General Support 75,000
    Thich Nhat Hanh Foundation
    2499 Melru Lane
    Escondido,CA92026     		No Relationship PC General Support 100
    Tides CenterEmerging Practitioners in Philanthrop
    1014 Torney Avenue
    San Francisco,CA94129     		No Relationship PC General Support 232,500
    Tides Inc
    PO Box 29198
    San Francisco,CA94129     		No Relationship PC General Support 40,000
    Transportation Choices Coalition
    219 1st Ave S 420
    Seattle,WA98104     		No Relationship PC General Support 150,000
    Tri-County Humane Society
    21287 Boca Rio Road
    Boca Raton,FL33433     		No Relationship PC General Support 10,000
    Trinity Play Group
    2212 Spruce Street
    Philadelphia,PA19103     		No Relationship PC General Support 2,000
    Trust for Public Land
    101 Montgomery Street
    San Francisco,CA94104     		No Relationship PC General Support 200,000
    Trustees of Indiana University
    PO Box 1847
    Bloomington,IN47402     		No Relationship PC General Support 500,000
    Trustees of the University of Pennsylvania
    3620 Locust Walk
    Philadelphia,PA19104     		No Relationship PC General Support 11,000
    Tucson Meet Yourself Inc
    PO Box 42044
    Tucson,AZ85733     		No Relationship PC General Support 37,500
    Tulane University-Tulane City Center
    1555 Poydras Street
    New Orleans,LA70112     		No Relationship PC General Support 190,000
    Turn 2 Foundation
    215 Park Avenue South
    New York,NY10003     		No Relationship PC General Support 5,000
    UBW Inc
    138 South Oxford Street
    Brooklyn,NY11217     		No Relationship PC General Support 170,000
    Union of Minority Neighborhoods
    42 Seaverns Ave
    Boston,MA02130     		No Relationship PC General Support 150,000
    United Church of Strafford
    PO Box 124
    Strafford,VT05072     		No Relationship PC General Support 5,000
    United for a Fair Economy
    1 Milk Street 5th Floor
    Boston,MA02109     		No Relationship PC General Support 2,500
    United States Hispanic Leadership Institute
    431 S Dearborn Suite 1203
    Chicago,IL60605     		No Relationship PC General Support 1,000
    Univ of Southern Maine Margaret Chase Smith Polic
    P O Box 9300
    Portland,ME04104     		No Relationship PC General Support 125,000
    Universalist Society of Strafford
    PO Box 26
    South Strafford,VT05070     		No Relationship PC General Support 2,500
    University of Chicago
    5801 S Ellis Ave Suite 109
    Chicago,IL60637     		No Relationship PC General Support 125,000
    University of Connecticut Foundation Inc
    2390 Alumni Drive U3206
    Storrs,CT06269     		No Relationship PC General Support 150,000
    University of Detroit Mercy
    4001 W McNichols Rd
    Detroit,MI48221     		No Relationship PC General Support 90,000
    University of Maine System
    96 Falmouth Street Box 9300
    Portland,ME04104     		No Relationship PC General Support -2,686
    University of Maryland Foundation
    3300 Metzerott Road
    Adelphi,MD20783     		No Relationship PC General Support 150,000
    University of North Carolina at Greensboro
    PO Box 26170
    Greensboro,NC27402     		No Relationship PC General Support 1,000
    University of St Thomas
    2115 Summit Avenue
    St Paul,MN55105     		No Relationship PC General Support 51,000
    University of Texas Foundation
    Post Office Box 250
    Austin,TX78767     		No Relationship PC General Support 70,000
    University System of Maryland Foundation
    3300 Metzerott Road
    Adelphi,MD20783     		No Relationship PC General Support 55,882
    Urban Homesteading Assistance Board
    120 Wall Street 20th Floor
    New York,NY10005     		No Relationship PC General Support 45,000
    Urban Justice Center
    123 William Street
    New York,NY10038     		No Relationship PC General Support 22,500
    Urban Redevelopment Authority of Pittsburgh
    200 Ross Street
    Pittsburgh,PA15219     		No Relationship PC General Support 20,000
    Urban Word NYC
    242 W 27th Suite 3A
    New York,NY10001     		No Relationship PC General Support 115,000
    Verde
    6899 NE Columbia Blvd
    Portland,OR97218     		No Relationship PC General Support 125,000
    Vermont Community Loan Fund
    15 State Street PO Box 827
    Montpelier,VT05601     		No Relationship PC General Support 45,000
    Vermont Public Radio
    365 Troy Avenue
    Colchester,VT05446     		No Relationship PC General Support 5,000
    Walden Family Services Foundation Inc
    6150 Mission Gorge Road
    Mission Gorge Roa,CA92120     		No Relationship PC General Support 55,000
    Walker Art Center
    1750 Hennepin Avenue
    Minneapolis,MN55403     		No Relationship PC General Support 6,000
    Wellstone Action Fund
    2446 University Ave W
    St Paul,MN55114     		No Relationship PC General Support 200,000
    Wildlife Conservation Society
    2300 Southern Blvd
    BRONX,NY10460     		No Relationship PC General Support 250
    Winrock International
    2101 River Front Drive
    Little Rock,AR72202     		No Relationship PC General Support 150,000
    Women Make Movies
    115 West 29th Street 12th Floor
    New York,NY10001     		No Relationship PC General Support 5,000
    Woodland Park Zoological Society
    601 North 59th Street
    Seattle,WA98103     		No Relationship PC General Support 40,000
    Yerba Buena Center for the Arts
    701 Mission Street
    San Francisco,CA94103     		No Relationship PC General Support 75,000
    YMCA of Metropolitan Minneapolis
    30 S Ninth Street
    Minneapolis,MN55402     		No Relationship PC General Support 99,000
    Young Chicago Authors
    1180 N Milwaukee Avenue
    Chicago,IL60642     		No Relationship PC General Support 75,000
    Young Nation
    9232 Falcon Street
    Detroit,MI48209     		No Relationship PC General Support 40,000
    Youth Communication New York Center
    224 West 29th Street
    New York,NY10001     		No Relationship PC General Support 25,000
    Youth Speaks
    1663 Mission Street
    San Francisco,CA94103     		No Relationship PC General Support 250,000
    Zaccho Dance Theatre
    1777 Yosemite Ave 330
    San Francisco,CA94124     		No Relationship PC General Support 80,000
    ZERO-The End of Prostate Cancer
    515 King Street Suite 420
    Alexandria,VA22314     		No Relationship PC General Support 100
    Zion Episcopal Church
    301 East Congress St
    Charles Town,WV25414     		No Relationship PC General Support 3,000
