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 01-01-2019 , and ending 12-31-2019
Name of foundation
WILLIAM T GRANT FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)60 E 42ND STREET NO 43 FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY101650047
A Employer identification number

13-1624021
B Telephone number (see instructions)

(212) 752-0071
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$353,204,314
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,049,943 7,078,325  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,796,829
b Gross sales price for all assets on line 6a 79,929,422
7 Capital gain net income (from Part IV, line 2)... 8,799,968
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)....... 236,649 520,954  
12 Total. Add lines 1 through 11........ 28,083,421 16,399,247  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,151,544 69,092   1,082,452
14 Other employee salaries and wages...... 1,581,099 67,540   1,513,559
15 Pension plans, employee benefits....... 1,129,671 56,484   959,737
16a Legal fees (attach schedule)......... 16,750 0   16,750
b Accounting fees (attach schedule)....... 64,100 0   58,600
c Other professional fees (attach schedule).... 620,377 612,895   5,542
17 Interest...............   789,112    
18 Taxes (attach schedule) (see instructions)... 130,173 94,229   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 857,104 0   771,379
21 Travel, conferences, and meetings....... 147,422 0   151,109
22 Printing and publications.......... 39,730 0   42,291
23 Other expenses (attach schedule)....... 1,139,948 2,342,044   1,180,494
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,877,918 4,031,396   5,781,913
25 Contributions, gifts, grants paid....... 13,223,929 12,416,201
26 Total expenses and disbursements. Add lines 24 and 25 20,101,847 4,031,396   18,198,114
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,981,574
b Net investment income (if negative, enter -0-) 12,367,851
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............. 1,488,833 4,467,361 4,467,361
2 Savings and temporary cash investments......... 4,867,451 1,335,911 1,335,911
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................   82,936 82,936
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.......... 167,052 89,476 89,476
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 81,293,275 Click to see attachment90,683,923 90,683,923
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).......... 233,044,953 Click to see attachment256,079,226 256,079,226
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment240,322 Click to see attachment465,481 Click to see attachment465,481
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 321,101,886 353,204,314 353,204,314
Liabilities 17 Accounts payable and accrued expenses.......... 316,786 278,193
18 Grants payable................. 12,347,354 13,155,082
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,100,066 Click to see attachment5,496,210
23 Total liabilities (add lines 17 through 22)......... 16,764,206 18,929,485
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........... 304,337,680 334,274,829
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)..... 304,337,680 334,274,829
30 Total liabilities and net assets/fund balances (see instructions). 321,101,886 353,204,314
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
304,337,680
2
Enter amount from Part I, line 27a .....................
2
7,981,574
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
22,865,125
4
Add lines 1, 2, and 3 ..........................
4
335,184,379
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
909,550
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
334,274,829
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 PUBLICLY TRADED SECURITIES      
b FIRST EAGLE INTERNATIONAL VALUE FUND, LP P    
c GLOBAL THEMATIC EQUITY, LP P    
d NEW GENERATION TURNAROUND FUND (DELAWARE), LP P    
e AMERICAN SECURITIES V, LP P    
ASP V ALTERNATIVE INVESTMENTS, LP P    
BRIGHTWOOD CAPITAL SPIC I, LP P    
CAPITAL DYNAMICS CHAMPION VENTURES IV (Q), LP P    
CROSS CREEK CAPITAL, LP P    
CRYSTAL RIDGE PARTNERS, LP P    
FUNDSMITH EQUITY FUND, LP P    
NORTH ATLANTIC VENTURE FUND V, LP P    
PEAKSPAN CAPITAL GROWTH PARTNERS I, LP P    
SEACOAST CAPITAL PARTNERS IV, LP P    
TIFF PARTNERS V-US, LLC P    
TIFF PARTNERS V-INTERNATIONAL, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2006, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2007, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2008, LLC P    
TIFF SECONDARY PARTNERS II, LLC P    
TIFF SPECIAL OPPORTUNITIES FUND, LLC P    
TORCHLIGHT DEBT OPPORTUNITY FUND VI, LP P    
VENTURE INVESTMENT ASSOCIATES VII, LP P    
VERDAD LEVERAGED COMPANY FUND, LP P    
VERDAD EUROPE FUND, LP P    
VERDAD JAPAN FUND, LP P    
MAKENA REAL ESTATE FUND II, LP P    
STEELHEAD PATHFINDER FUND, LTD P    
HRJ CAPITAL VC IV, LP P    
(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 79,929,422   77,774,676 2,154,746
b       768,520
c       -1,356,705
d       -701,553
e       -4,997
      -5,539
      198,133
      52,206
      366,125
      35,054
      1,292
      -383,731
      247,621
      -658,551
      -31,212
      -22,773
      136,964
      169,596
      3,750,619
      -10,680
      571,778
      13,292
      1,008,844
      -94,546
      -1,822
      28,931
      156,105
      2,402,451
      9,800
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       2,154,746
b       768,520
c       -1,356,705
d       -701,553
e       -4,997
      -5,539
      198,133
      52,206
      366,125
      35,054
      1,292
      -383,731
      247,621
      -658,551
      -31,212
      -22,773
      136,964
      169,596
      3,750,619
      -10,680
      571,778
      13,292
      1,008,844
      -94,546
      -1,822
      28,931
      156,105
      2,402,451
      9,800
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 8,799,968
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 18,859,473 340,386,932 0.055406
2017 17,068,217 329,538,908 0.051794
2016 17,472,614 301,706,978 0.057913
2015 15,526,368 315,244,788 0.049252
2014 16,342,641 324,026,966 0.050436
2
Total of line 1, column (d) .....................
