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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
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$1,028,564,578J 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 747,680 747,680  
4 Dividends and interest from securities... 3,607,018 16,891,681  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -21,609,042
b Gross sales price for all assets on line 6a 137,789,245
7 Capital gain net income (from Part IV, line 2)... 22,346,016
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 67,484,832 8,528,120  
12 Total. Add lines 1 through 11........ 50,230,488 48,513,497  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,574,200 131,774   2,354,576
14 Other employee salaries and wages...... 1,460,924     1,460,924
15 Pension plans, employee benefits....... 1,252,829 27,957   1,206,234
16a Legal fees (attach schedule)......... Click to see attachment 172,056 44,590 0 127,466
b Accounting fees (attach schedule)....... Click to see attachment 106,694 25,597 0 81,097
c Other professional fees (attach schedule).... Click to see attachment 4,415,240 3,097,834   1,317,406
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 346,041 501,098    
19 Depreciation (attach schedule) and depletion... Click to see attachment 250,807    
20 Occupancy.............. 903,994     903,994
21 Travel, conferences, and meetings....... 676,946     676,946
22 Printing and publications.......... 54,590     54,590
23 Other expenses (attach schedule)....... Click to see attachment 675,888 12,029,328   675,888
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,890,209 15,858,178 0 8,859,121
25 Contributions, gifts, grants paid....... 36,619,194 41,343,491
26 Total expenses and disbursements. Add lines 24 and 25 49,509,403 15,858,178 0 50,202,612
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 721,085
b Net investment income (if negative, enter -0-) 32,655,319
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 34,556,388 21,816,972 21,816,972
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.......... 134,238 149,277 149,277
10a Investments—U.S. and state government obligations (attach schedule) 1,040,704 Click to see attachment1,041,408 1,041,408
b Investments—corporate stock (attach schedule)....... 51,418,553 Click to see attachment63,039,346 63,039,346
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).......... 937,872,621 Click to see attachment921,024,896 921,024,896
14 Land, buildings, and equipment: basis bullet3,165,093
Less: accumulated depreciation (attach schedule) bullet460,253 2,867,670 Click to see attachment2,704,840 2,704,840
15 Other assets (describe bullet) Click to see attachment13,418,112 Click to see attachment18,787,839 Click to see attachment18,787,839
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,041,308,286 1,028,564,578 1,028,564,578
Liabilities 17 Accounts payable and accrued expenses.......... 1,841,397 1,993,988
18 Grants payable................. 28,488,710 23,504,638
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)......... 30,330,107 25,498,626
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,010,978,179 1,003,065,952
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,010,978,179 1,003,065,952
31 Total liabilities and net assets/fund balances (see instructions). 1,041,308,286 1,028,564,578
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,010,978,179
2
Enter amount from Part I, line 27a .....................
2
721,085
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,011,699,264
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,633,312
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,003,065,952
Form 990-PF (2018)
Form 990-PF (2018)
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 111,987,573   115,443,229 -3,455,656
b 25,801,672     25,801,672
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       -3,455,656
b       25,801,672
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 22,346,016
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))
2017 50,477,411 1,009,801,186 0.049987
2016 48,203,643 956,120,769 0.050416
2015 47,688,415 936,709,499 0.050911
2014 43,921,076 999,233,846 0.043955
2013 47,409,793 946,120,213 0.05011
2
Total of line 1, column (d) .....................
2
0.245379
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
0.049076
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
989,839,536
5
Multiply line 4 by line 3......................
5
48,577,365
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
326,553
7
Add lines 5 and 6........................
7
48,903,918
8
Enter qualifying distributions from Part XII, line 4,.............
8
50,867,351
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 (2018)
Form 990-PF (2018)
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 1 326,553
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........................... 3 326,553
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- ..... 5 326,553
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,762,237
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,762,237
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 1,435,684
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,435,684 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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    DONALD CHEN FROM 1118 PRESIDENT/CEO
    40.0     		332,769 63,111 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    PHILLIP HENDERSON thru 918 PRESIDENT
    40.0     		309,526 46,585 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MARC DE VENOGE VP FINANCE AND ADMINISTRATION
    40.0     		439,248 93,190 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    ELIZABETH FADER VP PROGRAMS
    40.0     		310,655 51,838 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    LETICIA PEGUERO thru 119 EXECUTIVE DIRECTOR
    40.0     		133,821 30,604 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JONATHAN GOLDBERG DIR. OF LEARNING & GRANT OPER.
    40.0     		234,531 55,796 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    FRANCISCO TORRES-CAMPOS PROGRAM DIR. THRIVING CULTURES
    40.0     		186,300 36,841 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    HELEN CHIN PRGM DIR -SUSTAINABLE ENVIRON.
    40.0     		193,163 56,958 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    SHUAIB SIDDIQUI DIR. OF MISSION RELATED INVEST
    40.0     		202,550 38,828 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MANUELA ARCINIEGAS PROGRAM DIRECTOR
    40.0     		118,368 47,437 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MEKAELIA DAVIS FROM 1118 PROGRAM DIR - INCLUSIVE ECONO.
    40.0     		113,269 28,114 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 D 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 S SPENSLEY DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    TIMOTHY D 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
    MATTHEW WALEGIR CONTROLLER
    40.0     		155,000 52,390 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    ALISON CORWIN PROGRAM OFFICER
    40.0     		134,550 30,073 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    PATRICE GREEN PROGRAM OFFICER
    40.0     		134,025 30,263 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JOSHUA ELLIOTT HR MANAGER
    40.0     		105,000 26,527 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JESSICA GARZ THRU 918 PROGRAM OFFICER
    40.0     		100,007 25,928 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    Total number of other employees paid over $50,000...................bullet 10
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    CAMBRIDGE ASSOCIATES INVESTMENT CONSULT. 1,774,096
    100 SUMMER STREET
    BOSTON,MA02110
    THE NORTHERN TRUST COMPANY CUSTODIAL BANK 483,998
    50 S LASALLE STREET
    CHICAGO,IL60675
    SILCHESTER INVESTMENT MGMT. 256,203
    1 BURTON STREET
    LONDON   W1J 6TL
    UK
    SANDS CAPITAL MANAGEMENT INVESTMENT MGMT. 203,924
    1101 WILSON BOULEVARD SUITE 2300
    ARLINGTON,VA22209
    TAMMY DOWLEY-BLACKMAN GROUP LLC CONTRACTOR 153,372
    714 SOUTH WOLFE STREET SUITE 6002
    BALTIMORE,MD21231
    Total number of others receiving over $50,000 for professional services.............bullet13
    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 GREENLINE VENTURES (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 266,123
    2 LOAN TO LIVING CITIES BLENDED CATALYST FUND, LLC (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 154,643
    All other program-related investments. See instructions.
    3 Click to see attachment 155,996
    Total. Add lines 1 through 3.........................bullet576,762
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    253,381,412
    b
    Average of monthly cash balances.......................
    1b
    28,546,717
    c
    Fair market value of all other assets (see instructions)................
    1c
    722,985,106
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,004,913,235
    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
    1,004,913,235
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,073,699
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    989,839,536
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,491,977
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    49,491,977
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    326,553
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    326,553
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    49,165,424
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    725,086
    5
    Add lines 3 and 4............................
    5
    49,890,510
    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
    49,890,510
    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
    50,202,612
    b
    Program-related investments—total from Part IX-B..................
    1b
    576,762
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    87,977
    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
    50,867,351
    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
    326,553
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    50,540,798
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 49,890,510
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,376,116
    b From 2014......  
    c From 2015...... 1,666,516
    d From 2016...... 926,689
    e From 2017...... 868,690
    fTotal of lines 3a through e........ 4,838,011
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 50,867,351
    a Applied to 2017, 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 2018 distributable amount..... 49,890,510
    e Remaining amount distributed out of corpus 976,841
    5 Excess distributions carryover applied to 2018.    
    (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 5,814,852
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		1,376,116
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		4,438,736
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 1,666,516
    c Excess from 2016.... 926,689
    d Excess from 2017.... 868,690
    e Excess from 2018.... 976,841
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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. www.surdna.org
    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 (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A Long Walk Home
    1658 N Milwaukee Ave Suite 104
    Chicago,IL60647     		No relationship PC General Support 1,600
    Able South Carolina
    720 Gracern Road
    Columbia,SC29210     		No relationship PC General Support 105
    Aeris Insight Inc
    100 South Juniper Street Third Flo
    Philadelphia,PA19107     		No relationship PC General Support 70,000
    ALIGN the Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No relationship PC General Support 100,000
    Alliance for California Traditional Arts
    744 P Street Suite 307
    Fresno,CA93721     		No relationship PC General Support 150,000
    Alliance for Global Justice
    225 E 26th St Suite 1
    Tucson,AZ85713     		No relationship PC General Support 500,000
    Alliance For Justice
    Eleven Dupont Circle NW Suite 500
    Washington,DC20036     		No relationship PC General Support 50,000
    Allied Media Projects
    1426 Third Avenue
    Detroit,MI48201     		No relationship PC General Support 125,000
    Allied Media Projects-Complex Movements
    1426 Third Avenue
    Detroit,MI48201     		No relationship PC General Support 50,000
    Alternate ROOTS
    1270 Caroline St
    Atlanta,GA30307     		No relationship PC General Support 150,000
    American Conservation Film Festival
    PO Box 889
    Shepherdstown,WV25443     		No relationship PC General Support 5,000
    American Youth Policy Forum
    1200 18th Street NW Suite 1200
    Washington,DC20036     		No relationship PC General Support 69,457
    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 5,000
    Appalachian Mountain Club
    5 Joy Street
    Boston,MA02108     		No relationship PC General Support 10,000
    Arizona State University Foundation
    PO Box 2260
    Tempe,AZ85280     		No relationship PC General Support 50,000
    Arts and Humanities Alliance of Jefferson County
    PO Box 2051
    Shepherdstown,WV25443     		No relationship PC General Support 2,500
    Asian American Writers' Workshop
    112 W 27th Street
    New York,NY10001     		No relationship PC General Support 200,000
    Asian AmericansPacific Islanders in Philanthropy
    300 Frank H Ogawa Plaza Suite 256
    Oakland,CA94612     		No relationship PC General Support 10,000
    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 150,000
    Aspen Institute
    2300 N Street NW
    Washington,DC20037     		No relationship PC General Support 225,000
    Auburn Seminary
    475 Riverside Drive Suite 1800
    New York,NY10115     		No relationship PC General Support 150,000
    AXIS Dance Company
    1428 Alice Street Suite 200
    Oakland,CA94612     		No relationship PC General Support 50,000
    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 5,000
