Form990-PF


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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Wallace Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)140 Broadway 49 Floor
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY10005
A Employer identification number

13-6183757
B Telephone number (see instructions)

(212) 251-9700
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$2,042,790,483J 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) 25
2 Check bullet.............
3 Interest on savings and temporary cash investments 950,093 950,093 0
4 Dividends and interest from securities... 8,440,367 8,440,367 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 128,888,002
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 147,708,364
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment 559,137 10,136,129 0
12 Total. Add lines 1 through 11........ 138,837,624 167,234,953 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,952,924 3,089,824 0 1,861,069
14 Other employee salaries and wages...... 6,526,921 991,292 0 5,542,254
15 Pension plans, employee benefits....... 3,065,887 454,558 0 2,825,696
16a Legal fees (attach schedule)......... Click to see attachment 199,143 26,175 0 141,583
b Accounting fees (attach schedule)....... Click to see attachment 170,350 85,175 0 85,175
c Other professional fees (attach schedule).... Click to see attachment 7,987,515 4,853,338 0 6,298,310
17 Interest...............     0  
18 Taxes (attach schedule) (see instructions)... Click to see attachment 270,080 1,181,737 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 685,962 0 0
20 Occupancy.............. 1,729,142 169,456 0 1,602,796
21 Travel, conferences, and meetings....... 46,965 2,836 0 31,521
22 Printing and publications.......... 14,198 39 0 12,885
23 Other expenses (attach schedule)....... Click to see attachment 869,930 75,186 0 775,652
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,519,017 10,929,616 0 19,176,941
25 Contributions, gifts, grants paid....... 40,616,873 47,497,973
26 Total expenses and disbursements. Add lines 24 and 25 67,135,890 10,929,616 0 66,674,914
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 71,701,734
b Net investment income (if negative, enter -0-) 156,305,337
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 26,896,364 141,349,365 141,349,365
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
8 Inventories for sale or use.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 200,101 211,436 211,436
10a Investments—U.S. and state government obligations (attach schedule) 85,113,466 Click to see attachment9,716,085 9,716,085
b Investments—corporate stock (attach schedule)....... 64,213,134 Click to see attachment83,098,595 83,098,595
c Investments—corporate bonds (attach schedule)....... 131,848,642 Click to see attachment108,435,600 108,435,600
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
12 Investments—mortgage loans............. 0 0 0
13 Investments—other (attach schedule).......... 1,498,197,348 Click to see attachment1,690,283,502 1,690,283,502
14 Land, buildings, and equipment: basis bullet9,399,004
Less: accumulated depreciation (attach schedule) bullet1,412,729 8,638,536 Click to see attachment7,986,275 7,986,275
15 Other assets (describe bullet) Click to see attachment841,462 Click to see attachment1,709,625 Click to see attachment1,709,625
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,815,949,053 2,042,790,483 2,042,790,483
Liabilities 17 Accounts payable and accrued expenses.......... 2,099,650 1,803,598
18 Grants payable................. 16,278,471 9,884,193
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet) Click to see attachment9,956,970 Click to see attachment12,119,249
23 Total liabilities (add lines 17 through 22)......... 28,335,091 23,807,040
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,787,613,962 2,018,983,443
25 Net assets with donor restrictions............ 0 0
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,787,613,962 2,018,983,443
30 Total liabilities and net assets/fund balances (see instructions). 1,815,949,053 2,042,790,483
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,787,613,962
2
Enter amount from Part I, line 27a .....................
2
71,701,734
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
159,667,747
4
Add lines 1, 2, and 3 ..........................
4
2,018,983,443
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,018,983,443
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b Liquidated Partnerships P    
c Foreign Corporations P    
d Partnerships and Alternative Investments P    
e Net Capital losses on Foreign exchange contracts P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 463,176,288 0 436,763,627 26,412,661
b 87,611,722   78,315,855 9,295,867
c 31,820,877   30,982,971 837,906
d 222,306,100   111,153,050 111,153,050
e 17,760   8,880 8,880
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     0 26,412,661
b     0 9,295,867
c     0 837,906
d     0 111,153,050
e     0 8,880
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 2 147,708,364
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 0
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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-) Click to see attachment 2 0
3 Add lines 1 and 2........................... 3 2,172,644
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,172,644
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,700,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,700,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 472,644
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.wallacefoundation.org
    14
    The books are in care ofbulletStacy Martin CFO Telephone no.bullet (212) 251-9700

    Located atbullet ZIP+4bullet  
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
    Yes
     
