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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
SURDNA FOUNDATION INC
ATT MARC DE VENOGE
% MATTHEW WALEGIR CONTROLLER
Number and street (or P.O. box number if mail is not delivered to street address)330 MADISON AVENUE 30TH FLOOR   Room/suite
City or town, state 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$1,009,456,314J 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).............. 14,485,517
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 7,217 7,217  
4 Dividends and interest from securities...... 7,074,340 17,442,090  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 24,368,246
b Gross sales price for all assets on line 6a 163,708,936
7 Capital gain net income (from Part IV, line 2)... 55,482,618
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 116,508,177 8,672,849  
12 Total. Add lines 1 through 11........ 162,443,497 81,604,774  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,085,223 126,481   1,874,422
14 Other employee salaries and wages...... 1,292,095     1,292,095
15 Pension plans, employee benefits....... 1,267,750 28,123   1,220,878
16a Legal fees (attach schedule)......... Click to see attachment 67,265 10,952 0 56,313
b Accounting fees (attach schedule)....... Click to see attachment 95,135 21,013 0 74,122
c Other professional fees (attach schedule).... Click to see attachment 4,216,781 3,040,600   1,176,181
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,686,102 291,489   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 190,769    
20 Occupancy.............. 987,503     987,503
21 Travel, conferences, and meetings....... 569,198     569,198
22 Printing and publications.......... 24,954     24,954
23 Other expenses (attach schedule)....... Click to see attachment 722,738 9,192,467   722,738
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,205,513 12,711,125 0 7,998,404
25 Contributions, gifts, grants paid........ 34,242,585 35,581,985
26 Total expenses and disbursements. Add lines 24 and 25 47,448,098 12,711,125 0 43,580,389
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 114,995,399
b Net investment income (if negative, enter -0-) 68,893,649
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 40,953,951 28,241,912 28,241,912
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........... 0 141,650 141,650
10a Investments—U.S. and state government obligations (attach schedule) 2,760,791    
b Investments—corporate stock (attach schedule)........ 24,481,268 Click to see attachment25,528,563 25,528,563
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 956,336,542 Click to see attachment953,933,926 953,933,926
14 Land, buildings, and equipment: basis bullet1,962,379
Less: accumulated depreciation (attach schedule) bullet1,307,096 709,914 Click to see attachment655,283 655,283
15 Other assets (describe bullet) Click to see attachment11,805,408 Click to see attachment954,980 Click to see attachment954,980
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,037,047,874 1,009,456,314 1,009,456,314
Liabilities 17 Accounts payable and accrued expenses.......... 779,963 1,965,509
18 Grants payable.................. 24,334,700 22,995,300
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 attachment10,279,610  
23 Total liabilities (add lines 17 through 22).......... 35,394,273 24,960,809
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 1,001,653,601 984,495,505
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 instructions)...... 1,001,653,601 984,495,505
31 Total liabilities and net assets/fund balances (see instructions).. 1,037,047,874 1,009,456,314
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 1,001,653,601
2 Enter amount from Part I, line 27a..................... 2 114,995,399
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,116,649,000
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 132,153,495
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 984,495,505
Form 990-PF (2014)
Form 990-PF (2014)
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 126,461,356   108,226,318 18,235,038
b 37,247,580     37,247,580
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       18,235,038
b       37,247,580
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 55,482,618
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 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))
2013 47,409,793 946,120,213 0.05011
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
2 Total of line 1, column (d) ...................... 2 0.264124
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 0.052825
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 999,233,846
5 Multiply line 4 by line 3....................... 5 52,784,528
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 688,936
7 Add lines 5 and 6......................... 7 53,473,464
8 Enter qualifying distributions from Part XII, line 4.............. 8 43,921,076
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 (2014)
Form 990-PF (2014)
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 1,377,873
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 1,377,873
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 1,377,873
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,927,109
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 1,927,109
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 10 549,236
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet549,236 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletMATTHEW WALEGIR CONTROLLER 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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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     		553,564 103,268 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MARC DE VENOGE CFO AND ASSISTANT TREASURER
    40.0     		421,602 93,743 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHARON ALPERT VP PROGRAMS
    40.0     		253,593 67,271 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    LETICIA PEGUERO EXECUTIVE DIRECTOR
    40.0     		196,262 39,288 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHAWN ESCOFFERY PRGM DIR.- STRONG LOCAL ECON.
    40.0     		181,224 37,428 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JUDILIEE REED PROGRAM DIR. THRIVING CULTURES
    40.0     		181,614 47,040 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    GEORGE SOULE COMMUNICATIONS DIRECTOR
    40.0     		154,500 57,476 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    HELEN CHIN PRGM DIR -SUSTAINABLE ENVIRON.
    40.0     		142,864 53,593 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 DIR. GRANTS MGMT/MIS
    40.0     		193,380 53,091 0
    330 MADISON AVENUE
    NEW YORK,NY100175001
    KATRINA MITCHELL PROGRAM OFFICER
    40.0     		100,625 48,393 0
    330 MADISON AVENUE
    NEW YORK,NY100175001
    JOSE GARCIA PROGRAM OFFICER
    40.0     		98,870 48,163 0
    330 MADISON AVENUE
    NEW YORK,NY100175001
    ALISON CORWIN PROGRAM OFFICER
    40.0     		91,190 26,061 0
    330 MADISON AVENUE
    NEW YORK,NY100175001
    JESSICA GARZ PROGRAM OFFICER
    40.0     		90,000 25,918 0
    330 MADISON AVENUE
    NEW YORK,NY100175001
    Total number of other employees paid over $50,000...................bullet 7
    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 1,808,633
    100 SUMMER STREET
    BOSTON,MA02110
    THE NORTHERN TRUST COMPANY CUSTODIAL BANK 309,178
    50 S LASALLE STREET
    CHICAGO,IL60675
    PARAMETIC INVEST. CONSULTING 125,030
    3600 MINNESOTA DRIVE SUITE 325
    MINNEAPOLIS,MN55435
    BWB SOLUTIONS CONSULTING 124,266
    250 WEST MAIN STREET
    BRANFORD,CT06405
    SANDS CAPITAL MANAGEMENT INVEST. CONSULTING 120,250
    1101 WILSON BOULEVARD SUITE 2300
    ARLINGTON,VA22209
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 "SUSTAINABLE ENVIRONMENTS." (SEE GENERAL EXPLANATION ATTACH. FOR CONTIN.) 204,549
    2 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)  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet204,549
    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
    270,297,071
    b
    Average of monthly cash balances.......................
    1b
    77,256,878
    c
    Fair market value of all other assets (see instructions)................
    1c
    666,896,656
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,014,450,605
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,014,450,605
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,216,759
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    999,233,846
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,961,692
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    49,961,692
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,377,873
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,377,873
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,583,819
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    48,583,819
    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
    48,583,819
    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
    43,580,389
    b
    Program-related investments—total from Part IX-B..................
    1b
    204,549
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    136,138
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    43,921,076
    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
    43,921,076
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 48,583,819
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 2011, 2010 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 3,050,907
    b From 2010....... 5,255,185
    c From 2011....... 4,564,051
    d From 2012....... 1,019,579
    e From 2013....... 1,376,116
    fTotal of lines 3a through e......... 15,265,838
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 43,921,076
    a Applied to 2013, 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 2014 distributable amount..... 43,921,076
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 4,662,743 4,662,743
    (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 10,603,095
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		10,603,095
    10 Analysis of line 9:
    a Excess from 2010.... 3,643,349
    b Excess from 2011.... 4,564,051
    c Excess from 2012.... 1,019,579
    d Excess from 2013.... 1,376,116
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 FOUNDATIONS WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. HTTP://WWW.SURDNA.ORG/GRANTS/HOW-TO-APPLY.HTML
    cAny submission deadlines:
    THERE ARE NO DEADLINES FOR LETTERS OF INQUIRY-LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH THE FOUN
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES, COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, STRONG LOCAL ECONOMIES AND THRIVING CULTURES. SURDNA SEEKS TO DISMANTLE THE STRUCTURAL BARRIERS THAT LIMIT OPPORTUNITY FOR MANY, HELPING TO CREATE COMMUNITIES THAT ARE PROSPEROUS, CULTURALLY ENRICHING, AND SUSTAINABLE. SEE SURDNA FOUNDATIONS WEBSITE FOR FURTHER DETAIL. HTTP://WWW.SURDNA.ORG/WHAT-WE-FUND/FUNDING-OVERVIEW.HTML
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    A Home Within
    2255 Van Ness Ave STE 203
    San Francisco,CA94109     		No Relationship PC General Support 91,850
    ACCE Institute
    3655 S Grand Ave Ste 250
    Los Angeles,CA95112     		No Relationship PC General Support 100,000
    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 101,800
    African Leadership Foundation
    PO Box 26730
    San Francisco,CA94126     		No Relationship PC General Support 1,000
    Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No Relationship PC General Support 150,000
    Alliance for a Just Society
    3518 S Edmunds St
    Seattle,WA98118     		No Relationship PC General Support 100,000
    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 130,000
    American Civil Liberities Union Fdn of N Cali
    39 Drumm Street
    San Francisco,CA94111     		No Relationship PC General Support 5,000
    American Council for an Energy-Efficient Economy