    Bend the Arc - A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY10001     		No relationship PC General Support 75,000
    Berkeley Repertory Theatre
    999 Harrison Street
    Berkeley,CA94710     		No relationship PC General Support 5,000
    Beth Chayim Chadashim
    6090 W Pico Blvd
    Los Angeles,CA90035     		No relationship PC General Support 10,000
    Better Together
    2804 SW 6th Street
    Redmond,OR97756     		No relationship PC General Support 10,000
    Bicycle Coalition of Greater Philadelphia
    1500 Walnut Street Suite 1107
    Philadelphia,PA19102     		No relationship PC General Support 1,000
    Black Alliance for Just Immigration
    660 Nostrand Avenue
    Brooklyn,NY11216     		No relationship PC General Support 60,000
    Black Tech Mecca
    1608 S Ashland Ave 75385
    CHICAGO,IL60608     		No relationship PC General Support 195,000
    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 - Office of Uni Advancement Alumn
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		No relationship PC General Support 1,000
    Breast Cancer Prevention Partners
    1388 Sutter Street Suite 400
    San Francisco,CA94109     		No relationship PC General Support 20,000
    BRIC Arts Media Inc
    647 Fulton Street
    Brooklyn,NY11217     		No relationship PC General Support 100,000
    Brookings Institution
    1775 Massachusetts Avenue NW
    Washington,DC20036     		No relationship PC General Support 5,000
    Brown University
    Box 1877
    Providence,RI02912     		No relationship PC General Support 100
    buildingcommunityWORKSHOP
    416 S Ervay Street
    Dallas,TX75201     		No relationship PC General Support 75,000
    Bulletin of the Atomic Scientists
    PO Box 15461
    Chicago,IL60615     		No relationship PC General Support 200
    BVM Capacity Building Institute
    3645 Marketplace Blvd Suite 130-20
    East Point,GA30344     		No relationship PC General Support 225,000
    California Partnership for Safe Communities
    825 Washington Street Suite 200
    Oakland,CA94607     		No relationship PC General Support 90,000
    Camelback Ventures
    643 Magazine Street Suite 206
    New Orleans,LA70130     		No relationship PC General Support 75,000
    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 150,000
    Campaign for Youth Justice
    1220 L St NW Suite 605
    Washington,DC20005     		No relationship PC General Support 75,000
    Canadian Ct for Legal Innovation in Sexual Assault
    1622 Walnut Street
    Halifax,Nova ScotiaB3H 3S4
    CA     		No relationship PF General Support 75,000
    Cantus
    1202 Marquette Ave S Suite 100
    Minneapolis,MN55403     		No relationship PC General Support 5,000
    CEL Education Fund
    1330 Broadway 3rd Floor
    Oakland,CA94612     		No relationship PC General Support 275,000
    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 South San Pedro Street Suite
    Los Angeles,CA90012     		No relationship PC General Support 50,000
    Center for Effective Philanthropy
    675 Massachusetts Avenue 7th Floor
    Cambridge,MA02139     		No relationship PC General Support 25,105
    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 Performance and Civic Practice
    PO Box 25691
    Chicago,IL60625     		No relationship PC General Support 50,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237     		No relationship PC General Support 310,000
    Center for Story-based Strategy
    654 13th Street
    Oakland,CA94612     		No relationship PC General Support 100,000
    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 125,000
    Center for Urban PedagogyDesign Futures
    232 Third Street D201
    Brooklyn,NY11215     		No relationship PC General Support 50,000
    Center on Wisconsin Strategy
    University of Wisconsin 1180 Obser
    Madison,WI53706     		No relationship PC General Support 100,000
    Central Oregon Community College Foundation
    2600 NW College Way
    Bend,OR97701     		No relationship PC General Support 2,000
    Centro De Trabajadores Unidos En La Lucha
    3715 Chicago Ave
    Minneapolis,MN55407     		No relationship PC General Support 30,000
    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 23,000
    Chicago United Inc
    300 E Randolph Street
    Chicago,IL60601     		No relationship PC General Support 175,000
    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 5,000
    Church of Saint Mary's
    1300 Northern Boulevard
    Manhasset,NY11030     		No relationship PC General Support 5,000
    Cincinnati USA Regional Chamber Foundation
    3 East 4th Street Suite 200
    Cincinnati,OH45202     		No relationship PC General Support 200,000
    Cintrifuse
    1311 Vine Street
    Cincinnati,OH45202     		No relationship PC General Support 200,000
    Citizen Schools
    308 Congress Street 5th Floor
    Boston,MA02210     		No relationship PC General Support 500
    City of Oakland CA
    Oakland City Hall
    Oakland,CA94612     		No relationship PC General Support 75,000
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No relationship PC General Support 75,000
    Clinton Community Christian Corporation
    2001 West Northside Drive
    Clinton,MS39056     		No relationship PC General Support 80,000
    ColorOfChangeorg Education Fund
    1714 Franklin St Ste 100-136
    Oakland,CA94612     		No relationship PC General Support 50,000
    Common Counsel Foundation
    1624 Franklin St 1022
    Oakland,CA94612     		No relationship PC General Support 150,000
    Common Counsel Foundation-Neighborhood Fndrs Group
    1624 Franklin St 1022
    Oakland,CA94612     		No relationship PC General Support 2,000,000
    Common Justice
    540 Atlantic Avenue 4th Floor
    Brooklyn,NY11217     		No relationship PC General Support 75,000
    Communities United
    4749 N Kedzie
    Chicago,IL60625     		No relationship PC General Support 80,000
    Community Aid & Development Corporation
    CAD P O Box 361270
    Decatur,GA30036     		No relationship PC General Support 50,000
    Community Arts Stabilization Trust
    70 Otis Street 1st Floor
    San Francisco,CA94103     		No relationship PC General Support 100,000
    Community Labor United
    8 BEACON STREET 5TH FLOOR
    Boston,MA02108     		No relationship PC General Support 75,000
    Community LIFT
    119 S Court Suite 100
    Memphis,TN38103     		No relationship PC General Support 150,000
    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 50,000
    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
    Council on Foundations
    2121 Crystal Drive Suite 700
    Arlington,VA22202     		No relationship PC General Support 50,000
    Creative Capital Foundation
    15 Maiden Lane 18th Floor
    New York,NY10038     		No relationship PC General Support 50,000
    Cristo Rey Boston High School
    100 Savin Hill Avenue
    Boston,MA02125     		No relationship PC General Support 1,000
    Culver Educational Foundation
    1300 Academy Road 153
    Culver,IN46511     		No relationship PC General Support 10,000
    DC Center for the LGBT Community
    2000 14th Street NW Suite 105
    Washington,DC20009     		No relationship PC General Support 15,000
    Deep Center
    Box 5582
    Savannah,GA31414     		No relationship PC General Support 50,000
    Dmos A Network for Ideas & Actions
    80 Broad St Fl 4
    New York,NY10004     		No relationship PC General Support 182,000
    Deschutes United Way
    PO Box 5969
    Bend,OR97708     		No relationship PC General Support 2,500
    Didtechnology Inc
    50 Hurt Plaza SE Suite 1610
    Atlanta,GA30303     		No relationship PC General Support 200,000
    Dorchester Bay Economic Development Corp
    594 Columbia Road Suite 302
    Dorchester,MA02125     		No relationship PC General Support 7,500
    East Bay College Fund
    300 Frank Ogawa Plaza Suite 430
    Oakland,CA94612     		No relationship PC General Support 5,000
    Economic Policy Institute
    1225 Eye St NW Suite 600
    Washington,DC20005     		No relationship PC General Support 650,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Suite 203
    Miami,FL33132     		No relationship PC General Support 122,342
    Education Foundation for Bend-La Pine Schools
    520 NW Wall Street Room 325
    Bend,OR97703     		No relationship PC General Support 20,500
    EdVestors
    140 Clarendon St
    Boston,MA02116     		No relationship PC General Support 2,000
    Efforts of Grace Inc
    1712 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No relationship PC General Support 150,000
    Elijah's Promise
    211 Livingston Avenue
    New Brunswick,NJ08901     		No relationship PC General Support 27,500
    Elon University
    2600 Campus Box
    Elon,NC27244     		No relationship PC General Support 5,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW Suite 900B
    Washington,DC20036     		No relationship PC General Support 100,000
    Emerson College
    120 Boylston Street
    Boston,MA02116     		No relationship PC General Support 100,000
    Eno Center for Transportation
    1629 K Street NW Suite 200
    Washington,DC20036     		No relationship PC General Support 50,000
    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 10,000
    Environmental Health CoalitionCalifornia Environ
    2727 Hoover Avenue
    National City,CA91950     		No relationship PC General Support 150,000
    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 75,000
    Eyebeam Atelier
    199 Cook Street Suite 104
    Brooklyn,NY11206     		No relationship PC General Support 15,000
    Fair Food Network
    1250 North Main Street North Suite
    Ann Arbor,MI48104     		No relationship PC General Support 50,000
    Family Independence Initiative-National
    PO BOX 71363
    Oakland,CA94612     		No relationship PC General Support 5,000
    Family Values at Work A Multi-State Consortium
    207 E Buffalo St Suite 211
    Milwaukee,WI53202     		No relationship PC General Support 200,000
    Firelight Media Inc
    324 Convent Avenue
    New York,NY10031     		No relationship PC General Support 75,000
    First Corinthian Baptist Church
    1912 Adam Clayton Powell Jr Blvd
    New York,NY10026     		No relationship PC General Support 1,000
    First Peoples Fund
    706 West Boulevard
    Rapid City,SD57701     		No relationship PC General Support 250,000
    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 40,000
    Foundation Center
    32 Old Slip
    New York,NY10005     		No relationship PC General Support 25,000
    Foundation for Louisiana-Greater New Orleans Fund
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816     		No relationship PC General Support 50,000
    Foundation for MetroWest
    3 Eliot St
    Natick,MA01760     		No relationship PC General Support 5,000
    Fractured Atlas Productions Inc
    PO Box 55
    Hartsdale,NY10530     		No relationship PC General Support 50,000
    Fractured Atlas Productions IncCrux
    PO Box 55
    Hartsdale,NY10530     		No relationship PC General Support 150,000
    Fractured Atlas Productions-Association for Commun
    PO Box 55
    Hartsdale,NY10530     		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 150,000
    Friedreichs Ataxia Research Alliance FARA
    102 Pickering Way Suite 200
    Exton,PA19341     		No relationship PC General Support 100
    Friends of Happy Retreat
    600 Mordington Ave
    Charles Town,WV25414     		No relationship PC General Support 10,000
    Friends School of Baltimore
    5114 North Charles Street
    Baltimore,MD21210     		No relationship PC General Support 500
    Fund for the City of New York
    121 Avenue of the Americas
    New York,NY10013     		No relationship PC General Support 206
    Funders' Network for Smart Growth and Livable Comm
    6705 SW 57th Avenue Suite 700
    Coral Gables,FL33143     		No relationship PC General Support 200,000
    Girls for Gender Equity Inc
    25 Chapel Street
    Brooklyn,NY11201     		No relationship PC General Support 5,000
    Global Impact Investing Network
    1 Battery Park Plaza
    New York,NY10004     		No relationship PC General Support 50,000
    Global Philanthropy Partnership
    1916 N Mohawk Street Apt 7
    Chicago,IL60614     		No relationship PC General Support 325,000
    Good Jobs First
    1616 P Street NW
    Washington,DC20036     		No relationship PC General Support 400,000
    Good Old Lower East Side Inc
    173 Avenue B
    New York City,NY10009     		No relationship PC General Support 75,000
    Grantmakers for Effective Organizations
    1310 L Street NW 650
    Washington,DC20005     		No relationship PC General Support 55,000
    Grantmakers in the Arts
    522 Courtlandt Avenue
    Bronx,NY10451     		No relationship PC General Support 50,000
    Grassroots Global Justice
    7000 Carroll Ave Suite 200
    Takoma Park,MD20912     		No relationship PC General Support 75,000
    Grassroots Global Justice-It Takes Roots
    7000 Carroll Ave Suite 200
    Takoma Park,MD20912     		No relationship PC General Support 200,000
    Greater Milwaukee Committee for Community Developm
    247 Freshwater Way Suite 400
    Milwaukee,WI53204     		No relationship PC General Support 205,000
    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
    Griot Theatre of the West Valley
    20434 Keswick St
    Winnetka,CA91306     		No relationship PC General Support 5,000
    Guthrie Center
    2 Van Deusenville Road
    Great Barrington,MA02130     		No relationship PC General Support 200
    Heart of Los Angeles Youth
    2701 Wilshire Blvd Suite 100
    Los Angeles,CA90057     		No relationship PC General Support 150,000
    Hedgebrook
    POB 1231
    Freeland,WA98249     		No relationship PC General Support 27,500
    Hester Street Collaborative
    113 Hester Street
    New York,NY10002     		No relationship PC General Support 175,000
    Hetrick-Martin Institute
    2 Astor Pl Fl 3
    New York,NY10003     		No relationship PC General Support 1,000
    Higher Purpose Co
    130 Desoto Ave Suite 10
    Clarksdale,MS38614     		No relationship PC General Support 190,000
    Highlander Research & Education Center Inc
    1959 Highlander Way
