Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
JAMES S MCDONNELL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1034 S BRENTWOOD BLVD 1860
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST LOUIS, MO631171229
A Employer identification number

54-2074788
B Telephone number (see instructions)

(314) 862-1040
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$614,999,268
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,521,914 1,521,914  
4 Dividends and interest from securities... 7,088,393 7,088,393  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,603,795
b Gross sales price for all assets on line 6a 62,568,189
7 Capital gain net income (from Part IV, line 2)... 19,603,795
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)....... 1,945,250 585,951  
12 Total. Add lines 1 through 11........ 30,159,352 28,800,053  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 490,967 0   490,967
14 Other employee salaries and wages...... 343,795 0   343,795
15 Pension plans, employee benefits....... 87,186 0   87,186
16a Legal fees (attach schedule)......... 23,345 17,460   5,885
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 555,194 523,009   32,185
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,061,655 294,823   42,767
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 47,638 0   47,638
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,175,649 4,770,408   405,241
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,785,429 5,605,700   1,455,664
25 Contributions, gifts, grants paid....... 24,496,541 24,496,541
26 Total expenses and disbursements. Add lines 24 and 25 33,281,970 5,605,700   25,952,205
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,122,618
b Net investment income (if negative, enter -0-) 23,194,353
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 9,486,055 9,408,918 9,408,918
3 Accounts receivable right arrow90,943
Less: allowance for doubtful accounts right arrow   170,943 90,943 90,943
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,131,035 Click to see attachment
List of Attached Documents:
// Content
1,131,035
1,307,208
c Investments—corporate bonds (attach schedule)....... 31,050,411 Click to see attachment
List of Attached Documents:
// Content
30,790,016
28,548,858
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 286,973,059 Click to see attachment
List of Attached Documents:
// Content
238,873,995
285,645,044
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
167,308,211
Click to see attachment
List of Attached Documents:
// Content
219,621,253
Click to see attachment
List of Attached Documents:
// Content
289,998,297
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 496,119,714 499,916,160 614,999,268
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 496,119,714 499,916,160
29 Total net assets or fund balances (see instructions)..... 496,119,714 499,916,160
30 Total liabilities and net assets/fund balances (see instructions). 496,119,714 499,916,160
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
496,119,714
2
Enter amount from Part I, line 27a .....................
2
-3,122,618
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,919,064
4
Add lines 1, 2, and 3 ..........................
4
499,916,160
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
499,916,160
Form 990-PF (2022)
Form 990-PF (2022)
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 BANK OF AMERICA 9595 PUBLICLY TRADED SECURITIES   2020-11-08 2022-12-31
b BANK OF AMERICA 9595 PUBLICLY TRADED SECURITIES   2020-11-08 2022-12-31
c BANK OF AMERICA 0101 PUBLICLY TRADED SECURITIES   2020-11-08 2022-12-31
d BANK OF AMERICA 0101 PUBLICLY TRADED SECURITIES   2020-11-08 2022-12-31
e MERRILL LYNCH PUBLICLY TRADED SECURITIES   2020-11-08 2022-12-31
SECTION 1256 GAINS FROM K-1S P 2020-11-08 2022-12-31
AVALON VENTURES X   2020-11-08 2022-12-31
AVALON VENTURES XI   2020-11-08 2022-12-31
BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1   2020-11-08 2022-12-31
BPEA III   2020-11-08 2022-12-31
CERBERUS PARTNERS SERIES 4   2020-11-08 2022-12-31
CIP4 AIV   2020-11-08 2022-12-31
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS   2020-11-08 2022-12-31
EUROPEAN SECONDARY DEVELOPMENT FUND V   2020-11-08 2022-12-31
HIG ADVANTAGE BUYOUT FUND   2020-11-08 2022-12-31
IDG VENTURES USA III   2020-11-08 2022-12-31
INSTITUTIONAL VENTURE PARTNERS XV   2020-11-08 2022-12-31
MERCER PRIVATE INVESTMENT PARTNERS V   2020-11-08 2022-12-31
MERCER PRIVATE INVESTMENT PARTNERS VI   2020-11-08 2022-12-31
NEWBURY EQUITY PARTNERS   2020-11-08 2022-12-31
OCM OPPORTUNITIES FUND VIIB   2020-11-08 2022-12-31
RIVERVEST VENTURE FUND IV   2020-11-08 2022-12-31
SAIF PARTNERS IV   2020-11-08 2022-12-31
SWEETWATER SECONDARIES FUND II   2020-11-08 2022-12-31
THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST   2020-11-08 2022-12-31
THOMAS WEISEL GLOBAL PARTNERS IV   2020-11-08 2022-12-31
TRUSTBRIDGE PARTNERS V   2020-11-08 2022-12-31
VECTIS HEALTHCARE & LIFE SCIENCES II   2020-11-08 2022-12-31
VECTIS LIFE SCIENCES FUND I   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY (E&P) XI-B   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B)   2020-11-08 2022-12-31
AEW CORE PROPERTY U.S.   2020-11-08 2022-12-31
AMERICAN SECURITIES PARTNERS VI   2020-11-08 2022-12-31
ATLAS CAPITAL RESOURCES II   2020-11-08 2022-12-31
ATLAS CAPITAL RESOURCES II A3-F   2020-11-08 2022-12-31
AVALON VENTURES X   2020-11-08 2022-12-31
AVALON VENTURES XI   2020-11-08 2022-12-31
BC EUROPEAN CAPITAL IX-4   2020-11-08 2022-12-31
BLCKSTONE TACTICAL OPPORTUNITIES FUND II   2020-11-08 2022-12-31
BLACKSTONE TACTICAL OPP FUND II CAYMAN   2020-11-08 2022-12-31
BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1   2020-11-08 2022-12-31
BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ   2020-11-08 2022-12-31
BPEA III   2020-11-08 2022-12-31
CALERA V   2020-11-08 2022-12-31
CERBERUS PARTNERS SERIES 4   2020-11-08 2022-12-31
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS   2020-11-08 2022-12-31
DFJ GROWTH 2013   2020-11-08 2022-12-31
ENCAP ENERGY CAPITAL FUND IX-C   2020-11-08 2022-12-31
EUROPEAN SECONDARY DEVELOPMENT FUND V   2020-11-08 2022-12-31
GENSTAR CAPITAL PARTNERS VI   2020-11-08 2022-12-31
GENSTAR CAPITAL PARTNERS VII   2020-11-08 2022-12-31
GENSTAR CAPITAL PARTNERS VIII BL   2020-11-08 2022-12-31
GENSTAR CAPITAL PARTNERS VIII BL AIV   2020-11-08 2022-12-31
GREAT HILL EQUITY PARTNERS IV-A   2020-11-08 2022-12-31
GREAT HILL EQUITY PARTNERS V   2020-11-08 2022-12-31
GREAT HILL EQUITY PARTNERS V-A   2020-11-08 2022-12-31
GREAT HILL EQUITY PARTNERS VI   2020-11-08 2022-12-31
HG CAPITAL 8A   2020-11-08 2022-12-31
HIG ADVANTAGE BUYOUT FUND   2020-11-08 2022-12-31
IDG VENTURES USA III   2020-11-08 2022-12-31
INSTITUTIONAL VENTURE PARTNERS XIII   2020-11-08 2022-12-31
INSTITUTIONAL VENTURE PARTNERS XV   2020-11-08 2022-12-31
KINETIC VENTURES IX   2020-11-08 2022-12-31
LIME ROCK PARTNERS V   2020-11-08 2022-12-31
LIME ROCK RESOURCES III-C   2020-11-08 2022-12-31
LIME ROCK RESOURCES IV-C   2020-11-08 2022-12-31
LOVELL MINNICK EQUITY PARTNERS III-A   2020-11-08 2022-12-31
LOVELL MINNICK EQUITY PARTNERS IV-A   2020-11-08 2022-12-31
MAKURIA INVESTMENTS I (HEDGE FUND 1701)   2020-11-08 2022-12-31
MERCER PRIVATE INVESTMENT PARTNERS V   2020-11-08 2022-12-31
MERCER PRIVATE INVESTMENT PARTNERS VI   2020-11-08 2022-12-31
NEWBURY EQUITY PARTNERS   2020-11-08 2022-12-31
OAKTREE OPPORTUNITIES FUND VIII   2020-11-08 2022-12-31
OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE)   2020-11-08 2022-12-31
OAKTREE OPPORTUNITIES FUND VIII AIF (CAYMAN)   2020-11-08 2022-12-31
OAKTREE OPPORTUNITIES FUND IX   2020-11-08 2022-12-31
OAKTREE OPPORTUNITIES FUND IX AIF (CAYMAN)   2020-11-08 2022-12-31
OCM OPPORTUNITIES FUND VII   2020-11-08 2022-12-31
OCM OPPORTUNITIES FUND VIIB AIF (CAYMAN)   2020-11-08 2022-12-31
OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE)   2020-11-08 2022-12-31
OCM OPPORTUNITIES FUND VIIB   2020-11-08 2022-12-31
PROLOG HEALTY LIVING FUND II   2020-11-08 2022-12-31
QUANTUM ENERGY PARTNERS VI   2020-11-08 2022-12-31
REALTY ASSOCIATES FUND X UTP   2020-11-08 2022-12-31
RESOURCE CAPITAL FUND V   2020-11-08 2022-12-31
RIVERSIDE FUND V   2020-11-08 2022-12-31
RIVERVEST VENTURE FUND IV   2020-11-08 2022-12-31
SAIF PARTNERS IV   2020-11-08 2022-12-31
SENTINEL CAPITAL PARTNERS V   2020-11-08 2022-12-31
SHOREVIEW PARALLEL PARTNERS III   2020-11-08 2022-12-31
SILVER LAKE PARTNERS IV CAYMAN   2020-11-08 2022-12-31
SILVER LAKE PARTNERS V   2020-11-08 2022-12-31
SWEETWATER SECONDARIES FUND II   2020-11-08 2022-12-31
THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST   2020-11-08 2022-12-31
THOMAS WEISEL GLOBAL PARTNERS IV   2020-11-08 2022-12-31
THOMPSON STREET CAPITAL PARTNERS III   2020-11-08 2022-12-31
THOMPSON STREET CAPITAL PARTNERS IV   2020-11-08 2022-12-31
RMS HOLDING I (THOMPSON IV)   2020-11-08 2022-12-31
TRUSTBRIDGE PARTNERS V   2020-11-08 2022-12-31
UBS (US) TRUMBULL PROPERTY FUND   2020-11-08 2022-12-31
VECTIS HEALTHCARE & LIFE SCIENCES II   2020-11-08 2022-12-31
VECTIS LIFE SCIENCES FUND I   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY X   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY XI   2020-11-08 2022-12-31
WARBURG PINCUS (CALLISTO) P/E XI CAYMAN   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY (E&P) XI-B   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY XII   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY XII (FT-2)   2020-11-08 2022-12-31
WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B)   2020-11-08 2022-12-31
WLR RECOVERY FUND V DSS AIV   2020-11-08 2022-12-31
SECTION 1202 EXCLUSION FROM K-1 P 2020-11-08 2022-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,889,120   3,033,647 -144,527
b 32,113,032   28,458,813 3,654,219
c 3,917,295   4,007,967 -90,672
d 5,311,061   5,541,210 -230,149
e 577,982   197,863 380,119
102,863     102,863
4,905     4,905
2,836     2,836
5     5
317     317
1,122     1,122
237     237
40,228     40,228
    85 -85
2,366     2,366
    821 -821
3,146     3,146
    39,575 -39,575
1,543,787     1,543,787
    2,203 -2,203
127     127
194,596     194,596
    8 -8
    1,794 -1,794
    12,848 -12,848
16     16
4,473     4,473
    12,439 -12,439
560     560
496     496
3,765     3,765
13,225     13,225
57,541     57,541
2,380     2,380
27,218     27,218
    20,778 -20,778
143,045     143,045
48,882     48,882
    662 -662
631     631
1,625     1,625
4,526     4,526
178,138     178,138
17,854     17,854
    16,233 -16,233
8,628     8,628
42,355     42,355
    942 -942
227,080     227,080
    74,252 -74,252
928     928
271,154     271,154
339,339     339,339
1,910     1,910
5,177     5,177
1,399     1,399
90,068     90,068
1,206,211     1,206,211
235,501     235,501
    1,034 -1,034
    1,093 -1,093
74,232     74,232
543,483     543,483
7,721     7,721
66,246     66,246
61,177     61,177
1,650     1,650
517     517
2,593     2,593
1,119,801     1,119,801
642,167     642,167
78,093     78,093
509     509
    304 -304
30     30
    41,060 -41,060
140     140
1,806     1,806
2,207     2,207
    2,685 -2,685
9     9
103,603     103,603
89,187     89,187
    363 -363
    56,651 -56,651
    106 -106
1,353,951     1,353,951
32,536     32,536
360,375     360,375
6,686     6,686
85,256     85,256
9,935     9,935
79,359     79,359
738,499     738,499
    10,179 -10,179
157,574     157,574
210,686     210,686
8,923     8,923
657,963     657,963
159,480     159,480
312,127     312,127
    144,076 -144,076
46     46
    93,477 -93,477
4,316     4,316
26,289     26,289
331,945     331,945
40     40
35,314     35,314
    87,662 -87,662
    1,103,564 -1,103,564
5,562,568     5,562,568
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       -144,527
b       3,654,219
c       -90,672
d       -230,149
e       380,119
      102,863
      4,905
      2,836
      5
      317
      1,122
      237
      40,228
      -85
      2,366
      -821
      3,146
      -39,575
      1,543,787
      -2,203
      127
      194,596
      -8
      -1,794
      -12,848
      16
      4,473
      -12,439
      560
      496
      3,765
      13,225
      57,541
      2,380
      27,218
      -20,778
      143,045
      48,882
      -662
      631
      1,625
      4,526
      178,138
      17,854
      -16,233
      8,628
      42,355
      -942
      227,080
      -74,252
      928
      271,154
      339,339
      1,910
      5,177
      1,399
      90,068
      1,206,211
      235,501
      -1,034
      -1,093
      74,232
      543,483
      7,721
      66,246
      61,177
      1,650
      517
      2,593
      1,119,801
      642,167
      78,093
      509
      -304
      30
      -41,060
      140
      1,806
      2,207
      -2,685
      9
      103,603
      89,187
      -363
      -56,651
      -106
      1,353,951
      32,536
      360,375
      6,686
      85,256
      9,935
      79,359
      738,499
      -10,179
      157,574
      210,686
      8,923
      657,963
      159,480
      312,127
      -144,076
      46
      -93,477
      4,316
      26,289
      331,945
      40
      35,314
      -87,662
      -1,103,564
      5,562,568
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 19,603,795
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 322,402
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 322,402
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 322,402
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 120,953
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 330,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 450,953
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 128,551
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow128,551 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMO
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.JSMF.ORG
14
The books are in care ofright arrowJJ MANAGEMENT SERVICES INC Telephone no.right arrow (314) 862-1040