    529 14th Street NW Suite 600
    Washington,DC20045     		No Relationship PC General Support 100,000
    American Foundation for Suicide Prevention
    120 Wall Street29th Floor
    New York,NY10005     		No Relationship PC General Support 100
    American Sustainable Business Council
    1401 New York Ave NW Suite 122
    Washington,DC20005     		No Relationship PC General Support 200,000
    Amrita Performing Arts
    10824 Olson Drive C123
    Rancho Cordova,CA95670     		No Relationship PC General Support 2,000
    Animal Welfare Society of Jefferson
    PO Box 147
    Charles Town,WV25414     		No Relationship PC General Support 4,000
    Arizona State University Foundation
    PO Box 2260
    Tempe,AZ85280     		No Relationship PC General Support 57,000
    Artspace
    50 Orange St
    New Haven,CT06510     		No Relationship PC General Support 82,000
    AS220
    115 Empire Street
    Providence,RI02903     		No Relationship PC General Support 75,000
    Asian Americans For Equality
    2 Allen Street 7th Floor
    NEW YORK,NY10002     		No Relationship PC General Support 250,000
    Asian Arts Initiative
    1219 Vine Street
    Philadelphia,PA19107     		No Relationship PC General Support 75,000
    Aspen Institute
    One Dupont Circle NW 700
    Washington,DC20036     		No Relationship PC General Support 75,000
    Aspiranet
    400 Oyster Point Blvd 501
    South San Francisco,CA94080     		No Relationship PC General Support 85,000
    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 250,000
    Barrett Memorial Hall
    PO Box 154
    South Strafford,VT05070     		No Relationship PC General Support 2,500
    Belmont Hill School
    350 Prospect Street
    Belmont,MA02478     		No Relationship PC General Support 2,000
    Beloved Community Center of Greensboro
    417 Arlington Street
    Greensboro,NC27406     		No Relationship PC General Support 75,000
    Bend Science Station
    1027 NW Trenton Avenue
    Bend,OR97701     		No Relationship PC General Support 10,000
    Bend the Arc
    330 Seventh Avenue 19th Floor
    NEW YORK,NY10001     		No Relationship PC General Support 75,000
    Bend's Community Center
    1036 NE 5th Street
    Bend,OR97701     		No Relationship PC General Support 10,000
    Beth Chayim Chadashim
    6090 W Pico Blvd
    Los Angeles,CA90035     		No Relationship PC General Support 12,500
    Blue Green Alliance Foundation
    1300 Godward Street NE 2625
    Minneapolis,MN55413     		No Relationship PC General Support 100,000
    Blue Sky Bridge
    PO Box 19122
    Boulder,CO80308     		No Relationship PC General Support 750
    Board of Trustees of the Leland Stanford Junior
    635 KNIGHT WAY
    STANFORD,CA94305     		No Relationship PC General Support 80,000
    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 170,000
    Boston Arts Academy Foundation
    174 Ipswich Street
    Boston,MA02215     		No Relationship PC General Support 40,000
    Boston College
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		No Relationship PC General Support 3,000
    Breast Cancer Fund
    1388 Sutter Street Suite 400
    San Francisco,CA94109     		No Relationship PC General Support 12,500
    Brightline Defense Project
    1028A Howard Street
    San Francisco,CA94103     		No Relationship PC General Support 45,000
    Brookings Institution
    1775 Massachusetts Ave NW
    Washington,DC20036     		No Relationship PC General Support 400,000
    Brooklyn Arts Exchange Inc
    421 Fifth Ave
    Brooklyn,NY11215     		No Relationship PC General Support 82,000
    BuildingCommunity Workshop
    416 S Ervay Street
    Dallas,TX75201     		No Relationship PC General Support 100,000
    Burlington Children's Space
    241 N Winooski Avenue
    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 Partnership for Safe Communities
    469 9th Street Suite 210
    Oakland,CA94607     		No Relationship PC General Support 100,000
    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 100,000
    Casa Valentina Inc
    2990 SW 35th Avenue Ste 2
    Miami,FL33133     		No Relationship PC General Support 50,000
    Center for American Progress
    1333 H STREET NW
    Washington,DC20005     		No Relationship PC General Support 45,000
    Center for Earth Energy and Democracy
    216 Cecil Street SE
    Minneapolis,MN55414     		No Relationship PC General Support 40,000
    Center for Effective Philanthropy
    675 Massachusetts Ave 7th Fl
    Cambridge,MN02139     		No Relationship PC General Support 25,000
    Center for Neighborhood Technology
    2125 West North Avenue
    Chicago,IL60647     		No Relationship PC General Support 175,000
    Center for Popular Democracy
    802 Kent Avenue
    Brooklyn,NY11205     		No Relationship PC General Support 363,000
    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
    Central Oregon Community College Foundation
    2600 NW College Way
    BEND,OR97701     		No Relationship PC General Support 2,000
    Ceres Inc
    99 Chauncy St 6th Floor
    BOSTON,MA02111     		No Relationship PC General Support 150,000
    Chewonki Foundation Inc
    485 Chewonki Neck Road
    Wiscasset,ME04578     		No Relationship PC General Support 7,500
    Chicago United
    300 E Randolph Street
    Chicago,IL60601     		No Relationship PC General Support 75,000
    Children's Institute
    2121 West Temple St
    Los Angeles,CA90026     		No Relationship PC General Support 2,500
    Cincinnati USA Regional Chamber of Commerce Found
    441 Vine St Suite 300
    Cincinnati,OH45202     		No Relationship PC General Support 125,000
    Cities at Peace Inc
    104 W 27th Street 12th Floor
    NEW YORK,NY10001     		No Relationship PC General Support 40,000
    Citizen Engagement Lab Education Fund
    2150 Allston Way Suite 360
    Berkeley,CA94704     		No Relationship PC General Support 48,000
    City College 21st Century Foundation Inc
    160 Convent Avenue
    NEW YORK,NY10031     		No Relationship PC General Support 110,000
    City of New Orleans
    1300 Perdido Street Suite 8E08
    New Orleans,LA70112     		No Relationship PC General Support 100,000
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No Relationship PC General Support 100,000
    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
    Common Counsel Foundation
    405 14th St 809
    Oakland,CA94612     		No Relationship PC General Support 49,000
    Common Market Philadelphia Inc
    428 E Erie Ave
    Philadelphia,PA19134     		No Relationship PC General Support 150,000
    Community Arts Stabilization Trust
    70 Otis Street 1st Floor
    San Francisco,CA94103     		No Relationship PC General Support 150,000
    Community Capital Works
    111 S Independence Mall East Suit
    Philadelphia,PA19106     		No Relationship PC General Support 50,000
    Community Catalyst
    One Federal Street 5th Floor
    Boston,MA02110     		No Relationship PC General Support 45,000
    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 1,250
    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 100,000
    Corbin Hill Food Project
    119 West 120th Street
    New York,NY10027     		No Relationship PC General Support 75,000
    Coro New York Leadership Center
    42 Broadway 18th Floor
    NEW YORK,NY10004     		No Relationship PC General Support 115,000
    Corporation for Enterprise Development
    1200 G Street NW
    Washington,DC20005     		No Relationship PC General Support 100,000
    Culver Educational Foundation
    1300 Academy Road 153
    Culver,IN46511     		No Relationship PC General Support 4,000
    Cumberland Region Tomorrow
    511 Union Street Suite 1600
    NASHVILLE,TN37219     		No Relationship PC General Support 100,000
    CUNY Graduate Center Foundation
    365 Fifth Avenue
    New York,NY10016     		No Relationship PC General Support 10,000
    Cystic Fibrosis Foundation
    220 North Main Ste Suite 104
    NATICK,MA01760     		No Relationship PC General Support 1,000
    Danspace Projects
    131 East 10th Street
    NEW YORK,NY10003     		No Relationship PC General Support 500
    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 150,000
    Demos A Network for Ideas & Actions
    220 Fifth Avenue 2nd Floor
    New York,NY10001     		No Relationship PC General Support 200,000
    Deschutes United Way
    PO Box 5969
    Bend,OR97708     		No Relationship PC General Support 3,000
    Detroit Economic Growth Association
    500 Griswold Suite 2200
    Detroit,MI48226     		No Relationship PC General Support 45,000
    Discover Your Northwest-On Belay Ty
    164 S Jackson Street
    Seattle,WA98104     		No Relationship PC General Support 5,000
    Downtown Community Television Center
    87 Lafayette Street
    New York,NY10013     		No Relationship PC General Support 60,000
    D-Rev
    695 Minnesota Street
    San Francisco,CA94107     		No Relationship PC General Support 75,000
    Dudley Street Neighborhood Initiative
    504 Dudley Street
    Roxbury,MA02119     		No Relationship PC General Support 75,000
    Duke University
    Box 90403
    Durham,NC27708     		No Relationship PC General Support 70,000
    East Bay Alliance for a Sustainable Economy
    1814 Franklin Street Ste 325
    Oakland,CA94612     		No Relationship PC General Support 105,000
    Eastern Market Corporation
    2934 Russell
    Detroit,MI48230     		No Relationship PC General Support 175,000
    EcoDistricts
    1223 SW Washington St Suite 200
    Portland,OR97205     		No Relationship PC General Support 200,000
    Economic Community Development Institute
    1655 Old Leonard Avenue
    Columbus,OH43219     		No Relationship PC General Support 100,000
    Economic Policy Institute
    1333 H Street NW Suite 300
    Washington,DC20005     		No Relationship PC General Support 110,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Ste 203
    Miami,FL33132     		No Relationship PC General Support 100,000
    Educational Resources - The Miami Valley School
    5151 Denise Drive
    Dayton,OH45429     		No Relationship PC General Support 5,000
    Efforts of Grace Inc
    1712 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No Relationship PC General Support 100,000
    Ella Baker Center for Human Rights
    1970 Broadway Suite 450
    Oakland,CA94612     		No Relationship PC General Support 50,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW Suite 1210
    Washington,DC20036     		No Relationship PC General Support 375,000
    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 75,000
    Enterprise Center Capital Corporation
    4548 Market Street
    Philadelphia,PA19139     		No Relationship PC General Support 100,000
    Enterprise Community Partners
    11000 Broken Land Parkway Ste 700
    Columbia,MD21044     		No Relationship PC General Support 160,000
    Environmental and Energy Study Institute
    1112 16th St NW Suite 300
    Washington,DC20036     		No Relationship PC General Support 125,000
    Environmental Film Festival in the Nation's Capita
    1228 1/2 31st St NW
    Washington,DC20009     		No Relationship PC General Support 5,000
    Episcopal Academy
    1785 Bishop White Drive
    Newtown Square,PA19073     		No Relationship PC General Support 12,000
    Equine Encore Performance at Charles Town
    835 E Washington Street Suite 105
    Washington,DC25443     		No Relationship PC General Support 2,000
    Equine Partners Inc
    112 E Main Street
    Hopkinton,MA01748     		No Relationship PC General Support 2,000
    exalt youth
    175 Remsen Street Suite 1000
    Brooklyn,NY11201     		No Relationship PC General Support 50,000
    Facing History and Ourselves
    16 Hurd Road
    Brookline,MA02146     		No Relationship PC General Support 20,000
    Fair Food
    1315 Walnut Street Ste 532
    Philadelphia,PA19107     		No Relationship PC General Support 100,000
    Family Alternatives
    1089 SE 10th Ave
    Minneapolis,MN55414     		No Relationship PC General Support 50,000
    Family Values at Work A Multi-State Consortium
    207 E Buffalo St Suite 211