    New Market,TN37820     		No relationship PC General Support 380,000
    Hill School
    860 Beech Street
    Pottstown,PA19464     		No relationship PC General Support 17,500
    Hispanics In Philanthropy
    414 13th Street
    Oakland,CA94612     		No relationship PC General Support 15,000
    Hope Chest for Breast Cancer Foundation
    3850 Shoreline Dr
    Wayzata,MN55391     		No relationship PC General Support 5,000
    Humane Society of Vero BeachIndian River County
    4701 41st Street
    Vero Beach,FL32966     		No relationship PC General Support 2,500
    Impact Capital Managers
    200 N Mangum Street Suite 203
    Durham,NC27701     		No relationship PF General Support 60,000
    Impact Experience
    1700 Jones Street Apt 1
    San Francisco,CA94109     		No relationship PC General Support 5,000
    Independent Sector
    1602 L Street NW 900
    Washington,DC20036     		No relationship PC General Support 25,000
    Indigenous Environmental NetworkIndigenous Educat
    PO Box 485
    Bemidji,MN56619     		No relationship PC General Support 100,000
    Inner City Advisors
    2335 Broadway Suite 102
    Oakland,CA94612     		No relationship PC General Support 200,000
    Innocence Project
    40 Worth Street Suite 701
    New York,NY10013     		No relationship PC General Support 100
    Inquiring Systems Inc-Southeast African American
    101 Brookwood Ave Ste 204
    Santa Rosa,CA95404     		No relationship PC General Support 175,000
    Intersection for the Arts
    1448 Market Street
    San Francisco,CA94102     		No relationship PC General Support 125,000
    Ironbound Community Corporation
    317 Elm St
    Newark,NJ07102     		No relationship PC General Support 150,000
    ISAIAH
    2356 University Ave W
    St Paul,MN55114     		No relationship PC General Support 275,000
    Islamic Relief USA
    PO Box 22250
    Alexandria,VA22304     		No relationship PC General Support 1,310
    Japanese American Cultural and Community Center
    244 S San Pedro Street
    Los Angeles,CA90012     		No relationship PC General Support 75,000
    Jefferson County Historical Society
    228 Washington Street
    Watertown,WV13601     		No relationship PC General Support 2,500
    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 150
    Washington,DC20036     		No relationship PC General Support 250,000
    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 1,205,500
    Junebug Productions Inc
    2111 Dumaine Street
    New Orleans,LA70119     		No relationship PC General Support 150,000
    Just Capital
    44 East 30th Street
    New York,NY10016     		No relationship PC General Support 125,000
    Just in Time for Foster Youth
    PO Box 81292
    San Diego,CA92138     		No relationship PC General Support 75,000
    Juvenile Law Center
    1315 Walnut Street Suite 400
    Philadelphia,PA19107     		No relationship PC General Support 100,000
    Juxtaposition Arts
    2007 Emerson Avenue N
    Minneapolis,MN55401     		No relationship PC General Support 75,000
    Kairos Alive
    4316 Upton Avenue South 206
    Minneapolis,MN55305     		No relationship PC General Support 5,000
    Kentucky Coalition Inc
    PO Box 1450
    London,KY40743     		No relationship PC General Support 150,000
    Kids in Need of Defense
    1300 L st NW Suite 1100
    Washington,DC20005     		No relationship PC General Support 12,605
    Kids Rethink New Orleans Schools
    2020 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No relationship PC General Support 90,000
    Kol Tzedek
    801 S 48th Street
    Philadelphia,PA19143     		No relationship PC General Support 120
    Land Loss Prevention Project
    PO Box 179
    Durham,NC22702     		No relationship PC General Support 75,000
    Latino Business Action Network
    297 Commercial Street
    San Jose,CA95112     		No relationship PC General Support 190,000
    Laundromat Project
    127 West 127th Street Suite 434
    New York,NY10027     		No relationship PC General Support 75,000
    Leeway Foundation
    1315 Walnut Street Suite 832
    Philadelphia,PA19107     		No relationship PF General Support 50,000
    Lineage Project
    195 Montague Street
    Brooklyn,NY11201     		No relationship PC General Support 40,000
    Litchfield Hills Rowing Club
    PO Box 42
    Litchfield,CT06759     		No relationship PC General Support 4,500
    Living Cities
    1040 Avenue of the Americas Fl 17
    New York,NY10018     		No relationship PC General Support 500,000
    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
    Louisiana Center for Children's Rights
    1100-B Milton Street
    New Orleans,LA70122     		No relationship PC General Support 75,000
    MacDowell Colony Inc
    100 High Street
    Peterborough,NH03458     		No relationship PC General Support 1,000
    Make the Road New York
    301 Grove Street
    Brooklyn,NY11237     		No relationship PC General Support 85,000
    Make the Road New York-Urban Youth Collaborative
    301 Grove Street
    Brooklyn,NY11237     		No relationship PC General Support 50,000
    Making Headway Foundation
    115 King Street
    Chappaqua,NY10514     		No relationship PC General Support 100
    Maria Seymour Brooker Memorial
    157 Litchfield St
    Torrington,CT06790     		No relationship PC General Support 10,000
    Massachusetts College of Art and Design Foundation
    621 Huntington Avenue
    Boston,MA02116     		No relationship PC General Support 150,000
    Massachusetts College of Liberal Arts Foundation
    375 Church St
    North Adams,MA02147     		No relationship PC General Support 7,500
    Massachusetts Institute of Technology Community
    77 Massachusetts Avenue Room 9-238
    Cambridge,MA02139     		No relationship PC General Support 75,000
    Massachusetts Museum of Contemporary Art Found
    1040 MASS MoCA Way
    North Adams,MA01247     		No relationship PC General Support 50,000
    Mayor's Office of Arts and Culture City of Boston
    1 City Hall Square
    Boston,MA02201     		No relationship PC General Support 50,000
    McKee Botanical Gardens
    350 US Highway 1
    Vero Beach,FL32962     		No relationship PC General Support 5,000
    McKim Community Association Inc
    1120 East Baltimore Street
    Baltimore,MD21202     		No relationship PC General Support 500
    Media Bridges
    444 4th Street 22
    Davis,CA95616     		No relationship PC General Support 10,000
    Memorial Sloan-Kettering Cancer Center
    1275 York Avenue
    New York,NY10065     		No relationship PC General Support 100
    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 825,000
    Michigan State University College of Vet Med
    Veterinary Medical Center - South B
    East Lansing,MI48824     		No relationship PC General Support 5,000
    Michigan State University School of Social Work
    509 E Circle Drive Room 306
    East Lansing,MI48824     		No relationship PC General Support 5,000
    Minnesota Landscape Arboretum Foundation
    3675 Arboretum Drive
    Chaska,MN55318     		No relationship PC General Support 5,000
    Mission Investors Exchange
    417 Fifth Avenue 8th Floor
    New York City,NY10036     		No relationship PC General Support 70,000
    MoveForward
    1001 Highway 7 Room 237
    Hopkins,MN55305     		No relationship PC General Support 5,000
    Movement Strategy Center
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General Support 155,000
    Movement Strategy Center-Climate Justice Alliance
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General Support 100,000
    Movement Strategy Center-Just Community Energy Tra
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General Support 100,000
    Movement Strategy Center-Justice Funders
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General Support 200,000
    Movement Strategy Ctr-Movement Generation Justice
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General Support 150,000
    Music and Culture Coalition of New Orleans
    1307 Oretha Castle Haley Blvd Sui
    New Orleans,LA70113     		No relationship PC General Support 50,000
    National Association for Latino Community Asset Bu
    5404 Wurzbach Road
    San Antonio,TX78238     		No relationship PC General Support 175,000
    National Association of Latino Arts and Cultures
    1208 Buena Vista Street
    San Antonio,TX78207     		No relationship PC General Support 200,000
    National Black Food and Justice Alliance
    1001 Connecticut Ave NW NO 201
    Washington,DC20036     		No relationship PC General Support 175,000
    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 Domestic Workers Alliance
    243 5th Avenue Mailbox 257
    New York,NY10016     		No relationship PC General Support 225,000
    National Employment Law Project
    90 Broad Street Suite 1100
    New York,NY10004     		No relationship PC General Support 250,000
    National Juvenile Justice Network
    1424 K Street NW
    Washington,DC20005     		No relationship PC General Support 70,000
    National League of Cities Institute Inc
    660 North Capitol St NW
    Washington,DC20001     		No relationship PC General Support 350,000
    National Network for Youth
    741 8th Street SE
    Washington,DC20003     		No relationship PC General Support 40,000
    National Performance Network
    8121 Fig Street
    New Orleans,LA70118     		No relationship PC General Support 80,000
    Native Arts and Culture Foundation
    400 East Evergreen Boulevard
    Vancouver,WA98660     		No relationship PC General Support 50,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		No relationship PC General Support 10,000
    NDN Collective
    317 Main Street
    Rapid City,SD57701     		No relationship PC General Support 810,000
    Neighborhood Funders Group
    300 Frank H Ogawa Plaza
    Oakland,CA94612     		No relationship PC General Support 167,000
    NEO Philanthropy IncAAPI Civic Engagement Fund
    45 West 36th Street 6th Fl
    New York,NY10018     		No relationship PC General Support 50,000
    NEO Philanthropy IncArts in a Changing America
    45 West 36th Street 6th Fl
    New York,NY10018     		No relationship PC General Support 50,000
    NEO Philanthropy IncYouth Engagement Fund
    45 West 36th Street 6th Fl
    New York,NY10018     		No relationship PC General Support 170,000
    New Economy Coalition
    234 Columbus St
    Cambridge,MA02139     		No relationship PC General Support 50,000
    New Jersey League of Conservation Voters Education
    PO BOX 1237
    Trenton,NJ08607     		No relationship PC General Support 100,000
    New Mexico Fund for Women and Girls
    1807 2nd Street
    Santa Fe,NM87505     		No relationship PC General Support 103
    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 Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General Support 500,000
    New Venture Fund-Climate Interactive
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General Support 195,000
    New Venture Fund-Communities for Just Schools Fund
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General Support 125,000
    New Venture Fund-US Impact Investing Alliance
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General Support 70,000
    New Venture Fund-Youth First Initiative
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General Support 150,000
    New Venture Fund-Youth First State Advocacy Fund
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General Support 125,000
    New World Foundation
    680 West End Ave 1C
    New York,NY10025     		No relationship PC General Support 100,000
    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 Community Trust
    909 Third Avenue 22nd Floor
    New York,NY10022     		No relationship PC General Support 200,000
    New York Foundation-Neighborhoods First Fund
    150 West 30th Street Suite 1401
    New York,NY10001     		No relationship PF General Support 150,000
    New York Immigration Coalition
    131 W 33rd Street Ste 610
    New York,NY10001     		No relationship PC General Support 12,500
    New York Public Radio
    160 Varick Street
    New York,NY10013     		No relationship PC General Support 110
    New York University
    Office of Gift Administration
    New York,NY10012     		No relationship PC General Support 2,000
    Newark Community Economic Development Corp
    111 Mulberry Street Market Street
    Newark,NJ07102     		No relationship PC General Support 150,000
    Newark Science and Sustainability Inc
    95 Orchard Street
    Newark,NJ07102     		No relationship PC General Support 5,000
    Next City
    100 South Broad Street Suite 730
    Philadelphia,PA19110     		No relationship PC General Support 250,000
    North Shore Animal League America
    25 Davis Avenue
    Port Washington,NY11050     		No relationship PC General Support 100
    North Star Fund
    520 Eighth Avenue Suite 1800
    New York,NY10018     		No relationship PC General Support 100,500
    Northeastern University
    360 Huntington Avenue
    Boston,MA02115     		No relationship PC General Support 75,000
    Northwest Connecticut Community Foundation
    32 City Hall Ave PO Box 1144
    Torrington,CT06790     		No relationship PC General Support 10,000
    One Voice Mississippi
    1072 JR Lynch Street
    Jackson,MS39203     		No relationship PC General Support 125,000
    Opportunity Finance Network
    123 S Broad Street Suite 1930
    Philadelphia,PA19109     		No relationship PC General Support 80,000
    Pan Massachusetts Challenge Trust
    77 Fourth Avenue
    Needham,MA02494     		No relationship PC General Support 9,800
    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 315,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102     		No relationship PC General Support 5,000
    People United for Sustainable Housing Inc
    429 Plymouth Ave Suite 1
    Buffalo,NY14213     		No relationship PC General Support 150,000
    People's Action Institute
    810 N Milwaukee Ave
    Chicago,IL60642     		No relationship PC General Support 175,000
    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
    Picture the Homeless-Universial Partnership
    104 E126th St
