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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
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)200 MADISON AVENUE FL 25
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10016
A Employer identification number

13-6108163
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$1,041,308,286
J 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.............
3 Interest on savings and temporary cash investments 271,898 271,898  
4 Dividends and interest from securities... 4,119,813 15,169,264  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,897,014
b Gross sales price for all assets on line 6a 93,501,825
7 Capital gain net income (from Part IV, line 2)... 39,031,095
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)....... 61,272,166 2,769,479  
12 Total. Add lines 1 through 11........ 81,560,891 57,241,736  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,277,673 135,185   2,052,366
14 Other employee salaries and wages...... 1,431,058     1,431,058
15 Pension plans, employee benefits....... 1,340,746 28,267   1,293,634
16a Legal fees (attach schedule)......... 92,690 57,652 0 35,038
b Accounting fees (attach schedule)....... 100,335 21,918 0 78,417
c Other professional fees (attach schedule).... 4,597,259 3,084,436   1,512,823
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 0 415,284    
19 Depreciation (attach schedule) and depletion... 184,097    
20 Occupancy.............. 1,496,615     1,496,615
21 Travel, conferences, and meetings....... 609,698     609,698
22 Printing and publications.......... 34,094     34,094
23 Other expenses (attach schedule)....... 948,427 9,432,065   1,146,685
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,112,692 13,174,807 0 9,690,428
25 Contributions, gifts, grants paid....... 37,247,072 36,143,362
26 Total expenses and disbursements. Add lines 24 and 25 50,359,764 13,174,807 0 45,833,790
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 31,201,127
b Net investment income (if negative, enter -0-) 44,066,929
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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......... 32,635,603 34,556,388 34,556,388
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.......... 291,680 134,238 134,238
10a Investments—U.S. and state government obligations (attach schedule) 1,593,301 Click to see attachment1,040,704 1,040,704
b Investments—corporate stock (attach schedule)....... 49,043,357 Click to see attachment51,418,553 51,418,553
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).......... 914,765,899 Click to see attachment937,872,621 937,872,621
14 Land, buildings, and equipment: basis bullet3,077,115
Less: accumulated depreciation (attach schedule) bullet209,445 296,111 Click to see attachment2,867,670 2,867,670
15 Other assets (describe bullet) Click to see attachment5,998,991 Click to see attachment13,418,112 Click to see attachment13,418,112
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,004,624,942 1,041,308,286 1,041,308,286
Liabilities 17 Accounts payable and accrued expenses.......... 801,402 1,841,397
18 Grants payable................. 27,385,000 28,488,710
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)......... 28,186,402 30,330,107
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 976,438,540 1,010,978,179
30 Total liabilities and net assets/fund balances (see instructions). 1,004,624,942 1,041,308,286
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
976,438,540
2
Enter amount from Part I, line 27a .....................
2
31,201,127
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,338,512
4
Add lines 1, 2, and 3 ..........................
4
1,010,978,179
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,010,978,179
Form 990-PF (2019)
Form 990-PF (2019)
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 66,124,532   54,470,730 11,653,802
b 27,377,293     27,377,293
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       11,653,802
b       27,377,293
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 39,031,095
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))
2018 48,203,643 956,120,769 0.050416
2017 47,688,415 936,709,499 0.050911
2016 43,921,076 999,233,846 0.043955
2015 47,409,793 946,120,213 0.05011
2014 41,554,950 840,389,978 0.049447
2
Total of line 1, column (d) .....................
2
0.244839
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048968
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
1,009,801,186
5
Multiply line 4 by line 3......................
5
49,447,944
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
440,669
7
Add lines 5 and 6........................
7
49,888,613
8
Enter qualifying distributions from Part XII, line 4,.............
8
50,918,080
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 440,669
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........................... 3 440,669
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- ..... 5 440,669
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 2,202,906
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 2,202,906
8 Enter any penalty for underpayment of estimated tax. Check here 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 1,762,237
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,762,237 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? ....................
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 changes....
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.
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 2019 or the taxable year beginning in 2019? See the 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 (2019)
    Form 990-PF (2019)
    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 atbullet200 MADISON AVENUENEW YORKNY ZIP+4bullet10016
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    576,770 103,051 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MARC DE VENOGE CFO AND ASSISTANT TREASURER
    40.0
    450,615 94,224 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    ELIZABETH FADER VP PROGRAMS
    40.0
    316,154 53,416 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    LETICIA PEGUERO EXECUTIVE DIRECTOR
    40.0
    217,878 40,950 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    SHAWN ESCOFFERY PRGM DIR.- STRONG LOCAL ECON.
    40.0
    197,206 38,415 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JUDILIEE REED PROGRAM DIR. THRIVING CULTURES
    40.0
    70,416 35,991 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    HELEN CHIN PRGM DIR -SUSTAINABLE ENVIRON.
    40.0
    188,633 56,084 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    SHUAIB SIDDIQUI DIR. OF MISSION RELATED INVEST
    40.0
    195,963 38,957 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    HARRIET BRAUNE DIRECTOR OF COMMUNICATIONS
    40.0
    64,038 29,014 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    PETER B BENEDICT II CHAIRPERSON
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    CARRA COTE-ACKAH VICE CHAIRPERSON
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    PETER C VOORHEES TREASURER/SECRETARY
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    BRUCE ABERNETHY DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JUDY BELK DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    CAITLIN BOGER-HAWKINS DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JOCELYN DOWNIE DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    CAMERON GRIFFITH DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    KELLY NOWLIN DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    TRACY PALANDJIAN DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MICHAEL SPENSLEY DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    TIMOTHY THORPE DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    GWEN WALDEN DIRECTOR
    1.0
    0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    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
    40.0
    226,905 54,845 0
    200 MADISON AVENUE 25TH FL
    NEW YORK,NY10016
    MATTHEW WALEGIR CONTROLLER
    40.0
    145,577 50,930 0
    200 MADISON AVENUE 25TH FL
    NEW YORK,NY10016
    JESSICA GARZ PROGRAM OFFICER
    40.0
    140,944 31,100 0
    200 MADISON AVENUE 25TH FL
    NEW YORK,NY10016
    ALISON CORWIN PROGRAM OFFICER
    40.0
    122,338 28,868 0
    200 MADISON AVENUE 25TH FL
    NEW YORK,NY10016
    KELLIE TERRY PROGRAM OFFICER
    40.0
    94,855 32,949 0
    200 MADISON AVENUE 25TH FL
    NEW YORK,NY10016
    Total number of other employees paid over $50,000...................bullet 9
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    PETRETTI & ASSOCIATES LLC CONSTRUCTION MGMT. 2,572,286
    270 MADISON AVENUE SUITE 704
    NEW YORK,NY10016
    CAMBRIDGE ASSOCIATES INVESTMENT CONSULT. 1,811,143
    100 SUMMER STREET
    BOSTON,MA02110
    SILCHESTER INVESTMENT MGMT. 866,438
    1 BURTON STREET
    LONDON   W1J 6TL
    UK
    THE NORTHERN TRUST COMPANY CUSTODIAL BANK 412,018
    50 S LASALLE STREET
    CHICAGO,IL60675
    SANDS CAPITAL MANAGEMENT INVESTMENT MGMT. 227,005
    1101 WILSON BOULEVARD SUITE 2300
    ARLINGTON,VA22209
    Total number of others receiving over $50,000 for professional services.............bullet15
    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 METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 1,500,000
    2 LOAN TO FAIR FOOD NETWORK, INC. (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 333,333
    All other program-related investments. See instructions.
    3 Click to see attachment 385,622
    Total. Add lines 1 through 3.........................bullet2,218,955
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    312,605,083
    b
    Average of monthly cash balances.......................
    1b
    33,061,740
    c
    Fair market value of all other assets (see instructions)................
    1c
    679,512,046
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,025,178,869
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,025,178,869
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,377,683
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,009,801,186
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    50,490,059
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    50,490,059
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    440,669
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    440,669
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    50,049,390
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    50,049,390
    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
    50,049,390
    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
    45,833,790
    b
    Program-related investments—total from Part IX-B..................
    1b
    2,218,955
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    2,865,335
    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
    50,918,080
    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
    440,669
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    50,477,411
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 50,049,390
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2015, 2014, 2013 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 1,019,579
    b From 2015...... 1,376,116
    c From 2016......  
    d From 2017...... 1,666,516
    e From 2018...... 926,689
    fTotal of lines 3a through e........ 4,988,900
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 50,918,080
    a Applied to 2018, 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 2019 distributable amount..... 50,049,390
    e Remaining amount distributed out of corpus 868,690
    5 Excess distributions carryover applied to 2019.    
    (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 5,857,590
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    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) .......
     