    Part VII
    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
    Amor Towles Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Anne Dinneen Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Candace Beinecke Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Daniel Weiss Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Jorge Ruiz de Velasco Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Kenneth Austin General Counsel & Corporate Secretary
    50.000     		331,194 63,959 0
    140 Broadway 49 Floor
    New York,NY10005
    Kent McGuire Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Mary Beth West Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Melkeya McDuffie CHRO & Assistant Corporate Secretary
    50.000     		355,977 76,311 0
    140 Broadway 49 Floor
    New York,NY10005
    Richard L Kauffman Director
    1.000     		0 0 0
    140 Broadway 49 Floor
    New York,NY10005
    Thomas Lenehan CIO & Assistant Treasurer
    50.000     		862,988 102,564 0
    140 Broadway 49 Floor
    New York,NY10005
    Rob D Nagel Former CIO, Retired
    0.100     		2,097,122 30,623 0
    140 Broadway 49 Floor
    New York,NY10005
    Stacy J Martin CFO & Treasurer
    50.000     		398,682 68,810 0
    140 Broadway 49 Floor
    New York,NY10005
    William I Miller President & Director
    50.000     		830,600 142,553 0
    140 Broadway 49 Floor
    New York,NY10005
    Geraldine Sutera Legal/HR Assoc. & Assistant Corp Secretary
    40.000     		72,048 40,341 0
    140 Broadway 49 Floor
    New York,NY10005
    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
    Bahia Ramos Director - Arts
    50.000     		304,301 60,843 0
    140 Broadway 49 Floor
    New York,NY10005
    Bronwyn Bevan Director - Research
    50.000     		341,955 73,333 0
    140 Broadway 49 Floor
    New York,NY10005
    Joyce Zhang Senior - Investments
    50.000     		358,650 76,318 0
    140 Broadway 49 Floor
    New York,NY10005
    Jody Spiro Dir - Ed. Leadership
    50.000     		304,244 58,263 0
    140 Broadway 49 Floor
    New York,NY10005
    Patrick Sherwood MD-Investments
    50.000     		414,426 46,474 0
    140 Broadway 49 Floor
    New York,NY10005
    Total number of other employees paid over $50,000...................bullet 38
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    The Hatcher Group Communication Consulting Services 1,293,569
    4340 East West Highway Suite 912
    Bethesda,MD20814
    Policy Studies Associates Inc Research and Consulting Services 1,008,898
    1719 Connecticut Ave NW Suite 400
    Washington,DC20009
    Acronym Media Inc Communication Consulting Services 800,242
    350 5th Ave Suite 6520
    New York,NY10118
    Learning Agenda Inc Learning & Enrichment Consulting Services 794,328
    3162 Surrey Hill Lane
    Stow,OH44224
    EducationCounsel LLC Foundationwide Consulting Services 615,000
    1320 Main Street 17th Floor
    Columbia,SC29201
    Total number of others receiving over $50,000 for professional services.............bullet35
    Part VIII-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 TECHNICAL ASSISTANCE: Provide coordination and facilitation of learning communities and technical assistance to Grantees participating in our Youth Arts, Education Leadership, and Out of School Time initiatives. 1,603,341
    2 RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field. 1,402,771
    3 DISSEMINATION: Through conference presentations, webinars, print advertising and media outreach, share Wallace research findings with non-grantee audiences, who can use the findings to improve their own work. 1,275,124
    4 POLICY: Public policy engagement activities include, within the constraints of the law, sharing evidence of what works and encouraging states to seek ESSA funding for evidence-based leadership work. 766,914
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,845,216,776
    b
    Average of monthly cash balances.......................
    1b
    56,924,910
    c
    Fair market value of all other assets (see instructions)................
    1c
    939,900
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,903,081,586
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,903,081,586
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    28,546,224
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,874,535,362
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    93,726,768
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    93,726,768
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,172,644
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,172,644
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    91,554,124
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    486,822
    5
    Add lines 3 and 4............................
    5
    92,040,946
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    92,040,946
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 92,040,946
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 19,182,728
    b Total for prior years:20, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 66,708,614
    a Applied to 2020, but not more than line 2a 19,182,728
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 47,525,886
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.   0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		44,515,060
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Afterschool Alliance
    1101 14th St NW Ste 700
    Washington,DC20005     		  PC To support Afterschool Alliance as a communications partner. 125,000
    Afterschool Alliance
    1101 14th St NW Ste 700
    Washington,DC20005     		  PC To strengthen Afterschool Alliance's policy-focused communications to state and local officials about the American Rescue Plan Act and other federal funding. 250,000
    American Association of Museums
    2451 Crystal Dr Ste 1005
    Arlington,VA22202     		  PC To support AAM as a communications partner. 100,000
    American Association of School Administrators Inc
    1615 Duke St
    Alexandria,VA22314     		  PC To support AASA as a communications partner. 175,000
    American Friends of Les Arts Florissants Inc
    4545 Center Blvd Apt 4006
    Long Island City,NY11109     		  PC General operating support in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement. 1,000
    American Institutes for Research in the Behavioral Sciences
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. 365,882
    American Institutes for Research in the Behavioral Sciences
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. 223,111
    American Symphony Orchestra League
    520 8th Ave Ste 2005
    New York,NY10018     		  PC To support the League as a communications partner. 100,000
    Asian American-Pacific Islanders in Philanthropy Inc
    300 Frank H Ogawa Plz Ste 256
    Oakland,CA94612     		  PC For the general support of Asian American-Pacific Islanders in Philanthropy and CHANGE Philanthropy. 50,000
    Association of Arts Administration Educators Inc
    PO Box 25094
    Providence,RI02905     		  PC To support AAAE as a communications partner. 25,000
    Association of Black Foundation Executives Inc
    42 Broadway Ste 2000
    New York,NY10004     		  PC For general operating support. 20,000
    Association of Performing Arts Professionals Inc
    919 18th St NW Ste 650
    Washington,DC20006     		  PC To support APAP as a communications partner. 100,000
    Big Thought
    1409 Botham Jean Blvd Ste 1015
    Dallas,TX75215     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 251,000
    Board of Education of Jefferson County Kentucky
    3332 Newburg Rd
    Louisville,KY40218     		  GOV To participate in the Equity-Centered Pipeline Initiative. 1,790,000
    Board of Education of Jefferson County Kentucky
    3332 Newburg Rd
    Louisville,KY40218     		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's boarder work in equity. 100,000
    Board of Regents of the University of Wisconsin System
    702 W Johnson St Ste 1101
    Madison,WI53715     		  PC To support a study to answer research questions related to engaging young people from historically marginalized communities in out-of-school time learning. 128,860
    Board of Regents of the University of Wisconsin System
    702 W Johnson St Ste 1101
    Madison,WI53715     		  PC To conduct a project designed to answer research questions related to identifying key issues, opportunities, and questions currently facing the field of youth arts learning. 160,566
    Boston After School & Beyond Inc
    89 South St Ste 601
    Boston,MA02111     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 1,613,250
    Boys & Girls Clubs of America
    1275 Peachtree St NE
    Atlanta,GA30309     		  PC To support Wave II of the Youth Arts Initiative, the goal of which is to help low-income, urban youth engage in high-quality arts education programs in pilot Boys & Girls Clubs sites. 1,086,837
    Candid
    32 Old Slip 24th Fl
    New York,NY10005     		  PC For general operating support. 50,000
    Center for Disaster Philanthropy Inc
    1 Thomas Cl NW Suite 700
    Washington,DC20005     		  PC To contribute to the Disaster Recovery Fund designated for recovery efforts in Texas and Oklahoma communities hit hardest by the recent winter storms. 250,000
    Center for Effective Philanthropy Inc
    675 Massachusetts Ave 7th Fl
    Cambridge,MA02139     		  PC For general operating support. 100,000
    Center for Evaluation Innovation Inc
    1660 L St NW Ste 450
    Washington,DC20036     		  PC For general support of the Evaluation Roundtable. 50,000
    Chamber Music America Inc
    12 W 32nd St 7th Fl
    New York,NY10001     		  PC To support CMA as a communications partner. 100,000
    Child Trends Incorporated
    7315 Wisconsin Ave Ste 1200W
    Bethesda,MD20814     		  PC To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. 171,772
    Children's Funding Project
    2101 L St NW Ste 800
    Washington,DC20037     		  PC To support the creation of regional hubs to help local communities conduct fiscal mapping to fund and sustain youth development priorities. 400,000
    City and County of Denver - Manager of Finance
    201 W Colfax Ave Dept 1101
    Denver,CO80202     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through). 300,000
    Collaborative for Academic Social and Emotional Learning
    815 W Van Buren St Ste 210
    Chicago,IL60607     		  PC For Advocate Sponsorship of the 2021 SEL Exchange Virtual Summit held on October 14, 2021. 10,000
    Collaborative for Academic Social and Emotional Learning
    815 W Van Buren St Ste 210
    Chicago,IL60607     		  PC To provide technical assistance to cities participating in the Partnerships for Social and Emotional Learning Initiative during its fifth and sixth years. 340,000
    Columbus City Schools
    270 E State St
    Columbus,OH43215     		  GOV To participate in the Equity-Centered Pipeline Initiative. 1,790,000
    Columbus City Schools
    270 E State St
    Columbus,OH43215     		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000
    Communication Network
    1717 N Naper Blvd Ste 200-20
    Naperville,IL60563     		  PC For general operating support. 12,500
    Communities Foundation of Texas Inc
    5500 Caruth Haven Ln
    Dallas,TX75225     		  PC To enable CFT to support the Additional Days School Year Summer Learning Initiative that is a collaborative effort between Wallace and the Texas Impact Network and aligned with the efforts of the Texas Education Agency. 250,187
    Council of Chief State School Officers
    1 Massachusetts Ave NW Ste 800
    Washington,DC20001     		  PC To support CCSSO as a communications partner. 200,000
    Council of Chief State School Officers
    1 Massachusetts Ave NW Ste 800
    Washington,DC20001     		  PC To support an effort in collaboration with National Summer Learning Association to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. 357,243
    Council of the Great City Schools
    1331 Pennsylvania Ave NW Ste 1100 N
    Washington,DC20004     		  PC To provide technical assistance to the school boards of the districts participating in the Equity-Centered Pipeline Initiative. 240,000
    Council of the Great City Schools
    1331 Pennsylvania Ave NW Ste 1100 N