    New York,NY10035     		No relationship PC General Support 50,000
    Pie Ranch
    2080 Cabrillo Hwy
    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 20,100
    PolicyLink
    1438 Webster St
    Oakland,CA94612     		No relationship PC General Support 750,000
    Positive Futures Network (YES)
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110     		No relationship PC General Support 280,000
    President and Fellows of Harvard College
    Harvard College Fund
    Cambridge,MA02138     		No relationship PC General Support 250,200
    Press Street
    3718 Saint Claude Avenue
    New Orleans,LA70117     		No relationship PC General Support 75,559
    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 225,000
    Proteus Fund
    15 Research Drive Suite B
    Amherst,MA01002     		No relationship PC General Support 100,000
    Provincetown Community Compact
    PO Box 819
    Provincetown,MA02657     		No relationship PC General Support 1,000
    Public Advocates Inc
    131 Steuart Street Suite 300
    San Francisco,CA94105     		No relationship PC General Support 150,000
    Puente Human Rights Movement
    1937 West Adams Street
    Phoenix,AZ85009     		No relationship PC General Support 50,000
    Quail Valley Charities Inc
    2345 Highway A1A
    Vero Beach,FL32963     		No relationship PC General Support 2,000
    Race Forward
    150 Broadway Suite 303
    New York,NY10038     		No relationship PC General Support 90,000
    Rector & Visitors of the University of Virginia
    Office of Sponsored Programs 1001
    Charlottesville,VA22904     		No relationship PC General Support 50,000
    Regents of the University of California
    2195 Hearst Ave Room 130
    Berkeley,CA94720     		No relationship PC General Support 5,000
    Rescuing Leftover Cuisine
    25 Broadway 12th Floor
    New York,NY10004     		No relationship PC General Support 10,000
    Restaurant Opportunities Centers United
    275 Seventh Ave Ste 1703
    New York,NY10001     		No relationship PC General Support 100,000
    Right to the City Alliance Inc
    388 Atlantic Avenue
    New York,NY11217     		No relationship PC General Support 450,000
    Rockefeller Family Fund
    475 Riverside Drive Suite 900
    New York,NY10115     		No relationship PC General Support 500,000
    Rockefeller Family Fund-Just Transition Fund
    475 Riverside Drive Suite 900
    New York,NY10115     		No relationship PC General Support 75,000
    Rockefeller Philanthropy Advisors- Executives' All
    6 West 48th Street 10th Floor
    New York,NY10036     		No relationship PC General Support 25,000
    Roots of Music Inc
    828 Royal Street 521
    New Orleans,LA70116     		No relationship PC General Support 50,000
    RSF Social Finance
    1002 OReilly Avenue
    San Francisco,CA94129     		No relationship PC General Support 50,000
    Rutgers University Foundation
    7 College Ave Winants Hall
    New Brunswick,NJ08901     		No relationship PC General Support 160,000
    Rutgers University Fdn-Rutgers Ctr for Urban Entre
    7 College Ave Winants Hall
    New Brunswick,NJ08901     		No relationship PC General Support 185,000
    Saint Edward's School
    1985 Saint Edwards Drive
    Vero Beach,FL32963     		No relationship PC General Support 5,000
    SAY Si (San Antonio Youth Yes)
    1518 S Alamo
    San Antonio,TX78204     		No relationship PC General Support 75,000
    Scholarship Fund of Alexandria
    3330 King Street
    Alexandria,VA22302     		No relationship PC General Support 1,000
    School Justice Project
    1805 7th Street NW
    Washington,DC20001     		No relationship PC General Support 74,519
    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 15,000
    Shared Interest
    121 West 27th Street
    New York,NY10001     		No relationship PC General Support 200
    Shepherd Higher Education Consortium on Poverty
    204 W Washington Street
    Lexington,VA24450     		No relationship PC General Support 27,500
    Silicon Valley Community FoundationAvivar Capital
    2440 West El Camino Real
    Mountain View,CA94040     		No relationship PC General Support 55,000
    Silver Lining Mentoring Inc
    727 Atlantic Ave 3rd Floor
    Boston,MA02111     		No relationship PC General Support 105,000
    SingOut CT
    290 Lake Road
    Warren,CT06777     		No relationship PC General Support 2,000
    Skowhegan School of Painting and Sculpture
    136 West 22 Street
    New York,NY10011     		No relationship PC General Support 1,000
    Smart Growth America
    1152 15th Street NW
    Washington,DC20005     		No relationship PC General Support 200,000
    Smithsonian Institution-National Museum of African
    600 Maryland Ave SW Suite 550E
    Washington,DC20024     		No relationship PC General Support 10,000
    Social and Environmental Entrepreneurs-BreakOUT
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No relationship PC General Support 75,000
    Social and Environmental Entrepreneurs-Building Eq
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No relationship PC General Support 125,000
    Social and Environmental Entrepreneurs-Local Clean
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No relationship PC General Support 125,000
    Society for the Preservation of Weeksville and Bef
    158 Buffalo Avenue
    Brooklyn,NY11213     		No relationship PC General Support 100
    Sojourner Project
    PO Box 272
    Hopkins,MN55343     		No relationship PC General Support 5,000
    Southwest Folklife Alliance
    PO Box 42044
    Tucson,AZ85733     		No relationship PC General Support 50,000
    Southwest Georgia Project For Community Education
    1216 Dawson Road Suite 108
    Albany,GA31707     		No relationship PC General Support 75,000
    St Mary's RC Church
    1300 Northern Blvd
    Manhasset,NY11030     		No relationship PC General Support 5,000
    Strategic Concepts in Organizing and Policy Educat
    1715 W Florence Avenue
    Los Angeles,CA90047     		No relationship PC General Support 125,000
    Summit School Foundation
    187-30 Grand Central Parkway
    Jamaica Estates,NY11432     		No relationship PC General Support 100
    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 Suite 206
    Philadelphia,PA19103     		No relationship PC General Support 100,000
    Sweet Water Foundation
    5749 South Perry Avenue
    Chicago,IL60621     		No relationship PC General Support 75,000
    Talk Tech Foundation
    447 Broadway 2nd FL 514
    New York,NY10013     		No relationship PC General Support 185,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No relationship PC General Support 25,000
    Teen Feed
    4740 B University Way NE
    Seattle,WA98105     		No relationship PC General Support 500
    The Aspen Institute Forum for Community Solutions
    2300 N Street NW
    Washington,DC20037     		No relationship PC General Support 70,000
    The Conservation Fund
    1655 N Fort Myer Drive Suite 1300
    Arlington,VA22209     		No relationship PC General Support 100,000
    The Literacy Project
    PO Box 608
    Minturn,CO81645     		No relationship PC General Support 500
    The MAP Fund Inc
    577 Grand Street 1801
    New York,NY10002     		No relationship PC General Support 50,000
    The New York Women's Foundation
    39 Broadway 23 Fl
    New York,NY10006     		No relationship PC General Support 275,000
    The Partnership for Working Families
    1305 Franklin St
    Oakland,CA94612     		No relationship PC General Support 280,000
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474     		No relationship PC General Support 200,000
    The Regents of the University of California Berke
    B100 Royce Hall Drive
    Los Angeles,CA90095     		No relationship PC General Support 50,000
    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 US Climate Action Network
    1367 Connecticut Avenue NW
    Washington,DC20036     		No relationship PC General Support 100,000
    The Village of Arts and Humanities
    2544 Germantown Avenue
    Philadelphia,PA19133     		No relationship PC General Support 75,000
    The Wooden Floor
    1810 North Main Street
    Santa Ana,CA92706     		No relationship PC General Support 80,000
    Third Sector New England Inc-Building Movement P
    89 South Street Suite 700
    Boston,MA02111     		No relationship PC General Support 75,000
    Third Sector New England Inc-Design Studio for S
    89 South Street Suite 700
    Boston,MA02111     		No relationship PC General Support 50,000
    Threewalls
    2738 West North Avenue
    Chicago,IL60647     		No relationship PC General Support 50,000
    Threewalls-OTV Open Television
    2738 West North Avenue
    Chicago,IL60647     		No relationship PC General Support 175,000
    Thunder Valley Community Development Corporation
    PO Box 290
    Porcupine,SD57772     		No relationship PC General Support 150,000
    Tides Center-Detention Watch Network
    PO Box 29907
    San Francisco,CA94129     		No relationship PC General Support 40,000
    Tides Center-Dream Defenders
    PO Box 29907
    San Francisco,CA94129     		No relationship PC General Support 50,000
    Tides Center-Emerging Practitioners in Philanthrop
    PO Box 29907
    San Francisco,CA94129     		No relationship PC General Support 45,000
    Tides Foundation-The Justice Collaborative Institu
    PO Box 29903
    San Francisco,CA94129     		No relationship PC General Support 35,000
    Triangle Club
    1642 R St NW Suite 220
    Washington,DC20009     		No relationship PC General Support 20,000
    Tribeca Film Institute Inc
    32 Avenue of the Americas 27th Flo
    New York,NY10013     		No relationship PC General Support 150,000
    Tulane University-The Albert Jr and Tina Small Ce
    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
    Union Capital Boston
    1542 Columbus Ave
    Roxbury,MA02119     		No relationship PC General Support 3,500
    University of California San Francisco Foundation
    PO BOX 45339
    San Francisco,CA94145     		No relationship PC General Support 10,000
    University of Detroit Mercy Detroit Collaborative
    4001 W McNichols Rd
    Detroit,MI48221     		No relationship PC General Support 75,000
    University of New Mexico School of Architecture an
    MSC04 2530
    Albuquerque,NM87131     		No relationship PC General Support 75,000
    University of Orange
    PO Box 998
    Orange,NJ07051     		No relationship PC General Support 25,000
    University of San Diego Foundation
    3855 Health Sciences Drive 0658
    La Jolla,CA92093     		No relationship PC General Support 10,000
    Urban Manufacturing Alliance
    608 Henry Street 1
    Brooklyn,NY11231     		No relationship PC General Support 200,000
    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
    34 35th Street 4-2A
    Brooklyn,NY11232     		No relationship PC General Support 175,000
    Vickie Belk Scholarship Foundation
    3408 King Street
    Alexandria,VA22302     		No relationship PC General Support 2,500
    Voice of Calvary Ministries
    531 W Capital Street
    Jackson,MS39203     		No relationship PC General Support 50,000
    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-186
    1400 16th St NW
    Washington,DC20036     		No relationship PC General Support 600,000
    Washington Regional Association of Grantmakers-Pro
    1400 16th St NW
    Washington,DC20036     		No relationship PC General Support 185,000
    Wesleyan University
    318 High Street
    Middletown,CT06459     		No relationship PC General Support 25,000
    Westchester Choral Society
    216 Central Avenue
    White Plains,NY10606     		No relationship PC General Support 150
    WhyHunger
    505 Eighth Avenue
    New York,NY10018     		No relationship PC General Support 10,000
    Wildlife Conservation Society
    2300 Southern Blvd
    Bronx,NY10460     		No relationship PC General Support 200
    William Trippley Youth Development Foundation
    410 Hidden Valley Rd
    Media,PA19063     		No relationship PC General Support 10,000
    Winrock International
    2101 River Front Drive
    Little Rock,AR72202     		No relationship PC General Support 150,000
    Women's Foundation of Minnesota
    105 5th Avenue South Suite 300
    Minneapolis,MN55401     		No relationship PC General Support 5,000
    XXcelerate Fund
    220 NW 8th Ave
    Portland,OR97209     		No relationship PC General Support 75,500
    Yerba Buena Center for the Arts
    701 Mission Street
    San Francisco,CA94103     		No relationship PC General Support 175,000
    Young Nation
    9232 Falcon Street
    Detroit,MI48209     		No relationship PC General Support 75,000
    Youth Empowerment Project
    1600 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		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 41,343,491
    bApproved for future payment
    ALIGN the Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No relationship PC General support 200,000
    American Youth Policy Forum
    1200 18th Street NW Suite 1200
    Washington,DC20036     		No relationship PC General support 104,321
    Asian Pacific Environmental Network
    426 17th Street Suite 500
    Oakland,CA94612     		No relationship PC General support 150,000
    Aspen Institute
    2300 N Street NW
    Washington,DC20037     		No relationship PC General support 225,000
    Black Alliance for Just Immigration
    660 Nostrand Avenue
    Brooklyn,NY11216     		No relationship PC General support 60,000
    California Partnership for Safe Communities
    825 Washington Street Suite 200
    Oakland,CA94607     		No relationship PC General support 90,000
    Campaign for the Fair Sentencing of Youth
    1319 F St NW
    Washington,DC20004     		No relationship PC General support 50,000
    Campaign for Youth Justice
    1220 L St NW Suite 605
    Washington,DC20005     		No relationship PC General support 75,000
    Center for Cultural Innovation
    244 South San Pedro Street Suite
    Los Angeles,CA90012     		No relationship PC General support 600,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237     		No relationship PC General support 225,000
    Center for Teen Empowerment
