Form990-PF
Click to see attachment
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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 07-01-2021 , and ending 06-30-2022
Name of foundation
SURDNA FOUNDATION INC
ATT MARC DE VENOGE
% MATTHEW WALEGIR CONTROLLER
Number and street (or P.O. box number if mail is not delivered to street address)200 MADISON AVENUE FL 25
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10016
A Employer identification number

13-6108163
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,222,374,293J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 227,494 227,494  
4 Dividends and interest from securities... 3,669,777 18,196,634  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,833,681
b Gross sales price for all assets on line 6a 191,299,120
7 Capital gain net income (from Part IV, line 2)... 110,597,123
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 26,169,105 10,617,246  
12 Total. Add lines 1 through 11........ 50,900,057 139,638,497  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,223,011 92,069   2,038,873
14 Other employee salaries and wages...... 2,346,969     2,346,969
15 Pension plans, employee benefits....... 1,635,537 27,795   1,589,213
16a Legal fees (attach schedule)......... Click to see attachment 77,614 9,341 0 68,273
b Accounting fees (attach schedule)....... Click to see attachment 153,550 27,500 0 126,050
c Other professional fees (attach schedule).... Click to see attachment 4,832,894 3,262,584 0 1,570,310
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 163,034 533,692 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 233,207    
20 Occupancy.............. 927,556     927,556
21 Travel, conferences, and meetings....... 334,616     334,616
22 Printing and publications.......... 25,778     25,778
23 Other expenses (attach schedule)....... Click to see attachment 475,104 14,868,241 0 475,104
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,428,870 18,821,222 0 9,502,742
25 Contributions, gifts, grants paid....... 37,787,461 45,605,260
26 Total expenses and disbursements. Add lines 24 and 25 51,216,331 18,821,222 0 55,108,002
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -316,274
b Net investment income (if negative, enter -0-) 120,817,275
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.............      
2 Savings and temporary cash investments......... 23,750,498 23,608,553 23,608,553
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.......... 148,487 166,983 166,983
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 85,103,405 Click to see attachment35,369,185 35,369,185
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).......... 1,199,493,825 Click to see attachment1,146,831,193 1,146,831,193
14 Land, buildings, and equipment: basis bullet2,812,861
Less: accumulated depreciation (attach schedule) bullet1,150,672 1,895,396 Click to see attachment1,662,189 1,662,189
15 Other assets (describe bullet) Click to see attachment10,265,237 Click to see attachment14,736,190 Click to see attachment14,736,190
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,320,656,848 1,222,374,293 1,222,374,293
Liabilities 17 Accounts payable and accrued expenses.......... 1,915,194 2,654,107
18 Grants payable................. 38,738,383 30,702,939
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 40,653,577 33,357,046
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,280,003,271 1,189,017,247
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)..... 1,280,003,271 1,189,017,247
30 Total liabilities and net assets/fund balances (see instructions). 1,320,656,848 1,222,374,293
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,280,003,271
2
Enter amount from Part I, line 27a .....................
2
-316,274
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,279,686,997
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
90,669,750
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,189,017,247
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 SALE OF PUBLICLY TRADED SECURITIES      
b NET CAPITAL GAIN FROM PARTNERSHIPS      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 102,372,135   80,701,997 21,670,138
b 88,926,985     88,926,985
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       21,670,138
b       88,926,985
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 110,597,123
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  
3 Add lines 1 and 2........................... 3 1,679,360
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,679,360
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 987,082
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 987,082
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 17,724
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 710,002
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, NY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletWWW.SURDNA.ORG
    14
    The books are in care ofbulletMATTHEW WALEGIR CONTROLLER Telephone no.bullet (212) 557-0010