2
0.264801
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
0.052960
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
333,391,190
5
Multiply line 4 by line 3......................
5
17,656,397
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
123,679
7
Add lines 5 and 6........................
7
17,780,076
8
Enter qualifying distributions from Part XII, line 4,.............
8
18,198,114
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 1 123,679
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 0
3 Add lines 1 and 2........................... 3 123,679
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 123,679
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 947,806
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 947,806
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 824,127
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet200,000 RefundedBullet 11 624,127
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletNY, DE, DC
    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 Click to see attachment.............
    11
    Yes
     
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WTGRANTFDN.ORG
    14
    The books are in care ofbulletWILLIAM T GRANT FOUNDATION INC Telephone no.bullet (212) 752-0071

    Located atbullet60 E 42ND STREETNEW YORKNY ZIP+4bullet101650047
    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
    ADAM GAMORAN PRESIDENT
    50.00
    522,489 71,659 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    VIVIAN TSENG SENIOR VICE PRESIDENT, PROGRAM
    50.00
    286,755 57,214 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    ROSANNA AYBAR VICE PRESIDENT, FINANCE AND ADMIN
    50.00
    267,800 82,117 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    RUSSELL PENNOYER CHAIRPERSON
    1.50
    10,000 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    JUDSON REIS TRUSTEE
    1.50
    5,500 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    MARGARET R BURCHINAL TRUSTEE
    1.50
    9,000 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    NOAH WALLEY TRUSTEE
    1.50
    5,000 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    PRUDENCE L CARTER TRUSTEE
    1.50
    5,000 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    SCOTT EVANS TRUSTEE
    1.50
    6,500 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    GREG DUNCAN TRUSTEE
    1.50
    4,000 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    ANDRES A ALONSO TRUSTEE
    1.50
    7,000 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    ESTELLE RICHMAN TRUSTEE
    1.50
    6,000 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    MARY PATILLO TRUSTEE
    1.50
    5,500 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    KENJI HAKUTA TRUSTEE
    1.50
    5,500 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    MARK SOLER TRUSTEE
    1.50
    5,500 0 0
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    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
    KIMBERLY DUMONT SENIOR PROGRAM OFFIC
    35.00
    178,498 28,448 0
    60 E 42ND STREET 43RD FL
    NEW YORK,NY101650047
    FABIENNE DOUCET PROGRAM OFFICER
    35.00
    136,408 48,778 0
    60 E 42ND STREET 43RD FL
    NEW YORK,NY101650047
    LINDA ROSANO DIR OF INFORMATION T
    35.00
    149,811 5,339 0
    60 E 42ND STREET 43RD FL
    NEW YORK,NY101650047
    PATRICIA DENTON DIR OF GRANTMAKING O
    35.00
    113,850 32,118 0
    60 E 42ND STREET 43RD FL
    NEW YORK,NY101650047
    JENNIFER IRONS PROGRAM OFFICER
    35.00
    122,846 15,595 0
    60 E 42ND STREET 43RD FL
    NEW YORK,NY101650047
    Total number of other employees paid over $50,000...................bullet 11
    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
    EAGLE CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 228,564
    499 PARK AVENUE
    NEW YORK,NY10022
    SILVERCREST ASSET MGMT INVESTMENT MANAGEMENT 167,540
    1330 AVE OF THE AMERICAS
    NEW YORK,NY10019
    BANK OF NEW YORK MELLON CUSTODIAL SERVICES 131,375
    PO BOX 11293
    NEW YORK,NY10277
    JA JENNINGS INC CONSTRUCTION SERVICES 105,830
    211 EAST 43RD STREET
    NEW YORK,NY10017
    MASS GENERAL HOSPITAL SPECIAL PROGRAM ADMINISTRATOR 85,388
    PO BOX 414876
    BOSTON,MA02241
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SUPPORT FOR WILLIAM T. GRANT SCHOLARS - THE FOUNDATION HOSTS AN ANNUAL RETREAT TO BRING TOGETHER THE ACTIVE COHORTS OF WILLIAM T. GRANT SCHOLARS. THE MEETING IS DESIGNED TO FOSTER A SUPPORTIVE ENVIRONMENT IN WHICH SCHOLARS CAN IMPROVE THEIR SKILLS AND WORK. THE RETREAT CONSISTS OF WORKSHOPS CENTERED ON SCHOLARS' PROJECTS, RESEARCH DESIGN AND METHODS ISSUES, AND PROFESSIONAL DEVELOPMENT. ADDITIONALLY, THE FOUNDATION SUPPORTS MENTORS FOR EACH SCHOLAR. COMBINED WITH THOSE CHOSEN IN PREVIOUS YEARS, THE FOUNDATION SUPPORTED 28 SCHOLARS IN 2019. 212,573
    2 SUPPORT FOR YOUTH SERVICE IMPROVEMENT GRANTEES - THE FOUNDATION PROVIDES TECHNICAL ASSISTANCE TO RECIPIENTS OF OUR YOUTH SERVICE IMPROVEMENT GRANTS, WHICH ARE AWARDED TO ORGANIZATIONS SEEKING TO IMPROVE THE SERVICES THEY PROVIDE TO YOUNG PEOPLE AGES 5 TO 25 IN THE FIVE BOROUGHS OF NEW YORK CITY. TECHNICAL ASSISTANCE, PROVIDED THROUGH A THIRD PARTY, CONSISTS OF 1) ONSITE CONSULTATION WITH INDIVIDUAL GRANTEES TO REFINE IMPROVEMENT PROJECT GOALS, INDICATORS, AND IMPLEMENTATION STRATEGIES, AND 2) LEARNING COMMUNITY MEETINGS BY COHORT FOCUSED ON AREAS OF COMMON INTEREST. 31,282
    3 MEETING PARTICIPATION AND SPONSORSHIP - IN 2019 FOUNDATION STAFF LED, PARTICIPATED IN, OR DELIVERED PRESENTATIONS AT MORE THAN APPROXIMATELY 75 CONVENINGS IN AREAS OF INTEREST TO THE FOUNDATION. THESE INCLUDED FOUNDATION-SPONSORED GRANTEE MEETINGS, RESEARCH CONFERENCES, AND NETWORK BUILDING OPPORTUNITIES. 140,375
    4 PUBLICATIONS - THE FOUNDATION SUPPORTS WRITING AND DISSEMINATION OF INFORMATION IN OUR FOCUS AREAS. THESE INCLUDE WHITE PAPERS, ESSAYS, BOOKS, AND OTHER PRODUCTS. 28,540
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    331,909,761
    b
    Average of monthly cash balances.......................