    Milwaukee,WI53202     		No Relationship PC General Support 150,000
    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 25,000
    Flynn Center for the Performing Arts
    153 Main Street
    Burlington,VT05401     		No Relationship PC General Support 80,000
    Forum for Youth Investment
    7064 Eastern Avenue NW
    Washington,DC20012     		No Relationship PC General Support 25,000
    Foundation Center
    79 Fifth Ave
    New York,NY10003     		No Relationship PC General Support 80,000
    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
    Four Bands Community Fund
    Box 932
    Eagle Butte,SD57625     		No Relationship PC General Support 100,000
    Franklin and Eleanor Roosevelt Institute
    570 Lexington Ave 5th Floor
    New York,NY10022     		No Relationship PC General Support 125,000
    Friends of Happy Retreat
    PO Box 1427
    Charles Town,WV25414     		No Relationship PC General Support 4,000
    Fund Good Jobs
    2323 Broadway
    Oakland,CA94612     		No Relationship PC General Support 100,000
    Funders' Network for Smart Growth and Livable Comm
    1500 San Remo Avenue Suite 249
    Coral Gables,FL33146     		No Relationship PC General Support 405,000
    Gary Sinise Charitable Foundation
    PO Box 50008
    Studio City,CA91614     		No Relationship PC General Support 57,000
    Georgetown University
    37th O Streets NW
    Washington,DC20057     		No Relationship PC General Support 150,000
    Gladwyne Montessori School
    920 Youngsford Road
    Gladwyne,PA19035     		No Relationship PC General Support 5,000
    Global Action Project Inc
    130 West 25th St 2C
    NEW YORK,NY10001     		No Relationship PC General Support 60,000
    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 350,000
    Good Jobs First
    1616 P Street NW Suite 210
    Washington,DC20036     		No Relationship PC General Support 245,000
    Good Work Network
    2028 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No Relationship PC General Support 165,000
    Grand Teton National Park Foundation
    PO Box 249
    Moose,WY83012     		No Relationship PC General Support 5,000
    Grand Valley State University
    GVSU-BIK-200 201 Front Avenue SW
    Grand Rapids,MI49504     		No Relationship PC General Support 10,000
    Grantmakers for Effective Organizations
    1725 DeSales St NW 404
    Washington,DC20036     		No Relationship PC General Support 75,000
    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 50,000
    Greater Baltimore Cultural Alliance
    1800 N Charles Street Suite 810
    Baltimore,MD21201     		No Relationship PC General Support 50,000
    Greater New Orleans Development Foundation
    365 Canal St Ste 2300
    New Orleans,LA70130     		No Relationship PC General Support 200,000
    Green For All
    1611 Telegraph Avenue Suite 600
    Oakland,CA94612     		No Relationship PC General Support 200,000
    Greenlining Institute
    1918 University Ave 2nd Floor
    Berkeley,CA94704     		No Relationship PC General Support 150,000
    Griot Theatre of the West Valley
    PO Box 2449
    Winnetka,CA91396     		No Relationship PC General Support 10,000
    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
    Groundwork USA
    22 Main Street
    Yonkers,NY10701     		No Relationship PC General Support 45,000
    Guadalupe Cultural Arts Center
    723 Brazos Street
    San Antonio,TX78207     		No Relationship PC General Support 60,000
    Guy Harvey Ocean Fund
    10408 West State Rd 84 Suite 104
    Davie,FL33324     		No Relationship PC General Support 7,000
    Heart of Los Angeles Youth Inc
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057     		No Relationship PC General Support 125,000
    Hedgebrook Foundation
    POB 1231
    Freeland,WA98249     		No Relationship PC General Support 15,000
    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 7,500
    Hobe Sound Community Chest
    PO Box 511
    Hobe Sound,FL33475     		No Relationship PC General Support 5,000
    Hopkinton Country Club Charitable Foundation
    PO Box 624
    Hopkinton,MA01748     		No Relationship PC General Support 3,000
    Hopkinton Education Foundation
    PO Box 109
    Hopkinton,MA01748     		No Relationship PC General Support 3,000
    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 1,000
    Hospice of the Panhandle
    122 Waverly Court
    Martinsburg,WV25403     		No Relationship PC General Support 4,000
    Ifetayo Cultural Arts Academy Inc
    629 East 35th Street 2
    Brooklyn,NY11203     		No Relationship PC General Support 100,000
    ImpactAssets Inc
    7315 Wisconsin Avenue Suite 1000W
    Bethesda,MD20814     		No Relationship PC General Support 20,000
    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
    Innovation Network for Communities
    PO Box 248
    Beaver Island,MI49782     		No Relationship PC General Support 48,000
    Innovative Services NW
    9414 NE Fourth Plain Road
    Vancouver,WA98662     		No Relationship PC General Support 75,000
    Institute for Community Peace
    410 4th ST NE
    Washington,DC20002     		No Relationship PC General Support 25,000
    Institute for Local Self-Reliance
    2001 S Street NW Suite 570
    Washington,DC20009     		No Relationship PC General Support 45,000
    Institute for Sustainable Economic Edu and Envir
    1625 Clay Street Suite 600
    Oakland,CA94612     		No Relationship PC General Support 200,000
    Institute of Contemporary Art
    100 Northern Avenue
    Boston,MA02210     		No Relationship PC General Support 80,000
    Institute of Women and Ethnic Studies
    935 Gravier St Ste 1140
    New Orleans,LA70112     		No Relationship PC General Support 25,000
    International Development Exchange
    333 Valencia Street 250
    San Francisco,CA94103     		No Relationship PC General Support 100,000
    ISAIAH
    2356 University Ave W
    ST PAUL,MN55114     		No Relationship PC General Support 125,000
    Japanese American Cultural and Community Center
    244 S San Pedro Street
    Los Angeles,CA90012     		No Relationship PC General Support 30,000
    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
    Jilkaat Kwaan Heritage Center
    PO Box 976
    Haines,AK99827     		No Relationship PC General Support 57,000
    Jobs For The Future
    88 Broad St 8th Floor
    Boston,MA02110     		No Relationship PC General Support 100,000
    Jobs with Justice Education FundUnity
    1616 P Street NW Suite 150
    Washington,DC20036     		No Relationship PC General Support 75,000
    John E Andrus Memorial Inc
    185 Old Broadway
    HastingsonHudson,NY10706     		No Relationship PC General Support 1,200,000
    Johns Hopkins University
    600 North Wolfe Street
    Baltimore,MD21287     		No Relationship PC General Support 130,000
    Joy Outdoor Education Center Foundation
    PO Box 157
    Clarksville,OH45113     		No Relationship PC General Support 5,000
    Julia Dyckman Andrus Memorial
    1156 North Broadway
    Yonkers,NY10701     		No Relationship PC General Support 1,201,000
    Juma Ventures
    131 Steuart Street Ste 201
    San Francisco,CA94105     		No Relationship PC General Support 218,000
    Junebug Productions Inc
    900 Camp St
    New Orleans,LA70130     		No Relationship PC General Support 57,000
    Just Communities Central Coast
    1528 Chapala St Ste 308
    Santa Barbara,CA93101     		No Relationship PC General Support 40,000
    Justice Resource Institute
    160 Gould St Suite 300
    Needham,MA02494     		No Relationship PC General Support 2,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    Minneapolis,MN55411     		No Relationship PC General Support 200,000
    Khmer Arts Academy
    375 Redondo Avenue Suite 156
    Long Beach,CA90814     		No Relationship PC General Support 35,000
    Kidsave International
    100 Corporate Pointe
    Culver City,CA90230     		No Relationship PC General Support 25,000
    Kounkuey Design Initiative
    108 West 2nd Street 809
    Los Angeles,CA90012     		No Relationship PC General Support 165,000
    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 670,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017     		No Relationship PC General Support 240,000
    Los Angeles Poverty Department
    PO Box 26190
    Los Angeles,CA90026     		No Relationship PC General Support 57,000
    Los Cenzontles Mexican Arts Center
    13108 San Pablo Avenue
    San Pablo,CA94805     		No Relationship PC General Support 50,000
    Louisiana Center for Children's Rights
    1820 St Charles Avenue
    New Orleans,LA70130     		No Relationship PC General Support 90,000
    Lower Manhattan Cultural Council
    125 Maiden Lane
    New York,NY10038     		No Relationship PC General Support 100,000
    Maine Wabanaki State Child Welfare Truth and Recon
    89 Main Street Suite 3
    Ellsworth,ME04605     		No Relationship PC General Support 90,000
    Maltz Theatre
    1001 East Indiantown Road
    Jupiter,FL33477     		No Relationship PC General Support 2,000
    Manufacturing Renaissance
    3411 W Diversey Avenue Suite 10
    Chicago,IL60647     		No Relationship PC General Support 125,000
    Marlborough School
    250 South Rossmore Avenue
    Los Angeles,CA90004     		No Relationship PC General Support 5,000
    Maryland Institute College of Art
    1300 W Mt Royal Avenue
    Baltimore,MD21217     		No Relationship PC General Support 56,600
    Massachusetts Audubon Society
    208 South Great Road
    Lincoln,MA01773     		No Relationship PC General Support 1,000
    Massachusetts Institute of Technology
    77 Massachusetts Ave
    Cambridge,MA02139     		No Relationship PC General Support 100,000
    MassArt Foundation
    621 Huntington Avenue
    Boston,MA02115     		No Relationship PC General Support 75,000
    Mattress Factory
    500 Sampsonia Way
    Pittsburgh,PA15212     		No Relationship PC General Support 35,000
    Media Alliance-Voices of Our Nations Arts Found
    1904 Franklin Street 500
    Oakland,CA94612     		No Relationship PC General Support 50,000
    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 Planning Council
    140 S Dearborn Street
    Chicago,IL60603     		No Relationship PC General Support 45,000
    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 40,000
    Michigan State University College of Veterinary M
    784 Wilson Road
    East Lansing,MI48824     		No Relationship PC General Support 4,000
    Mid-South Peace & Justice Center
    3573 Southern Ave
    Memphis,TN38111     		No Relationship PC General Support 114,750
    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
    Mobile Action Ministries
    102 Boutwell Ct N
    Stillwater,MN55082     		No Relationship PC General Support 750
    Morris Animal Foundation
    10200 East Girard Ave B430
    Denver,CO80231     		No Relationship PC General Support 3,000
    Mount Auburn Hospital
    330 Mount Auburn Street
    Cambridge,MA02138     		No Relationship PC General Support 5,000
    Museum of Contemporary African Diasporan Arts
    80 Hanson Place
    Brooklyn,NY11217     		No Relationship PC General Support 67,000
    Museum of New Mexico Foundation
    PO Box 2065
    Santa Fe,NM87504     		No Relationship PC General Support 10,000
    National Association for Latino Community Asset
    1313 Guadalupe Street Suite 203
    San Antonio,TX78207     		No Relationship PC General Support 150,000
    National Association of Episcopal Schools
    815 Second Avenue Third Floor
    New York,NY10017     		No Relationship PC General Support 5,000
    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 Day Laborer Organizing Network
    675 S Park View St Suite B
    Los Angeles,CA90057     		No Relationship PC General Support 57,000
    National Domestic Workers Alliance
    395 Hudson Street 4th Floor
    New York,NY10014     		No Relationship PC General Support 320,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038     		No Relationship PC General Support 220,000
    National Housing Institute
    60 South Fullerton Avenue Suite 20
    Montclair,NJ07042     		No Relationship PC General Support 75,000
