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 EDUCATIONAL FOUNDATION OF AMERICA
C/O INTENTIONAL PHILANTHROPY
Number and street (or P.O. box number if mail is not delivered to street address)4801 HAMPDEN LANE 106
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208142948
A Employer identification number

13-3424750
B Telephone number (see instructions)

(646) 640-6032
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$294,733,951J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,469 3,469  
4 Dividends and interest from securities... 1,925,619 1,925,141  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,941,344
b Gross sales price for all assets on line 6a 35,091,792
7 Capital gain net income (from Part IV, line 2)... 30,941,344
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -58,036 -210,957  
12 Total. Add lines 1 through 11........ 32,812,396 32,658,997  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 747,358 0   741,292
15 Pension plans, employee benefits....... 194,830 0   185,277
16a Legal fees (attach schedule)......... Click to see attachment 2,766 0   2,766
b Accounting fees (attach schedule)....... Click to see attachment 35,250 0   10,000
c Other professional fees (attach schedule).... Click to see attachment 1,570,036 1,164,905   484,459
17 Interest............... 4,841 4,026   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 577,957 156,368   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 52,981 0   56,556
21 Travel, conferences, and meetings....... 29,614 0   29,578
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,255,877 1,160,480   84,550
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,471,510 2,485,779   1,594,478
25 Contributions, gifts, grants paid....... 11,508,000 8,103,000
26 Total expenses and disbursements. Add lines 24 and 25 15,979,510 2,485,779   9,697,478
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,832,886
b Net investment income (if negative, enter -0-) 30,173,218
c Adjusted net income (if negative, enter -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.............   728,405 728,405
2 Savings and temporary cash investments......... 9,422,047 10,116,863 10,116,863
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 8,184 52,485 52,485
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 119,165,796 Click to see attachment141,262,394 141,262,394
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 118,930,581 Click to see attachment141,897,360 141,897,360
14 Land, buildings, and equipment: basis bullet18,061
Less: accumulated depreciation (attach schedule) bullet18,061      
15 Other assets (describe bullet) Click to see attachment2,492,916 Click to see attachment676,444 Click to see attachment676,444
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 250,019,524 294,733,951 294,733,951
Liabilities 17 Accounts payable and accrued expenses.......... 217,250 279,283
18 Grants payable................. 1,385,000 4,640,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,241,767 Click to see attachment1,565,630
23 Total liabilities (add lines 17 through 22)......... 2,844,017 6,484,913
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........... 247,175,507 288,249,038
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 247,175,507 288,249,038
30 Total liabilities and net assets/fund balances (see instructions). 250,019,524 294,733,951
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
247,175,507
2
Enter amount from Part I, line 27a .....................
2
16,832,886
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
24,582,631
4
Add lines 1, 2, and 3 ..........................
4
288,591,024
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
341,986
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
288,249,038
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      
b BMO RESPONSIBLE EMERGING MKTS EQ FD P    
c GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. P    
d THRU SCHEDULE K-1'S P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 28,247,368   17,532,304 10,715,064
b 6,844,424   4,633,089 2,211,335
c       7,014,520
d       11,000,425
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,715,064
b       2,211,335
c       7,014,520
d       11,000,425
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 30,941,344
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  
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-) 2 0
3 Add lines 1 and 2........................... 3 419,408
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- ..... 5 419,408
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 287,674
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 270,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 557,674
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 227
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 138,039
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet138,039 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletINTENTIONAL PHILANTHROPY Telephone no.bullet (301) 761-4433

    Located atbullet4801 HAMPDEN LANE NO 106BETHESDAMD ZIP+4bullet208142948
    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)
    Yes
     