    Total .................................bullet 3a 38,426,897
    bApproved for future payment
    A Home Within
    2255 Van Ness Ave STE 203
    San Francisco,CA94109     		No Relationship PC General Support 66,850
    Adoption & Foster Care Mentoring
    727 Atlantic Ave 3rd Floor
    Boston,MA02111     		No Relationship PC General Support 83,000
    Advocates for Human Rights
    330 Second Avenue South Suite 800
    Minneapolis,MN55401     		No Relationship PC General Support 203,600
    Alliance for a Just Society
    3518 S Edmunds St
    Seattle,WA98118     		No Relationship PC General Support 125,000
    Alliance for California Traditional Arts
    1245 Van Ness Ave
    Fresno,CA93721     		No Relationship PC General Support 200,000
    Alliance For Justice
    Eleven Dupont Circle NW
    Washington,DC20036     		No Relationship PC General Support 30,000
    Alonzo King's LINES Ballet
    26 Seventh Street
    San Francisco,CA94103     		No Relationship PC General Support 75,000
    Alternate ROOTS
    1083 Austin Avenue
    Atlanta,GA30307     		No Relationship PC General Support 100,000
    Asian American Writers' Workshop
    110-112 West 27th Street
    NEW YORK,NY10001     		No Relationship PC General Support 150,000
    Asian Arts Initiative
    1219 Vine Street
    Philadelphia,PA19107     		No Relationship PC General Support 75,000
    Aspiranet
    400 Oyster Point Blvd 501
    South San Francisco,CA94080     		No Relationship PC General Support 60,000
    AXIS Dance Company
    1428 Alice St 200
    Oakland,CA94612     		No Relationship PC General Support 100,000
    Beloved Community Center of Greensboro
    417 Arlington Street
    Greensboro,NC27462     		No Relationship PC General Support 120,000
    Board of Trustees of the Leland Stanford Junior Un
    635 KNIGHT WAY
    STANFORD,CA94305     		No Relationship PC General Support 240,000
    BoardSource
    750 9th Street NW Suite 650
    Washington,DC20001     		No Relationship PC General Support 25,000
    BOC Capital Corp
    85 South Oxford Street
    Brooklyn,NY11217     		No Relationship PC General Support 295,000
    Brookings Institution
    1775 Massachusetts Ave NW
    Washington,DC20036     		No Relationship PC General Support 400,000
    Business Alliance for Local Living Economies
    PO Box 4199
    Bellingham,WA98227     		No Relationship PC General Support 150,000
    Capitol Region Education Council Foundation
    111 CHARTER OAK AVE
    HARTFORD,CT06106     		No Relationship PC General Support 75,000
    Carnegie Museums of Pittsburgh
    117 Sandusky Street
    Pittsburgh,PA15212     		No Relationship PC General Support 60,000
    Center for American Progress
    1333 H STREET NW
    Washington,DC20005     		No Relationship PC General Support 45,000
    Center for Cultural Innovation
    244 S San Pedro St Ste 401
    Los Angeles,CA90012     		No Relationship PC General Support 300,000
    Center for Effective Philanthropy
    675 Massachusetts Ave 7th Fl
    Cambridge,MN02139     		No Relationship PC General Support 25,000
    Center for Labor and Community Research
    3411 W Diversey Avenue Ste 10
    Chicago,IL60647     		No Relationship PC General Support 125,000
    Center for Popular Democracy
    802 Kent Avenue
    Brooklyn,NY11205     		No Relationship PC General Support 125,000
    Center for Teen Empowerment
    392 Genesee Street
    Rochester,NY14611     		No Relationship PC General Support 75,000
    Center for Urban Pedagogy
    232 Third Street D201
    Brooklyn,NY11215     		No Relationship PC General Support 40,000
    Cincinnati USA Regional Chamber of Commerce Founda
    441 Vine St Suite 300
    Cincinnati,OH45202     		No Relationship PC General Support 125,000
    City College 21st Century Foundation Inc
    160 Convent Avenue
    NEW YORK,NY10031     		No Relationship PC General Support 110,000
    College for Creative Studies
    201 East Kirby
    Detroit,MI48202     		No Relationship PC General Support 300,000
    Common Counsel Foundation
    405 14th St 809
    Oakland,CA94612     		No Relationship PC General Support 49,000
    Commonwise Education Inc
    212 Battery St
    Burlington,VT05401     		No Relationship PC General Support 200,000
    Community Foundation for Southeast Michigan
    333 West Fort Street
    Detroit,MI48226     		No Relationship PC General Support 200,000
    Community Labor United
    6 Beacon Street Suite 910
    BOSTON,MA02108     		No Relationship PC General Support 100,000
    Community LIFT
    301 Washington Avenue
    Memphis,TN38103     		No Relationship PC General Support 200,000
    Corporation for Enterprise Development
    1200 G Street NW
    Washington,DC20005     		No Relationship PC General Support 100,000
    Cumberland Region Tomorrow
    511 Union Street Suite 1600
    NASHVILLE,TN37219     		No Relationship PC General Support 100,000
    Democracy at Work Institute
    1904 Franklin St Suite 400
    Oakland,CA94612     		No Relationship PC General Support 85,000
    Democracy Collaborative Foundation
    6930 Carroll Ave 5th Floor
    Takoma Park,MD20912     		No Relationship PC General Support 300,000
    Downtown Community Television Center
    87 Lafayette Street
    New York,NY10013     		No Relationship PC General Support 60,000
    Efforts of Grace Inc
    1712 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No Relationship PC General Support 200,000
    Energy Programs Consortium
    1228 31st NW Suite 5
    Washington,DC20007     		No Relationship PC General Support 125,000
    Enterprise Community Partners
    11000 Broken Land Parkway Ste 700
    Columbia,MD21044     		No Relationship PC General Support 320,000
    Family Values at Work A Multi-State Consortium
    207 E Buffalo St Suite 211
    Milwaukee,WI53202     		No Relationship PC General Support 150,000
    Firelight Media
    324 Convent Avenue
    New York,NY10031     		No Relationship PC General Support 200,000
    First Peoples Fund
    PO Box 2977
    Rapid City,SD57709     		No Relationship PC General Support 400,000
    First Place for Youth
    426 17th Street Suite 100
    Oakland,CA10031     		No Relationship PC General Support 100,000
    Flynn Center for the Performing Arts
    153 Main Street
    Burlington,VT05401     		No Relationship PC General Support 160,000
    Foundation Center
    79 Fifth Ave
    New York,NY10003     		No Relationship PC General Support 35,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816     		No Relationship PC General Support 275,000
