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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$947,501,477J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 35,483 35,483  
4 Dividends and interest from securities... 5,405,362 13,501,575  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,042,664
b Gross sales price for all assets on line 6a 84,268,321
7 Capital gain net income (from Part IV, line 2)... 37,418,448
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 71,802,542 411,902  
12 Total. Add lines 1 through 11........ 86,286,051 51,367,408  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,034,372 131,573   1,815,084
14 Other employee salaries and wages...... 1,636,315     1,636,315
15 Pension plans, employee benefits....... 1,288,508 30,067   1,238,397
16a Legal fees (attach schedule)......... Click to see attachment 49,318 32,985 0 16,333
b Accounting fees (attach schedule)....... Click to see attachment 99,534 22,625 0 76,909
c Other professional fees (attach schedule).... Click to see attachment 4,410,481 2,758,398   1,652,083
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,506,222 281,927    
19 Depreciation (attach schedule) and depletion... Click to see attachment 175,510    
20 Occupancy.............. 959,892     959,892
21 Travel, conferences, and meetings....... 676,411     676,411
22 Printing and publications.......... 68,975     68,975
23 Other expenses (attach schedule)....... Click to see attachment 857,403 7,431,004   857,403
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,762,941 10,688,579 0 8,997,802
25 Contributions, gifts, grants paid....... 35,696,682 36,909,982
26 Total expenses and disbursements. Add lines 24 and 25 50,459,623 10,688,579 0 45,907,784
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,826,428
b Net investment income (if negative, enter -0-) 40,678,829
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 28,241,912 31,734,153 31,734,153
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.......... 141,650 174,059 174,059
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment2,099,215 2,099,215
b Investments—corporate stock (attach schedule)....... 25,528,563 Click to see attachment28,796,125 28,796,125
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).......... 953,933,926 Click to see attachment879,536,517 879,536,517
14 Land, buildings, and equipment: basis bullet2,002,260
Less: accumulated depreciation (attach schedule) bullet1,482,606 655,283 Click to see attachment519,654 519,654
15 Other assets (describe bullet) Click to see attachment954,980 Click to see attachment4,641,754 Click to see attachment4,641,754
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,009,456,314 947,501,477 947,501,477
Liabilities 17 Accounts payable and accrued expenses.......... 1,965,509 1,029,363
18 Grants payable.................. 22,995,300 21,742,000
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)    
23 Total liabilities (add lines 17 through 22)......... 24,960,809 22,771,363
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 984,495,505 924,730,114
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)..... 984,495,505 924,730,114
31 Total liabilities and net assets/fund balances (see instructions). 1,009,456,314 947,501,477
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
984,495,505
2
Enter amount from Part I, line 27a .....................
2
35,826,428
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,020,321,933
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
95,591,819
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
924,730,114
Form 990-PF (2015)
Form 990-PF (2015)
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 53,028,762   46,849,873 6,178,889
b 31,239,559     31,239,559
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       6,178,889
b       31,239,559
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 37,418,448
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))
2014 43,921,076 999,233,846 0.043955
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
2
Total of line 1, column (d) .....................
20.254282
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
0.050856
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
936,709,499
5
Multiply line 4 by line 3......................
5
47,637,298
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
406,788
7
Add lines 5 and 6........................
7
48,044,086
8
Enter qualifying distributions from Part XII, line 4.............
8
48,095,203
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 406,788
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........................... 3 406,788
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- ..... 5 406,788
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,549,236
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 2,549,236
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 2,142,448
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,142,448 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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 (2015)
    Form 990-PF (2015)
    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     		576,164 110,422 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MARC DE VENOGE CFO AND ASSISTANT TREASURER
    40.0     		438,576 100,222 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHARON ALPERT VP PROGRAMS
    40.0     		111,137 35,262 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    LETICIA PEGUERO EXECUTIVE DIRECTOR
    40.0     		202,150 41,585 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    SHAWN ESCOFFERY PRGM DIR.- STRONG LOCAL ECON.
    40.0     		186,661 39,671 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JUDILIEE REED PROGRAM DIR. THRIVING CULTURES
    40.0     		187,071 63,663 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    GEORGE SOULE COMMUNICATIONS DIRECTOR
    40.0     		158,363 60,118 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    HELEN CHIN PRGM DIR -SUSTAINABLE ENVIRON.
    40.0     		174,250 61,801 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JOCELYN DOWNIE CHAIRPERSON
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    PETER B BENEDICT II VICE CHAIRPERSON
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    LAWRENCE SC GRIFFITH TREASURER/SECRETARY
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    BRUCE ABERNETHY DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    ELIZABETH H ANDRUS THRU 1115 DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JUDY BELK DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    CARRA COTE-ACKAH DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    JOHN F HAWKINS THRU 1115 DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    KELLY D NOWLIN DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    TRACY PALANDJIAN DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    MICHAEL S SPENSLEY DIRECTOR
    1.0     		0 0 0
    330 MADISON AVENUE 30TH FLOOR
    NEW YORK,NY100175001
    GWEN WALDEN DIRECTOR
    1.0     		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 LEARN/GRANTS OPS
    40.0     		199,182 55,331 0
    330 MADISON AVENUE 3OTH FLOOR
    NEW YORK,NY10017
    MATTHEW WALEGIR CONTROLLER
    40.0     		115,000 54,703 0
    330 MADISON AVENUE 3OTH FLOOR
    NEW YORK,NY10017
    JOSE GARCIA PROGRAM OFFICER
    40.0     		101,342 52,862 0
    330 MADISON AVENUE 3OTH FLOOR
    NEW YORK,NY10017
    ALISON CORWIN PROGRAM OFFICER
    40.0     		101,120 28,843 0
    330 MADISON AVENUE 3OTH FLOOR
    NEW YORK,NY10017
    ELIZABETH BERRY PROGRAM OFFICER
    40.0     		99,107 52,669 0
    330 MADISON AVENUE 3OTH FLOOR
    NEW YORK,NY10017
    Total number of other employees paid over $50,000...................bullet 10
    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 1,732,133
    100 SUMMER STREET
    BOSTON,MA02110
    THE NORTHERN TRUST COMPANY CUSTODIAL BANK 291,357
    50 S LASALLE STREET
    CHICAGO,IL60675
    BWB SOLUTIONS CONSULTING 157,206
    250 WEST MAIN STREET
    BRANFORD,CT06405
    HELICON COLLABORATIVE CONTRACTOR 150,000
    187 BALTIC STREET
    BROOKLYN,NY11201
    SANDS CAPITAL MANAGEMENT INVEST. CONSULTING 134,345
    1101 WILSON BOULEVARD SUITE 2300
    ARLINGTON,VA22209
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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 GROWTH OF THE LATINO SMALL BUSINESS SECTOR. (SEE GEN. EXPLANATION ATTACH. FOR CONTIN.) 1,780,000
    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) 200,871
    All other program-related investments. See instructions.
    3 Click to see attachment 166,667
    Total. Add lines 1 through 3.........................bullet2,147,538
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    303,088,073
    b
    Average of monthly cash balances.......................
    1b
    37,362,459
    c
    Fair market value of all other assets (see instructions)................
    1c
    610,523,579
    d
    Total (add lines 1a, b, and c).........................
    1d
    950,974,111
    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
    950,974,111
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,264,612
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    936,709,499
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    46,835,475
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    46,835,475
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    406,788
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    406,788
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    46,428,687
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    46,428,687
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    46,428,687
    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
    45,907,784
    b
    Program-related investments—total from Part IX-B..................
    1b
    2,147,538
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    39,881
    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
    48,095,203
    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
    406,788
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    47,688,415
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 46,428,687
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 3,643,349
    b From 2011...... 4,564,051
    c From 2012...... 1,019,579
    d From 2013...... 1,376,116
    e From 2014......  
    fTotal of lines 3a through e........ 10,603,095
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 48,095,203
    a Applied to 2014, 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 2015 distributable amount..... 46,428,687
    e Remaining amount distributed out of corpus 1,666,516
    5 Excess distributions carryover applied to 2015.    
    (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 12,269,611
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		3,643,349
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		8,626,262
    10 Analysis of line 9:
    a Excess from 2011.... 4,564,051
    b Excess from 2012.... 1,019,579
    c Excess from 2013.... 1,376,116
    d Excess from 2014....  
    e Excess from 2015.... 1,666,516
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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 Long Walk Home
    1658 N Milwaukee Ave Suite 104
    Chicago,IL60647     		No relationship PC General support 1,000
    Advocates for Human Rights
    330 Second Avenue South Suite 800
    Minneapolis,MN55401     		No relationship PC General support 101,800
    ALIGN the Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No relationship PC General support 85,000
    Alliance for a Just Society
    3518 S Edmunds St
    Seattle,WA98118     		No relationship PC General support 350,000
    Alliance For Justice
    Eleven Dupont Circle NW Second Flo
    Washington,DC20036     		No relationship PC General support 25,000
    Allied Media Projects
    4126 Third St
    Detroit,MI48201     		No relationship PC General support 25,000
    Alternate ROOTS
    115 Martin Luther King Jr Dr Suite
    Atlanta,GA30303     		No relationship PC General support 100,000
    American Conservation Film Festival
    PO Box 889
    Shepherdstown,WV25443     		No relationship PC General support 4,000