    392 Genesee Street
    Rochester,NY14611     		No relationship PC General support 75,000
    CGDCNY Inc
    45 Ludlow Street
    Yonkers,NY10701     		No relationship PC General support 50,000
    Chicago United Inc
    300 E Randolph Street
    Chicago,IL60601     		No relationship PC General support 175,000
    Cincinnati USA Regional Chamber Foundation
    3 East 4th Street Suite 200
    Cincinnati,OH45202     		No relationship PC General support 200,000
    Cintrifuse
    1311 Vine Street
    Cincinnati,OH45202     		No relationship PC General support 400,000
    Clean Energy Group
    50 State Street Suite 1
    Montpelier,VT05602     		No relationship PC General support 75,000
    Common Counsel Foundation-Neighborhood Funders Gro
    1624 Franklin St 1022
    Oakland,CA94612     		No relationship PC General support 1,000,000
    Common Justice
    540 Atlantic Avenue 4th Floor
    Brooklyn,NY11217     		No relationship PC General support 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 75,000
    Community Arts Stabilization Trust
    70 Otis Street 1st Floor
    San Francisco,CA94103     		No relationship PC General support 100,000
    Community Connections for Youth-People's Advocacy
    369 East 149th Street 7th Floor
    Bronx,NY10455     		No relationship PC General support 100,000
    Community Labor United
    8 BEACON STREET 5TH FLOOR
    Boston,MA02108     		No relationship PC General support 200,000
    Corbin Hill Food Project
    475 Riverside Drive Suite 244
    New York,NY10015     		No relationship PC General support 100,000
    Designing Justice Designing Spaces
    1423 Broadway
    Oakland,CA94612     		No relationship PC General support 100,000
    Didtechnology Inc
    50 Hurt Plaza SE Suite 1610
    Atlanta,GA30303     		No relationship PC General support 200,000
    Educate Tomorrow Corp
    1717 N Bayshore Drive Suite 203
    Miami,FL33132     		No relationship PC General support 27,556
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW Suite 900B
    Washington,DC20036     		No relationship PC General support 100,000
    Environmental Health Coalition
    2727 Hoover Avenue
    National City,CA91950     		No relationship PC General support 300,000
    exalt youth
    175 Remsen Street Suite 1000
    Brooklyn,NY11201     		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 400,000
    Foster Youth in Action
    2140 Shattuck Avenue Suite 504
    Berkeley,CA94704     		No relationship PC General support 50,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816     		No relationship PC General support 850,000
    Foundation for Louisiana-Greater New Orleans Funde
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816     		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 150,000
    Funders' Network for Smart Growth and Livable Comm
    6705 SW 57th Avenue Suite 700
    Coral Gables,FL33143     		No relationship PC General support 200,000
    Good Old Lower East Side Inc
    173 Avenue B
    New York City,NY10009     		No relationship PC General support 75,000
    Grantmakers in the Arts
    522 Courtlandt Avenue
    Bronx,NY10451     		No relationship PC General support 350,000
    Grassroots Global Justice-It Takes Roots
    7000 Carroll Ave Suite 200
    Takoma Park,MD20912     		No relationship PC General support 200,000
    Greater Milwaukee Committee for Community Developm
    247 Freshwater Way Suite 400
    Milwaukee,WI53204     		No relationship PC General support 225,000
    Highlander Research & Education Center Inc
    1959 Highlander Way
    New Market,TN37820     		No relationship PC General support 200,000
    Ifetayo Cultural Arts Academy Inc
    495 Flatbush Avenue
    Brooklyn,NY11225     		No relationship PC General support 100,000
    Indigenous Environmental Network
    PO Box 485
    Bemidji,MN56619     		No relationship PC General support 50,000
    Inner City Advisors
    2335 Broadway Suite 102
    Oakland,CA94612     		No relationship PC General support 200,000
    Innovation Network for Communities-City Scale
    156 Grover Lane
    Tamworth,NH03886     		No relationship PC General support 75,000
    Inquiring Systems Inc-Southeast African American
    101 Brookwood Ave Ste 204
    Santa Rosa,CA95404     		No relationship PC General support 200,000
    Ironbound Community Corporation
    317 Elm St
    Newark,NJ07102     		No relationship PC General support 300,000
    ISAIAH
    2356 University Ave W
    St Paul,MN55114     		No relationship PC General support 300,000
    Jobs to Move America
    525 Hewitt Street
    Los Angeles,CA90013     		No relationship PC General support 500,000
    Jobs with Justice Education Fund
    1616 P Street NW Suite 150
    Washington,DC20036     		No relationship PC General support 250,000
    Just in Time for Foster Youth
    PO Box 81292
    San Diego,CA92138     		No relationship PC General support 75,000
    Juvenile Law Center
    1315 Walnut Street Suite 400
    Philadelphia,PA19107     		No relationship PC General support 100,000
    Kentucky Coalition Inc
    PO Box 1450
    London,KY40743     		No relationship PC General support 300,000
    Kids Rethink New Orleans Schools
    2020 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No relationship PC General support 40,000
    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 75,000
    Living Cities
    1040 Avenue of the Americas Fl 17
    New York,NY10018     		No relationship PC General support 500,000
    Louisiana Center for Children's Rights
    1100-B Milton Street
    New Orleans,LA70122     		No relationship PC General support 160,000
    Maryland Institute College of Art
    1300 W Mt Royal Avenue
    Baltimore,MD21217     		No relationship PC General support 200,000
    Massachusetts Institute of Technology Community In
    77 Massachusetts Avenue Room 9-238
    Cambridge,MA02139     		No relationship PC General support 75,000
    Mississippi State University-Gulf Coast Community
    PO Box 6156
    Mississippi State,MS39762     		No relationship PC General support 75,000
    Movement Strategy Center-HEAL Food Alliance
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General support 75,000
    Movement Strategy Center-Just Community Energy Tra
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General support 100,000
    Movement Strategy Center-Justice Funders
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General support 200,000
    Movement Strategy Center-Movement Generation Justi
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General support 200,000
    National Employment Law Project
    90 Broad Street Suite 1100
    New York,NY10004     		No relationship PC General support 250,000
    National Juvenile Justice Network
    1424 K Street NW
    Washington,DC20005     		No relationship PC General support 155,000
    National Network for Youth
    741 8th Street SE
    Washington,DC20003     		No relationship PC General support 50,000
    Neighborhood Story Project
    PO Box 19742
    New Orleans,LA70179     		No relationship PC General support 75,000
    NEO Philanthropy IncYouth Engagement Fund
    45 West 36th Street 6th Fl
    New York,NY10018     		No relationship PC General support 75,000
    New Economy Coalition
    PO Box 390503
    Cambridge,MA02139     		No relationship PC General support 200,000
    New Jersey League of Conservation Voters Education
    PO BOX 1237
    Trenton,NJ08607     		No relationship PC General support 200,000
    New Venture Fund
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General support 1,125,000
    New Venture Fund-US Impact Investing Alliance
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General support 70,000
    New Venture Fund-Youth First Initiative
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General support 100,000
    New Venture Fund-Youth First State Advocacy Fund
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036     		No relationship PC General support 125,000
    New York City Environmental Justice Alliance
    166A 22nd Street
    Brooklyn,NY11232     		No relationship PC General support 150,000
    New York Community Trust
    909 Third Avenue 22nd Floor
    New York,NY10022     		No relationship PC General support 300,000
    New York Foundation-Neighborhoods First Fund
    150 West 30th Street Suite 1401
    New York,NY10001     		No relationship PF General support 300,000
    Northeastern University
    360 Huntington Avenue
    Boston,MA02115     		No relationship PC General support 100,000
    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 125,000
    Partnership for Southern Equity
    100 Peachtree St NE Ste 1960
    Atlanta,GA30303     		No relationship PC General support 125,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102     		No relationship PC General support 100,000
    People United for Sustainable Housing Inc
    429 Plymouth Ave Suite 1
    Buffalo,NY14213     		No relationship PC General support 150,000
    People's Emergency Center Community Development Co
    325 N 39th Street
    Philadelphia,PA19104     		No relationship PC General support 100,000
    PIDC Community CapitalREBUILD
    6918 South Dorchester Avenue
    Chicago,IL60637     		No relationship PC General support 300,000
    Pie Ranch
    2080 Cabrillo Hwy
    Pescadero,CA94060     		No relationship PC General support 100,000
    Project South
    9 Gammon Ave
    Atlanta,GA30315     		No relationship PC General support 200,000
    Public Advocates Inc
    131 Steuart Street Suite 300
    San Francisco,CA94105     		No relationship PC General support 300,000
    Puente Human Rights Movement
    1937 West Adams Street
    Phoenix,AZ85009     		No relationship PC General support 50,000
    Race Forward
    150 Broadway Suite 303
    New York,NY10038     		No relationship PC General support 600,000
    Right to the City Alliance
    388 Atlantic Avenue
    New York,NY11217     		No relationship PC General support 100,000
    Right to the City Alliance Inc
    388 Atlantic Avenue
    New York,NY11217     		No relationship PC General support 500,000
    Right to the City Alliance Inc-New York Energy D
    388 Atlantic Avenue
    New York,NY11217     		No relationship PC General support 200,000
    Rockefeller Family Fund-Just Transition Fund
    475 Riverside Drive Suite 900
    New York,NY10115     		No relationship PC General support 75,000
    Rockefeller Philanthropy Advisors- Executives' All
    6 West 48th Street 10th Floor
    New York,NY10036     		No relationship PC General support 50,000
    Rockefeller Philanthropy Advisors-ArtPlace
    6 West 48th Street 10th Floor
    New York,NY10036     		No relationship PC General support 1,000,000
    Roots of Music Inc
    828 Royal Street 521
    New Orleans,LA70116     		No relationship PC General support 50,000
    School Justice Project
    1805 7th Street NW
    Washington,DC20001     		No relationship PC General support 64,481
    Slought Foundation-Monument Lab
    4017 Walnut Street
    Philadelphia,PA19104     		No relationship PC General support 95,000
    Social and Environmental Entrepreneurs-Building Eq
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No relationship PC General support 250,000
    Southwest Georgia Project For Community Education
    1216 Dawson Road Suite 108
    Albany,GA31707     		No relationship PC General support 75,000
    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
    Sweet Water Foundation
    5749 South Perry Avenue
    Chicago,IL60621     		No relationship PC General support 400,000
    The Aspen Institute Forum for Community Solutions
    2300 N Street NW
    Washington,DC20037     		No relationship PC General support 140,000
    The Conservation Fund
    1655 N Fort Myer Drive Suite 1300
    Arlington,VA22209     		No relationship PC General support 300,000
    The Partnership for Working Families
    1305 Franklin St
    Oakland,CA94612     		No relationship PC General support 350,000
    The US Climate Action Network
    1367 Connecticut Avenue NW
    Washington,DC20036     		No relationship PC General support 100,000
    The Village of Arts and Humanities
    2544 Germantown Avenue
    Philadelphia,PA19133     		No relationship PC General support 450,000
    Third Sector New England Inc-Building Movement P
    89 South Street Suite 700
    Boston,MA02111     		No relationship PC General support 150,000
    Tides Center-Dream Defenders
    PO Box 29907
    San Francisco,CA94129     		No relationship PC General support 100,000
    University of New Mexico School of Architecture an
    MSC04 2530
    Albuquerque,NM87131     		No relationship PC General support 75,000
    Verde
    6899 NE Columbia Blvd Suite A
    Portland,OR97218     		No relationship PC General support 50,000
    Voice of Calvary Ministries
    531 W Capital Street
    Jackson,MS39203     		No relationship PC General support 250,000
    Winrock International
    2101 River Front Drive
    Little Rock,AR72202     		No relationship PC General support 150,000
    Young Nation
    9232 Falcon Street
    Detroit,MI48209     		No relationship PC General support 75,000
    Youth Empowerment Project
    1600 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No relationship PC General support 75,000
    Youth Represent
    11 Park Place
    New York,NY10007     		No relationship PC General support 175,000
    Youth Sentencing & Reentry Project
    123 S Broad Street 24th Floor
    Philadelphia,PA19103     		No relationship PC General support 75,000
    Total .................................bullet 3b 23,656,358
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 747,680  
    4 Dividends and interest from securities....     14 3,607,018  
    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 -21,609,042  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		525990 1,685,421 18 65,518,550  
    bOTHER INCOME 900099   14 280,861  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,685,421 48,545,067  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    50,230,488
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 106,694 25,597   81,097