    1b
    6,558,452
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    338,468,213
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    338,468,213
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,077,023
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    333,391,190
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    16,669,560
    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
    16,669,560
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    123,679
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    123,679
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,545,881
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    216,559
    5
    Add lines 3 and 4............................
    5
    16,762,440
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    16,762,440
    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
    18,198,114
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    18,198,114
    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
    123,679
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    18,074,435
    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 16,762,440
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 519,074
    b From 2015......  
    c From 2016...... 2,607,926
    d From 2017...... 971,550
    e From 2018...... 2,527,774
    fTotal of lines 3a through e........ 6,626,324
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 18,198,114
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 16,762,440
    e Remaining amount distributed out of corpus 1,435,674
    5 Excess distributions carryover applied to 2019. 0 0
    (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 8,061,998
    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......
    0
    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) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    519,074
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    7,542,924
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016.... 2,607,926
    c Excess from 2017.... 971,550
    d Excess from 2018.... 2,527,774
    e Excess from 2019.... 1,435,674
    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).)
    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.
    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:
    ROSANNA AYBAR
    60 E 42ND STREET 43RD FLOOR
    NEW YORK,NY101650047
    (212) 752-0071
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WWW.HTTP://WTGRANTFOUNDATION.ORG/GRANTS
    cAny submission deadlines:
    SEE WWW.HTTP://WTGRANTFOUNDATION.ORG/GRANTS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE WWW.HTTP://WTGRANTFOUNDATION.ORG/GRANTS
    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
    AMERICAN EDUCATIONAL RESEARCH ASSOCIATION
    1430 K STREET NW SUITE 1200
    WASHINGTON,DC20005
      PC AERA INSTITUTE ON DIVERSITY, EQUITY, AND INCLUSION IN EDUCATION RESEARCH 15,000
    AMERICAN PSYCHOLOGICAL ASSOCIATION
    750 FIRST ST NE
    WASHINGTON,DC20002
      PC PSYCHOLOGY SUMMER INSTITUTE FOR EARLY CAREER RESEARCHERS 24,979
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016
      PC DO RELATIVE OR ABSOLUTE SPENDING LEVELS MATTER MORE? PROGRESSIVE FUNDING ALLOCATIONS AND LOW-INCOME STUDENT ACHIEVEMENT 21,340
    ARIZONA STATE UNIVERSITY
    PO BOX 2260TEMPE
    TEMPE,AZ85280
      PC TRANSICIONES: EXAMINING THE LATINO TRANSITION TO COLLEGE IN SUPPORT OF ACADEMIC EQUALITY 25,783
    ARIZONA STATE UNIVERSITY FOUNDATION
    PO BOX 871004
    TEMPE,AZ85287
      PC MENTORING AND CAREER DEVELOPMENT: DOANE AND PARK 20,266
    BARUCH COLLEGE
    55 LEXINGTON AVE
    NEW YORK,NY10010
      PC EFFECTS OF LEGAL STATUS CHANGE (DACA) ON INDIVIDUALS, WITHIN FAMILIES, AND ACROSS LOCAL ECOSYSTEMS 233,076
    BARUCH COLLEGE
    55 LEXINGTON AVE
    NEW YORK,NY10010
      PC MENTORING AND CAREER DEVELOPMENT: SMITH AND BESSERER 24,395
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467
      PC EDUCATOR PRACTICES IN IMMIGRANT-SERVING SCHOOLS: RESPONSES TO SHIFTING IMMIGRATION POLICIES ACROSS CONTEXTS OF RECEPTION 309,339
    BOSTON UNIVERSITY
    233 BAY STATE ROAD
    BOSTON,MA02215
      PC THE EFFECT OF REQUIRING STRUCTURED ENGLISH IMMERSION TRAINING FOR GENERAL EDUCATION TEACHERS ON STUDENT ACHIEVEMENT 122,656
    BROOKLYN ON TECH DBA NEW YORK ON TECH
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004
      PC CURRICULUM IMPROVEMENT PLAN FOR NYOT'S TECH FLEX LEADERS 25,000