    Located atbullet200 MADISON AVENUENEW YORKNY ZIP+4bullet10016
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    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
    DONALD CHEN PRESIDENT/CEO
    40.0     		615,000 104,329 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MARC DE VENOGE VP FINANCE AND ADMINISTRATION
    40.0     		460,347 92,648 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JONATHAN GOLDBERG DIR. OF LEARNING & GRANT OPER.
    40.0     		258,075 80,924 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    FRANCISCO TORRES-CAMPOS PROGRAM DIR. THRIVING CULTURES
    40.0     		207,060 51,673 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    ADAM CONNAKER Director - Impact Investing
    40.0     		61,923 17,227 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MANUELA ARCINIEGAS PROGRAM DIRECTOR
    40.0     		173,697 45,829 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MEKAELIA DAVIS PROGRAM DIR - INCLUSIVE ECONO.
    40.0     		234,729 61,109 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    ELIZABETH CAHILL DIRECTOR OF COMMUNICATIONS
    40.0     		212,180 66,291 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    CARRA COTE-ACKAH CHAIRPERSON
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    CAITLIN BOGER-HAWKINS VICE CHAIRPERSON
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    PETER C VOORHEES TREASURER/SECRETARY
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    JUDY BELK DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    DAVIS BENEDICT DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    CAMERON GRIFFITH DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    KELLY D NOWLIN DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    TRACY PALANDJIAN DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    ELIZABETH SHOGREN DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    TIMOTHY D THORPE DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    GWEN WALDEN DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    SHARI T WILSON DIRECTOR
    1.0     		0 0 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    ALISON CORWIN SR. PROGRAM OFFICER
    40.0     		202,654 47,570 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    MATT WALEGIR CONTROLLER
    40.0     		190,000 81,697 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    KELLIE TERRY PROGRAM OFFICER
    40.0     		156,651 29,532 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    NYOKA ACEVEDO PROGRAM OFFICER
    40.0     		149,087 66,159 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    SOPHY LO PROGRAM OFFICER
    40.0     		141,545 76,405 0
    200 MADISON AVENUE FL 25
    NEW YORK,NY10016
    Total number of other employees paid over $50,000...................bullet 13
    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
    CAMBRIDGE ASSOCIATES INVESTMENT CONSULT. 1,854,555
    100 SUMMER STREET
    BOSTON,MA02110
    THE NORTHERN TRUST COMPANY CUSTODIAL BANK 489,335
    50 S LASALLE STREET
    CHICAGO,IL60675
    Sands Capital Management INVESTMENT MGMT. 324,777
    1101 Wilson Boulevard Suite 2300
    ARLINGTON,VA22209
    Silchester INVESTMENT MGMT. 303,964
    1 BURTON STREET
    LONDON   W1J 6TL
    UK
    IRIDIAN INVESTMENT MGMT. 259,618
    276 Post Road West
    WESTPORT,CT06880
    Total number of others receiving over $50,000 for professional services.............bullet18
    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 INVESTMENT IN IMPACT AMERICA FUND I, LP. (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 556,214
    2 INVESTMENT IN IMPACT ENGINE PRIVATE EQUITY FUND, LP (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 505,161
    All other program-related investments. See instructions.
    3 Click to see attachment 2,693,337
    Total. Add lines 1 through 3.........................bullet3,754,712
    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
    253,639,982
    b
    Average of monthly cash balances.......................
    1b
    21,308,219
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,018,369,521
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,293,317,722
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,293,317,722
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    19,399,766
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,273,917,956
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    63,695,898
    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
    63,695,898
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,679,360
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,679,360
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    62,016,538
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    135,593
    5
    Add lines 3 and 4............................
    5
    62,152,131
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    62,152,131
    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 62,152,131
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 926,689
    b From 2017...... 868,690
    c From 2018...... 976,841
    d From 2019...... 3,579,971
    e From 2020...... 482,525
    f Total of lines 3a through e ........ 6,834,716
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 58,862,714
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 58,862,714
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 3,289,417 3,289,417
    (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 3,545,299
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		3,545,299
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 3,062,774
    d Excess from 2020.... 482,525
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SURDNA FOUNDATION INC
    200 MADISON AVENUE
    NEW YORK,NY10016
    (212) 557-0010
    bThe form in which applications should be submitted and information and materials they should include:
    SURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. WWW.SURDNA.ORG
    cAny submission deadlines:
    THERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH T
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Surdna Foundation seeks to foster sustainable communities in the United States - communities guided by principles of social justice and distinguished by healthy environments, inclusive economies, and thriving cultures. For over five generations, the Foundation has been governed largely by descendants of John E. Andrus and has developed a tradition of innovative service for those in need of help or opportunity. HTTPS://SURDNA.ORG/PROSPECTIVE-GRANTEES/
    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
    2164
    445 Park Avenue Suite 16A
    New York,NY10022     		No relationship PC General Support 50,000
    60 Decibels
    205 E 42nd Street
    New York,NY10025     		No relationship PF General Support 50,000
    A New Chance Animal Rescue
    PO Box 215
    Bedford Hills,NY10507     		No relationship PC General Support 1,000
    Accelerate 500
    1400 16th street NW
    Washington,DC20009     		No relationship PC General Support 405,000
    ACLU Foundation of Georgia
    PO Box 570738
    Atlanta,GA30357     		No relationship PC General Support 10,000
    Acting Without Boundaries
    750 E Haverford Road
    Bryn Mawr,PA19010     		No relationship PC General Support 4,500
    Action Center on Race and the Economy Institute
    1901 West Carroll Avenue 3rd Floor
    Chicago,IL60612     		No relationship PC General Support 75,000
    Advance Peace
    440 Civic Center Plaza Suite 360
    Richmond,CA94804     		No relationship PC General Support 5,000
    Alight
    1325 Quincy St NE Ste A1
    Minneapolis,MN55413     		No relationship PC General Support 10,000
    ALIGN the Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No relationship PC General Support 100,000
    All Square
    4047 Minnehaha Ave
    Minneapolis,MN55406     		No relationship PC General Support 5,000
    Alliance For Justice
    Eleven Dupont Circle NW Suite 500
    Washington,DC20036     		No relationship PC General Support 50,000
    Allied Media Projects
    1426 Third Avenue
    Detroit,MI48201     		No relationship PC General Support 675,000
    Alternate ROOTS Inc
    1207 Caroline St
    Atlanta,GA30307     		No relationship PC General Support 400,000
    Amalgamated Charitable Foundation
    1825 K Street NW
    Washington,DC20006     		No relationship PC General Support 1,201,000
    Amazon Biodiversity Center
    PO Box 96503 PMB42410
    Washingon,DC20090     		No relationship PC General Support 10,000
    American University Center for Media & Social Imp
    4400 Massachusetts Ave NW
    Washington,DC20016     		No relationship PC General Support 60,000
    Amherst College Trustees
    Smith House PO Box 5000
    Amherst,MA01002     		No relationship PC General Support 20,000
    APIA Vote-MI - American Citizens for Justice
    PO Box 12100
    Hamtramck,MI48212     		No relationship PC General Support 200,000
    Appalachian Mountain Club
    5 Joy Street
    Boston,MA02108     		No relationship PC General Support 10,000
    ArchCity Defenders
    440 North 4th Street
    Saint Louis,MO63102     		No relationship PC General Support 50,000
    Art Creates Us
    450 Lexington Ave 3064
    New York,NY10017     		No relationship PC General Support 25,000
    Asian American Federation Inc
    120 Wall Street 9th Floor
    New York,NY10005     		No relationship PC General Support 200,000
    Asian AmericansPacific Islanders in Philanthropy
    300 Frank Ogawa Plaza
    Oakland,CA94612     		No relationship PC General Support 105,000
    Asian and Pacific Islander American Vote
    1612 K Street NO Suite 600
    Washington,DC20006     		No relationship PC General Support 100,000
    Asian Pacific Environmental Network
    426 17th Street Suite 500
    Oakland,CA94612     		No relationship PC General Support 150,000
    Aspen Institute
    2300 N Street NW
    Washington,DC20037     		No relationship PC General Support 200,000
    Association for Enterprise Opportunity
    1310 L Street NW Suite 830
    Washington,DC20005     		No relationship PC General Support 300,000
    Association of Black Foundation Executives Inc
    42 Broadway
    New York,NY10004     		No relationship PC General Support 50,000
    AsylumWorks
    2121 Decatur Pl NW Suite 4
    Washington,DC20008     		No relationship PC General Support 10,000
    Barnes Foundation
    2025 Benjamin Franklin Parkway
    Philadelphia,PA19130     		No relationship PC General Support 4,000
    Bend the Arc - A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY10001     		No relationship PC General Support 220,000
    Beth Chayim Chadashim
    6090 W Pico Blvd
    Los Angeles,CA90035     		No relationship PC General Support 5,000
    Black Farmer Fund
    2161 Prospect Ave
    Bronx,NY10457     		No relationship PC General Support 100,000
    Black Lily Inc (incl amendment)
    1901 S 9th Street
    Philadelphia,PA19148     		No relationship PC General Support 477,722
    BOFFO
    85 Kenmare St Apt 22
    New York,NY10012     		No relationship PC General Support 515
    Boston Adventist DREAM Academy
    PO Box 67241
    Chestnut Hill,MA02467     		No relationship PC General Support 10,000
    Boston Impact Initiative Fund
    PO Box 300443
    Jamaica Plain,MA02130     		No relationship PC General Support 220,000
    Boys and Girls Clubs of Puerto Rico
    501 Avenida Roberto H Todd
    San Juan,PR00907     		No relationship PC General Support 75,000
    Bread & Roses Community Fund
    1315 Walnut Street
    Philadelphia,PA19107     		No relationship PC General Support 10,000
    Breast Cancer Prevention Partners
    1388 Sutter Street Suite 400
    San Francisco,CA94109     		No relationship PC General Support 5,000
    Bridging
    201 West 87th Street
    Bloomington,MN55420     		No relationship PC General Support 5,000
    Bright Hope Baptist Church
    1601 N 12th St
    Philadelphia,PA19122     		No relationship PC General Support 5,000
    Brown University
    Gift Cashier
    Providence,RI02912     		No relationship PC General Support 500
    Campaign for the Fair Sentencing of Youth
    1319 F St NW
    Washington,DC20004     		No relationship PC General Support 90,000
    Candid
    32 Old Slip 24th Floor
    New York,NY10005     		No relationship PC General Support 25,000
    Cantus
    1202 Marquette Ave S Suite 100
    Minneapolis,MN55403     		No relationship PC General Support 5,000
    CARE
    151 Ellis Street
    Atlanta,GA30303     		No relationship PC General Support 2,315
    Center for Cultural Innovation
    244 South San Pedro Street Suite
    Los Angeles,CA90012     		No relationship PC General Support 200,000
    Center for Economic Democracy
    434 Massachusetts Avenue
    Boston,MA02118     		No relationship PC General Support 250,000
    Center for Heirs Property Preservation
    1535 Sam Rittenberg Blvd
    Charleston,SC29407     		No relationship PC General Support 100,000
    Center for Land Reform
    111 E Court Street Suite 2C-1
    Flint,MI48502     		No relationship PC General Support 25,000
    Center for Law and Social Policy
    1200 18th Street NW
    Washington,DC20036     		No relationship PC General Support 75,000
    Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY11237     		No relationship PC General Support 60,000
    Center for Story-based Strategy
    654 13th Street
    Oakland,CA94612     		No relationship PC General Support 100,000
    Chewonki Foundation Inc
    485 Chewonki Neck Road
    Wiscasset,ME04578     		No relationship PC General Support 30,000
    Chicago United Inc
    300 E Randolph Street
    Chicago,IL60601     		No relationship PC General Support 100,000
    Children's Aid Society
    711 Third Avenue Suite 700
    New York,NY10017     		No relationship PC General Support 10,000
    Chinese Progressive Association - Black Futures La
    1042 Grant Ave 5th Floor
    San Francisco,CA94133     		No relationship PC General Support 250,000
    Church of Saint Mary's
    1300 Northern Boulevard
    Manhasset,NY11030     		No relationship PC General Support 12,500
    Cincinnati USA Regional Chamber Foundation
    3 East 4th Street Suite 200
    Cincinnati,OH45202     		No relationship PC General Support 200,000
    Cintrifuse - Hillman Accelerator
    1311 Vine Street
    Cincinnati,OH45202     		No relationship PC General Support 200,000
    Climate Justice Alliance (formerly Movement Strate
    436 14th St 5th Floor
    Oakland,CA94612     		No relationship PC General Support 200,000
    Coalition for Juvenile Justice
    1319 F Street NW Suite 402
    Washintgon,DC20004     		No relationship PC General Support 50,000
    Coalition For the Homeless
    129 Fulton Street
    New York,NY10038     		No relationship PC General Support 10,000
    Collegebound Foundation
    2601 Howard St Suite 210
    Baltimore,MD21218     		No relationship PC General Support 60,000
    ColorOfChangeorg Education Fund
    1714 Franklin St Ste 100-136
    Oakland,CA94612     		No relationship PC General Support 325,000
    Common Counsel Foundation
    1624 Franklin Street
    Oakland,CA94612     		No relationship PC General Support 955,000
    Common Future
    2323 Broadway
    Oakland,WA94612     		No relationship PC General Support 430,000
    Common Justice
    540 Atlantic Avenue 4th Floor
    Brooklyn,NY11217     		No relationship PC General Support 65,000
    Communities United
    1742 N Natchez
    Chicago,IL60707     		No relationship PC General Support 75,000
    Communities United for Restorative Youth Justice
    4749 N Kedzie
    Chicago,IL60625     		No relationship PC General Support 50,000
    Community Foundation for Southeast Michigan
    333 W Fort Street
    Detroit,MI48226     		No relationship PC General Support 50,000
    Community Harvest of Central Vermont
    146 Lord Road
    Berlin,VT05602     		No relationship PC General Support 5,000
    Community Labor United
    8 Beacon Street 5th Floor
    Boston,MA02108     		No relationship PC General Support 75,000
    Confluence Philanthropy
    436 14th Street Suite 900
    Oakland,CA94612     		No relationship PC General Support 50,000
    Cookie Cart
    1119 West Broadway Ave
    Minneapolis,MN55411     		No relationship PC General Support 5,000
    Corbin Hill Food Project
    475 Riverside Drive Suite 244
    New York,NY10015     		No relationship PC General Support 100,000
    Creative Capital Foundation
    15 Maiden Lane 18th Floor
    New York,NY10038     		No relationship PC General Support 400,000
    Creative Visions Foundation
    1047 Ford Drive
    Nipomo,CA93444     		No relationship PC General Support 4,715
    Dallas Social Venture Partners - CapEQ
    12900 Preston Road Suite 1220
    Dallas,TX75230     		No relationship PC General Support 75,000
    Designing Justice Designing Spaces
    1423 Broadway
    Oakland,CA94612     		No relationship PC General Support 350,000
    Detroit Dog Rescue
    PO Box 806119
    St Clair Shores,MI48080     		No relationship PC General Support 1,000
    Didtechnology Inc
    625 Broad Street
    Newark,NJ07102     		No relationship PC General Support 200,000
    Drinking Gourd Farms
    2122 W Pierson
    Phoenix,AZ85015     		No relationship PC General Support 510
    Dwight Hall at Yale
    67 High Street
    New Haven,CT06520     		No relationship PC General Support 750
    East Bay Community Foundation
    200 Frank Ogawa Plaza
    Oakland,CA94612     		No relationship PC General Support 510,000