    American Council for an Energy-Efficient Economy
    529 14th Street NW Suite 600
    Washington,DC20045     		No relationship PC General support 100,000
    American Repertory Theatre
    64 Brattle St
    Cambridge,MA02138     		No relationship PC General support 1,000
    American Society For The Prevention Of Cruelty To
    424 East 92nd Street
    New York,NY10128     		No relationship PC General support 165
    American Sustainable Business Council
    1401 New York Ave NW Suite 122
    Washington,DC20005     		No relationship PC General support 175,000
    American Youth Policy Forum
    1836 Jefferson Place NW
    Washington,DC20036     		No relationship PC General support 50,000
    Amrita Performing Arts
    10824 Olson Drive C123
    Rancho Cordova,CA95670     		No relationship PC General support 2,500
    Anchorage Museum
    625 C Street
    Anchorage,AK99501     		No relationship PC General support 50,000
    Animal Welfare Society of Jefferson
    PO Box 147
    Charles Town,WV25414     		No relationship PC General support 2,500
    Appalachian Mountain Club
    5 Joy Street
    Boston,MA02108     		No relationship PC General support 5,000
    Appetite for Change
    1200 West Broadway Avenue 180
    Minneapolis,MN55411     		No relationship PC General support 10,000
    Architects Designers and Planners
    128 Burnside Ave
    San Francisco,CA94131     		No relationship PC General support 50,000
    Arizona State University Foundation
    PO Box 2260
    Tempe,AZ85280     		No relationship PC General support 250,000
    Arts Council of New Orleans
    935 Gravier Street
    New Orleans,LA70112     		No relationship PC General support 20,000
    AS220
    115 Empire Street
    Providence,RI02903     		No relationship PC General support 75,000
    Asian American Writers' Workshop
    2 Allen Street 7th Floor
    New York,NY10002     		No relationship PC General support 75,000
    Asian Arts Initiative
    1219 Vine Street
    Philadelphia,PA19107     		No relationship PC General support 75,000
    Astraea Foundation
    116 East 16th Street 7th Floor
    New York,NY10003     		No relationship PC General support 650
    AXIS Dance Company
    1428 Alice St 200
    Oakland,CA94612     		No relationship PC General support 50,000
    Bard College
    Attn Gift Recorder PO Box 5000
    Annandale on Hudson,NY12504     		No relationship PC General support 1,000
    Beloved Community Center of Greensboro
    417 Arlington Street
    Greensboro,NC27406     		No relationship PC General support 45,000
    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 37,500
    Bend's Community Center
    1036 NE 5th Street
    Bend,OR97001     		No relationship PC General support 10,000
    Beth Chayim Chadashim
    6090 W Pico Blvd
    Los Angeles,CA90035     		No relationship PC General support 16,000
    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 Jr Univer
    UW-Madison GAR Account
    Milwaukee,WI53278     		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 125,000
    Boston Children's Hospital
    401 Park Drive 602
    Boston,MA02215     		No relationship PC General support 1,000
    Boston College
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		No relationship PC General support 2,000
    Boys & Girls Clubs of Boston
    50 Congress St Suite 730
    Boston,MA02109     		No relationship PC General support 3,000
    Breast Cancer Fund
    1388 Sutter Street Suite 400
    San Francisco,CA94109     		No relationship PC General support 10,000
    Brookings Institution
    1775 Massachusetts Avenue NW
    Washington,DC20036     		No relationship PC General support 300,000
    BuildingCommunity Workshop
    416 S Ervay Street
    Dallas,TX75201     		No relationship PC General support 100,000
    Business Alliance for Local Living Economies
    PO Box 4199
    Bellingham,WA98227     		No relationship PC General support 125,000
    California Partnership for Safe Communities
    469 9th Street suite 210
    Washington,DC20004     		No relationship PC General support 100,000
    Camp Tamarack
    2608 NW Robert Way
    Bend,OR97701     		No relationship PC General support 10,000
    Campaign for the Fair Sentencing of Youth
    1319 F St NW Ste 303
    Washington,DC20004     		No relationship PC General support 90,000
    Campaign for Youth Justice
    1220 L St NW Suite 605
    Washington,DC20005     		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 Suite 2
    Miami,FL33133     		No relationship PC General support 50,000
    Center for American Progress
    1333 H Street NW 10th Floor
    Washington,DC20005     		No relationship PC General support 50,000
    Center for Cultural Innovation
    244 S San Pedro St Suite 401
    Los Angeles,CA90012     		No relationship PC General support 250,000
    Center for Effective Philanthropy
    675 Massachusetts Avenue 7th Floor
    Cambridge,MA02139     		No relationship PC General support 25,000
    Center for Neighborhood Technology
    2125 W North Avenue
    Chicago,IL60647     		No relationship PC General support 175,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237     		No relationship PC General support 380,000
    Center for Social Inclusion
    150 Broadway Suite 303
    New York,NY10038     		No relationship PC General support 325,500
    Center for the Study of Social Policy
    1575 Eye Street NW Suite 500
    Washington,DC20005     		No relationship PC General support 75,000
    Center for Urban Pedagogy
    232 Third Street D201
    Brooklyn,NY11215     		No relationship PC General support 75,000
    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
    Chapel of Saint Andrew Episcopal Church
    2707 NW 37th Street
    Boca Raton,FL33434     		No relationship PC General support 2,500
    Chicago United Inc
    300 E Randolph Street
    Chicago,IL60601     		No relationship PC General support 75,000
    Children's Aid Society
    105 East 22nd Street
    New York,NY10010     		No relationship PC General support 5,000
    Children's Forest of Central Oregon
    63095 Deschutes Market Road
    Bend,OR97701     		No relationship PC General support 5,000
    Children's Institute
    2121 West Temple St
    Los Angeles,CA90026     		No relationship PC General support 3,000
    CHSMPA Inc
    PO Box 36
    South Orange,NJ07079     		No relationship PC General support 1,000
    Cincinnati USA Regional Chamber Foundation
    3 East 4th Street Suite 200
    Cincinnati,OH45202     		No relationship PC General support 150,000
    Citizen Engagement Lab Education Fund-Transform Fi
    1330 Broadway Suite 300
    Oakland,CA94612     		No relationship PC General support 100,000
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No relationship PC General support 100,000
    Coalition for Juvenile Justice
    1319 F Street NW Suite 402
    Wasington,DC20004     		No relationship PC General support 75,000
    Coalition For the Homeless
    129 Fulton Street
    New York,NY10038     		No relationship PC General support 5,000
    College for Creative Studies-Detroit Creative Corr
    201 East Kirby
    Detroit,MI48202     		No relationship PC General support 150,000
    ColorOfChangeorg Education Fund
    1714 Franklin St Ste 100-136
    Oakland,CA94612     		No relationship PC General support 75,000
    Columbia Film Society
    PO Box 7063
    Columbia,SC29202     		No relationship PC General support 10,000
    Common Market Philadelphia Inc
    428 E Erie Ave
    Philadelphia,PA19134     		No relationship PC General support 150,000
    Communications Consortium Media Center
    1300 I Street NW Suite 400E
    Washington,DC20005     		No relationship PC General support 75,000
    Community Capital Works
    111 S Independence Mall East Suit
    Philadelphia,PA19106     		No relationship PC General support 300
    Community Foundation of Greater Dubuque
    700 Locust Street Suite 195
    Dubuque,IA52001     		No relationship PC General support 65,000
    Community Labor United
    6 Beacon Street Suite 910
    Boston,MA02108     		No relationship PC General support 80,000
    Community LIFT
    119 S Court Avenue
    Memphis,TN38103     		No relationship PC General support 100,000
    Community Partners-The City Project
    1000 N Alameda Suite 240
    Los Angeles,CA90012     		No relationship PC General support 75,000
    Congregation Beth Elohim
    274 Garfield Place
    Brooklyn,NY11215     		No relationship PC General support 1,540
    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
    Culver Educational Foundation
    1300 Academy Road 153
    Culver,IN46511     		No relationship PC General support 8,000
    Cystic Fibrosis Foundation
    220 North Main Ste Suite 104
    Natick,MA01760     		No relationship PC General support 1,000
    Deep Center
    Box 5582
    Savannah,GA31414     		No relationship PC General support 2,000
    Democracy at Work Institute
    1904 Franklin St Suite 400
    Oakland,CA94612     		No relationship PC General support 280,000
    Democracy Collaborative Foundation
    6930 Carroll Ave 5th Floor
    Takoma Park,MD20912     		No relationship PC General support 210,000
    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 80,000
    Didtechnology Inc
    45 W 132nd St 16N
    New York,NY10037     		No relationship PC General support 100,000
    Downtown Community Television Center
    87 Lafayette Street
    New York,NY10013     		No relationship PC General support 60,000
    Dream Corps
    1611 Telegraph Avenue Suite 600
    Oakland,CA94612     		No relationship PC General support 375,000
    DreamYard Project
    1085 Washington Avenue Ground Floo
    Bronx,NY10456     		No relationship PC General support 50,000
    Dudley Street Neighborhood Initiative
    504 Dudley Street
    Roxbury,MA02119     		No relationship PC General support 85,000
    Duke University - Office of Research Support
    Duke Human Rights Center Box 90403
    Durham,NC27708     		No relationship PC General support 63,710
    Earth Island Institute-Food Shift
    2150 Allston Way Suite 460
    Berkeley,CA94704     		No relationship PC General support 2,500
    East Bay Community Foundation
    200 Frank H Ogawa Plaza
    Oakland,CA94612     		No relationship PC General support 180,000
    Eastern Market Corporation
    2934 Russell Street
    Detroit,MI48207     		No relationship PC General support 200,000
    EcoDistricts
    1223 SW Washington St Suite 200
    Portland,OR97205     		No relationship PC General support 250,000
    Economic Policy Institute
    1333 H Street NW Suite 300
    Washington,DC20005     		No relationship PC General support 150,000
    Edible Schoolyard Project
    1517 Shattuck Avenue
    Berkeley,CA94709     		No relationship PC General support 2,500
    Edinboro University Foundation
    210 Meadville Street
    Edinboro,PA16444     		No relationship PC General support 1,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Suite 203
    Miami,FL33132     		No relationship PC General support 100,000
    EdVestors
    140 Clarendon St
    Boston,MA02116     		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 1125
    Oakland,CA94612     		No relationship PC General support 50,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW
    Washington,DC20036     		No relationship PC General support 300,000
    Energy Programs Consortium
    1228 31st NW Suite 5
    Washington,DC20007     		No relationship PC General support 100,000
    Eno Center for Transportation
    1710 Rhode Island Avenue NW Suite
    Washington,DC20036     		No relationship PC General support 75,000
    Enterprise Community Partners
    70 Corporte Center
    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 75,000
    Episcopal Academy
    1785 Bishop White Drive
    Newtown Square,PA19073     		No relationship PC General support 38,000
    Fair Food
    1315 Walnut Street Suite 532
    Philadelphia,PA19107     		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 225,000
    Farm Fresh Rhode Island
    1005 Main St 8130
    Pawtucket,RI02860     		No relationship PC General support 75,000
    Firelight Media
    324 Convent Avenue
    New York,NY10031     		No relationship PC General support 200,000
    First Peoples Fund