    National Parks Conservation Association
    450 N Park Road Suite 301
    Hollywood,FL33021     		No Relationship PC General Support 2,000
    National People's Action
    810 N Milwaukee Ave
    Chicago,IL60642     		No Relationship PC General Support 175,000
    National Puerto Rican Day Parade Inc
    PO Box 975
    New York,NY10272     		No Relationship PC General Support 40,000
    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 1,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No Relationship PC General Support 225,000
    Nature Conservancy - Minnesota Chapter
    1101 West River Parkway Suite 200
    Minneapolis,MN55414     		No Relationship PC General Support 2,000
    Neighborhood Funders Group
    436 14th Street Suite 425
    Oakland,CA94612     		No Relationship PC General Support 198,500
    Neighborhood Story Project
    PO Box 19742
    New Orleans,LA70179     		No Relationship PC General Support 80,000
    New Jersey Performing Arts Center
    1 Center Street
    Newark,NJ07102     		No Relationship PC General Support 75,000
    New Mexico Community Development Loan Fund
    1525 Religious Street
    New Orleans,LA70130     		No Relationship PC General Support 100,000
    New Orleans Business Alliance
    935 Gravier St
    New Orleans,LA70112     		No Relationship PC General Support 200,000
    New Orleans Startup Fund
    1525 Religious Street
    New Orleans,LA70130     		No Relationship PC General Support 125,000
    New Transitions Inc
    698 Cheyenne Blvd
    Nashville,TN37115     		No Relationship PC General Support 115,000
    New Venture Fund
    1201 Connecticut Ave NW 300
    Washington,DC20036     		No Relationship PC General Support 547,000
    New World Found-Anchor Institutions Task Force
    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 75,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    New York,NY10004     		No Relationship PC General Support 150,000
    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 300,000
    Nexus Community Partners
    2314 University Ave Suite 18
    St Paul,MN55114     		No Relationship PC General Support 100,000
    Northwest Atlantic Marine Alliance
    PO Box 7066
    Gloucester,MA01930     		No Relationship PC General Support 50,000
    Nurse-Family Partnership
    1900 Grant Street Suite 400
    Denver,CO80203     		No Relationship PC General Support 1,000
    Oakland Baptist Church
    3408 King Street
    Alexandria,VA22302     		No Relationship PC General Support 2,500
    On Belay Ty
    2608 NW Robert Way
    Bend,OR97701     		No Relationship PC General Support 10,000
    On The Move
    780 Lincoln Avenue
    Napa,CA94558     		No Relationship PC General Support 125,000
    One Day on Earth Foundation
    110 Greene Street Suite 502
    New York,NY10012     		No Relationship PC General Support 48,000
    One Voice
    11606 Southfork Avenue Suite 102
    Baton Rouge,LA70817     		No Relationship PC General Support 75,000
    Opportunity Finance Network
    620 Chestnut Street Suite 572
    Philadelphia,PA19106     		No Relationship PC General Support 150,000
    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
    Park Slope Schoolhouse
    556 Fifth Avenue
    Brooklyn,NY11215     		No Relationship PC General Support 500
    Partnership for Working Families
    1825 K Street NW Suite 210
    Washington,DC20006     		No Relationship PC General Support 175,000
    Penn Vet Working Dog Center
    3900 Delancey St
    Philadelphia,PA19104     		No Relationship PC General Support 2,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102     		No Relationship PC General Support 101,000
    People Animals Love
    731 8th street SE Suite 202
    Washington,DC20003     		No Relationship PC General Support 2,000
    People United for Sustainable Housing Inc
    271 Grant Street
    Buffalo,NY14213     		No Relationship PC General Support 160,000
    Philadelphia Fringe Festival
    140 N Columbus Blvd
    Philadelphia,PA19106     		No Relationship PC General Support 50,000
    Philadelphia Mural Arts Advocates
    1727-29 Mt Vernon Street
    Philadelphia,PA19130     		No Relationship PC General Support 130,000
    Philanthropy New York
    79 Fifth Avenue 4th Floor
    New York,NY10003     		No Relationship PC General Support 73,000
    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 150,000
    Planned Parenthood of Minnesota NDSD
    671 Vandalia St
    Saint Paul,MN55114     		No Relationship PC General Support 35,000
    Planned Parenthood of Northern New England
    128 Lakeside Avenue Suite 301
    Burlington,VT05401     		No Relationship PC General Support 2,500
    PolicyLink
    1438 Webster St
    Oakland,CA94612     		No Relationship PC General Support 150,000
    Positive Futures Network (YES)
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110     		No Relationship PC General Support 100,000
    Preservation Trust of Vermont
    104 Church Street
    Burlington,VT05401     		No Relationship PC General Support 2,500
    President and Fellows of Harvard College
    1033 Massachusetts Ave Ste 3
    Cambridge,MA02138     		No Relationship PC General Support 150,000
    Project Row Houses
    2521 Holman Street
    Houston,TX77004     		No Relationship PC General Support 37,000
    Public Advocates
    131 Steuart Street Suite 300
    San Francisco,CA94105     		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 Council on the Arts
    37-11 35th Avenue
    Astoria,NY11101     		No Relationship PC General Support 80,000
    Race Forward
    32 Broadway Suite 1801
    New York,NY10004     		No Relationship PC General Support 100,000
    Raw Art Works
    37 Central Square
    Lynn,MA01901     		No Relationship PC General Support 60,000
    Rebuild Foundation
    6918 South Dorchester Avenue
    Chicago,IL60637     		No Relationship PC General Support 40,000
    Rector & Visitors of the University of Virginia
    PO Box 400807
    Charlottesville,VA22904     		No Relationship PC General Support 37,000
    Regional Plan Association
    4 Irving Place Suite 711-S
    New York,NY10003     		No Relationship PC General Support 40,000
    Rising Tide Capital
    334 Martin Luther King Drive
    Jersey City,NJ07305     		No Relationship PC General Support 100,000
    River Network
    209 SW Oak St 300
    Portland,OR97204     		No Relationship PC General Support 49,000
    Rockefeller Philanthropy Advisors
    6 W 48th St 10th Floor
    New York,NY10036     		No Relationship PC General Support 500,000
    Root Cause Institute
    11 Avenue de Lafayette
    Boston,MA02111     		No Relationship PC General Support 5,000
    Roots of Music Inc
    828 Royal Street 521
    New Orleans,LA70116     		No Relationship PC General Support 50,000
    RSF Social Finance
    1002 OReilly Avenue
    San Francisco,CA94129     		No Relationship PC General Support 50,000
    Rutgers University Foundation
    7 College Ave Winants Hall
    New Brunswick,NJ08901     		No Relationship PC General Support 150,000
    Ruth Ellis Center
    77 Victor Street
    Highland Park,MI48203     		No Relationship PC General Support 100,000
    Saint John's Health Center Foundation
    2121 Santa Monica Blvd
    Santa Monica,CA90404     		No Relationship PC General Support 5,000
    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 25,000
    San Francisco Chamber of Commerce Foundation
    235 Montgomery Street
    San Francisco,CA94104     		No Relationship PC General Support 75,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204     		No Relationship PC General Support 75,000
    SCO Family of Services (Center for Family Life)
    1 Alexander Place
    Glen Cove,NY11542     		No Relationship PC General Support 100,000
    Shadhika Project Inc
    3253 Vallejo Street
    Denver,CO80211     		No Relationship PC General Support 100
    Shenendoah Horse Park
    3832 Shepherd Grade Road
    Shepherstown,WV25443     		No Relationship PC General Support 4,000
    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 75,000
    Slideluck
    154 Morgan Avenue
    Brooklyn,NY11221     		No Relationship PC General Support 250
    Smart Growth America
    1707 L Street NW
    Washington,DC20036     		No Relationship PC General Support 650,000
    smartMeme Strategy & Training Project
    1946 Washintgon St 2nd Fl
    Boston,MA55345     		No Relationship PC General Support 45,000
    Social and Environmental Entrepreneurs
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No Relationship PC General Support 35,000
    Social Enterprise Alliance
    4737 County Road 101 311
    Minnetonka,MN55345     		No Relationship PC General Support 150,000
    Solar Richmond
    2730 Maine Avenue
    Richmond,CA94804     		No Relationship PC General Support 85,000
    Soulsville Foundation
    926 E McLemore Ave
    Memphis,TN38106     		No Relationship PC General Support 50,000
    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 Mary's RC Church
    1300 Northern Boulevard
    Manhasset,NY11030     		No Relationship PC General Support 3,000
    St Paul's School
    325 Pleasant Street
    Concord,NH03301     		No Relationship PC General Support 6,000
    STAR Communities
    777 North Capitol Street NE Suite
    Washington,DC20002     		No Relationship PC General Support 100,000
    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
    Tacoma Art Museum
    1701 Pacific Avenue
    Tacoma,WA98402     		No Relationship PC General Support 82,000
    Teach for America
    315 W 36th Street 7th Floor
    New York,NY10018     		No Relationship PC General Support 5,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No Relationship PC General Support 30,000
    Tectonic Theater Project Inc
    520 8th Avenue Suite 313
    New York,NY10018     		No Relationship PC General Support 82,000
    Temple University
    1801 North Broad Street
    Philadelphia,PA19122     		No Relationship PC General Support 57,000
    Texas Civic Engagement Table - Be One Texas
    503-A Walsh Street
    Austin,TX78703     		No Relationship PC General Support -1,000
    The American Prospect
    1333 H Street NW Suite 300
    Washington,DC20005     		No Relationship PC General Support 125,000
    The Attic Youth Center
    255 South 16th Street
    Philadelphia,PA19102     		No Relationship PC General Support 50,000
    The BASE
    11 Walnut Park
    Roxbury,MA02119     		No Relationship PC General Support 1,000
    The Evergreen State College Foundation
    2700 Evergreen Parkway NW
    Olympia,WA98505     		No Relationship PC General Support 31,500
    The Housing Fund
    305 11th Ave South
    Nashville,TN37203     		No Relationship PC General Support 100,000
    The Loft Literary Center
    1011 Washington Avenue South
    Minneapolis,MN55415     		No Relationship PC General Support 75,000
    The Mockingbird Society
    2100 24th Ave S Suite 240
    Seattle,WA98144     		No Relationship PC General Support 61,000
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474     		No Relationship PC General Support 115,000
    The Reinvestment Fund
    1700 Market Street
    Philadelphia,PA19103     		No Relationship PC General Support 100,000
    The Reset Foundation
    1500 Mission Street
    Boston,MA02116     		No Relationship PC General Support 90,000
    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
    Thunder Valley Community Development Corporation
    PO Box 290
    Porcupine,SD57772     		No Relationship PC General Support 50,000
    Tides CtrEmerging Practitioners in Philanthropy
    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 145,000
    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
    Trustees of the University of Pennsylvania
    3620 Locust Walk
    Philadelphia,PA19104     		No Relationship PC General Support 15,000
    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 120,000
    Turn 2 Foundation
    215 Park Avenue South
    New York,NY10003     		No Relationship PC General Support 3,000
    UBW Inc
    138 South Oxford Street