    Economic Policy Institute
    1225 Eye St NW Suite 600
    Washington,DC20005     		No relationship PC General Support 225,000
    EdVestors
    140 Clarendon St
    Boston,MA02116     		No relationship PC General Support 2,500
    Efforts of Grace Inc
    1712 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No relationship PC General Support 200,000
    Ella Baker Center for Human Rights
    1970 Broadway Suite 1125
    Oakland,CA94612     		No relationship PC General Support 50,000
    Elon University
    2600 Campus Box
    Elon,NC27244     		No relationship PC General Support 5,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW Suite 121
    Washington,DC20036     		No relationship PC General Support 100,000
    Environmental Defense Fund
    257 Park Avenue South
    New York,NY10010     		No relationship PC General Support 10,000
    Environmental Health Coalition
    2727 Hoover Avenue
    National City,CA91950     		No relationship PC General Support 150,000
    Epic Church
    PO Box 41028
    Philadelphia,PA19127     		No relationship PC General Support 3,000
    Episcopal Academy
    1785 Bishop White Drive
    Newtown Square,PA19073     		No relationship PC General Support 6,670
    Equal Justice USA
    81 Prospect Street
    Brooklyn,NY11201     		No relationship PC General Support 75,000
    Families and Friends of Louisiana's Incarcerated C
    1307 Oretha Castle Haley Blvd
    New Orleans,LA70113     		No relationship PC General Support 50,000
    Family Values at Work A Multi-State Consortium
    207 E Buffalo St Suite 211
    Milwaukee,WI53202     		No relationship PC General Support 200,000
    Farming Hope
    149 Fell St
    San Francisco,CA94104     		No relationship PC General Support 5,000
    Feminist Womens Health Center Inc
    1924 Cliff Valley Way NE
    Atlanta,GA30329     		No relationship PC General Support 500
    Financial Services Stakeholder Project NFP
    2513 N Central Park Avenue
    Chicago,IL60647     		No relationship PC General Support 125,000
    Firelight Media Inc
    72 Hamilton Terrace
    New York,NY10031     		No relationship PC General Support 75,000
    Focus HOPE
    1400 Oakman Blvd
    Detroit,MI48238     		No relationship PC General Support 1,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816     		No relationship PC General Support 247,500
    Foundation for Social Impact - Live Free USA (form
    417 Main Street
    Little Rock,AK72201     		No relationship PC General Support 75,000
    Founders First Community Development Corporation
    9920 Pacific Heights Blvd
    San Diego,CA92121     		No relationship PC General Support 250,000
    Fractured Atlas Productions Inc - Equality Labs
    248 West 35th Street
    New York,NY10001     		No relationship PC General Support 310,000
    Friends of the Livingston Public Library
    10 Robert H Harp Drive
    Livingston,NJ07039     		No relationship PC General Support 750
    Fund for the City of New York
    121 Avenue of the Americas
    New York,NY10013     		No relationship PC General Support 450
    Fundacin Comunitaria de Puerto Rico -Colectivo Il
    1719 Ave Ponce de Len Esq Calle
    San Juan,PR00909     		No relationship PC General Support 50,000
    Funders for Lesbian and Gay Issues Inc
    45 West 36th Street 8th Floor
    New York,NY10018     		No relationship PC General Support 65,000
    Georgia WAND Education Fund Inc
    250 Georgia Avenue
    Atlanta,GA30312     		No relationship PC General Support 100,000
    Girls for Gender Equity Inc
    25 Chapel Street
    Brooklyn,NY11201     		No relationship PC General Support 75,000
    Global Impact Investing Network
    1 Battery Park Plaza
    New York,NY10004     		No relationship PC General Support 50,000
    Good Jobs First
    1616 P Street NW
    Washington,DC20036     		No relationship PC General Support 200,000
    Good Old Lower East Side Inc
    173 Avenue B
    New York,NY10009     		No relationship PC General Support 90,000
    Grantmakers Concerned with Immigrants & Refugees
    P O BOX 2178
    Petaluma,CA94953     		No relationship PC General Support 25,000
    Grantmakers for Effective Organizations
    1310 L Street NW 650
    Washington,DC20005     		No relationship PC General Support 55,000
    Grantmakers in the Arts
    522 Courtlandt Avenue
    Bronx,NY10451     		No relationship PC General Support 115,000
    Grassroots Global Justice
    2000 14th St NW Ste 104 73768
    Washington,MD20056     		No relationship PC General Support 425,000
    Greater Jackson Arts Council - City of Jackson (fo
    201 East Pascagoula Street Suite 1
    Jackson,MS39201     		No relationship PC General Support 400,000
    Greater New Orleans Foundation
    919 St Charles Avenue
    New Orleans,LA70130     		No relationship PC General Support 200,000
    Greenlining Institute
    360 14th Street 2nd Floor
    Oakland,CA94602     		No relationship PC General Support 200,000
    Groundswell Fund
    548 Market Street 49734
    San Francisco,CA94104     		No relationship PC General Support 150,000
    Groundwork Bridgeport Inc
    1001 Main Street
    Bridgeport,CT06604     		No relationship PC General Support 1,350
    Hedgebrook
    PO Box 1231
    Freeland,WA98429     		No relationship PC General Support 40,000
    Hester Street Collaborative Inc
    113 Hester Street
    New York,NY10002     		No relationship PC General Support 400,000
    Higher Purpose Co
    130 Desoto Ave Suite 10
    Clarksdale,MS38614     		No relationship PC General Support 190,000
    Highlander Research & Education Center Inc
    1959 Highlander Way
    New Market,TN37820     		No relationship PC General Support 625,500
    Hill School
    860 Beech Street
    Pottstown,PA19464     		No relationship PC General Support 10,000
    Hispanics In Philanthropy
    414 13th Street Suite 200
    Oakland,CA94612     		No relationship PC General Support 20,000
    Historic Clayborn Temple
    294 Hernando St
    Memphis,TN38126     		No relationship PC General Support 250,000
    Hope for Haiti
    1021 5th Ave N
    Naples,FL34102     		No relationship PC General Support 2,500
    I Am Human Foundation
    5482 Peachtree Landing Dr
    Ellenwood,GA30294     		No relationship PC General Support 500
    Impact Capital Managers Institute Inc
    200 N Mangum Street Suite 203
    Durham,NC27701     		No relationship PC General Support 50,000
    Impact Experience Institute
    1700 Jones Street Apt 1
    San Francisco,CA94109     		No relationship PC General Support 5,000
    Indigenous Environmental NetworkIndigenous Educat
    PO Box 485
    Bemidji,MN56619     		No relationship PC General Support 100,000
    Inner City Advisors
    1714 Franklin St
    Oakland,CA94612     		No relationship PC General Support 200,000
    Innovation Network for Communities - City Scale (g
    156 Grover Lane
    Tamworth,NH03886     		No relationship PC General Support 75,000
    Innovation Network Inc-Center for Evaluation Inn
    156 Grover Lane
    Tamworth,NH03886     		No relationship PC General Support 12,500
    Inquiring Systems Inc - Southeast African Americ
    101 Brookwood Ave
    Santa Rosa,CA95404     		No relationship PC General Support 100,000
    International Economic Development Council
    1275 K St NW
    District of Columbia,DC20005     		No relationship PC General Support 25,000
    Interreligious Foundation for Community Organizati
    418 West 145th
    New York,NY10031     		No relationship PC General Support 51,000
    Intersection for the Arts - Diasporic Vietnamese A
    1448 Market Street
    San Francisco,CA94102     		No relationship PC General Support 10,300
    Ironbound Community Corporation
    317 Elm St
    Newark,NJ07105     		No relationship PC General Support 150,000
    ISAIAH
    2356 University Ave W
    St Paul,MN55114     		No relationship PC General Support 250,000
    Jeremiah Program
    615 1st Ave Northeast Ste 210
    Minneapolis,MN55413     		No relationship PC General Support 5,000
    Jobs to Move America
    525 Hewitt Street
    Los Angeles,CA90013     		No relationship PC General Support 300,000
    Jobs with Justice Education Fund
    1616 P Street NW Suite 150
    Washington,DC20036     		No relationship PC General Support 325,000
    John E Andrus Memorial Inc
    185 Old Broadway
    HastingsonHudson,NY10706     		No relationship PC General Support 1,403,000
    Julia Dyckman Andrus Memorial
    1156 North Broadway
    Yonkers,NY10701     		No relationship PC General Support 1,403,000
    Just Capital
    44 East 30th Street
    New York,NY10016     		No relationship PC General Support 175,000
    Just in Time for Foster Youth
    PO Box 601627
    San Diego,CA92160     		No relationship PC General Support 90,000
    Justice Funders
    436 14th Street Suite 700
    Oakland,CA94612     		No relationship PC General Support 200,000
    Juvenile Law Center
    1315 Walnut Street Suite 400
    Philadelphia,PA19107     		No relationship PC General Support 100,000
    Kairos Alive
    4316 Upton Avenue South 206
    Minneapolis,MN55305     		No relationship PC General Support 5,000
    Katal Center for Health Equity and Justice
    147 Prince St
    Brooklyn,NY11201     		No relationship PC General Support 50,000
    Kentucky Coalition Inc
    PO Box 1450
    London,KY40743     		No relationship PC General Support 150,000
    Kids Rethink New Orleans Schools
    2020 OC Haley BLVD
    New Orleans,LA70113     		No relationship PC General Support 40,000
    Lake Country School Montessori Learning Environmen
    3755 Pleasant Avenue South
    Minneapolis,MN55409     		No relationship PC General Support 10,000
    Latino Business Action Network
    297 Commercial Street
    San Jose,CA95112     		No relationship PC General Support 220,000
    Lineage Project
    228 Park Ave S
    New York,NY10003     		No relationship PC General Support 50,000
    LISTEN Community Services
    60 Hanover St
    Lebanon,NH03766     		No relationship PC General Support 5,000
    Living Cities
    1040 Avenue of the Americas 17th F
    New York,NY10018     		No relationship PC General Support 665,000
    Local Progress Policy Institute (previously sponso
    1730 M Street Suite 1115
    Washington,DC20036     		No relationship PC General Support 250,000
    Louisiana Center for Children's Rights
    1100-B Milton Street
    New Orleans,LA70122     		No relationship PC General Support 75,000
    Make the Road New York
    301 Grove Street
    Brooklyn,NY11237     		No relationship PC General Support 225,000
    Marlborough School
    250 South Rossmore Avenue
    Los Angeles,CA90004     		No relationship PC General Support 5,000
    McKee Botanical Gardens
    350 US Highway 1
    Vero Beach,FL32962     		No relationship PC General Support 10,000
    Mekong Inc
    2471 University Avenue
    Bronx,NY10468     		No relationship PC General Support 2,603
    Mental Health America
    500 Montgomery St Suite 820
    Alexandria,VA22314     		No relationship PC General Support 1,000
    Minneapolis Foundation
    80 South Eighth Street
    Minneapolis,MN55402     		No relationship PC General Support 10,000
    Mission Investors Exchange
    417 Fifth Avenue 8th Floor
    New York City,NY10036     		No relationship PC General Support 100,000
    MORTAR Cincinnati
    1329 Vine Street
    Cincinnati,OH45202     		No relationship PC General Support 100,000
    MoveForward
    1001 Highway 7 Room 237
    Hopkins,MN55305     		No relationship PC General Support 5,000
    Movement Strategy Center
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General Support 325,000
    Ms Foundation for Women
    12 MetroTech Center 26th Floor
    Brooklyn,NY11201     		No relationship PC General Support 5,000
    MuckRock - MLK50 Justice Through Journalism
    411 A Highland Ave
    Somerville,MA02144     		No relationship PC General Support 175,000
    Multiplier - New York Energy Democracy Alliance
    548 Market St
    San Francisco,CA94104     		No relationship PC General Support 100,000
    National Alliance to End Homelessness
    1518 K Street NW 2nd Floor
    Washington,DC20005     		No relationship PC General Support 1,000
    National Association for Latino Community Asset Bu
    5404 Wurzbach Road
    San Antonio,TX78238     		No relationship PC General Support 175,000
    National Center for Family Philanthropy
    1667 K Street NW Suite 550
    Washington,DC20006     		No relationship PC General Support 132,380
    National Coalition for Asian Pacific American Comm
    1628 16th Street NW 4th Floor
    Washington,DC20003     		No relationship PC General Support 125,000
    National Committee for Responsive Philanthropy
    1900 L Street NW Suite 825
    Washington,DC20036     		No relationship PC General Support 50,000
    National Economic and Social Rights Initiative (NE
    90 John Street Suite 501
    New York,NY10038     		No relationship PC General Support 70,000
    National Employment Law Project
    90 Broad Street Suite 1100
    New York,NY10004     		No relationship PC General Support 250,000
    National Immigration Law Center
    3435 Wilshire Boulevard Ste 2850
    Los Angeles,CA90010     		No relationship PC General Support 50,000
    National Juvenile Justice Network
    1424 K Street NW
    Washington,DC20005     		No relationship PC General Support 70,000
    National Low Income Housing Coalition
    1000 Vermont Avenue NW Suite 500
    Washington,DC20005     		No relationship PC General Support 15,000
    National Network for Youth
    741 8th Street SE
    Washington,DC20003     		No relationship PC General Support 50,000
    National Network of Abortion Funds
    9450 SW Gemini Dr
    Beaverton,OR97008     		No relationship PC General Support 1,885
    National Performance Network
    PO Box 56698
    New Orleans,LA70156     		No relationship PC General Support 400,000
    National Urban Fellows
    1120 Avenue of the Americas
    New York,NY10036     		No relationship PC General Support 150,000
    National Youth Employment Coalition Inc
    1155 15th Street NW
    Washington,DC20005     		No relationship PC General Support 75,000
    Native Americans in Philanthropy
    1000 N Alameda St
    Los Angeles,CA90012     		No relationship PC General Support 100,000
    NDN Collective
    317 Main Street
    Rapid City,SD57701     		No relationship PC General Support 725,000
    Neighborhood Funders Group
    300 Frank H Ogawa Plaza
    Oakland,CA94612     		No relationship PF General Support 450,000
    NEO Philanthropy Inc
    45 W 36th Street 6th Floor
    New York,NY10018     		No relationship PC General Support 155,000
    New Breath Foundation
    1999 Harrison Street Suite 1800
    Oakland,CA94612     		No relationship PC General Support 100,000
    New Economy Coalition
    PO Box 390503
    Cambridge,MA02139     		No relationship PC General Support 100,000
    New Georgia Project
    830 Glenwood Ave SE Suite 510-221
    Atlanta,GA30316     		No relationship PC General Support 40,000
    New Growth Innovation Network
    30 West Monroe Street Suite 510
    Chicago,IL60603     		No relationship PC General Support 140,000
    New Venture Fund
    1828 L Street NW
    Washington,DC20036     		No relationship PC General Support 1,090,000
    New York City Environmental Justice Alliance
    462 36th St 3F
    Brooklyn,NY11232     		No relationship PC General Support 150,000
    New York Community Trust
    909 Third Avenue 22nd Floor
    New York,NY10022     		No relationship PC General Support 150,000
    New York Foundation - Neighborhoods First Fund
    150 West 30th Street 14th FL
    New York,NY10001     		No relationship PF General Support 325,000
    New York Public Radio
    160 Varick Street
    New York,NY10013     		No relationship PC General Support 900
    New York State Youth Leadership Council
    217 Centre St Suite 343
    New York,NY10013     		No relationship PC General Support 35,000
    Next City
    100 South Broad Street Suite 730
    Philadelphia,PA19110     		No relationship PC General Support 175,000
    Nonprofit Information Networking Association
    88 Broad Street Suite 101
    Boston,MA02110     		No relationship PC General Support 50,000
    North Carolina Association of Black Lawyer Land Lo
    PO Box 179
    Durham,NC22702     		No relationship PC General Support 125,000
    North Star Fund
    520 Eighth Avenue Suite 1800
    New York,NY10018     		No relationship PC General Support 130,000
    Northeastern Minnesotans for Wilderness
    807 Broadway St NE Suite 16
    Minneapolis,MN55413     		No relationship PC General Support 2,500
    Northeastern University-Initiative for Energy Just
    360 Huntington Avenue
    Boston,MA02115     		No relationship PC General Support 100,000
    Northside Achievement Zone
    2123 West Broadway Ave 100
    Minneapolis,MN55411     		No relationship PC General Support 5,000
    Northwest Bronx Community & Clergy Coalition
    103 E 196th Street
    Bronx,NY10462     		No relationship PC General Support 100,000
    One Fair Wage Inc
    3518 South Edmunds St
    Seattle,WA98118     		No relationship PC General Support 225,000
    One Voice Inc
    1072 JR Lynch Street
    Jackson,MS39203     		No relationship PC General Support 125,000
    OneAmerica
    1225 S Weller Street Suite 430
    Seattle,WA98144     		No relationship PC General Support 100,000
    Opportunity Finance Network
    123 S Broad Street Suite 1930
    Philadelphia,PA19109     		No relationship PC General Support 125,000