    Foundation for National ProgressMother Jones
    222 Sutter Street 6th floor
    San Francisco,CA94108     		No Relationship PC General Support 150,000
    Funders' Network for Smart Growth and Livable Comm
    1500 San Remo Avenue Suite 249
    Coral Gables,FL33146     		No Relationship PC General Support 200,000
    Georgetown University
    37th O Streets NW
    Washington,DC20057     		No Relationship PC General Support 150,000
    Global Action Project Inc
    130 West 25th St 2C
    NEW YORK,NY10001     		No Relationship PC General Support 120,000
    Global Green USA
    2218 MAIN ST 2ND FLOOR
    SANTA MONICA,CA90405     		No Relationship PC General Support 45,000
    Global Philanthropy Partnership
    1916 N Mohawk Street 7
    Chicago,IL60614     		No Relationship PC General Support 800,000
    Good Jobs First
    1616 P Street NW Suite 210
    Washington,DC20036     		No Relationship PC General Support 400,000
    Green For All
    1611 Telegraph Avenue Suite 600
    Oakland,CA94612     		No Relationship PC General Support 350,000
    Grist Magazine
    710 Second Ave Ste 860
    Seattle,WA98104     		No Relationship PC General Support 100,000
    Groundswell Community Mural Project
    540 President Street
    BROOKLYN,NY11215     		No Relationship PC General Support 50,000
    Guadalupe Cultural Arts Center
    723 Brazos Street
    San Antonio,TX78207     		No Relationship PC General Support 120,000
    Heart of Los Angeles Youth Inc
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057     		No Relationship PC General Support 250,000
    Hester Street Collaborative
    113 Hester Street
    New York,NY10002     		No Relationship PC General Support 175,000
    Ifetayo Cultural Arts Academy Inc
    629 East 35th Street 2
    Brooklyn,NY11203     		No Relationship PC General Support 200,000
    Independent Sector
    1602 L Street NW
    Washington,DC20036     		No Relationship PC General Support 25,000
    Inner City Advisors
    283 - 4th Street Suite 101
    Oakland,CA94607     		No Relationship PC General Support 150,000
    Innovative Services NW
    9414 NE Fourth Plain Road
    Vancouver,WA98662     		No Relationship PC General Support 125,000
    Interise
    197 Portland Street
    BOSTON,MA02114     		No Relationship PC General Support 250,000
    Jazz at Lincoln Center
    3 Columbus Circle
    New York,NY10019     		No Relationship PC General Support 200,000
    Juma Ventures
    131 Steuart Street Ste 201
    San Francisco,CA94105     		No Relationship PC General Support 170,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    Minneapolis,MN55411     		No Relationship PC General Support 375,000
    Legal Aid Justice Center
    1000 Preston Ave Suite A
    Charlottesville,VA22903     		No Relationship PC General Support 20,000
    Living Cities
    1040 Avenue of the Americas
    New York,NY10018     		No Relationship PC General Support 1,330,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017     		No Relationship PC General Support 200,000
    Lower Manhattan Cultural Council
    125 Maiden Lane
    New York,NY10038     		No Relationship PC General Support 100,000
    Massachusetts Institute of Technology
    77 Massachusetts Ave
    Cambridge,MA02139     		No Relationship PC General Support 100,000
    Mattress Factory
    500 Sampsonia Way
    Pittsburgh,PA15212     		No Relationship PC General Support 35,000
    Metropolitan Economic Development Association
    250 Second Avenue South
    Minneapolis,MN55401     		No Relationship PC General Support 125,000
    Metropolitan Waterfront Alliance
    217 Water Street Ste 300
    New York,NY10038     		No Relationship PC General Support 75,000
    Mid-South Peace & Justice Center
    3573 Southern Ave
    Memphis,TN38111     		No Relationship PC General Support 114,750
    Mississippi State University
    PO Box 6156
    Mississippi State,MS39762     		No Relationship PC General Support 75,000
    National Association of Latino Arts & Culture
    1208 Buena Vista
    San Antonio,TX78207     		No Relationship PC General Support 300,000
    National Committee for Responsive Philanthropy
    1331 H Street NW Suite 200
    Washington,DC20009     		No Relationship PC General Support 75,000
    National Domestic Workers Alliance
    395 Hudson Street 4th Floor
    New York,NY10014     		No Relationship PC General Support 200,000
    National Skills Coalition
    1730 Rhode Island Avenue NW
    Washington,DC20036     		No Relationship PC General Support 100,000
    Neighborhood Story Project
    PO Box 19742
    New Orleans,LA70179     		No Relationship PC General Support 160,000
    New Jersey Performing Arts Center
    1 Center Street
    Center Street,NJ07102     		No Relationship PC General Support 150,000
    New Orleans Business Alliance
    935 Gravier St
    New Orleans,LA70112     		No Relationship PC General Support 100,000
    New Transitions Inc
    698 Cheyenne Blvd
    Nashville,TN37115     		No Relationship PC General Support 45,000
    New World Foundation-Anchor Institutions Task Forc
    666 West End Ave Suite 1B
    New York,NY10025     		No Relationship PC General Support 150,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    New York,NY10004     		No Relationship PC General Support 300,000
    NewCorp Inc
    2924 St Bernard Avenue
    New Orleans,LA70119     		No Relationship PC General Support 100,000
    Next City
    1500 JFK Blvd 1220
    Philadelphia,PA19102     		No Relationship PC General Support 200,000
    On The Move
    780 Lincoln Avenue
    Napa,CA94558     		No Relationship PC General Support 125,000
    Opa-locka Community Development Corp Inc
    490 Opa-locka Boulevard
    Opalocka,FL33054     		No Relationship PC General Support 300,000
    Opportunity Finance Network
    620 Chestnut Street Suite 572
    Philadelphia,PA19106     		No Relationship PC General Support 150,000
    Pangea World Theater
    711 West Lake Street Suite 101
    Minneapolis,MN55408     		No Relationship PC General Support 75,000
    Partnership for Working Families
    1825 K Street NW Suite 210
    Washington,DC20006     		No Relationship PC General Support 100,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102     		No Relationship PC General Support 200,000
    Pittsburgh United
    841 California Avenue 3rd Floor
    Pittsburgh,PA15212     		No Relationship PC General Support 150,000
    PolicyLink