    Brooklyn,NY11217     		No Relationship PC General Support 135,000
    Union of Minority Neighborhoods
    42 Seaverns Ave
    Boston,MA02130     		No Relationship PC General Support 125,000
    United Church of Strafford
    PO Box 124
    Strafford,VT05072     		No Relationship PC General Support 2,500
    United for a Fair Economy
    1 Milk Street 5th Floor
    Boston,MA02109     		No Relationship PC General Support 2,500
    United States Artists
    980 N Michigan Ave Suite 1300
    Chicago,IL60611     		No Relationship PC General Support 15,000
    United Way of Greater Atlanta
    100 Edgewood Ave NE
    Atlanta,GA30303     		No Relationship PC General Support 2,000
    University of Detroit Mercy
    4001 W McNichols Rd
    Detroit,MI48221     		No Relationship PC General Support 75,000
    University of Maine System
    96 Falmouth Street Box 9300
    Portland,ME04104     		No Relationship PC General Support 85,000
    University of Minnesota Foundation
    200 Oak Street SE Suite 500
    Minneapolis,MN55455     		No Relationship PC General Support 1,000
    University of New Mexico School of Architecture
    1 University of New Mexico
    Albuquerque,NM87131     		No Relationship PC General Support 100,000
    University of North Carolina at Greensboro
    PO Box 26170
    Greensboro,NC27402     		No Relationship PC General Support 2,000
    University of Southern California
    950 W Jefferson JEF 102
    Los Angeles,CA90089     		No Relationship PC General Support 200,000
    University of Virginia
    104 Emmet Street North
    Charlottesville,VA22903     		No Relationship PC General Support -1,715
    University of Wisconsin System
    21 N Park Street Suite 6401
    Madison,WI53715     		No Relationship PC General Support 150,000
    University System of Maryland Foundation
    3300 Metzerott Road
    Adelphi,MD20783     		No Relationship PC General Support 40,000
    Urban Homesteading Assistance Board
    120 Wall Street 20th Floor
    New York,NY10005     		No Relationship PC General Support 25,000
    Urban Innovation21
    1901 Centre Ave
    Pittsburgh,PA15219     		No Relationship PC General Support 275,000
    Urban Institute
    2100 M Street NW 5th Floor
    Washington,DC20037     		No Relationship PC General Support 25,000
    Urban Justice Center
    123 William Street 16TH FLOOR
    NEW YORK,NY10038     		No Relationship PC General Support 50,000
    Urbano Project Inc
    29 Germania Street
    Boston,MA02130     		No Relationship PC General Support 50,000
    Vassar College
    124 Raymond Avenue
    Poughkeepsie,NY12604     		No Relationship PC General Support 25,000
    Vera Institute of Justice
    233 Broadway 12th Floor
    New York,NY10279     		No Relationship PC General Support 230,000
    Verde
    6899 NE Columbia Blvd
    Portland,OR97218     		No Relationship PC General Support 150,000
    Vermont Community Loan Fund
    15 State Street PO Box 827
    Montpelier,VT05601     		No Relationship PC General Support 1,000
    Vermont Land Trust
    8 Bailey Avenue
    Montpelier,VT05602     		No Relationship PC General Support 1,500
    Vermont Public Radio
    365 Troy Avenue
    Colchester,VT05446     		No Relationship PC General Support 5,000
    Vital Healthcare Capital (V-Cap)
    475 10th Avenue 14th Floor
    New York,NY10018     		No Relationship PC General Support 125,000
    Walden Family Services Foundation Inc
    6150 Mission Gorge Road
    San Diego,CA92120     		No Relationship PC General Support 40,000
    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
    Wesleyan University
    237 High Street
    Middletown,CT06459     		No Relationship PC General Support 45,000
    Women Make Movies
    115 West 29th Street 12th Floor
    New York,NY10001     		No Relationship PC General Support 57,000
    Women's Housing And Economic Development Corp
    50 East 168th Street
    BRONX,NY10452     		No Relationship PC General Support 50,000
    Workers Defense Project Inc
    5604 Manor Road
    Austin,TX78723     		No Relationship PC General Support 45,000
    Working Classroom
    423 Atlantic SW
    Albuquerque,NM87102     		No Relationship PC General Support 50,000
    YMCA of the Greater Twin Cities
    2125 E Hennepin Avenue
    Minneapolis,MN55413     		No Relationship PC General Support 50,000
    Youth Communication New York Center
    224 West 29th Street
    New York,NY10001     		No Relationship PC General Support 25,000
    Youth Empowerment Project
    1600 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No Relationship PC General Support 50,000
    Youth Villages Foundation
    3320 Brother Blvd
    Memphis,TN38133     		No Relationship PC General Support 1,000
    Zaccho Dance Theatre
    1777 Yosemite Ave 330
    San Francisco,CA94124     		No Relationship PC General Support 80,000
    Zion Episcopal Church
    301 East Congress St
    Charles Town,WV25414     		No Relationship PC General Support 2,000
    Total .................................bullet 3a 35,581,985
    bApproved for future payment
    ACCE Institute
    3655 S Grand Ave Ste 250
    Los Angeles,CA95112     		No Relationship PC General Support 60,000
    Advocates for Human Rights
    330 Second Avenue South Suite 800
    Minneapolis,MN55401     		No Relationship PC General Support 101,800
    Alliance for a Just Society
    3518 S Edmunds St
    Seattle,WA98118     		No Relationship PC General Support 225,000
    Alliance for California Traditional Arts
    1245 Van Ness Ave
    Fresno,CA93721     		No Relationship PC General Support 100,000
    American Council for an Energy-Efficient Economy
    529 14th Street NW Suite 600
    Washington,DC20045     		No Relationship PC General Support 100,000
    Americans for Transit
    1616 P St NW Suite 210
    Washington,DC20036     		No Relationship PC General Support 35,000
    Arizona State University Foundation
    PO Box 2260
    Tempe,AZ85280     		No Relationship PC General Support 50,000
    AS220
    115 Empire Street
    Providence,RI02903     		No Relationship PC General Support 150,000
    Asian American Writers' Workshop
    110-112 West 27th Street
    NEW YORK,NY10001     		No Relationship PC General Support 150,000
    AXIS Dance Company
    1428 Alice St 200
    Oakland,CA94612     		No Relationship PC General Support 50,000
    Beloved Community Center of Greensboro
    417 Arlington Street
    Greensboro,NC27406     		No Relationship PC General Support 45,000
    Blue Green Alliance Foundation
    1300 Godward Street NE 2625
    Minneapolis,MN55413     		No Relationship PC General Support 100,000
    Board of Trustees of the Leland Stanford Junior
    635 KNIGHT WAY
    STANFORD,CA94305     		No Relationship PC General Support 160,000
    BOC Capital Corp
    85 South Oxford Street
    Brooklyn,NY11217     		No Relationship PC General Support 125,000
    BuildingCommunity Workshop
    416 S Ervay Street
    Dallas,TX75201     		No Relationship PC General Support 100,000
    California Partnership for Safe Communities
    469 9th Street Suite 210
    Oakland,CA94607     		No Relationship PC General Support 100,000
    Carolina Youth Development Center
    5055 Lackawanna Blvd
    North Charleston,SC29405     		No Relationship PC General Support 100,000
    Casa Valentina Inc
    2990 SW 35th Avenue Ste 2
    Miami,FL33133     		No Relationship PC General Support 50,000
    Center for Cultural Innovation
    244 S San Pedro St Ste 401
    Los Angeles,CA90012     		No Relationship PC General Support 300,000
    Center for Neighborhood Technology
    2125 West North Avenue
    Chicago,IL60647     		No Relationship PC General Support 175,000
    Center for Popular Democracy
    802 Kent Avenue
    Brooklyn,NY11205     		No Relationship PC General Support 325,000
    Ceres Inc
    99 Chauncy St 6th Floor
    BOSTON,MA02111     		No Relationship PC General Support 150,000
    Chicago United
    300 E Randolph Street
    Chicago,IL60601     		No Relationship PC General Support 75,000
    City of New Orleans
    1300 Perdido Street Suite 8E08
    New Orleans,LA70112     		No Relationship PC General Support 50,000
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No Relationship PC General Support 100,000
    College for Creative Studies-Detroit Creative Corr
    201 East Kirby
    Detroit,MI48202     		No Relationship PC General Support 150,000
    Common Market Philadelphia Inc
    428 E Erie Ave
    Philadelphia,PA19134     		No Relationship PC General Support 300,000
    Community LIFT
    301 Washington Avenue
    Memphis,TN38103     		No Relationship PC General Support 100,000
    Consensus Organizing Center
    4283 El Cajon Blvd 115
    San Diego,CA92105     		No Relationship PC General Support 12,500
    Corbin Hill Food Project
    119 West 120th Street
    New York,NY10027     		No Relationship PC General Support 150,000
    Coro New York Leadership Center
    42 Broadway 18th Floor
    NEW YORK,NY10004     		No Relationship PC General Support 115,000
    Democracy Collaborative Foundation
    6930 Carroll Ave 5th Floor
    Takoma Park,MD20912     		No Relationship PC General Support 150,000
    Duke University
    Box 90403
    Durham,NC27708     		No Relationship PC General Support 70,000
    EcoDistricts
    1223 SW Washington St Suite 200
    Portland,OR97205     		No Relationship PC General Support 250,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Ste 203
    Miami,FL33132     		No Relationship PC General Support 100,000
    Efforts of Grace Inc
    1712 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No Relationship PC General Support 100,000
    Ella Baker Center for Human Rights
    1970 Broadway Suite 450
    Oakland,CA94612     		No Relationship PC General Support 100,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW Suite 1210
    Washington,DC20036     		No Relationship PC General Support 300,000
    Eno Center for Transportation
    1710 Rhode Island Ave NW Ste 500
    Washington,DC20036     		No Relationship PC General Support 75,000
    Enterprise Community Partners
    11000 Broken Land Parkway Ste 700
    Columbia,MD21044     		No Relationship PC General Support 160,000
    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 200,000
    Flynn Center for the Performing Arts
    153 Main Street
    Burlington,VT05401     		No Relationship PC General Support 80,000
    Funders' Network for Smart Growth and Livable Comm
    1500 San Remo Avenue Suite 249
    Coral Gables,FL33146     		No Relationship PC General Support 400,000
    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 350,000
    Good Jobs First
    1616 P Street NW Suite 210
    Washington,DC20036     		No Relationship PC General Support 200,000
    Good Work Network
    2028 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No Relationship PC General Support 165,000
    Grantmakers for Effective Organizations
    1725 DeSales St NW 404
    Washington,DC20036     		No Relationship PC General Support 75,000
    Grants Managers Network
    1666 K Street NW Suite 440
    Washington,DC20006     		No Relationship PC General Support 50,000
    Green For All
    1611 Telegraph Avenue Suite 600
    Oakland,CA94612     		No Relationship PC General Support 150,000
    Greenlining Institute
    1918 University Ave 2nd Floor
    Berkeley,CA94704     		No Relationship PC General Support 150,000
    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 125,000
    Ifetayo Cultural Arts Academy Inc
    629 East 35th Street 2
    Brooklyn,NY11203     		No Relationship PC General Support 100,000
    Innovative Services NW
    9414 NE Fourth Plain Road
    Vancouver,WA98662     		No Relationship PC General Support 50,000
    Institute of Contemporary Art
    100 Northern Avenue
    Boston,MA02210     		No Relationship PC General Support 160,000
    Interise
    197 Portland Street
    BOSTON,MA02114     		No Relationship PC General Support 250,000
    International Development Exchange
    333 Valencia Street 250
    San Francisco,CA94103     		No Relationship PC General Support 100,000