    OTV Open Television
    3255 N Broadway St
    Chicago,IL60640     		No relationship PC General Support 300,000
    Pan Massachusetts Challenge Trust
    PO Box 415590
    Boston,MA02441     		No relationship PC General Support 9,000
    Partnership for Southern Equity
    55 Ivan Allen Jr Blvd NW Suite 5
    Atlanta,GA30308     		No relationship PC General Support 350,000
    Pedal the Cause
    9288 Dielman Industrial Dr
    St Louis,MO63132     		No relationship PC General Support 3,000
    Penumbra Theatre Company
    270 North Kent Street
    Saint Paul,MN55102     		No relationship PC General Support 5,000
    People United for Sustainable Housing Inc
    429 Plymouth Ave Suite 1
    Buffalo,NY14213     		No relationship PC General Support 150,000
    People's Action Institute
    810 N Milwaukee Ave
    Chicago,IL60642     		No relationship PC General Support 100,000
    Philadelphia Museum of Art
    Box 7646
    Philadelphia,PA19101     		No relationship PC General Support 25,000
    Philanthropy New York - NYC Small Business Funder
    320 East 43rd Street
    New York,NY10017     		No relationship PC General Support 100,000
    PIDC Community CapitalREBUILD
    1500 Market Street Suite 3500 West
    Philadelphia,PA19102     		No relationship PC General Support 150,000
    Pie Ranch
    2080 Cabrillo Hwy
    Pescadero,CA94060     		No relationship PC General Support 50,000
    Pittsburgh Glass Center Inc
    5472 Penn Ave
    Pittsburgh,PA15206     		No relationship PC General Support 20,000
    Planned Parenthood Federation of America
    PO Box 97166
    Washington,DC20090     		No relationship PC General Support 22,500
    Planned Parenthood of Southeastern PA
    1144 Locust St
    Philadelphia,PA19107     		No relationship PC General Support 1,500
    Poder in Action
    5877 W Indian School Rd
    Phoenix,AZ85031     		No relationship PC General Support 45,000
    PolicyLink
    1438 Webster St
    Oakland,CA94612     		No relationship PC General Support 800,000
    Political Research Associates
    1310 Broadway 201
    Sommerville,MA02144     		No relationship PC General Support 40,000
    President and Fellows of Harvard College
    124 Mount Auburn Street
    Cambridge,MA02138     		No relationship PC General Support 151,000
    ProGeorgia State Table Inc
    151 Ellis St NE
    Atlanta,GA30307     		No relationship PC General Support 75,000
    Project South
    9 Gammon Ave
    Atlanta,GA30315     		No relationship PC General Support 375,500
    Propel Nonprofits-Twin Cities Theatres of Color Co
    1 SE Main Street Suite 600
    Minneapolis,MN55414     		No relationship PC General Support 200,000
    Public Advocates Inc
    131 Steuart Street Suite 300
    San Francisco,CA94105     		No relationship PC General Support 50,000
    Puente Human Rights Movement
    1937 W Adams Street
    Phoenix,AZ85009     		No relationship PC General Support 50,000
    Quail Valley Charities Inc
    2345 Highway A1A
    Vero Beach,FL32963     		No relationship PC General Support 5,000
    Race Forward
    145 East 57Th Street Fourth Floor
    New York,NY10022     		No relationship PC General Support 575,000
    Realize Impact-Mission Driven Finance
    271 Winslow Way E
    Bainbridge Island,WA98110     		No relationship PC General Support 150,000
    Regents of the University of California at Berkele
    2150 Shattuck Avenue Suite 300
    Berkeley,CA94704     		No relationship PC General Support 410,000
    Repair the World
    PO Box 2015
    New York,NY10101     		No relationship PC General Support 500
    Right to the City Alliance Inc
    388 Atlantic Avenue
    New York,NY11217     		No relationship PC General Support 400,000
    Rockefeller Family Fund-Just Transition Fund
    475 Riverside Drive Suite 900
    New York,NY10115     		No relationship PC General Support 75,000
    Rockefeller Philanthropy Advisors-Grantmakers for
    6 W 48th St 10th Floor
    New York,NY10036     		No relationship PC General Support 250,000
    Ron Brown Scholar Program
    485 Hillsdale Drive Suite 206
    Charlottesville,VA22901     		No relationship PC General Support 1,500
    Rutgers University Foundation
    33 knightsburdge 2nd Fl East
    Piscataway,NJ08854     		No relationship PC General Support 100,000
    Rutgers University Foundation-Rutgers Center for U
    7 College Ave Winants Hall
    New Brunswick,NJ08901     		No relationship PC General Support 235,000
    SOUL Sisters Leadership Collective
    1951 NW 7th Ave
    Miami,FL33136     		No relationship PC General Support 50,000
    Safe Passage Project Corporation
    185 West Broadway
    New York,NY10013     		No relationship PC General Support 50,000
    Safe Passages - Advance Peace
    250 Frank H Ogawa Plaza Ste 6306
    Oakland,CA94612     		No relationship PC General Support 50,000
    Safe Place International
    800 Lovell Ave
    Mill Valley,CA94941     		No relationship PC General Support 10,000
    Sandy Hook Promise
    PO Box 3489
    Newtown,CT06470     		No relationship PC General Support 5,000
    Scholarship Fund of Alexandria
    3330 King Street
    Alexandria,VA22302     		No relationship PC General Support 6,000
    School Justice Project
    1805 7th Street NW
    Washington,DC20001     		No relationship PC General Support 50,000
    Seattle Parks Foundation
    PO Box 3541
    Seattle,WA98124     		No relationship PC General Support 150,000
    Senior Community Services
    10201 Wayzata Blvd 33
    Hopkins,MN55305     		No relationship PC General Support 5,000
    Sexual Minority Youth Assistance League
    410 7th Street SE
    Washington,DC20003     		No relationship PC General Support 10,000
    Shadhika Project Inc
    1031 33rd Street
    Denver,CO80205     		No relationship PC General Support 1,125
    Shakespeare & Company
    70 Kemble Street
    Lenox,MA01240     		No relationship PC General Support 1,000
    Silicon Valley Community Foundation
    2440 West El Camino Real
    Mountain View,CA94040     		No relationship PC General Support 500,000
    Silver Lining Mentoring
    727 Atlantic Ave 3rd Floor
    Boston,MA02111     		No relationship PC General Support 75,000
    Smithsonian Institution-National Museum of African
    600 Maryland Dr SW
    Washington,DC20024     		No relationship PC General Support 10,000
    Social and Environmental Entrepreneurs - Building
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No relationship PC General Support 370,000
    Social Good Fund - The Curve Foundation
    12651 San Pablo Ave
    Richmond,CA94805     		No relationship PC General Support 25,000
    Social Innovation Forum
    2 Oliver Street Suite 802
    Boston,MA02109     		No relationship PC General Support 2,000
    Sojourner Project
    PO Box 272
    Hopkins,MN55343     		No relationship PC General Support 5,000
    Solidaire Network
    1423 Broadway 314
    Oakland,CA94612     		No relationship PC General Support 543,000
    Southwest Folklife Alliance
    PO Box 42044
    Tucson,AZ85733     		No relationship PC General Support 350,000
    Southwest Georgia Project For Community Education
    1216 Dawson Road Suite 108
    Albany,NY31707     		No relationship PC General Support 125,000
    SouthWest Organizing Project
    211 10th St SW
    Albuquerque,NM87102     		No relationship PC General Support 50,000
    St Mary's RC Church
    1300 Northern Blvd
    Manhasset,NY11030     		No relationship PC General Support 2,500
    St Paul's School
    325 Pleasant Street
    Concord,NH03301     		No relationship PC General Support 13,130
    Stand Up Nashville
    PO Box 292583
    Nashville,TN37229     		No relationship PC General Support 50,000
    Storyline Inc
    1296 Willoughby Avenue
    Brooklyn,NY11237     		No relationship PC General Support 50,000
    Strategic Actions for a Just Economy
    152 West 32nd Street
    Los Angeles,CA90007     		No relationship PC General Support 75,000
    Sustainable Economies Law Center - East Bay Perman
    1428 Franklin Street
    Oakland,CA94612     		No relationship PC General Support 250,000
    Sweet Water Foundation
    5749 S Perry Avenue
    Chicago,IL60621     		No relationship PC General Support 200,000
    Talk Tech Foundation
    447 Broadway 2nd FL 514
    New York,NY10013     		No relationship PC General Support 75,000
    Taller Salud Inc
    PR-187 Km 242 Parcelas Vieques Me
    Loiza,PR00772     		No relationship PC General Support 70,000
    Technology Association of Grantmakers
    200 W Madison Street
    Chicago,IL60606     		No relationship PC General Support 5,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No relationship PC General Support 75,000
    Texas Organizing Project Education Fund
    700 S Zaramora Suite 212
    San Antonio,TX78207     		No relationship PC General Support 200,000
    The Center for Cultural Power
    1330 Broadway 3rd Floor
    Oakland,CA94612     		No relationship PC General Support 500,000
    The Communications Network
    1717 North Naper Blvd
    Naperville,IL60563     		No relationship PC General Support 40,000
    The Conservation Fund
    1655 N Fort Myer Drive Suite 1300
    Arlington,VA22209     		No relationship PC General Support 150,000
    The Equity Alliance
    PO Box 331821
    Nashville,TN37203     		No relationship PC General Support 50,000
    The Forum for Youth Investment
    7064 Eastern Avenue NW
    Washington,DC20012     		No relationship PC General Support 75,000
    The Funders Network
    6705 SW 57th Ave
    Coral Gables,FL33143     		No relationship PC General Support 395,000
    The Investment Integration Project
    PO Box 190
    Brookline,MA02446     		No relationship PC General Support 200,000
    The Lenfest Institute for Journalism Special Asset
    801 Market Street Suite 300
    Philadelphia,PA19107     		No relationship PC General Support 100,000
    The Lighthouse Black Girl Project
    PO Box 607
    Jackson,MS39205     		No relationship PC General Support 50,000
    The New York Women's Foundation
    39 Broadway 23 Fl
    New York,NY10006     		No relationship PC General Support 100,000
    The Partnership for Working Families
    1305 Franklin St
    Oakland,CA94612     		No relationship PC General Support 300,000
    THE POINT Community Development Corporation
    940 Garrison Ave
    Bronx,NY10474     		No relationship PC General Support 125,000
    The Praxis Project-National Black Food and Justice
    7731 Alaska Ave NW
    Washington,DC20012     		No relationship PC General Support 200,000
    The RYSE Center
    205 41st Street
    Richmond,VA94805     		No relationship PC General Support 5,000
    The Sentencing Project
    1705 DeSales St NW
    Washington,DC20036     		No relationship PC General Support 75,000
    The Solutions Project
    4096 Piedmont Ave 728
    Oakland,CA94609     		No relationship PC General Support 150,000
    The US Climate Action Network
    1367 Connecticut Avenue NW
    Washington,DC20036     		No relationship PC General Support 100,000
    The Village of Arts and Humanities
    2544 Germantown Avenue
    Philadelphia,PA19133     		No relationship PC General Support 200,000
    Third Sector New England Inc - Building Movement
    89 South Street Suite 700
    Boston,MA02111     		No relationship PC General Support 275,000
    Threewalls
    2738 West North Avenue
    Chicago,IL60647     		No relationship PC General Support 400,000
    Tides Center - Dream Defenders
    PO Box 399385
    San Francisco,CA94139     		No relationship PC General Support 577,000
    Tides Foundation - Mass Liberation Fund
    PO Box 29903 The Presidio
    San Francisco,CA94129     		No relationship PC General Support 125,000
    Transform Finance (formerly sponsored by National
    420 5th Avenue 19th FL
    New York,NY10018     		No relationship PC General Support 185,000
    Transgender Law Center
    PO Box 70976
    Oakland,CA94612     		No relationship PC General Support 75,000
    Transgender Legal Defense & Education Fund
    520 8th Avenue Suite 2204
    New York,NY10018     		No relationship PC General Support 4,715
    Triangle Club
    1644 Beekman Place NW Apt B
    Washington,DC20009     		No relationship PC General Support 10,000
    Triple Canopy
    264 Canal St 3W
    New York,NY10013     		No relationship PC General Support 500
    Trustees of University of Pennsylvania
    3451 Walnut Street P221 Franklin B
    Philadelphia,PA19104     		No relationship PC General Support 1,500
    Tunnel to Towers Foundation
    2361 Hyland Boulevard
    Staten Island,NY10306     		No relationship PC General Support 5,000
    Twenty Paws Rescue
    PO Box 245007
    Brooklyn,NY11224     		No relationship PC General Support 3,500
    Upper Valley Haven
    713 Hartford Avenue
    White River Junction,VT05001     		No relationship PC General Support 5,000
    Upper Valley Land Trust
    19 Buck Road
    Hanover,NH03755     		No relationship PC General Support 10,000
    Urban Manufacturing Alliance
    608 Henry Street 1
    Brooklyn,NY11231     		No relationship PC General Support 75,000
    UTEC (United Teen Equality Center Inc)
    15 Warren Street 3
    Lowell,MA01852     		No relationship PC General Support 10,000
    Vera Institute of Justice
    34 35th Street 4-2A
    Brooklyn,NY11232     		No relationship PC General Support 106,000
    Verde
    7001 NE Columbia Blvd
    Portland,OR97218     		No relationship PC General Support 50,000
    Vermont Institute of Natural Science
    PO Box 1281 6565 Woodstock Road
    Quechee,VT05059     		No relationship PC General Support 5,000
    Vermont Public Radio
    365 Troy Avenue
    Colchester,VT05446     		No relationship PC General Support 5,000
    Vickie Belk Scholarship Foundation
    3408 King Street
    Alexandria,VA22302     		No relationship PC General Support 5,000
    Villanova Soccer Academy
    899 Black Rock Road
    Gladwyne,PA19035     		No relationship PC General Support 6,700
    Visual Arts Research and Resource Center Relating
    1825 Park Avenue
    New York,NY10035     		No relationship PC General Support 500
    Voice of Calvary Ministries - Cooperative Communit
    531 W Capital Street
    Jackson,MS39203     		No relationship PC General Support 50,000
    Washington Area Community Investment Fund
    2021 Rhode Island Ave NE
    Washington,DC20018     		No relationship PC General Support 50,000
    wayOUT LGBT Foundation - NYC Chapter
    314 E 9th St Apt 14
    New York,NY10003     		No relationship PC General Support 41,000
    We Are All Educators Org
    128 18TH St Se Apt 1
    Washington,DC20003     		No relationship PC General Support 8,000
    Wesleyan University
    318 High Street
    Middletown,CT06459     		No relationship PC General Support 25,000
    West Harlem Environmental Action Inc
    271 West 125th Street
    New York,NY10027     		No relationship PC General Support 5,495
    Westchester Choral Society
    216 Central Avenue
    White Plains,NY10606     		No relationship PC General Support 2,000
    Wildlife Conservation Society
    2300 Southern Blvd
    Bronx,NY10460     		No relationship PC General Support 1,000
    Women's Foundation of Minnesota
    105 5th Avenue South Suite 300
    Minneapolis,MN55401     		No relationship PC General Support 5,000
    World Central Kitchen
    200 Massachusetts Ave NW 7th floor
    Washington,DC20001     		No relationship PC General Support 15,000
    Yale Alumni Nonprofit Alliance Inc
    607 W END AVE
    New York,NY10024     		No relationship PC General Support 780
    Yale University School of Forestry and Environment
    195 Prospect Street
    New Haven,CT06511     		No relationship PC General Support 3,000
    YES Media
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110     		No relationship PC General Support 175,000
    Young Men of Honor
    2245 Vicksburg Dr
    Savannah,GA31404     		No relationship PC General Support 10,000
    Young New Yorkers Inc
    30 3rd Ave Suite 103
    Brooklyn,NY11217     		No relationship PC General Support 5,000
    Young Women's Freedom Center
    832 Folsom Street
    San Francisco,CA94107     		No relationship PC General Support 60,000
    Youth Empowerment Project
    1600 Oretha Castle Haley Boulevard
    New Orleans,LA70113     		No relationship PC General Support 75,000
    Youth Law Center
    832 Folsom Street Suite 700
    San Francisco,CA94107     		No relationship PC General Support 50,000
    Youth Sentencing & Reentry Project
    123 South Broad Street
    Philadelphia,PA19109     		No relationship PC General Support 75,000
    Total .................................bullet 3a 45,605,260
    bApproved for future payment
    2164
    445 Park Avenue Suite 16A
    New York,NY10022     		No relationship PC General support 50,000
    60 Decibels
    205 E 42nd Street
    New York,NY10025     		No relationship PF General support 50,000
    Action Center on Race and the Economy Institute
    1901 West Carroll Avenue 3rd Floor
    Chicago,IL60612     		No relationship PC General support 100,000
    ALIGN the Alliance for a Greater New York
    50 Broadway 29th Fl
    New York,NY10004     		No relationship PC General support 200,000
    Asian Pacific Environmental Network
    426 17th Street Suite 500
    Oakland,CA94612     		No relationship PC General support 150,000
    Aspen Institute
    2300 N Street NW
    Washington,DC20037     		No relationship PC General support 350,000
    Association for Enterprise Opportunity
    1310 L Street NW Suite 830
    Washington,DC20005     		No relationship PC General support 200,000