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    1,019,579
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    4,838,011
    10 Analysis of line 9:
    a Excess from 2015.... 1,376,116
    b Excess from 2016....  
    c Excess from 2017.... 1,666,516
    d Excess from 2018.... 926,689
    e Excess from 2019.... 868,690
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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
    200 MADISON AVENUE
    NEW YORK,NY10016
    (212) 557-0010
    bThe form in which applications should be submitted and information and materials they should include:
    SURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. https://surdna.fluxx.io/lois/new?utf8=%E2%9C%93&commit=Submit+a+Surdna +LOI
    cAny submission deadlines:
    THERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH T
    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 FOUNDATION'S WEBSITE FOR FURTHER DETAIL. https://surdna.org/prospective-grantees/
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    2164
    445 Park Avenue Suite 16A
    New York,NY10022
    No relationship PC General support 25,000
    A Long Walk Home
    1658 N Milwaukee Ave Suite 104
    Chicago,IL60647
    No relationship PC General support 500
    A Shot for Life Incorporated
    80 Poplar St
    Watertown,MA02472
    No relationship PC General support 215
    Acumen Fund Inc
    40 Worth St suite 303
    New York,NY10013
    No relationship PC General support 120,000
    AgitArte Inc
    678 Massachusetts Ave Suite 504
    Cambridge,MA02139
    No relationship PC General support 4,214
    Alliance for a Just Society
    3518 South Edmunds St
    Seattle,WA98118
    No relationship PC General support 125,000
    Alliance for Global Justice
    225 E 26th St Suite 1
    Tucson,AZ85713
    No relationship PC General support 35,000
    Alliance For Justice
    Eleven Dupont Circle NW Suite 200
    Washington,DC20036
    No relationship PC General support 50,000
    Allied Media Projects
    1426 Third Ave
    Detroit,MI48201
    No relationship PC General support 75,000
    Alternate ROOTS
    1270 Caroline St
    Atlanta,GA30307
    No relationship PC General support 100,000
    American Conservation Film Festival
    PO Box 889
    Shepherdstown,WV25443
    No relationship PC General support 5,000
    American Jewish Joint Distribution Committee
    PO Box 4124
    New York,NY10163
    No relationship PC General support 180
    American Sustainable Business Institute
    1401 New York Ave NW Suite 122
    Washington,DC20005
    No relationship PC General support 185,000
    American Youth Policy Forum
    1200 18th Street NW Suite 1200
    Washington,DC20036
    No relationship PC General support 81,222
    Amigos del Museo del Barrio Inc
    1230 Fifth Avenue
    New York,NY10029
    No relationship PC General support 50,000
    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 4,000
    Appalachian Mountain Club
    5 Joy Street
    Boston,MA02108
    No relationship PC General support 10,000
    Arizona State Uni FdN for a New American Uni
    300 E University Drive 6th Floor
    Tempe,AZ85281
    No relationship PC General support 200,000
    Art Council Inc
    45 Main Street Suite 515
    Brooklyn,NY11201
    No relationship PC General support 50,000
    Arts & Humanities Alliance of Jefferson County
    PO Box 2051
    Shepherdstown,WV25443
    No relationship PC General support 10,000
    AS220
    95 Mathewson Street 204
    Providence,RI02903
    No relationship PC General support 75,000
    Asian Arts Initiative
    1219 Vine Street
    Philadelphia,PA19107
    No relationship PC General support 75,000
    Asian Pacific Environmental Network
    426 17th Street Suite 500
    Oakland,CA94612
    No relationship PC General support 100,000
    Association of Baltimore Area Grantmakers
    2 East Read St 2nd Fl
    Baltimore,MD21202
    No relationship PC General support 150,000
    Association of Black Foundation Exec Inc
    42 Broadway 20th Floor
    New York,NY10004
    No relationship PC General support 30,000
    Association of Small Foundations
    1720 N Street NW
    Washington,DC20036
    No relationship PC General support 25,000
    Astraea Foundation
    116 East 16th Street 7th Floor
    New York,NY10003
    No relationship PC General support 35,000
    B Lab Company
    155 E Lancaster Ave
    Wayne,PA19087
    No relationship PC General support 125,000
    Baltimore Community Foundation
    2 E Read St Suite 101
    Baltimore,MD21202
    No relationship PC General support 500,000
    Bend International School
    63020 OB Riley Road
    Bend,OR97703
    No relationship PC General support 10,000
    Bend Science Station
    1027 NW Trenton Avenue
    Bend,OR97703
    No relationship PC General support 10,000
    Bend the Arc - A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY10001
    No relationship PC General support 75,000
    Bend's Community Center
    1036 NE 5th Street
    Bend,OR97701
    No relationship PC General support 5,000
    Berkeley Repertory Theatre
    999 Harrison Street
    Berkeley,CA94710
    No relationship PC General support 12,500
    Beth Chayim Chadashim
    6090 W Pico Blvd
    Los Angeles,CA90035
    No relationship PC General support 12,500
    Better Together
    2804 SW 6th Street
    Redmond,OR97756
    No relationship PC General support 10,000
    Black Alliance for Just Immigration
    660 Nostrand Avenue
    Brooklyn,NY11216
    No relationship PC General support 65,000
    Blue Engine Inc
    75 BROAD STREET SUITE 2900
    NY,NY10004
    No relationship PC General support 12,500
    Blue Green Alliance Foundation
    1300 Godward Street NE 2625
    Minneapolis,MN55413
    No relationship PC General support 75,000
    Board of Regents of the Uni of Wisconsin Sys
    UW-Madison GAR Account
    Milwaukee,WI53278
    No relationship PC General support 150,000
    BoardSource
    750 9th Street NW Suite 650
    Washington,DC20001
    No relationship PC General support 25,000
    Boston Arts Academy Foundation
    174 Ipswich Street
    Boston,MA02215
    No relationship PC General support 10,000
    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 2,000
    Boys and Girls Club of Puerto Rico
    501 Avenida Roberto H Todd
    San Juan,PR00907
    No relationship PC General support 750
    Bread & Roses Community Fund
    1315 Walnut Street
    Philadelphia,PA19107
    No relationship PC General support 36,175
    Breast Cancer Prevention Partners
    1388 Sutter Street Suite 400
    San Francisco,CA94109
    No relationship PC General support 20,000
    Brookings Institution
    1775 Massachusetts Avenue NW
    Washington,DC20036
    No relationship PC General support 300,000
    Brooklyn Arts Exchange Inc
    421 Fifth Ave
    Brooklyn,NY11215
    No relationship PC General support 50,000
    buildingcommunityWORKSHOP
    416 S Ervay Street
    Dallas,TX75201
    No relationship PC General support 75,000
    Business Alliance for Local Living Economies
    2323 Broadway
    Oakland,CA94612
    No relationship PC General support 75,000
    Cacapon and Lost Rivers Land Trust
    PO Box 58
    Wardensville,WV26851
    No relationship PC General support 200
    California Partnership for Safe Communities
    825 Washington Street Suite 200
    Oakland,CA94607
    No relationship PC General support 90,000
    Cambodian Mutual Assistance Association
    465 School Street
    Lowell,MA01851
    No relationship PC General support 100
    Camp Sojourner Girls' Leadership Camp
    801 S 48th Street
    Philadelphia,PA19143
    No relationship PC General support 534
    Camp Tamarack
    2608 NW Robert Way
    Bend,OR97701
    No relationship PC General support 5,000
    Campaign for the Fair Sentencing of Youth
    1319 F St NW
    Washington,DC20004
    No relationship PC General support 100,000
    Campaign for Youth Justice
    1220 L St NW Suite 605
    Washington,DC20005
    No relationship PC General support 75,000
    Cantus
    1202 Marquette Ave S Suite 100
    Minneapolis,MN55403
    No relationship PC General support 5,000
    Center for Children's Law and Policy
    1701 K Street NW
    Washington,DC20006
    No relationship PC General support 80,000
    Center for Cultural Innovation
    244 S San Pedro St Suite 401
    Los Angeles,CA90012
    No relationship PC General support 300,000
    Center for Effective Philanthropy
    675 Massachusetts Avenue 7th Floor
    Cambridge,MA02139
    No relationship PC General support 50,000
    Center for Heirs Property
    1535 Sam Rittenberg Blvd
    Charleston,SC29407
    No relationship PC General support 100,000
    Center for Law and Social Policy
    1200 18th Street NW
    Washington,DC20036
    No relationship PC General support 100,000
    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 685,500
    Center for Story-based Strategy
    654 13th St 2
    Oakland,CA94612
    No relationship PC General support 75,000
    Center for Teen Empowerment
    392 Genesee Street
    Rochester,NY14611
    No relationship PC General support 75,000
    Center for Urban Pedagogy
    232 Third Street D201
    Brooklyn,NY11215
    No relationship PC General support 75,000
    Central Oregon Community College Foundation
    2600 NW College Way
    Bend,OR97701
    No relationship PC General support 2,000
    CGDCNY Inc
    45 Ludlow Street
    Yonkers,NY10701
    No relationship PC General support 50,000
    Chewonki Foundation Inc
    485 Chewonki Neck Road
    Wiscasset,ME04578
    No relationship PC General support 10,000
    Chicago United Inc
    300 E Randolph Street
    Chicago,IL60601
    No relationship PC General support 125,000
    Children's Aid Society
    711 Third Avenue Suite 700
    New York,NY10017
    No relationship PC General support 10,000
    Children's Forest of Central Oregon
    63095 Deschutes Market Road
    Bend,OR97701
    No relationship PC General support 10,000
    Children's Institute
    2121 West Temple St
    Los Angeles,CA90026
    No relationship PC General support 2,500
    Chinook Fund
    1031 33rd Street
    Denver,CO80205
    No relationship PC General support 35,000
    Cintrifuse
    1311 Vine Street
    Cincinnati,OH45202
    No relationship PC General support 100,000
    Class Action Network
    30 Germania Street Building L
    Jamaica Plain,MA02130
    No relationship PC General support 25,000
    Collateral Repair Project
    PO Box 23146
    Brooklyn,NY11202
    No relationship PC General support 500
    Colon Cancer Coalition
    5666 Lincoln Dr
    Edina,MN55436
    No relationship PC General support 303
    ColorOfChangeorg Education Fund
    1714 Franklin St Ste 100-136
    Oakland,CA94612
    No relationship PC General support 75,000
    Common Counsel Foundation
    1624 Franklin St 1022
    Oakland,CA94612
    No relationship PC General support 175,000
    Common Market Philadelphia Inc
    428 E Erie Ave
    Philadelphia,PA19134
    No relationship PC General support 150,000
    Communities United
    4749 N Kedzie
    Chicago,IL60625
    No relationship PC General support 75,000
    Community Arts Stabilization Trust
    70 Otis Street 1st Floor
    San Francisco,CA94103
    No relationship PC General support 100,000
    Community Foundation of New Jersey
    35 Knox Hill Road
    Morristown,NJ07963
    No relationship PC General support 1,000
    Community Foundation of the Virgin Islands
    PO BOX 11790
    ST THOMAS,VI00801
    No relationship PC General support 1,250
    Community Labor United
    8 BEACON STREET 5TH FLOOR
    Boston,MA02108
    No relationship PC General support 50,000
    Community LIFT
    119 S Court Avenue
    Memphis,TN38103
    No relationship PC General support 375,000
    COMPAS
    75 Fifth Street West Suite 304
    Saint Paul,MN55102
    No relationship PC General support 5,000
    Confluence Philanthropy
    475 Riverside Drive Suite 900
    New York,NY10115
    No relationship PC General support 75,000
    Connecticut Public Broadcasting
    1049 Asylum Avenue
    Hartford,CT06105
    No relationship PC General support 5,000
    Cookie Cart
    1119 West Broadway Ave
    Minneapolis,MN55411
    No relationship PC General support 5,000
    Corbin Hill Food Project
    475 Riverside Drive Suite 244
    New York,NY10015
    No relationship PC General support 100,000
    Corcoran Gallery of Art & College of ArtDesign
    500 Seventeenth Street NW
    Washington,DC20006
    No relationship PC General support 25,000
    Cristo Rey Boston High School
    100 Savin Hill Avenue
    Boston,MA02125
    No relationship PC General support 1,000
    Crossroads Fund
    3411 W Diversey Ave 20
    Chicago,IL60647
    No relationship PC General support 35,000
    Culver Educational Foundation
    1300 Academy Road 153
    Culver,IN46511
    No relationship PC General support 15,000
    DC Center for the LGBT Community
    2000 14th Street NW Suite 105
    Washington,DC20009
    No relationship PC General support 20,000
    Democracy at Work Institute
    1904 Franklin St Suite 400
    Oakland,CA94612
    No relationship PC General support 250,000
    Democracy Collaborative Foundation
    1422 Euclid Avenue Suite 616
    Cleveland,OH44415
    No relationship PC General support 300,000
    Deschutes United Way
    PO Box 5969
    Bend,OR97708
    No relationship PC General support 3,000
    Design Futures
    232 3rd St D201
    Brooklyn,NY11215
    No relationship PC General support 50,000
    Designing Justice Designing Spaces
    612 Mariposa Avenue 402
    Oakland,CA94610
    No relationship PC General support 100,000
    Didtechnology Inc
    50 Hurt Plaza SE Suite 1610
    Atlanta,GA30303
    No relationship PC General support 200,000
    Docutribe
    200 East 90th Street 8F
    New York,NY10128
    No relationship PC General support 5,000
    Domestic Abuse Project
    204 West Franklin Avenue
    Minneapolis,MN55404
    No relationship PC General support 5,000
    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
    550 Dudley Street
    Roxbury,MA02119
    No relationship PC General support 75,000
    Earth Island Institute
    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 185,000
    Eastern Market Corporation
    2934 Russell Street
    Detroit,MI48207
    No relationship PC General support 100,000
    Economic Policy Institute
    1225 Eye St NW Suite 600
    Washington,DC20005
    No relationship PC General support 150,000
    Edible Schoolyard Project
    1517 Shattuck Avenue
    Berkeley,CA94709
    No relationship PC General support 2,500
    Educate Tomorrow Corp
    1717 N Bayshore Drive Suite 203
    Miami,FL33132
    No relationship PC General support 150,102
    Education Foundation for Bend-La Pine Schools
    520 NW Wall Street Room 325
    Bend,OR97703
    No relationship PC General support 5,000
    EdVestors
    140 Clarendon St
    Boston,MA02116
    No relationship PC General support 2,500
    Efforts of Grace Inc
    1712 Oretha Castle Haley Boulevard
    New Orleans,LA70113
    No relationship PC General support 150,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW
    Washington,DC20036
    No relationship PC General support 150,000
    Eno Center for Transportation
    1710 Rhode Island Avenue NW Suite
    Washington,DC20036
    No relationship PC General support 75,000
    Enslaved African Memorial Committee
    PO Box 463
    Teaneck,NJ07666
    No relationship PC General support 2,500
    Enterprise Community Partners
    111000 Broken Land Parkway Suite 7
    Columbia,MD21044
    No relationship PC General support 75,000
    Environmental Defense Fund
    257 Park Avenue South
    New York,NY10010
    No relationship PC General support 15,000
    Episcopal Academy
    Alumni and Development Office
    Newtown Square,PA19073
    No relationship PC General support 50,000
    Equal Justice USA
    81 Prospect Street
    Brooklyn,NY11201
    No relationship PC General support 75,000
    exalt youth
    175 Remsen Street Suite 1000
    Brooklyn,NY11201
    No relationship PC General support 80,000
    Faces of Giving Inc
    36 S Portland Avenue
    Brooklyn,NY11217
    No relationship PC General support 25,000
    Fair Food Network
    1250 North Main Street North Suite