Located atright arrow1034 S BRENTWOOD 1860ST LOUISMO ZIP+4right arrow631171229
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
JAMES S MCDONNELL III DIRECTOR & SECRETARY
1.00
0 0 0
1034 S BRENTWOOD 1860
ST LOUIS,MO631171229
JOHN F MCDONNELL DIRECTOR & TREASURER
2.50
0 0 0
1034 S BRENTWOOD 1860
ST LOUIS,MO631171229
HOLLY M JAMES DIRECTOR
1.00
0 0 0
1034 S BRENTWOOD 1860
ST LOUIS,MO631171229
JEANNE M CHAMPER DIRECTOR
1.00
0 0 0
1034 S BRENTWOOD 1860
ST LOUIS,MO631171229
MARCELLA M STEVENS DIRECTOR
1.00
0 0 0
1034 S BRENTWOOD 1860
ST LOUIS,MO631171229
ALICIA S MCDONNELL DIRECTOR
1.00
0 0 0
1034 S BRENTWOOD 1860
ST LOUIS,MO631171229
SUSAN M FITZPATRICK PHD PRESIDENT
50.00
490,967 45,606 0
1034 S BRENTWOOD 1850
ST LOUIS,MO631171284
JEFFREY M MCDONNELL DIRECTOR & ASSISTANT SECRETARY
1.00
0 0 0
1034 S BRENTWOOD 1850
ST LOUIS,MO631171229
CATHERINE M ROGERS DIRECTOR
1.00
0 0 0
1034 S BRENTWOOD 1850
ST LOUIS,MO631171229
KATHERINE H MCDONNELL DIRECTOR
1.00
0 0 0
1034 S BRENTWOOD 1850
ST LOUIS,MO631171229
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
J&J MANAGEMENT SERVICES INC FINANCIAL ADMINISTRATIVE SERVICES 321,849
1034 S BRENTWOOD BLVD SUITE 1860
ST LOUIS,MO63117
MERCER FINANCIAL SERVICES 124,840
701 MARKET STREET
ST LOUIS,MO63101
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
652,202,938
b
Average of monthly cash balances.......................
1b
13,527,825
c
Fair market value of all other assets (see instructions)................
1c
4,848
d
Total (add lines 1a, b, and c).........................
1d
665,735,611
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
665,735,611
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,986,034
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
655,749,577
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
32,787,479
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
32,787,479
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
322,402
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
234,095
c
Add lines 2a and 2b............................
2c
556,497
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
32,230,982
4
Recoveries of amounts treated as qualifying distributions................
4
156,532
5
Add lines 3 and 4............................
5
32,387,514
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
32,387,514
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
25,952,205
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
25,952,205
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 32,387,514
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 15,498,411
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 25,952,205
a Applied to 2021, but not more than line 2a 15,498,411
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2022 distributable amount..... 10,453,794
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
21,933,720
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DR SUSAN M FITZPATRICK
1034 S BRENTWOOD 1850
ST LOUIS,MO631171284
(314) 721-1532
bThe form in which applications should be submitted and information and materials they should include:
REQUEST FOR PROPOSALS(RFP) SUBMISSION INFORMATION ON FUNDING PROGRAMS CAN BE OBTAINED AT THE FOUNDATION'S WEBSITE ADDRESS: WWW.JSMF.ORG
cAny submission deadlines:
SEE 2.B. ABOVE AND THE FOUNDATION'S WEBSITE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2022)
Form 990-PF (2022)
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