    (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
     
    No
    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
    HEIDI ETTINGER DIRECTOR, PRESIDENT
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    BARBARA HUSEBY DIRECTOR, VICE PRESIDENT
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    MATTHEW ETTINGER DIRECTOR, SECRETARY
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    JAMES BOHART JR DIRECTOR, TREASURER
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    JERRY BABICKA DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    LYNN BABICKA DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    CHRISTIAN ETTINGER DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    WENDY ETTINGER DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    BARBARA HAPGOOD DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    MATTHEW HAPGOOD DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    SVEN HUSEBY DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    JOHN POWERS DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    TREVOR RENNER DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    LAUREN ZUSKIN DIRECTOR
    1.00     		0 0 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE SUITE 106
    BETHESDA,MD208142948
    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
    DAVID STOCKS EXECUTIVE DIRECTOR
    40.00     		235,827 30,942 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE S
    BETHESDA,MD208142948
    DAVID MONSMA PROGRAM DIRECTOR
    40.00     		149,573 21,791 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE S
    BETHESDA,MD208142948
    LAURA NIXON SENIOR PROGRAM OFFIC
    40.00     		143,542 26,967 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE S
    BETHESDA,MD208142948
    LUCIEN ROTHENSTEIN PROGRAM OFFICER
    40.00     		125,481 27,787 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE S
    BETHESDA,MD208142948
    LIGIA MARROQUIN ADMINISTRATIVE COORD
    40.00     		67,981 14,905 0
    C/O INTENTIONAL PHILANTHROPY 4801
    HAMPDEN LANE S
    BETHESDA,MD208142948
    Total number of other employees paid over $50,000...................bullet 0
    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
    RBC WEALTH MANAGEMENT INVESTMENT MANAGEMENT AND ADVISORY 463,520
    345 CALIFORNIA STREET 29TH FLOOR
    SAN FRANCISCO,CA90245
    BANK OF AMERICA INVESTMENT MANAGEMENT AND ADVISORY 209,256
    100 NORTH TRYON STREET
    CHARLOTTE,NC28255
    INTENTIONAL PHILANTHROPY LLC FOUNDATION MANAGEMENT 173,133
    4801 HAMPDEN LANE SUITE 106
    BETHESDA,MD20814
    BROWN ADVISORY INC INVESTMENT MANAGEMENT AND ADVISORY 162,546
    12 E 49TH STREET 35TH FLOOR
    NEW YORK,NY10017
    CAMBRIDGE TRUST COMPANY INVESTMENT MANAGEMENT AND ADVISORY 114,300
    1336 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138
    Total number of others receiving over $50,000 for professional services.............bullet4
    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  
    2  
    3  
    4  
    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 PRIME IMPACT - IN SUPPORT OF EARLY-STAGE HARD TECH CLIMATE VENTURES. 166,666
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet166,666
    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
    266,875,919
    b
    Average of monthly cash balances.......................
    1b
    11,035,976
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    277,911,895
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    277,911,895
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    4,168,678
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    273,743,217
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    13,687,161
    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
    13,687,161
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    419,408
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    419,408
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    13,267,753
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    150,000
    5
    Add lines 3 and 4............................
    5
    13,417,753
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    13,417,753
    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 13,417,753
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,087,540
    b From 2017...... 2,224,494
    c From 2018...... 830,522
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 4,142,556
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,864,144
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 9,864,144
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 3,553,609 3,553,609
    (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 5 588,947
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 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 ......     		588,947
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 588,947
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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
    52ND STREET PROJECT
    789 10TH AVENUE
    NEW YORK,NY10019     		N/A PC GENERAL OPERATING SUPPORT 10,000
    A PHILIP RANDOLPH EDUCATIONAL FUND
    815 16TH STREET NW 3RD FLOOR
    WASHINGTON,DC20006     		N/A PC GENERAL OPERATING SUPPORT FOR NORTH CAROLINA 25,000
    ACLU FOUNDATION OF TEXAS
    PO BOX 8306
    HOUSTON,TX77288     		N/A PC REPRODUCTIVE RIGHTS 7,500
    ACTION FOR THE CLIMATE EMERGENCY
    529 MAIN STREET
    CHARLESTOWN,MA02129     		N/A PC GENERAL OPERATING SUPPORT TO MOBILIZE A GENERATION OF YOUNG LEADERS FOR CLIMATE JUSTICE IN NORTH CAROLINA 6,000
    ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM
    209 20TH STREET NORTH
    BIRMINGHAM,AL35203     		N/A PC CONSORTIUM FUNDING 2020 AND 2021 75,000
    ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM
    209 20TH STREET NORTH
    BIRMINGHAM,AL35203     		N/A PC CONSORTIUM PERSONNEL AND POP UP EXHIBITION PLANNING 100,000
    ALABAMA CENTER FOR SUSTAINABLE ENERGY
    PO BOX 1381
    HUNTSVILLE,AL35807     		N/A PC ALABAMA ELECTRIC COOPERATIVE CIVIC ENGAGEMENT FOR SUSTAINABLE ENERGY 75,000
    ALASKA PUBLIC INTEREST RESEARCH GROUP
    PO BOX 201416
    ANCHORAGE,AK99520     		N/A PC ALASKANS FOR FAIR REDISTRICTING 75,000
    ALLIANCE FOR SUSTAINABLE COLORADO
    1536 WYNKOOP STREET SUITE 100
    DENVER,CO80202     		N/A PC GENERAL OPERATING SUPPORT 60,000
    ALLIANCE FOR SUSTAINABLE COLORADO
    1536 WYNKOOP STREET SUITE 100
    DENVER,CO80202     		N/A PC GENERAL OPERATING SUPPORT 34,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET
    NEW YORK,NY10004     		N/A PC ACLU REPRODUCTIVE FREEDOM PROJECT 75,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORIDA
    4343 W FLAGLER STREET
    MIAMI,FL33134     		N/A PC REPRODUCTIVE RIGHTS 7,500
    AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION
    900 S PERRY STREET SUITE B
    MONTGOMERY,AL36104     		N/A PC REPRODUCTIVE RIGHTS 100,000
    AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION
    325 W MAIN STREET SUITE 2210
    LOUISVILLE,KY40202     		N/A PC REPRODUCTIVE FREEDOM PROJECT FIELD ORGANIZER 95,000
    ANIMAL LEGAL DEFENSE FUND
    525 EAST COTATI AVENUE
    COTATI,CA94931     		N/A PC COLORADO FARM ANIMAL CRUELTY EXEMPTION REFORM 40,000
    APPALACHIAN VOICES
    589 WEST KING STREET
    BOONE,NC28607     		N/A PC ACCELERATING LOCAL ENERGY TRANSITION IN APPALACHIA 125,000
    APPALSHOP
    PO BOX 1325
    WHITESBURG,KY41858     		N/A PC APPALSHOP'S NEXT GENERATION OF ARTISTS 75,000
    ARIZONA ADVOCACY FOUNDATION
    221 E INDIANOLA AVENUE ROOM 649
    PHOENIX,AZ85012     		N/A PC ARIZONANS FOR FAIR ELECTIONS LEGAL COMPLIANCE 50,000
    ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION
    PO BOX 2548
    SELMA,AL36702     		N/A PC ARTSREVIVE PROGRAMMING DIRECTOR AND PROGRAM FUNDING 80,000
    ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION
    PO BOX 2548
    SELMA,AL36702     		N/A PC INTERNATIONAL PHOTOGRAPHY FESTIVAL 25,000
    ATHLETE ALLY
    325 W 38TH STREET
    NEW YORK,NY10018     		N/A PC GENERAL OPERATING SUPPORT 20,000
    AUSTIN THEATRE ALLIANCE
    PO BOX 1566
    AUSTIN,TX78767     		N/A PC GENERAL OPERATING SUPPORT 20,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC THE FISHER CENTER FOR PERFORMING ARTS 10,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC THE FISHER CENTER AT BARD: SUPPORT FOR COMMUNION 10,000
    BEREA COLLEGE
    CPO 2122
    BEREA,KY40404     		N/A PC GROW APPALACHIA - GARDEN GRANTS PROGRAM 100,000
    BLUE RIDGE ABORTION FUND
    PO BOX 5082
    CHARLOTTESVILLE,VA22905     		N/A PC ABORTION FUND + CAPACITY-BUILDING 100,000
    BREAKTHROUGH MIAMI
    3250 SW 3RD AVENUE
    MIAMI,FL33129     		N/A PC GENERAL OPERATING SUPPORT 40,000
    CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL
    PO BOX 7158
    AUSTIN,TX78713     		N/A PC EDUCATIONAL MEDIA CENTER PROGRAMMING 40,000