    Ann Arbor,MI48104
    No relationship PC General support 75,000
    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
    Feed My Starving Children
    401 93rd Avenue NW
    Coon Rapids,MN55433
    No relationship PC General support 500
    Firelight Media Inc
    324 Convent Avenue
    New York,NY10031
    No relationship PC General support 75,000
    First Peoples Fund
    706 West Boulevard
    Rapid City,SD57701
    No relationship PC General support 200,000
    Flynn Center for the Performing Arts
    153 Main Street
    Burlington,VT05401
    No relationship PC General support 80,000
    Food Shift
    c/o Earth Island Institute
    Berkeley,CA94704
    No relationship PC General support 2,500
    Forum for Youth Investment
    7064 Eastern Avenue NW
    Washington,DC20012
    No relationship PC General support 60,000
    Foster Youth in Action
    2140 Shattuck Avenue Suite 504
    Berkeley,CA94704
    No relationship PC General support 50,000
    Foundation Center
    32 Old Slip
    New York,NY10005
    No relationship PC General support 175,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816
    No relationship PC General support 575,000
    Foundation for MetroWest
    3 Eliot St
    Natick,MA01760
    No relationship PC General support 5,000
    Friends of Happy Retreat
    600 Mordington Ave
    Charles Town,WV25414
    No relationship PC General support 3,500
    Friends of York University Inc
    c/o Roha Flaherty
    Washington,DC20006
    No relationship PC General support 10,000
    Funders' Net for Smart Growth & Livable Commun
    1500 San Remo Avenue
    Coral Gables,FL33146
    No relationship PC General support 370,000
    Gehl Institute
    62 William St 7th Fl
    New York,NY10006
    No relationship PC General support 40,000
    Georgia WAND Education Fund Inc
    250 Georgia Avenue
    Atlanta,GA30312
    No relationship PC General support 50,000
    Gifted Education Foundation
    885 Woodstock Road
    Roswell,GA30075
    No relationship PC General support 12,500
    Girls for Gender Equity Inc
    25 Chapel Street
    Brooklyn,NY11201
    No relationship PC General support 50,000
    Giving Back Fund
    6033 West Century Blvd Suite 240
    Los Angeles,CA90045
    No relationship PC General support 25,000
    Global Impact Investing Network
    1 Battery Park Plaza
    New York,NY10004
    No relationship PC General support 100,000
    Global Philanthropy Partnership
    1916 N Mohawk Street Apt 7
    Chicago,IL60614
    No relationship PC General support 450,000
    Grantmakers for Effective Organizations
    1725 DeSales St NW 404
    Washington,DC20036
    No relationship PC General support 55,000
    Grantmakers in the Arts
    522 Courtlandt Ave
    Bronx,NY10451
    No relationship PC General support 35,100
    Grassroots Global Justice
    7000 Carroll Ave Suite 200
    Takoma Park,MD20912
    No relationship PC General support 250,000
    Grassroots Institute for Fundraising Training
    1904 Franklin St Ste 705
    Oakland,CA94612
    No relationship PC General support 50,000
    Greater Milwaukee Comm for Community Dev
    247 Freshwater Way Suite 400
    Milwaukee,WI53204
    No relationship PC General support 175,000
    Greater New Orleans Foundation
    919 St Charles Avenue
    New Orleans,LA70130
    No relationship PC General support 275,000
    Greenlining Institute
    360 14th Street 2nd Floor
    Oakland,CA94602
    No relationship PC General support 200,000
    Groundswell Community Mural Project
    540 President Street
    Brooklyn,NY11215
    No relationship PC General support 100,000
    Groundwork USA
    22 Main Street
    Yonkers,NY10701
    No relationship PC General support 80,000
    Guthrie Center
    2 Van Deusenville Road
    Great Barrington,MA02130
    No relationship PC General support 150
    Haser Inc
    PO Box 649 St Just Station
    Saint Just,PR00978
    No relationship PC General support 17,415
    Head-Royce School
    4315 Lincoln Street
    Oakland,CA94602
    No relationship PC General support 5,000
    Headwaters Foundation for Justice
    2801 21st Avenue South
    Minneapolis,MN55407
    No relationship PC General support 35,000
    Heart of Los Angeles Youth
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057
    No relationship PC General support 175,000
    Hedgebrook
    POB 1231
    Freeland,WA98249
    No relationship PC General support 22,500
    Hennepin Theater Trust
    Nicollet Mall 615
    Minneapolis,MN55403
    No relationship PC General support 5,000
    Hester Street Collaborative
    113 Hester Street
    New York,NY10002
    No relationship PC General support 125,000
    Hill School
    860 Beech Street
    Pottstown,PA19464
    No relationship PC General support 22,500
    Hip Hop Caucus Education Fund
    1638 R Street NW 120
    Washingon,DC20009
    No relationship PC General support 10,000
    Hope Chest for Breast Cancer Foundation
    3850 Shoreline Dr
    Wayzata,MN55391
    No relationship PC General support 5,000
    Huntington Theatre Company
    264 Huntington Avenue
    Boston,MA02115
    No relationship PC General support 2,500
    Ifetayo Cultural Arts Academy Inc
    495 Flatbush Avenue
    Brooklyn,NY11225
    No relationship PC General support 100,000
    Independent Sector
    1602 L Street NW 900
    Washington,DC20036
    No relationship PC General support 25,000
    Inner City Advisors
    2335 Broadway Suite 102
    Oakland,CA94612
    No relationship PC General support 300,000
    Innovation Network for Communities
    156 Grover Lane
    Tamworth,NH03886
    No relationship PC General support 150,000
    Institute for Socio Ecological Research
    PO Box 3151
    Lajas,PR00667
    No relationship PC General support 94,500
    Institute of Contemporary Art
    25 Harbor Shore Drive
    Boston,MA02210
    No relationship PC General support 190,000
    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 2,500
    ISAIAH
    2356 University Ave W
    St Paul,MN55114
    No relationship PC General support 250,000
    Islamic Relief USA
    PO Box 22250
    Alexandria,VA22304
    No relationship PC General support 2,500
    Japanese American Cultural and Community Center
    244 S San Pedro Street
    Los Angeles,CA90012
    No relationship PC General support 75,000
    Jazz at Lincoln Center
    3 Columbus Circle
    New York,NY10019
    No relationship PC General support 100,000
    Jefferson County Historical Society
    228 Washington Street
    Watertown,WV13601
    No relationship PC General support 2,500
    Jobs For The Future
    88 Broad St 8th Floor
    Boston,MA02110
    No relationship PC General support 100,000
    Jobs to Move America
    525 Hewitt Street
    Los Angeles,CA90013
    No relationship PC General support 250,000
    Jobs with Justice Education Fund
    1616 P Street NW Suite 109
    Washington,DC20036
    No relationship PC General support 185,000
    Jobsfirstnyc
    11 Park Place Suite 1602
    New York,NY10007
    No relationship PC General support 75,000
    John E Andrus Memorial Inc
    185 Old Broadway
    HastingsonHudson,NY10706
    No relationship PC General support 1,205,000
    Julia Dyckman Andrus Memorial
    1156 North Broadway
    Yonkers,NY10701
    No relationship PC General support 1,205,250
    Junebug Productions Inc
    1024 Elysian Fields Avenue
    New Orleans,LA70117
    No relationship PC General support 75,000
    Just in Time for Foster Youth
    PO Box 81292
    San Diego,CA92138
    No relationship PC General support 75,000
    JustleadershipUSA
    555 Lenox Avenue Suite 4C
    New York,NY10035
    No relationship PC General support 85,000
    Juvenile Law Center
    1315 Walnut Street Suite 400
    Philadelphia,PA19107
    No relationship PC General support 100,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    Minneapolis,MN55411
    No relationship PC General support 225,000
    Kairos Alive
    4316 Upton Avenue South 206
    Minneapolis,MN55305
    No relationship PC General support 5,000
    Kentucky Coalition
    PO Box 1450
    London,KY40743
    No relationship PC General support 150,000
    Kids Rethink New Orleans Schools
    2020 oc haley blvd
    new orleans,LA70113
    No relationship PC General support 90,000
    Kounkuey Design Initiative
    309 E 8th Street 205
    Los Angeles,CA90014
    No relationship PC General support 100,000
    La Marana
    Calle Trigo 551
    San Juan,PR00907
    No relationship PC General support 30,000
    Land Loss Prevention Project
    PO Box 179
    Durham,NC22702
    No relationship PC General support 75,000
    Laundromat Project
    127 West 127th Street
    New York,NY10027
    No relationship PC General support 75,000
    Leeway Foundation
    1315 Walnut Street Suite 832
    Philadelphia,PA19107
    No relationship PF General support 75,000
    Lincoln Institute of Land Policy
    113 Brattle Street
    Cambridge,MA02138
    No relationship POF General support 150,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017
    No relationship PC General support 100,000
    Los Cenzontles Mexican Arts Center
    13108 San Pablo Avenue
    San Pablo,CA94805
    No relationship PC General support 50,000
    MacPhail Center for Music
    501 South Second Street
    Minneapolis,MN55401
    No relationship PC General support 5,000
    Make the Road New York
    301 Grove Street
    Brooklyn,NY11237
    No relationship PC General support 135,000
    Maria Seymour Brooker Memorial
    157 Litchfield St
    Torrington,CT06790
    No relationship PC General support 10,000
    Marwen Foundation
    833 N Orleans Street
    Chicago,IL60610
    No relationship PC General support 180,000
    Mass Mentoring Partnership
    75 Kneeland St 11th Floor
    Boston,MA02111
    No relationship PC General support 3,000
    Mass Museum of Contemporary Art Fdn Inc
    1040 MASS MoCA Way
    North Adams,MA01247
    No relationship PC General support 50,000
    MassArt Foundation
    621 Huntington Avenue
    Boston,MA02115
    No relationship PC General support 75,000
    McKee Botanical Gardens
    350 US Highway 1
    Vero Beach,FL32962
    No relationship PC General support 10,000
    MENTOR Minnesota
    43 Main Street SE
    Minneapolis,MN55414
    No relationship PC General support 5,000
    Metropolitan Economic Development Association
    250 Second Avenue South Suite 106
    Minneapolis,MN55401
    No relationship PC General support 175,000
    Michigan State Univ College of Veterinary Med
    Veterinary Medical Center
    East Lansing,MI48824
    No relationship PC General support 10,000
    Milton Academy
    170 Center Street
    Milton,MA02186
    No relationship PC General support 10,000
    Minnesota Landscape Arboretum Foundation
    3675 Arboretum Drive
    Chaska,MN55318
    No relationship PC General support 5,000
    Mission Investors Exchange
    1899 L Street NW Suite 850
    Washington,DC20036
    No relationship PC General support 75,000
    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 100,000
    Mortar Cincinnati
    1329 Vine Street
    Cincinnati,OH45202
    No relationship PC General support 100,000
    Movement Strategy Center
    436 14th St 5th floor
    Oakland,CA94612
    No relationship PC General support 800,000
    Ms Foundation for Women
    12 MetroTech Center 26th Floor
    Brooklyn,NY11201
    No relationship PC General support 101,000
    Music and Culture Coalition of New Orleans
    1307 Oretha Castle Haley Blvd Sui
    New Orleans,LA70113
    No relationship PC General support 50,000
    National Assoc for Latino Comm Asset Builders
    5404 Wurzbach Road
    San Antonio,TX78238
    No relationship PC General support 175,000
    National Assoc of Hispanic Nurses - NY Chapter
    PO Box 605026
    Bayside,NY11360
    No relationship PC General support 7,500
    National Association of Latino Arts and Culture
    1208 Buena Vista
    San Antonio,TX78207
    No relationship PC General support 150,000
    National Center for Family Philanthropy
    1667 K Street NW Suite 550
    Washington,DC20006
    No relationship PC General support 5,000
    National Committee for Responsive Philanthropy
    1900 L Street NW Suite 825
    Washington,DC20036
    No relationship PC General support 50,000
    National Diaper Bank Network
    155 East Street Suite 101
    New Haven,CT06511
    No relationship PC General support 523
    National Domestic Workers Alliance
    243 5th Avenue Mailbox 257
    New York,NY10016
    No relationship PC General support 225,000
    National Economic and Social Rights Initiative
    90 John Street Suite 501
    New York,NY10038
    No relationship PC General support 50,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038
    No relationship PC General support 250,000
    National Juvenile Justice Network
    1424 K Street NW
    Washington,DC20005
    No relationship PC General support 75,000
    National Parks Conservation Association
    777 6th Street NW Suite 700
    Washington,DC20001
    No relationship PC General support 10,000
    National Urban Fellows
    1120 Avenue of the Americas 4th Fl
    New York,NY10036
    No relationship PC General support 70,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011
    No relationship PC General support 15,000
    Neighborhood Funders Group
    436 14th Street Suite 425
    Oakland,CA94612
    No relationship PC General support 150,000
    NEO Philanthropy Inc
    45 West 36th Street 6th Flr
    New York,NY10018
    No relationship PC General support 75,000
    New Jersey Future
    16 W Lafayette St
    Trenton,NJ08608
    No relationship PC General support 185,000
    New Orleans Business Alliance
    935 Gravier Street Suite 2020
    New Orleans,LA70112
    No relationship PC General support 250,000
    New Orleans Workers' Center for Racial Justice
    217 North Prieur Street
    New Orleans,LA70112
    No relationship PC General support 145,000
    New Venture Fund
    1201 Connecticut Ave NW 300
    Washington,DC20036
    No relationship PC General support 395,000
    New York City Environmental Justice Alliance
    166A 22nd Street
    Brooklyn,NY11232
    No relationship PC General support 150,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    New York,NY10004
    No relationship PC General support 90,000
    New York Foundation
    10 East 34th Street
    New York,NY10016
    No relationship PF General support 300,000
    New York University
    Office of Gift Administration
    New York,NY10012
    No relationship PC General support 2,500
    Newark Science and Sustainability Inc
    95 Orchard Street
    Newark,NJ07102
    No relationship PC General support 1,500
    Next City
    1500 JFK Blvd 1220
    Philadelphia,PA19102
    No relationship PC General support 250,000
    No One Left Behind
    PO Box 3641
    Merrifield,VA22116
    No relationship PC General support 300
    North Shore Animal League America
    25 Davis Avenue
    Port Washington,NY11050
    No relationship PC General support 200
    North Star Fund
    520 Eighth Avenue Suite 1800
    New York,NY10018
    No relationship PC General support 70,000
    On The Move
    780 Lincoln Avenue
    Napa,CA94558
    No relationship PC General support 12,500
    One America
    1225 S Weller Street Suite 430
    Seattle,WA98146
    No relationship PC General support 85,000
    One Voice Mississippi
    1072 JR Lynch Street
    Jackson,MS39203
    No relationship PC General support 100,000
    Opportunity Finance Network
    Public Ledger Building
    Philadelphia,PA19106
    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 90,000
    Pan Massachusetts Challenge Trust
    77 Fourth Avenue
    Needham,MA02494
    No relationship PC General support 102
    Pangea World Theater
    711 West Lake Street Suite 101
    Minneapolis,MN55408
    No relationship PC General support 75,000
    Partnership for Southern Equity
    100 Peachtree St NE Ste 1960
    Atlanta,GA30303
    No relationship PC General support 125,000
    Partnership for Working Families
    1305 Franklin St
    Oakland,CA94612
    No relationship PC General support 85,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102
    No relationship PC General support 100,000