BIRKBECK UNIVERSITY OF LONDON

CBCD BIRKBECK MALET STREET
LONDON   99999
UK
  PC STAY COOL: THE DEVELOPMENT OF SELF-REGULATION IN MIND, BRAIN AND BODY 250,000

CARDIFF UNIVERSITY

70 PARK PLACE
CARDIFF   99999
UK
  PC UNDERSTANDING THE EVERYDAY VISUAL EXPERIENCES OF YOUNG CHILDREN WITH MOTOR DIFFICULTIES 250,000

CARNEGIE MELLON UNIVERSITY

5000 FORBES AVE HBH 3000
PITTSBURGH,PA15213
  PC TRACKING ENGAGEMENT IN HUMAN COMMUNICATION FROM WEARABLE SENSORS IN REAL-WORLD ENVIRONMENTS 391,472

CARNEGIE MELLON UNIVERSITY

OFFICE OF SPONSORED RESEARCH 5000
FORBES AVENUE HBH 3000
PITTSBURGH,PA15213
  PC CLASSINSIGHT: INSIGHT ON TEACHER LEARNING BY SCAFFOLDING NOTICING AND REFLECTION 100,000

CARNEGIE MELLON UNIVERSITY

OFFICE OF SPONSORED RESEARCH 5000
FORBES AVENUE HBH 3000
PITTSBURGH,PA15213
  PC A COORDINATION APPROACH TO EARLY LANGUAGE LEARNING 250,000

CORNELL UNIVERSITY

616 THURSTON AVE
ITHACA,NY14853
  PC MICROBIAL LANDSCAPE ECOLOGY: MATTERS OF SPACE AND SCALE 100,000

COUNCIL ON FOUNDATIONS

COUNCIL OFFICE 1255 23RD STREET NW
SUITE 200
WASHINGTON DC,DC20037
  PC THIS GRANT MAY BE USED ONLY FOR GRANTEE'S CHARITABLE AND EDUCATIONAL ACTIVITIES 19,000

DARTMOUTH COLLEGE

11 ROPE FERRY ROAD 6210
HANOVER,NH037551404
  PC CHARITABLE 200,000

ECOLE NORMALE SUPERIEURE

45 RUE DULM - F-75230
PARIS   75005
FR
  PC EARLY LANGUAGE ACQUISITION: BEYOND WEIRD 100,000

FROM SCHEDULES K-1

1034 SOUTH BRENTWOOD BLVD 1860
ST LOUIS,MO63117
  NC CHARITABLE 1,035

HARVARD UNIVERSITY

HARVARD UNIVERSITY MASSACHUSETTS
HALL
CAMBRIDGE,MA02138
  PC LEARNING IN EARLY CHILDHOOD: A COMPUTATIONAL COGNITIVE DEVELOPMENT APPROACH 100,000

HARVARD UNIVERSITY

HARVARD UNIVERSITY MASSACHUSETTS
HALL
CAMBRIDGE,MA02138
  PC UNDERSTANDING FOSSIL PLANT-INSECT INTERACTIONS: A COMPLEX SYSTEMS APPROACH 100,000

ICAHN SCHOOL OF MEDICINE

ONE GUSTAVE L LEVY PLACE BOX 1230
NEW YORK,NY10029
  PC CHARITABLE 141,102

INDIANA UNIVERSITY

SPONSORED RESEARCH SERVICES 530
EAST KIRKWOOD AVENUE
BLOOMINGTON,IN47408
  PC TEACHER COGNITION AND LEARNING ABOUT INCORPORATING SCIENCE REPRESENTATIONS IN ELEMENTARY CLASSROOMS 457,999

INDIANA UNIVERSITY

SPONSORED RESEARCH SERVICES 530
EAST KIRKWOOD AVENUE
BLOOMINGTON,IN47408
  PC UNDERSTANDING THE DEVELOPMENT OF EARLY MATHEMATICS KNOWLEDGE 111,082

INDIANA UNIVERSITY

SPONSORED RESEARCH SERVICES 530
EAST KIRKWOOD AVENUE
BLOOMINGTON,IN47408
  PC USING AUTOMATED CONTROLLED REARING TO EXPLORE THE ORIGINS OF THE MIND 100,000

INSERM

UNIT 1028 ESPACE ACTION DELEGATION
REGIONALE RHONE-ALPES
PARIS   75654
FR
  PC NEW HORIZONS AND A TIME-SCALE FOR LEARNING TRANSFER 125,000

IOWA STATE UNIVERSITY

505 MORRILL ROAD 1138 PEARSON HALL
AMES,IA50011
  PC IMPLEMENTING PRINCIPLES FROM THE SCIENCE OF LEARNING WITHIN EDUCATIONAL PRACTICE 536,555

KOC UNIVERSITY

RESEARCH PROJECT DEVELOPMENT AND
TECHNOLOGY RUMELIFENERI YOLU 34450
ISTANBUL   99999
TU
  NC EVENT REPRESENTATION AND RELATIONAL LANGUAGE LEARNING 50,000

KOC UNIVERSITY

RESEARCH PROJECT DEVELOPMENT AND
TECHNOLOGY RUMELIFENERI YOLU 34450
ISTANBUL   99999
TU
  NC EVENT REPRESENTATION AND RELATIONAL LANGUAGE LEARNING 50,000

LUDWIG-MAXIMILIANS-UNIVERSITAT IN MUNICH

GESCHWISTER-SCHOLL-PLATZ-1
MUNICH   80539
GM
  PC THE EMERGENCE AND EARLY DEVELOPMENT OF MORALITY 100,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTES AVE
CAMBRIDGE,MA02139
  PC AN INTEGRATIVE COMPUTATIONAL ACCOUNT OF LANGUAGE AND LOCOMOTION 100,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

OFFICE OF SPONSORED PROGRAMS 77
MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139
  PC IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGES AND RESEARCH PLAN 200,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

OFFICE OF SPONSORED PROGRAMS 77
MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139
  PC HOW HOST GLYCANS SHAPE COLLECTIVE BEHAVIOR OF HUMAN MICROBIAL COMMUNITIES 250,000

MOST POLICY INITATIVE

238 EAST HIGH STREET
JEFFERSON CITY,MO65101
  PC CHARITABLE 202,551

NATIONAL ACADEMY OF SCIENCES

2101 CONSTITUTION AVENUE
WASHINGTON,DC20418
  PC IN SUPPORT OF THE SCIENTISTS AND ENGINEERS IN EXILE OR DISPLACED (SEED) FUND FOR THE PURPOSE OF SUPPORTING UKRAINIAN SCIENTISTS 200,000