    Washington,DC20004     		  PC To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives. 153,132
    Council on Foundations Inc
    1255 23rd St NW Ste 200
    Washington,DC20037     		  PC For general operating support. 24,000
    Council on Foundations Inc
    1255 23rd St NW Ste 200
    Washington,DC20037     		  PC To sponsor the Council's 2021 Public Policy Summit, held virtually on November 4. 9,602
    Dallas Independent School District
    9400 N Central Expressway
    Dallas,TX75231     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 349,250
    Dance USA
    1029 Vermont Ave Ste 400
    Washington,DC20005     		  PC To support Dance USA as a communications partner. 100,000
    DC Public Education Fund
    3407 14th St NW
    Washington,DC20010     		  PC To participate in the Equity-Centered Pipeline Initiative. 1,790,000
    DC Public Education Fund
    3407 14th St NW
    Washington,DC20010     		  PC For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000
    Digital Promise Global
    1001 Connecticut Ave NW Ste935
    Washington,DC20036     		  PC To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. 32,726
    Editorial Projects in Education Inc
    6395 Arlington Rd Ste100
    Bethesda,MD20814     		  PC To support Education Week with a media sponsorship. 650,000
    Education Commission of the States
    700 Broadway Ste 810
    Denver,CO80203     		  PC For general support of the Arts Education Partnership. 10,000
    Education Commission of the States
    700 Broadway Ste 810
    Denver,CO80203     		  PC To provide continued access to ECS's extensive database of education laws and regulations as well as up-to-date information on ESSA developments in the 50 states. 150,000
    Education Development Center Inc
    300 Fifth Ave Ste 2010
    Waltham,MA02451     		  PC To conduct a study to describe whether and how publicly funded summer learning programs that serve K-8 youth in urban settings access and use professional learning and tools to improve and advance equitable outcomes for the students they serve. 255,538
    Education Development Center Inc
    300 Fifth Ave Ste 2010
    Waltham,MA02451     		  PC To provide technical assistance to the Texas Education Agency using the Quality Measures process. 312,325
    Education Development Center Inc
    300 Fifth Ave Ste 2010
    Waltham,MA02451     		  PC To update the Quality Measures rubrics, processes, and protocols to include an explicit focus on equity. 100,000
    Education Writers Association
    1825 K St NW Ste 200
    Washington,DC20006     		  PC To support Education Writers Association with a media sponsorship. 122,098
    Expanded Schools Inc
    11 West 42nd St 3rd Fl
    New York,NY10036     		  PC To support Every Hour Counts in piloting the adoption of a shared measurement framework for assisting communities with their afterschool systems goal-setting and progress measuring. 150,000
    Expanded Schools Inc
    11 West 42nd St 3rd Fl
    New York,NY10036     		  PC To support Every Hour Counts to plan and execute a national virtual peer-to-peer learning institute for expanded-learning practitioners in Spring 2021. 85,000
    Expanded Schools Inc
    11 West 42nd St 3rd Fl
    New York,NY10036     		  PC To support Every Hour Counts as a communications partner. 205,000
    Family Health International
    359 Blackwell St Ste 200
    Durham,NC27701     		  PC To connect districts to resources to support the development of a three-year summer learning plan; plan and facilitate a Summer Learning Community; and curate, assemble and vet related supporting tools. 3,139,854
    Fresno Unified School District
    2309 Tulare St
    Fresno,CA93721     		  GOV To participate in the Equity-Centered Pipeline Initiative. 1,790,000
    Fresno Unified School District
    2309 Tulare St
    Fresno,CA93721     		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000
    Fund for Educational Excellence Inc
    800 N Charles St Ste 400
    Baltimore,MD21201     		  PC For Baltimore City Public Schools to participate in the Equity-Centered Pipeline Initiative. 1,790,000
    Fund for Educational Excellence Inc
    800 N Charles St Ste 400
    Baltimore,MD21201     		  PC For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000
    Funders for Lesbian and Gay Issues Inc
    45 W 36th St 8th Fl
    New York,NY10018     		  PC For general operating support. 15,000
    Grantmakers for Education
    400 SE 103rd Dr 33348
    Portland,OR97216     		  PC For general operating support. 14,400
    Grantmakers for Education
    400 SE 103rd Dr 33348
    Portland,OR97216     		  PC To support the formation of a Grantmakers for Education OST Impact Group with a governance structure and goals. 50,000
    Grantmakers for Education
    400 SE 103rd Dr 33348
    Portland,OR97216     		  PC To sponsor GFE's 2021 Annual Conference held in October. 9,800
    Grantmakers for Effective Organizations
    1310 L St NW Ste 650
    Washington,DC20005     		  PC For general operating support. 14,000
    Grantmakers in the Arts
    522 Courtlandt Ave 1st Fl
    Bronx,NY10451     		  PC For general operating support. 23,190
    Grantmakers in the Arts
    522 Courtlandt Ave 1st Fl
    Bronx,NY10451     		  PC To support GIA's virtual Annual Conference in November 2021, its Annual Conference in New York City in 2022, and for general operating support. 150,000
    Hispanics In Philanthropy
    414 13th St Ste 200
    Oakland,CA94612     		  PC For general operating support. 27,250
    Independent Sector
    1602 L St NW Ste 900
    Washington,DC20036     		  PC For general operating support. 24,850
    Kennesaw State University Foundation Inc
    3391 Town Point Dr Ste 4000
    Kennesaw,GA30144     		  PC To support 'Youth Today' with a media sponsorship. 200,000
    Learning Forward
    800 E Campbell Rd Ste 224
    Richardson,TX75081     		  PC To support the Equity-Centered Pipeline Initiative Learning Community. 189,216
    Learning Policy Institute
    1530 Page Mill Rd Ste 200
    Palo Alto,CA94304     		  PC To create a knowledge synthesis on principal preparation. 30,451
    Learning Policy Institute
    1530 Page Mill Rd Ste 200
    Palo Alto,CA94304     		  PC To implement Phase II of the Whole Child Policy Table. 1,000,000
    Meadows Mental Health Policy Institute for Texas
    2800 Swiss Ave
    Dallas,TX75204     		  PC To support Dallas Independent School District's Re-Imagining Discipline Initiative and their new Reset Center implementation. 250,000
    National AfterSchool Association
    2961A Hunter Mill Rd 626
    Oakton,VA22124     		  PC To support NAA as a communications partner. 125,000
    National Association of Secondary School Principals
    1904 Association Dr
    Reston,VA20191     		  PC To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives. 360,000
    National Association of State Boards of Education
    123 N Pitt St Ste 350
    Alexandria,VA22314     		  PC To support NASBE as a communications partner. 150,000
    National Guild for Community Arts Education Inc
    520 8th Ave Ste 302
    New York,NY10018     		  PC For general operating support. 25,000
    National Policy Board for Educational Administration
    1904 Association Dr
    Reston,VA20191     		  PC To support the development of national equity standards and to provide support and feedback to Equity-Centered Pipeline Initiative grantees as they craft their Equity Leader Standards. 100,000
    National Public Education Support Fund
    1900 L St NW Ste 520
    Washington,DC20036     		  PC For general support of the Education Funder Strategy Group and Grantmakers for Thriving Youth. 50,000
    National Public Radio Inc
    1111 N Capitol St NE
    Washington,DC20002     		  PC To support National Public Radio's coverage of education issues through a media sponsorship. 1,650,000
    National Summer Learning Association Inc
    1701 Pennsylvania Ave NW Ste 200
    Washington,DC20006     		  PC To support NSLA as a communications partner. 275,000
    National Summer Learning Association Inc
    1701 Pennsylvania Ave NW Ste 200
    Washington,DC20006     		  PC To support an effort in collaboration with Council of Chief State School Officers to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. 930,000
    National Urban League Inc
    80 Pine St 9th Fl
    New York,NY10005     		  PC To provide technical assistance to the districts participating in the Equity-Centered Pipeline Initiative. 300,000
    Native Americans in Philanthropy
    1140 3rd St NE 2nd Fl
    Washington,DC20002     		  PC For general operating support. 28,000
    New York University
    627 Broadway 7th Flr
    New York,NY10012     		  PC For general support of The Research Alliance for New York City Schools. 100,000
    Nonprofit New York Inc
    320 E 43rd St 3rd Fl
    New York,NY10017     		  PC For general operating support. 1,000
    Opera America Inc
    330 7th Ave 8th Fl
    New York,NY10001     		  PC To support Opera America as a communications partner. 100,000
    PEAK Grantmaking Inc
    1701 Pennsylvania Ave NW Suite 200
    Washington,DC20006     		  PC For general operating support. 9,250
    Philanthropy New York Inc
    320 E 43rd St
    New York,NY10017     		  PC For general operating support. 49,250
    President and Fellows of Harvard College
    Office of the President Massachuset
    ts Hall
    Cambridge,MA02138     		  PC To update and expand the elementary Social and Emotional Learning guide and create a new middle and high school Navigating SEL Program Guide. 419,255
    Prime Time Palm Beach County Inc
    2300 High Ridge Rd Ste 330
    Boynton Beach,FL33426     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 104,000
    RAND Corporation
    1776 Main St
    Santa Monica,CA90407     		  PC Additional funds to support the research and evaluation of the National Summer Learning Project. 25,000
    RAND Corporation
    1776 Main St
    Santa Monica,CA90407     		  PC To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. 2,100,000
    RAND Corporation
    1776 Main St
    Santa Monica,CA90407     		  PC To conduct an evaluation of the University Principal Preparation Initiative 525,000
    RAND Corporation
    1776 Main St
    Santa Monica,CA90407     		  PC To conduct a survey of U.S. public school teachers on social and emotional learning and teachers' activities related to SEL. 35,813
    Research for Action Inc
    100 S Broad St Ste 700
    Philadelphia,PA19110     		  PC To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. 450,000
    Research for Action Inc
    100 S Broad St Ste 700
    Philadelphia,PA19110     		  PC To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. 109,954
    Ruff Ryders to the Rescue Foundation
    33 S Broadway
    Yonkers,NY10701     		  PC General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. 1,000
    San Antonio Independent School District
    514 W Quincy St
    San Antonio,TX78212     		  GOV To participate in the Equity-Centered Pipeline Initiative. 1,790,000
    San Antonio Independent School District
    514 W Quincy St
    San Antonio,TX78212     		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000
    School Board of Palm Beach County
    3300 Forest Hill Blvd A-323
    West Palm Beach,FL33406     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 481,750
    School District No 1J Multnomah County Oregon
    501 N Dixon St
    Portland,OR97227     		  GOV To participate in the Equity-Centered Pipeline Initiative. 1,790,000
    School District No 1J Multnomah County Oregon
    501 N Dixon St
    Portland,OR97227     		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000
    Shriners Hospitals for Children
    2211 N Oak Park Ave
    Chicago,IL60707     		  PC General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. 2,000
    Sickle Cell Awareness Foundation Corp Int
    207-08 Hollis Ave
    Queens Village,NY11429     		  PC General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. 4,000
    Social Science Research Council
    One Pierrepont Plz
    Brooklyn,NY11201     		  PC To support Fellows who will conduct ethnographies/histories of the arts organizations in Wallace's new arts initiative. 115,728
    Society for Research in Child Development Inc