    ISAIAH
    2356 University Ave W
    ST PAUL,MN55114     		No Relationship PC General Support 250,000
    Jazz at Lincoln Center
    3 Columbus Circle
    New York,NY10019     		No Relationship PC General Support 100,000
    Jilkaat Kwaan Heritage Center
    PO Box 976
    Haines,AK99827     		No Relationship PC General Support 50,000
    Jobs For The Future
    88 Broad St 8th Floor
    Boston,MA02110     		No Relationship PC General Support 200,000
    Junebug Productions Inc
    900 Camp St
    New Orleans,LA70130     		No Relationship PC General Support 50,000
    Just Communities Central Coast
    1528 Chapala St Ste 308
    Santa Barbara,CA93101     		No Relationship PC General Support 40,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    Minneapolis,MN55411     		No Relationship PC General Support 175,000
    Khmer Arts Academy
    375 Redondo Avenue Suite 156
    Long Beach,CA90814     		No Relationship PC General Support 47,000
    Kiva MicroFunds
    875 Howard Street Suite 340
    San Francisco,CA94103     		No Relationship PC General Support 255,000
    Kounkuey Design Initiative
    108 West 2nd Street 809
    Los Angeles,CA90012     		No Relationship PC General Support 165,000
    Living Cities
    1040 Avenue of the Americas
    New York,NY10018     		No Relationship PC General Support 660,000
    Los Angeles Poverty Department
    PO Box 26190
    Los Angeles,CA90026     		No Relationship PC General Support 50,000
    Los Cenzontles Mexican Arts Center
    13108 San Pablo Avenue
    San Pablo,CA94805     		No Relationship PC General Support 50,000
    Louisiana Center for Children's Rights
    1820 St Charles Avenue
    New Orleans,LA70130     		No Relationship PC General Support 180,000
    MAPP International Productions Inc
    140 Second Avenue
    New York,NY10003     		No Relationship PC General Support 15,000
    Media Alliance-Voices of Our Nations Arts Foundati
    1904 Franklin Street 500
    Oakland,CA94612     		No Relationship PC General Support 100,000
    Meridian Institute
    105 Village Place
    Dillon,CO80435     		No Relationship PC General Support 125,000
    Michigan Roundtable for Diversity and Inclusion
    3031 West Grand Boulevard
    Detroit,MI48202     		No Relationship PC General Support 40,000
    Mississippi State University
    PO Box 6156
    Mississippi State,MS39762     		No Relationship PC General Support 75,000
    National Association for Latino Community Asset
    1313 Guadalupe Street Suite 203
    San Antonio,TX78207     		No Relationship PC General Support 150,000
    National Association of Latino Arts & Culture
    1208 Buena Vista
    San Antonio,TX78207     		No Relationship PC General Support 150,000
    National Day Laborer Organizing Network
    675 S Park View St Suite B
    Los Angeles,CA90057     		No Relationship PC General Support 50,000
    National Domestic Workers Alliance
    395 Hudson Street 4th Floor
    New York,NY10014     		No Relationship PC General Support 130,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038     		No Relationship PC General Support 350,000
    National Housing Institute
    60 South Fullerton Avenue Suite 20
    Montclair,NJ07042     		No Relationship PC General Support 75,000
    National People's Action
    810 N Milwaukee Ave
    Chicago,IL60642     		No Relationship PC General Support 175,000
    National Performance Network
    PO Box 56698
    New Orleans,LA70156     		No Relationship PC General Support 20,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No Relationship PC General Support 530,000
    Neighborhood Funders Group
    436 14th Street Suite 425
    Oakland,CA94612     		No Relationship PC General Support 177,000
    Neighborhood Story Project
    PO Box 19742
    New Orleans,LA70179     		No Relationship PC General Support 80,000
    New Jersey Performing Arts Center
    1 Center Street
    Newark,NJ07102     		No Relationship PC General Support 75,000
    New Venture Fund
    1201 Connecticut Ave NW 300
    Washington,DC20036     		No Relationship PC General Support 628,000
    New World Found-Anchor Institutions Task Force
    666 West End Ave Suite 1B
    New York,NY10025     		No Relationship PC General Support 75,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    New York,NY10004     		No Relationship PC General Support 150,000
    NewCorp Inc
    2924 St Bernard Avenue
    New Orleans,LA70119     		No Relationship PC General Support 49,000
    Next City
    1500 JFK Blvd 1220
    Philadelphia,PA19102     		No Relationship PC General Support 300,000
    Nexus Community Partners
    2314 University Ave Suite 18
    St Paul,MN55114     		No Relationship PC General Support 100,000
    One Voice
    11606 Southfork Avenue Suite 102
    Baton Rouge,LA70817     		No Relationship PC General Support 25,000
    Opa-locka Community Development Corporation Inc
    490 Opa-locka Boulevard
    Opalocka,FL33054     		No Relationship PC General Support 300,000
    Pacific Community Ventures Inc
    51 Federal Street Suite 100
    San Francisco,CA94107     		No Relationship PC General Support 100,000
    Partnership for Working Families
    1825 K Street NW Suite 210
    Washington,DC20006     		No Relationship PC General Support 75,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102     		No Relationship PC General Support 100,000
    People United for Sustainable Housing Inc
    271 Grant Street
    Buffalo,NY14213     		No Relationship PC General Support 230,000
    Philadelphia Fringe Festival
    140 N Columbus Blvd
    Philadelphia,PA19106     		No Relationship PC General Support 50,000
    Philadelphia Mural Arts Advocates
    1727-29 Mt Vernon Street
    Philadelphia,PA19130     		No Relationship PC General Support 370,000
    Philanthropy New York
    79 Fifth Avenue 4th Floor
    New York,NY10003     		No Relationship PC General Support 50,000
    PICO National Network
    171 Santa Rosa Avenue
    Oakland,CA94610     		No Relationship PC General Support 125,000
    PolicyLink
    1438 Webster St
    Oakland,CA94612     		No Relationship PC General Support 160,000
    Pratt Institute
    200 Willoughby Avenue
    Brooklyn,NY11205     		No Relationship PC General Support 250,000
    Queens Council on the Arts
    37-11 35th Avenue
    Astoria,NY11101     		No Relationship PC General Support 80,000
    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 60,000
    Rockefeller Philanthropy Advisors
    6 W 48th St 10th Floor
    New York,NY10036     		No Relationship PC General Support 1,000,000
    Roots of Music Inc
    828 Royal Street 521
    New Orleans,LA70116     		No Relationship PC General Support 50,000
    RSF Social Finance
    1002 OReilly Avenue
    San Francisco,CA94129     		No Relationship PC General Support 50,000
    Ruth Ellis Center
    77 Victor Street
    Highland Park,MI48203     		No Relationship PC General Support 100,000
    Saint Paul Foundation
    101 Fifth Street East Suite 2400
    Saint Paul,MN55101     		No Relationship PC General Support 25,000
    San Diego State University Research FDN
    5250 Campanile Drive
    San Diego,CA92182     		No Relationship PC General Support 25,000
    San Francisco Chamber of Commerce Foundation
    235 Montgomery Street
    San Francisco,CA94104     		No Relationship PC General Support 75,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204     		No Relationship PC General Support 150,000
    Skid Row Housing Trust
    1317 E 7th Street
    Los Angeles,CA90021     		No Relationship PC General Support 100,000
    Smart Growth America
    1707 L Street NW
    Washington,DC20036     		No Relationship PC General Support 350,000
    Social and Environmental Entrepreneurs
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No Relationship PC General Support 45,000
    Springboard for the Arts
    308 Prince St Suite 270
    Saint Paul,MN55101     		No Relationship PC General Support 250,000
    Tacoma Art Museum
    1701 Pacific Avenue
    Tacoma,WA98402     		No Relationship PC General Support 75,000
    The Attic Youth Center
    255 South 16th Street
    Philadelphia,PA19102     		No Relationship PC General Support 50,000
    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 75,000
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474     		No Relationship PC General Support 150,000
    The Regents of the University of California
    2150 Shattuck Avenue Suite 300
    Berkeley,CA94704     		No Relationship PC General Support 195,000
    The Reset Foundation
    1500 Mission Street
    Boston,MA02116     		No Relationship PC General Support 90,000
    The RYSE Center
    205 41st Street
    Richmond,CA94805     		No Relationship PC General Support 50,000
    The Theater Offensive
    565 Boylston Street 3rd Floor
    Boston,MA02116     		No Relationship PC General Support 150,000
    Tides Foundation
    PO Box 29903
    San Francisco,CA94129     		No Relationship PC General Support 40,000
    TransForm
    436 14TH STREET SUITE 600
    OAKLAND,CA94612     		No Relationship PC General Support 75,000
    Tulane University-Tulane City Center
    1555 Poydras Street
    New Orleans,LA70112     		No Relationship PC General Support 70,000
    UBW Inc
    138 South Oxford Street
    Brooklyn,NY11217     		No Relationship PC General Support 100,000
    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 Maine System
    96 Falmouth Street Box 9300
    Portland,ME04104     		No Relationship PC General Support 85,000
    University of Southern California
    950 W Jefferson JEF 102
    Los Angeles,CA90089     		No Relationship PC General Support 200,000
    University of Wisconsin System
    21 N Park Street Suite 6401
    Madison,WI53715     		No Relationship PC General Support 150,000
    Urban Innovation21
    1901 Centre Ave
    Pittsburgh,PA15219     		No Relationship PC General Support 125,000
    Urban Justice Center
    123 William Street 16TH FLOOR
    NEW YORK,NY10038     		No Relationship PC General Support 50,000
    Urban Word NYC
    242 W 27th Suite 3A
    New York,NY10001     		No Relationship PC General Support 150,000
    Urbano Project Inc
    29 Germania Street
    Boston,MA02130     		No Relationship PC General Support 100,000
    Vera Institute of Justice
    233 Broadway 12th Floor
    New York,NY10279     		No Relationship PC General Support 140,000
    Verde
    6899 NE Columbia Blvd
    Portland,OR97218     		No Relationship PC General Support 250,000
    Winrock International
    2101 River Front Drive
    Little Rock,AR72202     		No Relationship PC General Support 225,000
    Women Make Movies
    115 West 29th Street 12th Floor
    New York,NY10001     		No Relationship PC General Support 50,000
    Working Classroom
    423 Atlantic SW
    Albuquerque,NM87102     		No Relationship PC General Support 100,000
    Yerba Buena Center for the Arts
    701 Mission Street
    San Francisco,CA94103     		No Relationship PC General Support 150,000
    YMCA of the Greater Twin Cities
    2125 E Hennepin Avenue
    Minneapolis,MN55413     		No Relationship PC General Support 50,000
    Youth Empowerment Project
    1600 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No Relationship PC General Support 50,000
    Youth Represent
    11 Park Place
    New York,NY10007     		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 80,000
    Total .................................bullet 3b 22,995,300
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 7,217  
    4 Dividends and interest from securities....     14 7,074,340  
    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 24,368,246  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INC. 525990 2,365,136 18 114,131,812  
    bRSF PRI INTEREST INCOMCE 900099   14 7,473  
    cBOC CAPITAL PRI INTEREST INCOME 900099   14 3,756  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 2,365,136 145,592,844  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13147,957,980
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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