NEW YORK UNIVERSITY

665 BROADWAY SUITE 801
NEW YORK,NY10012
  PC CHARITABLE 5,000

NORTHWESTERN UNIVERSITY

750 NORTH LAKE SHORE DR
CHICAGO,IL60611
  PC MULTI-SCALE MODELS OF DORMANCY SYSTEMS: FROM SPIDER MITE DIAPAUSE TO DISSEMINATED TUMOR CELLS QUIESCENCE 100,000

NORTHWESTERN UNIVERSITY

OFFICE OF SPONSORED RESEARCH 633
CLARK STREET SUITE 2-502
EVANSTON,IL60208
  PC DEVELOPING A MODEL OF TEACHING LEARNING TO SUPPORT CLASSROOM ENACTMENT OF PURPOSEFUL SENSEMAKING 462,295

NUS AMERICA FOUNDATION

440 NORTH ROAD
SUNNYVALE,CA94085
  PC IN SUPPORT OF THE POSTDOCTORAL FELLOW'S SALARY, FRINGE BENEFITS AND RESEARCH PLAN 100,000

PRINCETON UNIVERSITY

OFFICE OF RESEARCH AND PROJECT
ADMINISTRATION 4TH FLOOR NEW SOUTH
PRINCETON,NJ08544
  PC EMERGENT SWARMING BEHAVIORS THROUGH HYDRODYNAMIC FEEDBACK 100,000

PRINCETON UNIVERSITY

4TH FLOOR NEW SOUTH BUILDING
PRINCETON,NJ08544
  PC HOW TRANSFORMATIVE EXPERIENCES SHAPE ADULT IDENTITY DEVELOPMENT 250,000

ROCHESTER INSTITUTE OF TECHNOLOGY

46 LOMB MEMORIAL DRIVE
ROCHESTER,NY14623
  PC DO TACTILE EXPLORATORY BEHAVIORS PREDICT LANGUAGE DEVELOPMENT IN DEAF SIGNING CHILDREN? 125,000

RUTGERS THE STATE UNIVERSITY OF NEW JERSEY

123 WASHINGTON STREET
NEWARK,NJ07102
  PC RESPONDING TO IMMINENT THREAT: A DEVELOPMENTAL APPROACH 100,000

SAINT LOUIS UNIVERSITY

221 N GRAND BLVD
ST LOUIS,MO63103
  PC UNDERSTANDING AND ADDRESSING THE CHALLENGES OF STUDENT MOBILITY IN ST. LOUIS CITY SCHOOLS 255,897

STANFORD UNIVERSITY

OFFICE OF SPONSORED RESEARCH 484
BROADWAY STREET
REDWOOD CITY,CA94063
  PC COGNITIVE FOUNDATIONS OF DISTINCTIVELY HUMAN SOCIAL LEARNING 100,000

TEMPLE UNIVERSITY

1852 N 10TH STREET TASB 08354
PHILADELPHIA,PA19122
  PC THE DEVELOPMENT OF NOVICE TEACHERS ROLE-IDENTITIES AS DISCUSSION FACILITATORS IN SOCIAL STUDIES CLASSROOMS 658,059

TEMPLE UNIVERSITY

1852 N 10TH STREET TASB 08354
PHILADELPHIA,PA19122
  PC DEVELOPING MATHEMATICAL SKILLS AND MOTIVATION 100,000

THE JSM CHARITABLE TRUST

1034 SOUTH BRENTWOOD BLVD 1860
ST LOUIS,MO63117
  PF CHARITABLE 7,065,000

THE UNIVERSITY OF QUEENSLAND

ST LUCIA
QUEENSLAND   4072
AS
  PC ASSESSING REAL-WORLD INTELLIGENCE IN CHILDREN: A COGNITIVE OFFLOADING APPROACHQ 250,000

UNIVERSIDAD ADOLFO IBANEZ

DIAG LAS TORRES 2640
SANTIAGO   7941169
CI
  PC A METHOD FOR STUDYING SHARED MEANING IN CULTURAL GROUPS 62,500

UNIVERSIDAD DE LOS ANDES

CRA 1 18A-10
BOGOTA   111117
CO
  NC OFF THE RAILS: MORAL PSYCHOLOGY BEYOND TRADITIONAL BORDERS 62,500

UNIVERSITY OF ARIZONA

SPONSORED PROJECTS SERVICES PO BOX
210158 RM 510
TUCSON,AZ85721
  PC TEACHERS AS THINKERS: IMPROVING CLASSROOM COMMUNICATION IN MATHEMATICS 715,691

UNIVERSITY OF CALIFORNIA AT RIVERSIDE

900 UNIVERSITY AVE
RIVERSIDE,CA92521
  PC CHARACTERIZING INFANTS' EVERYDAY MOTOR AND OBJECT EXPERIENCES THROUGH COMPUTER VISION ANALYSIS OF CAREGIVER-CAPTURED VIDEO SURVEYS 250,000

UNIVERSITY OF CALIFORNIA-BERKELEY

SPONSORED PROJECTS OFFICE 336
SPROUL HALL
BERKELEY,CA94720
  PC LEARNING TO LEARN: HOW POLYSEMY SCAFFOLDS DEVELOPMENT 100,000

UNIVERSITY OF CALIFORNIA-BERKELEY

1608 FOURTH ST SUITE 220
BERKELEY,CA94720
  PC EVOLUTIONARY FORCES SHAPE ADAPTIVE IMMUNE REPERTOIRES ACROSS SCALES OF BIOLOGICAL ORGANIZATION 100,000

UNIVERSITY OF CALIFORNIA-DAVIS

1850 RESEARCH PARK DRIVE
DAVIS,CA95618
  PC NEW TEACHERS LEARNING DISCIPLINED IMPROVISATION FOR MEANINGFUL TALK IN DIVERSE CLASSROOMS 503,703

UNIVERSITY OF CALIFORNIA-LOS ANGELES

OFFICE OF CONTRACT GRANT ADMINISTRA
ION 10920 WILSHIRE BOULEVARD SUITE
LOS ANGELES,CA90024
  PC UNDERSTANDING THE EMERGENCE OF SPEECH VOCALIZATIONS IN HUMAN INFANCY 100,000

UNIVERSITY OF CALIFORNIA-SANTA CRUZ

1156 HIGH STREET
SANTA CRUZ,CA95064
  PC A METHODOLOGY FOR STUDYING THE DYNAMICS OF RESILIENCE OF COLLEGE STUDENTS 125,000

UNIVERSITY OF COLORADO

OFFICE OF CONTRACTS AND GRANTS 3100
MARINE STREET ROOM 479
BOULDER,CO80303
  PC DEVELOPING A MODEL OF TEACHER LEARNING TO SUPPORT COMPUTATIONALLY RICH COMMUNICATION IN SCIENCE CLASSROOMS 684,611

UNIVERSITY OF CONNECTICUT

OFFICE FOR SPONSORED PROGRAMS 438
WHITNEY ROAD EXTENSION UNIT 1133
STORRS,CT06269
  PC HOW THE DYNAMICS OF EARLY INTERACTIONS SHAPE WORD LEARNING 100,000

UNIVERSITY OF DELAWARE

210 HULLIHEN HALL
NEWARK,DE19716
  PC UNDERSTANDING HOW ELEMENTARY TEACHERS TAKE UP DISCUSSION PRACTICES TO PROMOTE DISCIPLINARY LEARNING AND EQUITY 489,645

UNIVERSITY OF DELAWARE

210 HULLIHEN HALL
NEWARK,DE19716
  PC A NATURALISTIC EXAMINATION OF THE LISTENING ENVIRONMENT AND ITS ROLE ON DEVELOPMENT 125,000

UNIVERSITY OF GEORGIA

TERRELL HALL 110 210 S JACKSON ST
ATHENS,GA30602
  PC SENSORIMOTOR CASCADES: INTEGRATING REAL-TIME MOVEMENT DYNAMICS DURING THE SLEEP AND AWAKE PERIODS OF HUMAN INFANTS 250,000