    BROWN UNIVERSITY
    111 POWER STREET
    PROVIDENCE,RI02912
      PC MENTORING AND CAREER DEVELOPMENT: KRAFT WEST 25,641
    BROWN UNIVERSITY
    111 POWER STREET
    PROVIDENCE,RI02912
      PC TEACHER EFFECTS ON STUDENTS NON-COGNITIVE COMPETENCIES: A STUDY OF IMPACTS, INSTRUCTION, AND IMPROVEMENT 71,187
    CHAPIN HALL AT THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
      PC DO SCHOOL DISCIPLINARY STRUCTURES AMELIORATE OR EXACERBATE INEQUALITY? 69,039
    CLEVELAND STATE UNIVERSITY
    2121 EUCLID AVE
    CLEVELAND,OH44115
      PC INTEGRATED DATA TO REDUCE DISPROPORTIONALITY IN SCHOOL DISCIPLINE REFERRALS AND INCREASE ACCESS TO SUPPORTS 30,959
    CORNELL UNIVERSITY
    144 EAST AVE
    ITHICA,NY14853
      PC SCHOOL ENGAGEMENT AND AVOIDANCE AMONG SYSTEM-INVOLVED PARENTS WITH YOUNG CHILDREN 112,593
    CORNELL UNIVERSITY
    144 EAST AVE
    ITHICA,NY14853
      PC ADOLESCENT WELL-BEING IN AN ERA OF FAMILY COMPLEXITY 41,371
    CORNELL UNIVERSITY
    144 EAST AVE
    ITHICA,NY14853
      PC PROTECTING VULNERABLE FAMILIES AND CHILDREN IN THE CROSSHAIRS OF THE OPIOID EPIDEMIC 238,100
    DUKE UNIVERSITY
    2080 DUKE UNIVERSITY ROAD
    DURHAM,NC27708
      PC HOW DO STATE SOCIAL ASSISTANCE POLICIES AND PRACTICES IMPACT UTILIZATION AND OUTCOMES AMONG HISPANIC LOW INCOME YOUTH? 95,800
    DUKE UNIVERSITY
    2080 DUKE UNIVERSITY ROAD
    DURHAM,NC27708
      PC HOW POLITICS, POVERTY, AND SOCIAL POLICY IMPLEMENTATION SHAPE RACIAL INEQUALITY IN CHILD DEVELOPMENT IN THE RURAL SOUTH 100,577
    EDUCATIONAL TESTING SERVICE
    660 ROSEDALE ROAD
    PRINCETON,NJ08541
      PC AN INVESTIGATION OF THE LANGUAGE DEMANDS IN STANDARDS, ASSESSMENTS, AND CURRICULAR MATERIALS FOR ENGLISH LEARNERS 203,198
    FUND FOR PUBLIC SCHOOLS INC
    52 CHAMBERS STREET ROOM 305
    NEW YORK,NY10007
      PC NYCDOE FORUM ON CONNECTING RESEARCH, POLICY & PRACTICE 12,000
    GEORGE WASHINGTON UNIVERSITY
    2121 I ST NW
    WASHINGTON,DC20052
      PC STUDENT-TEACHER ETHNORACIAL MATCH AND STUDENT OUTCOMES IN LARGE URBAN SCHOOL DISTRICTS 33,293
    HETRICK-MARTIN INSTITUTE
    2 ASTOR PLACE
    NEW YORK,NY10003
      PC IMPROVING LGBTQ YOUTH SERVICES CURRICULUM TO ADAPT TO A YOUNGER TEENAGE YOUTH CONSTITUENCY POOL 25,000
    INNOVATIVE POLICY LAB
    64 WATERMAN STREET
    PROVIDENCE,RI02912
      PC RHODE TO COLLEGE: EVALUATION OF A PROGRAM TO INCREASE COLLEGE ENROLLMENT AMONG LOW-INCOME STUDENTS 256,018
    ITHRIVE GAMES FOUNDATION
    1161 BOYLSTON STREET
    NEWTON,MA02464
      POF USING DESIGN THINKING WITH BLACK YOUTH IN THE JUVENILE JUSTICE SYSTEM TO ADDRESS MENTAL HEALTH INEQUITIES 205,308
    JOHNS HOPKINS UNIVERSITY
    3400 N CHARLES STREET
    BALTIMORE,MD21218
      PC HOW MUCH CAN EVIDENCE FROM NATIONAL STUDIES IMPROVE LOCAL POLICY DECISIONS THAT AFFECT YOUTH? 187,136
    JOHNS HOPKINS UNIVERSITY
    3400 N CHARLES STREET
    BALTIMORE,MD21218
      PC CREATING MOVES TO OPPORTUNITY: USING MIXED METHODS TO UNDERSTAND POLICY MECHANISMS 49,077
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE BUILDING
    E17 ROOM 240
    CAMBRIDGE,MA02139
      PC USING UNIFIED SCHOOL ENROLLMENT SYSTEMS TO IMPROVE ACCESS TO EFFECTIVE SCHOOLS AND FOR RESEARCH AND EVALUATION 74,603
    MDRC
    200 VESEY STREET 23RD FLOOR
    NEW YORK,NY10281
      PC IES-MEN OF COLOR COLLEGE ACHIEVEMENT (MOCCA) PROJECT 504,909
    MICHIGAN STATE UNIVERSITY
    220 TROWBRIDGE RD
    EAST LANSING,MI48825
      PC REDUCING YOUTH MENTAL HEALTH INEQUALITIES THROUGH PEER PRACTICES: A DAILY DIARY STUDY OF ETHNIC/RACIAL PEER INTERACTIONS 13,505
    NATIONAL ACADEMY OF SCIENCES
    2101 CONSTITUTION AVENUE NW
    WASHINGTON,DC20418
      PC STANDING COMMITTEE ON ADVANCING SCIENCE COMMUNICATION RESEARCH AND PRACTICE 50,000
    NATIONAL ACADEMY OF SCIENCES
    2101 CONSTITUTION AVENUE NW
    WASHINGTON,DC20418
      PC SUPPORT FOR THE COMMITTEE ON LAW AND JUSTICE LEADERSHIP ACTIVITIES 110,558
    NATIONAL PUBLIC EDUCATION SUPPORT FUND
    PO BOX 227
    NEW YORK,NY10156
      PC EDUCATION FUNDER STRATEGY GROUP 25,000
    NATIONAL PUBLIC RADIO
    1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002
      PC NATIONAL PUBLIC RADIO'S COVERAGE OF CHILDREN, YOUTH AND FAMILIES 150,000
    NEW HAMPSHIRE CHARITABLE FOUNDATION
    37 PLEASANT ST
    CONCORD,NH03301
      PC COMMUNITY FOUNDATION OPPORTUNITY NETWORK 5,000
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
      PC YOUTH ORGANIZING TRAJECTORIES: CRITICAL CONSCIOUSNESS, DEVELOPMENTAL COMPETENCIES, AND SCHOOL ENGAGEMENT 204,832