    CAROLINA FEDERATION FUND
    PO BOX 62212
    DURHAM,NC27715     		N/A PC GENERAL OPERATING SUPPORT 25,000
    CDP NORTH AMERICA
    127 W 26TH STREET
    NEW YORK,NY10001     		N/A PC INCREASING UTILITIES DISCLOSURE TO MAXIMIZE CONVERGENCE WITH FINANCIAL SERVICES SECTOR AND SBTS 100,000
    CENTER FOR BIOLOGICAL DIVERSITY
    PO BOX 710
    TUCSON,AZ85702     		N/A PC BLACK BELT CITIZENS FIGHTING FOR HEALTH AND JUSTICE: BUILDING UNIONTOWN'S CREATIVE PLACEMAKING PROGRAM 10,000
    CENTER FOR POLITICAL ACCOUNTABILITY
    1233 20TH STREET NW
    WASHINGTON,DC20036     		N/A PC ADOPTING THE SEC CORPORATE POLITICAL DISCLOSURE RULE 20,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET 22ND FLOOR
    NEW YORK,NY10038     		N/A PC U.S. LEGAL PROGRAM 75,000
    CHACRUNA INSTITUTE FOR PSYCHEDELIC PLANT MEDICINES
    1650 CALIFORNIA STREET
    SAN FRANCISCO,CA94109     		N/A PC SEQUOIA COLLECTIVE, LLC - LOW-COST PSYCHEDELIC ASSISTED THERAPY SERVICES 80,000
    CHICKEN & EGG PICTURES
    55 WASHINGTON AVENUE
    BROOKLYN,NY11201     		N/A PC GENERAL OPERATING SUPPORT 15,000
    CHILDCARE RESOURCES OF INDIAN RIVER
    2300 5TH AVENUE SUITE 149
    VERO BEACH,FL32960     		N/A PC TUITION SUPPORT 10,000
    CITY HARVEST
    6 E 32ND STREET 5TH FLOOR
    NEW YORK,NY10016     		N/A PC GENERAL OPERATING SUPPORT 7,500
    CLEAN ENERGY BUYERS INSTITUTE
    1425 K STREET NW SUITE 1110
    WASHINGTON,DC20005     		N/A PC ADVANCING A NET-ZERO GRID IN THE WEST 175,000
    CLEAN ENERGY WORKS
    1666 CONNECTICUT AVENUE NW
    WASHINGTON,DC20009     		N/A PC RETIRE & REINVEST, WITH GENERAL OPERATING SUPPORT FOR TECHNICAL ASSISTANCE TO THE FIELD 300,000
    CLEAN ENERGY WORKS
    1666 CONNECTICUT AVENUE NW
    WASHINGTON,DC20009     		N/A PC RURAL POWER COALITION 140,000
    CLEVELAND CLINIC FOUNDATION
    1000 37TH PLACE
    VERO BEACH,FL32960     		N/A PC BEHAVIORAL HEALTH TELE-PSYCHIATRY PROGRAM OF THE CLEVELAND CLINIC INDIAN RIVER HOSPITAL 15,000
    CLEVELAND DANCE PROJECT COMPANY
    3534 JUPITER DRIVE
    NORTH ROYALTON,OH44133     		N/A PC GENERAL OPERATING SUPPORT 25,000
    COALFIELD DEVELOPMENT
    2923 PARK AVENUE
    HUNTINGTON,WV25704     		N/A PC MATEWAN PROJECT 100,000
    COALFIELD DEVELOPMENT
    2923 PARK AVENUE
    HUNTINGTON,WV25704     		N/A PC FOOD ACCESS RESOURCES AND EMPLOYMENT EXPANSION 75,000
    COLUMBIA LAND CONSERVANCY
    49 MAIN STREET
    CHATHAM,NY12037     		N/A PC GENERAL OPERATING SUPPORT 10,000
    COMMON CAUSE EDUCATION FUND - NORTH CAROLINA
    2009 FAIRVIEW ROAD
    RALEIGH,NC27628     		N/A PC GENERAL OPERATING SUPPORT 50,000
    COMMUNITY AGRICULTURAL NUTRITIONAL ENTERPRISES
    PO BOX 211
    WHITESBURG,KY41858     		N/A PC GENERAL OPERATING SUPPORT 42,000
    COMMUNITY FARM ALLIANCE
    PO BOX 130
    BEREA,KY40403     		N/A PC KENTUCKY FOOD POLICY NETWORK 60,000
    COMMUNITY FARM ALLIANCE
    PO BOX 130
    BEREA,KY40403     		N/A PC HEALTHY COMMUNITIES INITIATIVE 40,000
    CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
    PO BOX 29361
    SAN FRANCISCO,CA94129     		N/A PC ANNUAL MEMBERSHIP 5,000
    CUSHING ACADEMY TRUSTEES
    39 SCHOOL STREET
    ASHBURNHAM,MA14301     		N/A PC ARTS DEPARTMENT: IN RECOGNITION OF BOB JOHNSON 20,000
    DEMOCRACY NORTH CAROLINA
    3000 AERIAL CENTER PARKWAY
    MORRISVILLE,NC27560     		N/A PC GENERAL OPERATING SUPPORT 50,000
    DEMOCRACY NORTH CAROLINA
    3000 AERIAL CENTER PARKWAY
    MORRISVILLE,NC27560     		N/A PC GENERAL OPERATING SUPPORT 12,000
    ECOAMERICA
    1730 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING SUPPORT 5,000
    ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COUNTY
    2455 ST LUCIE AVENUE
    VERO BEACH,FL32960     		N/A PC EARLY BIRD EDUCATION 15,000
    EDIBLE SCHOOLYARD NEW YORK
    20 JAY STREET
    BROOKLYN,NY11201     		N/A PC GENERAL OPERATING SUPPORT 10,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    4000 WESTCHASE BOULEVARD SUITE 510
    RALEIGH,NC27607     		N/A PC EDF NORTH CAROLINA: MOVING FROM CLIMATE COMMITMENTS TO CLEAN POWER 175,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    4000 WESTCHASE BOULEVARD SUITE 510
    RALEIGH,NC27607     		N/A PC WORK IN SOUTHEAST OFFICE 10,000
    ENVIRONMENTAL LEARNING CENTER
    255 LIVE OAK DRIVE
    VERO BEACH,FL32963     		N/A PC PAVILION MATCH CAMPAIGN 10,000
    FEEDING KENTUCKY
    PO BOX 5522
    FRANKFORT,KY40602     		N/A PC FARMS TO FOOD BANKS DEI OUTREACH AND KY KIDS EAT 120,000
    FILM INDEPENDENT
    5670 WILSHIRE BOULEVARD
    LOS ANGELES,CA90036     		N/A PC THE TUBA THIEVES FEATURE FILM 30,000
    FLORIDA RISING TOGETHER
    10800 BISCAYNE BOULEVARD
    MIAMI,FL33161     		N/A PC GENERAL OPERATING SUPPORT 75,000
    FOOD AND WATER WATCH
    1616 P STREET NW
    WASHINGTON,DC20036     		N/A PC FIGHTING CLIMATE CHANGE IN FLORIDA 10,000
    FOR THE LOVE OF PRIMATES
    41 WENDELL ROAD SW
    REYNOLDSBURG,OH43068     		N/A PC GENERAL OPERATING SUPPORT 25,000
    FRIENDS OF THE CHILDREN AUSTIN
    1023 SPRINGDALE ROAD
    AUSTIN,TX78721     		N/A PC GENERAL OPERATING SUPPORT 40,000
    FRIENDS OF THE MOZARTINA MUSICAL ARTS CONSERVATORY THE
    13 MAIN STREET
    TARRYTOWN,NY10591     		N/A PC GENERAL OPERATING SUPPORT 40,000
    GARRISON INSTITUTE
    14 MARYS WAY ROUTE 9D
    GARRISON,NY10524     		N/A PC GENERAL OPERATING SUPPORT 10,000
    GATEWAY SCHOOL
    255 SWIFT STREET
    SANTA CRUZ,CA95060     		N/A PC SUPPORT OF OUTDOOR CLASSROOMS 10,000
    GLASS HOUSE COLLECTIVE
    PO BOX 5566
    CHATTANOOGA,TN37406     		N/A PC CREATIVE PLACEMAKING ALONG GLASS STREET 140,000
    GLOBAL EMPOWERMENT MISSION
    1850 NW 94TH AVENUE
    DORAL,FL33126     		N/A PC GENERAL OPERATING SUPPORT WITHIN THE UNITED STATES OF AMERICA 40,000
    HARMONY PROJECT HUDSON
    PO BOX 62
    RHINECLIFF,NY12574     		N/A PC GENERAL OPERATING SUPPORT 5,000
    HUDSON VALLEY SHAKESPEARE FESTIVAL
    PO BOX 125
    GARRISON,NY10524     		N/A PC CAPITAL CAMPAIGN 25,000
    INDIAN RIVER LAND TRUST
    80 ROYAL PALM POINTE SUITE 301
    VERO BEACH,FL32960     		N/A PC GENERAL OPERATING SUPPORT 15,000
    INTERFAITH CENTER ON CORPORATE RESPONSIBILITY
    475 RIVERSIDE DRIVE
    NEW YORK,NY10015     		N/A PC PROTECTING SHAREHOLDER RIGHTS 90,000
    JACKSON HEALTH FOUNDATION
    1500 NW 12TH AVENUE SUITE 1117
    MIAMI,FL33136     		N/A PC HOLTZ CHILDREN'S HOSPITAL 40,000
    JANES DUE PROCESS
    PO BOX 685137
    AUSTIN,TX75227     		N/A PC GENERAL OPERATING SUPPORT 10,000
    JTP PROFESSIONAL SERVICE CORPORATION
    2038 FORD PARKWAY
    SAINT PAUL,MN55116     		N/A PC HYBRID TELEHEALTH/MOBILE CLINIC ABORTION CARE SERVICE MODEL 50,000
    JUMPSTART
    6701 CARNEGIE AVENUE SUITE 100
    CLEVELAND,OH44103     		N/A PC GENERAL OPERATING SUPPORT 40,000
    KENTUCKY CENTER FOR ECONOMIC POLICY
    433 CHESTNUT STREET
    BEREA,KY40403     		N/A PC FOOD SECURITY POLICY WORK 40,000
    KENTUCKY CIVIC ENGAGEMENT TABLE
    2508 PORTLAND AVENUE SUITE 14
    LOUISVILLE,KY40212     		N/A PC GENERAL OPERATING SUPPORT 50,000
    KENTUCKY HEALTH JUSTICE NETWORK
    PO BOX 4761
    LOUISVILLE,KY40204     		N/A PC GENERAL OPERATING SUPPORT 100,000
    KENTUCKY HEALTH JUSTICE NETWORK
    PO BOX 4761
    LOUISVILLE,KY40204     		N/A PC GENERAL OPERATING SUPPORT 15,000
    LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
    740 15TH STREET NW SUITE 700
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING SUPPORT 12,000
    LESBIAN AND GAY COMMUNITY SERVICES CENTER
    208 WEST 13TH STREET
    NEW YORK,NY10011     		N/A PC THE DEREK & ROMAINE INTERN PROGRAM 9,000
    MACDOWELL COLONY
    100 HIGH STREET
    PETERBOROUGH,NH03458     		N/A PC GENERAL OPERATING SUPPORT 6,500
    MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY
    820 37TH PLACE
    VERO BEACH,FL32960     		N/A PC GENERAL OPERATING SUPPORT 19,000
    MICHIGAN CIVIC EDUCATION FUND
    28342 DARTMOUTH STREET
    MADISON HEIGHTS,MI48071     		N/A PC VOTING RIGHTS PUBLIC EDUCATION IN MICHIGAN 75,000
    MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT
    433 CHESTNUT STREET
    BEREA,KY40403     		N/A PC GENERAL OPERATING SUPPORT 35,000
    MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT
    433 CHESTNUT STREET
    BEREA,KY40403     		N/A PC GENERAL OPERATING SUPPORT 15,000
    NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS
    1100 H STREET NW
    WASHINGTON,DC20005     		N/A PC BUILDING STATE CHAMPIONS FOR REGIONAL NET ZERO GRID POLICY 150,000
    NATIONAL REDISTRICTING FOUNDATION
    17 E MONROE STREET 214
    CHICAGO,IL60603     		N/A PC REDISTRICTING PUBLIC AWARENESS (GENERAL OPERATING SUPPORT) 50,000
    NATIONAL YOUNG FARMERS COALITION
    PO BOX 1074
    HUDSON,NY12534     		N/A PC GENERAL OPERATING SUPPORT 9,000
    NEO PHILANTHROPY
    45 WEST 36TH STREET
    NEW YORK,NY10018     		N/A PC ALASKA CIVIC ENGAGEMENT STATE TABLE 75,000
    NEO PHILANTHROPY
    45 WEST 36TH STREET