UNIVERSITY OF ILLINOIS

505 WRIGHT STREET 209 HAB MC 339
URBANA,IL61801
  PC UNDERSTANDING EARLY LANGUAGE ENVIRONMENTS: ANALYTIC TECHNIQUES AND OUTCOME PREDICTIONS 343,384

UNIVERSITY OF ILLINOIS

505 WRIGHT STREET 209 HAB MC 339
URBANA,IL61801
  PC UNDERSTANDING EARLY LANGUAGE ENVIRONMENTS: ANALYTIC TECHNIQUES AND OUTCOME PREDICTIONS 100,000

UNIVERSITY OF ILLINOIS AT CHICAGO

LEARNING SCIENCES RESEARCH
INSTITUTE 1240 W HARRISON STREET RO
CHICAGO,IL60607
  PC HOW TEACHERS LEARN: ORCHESTRATING DISCIPLINARY DISCOURSE IN SCIENCE, LITERATURE, AND MATHEMATICS CLASSROOMS 200,000

UNIVERSITY OF MICHIGAN

5082 WOLVERINE TWR 3003 S STATE
STREET
ANN ARBOR,WI48109
  PC TEACHERS LEARNING TO FACILITATE COMMUNICATION AND REASONING THROUGH INQUIRY WITH HISTORY AND SOCIAL SCIENCE SOURCES 483,168

UNIVERSITY OF MICHIGAN

5082 WOLVERINE TWR 3003 S STATE
STREET
ANN ARBOR,WI48109
  PC TEACHERS LEARNING TO FACILITATE COMMUNICATION AND REASONING THROUGH INQUIRY WITH HISTORY AND SOCIAL SCIENCE SOURCES 400,602

UNIVERSITY OF MISSOURI

341 WOODS HALL
ST LOUIS,MO631214400
  PC MANAGING STUDENTS' CONTRIBUTIONS TO MATHEMATICAL WORK IN WHOLE CLASS DISCUSSIONS IN HIGH SCHOOL: HOW DO TEACHERS DECIDE WHAT TO DO? 664,816

UNIVERSITY OF OREGON

5219 UNIVERSITY OF OREGON
EUGENE,OR97403
  PC CONTEXT-SPECIFIC SPEECH PERCEPTION AND BARRIERS TO SUCCESSFUL COMMUNICATION BETWEEN HEALTHCARE PROVIDERS AND AGING PATIENTS 125,000

UNIVERSITY OF PENNSYLVANIA

OFFICE OF RESEARCH ADMINISTRATION
133 SOUTH 26TH STREET MEZZANINE
PHILADELPHIA,PA19104
  PC FACILITATING DIGITAL DISCOURSE: TEACHERS AS LEARNERS IN A DIGITAL AGE 532,602

UNIVERSITY OF PENNSYLVANIA

OFFICE OF RESEARCH ADMINISTRATION
133 SOUTH 26TH STREET MEZZANINE
PHILADELPHIA,PA19104
  PC FOSTERING CROSS-SCALE COLLECTIVE ACTION IN A POLARIZED WORLD 100,000

UNIVERSITY OF PITTSBURGH

4200 FIFTH AVENUE 350 THACKERAY
HALL
PITTSBURGH,PA15260
  PC TEACHER LEARNING TO ENACT PRODUCTIVE DISCUSSIONS IN MATHEMATICS AND LITERACY 100,000

UNIVERSITY OF PITTSBURGH

4200 FIFTH AVENUE 350 THACKERAY
HALL
PITTSBURGH,PA15260
  PC INTRINSIC AND EXTRINSIC INFLUENCES ON YOUNG CHILDREN'S MATHEMATICAL ABILITIES 578,962

UNIVERSITY OF SOUTH CAROLINA

1244 BLOSSOM STREET
COLUMBIA,SC29201
  PC THE EMBODIED EMERGENCE OF SOCIAL COMMUNICATION : IMPLICATIONS FOR AUTISM IN INFANCY 125,000

UNIVERSITY OF TEXAS AT EL PASO

500 W UNIVERSITY AVENUE
EL PASO,TX79968
  PC EFFECTS OF FINANCIAL CONCERNS ON LOW-INCOME PARENTS' SPEECH TO CHILDREN 125,000

UNIVERSITY OF WASHINGTON

OFFICE OF RESEARCH GRANT AND
CONTRACT SERVICES 4333 BROOKLYN AVE
SEATTLE,WA98195
  PC PREPARING TEACHERS TO FACILITATE ASSET-BASED SCIENCE & LITERACY DISCOURSE IN DUAL AND MULTILINGUAL ELEMENTARY CLASSROOMS 538,597

UNIVERSITY OF WISCONSIN

21 NORTH PARK STREET SUITE 6401
MADISON,WI53715
  PC THEORETICAL AND PEDAGOGICAL IMPLICATIONS OF THE NONSYMBOLIC RATIO PROCESSING SYSTEM 417,786

UNIVERSITY OF WISCONSIN

21 NORTH PARK STREET SUITE 6401
MADISON,WI53715
  PC THEORETICAL AND PEDAGOGICAL IMPLICATIONS OF THE NONSYMBOLIC RATIO PROCESSING SYSTEM 100,000

UNIVERSITY OF WISCONSIN - MADISON

21 NORTH PARK STREET SUITE 6401
MADISON,WI53715
  PC THE DEVELOPMENT OF HIGHER-ORDER COGNITION: WORDS, CATEGORIES, AND CONCEPTS 100,000

UNIVERSITY OF WISCONSIN - MADISON

21 NORTH PARK STREET SUITE 6401
MADISON,WI53715
  PC THE DEVELOPMENT OF HIGHER-ORDER COGNITION: WORDS, CATEGORIES, AND CONCEPTS 125,000

UTRECHT UNIVERSITY

HEIDELBERGLAAN 8
UTRECHT   99999
NL
  PC INTEGRATING EVOLUTION, DEVELOPMENT, AND LEARNING IN PSYCHOLOGICAL SCIENCE 100,000

VRIJE UNIVERSITEIT AMSTERDAM

DE BOELELAAN 1105
AMSTERDAM   99999
NL
  PC DEVELOPING SENSORY-COGNITIVE PREDICTORS OF EVERYDAY FUNCTIONING WITH VISUAL IMPAIRMENT 250,000

WASHINGTON UNIVERSITY IN SAINT LOUIS

ONE BROOKINGS DRIVE CAMPUS BOX 1054
ST LOUIS,MO63130
  PC COLLECTIVE MEMORY COLLABORATIVE 560,927

WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY

1300 YORK AVENUE BOX 89
NEW YORK,NY10065
  PC COVID-19 CONSORTIUM FOR RECOVERY OF CONSCIOUSNESS 500,000

YALE UNIVERSITY

25 SCIENCE PARK 150 MUNSON STREET
3RD FLOOR
NEW HAVEN,CT06520
  PC A COMPLEX SYSTEMS APPROACH TO THE ORIGIN OF AUTOIMMUNE DISEASE COMBINING THEORY AND EXPERIMENT 100,000
Total .................................right arrow 3a 24,496,541
bApproved for future payment

CARNEGIE MELLON UNIVERSITY
OFFICE OF SPONSORED RESEARCH 5000
FORBES AVENUE HBH 3000
PITTSBURGH,PA15213
  PC A COORDINATION APPROACH TO EARLY LANGUAGE LEARNING 100,000

CARNEGIE MELLON UNIVERSITY
OFFICE OF SPONSORED RESEARCH 5000
FORBES AVENUE HBH 3000
PITTSBURGH,PA15213
  PC CLASSINSIGHT: INSIGHT ON TEACHER LEARNING BY SCAFFOLDING NOTICING AND REFLECTION 200,000

HARVARD UNIVERSITY
HARVARD UNIVERSITY MASSACHUSETTS
HALL
CAMBRIDGE,MA02115
  PC UNDERSTANDING FOSSIL PLANT-INSECT INTERACTIONS: A COMPLEX SYSTEMS APPROACH 100,000

HARVARD UNIVERSITY
HARVARD UNIVERSITY MASSACHUSETTS
HALL
CAMBRIDGE,MA02115
  PC LEARNING IN EARLY CHILDHOOD: A COMPUTATIONAL COGNITIVE DEVELOPMENT APPROACH 200,000

INDIANA UNIVERSITY
SPONSORED RESEARCH SERVICES 530
EAST KIRKWOOD AVENUE
BLOOMINGTON,IN47408
  PC USING AUTOMATED CONTROLLED REARING TO EXPLORE THE ORIGINS OF THE MIND 113,766