    1438 Webster St
    Oakland,CA94612     		No Relationship PC General Support 310,000
    Portland Sustainability Institute-EcoDistricts
    1223 SW Washington St
    Portland,OR97205     		No Relationship PC General Support 450,000
    Pratt Institute
    200 Willoughby Avenue
    Brooklyn,NY11205     		No Relationship PC General Support 250,000
    President and Fellows of Harvard College
    1033 Massachusetts Ave Ste 3
    Cambridge,MA02138     		No Relationship PC General Support 150,000
    Public Health Solutions
    40 Worth Street 5th Floor
    New York,NY10013     		No Relationship PC General Support 100,000
    Queens Museum of Art
    Flushing Meadows Corona Park
    QUEENS,NY11368     		No Relationship PC General Support 100,000
    Raw Art Works
    37 Central Square
    Lynn,MA01901     		No Relationship PC General Support 120,000
    Rector & Visitors of the University of Virginia
    PO Box 400807
    Charlottesville,VA22904     		No Relationship PC General Support 37,000
    Regents of the University of New Mexico
    University of New Mexico
    Albuquerque,NM87131     		No Relationship PC General Support 100,000
    Rutgers University Foundation
    7 College Ave Winants Hall
    New Brunswick,NJ08901     		No Relationship PC General Support 150,000
    Saint Paul Foundation
    101 Fifth Street East Suite 2400
    Saint Paul,MN55101     		No Relationship PC General Support 125,000
    SCO Family of Services (Center for Family Life)
    1 Alexander Place
    Glen Cove,NY11542     		No Relationship PC General Support 100,000
    SEIU Education and Support Fund
    1800 Massachusetts Avenue Nw
    Washington,DC20036     		No Relationship PC General Support 125,000
    Smart Growth America
    1707 L Street NW
    Washington,DC20036     		No Relationship PC General Support 300,000
    Solar Richmond
    2730 Maine Avenue
    Richmond,CA94804     		No Relationship PC General Support 85,000
    Southeast Energy Efficiency Alliance
    50 Hurt Plaza Suite 1250
    Atlanta,GA30303     		No Relationship PC General Support 100,000
    Springboard for the Arts
    308 Prince St Suite 270
    Saint Paul,MN55101     		No Relationship PC General Support 500,000
    Sundance Institute
    5900 Wilshire Boulevard
    Los Angeles,CA90036     		No Relationship PC General Support 75,000
    Sustainable Business Education Initiative Inc
    1617 JFK Blvd Suite 1855
    Philadelphia,PA19103     		No Relationship PC General Support 150,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No Relationship PC General Support 30,000
    The College of New Jersey Foundation
    PO Box 7718
    Ewing,NJ08628     		No Relationship PC General Support 600,000
    The Loft Literary Center
    1011 Washington Avenue South
    Minneapolis,MN55415     		No Relationship PC General Support 150,000
    The Mockingbird Society
    2100 24th Ave S Suite 240
    Seattle,WA98144     		No Relationship PC General Support 61,000
    The Trustees of the University of Pennsylvania
    3451 Walnut Street
    Philadelphia,PA19104     		No Relationship PC General Support 125,000
    The Wooden Floor
    1810 North Main Street
    Santa Ana,CA92706     		No Relationship PC General Support 100,000
    Tides CenterEmerging Practitioners in Philanthrop
    1014 Torney Avenue
    San Francisco,CA94129     		No Relationship PC General Support 70,000
    TransForm
    436 14TH STREET SUITE 600
    OAKLAND,CA94612     		No Relationship PC General Support 45,000
    Transportation Choices Coalition
    219 1st Ave S 420
    Seattle,WA98104     		No Relationship PC General Support 150,000
    Trust for Public Land
    101 Montgomery Street
    San Francisco,CA94104     		No Relationship PC General Support 250,000
    Tucson Meet Yourself Inc
    PO Box 42044
    Tucson,AZ85733     		No Relationship PC General Support 37,500
    Tulane University-Tulane City Center
    1555 Poydras Street
    New Orleans,LA70112     		No Relationship PC General Support 190,000
    UBW Inc
    138 South Oxford Street
    Brooklyn,NY11217     		No Relationship PC General Support 235,000
    United Way of Greater Atlanta
    100 Edgewood Ave NE
    Atlanta,GA30303     		No Relationship PC General Support 2,000
    University of Chicago
    5801 S Ellis Ave Suite 109
    Chicago,IL60637     		No Relationship PC General Support 250,000
    University of Connecticut Foundation Inc
    2390 Alumni Drive U3206
    Storrs,CT06269     		No Relationship PC General Support 200,000
    University of Detroit Mercy
    4001 W McNichols Rd
    Detroit,MI48221     		No Relationship PC General Support 75,000
    University System of Maryland Foundation
    3300 Metzerott Road
    Adelphi,MD20783     		No Relationship PC General Support 40,000
    Urban Innovation21
    1901 Centre Ave
    Pittsburgh,PA15219     		No Relationship PC General Support 150,000
    Urban Word NYC
    242 W 27th Suite 3A
    New York,NY10001     		No Relationship PC General Support 150,000
    Walden Family Services Foundation Inc
    6150 Mission Gorge Road
    Mission Gorge Roa,CA92120     		No Relationship PC General Support 40,000
    Wellstone Action Fund
    2446 University Ave W
    St Paul,MN55114     		No Relationship PC General Support 200,000
    Winrock International
    2101 River Front Drive
    Little Rock,AR72202     		No Relationship PC General Support 225,000
    Yerba Buena Center for the Arts
    701 Mission Street
    San Francisco,CA94103     		No Relationship PC General Support 150,000
    Youth Speaks
    1663 Mission Street
    San Francisco,CA94103     		No Relationship PC General Support 500,000
    Zaccho Dance Theatre
    1777 Yosemite Ave 330
    San Francisco,CA94124     		No Relationship PC General Support 160,000
    Total .................................bullet 3b 24,334,700
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		    14 314,211  
    4 Dividends and interest from securities....     14 11,202,579  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 33,106,082  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INC. 525990 268,500 18 9,957,591  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 268,500 54,580,463  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1354,848,963
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the 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 its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    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, NY10005