    Association of Black Foundation Executives Inc
    42 Broadway
    New York,NY10004     		No relationship PC General support 100,000
    Bend the Arc - A Jewish Partnership for Justice
    330 Seventh Avenue 19th Floor
    New York,NY10001     		No relationship PC General support 850,000
    Black Farmer Fund
    2161 Prospect Ave
    Bronx,NY10457     		No relationship PC General support 125,000
    Campaign for the Fair Sentencing of Youth
    1319 F St NW
    Washington,DC20004     		No relationship PC General support 90,000
    Center for Economic Democracy
    434 Massachusetts Avenue
    Boston,MA02118     		No relationship PC General support 350,000
    Center for Effective Philanthropy
    675 Massachusetts Avenue 7th Floor
    Cambridge,MA02139     		No relationship PC General support 25,000
    Chapin Hall at The University of Chicago
    1313 East 60th Street
    Chicago,IL60616     		No relationship PC General support 50,000
    Chinese Progressive Association - Black Futures La
    1042 Grant Ave 5th Floor
    San Francisco,CA94133     		No relationship PC General support 200,000
    Coalition for Juvenile Justice
    1319 F Street NW Suite 402
    Washintgon,DC20004     		No relationship PC General support 50,000
    ColorOfChangeorg Education Fund
    1714 Franklin St Ste 100-136
    Oakland,CA94612     		No relationship PC General support 250,000
    Common Counsel Foundation
    1624 Franklin Street
    Oakland,CA94612     		No relationship PC General support 1,750,000
    Common Justice
    540 Atlantic Avenue 4th Floor
    Brooklyn,NY11217     		No relationship PC General support 65,000
    Communities United
    1742 N Natchez
    Chicago,IL60707     		No relationship PC General support 75,000
    Communities United for Restorative Youth Justice
    4749 N Kedzie
    Chicago,IL60625     		No relationship PC General support 50,000
    Community Labor United
    8 Beacon Street 5th Floor
    Boston,MA02108     		No relationship PC General support 200,000
    Community LIFT
    119 S Court Suite 100
    Memphis,TN38103     		No relationship PC General support 360,000
    Confluence Philanthropy
    436 14th Street Suite 900
    Oakland,CA94612     		No relationship PC General support 50,000
    Corbin Hill Food Project
    475 Riverside Drive Suite 244
    New York,NY10015     		No relationship PC General support 100,000
    Designing Justice Designing Spaces
    1423 Broadway
    Oakland,CA94612     		No relationship PC General support 350,000
    Economic Policy Institute
    1225 Eye St NW Suite 600
    Washington,DC20005     		No relationship PC General support 1,125,000
    Emerald Cities Collaborative Inc
    1140 Connecticut Ave NW Suite 121
    Washington,DC20036     		No relationship PC General support 100,000
    Environmental Health Coalition
    2727 Hoover Avenue
    National City,CA91950     		No relationship PC General support 300,000
    Family Values at Work A Multi-State Consortium
    207 E Buffalo St Suite 211
    Milwaukee,WI53202     		No relationship PC General support 1,000,000
    Foundation for Louisiana
    4354 S Sherwood Forest Blvd
    Baton Rouge,LA70816     		No relationship PC General support 225,000
    Fractured Atlas Productions Inc - GRX Immersive
    248 West 35th Street
    New York,NY10001     		No relationship PC General support 400,000
    Funders for Lesbian and Gay Issues Inc
    45 West 36th Street 8th Floor
    New York,NY10018     		No relationship PC General support 65,000
    Global Impact Investing Network
    1 Battery Park Plaza
    New York,NY10004     		No relationship PC General support 50,000
    Good Old Lower East Side Inc
    173 Avenue B
    New York,NY10009     		No relationship PC General support 90,000
    Grantmakers Concerned with Immigrants & Refugees
    P O BOX 2178
    Petaluma,CA94953     		No relationship PC General support 50,000
    Grantmakers in the Arts
    522 Courtlandt Avenue
    Bronx,NY10451     		No relationship PC General support 500,000
    Grassroots Global Justice-It Takes Roots
    2000 14th St NW Ste 104 73768
    Washington,MD20056     		No relationship PC General support 175,000
    Greater Jackson Arts Council - City of Jackson (fo
    201 East Pascagoula Street Suite 1
    Jackson,MS39201     		No relationship PC General support 400,000
    Greater Milwaukee Committee for Community Developm
    247 Freshwater Way Suite 400
    Milwaukee,WI53204     		No relationship PC General support 225,000
    Greater New Orleans Foundation
    919 St Charles Avenue
    New Orleans,LA70130     		No relationship PC General support 175,000
    Groundswell Fund
    548 Market Street 49734
    San Francisco,CA94104     		No relationship PC General support 1,200,000
    Highlander Research & Education Center Inc
    1959 Highlander Way
    New Market,TN37820     		No relationship PC General support 1,025,000
    Impact Capital Managers Institute Inc
    200 N Mangum Street Suite 203
    Durham,NC27701     		No relationship PC General support 50,000
    Indigenous Environmental NetworkIndigenous Educat
    PO Box 485
    Bemidji,MN56619     		No relationship PC General support 100,000
    Innovation Network Inc-Center for Evaluation Inn
    156 Grover Lane
    Tamworth,NH03886     		No relationship PC General support 12,500
    Inquiring Systems Inc - Southeast African Americ
    101 Brookwood Ave
    Santa Rosa,CA95404     		No relationship PC General support 200,000
    International Economic Development Council
    1275 K St NW
    District of Columbia,DC20005     		No relationship PC General support 50,000
    Interreligious Foundation for Community Organizati
    418 West 145th
    New York,NY10031     		No relationship PC General support 100,000
    Ironbound Community Corporation
    317 Elm St
    Newark,NJ07105     		No relationship PC General support 300,000
    Jobs to Move America
    525 Hewitt Street
    Los Angeles,CA90013     		No relationship PC General support 500,000
    Jobs with Justice Education Fund
    1616 P Street NW Suite 150
    Washington,DC20036     		No relationship PC General support 325,000
    Justice Funders
    436 14th Street Suite 700
    Oakland,CA94612     		No relationship PC General support 200,000
    Juvenile Law Center
    1315 Walnut Street Suite 400
    Philadelphia,PA19107     		No relationship PC General support 100,000
    Katal Center for Health Equity and Justice
    147 Prince St
    Brooklyn,NY11201     		No relationship PC General support 50,000
    Kentucky Coalition Inc
    PO Box 1450
    London,KY40743     		No relationship PC General support 300,000
    Kids Rethink New Orleans Schools
    2020 OC Haley BLVD
    New Orleans,LA70113     		No relationship PC General support 60,000
    Latino Business Action Network
    297 Commercial Street
    San Jose,CA95112     		No relationship PC General support 220,000
    Living Cities - Activest
    1040 Avenue of the Americas 17th F
    New York,NY10018     		No relationship PC General support 165,000
    Local Progress Policy Institute (previously sponso
    1730 M Street Suite 1115
    Washington,DC20036     		No relationship PC General support 250,000
    Louisiana Center for Children's Rights
    1100-B Milton Street
    New Orleans,LA70122     		No relationship PC General support 80,000
    Massachusetts College of Art and Design Foundation
    621 Huntington Avenue
    Boston,MA02446     		No relationship PC General support 400,000
    Mission Investors Exchange
    417 Fifth Avenue 8th Floor
    New York City,NY10036     		No relationship PC General support 100,000
    MORTAR Cincinnati
    1329 Vine Street
    Cincinnati,OH45202     		No relationship PC General support 100,000
    Movement Strategy Center-Just Community Energy Tra
    436 14th St 5th floor
    Oakland,CA94612     		No relationship PC General support 350,000
    MuckRock - MLK50 Justice Through Journalism
    411 A Highland Ave
    Somerville,MA02144     		No relationship PC General support 175,000
    Multiplier - New York Energy Democracy Alliance
    548 Market St
    San Francisco,CA94104     		No relationship PC General support 200,000
    National Association of Latino Arts and Cultures (
    1208 Buena Vista
    San Antonio,TX78207     		No relationship PC General support 400,000
    National Economic and Social Rights Initiative (NE
    90 John Street Suite 501
    New York,NY10038     		No relationship PC General support 75,000
    National Employment Law Project
    90 Broad Street Suite 1100
    New York,NY10004     		No relationship PC General support 250,000
    National Immigration Law Center
    3435 Wilshire Boulevard Ste 2850
    Los Angeles,CA90010     		No relationship PC General support 50,000
    National Juvenile Justice Network
    1424 K Street NW
    Washington,DC20005     		No relationship PC General support 75,000
    National Network for Youth
    741 8th Street SE
    Washington,DC20003     		No relationship PC General support 50,000
    Native Americans in Philanthropy
    1000 N Alameda St
    Los Angeles,CA90012     		No relationship PC General support 150,000
    Neighborhood Funders Group-Labor Innovations for t
    300 Frank H Ogawa Plaza
    Oakland,CA94612     		No relationship PF General support 200,000
    NEO Philanthropy Inc - Youth Engagement Fund
    45 W 36th Street 6th Floor
    New York,NY10018     		No relationship PC General support 375,000
    New Economy Coalition
    PO Box 390503
    Cambridge,MA02139     		No relationship PC General support 150,000
    New Growth Innovation Network
    30 West Monroe Street Suite 510
    Chicago,IL60603     		No relationship PC General support 140,000
    New Jersey League of Conservation Voters Education
    PO BOX 1237
    Trenton,NJ08607     		No relationship PC General support 300,000
    New Venture Fund - AAPI Civic Engagement Fund
    1828 L Street NW
    Washington,DC20036     		No relationship PC General support 670,000
    New York City Environmental Justice Alliance
    462 36th St 3F
    Brooklyn,NY11232     		No relationship PC General support 150,000
    New York Community Trust
    909 Third Avenue 22nd Floor
    New York,NY10022     		No relationship PC General support 150,000
    New York Foundation - Neighborhoods First Fund
    150 West 30th Street 14th FL
    New York,NY10001     		No relationship PC General support 325,000
    Next City
    100 South Broad Street Suite 730
    Philadelphia,PA19110     		No relationship PC General support 175,000
    North Carolina Association of Black Lawyer Land Lo
    PO Box 179
    Durham,NC22702     		No relationship PC General support 125,000
    North Star Fund
    520 Eighth Avenue Suite 1800
    New York,NY10018     		No relationship PC General support 125,000
    Northwest Bronx Community & Clergy Coalition
    103 E 196th Street
    Bronx,NY10462     		No relationship PC General support 100,000
    One Voice Inc
    1072 JR Lynch Street
    Jackson,MS39203     		No relationship PC General support 125,000
    Opportunity Finance Network
    123 S Broad Street Suite 1930
    Philadelphia,PA19109     		No relationship PC General support 125,000
    OTV Open Television
    3255 N Broadway St
    Chicago,IL60640     		No relationship PC General support 100,000
    Partnership for Southern Equity
    55 Ivan Allen Jr Blvd NW Suite 5
    Atlanta,GA30308     		No relationship PC General support 350,000
    People United for Sustainable Housing Inc
    429 Plymouth Ave Suite 1
    Buffalo,NY14213     		No relationship PC General support 150,000
    People's Action Institute
    810 N Milwaukee Ave
    Chicago,IL60642     		No relationship PC General support 200,000
    Philanthropy New York - NYC Small Business Funder
    320 East 43rd Street
    New York,NY10017     		No relationship PC General support 200,000
    Pie Ranch
    2080 Cabrillo Hwy
    Pescadero,CA94060     		No relationship PC General support 50,000
    PolicyLink
    1438 Webster St
    Oakland,CA94612     		No relationship PC General support 500,000
    President and Fellows of Harvard College
    124 Mount Auburn Street
    Cambridge,MA02138     		No relationship PC General support 100,000
    Project South
    9 Gammon Ave
    Atlanta,GA30315     		No relationship PC General support 875,000
    Public Advocates Inc
    131 Steuart Street Suite 300
    San Francisco,CA94105     		No relationship PC General support 300,000
    Puente Human Rights Movement
    1937 W Adams Street
    Phoenix,AZ85009     		No relationship PC General support 50,000
    Race Forward
    145 East 57Th Street Fourth Floor
    New York,NY10022     		No relationship PC General support 575,000
    Right to the City Alliance Inc
    388 Atlantic Avenue
    New York,NY11217     		No relationship PC General support 2,000,000
    Rockefeller Philanthropy Advisors-Grantmakers for
    6 W 48th St 10th Floor
    New York,NY10036     		No relationship PC General support 250,000
    Rutgers University Foundation
    33 knightsburdge 2nd Fl East
    Piscataway,NJ08854     		No relationship PC General support 100,000
    SOUL Sisters Leadership Collective
    1951 NW 7th Ave
    Miami,FL33136     		No relationship PC General support 100,000
    Safe Passage Project Corporation
    185 West Broadway
    New York,NY10013     		No relationship PC General support 50,000
    Safe Passages - Advance Peace
    250 Frank H Ogawa Plaza Ste 6306
    Oakland,CA94612     		No relationship PC General support 50,000
    Social and Environmental Entrepreneurs - Building
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		No relationship PC General support 325,000
    Social Good Fund - The Curve Foundation
    12651 San Pablo Ave
    Richmond,CA94805     		No relationship PC General support 75,000
    Social Science Research Council
    One Pierrepont Plaza
    Brooklyn,NY11201     		No relationship PC General support 500,000
    Stand Up Nashville
    PO Box 292583
    Nashville,TN37229     		No relationship PC General support 50,000
    Strategic Actions for a Just Economy
    152 West 32nd Street
    Los Angeles,CA90007     		No relationship PC General support 150,000
    Techsoup Global
    435 Brannan St Suite 100
    San Francisco,CA94107     		No relationship PC General support 100,000
    Texas Organizing Project Education Fund
    700 S Zaramora Suite 212
    San Antonio,TX78207     		No relationship PC General support 200,000
    The Conservation Fund
    1655 N Fort Myer Drive Suite 1300
    Arlington,VA22209     		No relationship PC General support 250,000
    The Equity Alliance
    PO Box 331821
    Nashville,TN37203     		No relationship PC General support 50,000
    The Funders Network (formerly Funders' Network for
    6705 SW 57th Ave
    Coral Gables,FL33143     		No relationship PC General support 100,000
    The Investment Integration Project
    PO Box 190
    Brookline,MA02446     		No relationship PC General support 50,000
    The Lighthouse Black Girl Project
    PO Box 607
    Jackson,MS39205     		No relationship PC General support 50,000
    The Partnership for Working Families
    1305 Franklin St
    Oakland,CA94612     		No relationship PC General support 300,000
    The Sentencing Project
    1705 DeSales St NW
    Washington,DC20036     		No relationship PC General support 75,000
    The US Climate Action Network
    1367 Connecticut Avenue NW
    Washington,DC20036     		No relationship PC General support 100,000
    Third Sector New England Inc - Building Movement
    89 South Street Suite 700
    Boston,MA02111     		No relationship PC General support 200,000
    Tides Center - Dream Defenders
    PO Box 399385
    San Francisco,CA94139     		No relationship PC General support 425,000
    Tides Foundation - NY Renews Education Fund
    PO Box 29903 The Presidio
    San Francisco,CA94129     		No relationship PC General support 150,000
    Transgender Law Center
    PO Box 70976
    Oakland,CA94612     		No relationship PC General support 75,000
    Urban Manufacturing Alliance
    608 Henry Street 1
    Brooklyn,NY11231     		No relationship PC General support 75,000
    Verde
    7001 NE Columbia Blvd
    Portland,OR97218     		No relationship PC General support 50,000
    Washington Area Community Investment Fund
    2021 Rhode Island Ave NE
    Washington,DC20018     		No relationship PC General support 200,000
    YES Media
    284 Madrona Way NE Unit 116
    Bainbridge Island,WA98110     		No relationship PC General support 175,000
    Young Women's Freedom Center
    832 Folsom Street
    San Francisco,CA94107     		No relationship PC General support 100,000
    Youth Sentencing & Reentry Project
    123 South Broad Street
    Philadelphia,PA19109     		No relationship PC General support 75,000
    Zebras UniteOrg
    810 NW Marshall St Ste 300
    Portland,OR97209     		No relationship PC General support 250,000
    Total .................................bullet 3b 32,117,500
    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 ...........     		    14 227,494  
    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 ............     		    18 20,833,681  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		525990 152,002 18 26,018,664  
    bOTHER INCOME 900099   14 -1,561  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 152,002 50,748,055  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    50,900,057
    (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:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & TAX PREP 153,550 27,500   126,050