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
      PC FRRM: A FATHER-SON INTERVENTION TO REDUCE TEEN FATHERHOOD AND LONG-TERM INEQUALITY AMONG BLACK AND LATINO MALE YOUTH 200,001
    NEW YORK UNIVERSITY
    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
      PC IMPROVING EXPERIENCES AND OUTCOMES OF IMMIGRANT YOUTH: AN EXAMINATION OF THE INTERNATIONALS NETWORK FOR PUBLIC SCHOOLS 206,138
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA02115
      PC MENTORING AND CAREER DVELOPMENT: MODESTINO AND PAUL 33,774
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA02115
      PC A MULTI-YEAR EVALUATION OF THE BOSTON YOUTH SUMMER EMPLOYMENT PROGRAM AND FEATURES TO REDUCE INEQUALITY ACROSS GROUPS 94,753
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208
      PC MENTORING AND CAREER DEVELOPMENT: ISPA-LANDA AND LEATHERWOOD 29,508
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208
      PC BREAKING THE CYCLE OF POVERTY AND LOW EXPECTATIONS: HOW COUNSELING ACTIVITIES PREDICT COLLEGE UNDERMATCH 32,573
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208
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    10 SEMINARY PLACE ROOM 9
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    4 HUNTINGTON STREET
    NEW BRUNSWICK,NJ08901
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    THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
    PO BOX 400160
    CHARLOTTESVILLE,VA22907
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    3 MORRILL HALL 100 CHURCH ST SE
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    PO BOX 29198
    SAN FRANCISCO,CA94129
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    110 SPROUL HALL 5800
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    1 SHIELDS AVE
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    1 SHIELDS AVE
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    19182 JAMBOREE ROAD
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    19182 JAMBOREE ROAD
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    19182 JAMBOREE ROAD
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    1147 MURPHY HALL BOX 951436
    LOS ANGELES,CA90095
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    LOS ANGELES,CA90095
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    5200 LAKE RD
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    9500 GILMAN DR
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    3201 SAASB BUILDING
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    1156 HIGH ST
    SANTA CRUZ,CA95064
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    4000 CENTRAL FLORIDA BLVD
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    4000 CENTRAL FLORIDA BLVD
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    4800 CALHOUN RD
    HOUSTON,TX77004
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    4800 CALHOUN RD
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    100 FUNKHOUSER BUILDING
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    7950 BALTIMORE AVENUE
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    500 S STATE STREET
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    500 S STATE STREET
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    500 S STATE STREET
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    4505 S MARYLAND PARKWAY
    LAS VEGAS,NV89154
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    4200 FIFTH AVE
    PITTSBURGH,PA15260
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    USC MCCARTHY WAY
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    101 EAST 21ST STREET
    AUSTIN,TX78712
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    27 KINGS COLLEGE CIRCLE
    TORONTO,ON M5S  
    CA
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    12 QUEENS PARK CRESCENT WEST 2ND FL
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    CA
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    ROOSEVELT WAY NE
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    ROOSEVELT WAY NE
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    2201 WEST END AVE
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    6100 MAIN STREET
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    106 ISABELLA STREET
    PITTSBURGH,PA15212
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    Total .................................bullet 3a 12,416,201
    bApproved for future payment