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount
    SEE GENERAL EXPLANATION ATTACHMENT 155,996

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

    TY 2018 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 39,779 SL 5 79,559      
    LEASEHOLD IMPRV. 2009-01-01 2,636,962 79,656 SL 11 162,061      
    EQUIPMENT 2009-01-01 45,935 5,611 SL 5 9,187      
    ART WORK 2009-01-01 84,400 84,400 SL 5 0      

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    TY 2018 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
          		150 W 30TH STREET SUITE 1401
    NEW YORK,NY10001     		2018-12-01 450,000 TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. 150,000 NO 2/1/2020   The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
    NEW YORK FOUNDATION
          		150 W 30TH STREET SUITE 1401
    NEW YORK,NY10001     		2015-10-15 450,000 TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. 450,000 NO 1/15/2016, 1/15/2017, 3/29/2019   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.
    NEW YORK FOUNDATION
          		150 W 30TH STREET SUITE 1401
    NEW YORK,NY10001     		2017-12-01 150,000 TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. 150,000 NO 1/02/2019   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.
    CANADIAN CENTRE FOR LEGAL INNOVATION
          		1622 WALNUT STREET
    HALIFAX,NOVA SCOTIAB3H 3S4
    CA     		2019-03-01 105,000 General Operating Support 71,425 NO 4/30/2020   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.
    IMPACT CAPITAL MANAGERS
          		200 N MANGUM STREET SUITE 203
    DURHAM,NC27701     		2019-06-01 60,000 General Operating Support 30,000 NO 1/31/2020   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 1/31/2019, 10/31/2019, 12/31/2019   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     		2019-03-01 50,000 General Operating Support 50,000 NO 9/27/2019, 1/31/2020   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
          		13 BRATTLE STREET
    CAMBRIDGE,MA02138     		2017-09-15 150,000 General Operating Support 150,000 NO 12/1/2018   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 2018 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 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.
    PART IX-B, LINE 2: PART IX-B, LINE 2: SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to Living Cities Blended Catalyst Fund LLC, a Delaware Limited Liability Company
    PART IX-B, LINE 3: PART IX-B, LINE 3: SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) Investment in Illumen Capital, LP, a Delaware Limited Liability Company..........................................$ 119,855. b) Investment in Impact America Fund, LP, a Delaware Limited Liability Company..........................................$ 78,545. c) Unrealized losses on equity investments....................$ (42,404.) ---------- $ 155,996.
    PART XV, LINE 3B: PART XV, LINE 3B: Grants and contributions approved for future payment: The difference of $151,720 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($23,504,638) and what they reported on the schedule of grants and contributions approved for future payment on Part XV, Line 3b ($23,656,358) is attributable to a present value discount at 5% under generally accepted accounting principles ("GAAP").