    People United for Sustainable Housing Inc
    271 Grant Street
    Buffalo,NY14213
    No relationship PC General support 150,000
    People's Action Institute
    810 N Milwaukee Ave
    Chicago,IL60642
    No relationship PC General support 100,000
    People's Emergency Ctr Community Dev Corp
    325 N 39th Street
    Philadelphia,PA19104
    No relationship PC General support 100,000
    Perseverance Theatre
    914 Third Street
    Douglas,AK99824
    No relationship PC General support 25,000
    Philadelphia Mural Arts Advocates
    1729 Mount Vernon Street
    Philadelphia,PA19130
    No relationship PC General support 80,000
    Phipps Neighborhoods
    902 Broadway
    New York,NY10010
    No relationship PC General support 70,000
    PICO National Network
    171 Santa Rosa Avenue
    Oakland,CA94610
    No relationship PC General support 75,000
    Picture the Homeless
    104 E126th St Storefront
    New York,NY10035
    No relationship PC General support 100
    Pie Ranch
    Suite 2600
    Pescadero,CA94060
    No relationship PC General support 50,000
    Pittsburgh United
    841 California Avenue 3rd Floor
    Pittsburgh,PA15212
    No relationship PC General support 125,000
    Planned Parenthood Federation of America
    123 William Street 10th Floor
    New York,NY10038
    No relationship PC General support 10,880
    PolicyLink
    1438 Webster St
    Oakland,CA94612
    No relationship PC General support 200,000
    PowerMyLearning
    520 8th Avenue 10th Floor
    New York,NY10018
    No relationship PC General support 1,550
    President and Fellows of Harvard College
    Harvard College Fund
    Cambridge,MA02138
    No relationship PC General support 250,000
    Project Row Houses
    2521 Holman Street
    Houston,TX77004
    No relationship PC General support 150,000
    Project South
    9 Gammon Ave
    Atlanta,GA30315
    No relationship PC General support 150,000
    Promise the Children Inc
    58 Winter Street
    Nahant,MA01908
    No relationship PC General support 500
    Proteus Fund
    15 Research Drive Suite B
    Amherst,MA01002
    No relationship PC General support 60,000
    Public Advocates Inc
    131 Steuart Street Suite 300
    San Francisco,CA94105
    No relationship PC General support 175,000
    Puente Human Rights Movement
    1937 West Adams Street
    Phoenix,AZ85009
    No relationship PC General support 90,000
    Quail Valley Charities Inc
    2345 Highway A1A
    Vero Beach,FL32963
    No relationship PC General support 5,000
    Queens Council on the Arts
    37-11 35th Avenue
    Astoria,NY11101
    No relationship PC General support 80,000
    Queens Museum
    New York City Building
    Queens,NY11368
    No relationship PC General support 100,000
    Race Forward
    32 Broadway Suite 1801
    New York,NY10004
    No relationship PC General support 550,100
    RAICES
    1305 N Flores Street
    San Antonio,TX78212
    No relationship PC General support 100
    Raise the Floor Alliance
    1 N LaSalle St Suite 1275
    Chicago,IL60602
    No relationship PC General support 100,000
    Rebuild Foundation
    6918 South Dorchester Avenue
    Chicago,IL60637
    No relationship PC General support 150,000
    Regents of the Univof CA - Berkeley
    Extramural Funds Acounting
    Berkeley,CA94720
    No relationship PC General support 2,500
    Regents of the Univ of CA San Francisco
    UCSF Comprehensive Cancer Center
    San Francisco,CA94115
    No relationship PC General support 5,000
    Resource Generation
    18 West 27th St 2nd Fl
    New York,NY10001
    No relationship PC General support 35,000
    Restaurant Opportunities Centers United
    275 Seventh Ave Ste 1703
    New York,NY10001
    No relationship PC General support 50,000
    Right to the City Alliance
    388 Atlantic Avenue
    New York,NY11217
    No relationship PC General support 175,000
    Rockefeller Family Fund
    475 Riverside Drive Suite 900
    New York,NY10115
    No relationship PC General support 205,000
    Rockefeller Philanthropy Advisors
    6 W 48th St 10th Floor
    New York,NY10036
    No relationship PC General support 1,075,000
    Rutgers University Foundation
    7 College Ave Winants Hall
    New Brunswick,NJ08901
    No relationship PC General support 285,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204
    No relationship PC General support 75,000
    School Justice Project
    1805 7th Street NW
    Washington,DC20001
    No relationship PC General support 86,500
    Seattle Youth Symphony Orchestras
    11065 Fifth Ave NE Suite A
    Seattle,WA98125
    No relationship PC General support 500
    Senior Community Services
    10201 Wayzata Blvd 33
    Hopkins,MN55305
    No relationship PC General support 5,000
    Sexual Minority Youth Assistance League
    410 7th Street SE
    Washington,DC20003
    No relationship PC General support 10,000
    Silver Lining Mentoring Inc
    727 Atlantic Ave 3rd Floor
    Boston,MA02111
    No relationship PC General support 100,000
    Slought Foundation
    4017 Walnut Street
    Philadelphia,PA19104
    No relationship PC General support 95,000
    Smart Growth America
    1152 15th Street NW
    Washington,DC20005
    No relationship PC General support 385,000
    Smithsonian Institution
    600 Maryland Ave SW Suite 550E
    Washington,DC20024
    No relationship PC General support 10,000
    Social and Environmental Entrepreneurs
    23532 Calabasas Road Suite A
    Calabasas,CA91302
    No relationship PC General support 150,000
    Social Good Fund
    12651 San Pablo Ave 5473
    Richmond,CA94805
    No relationship PC General support 150,000
    Social Innovation Forum
    11 Avenue de Lafayette
    Boston,MA02111
    No relationship PC General support 2,000
    Social Justice Fund Northwest
    1904 Third Ave
    Seattle,WA98101
    No relationship PC General support 35,000
    Soulsville Foundation
    926 E McLemore Ave
    Memphis,TN38106
    No relationship PC General support 50,000
    SOURCE Studio Inc
    PO Box 505
    Burnsville,NC28714
    No relationship PC General support 4,500
    Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104
    No relationship PC General support 390
    Southwest Folklife Alliance
    PO Box 42044
    Tucson,AZ85733
    No relationship PC General support 50,000
    Spirit Soccer Club of Chester County
    PO Box 156
    Downingtown,PA19335
    No relationship PC General support 10,000
    Springboard for the Arts
    308 Prince St Suite 270
    Saint Paul,MN55101
    No relationship PC General support 250,000
    St Louis Public Schools Foundation
    5821 Kennerly Ave
    St Louis,MO63113
    No relationship PC General support 5,000
    Starfish Greathearts Foundation USA
    333 Mamaroneck Ave 1878
    White Plains,NY10605
    No relationship PC General support 500
    Stephen Siller Tunnel to Towers Foundation
    2361 Hyland Boulevard
    Staten Island,NY10306
    No relationship PC General support 5,000
    Strategic Actions for a Just Economy
    152 West 32nd Street
    Los Angeles,CA90007
    No relationship PC General support 75,000
    Strategic Concepts in Organizing & Policy Edu
    1715 W Florence Avenue
    Los Angeles,CA90047
    No relationship PC General support 125,000
    Sundance Institute
    5900 Wilshire Boulevard Suite 800
    Los Angeles,CA90036
    No relationship PC General support 100,000
    Sustainable Business Education Initiative Inc
    2401 Walnut Street
    Philadelphia,PA19103
    No relationship PC General support 100,000
    Sustainable Jersey A NJ Nonprofit Corporation
    PO Box 6855
    Lawrenceville,NJ08648
    No relationship PC General support 150,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107
    No relationship PC General support 25,000
    Texas Diaper Bank
    5415 Bandera Road 504
    San Antonio,TX78238
    No relationship PC General support 515
    Texas Organizing Project Education Fund
    700 S Zaramora Suite 212
    San Antonio,TX78207
    No relationship PC General support 150,000
    The Berkshire School
    245 N Undermountain Road
    Sheffield,MA01257
    No relationship PC General support 10,000
    The Caroline Friess Center Inc
    900 Somerset Street
    Baltimore,MD21202
    No relationship PC General support 500
    The Conservation Trust of Puerto Rico
    PO Box 9023554
    San Juan,PR00902
    No relationship PC General support 12,500
    The Florence Project
    PO Box 654
    Florence,AZ85132
    No relationship PC General support 430
    The Hill School
    860 Beech Street
    Pottstown,PA19464
    No relationship PC General support 500
    The New York Women's Foundation
    39 Broadway 23 Fl
    New York,NY10006
    No relationship PC General support 75,250
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474
    No relationship PC General support 100,000
    The Regents of the University of California
    B100 Royce Hall Drive
    Los Angeles,CA90095
    No relationship PC General support 125,000
    The RYSE Center
    205 41st Street
    Richmond,VA94805
    No relationship PC General support 12,500
    The Theater Offensive
    565 Boylston Street 3rd Floor
    Boston,MA02116
    No relationship PC General support 75,000
    The Trustees of the University of Pennsylvania
    Office of Research Services
    Philadelphia,PA19104
    No relationship PC General support 125,000
    Thousand Currents
    2120 University Ave
    Berkeley,CA94704
    No relationship PC General support 35,360
    Thunder Valley Community Development Corp
    PO Box 290
    Porcupine,SD57772
    No relationship PC General support 100,000
    Tides Center
    The Presidio 1014 Torney Avenue
    San Francisco,CA94129
    No relationship PC General support 75,000
    Tides Foundation
    PO Box 29903
    San Francisco,CA94129
    No relationship PC General support 5,000
    Transportation Choices Coalition
    219 1st Ave S 420
    Seattle,WA98104
    No relationship PC General support 175,000
    Triangle Club
    1642 R St NW Suite 220
    Washington,DC20009
    No relationship PC General support 10,000
    Tulane University
    Corporate and Foundation Relations
    New Orleans,LA70112
    No relationship PC General support 75,000
    UBW Inc
    138 South Oxford Street
    Brooklyn,NY11217
    No relationship PC General support 100,000
    University of California at San Diego
    5250 Campanile Drive
    San Diego,CA92182
    No relationship PC General support 75,000
    University of Connecticut Foundation Inc
    2390 Alumni Drive U3206
    Storrs,CT06269
    No relationship PC General support 5,000
    University of Detroit Mercy
    4001 W McNichols Rd
    Detroit,MI48221
    No relationship PC General support 75,000
    University of Oregon Foundation
    1720 E 13th Avenue Suie 410
    Eugene,OR97403
    No relationship PC General support 5,000
    Urban Manufacturing Alliance
    608 Henry Street 1
    Brooklyn,NY11231
    No relationship PC General support 125,000
    Urban Word NYC
    5 West 19th Street FL 3
    New York,NY10011
    No relationship PC General support 75,000
    Urbano Project Inc
    29 Germania Street
    Boston,MA02130
    No relationship PC General support 50,000
    US Climate Action Network
    1367 Connecticut Avenue NW
    Washington,DC20036
    No relationship PC General support 100,000
    Utah Dine Bikeyah
    352 S Denver St 315
    Salt Lake City,UT84111
    No relationship PC General support 10,000
    UTEC (United Teen Equality Center Inc)
    15 Warren Street 3
    Lowell,MA01852
    No relationship PC General support 100,000
    Vail Veterans Program
    PO Box 6473
    Vail,CO81658
    No relationship PC General support 500
    Vera Institute of Justice
    233 Broadway
    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
    Vickie Belk Scholarship Foundation
    3408 King Street
    Alexandria,VA22302
    No relationship PC General support 10,000
    Virginia Organizing
    703 Concord Avenue
    Charlottesville,VA22903
    No relationship PC General support 260,000
    Voices of Our Nations Arts Foundation
    3720 Spruce Street Suite 442
    Philadelphia,PA19104
    No relationship PC General support 50,000
    Washington Regional Association of Grantmakers
    1400 16th St NW Suite 740
    Washington,DC20036
    No relationship PC General support 105,000
    Wesleyan University
    318 High Street
    Middletown,CT06459
    No relationship PC General support 25,000
    WHYHunger
    505 Eighth Avenue
    New York,NY10018
    No relationship PC General support 12,500
    Women's Foundation of Minnesota
    105 5th Avenue South Suite 300
    Minneapolis,MN55401
    No relationship PC General support 5,000
    Women's Medical Fund (PA)
    PO Box 40748
    Philadelphia,PA19107
    No relationship PC General support 402
    Woodstock Institute
    29 E Madison St Ste 1710
    Chicago,IL60602
    No relationship PC General support 125,000
    Working World Inc
    116 Nassau St Fl 5
    New York,NY10038
    No relationship PC General support 75,000
    Yerba Buena Center for the Arts
    701 Mission Street
    San Francisco,CA94103
    No relationship PC General support 200,000
    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 5,000
    Young Nation
    9232 Falcon Street
    Detroit,MI48209
    No relationship PC General support 50,000
    Youth Empowerment Project
    1600 Oretha Castle Haley Boulevard
    New Orleans,LA70113
    No relationship PC General support 75,000
    Youth Radio
    1701 Broadway
    Oakland,CA94612
    No relationship PC General support 75,000
    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 75,000
    Zaccho Dance Theatre
    1777 Yosemite Ave 330
    San Francisco,CA94124
    No relationship PC General support 160,000
    Zion Episcopal Church
    301 East Congress St
    Charles Town,WV25414
    No relationship PC General support 5,000
    Total .................................bullet 3a 36,143,362
    bApproved for future payment
    Alliance for a Just Society
    3518 South Edmunds St
    Seattle,WA98118
    No relationship PC General support 75,000
    American Youth Policy Forum
    1200 18th Street NW Suite 1200
    Washington,DC20036
    No relationship PC General support 173,778
    Asian American Writers' Workshop
    112 W 27th Street
    New York,NY10001
    No relationship PC General support 100,000
    Asian Pacific Environmental Network
    426 17th Street Suite 500
    Oakland,CA94612
    No relationship PC General support 300,000
    Avivar Capital
    6464 Sunset Blvd suite 1180
    Los Angeles,CA90028
    No relationship PC General support 55,000
    Bend the Arc - A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY10001
    No relationship PC General support 75,000
    Black Alliance for Just Immigration
    660 Nostrand Avenue
    Brooklyn,NY11216
    No relationship PC General support 120,000
    BoardSource
    750 9th Street NW Suite 650
    Washington,DC20001
    No relationship PC General support 25,000
    buildingcommunityWORKSHOP
    416 S Ervay Street
    Dallas,TX75201
    No relationship PC General support 75,000
    California Partnership for Safe Communities
    825 Washington Street Suite 200
    Oakland,CA94607
    No relationship PC General support 180,000
    Campaign for the Fair Sentencing of Youth
    1319 F St NW
    Washington,DC20004
    No relationship PC General support 200,000
    Campaign for Youth Justice
    1220 L St NW Suite 605
    Washington,DC20005
    No relationship PC General support 150,000
    Center for Children's Law and Policy
    1701 K Street NW
    Washington,DC20006
    No relationship PC General support 80,000
    Center for Cultural Innovation
    244 S San Pedro St Suite 401
    Los Angeles,CA90012
    No relationship PC General support 600,000
    Center for Effective Philanthropy
    675 Massachusetts Avenue 7th Floor
    Cambridge,MA02139
    No relationship PC General support 25,000
    Center for Heirs Property
    1535 Sam Rittenberg Blvd
    Charleston,SC29407
    No relationship PC General support 100,000
    Center for Law and Social Policy
    1200 18th Street NW
    Washington,DC20036
    No relationship PC General support 100,000
    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 535,000