    706 West Boulevard
    Rapid City,SD57701     		No relationship PC General support 205,000
    FJC - A Foundation of Donor Advised Funds
    520 Eighth Avenue 20th Floor
    New York,NY10018     		No relationship PC General support 5,000
    Flynn Center for the Performing Arts
    153 Main Street
    Burlington,VT05401     		No relationship PC General support 80,000
    Foundation Center
    79 Fifth Ave
    New York,NY10003     		No relationship PC General support 50,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd Suit
    Baton Rouge,LA70816     		No relationship PC General support 154,000
    Four County Library System
    304 Clubhouse Rd
    Vestal,NY13850     		No relationship PC General support 250
    Fractured Atlas Productions Inc
    248 W 35th St 10th Floor
    New York,NY10001     		No relationship PC General support 50,000
    Franklin and Eleanor Roosevelt Institute
    570 Lexington Ave 5th Floor
    New York,NY10022     		No relationship PC General support 100,000
    Friends of Happy Retreat
    PO Box 1427
    Charles Town,WV25414     		No relationship PC General support 2,500
    Friends of WHEELS
    511 West 182nd Street 4th Floor
    New York,NY10033     		No relationship PC General support 300
    Funders' Network for Smart Growth and Livable Comm
    1500 San Remo Avenue Suite 249
    Coral Gables,NY33146     		No relationship PC General support 350,000
    Genetics Policy Institute
    11924 Forest Hill Blvd Suite 10A-
    Wellington,FL33414     		No relationship PC General support 300
    Girls for Gender Equity Inc
    30 3rd Avenue Ste 104
    Brooklyn,NY11217     		No relationship PC General support 50,000
    Gladwyne Montessori School
    920 Youngsford Road
    Gladwyne,PA19035     		No relationship PC General support 1,000
    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 Apt 7
    Chicago,IL60614     		No relationship PC General support 450,000
    Good Jobs First
    1616 P Street NW Suite 210
    Washington,DC20036     		No relationship PC General support 200,000
    Good Work Network
    2028 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No relationship PC General support 125,000
    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 50,250
    Greater Baltimore Cultural Alliance
    1800 N Charles Street Suite 808
    Baltimore,MD21201     		No relationship PC General support 50,000
    Greater New Orleans Foundation
    1055 St Charles Ave Suite 100
    New Orleans,LA70130     		No relationship PC General support 175,000
    Greenlining Institute
    1918 University Ave 2nd Floor
    Berkeley,CA94704     		No relationship PC General support 150,000
    Grist Magazine
    1201 Western Avenue Suite 410
    Seattle,WA98101     		No relationship PC General support 75,000
    Groundswell Community Mural Project
    540 President Street Suite 1A
    Brooklyn,NY11215     		No relationship PC General support 50,000
    Groundwork USA
    22 Main Street
    Yonkers,NY10701     		No relationship PC General support 100,000
    Guadalupe Cultural Arts Center
    723 Brazos Street
    San Antonio,TX78207     		No relationship PC General support 60,000
    Health Leads
    2 Oliver Street 10th Floor
    Boston,MA02109     		No relationship PC General support 1,000
    Heart of Los Angeles Youth Inc
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057     		No relationship PC General support 125,000
    Hester Street Collaborative
    113 Hester Street
    New York,NY10002     		No relationship PC General support 125,000
    Highlander Research And Education Center
    1959 Highlander Way
    New Market,TN37820     		No relationship PC General support 100
    Hill School
    860 Beech Street
    Pottstown,PA19464     		No relationship PC General support 32,500
    Hobe Sound Community Chest
    PO Box 511
    Hobe Sound,FL33475     		No relationship PC General support 20,000
    Hopkinton Music Association
    PO Box 242
    Hopkinton,MA01748     		No relationship PC General support 1,000
    Hospice of the Panhandle
    330 Hospice Lane
    Kearneysville,WV25430     		No relationship PC General support 2,500
    Huntington Theatre Company
    264 Huntington Avenue
    Boston,MA02115     		No relationship PC General support 2,000
    Ifetayo Cultural Arts Academy Inc
    495 Flatbush Avenue 2nd Floor
    Brooklyn,NY11225     		No relationship PC General support 100,000
    ImpactAssets Inc-Fourth Sector Network
    7315 Wisconsin Avenue Suite 1000W
    Bethesda,MD20814     		No relationship PC General support 47,000
    Independent Sector
    1602 L Street NW
    Washington,DC20036     		No relationship PC General support 25,000
    Inner City Advisors
    2335 Broadway Suite 102
    Oakland,CA94612     		No relationship PC General support 150,000
    Innovation Network for Communities
    156 Grover Lane
    Tamworth,NH03886     		No relationship PC General support 75,000
    Innovative Services NW
    9414 NE Fourth Plain Road
    Vancouver,WA98662     		No relationship PC General support 50,000
    Insight Center for Community Economic Development
    1999 Harrison Street Suite 1800
    Oakland,CA94612     		No relationship PC General support 100,000
    Institute of Contemporary Art
    100 Northern Avenue
    Boston,MA02210     		No relationship PC General support 80,000
    Interise
    197 Portland Street
    Boston,MA02114     		No relationship PC General support 125,000
    International House
    500 Riverside Drive
    New York,NY10027     		No relationship PC General support 1,000
    ISAIAH
    2356 University Ave W Suite 405
    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 100,000
    Jefferson County Historical Society
    PO Box 485
    Charles Town,WV25414     		No relationship PC General support 2,000
    Jilkaat Kwaan Heritage Center
    HC 60 Box 2204
    Haines,AK99827     		No relationship PC General support 50,000
    Jobs with Justice Education Fund
    1616 P Street NW Suite 150
    Washington,DC20036     		No relationship PC General support 50,000
    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 40,000
    Joseph C Cornwall Center for Metropolitan Studies
    47 bleeker street
    newark,NJ07102     		No relationship PC General support -4,125
    Julia Dyckman Andrus Memorial
    1156 North Broadway
    Yonkers,NY10701     		No relationship PC General support 1,200,000
    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
    JustleadershipUSA
    112 West 34th Street Suite 2104
    New York,NY10120     		No relationship PC General support 85,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    Minneapolis,MN55411     		No relationship PC General support 175,000
    KeepSmilin4Abbie Foundation
    12 Teresa Rd
    Hopkinton,MA01748     		No relationship PC General support 1,000
    Kentucky Coalition
    PO Box 1450
    London,KY40743     		No relationship PC General support 100,000
    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 125,000
    Kounkuey Design Initiative
    108 West 2nd Street 809
    Los Angeles,CA90012     		No relationship PC General support 165,000
    La Mama
    66 East 4th Street
    New York,NY10003     		No relationship PC General support 100
    Lakota Funds Inc
    PO Box 340
    Kyle,SD57752     		No relationship PC General support 20,000
    Laundromat Project
    127 West 127th Street Ste 324
    New York,NY10027     		No relationship PC General support 40,000
    LeadersUp
    2401 Elliott Avenue Suite 375
    Seattle,WA98121     		No relationship PC General support 100,000
    Living Cities
    1040 Avenue of the Americas Fl 17
    New York,NY10018     		No relationship PC General support 660,000
    Local Initiatives Support Corporation New York Cit
    501 7th Ave 7th Floor
    New York,NY10018     		No relationship PC General support 95,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017     		No relationship PC General support 300,000
    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
    Lower Manhattan Cultural Council
    125 Maiden Lane
    New York,NY10038     		No relationship PC General support 90,000
    Make the Road New York
    301 Grove Street
    Brooklyn,NY11237     		No relationship PC General support 50,000
    MAPP International Productions Inc
    140 SECOND AVENUE
    New York,NY10003     		No relationship PC General support 15,000
    Maria Seymour Brooker Memorial
    157 Litchfield St
    Torrington,CT06790     		No relationship PC General support 5,000
    Marlborough School
    250 South Rossmore Avenue
    Los Angeles,CA90004     		No relationship PC General support 10,000
    Marwen Foundation
    833 N Orleans Street
    Chicago,IL60610     		No relationship PC General support 80,000
    Maryland Institute College of Art
    1300 W Mt Royal Avenue
    Baltimore,MD21217     		No relationship PC General support 200,000
    Mass Mentoring Partnership
    75 Kneeland St 11th Floor
    Boston,MA02111     		No relationship PC General support 5,000
    Massachusetts Audubon Society
    208 South Great Road
    Lincoln,MA01773     		No relationship PC General support 1,000
    Massachusetts Museum of Contemporary Art Foundatio
    1040 MASS MoCA Way
    North Adams,MA01247     		No relationship PC General support 50,000
    Memorial Sloan-Kettering Cancer Center
    1275 York Avenue
    New York,NY10065     		No relationship PC General support 500
    Meridian Institute
    PO Box 1829 105 Village Place
    Dillon,CO80435     		No relationship PC General support 125,000
    Metropolitan Economic Development Association
    250 Second Avenue South Suite 106
    Minneapolis,MN55401     		No relationship PC General support 150,000
    Metropolitan Organizing Strategy Enabling Strength
    220 Bagley Street Suite 212
    Detroit,MI48226     		No relationship PC General support 35,000
    Michael Carter Lisnow Respite Center
    112 Main Street
    Hopkinton,MA01748     		No relationship PC General support 3,000
    Michigan Roundtable for Diversity and Inclusion
    3031 West Grand Boulevard 525
    Detroit,MI48202     		No relationship PC General support 40,000
    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 60,000
    Minnesota Landscape Arboretum Foundation
    3675 Arboretum Drive
    Chaska,MN55318     		No relationship PC General support 10,000
    Mississippi State University
    449 Hardy Rd 133 Etheredge Hall
    Mississippi State,MS39762     		No relationship PC General support 150,000
    More Than Words
    376 Moody Street
    Waltham,MA02453     		No relationship PC General support 100,000
    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
    Movement Strategy Center
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General support 145,000
    Ms Foundation for Women
    12 MetroTech Center 26th Floor
    Brooklyn,NY11201     		No relationship PC General support 100,000
    Museum for Contemporary Arts
    429 N Eutaw Street 1S
    Baltimore,MD21201     		No relationship PC General support 25,000
    Museum of Fine Arts
    465 Huntington Avenue
    Boston,MA02115     		No relationship PC General support 1,000
    National Association of Latino Arts & Culture
    1208 Buena Vista
    San Antonio,TX78207     		No relationship PC General support 150,000
    National Center for Family Philanthropy
    1101 Connecticut Ave NW Suite 22
    Washington,DC20036     		No relationship PC General support 15,000
    National Committee for Responsive Philanthropy
    1331 H Street NW Suite 200
    Washington,DC20005     		No relationship PC General support 70,000
    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 355,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038     		No relationship PC General support 175,000
    National Housing Institute
    60 South Fullerton Avenue Suite 20
    Montclair,NJ07042     		No relationship PC General support 75,000
    National League of Cities Institute Inc
    1301 Pennsylvania Ave NW 550
    Washington,DC20004     		No relationship PC General support 350,000
    National Parks Conservation Association
    777 6th Street NW Suite 700
    Washington,DC20001     		No relationship PC General support 20,000
    National People's Action
    810 N Milwaukee Ave
    Chicago,IL60642     		No relationship PC General support 100,000