INDIANA UNIVERSITY
SPONSORED RESEARCH SERVICES 530
EAST KIRKWOOD AVENUE
BLOOMINGTON,IN47408
  PC UNDERSTANDING THE DEVELOPMENT OF EARLY MATHEMATICS KNOWLEDGE 100,000

INDIANA UNIVERSITY
SPONSORED RESEARCH SERVICES 530
EAST KIRKWOOD AVENUE
BLOOMINGTON,IN47408
  PC TEACHER COGNITION AND LEARNING ABOUT INCORPORATING SCIENCE REPRESENTATIONS IN ELEMENTARY CLASSROOMS 200,000

IOWA STATE UNIVERSITY
OFFICE OF SPONSORED PROGRAMS 1138
PEARSON HALL
AMES,IA50011
  PC IMPLEMENTING PRINCIPLES FROM THE SCIENCE OF LEARNING WITHIN EDUCATIONAL PRACTICE 240,157

KO UNIVERSITY
RESEARCH PROJECT DEVELOPMENT AND
TECHNOLOGY RUMELIFENERI YOLU 34450
ISTANBUL   99999
TU
  NC EVENT REPRESENTATION AND RELATIONAL LANGUAGE LEARNING 150,000

LUDWIG-MAXIMILIANS-UNIVERSITAT IN MUNICH
GESCHWISTER-SCHOLL-PLATZ-1
MUNICH   80539
GM
  PC THE EMERGENCE AND EARLY DEVELOPMENT OF MORALITY 100,000

MACQURIE UNIVERSITY
DEPARTMENT OF COGNITIVE SCIENCE
MACQUARIE UNIVERSITY
SYDNEY   99999
AS
  PC INVESTIGATING THE ROLE OF MULTISCALE COORDINATION DYNAMICS IN SHAPING PSYCHOTHERAPEUTIC OUTCOMES 200,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY
OFFICE OF SPONSORED PROGRAMS 77
MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139
  PC EMERGENCE AND SELF-ORGANIZATION OF PATTERNS IN PLANETARY POLAR ATMOSPHERES 200,000

NEW VENTURE FUND
1201 CONNECTICUT AVE NW
WASHINGTON,DC20036
  PC IN SUPPORT OF THE ECONOMIC MOBILITY INITIATIVE 8,000,000

NORTHWESTERN UNIVERSITY
OFFICE OF SPONSORED RESEARCH 633
CLARK STREET SUITE 2-502
EVANSTON,IL60208
  PC MULTI-SCALE MODELS OF DORMANCY SYSTEMS: FROM SPIDER MITE DIAPAUSE TO DISSEMINATED TUMOR CELLS QUIESCENCE 100,000

NORTHWESTERN UNIVERSITY
OFFICE OF SPONSORED RESEARCH 633
CLARK STREET SUITE 2-502
EVANSTON,IL60208
  PC DEVELOPING A MODEL OF TEACHING LEARNING TO SUPPORT CLASSROOM ENACTMENT OF PURPOSEFUL SENSEMAKING 200,000

PRINCETON UNIVERISTY
OFFICE OF RESEARCH AND PROJECT
ADMINISTRATION 4TH FLOOR NEW SOUTH
PRINCETON,NJ08544
  PC EMERGENT SWARMING BEHAVIORS THROUGH HYDRODYNAMIC FEEDBACK 100,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA
SPONSORED PROJECTS OFFICE 336
SPROUL HALL
BERKELEY,CA94720
  PC EVOLUTIONARY FORCES SHAPE ADAPTIVE IMMUNE REPERTOIRES ACROSS SCALES OF BIOLOGICAL ORGANIZATION 100,000

SANTA FE INSTITUTE
1399 HYDE PARK ROAD
SANTE FE,NM87501
  PC A NETWORK TOOL FOR STUDYING IMAGES AS EVOLVING SOCIAL AGENTS IN BIOFILM SCIENCE 200,000

STANFORD UNIVERSITY
OFFICE OF SPONSORED RESEARCH 484
BROADWAY STREET
REDWOOD CITY,CA94063
  PC COGNITIVE FOUNDATIONS OF DISTINCTIVELY HUMAN SOCIAL LEARNING 100,000

TEMPLE UNIVERSITY
1852 N 10TH STREET TASB 08354
PHILADELPHIA,PA19122
  PC DEVELOPING MATHEMATICAL SKILLS AND MOTIVATION 100,000

TEMPLE UNIVERSITY
1852 N 10TH STREET TASB 08354
PHILADELPHIA,PA19122
  PC THE DEVELOPMENT OF NOVICE TEACHERS ROLE-IDENTITIES AS DISCUSSION FACILITATORS IN SOCIAL STUDIES CLASSROOMS 889,861

THE JSM CHARITABLE TRUST
1034 SOUTH BRENTWOOD BLVD 1860
ST LOUIS,MO63117
  PF CHARITABLE 64,423,000

THE UNIVERSITY OF BRITISH COLUMBIA
OFFICE OF RESEARCH SERVICES 102 -
6190 AGRONOMY ROAD
VANCOUVER,BC99999
CA
  PC DOES TOP-DOWN PROCESSING SUPPORT INFANT DEVELOPMENT? 100,000

UNIVERSIDAD ADOLFO IBANEZ
DIAG LAS TORRES 2640
SANTIAGO   7941169
CI
  PC A METHOD FOR STUDYING SHARED MEANING IN CULTURAL GROUPS 187,500

UNIVERSITY OF ARIZONA
SPONSORED PROJECTS SERVICES PO BOX
210158 RM 510
TUCSON,AZ85721
  PC TEACHERS AS THINKERS: IMPROVING CLASSROOM COMMUNICATION IN MATHEMATICS 1,177,116

UNIVERSITY OF CALIFORNIA-BERKELEY
SPONSORED PROJECTS OFFICE 336
SPROUL HALL
BERKELEY,CA94720
  PC LEARNING TO LEARN: HOW POLYSEMY SCAFFOLDS DEVELOPMENT 100,000

UNIVERSITY OF CALIFORNIA-DAVIS
1850 RESEARCH PARK DRIVE
DAVIS,CA95618
  PC NEW TEACHERS LEARNING DISCIPLINED IMPROVISATION FOR MEANINGFUL TALK IN DIVERSE CLASSROOMS 200,000

UNIVERSITY OF COLORADO
OFFICE OF CONTRACTS AND GRANTS 3100
MARINE STREET ROOM 479
BOULDER,CO80303
  PC DEVELOPING A MODEL OF TEACHER LEARNING TO SUPPORT COMPUTATIONALLY RICH COMMUNICATION IN SCIENCE CLASSROOMS 883,267

UNIVERSITY OF CONNECTICUT
OFFICE FOR SPONSORED PROGRAMS 438
WHITNEY ROAD EXTENSION UNIT 1133
STORRS,CT06269
  PC HOW THE DYNAMICS OF EARLY INTERACTIONS SHAPE WORD LEARNING 200,000

UNIVERSITY OF DELAWARE
210 HULLIHEN HALL
NEWARK,DE19716
  PC UNDERSTANDING HOW ELEMENTARY TEACHERS TAKE UP DISCUSSION PRACTICES TO PROMOTE DISCIPLINARY LEARNING AND EQUITY 200,000

UNIVERSITY OF ILLINOIS
505 WRIGHT STREET 209 HAB MC 339
URBANA,IL61801
  PC UNDERSTANDING EARLY LANGUAGE ENVIRONMENTS: ANALYTIC TECHNIQUES AND OUTCOME PREDICTIONS 100,000

UNIVERSITY OF ILLINOIS AT CHICAGO
LEARNING SCIENCES RESEARCH
INSTITUTE 1240 W HARRISON STREET RO
CHICAGO,IL60607
  PC HOW TEACHERS LEARN: ORCHESTRATING DISCIPLINARY DISCOURSE IN SCIENCE, LITERATURE, AND MATHEMATICS CLASSROOMS 200,000

UNIVERSITY OF MICHIGAN
5082 WOLVERINE TWR 3003 S STATE
STREET
ANN ARBOR,WI48109
  PC TEACHERS LEARNING TO FACILITATE COMMUNICATION AND REASONING THROUGH INQUIRY WITH HISTORY AND SOCIAL SCIENCE SOURCES 200,000