    		$10,022,867


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 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 124,950     124,950

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

    TY 2013 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. 2009-01-01 139,742 95,870 SL 5 18,266      
    LEASEHOLD IMPRV. 2009-01-01 1,333,097 654,680 SL 11 120,673      
    COMPUTER EQUIP. 2009-01-01 269,002 114,478 SL 5 27,960      
    ART WORK 2009-01-01 84,401 72,632 SL 5 11,769      

    TY 2013 GeneralExplanationAttachment
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Identifier Return Reference Explanation
    PART IX-B, LINE 1: SUMMARY OF PROGRAM-RELATED INVESTMENTS: Loan to an IRC 501(c)(3) public charity to further Surdna's charitable initiative relating to "strong local economies." Under the terms of the agreement, the public charity will use proceeds of the loan solely to make Facility Loans to facility Borrowers under the Program that meet the facility Borrower Eligibility Requirements. The proceeds of the loan (including a loan from a commercial bank) will partially capitalize a $3.5 million loan facility which will make loans to minority and women-owned contractors and sub-contractors ("MWBEs") that have already been awarded a public or private contract from the NYC Department of Environment Protection of other city agencies engaged in Hurricane sandy recovery. The loan facility funded by Surdna is over a two-year commitment period. The maturity date of the loans will be three years following the start of the Commitment period. The interest rate of the loans by Surdna is fixed at 0.5%.
    PART IX-B, LINE 2: SUMMARY OF PROGRAM-RELATED INVESTMENTS: Loan to an IRC 501(c)(3) public charity to further Surdna's charitable initiative relating to "sustainable environments." The purpose of the loan is to promote growth of sustainable agriculture and rebuilding of regional food infrastructure. Under the terms of the agreement, the public charity will use proceeds of the loan solely to make loans to social enterprises which may be for-profit or nonprofit organizations) for the purpose of enabling them to do work (or conduct their work) in a manner that is socially beneficial and charitable within the meaning of Section 170(c)(2)(B) of the Internal Revenue Code (i.e., "Qualifying Loans") The Loan Agreement will further provide that the focus area of loans to social enterprises will be food and agriculture, including loans to projects supporting local food systems based on sustainable agriculture. The loan duration is 5 years from time of issuance and the interest rate by Surdna is fixed at 1%.