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016
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    300 FRANK H OGAWA PLAZA SUITE 256
    OAKLAND,CA94612
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    55 LEXINGTON AVE
    NEW YORK,NY10010
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    BARUCH COLLEGE
    55 LEXINGTON AVE
    NEW YORK,NY10010
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    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467
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    233 BAY STATE ROAD
    BOSTON,MA02215
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    CHAPIN HALL AT THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
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    CHAPIN HALL AT THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
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    727 15TH STREET NW 12TH FLOOR
    WASHINGTON,DC20005
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    2121 EUCLID AVE
    CLEVELAND,OH44115
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    525 W 120TH ST
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    144 EAST AVE
    ITHICA,NY14853
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    144 EAST AVE
    ITHICA,NY14853
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    DUKE UNIVERSITY
    2080 DUKE UNIVERSITY ROAD
    DURHAM,NC27708
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    2080 DUKE UNIVERSITY ROAD
    DURHAM,NC27708
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    1825 K STREET NW SUITE 200
    WASHINGTON,DC20006
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    660 ROSEDALE ROAD
    PRINCETON,NJ08541
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    2121 I ST NW
    WASHINGTON,DC20052
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    PO BOX 1100
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    64 WATERMAN STREET
    PROVIDENCE,RI02912
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    ITHRIVE GAMES FOUNDATION
    1161 BOYLSTON STREET
    NEWTON,MA02464
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    3400 N CHARLES STREET
    BALTIMORE,MD21218
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    200 VESEY STREET 23RD FLOOR
    NEW YORK,NY10281
      PC IES-MEN OF COLOR COLLEGE ACHIEVEMENT (MOCCA) PROJECT 94,203
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    171 ASHLEY AVE
    CHARLESTON,SC29425
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    PO BOX 227
    NEW YORK,NY10156
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    1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002
      PC COLLABORATIVE JOURNALISM NETWORK 25,000
    NATIONAL PUBLIC RADIO
    1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002
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    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
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    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
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    70 WASHINGTON SQUARE SOUTH
    NEW YORK,NY10012
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    70 WASHINGTON SQUARE SOUTH
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    360 HUNTINGTON AVE
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    633 CLARK ST
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    633 CLARK ST
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    633 CLARK ST
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    633 CLARK ST
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    13 APPIAN WAY
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    13 APPIAN WAY
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    13 APPIAN WAY
    CAMBRIDGE,MA02138
      PC BUILDING TEACHERS' RACE-RELATED COMPETENCIES TO PROMOTE YOUTH ETHNIC-RACIAL IDENTITY AND REDUCE ACADEMIC INEQUALITIES 120,992
    PRINCETON UNIVERSITY
    701 CARNEGIE CENTER
    PRINCETON,NJ08544
      PC UNDERSTANDING THE AMERICAN CHILD WELFARE SYSTEM 251,979
    PUBLIC POLICY INSTITUTE OF CALIFORNIA
    500 WASHINGTON STREET SUITE 600
    SAN FRANCISCO,CA09411
      PC REDUCING GAPS IN EDUCATIONAL ATTAINMENT - THE ROLE OF REMEDIATION REFORM IN CALIFORNIA COMMUNITY COLLEGES 203,574
    REGENTS OF THE UNIVERSITY OF COLORADO
    1800 NORTH GRANT STREET SUITE 400
    DENVER,CO80203
      PC MIND THE GAP: PARTNERING TO NARROW DENVERS ACHIEVEMENT GAPS BY RETAINING TOP TEACHERS 213,151