    NEW YORK,NY10018     		N/A PC ALASKA CIVIC ENGAGEMENT STATE TABLE 75,000
    NORTH CAROLINA COASTAL FEDERATION
    3609 NC 24 OCEAN
    NEWPORT,NC28570     		N/A PC GENERAL OPERATING SUPPORT 10,000
    NORTH CAROLINA CONSERVATION NETWORK
    234 FAYETTEVILLE STREET
    RALEIGH,NC27601     		N/A PC GENERAL OPERATING SUPPORT 10,000
    NORTH CAROLINA CONSERVATION NETWORK
    234 FAYETTEVILLE STREET
    RALEIGH,NC27601     		N/A PC GENERAL OPERATING SUPPORT 20,000
    NORTH CAROLINA SUSTAINABLE ENERGY ASSOCIATION
    4800 SIX FORKS ROAD SUITE 300
    RALEIGH,NC27609     		N/A PC GENERAL OPERATING SUPPORT 9,000
    NORTHERN DUTCHESS HOSPITAL
    C/O NORTHERN DUTCHESS HOSPITAL
    FOUNDATION 6511 SPRING BROOK AVENUE
    RHINEBECK,NY12572     		N/A PC CENTER FOR HEALTHY AGING AND EDUCATIONAL SUPPORT 20,000
    NW ENERGY COALITION
    811 FIRST AVENUE
    SEATTLE,WA98104     		N/A PC ADVANCING A NET ZERO GRID IN THE WEST 150,000
    OLANA PARTNERSHIP
    PO BOX 199
    HUDSON,NY12534     		N/A PC GENERAL OPERATING SUPPORT 10,000
    PHILIPSTOWN DEPOT THEATRE
    PO BOX 221
    GARRISON,NY10524     		N/A PC GENERAL OPERATING SUPPORT 5,000
    PIEDMONT WILDLIFE CENTER
    364 LEIGH FARM ROAD
    DURHAM,NC27707     		N/A PC GENERAL OPERATING SUPPORT 5,000
    PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY
    2001 E MADISON STREET
    SEATTLE,WA98122     		N/A PC GENERAL OPERATING SUPPORT FOR KENTUCKY 75,000
    PLANNED PARENTHOOD OF GREATER TEXAS
    201 E BEN WHITE BOULEVARD
    AUSTIN,TX78704     		N/A PC GENERAL OPERATING SUPPORT 20,000
    PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST
    2300 NORTH FLORIDA MANGO ROAD
    WEST PALM BEACH,FL33409     		N/A PC CIVIC ENGAGEMENT AND/OR REPRODUCTIVE HEALTH SERVICES 100,000
    PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST
    2300 NORTH FLORIDA MANGO ROAD
    WEST PALM BEACH,FL33409     		N/A PC GENERAL OPERATING SUPPORT 15,000
    PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST
    2300 NORTH FLORIDA MANGO ROAD
    WEST PALM BEACH,FL33409     		N/A PC ABORTION FUND 20,000
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 S BOYLAN AVENUE
    RALEIGH,NC27603     		N/A PC GENERAL OPERATING SUPPORT 10,000
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 S BOYLAN AVENUE
    RALEIGH,NC27603     		N/A PC SEXUAL HEALTH AND EDUCATION SERVICES 20,000
    POINT SOURCE YOUTH
    215 PARK AVENUE SOUTH
    NEW YORK,NY10003     		N/A PC GENERAL OPERATING SUPPORT 20,000
    PROYECTO FARO
    17 CRICKETOWN ROAD
    STONY POINT,NY10980     		N/A PC GENERAL OPERATING SUPPORT 8,500
    PSYCHEDELIC SCIENCE FUNDERS COLLABORATIVE
    3625 GATEWOOD COURT
    SANTA CRUZ,CA95065     		N/A PC OREGON PSILOCYBIN THERAPY IMPLEMENTATION 40,000
    PUBLIC CITIZEN FOUNDATION
    301 E 11TH STREET SUITE 2
    AUSTIN,TX78701     		N/A PC COOP CIVIC ENGAGEMENT 50,000
    PUBLIC CITIZEN FOUNDATION
    301 E 11TH STREET SUITE 2
    AUSTIN,TX78701     		N/A PC COOP CIVIC ENGAGEMENT 50,000
    RENEWABLE NORTHWEST
    421 SW 6TH AVENUE SUITE 1400
    SEATTLE,WA97204     		N/A PC ADVANCING A NET-ZERO GRID IN THE WEST 100,000
    REPRODUCTIVE HEALTH INVESTORS ALLIANCE
    47 KEARNY STREET
    SAN FRANCISCO,CA94108     		N/A PC CORPORATE ACCOUNTABILITY 125,000
    REPRODUCTIVE HEALTH INVESTORS ALLIANCE
    47 KEARNY STREET
    SAN FRANCISCO,CA94108     		N/A PC COMMUNICATIONS 100,000
    RIFFRAFF ARTS COLLECTIVE
    869 MERCER STREET
    PRINCETON,WV24740     		N/A PC BUILDING CAPACITY FOR TRANSFORMATIONAL ARTS PROGRAMMING IN THE MERCER STREET GRASSROOTS DISTRICT 60,000
    RIVERSIDE THEATRE
    3250 RIVERSIDE PARK DRIVE
    VERO BEACH,FL32963     		N/A PC GENERAL OPERATING SUPPORT 5,000
    RURAL & MIGRANT MINISTRY
    PO BOX 475
    CORNWALL ON HUDSON,NY12520     		N/A PC ADELANTE STUDENT VOICES 8,500
    RURAL ACTION
    9030 HOCKING HILLS DRIVE
    THE PLAIN,OH45780     		N/A PC APPALACHIAN ACCESSIBLE FOOD NETWORK 125,000
    SECU FAMILY HOUSE AT UNC HOSPITALS
    123 OLD MASON FARM ROAD
    CHAPEL HILL,NC27517     		N/A PC GENERAL OPERATING SUPPORT 5,000
    SHANTI ORANGE COUNTY
    23461 S POINTE DRIVE SUITE 100
    LAGUNA HILLS,CA92653     		N/A PC GENERAL OPERATING SUPPORT 25,000
    SOLAR UNITED NEIGHBORS
    1350 CONNECTICUT AVENUE
    WASHINGTON,DC20036     		N/A PC HELPING RURAL ELECTRIC CO-OPS MAKE CLEAN ENERGY TRANSITION 125,000
    SOUTHEAST ENERGY EFFICIENCY ALLIANCE
    100 PEACHTREE STREET NW
    ATLANTA,GA30303     		N/A PC ACHIEVING CLIMATE IMPACT THROUGH HOUSEHOLD ENERGY SECURITY 125,000
    SOUTHERN COALITION FOR SOCIAL JUSTICE
    1415 W NC HIGHWAY 54
    DURHAM,NC27707     		N/A PC GENERAL OPERATING SUPPORT 50,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    120 GARRETT STREET
    CHARLOTTESVILLE,VA22902     		N/A PC GENERAL OPERATING SUPPORT 30,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    120 GARRETT STREET
    CHARLOTTESVILLE,VA22902     		N/A PC NC CLEAN POWER RULEMAKING 150,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    120 GARRETT STREET
    CHARLOTTESVILLE,VA22902     		N/A PC LEADERSHIP AND ADVOCACY FOR NORTH CAROLINA 25,000
    ST PAUL & RAMSEY COUNTY DOMESTIC ABUSE INTERVENTION PROJECT
    394 DAYTON AVENUE
    SAINT PAUL,MN55104     		N/A PC GENERAL OPERATING SUPPORT 14,000
    ST STEPHEN'S EPISCOPAL SCHOOL
    6500 ST STEPHENS DRIVE
    AUSTIN,TX78727     		N/A PC EMERGING SCHOLARS PROGRAM 15,000
    STATE INNOVATION EXCHANGE
    PO BOX 260230
    MADISON,WI53726     		N/A PC SIX REPRO GENERAL OPERATING SUPPORT 75,000
    STORM KING ART CENTER
    1 MUSEUM ROAD
    NEW WINDSOR,NY12553     		N/A PC GENERAL OPERATING SUPPORT 10,000
    STORM KING ART CENTER
    1 MUSEUM ROAD
    NEW WINDSOR,NY12553     		N/A PC CAPITAL CAMPAIGN 20,000
    STUDENT ORGANIZING
    294 WASHINGTON STREET
    BOSTON,MA02108     		N/A PC FLORIDA PIRG ORGANIZING PROJECT 10,000
    SUSTAINABLE FOOD CENTER
    2921 E 17TH STREET BUILDING C
    AUSTIN,TX78702     		N/A PC GENERAL OPERATING SUPPORT 14,000
    THE HOPEWELL FUND
    1828 L STREET NW
    WASHINGTON,DC20036     		N/A PC ONE WEST VIRGINIA'S SUSTAINABLE COMMUNITIES PROJECT 125,000
    THE HOPEWELL FUND
    1828 L STREET NW
    WASHINGTON,DC20036     		N/A PC ONE WEST VIRGINIA 25,000
    THE HOPEWELL FUND
    1828 L STREET NW
    WASHINGTON,DC20036     		N/A PC RESOURCES FOR ABORTION DELIVERY (RAD) 75,000
    THE HOPEWELL FUND
    1828 L STREET NW
    WASHINGTON,DC20036     		N/A PC SOCIAL AND ECONOMIC STRATEGIES CENTER 75,000
    THE NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY
    1776 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		N/A PC PROJECT OPPORTUNITY: IMPROVING REPRODUCTIVE HEALTH IN EASTERN KENTUCKY 200,000
    THE PUTNEY SCHOOL
    418 HOUGHTON BROOK ROAD
    PUTNEY,VT05346     		N/A PC CHALLENGE TO ANNUAL GIVING 10,000
    THIRTY PERCENT COALITION
    9235 RED WASH DRIVE
    FT WASHINGTON,PA84035     		N/A PC GENERAL OPERATING SUPPORT 15,000
    THOMAS COLE HISTORIC HOUSE
    218 SPRING STREET
    CATSKILL,NY12414     		N/A PC GENERAL OPERATING SUPPORT 10,000
    THOMAS COLE HISTORIC HOUSE
    218 SPRING STREET
    CATSKILL,NY12414     		N/A PC GENERAL OPERATING SUPPORT 20,000
    TIDES FOUNDATION
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		N/A PC DEPLOYMENT GAP MODEL PROJECT--DEPLOYING LOCAL CLEAN ENERGY 75,000
    TIDES FOUNDATION
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		N/A PC FLORIDA RIGHTS RESTORATION COALITION - GENERAL OPERATING SUPPORT 75,000
    TIDES FOUNDATION
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		N/A PC RISING VOICES FUND 100,000
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE
    CAMBRIDGE,MA02138     		N/A PC SCIENCE FOR A HEALTHY DEMOCRACY 10,000
    UNITED AGAINST POVERTY INDIAN RIVER COUNTY
    2050 40TH AVENUE
    VERO BEACH,FL34947     		N/A PC GENERAL OPERATING SUPPORT 20,000
    UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL DBA PLAYMAKERS REPERTORY COMPAN
    CB 3235
    CHAPEL HILL,NC27599     		N/A PC PLAYMAKERS REPERTORY COMPANY 5,000
    UNIVERSITY OF TEXAS AT AUSTIN
    204 E DEAN KEETON STREET
    AUSTIN,TX78712     		N/A PC GEOTHERMAL ENERGY OPPORTUNITY IN TEXAS 45,000
    UPSTATE FILMS LIMITED
    6415 MONTGOMERY STREET
    RHINEBECK,NY12572     		N/A PC UPSTATE FILMS FORWARD: FILMS FOR POST-PANDEMIC HEALING 30,000
    UPSTATE FILMS LIMITED
    6415 MONTGOMERY STREET
    RHINEBECK,NY12572     		N/A PC GENERAL OPERATING SUPPORT 14,000
    UPSTATE FILMS LIMITED
    6415 MONTGOMERY STREET
    RHINEBECK,NY12572     		N/A PC GENERAL OPERATING SUPPORT 20,000
    VETERANS OF WAR
    7389 ROXBURY AVENUE
    MANASSAS,VA20109     		N/A PC GENERAL OPERATING SUPPORT 40,000
    VOTO LATINO FOUNDATION
    1701 RHODE ISLAND AVENUE
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATING SUPPORT 12,000
    WEST VIRGINIA FREE
    PO BOX 11042
    CHARLESTON,WV25339     		N/A PC GENERAL OPERATING SUPPORT 75,000