    TY 2013 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
    REORG/VOLTERRA SEMICONDUCTOR C 139,195 139,195
    AAON INC COM PAR $0.004 COM PA 121,980 121,980
    ABAXIS INC COM 48,741 48,741
    ADR ARM HLDS PLC SPONSORED ISI 393,588 393,588
    ADR ASML HLDG NV NY REG 2012 312,455 312,455
    ADR BAIDU INC SPONSORED ADR 887,348 887,348
    ADVENT SOFTWARE INC COM STK 63,512 63,512
    ALEXION PHARMACEUTICALS INC CO 367,188 367,188
    ALTISOURCE ASSET MGMT CORP COM 28,922 28,922
    ALTISOURCE PORTFOLIO COM USD1. 120,309 120,309
    AMAZON COM INC COM 795,711 795,711
    AMSURG CORP COM 59,241 59,241
    APPLIED INDL TECHNOLOGIES INC 86,241 86,241
    APTARGROUP INC COM 190,979 190,979
    ATHENAHEALTH INC COM MON STOCK 265,901 265,901
    B & G FOODS INC COMMON STOCK 49,035 49,035
    BADGER METER INC COM 63,180 63,180
    BALCHEM CORP COM 66,950 66,950
    BALLY TECHNOLOGIES INC COM STK 101,866 101,866
    BANK OF THE OZARKS INC COM 90,315 90,315
    BEACON ROOFING SUPPLY INC COM 51,336 51,336
    BIOGEN IDEC INC COM STK 536,027 536,027
    BIOMARIN PHARMACEUTICAL INC CO 247,285 247,285
    BK HAW CORP COM 52,821 52,821
    BOSTON BEER INC CL A CL A 78,232 78,232
    BRINKER INTL INC COM 121,625 121,625
    CARBO CERAMICS INC COM 146,414 146,414
    CERNER CORP COM 324,954 324,954
    CHART INDS INC COM PAR $0.01 C 41,370 41,370
    CHEESECAKE FACTORY INC COM 46,420 46,420
    CHES UTILS CORP COM 49,931 49,931
    CHIPOTLE MEXICAN GRILL INC COM 622,136 622,136
    CHURCH & DWIGHT INC COM 209,850 209,850
    CLARCOR INC COM 157,718 157,718
    COHERENT INC COM 6,617 6,617
    COMMUNITY BK SYS INC COM 57,920 57,920
    COMPASS MINERALS INTL INC COM 181,906 181,906
    COMPUTER MODELLING GROUP LTD C 94,368 94,368
    CUBIC CORP COM 8,902 8,902
    CULLEN / FROST BANKERS INC COM 47,652 47,652
    CVB FINL CORP COM 88,967 88,967
    CYBERONICS INC COM 24,984 24,984
    DESCARTES SYS GROUP INC 21,510 21,510
    DONALDSON INC COM 78,292 78,292
    ELECTRONICS FOR IMAGING INC CO 24,860 24,860
    EVOLUTION PETE CORP COM 7,665 7,665
    EXPONENT INC COM STK 155,631 155,631
    F N B CORP PA COM 62,177 62,177
    FACEBOOK INC CL A CL A 770,471 770,471
    FACTSET RESH SYS INC COM STK 72,168 72,168
    FAIR ISAAC CORPORATION COM 12,752 12,752
    FARO TECHNOLOGIES INC COM 2,456 2,456
    FEI CO COM 81,657 81,657
    FIRST FINL BANKSHARES INC COM 116,069 116,069
    FLOWERS FOODS INC COM 45,322 45,322
    FMC TECHNOLOGIES INC COM 378,634 378,634
    FORWARD AIR CORP COM 55,028 55,028
    FRANKLIN ELEC INC COM 28,231 28,231
    GENESEE & WYO INC CL A CL A 84,000 84,000
    GENTEX CORP COM 43,635 43,635
    GOOGLE INC CL A CL A 587,593 587,593
    GOOGLE INC CL C COM 437,213 437,213
    GORMAN RUPP CO COM 46,865 46,865
    GRACO INC COM 46,848 46,848
    GUANGDONG INVT LTD 104,003 104,003
    GULFPORT ENERGY CORP COM NEW C 94,200 94,200
    HAEMONETICS CORP MASS COM 105,840 105,840
    HAWKINS INC COM 16,713 16,713
    HEALTHCARE SVCS GROUP INC COM 94,944 94,944
    HENRY SCHEIN INC COMMON STOCK 118,670 118,670
    HIBBETT SPORTS INC COM STK 94,798 94,798
    HOME LOAN SERVICING SOLUTIONS 88,647 88,647
    ICON PLC COM 120,130 120,130
    IDEXX LABS INC 133,570 133,570
    INNOPHOS HLDGS INC COM STK 71,963 71,963
    INTERPUBLIC GROUP COMPANIES IN 410 410
    INTUITIVE SURGICAL INC COM NEW 277,965 277,965
    J & J SNACK FOODS CORP COM STK 80,002 80,002
    JACK HENRY & ASSOC INC COM 71,316 71,316
    KODIAK OIL & GAS CORP COM 39,285 39,285
    LANCASTER COLONY CORP COM 66,612 66,612
    LAS VEGAS SANDS CORP COM STK 411,588 411,588
    LIN MEDIA LLC CL A COM CL A CO 27,250 27,250
    LINCOLN ELEC HLDGS INC COM 41,928 41,928
    LINDSAY CORPORATION COM 50,682 50,682
    LINKEDIN CORP CL A 565,851 565,851
    LITTELFUSE INC COM 46,475 46,475
    MANHATTAN ASSOCS INC COM 117,062 117,062
    MARKETAXESS HLDINGS INC COM ST 8,109 8,109
    MATRIX SVC CO COM 27,872 27,872
    MEDIA GEN INC COM 22,583 22,583
    MERIDIAN BIOSCIENCE INC COM 43,344 43,344
    MISTRAS GROUP INC COM 52,718 52,718
    MONOTYPE IMAGING HLDGS INC COM 57,749 57,749
    MONSANTO CO NEW COM 533,264 533,264
    MWI VETERINARY SUPPLY INC COM 141,990 141,990
    NATIONAL OILWELL VARCO COM STK 399,398 399,398
    NATURAL GAS SVCS GROUP INC COM 52,896 52,896
    NETGEAR INC COM 71,279 71,279
    NETSCOUT SYS INC COM 4,434 4,434
    NEXSTAR BROADCASTING GROUP INC 95,479 95,479
    NIKE INC CL B 449,790 449,790
    NORDSON CORP COM 120,285 120,285
    NORTH WEST CO INC COM 18,406 18,406
    NORTHWESTERN CORP COM NEW COM 31,314 31,314
    OCEANEERING INTL INC COM 191,419 191,419
    PACWEST BANCORP DEL COM 79,865 79,865
    PAPA JOHNS INTL INC COM 67,824 67,824
    PAREXEL INTL CORP COM 79,260 79,260
    PASON SYS INC COM STK 124,036 124,036
    POLARIS INDS INC COM 156,288 156,288
    POOL CORP COM STK 118,776 118,776
    POWER INTEGRATIONS INC COM 94,941 94,941
    PRIMORIS SVCS CORP COM 69,216 69,216
    RAVEN INDS INC COM STK 66,280 66,280
    RBC BEARINGS INC COM 19,215 19,215
    REGENERON PHARMACEUTICALS INC 505,621 505,621
    RLI CORP COM 80,115 80,115
    ROGERS CORP COM 43,128 43,128
    ROLLINS INC COM 113,250 113,250
    SAFETY INS GROUP INC COM 87,346 87,346
    SALESFORCE COM INC COM STK 771,012 771,012
    SALLY BEAUTY HLDGS INC COM STK 76,494 76,494
    SAPIENT CORP COM 72,313 72,313
    SCHLUMBERGER LTD COM COM 557,314 557,314
    SCHWAB CHARLES CORP COM NEW 356,823 356,823
    SENSIENT TECHNOLOGIES CORP COM 125,370 125,370
    SIRONA DENTAL SYS INC COM STK 98,952 98,952
    SOLERA HLDGS INC COM 130,943 130,943
    SOUTH JERSEY INDS INC COM 51,349 51,349
    SOUTHWESTERN ENERGY CO COM 445,802 445,802
    SPLUNK INC COMSTK COM USD0.001 358,262 358,262
    STARBUCKS CORP COM 249,551 249,551
    STEPAN CO COM 58,146 58,146
    SYNERGY RES CORP COM 55,650 55,650
    TEAM INC COM STK 24,612 24,612
    TENNANT CO COM 53,424 53,424
    TESARO INC COM 86,144 86,144
    TEXAS ROADHOUSE INC COMMON STO 48,100 48,100
    THE PRICELINE GROUP INC 547,365 547,365
    THERMON GROUP HLDGS INC 19,740 19,740
    TORO CO COM 76,320 76,320
    TRACTOR SUPPLY CO COM 93,620 93,620
    TWENTY-FIRST CENTY FOX INC 300,488 300,488
    TYLER TECHNOLOGIES INC COM STK 77,529 77,529
    UNIFIRST CORP MASS COM 47,700 47,700
    UNITED STATIONERS INC COM 80,867 80,867
    VALMONT INDS INC COM 75,975 75,975
    VIEWPOINT FINL GROUP INC MD CO 92,570 92,570
    VIRTUSA CORP COM 53,700 53,700
    VISA INC COM CL A STK 969,266 969,266
    WABTEC CORP COM 247,770 247,770
    WATSCO INC COM 10,276 10,276
    WEST PHARMACEUTICAL SVCS INC C 126,540 126,540
    WESTAMERICA BANCORPORATION COM 62,736 62,736
    WHOLE FOODS MKT INC COM 293,588 293,588
    WOLVERINE WORLD WIDE INC COM 41,696 41,696
    ZEBRA TECHNOLOGIES CORP CL A 166,698 166,698

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    US Government Securities - End of Year Book Value:

    2,760,791
    US Government Securities - End of Year Fair Market Value:

    2,760,791
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 InvestmentsLandSchedule2
    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