    1825 K St NW Ste 325
    Washington,DC20006     		  PC To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. 75,000
    Society for Research in Child Development Inc
    1825 K St NW Ste 325
    Washington,DC20006     		  PC To support research poster sessions, representing research of primarily emerging and early career scholars, at a 2022 conference on the topic of creativity, play and learning. 10,000
    Society for Research on Educational Effectiveness
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC For general operating support. 8,000
    St Jude Children's Research Hospital Inc
    262 Danny Thomas Pl
    Memphis,TN38105     		  PC General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. 2,000
    STEM Next Opportunity Fund
    2305 Historic Decatur Rd Ste 100
    San Diego,CA92106     		  PC To fund, in partnership with the Charles Stewart Mott Foundation, the STEM Next Opportunity Fund Fellowship Program with expertise in afterschool and summer learning. 125,000
    Teachers College Columbia University
    525 W 120th St Box 306
    New York,NY10027     		  PC To produce a report that comprehensively reviews the literature on equity-centered leadership, and will articulate a racially and culturally responsive approach and employ it to provide research and evidence-based guidance and suggestions on preparing equity-centered leaders across the seven domains of the principal pipeline. 20,577
    Teachers College Columbia University
    525 W 120th St Box 306
    New York,NY10027     		  PC To support The Hechinger Report with a media sponsorship. 200,000
    Texas Education Agency
    1701 N Congress Ave
    Austin,TX78701     		  GOV To assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative. 151,708
    The Forum for Youth Investment
    7064 Eastern Ave NW
    Washington,DC20012     		  PC For general operating support. 1,200,000
    The Forum for Youth Investment
    7064 Eastern Ave NW
    Washington,DC20012     		  PC To support the Forum as a communications partner. 126,000
    The Forum for Youth Investment
    7064 Eastern Ave NW
    Washington,DC20012     		  PC To provide technical assistance to the cities participating in the Partnerships for Social and Emotional Learning Initiative during its fifth and sixth years, and provide initiative thought partnership to Wallace. 440,000
    The Greater Tacoma Community Foundation
    950 Pacific Ave Ste 1100
    Tacoma,WA98402     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 800,816
    The Institute for Excellence in Education
    711 W Pickard St Ste M
    Mount Pleasant,MO48858     		  PC To encourage the development of effective principal pipelines in organizations that manage large numbers of charter schools. 207,955
    The Leadership Academy Inc
    10-27 46th Ave Ste 0101
    Long Island City,NY11101     		  PC A glide path grant to continue facilitating the ESSA Leadership Learning Community. 919,439
    The Leadership Academy Inc
    10-27 46th Ave Ste 0101
    Long Island City,NY11101     		  PC To provide technical assistance to districts involved in the principal pipeline spread work. 500,000
    The Leadership Academy Inc
    10-27 46th Ave Ste 0101
    Long Island City,NY11101     		  PC To support an invitees' conference and provide proposal development assistance for the Equity-Centered Pipeline Initiative. 276,428
    The Leadership Academy Inc
    10-27 46th Ave Ste 0101
    Long Island City,NY11101     		  PC To conduct an equity audit on grantees participating in the Equity-Centered Pipeline Initiative. 433,000
    The Leadership Academy Inc
    10-27 46th Ave Ste 0101
    Long Island City,NY11101     		  PC To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives 308,480
    The Leadership Academy Inc
    10-27 46th Ave Ste 0101
    Long Island City,NY11101     		  PC A second glide path grant to enable The Leadership Academy to continue facilitating the ESSA Leadership Learning Community. 109,567
    The Rector and Visitors of the University of Virginia
    PO Box 400224
    Charlottesville,VA22904     		  PC To support a study that will identify a set of exemplary school districts doing deep equity work in order to surface if and how this equity work translates to the districts' out-of-school time programs. 127,812
    The Regents of the University of California at Irvine
    141 Innovation Dr Ste 250
    Irvine,CA92697     		  PC To develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning. 99,000
    The Regents of the University of California at Irvine
    141 Innovation Dr Ste 250
    Irvine,CA92697     		  PC To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. 107,967
    The Regents of The University of Colorado
    1800 Grant St Suite 600
    Denver,CO80203     		  PC To support the Research Use and Coordination Study Team's activities for the Equity-Centered Principal Pipeline Initiative 91,789
    The University of Texas at Austin
    PO Box 7726
    Austin,TX78713     		  GOV To conduct an evaluation of the Building Audiences for Sustainability initiative. 182,504
    The University of Texas at Austin
    PO Box 7726
    Austin,TX78713     		  GOV To conduct the Building Audiences for Sustainability outcomes study. 177,008
    The V Foundation
    14600 Weston Pkwy
    Cary,NC27513     		  PC To support the Stuart Scott Memorial Cancer Research Fund in honor of Wallace's Investment Assistant Geri Francis upon her retirement. 1,000
    Theatre Communications Group Inc
    520 8th Ave 24th Fl
    New York,NY10018     		  PC To support TCG as a communications partner. 100,000
    Tides Center
    PO Box 29198
    San Francisco,CA94129     		  PC To support Emerging Practitioners in Philanthropy. 17,500
    Tulsa Community Foundation
    7030 S Yale Ave Ste 600
    Tulsa,OK74136     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 176,067
    Tulsa Public School District No 1
    3027 S New Haven Ave
    Tulsa,OK74114     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 138,567
    University of North Carolina at Chapel Hill
    600 National Bank Plz
    Chapel Hill,NC27599     		  PC To explore the complexity of equity-centered principal pipelines and research possibilities. 96,967
    University of Washington
    203C Miller Hall Box 353600
    Seattle,WA98195     		  GOV To update a tool for districts to develop effective school leadership so it reflects equity considerations. 217,638
    Vanderbilt University
    2301 Vanderbilt Pl
    Nashville,TN37240     		  PC To create a knowledge synthesis on assistant principals. 53,054
    Vanderbilt University
    2301 Vanderbilt Pl
    Nashville,TN37240     		  PC To create a knowledge synthesis on education leadership and student achievement. 100,425
    Vanderbilt University
    2301 Vanderbilt Pl
    Nashville,TN37240     		  PC To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. 242,096
    WestEd
    730 Harrison St
    San Francisco,CA94107     		  PC To conduct Professional Learning Communities in December 2021and June 2022 for participants in the University Principal Preparation Initiative in collaboration with University Council for Educational Administration. 250,000
    William Marsh Rice University
    6100 Main St
    Houston,TX77005     		  PC To support the National Network of Education Research-Practice Partnerships. 50,000
    Winston Salem Forsyth County
    PO Box 2513
    Winston Salem,NC27102     		  GOV To participate in the Equity-Centered Pipeline Initiative. 1,790,000
    Winston Salem Forsyth County
    PO Box 2513
    Winston Salem,NC27102     		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000
    Women's Funding Network
    548 Market St
    San Francisco,CA94104     		  PC For general operating support. 10,000
    Wounded Warrior Project Inc
    4899 Belfort Rd Ste 300
    Jacksonville,FL32256     		  PC General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. 3,000
    Youth Radio
    1701 Broadway
    Oakland,CA94614     		  PC To conduct a study, grounded in young people's specific capacities, interests and conditions during the COVID-19 pandemic, to document what matters most in the arts to youth at this time, and surface learning design strategies for leveraging the arts during social distancing. 49,130
    Alzheimer's Association
    225 N Michigan Ave
    Chicago,IL60601     		    Employee Matching Gift-General support 200
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 105
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 358
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 100
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 100
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 100
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 100
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 53
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 200
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 106
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 100
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 211
    American Friends Service Committee
    1501 Cherry St
    Philadelphia,PA19102     		  PC Employee Matching Gift-General support 300
    American Theatre Group Inc
    57 Farms Circle Rd
    East Brunswick,NJ08816     		  PC Employee Matching Gift-General support 250
    Asian American Arts Alliance
    20 Jay St Suite 740
    Brooklyn,NY11201     		  PC Employee Matching Gift-General support 300
    Badass Animal Rescue Inc
    419 McDonald Ave
    Brooklyn,NY11218     		  PC Employee Matching Gift-General support 206
    Barnard College
    3009 Broadway
    New York,NY10027     		  PC Employee Matching Gift-General support 300
    Boomer Esiason Foundation
    200 B Armstrong Rd
    Garden City Park,NY11040     		  PC Employee Matching Gift-General support 209
    Boomer Esiason Foundation
    200 B Armstrong Rd
    Garden City Park,NY11040     		  PC Employee Matching Gift-General support 53
    Brooklyn Arts Exchange Inc
    421 5th Ave 3rd Flr
    Brooklyn,NY11215     		  PC Employee Matching Gift-General support 300
    Brooklyn Community Bail Fund
    195 Montague St
    Brooklyn,NY11201     		  PC Employee Matching Gift-General support 518
    Brooklyn Defender Services
    177 Livingston St
    Brooklyn,NY11201     		  PC Employee Matching Gift-General support 410
    Brooklyn Museum
    200 Eastern Pkwy
    Brooklyn,NY11238     		  PC Employee Matching Gift-General support 15,000
    Brooklyn New School
    610 Henry St
    Brooklyn,NY11231     		  PC Employee Matching Gift-General support 700
    Brooklyn Public Library
    10 Grand Army Plz
    Brooklyn,NY11238     		  PC Employee Matching Gift-General support 412
    Cambridge Friends School
    5 Cadbury Rd
    Cambridge,MA02140     		  PC Employee Matching Gift-General support 2,000
    Cambridge Friends School
    5 Cadbury Rd
    Cambridge,MA02140     		  PC Employee Matching Gift-General support 2,000
    Camp Onas
    609 Geigel Hill Rd
    Ottsville,PA18942     		  PC Employee Matching Gift-General support 200
    Center For Transformative Action
    119 Anabel Taylor Hall
    Ithaca,NY14853     		  PC Employee Matching Gift-General support 150
    Central Park Conservancy Inc
    14 E 60th St
    New York,NY10022     		  PC Employee Matching Gift-General support 200
    Children's Hospital of Pittsburgh Foundation
    4401 Penn Ave
    Pittsburgh,PA15224     		  PC Employee Matching Gift-General support 200
    Children's Hospital of Pittsburgh Foundation
    4401 Penn Ave
    Pittsburgh,PA15224     		  PC Employee Matching Gift-General support 200
    City Harvest Inc
    6 E 32nd St Flr 5
    New York,NY10016     		  PC Employee Matching Gift-General support 300
    Citymeals-On-Wheels
    355 Lexington Ave
    New York,NY10017     		  PC Employee Matching Gift-General support 360
    Citymeals-On-Wheels
    355 Lexington Ave
    New York,NY10017     		  PC Employee Matching Gift for Covid Relief - General Support 1,500
    Clarion Concerts in Columbia County
    PO Box 43
    Copake,NY12516     		  PC Employee Matching Gift-General support 307
    Cleveland Orchestra
    11001 Euclid Ave
    Cleveland,OH44106     		  PC Employee Matching Gift-General support 300
    Columbia Greenhouse Nursery School
    404 W 116 St