    National Performance Network
    PO Box 56698
    New Orleans,LA70117     		No relationship PC General support 70,000
    National Urban Fellows
    1120 Avenue of the Americas
    New York,NY10036     		No relationship PC General support 72,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No relationship PC General support 5,000
    Neighborhood Funders Group
    436 14th Street Suite 425
    Oakland,CA94612     		No relationship PC General support 202,000
    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 Moran Inc
    Moran Plant PO Box 8502
    Burlington,VT05402     		No relationship PC General support 25,000
    New Orleans Business Alliance
    935 Gravier Street Suite 2020
    New Orleans,LA70112     		No relationship PC General support 125,000
    New Orleans Startup Fund
    1100 Poydras Street Suite 3475
    New Orleans,LA70163     		No relationship PC General support 45,000
    New Venture Fund (Climate Interactive)
    1201 Connecticut Ave NW 300
    Washington,DC20036     		No relationship PC General support 448,000
    New World Foundation-Anchor Institutions Task Forc
    666 West End Ave Suite 1B
    New York,NY10025     		No relationship PC General support 75,000
    New York City Environmental Justice Alliance
    166A 22nd Street
    Brooklyn,NY11232     		No relationship PC General support 50,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    New York,NY10004     		No relationship PC General support 150,000
    New York Foundation
    10 East 34th Street 10th Floor
    New York,NY10118     		No relationship PF General support 150,000
    New York Public Radio
    160 Varick Street
    New York,NY10013     		No relationship PC General support 200
    Next City
    1500 JFK Blvd 1220
    Philadelphia,PA19102     		No relationship PC General support 275,000
    Nexus Community Partners
    2314 University Ave Suite 18
    St Paul,MN55114     		No relationship PC General support 100,000
    North Shore Animal League America
    25 Davis Avenue
    Port Washington,NY11050     		No relationship PC General support 300
    Northern Stage
    76 Gates St
    White River Junction,VT05001     		No relationship PC General support 25,000
    Northwest Connecticut Arts Council
    40 Main Street Suite 1
    Torrington,CT06790     		No relationship PC General support 10,000
    Northwestern University
    1201 Davis Street
    Evanston,IL60208     		No relationship PC General support 10,000
    Old Charles Town Library
    200 East Washington Street
    Charles Town,WV25414     		No relationship PC General support 2,000
    One Day on Earth Foundation
    111 North 8th Street
    Brooklyn,NY11249     		No relationship PC General support 170,000
    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 150,000
    Orion Society
    187 Main Street
    Great Barrington,MA01230     		No relationship PC General support 2,500
    PACE Center for Girls Inc
    1 West Adams Street Suite 301
    Jacksonville,FL32202     		No relationship PC General support 90,000
    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 Southern Equity
    100 Peachtree St NE Ste 1960
    Atlanta,GA30303     		No relationship PC General support 75,000
    Partnership for Working Families
    1939 Harrison St Suite 150
    Oakland,CA94612     		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 Animals Love
    731 8th Street SE Suite 301
    Washington,DC20003     		No relationship PC General support 4,000
    People United for Sustainable Housing Inc
    271 Grant Street
    Buffalo,NY14213     		No relationship PC General support 115,000
    People's Emergency Center Community Dev Corp
    325 N 39th Street
    Philadelphia,PA19104     		No relationship PC General support 100,000
    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 185,000
    Philanthropy New York
    1500 Broadway 7th Floor
    New York,NY10036     		No relationship PC General support 50,000
    Phipps Neighborhoods
    902 Broadway 13th Floor
    New York,NY10010     		No relationship PC General support 70,000
    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 125,000
    Planned Parenthood Federation of America
    434 West 33rd Street
    New York,NY10001     		No relationship PC General support 200
    Planned Parenthood League of Massachusetts
    1055 Commonwealth Avenue
    Boston,MA02215     		No relationship PC General support 1,000
    Planned Parenthood of Minnesota ND SD
    671 Vandalia St
    Saint Paul,MN55114     		No relationship PC General support 5,000
    Planned Parenthood of Northern New England
    128 Lakeside Avenue Suite 301
    Burlington,VT05401     		No relationship PC General support 2,500
    PolicyLink
    1438 Webster St Suite 303
    Oakland,CA94612     		No relationship PC General support 200,000
    Positive Futures Network (YES)
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110     		No relationship PC General support 125,000
    Pratt Institute
    200 Willoughby Avenue
    Brooklyn,NY11205     		No relationship PC General support 250,000
    Preservation Trust of Vermont
    104 Church Street
    Burlington,VT05401     		No relationship PC General support 5,000
    President and Fellows of Harvard College
    1033 Massachusetts Avenue 5th Floo
    Cambridge,MA02138     		No relationship PC General support 40,000
    Press Pass TV
    22 Warren St
    Boston,MA02119     		No relationship PC General support 1,000
    Project South
    9 Gammon Ave
    Atlanta,GA30315     		No relationship PC General support 50,250
    Project&
    220 N Green St
    Chicago,IL02119     		No relationship PC General support 60,000
    Public Advocates
    131 Steuart Street Suite 300
    San Francisco,CA94105     		No relationship PC General support 150,000
    Public Allies-Power Coalition
    735 N Water Street Suite 550
    Milwaukee,WI53202     		No relationship PC General support 140,000
    Queens Council on the Arts
    37-11 35th Avenue
    Astoria,NY11101     		No relationship PC General support 40,000
    Queens Museum of Art
    New York City Building
    Queens,NY11368     		No relationship PC General support 200,000
    Race Forward
    32 Broadway Suite 1800
    New York,NY10004     		No relationship PC General support 100,000
    Raise the Floor Alliance
    1 N LaSalle St Suite 1275
    Chicago,IL60602     		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 75,000
    Resource Generation
    18 West 27th St 2nd Fl
    New York,NY10001     		No relationship PC General support 10,000
    Responsible Endowments Coalition
    33 Flatbush Avenue Fifth Floor
    Brooklyn,NY11217     		No relationship PC General support 400
    Restaurant Opportunities Centers United
    275 Seventh Ave Ste 1703
    New York,NY10001     		No relationship PC General support 200,000
    Rising Tide Capital
    334 Martin Luther King Drive
    Jersey City,NJ07305     		No relationship PC General support 45,000
    Rockefeller Philanthropy Advisors
    6 W 48th St 10th Floor
    New York,NY10036     		No relationship PC General support 655,000
    Roots of Music Inc
    828 Royal Street 521
    New Orleans,LA70116     		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
    San Diego State University Research Foundation
    5250 Campanile Drive
    San Diego,CA92182     		No relationship PC General support 37,500
    San Francisco Chamber of Commerce Foundation
    235 Montgomery Street 12th Floor
    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
    School Justice Project
    1380 Monroe St NW Box 410
    Washington,DC20010     		No relationship PC General support 50,000
    Shadhika Project Inc
    3253 Vallejo Street
    Denver,CO80211     		No relationship PC General support 500
    Shenandoah Horse Park
    3832 Shepherd Grade Road
    Shepherstown,WV25443     		No relationship PC General support 4,000
    Silver Lining Mentoring
    727 Atlantic Ave 3rd Floor
    Boston,MA02111     		No relationship PC General support 1,000
    Skid Row Housing Trust
    1317 E 7th Street
    Los Angeles,CA90021     		No relationship PC General support 100,000
    Slideluck
    154 Morgan Avenue
    Brooklyn,NY11221     		No relationship PC General support 100
    Smart Growth America (Transportation for America)
    1707 L Street NW Suite 250
    Washington,DC20036     		No relationship PC General support 625,000
    Smithsonian Institution
    600 Maryland Dr SW MRC 509 Suite
    Washington,DC20024     		No relationship PC General support 14,500
    Social and Environmental Entrepreneurs (BreakOUT)
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No relationship PC General support 45,000
    Social Innovation Forum
    11 Avenue de Lafayette
    Boston,MA02111     		No relationship PC General support 5,000
    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 185,000
    Southwest Folklife Alliance
    PO Box 42044
    Tucson,AZ85733     		No relationship PC General support 50,000
    Southwest Georgia Project For Community Education
    1216 Dawson Road Suite 108
    Albany,GA31707     		No relationship PC General support 56,000
    Spirit In Action
    21 Wilbraham Street Box C
    Palmer,MA01069     		No relationship PC General support 3,000
    Spitfire Strategies
    1800 M Street NW Suite 300 North
    Washington,DC20036     		No relationship NC General support 35,000
    St Paul's School
    325 Pleasant Street
    Concord,NH03301     		No relationship PC General support 1,000
    STAR Communities
    777 North Capitol Street NE Suite
    Washington,DC20002     		No relationship PC General support 175,000
    Strategic Actions for a Just Economy
    152 West 32nd Street
    Los Angeles,CA90007     		No relationship PC General support 75,000
    Sundance Institute
    5900 Wilshire Boulevard Suite 800
    Los Angeles,CA90036     		No relationship PC General support 100,000
    Sustainability Accounting Standards Board
    1045 Sansome Street Suite 450
    San Francisco,CA94111     		No relationship PC General support 180,000
    Sustainable Business Education Initiative Inc
    1617 JFK Blvd Suite 1855
    Philadelphia,PA19103     		No relationship PC General support 150,000
    Teachers College Columbia University
    525 West 120 StBox 306
    New York,NY10027     		No relationship PC General support 100
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No relationship PC General support 25,000
    The American Prospect
    1225 Eye St NW Suite 600
    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 Berkshire School
    245 N Undermountain Road
    Sheffield,MA01257     		No relationship PC General support 5,000
    The College of New Jersey Foundation
    PO Box 7718
    Ewing,NJ08628     		No relationship PC General support 600,000
    The Family Partnership
    414 South 8th Street
    Minneapolis,MN55404     		No relationship PC General support 10,000
    The Loft Literary Center
    Open Book Suite 200
    Minneapolis,MN55415     		No relationship PC General support 75,000
    The New York Women's Foundation
    39 Broadway 23 Fl
    New York,NY10006     		No relationship PC General support 50,000
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474     		No relationship PC General support 95,000
    The Praxis Project-Black Organizing for Leadership
    1750 Columbia Rd NW 2nd Fl
    Washington,DC20009     		No relationship PC General support 50,000
    The Regents of the University of California
    2150 Shattuck Avenue Suite 300
    Berkeley,CA94704     		No relationship PC General support 270,000
    The Reinvestment Fund
    1700 Market Street 19th Floor
    Philadelphia,PA19103     		No relationship PC General support 50,000
    The Reset Foundation
    1500 Mission Street
    San Francisco,CA94103     		No relationship PC General support 90,000
    The RYSE Center
    205 41ST STREET
    Richmond,CA94805     		No relationship PC General support 50,000
    The Solutions Project
    PO Box 3202
    Oakland,CA94609     		No relationship PC General support 65,000
    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 Room P-221
    Philadelphia,PA19104     		No relationship PC General support 125,000
    The Wooden Floor
    1810 North Main Street
    Santa Ana,CA92706     		No relationship PC General support 160,000