    TY 2013 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
    PROGRAM-RELATED INVESTMENTS FMV 770,400 770,400
    ROCKEFELLER ESCROW CASH FMV 2,405 2,405
    4D GLOBAL ENERGY INVESTMENTS P FMV 1,686,419 1,686,419
    ABRY ADVANCE SECURITIES FUND I FMV 10,834 10,834
    ABRY PARTNERS VII LP FMV 2,822,838 2,822,838
    ABRY SENIOR EQUITY III FMV 2,433,298 2,433,298
    ABRY SENIOR EQUITY IV FMV 951,237 951,237
    ADAGE CAPITAL PARTNERS, LP FMV 51,812,279 51,812,279
    APOLLO EUROPEAN PRINCIPAL FINA FMV 1,781,564 1,781,564
    ARCLIGHT ENERGY PARTNERS FUND FMV 2,646,703 2,646,703
    ARSENAL CAPITAL PARTNERS III L FMV 1,625,888 1,625,888
    ARTIMAN VENTURES SPECIAL OPPOR FMV 1,297,542 1,297,542
    ASIA ALTERNATIVES CAPITAL PTRS FMV 2,200,441 2,200,441
    ASIA ALTERNATIVES CAPITAL PTRS FMV 21,537 21,537
    ASIA ALTERNATIVES DELAWARE III FMV 70,297 70,297
    BAIN CAPITAL ASIA FUND, LP FMV 2,507,597 2,507,597
    BAIN CAPITAL EUROPE FUND III FMV 4,299,845 4,299,845
    BAIN CAPITAL FUND IX, LP FMV 9,729,730 9,729,730
    BAIN CAPITAL FUND X LP FMV 13,496,481 13,496,481
    BAIN CAPITAL IX COINVESTMENT FMV 2,124,056 2,124,056
    BAUPOST VALUE PARTNERS IV, LP FMV 34,761,414 34,761,414
    BERKSHIRE MULTIFAMILY VALUE FU FMV 5,560,382 5,560,382
    BLUE WATER ENERGY FUND 1-A FMV 466,794 466,794
    BPG INVESTMENT PARTNERSHIP VII FMV 2,545,924 2,545,924
    BROOKSIDE CAYMAN, LTD FMV 7,508,727 7,508,727
    CF ABSOLUTE RETURN CAYMAN LTD FMV 9,349,775 9,349,775
    CF BENNETT OFFSHORE RESTRUCTUR FMV 10,277,192 10,277,192
    CF COATUE OFFSHORE LTD CL A D FMV 14,104,402 14,104,402
    CF CONTRARIAN C1A CL A SER 1 F FMV 11,318,543 11,318,543
    CF ESG CROSS BORDER EQUITY OFF FMV 13,308,003 13,308,003
    CF HHR ATLAS LTD CL C SER 1 FD FMV 16,201,242 16,201,242
    CF HIGHLINE CAPITAL INTERNATIO FMV 17,152,890 17,152,890
    CF MASON CAPITAL LTD - F INITI FMV 18,002,584 18,002,584
    CF SILCHESTER INTL VALUE EQTY FMV 22,414,834 22,414,834
    CF SIRIOS OVERSEAS CLASS A UNR FMV 4,934,840 4,934,840
    CF SIRIOS OVERSEAS FD A/1E FMV 10,936,901 10,936,901
    CF TACONIC OFFSHORE 1.5 LTD CL FMV 9,645,086 9,645,086
    CF TACONIC OFFSHORE 1.5 LTD CL FMV 1,678 1,678
    CF VIKING GLOBAL EQ III LTD CL FMV 17,084,562 17,084,562
    CF WELLINGTON SPINDRIFT CL S S FMV 387,623 387,623
    CF WELLINGTON SPINDRIFT CL S S FMV 32,574 32,574
    CF WELLINGTON SPINDRIFT CL S S FMV 234,901 234,901
    CF WELLINGTON SPINDRIFT CL S S FMV 78,693 78,693
    CF WELLINGTON SPINDRIFT CL S S FMV 392,603 392,603
    CF WELLINGTON SPINDRIFT CL S S FMV 238,116 238,116
    CHARLESBANK EQUITY FUND VII FMV 2,950,325 2,950,325
    COMMONFD CAPITAL INTL PARTNERS FMV 3,178,508 3,178,508
    COMMONFUND CAP PRIVATE EQUITY FMV 2,801,615 2,801,615
    COMMONFUND CAP PRIVATE EQUITY FMV 5,142,431 5,142,431
    COMMONFUND CAPITAL INTL PARTNE FMV 1,133,315 1,133,315
    COMMONFUND CAPITAL NATURAL RES FMV 8,879,587 8,879,587
    COMMONFUND CAPITAL VENTRUE PTR FMV 3,804,723 3,804,723
    COMMONFUND CAPITAL VENTURE PTR FMV 1,321,734 1,321,734
    CONVEXITY CAPITAL OFFSHORE FMV 21,009,043 21,009,043
    DAVIDSON KEMPNER INST PTRS FMV 18,567,003 18,567,003
    DOVER STREET VII CAYMAN FUND, FMV 4,134,268 4,134,268
    ENCAP ENERGY CAPITAL FUND VI-B FMV 680,483 680,483
    ENCAP ENERGY CAPITAL FUND VII- FMV 1,562,886 1,562,886
    ENCAP FLATROCK MIDSTREAM FUND FMV 1,463,175 1,463,175
    ENDOWMENT PRIVATE EQUITY PARTN FMV 1,322,830 1,322,830
    ENDOWMENT VENTURE PARTNERS V, FMV 2,542,601 2,542,601
    ENERVEST ENERGY INSTITUTIONAL FMV 5,483,286 5,483,286
    ENERVEST ENERGY INSTITUTIONAL FMV 1,836,247 1,836,247
    ENERVEST ENERGY INSTITUTIONAL FMV 3,045,784 3,045,784
    EUROPA FUND III FMV 3,214,600 3,214,600
    FARALLON CAPITAL INSTITUTIONAL FMV 3,238,101 3,238,101
    FORTRESS INVESTMENT FUND V FMV 2,288,229 2,288,229
    FORTRESS INVESTMENT FUND V B, FMV 5,486,955 5,486,955
    FRONTIER SMALL CAP GROWTH FUND FMV 9,538,379 9,538,379
    GENERAL CATALYST GROUP VI FMV 2,770,999 2,770,999
    GENERAL CATALYST GROUP VII FMV 339,689 339,689
    GENERAL MOTTORS COPR COUNT NOT FMV 74,300 74,300
    GREENFIELD ACQUISITION PARTNER FMV 3,194,456 3,194,456
    HIGHFIELDS CAPITAL IV, LP FMV 20,069,300 20,069,300
    HIGHLAND CAPITAL PARTNERS 9 LP FMV 571,753 571,753
    HIGHLAND CAPITAL PARTNERS VIII FMV 2,462,977 2,462,977
    HSH CAYMAN PARTNERS LP FMV 271 271
    INDUS ASIA PACIFIC FUND LTD FMV 5,385,718 5,385,718
    TESARO INC FMV 86,144 86,144
    INTERWEST PARTNERS X, LP FMV 2,771,737 2,771,737
    JAFCO TECHNOLOGY PARTNERS V LP FMV 1,019,925 1,019,925
    JC FLOWERS II, LP FMV 1,514,447 1,514,447
    KAYNE ANDERSON ENERGY FUND V FMV 6,631,341 6,631,341
    KAYNE ANDERSON ENERGY FUND VI FMV 821,702 821,702
    LONE STAR FUND IV (US), LP FMV 884,333 884,333
    LONE STAR FUND V (US), LP FMV 4,412,358 4,412,358
    LONE STAR FUND VI (US), LP FMV 4,258,001 4,258,001
    LONE STAR FUND VII (US) LP FMV 1,149,963 1,149,963
    LONE STAR FUND VIII (US), LP FMV 3,504,251 3,504,251
    LONE STAR REAL ESTATE FUND (US FMV 960,059 960,059
    MADISON DEARBORN CAPITAL PARTN FMV 576,261 576,261
    MADISON DEARBORN CAPITAL PTRS FMV 3,819,343 3,819,343
    MADISON INTERNATIONAL RE LIQUI FMV 4,344,568 4,344,568
    MADISON INTERNATIONAL RE LIQUI FMV 1,199,176 1,199,176
    MADISON INTERNATIONAL REAL EST FMV 1,852,412 1,852,412
    MORGENTHALER VENTURE PARTNERS FMV 8,438,191 8,438,191
    NCD PARTNERS V, LP FMV 3,372,930 3,372,930
    NORTH BRIDGE GROWTH EQUITY II FMV 741,823 741,823
    NORTHGATE PRIVATE EQUITY FMV 15,712,444 15,712,444
    NORTHGATE VENTURE PARTNERS III FMV 10,330,484 10,330,484
    OZ OVERSEAS FUND, LTD FMV 866,941 866,941
    PARK STREET CAPITAL NATURAL RE FMV 5,033,047 5,033,047
    PATRON CAPITAL LP III FMV 1,828,378 1,828,378
    PATRON CAPITAL LP IV FMV 1,976,342 1,976,342
    PERRY PARTNERS INTERNATIONAL, FMV 18,945 18,945
    PHOENIX ASIA REAL ESTATE INVES FMV 2,733,916 2,733,916
    PROSPECT HARBOR CREDIT PARTNER FMV 298,468 298,468
    RIVERSIDE CAPITAL APPRECIATION FMV 2,947,371 2,947,371
    RMS OPPORTUNITY FUND I LP FMV 13,196,316 13,196,316
    SANKATY CREDIT OPPORTUNITIES FMV 1,411,663 1,411,663
    SANKATY CREDIT OPPORTUNITIES I FMV 3,388,113 3,388,113
    SHORENSTEIN REALTY INVESTORS N FMV 3,021,932 3,021,932
    SIGMA PRIME PARTNERS IX FMV 552,269 552,269
    SOMERSET GLOBAL EMERGING MARKE FMV 14,322,731 14,322,731
    SOUTHERN CROSS LATIN AMERICA P FMV 2,588,299 2,588,299
    SUMMIT PARTNERS GROWTH EQUITY FMV 1,553,021 1,553,021
    SUMMIT PARTNERS VENTURE CAPITA FMV 629,640 629,640
    TIFF PARTNERS III, LLC FMV 1,489,342 1,489,342
    TPG ENDOWMENT FUND V, L.P. FMV 3,986,372 3,986,372
    TPG ENDOWMENT FUND VI, LP FMV 4,600,982 4,600,982
    VENROCK ASSOCIATES VI FMV 2,607,729 2,607,729
    WESTBROOK RE FUND IX FMV 789,206 789,206
    WESTWOOD WGI EMERGINBG MARKETS FMV 15,354,674 15,354,674
    CF GRYPHON INTL EAFE GROWTH FD FMV 17,259,361 17,259,361
    MFB NTGI-QM COMMON DIVERSIFIED FMV 11,358,340 11,358,340
    MFO DFA EMERGING MARKETS VALUE FMV 23,546,526 23,546,526
    MFO E I I RLTY SECS TR GLOBAL FMV 15,630,604 15,630,604
    MFO GMO EMERGING MARKETS FD- I FMV 6,780,993 6,780,993
    MFO GMO QUAL FD III FMV 10,488,439 10,488,439
    MFO GMO TR GLOBAL EQUITIES ALL FMV 83,768,848 83,768,848
    MFO HARDING LOEVNER FDS INC IN FMV 18,710,470 18,710,470
    MFO MORGAN STANLEY INSTL FD IN FMV 15,300,930 15,300,930
    MFO PIMCO FDS PAC INVT MGMT SE FMV 59,624,069 59,624,069
    MFO PRUDENTIAL JENNISON NATURA FMV 40,343,871 40,343,871
    NTGI-QM COMMON DAILY S&P 500 E FMV 11,969,656 11,969,656