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount
    SEE GENERAL EXPLANATION ATTACHMENT 2,693,337

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

    TY 2021 DepreciationSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE &FIXT. 2009-01-01 419,237 280,600 SL 5 83,848      
    LEASEHOLD IMPRV. 2009-01-01 2,243,364 515,109 SL 11 136,696      
    EQUIPMENT 2009-01-01 65,860 37,356 SL 5 12,663      
    ART WORK 2009-01-01 84,400 84,400 SL 5 0      

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Neighborhood Funders Group
          		150 W 30TH STREET SUITE 1401
    NEW YORK,NY10001     		2021-08-01 650,000 TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. 325,000 NO 2/28/22, 7/31/22, 2/28/23, 7/31/23, 2/29/24, 8/31/24 2023-03-14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
    60 DECIBELS
          		205 E 42ND STREET
    NEW YORK,NY10025     		2021-04-01 150,000 to help orgs. understand & prioritize the biggest concern facing people & to design solutions. 30,000 NO 2/28/22, 2/28/23, 2/29/24, 4/30/24 2023-03-14 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

    TY 2021 GeneralExplanationAttachment
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Identifier Return Reference Explanation
    PART VIII-B, LINE 1: PART VIII-B, LINE 1: SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in IMPACT AMERICA FUND I, LP., A DELAWARE LIMITED PARTNERSHIP. IMPACT AMERICA FUND I, LP makes early-stage investments in tech-driven businesses that create new frameworks of ownership and opportunity within marginalized communities. IMPACT AMERICA ALSO helps its founders get traction with institutional investors, who often don't have the expertise or lived experience in these communities to appreciate the huge opportunities at hand. Impact America knows that investing in social impact does not require sacrificing on financial returns.
    PART VIII-B, LINE 2: PART VIII-B, LINE 2: SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in IMPACT ENGINE PRIVATE EQUITY FUND, LP A DELAWARE PARTNERSHIP. Impact Engine is a Chicago-based, woman-owned and led firm founded in 2012 as an accelerator for social entrepreneurs. In 2015, the firm decided to move away from the accelerator model and towards venture capital in order to increase its impact. Fund I will seek to help catalyze the impact investing ecosystem within the private equity realm, investing in and actively engaging with firms and companies to intentionally scale both impact and profit.
    PART VIII-B, LINE 3: PART VIII-B, LINE 3: SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) INVESTMENT IN ILLUMEN..................................$ 455,976. b) INVESTMENT IN PRECURSOR................................$ 417,646. c) INVESTMENT IN VAMOS VENTURES...........................$ 374,530. D) INVESTMENT IN AVESTA...................................$ 235,423. e) INVESTMENT IN LIVING CITIES............................$ 224,935. f) INVESTMENT IN IMPACT AMERICA II........................$ 177,427. g) INVESTMENT IN 1863 VENTURES............................$ 37,400. h) Precursor - Reclass to Program Related Investment......$ 770,000. Total.....................................................$2,693,337.
    PART XIV, LINE 3B: PART XIV, LINE 3B: Grants and contributions approved for future payment: The difference of $1,414,561 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($30,702,939) and what they reported on the schedule of grants and contributions approved for future payment on Part XIV, Line 3b ($32,117,500) is attributable to a present value discount at 5% under generally accepted accounting principles ("GAAP").