    New York,NY10026     		  PC Employee Matching Gift-General support 150
    Cornell University- Lab of Ornithology
    130 E Seneca St
    Ithaca,NY14850     		  PC Employee Matching Gift-General support 70
    Deerfield Academy
    PO Box 306
    Deerfield,MA01342     		  PC Employee Matching Gift-General support 150
    Eleanor Roosevelt HS PTA
    411 E 76th St
    New York,NY10021     		  PC Employee Matching Gift-General support 2,060
    Feeding America
    161 N Clark St
    Chicago,IL60601     		  PC Employee Matching Gift-General support 200
    Fordham University-WFUV
    441 E Fordham Rd
    Bronx,NY10458     		  PC Employee Matching Gift-General support 600
    Georgetown University
    3700 O St NW
    Washington,DC20057     		  PC Employee Matching Gift-General support 2,000
    Girl Scout Council of Greater New York Inc
    40 Wall St Ste 708
    New York,NY10005     		  PC Employee Matching Gift-General support 200
    Girl Scout Council of Greater New York Inc
    40 Wall St Ste 708
    New York,NY10005     		  PC Employee Matching Gift-General support 8,000
    Girls With Impact Inc
    15 E Putnam Ave 276
    Greenwich,CT06830     		  PC Employee Matching Gift-General support 1,000
    Gods Love We Deliver
    166 Ave of the Americas
    New York,NY10013     		  PC Employee Matching Gift-General support 210
    Haitian Women for Haitian Refugees
    3116 Clarendon Rd
    New York,NY11226     		  PC Employee Matching Gift-General support 103
    Hampshire College Trustees
    893 West St
    Amherst,MA01002     		  PC Employee Matching Gift-General support 500
    Hispanics in Philanthropy
    414 13th St
    Oakland,CA94612     		  PC Employee Matching Gift-General support 287
    Hispanics in Philanthropy
    414 13th St
    Oakland,CA94612     		  PC Employee Matching Gift-General support 288
    Holy Apostles Soup Kitchen
    296 9th Ave
    New York,NY10001     		  PC Employee Matching Gift-General support 101
    Hudson Guild
    441 W 26th St
    New York,NY10001     		  PC Employee Matching Gift-General support 3,000
    In Our Backyards Inc
    540 President St 3rd Flr
    Brooklyn,NY11215     		  PC Employee Matching Gift-General support 820
    Island Harvest LTD
    15 Grumman Rd W
    Bethpage,NY11714     		  PC Employee Matching Gift-General support 200
    John Theissen Children's Foundation
    1881 Wantagh Ave
    Wantagh,NY11793     		  PC Employee Matching Gift-General support 200
    Kyoung's Pacific Beat Inc
    645 E 26th St 4K
    Brooklyn,NY11210     		  PC Employee Matching Gift-General support 109
    Latin American Youth Center
    1419 Columbia Rd NW
    Washington,DC20009     		  PC Employee Matching Gift-General support 400
    Long Island University
    720 Northern Blvd
    Brookville,NY11548     		  PC Employee Matching Gift-General support 4,000
    Lutheran Church of the Good Shepherd
    7420 4th Ave
    Brooklyn,NY11209     		  PC Employee Matching Gift-General support 600
    Marymount School of New York
    1026 5th Ave
    New York,NY10028     		  PC Employee Matching Gift-General support 3,400
    Masbia
    1276 47th St
    Brooklyn,NY11219     		  PC Employee Matching Gift-General support 144
    Metropolitan YMCA of the Oranges
    139 E McClellan Ave
    Livington,NJ07039     		  PC Employee Matching Gift-General support 10,000
    New Jersey City University
    2039 Kennedy Blvd
    Jersey City,NJ07305     		  PC Employee Matching Gift-General support 100
    New Jersey Youth Development Foundation
    1 Golf Dr
    Kenilworth,NJ07033     		  PC Employee Matching Gift-General support 200
    New Visions for Public Schools Inc
    205 E 42nd St
    New York,NY10017     		  PC Employee Matching Gift-General support 2,000
    New York Choral Society
    119 W 57th St
    New York,NY10019     		  PC Employee Matching Gift-General support 1,000
    New York New Jersey Trail Conference
    600 Ramapo Valley Rd
    Mahwah,NJ07430     		  PC Employee Matching Gift-General support 1,000
    New York Public Radio
    160 Varick St 9th Fl
    New York,NY10013     		  PC Employee Matching Gift-General support 50
    New York Public Radio
    160 Varick St 9th Fl
    New York,NY10013     		  PC Employee Matching Gift-General support 300
    New York Public Radio
    160 Varick St 9th Fl
    New York,NY10013     		  PC Employee Matching Gift-General support 300
    New York Writers Coalition Inc
    80 Hanson Place
    Brooklyn,NY11217     		  PC Employee Matching Gift-General support 1,000
    New York Writers Coalition Inc
    80 Hanson Place
    Brooklyn,NY11217     		  PC Employee Matching Gift-General support 1,020
    Packer Collegiate Institute
    170 Joralemon St
    Brooklyn,NY11201     		  PC Employee Matching Gift-General support 150
    Partners in Health
    800 Boylston St
    Boston,MA02199     		  PC Employee Matching Gift-General support 105
    President & Trustees of Colby College
    4120 Mayflower Hill
    Waterville,ME04901     		  PC Employee Matching Gift-General support 230
    President and Fellows of Harvard College
    1033 Massachusetts Ave
    Cambridge,MA02138     		  PC Employee Matching Gift-General support 2,000
    PTA New Jersey Congress of Parents 18571 Gregory School PTA
    301 Gregory Ave
    West Orange,NJ07052     		    Employee Matching Gift-General support 204
    Riverside Park Conservancy
    475 Riverside Dr
    New York,NY10115     		  PC Employee Matching Gift-General support 60
    Roxey Ballet Company Inc
    243 North Union St
    Lambertville,NJ08530     		  PC Employee Matching Gift-General support 1,000
    Running Strong for American Indian Youth
    8301 Richmond Hwy
    Alexandria,VA22309     		  PC Employee Matching Gift-General support 200
    Sacred Heart University
    5151 Park Ave
    Fairfield,CT06825     		  PC Employee Matching Gift-General support 300
    Saint David's School
    12 E 89th St
    New York,NY10128     		  PC Employee Matching Gift-General support 3,400
    Second Chance Rescue Inc
    PO Box 570701
    Whitestone,NY11357     		  PC Employee Matching Gift-General support 204
    Self-Help for Women with Breast or Ovarian Cancer-SHARE
    165 W 46 St Suite 712
    New York,NY10036     		  PC Employee Matching Gift-General support 51
    Shriners Hospitals for Children
    2211 N Oak Park Ave
    Chicago,IL60707     		  PC Employee Matching Gift-General support 200
    Soho Repertory Theatre Inc
    401 Broadway Suite 300
    New York,NY10013     		  PC Employee Matching Gift-General support 600
    Southern Queens Park Association Inc
    177-01 Baisley Blvd
    Jamaica,NY11434     		  PC Covid Relief Grant - General Support 400
    St Jude Children's Research
    501 St Jude Place
    Memphis,TN38105     		  PC Employee Matching Gift-General support 204
    Stanford Junior University
    365 Lasuen St 3rd Flr
    Stanford,CA94305     		  PC Employee Matching Gift-General support 200
    The Bronx Defenders
    360 E 161st St
    Bronx,NY10451     		  PC Employee Matching Gift-General support 420
    The Churchill School and Center
    301 E 29th St
    New York,NY10016     		  PC Employee Matching Gift-General support 240
    The Churchill School and Center
    301 E 29th St
    New York,NY10016     		  PC Employee Matching Gift-General support 240
    The Cleveland Music School Settlement
    11125 Magnolia Dr
    Cleveland,OH44106     		  PC Employee Matching Gift-General support 400
    The David Sheldrick Wildlife Trust USA Inc
    25283 Cabot Rd
    Laguna Hills,CA92653     		  PC Employee Matching Gift-General support 80
    The Feminist Press
    365 5th Ave
    New York,NY10016     		  PC Employee Matching Gift-General support 309
    The Film Collaborative Inc
    3405 Cazador St
    Los Angeles,CA90065     		  PC Employee Matching Gift-General support 100
    The Museum of Public Relations
    85 Broad St
    New York,NY10004     		  PC Employee Matching Gift-General support 2,000
    The Poetry Project Limited
    131 E 10th St
    New York,NY10003     		  PC Employee Matching Gift-General support 80
    The Trustees of the Smith College
    23 Elm St
    Northampton,MA01063     		  PC Employee Matching Gift-General support 150
    Trinity Episcopal School Corporation
    139 W 91st St
    New York,NY10024     		  PC Employee Matching Gift-General support 2,000
    Understood for All Inc
    96 Morton St 5th Flr
    New York,NY10014     		  PC Employee Matching Gift-General support 212
    University Community Social Services Inc
    137 E 2nd St
    New York,NY10009     		  PC Employee Matching Gift-General support 200
    University of California Berkeley Foundation
    1995 University Ave
    Berkeley,CA94704     		  PC Employee Matching Gift-General support 300
    West Side Center for Community Life Inc
    263 W 86th St
    New York,NY10024     		  PC Employee Matching Gift-General support 1,000
    WNET
    825 8th Ave
    New York,NY10019     		  PC Employee Matching Gift-General support 300
    World Vision Inc
    PO Box 120
    Federal Way,WA98063     		  PC Employee Matching Gift-General support 880
    Total .................................bullet 3a 47,497,973
    bApproved for future payment
    American Institutes for Research in the Behavioral Sciences
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. 81,422
    American Institutes for Research in the Behavioral Sciences
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. 96,165
    Association for Supervision and Curriculum Development
    1703 N Beauregard St
    Alexandria,VA22311     		  PC To support ASCD as a communications partner. 75,000
    Big Thought
    1409 Botham Jean Blvd Ste 1015
    Dallas,TX75215     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 25,000
    Board of Regents of the University of Wisconsin System
    702 W Johnson St Ste 1101
    Madison,WI53715     		  PC To conduct a project designed to answer research questions related to identifying key issues, opportunities, and questions currently facing the field of youth arts learning. 16,120
    Boston After School & Beyond Inc
    89 South St Ste 601
    Boston,MA02111     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 850,000
    Boys & Girls Clubs of America
    1275 Peachtree St NE
    Atlanta,GA30309     		  PC To support Wave II of the Youth Arts Initiative, the goal of which is to help low-income, urban youth engage in high-quality arts education programs in pilot Boys & Girls Clubs sites. 125,000
    Child Trends Incorporated
    7315 Wisconsin Ave Ste 1200W
    Bethesda,MD20814     		  PC To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. 9,096
    Children's Funding Project
    2101 L St NW Ste 800
    Washington,DC20037     		  PC To support the creation of regional hubs to help local communities conduct fiscal mapping to fund and sustain youth development priorities. 800,000
    City and County of Denver - Manager of Finance
    201 W Colfax Ave Dept 1101
    Denver,CO80202     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through). 150,000
    Communities Foundation of Texas Inc
    5500 Caruth Haven Ln
    Dallas,TX75225     		  PC To enable CFT to support the Additional Days School Year Summer Learning Initiative that is a collaborative effort between Wallace and the Texas Impact Network and aligned with the efforts of the Texas Education Agency. 257,692
    Council of Chief State School Officers
    1 Massachusetts Ave NW Ste 800
    Washington,DC20001     		  PC To support an effort in collaboration with National Summer Learning Association to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. 362,757
    Council of the Great City Schools
    1331 Pennsylvania Ave NW Ste 1100 N
    Washington,DC20004     		  PC To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives. 206,283
    Dallas Independent School District
    9400 N Central Expressway
    Dallas,TX75231     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 50,000
    Digital Promise Global
    1001 Connecticut Ave NW Ste935
    Washington,DC20036     		  PC To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. 82,327
    Editorial Projects in Education Inc
    6395 Arlington Rd Ste100
    Bethesda,MD20814     		  PC To support Education Week with a media sponsorship. 650,000
    Education Development Center Inc
    300 Fifth Ave Ste 2010