    REGENTS OF THE UNIVERSITY OF COLORADO
    1800 NORTH GRANT STREET SUITE 400
    DENVER,CO80203
      PC MEASURING THE EFFECTIVENESS OF RESEARCH-PRACTICE PARTNERSHIPS IN EDUCATION 307,228
    RUTGERS UNIVERSITY FOUNDATION
    4 HUNTINGTON STREET
    NEW BRUNSWICK,NJ08901
      PC ACTIVE SURVEILLANCE OF POLICY ECOSYSTEMS AND NETWORKS TO ENHANCE BROKERING OF RESEARCH EVIDENCE INTO STATE POLICYMAKING 676,182
    SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS
    1000 THOMAS JEFFERSON STREET NW
    WASHINGTON,DC20007
      PC ELEVATING THE CONVERSATION ON RESEARCH EVIDENCE CREATION AND USE IN THE RESEARCH COMMUNITY 22,000
    SUFFOLK UNIVERSITY
    73 TREMONT STREET
    BOSTON,MA02108
      PC CONNECTED SCHOLARS: A MIXED METHODS INVESTIGATION OF A SOCIAL CAPITAL INTERVENTION FOR FIRST-GENERATION COLLEGE STUDENTS 180,091
    THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
    PO BOX 400160
    CHARLOTTESVILLE,VA22907
      PC IMPLEMENTING STATE-LEVEL POLICY REFORM TO ELIMINATE SCHOOL DISCIPLINE DISPARITIES: A MIXED METHODS EXAMINATION 51,719
    THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
    PO BOX 400160
    CHARLOTTESVILLE,VA22907
      PC IMPROVING TEACHER-STUDENT RELATIONSHIPS TO HELP CLOSE THE RACIAL DISCIPLINE GAP FOR YOUNG STUDENTS 539,983
    THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
    PO BOX 400160
    CHARLOTTESVILLE,VA22907
      PC MENTORING AND CAREER DEVELOPMENT: BOTTIANI AND HENDERSON 54,124
    THE UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO,IL60637
      PC TRAUMA RESPONSIVE EDUCATIONAL PRACTICES: CPS-TREP PROJECT COLLABORATIVE 103,366
    THE URBAN INSTITUTE
    500 LENFANT PLAZA SW
    WASHINGTON,DC20024
      PC FEDERAL EVALUATION FORUM 48,071
    THE URBAN INSTITUTE
    500 LENFANT PLAZA SW
    WASHINGTON,DC20024
      PC DOES SUBSIDIZED PUBLIC HEALTH INSURANCE FOR PARENTS IMPROVE CHILDRENS HUMAN CAPITAL AND CLOSE ACHIEVEMENT GAPS? 66,300
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    535 W 116TH ST
    NEW YORK,NY10027
      PC RIKERS ISLAND LONGITUDINAL STUDY 184,660
    TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
    535 W 116TH ST
    NEW YORK,NY10027
      PC EVALUATING STRUCTURAL STRATEGIES FOR REDUCING HOMOPHOBIC BULLYING 204,896
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET
    PHILADELPHIA,PA19104
      PC INSTITUTE IN ADVANCED CRITICAL QUANTITATIVE AND COMPUTATIONAL METHODOLOGIES 399,999
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT STREET
    PHILADELPHIA,PA19104
      PC C-SAIL NATIONAL CONFERENCE, GETTING THROUGH THE CLASSROOM DOOR: A 20/20 VISION FOR STANDARDS-BASED REFORM 15,000
    UNIVERSITY OF CALIFORNIA BERKELEY
    110 SPROUL HALL 5800
    BERKELEY,CA94720
      PC MENTORING AND CAREER DEVELOPMENT: HOLMES, FERNNDEZ, AND MARTINEZ 29,998
    UNIVERSITY OF CALIFORNIA BERKELEY
    110 SPROUL HALL 5800
    BERKELEY,CA94720
      PC UNEQUALLY 'HISPANIC': INTERSECTIONAL INEQUALITIES AND RESILIENCY AMONG INDIGENOUS 'HISPANIC' YOUTH 132,771
    UNIVERSITY OF CALIFORNIA BERKELEY
    110 SPROUL HALL 5800
    BERKELEY,CA94720
      PC SUBJECTIVITY AND BIAS IN COLLEGE ADMISSIONS: CAN LETTERS OF RECOMMENDATION PROMOTE FAIRER DECISIONS? 134,576
    UNIVERSITY OF CALIFORNIA BERKELEY
    110 SPROUL HALL 5800
    BERKELEY,CA94720
      PC UNSTABLE AND UNPREDICTABLE WORK SCHEDULES AND CHILD DEVELOPMENT: DESCRIPTIVE AND QUASI-EXPERIMENTAL EVIDENCE 162,841
    UNIVERSITY OF CALIFORNIA BERKELEY
    110 SPROUL HALL 5800
    BERKELEY,CA94720
      PC WHO IS HEARING YOUTH VOICE RESEARCH? STRENGTHENING THE USE OF RESEARCH EVIDENCE FROM YPAR 544,640
    UNIVERSITY OF CALIFORNIA DAVIS
    1 SHIELDS AVE
    DAVIS,CA95616
      PC SUPPORTING YOUNG STUDENTS' SPECIAL NEEDS IN NEW IMMIGRANT DESTINATIONS 98,881
    UNIVERSITY OF CALIFORNIA IRVINE
    19182 JAMBOREE ROAD
    IRVINE,CA92612
      PC THE UNEQUAL INTERGENERATIONAL CONSEQUENCES OF PATERNAL INCARCERATION: CONSIDERING SENSITIVE PERIODS, RESILIENCY, AND MECHANISMS 76,308
    UNIVERSITY OF CALIFORNIA LOS ANGELES
    1147 MURPHY HALL BOX 951436
    LOS ANGELES,CA90095
      PC COORDINATED KNOWLEDGE SYSTEMS: CONNECTING EVIDENCE TO ACTION TO ENGAGE STUDENTS IN SCHOOL-BASED MENTAL HEALTH 131,641
    UNIVERSITY OF CALIFORNIA MERCED
    5200 LAKE RD
    MERCED,CA95343
      PC HOW DOES INSTITUTIONAL CONTEXT MATTER? SHAPING SUCCESS FOR DISADVANTAGED COLLEGE STUDENTS 28,964
    UNIVERSITY OF CALIFORNIA SAN DIEGO