    Center for Story-based Strategy
    654 13th St 2
    Oakland,CA94612
    No relationship PC General support 100,000
    Center for Teen Empowerment
    392 Genesee Street
    Rochester,NY14611
    No relationship PC General support 150,000
    CGDCNY Inc
    45 Ludlow Street
    Yonkers,NY10701
    No relationship PC General support 100,000
    Church of Saint Mary's
    1300 Northern Boulevard
    Manhasset,NY11030
    No relationship PC General support 5,000
    Common Counsel Foundation
    1624 Franklin St 1022
    Oakland,CA94612
    No relationship PC General support 3,150,000
    Common Market Philadelphia Inc
    428 E Erie Ave
    Philadelphia,PA19134
    No relationship PC General support 150,000
    Communities United
    4749 N Kedzie
    Chicago,IL60625
    No relationship PC General support 150,000
    Community Arts Stabilization Trust
    70 Otis Street 1st Floor
    San Francisco,CA94103
    No relationship PC General support 200,000
    Community LIFT
    119 S Court Avenue
    Memphis,TN38103
    No relationship PC General support 150,000
    Corbin Hill Food Project
    475 Riverside Drive Suite 244
    New York,NY10015
    No relationship PC General support 200,000
    Council on Foundations
    2121 Crystal Drive Suite 700
    Arlington,VA22202
    No relationship PC General support 50,000
    Design Futures
    232 3rd St D201
    Brooklyn,NY11215
    No relationship PC General support 50,000
    Designing Justice Designing Spaces
    612 Mariposa Avenue 402
    Oakland,CA94610
    No relationship PC General support 100,000
    Didtechnology Inc
    50 Hurt Plaza SE Suite 1610
    Atlanta,GA30303
    No relationship PC General support 400,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Suite 203
    Miami,FL33132
    No relationship PC General support 149,898
    Efforts of Grace Inc
    1712 Oretha Castle Haley Boulevard
    New Orleans,LA70113
    No relationship PC General support 150,000
    Enterprise Community Partners
    111000 Broken Land Parkway Suite 7
    Columbia,MD21044
    No relationship PC General support 75,000
    Equal Justice USA
    81 Prospect Street
    Brooklyn,NY11201
    No relationship PC General support 75,000
    exalt youth
    175 Remsen Street Suite 1000
    Brooklyn,NY11201
    No relationship PC General support 150,000
    Firelight Media Inc
    324 Convent Avenue
    New York,NY10031
    No relationship PC General support 75,000
    First Peoples Fund
    706 West Boulevard
    Rapid City,SD57701
    No relationship PC General support 200,000
    Forum for Youth Investment
    7064 Eastern Avenue NW
    Washington,DC20012
    No relationship PC General support 60,000
    Foundation Center
    32 Old Slip
    New York,NY10005
    No relationship PC General support 25,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816
    No relationship PC General support 950,000
    Fractured Atlas Productions
    248 W 35th St
    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 300,000
    Girls for Gender Equity Inc
    25 Chapel Street
    Brooklyn,NY11201
    No relationship PC General support 5,000
    Global Philanthropy Partnership
    1916 N Mohawk Street Apt 7
    Chicago,IL60614
    No relationship PC General support 250,000
    Good Jobs First
    1616 P Street NW
    Washington,DC20036
    No relationship PC General support 400,000
    Grantmakers for Effective Organizations
    1725 DeSales St NW 404
    Washington,DC20036
    No relationship PC General support 50,000
    Grassroots Global Justice
    7000 Carroll Ave Suite 200
    Takoma Park,MD20912
    No relationship PC General support 475,000
    Greater New Orleans Foundation
    919 St Charles Avenue
    New Orleans,LA70130
    No relationship PC General support 200,000
    Greenlining Institute
    360 14th Street 2nd Floor
    Oakland,CA94602
    No relationship PC General support 200,000
    Heart of Los Angeles Youth
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057
    No relationship PC General support 150,000
    Ifetayo Cultural Arts Academy Inc
    495 Flatbush Avenue
    Brooklyn,NY11225
    No relationship PC General support 100,000
    Independent Sector
    1602 L Street NW 900
    Washington,DC20036
    No relationship PC General support 25,000
    Indigenous Environmental Network
    PO Box 485
    Bemidji,MN56619
    No relationship PC General support 150,000
    Innovation Network for Communities
    156 Grover Lane
    Tamworth,NH03886
    No relationship PC General support 75,000
    Inquiring Systems Inc
    PO Box 2037
    Sonoma,CA95476
    No relationship PC General support 75,000
    ISAIAH
    2356 University Ave W
    St Paul,MN55114
    No relationship PC General support 575,000
    Japanese American Cultural and Community Center
    244 S San Pedro Street
    Los Angeles,CA90012
    No relationship PC General support 75,000
    Jobsfirstnyc
    11 Park Place Suite 1602
    New York,NY10007
    No relationship PC General support 75,000
    Junebug Productions Inc
    1024 Elysian Fields Avenue
    New Orleans,LA70117
    No relationship PC General support 75,000
    Just in Time for Foster Youth
    PO Box 81292
    San Diego,CA92138
    No relationship PC General support 150,000
    Juvenile Law Center
    1315 Walnut Street Suite 400
    Philadelphia,PA19107
    No relationship PC General support 200,000
    Juxtaposition Arts
    2007 Emerson Avenue North
    Minneapolis,MN55411
    No relationship PC General support 75,000
    Kids Rethink New Orleans Schools
    2020 oc haley blvd
    new orleans,LA70113
    No relationship PC General support 80,000
    Kounkuey Design Initiative
    309 E 8th Street 205
    Los Angeles,CA90014
    No relationship PC General support 100,000
    Land Loss Prevention Project
    PO Box 179
    Durham,NC22702
    No relationship PC General support 150,000
    Living Cities
    1040 Avenue of the Americas Fl 17
    New York,NY10018
    No relationship PC General support 1,000,000
    Los Angeles Alliance for a New Economy
    464 Lucas Ave Suite 202
    Los Angeles,CA90017
    No relationship PC General support 100,000
    Los Cenzontles Mexican Arts Center
    13108 San Pablo Avenue
    San Pablo,CA94805
    No relationship PC General support 50,000
    Make the Road New York
    301 Grove Street
    Brooklyn,NY11237
    No relationship PC General support 135,000
    Maryland Institute College of Art
    1300 W Mt Royal Avenue
    Baltimore,MD21217
    No relationship PC General support 200,000
    Mass Insti of Tech Community Innovators Lab
    77 Massachusetts Avenue Room 9-238
    Cambridge,MA02139
    No relationship PC General support 150,000
    Metropolitan Economic Development Association
    250 Second Avenue South Suite 106
    Minneapolis,MN55401
    No relationship PC General support 150,000
    Mississippi State University
    449 Hardy Rd 133 Etheredge Hall
    Mississippi State,MS39762
    No relationship PC General support 75,000
    Movement Strategy Center
    436 14th St 5th floor
    Oakland,CA94612
    No relationship PC General support 1,225,000
    Music and Culture Coalition of New Orleans
    1307 Oretha Castle Haley Blvd Sui
    New Orleans,LA70113
    No relationship PC General support 50,000
    National Assoc for Latino Comm Asset Builders
    5404 Wurzbach Road
    San Antonio,TX78238
    No relationship PC General support 175,000
    National Committee for Responsive Philanthropy
    1900 L Street NW Suite 825
    Washington,DC20036
    No relationship PC General support 50,000
    National Employment Law Project
    75 Maiden Lane Suite 601
    New York,NY10038
    No relationship PC General support 500,000
    National League of Cities Institute Inc
    660 North Capitol St NW
    Washington,DC20001
    No relationship PC General support 350,000
    National Performance Network
    PO Box 56698
    New Orleans,LA70156
    No relationship PC General support 30,000
    Neighborhood Funders Group
    436 14th Street Suite 425
    Oakland,CA94612
    No relationship PC General support 150,000
    Neighborhood Story Project
    PO Box 19742
    New Orleans,LA70179
    No relationship PC General support 75,000
    New Orleans Workers' Center for Racial Justice
    217 North Prieur Street
    New Orleans,LA70112
    No relationship PC General support 55,000
    New Venture Fund
    1201 Connecticut Ave NW 300
    Washington,DC20036
    No relationship PC General support 590,000
    New York City Environmental Justice Alliance
    166A 22nd Street
    Brooklyn,NY11232
    No relationship PC General support 300,000
    New York Civil Liberties Union Foundation
    125 Broad Street 19th Floor
    New York,NY10004
    No relationship PC General support 90,000
    Newark Community Economic Development Corp
    111 Mulberry Street Market Street
    Newark,NJ07102
    No relationship PC General support 150,000
    Next City
    1500 JFK Blvd 1220
    Philadelphia,PA19102
    No relationship PC General support 250,000
    One America
    1225 S Weller Street Suite 430
    Seattle,WA98146
    No relationship PC General support 100,000
    One Voice Mississippi
    1072 JR Lynch Street
    Jackson,MS39203
    No relationship PC General support 250,000
    Partnership for Southern Equity
    100 Peachtree St NE Ste 1960
    Atlanta,GA30303
    No relationship PC General support 250,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102
    No relationship PC General support 100,000
    People United for Sustainable Housing Inc
    271 Grant Street
    Buffalo,NY14213
    No relationship PC General support 300,000
    People's Action Institute
    810 N Milwaukee Ave
    Chicago,IL60642
    No relationship PC General support 100,000
    People's Emergency Ctr Comm Development Corp
    325 N 39th Street
    Philadelphia,PA19104
    No relationship PC General support 100,000
    Philadelphia Mural Arts Advocates
    1729 Mount Vernon Street
    Philadelphia,PA19130
    No relationship PC General support 80,000
    PICO National Network
    171 Santa Rosa Avenue
    Oakland,CA94610
    No relationship PC General support 75,000
    PIDC Community Capital
    1500 Market Street
    Philadelphia,PA19102
    No relationship PC General support 300,000
    Pittsburgh United
    841 California Avenue 3rd Floor
    Pittsburgh,PA15212
    No relationship PC General support 125,000
    Positive Futures Network (YES)
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110
    No relationship PC General support 125,000
    President and Fellows of Harvard College
    Harvard College Fund
    Cambridge,MA02138
    No relationship PC General support 200,000
    Project South
    9 Gammon Ave
    Atlanta,GA30315
    No relationship PC General support 375,000
    Puente Human Rights Movement
    1937 West Adams Street
    Phoenix,AZ85009
    No relationship PC General support 100,000
    Race Forward
    32 Broadway Suite 1801
    New York,NY10004
    No relationship PC General support 690,000
    Rector & Visitors of the University of Virginia
    1001 North Emmet Street
    Charlottesville,VA22904
    No relationship PC General support 50,000
    Regents of the University of New Mexico
    University of New Mexico
    Albuquerque,NM87131
    No relationship PC General support 150,000
    Restaurant Opportunities Centers United
    275 Seventh Ave Ste 1703
    New York,NY10001
    No relationship PC General support 100,000
    Right to the City Alliance
    388 Atlantic Avenue
    New York,NY11217
    No relationship PC General support 200,000
    Rockefeller Family Fund
    475 Riverside Drive Suite 900
    New York,NY10115
    No relationship PC General support 175,000
    Rockefeller Philanthropy Advisors
    6 W 48th St 10th Floor
    New York,NY10036
    No relationship PC General support 1,000,000
    Roots of Music Inc
    828 Royal Street 521
    New Orleans,LA70116
    No relationship PC General support 100,000
    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 345,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204
    No relationship PC General support 75,000
    School Justice Project
    1805 7th Street NW
    Washington,DC20001
    No relationship PC General support 139,000
    Silver Lining Mentoring Inc
    727 Atlantic Ave 3rd Floor
    Boston,MA02111
    No relationship PC General support 90,000
    Slought Foundation
    4017 Walnut Street
    Philadelphia,PA19104
    No relationship PC General support 95,000
    Social and Environmental Entrepreneurs
    23532 Calabasas Road Suite A
    Calabasas,CA91302
    No relationship PC General support 75,000
    Southwest Georgia Project For Comm Edu Inc
    1216 Dawson Road Suite 108
    Albany,GA31707
    No relationship PC General support 150,000
    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
    Strategic Concepts in Organizing &Policy Edu
    1715 W Florence Avenue
    Los Angeles,CA90047
    No relationship PC General support 125,000
    Sustainable Business Education Initiative Inc
    2401 Walnut Street
    Philadelphia,PA19103
    No relationship PC General support 100,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107
    No relationship PC General support 25,000
    The New York Women's Foundation
    39 Broadway 23 Fl
    New York,NY10006
    No relationship PC General support 150,000
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474
    No relationship PC General support 200,000
    The Solutions Project
    4096 Piedmont Ave 728
    Oakland,CA94609
    No relationship PC General support 300,000
    The Theater Offensive
    565 Boylston Street 3rd Floor
    Boston,MA02116
    No relationship PC General support 75,000
    The Trustees of the University of Pennsylvania
    Office of Research Services
    Philadelphia,PA19104
    No relationship PC General support 125,000
    The Wooden Floor
    1810 North Main Street
    Santa Ana,CA92706
    No relationship PC General support 80,000
    Thunder Valley Community Deve Corp
    PO Box 290
    Porcupine,SD57772
    No relationship PC General support 225,000
    Tides Center
    The Presidio 1014 Torney Avenue
    San Francisco,CA94129
    No relationship PC General support 45,000
    Tulane University
    Corporate and Foundation Relations
    New Orleans,LA70112
    No relationship PC General support 75,000
    Urban Word NYC
    5 West 19th Street FL 3
    New York,NY10011
    No relationship PC General support 75,000
    Urbano Project Inc
    29 Germania Street
    Boston,MA02130
    No relationship PC General support 50,000
    Vera Institute of Justice
    233 Broadway
    New York,NY10279
    No relationship PC General support 175,000
    Verde
    6899 NE Columbia Blvd Suite A
    Portland,OR97218
    No relationship PC General support 50,000
    Yerba Buena Center for the Arts
    701 Mission Street
    San Francisco,CA94103
    No relationship PC General support 175,000
    Youth Empowerment Project
    1600 Oretha Castle Haley Boulevard
    New Orleans,LA70113
    No relationship PC General support 150,000
    Youth Sentencing & Reentry Project
    123 S Broad Street 24th Floor
    Philadelphia,PA19103
    No relationship PC General support 150,000
    Zaccho Dance Theatre
    1777 Yosemite Ave 330
    San Francisco,CA94124
    No relationship PC General support 160,000
    Total .................................bullet 3b 28,867,676
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........
        14 271,898  
    4 Dividends and interest from securities....     14 4,119,813  
    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 15,897,014  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME
    525990 -930,972 18 62,196,970  
    bOTHER INCOME 900099   14 6,168  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -930,972 82,491,863  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    81,560,891
    (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 (2019)
    Form 990-PF (2019)
    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) (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) (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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 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 100,335 21,918   78,417