    WESTERN RESOURCE ADVOCATES
    2260 BASELINE ROAD SUITE 200
    BOULDER,CO80302     		N/A PC NET-ZERO GRID - GHG ACCOUNTING 75,000
    WOMEN HAVE OPTIONS
    PO BOX 1611
    COLUMBUS,OH43216     		N/A PC ABORTION SUPPORT PROGRAM 25,000
    WOMEN MAKE MOVIES
    115 WEST 29TH STREET
    NEW YORK,NY10001     		N/A PC DIS-EASE FILM 15,000
    WOMEN'S HEALTH CENTER OF WEST VIRGINIA
    PO BOX 20580
    CHARLESTON,WV25362     		N/A PC GENERAL OPERATING SUPPORT 75,000
    WORLD RESOURCES INSTITUTE
    10 G STREET NE
    WASHINGTON,DC20002     		N/A PC ADVANCING NET-ZERO GRIDS AND IMPROVED MARKET DESIGNS 100,000
    WORMFARM INSTITUTE
    28 E MAIN STREET
    REEDSBURG,WI53959     		N/A PC GENERAL OPERATING SUPPORT 75,000
    YALE UNIVERSITY FBO YALE SCHOOL OF DRAMA
    222 YORK STREET
    NEW HAVEN,CT06520     		N/A PC THE MING CHO LEE SCHOLARSHIP 10,000
    YOU CAN VOTE
    2726 CROASDAILE DRIVE
    DURHAM,NC27705     		N/A PC GENERAL OPERATING SUPPORT 45,000
    YOU CAN VOTE
    2726 CROASDAILE DRIVE
    DURHAM,NC27705     		N/A PC GENERAL OPERATING SUPPORT 6,000
    Total .................................bullet 3a 8,103,000
    bApproved for future payment
    A PHILIP RANDOLPH EDUCATIONAL FUND
    815 16TH STREET NW 3RD FLOOR
    WASHINGTON,DC20006     		N/A PC GENERAL OPERATING SUPPORT FOR NORTH CAROLINA 25,000
    ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM
    209 20TH STREET NORTH
    BIRMINGHAM,AL35203     		N/A PC OPERATING SUPPORT FOR HISTORIC CIVIL RIGHTS SITES 100,000
    ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM
    209 20TH STREET NORTH
    BIRMINGHAM,AL35203     		N/A PC OPERATING SUPPORT FOR HISTORIC CIVIL RIGHTS SITES 100,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET
    NEW YORK,NY10004     		N/A PC ACLU REPRODUCTIVE FREEDOM PROJECT 75,000
    AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION
    900 S PERRY STREET SUITE B
    MONTGOMERY,AL36104     		N/A PC REPRODUCTIVE RIGHTS AND JUSTICE 100,000
    AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION
    900 S PERRY STREET SUITE B
    MONTGOMERY,AL36104     		N/A PC REPRODUCTIVE RIGHTS AND JUSTICE 100,000
    AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION
    325 W MAIN STREET SUITE 2210
    LOUISVILLE,KY40202     		N/A PC REPRODUCTIVE FREEDOM PROJECT FIELD ORGANIZER 95,000
    APPALACHIAN VOICES
    589 WEST KING STREET
    BOONE,NC28607     		N/A PC ACCELERATING LOCAL ENERGY TRANSITION IN APPALACHIA 125,000
    ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION
    PO BOX 2548
    SELMA,AL36702     		N/A PC ARTSREVIVE PROGRAMMING DIRECTOR AND PROGRAM FUNDING 80,000
    BLUE RIDGE ABORTION FUND
    PO BOX 5082
    CHARLOTTESVILLE,VA22905     		N/A PC GENERAL OPERATING SUPPORT 75,000
    BLUE RIDGE ABORTION FUND
    PO BOX 5082
    CHARLOTTESVILLE,VA22905     		N/A PC GENERAL OPERATING SUPPORT 75,000
    CAROLINA FEDERATION FUND
    PO BOX 62212
    DURHAM,NC27715     		N/A PC GENERAL OPERATING SUPPORT 25,000
    CDP NORTH AMERICA
    127 W 26TH STREET
    NEW YORK,NY10001     		N/A PC INCREASING UTILITIES DISCLOSURE TO MAXIMIZE CONVERGENCE WITH FINANCIAL SERVICES SECTOR AND SBTS 100,000
    CENTER FOR REPRODUCTIVE RIGHTS
    199 WATER STREET 22ND FLOOR
    NEW YORK,NY10038     		N/A PC U.S. LEGAL PROGRAM 75,000
    CLEAN ENERGY BUYERS INSTITUTE
    1425 K STREET NW SUITE 1110
    WASHINGTON,DC20005     		N/A PC ADVANCING A NET-ZERO GRID IN THE WEST 175,000
    CLEAN ENERGY WORKS
    1666 CONNECTICUT AVENUE NW
    WASHINGTON,DC20009     		N/A PC RETIRE & REINVEST, WITH GENERAL OPERATING SUPPORT FOR TECHNICAL ASSISTANCE TO THE FIELD 300,000
    COALFIELD DEVELOPMENT
    2923 PARK AVENUE
    HUNTINGTON,WV25704     		N/A PC MATEWAN PROJECT 100,000
    COMMON CAUSE EDUCATION FUND - NORTH CAROLINA
    2009 FAIRVIEW ROAD
    RALEIGH,NC27628     		N/A PC GENERAL OPERATING SUPPORT 50,000
    DEMOCRACY NORTH CAROLINA
    3000 AERIAL CENTER PARKWAY
    MORRISVILLE,NC27560     		N/A PC GENERAL OPERATING SUPPORT 50,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    4000 WESTCHASE BOULEVARD SUITE 510
    RALEIGH,NC27607     		N/A PC EDF NORTH CAROLINA: MOVING FROM CLIMATE COMMITMENTS TO CLEAN POWER 175,000
    FLORIDA RISING TOGETHER
    10800 BISCAYNE BOULEVARD
    MIAMI,FL33161     		N/A PC GENERAL OPERATING SUPPORT 50,000
    INTERFAITH CENTER ON CORPORATE RESPONSIBILITY
    475 RIVERSIDE DRIVE
    NEW YORK,NY10015     		N/A PC NET ZERO BANKING 100,000
    INTERFAITH CENTER ON CORPORATE RESPONSIBILITY
    475 RIVERSIDE DRIVE
    NEW YORK,NY10015     		N/A PC NET ZERO BANKING 100,000
    KENTUCKY HEALTH JUSTICE NETWORK
    PO BOX 4761
    LOUISVILLE,KY40204     		N/A PC ABORTION ACCESS AND PREGNANCY PREVENTION 100,000
    KENTUCKY HEALTH JUSTICE NETWORK
    PO BOX 4761
    LOUISVILLE,KY40204     		N/A PC ABORTION ACCESS AND PREGNANCY PREVENTION 100,000
    NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS
    1100 H STREET NW
    WASHINGTON,DC20005     		N/A PC BUILDING STATE CHAMPIONS FOR REGIONAL NET ZERO GRID POLICY 150,000
    NW ENERGY COALITION
    811 FIRST AVENUE
    SEATTLE,WA98104     		N/A PC ADVANCING A NET ZERO GRID IN THE WEST 150,000
    PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY
    2001 E MADISON STREET
    SEATTLE,WA98122     		N/A PC GENERAL OPERATING SUPPORT FOR KENTUCKY 75,000
    PROGRESSNOW COLORADO EDUCATION
    1536 WYNKOOP STREET SUITE 224
    DENVER,CO80202     		N/A PC RURAL ELECTRIC COOPERATIVE ELECTIONS TOOLKIT 135,000
    PROGRESSNOW COLORADO EDUCATION
    1536 WYNKOOP STREET SUITE 224
    DENVER,CO80202     		N/A PC RURAL ELECTRIC COOPERATIVE ELECTIONS TOOLKIT 135,000
    PUBLIC CITIZEN FOUNDATION
    301 E 11TH STREET SUITE 2
    AUSTIN,TX78701     		N/A PC COOP CIVIC ENGAGEMENT 50,000
    RENEWABLE NORTHWEST
    421 SW 6TH AVENUE SUITE 1400
    SEATTLE,WA97204     		N/A PC ADVANCING A NET-ZERO GRID IN THE WEST 100,000
    SOLAR UNITED NEIGHBORS
    1350 CONNECTICUT AVENUE
    WASHINGTON,DC20036     		N/A PC HELPING RURAL ELECTRIC CO-OPS MAKE CLEAN ENERGY TRANSITION 125,000
    SOUTHERN COALITION FOR SOCIAL JUSTICE
    1415 W NC HIGHWAY 54
    DURHAM,NC27707     		N/A PC GENERAL OPERATING SUPPORT 50,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    120 GARRETT STREET
    CHARLOTTESVILLE,VA22902     		N/A PC NC CLEAN POWER RULEMAKING 150,000
    STATE INNOVATION EXCHANGE
    PO BOX 260230
    MADISON,WI53726     		N/A PC SIX REPRO GENERAL OPERATING SUPPORT 75,000
    THE HOPEWELL FUND
    1828 L STREET NW
    WASHINGTON,DC20036     		N/A PC RESOURCES FOR ABORTION DELIVERY (RAD) 75,000
    THE HOPEWELL FUND
    1828 L STREET NW
    WASHINGTON,DC20036     		N/A PC SOCIAL AND ECONOMIC STRATEGIES CENTER 75,000
    THE HOPEWELL FUND
    1828 L STREET NW
    WASHINGTON,DC20036     		N/A PC ONE WEST VIRGINIA 25,000
    THE NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY
    1776 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		N/A PC PROJECT OPPORTUNITY: IMPROVING REPRODUCTIVE HEALTH IN EASTERN KENTUCKY (A.K.A. ALL ACCESS EKY) 200,000
    TIDES FOUNDATION
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		N/A PC FLORIDA RIGHTS RESTORATION COALITION - GENERAL OPERATING SUPPORT 75,000
    TIDES FOUNDATION
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		N/A PC FLORIDA RIGHTS RESTORATION COALITION - GENERAL OPERATING SUPPORT 75,000
    WEST VIRGINIA FREE
    PO BOX 11042
    CHARLESTON,WV25339     		N/A PC GENERAL OPERATING SUPPORT 75,000
    WESTERN RESOURCE ADVOCATES
    2260 BASELINE ROAD SUITE 200
    BOULDER,CO80302     		N/A PC NET-ZERO GRID - GHG ACCOUNTING 75,000
    WOMEN HAVE OPTIONS
    PO BOX 1611
    COLUMBUS,OH43216     		N/A PC ABORTION SUPPORT PROGRAM 25,000
    WOMEN'S HEALTH CENTER OF WEST VIRGINIA
    PO BOX 20580
    CHARLESTON,WV25362     		N/A PC GENERAL OPERATING SUPPORT 75,000
    WORLD RESOURCES INSTITUTE
    10 G STREET NE
    WASHINGTON,DC20002     		N/A PC ADVANCING NET-ZERO GRIDS AND IMPROVED MARKET DESIGNS 100,000
    WORMFARM INSTITUTE
    28 EAST MAIN STREET
    REEDSBURG,WI53959     		N/A PC GENERAL OPERATING SUPPORT 75,000
    YOU CAN VOTE
    2726 CROASDAILE DRIVE
    DURHAM,NC27705     		N/A PC GENERAL OPERATING SUPPORT 45,000
    Total .................................bullet 3b 4,640,000
    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 3,469  
    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 ............     		    14 30,941,344  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER LOSS THRU SCHEDULE K-1'S     		    01 -231,327  
    bGRANT REFUNDS     01 150,000  
    cOTHER MISCELLANEOUS INCOME     01 2,921  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 478 32,811,918 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    32,812,396
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL STATEMENT AUDIT 23,250 0   0
    TAX RETURN PREPARATION 12,000 0   10,000