    TY 2013 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. 139,742 114,136 25,606  
    LEASEHOLD IMPRV. 1,333,097 775,353 557,744  
    COMPUTER EQUIP. 269,002 142,438 126,564  
    ART WORK 84,401 84,401    


    TY 2013 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 90,964 21,964   69,000


    TY 2013 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 293,691 15,398 15,398
    COLLATERAL RECEIVED UNDER      
    SECURITY LENDING AGREEMENT 11,795,875 10,279,610 10,279,610
    PREPAID EXCISE TAX 815,000 740,000 740,000


    TY 2013 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 10,336     10,336
    CONFERENCE/REGISTRATION 74,878     74,878
    INSURANCE 39,286     39,286
    INTERNET/SOFTWARE 94,922     94,922
    MEMBERSHIPS 111,395     111,395
    MISCELLANEOUS 86,864     86,864
    OFFICE SUPPLIES 126,551     126,551
    PARTNERSHIP EXP   10,964,533    
    PER DIEM SALARIES 105,101     105,101
    POSTAGE 19,112     19,112
    TELEPHONE 107,197     107,197
    ANNUAL REPORT 15,088     15,088
    NEW ORLEANS INITIATIVE 2,087     2,087


    TY 2013 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 10,226,091 3,365,877  
    LESS INCOME TAXED AS UNRELATED BUSINESS      
    INCOME (IRC 4940(c)(2))   -268,500  


    TY 2013 OtherIncreasesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description Amount
    NET UNREALIZED GAIN ON INVESTMENTS 31,304,942
    NET UNREALIZED GAIN FROM PARTNERSHIPS 63,866,472


    TY 2013 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 11,795,875 10,279,610


    TY 2013 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 840,759     840,759
    EXECUTIVE SEARCH FEES 97,521     97,521
    INVESTMENT MANAGEMENT 2,721,596 2,721,596    


    TY 2013 TaxesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON NET INVEST. INC. 1,575,000     0
    FOREIGN TAXES PAID   329,774