UNIVERSITY OF MICHIGAN-ANN ARBOR
5082 WOLVERINE TWR 3003 S STATE
STREET
ANN ARBOR,MI48109
  PC MANAGING STUDENTS' CONTRIBUTIONS TO MATHEMATICAL WORK IN WHOLE CLASS DISCUSSIONS IN HIGH SCHOOL: HOW DO TEACHERS DECIDE WHAT TO DO? 200,000

UNIVERSITY OF MISSOURI-ST LOUIS
341 WOODS HALL
ST LOUIS,MO631214400
  PC ST. LOUIS TRANSLATIONAL FELLOWSHIPS IN EDUCATION 3,397,579

UNIVERSITY OF PENNSYLVANIA
OFFICE OF RESEARCH ADMINISTRATION
133 SOUTH 26TH STREET MEZZANINE
PHILADELPHIA,PA19104
  PC FOSTERING CROSS-SCALE COLLECTIVE ACTION IN A POLARIZED WORLD 100,000

UNIVERSITY OF PENNSYLVANIA
OFFICE OF RESEARCH ADMINISTRATION
133 SOUTH 26TH STREET MEZZANINE
PHILADELPHIA,PA19104
  PC LEVERAGING COMPLEXITY SCIENCE TO INVESTIGATE THE DEVELOPMENTAL ORIGINS OF SOCIAL LIFE 200,000

UNIVERSITY OF PENNSYLVANIA
OFFICE OF RESEARCH ADMINISTRATION
133 SOUTH 26TH STREET MEZZANINE
PHILADELPHIA,PA19104
  PC FACILITATING DIGITAL DISCOURSE: TEACHERS AS LEARNERS IN A DIGITAL AGE 962,279

UNIVERSITY OF PITTSBURGH
4200 FIFTH AVENUE 350 THACKERAY
HALL
PITTSBURGH,PA15260
  PC INTRINSIC AND EXTRINSIC INFLUENCES ON YOUNG CHILDREN'S MATHEMATICAL ABILITIES 200,000

UNIVERSITY OF PITTSBURGH
4200 FIFTH AVENUE 350 THACKERAY
HALL
PITTSBURGH,PA15260
  PC TEACHER LEARNING TO ENACT PRODUCTIVE DISCUSSIONS IN MATHEMATICS AND LITERACY 200,000

UNIVERSITY OF WASHINGTON
OFFICE OF RESEARCH GRANT AND
CONTRACT SERVICES 4333 BROOKLYN AVE
SEATTLE,WA98195
  PC PREPARING TEACHERS TO FACILITATE ASSET-BASED SCIENCE & LITERACY DISCOURSE IN DUAL AND MULTILINGUAL ELEMENTARY CLASSROOMS 1,043,764

UNIVERSITY OF WISCONSIN
21 NORTH PARK STREET SUITE 6401
MADISON,WI53715
  PC THEORETICAL AND PEDAGOGICAL IMPLICATIONS OF THE NONSYMBOLIC RATIO PROCESSING SYSTEM 100,000

UNIVERSITY OF WISCONSIN - MADISON
21 NORTH PARK STREET SUITE 6401
MADISON,WI53715
  PC THE DEVELOPMENT OF HIGHER-ORDER COGNITION: WORDS, CATEGORIES, AND CONCEPTS 100,000

UNIVERSITY OF WISCONSIN - MADISON
21 NORTH PARK STREET SUITE 6401
MADISON,WI53715
  PC ADVANCING TEACHERS' PEDAGOGICAL REASONING AND PRACTICES WITH TOOLS 200,000

UTRECHT UNIVERSITY
HEIDELBERGLAAN 8
UTRECHT   99999
NL
  PC INTEGRATING EVOLUTION, DEVELOPMENT, AND LEARNING IN PSYCHOLOGICAL SCIENCE 100,000

WASHINGTON UNIVERSITY IN SAINT LOUIS
ONE BROOKINGS DRIVE CAMPUS BOX 1054
ST LOUIS,MO63130
  PC COLLECTIVE MEMORY COLLABORATIVE 150,000

WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVE CAMPUS BOX 1054
ST LOUIS,MO63130
  PC ST. LOUIS TRANSLATIONAL FELLOWSHIPS IN EDUCATION 3,001,319

YALE UNIVERSITY
OFFICE OF SPONSORED PROJECTS 25
SCIENCE PARK
NEW HAVEN,CT06520
  PC A COMPLEX SYSTEMS APPROACH TO THE ORIGIN OF AUTOIMMUNE DISEASE COMBINING THEORY AND EXPERIMENT 100,000
Total ................................. right arrow 3b 89,719,608
Form 990-PF (2022)
Form 990-PF (2022)
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 1,521,914  
4 Dividends and interest from securities ....     14 7,088,393  
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 .....     14 585,951  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 19,603,795  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aATLAS CAPITAL RESOURCES II (A6-INTL)
531120 -41,305      
bBLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 531120 14,727      
cBLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ 531120 -3,852      
dBPEA III 531120 51,396      
eHG CAPITAL 8A 531120 631,025      
fKINETIC VENTURES IX 531120 542,087      
gMERCER PRIVATE INVESTMENT PARTNERS V 531120 116,934      
hMERCER PRIVATE INVESTMENT PARTNERS VI 531120 -73,635      
iNEWBURY EQUITY PARTNERS 531120 1,033      
jOAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) 531120 -369      
kQUANTUM ENERGY PARTNERS VI 531120 106,544      
lSENTINEL CAPITAL PARTNERS V 531120 29,917      
mSTIRLING SQUARE CAP PART 3RD FUND A 531120 -111      
nSWEETWATER SECONDARIES FUND II 531120 24      
oVECTIS HEALTHCARE & LIFE SCIENCES II 531120 -15,116      
12 Subtotal. Add columns (b), (d), and (e) .. 1,359,299 28,800,053 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
30,159,352
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


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Form 990PF - Special Condition Description:
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TY 2022 ExpenditureResponsibilityStmt
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
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
KOC UNIVERSITY
 
RUMELIFENERI YOLYU 3445 SARIYER
ISTANBUL    
TU
2022-06-27 600,000 EVENT REPRESENTATION AND RELATIONAL LANGUAGE LEARNING 100,000 NONE 12/09/22    
UNIVERSIDAD DE LOS ANDES
 
CRA 1 18A-10
BOGOTA    
CO
2022-03-07 250,000 OFF THE RAILS: MORAL PSYCHOLOGY BEYOND TRADITIONAL BORDERS 62,500 NONE 09/01/22    
THE JSM CHARITABLE TRUST
 
1034 SOUTH BRENTWOOD BLVD SUITE
1860
ST LOUIS,MO63117
2022-11-15 7,065,000 THE ABOVE GRANTS WERE DISTRIBUTED BY JSMCT IN 2022 TO VARIOUS PUBLIC CHARITIES DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE 7,065,000 NONE 12/18/22    
UNIVERSIDAD ADOLFO IBANEZ
 
2640 DIAGONAL LAS TORRES
CI
2022-09-12 250,000 A METHOD FOR STUDYING SHARED MEANING IN CULTURAL GROUPS 62,500 NONE 2023    

TY 2022 InvestmentsCorpBondsSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA SHORT-TERM BOND FUND 30,790,016 28,548,858

TY 2022 InvestmentsCorpStockSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Name of Stock End of Year Book Value End of Year Fair Market Value
DIMENSIONAL FUND ADVISORS SMALL CO. FUND 1,131,035 1,307,208