    Waltham,MA02451     		  PC To conduct a study to describe whether and how publicly funded summer learning programs that serve K-8 youth in urban settings access and use professional learning and tools to improve and advance equitable outcomes for the students they serve. 21,219
    Education Writers Association
    1825 K St NW Ste 200
    Washington,DC20006     		  PC To support Education Writers Association with a media sponsorship. 127,902
    International Society of the Learning Sciences
    201 N Rose Ave
    Bloomington,IN47405     		  PC To help ISLS expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. 150,000
    Learning Forward
    800 E Campbell Rd Ste 224
    Richardson,TX75081     		  PC To support the Equity-Centered Pipeline Initiative Learning Community. 99,184
    National Association of Elementary School Principals Foundation
    1615 Duke St
    Alexandria,VA22314     		  PC To support NAESP as a communications partner. 100,000
    President and Fellows of Harvard College
    Office of the President Massachuset
    ts Hall
    Cambridge,MA02138     		  PC To update and expand the elementary Social and Emotional Learning guide and create a new middle and high school Navigating SEL Program Guide. 10,549
    Prime Time Palm Beach County Inc
    2300 High Ridge Rd Ste 330
    Boynton Beach,FL33426     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 25,000
    RAND Corporation
    1776 Main St
    Santa Monica,CA90407     		  PC To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. 2,406,276
    RAND Corporation
    1776 Main St
    Santa Monica,CA90407     		  PC To conduct an evaluation of the University Principal Preparation Initiative 145,000
    Research for Action Inc
    100 S Broad St Ste 700
    Philadelphia,PA19110     		  PC To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. 100,000
    Research for Action Inc
    100 S Broad St Ste 700
    Philadelphia,PA19110     		  PC To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. 90,193
    School Board of Palm Beach County
    3300 Forest Hill Blvd A-323
    West Palm Beach,FL33406     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 100,000
    Society for Research in Child Development Inc
    1825 K St NW Ste 325
    Washington,DC20006     		  PC To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. 75,000
    Society for Research on Educational Effectiveness
    1000 Thomas Jefferson St NW
    Washington,DC20007     		  PC To help SREE expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. 150,000
    STEM Next Opportunity Fund
    2305 Historic Decatur Rd Ste 100
    San Diego,CA92106     		  PC To fund, in partnership with the Charles Stewart Mott Foundation, the STEM Next Opportunity Fund Fellowship Program with expertise in afterschool and summer learning. 125,000
    Texas Education Agency
    1701 N Congress Ave
    Austin,TX78701     		  GOV To assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative. 315,443
    The Greater Tacoma Community Foundation
    950 Pacific Ave Ste 1100
    Tacoma,WA98402     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 150,000
    The Institute for Excellence in Education
    711 W Pickard St Ste M
    Mount Pleasant,MO48858     		  PC To encourage the development of effective principal pipelines in organizations that manage large numbers of charter schools. 34,700
    The Regents of the University of California at Irvine
    141 Innovation Dr Ste 250
    Irvine,CA92697     		  PC To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. 34,743
    The Regents of The University of Colorado
    1800 Grant St Suite 600
    Denver,CO80203     		  PC To support the Research Use and Coordination Study Team's activities for the Equity-Centered Principal Pipeline Initiative 63,427
    The University Council for Educational Administration Inc
    620 Farm Ln
    East Lansing,MI48823     		  PC To support UCEA as a communications partner. 125,000
    The University of Texas at Austin
    PO Box 7726
    Austin,TX78713     		  GOV To conduct an evaluation of the Building Audiences for Sustainability initiative. 1,417,496
    Tulsa Community Foundation
    7030 S Yale Ave Ste 600
    Tulsa,OK74136     		  PC To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 37,500
    Tulsa Public School District No 1
    3027 S New Haven Ave
    Tulsa,OK74114     		  GOV To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). 75,000
    Vanderbilt University
    2301 Vanderbilt Pl
    Nashville,TN37240     		  PC To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. 44,363
    Action Against Hunger
    1 Whitehall St
    New York,NY10004     		  PC Employee Matching Gift-General support 308
    Alzheimer's Association
    225 N Michigan Ave
    Chicago,IL60601     		  PC Employee Matching Gift-General support 70
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 200
    American Cancer Society
    250 Williams St
    Atlanta,GA30303     		  PC Employee Matching Gift-General support 70
    Black and Missing Foundation Inc
    7400 Buchman St 2431
    Hyattsville,MD20784     		  PC Employee Matching Gift-General support 50
    Brooklyn Arts Exchange Inc
    421 5th Ave 3rd Flr
    Brooklyn,NY11215     		  PC Employee Matching Gift-General support 300
    Brooklyn Community Bail FundEnvision Freedom Fund
    195 Montague St
    Brooklyn,NY11201     		  PC Employee Matching Gift-General support 415
    Brooklyn Defender Services
    177 Livingston St
    Brooklyn,NY11201     		  PC Employee Matching Gift-General support 410
    Brooklyn Museum
    200 Eastern Pkwy
    Brooklyn,NY11238     		  PC Employee Matching Gift-General support 15,000
    Brooklyn Public Library
    10 Grand Army Plz
    Brooklyn,NY11238     		  PC Employee Matching Gift-General support 300
    Children's Museum of the Arts
    103 Charlton St
    New York,NY10014     		  PC Employee Matching Gift-General support 300
    CityMeals-On-Wheels
    355 Lexington Ave
    New York,NY10017     		  PC Employee Matching Gift-General support 528
    CityMeals-On-Wheels
    355 Lexington Ave
    New York,NY10017     		  PC Employee Matching Gift-General support 50
    CityMeals-On-Wheels
    355 Lexington Ave
    New York,NY10017     		  PC Employee Matching Gift-General support 208
    Clarion Concerts in Columbia County
    PO Box 43
    Copake,NY12516     		  PC Employee Matching Gift-General support 4,000
    Feeding America Kentucky's Heartland Inc
    313 Peterson Dr
    Elizabethtown,KY42702     		  PC Employee Matching Gift-General support 50
    Fonkoza USA Inc
    1900 L St NW
    Washington,DC20036     		  PC Employee Matching Gift-General support 400
    Frost Valley YMCA
    2000 Frost Valley Rd
    CLARYVILLE,NY12725     		  PC Employee Matching Gift-General support 208
    Gods Love We Deliver
    166 Ave of the Americas
    New York,NY10013     		  PC Employee Matching Gift-General support 52
    Growth Through Learning Inc
    PO Box 390975
    Cambridge,MA02139     		  PC Employee Matching Gift-General support 100
    Hampshire College Trustees
    893 West St
    Amherst,MA01002     		  PC Employee Matching Gift-General support 400
    Harlem Stage
    150 Convent Ave
    New York,NY10031     		  PC Employee Matching Gift-General support 670
    Harvard University
    Office of the President Massachuset
    ts Hall
    Cambridge,MA02138     		  PC Employee Matching Gift-General support 2,000
    Heifer Project International Inc
    1 World Ave
    Little Rock,AR72202     		  PC Employee Matching Gift-General support 200
    International Rescue Committee
    122 E 42nd St
    New York,NY10168     		  PC Employee Matching Gift-General support 300
    JESPY House Inc
    102 Prospect St
    South Orange,NJ07079     		  PC Employee Matching Gift-General support 310
    Korean-American Community Foundation Inc
    135 E 64 St
    New York,NY10065     		  PC Employee Matching Gift-General support 200
    Lund Family Center Inc
    PO Box 4009
    Burlington,VT05406     		  PC Employee Matching Gift-General support 500
    New Visions for Public Schools Inc
    205 E 42nd St
    New York,NY10017     		  PC Employee Matching Gift-General support 2,000
    New York Choral Society
    119 W 57th St
    New York,NY10019     		  PC Employee Matching Gift-General support 1,000
    New York New Jersey Trail Conference
    600 Ramapo Valley Rd
    Mahwah,NJ07430     		  PC Employee Matching Gift-General support 1,000
    New York Writers Coalition Inc
    80 Hanson Place
    Brooklyn,NY11217     		  PC Employee Matching Gift-General support 1,000
    Partners in Health
    800 Boylston St
    Boston,MA02199     		  PC Employee Matching Gift-General support 420
    Prospect Park Alliance
    95 Prospect Park W
    Brooklyn,NY11215     		  PC Employee Matching Gift-General support 10,000
    Prospect Park Alliance
    95 Prospect Park W
    Brooklyn,NY11215     		  PC Employee Matching Gift-General support 120
    Richard Tucker Music Foundation
    1790 Broadway Suite 715
    New York,NY10019     		  PC Employee Matching Gift-General support 200
    Safe Horizon Inc
    2 Lafayette St 3rd Flr
    New York,NY10007     		  PC Employee Matching Gift-General support 307
    Saint Ann's School
    129 Pierrepont St
    Brooklyn,NY11201     		  PC Employee Matching Gift-General support 400
    Saint David's School
    12 E 89th St
    New York,NY10128     		  PC Employee Matching Gift-General support 3,400
    Shriners Hospitals for Children
    2211 N Oak Park Ave
    Chicago,IL60707     		  PC Employee Matching Gift-General support 51
    Signature Theatre Company Inc
    480 W 42nd St
    New York,NY10036     		  PC Employee Matching Gift-General support 140
    SisterSong Inc
    1237 Ralph David Abernathy Blvd SW
    Atlanta,GA30310     		  PC Employee Matching Gift-General support 400
    Starlight Children's Foundation
    400 Corporate Pointe Suite 590
    Culver City,CA90230     		  PC Employee Matching Gift-General support 52
    TASSC International
    4121 Harewood Rd NE
    Washington,DC20017     		  PC Employee Matching Gift-General support 300
    The ALS Association Greater New York Chapter
    42 Broadway Suite 1724
    New York,NY10004     		  PC Employee Matching Gift-General support 200
    The Bronx Defenders
    360 E 161st St
    Bronx,NY10451     		  PC Employee Matching Gift-General support 315
    The East End African American Museum and Center for Excellence
    PO Box 2263
    Southampton,NY11969     		  PC Employee Matching Gift-General support 5,000
    The Laundromat Project
    1476 Fulton St
    Brooklyn,NY11216     		  PC Employee Matching Gift-General support 200
    The Music Settlement
    11125 Magnolia Dr
    Cleveland,OH44106     		  PC Employee Matching Gift-General support 400
    Understood for All Inc
    96 Morton St 5th Flr
    New York,NY10014     		  PC Employee Matching Gift-General support 212
    University Community Social Services Inc
    PO Box 20930
    New York,NY10009     		  PC Employee Matching Gift-General support 500
    University of Illinois Foundation Memorial Fund
    1305 W Green St
    Urbana,IL61801     		  PC Employee Matching Gift-General support 700
    Wells Arts Exchange LTDCharles Weinstein
    155 Wythe Ave
    Brooklyn,NY11249     		  PC Employee Matching Gift-General support 2,000
    World Vision Inc
    PO Box 120
    Federal Way,WA98063     		  PC Employee Matching Gift-General support 840
    World Wildlife Fund Inc
    1250 24th St NW
    Washington,DC20037     		  PC Employee Matching Gift-General support 70
    Total .................................bullet 3b 9,918,683
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 950,093  
    4 Dividends and interest from securities ....          
    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 ............     		900099 241,363 18 128,646,639  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aInvestment Loss     		900099 -538,637 14 547,320  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -297,274 138,584,419 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    138,287,145
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID: 21014044
    Software Version: 2021v4.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 170,350 85,175   85,175