    		$14,485,517


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE         		Employer identification number

    13-6108163
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 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 95,135 21,013   74,122

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

    TY 2014 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. 2009-01-01 144,851 110,169 SL 5 11,447      
    LEASEHOLD IMPRV. 2009-01-01 1,333,097 714,474 SL 11 137,560      
    COMPUTER EQUIP. 2009-01-01 400,031 210,613 SL 5 38,433      
    ART WORK 2009-01-01 84,400 81,071 SL 5 3,329      

    TY 2014 GeneralExplanationAttachment
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Identifier Return Reference Explanation
    PART IX-B, LINE 1: 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 "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%.
    PART IX-B, LINE 1: 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 "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%.

    TY 2014 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
    GOOGLE NAME CHANGE ALPHABET 26 234,230 234,230
    GOOGLE NAME CHANGE ALPHABET 26 542,740 542,740
    ADOBE SYS INC COM 538,717 538,717
    ADR ALIBABA GROUP HLDG LTD-SP 619,082 619,082
    ADR ARM HLDS PLC SPONSORED ISI 428,649 428,649
    ADR ASML HLDG NV NY REG 2012 ( 348,836 348,836
    ADR BAIDU INC SPONSORED ADR 836,136 836,136
    AEROJET ROCKETDYNE HLDGS INC C 390,044 390,044
    ALEXION PHARMACEUTICALS INC CO 564,906 564,906
    AMERISAFE INC COM 416,481 416,481
    ARES CAP CORP COM 172,419 172,419
    ATHENAHEALTH INC COM MON STOCK 243,483 243,483
    BELMOND LTD COM STOCK 167,366 167,366
    BIOGEN INC COMMON STOCK 686,698 686,698
    BIOMARIN PHARMACEUTICAL INC CO 543,701 543,701
    BROOKDALE SR LIVING INC COM ST 361,748 361,748
    CERNER CORP COM 364,292 364,292
    CHIPOTLE MEXICAN GRILL INC COM 529,366 529,366
    CORRECTIONS CORP AMER 339,070 339,070
    DORMAN PRODS INC COM 440,855 440,855
    FACEBOOK INC CL A CL A 982,009 982,009
    FIRST CASH FINANCIAL SERVICES 247,326 247,326
    FMC TECHNOLOGIES INC COM 298,728 298,728
    GANNETT CO INC COM 261,613 261,613
    GUANGDONG INVT LTD COM 119,100 119,100
    HAYNES INTL INC COM NEW COM NE 213,309 213,309
    HOWARD HUGHES CORP COM STOCK 470,094 470,094
    HSN INC NEW COM 484,311 484,311
    HURON CONSULTING GROUP INC COM 4,766 4,766
    ILLUMINA INC COM 191,502 191,502
    INFINITY PPTY & CAS CORP COM 337,488 337,488
    INTERPUBLIC GROUP COMPANIES IN 405 405
    JARDEN CORP COM 737,438 737,438
    LAS VEGAS SANDS CORP COM STK 236,565 236,565
    LENDINGCLUB CORP COM 250,750 250,750
    LINKEDIN CORP CL A 681,879 681,879
    MEDIDATA SOLUTIONS INC COM 164,318 164,318
    MONSANTO CO NEW COM 455,672 455,672
    MSC INDL DIRECT INC CL A COM 354,083 354,083
    MTS SYS CORP COM 346,474 346,474
    NIKE INC CL B 491,491 491,491
    PALO ALTO NETWORKS INC COM USD 235,845 235,845
    POOL CORP COM STK 235,103 235,103
    REGENERON PHARMACEUTICALS INC 785,600 785,600
    RINGCENTRAL INC CL A CL A 125,344 125,344
    RUSH ENTERPRISES INC CL A CL A 279,792 279,792
    SALESFORCE COM INC COM STK 1,016,598 1,016,598
    SCHLUMBERGER LTD COM COM 486,974 486,974
    SCHWAB CHARLES CORP COM NEW 432,613 432,613
    SOUTHWESTERN ENERGY CO COM 127,288 127,288
    SPLUNK INC COMSTK COM USD0.001 450,790 450,790
    STANCORP FINL GROUP INC COM 257,074 257,074
    STRATEGIC HOTELS & RESORTS INC 298,152 298,152
    TESARO INC COM 162,790 162,790
    TESCO CORP COM 111,180 111,180
    THE PRICELINE GROUP INC 604,469 604,469
    THERMON GROUP HLDGS INC 220,241 220,241
    TWENTY-FIRST CENTY FOX INC CL 344,977 344,977
    UNIFIRST CORP MASS COM 335,550 335,550
    VIASAT INC COM 357,944 357,944
    VISA INC COM CL A STK 1,235,560 1,235,560
    WALTER INVT MGMT CORP 281,873 281,873
    WHOLE FOODS MKT INC COM 299,744 299,744
    ZEBRA TECHNOLOGIES CORP CL A 744,922 744,922