    TY 2017 AllOthProgRltdInvestmentsSch
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount
    SEE GENERAL EXPLANATION ATTACHMENT 385,622

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    TY 2017 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. 2009-01-01 397,796   SL 5 39,780      
    LEASEHOLD IMPRV. 2009-01-01 2,548,984   SL 11 79,654      
    EQUIPMENT 2009-01-01 45,935 509 SL 5 5,102      
    ART WORK 2009-01-01 84,400 84,400 SL 5 0      
    FURNITURE &FIXT. 2009-01-01 153,531 141,250 SL 5        
    LEASEHOLD IMPRV. 2009-01-01 1,333,097 1,273,536 SL 11 59,561      
    EQUIPMENT 2009-01-01 431,232 333,833 SL 5        

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    TY 2017 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
    NEW YORK FOUNDATION
     
    10 EAST 34TH STREET 10TH FLOOR
    NEW YORK,NY10016
    2017-12-01 150,000 TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. 150,000 NO 1/30/2017   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.
    LINCOLN INSTITUTE OF LAND POLICY
     
    113 BRATTLE STREET
    CAMBRIDGE,MA02138
    2017-09-15 150,000 TO SUPPORT DISADVANTAGED COMMUNITIES TO ACHIEVE ECONOMIC, SOCIAL & ENVIRONMENTAL CHANGE. 150,000 NO 1/25/2019   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.
    LEEWAY FOUNDATION
     
    1315 WALNUT STREET SUITE 832
    PHILADELPHIA,PA19107
    2018-03-01 75,000 TO SUPPORT A COMPREHENSIVE IMPACT ASSESSMENT FOR THE LEEWAY FOUNDATION. 75,000 NO 4/1/2019   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 2017 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 Metropolitan Economic Development Association, a Minnesota IRC 501(c)(3) public charity, to further Surdnas charitable mission initiative relating to the growth of minority owned business enterprises. Under the terms of the loan agreement the organization will invest in creating new jobs benefitting low-income residents and giving specific attention to residents of color.
    PART IX-B, LINE 2: PART IX-B, LINE 2: SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to Fair Food Network, Inc., a Michigan IRC 501(c)(3) public charity, to further Surdnas charitable mission initiative relating to stimulating economic growth in the U.S. Under the terms of the loan agreement the organization will make loans to qualified food-related enterprises or those enterprises that support small and mid-size farms in the region in the Northeast.
    PART IX-B, LINE 3: PART IX-B, LINE 3: SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) Loan to Greenline Ventures, a Delaware Limited Liability Company, to further Surdna's charitable initiative relating to the stimulating economic growth in poor communities in the U.S......................$ 302,769. b) Loan to Foundation for Louisiana, an IRC 501(c)(3) public charity, to further Surdnas charitable initiative relating to the growth of small business sectors who are awarded a grant through the New Orleans Redevelopment Authority's.........$ 300,000. c) Loan to Impact America, a Delaware Limited Liability Company, to further Surdna's charitable initiative relating to the growth of minority owned companies and job creation..........................................$ 144,250. d) Loan to Living Cities Blended Catalyst Fund LLC, a Delaware Limited Liability Company........................$ 105,000. e) Greenline loan fund.......................................$ 36,090. f) Recovery: BOC Capital.....................................$ (502,487). ---------- $ 385,622.
    PART XV, LINE 3B: PART XV, LINE 3B: Grants and contributions approved for future payment: The difference of $378,966 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($28,488,710) and what they reported on the schedule of grants and contributions approved for future payment on Part XV, Line 3b ($28,867,676) is attributable to a present value discount at 5% under generally accepted accounting principles (GAAP).