    Third Wave Inc
    PO Box 1159
    Brooklyn,NY11238     		No relationship PC General support 150
    Thunder Valley Community Development Corporation
    PO Box 290
    Porcupine,SD57772     		No relationship PC General support 100,000
    Tides Center-Dream Defenders
    1012 Torney Ave
    San Francisco,CA94129     		No relationship PC General support 95,000
    Tides Foundation
    PO Box 29903 The Presidio
    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
    Transportation Choices Coalition
    219 1st Ave S 420
    Seattle,WA98104     		No relationship PC General support 175,000
    Trust for Public Land
    101 Montgomery Street Suite 900
    San Francisco,CA94104     		No relationship PC General support 200,000
    Trustees of the University of Pennsylvania
    3451 Walnut St
    Philadelphia,PA19104     		No relationship PC General support 3,000
    Tulane University-Tulane City Center
    1555 POYDRAS STREET
    New Orleans,LA70112     		No relationship PC General support 190,000
    UBW Inc
    138 South Oxford Street Suite 4B
    Brooklyn,NY11217     		No relationship PC General support 100,000
    United Church of Strafford
    PO Box 124
    Strafford,VT05072     		No relationship PC General support 20,000
    United States Artists
    980 N Michigan Ave Suite 1300
    Chicago,IL60611     		No relationship PC General support 30,000
    United States Fund for Unicef
    18 Tremont Street Suite 820
    Boston,MA02108     		No relationship PC General support 1,000
    University of California at San DiegoUCSD Center
    9500 Gilman Drive
    La Jolla,CA92093     		No relationship PC General support 25,000
    University of Chicago
    5801 S Ellis Ave Suite 109
    Chicago,IL60637     		No relationship PC General support 250,000
    University of Connecticut Foundation Inc
    2390 ALUMNI DRIVE U3206
    Storrs,CT06269     		No relationship PC General support 200,000
    University of Detroit Mercy
    4001 W McNichols Rd
    Detroit,MI48221     		No relationship PC General support 75,000
    University of Maine System
    96 Falmouth Street Box 9300
    Portland,ME04104     		No relationship PC General support 85,000
    University of Minnesota
    3 morrill hall
    Minneapolis,MN55455     		No relationship PC General support -918
    University of New Mexico School of Architecture an
    MSC04 2530 University of New Mexic
    Albuquerque,NM87131     		No relationship PC General support 100,000
    University of North Carolina at Greensboro
    School of Education 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 Texas Foundation-Deiign Futures
    Post Office Box 250
    Austin,TX78767     		No relationship PC General support 50,000
    University of Wisconsin System (Center on Wisconsi
    21 N PARK STREET SUITE 6401
    Madison,WI53715     		No relationship PC General support 150,000
    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 50,000
    UTEC (United Teen Equality Center Inc)
    15 Warren Street 3
    Lowell,MA01852     		No relationship PC General support 100,000
    Vera Institute of Justice
    233 Broadway 12th Floor
    New York,NY10279     		No relationship PC General support 70,360
    Verde
    6899 NE Columbia Blvd Suite A
    Portland,OR97218     		No relationship PC General support 150,000
    Vermont Land Trust
    8 Bailey Avenue
    Montpelier,VT05602     		No relationship PC General support 7,500
    Vermont Public Radio
    365 Troy Avenue
    Colchester,VT05446     		No relationship PC General support 25,000
    Vernon Avenue Project Inc
    442 Lorimer Street Suite D 309
    Brooklyn,NY11206     		No relationship PC General support 60,000
    Vickie Belk Scholarship Foundation
    3408 King Street
    Alexandria,VA22302     		No relationship PC General support 2,500
    Walker Art Center
    1750 Hennepin Avenue
    Minneapolis,MN55403     		No relationship PC General support 5,000
    Webb Schools
    1175 West Baseline Road
    Claremont,CA91711     		No relationship PC General support 2,500
    Wesleyan University
    164 Mt Vernon Street
    Middletown,CT06459     		No relationship PC General support 4,000
    Winrock International
    2101 River Front Drive
    Little Rock,AK72202     		No relationship PC General support 560,000
    Wisconsin Jobs Now Organizing Foundation
    1862 W Fond Du Lac Ave
    Milwaukee,WI53205     		No relationship PC General support 10,000
    Women Make Movies
    115 West 29th Street 12th Floor
    New York,NY10001     		No relationship PC General support 50,000
    Woodstock Institute
    29 E Madison St Ste 1710
    Chicago,IL60602     		No relationship PC General support 125,000
    Working Classroom
    423 Atlantic SW
    Albuquerque,NM87102     		No relationship PC General support 50,000
    Working World
    228 Park Ave S
    New York,NY10003     		No relationship PC General support 100,000
    World Business Chicago
    177 N State St
    Chicago,IL60601     		No relationship PC General support 150,000
    Year Up New York
    55 Exchange Place Suite 403
    New York,NY10005     		No relationship PC General support 70,000
    Yerba Buena Center for the Arts
    701 Mission Street
    San Francisco,CA94103     		No relationship PC General support 300,000
    Young Chicago Authors
    1180 N Milwaukee Avenue 2nd Floor
    Chicago,IL60642     		No relationship PC General support 75,000
    Young Men of Honor
    2245 Vicksburg Dr
    Savannah,GA31404     		No relationship PC General support 2,000
    Young Men's Christian Association of the Greater T
    2125 E Hennepin Avenue
    Minneapolis,MN55413     		No relationship PC General support 50,000
    Young Nation
    9232 Falcon Street
    Detroit,MI48209     		No relationship PC General support 50,000
    Youth Represent
    11 Park Place
    New York,NY10007     		No relationship PC General support 100,000
    Youth Sentencing & Reentry Project
    123 S Broad Street 24th Floor
    Philadelphia,PA19103     		No relationship PC General support 100,000
    Youth Speaks
    1663 Mission Street Suite 604
    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
    Zion Episcopal Church
    301 East Congress St
    Charles Town,WV25414     		No relationship PC General support 2,500
    Total .................................bullet 3a 36,909,982
    bApproved for future payment
    ACCE Institute
    3655 S Grand Ave Ste 250
    Los Angeles,CA95112     		No relationship PC General Support 60,000
    ALIGN the Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No relationship PC General Support 15,000
    Alliance for a Just Society
    3518 S Edmunds St
    Seattle,WA98118     		No relationship PC General Support 200,000
    Alliance for California Traditional Arts
    744 P Street Suite 307
    Fresno,CA93721     		No relationship PC General Support 100,000
    Alliance For Justice
    Eleven Dupont Circle NW Second Flo
    Washington,DC20036     		No relationship PC General Support 25,000
    Alternate ROOTS
    115 Martin Luther King Jr Dr Suite
    Atlanta,GA30303     		No relationship PC General Support 200,000
    American Sustainable Business Council
    1401 New York Ave NW Suite 122
    Washington,DC20005     		No relationship PC General Support 175,000
    American Youth Policy Forum
    1836 Jefferson Place NW
    Washington,DC20036     		No relationship PC General Support 50,000
    Anchorage Museum
    625 C Street
    Anchorage,AK99501     		No relationship PC General Support 100,000
    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 75,000
    Asian American Writers' Workshop
    2 Allen Street 7th Floor
    New York,NY10002     		No relationship PC General Support 75,000
    Asian Arts Initiative
    1219 Vine Street
    Philadelphia,PA19107     		No relationship PC General Support 150,000
    Association of Baltimore Area Grantmakers
    2 East Read Street
    Baltimore,MD21202     		No relationship PC General Support 127,000
    Board of Trustees of the Leland Stanford Jr Univer
    UW-Madison GAR Account
    Milwaukee,WI53278     		No relationship PC General Support 80,000
    BoardSource
    750 9th Street NW Suite 650
    Washington,DC20001     		No relationship PC General Support 25,000
    Brookings Institution
    1775 Massachusetts Avenue NW
    Washington,DC20036     		No relationship PC General Support 300,000
    Business Alliance for Local Living Economies
    PO Box 4199
    Bellingham,WA98227     		No relationship PC General Support 125,000
    Campaign for the Fair Sentencing of Youth
    1319 F St NW Ste 303
    Washington,DC20004     		No relationship PC General Support 90,000
    Campaign for Youth Justice
    1220 L St NW Suite 605
    Washington,DC20005     		No relationship PC General Support 60,000
    Center for Cultural Innovation
    244 S San Pedro St Suite 401
    Los Angeles,CA90012     		No relationship PC General Support 150,000
    Center for Effective Philanthropy
    675 Massachusetts Avenue 7th Floor
    Cambridge,MA02139     		No relationship PC General Support 25,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237     		No relationship PC General Support 400,000
    Center for Social Inclusion
    150 Broadway Suite 303
    New York,NY10038     		No relationship PC General Support 225,000
    Center for Urban Pedagogy
    232 Third Street D201
    Brooklyn,NY11215     		No relationship PC General Support 150,000
    Citizen Engagement Lab Education Fund
    1330 Broadway Suite 300
    Oakland,CA94612     		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
    Coalition for Juvenile Justice
    1319 F Street NW Suite 402
    Wasington,DC20004     		No relationship PC General Support 150,000
    ColorOfChangeorg Education Fund
    1714 Franklin St Ste 100-136
    Oakland,CA94612     		No relationship PC General Support 150,000
    Common Market Philadelphia Inc
    428 E Erie Ave
    Philadelphia,PA19134     		No relationship PC General Support 150,000
    Corbin Hill Food Project
    119 West 120th Street
    New York,NY10027     		No relationship PC General Support 75,000
    Democracy at Work Institute
    1904 Franklin St Suite 400
    Oakland,CA94612     		No relationship PC General Support 500,000
    Downtown Community Television Center
    87 Lafayette Street
    New York,NY10013     		No relationship PC General Support 60,000
    Dream Corps
    1611 Telegraph Avenue Suite 600
    Oakland,CA94612     		No relationship PC General Support 175,000
    DreamYard Project
    1085 Washington Avenue Ground Floo
    Bronx,NY10456     		No relationship PC General Support 100,000
    Dudley Street Neighborhood Initiative
    504 Dudley Street
    Roxbury,MA02119     		No relationship PC General Support 150,000
    East Bay Community Foundation
    200 Frank H Ogawa Plaza
    Oakland,CA94612     		No relationship PC General Support 175,000
    Eastern Market Corporation
    2934 Russell Street
    Detroit,MI48207     		No relationship PC General Support 150,000
    Ecologistics Inc-Youth Philanthropy Connect
    12411 Ventura Blvd
    Studio City,CA91604     		No relationship PC General Support 5,000
    Economic Policy Institute
    1333 H Street NW Suite 300
    Washington,DC20005     		No relationship PC General Support 300,000
    Ella Baker Center for Human Rights
    1970 Broadway Suite 1125
    Oakland,CA94612     		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 350,000
    Farm Fresh Rhode Island
    1005 Main St 8130
    Pawtucket,RI02860     		No relationship PC General Support 75,000
    Foundation Center
    79 Fifth Ave
    New York,NY10003     		No relationship PC General Support 25,000
    Franklin and Eleanor Roosevelt Institute
    570 Lexington Ave 5th Floor
    New York,NY10022     		No relationship PC General Support 50,000
    Funders' Network for Smart Growth and Livable Comm
    1500 San Remo Avenue Suite 249
    Coral Gables,NY33146     		No relationship PC General Support 200,000
    Girls for Gender Equity Inc
    30 3rd Avenue Ste 104
    Brooklyn,NY11217     		No relationship PC General Support 100,000
    Good Work Network
    2028 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No relationship PC General Support 40,000
    Greater New Orleans Foundation
    1055 St Charles Ave Suite 100