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

    TY 2021 DepreciationSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    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
    Leashold Improvements   7,952,858 543,815     513,855      
    Furniture   1,000,993 72,294     66,733      
    Computer Equipment   290,251 99,762     95,316      
    Office Equipment   50,289 10,896     10,058      

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Various         128,888,002       128,888,002  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Bonds    
    PIMCO Income Inst 46,491,619 46,491,619
    Morgan Stanley Global Opportunity Portfolio 61,943,981 61,943,981

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate Stock    
    Abb Ltd 3,192,269 3,192,269
    Alibab Group Holding Ltd 1,746,890 1,746,890
    Alimentation Couche-Tard Inc 3,133,762 3,133,762
    Anhui Conch Cement Co, Ltd 789,362 789,362
    Arch Capital Group Ltd 3,551,333 3,551,333
    Associated British Foods PLC 855,085 855,085
    The Berkeley Group Holdings PLC 755,792 755,792
    CaixaBank, S.A. 739,335 739,335
    CIE Financiere Richemont 1,908,718 1,908,718
    CNH Industrial N.V. 1,079,560 1,079,560
    Compass Group PLC 3,635,788 3,635,788
    Credit Suisse Group AG 1,184,923 1,184,923
    CRH PLC 1,004,778 1,004,778
    Danone SA 2,955,802 2,955,802
    Fresenius Medical Care AG 1,778,232 1,778,232
    GSK PLC 330,413 330,413
    Groupe Bruxelles Lambert SA 2,259,006 2,259,006
    GRUMA,S.A.B. 619,901 619,901
    HELLA GmbH & Co KGaA 439,738 439,738
    Hengan International Group Co, Ltd 914,103 914,103
    Holcim Ltd 1,930,894 1,930,894
    HSBC Bank PLC 809,891 809,891
    Imperial Oil Ltd 1,158,206 1,158,206
    Inchcape PLC 237,222 237,222
    ING Groep NV 2,778,932 2,778,932
    Liberty Global PLC 1,365,742 1,365,742
    Lloyds Banking Group PLC 1,645,237 1,645,237
    Nokia Corp 1,289,490 1,289,490
    Novartis AG 3,266,708 3,266,708
    Relx PLC 283,756 283,756
    Relx PLC 2,823,291 2,823,291
    Ryanair Holdings PLC 122,454 122,454
    Safran SA 1,639,105 1,639,105
    Samsung Electronics Co Ltd 5,308,131 5,308,131
    Seven & i Holdings Co Ltd 948,370 948,370
    Sodexo 409,800 409,800
    Sodexo SA 1,227,908 1,227,908
    Suncor Energy Inc 1,658,283 1,658,283
    Telefonica Brasil SA ADR 994,811 994,811
    Tenaris SA 1,148,984 1,148,984
    Trip.com Group Ltd 1,084,160 1,084,160
    UBS Group AG 2,422,840 2,422,840
    Universal Music Group 643,202 643,202
    White Mountains Insurance Group 236,239 236,239
    Willis Towers Watson PLC 1,246,822 1,246,822
    Duck Creek Technologies Inc 80,906 80,906
    JFROG Ltd 61,538 61,538
    Receivable for Investments, Net 13,400,883 13,400,883

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    US Government Securities - End of Year Book Value:

    9,716,085
    US Government Securities - End of Year Fair Market Value:

    9,716,085
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Other Investments FMV    
    U.S. Partnership - 1 FMV 31,185,678 31,185,678
    U.S. Partnership - 2 FMV 3,888,269 3,888,269
    U.S. Partnership - 3 FMV 350,000 350,000
    U.S. Partnership - 4 FMV 1,010,830 1,010,830
    U.S. Partnership - 5 FMV 392,071 392,071
    U.S. Partnership - 6 FMV 1,075,219 1,075,219
    U.S. Partnership - 7 FMV 5,588,039 5,588,039
    U.S. Partnership - 8 FMV 15,558,942 15,558,942
    U.S. Partnership - 9 FMV 19,359,016 19,359,016
    U.S. Partnership - 10 FMV 50,455,684 50,455,684
    U.S. Partnership - 11 FMV 6,522,144 6,522,144
    U.S. Partnership - 12 FMV 13,684,551 13,684,551
    U.S. Partnership - 13 FMV 456,526 456,526
    U.S. Partnership - 14 FMV 3,569,681 3,569,681
    U.S. Partnership - 15 FMV 364,764 364,764
    U.S. Partnership - 16 FMV 422,541 422,541
    U.S. Partnership - 17 FMV 1,591,531 1,591,531
    U.S. Partnership - 18 FMV 1,672,683 1,672,683
    U.S. Partnership - 19 FMV 7,718,820 7,718,820
    U.S. Partnership - 20 FMV 2,710,299 2,710,299
    U.S. Partnership - 21 FMV 798,844 798,844
    U.S. Partnership - 22 FMV 1,317,768 1,317,768
    U.S. Partnership - 23 FMV 11,198,072 11,198,072
    U.S. Partnership - 24 FMV 30,328,298 30,328,298
    U.S. Partnership - 25 FMV 630,078 630,078
    U.S. Partnership - 26 FMV 1,755,728 1,755,728
    U.S. Partnership - 27 FMV 37,063,518 37,063,518
    U.S. Partnership - 28 FMV 2,632,602 2,632,602
    U.S. Partnership - 29 FMV 73,530,160 73,530,160
    U.S. Partnership - 30 FMV 7,879,379 7,879,379
    U.S. Partnership - 31 FMV 2,868,149 2,868,149
    U.S. Partnership - 32 FMV 27,635,098 27,635,098
    U.S. Partnership - 33 FMV 31,791,004 31,791,004
    U.S. Partnership - 34 FMV 7,248,134 7,248,134
    U.S. Partnership - 35 FMV 10,178,032 10,178,032
    U.S. Partnership - 36 FMV 11,880,102 11,880,102
    U.S. Partnership - 37 FMV 3,738,130 3,738,130
    U.S. Partnership - 38 FMV 26,561 26,561
    U.S. Partnership - 39 FMV 133,708 133,708
    U.S. Partnership - 40 FMV 21,193,016 21,193,016
    U.S. Partnership - 41 FMV 22,598,227 22,598,227
    U.S. Partnership - 42 FMV 3,373,721 3,373,721
    U.S. Partnership - 43 FMV 72,034,810 72,034,810
    U.S. Partnership - 44 FMV 5,179,324 5,179,324
    U.S. Partnership - 45 FMV 3,773,094 3,773,094
    U.S. Partnership - 46 FMV 11,077,912 11,077,912
    U.S. Partnership - 47 FMV 15,275,771 15,275,771
    U.S. Partnership - 48 FMV 729,562 729,562
    U.S. Partnership - 49 FMV 1,342,209 1,342,209
    U.S. Partnership - 50 FMV 1,819,501 1,819,501
    U.S. Partnership - 51 FMV 11,546,124 11,546,124
    U.S. Partnership - 52 FMV 170,053 170,053
    U.S. Partnership - 53 FMV 351,183 351,183
    U.S. Partnership - 54 FMV 2,407,591 2,407,591
    U.S. Partnership - 55 FMV 49,337,965 49,337,965
    U.S. Partnership - 56 FMV 680,398 680,398
    U.S. Partnership - 57 FMV 175,987,520 175,987,520
    U.S. Partnership - 58 FMV 46,459,706 46,459,706
    U.S. Partnership - 59 FMV 23,862 23,862
    U.S. Partnership - 60 FMV 923,657 923,657
    U.S. Partnership - 61 FMV 1,689,733 1,689,733
    U.S. Partnership - 62 FMV 1,003,684 1,003,684
    U.S. Partnership - 63 FMV 5,724,248 5,724,248
    U.S. Partnership - 64 FMV 25,954,823 25,954,823
    U.S. Partnership - 65 FMV 13,863,345 13,863,345
    U.S. Partnership - 66 FMV 21,225,222 21,225,222
    U.S. Partnership - 67 FMV 831,015 831,015
    U.S. Partnership - 68 FMV 5,596,549 5,596,549
    U.S. Partnership - 69 FMV 70,496,465 70,496,465
    Non-U.S. Partnership - 1 FMV 75,077,998 75,077,998
    Non-U.S. Partnership - 2 FMV 32,094,232 32,094,232
    Non-U.S. Partnership - 3 FMV 62,771,500 62,771,500
    Non-U.S. Partnership - 4 FMV 187,729 187,729
    Non-U.S. Partnership - 5 FMV 3,237,718 3,237,718
    Non-U.S. Partnership - 6 FMV 6,715,873 6,715,873
    Non-U.S. Partnership - 7 FMV 13,428,562 13,428,562
    Non-U.S. Partnership - 8 FMV 5,698,828 5,698,828
    Non-U.S. Partnership - 9 FMV 1,221,118 1,221,118
    Non-U.S. Partnership - 10 FMV 5,159,863 5,159,863
    Non-U.S. Partnership - 11 FMV 9,222,073 9,222,073
    Non-U.S. Partnership - 12 FMV 16,510,375 16,510,375
    Non-U.S. Partnership - 13 FMV 1,074,757 1,074,757
    Non-U.S. Partnership - 14 FMV 7,344,024 7,344,024
    Non-U.S. Partnership - 15 FMV 21,664,043 21,664,043
    Non-U.S. Partnership - 16 FMV 1,394,700 1,394,700
    Non-U.S. Partnership - 17 FMV 2,051,019 2,051,019
    Non-U.S. Partnership - 18 FMV 1,564,858 1,564,858
    Non-U.S. Partnership - 19 FMV 69,019,393 69,019,393
    Non-U.S. Partnership - 20 FMV 31,415,962 31,415,962
    Non-U.S. Partnership - 21 FMV 5,822,489 5,822,489
    Non-U.S. Partnership - 22 FMV 616,114 616,114
    Non-U.S. Partnership - 23 FMV 9,930,089 9,930,089
    Non-U.S. Partnership - 24 FMV 15,907,114 15,907,114
    Non-U.S. Partnership - 25 FMV 71,022,285 71,022,285
    Non-U.S. Partnership - 26 FMV 27,509,535 27,509,535
    Non-U.S. Partnership - 27 FMV 12,832,383 12,832,383
    Non-U.S. Partnership - 28 FMV 2,455,659 2,455,659
    Non-U.S. Partnership - 29 FMV 371,272 371,272
    Non-U.S. Partnership - 30 FMV 2,402,490 2,402,490
    Non-U.S. Partnership - 31 FMV 9,724 9,724
    Non-U.S. Partnership - 32 FMV 4,902,931 4,902,931
    Non-U.S. Partnership - 33 FMV 8,371,753 8,371,753
    Non-U.S. Partnership - 34 FMV 663,843 663,843
    Non-U.S. Partnership - 35 FMV 4,086,534 4,086,534
    Non-U.S. Partnership - 36 FMV 61,086,026 61,086,026
    Non-U.S. Partnership - 37 FMV 72,557,693 72,557,693

    TY 2021 LandEtcSchedule2
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and fixtures 1,051,282 159,980 891,302 891,302
    Improvements 7,952,858 1,057,670 6,895,188 6,895,188
    Miscellaneous 394,864 195,079 199,785 199,785


    TY 2021 LegalFeesSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 199,143 26,175   141,583


    TY 2021 OtherAssetsSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Landlord reimbursement 6,884 41,827 41,827
    Taxes receivable 834,578 1,659,450 1,659,450
    Cobra receivable   8,348 8,348


    TY 2021 OtherExpensesSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Computer software, maintenance and parts 353,780 34,670   326,196
    Dues 103,771 3,706   99,834
    Insurance 123,132 12,067   112,498
    NYS Filing fee 1,500     1,500
    Office management 83,057 8,140   70,978
    Payroll services 4,507 442   4,065
    Training courses 200,183 16,161   160,581


    TY 2021 OtherIncomeSchedule2
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other investment income 8,685 10,136,129  
    Federal excise and UBIT tax credits 550,452    


    TY 2021 OtherIncreasesSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Amount
    Unrealized Gain/Loss 159,667,747


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Beginning of Year - Book Value End of Year - Book Value
    Deferred Federal excise tax 8,595,690 10,780,929
    Landlord Incentives 1,361,280 1,338,320


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consultants - non DCA 1,655,450 164,132   1,464,904
    DCA - Knowledge Sharing & Dissemination 1,275,124     1,247,300
    DCA - Public Policy 766,914     688,254
    DCA - Research 1,402,771     1,221,585
    DCA - Technical Assistance to Grantees 1,603,341     1,676,267
    Investment fees 1,283,915 4,689,206    


    TY 2021 TaxesSchedule
    Name:
    The Wallace Foundation
    EIN:
    13-6183757
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal UBIT & Excise Taxes 4,252      
    Foreign taxes 265,828 1,181,737