    TY 2014 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
    MFC SPDR DOW JONES GLOBAL REAL FMV 15,445,706 15,445,706
    MFO DFA EMERGING MARKETS VALUE FMV 21,406,781 21,406,781
    MFO GMO QUAL FD III FMV 11,051,243 11,051,243
    MFO GMO TR GLOBAL EQUITY ALLOC FMV 75,148,591 75,148,591
    MFO HARDING LOEVNER FDS INC IN FMV 18,649,394 18,649,394
    MFO MORGAN STANLEY INSTL FD IN FMV 14,761,265 14,761,265
    MFO PRUDENTIAL JENNISON NATURA FMV 26,306,580 26,306,580
    FUTURES CONTRACTS FMV 9,940,913 9,940,913
    ROCKEFELLER ESCROW CASH FMV 2,409 2,409
    4D GLOBAL ENERGY INVESTMENTS P FMV 1,892,403 1,892,403
    ABRY ADVANCED SECURITIES FUND FMV 386,866 386,866
    ABRY PARTNERS VII LP FMV 3,546,143 3,546,143
    ABRY PARTNERS VIII, LP FMV 981,518 981,518
    ABRY SENIOR EQUITY III FMV 1,603,283 1,603,283
    ABRY SENIOR EQUITY IV FMV 1,565,393 1,565,393
    ADAGE CAPITAL PARTNERS, LP FMV 57,528,933 57,528,933
    APOLLO EUROPEAN PRINCIPAL FINA FMV 1,777,586 1,777,586
    ARCLIGHT ENERGY PARTNERS FUND FMV 1,910,654 1,910,654
    ARSENAL CAPITAL PARTNERS III L FMV 2,303,632 2,303,632
    ARTIMAN VENTURES 2014, LP FMV 375,631 375,631
    ARTIMAN VENTURES SELECT 2014, FMV 203,875 203,875
    ARTIMAN VENTURES SPECIAL OPPOR FMV 1,391,950 1,391,950
    ASIA ALTERNATIVES CAPITAL PART FMV 502,352 502,352
    ASIA ALTERNATIVES CAPITAL PTRS FMV 3,918,455 3,918,455
    ASIA ALTERNATIVES DELAWARE III FMV 90,718 90,718
    ASPECT VENTURES, LP FMV 586,358 586,358
    BAIN CAPITAL ASIA FUND, LP FMV 1,831,105 1,831,105
    BAIN CAPITAL EUROPE FUND III, FMV 5,202,606 5,202,606
    BAIN CAPITAL FUND IX, LP FMV 7,303,086 7,303,086
    BAIN CAPITAL FUND X LP FMV 9,817,203 9,817,203
    BAIN CAPITAL IX COINVESTMENT F FMV 1,900,424 1,900,424
    BAUPOST VALUE PARTNERS IV, LP FMV 34,120,179 34,120,179
    BERKSHIRE MULTIFAMILY VALUE FU FMV 4,907,209 4,907,209
    BLUE WATER ENERGY FUND 1-A LP FMV 1,375,744 1,375,744
    BPG INVESTMENT PARTNERSHIP VII FMV 2,964,824 2,964,824
    BROOKSIDE CAYMAN, LTD FMV 7,753,421 7,753,421
    CARMEL PARTNERS INVESTMENT FUN FMV 504,359 504,359
    CF ABSOLUTE RETURN CAYMAN LTD FMV 8,448,740 8,448,740
    CF BENNETT OFFSHORE RESTRUCTUR FMV 9,481,244 9,481,244
    CF COATUE OFFSHORE LTD CL A D- FMV 14,481,781 14,481,781
    CF CONTRARIAN C1A CL A SER 1 F FMV 10,663,266 10,663,266
    CF ESG CROSS BORDER EQUITY OFF FMV 12,221,345 12,221,345
    CF GREENLIGHT CAPITAL OFFSHORE FMV 9,409,151 9,409,151
    CF HHR ATLAS LTD CL C SER 1 FD FMV 16,361,718 16,361,718
    CF HIGHLINE CAPITAL INTERNATIO FMV 18,151,889 18,151,889
    CF HITCHWOOD CAPITAL FUND LTDS FMV 11,197,568 11,197,568
    CF MASON CAPITAL LTD - F INITI FMV 14,653,789 14,653,789
    CF SILCHESTER INTL VALUE EQTY FMV 22,396,431 22,396,431
    CF SIRIOS OVERSEAS CLASS A UNR FMV 5,303,057 5,303,057
    CF SIRIOS OVERSEAS FD A/1E FMV 11,724,083 11,724,083
    CF TACONIC OFFSHORE 1.5 LTD CL FMV 9,408,254 9,408,254
    CF VIKING GLOBAL EQ III LTD CL FMV 19,223,964 19,223,964
    CF WELLINGTON SPINDRIFT CL S S FMV 259,209 259,209
    CF WELLINGTON SPINDRIFT CL S S FMV 35,043 35,043
    CF WELLINGTON SPINDRIFT CL S S FMV 180,594 180,594
    CF WELLINGTON SPINDRIFT CL S S FMV 63,786 63,786
    CF WELLINGTON SPINDRIFT CL S S FMV 335,340 335,340
    CF WELLINGTON SPINDRIFT CL S S FMV 183,592 183,592
    CF WGI EMERGING MARKETS LLC FD FMV 14,232,415 14,232,415
    CHARLESBANK EQUITY FUND VII FMV 4,170,211 4,170,211
    CHARLESBANK EQUITY FUND VIII L FMV 502,681 502,681
    COMMONFD CAPITAL INTL PARTNERS FMV 2,185,742 2,185,742
    COMMONFUND CAP PRIVATE EQUITY FMV 2,228,117 2,228,117
    COMMONFUND CAP PRIVATE EQUITY FMV 4,098,670 4,098,670
    COMMONFUND CAPITAL INTL PARTNE FMV 740,621 740,621
    COMMONFUND CAPITAL NATURAL RES FMV 6,140,690 6,140,690
    COMMONFUND CAPITAL VENTRUE PTR FMV 3,508,617 3,508,617
    COMMONFUND CAPITAL VENTURE PTR FMV 1,152,967 1,152,967
    CONVEXITY CAPITAL OFFSHORE FMV 22,855,360 22,855,360
    DAVIDSON KEMPNER INST PTRS FMV 18,682,963 18,682,963
    DBL PARTNERS III LP FMV 333,491 333,491
    DOVER STREET VII CAYMAN FUND, FMV 2,757,764 2,757,764
    ENCAP ENERGY CAPITAL FUND VI-B FMV 412,452 412,452
    ENCAP ENERGY CAPITAL FUND VII- FMV 1,084,473 1,084,473
    ENCAP FLATROCK MIDSTREAM FUND FMV 2,353,401 2,353,401
    ENCAP FLATROCK MIDSTREAM FUND FMV 181,196 181,196
    ENDOWMENT PRIVATE EQUITY PARTN FMV 948,333 948,333
    ENDOWMENT VENTURE PARTNERS V, FMV 2,094,292 2,094,292
    ENERVEST ENERGY INSTITUTIONAL FMV 2,779,981 2,779,981
    ENERVEST ENERGY INSTITUTIONAL FMV 4,914,964 4,914,964
    ENERVEST ENERGY INSTITUTIONAL FMV 4,463,505 4,463,505
    EUROPA FUND III FMV 1,996,582 1,996,582
    FARALLON CAPITAL INSTITUTIONAL FMV 2,530,593 2,530,593
    FORTRESS INVESTMENT FUND V (CO FMV 2,105,939 2,105,939
    FORTRESS INVESTMENT FUND V B, FMV 6,450,255 6,450,255
    FRONTIER SMALL CAP GROWTH FUND FMV 10,627,687 10,627,687
    GENERAL CATALYST GROUP VI FMV 5,581,623 5,581,623
    GENERAL CATALYST GROUP VII, LP FMV 1,650,648 1,650,648
    GENERAL MOTORS CORP CONT NOTE FMV 74,300 74,300
    GREENFIELD ACQUISITION PARTNER FMV 1,576,118 1,576,118
    HIGHFIELDS CAPITAL IV, LP FMV 20,018,200 20,018,200
    HIGHLAND CAPITAL PARTNERS 9 LP FMV 944,354 944,354
    HIGHLAND CAPITAL PARTNERS VIII FMV 2,582,311 2,582,311
    ICON VENTURES V, LP FORMERLY J FMV 1,673,137 1,673,137
    INDUS ASIA PACIFIC FUND LTD FMV 103,591 103,591
    INTERWEST PARTNERS X, LP FMV 3,121,930 3,121,930
    JC FLOWERS II, LP FMV 1,496,434 1,496,434
    KABOUTER INTERNATIONAL OPPORTU FMV 17,620,609 17,620,609
    KAYNE ANDERSON ENERGY FUND V ( FMV 2,189,616 2,189,616
    KAYNE ANDERSON ENERGY FUND VI FMV 1,688,601 1,688,601
    LONE STAR FUND IV (US), LP FMV 98,353 98,353
    LONE STAR FUND V (US), LP FMV 3,295,147 3,295,147
    LONE STAR FUND VI (US), LP FMV 2,779,316 2,779,316
    LONE STAR FUND VII (US) LP FMV 686,260 686,260
    LONE STAR FUND VIII (U.S.), LP FMV 3,174,531 3,174,531
    LONE STAR REAL ESTATE FUND (US FMV 713,893 713,893
    MADISON DEARBORN CAPITAL PARTN FMV 310,242 310,242
    MADISON DEARBORN CAPITAL PTRS FMV 2,742,763 2,742,763
    MADISON INTERNATIONAL RE LIQUI FMV 3,739,018 3,739,018
    MADISON INTERNATIONAL RE LIQUI FMV 2,161,226 2,161,226
    MADISON INTERNATIONAL REAL EST FMV 2,005,455 2,005,455
    MORGENTHALER VENTURE PARTNERS FMV 8,829,795 8,829,795
    NCD PARTNERS V, LP FMV 3,008,467 3,008,467
    NORTH BRIDGE GROWTH EQUITY II, FMV 1,698,148 1,698,148
    NORTHGATE PRIVATE EQUITY PARTN FMV 11,415,193 11,415,193
    NORTHGATE VENTURE PARTNERS III FMV 10,738,727 10,738,727
    OZ OVERSEAS FUND, LTD FMV 623,848 623,848
    PARK STREET CAPITAL NATURAL RE FMV 3,796,528 3,796,528
    PATRON CAPITAL LP III FMV 1,304,750 1,304,750
    PATRON CAPITAL LP IV FMV 3,360,970 3,360,970
    PERRY PARTNERS INTERNATIONAL, FMV 32,297 32,297
    PHOENIX ASIA REAL ESTATE INVES FMV 2,549,037 2,549,037
    PROSPECT HARBOR CREDIT PARTNER FMV 224,582 224,582
    RIVERSIDE CAPITAL APPRECIATION FMV 1,995,595 1,995,595
    RMS EVERGREEN US FORESTLAND FMV 14,146,281 14,146,281
    SANKATY CREDIT OPPORTUNITIES ( FMV 965,142 965,142
    SANKATY CREDIT OPPORTUNITIES I FMV 2,494,175 2,494,175
    SHORENSTEIN REALTY INVESTORS N FMV 2,202,669 2,202,669
    SIGMA PRIME PARTNERS IX FMV 949,612 949,612
    SOMERSET GLOBAL EMERGING MARKE FMV 13,254,631 13,254,631
    SOUTHERN CROSS LATIN AMERICA P FMV 2,945,966 2,945,966
    SUMMIT PARTNERS GROWTH EQUITY FMV 2,074,683 2,074,683
    SUMMIT PARTNERS VENTURE CAPITA FMV 917,749 917,749
    TIFF PARTNERS III, LLC FMV 1,100,037 1,100,037
    TPG ENDOWMENT FUND V, LP FMV 3,253,069 3,253,069
    TPG ENDOWMENT FUND VI, LP FMV 4,613,158 4,613,158
    VENROCK ASSOCIATES VI FMV 5,290,620 5,290,620
    VENROCK ASSOCIATES VII FMV 648,231 648,231
    WESTBROOK RE FUND IX FMV 1,468,895 1,468,895
    CF SSGA U.S GOVT CREDIT BOND I FMV 84,087,756 84,087,756
    MFB NTGI-QM COMMON DIVERSIFIED FMV 10,238,741 10,238,741
    NTGI-QM COMMON DAILY S&P 500 E FMV 300 300

    TY 2014 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. 144,851 121,616 23,235  
    LEASEHOLD IMPRV. 1,333,097 852,034 481,063  
    COMPUTER EQUIP. 400,031 249,046 150,985  
    ART WORK 84,400 84,400    


    TY 2014 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 67,265 10,952   56,313


    TY 2014 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
    PROGRAM RELATED INVESTMENTS 11,805,408 954,980 954,980


    TY 2014 OtherDecreasesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Description Amount
       
       


    TY 2014 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 6,598     6,598
    CONFERENCE/REGISTRATION 49,727     49,727
    INSURANCE 58,612     58,612
    INTERNET/SOFTWARE 103,460     103,460
    MEMBERSHIPS 131,658     131,658
    MISCELLANEOUS 58,599     58,599
    OFFICE SUPPLIES 96,995     96,995
    PARTNERSHIP EXP   9,192,467    
    PER DIEM SALARIES 99,391     99,391
    POSTAGE 13,594     13,594
    TELEPHONE 86,865     86,865
    ANNUAL REPORT 17,239     17,239


    TY 2014 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 116,496,948 11,026,756  
    RSF PRI INTEREST INCOME 7,473 7,473  
    BOC CAPITAL PRI INTEREST INCOME 3,756 3,756  
    LESS INCOME TAXED AS UNRELATED BUSINESS      
    INCOME (IRC 4940(C)(2))   -2,365,136  


    TY 2014 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  
    SECURITIES LENDING 0  
    AGREEMENT 10,279,610  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SURDNA FOUNDATION INC
    ATT MARC DE VENOGE
    EIN: 13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT PROGRAM CONSULTANTS 1,051,635     1,051,635
    EXECUTIVE SEARCH FEES 124,546     124,546
    INVESTMENT MANAGEMENT 3,040,600 3,040,600    


    TY 2014 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. 1,686,102     0
    FOREIGN TAXES PAID   278,649    
    STATE UNRELATED BUSINESS        
    INCOME TAX   12,840