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Name of Stock End of Year Book Value End of Year Fair Market Value
    10X GENOMICS INC. CLASS A 209,281 209,281
    ADR SEA LIMITED 718,076 718,076
    AIRBNB INC. CLASS A 291,470 291,470
    ALIGN TECHNOLOGY INC. 290,631 290,631
    ATLASSIAN CORPORATION PLC 756,534 756,534
    AMAZON INC. 1,132,199 1,132,199
    AMERISAFE INC. 298,537 298,537
    AMN HEALTHCARE SVCS INC. 269,887 269,887
    ARES CAPITAL CORPORATION 268,591 268,591
    BLOCK, INC. 725,412 725,412
    BLOOM ENERGY CORPORATION CLASS 197,835 197,835
    BRAZE, INC. 251,364 251,364
    C3 AI INC. CLASS A 55,456 55,456
    CHARTERMUNICATIONS INC. NEW CL 369,202 369,202
    CLOUDFLARE, INC. 338,363 338,363
    COGNYTE SOFTWARE LTD NPV WI 110,521 110,521
    COSTAR GROUP INC. 658,711 658,711
    DATADOG, INC. 244,195 244,195
    DRAFTKINGS INC. 281,158 281,158
    DEXCOM INC. 903,602 903,602
    DOORDASH, INC. 273,685 273,685
    DOXIMITY, INC. 6,787,010 6,787,010
    EDWARDS LIFESCIENCES CORP 508,351 508,351
    ELEMENT SOLUTION INC. 478,731 478,731
    ENERSYS 450,749 450,749
    EVOQUA WATER TECHNOLOGIES CORP 471,558 471,558
    FIRSTCASH HOLDINGS, INC 472,668 472,668
    FIVERR INTERNATIONAL LTD 72,735 72,735
    FLOOR & DECOR HLDGS INC. CLASS 338,347 338,347
    FRONTDOOR INC. 382,029 382,029
    GARRETT MOTION INC. 372,045 372,045
    GUANGDONG INVT LTD 88,905 88,905
    HOWARD HUGHES CORP STOCK 313,711 313,711
    HURON CONSULTING GROUP INC. ST 4,419 4,419
    INTUIT 648,310 648,310
    KEMPER CORP DEL 282,466 282,466
    KFORCE INC. 610,026 610,026
    LAM RESEARCH CORPORATION 303,419 303,419
    LUMINAR TECHNOLOGIES, INC. 66,499 66,499
    MARRIOTT VACATIONS WORLDWIDE C 341,047 341,047
    MATCH GROUP INC. NEW 625,189 625,189
    META PLATFORMS INC. 327,338 327,338
    MSC INDL DIRECT INC. CLASS A 383,437 383,437
    NETFLIX INC. STK 315,116 315,116
    NV5 GLOBAL, INC. 393,998 393,998
    NVIDIA CORPORATION 286,657 286,657
    ONESPAWORLD HOLDINGS LIMITED 358,572 358,572
    PMV PHARMACEUTICALS INC. 123,077 123,077
    RINGCENTRAL INC. CLASS A 354,271 354,271
    RUSH ENTERPRISES INC. CLASS A 480,409 480,409
    SAREPTA THERAPEUTICS INC. 359,808 359,808
    SERVICENOW, INC. 1,463,651 1,463,651
    SHOPIFY INC. CLASS A SHOPIFY I 396,748 396,748
    SNOWFLAKE INC. CLASS A 470,996 470,996
    TELADOC HEALTH INC. 921,976 921,976
    THE REALREAL INC. 77,085 77,085
    THERMON GROUP HLDGS INC. 246,156 246,156
    THREDUP INC. 23,888 23,888
    TREEHOUSE FOODS, INC. 524,214 524,214
    TWILIO INC. CLASS A 245,312 245,312
    UBER TECHNOLOGIES, INC. 492,820 492,820
    UNIFIRST CORP MASS 256,548 256,548
    UPLAND SOFTWARE INC. 308,695 308,695
    VERTIV HOLDINGS CO 444,702 444,702
    VIASAT INC. 345,813 345,813
    VISA INC. CLASS A STK 1,549,521 1,549,521
    WARNER MUSIC GROUP CORP CLASS 366,935 366,935
    WESCO INTL INC. 937,125 937,125
    ZEBRA TECHNOLOGIES CORP CLASS 651,393 651,393