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD (ABB) 11,116.000 SHARES 424,298 424,298
    ACCENTURE PLC (ACN) 1,844.000 SHARES 764,430 764,430
    ACI WORLDWIDE INC (ACIW) 13,616.000 SHARES 472,475 472,475
    ADOBE SYSTEMS INC (ADBE) 1,802.000 SHARES 1,021,842 1,021,842
    ADYEN N V (ADYEY) 25,885.000 SHARES 680,439 680,439
    AGILENT TECHNOLOGIES INC (A) 2,825.000 SHARES 451,011 451,011
    AIA GROUP LTD (AAGIY) 14,582.000 SHARES 588,048 588,048
    AIR LIQUIDE (AIQUY) 6,631.000 SHARES 231,230 231,230
    AIR LIQUIDE SA (AI.FP) 1,757.000 SHARESS 306,343 306,343
    AIRBNB, INC. (ABNB) 3,745.000 SHARES 623,505 623,505
    AIRPORTS OF THAILAND PUBLIC COMPANY LTD. (AOT/F.TB) 110,100.000 SHARES 201,322 201,322
    AKAMAI TECHNOLOGIES INC (AKAM) 2,480.000 SHARES 290,259 290,259
    ALCON INC (ALC) 3,645.000 SHARES 317,552 317,552
    ALFA LAVAL AB (ALFVY) 8,424.000 SHARES 339,049 339,049
    ALIBABA GROUP HOLDING LTD (BABA) 62.000 SHARES 7,365 7,365
    ALIBABA GROUP HOLDING LTD. (BABA) 2,376.000 SHARES 282,245 282,245
    ALIBABA GROUP HOLDING LTD. (BABA) 3,518.000 SHARES 417,903 417,903
    ALIGN TECHNOLOGY INC (ALGN) 1,986.000 SHARES 1,305,159 1,305,159
    ALLIANZ SE (ALIZY) 27,644.000 SHARES 652,785 652,785
    ALPHABET, INC. (GOOG) 563.000 SHARES 1,629,091 1,629,091
    ALPHABET, INC. (GOOG) 750.000 SHARES 2,170,193 2,170,193
    ALPHABET, INC. (GOOGL) 424.000 SHARES 1,228,345 1,228,345
    AMAZON.COM INC (AMZN) 336.000 SHARES 1,120,338 1,120,338
    AMAZON.COM INC (AMZN) 615.000 SHARES 2,050,619 2,050,619
    AMBEV S A (ABEV) 73,801.000 SHARES 206,643 206,643
    AMDOCS LTD ORD (DOX) 1,745.000 SHARES 130,596 130,596
    AMERICAN FINL GROUP INC OHIO (AFG) 1,455.000 SHARES 199,801 199,801
    AMERIPRISE FINANCIAL INC (AMP) 4,213.000 SHARES 1,270,894 1,270,894
    ANALOG DEVICES INC (ADI) 3,490.000 SHARES 613,437 613,437
    ANALOG DEVICES INC (ADI) 7,318.000 SHARES 1,286,285 1,286,285
    APPLE INC (AAPL) 10,353.000 SHARES 1,838,382 1,838,382
    APPLIED INDL TECHNOLOGIES INC (AIT) 2,520.000 SHARES 258,804 258,804
    APTARGROUP INC (ATR) 1,555.000 SHARES 190,456 190,456
    ARCHAEA ENERGY INC (LFG) 4,053.000 SHARES 74,820 74,820
    ASHTEAD GROUP PLC (AHT.LN) 4,340.000 SHARES 349,289 349,289
    ASPEN TECHNOLOGY INC (AZPN) 2,390.000 SHARES 363,758 363,758
    ATKORE INTERNATIONAL GROUP INC. (ATKR) 1,014.000 SHARES 112,747 112,747
    ATLAS COPCO AB (ATLKY) 11,551.000 SHARES 798,405 798,405
    AUTODESK INC (ADSK) 3,145.000 SHARES 884,343 884,343
    AVERY DENNISON CORP (AVY) 935.000 SHARES 202,493 202,493
    BANCO BILBAO VIZCAYA (BBVA) 48,475.000 SHARES 284,548 284,548
    BED BATH & BEYOND INC (BBBY) 19,682.000 SHARES 286,964 286,964
    BERKSHIRE HATHAWAY INC DEL CL B (BRK.B) 4,989.000 SHARES 1,491,711 1,491,711
    BGC PARTNERS INC (BGCP) 55,224.000 SHARES 256,792 256,792
    BLACKROCK INC (BLK) 1,009.000 SHARES 923,800 923,800
    BLACKSTONE GROUP INC (BX) 4,985.000 SHARES 645,009 645,009
    BOOKING HOLDINGS INC. (BKNG) 209.000 SHARES 501,439 501,439
    BOOKING HOLDINGS INC. (BKNG) 451.000 SHARES 1,082,053 1,082,053
    BRIGHT HORIZONS FAMILY SOLUTIONS (BFAM) 3,736.000 SHARES 470,288 470,288
    BROADRIDGE FINANCIAL SOLUTIONS INC (BR) 975.000 SHARES 178,250 178,250
    BROWN & BROWN INC (BRO) 2,735.000 SHARES 192,216 192,216
    C H ROBINSON WORLDWIDE INC (CHRW) 1,570.000 SHARES 168,979 168,979
    CANADIAN NATIONAL RAILWAY COMPANY (CNI) 2,278.000 SHARES 279,875 279,875
    CANADIAN NATIONAL RAILWAY COMPANY (CNI) 3,465.000 SHARES 425,710 425,710
    CAPITALAND MALL TRUST (CICT.SP) 151,300.000 SHARES 228,935 228,935
    CARMAX INC (KMX) 8,501.000 SHARES 1,107,085 1,107,085
    CARRIER GLOBAL CORPORATION (CARR) 14,841.000 SHARES 804,976 804,976
    CARTER'S INC (CRI) 1,670.000 SHARES 169,037 169,037
    CAVCO INDUSTRIES INC (CVCO) 550.000 SHARES 174,708 174,708
    CBIZ INC (CBZ) 15,709.000 SHARES 614,536 614,536
    CBOE HOLDINGS INC (CBOE) 1,320.000 SHARES 172,128 172,128
    CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) 3,875.000 SHARES 451,670 451,670
    CHEMED CORP NEW (CHE) 635.000 SHARES 335,940 335,940
    CHOICE HOTELS INTL INC (CHH) 1,710.000 SHARES 266,743 266,743
    CHUGAI PHARMACEUTICAL LTD (CHGCY) 16,768.000 SHARES 271,927 271,927
    CIRCOR INTL INC (CIR) 9,566.000 SHARES 260,004 260,004
    CIT GROUP INC (CIT) 6,517.000 SHARES 334,583 334,583
    CITRIX SYS INC (CTXS) 1,845.000 SHARES 174,519 174,519
    CME GROUP INC (CME) 5,722.000 SHARES 1,307,248 1,307,248
    COGNYTE SOFTWARE LTD (CGNT) 5,769.000 SHARES 90,400 90,400
    COHEN & STEERS INC (CNS) 1,715.000 SHARES 158,655 158,655
    COLFAX CORPORATION (CFX) 12,845.000 SHARES 590,485 590,485
    COLUMBIA BKG SYS INC (COLB) 10,841.000 SHARES 354,718 354,718
    COLUMBIA SPORTSWEAR CO (COLM) 1,720.000 SHARES 167,597 167,597
    COMMUNITY HEALTHCARE TRUST INC (CHCT) 6,137.000 SHARES 290,096 290,096
    COMPAGNIE DE SAINT-GOBAIN (SGO.FP) 7,087.000 SHARES 498,631 498,631
    CONTINENTAL AG (CON.GR) 2,621.000 SHARES 276,523 276,523
    COOPER COS INC (COO) 552.000 SHARES 231,255 231,255
    COOPER COS INC (COO) 63.000 SHARES 26,393 26,393
    CROWN CASTLE INTL CORP NEW (CCI) 2,021.000 SHARES 421,864 421,864
    CROWN CASTLE INTL CORP NEW (CCI) 2,985.000 SHARES 623,089 623,089
    CSPC PHARMACEUTICALS GROUP LTD (CSPCY) 64,685.000 SHARES 281,121 281,121
    CUBESMART (CUBE) 3,135.000 SHARES 178,413 178,413
    DASSAULT SYSTEMS S A (DASTY) 10,176.000 SHARES 605,340 605,340
    DBS GROUP HOLDINGS LTD (DBSDY) 6,472.000 SHARES 627,156 627,156
    DENSO CORPORATION Y50 (6902.JP) 4,200.000 SHARES 347,547 347,547
    DEUTSCHE POST AG (DPWD.IX) 10,441.000 SHARES 668,908 668,908
    DEXCOM INC. (DXCM) 1,614.000 SHARES 866,637 866,637
    DIAGEO PLC (DEO) 1,985.000 SHARES 436,978 436,978
    DOCUSIGN, INC (DOCU) 2,566.000 SHARES 390,827 390,827
    DOLBY LABORATORIES INC CL-A (DLB) 955.000 SHARES 90,935 90,935
    DONALDSON CO INC (DCI) 4,060.000 SHARES 240,596 240,596
    DORMAN PRODUCTS, INC. (DORM) 1,585.000 SHARES 179,121 179,121
    EAST WEST BANCORP INC (EWBC) 2,850.000 SHARES 224,238 224,238
    EDWARDS LIFESCIENCES CORP (EW) 11,591.000 SHARES 1,501,614 1,501,614
    EPIROC AKTIEBOLAG (EPIAS.S4) 14,032.000 SHARES 355,494 355,494
    EPIROC AKTIEBOLAG (EPOKY) 16,361.000 SHARES 414,179 414,179
    ESCO TECHNOLOGIES INC (ESE) 1,735.000 SHARES 156,133 156,133
    ESTEE LAUDER COMPANIES CLASS A (EL) 3,712.000 SHARES 1,374,182 1,374,182
    EVERI HOLDINGS INC. (EVRI) 4,446.000 SHARES 94,922 94,922
    EXPEDITORS INTL WASH INC (EXPD) 2,240.000 SHARES 300,810 300,810
    F B FINANCIAL CORP (FBK) 10,693.000 SHARES 468,567 468,567
    F5 NETWORKS INC (FFIV) 970.000 SHARES 237,369 237,369
    FACEBOOK INC. (FB) 3,902.000 SHARES 1,312,438 1,312,438
    FACEBOOK INC. (FB) 4,205.000 SHARES 1,414,352 1,414,352
    FACTSET RESEARCH SYSTEMS INC (FDS) 590.000 SHARES 286,746 286,746
    FANUC CORPORATION (FANUY) 8,848.000 SHARES 187,330 187,330
    FIRST CTZNS BANCSHARES INC N C CL A (FCNCA) 412.000 SHARES 341,894 341,894
    FIRST MERCHANTS CORP (FRME) 12,667.000 SHARES 530,621 530,621
    FIRST REPUBLIC BANK (FRC) 5,420.000 SHARES 1,119,284 1,119,284
    FLOWERS FOOD INC (FLO) 6,100.000 SHARES 167,567 167,567
    FOMENTO ECONOMICO MEXICANO SAB DE CV (FMX) 4,599.000 SHARES 357,388 357,388
    FORWARD AIR CORP (FWRD) 3,781.000 SHARES 457,841 457,841
    FRANKLIN ELECTRIC INC (FELE) 1,605.000 SHARES 151,769 151,769
    FUCHS PETROLUB SE (FUPBY) 10,762.000 SHARES 122,138 122,138
    FULLER H B CO (FUL) 4,230.000 SHARES 342,630 342,630
    HAEMONETICS CORP MASS (HAE) 1,422.000 SHARES 75,423 75,423
    HAIER SMART HOME CO LTD (HSHCY) 12,676.000 SHARES 214,300 214,300
    HDFC BK LTD (HDB) 3,129.000 SHARES 203,604 203,604
    HEIDELBERGCEMENT AG (HEIDIX) 4,211.000 SHARES 283,999 283,999
    HENRY (JACK) & ASSOCIATES INC (JKHY) 1,025.000 SHARES 171,165 171,165
    HOSTESS BRANDS INC (TWNK) 6,078.000 SHARES 124,113 124,113
    HOWARD HUGHES CORPORATION (HHC) 3,036.000 SHARES 309,004 309,004
    HUBBELL INC COM (HUBB) 1,450.000 SHARES 301,992 301,992
    ICICI BANK LTD (IBN) 18,070.000 SHARES 357,605 357,605
    ICICI BK LTD (IBN) 24,792.000 SHARES 490,634 490,634
    ILLUMINA INC (ILMN) 2,273.000 SHARES 864,740 864,740
    INFINEON TECHNOLOGIES AG (IFNNY) 14,090.000 SHARES 653,100 653,100
    INSULET CORPORATION (PODD) 2,380.000 SHARES 633,247 633,247
    INTACT FINANCIAL CORPORATION (IFC.CN) 2,787.000 SHARES 362,774 362,774
    INTERPUBLIC GROUP COS INC (IPG) 6,510.000 SHARES 243,800 243,800
    INTUIT (INTU) 1,255.000 SHARES 807,241 807,241
    IPG PHOTONICS CORPORATION (IPGP) 685.000 SHARES 117,916 117,916
    ITAU UNIBANCO BANCO HOLDING (ITUB) 49,117.000 SHARES 184,189 184,189
    J 2 GLOBAL, INC. (ZD) 4,829.000 SHARES 535,343 535,343
    JACOBS ENGR GROUP INC (J) 6,864.000 SHARES 955,675 955,675
    JONES LANG LASALLE INC (JLL) 1,140.000 SHARES 307,048 307,048