    TY 2017 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
    ACTIVISION BLIZZARD INC. 716,340 716,340
    ADIENT PLC ADIENT PLC LTD. 183,626 183,626
    ADOBE SYSTEMS INC. 1,328,765 1,328,765
    ADR ALIBABA GROUP HOLDING LTD 1,855,300 1,855,300
    AEROJET ROCKETDYNE HLDGS INC. 723,685 723,685
    ALBEMARLE CORP 254,432 254,432
    ALEXION PHARMACEUTICALS INC. 734,720 734,720
    ALIGN TECHNOLOGY INC. 855,350 855,350
    ALLEGHENY TECHNOLOGIES INC. 204,778 204,778
    ALLERGAN PLC 262,917 262,917
    ALPHABET INC CAPITAL STOCK USD 1,561,424 1,561,424
    AMAZON INC. 2,422,215 2,422,215
    AMERISAFE INC. 306,653 306,653
    ANTHEM INC. 223,510 223,510
    ARES CAP CORP. 172,314 172,314
    ARMSTRONG WORLD INDS INC. 378,505 378,505
    BEACON ROOFING SUPPLY INC. 78,208 78,208
    BELMOND LTD. 411,547 411,547
    BIOMARIN PHARMACEUTICAL INC. 471,000 471,000
    BLACKBERRY LTD. 179,326 179,326
    BOOKING HLDGS INC. 932,461 932,461
    CARDTRONICS PLC CARDTRONICS PL 269,970 269,970
    CARS INC. 181,696 181,696
    CHEMOURS CO. 411,750 411,750
    CORECIVIC INC. 249,280 249,280
    COREPOINT LODGING INC. 102,383 102,383
    COSTAR GROUP INC. 765,841 765,841
    CREE INC. 217,286 217,286
    DORMAN PRODS INC. 321,057 321,057
    EAGLE PHARMACEUTICALS INC. 86,479 86,479
    EBAY INC. 234,058 234,058
    EDWARDS LIFESCIENCES CORP. 709,654 709,654
    EQT CORP. 264,754 264,754
    EVOQUA WATER TECHNOLOGIES CORP 453,050 453,050
    FACEBOOK INC. USD 0.000006 CL 1,272,796 1,272,796
    FIRSTCASH INC. 483,843 483,843
    FLOOR & DECOR HLDGS INC. CLASS 373,675 373,675
    FREEPORT-MCMORAN INC. 258,986 258,986
    GENERAL DYNAMICS CORP. 351,383 351,383
    GRACE W R & CO DEL 240,823 240,823
    HALOZYME THERAPEUTICS INC. 181,707 181,707
    HAYNES INTL INC. 158,901 158,901
    HD SUPPLY HLDGS INC. 322,876 322,876
    HOWARD HUGHES CORP. 433,938 433,938
    HP INC. 380,199 380,199
    HUNTSMAN CORP. 304,176 304,176
    HURON CONSULTING GROUP INC. 2,781 2,781
    ILLUMINA INC. 837,870 837,870
    INFINITY PPTY PLAN OF REORGANI 633,458 633,458
    INTERCONTINENTAL EXCHANGE INC. 392,536 392,536
    INTL PAPER CO. 317,480 317,480
    INTREXON CORP. 102,292 102,292
    KKR & CO NAME CHANGE KKR & CO 89,087 89,087
    LAB CORP AMER HOLDINGS 430,154 430,154
    LLG INC. CASH & STOCK MERGER M 486,532 486,532
    LOXO ONCOLOGY INC. 425,720 425,720
    MARATHON PETE CORP. 349,256 349,256
    MARTIN MARIETTA MATLS INC. 535,099 535,099
    MASCO CORP. 156,865 156,865
    MEDICINES COMPANY 102,466 102,466
    MGM RESORTS INTERNATIONAL 251,776 251,776
    MOLINA HEALTHCARE INC. 263,557 263,557
    MONSTER BEVERAGE CORP. 889,583 889,583
    MSC INDL DIRECT INC. CLASS A 527,767 527,767
    MTS SYSTEMS CORP. 266,074 266,074
    MURPHY USA INC. 168,935 168,935
    NETFLIX INC. 1,878,864 1,878,864
    NVENT ELECTRIC PLC 219,650 219,650
    OLIN CORP. 298,200 298,200
    OWENS CORNING 363,363 363,363
    PACKAGING CORP AMER 234,054 234,054
    PALO ALTO NETWORKS INC. 862,973 862,973
    POST HOLDINGS INC. 321,027 321,027
    QORVO INC. 279,873 279,873
    QURATE RETAIL INC. 283,605 283,605
    REGENERON PHARMACEUTICALS INC. 517,484 517,484
    RINGCENTRAL INC. CLASS A 476,903 476,903
    RUSH ENTERPRISES INC. CLASS A 395,192 395,192
    S&P GLOBAL INC. 444,888 444,888
    SALESFORCE INC. 1,541,320 1,541,320
    SBA COMMUNICATIONS CORP. 225,388 225,388
    SCHWAB CHARLES CORP. 696,238 696,238
    SERVICEMASTER GLOBAL HOLDINGS 90,394 90,394
    SERVICENOW INC. 1,478,930 1,478,930
    SPLUNK INC. 644,215 644,215
    STARBUCKS CORP. 315,083 315,083
    TEGNA INC. 428,445 428,445
    TESARO INC. 123,137 123,137
    THERMON GROUP HOLDINGS INC. 209,261 209,261
    TRAVELPORT WORLDWIDE LTD 729,364 729,364
    TYSON FOODS INC. CLASS A (DELA 583,366 583,366
    UNIFIRST CORP. MASS 530,700 530,700
    UNIVAR INC. 237,971 237,971
    VERSUM MATLS LLC 311,540 311,540
    VIASAT INC. 457,411 457,411
    VISA INC. CLASS A 1,953,639 1,953,639
    VISTEON CORP. 415,636 415,636
    WESCO INTL INC. 279,790 279,790
    WESTN DIGITAL CORP. 608,710 608,710
    WHIRLPOOL CORP. 169,773 169,773
    WHITING PETE CORP. 112,768 112,768
    WORKDAY INC. CLASS A 354,276 354,276
    WYNDHAM DESTINATIONS INC. 322,950 322,950
    WYNDHAM HOTELS & RESORTS INC. 359,098 359,098
    YUM CHINA HLDGS INC. 189,954 189,954
    ZEBRA TECHNOLOGIES CORP. CLASS 956,195 956,195

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    US Government Securities - End of Year Book Value:

    1,040,704
    US Government Securities - End of Year Fair Market Value:

    1,040,704
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2017 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
    DFA EMERGING MARKETS VALUE FMV 9,689,136 9,689,136
    GMO GLOBAL EQUITY ALLOCATION F FMV 51,965,905 51,965,905
    HARDING LOEVNER FUNDS, INC. IN FMV 23,754,500 23,754,500
    JENNISON NATURAL RESOURCES FUN FMV 28,009,687 28,009,687
    MORGAN STANLEY INVESTMENT MANA FMV 16,673,648 16,673,648
    4D GLOBAL ENERGY INVESTMENTS P FMV 3,998,212 3,998,212
    AACP TAX-EXEMPT INVESTORS IV L FMV 3,885,474 3,885,474
    AACP TAX-EXEMPT INVESTORS V LP FMV 181,929 181,929
    ABRY ADVANCED SECURITIES FUND FMV 1,277,118 1,277,118
    ABRY HERITAGE PARTNERS LP FMV 337,553 337,553
    ABRY PARTNERS VII LP FMV 1,226,762 1,226,762
    ABRY PARTNERS VIII LP FMV 4,015,938 4,015,938
    ABRY SENIOR EQUITY III FMV 167,630 167,630
    ABRY SENIOR EQUITY IV FMV 2,629,547 2,629,547
    ABRY SENIOR EQUITY V LP FMV 825,305 825,305
    ADAGE CAPITAL PARTNERS LP FMV 80,037,373 80,037,373
    APOLLO EUROPEAN PRINCIPAL FINA FMV 1,324,329 1,324,329
    ARCLIGHT ENERGY PARTNERS FUND FMV 710,507 710,507
    ARSENAL CAPITAL PARTNERS III L FMV 2,675,260 2,675,260
    ARSENAL CAPITAL PARTNERS IV-B FMV 2,705,075 2,705,075
    ARTIMAN VENTURES 2014 LP FMV 1,357,138 1,357,138
    ARTIMAN VENTURES SELECT 2014 L FMV 767,465 767,465
    ARTIMAN VENTURES SPECIAL OPPOR FMV 975,007 975,007
    ASIA ALTERNATIVES CAPITAL PTRS FMV 5,054,011 5,054,011
    ASIA ALTERNATIVES DELAWARE III FMV 179,340 179,340
    ASPECT VENTURES II LP FMV 469,965 469,965
    ASPECT VENTURES LP FMV 3,586,349 3,586,349
    ATALAYA SPECIAL OPPORTUNITIES FMV 3,454,243 3,454,243
    BAIN CAPITAL ASIA FUND LP FMV 139,750 139,750
    BAIN CAPITAL DOUBLE IMPACT FUN FMV 62,795 62,795
    BAIN CAPITAL EUROPE FUND III L FMV 433,573 433,573
    BAIN CAPITAL FUND IX LP FMV 2,574,190 2,574,190
    BAIN CAPITAL FUND X LP FMV 5,824,676 5,824,676
    BAIN CAPITAL IX COINVESTMENT F FMV 810,514 810,514
    BAUPOST VALUE PARTNERS IV LP FMV 34,652,725 34,652,725
    BENNETT OFFSHORE RESTRUCTURING FMV 11,659,345 11,659,345
    BERKSHIRE MULTIFAMILY VALUE FU FMV 49,332 49,332
    BLUE WATER ENERGY FUND 1-A LP FMV 4,662,056 4,662,056
    BLUE WATER ENERGY FUND II LP FMV 125,233 125,233
    BPG INVESTMENT PARTNERSHIP VII FMV 1,379,241 1,379,241
    BROOKSIDE CAYMAN LTD FMV 1,153,494 1,153,494
    CARMEL PARTNERS INVESTMENT FUN FMV 4,214,751 4,214,751
    CHARLESBANK EQUITY FUND VII FMV 1,748,099 1,748,099
    CHARLESBANK EQUITY FUND VIII L FMV 3,934,797 3,934,797
    CIM ENTERPRISE LOAN FUND LP FMV 5,079,790 5,079,790
    COATUE OFFSHORE LTD CL A SUB H FMV 18,681,468 18,681,468
    COMMONFUND CAP PRIVATE EQUITY FMV 588,069 588,069
    COMMONFUND CAP PRIVATE EQUITY FMV 1,780,164 1,780,164
    COMMONFUND CAPITAL INTL PARTNE FMV 251,546 251,546
    COMMONFUND CAPITAL INTL PARTNE FMV 815,564 815,564
    COMMONFUND CAPITAL NATURAL RES FMV 3,166,356 3,166,356
    COMMONFUND CAPITAL VENTRUE PTR FMV 1,786,643 1,786,643
    COMMONFUND CAPITAL VENTURE PTR FMV 475,225 475,225
    CONSILIUM EMERGING MARKET SMAL FMV 6,835,011 6,835,011
    CONTRARIAN C1A CL A SER 1 FUND FMV 13,516,301 13,516,301
    CONVEXITY CAPITAL OFFSHORE FMV 279,684 279,684
    COSTANOA VENTURES III LP FMV 668,585 668,585
    DAVIDSON KEMPNER INST PTRS FMV 18,993,034 18,993,034
    DBL PARTNERS III LP FMV 2,663,620 2,663,620
    DOVER STREET VII CAYMAN FUND L FMV 893,557 893,557
    ENCAP ENERGY CAPITAL FUND VI-B FMV 166,781 166,781
    ENCAP ENERGY CAPITAL FUND VII- FMV 516,386 516,386
    ENCAP FLATROCK MIDSTREAM FUND FMV 1,625,157 1,625,157
    ENCAP FLATROCK MIDSTREAM FUND FMV 1,946,608 1,946,608
    ENDOWMENT PRIVATE EQUITY PARTN FMV 759,700 759,700
    ENDOWMENT VENTURE PARTNERS V L FMV 951,805 951,805
    ENERVEST ENERGY INSTITUTIONAL FMV 675,764 675,764
    ENERVEST ENERGY INSTITUTIONAL FMV 1,452,256 1,452,256
    ENERVEST ENERGY INSTITUTIONAL FMV 1 1
    ENERVEST ENERGY INSTITUTIONAL FMV 9,519,187 9,519,187
    ENR PARTNERS II LP FMV 2,854,346 2,854,346
    EUROPA FUND III FMV 415,366 415,366
    FARALLON CAPITAL INSTITUTIONAL FMV 1,337,305 1,337,305
    FIRSTMARK CAPITAL IV LP FMV 774,433 774,433
    FIRSTMARK CAPITAL OF II LP FMV 908,698 908,698
    FORTRESS INVESTMENT FUND V (CO FMV 1,756,653 1,756,653
    FORTRESS INVESTMENT FUND V B L FMV 2,404,024 2,404,024
    FRAZIER HEALTHCARE GROWTH BUYO FMV 2,709,215 2,709,215
    FRONTIER SMALL CAP GROWTH FUND FMV 14,006,886 14,006,886
    G2VP I LLC FMV 442,075 442,075
    GENERAL CATALYST GROUP VI FMV 6,208,721 6,208,721
    GENERAL CATALYST GROUP VII LP FMV 3,824,042 3,824,042
    GENERAL CATALYST GROUP VIII SU FMV 521,110 521,110
    GENERAL CATALYST GROUP VIII LP FMV 1,741,877 1,741,877
    GENERATION IM GLOBAL EQUITY FU FMV 6,351,858 6,351,858
    GREAT HILL EQUITY PARTNERS VIL FMV 796,179 796,179
    GREENFIELD ACQUISITION PARTNER FMV 172,923 172,923
    GREENLIGHT CAPITAL OFFSHORE (G FMV 6,982,511 6,982,511
    HARVEST MLP INCOME FUND FMV 19,593,840 19,593,840
    HHR ATLAS LTD CL C SER 1 FUND FMV 18,703,920 18,703,920
    HIGHFIELDS CAPITAL IV LP FMV 21,565,400 21,565,400
    HIGHLAND CAPITAL PARTNERS 9 LP FMV 3,975,416 3,975,416
    HIGHLAND CAPITAL PARTNERS VIII FMV 3,139,240 3,139,240
    HIGHLINE CAPITAL INTERNATIONAL FMV 15,510,114 15,510,114
    HITCHWOOD CAPITAL FUND LTD SER FMV 12,234,990 12,234,990
    HSH CAYMAN PARTNERS LP FMV 3,041 3,041
    ICON VENTURES V LP FMV 2,789,197 2,789,197
    ICON VENTURES VI LP FMV 1,481,664 1,481,664
    INDUS ASIA PACIFIC FUND LTD FMV 43,635 43,635
    INTERWEST PARTNERS X LP FMV 2,153,404 2,153,404
    JC FLOWERS II LP FMV 1,008,587 1,008,587
    JUNIPER CAPITAL III LP FMV 35,875 35,875
    KABOUTER INTERNATIONAL OPPORTU FMV 32,051,448 32,051,448
    KAYNE ANDERSON ENERGY FUND V FMV 1,795,257 1,795,257
    KAYNE ANDERSON ENERGY FUND VI FMV 945,778 945,778
    KENSICO OFFSHORE FUND LTD FMV 16,117,062 16,117,062
    LIME ROCK RESOURCES IV-A LP FMV 3,724,966 3,724,966
    LONE STAR FUND IV (US) LP FMV 30,779 30,779
    LONE STAR FUND V (US) LP FMV 1,413,537 1,413,537
    LONE STAR FUND VI (US) LP FMV 2,095,519 2,095,519
    LONE STAR FUND VII (US) LP FMV 31,541 31,541
    LONE STAR FUND VIII (US) LP FMV 1,587,766 1,587,766
    LONE STAR FUND X (US) LP FMV 2,084,379 2,084,379
    LONE STAR REAL ESTATE FUND (US FMV 369,528 369,528
    MADISON DEARBORN CAPITAL PARTN FMV 515 515
    MADISON DEARBORN CAPITAL PTRS FMV 167,269 167,269
    MADISON INTERNATIONAL RE LIQUI FMV 28,597 28,597
    MADISON INTERNATIONAL RE LIQUI FMV 947,473 947,473
    MADISON INTERNATIONAL REAL EST FMV 1,794 1,794
    MASON CAPITAL CL A INITIAL FD FMV 71,200 71,200
    MATERIAL IMPACT FUND I LP FMV 297,300 297,300
    MISCELLANEOUS ASSETS FMV 207,539 207,539
    MONOMOY CAPITAL PARTNERS AIV I FMV 394,125 394,125
    MORGENTHALER VENTURE PARTNERS FMV 2,559,703 2,559,703
    MUCKER IV LP FMV 371,241 371,241
    MUCKER SELECT LP FMV 468,750 468,750
    NEW ENERGY CAPITAL INFRASTRUCT FMV 1,207,271 1,207,271
    NORTH BRIDGE GROWTH EQUITY II FMV 4,208,837 4,208,837
    NORTHGATE PRIVATE EQUITY PARTN FMV 5,815,066 5,815,066
    NORTHGATE VENTURE GROWTH I LP FMV 1,438,016 1,438,016
    NORTHGATE VENTURE PARTNERS III FMV 7,716,712 7,716,712
    OWNERSHIP CAPITAL GLOBAL EQUIT FMV 5,014,156 5,014,156
    OZ OVERSEAS FUND LTD FMV 151,362 151,362
    PARK STREET CAPITAL NATURAL RE FMV 2,110,555 2,110,555
    PATRON CAPITAL LP III FMV 328,531 328,531
    PATRON CAPITAL LP IV FMV 1,295,828 1,295,828
    PEAKSPAN CAPITAL GROWTH PARTNE FMV 2,170,911 2,170,911
    PERRY PARTNERS INTERNATIONAL I FMV 18,017 18,017
    PHOENIX ASIA REAL ESTATE INVES FMV 1,874,720 1,874,720
    PROSPECT HARBOR CREDIT PARTNER FMV 26,037 26,037
    PVP FUND II LP FMV 40,048 40,048
    RIVERSIDE CAPITAL APPRECIATION FMV 1,723,167 1,723,167
    RMS EVERGREEN US FORESTLAND FMV 1,731,107 1,731,107
    SANKATY CREDIT OPPORTUNITIES ( FMV 657,987 657,987
    SANKATY CREDIT OPPORTUNITIES I FMV 839,398 839,398
    SENTAKU INVESTORS LLC FMV 78,484 78,484
    SHORENSTEIN REALTY INVESTORS N FMV 363,595 363,595
    SIGMA PRIME PARTNERS IX FMV 2,563,525 2,563,525
    SIRIOS OVERSEAS FUND FMV 18,939,050 18,939,050
    SJF VENTURES IV LP FMV 317,588 317,588
    SOFINNOVA CAPITAL VIII FMV 2,922,437 2,922,437
    SOMERSET GLOBAL EMERGING MARKE FMV 19,412,749 19,412,749
    SOUTHERN CROSS LATIN AMERICA P FMV 2,085,560 2,085,560
    SUMMIT PARTNERS GROWTH EQUITY FMV 2,326,907 2,326,907
    SUMMIT PARTNERS VENTURE CAPITA FMV 1,000,042 1,000,042
    TACONIC OFFSHORE CL AA2-NR SER FMV 6,475,667 6,475,667
    TECHNOLOGY IMPACT FUND LP FMV 522,890 522,890
    TIFF PARTNERS III LLC FMV 224,486 224,486
    TPG ENDOWMENT FUND V LP FMV 851,960 851,960
    TPG ENDOWMENT FUND VI LP FMV 2,289,768 2,289,768
    VENROCK ASSOCIATES VI FMV 4,397,753 4,397,753
    VENROCK ASSOCIATES VII FMV 2,392,888 2,392,888
    VENROCK ASSOCIATES VIII LP FMV 288,415 288,415
    VIKING GLOBAL EQ III LTD CL H/ FMV 20,904,099 20,904,099
    VISTA EQUITY PARTNERS VI-A LP FMV 3,249,292 3,249,292
    VISTA FOUNDATION FUND III-A LP FMV 1,239,269 1,239,269
    WELLINGTON SPINDRIFT CL S SER FMV 7,225 7,225
    WELLINGTON SPINDRIFT CL S SER FMV 136 136
    WELLINGTON SPINDRIFT CL S SER FMV 9,381 9,381
    WELLINGTON SPINDRIFT CL S SER FMV 614 614
    WELLINGTON SPINDRIFT CL S SER FMV 10,053 10,053
    WELLINGTON SPINDRIFT CL S SER FMV 1,647 1,647
    WESTBROOK RE FUND IX FMV 1,388,058 1,388,058
    WGI EMERGING MARKETS LLC FUND FMV 33,316,808 33,316,808
    MFB NTGI-QM COMMON DIVERSIFIED FMV 11,682,334 11,682,334
    NTGI-QM COMMON DAILY S&P 500 E FMV 395 395
    SILCHESTER INTERNATIONAL VALUE FMV 27,049,560 27,049,560
    SSGA U.S GOVT CREDIT BOND INDE FMV 89,535,410 89,535,410

    TY 2017 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. 397,796 39,780 358,016  
    LEASEHOLD IMPRV. 2,548,984 79,654 2,469,330  
    EQUIPMENT 45,935 5,611 40,324  
    ART WORK 84,400 84,400    
    FURNITURE &FIXT.        
    LEASEHOLD IMPRV.        
    EQUIPMENT        


    TY 2017 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 92,690 57,652   35,038


    TY 2017 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 4,529,819 6,748,774 6,748,774
    ACCRUED INCOME   4,985,951 4,985,951
    PREPAID EXCISE TAXES 1,469,172 1,683,387 1,683,387


    TY 2017 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 12,747     12,747
    CONFERENCE/REGISTRATION 37,734     37,734
    INSURANCE 56,834     56,834
    INTERNET/SOFTWARE 367,513     367,513
    MEMBERSHIPS 189,244     189,244
    OFFICE SUPPLIES 33,524     231,782
    PER DIEM SALARIES 59,629     59,629
    POSTAGE 8,849     8,849
    TELEPHONE 42,201     42,201
    ANNUAL REPORT 14,800     14,800
    CENTENNIAL 125,352     125,352
    PARTNERSHIP EXPENSE   9,432,065    


    TY 2017 OtherIncomeSchedule2
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME - OTHER PORTFOLIO      
    INCOME 61,265,998 1,832,339  
    OTHER INCOME 6,168 6,168  
    LESS INCOME TAXED AS UNRELATED BUSINESS      
    INCOME (IRC 4940(C)(2))   930,972  


    TY 2017 OtherIncreasesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Amount
    NET UNREALIZED GAIN ON INVESTMENTS 3,338,512


    TY 2017 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 1,163,207     1,163,207
    EXECUTIVE SEARCH FEES 349,616     349,616
    INVESTMENT MANAGEMENT 3,084,436 3,084,436    


    TY 2017 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. 0      
    FOREIGN TAXES PAID   399,326    
    STATE UNRELATED BUSINESS        
    INCOME TAX   15,958