    TY 2021 InvestmentsOtherSchedule2
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MFO DFA EMERGING MARKETS VALUE FMV 10,399,882 10,399,882
    HARDING LOEVNER FUNDS, INC. IN FMV 10,961,979 10,961,979
    SILCHESTER INTERNATIONAL VALUE FMV 28,144,919 28,144,919
    NTGI-QM COMMON DAILY S&P 500 E FMV 549 549
    SSGA U.S GOVT CREDIT BOND INDE FMV 44,250,456 44,250,456
    PALMER SQUARE INCOME PLUS FUND FMV 34,703,887 34,703,887
    4D GLOBAL ENERGY INVESTMENTS P FMV 299,479 299,479
    AACP TAX-EXEMPT INVESTORS IV, FMV 7,037,517 7,037,517
    AACP TAX-EXEMPT INVESTORS V LP FMV 5,767,808 5,767,808
    ABRY ADVANCED SECURITIES FUND FMV 1,491,428 1,491,428
    ABRY HERITAGE PARTNERS (CAYMAN FMV 146,134 146,134
    ABRY HERITAGE PARTNERS, LP FMV 691,407 691,407
    ABRY PARTNERS IX, LP FMV 4,670,612 4,670,612
    ABRY PARTNERS VII LP FMV 738,243 738,243
    ABRY PARTNERS VIII (CAYMAN AIV FMV 113,776 113,776
    ABRY PARTNERS VIII, LP FMV 849,785 849,785
    ABRY SENIOR EQUITY III FMV 31,117 31,117
    ABRY SENIOR EQUITY IV FMV 505,706 505,706
    ABRY SENIOR EQUITY V, L.P. FMV 4,447,003 4,447,003
    ACREW CAPITAL FUND, LP FMV 6,947,540 6,947,540
    ADAGE CAPITAL PARTNERS, LP FMV 130,412,723 130,412,723
    AKO EUROPEAN LONG-ONLY PARTNER FMV 16,707,824 16,707,824
    APOLLO EUROPEAN PRINCIPAL FINA FMV 232,804 232,804
    ARCLIGHT ENERGY PARTNERS FUND FMV 14,450 14,450
    ARSENAL CAPITAL PARTNERS III L FMV 557,040 557,040
    ARSENAL CAPITAL PARTNERS IV-B FMV 5,785,884 5,785,884
    ARSENAL CAPITAL PARTNERS V LP FMV 5,091,060 5,091,060
    ARSENAL CAPITAL PARTNERS VI LP FMV 739,192 739,192
    ARTIMAN VENTURES 2014, L.P. FMV 5,578,580 5,578,580
    ARTIMAN VENTURES SELECT 2014, FMV 1,428,934 1,428,934
    ASIA ALTERNATIVES CAPITAL PART FMV 3,244,450 3,244,450
    ASIA ALTERNATIVES DELAWARE III FMV 119,067 119,067
    ASIA ALTERNATIVES DELAWARE IV, FMV 569,163 569,163
    ASIA ALTERNATIVES DELAWARE V L FMV 452,795 452,795
    ASPECT VENTURES II, L.P FMV 3,326,019 3,326,019
    ASPECT VENTURES, LP FMV 20,792,125 20,792,125
    ATALAYA SPECIAL OPPORTUNITIES FMV 602,440 602,440
    AVANATH AFFORDABLE HOUSING IV, FMV 7,765,947 7,765,947
    BAIN CAPITAL DOUBLE IMPACT FUN FMV 1,010,755 1,010,755
    BAIN CAPITAL EUROPE FUND III, FMV 204,438 204,438
    BAIN CAPITAL FUND X LP FMV 2,021,483 2,021,483
    BASE10 ADVANCEMENT INITIATIVE FMV 3,387,540 3,387,540
    BASE10 PARTNERS II LP FMV 6,169,010 6,169,010
    BASE10 PARTNERS III, L.P. FMV 496,472 496,472
    BAUPOST VALUE PARTNERS IV, LP FMV 28,594,616 28,594,616
    BETTER VENTURES FUND III, LP FMV 2,905,942 2,905,942
    BLACKHORN VENTURES INDUSTRIAL FMV 831,757 831,757
    BLUE WATER ENERGY FUND 1-A LP FMV 5,696,859 5,696,859
    BLUE WATER ENERGY FUND II, L.P FMV 8,251,767 8,251,767
    BRONZE VENTURE FUND II, LP FMV 2,266,265 2,266,265
    BROOKSIDE CAYMAN, LTD FMV 657,871 657,871
    CAPRIA FUND LLC FMV 1,308,699 1,308,699
    CARMEL PARTNERS INVESTMENT FUN FMV 5,403,991 5,403,991
    COATUE OFFSHORE LTD CLASS A SU FMV 23,721,137 23,721,137
    EGERTON LONG-SHORT FUND (USD) FMV 9,876,671 9,876,671
    HHR ATLAS LTD CLASS C SER 1 FU FMV 15,334,393 15,334,393
    KENSICO OFFSHORE FUND LTD CL K FMV 8,376,165 8,376,165
    KENSICO OFFSHORE FUND LTD CL L FMV 8,487,485 8,487,485
    REDWOOD OFFSHORE FUND LTD CLAS FMV 12,076,644 12,076,644
    SIRIOS OVERSEAS FUND A/1E FMV 18,146,323 18,146,323
    VIKING GLOBAL EQUITY III LTD C FMV 26,700,557 26,700,557
    WGI EMERGING MARKETS LLC FUND FMV 23,015,361 23,015,361
    CHARLESBANK EQUITY FUND IX LP FMV 4,977,122 4,977,122
    CHARLESBANK EQUITY FUND VII FMV 114,837 114,837
    CHARLESBANK EQUITY FUND VIII L FMV 2,333,894 2,333,894
    CHARLESBANK EQUITY FUND X LP FMV 925,679 925,679
    CIM ENTERPRISE LOAN FUND LP FMV 6,506,840 6,506,840
    COMMONFD CAPITAL INTL PARTNERS FMV 285,856 285,856
    COMMONFUND CAP PRIVATE EQUITY FMV 116 116
    COMMONFUND CAP PRIVATE EQUITY FMV 127,630 127,630
    COMMONFUND CAPITAL NATURAL RES FMV 50,390 50,390
    COMMONFUND CAPITAL VENTRUE PAR FMV 1,066,867 1,066,867
    COMMONFUND CAPITAL VENTURE PAR FMV 182,880 182,880
    CONGRUENT CONTINUITY FUND I, L FMV 181,010 181,010
    CONGRUENT VENTURES II, LP FMV 979,229 979,229
    COSTANOA VENTURES III, LP FMV 9,315,868 9,315,868
    COSTANOA VENTURES IV LP FMV 3,027,408 3,027,408
    COSTANOA VENTURES OPPORTUNITY FMV 3,201,807 3,201,807
    CROW HOLDINGS SELF-STORAGE FUN FMV 344,311 344,311
    D.E. SHAW ALL COUNTRY GLOBAL A FMV 33,000,493 33,000,493
    DAVIDSON KEMPNER INSTITUTIONAL FMV 23,389,901 23,389,901
    DBL PARTNERS III LP FMV 7,374,878 7,374,878
    DBL PARTNERS IV, LP FMV 1,741,405 1,741,405
    DIVERSIS CAPITAL PARTNERS I LP FMV 5,687,668 5,687,668
    DIVERSIS CAPITAL PARTNERS II-A FMV 365,180 365,180
    DOVER STREET VII CAYMAN FUND, FMV 128,114 128,114
    ECOSYSTEM INTEGRITY FUND III, FMV 2,387,879 2,387,879
    ECOSYSTEM INTEGRITY FUND, IV L FMV 1,181,487 1,181,487
    ELEVAR EQUITY IV LP FMV 4,861,957 4,861,957
    ENCAP ENERGY CAPITAL FUND VI-B FMV 3,178 3,178
    ENCAP ENERGY CAPITAL FUND VII- FMV 22,625 22,625
    ENCAP FLATROCK MIDSTREAM FUND FMV 543,936 543,936
    ENCAP FLATROCK MIDSTREAM FUND FMV 3,558,608 3,558,608
    ENDOWMENT VENTURE PARTNERS V, FMV 220,532 220,532
    ENERVEST ENERGY INSTITUTIONAL FMV 28,115 28,115
    ENERVEST ENERGY INSTITUTIONAL FMV 68,747 68,747
    ENERVEST ENERGY INSTITUTIONAL FMV 5,910,194 5,910,194
    ENR PARTNERS II LP FMV 12,722,756 12,722,756
    EQUAL VENTURES 1, LP FMV 6,266,516 6,266,516
    EUROPA FUND III FMV 88,280 88,280
    FARALLON CAPITAL INSTITUTIONAL FMV 359,204 359,204
    FIRSTMARK CAPITAL IV LP FMV 13,152,533 13,152,533
    FIRSTMARK CAPITAL OF II, L.P. FMV 12,261,772 12,261,772
    FIRSTMARK CAPITAL OF III, LP FMV 5,729,889 5,729,889
    FIRSTMARK CAPITAL V, L.P. FMV 4,196,638 4,196,638
    FORTRESS INVESTMENT FUND V (CO FMV 1,269,522 1,269,522
    FORTRESS INVESTMENT FUND V B, FMV 2,347,097 2,347,097
    FRAZIER HEALTHCARE GROWTH BUYO FMV 4,931,019 4,931,019
    FRAZIER HEALTHCARE GROWTH BUYO FMV 5,237,630 5,237,630
    FRAZIER HEALTHCARE GROWTH BUYO FMV 1,071,434 1,071,434
    FRONTIER SMALL CAP GROWTH FUND FMV 11,029,628 11,029,628
    G2VP I, LLC FMV 3,208,760 3,208,760
    G2VP II, LLC FMV 1,544,818 1,544,818
    GENERAL CATALYST GROUP VI FMV 11,473,583 11,473,583
    GENERAL CATALYST GROUP VII, LP FMV 5,957,991 5,957,991
    GENERAL CATALYST GROUP VIII SU FMV 1,574,840 1,574,840
    GENERAL CATALYST GROUP VIII, L FMV 7,579,393 7,579,393
    GENERATION IM GLOBAL EQUITY FU FMV 8,007,465 8,007,465
    GRAIN COMMUNICATIONS OPPORTUNI FMV 9,749,418 9,749,418
    GRAIN COMMUNICATIONS OPPORTUNI FMV 2,838,129 2,838,129
    GREAT HILL EQUITY PARTNERS VI, FMV 5,775,694 5,775,694
    GREAT HILL EQUITY PARTNERS VII FMV 2,931,471 2,931,471
    GREENFIELD ACQUISITION PARTNER FMV 54,801 54,801
    HIGHLAND CAPITAL PARTNERS 9 LP FMV 4,855,158 4,855,158
    HIGHLAND CAPITAL PARTNERS VIII FMV 2,492,360 2,492,360
    ICON VENTURES V, L.P. FORMERLY FMV 3,066,526 3,066,526
    ICON VENTURES VI, LP FMV 5,165,579 5,165,579
    INCLUSIVE CAPITAL PARTNERS SPR FMV 1,538,444 1,538,444
    INCLUSIVE INTERNATIONAL SPRING FMV 3,701,698 3,701,698
    INDUS ASIA PACIFIC FUND LTD FMV 90 90
    INTERWEST PARTNERS X, LP FMV 2,083,321 2,083,321
    JC FLOWERS II, LP FMV 820 820
    JUNIPER CAPITAL III, LP FMV 14,693,097 14,693,097
    KABOUTER INTERNATIONAL OPPORTU FMV 14,279,272 14,279,272
    KAYNE ANDERSON ENERGY FUND V ( FMV 1,577,238 1,577,238
    KAYNE ANDERSON ENERGY FUND VI FMV 178,030 178,030
    KENSICO OFFSHORE FUND LTD CLAS FMV 14,937 14,937
    KENSICO OFFSHORE FUND LTD CLAS FMV 15,195 15,195
    KENSICO OFFSHORE FUND LTD CLAS FMV 89,517 89,517
    KENSICO OFFSHORE FUND LTD CLAS FMV 90,876 90,876
    LIME ROCK NEW ENERGY, L.P. FMV 444,054 444,054
    LIME ROCK RESOURCES IV-A LP FMV 12,682,690 12,682,690
    LONE STAR FUND IV (U.S.), LP FMV 32,741 32,741
    LONE STAR FUND V (U.S.), LP FMV 173,529 173,529
    LONE STAR FUND VI (U.S.), LP FMV 581,023 581,023
    LONE STAR FUND VII (U.S.) LP FMV 9,630 9,630
    LONE STAR FUND VIII (U.S.), L. FMV 963,462 963,462
    LONE STAR FUND X US LP FMV 775,995 775,995
    LONE STAR REAL ESTATE FUND (U. FMV 50,657 50,657
    LSF X U.S. HOLDINGS, L.P. FMV 1,786,223 1,786,223
    LUMINATE CAPITAL PARTNERS III FMV 2,407,783 2,407,783
    MADISON DEARBORN CAPITAL PTRS FMV 125,562 125,562
    MADISON INTERNATIONAL RE LIQUI FMV 63,705 63,705
    MATERIAL IMPACT FUND I L.P FMV 2,117,953 2,117,953
    MATERIAL IMPACT FUND II LP FMV 627,249 627,249
    MAYFAIR EQUITY PARTNERS II LP FMV 2,167,587 2,167,587
    MED PLATFORM I COMPARTMENT 1S. FMV 3,230,682 3,230,682
    MED PLATFORM I COMPARTMENT 2 S FMV 3,327,968 3,327,968
    MONOMOY CAPITAL PARTNERS AIV I FMV 4,141,076 4,141,076
    MONOMOY CAPITAL PARTNERS IV, L FMV 746,838 746,838
    MORGENTHALER VENTURE PARTNERS FMV 1,117,170 1,117,170
    MUCKER EARLY II, L.P. FMV 4,016,268 4,016,268
    MUCKER IV, LP FMV 5,979,295 5,979,295
    MUCKER SELECT II LP FMV 223,036 223,036
    MUCKER SELECT, LP FMV 10,925,420 10,925,420
    MUCKER V, L.P. FMV 3,020,413 3,020,413
    MUCKER VI, LP FMV 135,748 135,748
    NEW ENERGY CAPITAL INFRASTRUCT FMV 1,510,820 1,510,820
    NEW ENERGY CAPITAL INFRASTRUCT FMV 693,936 693,936
    NORTH BRIDGE GROWTH EQUITY II, FMV 6,741,575 6,741,575
    NORTHGATE PRIVATE EQUITY PARTN FMV 2,577,774 2,577,774
    NORTHGATE VENTURE GROWTH I, LP FMV 1,549,084 1,549,084
    NORTHGATE VENTURE PARTNERS III FMV 3,826,905 3,826,905
    OBVIOUS PRIME II, L.P. FMV 492,315 492,315
    OBVIOUS VENTURES III, LP FMV 3,837,184 3,837,184
    OBVIOUS VENTURES IV, L.P FMV 162,836 162,836
    OWNERSHIP CAPITAL GLOBAL EQUIT FMV 20,105,225 20,105,225
    PARK STREET CAPITAL NATURAL RE FMV 1,079,536 1,079,536
    PATRON CAPITAL LP III FMV 79,536 79,536
    PATRON CAPITAL LP IV FMV 567,005 567,005
    PEAKSPAN CAPITAL GROWTH PARTNE FMV 4,022,372 4,022,372
    PEAKSPAN CAPITAL GROWTH PARTNE FMV 4,671,477 4,671,477
    PEAKSPAN CAPITAL GROWTH PARTNE FMV 410,432 410,432
    PHOENIX ASIA REAL ESTATE INVES FMV 881,417 881,417
    PROSPECT HARBOR CREDIT PARTNER FMV 150 150
    PVP FUND II, LP FMV 11,674,410 11,674,410
    PVP FUND III, LP FMV 2,993,449 2,993,449
    RETHINK IMPACT II LP FMV 695,295 695,295
    RIVERSIDE CAPITAL APPRECIATION FMV 611,177 611,177
    RMS EVERGREEN US FORESTLAND FMV 101,490 101,490
    RRG GLOBAL PARTNERS FUND LP FMV 1,837,103 1,837,103
    RRG SUSTAINABLE WATER IMPACT F FMV 1,166,965 1,166,965
    SANKATY CREDIT OPPORTUNITIES ( FMV 8,263 8,263
    SEAE VENTURES I LP FMV 826,383 826,383
    SENTAKU INVESTORS, LLC FMV 53,323 53,323
    SHORENSTEIN REALTY INVESTORS N FMV 32,738 32,738
    SIGMA PRIME PARTNERS IX FMV 2,605,273 2,605,273
    SJF VENTURES IV LP FMV 2,500,299 2,500,299
    SJF VENTURES V, LP FMV 307,897 307,897
    SOFINNOVA CAPITAL IX FMV 2,892,199 2,892,199
    SOFINNOVA CAPITAL VIII FMV 4,229,122 4,229,122
    SOFINNOVA CAPITAL X FMV 416,648 416,648
    SOMERSET GLOBAL EMERGING MARKE FMV 17,664,721 17,664,721
    SOUTHERN CROSS LATIN AMERICA P FMV 4,376 4,376
    SUMMIT PARTNERS GROWTH EQUITY FMV 1,920,865 1,920,865
    SUMMIT PARTNERS VENTURE CAPITA FMV 184,953 184,953
    SUSTAINABLE ASSET FUND II, LP FMV 3,229,144 3,229,144
    SUSTAINABLE ASSET FUND III, LP FMV 901,319 901,319
    SYSTEMATIC HOLDING A AB - SEK FMV 1,593,327 1,593,327
    TECHNOLOGY IMPACT FUND II, LP FMV 434,455 434,455
    TECHNOLOGY IMPACT FUND LP FMV 4,082,888 4,082,888
    THE NIPPON VALUE INVESTORS JAP FMV 7,886,023 7,886,023
    THE OVERLOOK PARTNERS FUND LP FMV 17,704,835 17,704,835
    TIFF PARTNERS III, LLC FMV 104,929 104,929
    TPG ENDOWMENT FUND V, L.P. FMV 19,821 19,821
    TPG ENDOWMENT FUND VI, LP FMV 415,587 415,587
    VENROCK ASSOCIATES IX, LP FMV 828,855 828,855
    VENROCK ASSOCIATES VI FMV 7,886,966 7,886,966
    VENROCK ASSOCIATES VII FMV 9,816,978 9,816,978
    VENROCK ASSOCIATES VIII, L.P FMV 6,150,906 6,150,906
    VISTA EQUITY PARTNERS FUND VII FMV 6,031,463 6,031,463
    VISTA EQUITY PARTNERS VI-A LP FMV 5,588,176 5,588,176
    VISTA FOUNDATION FUND III-A LP FMV 3,175,507 3,175,507
    VISTA FOUNDATION FUND IV-A, L. FMV 2,792,302 2,792,302
    WESTBROOK RE FUND IX FMV 516,422 516,422

    TY 2021 LandEtcSchedule2
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE &FIXT. 419,237 364,448 54,789  
    LEASEHOLD IMPRV. 2,243,364 651,805 1,591,559  
    EQUIPMENT 65,860 50,019 15,841  
    ART WORK 84,400 84,400    


    TY 2021 LegalFeesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VARIOUS LEGAL 77,614 9,341   68,273


    TY 2021 OtherAssetsSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 10,227,601 13,846,720 13,846,720
    ACCRUED INCOME -639 12,164 12,164
    PREPAID EXCISE TAXES 38,275 877,306 877,306


    TY 2021 OtherDecreasesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Amount
    NET UNREALIZED LOSS ON INVESTMENTS 90,669,750


    TY 2021 OtherExpensesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS & SUBSCRIPTIONS 13,801     13,801
    CONFERENCE/REGISTRATION 29,248     29,248
    INSURANCE 65,134     65,134
    INTERNET/SOFTWARE 268,522     268,522
    MEMBERSHIPS 5,751     5,751
    OFFICE SUPPLIES 51,796     51,796
    PER DIEM SALARIES 1,500     1,500
    POSTAGE 5,889     5,889
    TELEPHONE 33,463     33,463
    PARTNERSHIP EXPENSE   14,868,241 0  


    TY 2021 OtherIncomeSchedule2
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME - OTHER PORTFOLIO      
    INCOME 26,170,666 10,770,809  
    OTHER INCOME -1,561 -1,561  
    LESS INCOME TAXED AS UNRELATED BUSINESS      
    INCOME (IRC 4940(C)(2))   -152,002  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT PROGRAM CONSULTANTS 1,373,483     1,373,483
    EXECUTIVE SEARCH FEES 196,827     196,827
    INVESTMENT MANAGEMENT 3,262,584 3,262,584 0  


    TY 2021 TaxesSchedule
    Name:
    SURDNA FOUNDATION INC
     
    ATT MARC DE VENOGE
    EIN:
    13-6108163
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON NET INVEST. INC. 163,034      
    FOREIGN TAXES PAID   531,627    
    STATE UNRELATED BUSINESS        
    INCOME TAX   2,065 0 0