    JP MORGAN CHASE & CO (JPM) 151.000 SHARES 23,911 23,911
    JP MORGAN CHASE & CO (JPM) 6,880.000 SHARES 1,089,448 1,089,448
    KAMAN CORP (KAMN) 4,980.000 SHARES 214,887 214,887
    KAR AUCTION SERVICES INC (KAR) 21,655.000 SHARES 338,251 338,251
    KEYSIGHT TECHNOLOGIES, INC. (KEYS) 8,376.000 SHARES 1,729,728 1,729,728
    KKR & CO INC (KKR) 13,396.000 SHARES 998,002 998,002
    KOMATSU LTD (KMTUY) 10,787.000 SHARES 252,308 252,308
    KT CORP (KT) 24,024.000 SHARES 301,982 301,982
    KUBOTA CORPORATION (6326.JP) 11,600.000 SHARES 257,224 257,224
    KUBOTA CORPORATION (KUBTY) 3,222.000 SHARES 357,230 357,230
    L OREAL CO (LRLCY) 8,209.000 SHARES 778,468 778,468
    LAMAR ADVERTISING COMPANY (LAMR) 1,870.000 SHARES 226,831 226,831
    LAMB WESTON HOLDINGS, INC. (LW) 1,595.000 SHARES 101,091 101,091
    LIGAND PHARMACEUTICALS (LGND) 587.000 SHARES 90,668 90,668
    LILLY ELI & CO (LLY) 2,705.000 SHARES 747,175 747,175
    LINCOLN ELEC HLDGS INC (LECO) 1,535.000 SHARES 214,086 214,086
    LITHIA MTRS INC (LAD) 1,283.000 SHARES 380,987 380,987
    LONZA GROUP AG ZUERICH (LZAGY) 5,966.000 SHARES 498,680 498,680
    LOWE'S COMPANIES INC (LOW) 102.000 SHARES 26,365 26,365
    LOWE'S COMPANIES INC (LOW) 4,963.000 SHARES 1,282,836 1,282,836
    LULULEMON ATHLETICA INC (LULU) 1,335.000 SHARES 522,586 522,586
    M & T BK CORP (MTB) 1,540.000 SHARES 236,513 236,513
    M G M MIRAGE (MGM) 22,486.000 SHARES 1,009,172 1,009,172
    MANHATTAN ASSOCS INC (MANH) 1,390.000 SHARES 216,131 216,131
    MASCO CORP (MAS) 3,440.000 SHARES 241,557 241,557
    MASTERCARD INC (MA) 5,048.000 SHARES 1,813,847 1,813,847
    MATCH GROUP INC (MTCH) 8,849.000 SHARES 1,170,280 1,170,280
    MEDICAL PROPERTIES TRUST INC (MPW) 10,465.000 SHARES 247,288 247,288
    MEDPACE HOLDINGS, INC. (MEDP) 1,840.000 SHARES 400,458 400,458
    MERCK & CO INC (MRK) 315.000 SHARES 24,142 24,142
    MERCK & CO INC (MRK) 5,216.000 SHARES 399,754 399,754
    MICROSOFT CORPORATION (MSFT) 6,585.000 SHARES 2,214,667 2,214,667
    MICROSOFT CORPORATION (MSFT) 8,856.000 SHARES 2,978,450 2,978,450
    MIDDLEBY CORP (MIDD) 930.000 SHARES 182,987 182,987
    MODIVCARE INC (MODV) 2,555.000 SHARES 378,881 378,881
    NETAPP INC (NTAP) 2,390.000 SHARES 219,856 219,856
    NEWMARK GROUP INC CL A (NMRK) 23,394.000 SHARES 437,468 437,468
    NEXSTAR BROADCASTING GROUP INC (NXST) 3,705.000 SHARES 559,381 559,381
    NIKE INC CLASS B STOCK (NKE) 6,549.000 SHARES 1,091,522 1,091,522
    NINTENDO CO (7974.JP) 800.000 SHARES 372,715 372,715
    NITORI HOLDINGS CO LTD (NCLTY) 14,462.000SHARES 216,323 216,323
    NOMAD FOODS LTD. (NOMD) 26,952.000 SHARES 684,311 684,311
    NORDSON CORP (NDSN) 735.000 SHARES 187,623 187,623
    NOVO NORDISK A/S ADR (NVO) 3,245.000 SHARES 363,440 363,440
    NOVOZYMES A/S (NVZMY) 3,172.000 SHARES 260,542 260,542
    NVIDIA CORP (NVDA) 1,487.000 SHARES 437,342 437,342
    OLD DOMINION FGHT LINE (ODFL) 2,688.000 SHARES 963,325 963,325
    OMNICOM GROUP INC (OMC) 3,460.000 SHARES 253,514 253,514
    OSI SYS INC (OSIS) 2,382.000 SHARES 222,002 222,002
    OTIS WORLDWIDE CORPORATION (OTIS) 5,321.000 SHARES 463,299 463,299
    OVERSEA-CHINESE BANKING CORPORATION LIMITED (OCBC.SP) 22,900.000 SHARES 193,643 193,643
    OXFORD INDUSTRIES INC (OXM) 3,110.000 SHARES 315,727 315,727
    P T TELEKOMUNIKASI (TLK) 9,907.000 SHARES 287,204 287,204
    PACIFIC PREMIER BANCORP (PPBI) 13,399.000 SHARES 536,362 536,362
    PACKAGING CORP AMER (PKG) 1,005.000 SHARES 136,831 136,831
    PACWEST BANCORP (PACW) 15,497.000 SHARES 699,999 699,999
    PANASONIC CORPORATION (6752.JP) 33,600.000 SHARES 369,103 369,103
    PAYPAL HOLDINGS, INC. (PYPL) 3,866.000 SHARES 729,050 729,050
    PAYPAL HOLDINGS, INC. (PYPL) 6,917.000 SHARES 1,304,408 1,304,408
    PERKINELMER INC (PKI) 1,860.000 SHARES 373,972 373,972
    PHILIPS ELECTRONICS NV (KON) (PHIA.NA) 8,363.000 SHARES 311,608 311,608
    PHYSICIANS REALTY TRUST (DOC) 7,565.000 SHARES 142,449 142,449
    PING AN INSURANCE GROUP (PNGAY) 14,568.000 209,837 209,837
    PINTEREST, INC. (PINS) 11,029.000 SHARES 400,904 400,904
    PROGRESS SOFTWARE CORP (PRGS) 3,670.000 SHARES 177,151 177,151
    QUALCOMM INC (QCOM) 4,892.000 SHARES 894,600 894,600
    REED ELSEVIER PLC (REL.LN) 12,712.00 SHARES 413,571 413,571
    ROBERT HALF INTL INC (RHI) 1,716.000 SHARES 191,368 191,368
    ROCHE HOLDING AG-GENUSSS (ROG.SW) 1,113.000 SHARES 461,766 461,766
    ROCHE HOLDING LTD (RHHBY) 11,979.000 SHARES 623,016 623,016
    ROCKWELL AUTOMATION INC (ROK) 5,349.000 SHARES 1,865,999 1,865,999
    ROYAL BANK CDA MONTREAL QUEBEC (RY) 245.000 SHARES 26,004 26,004
    RPM INTERNATIONAL INC (RPM) 3,005.000 SHARES 303,505 303,505
    RUTH'S CHRIS STEAK HOUSE (RUTH) 8,806.000 SHARES 175,239 175,239
    S & P GLOBAL INC. (SPGI) 3,057.000 SHARES 1,442,690 1,442,690
    S B A COMMUNICATIONS CORPORATION (SBAC) 1,737.000 SHARES 675,728 675,728
    S E I INVESTMENTS COMPANY (SEIC) 4,568.000 SHARES 278,374 278,374
    S T A G INDUSTRIAL INC (STAG) 3,810.000 SHARES 182,728 182,728
    SALESFORCE.COM INC (CRM) 4,229.000 SHARES 1,074,716 1,074,716
    SAP SE (SAP) 3,925.000 SHARES 549,932 549,932
    SCHEIN HENRY INC (HSIC) 2,235.000 SHARES 173,280 173,280
    SCHNEIDER ELECTRIC SE (SBGSY) 16,273.000 SHARES 638,292 638,292
    SCHNEIDER SA FF50 (SU.FP) 3,211.000 SHARES 629,746 629,746
    SCOR SE (SCR.IX) 8,967.000 SHARES 279,813 279,813
    SGS SA (SGSOY) 6,911.000 SHARES 231,111 231,111
    SHIONOGI & CO LTD (SGIOY) 17,207.000 SHARES 303,514 303,514
    SIGNATURE BANK (SBNY) 1,030.000 SHARES 333,174 333,174
    SILGAN HLDGS INC (SLGN) 11,645.000 SHARES 498,872 498,872
    SILICON MOTION TECHNOLOGY (SIMO) 6,809.000 SHARES 647,059 647,059
    SMITH A O CORP (AOS) 2,680.000 SHARES 230,078 230,078
    SMUCKER J M CO (SJM) 1,030.000 SHARES 139,895 139,895
    SONOVA HOLDING AG (SONVY) 3,163.000 SHARES 248,416 248,416
    SONY CORP Y50 (6758.JP) 5,500.000 SHARES 691,351 691,351
    SPECTRUM BRANDS HLDGS INC NEW (SPB) 3,806.000 SHARES 387,146 387,146
    SPIRE INC. (SR) 80.000 SHARES 5,218 5,218
    SPLUNK INC. (SPLK) 4,085.000 SHARES 472,716 472,716
    SPOTIFY TECHNOLOGY S.A (SPOT) 3,174.000 SHARES 742,811 742,811
    STARBUCKS CORP (SBUX) 7,384.000 SHARES 863,706 863,706
    STARWOOD PROPERTY TRUST INC (STWD) 19,328.000 SHARES 469,670 469,670
    STERIS PLC (STE) 1,315.000 SHARES 320,084 320,084
    SVENSKA HANDELSBANKEN AB (SHBAS.EB) 32,060.000 SHARES 346,790 346,790
    SWEDBANK AB (SWEDA.SS) 17,950.000 SHARES 361,304 361,304
    SYMRISE AG (SYIEY) 9,973.000 SHARES 369,440 369,440
    SYSMEX CORPORATION (SSMXY) 5,482.000 SHARES 370,134 370,134
    T J X COMPANIES INC (TJX) 7,359.000 SHARES 558,695 558,695
    T -MOBILE US, INC. (TMUS) 3,481.000 SHARES 403,726 403,726
    TAIWAN SEMICONDUCTOR MFG CO (TSM) 5,939.000 SHARES 714,521 714,521
    TAIWAN SEMICONDUCTOR MFG CO LTD (TSM) 4,905.000 SHARES 590,121 590,121
    TAIWAN SEMICONDUCTOR MFG CO LTD (TSM) 7,850.000 SHARES 944,434 944,434
    TELE2 AB (TEL2B.SS) 17,643.000 SHARES 251,766 251,766
    TENCENT HOLDINGS LIMITED (700.HK) 6,000.000 SHARES 351,551 351,551
    TENCENT HOLDINGS LIMITED (TCEHY) 9,257.000 SHARES 542,386 542,386
    TEXAS ROADHOUSE INC CL A (TXRH) 1,335.000 SHARES 119,189 119,189
    THE WALT DISNEY COMPANY (DIS) 3,430.000 SHARES 531,273 531,273
    THE WALT DISNEY COMPANY (DIS) 7,268.000 SHARES 1,125,741 1,125,741
    TOKYO ELECTRON LIMITED (8035.JP) 400.000 SHARES 230,229 230,229
    TOPBUILD CORP. (BLD) 1,325.000 SHARES 365,581 365,581
    TORO CO (TTC) 1,670.000 SHARES 166,850 166,850
    TRACTOR SUPPLY COMPANY (TSCO) 845.000 SHARES 201,617 201,617
    TWILIO INC. (TWLO) 1,571.000 SHARES 413,707 413,707
    UMB FINANCIAL CORP (UMBF) 1,860.000 SHARES 197,365 197,365
    UNICHARM CORP (UNICY) 48,679.000 SHARES 422,631 422,631
    UNIFIRST CORP MASS (UNF) 625.000 SHARES 131,500 131,500
    UNILEVER PLC (UL) 6,047.000 SHARES 325,268 325,268
    UNITED RENTALS INC (URI) 2,005.000 SHARES 666,241 666,241
    UNITEDHEALTH GROUP INC (UNH) 3,043.000 SHARES 1,528,012 1,528,012
    UNITEDHEALTH GROUP INC (UNH) 59.000 SHARES 29,626 29,626
    VERINT SYS INC (VRNT) 7,474.000 SHARES 392,460 392,460
    VERRA MOBILITY CORPORATION (VRRM) 24,613.000 SHARES 379,779 379,779
    VESTAS WIND SYSTEMS A/S (VWSC.S4) 3,123.000 SHARES 95,173 95,173
    VISA INC-CLASS A SHRS (V) 8,354.000 SHARES 1,810,395 1,810,395
    VISA INC-CLASS A SHRS (V) 8,522.000 SHARES 1,846,803 1,846,803
    VONOVIA SE (VNAD.IX) 6,234.000 SHARES 342,592 342,592
    WATERS CORP (WAT) 845.000 SHARES 314,847 314,847
    WIDEOPENWEST, INC. (WOW) 7,492.000 SHARES 161,228 161,228
    WILEY (JOHN) & SONS INC CLASS A (JW.A) 6,091.000 SHARES 348,832 348,832
    WILLIAMS SONOMA INC (WSM) 1,425.000 SHARES 241,010 241,010
    XP INC CL A (XP) 1,134.000 SHARES 32,591 32,591
    YANDEX N V CL A (YNDX) 2,559.000 SHARES 154,820 154,820
    ZOETIS INC (ZTS) 6,437.000 SHARES 1,570,821 1,570,821