    New Orleans,LA70130     		No relationship PC General Support 100,000
    Groundswell Community Mural Project
    540 President Street Suite 1A
    Brooklyn,NY11215     		No relationship PC General Support 50,000
    Groundwork USA
    22 Main Street
    Yonkers,NY10701     		No relationship PC General Support 100,000
    Hester Street Collaborative
    113 Hester Street
    New York,NY10002     		No relationship PC General Support 250,000
    Independent Sector
    1602 L Street NW
    Washington,DC20036     		No relationship PC General Support 25,000
    Innovation Network for Communities
    156 Grover Lane
    Tamworth,NH03886     		No relationship PC General Support 75,000
    Insight Center for Community Economic Development
    1999 Harrison Street Suite 1800
    Oakland,CA94612     		No relationship PC General Support 50,000
    Institute of Contemporary Art
    100 Northern Avenue
    Boston,MA02210     		No relationship PC General Support 80,000
    Interise
    197 Portland Street
    Boston,MA02114     		No relationship PC General Support 125,000
    ISAIAH
    2356 University Ave W Suite 405
    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 150,000
    Jazz at Lincoln Center
    3 Columbus Circle 12th Floor
    New York,NY10019     		No relationship PC General Support 100,000
    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
    JustleadershipUSA
    112 West 34th Street Suite 2104
    New York,NY10120     		No relationship PC General Support 85,000
    Kiva MicroFunds
    875 Howard Street Suite 340
    San Francisco,CA94103     		No relationship PC General Support 130,000
    LeadersUp
    2401 Elliott Avenue Suite 375
    Seattle,WA98121     		No relationship PC General Support 100,000
    Local Initiatives Support Corporation New York Cit
    501 7th Ave 7th Floor
    New York,NY10018     		No relationship PC General Support 95,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017     		No relationship PC General Support 500,000
    Louisiana Center for Children's Rights
    1820 ST CHARLES AVENUE
    New Orleans,LA70130     		No relationship PC General Support 180,000
    Marwen Foundation
    833 N Orleans Street
    Chicago,IL60610     		No relationship PC General Support 120,000
    Maryland Institute College of Art
    1300 W Mt Royal Avenue
    Baltimore,MD21217     		No relationship PC General Support 400,000
    Massachusetts Museum of Contemporary Art Foundatio
    1040 MASS MoCA Way
    North Adams,MA01247     		No relationship PC General Support 100,000
    Metropolitan Economic Development Association
    250 Second Avenue South Suite 106
    Minneapolis,MN55401     		No relationship PC General Support 300,000
    Mississippi State University
    449 Hardy Rd 133 Etheredge Hall
    Mississippi State,MS39762     		No relationship PC General Support 75,000
    More Than Words
    376 Moody Street
    Waltham,MA02453     		No relationship PC General Support 200,000
    Movement Strategy Center
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General Support 95,000
    Ms Foundation for Women
    12 MetroTech Center 26th Floor
    Brooklyn,NY11201     		No relationship PC General Support 100,000
    National Association for Latino Community Asset Bu
    5404 Wurzbach Road
    San Antonio,TX78238     		No relationship PC General Support 150,000
    National Committee for Responsive Philanthropy
    1331 H Street NW Suite 200
    Washington,DC20005     		No relationship PC General Support 70,000
    National Domestic Workers Alliance
    395 Hudson Street 4th Floor
    New York,NY10014     		No relationship PC General Support 450,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038     		No relationship PC General Support 175,000
    National League of Cities Institute Inc
    1301 Pennsylvania Ave NW 550
    Washington,DC20004     		No relationship PC General Support 350,000
    National People's Action
    810 N Milwaukee Ave
    Chicago,IL60642     		No relationship PC General Support 75,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No relationship PC General Support 530,000
    New America Foundation-OpportunityWork
    740 15th St NW Suite 900
    Washington,DC20005     		No relationship PC General Support 100,000
    New Jersey Future
    16 W Lafayette St
    Trenton,NJ08608     		No relationship PC General Support 280,000
    New Orleans Business Alliance
    935 Gravier Street Suite 2020
    New Orleans,LA70112     		No relationship PC General Support 250,000
    New Venture Fund (Climate Interactive)
    1201 Connecticut Ave NW 300
    Washington,DC20036     		No relationship PC General Support 295,000
    New York Foundation
    10 East 34th Street 10th Floor
    New York,NY10118     		No relationship PF General Support 300,000
    Next City
    1500 JFK Blvd 1220
    Philadelphia,PA19102     		No relationship PC General Support 100,000
    Opa-locka Community Development Corporation Inc
    490 OPA-LOCKA BOULEVARD
    OpaLocka,FL33054     		No relationship PC General Support 150,000
    PACE Center for Girls Inc
    1 West Adams Street Suite 301
    Jacksonville,FL32202     		No relationship PC General Support 180,000
    Pangea World Theater
    711 West Lake Street Suite 101
    Minneapolis,MN55408     		No relationship PC General Support 150,000
    Partnership for Southern Equity
    100 Peachtree St NE Ste 1960
    Atlanta,GA30303     		No relationship PC General Support 50,000
    People United for Sustainable Housing Inc
    271 Grant Street
    Buffalo,NY14213     		No relationship PC General Support 115,000
    People's Emergency Center Community Dev Corp
    325 N 39th Street
    Philadelphia,PA19104     		No relationship PC General Support 200,000
    Philadelphia Mural Arts Advocates
    1727-29 Mt Vernon Street
    Philadelphia,PA19130     		No relationship PC General Support 185,000
    Phipps Neighborhoods
    902 Broadway 13th Floor
    New York,NY10010     		No relationship PC General Support 140,000
    Pittsburgh United
    841 California Avenue 3rd Floor
    Pittsburgh,PA15212     		No relationship PC General Support 125,000
    PolicyLink
    1438 Webster St Suite 303
    Oakland,CA94612     		No relationship PC General Support 560,000
    Positive Futures Network (YES)
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110     		No relationship PC General Support 250,000
    Public Advocates
    131 Steuart Street Suite 300
    San Francisco,CA94105     		No relationship PC General Support 300,000
    Queens Council on the Arts
    37-11 35th Avenue
    Astoria,NY11101     		No relationship PC General Support 40,000
    Queens Museum of Art
    New York City Building
    Queens,NY11368     		No relationship PC General Support 200,000
    Rebuild Foundation
    6918 South Dorchester Avenue
    Chicago,IL60637     		No relationship PC General Support 150,000
    Restaurant Opportunities Centers United
    275 Seventh Ave Ste 1703
    New York,NY10001     		No relationship PC General Support 325,000
    Rockefeller Philanthropy Advisors
    6 W 48th St 10th Floor
    New York,NY10036     		No relationship PC General Support 550,000
    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 400,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204     		No relationship PC General Support 75,000
    School Justice Project
    1380 Monroe St NW Box 410
    Washington,DC20010     		No relationship PC General Support 50,000
    SCO Family of Services
    1 Alexander Place
    Glen Cove,NY11542     		No relationship PC General Support 45,000
    Smart Growth America (Transportation for America)
    1707 L Street NW Suite 250
    Washington,DC20036     		No relationship PC General Support 275,000
    Southeast Energy Efficiency Alliance
    50 Hurt Plaza Suite 1250
    Atlanta,GA30303     		No relationship PC General Support 185,000
    Southwest Folklife Alliance
    PO Box 42044
    Tucson,AZ85733     		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
    Strategic Actions for a Just Economy
    152 West 32nd Street
    Los Angeles,CA90007     		No relationship PC General Support 75,000
    Sundance Institute
    5900 Wilshire Boulevard Suite 800
    Los Angeles,CA90036     		No relationship PC General Support 200,000
    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 75,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No relationship PC General Support 25,000
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474     		No relationship PC General Support 75,000
    The Regents of the University of California
    2150 Shattuck Avenue Suite 300
    Berkeley,CA94704     		No relationship PC General Support 25,000
    The Theater Offensive
    565 Boylston Street 3rd Floor
    Boston,MA02116     		No relationship PC General Support 75,000
    The Wooden Floor
    1810 North Main Street
    Santa Ana,CA92706     		No relationship PC General Support 80,000
    Thunder Valley Community Development Corporation
    PO Box 290
    Porcupine,SD57772     		No relationship PC General Support 200,000
    Tides Center-Dream Defenders
    1012 Torney Ave
    San Francisco,CA94129     		No relationship PC General Support 125,000
    Transportation Choices Coalition
    219 1st Ave S 420
    Seattle,WA98104     		No relationship PC General Support 350,000
    Trust for Public Land
    101 Montgomery Street Suite 900
    San Francisco,CA94104     		No relationship PC General Support 200,000
    United States Artists
    980 N Michigan Ave Suite 1300
    Chicago,IL60611     		No relationship PC General Support 30,000
    University of California at San DiegoUCSD Center
    9500 Gilman Drive
    La Jolla,CA92093     		No relationship PC General Support 125,000
    University of Detroit Mercy
    4001 W McNichols Rd
    Detroit,MI48221     		No relationship PC General Support 150,000
    Urban Innovation21
    1901 CENTRE AVE
    Pittsburgh,PA15219     		No relationship PC General Support 125,000
    Urbano Project Inc
    29 Germania Street
    Boston,MA02130     		No relationship PC General Support 50,000
    UTEC (United Teen Equality Center Inc)
    15 Warren Street 3
    Lowell,MA01852     		No relationship PC General Support 200,000
    Vera Institute of Justice
    233 Broadway 12th Floor
    New York,NY10279     		No relationship PC General Support 70,000
    Verde
    6899 NE Columbia Blvd Suite A
    Portland,OR97218     		No relationship PC General Support 100,000
    Voices of Our Nations Arts Foundation
    3720 Spruce Street Suite 442
    Philadelphia,PA19104     		No relationship PC General Support 100,000
    Winrock International
    2101 River Front Drive
    Little Rock,AK72202     		No relationship PC General Support 190,000
    Woodstock Institute
    29 E Madison St Ste 1710
    Chicago,IL60602     		No relationship PC General Support 125,000
    Working Classroom
    423 Atlantic SW
    Albuquerque,NM87102     		No relationship PC General Support 50,000
    Young Chicago Authors
    1180 N Milwaukee Avenue 2nd Floor
    Chicago,IL60642     		No relationship PC General Support 150,000
    Young Nation
    9232 Falcon Street
    Detroit,MI48209     		No relationship PC General Support 100,000
    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 50,000
    Youth Sentencing & Reentry Project
    123 S Broad Street 24th Floor
    Philadelphia,PA19103     		No relationship PC General Support 50,000
    Total .................................bullet 3b 21,742,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 35,483  
    4 Dividends and interest from securities....     14 5,405,362  
    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 9,042,664  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPARTNERSHIP INCOME     		525990 -343,275 18 72,117,687  
    bRSF PRI INTEREST INCOME 900099   14 7,316  
    cBOC CAPITAL PRI INTEREST INCOME 900099   14 1,504  
    dFAIR FOOD NETWORK PRI INTEREST INCOME 900099   14 1,877  
    eVEDC PRI INTEREST INCOME 900099   14 17,433  
    12 Subtotal. Add columns (b), (d), and (e).. -343,275 86,629,326  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1386,286,051
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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 99,534 22,625   76,909