    TY 2018 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
    ABIOMED INC 423,296 423,296
    ACTIVISION BLIZZARD INC 397,660 397,660
    ADOBE SYSTEMS INC 1,605,843 1,605,843
    ADR ALIBABA GROUP HOLDING LTD 1,974,093 1,974,093
    ADR SMITH & NEPHEW GROUP PLC S 349,409 349,409
    AEROJET ROCKETDYNE HLDGS INC 853,092 853,092
    ALBEMARLE CORP 310,578 310,578
    ALEXION PHARMACEUTICALS INC 699,564 699,564
    ALIGN TECHNOLOGY INC. 684,250 684,250
    ALLEGHENY TECHNOLOGIES INC 272,110 272,110
    ALPHABET INC CAPITAL STOCK CLA 199,968 199,968
    ALPHABET INC CAPITAL STOCK CLA 1,299,360 1,299,360
    AMAZON COM INC 2,499,592 2,499,592
    AMERISAFE INC. 338,619 338,619
    ANTHEM INC. 833,366 833,366
    AON PLC 656,904 656,904
    ARES CAP CORP 330,903 330,903
    ATLASSIAN CORPORATION PLC CLAS 395,791 395,791
    AUTOZONE INC. 583,819 583,819
    BALL CORP 510,997 510,997
    BEACON ROOFING SUPPLY INC. 406,490 406,490
    BIOMARIN PHARMACEUTICAL INC. 428,250 428,250
    BLACKBERRY LTD 91,131 91,131
    BRINKS COMPANY 238,344 238,344
    CARDTRONICS PLC 305,028 305,028
    CARS COM INC. 207,849 207,849
    CONDUENT INC. 282,627 282,627
    CORECIVIC INC. 217,300 217,300
    COSTAR GROUP INC 1,225,027 1,225,027
    CREE INC. 430,114 430,114
    DORMAN PRODS INC 409,558 409,558
    EDWARDS LIFESCIENCES CORP. 1,080,729 1,080,729
    ENTEGRIS INC. 361,034 361,034
    EQUITRANS MIDSTREAM CORP. 370,686 370,686
    EVOQUA WATER TECHNOLOGIES CORP 614,598 614,598
    FACEBOOK INC CLASS A 1,152,789 1,152,789
    FIRSTCASH INC 538,608 538,608
    FLEX LTD 468,997 468,997
    FLOOR & DECOR HOLDINGS INC. CL 539,463 539,463
    FRONTDOOR INC. 505,746 505,746
    GENERAL MILLS INC. 322,473 322,473
    GRACE W R & CO DEL 458,258 458,258
    GUANGDONG INVT LTD. 164,391 164,391
    HALOZYME THERAPEUTICS INC 242,650 242,650
    HAYNES INTL INC 137,578 137,578
    HD SUPPLY HOLDINGS INC 565,008 565,008
    HILTON WORLDWIDE HLDGS INC. 232,230 232,230
    HOWARD HUGHES CORP 603,720 603,720
    HUNTSMAN CORP. 304,045 304,045
    HURON CONSULTING GROUP INC 3,426 3,426
    ILLUMINA INC 1,104,450 1,104,450
    INTERCONTINENTAL EXCHANGE INC. 686,661 686,661
    INTUIT INC. 921,188 921,188
    KEMPER CORP. 592,985 592,985
    KKR & CO INC. CLASS A 465,954 465,954
    LAB CORP AMER HOLDINGS 534,780 534,780
    LIVENT CORP. 144,593 144,593
    MARATHON PETE CORP 879,160 879,160
    MARRIOTT VACATIONS WORLDWIDE C 798,674 798,674
    MARTIN MARIETTA MATLS INC 405,914 405,914
    MATCH GROUP INC. 1,015,777 1,015,777
    MEDICINES COMPANY 372,723 372,723
    MIRATI THERAPEUTICS INC. 224,025 224,025
    MOLINA HEALTHCARE INC. 479,519 479,519
    MONSTER BEVERAGE CORP 990,961 990,961
    MSC INDUSTRIAL DIRECT INC. CLA 461,897 461,897
    MTS SYSTEMS CORPORATION 295,621 295,621
    MULTI-COLOR CORPORATION 436,988 436,988
    NETFLIX INC 1,910,064 1,910,064
    NVENT ELECTRIC PLC 291,109 291,109
    ONESPAWORLD HOLDINGS LTD. 602,563 602,563
    PALO ALTO NETWORKS INC 471,704 471,704
    PERSPECTA INC. 371,178 371,178
    PLAYA HOTELS & RESORTS 415,762 415,762
    POST HOLDINGS INC 564,765 564,765
    QORVO INC. 496,644 496,644
    RINGCENTRAL INC CLASS A 779,043 779,043
    RUSH ENTERPRISES INC CLASS A 438,605 438,605
    S&P GLOBAL INC 520,728 520,728
    SALESFORCE COM INC 1,714,549 1,714,549
    SAREPTA THERAPEUTICS INC. 450,228 450,228
    SERVICEMASTER GLOBAL HOLDINGS 321,395 321,395
    SERVICENOW INC 2,546,637 2,546,637
    SHERWIN-WILLIAMS COMPANY 380,839 380,839
    STERICYCLE INC. 444,744 444,744
    TEGNA INC 597,157 597,157
    THERMON GROUP HOLDINGS 305,235 305,235
    TWILIO INC. CLASS A 432,911 432,911
    TYSON FOODS INC CLASS A 467,323 467,323
    UNIFIRST CORP MASS 565,710 565,710
    UNIVAR SOLUTION INC. 629,176 629,176
    VIASAT INC. 647,368 647,368
    VISA INC. CLASS A 2,559,860 2,559,860
    VISTEON CORP. 317,972 317,972
    WEIGHT WATCHERS INTL INC. 287,360 287,360
    WESCO INTL INC 248,185 248,185
    WESTERN DIGITAL CORP 594,138 594,138
    WORKDAY INC. CLASS A 601,322 601,322
    WYNDHAM DESTINATIONS INC. 922,032 922,032
    WYNDHAM HOTELS & RESORTS INC. 485,718 485,718
    ZEBRA TECHNOLOGIES CORP CLASS 744,737 744,737
    ZOETIS INC. CLASS A 608,760 608,760
    ZYNGA INC. 364,594 364,594

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    US Government Securities - End of Year Book Value:

    1,041,408
    US Government Securities - End of Year Fair Market Value:

    1,041,408
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MFO DFA EMERGING MARKETS VALUE FMV 9,895,986 9,895,986
    GMO GLOBAL EQUITY ALLOCATION F FMV 27,827,315 27,827,315
    HARDING LOEVNER FUNDS, INC. IN FMV 23,918,972 23,918,972
    4D GLOBAL ENERGY INVESTMENTS P FMV 2,693,958 2,693,958
    AACP TAX-EXEMPT INVESTORS IV, FMV 5,295,978 5,295,978
    AACP TAX-EXEMPT INVESTORS V LP FMV 612,713 612,713
    ABRY ADVANCED SECURITIES FUND FMV 1,416,254 1,416,254
    ABRY HERITAGE PARTNERS, LP FMV 555,025 555,025
    ABRY PARTNERS VII LP FMV 1,060,664 1,060,664
    ABRY PARTNERS VIII (CAYMAN AIV FMV 275,114 275,114
    ABRY PARTNERS VIII, LP FMV 4,427,460 4,427,460
    ABRY SENIOR EQUITY III FMV 128,000 128,000
    ABRY SENIOR EQUITY IV FMV 2,240,275 2,240,275
    ABRY SENIOR EQUITY V, L.P. FMV 1,035,371 1,035,371
    ADAGE CAPITAL PARTNERS, LP FMV 89,652,645 89,652,645
    AKO EUROPEAN LONG-ONLY PARTNER FMV 19,262,200 19,262,200
    APOLLO EUROPEAN PRINCIPAL FINA FMV 855,883 855,883
    ARCLIGHT ENERGY PARTNERS FUND FMV 259,491 259,491
    ARSENAL CAPITAL PARTNERS III L FMV 1,020,466 1,020,466
    ARSENAL CAPITAL PARTNERS IV-B FMV 4,919,875 4,919,875
    ARTIMAN VENTURES 2014, L.P. FMV 1,560,678 1,560,678
    ARTIMAN VENTURES SELECT 2014, FMV 924,595 924,595
    ARTIMAN VENTURES SPECIAL OPPOR FMV 570,407 570,407
    ASIA ALTERNATIVES CAPITAL PART FMV 4,672,186 4,672,186
    ASIA ALTERNATIVES DELAWARE III FMV 148,452 148,452
    ASIA ALTERNATIVES DELAWARE IV, FMV 91,784 91,784
    ASPECT VENTURES II, L.P FMV 1,482,798 1,482,798
    ASPECT VENTURES, LP FMV 4,318,576 4,318,576
    ATALAYA SPECIAL OPPORTUNITIES FMV 3,443,888 3,443,888
    BAIN CAPITAL ASIA FUND, LP FMV 68,696 68,696
    BAIN CAPITAL DOUBLE IMPACT FUN FMV 415,269 415,269
    BAIN CAPITAL EUROPE FUND III, FMV 383,481 383,481
    BAIN CAPITAL FUND IX, LP FMV 1,569,317 1,569,317
    BAIN CAPITAL FUND X LP FMV 3,351,620 3,351,620
    BAIN CAPITAL IX COINVESTMENT F FMV 373,897 373,897
    BAUPOST VALUE PARTNERS IV, LP FMV 34,637,459 34,637,459
    BETTER VENTURES FUND III, LP FMV 247,011 247,011
    BLUE WATER ENERGY FUND 1-A LP FMV 6,040,433 6,040,433
    BLUE WATER ENERGY FUND II, L.P FMV 1,640,365 1,640,365
    BPG INVESTMENT PARTNERSHIP VII FMV 25,751 25,751
    BROOKSIDE CAYMAN, LTD FMV 790,750 790,750
    CAPRIA FUND LLC FMV 70,408 70,408
    CARMEL PARTNERS INVESTMENT FUN FMV 5,124,488 5,124,488
    CHARLESBANK EQUITY FUND IX LP FMV 1,049,052 1,049,052
    CHARLESBANK EQUITY FUND VII FMV 1,081,706 1,081,706
    CHARLESBANK EQUITY FUND VIII L FMV 3,108,051 3,108,051
    CIM ENTERPRISE LOAN FUND LP FMV 5,425,114 5,425,114
    COATUE OFFSHORE LTD CL A SUB H FMV 18,810,761 18,810,761
    COMMONFD CAPITAL INTL PARTNERS FMV 743,106 743,106
    COMMONFUND CAP PRIVATE EQUITY FMV 387,419 387,419
    COMMONFUND CAP PRIVATE EQUITY FMV 1,220,300 1,220,300
    COMMONFUND CAPITAL INTL PARTNE FMV 173,676 173,676
    COMMONFUND CAPITAL NATURAL RES FMV 1,115,672 1,115,672
    COMMONFUND CAPITAL VENTRUE PTR FMV 1,485,767 1,485,767
    COMMONFUND CAPITAL VENTURE PTR FMV 344,412 344,412
    CONSILIUM EMERGING MARKET SMAL FMV 6,423,856 6,423,856
    CONTRARIAN C1A CLASS A SERIES FMV 11,320,307 11,320,307
    COSTANOA VENTURES III, LP FMV 1,628,075 1,628,075
    CROW HOLDINGS SELF-STORAGE FUN FMV 1,430,153 1,430,153
    D.E. SHAW ALL COUNTRY GLOBAL A FMV 25,643,006 25,643,006
    DAVIDSON KEMPNER INST PARTNERS FMV 19,867,423 19,867,423
    DBL PARTNERS III LP FMV 3,766,312 3,766,312
    DOVER STREET VII CAYMAN FUND, FMV 541,107 541,107
    ECOSYSTEM INTEGRITY FUND III, FMV 887,550 887,550
    ELEVAR EQUITY IV LP FMV 613,954 613,954
    ENCAP ENERGY CAPITAL FUND VI-B FMV 57,292 57,292
    ENCAP ENERGY CAPITAL FUND VII- FMV 552,576 552,576
    ENCAP FLATROCK MIDSTREAM FUND FMV 1,933,214 1,933,214
    ENCAP FLATROCK MIDSTREAM FUND FMV 4,091,224 4,091,224
    ENDOWMENT PRIVATE EQUITY PARTN FMV 95,592 95,592
    ENDOWMENT VENTURE PARTNERS V, FMV 534,537 534,537
    ENERVEST ENERGY INSTITUTIONAL FMV 50,347 50,347
    ENERVEST ENERGY INSTITUTIONAL FMV 451,667 451,667
    ENERVEST ENERGY INSTITUTIONAL FMV 1 1
    ENERVEST ENERGY INSTITUTIONAL FMV 8,468,959 8,468,959
    ENR PARTNERS II LP FMV 5,618,694 5,618,694
    EUROPA FUND III FMV 172,035 172,035
    FARALLON CAPITAL INSTITUTIONAL FMV 1,139,758 1,139,758
    FIRSTMARK CAPITAL IV LP FMV 1,896,785 1,896,785
    FIRSTMARK CAPITAL OF II, L.P. FMV 2,828,435 2,828,435
    FORTRESS INVESTMENT FUND V (CO FMV 1,665,081 1,665,081
    FORTRESS INVESTMENT FUND V B, FMV 2,436,456 2,436,456
    FRAZIER HEALTHCARE GROWTH BUYO FMV 3,078,517 3,078,517
    FRAZIER HEALTHCARE GROWTH BUYO FMV 439,716 439,716
    FRONTIER SMALL CAP GROWTH FUND FMV 14,502,799 14,502,799
    G2VP I, LLC FMV 879,828 879,828
    GENERAL CATALYST GROUP VI FMV 8,063,520 8,063,520
    GENERAL CATALYST GROUP VII, LP FMV 4,258,289 4,258,289
    GENERAL CATALYST GROUP VIII SU FMV 1,141,049 1,141,049
    GENERAL CATALYST GROUP VIII, L FMV 3,170,562 3,170,562
    GENERATION IM GLOBAL EQUITY FU FMV 7,251,785 7,251,785
    GRAIN COMMUNICATIONS OPPORTUNI FMV 732,175 732,175
    GREAT HILL EQUITY PARTNERS VI, FMV 2,313,512 2,313,512
    GREENFIELD ACQUISITION PARTNER FMV 81,510 81,510
    HARVEST MLP INCOME FUND FMV 19,743,070 19,743,070
    HHR ATLAS LTD CLASS C SERIES 1 FMV 17,823,212 17,823,212
    HIGHFIELDS CAPITAL IV, LP FMV 1,066,728 1,066,728
    HIGHLAND CAPITAL PARTNERS 9 LP FMV 3,934,663 3,934,663
    HIGHLAND CAPITAL PARTNERS VIII FMV 2,941,395 2,941,395
    HIGHLINE CAPITAL INTERNATIONAL FMV 14,533,102 14,533,102
    HITCHWOOD CAPITAL FUND LTD SER FMV 12,638,627 12,638,627
    HSH CAYMAN PARTNERS LP FMV 9,972 9,972
    ICON VENTURES V, LP FMV 2,685,590 2,685,590
    ICON VENTURES VI, LP FMV 2,070,691 2,070,691
    INDUS ASIA PACIFIC FUND LTD FMV 41,233 41,233
    INTERWEST PARTNERS X, LP FMV 2,002,230 2,002,230
    JC FLOWERS II, LP FMV 506,608 506,608
    JUNIPER CAPITAL III, LP FMV 2,718,243 2,718,243
    KABOUTER INTERNATIONAL OPPORTU FMV 29,531,749 29,531,749
    KAYNE ANDERSON ENERGY FUND V ( FMV 930,105 930,105
    KAYNE ANDERSON ENERGY FUND VI FMV 672,748 672,748
    KENSICO OFFSHORE FUND LTD CLAS FMV 17,096,839 17,096,839
    LIME ROCK RESOURCES IV-A LP FMV 6,691,899 6,691,899
    LONE STAR FUND IV (US), LP FMV 31,802 31,802
    LONE STAR FUND V (US), LP FMV 1,416,809 1,416,809
    LONE STAR FUND VI (US), LP FMV 1,852,044 1,852,044
    LONE STAR FUND VII (US) LP FMV 27,075 27,075
    LONE STAR FUND VIII (U.S.), L. FMV 1,497,436 1,497,436
    LONE STAR FUND X US LP FMV 638,278 638,278
    LONE STAR REAL ESTATE FUND (US FMV 242,664 242,664
    LSF X U.S. HOLDINGS, L.P. FMV 2,932,281 2,932,281
    MADISON DEARBORN CAPITAL PARTN FMV 347 347
    MADISON DEARBORN CAPITAL PTRS FMV 104,725 104,725
    MADISON INTERNATIONAL RE LIQUI FMV 7,684 7,684
    MADISON INTERNATIONAL RE LIQUI FMV 858,355 858,355
    MADISON INTERNATIONAL REAL EST FMV 1,794 1,794
    MATERIAL IMPACT FUND I L.P FMV 594,653 594,653
    MAYFAIR EQUITY PARTNERS II LP FMV 345,832 345,832
    MISCELLANEOUS ASSETS FMV 76,705 76,705
    MONOMOY CAPITAL PARTNERS AIV I FMV 708,471 708,471
    MORGENTHALER VENTURE PARTNERS FMV 2,130,917 2,130,917
    MUCKER IV, LP FMV 1,466,139 1,466,139
    MUCKER SELECT, LP FMV 3,053,585 3,053,585
    NEW ENERGY CAPITAL INFRASTRUCT FMV 77,459 77,459
    NEW ENERGY CAPITAL INFRASTRUCT FMV 1,195,912 1,195,912
    NORTH BRIDGE GROWTH EQUITY II, FMV 5,335,196 5,335,196
    NORTHGATE PRIVATE EQUITY PARTN FMV 4,550,921 4,550,921
    NORTHGATE VENTURE GROWTH I, LP FMV 1,190,199 1,190,199
    NORTHGATE VENTURE PARTNERS III FMV 7,944,875 7,944,875
    OWNERSHIP CAPITAL GLOBAL EQUIT FMV 5,782,572 5,782,572
    PARK STREET CAPITAL NATURAL RE FMV 1,364,116 1,364,116
    PATRON CAPITAL LP III FMV 127,717 127,717
    PATRON CAPITAL LP IV FMV 889,690 889,690
    PEAKSPAN CAPITAL GROWTH PARTNE FMV 2,909,775 2,909,775
    PEAKSPAN CAPITAL GROWTH PARTNE FMV 202,559 202,559
    PERRY PARTNERS INTERNATIONAL, FMV 3,835 3,835
    PHOENIX ASIA REAL ESTATE INVES FMV 1,682,324 1,682,324
    PROSPECT HARBOR CREDIT PARTNER FMV 23,945 23,945
    PVP FUND II, LP FMV 765,158 765,158
    RIVERSIDE CAPITAL APPRECIATION FMV 849,627 849,627
    RMS EVERGREEN US FORESTLAND FMV 114,672 114,672
    RRG GLOBAL PARTNERS FUND LP FMV 1,011,682 1,011,682
    SANKATY CREDIT OPPORTUNITIES ( FMV 180,421 180,421
    SANKATY CREDIT OPPORTUNITIES I FMV 278,739 278,739
    SCULPTOR OVERSEAS FUND LTD FMV 95,690 95,690
    SENTAKU INVESTORS, LLC FMV 95,503 95,503
    SHORENSTEIN REALTY INVESTORS N FMV 372,909 372,909
    SIGMA PRIME PARTNERS IX FMV 1,859,019 1,859,019
    SIRIOS OVERSEAS FUND A/1E FMV 20,056,720 20,056,720
    SJF VENTURES IV LP FMV 585,416 585,416
    SOFINNOVA CAPITAL IX FMV 526,500 526,500
    SOFINNOVA CAPITAL VIII FMV 4,313,134 4,313,134
    SOMERSET GLOBAL EMERGING MARKE FMV 20,217,218 20,217,218
    SOUTHERN CROSS LATIN AMERICA P FMV 2,008,053 2,008,053
    SUMMIT PARTNERS GROWTH EQUITY FMV 2,588,599 2,588,599
    SUMMIT PARTNERS VENTURE CAPITA FMV 918,251 918,251
    SUSTAINABLE ASSET FUND II, LP FMV 237,760 237,760
    TECHNOLOGY IMPACT FUND LP FMV 522,118 522,118
    THE NIPPON VALUE INVESTORS JAP FMV 8,936,911 8,936,911
    TIFF PARTNERS III, LLC FMV 213,656 213,656
    TPG ENDOWMENT FUND V, L.P. FMV 296,806 296,806
    TPG ENDOWMENT FUND VI, LP FMV 1,362,371 1,362,371
    VENROCK ASSOCIATES VI FMV 4,672,852 4,672,852
    VENROCK ASSOCIATES VII FMV 2,830,679 2,830,679
    VENROCK ASSOCIATES VIII, L.P FMV 821,908 821,908
    VIKING GLOBAL EQ III LTD CL H/ FMV 23,589,540 23,589,540
    VISTA EQUITY PARTNERS FUND VII FMV 784,399 784,399
    VISTA EQUITY PARTNERS VI-A LP FMV 4,792,479 4,792,479
    VISTA FOUNDATION FUND III-A LP FMV 2,277,598 2,277,598
    WESTBROOK RE FUND IX FMV 1,026,603 1,026,603
    WGI EMERGING MARKETS LLC FD CU FMV 32,238,345 32,238,345
    MFB NTGI-QM COMMON DIVERSIFIED FMV 12,930,262 12,930,262
    SILCHESTER INTERNATIONAL VALUE FMV 26,286,317 26,286,317
    SSGA U.S GOVT CREDIT BOND INDE FMV 97,180,938 97,180,938

    TY 2018 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. 397,796 119,338 278,458  
    LEASEHOLD IMPRV. 2,636,962 241,717 2,395,245  
    EQUIPMENT 45,935 14,798 31,137  
    ART WORK 84,400 84,400    


    TY 2018 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 172,056 44,590   127,466


    TY 2018 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 6,748,774 6,600,450 6,600,450
    ACCRUED INCOME 4,985,951 10,829,819 10,829,819
    PREPAID EXCISE TAXES 1,683,387 1,357,570 1,357,570


    TY 2018 OtherDecreasesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Amount
    NET UNREALIZED LOSS ON INVESTMENTS 8,633,312


    TY 2018 OtherExpensesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS & SUBSCRIPTIONS 10,330     10,330
    CONFERENCE/REGISTRATION 47,908     47,908
    INSURANCE 56,692     56,692
    INTERNET/SOFTWARE 266,524     266,524
    MEMBERSHIPS 51,040     51,040
    OFFICE SUPPLIES 113,244     113,244
    PER DIEM SALARIES 70,117     70,117
    POSTAGE 8,628     8,628
    TELEPHONE 36,555     36,555
    CENTENNIAL 14,850     14,850
    PARTNERSHIP EXPENSE   12,029,328    


    TY 2018 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 67,203,971 9,932,680  
    OTHER INCOME 280,861 280,861  
    LESS INCOME TAXED AS UNRELATED BUSINESS   -1,685,421  
    INCOME (IRC 4940(C)(2))      


    TY 2018 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 1,193,605     1,193,605
    EXECUTIVE SEARCH FEES 123,801     123,801
    INVESTMENT MANAGEMENT 3,097,834 3,097,834    


    TY 2018 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. 346,041      
    FOREIGN TAXES PAID   480,875    
    STATE UNRELATED BUSINESS        
    INCOME TAX   20,223