    9500 GILMAN DR
    LA JOLLA,CA92093
      PC COMMUNITY ACADEMIC PARTNERSHIP FOR TRANSLATIONAL USE OF RESEARCH EVIDENCE (CAPTURE) IN POLICY AND PRACTICE 494,189
    UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION
    4000 CENTRAL FLORIDA BLVD
    ORLANDO,FL32816
      PC MENTORING AND CAREER DEVELOPMENT: WISNIEWSKI AND BADILLO-URQUIOLA 30,537
    UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION
    4000 CENTRAL FLORIDA BLVD
    ORLANDO,FL32816
      PC REDUCING DIGITAL INEQUALITY BY EMPOWERING AT-RISK YOUTH TO BE RESILIENT AGAINST ONLINE SEXUAL PREDATION RISKS 179,393
    UNIVERSITY OF GEORGIA
    405 COLLEGE STATION RD
    ATHENS,GA30602
      PC FAMILY FIRST ACT POLICY RESEARCH 50,000
    UNIVERSITY OF HOUSTON
    4800 CALHOUN RD
    HOUSTON,TX77004
      PC CLOSING THE GAP: ADDRESSING THE LEARNING NEEDS OF ENGLISH LANGUAGE LEARNERS IN MAINSTREAM CLASSROOM 24,457
    UNIVERSITY OF KENTUCKY
    100 FUNKHOUSER BUILDING
    LEXINGTON,KY40506
      PC MENTORING AND CAREER DEVELOPMENT: FARR AND SIMON 33,564
    UNIVERSITY OF KENTUCKY
    100 FUNKHOUSER BUILDING
    LEXINGTON,KY40506
      PC REDUCING HARM OF DISCRIMINATION AMONG DIVERSE ADOLESCENTS WITH LGBTQ PARENTS 209,070
    UNIVERSITY OF MARYLAND COLLEGE PARK
    7950 BALTIMORE AVENUE
    COLLEGE PARK,MD20742
      PC DO SCHOOL-BASED HEALTH SERVICES REDUCE ACADEMIC AND BEHAVIORAL INEQUALITIES AMONG YOUTH? 101,261
    UNIVERSITY OF MICHIGAN
    500 S STATE STREET
    ANN ARBOR,MI48109
      PC SOCIAL-EMOTIONAL LEARNING, SCHOOL OUTCOMES, AND CIVIC ENGAGEMENT EQUITY: LEVERAGING FAMILY AND COMMUNITY INFLUENCES 284,922
    UNIVERSITY OF MICHIGAN
    500 S STATE STREET
    ANN ARBOR,MI48109
      PC CAN AN INFORMATIONAL INTERVENTION REDUCE RACE- AND CLASS-BASED GAPS IN AP COURSE-TAKING? 146,236
    UNIVERSITY OF NEVADA LAS VEGAS
    4505 S MARYLAND PARKWAY
    LAS VEGAS,NV89154
      PC EMBEDDED COUNSELING FOR COMMUNITY COLLEGE STUDENTS IN ESL PROGRAMS: A CASE STUDY AT AN IMMIGRANT-SERVING INSTITUTION 16,353
    UNIVERSITY OF ROCHESTER
    PO BOX 270251
    ROCHESTER,NY14627
      PC SRCD SPECIAL TOPIC WORKSHOP: ADDRESSING AND REDUCING INEQUALITY THROUGH DEVELOPMENTAL SCIENCE 17,301
    UNIVERSITY OF SOUTH FLORIDA TAMPA
    4202 E FOWLER AVE
    TAMPA,FL33620
      PC DEVELOPMENT, CONSEQUENCES, AND APPLIED IMPLICATIONS OF PREJUDICE 17,250
    UNIVERSITY OF SOUTHERN CALIFORNIA
    USC MCCARTHY WAY
    LOS ANGELES,CA90007
      PC PLACE-BASED OPPORTUNITY: HOUSING MODELS TO REDUCE INEQUALITY IN CHILDREN'S CONTEXTS 297,729
    UNIVERSITY OF TEXAS AT AUSTIN
    101 EAST 21ST STREET
    AUSTIN,TX78712
      PC GROWTH MINDSET AND SOCIOECONOMIC DISPARITIES IN COLLEGE READINESS 499,656
    UNIVERSITY OF TEXAS AT AUSTIN
    101 EAST 21ST STREET
    AUSTIN,TX78712
      PC PREVENTING UNINTENDED REPEAT BIRTHS TO HISPANIC ADOLESCENTS 100,431
    UNIVERSITY OF TORONTO
    27 KINGS COLLEGE CIRCLE
    TORONTO,ON M5S  
    CA
      PC RAISING ACADEMIC ACHIEVEMENT IN UNDER-PERFORMING SCHOOLS THROUGH IMPROVED MANAGEMENT 264,271
    UNIVERSITY OF TORONTO
    27 KINGS COLLEGE CIRCLE
    TORONTO,ON M5S  
    CA
      PC THE THEORIES OF RACE AND INDIGENEITY THAT INFORM RESEARCH ON REDUCING INEQUALITY 50,000
    VANDERBILT UNIVERSITY
    2201 WEST END AVE
    NASHVILLE,TN37235
      PC HOW DOES WORKING WHILE ENROLLED AFFECT THE ACADEMIC AND LABOR-MARKET OUTCOMES OF LOW-INCOME COLLEGE STUDENTS? 270,729
    WILLIAM MARSH RICE UNIVERSITY
    6100 MAIN STREET
    HOUSTON,TX77005
      PC NATIONAL NETWORK OF EDUCATION RESEARCH-PRACTICE PARTNERSHIPS 261,820
    Total .................................bullet 3b 13,155,082
    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 ...........
             
    4 Dividends and interest from securities.... 525990 33,477 14 6,016,466  
    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.....     01    
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 21,796,829  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANT REFUNDS
        01 216,559  
    bLITIGATION PROCEEDS     01 815  
    cOTHER INCOME     01 19,275  
    dGAIN (LOSS) THROUGH K-1S 525990 -17,898 18 17,898  
    eOTHER INVESTMENT INCOME THROUGH K-1S 525990 266,134 01 -266,134  
    12 Subtotal. Add columns (b), (d), and (e).. 281,713 27,801,708 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    28,083,421
    (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


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    Special Condition Description