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALKEON INNOVATION OFFSHORE FUN II, LP AT COST 2,387,365 2,387,365
    ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD. AT COST 20,608,957 20,608,957
    BROWN CAP MGT INTL SM CO-INS (BCSFX) 298,850.575 SHARES AT COST 8,328,966 8,328,966
    DBL PARTNERS III, L.P. AT COST 14,700,159 14,700,159
    DBL PARTNERS IV, L.P. AT COST 5,507,860 5,507,860
    GENERATION IM ASIA FUND LP AT COST 7,702,389 7,702,389
    GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. AT COST 740,148 740,148
    GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. AT COST 18,758,733 18,758,733
    GENERATION IM GLOBAL EQUITY FUND, LLC AT COST 57,579,265 57,579,265
    GENERATION IM SUSTAINABLE SOLUTIONS III (B), L.P. AT COST 5,583,518 5,583,518

    TY 2021 LegalFeesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 2,766 0   2,766


    TY 2021 OtherAssetsSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 433,334 600,000 600,000
    SECURITY DEPOSIT 2,736 3,400 3,400
    DIVIDENDS AND INTEREST RECEIVABLE 56,846 73,044 73,044
    PARTNERSHIP DISTRIBUTIONS RECEIVABLE 2,000,000    


    TY 2021 OtherDecreasesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Description Amount
    CHANGE IN DEFERRED FEDERAL EXCISE TAX 341,986


    TY 2021 OtherExpensesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES, MEMBERSHIP AND SUBSCRIPTIONS 12,040 0   26,897
    FILING FEES 1,550 0   1,550
    INSURANCE 12,080 0   11,253
    OFFICE AND OTHER EXPENSES 38,912 0   44,850
    OTHER INVESTMENT EXPENSES 131,244 131,244   0
    OTHER DEDUCTIONS THRU SCHEDULE K-1'S 1,060,051 1,029,236   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITIES LITIGATION PROCEEDS 20,370 20,370 20,370
    OTHER LOSS THRU SCHEDULE K-1'S -231,327 -231,327 -231,327
    GRANT REFUNDS 150,000   150,000
    OTHER MISCELLANEOUS INCOME 2,921   2,921


    TY 2021 OtherIncreasesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 24,582,631


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 1,223,644 1,565,630
    INVESTMENTS IN TRANSIT 18,123 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION ADMINISTRATION 43,260 0   43,260
    FOUNDATION MANAGEMENT 253,781 0   335,113
    INFORMATION TECHNOLOGY CONSULTANTS 5,319 0   5,231
    PHILANTHROPIC CONSULTANTS 102,771 0   100,855
    INVESTMENT MANAGEMENT AND ADVISORY 1,164,905 1,164,905   0


    TY 2021 TaxesSchedule
    Name:
    THE EDUCATIONAL FOUNDATION OF AMERICA
     
    C/O INTENTIONAL PHILANTHROPY
    EIN:
    13-3424750
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 421,089 0   0
    STATE UNRELATED BUSINESS INCOME TAX 500 0   0
    FOREIGN TAXES WITHHELD 116,335 116,335   0
    FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S 40,033 40,033   0