    TY 2015 AllOthProgRltdInvestmentsSch
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount
    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.) 166,667

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

    TY 2015 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. 2009-01-01 153,532 121,616 SL 5 10,898      
    LEASEHOLD IMPRV. 2009-01-01 1,333,097 852,034 SL 11 119,120      
    COMPUTER EQUIP. 2009-01-01 431,231 249,046 SL 5 45,492      
    ART WORK 2009-01-01 84,400 84,400 SL 5 0      

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

    TY 2015 ExpenditureResponsibilityStmt
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    SPITFIRE STRATEGIES
          		1800 M STREET NW SUITE 300 NORTH
    WASHINGTON,DC20036     		2015-11-20 35,000 support the launch and development of andaction, a project connecting cause organizations. 35,000 NO 12/31/2015, 1/2/2017   The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
    NEW YORK FOUNDATION
          		10 EAST 34TH STREET 10TH FLOOR
    NEW YORK,NY10118     		2015-10-15 450,000 TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. 450,000 NO 1/15/2016, 1/15/2017, 1/15/2018, AND 1/15/2019   The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

    TY 2015 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 Surdnas charitable initiative relating to growth of the Latino small business sector. Under the terms of the agreement, a national financial intermediary will disperse the funds to a consortium of five Community Development Financial Institutions ("CDFIs"). This consortium model will build capacity among growing nonprofit lenders (CDFIs) by connecting them with more experienced lenders in a peer support model. The PRI investment and the consortium approach will accelerate the development of these Latino-led CDFIs and allow the deployment of capital to target consumers that are not well served by traditional bank lenders. The capital infusion will support lending to 400 Latino small businesses nationally.
    PART IX-B, LINE 2: 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%.
    PART IX-B, LINE 3: PART IX-B, LINE 3: SUMMARY OF PROGRAM-RELATED INVESTMENTS - LOAN TO AN IRC 501(C)(3) PUBLIC CHARITY TO FURTHER SURDNA'S CHARITABLE INITIATIVE RELATING TO "SUSTAINABLE ENVIRONMENTS." THE PURPOSE OF THE LOAN IS TO PROMOTE GROWTH OF SUSTAINABLE AGRICULTURE AND REBUILDING OF REGIONAL FOOD INFRASTRUCTURE. UNDER THE TERMS OF THE AGREEMENT, THE PUBLIC CHARITY WILL USE PROCEEDS OF THE LOAN SOLELY TO MAKE LOANS TO SOCIAL ENTERPRISES WHICH MAY BE FOR-PROFIT OR NONPROFIT ORGANIZATIONS) FOR THE PURPOSE OF ENABLING THEM TO DO WORK (OR CONDUCT THEIR WORK) IN A MANNER THAT IS SOCIALLY BENEFICIAL AND CHARITABLE WITHIN THE MEANING OF SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE (I.E., "QUALIFYING LOANS") THE LOAN AGREEMENT WILL FURTHER PROVIDE THAT THE FOCUS AREA OF LOANS TO SOCIAL ENTERPRISES WILL BE FOOD AND AGRICULTURE, INCLUDING LOANS TO PROJECTS SUPPORTING LOCAL FOOD SYSTEMS BASED ON SUSTAINABLE AGRICULTURE. THE LOAN DURATION IS 5 YEARS FROM TIME OF ISSUANCE AND THE INTEREST RATE BY SURDNA IS FIXED AT 1%.

    TY 2015 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
    CARDTRONICS PLC 444,479 444,479
    GOOGLE NAME CHANGE ALPHABET 26 364,490 364,490
    ADOBE SYS INC COM 420,906 420,906
    ADR ALIBABA GROUP HLDG LTD-SP 334,377 334,377
    ADR ARM HLDS PLC SPONSORED ISI 866,900 866,900
    ADR ASML HLDG NV NY REG 2012 ( 900,677 900,677
    ADR BAIDU INC SPONSORED ADR 722,531 722,531
    AEROJET ROCKETDYNE HLDGS INC C 448,591 448,591
    ALEXION PHARMACEUTICALS INC CO 493,311 493,311
    AMERISAFE INC COM 949,766 949,766
    ARES CAP CORP COM 432,563 432,563
    ATHENAHEALTH INC COM MON STOCK 1,084,164 1,084,164
    BELMOND LTD COM STOCK 325,078 325,078
    BIOGEN INC COMMON STOCK 148,745 148,745
    BIOMARIN PHARMACEUTICAL INC CO 396,779 396,779
    BROOKDALE SR LIVING INC COM ST 365,409 365,409
    CERNER CORP COM 385,703 385,703
    CHIPOTLE MEXICAN GRILL INC COM 507,645 507,645
    CORRECTIONS CORP AMER 377,276 377,276
    DORMAN PRODS INC COM 418,990 418,990
    FACEBOOK INC CL A CL A 513,519 513,519
    FIRST CASH FINANCIAL SERVICES 529,100 529,100
    FMC TECHNOLOGIES INC COM 523,583 523,583
    GANNETT CO INC COM 1,765,626 1,765,626
    GUANGDONG INVT LTD COM 348,012 348,012
    HAYNES INTL INC COM NEW COM NE 66,306 66,306
    HOWARD HUGHES CORP COM STOCK 138,746 138,746
    HSN INC NEW COM 374,398 374,398
    HURON CONSULTING GROUP INC COM 337,617 337,617
    ILLUMINA INC COM 4,109 4,109
    INFINITY PPTY & CAS CORP COM 550,992 550,992
    INTERPUBLIC GROUP COMPANIES IN 311,922 311,922
    JARDEN CORP COM 358,937 358,937
    LAS VEGAS SANDS CORP COM STK 131,365 131,365
    LENDINGCLUB CORP COM 577,213 577,213
    LINKEDIN CORP CL A 406,032 406,032
    MEDIDATA SOLUTIONS INC COM 535,147 535,147
    MONSANTO CO NEW COM 358,092 358,092
    MSC INDL DIRECT INC CL A COM 221,804 221,804
    MTS SYS CORP COM 631,212 631,212
    NIKE INC CL B 496,692 496,692
    PALO ALTO NETWORKS INC COM USD 315,001 315,001
    POOL CORP COM STK 515,114 515,114
    REGENERON PHARMACEUTICALS INC 133,682 133,682
    RINGCENTRAL INC CL A CL A 326,483 326,483
    RUSH ENTERPRISES INC CL A CL A 1,574,303 1,574,303
    SALESFORCE COM INC COM STK 447,638 447,638
    SCHLUMBERGER LTD COM COM 451,784 451,784
    SCHWAB CHARLES CORP COM NEW 472,721 472,721
    SOUTHWESTERN ENERGY CO COM 232,734 232,734
    SPLUNK INC COMSTK COM USD0.001 917,581 917,581
    STANCORP FINL GROUP INC COM 175,772 175,772
    STRATEGIC HOTELS & RESORTS INC 226,735 226,735
    TESARO INC COM 207,120 207,120
    TESCO CORP COM 347,273 347,273
    THE PRICELINE GROUP INC 424,116 424,116
    THERMON GROUP HLDGS INC 1,837,562 1,837,562
    TWENTY-FIRST CENTY FOX INC CL 34,983 34,983
    UNIFIRST CORP MASS COM 252,301 252,301
    VIASAT INC COM 334,418 334,418

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    US Government Securities - End of Year Book Value:

    2,099,215
    US Government Securities - End of Year Fair Market Value:

    2,099,215
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 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
    MFO DFA EMERGING MARKETS VALUE FMV 21,803,572 21,803,572
    MFO GMO QUALIFIED FUND III FMV 12,096,691 12,096,691
    MFO PRUDENTIAL JENNISON NATURA FMV 23,827,281 23,827,281
    MFO MORGAN STANLEY INSTL FUND FMV 13,528,143 13,528,143
    MFO GMO TRUST GLOBAL EQUITY AL FMV 60,460,968 60,460,968
    MFO HARDING LOEVNER FUNDS INC FMV 18,066,385 18,066,385
    CF SSGA U.S GOVT CREDIT BOND I FMV 89,733,699 89,733,699
    MFB NTGI-QM COMMON DIVERSIFIED FMV 8,945,903 8,945,903
    SILCHESTER INTERNATIONAL VALUE FMV 20,549,990 20,549,990
    NTGI-QM COMMON DAILY S&P 500 E FMV 306 306
    4D GLOBAL ENERGY INVESTMENTS P FMV 3,578,375 3,578,375
    ABRY ADVANCED SECURITIES FUND FMV 815,424 815,424
    ABRY PARTNERS VII LP FMV 3,019,001 3,019,001
    ABRY PARTNERS VIII LP FMV 2,893,744 2,893,744
    ABRY SENIOR EQUITY III FMV 826,105 826,105
    ABRY SENIOR EQUITY IV FMV 2,528,243 2,528,243
    ADAGE CAPITAL PARTNERS, LP FMV 58,170,883 58,170,883
    APOLLO EUROPEAN PRINCIPAL FINA FMV 2,445,641 2,445,641
    ARCLIGHT ENERGY PARTNERS FUND FMV 1,185,976 1,185,976
    ARSENAL CAPITAL PARTNERS III L FMV 3,843,093 3,843,093
    ARSENAL CAPITAL PARTNERS IV-B FMV 616,407 616,407
    ARTIMAN VENTURES 2014, L.P. FMV 664,996 664,996
    ARTIMAN VENTURES SELECT 2014, FMV 933,130 933,130
    ARTIMAN VENTURES SPECIAL OPPOR FMV 1,367,279 1,367,279
    ASIA ALTERNATIVES CAPITAL PART FMV 4,518,012 4,518,012
    ASIA ALTERNATIVES CAPITAL PART FMV 1,145,955 1,145,955
    ASIA ALTERNATIVES DELAWARE III FMV 172,396 172,396
    ASPECT VENTURES, LP FMV 1,537,423 1,537,423
    ATALAYA SPECIAL OPPORTUNITIES FMV 1,567,183 1,567,183
    BAIN CAPITAL ASIA FUND, LP FMV 1,360,087 1,360,087
    BAIN CAPITAL EUROPE FUND III, FMV 3,663,780 3,663,780
    BAIN CAPITAL FUND IX, LP FMV 5,369,912 5,369,912
    BAIN CAPITAL FUND X LP FMV 7,807,786 7,807,786
    BAIN CAPITAL IX COINVESTMENT F FMV 1,252,147 1,252,147
    BAUPOST VALUE PARTNERS IV, LP FMV 36,443,320 36,443,320
    BENNETT OFFSHORE RESTRUCTURING FMV 8,235,637 8,235,637
    BERKSHIRE MULTIFAMILY VALUE FU FMV 2,344,436 2,344,436
    BLUE WATER ENERGY FUND 1-A LP FMV 2,685,819 2,685,819
    BPG INVESTMENT PARTNERSHIP VII FMV 1,638,610 1,638,610
    BROOKSIDE CAYMAN, LTD FMV 7,458,324 7,458,324
    CARMEL PARTNERS INVESTMENT FUN FMV 1,178,301 1,178,301
    CHARLESBANK EQUITY FUND VII LP FMV 2,921,141 2,921,141
    CHARLESBANK EQUITY FUND VIII L FMV 1,689,179 1,689,179
    COATUE OFFSHORE LTD CLASS A D- FMV 15,295,762 15,295,762
    COMMONFD CAPITAL INTL PARTNERS FMV 1,706,950 1,706,950
    COMMONFUND CAP PRIVATE EQUITY FMV 1,492,113 1,492,113
    COMMONFUND CAP PRIVATE EQUITY FMV 3,175,379 3,175,379
    COMMONFUND CAPITAL INTL PARTNE FMV 473,715 473,715
    COMMONFUND CAPITAL NATURAL RES FMV 5,147,812 5,147,812
    COMMONFUND CAPITAL VENTRUE PTR FMV 2,705,740 2,705,740
    COMMONFUND CAPITAL VENTURE PTR FMV 814,562 814,562
    CONTRARIAN C1A CLASS A SERIES FMV 10,379,820 10,379,820
    CONVEXITY CAPITAL OFFSHORE FMV 14,952,801 14,952,801
    DAVIDSON KEMPNER INST PARTNERS FMV 16,668,174 16,668,174
    DBL PARTNERS III LP FMV 1,314,089 1,314,089
    DOVER STREET VII CAYMAN FUND, FMV 1,885,916 1,885,916
    ENCAP ENERGY CAPITAL FUND VI-B FMV 267,712 267,712
    ENCAP ENERGY CAPITAL FUND VII- FMV 551,187 551,187
    ENCAP FLATROCK MIDSTREAM FUND FMV 2,703,195 2,703,195
    ENCAP FLATROCK MIDSTREAM FUND FMV 777,627 777,627
    ENDOWMENT PRIVATE EQUITY PARTN FMV 778,139 778,139
    ENDOWMENT VENTURE PARTNERS V, FMV 1,510,390 1,510,390
    ENERVEST ENERGY INSTITUTIONAL FMV 1,438,340 1,438,340
    ENERVEST ENERGY INSTITUTIONAL FMV 4,570,408 4,570,408
    ENERVEST ENERGY INSTITUTIONAL FMV 3,837,059 3,837,059
    ENERVEST ENERGY INSTITUTIONAL FMV 4,611,424 4,611,424
    ESG CROSS BORDER EQUITY OFFSHO FMV 10,931,801 10,931,801
    EUROPA FUND III FMV 1,883,575 1,883,575
    FARALLON CAPITAL INSTITUTIONAL FMV 1,966,628 1,966,628
    FORTRESS INVESTMENT FUND V (CO FMV 1,588,266 1,588,266
    FORTRESS INVESTMENT FUND V B, FMV 4,524,564 4,524,564
    FRONTIER SMALL CAP GROWTH FUND FMV 8,645,012 8,645,012
    GENERAL CATALYST GROUP VI FMV 6,632,623 6,632,623
    GENERAL CATALYST GROUP VII, LP FMV 2,506,535 2,506,535
    GENERAL CATALYST GROUP VII SUP FMV 94,337 94,337
    GENERAL CATALYST GROUP VIII, L FMV 260,656 260,656
    GREENFIELD ACQUISITION PARTNER FMV 546,991 546,991
    GREENLIGHT CAPITAL OFFSHORE (G FMV 7,819,139 7,819,139
    HARVEST MLP INCOME FUND FMV 19,112,913 19,112,913
    HHR ATLAS LTD CLASS C SERIES 1 FMV 15,682,584 15,682,584
    HIGHFIELDS CAPITAL IV, LP FMV 20,473,700 20,473,700
    HIGHLAND CAPITAL PARTNERS 9 LP FMV 2,168,007 2,168,007
    HIGHLAND CAPITAL PARTNERS VIII FMV 2,661,966 2,661,966
    HIGHLINE CAPITAL INTERNATIONAL FMV 15,233,582 15,233,582
    HITCHWOOD CAPITAL FUND LTD SER FMV 9,980,755 9,980,755
    HSH CAYMAN PARTNERS LP FMV 4,156 4,156
    ICON VENTURES V, L.P. FMV 3,034,818 3,034,818
    INDUS ASIA PACIFIC FUND LTD FMV 97,833 97,833
    INTERWEST PARTNERS X, LP FMV 2,236,112 2,236,112
    JC FLOWERS II, LP FMV 959,468 959,468
    KABOUTER INTERNATIONAL OPPORTU FMV 22,655,590 22,655,590
    KAYNE ANDERSON ENERGY FUND V ( FMV 2,018,518 2,018,518
    KAYNE ANDERSON ENERGY FUND VI FMV 2,152,533 2,152,533
    LIME ROCK RESOURCES IV-A LP FMV 118,987 118,987
    LONE STAR FUND IV (US), LP FMV 70,017 70,017
    LONE STAR FUND V (US), LP FMV 3,010,166 3,010,166
    LONE STAR FUND VI (US), LP FMV 2,519,106 2,519,106
    LONE STAR FUND VII (US) LP FMV 436,745 436,745
    LONE STAR FUND VIII (U.S.), L. FMV 2,578,725 2,578,725
    LONE STAR REAL ESTATE FUND (US FMV 387,918 387,918
    MADISON DEARBORN CAPITAL PARTN FMV 329,384 329,384
    MADISON DEARBORN CAPITAL PARTN FMV 1,283,678 1,283,678
    MADISON INTERNATIONAL RE LIQUI FMV 343,183 343,183
    MADISON INTERNATIONAL RE LIQUI FMV 1,973,819 1,973,819
    MADISON INTERNATIONAL REAL EST FMV 784,167 784,167
    MISCELLANEOUS ASSETS FMV 125,286 125,286
    MORGENTHALER VENTURE PARTNERS FMV 3,812,049 3,812,049
    NCD PARTNERS V, LP FMV 2,744,019 2,744,019
    NORTH BRIDGE GROWTH EQUITY II, FMV 2,340,863 2,340,863
    NORTHGATE PRIVATE EQUITY PARTN FMV 9,245,252 9,245,252
    NORTHGATE VENTURE PARTNERS III FMV 8,852,089 8,852,089
    OZ OVERSEAS FUND, LTD FMV 545,783 545,783
    PARK STREET CAPITAL NATURAL RE FMV 3,075,217 3,075,217
    PATRON CAPITAL LP III FMV 1,105,000 1,105,000
    PATRON CAPITAL LP IV FMV 2,735,071 2,735,071
    PEAKSPAN CAPITAL GROWTH PARTNE FMV 360,568 360,568
    PERRY PARTNERS INTERNATIONAL, FMV 27,113 27,113
    PHOENIX ASIA REAL ESTATE INVES FMV 2,189,391 2,189,391
    PROSPECT HARBOR CREDIT PARTNER FMV 106,966 106,966
    RIVERSIDE CAPITAL APPRECIATION FMV 1,729,972 1,729,972
    RMS EVERGREEN US FORESTLAND FMV 8,315,822 8,315,822
    SANKATY CREDIT OPPORTUNITIES ( FMV 685,817 685,817
    SANKATY CREDIT OPPORTUNITIES I FMV 1,415,830 1,415,830
    SENTAKU INVESTORS, LLC FMV 13,137 13,137
    SHORENSTEIN REALTY INVESTORS N FMV 759,836 759,836
    SIGMA PRIME PARTNERS IX FMV 1,357,221 1,357,221
    SIRIOS OVERSEAS FUND A/1E FMV 15,726,905 15,726,905
    SOFINNOVA CAPITAL VIII FMV 644,864 644,864
    SOMERSET GLOBAL EMERGING MARKE FMV 15,583,263 15,583,263
    SOUTHERN CROSS LATIN AMERICA P FMV 1,825,321 1,825,321
    SUMMIT PARTNERS GROWTH EQUITY FMV 2,835,435 2,835,435
    SUMMIT PARTNERS VENTURE CAPITA FMV 1,298,055 1,298,055
    TACONIC OFFSHORE 1.5 LTD CLASS FMV 9,686,550 9,686,550
    TIFF PARTNERS III, LLC FMV 627,068 627,068
    TPG ENDOWMENT FUND V, L.P. FMV 2,147,839 2,147,839
    TPG ENDOWMENT FUND VI, LP FMV 3,238,321 3,238,321
    VENROCK ASSOCIATES VI FMV 4,812,984 4,812,984
    VENROCK ASSOCIATES VII FMV 1,117,338 1,117,338
    VIKING GLOBAL EQUITY III LTD C FMV 18,656,592 18,656,592
    VISTA EQUITY PARTNERS VI-A LP FMV 484,318 484,318
    WELLINGTON SPINDRIFT CLASS S S FMV 93,855 93,855
    WELLINGTON SPINDRIFT CLASS S S FMV 5,573 5,573
    WELLINGTON SPINDRIFT CLASS S S FMV 120,930 120,930
    WELLINGTON SPINDRIFT CLASS S S FMV 41,592 41,592
    WELLINGTON SPINDRIFT CLASS S S FMV 153,766 153,766
    WELLINGTON SPINDRIFT CLASS S S FMV 70,898 70,898
    WESTBROOK RE FUND IX FMV 2,144,027 2,144,027
    WGI EMERGING MARKETS LLC FUND FMV 25,021,167 25,021,167

    TY 2015 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. 153,532 132,514 21,018  
    LEASEHOLD IMPRV. 1,333,097 971,154 361,943  
    COMPUTER EQUIP. 431,231 294,538 136,693  
    ART WORK 84,400 84,400    


    TY 2015 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 49,318 32,985   16,333


    TY 2015 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 954,980 3,102,518 3,102,518
    PREPAID EXCISE TAXES   1,539,236 1,539,236


    TY 2015 OtherDecreasesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Amount
    NET UNREALIZED LOSS ON INVESTMENTS 95,591,819


    TY 2015 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 6,294     6,294
    CONFERENCE/REGISTRATION 91,802     91,802
    INSURANCE 48,385     48,385
    INTERNET/SOFTWARE 97,283     97,283
    MEMBERSHIPS 174,722     174,722
    MISCELLANEOUS 116,323     116,323
    OFFICE SUPPLIES 106,028     106,028
    PARTNERSHIP EXP   7,431,004    
    PER DIEM SALARIES 81,131     81,131
    POSTAGE 10,911     10,911
    TELEPHONE 95,544     95,544
    ANNUAL REPORT 24,030     24,030
    COMPUTER TRAINING 4,950     4,950


    TY 2015 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 71,774,412 40,497  
    INCOME      
    RSF PRI INTEREST INCOME 7,316 7,316  
    BOC CAPITAL PRI INTEREST INCOME 1,504 1,504  
    FAIR FOOD NETWORK PRI INTEREST INCOME 1,877 1,877  
    VEDC PRI INTEREST INCOME 17,433 17,433  
    LESS INCOME TAXED AS UNRELATED BUSINESS      
    INCOME (IRC 4940(C)(2))   343,275  


    TY 2015 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    
    SECURITIES LENDING    
    AGREEMENT    


    TY 2015 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 1,592,153     1,592,153
    EXECUTIVE SEARCH FEES 59,930     59,930
    INVESTMENT MANAGEMENT 2,758,398 2,758,398    


    TY 2015 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. 1,006,222      
    UNRELATED BUSINESS INCOME TAX 1,500,000      
    FOREIGN TAXES PAID   224,233    
    STATE UNRELATED BUSINESS        
    INCOME TAX   57,694