TY 2022 InvestmentsOtherSchedule2
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1798 UK SMALL CAP BEST IDEAS FUN LTD AT COST 6,360,207 10,006,740
ABERDEEN EMERGING MARKETS INSTL FUND AT COST 13,000,000 11,221,147
AEW CORE PROPERTY TRUST AT COST 3,000,000 5,163,451
CEVIAN CAPITAL II, LTD AT COST 8,235,332 11,186,797
CHARTERHOUSE CAPITAL PARTNERS X AT COST 1,929,587 1,516,452
DODGE & COX INTL STOCK FUND AT COST 17,000,000 18,676,606
GMO US QUALITY EQUITY FUND III AT COST 37,599,974 37,178,890
HARBOR SPRING CAPITAL PARTNERS LP AT COST 4,333,334 4,239,694
ISHARES TR S&P GSSI NAT RES FD AT COST 6,083,585 6,139,660
MFS INTL VALUE FUND AT COST 11,681,323 12,450,477
PHARO GAIA FUND, LTD AT COST 3,500,000 3,284,027
SILCHESTER GLOBAL BOND FUND AT COST 23,829,228 25,896,736
VALINOR CAPITAL PARTNERS OFFSHORE, LTD AT COST 230,935 448,959
VAN ECK GLOBAL HARD ASSETS FUND AT COST 12,473,572 9,944,802
VANGUARD EMERGING MARKETS STOCK INDEX FUND AT COST 14,999,827 13,092,772
VANGUARD INSTL INDEX FUND AT COST 46,633,966 43,312,935
ANCHORAGE CAPITAL PARTNERS OFFSHORE LTD AT COST 179,983 589,570
AURELIUS CAPITAL INTERNATIONAL LTD AT COST 6,000,000 11,473,784
ELLIOT INTERNATIONAL AT COST 6,000,000 30,352,398
KING STREET CAPITAL LTS CL A SERIES 1 AT COST 397,492 956,171
SECURITY DEPOSITS AT COST 2,992 2,992
SILVER POINT CAPITAL OFFSHORE FUND LTD AT COST 1,000,000 7,721,020
STARK GLOBAL OPPORTUNITIES AT COST 279,995 128,896
SHELLBACK FUND LP AT COST 4,092,546 8,233,624
HILLHOUSE CHINA VALUE FEEDER AT COST 2,700,000 4,624,182
HILLHOUSE GAOLING FEEDER AT COST 5,300,000 6,490,009
LIGHT STREET TUNGSTEN OFFSHORE AT COST 1,943,464 1,255,576
HASHICORP INC AT COST 28,100 21,599
LEGALZOOM COM INC AT COST 58,553 35,078

TY 2022 LegalFeesSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & LEGAL 23,345 17,460   5,885


TY 2022 OtherAssetsSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
AEW CORE PROPERTY U.S. 3,533,181 3,570,144 5,163,451
AMERICAN SECURITIES CAPITAL PARTNERS VI LP 229,469 216,674 1,544,889
AMERICAN SECURITIES CAPITAL PARTNERS VII LP 1,318,250 1,532,034 3,582,156
ARTIMAN VENTURES III, LP 472,539 471,301 830,714
ATLAS CAPITAL RESOURCES II LP 721,456 691,062 1,092,954
AVALON VENTURES X, LP 1,101,598 1,180,003 981,855
AVALON VENTURES XI, LP 1,105,126 1,156,397 1,881,727
BC EUROPEAN CAPITAL IX 896,948 530,726 884,247
BENSELL US FEEDER III, LP 5,197,947 4,917,214 609,248
BLACKSTONE REAL ESTATE PARTNERS VIII TE 1 L.P. 481,824 202,490 810,128
BLACKSTONE TACTICAL OPPORTUNITIES FUND II L.P. 215,226 152,688 525,441
BROOKE PRIVATE EQUITY PARTNERS III LP 1,242,245 849,262 1,747,501
CALERA CAPITAL PARTNERS V LP 989,509 1,224,191 2,422,179
CARLYLE POWER PARTNERS II-A LP 1,593,907 1,490,341 2,241,170
CERBERUS INSTITUTIONAL PARTNERS, L.P.-SERIES 4 182,738 133,170 83,999
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP 8,148,203 8,482,947 8,311,828
DFJ GROWTH 2013 LP 714,294 639,781 2,021,089
DFJ GROWTH III 1,398,211 1,354,609 2,866,113
ENCAP ENERGY CAPITAL FUND IX-C, LP 1,761,466 1,358,980 871,911
ENCAP ENERGY CAPITAL FUND VIII CO-INVESTORS B LP 2,740,992 2,855,280 2,514,180
ENCAP ENERGY CAPITAL FUND VIII-B, LP 4,226,173 4,144,957 1,680,553
ENCAP ENERGY CAPITAL FUND X-C, L.P. 1,215,638 1,050,820 1,267,830
ENCAP ENERGY CAPITAL FUND XI-C, LP 470,597 1,689,056 1,988,848
ENCAP FLATROCK MIDSTREAM FUND II-C LP 893,569 786,019 289,233
ENCAP FLATROCK MIDSTREAM FUND III-C LP 904,124 910,150 763,310
EUROPEAN SECONDARY DEVELOPMENT FUND V LP -138,163 543,763 546,242
GENSTAR CAPITAL PARTNERS VI, LP 665,986 628,801 586,742
GENSTAR CAPITAL PARTNERS VII, LP 982,644 985,840 1,667,481
GENSTAR CAPITAL PARTNERS VIII LP 1,554,456 1,443,022 3,742,000
GREAT HILL EQUITY PARTNERS IV, LP -465,075 749,428 3,117,624
GREAT HILL EQUITY PARTNERS V, LP 458,799 442,136 1,201,603
GREAT HILL EQUITY PARTNERS VI, LP 869,208 842,142 2,069,658
HG CAPITAL 8A 1,202,565 1,091,556 2,635,180
HIG ADVANTAGE BUYOUT FUND 2,203,767 2,976,887 4,648,053
IDG VENTURES USA III LP 959,528 925,220 1,679,308
INSTITUTIONAL VENTURE PARTNERS XV, L.P. 949,821 921,811 2,393,331
INSTITUTIONAL VENTURE PARTNERS, XIII, LP -13,591 162,800 191,054
KINETIC VENTURES IX, LP 511,476 515,770 913,866
LIME ROCK PARTNERS V, LP 367,314 484,796 302,978
LIME ROCK RESOURCES II-C, LP 752,279 563,068 0
LIME ROCK RESOURCES III-C, LP 1,260,826 840,858 1,965,959
LIME ROCK RESOURCES IV-C, LP 1,437,579 1,270,326 2,377,668
LOVELL MINNICK EQUITY PARTNERS III-A, LP 112,525 156,649 391,690
LOVELL MINNICK EQUITY PARTNERS IV-A, LP 1,737,701 1,764,243 2,216,232
MAKURIA INVESTMENTS I 181,431 159,651 136,688
MERCER PRIVATE INVESTMENT PARTNERS V 39,834,403 50,206,604 71,242,862
MERCER PRIVATE INVESTMENT PARTNERS VI 0 37,499,544 42,144,727
MERIT ENERGY PARTNERS I 833,815 813,155 1,129,261
MERIT ENERGY PARTNERS J 1,516,598 1,451,904 2,428,128
NEWBURY EQUITY PARTNERS -1,489,344 319,086 653,087
OAKTREE OPPORTUNITIES FUND IX 1,787,360 1,573,064 3,848,033
OAKTREE OPPORTUNITIES FUND VIII, L.P. 47,192 38,984 13,908
OCM OPPORTUNITIES FUND V -33,156 0 0
OCM OPPORTUNITIES FUND VI -62,074 0 0
OCM OPPORTUNITIES FUND VII, LP 107,067 47,006 35,115
OCM OPPORTUNITIES FUND VIIB, LP 575,600 83,328 3,932
PRISA LP 4,849,073 5,692,392 11,649,024
PROLOG CAPITAL IV 268,928 164,720 830,427
QUANTUM ENERGY PARTNERS VI, LP -51,232 144,270 2,237,928
REALTY ASSOCIATES FUND X UTP, LP 20,823 3,588 0
RESOURCE CAPITAL FUND V LP 255,566 152,762 43,076
RHO VENTURES V, LP 776,080 570,894 385,443
RIVERSIDE FUND V, LP 43,816 0 695
RIVERVEST VENTURE FUND III LP 1,221,874 1,198,243 693,134
RIVERVEST VENTURE FUND IV LP 3,000,274 4,704,208 5,869,255
RIVERVEST VENTURE FUND V 0 1,308,717 1,338,987
SAIF PARTNERS IV LP 1,560,621 1,336,248 1,991,657
SAYBROOK CORPORATE OPPORTUNITY FUND II 600,900 604,952 2,015,659
SENTINEL CAPITAL PARTNERS V 762,527 399,832 664,426
SHOREVIEW CAPITAL PARTNERS III 653,606 630,163 1,031,085
SILVER LAKE PARTNERS V 803,562 1,155,995 2,466,975
SILVER LAKE PARTNERSHIP IV, LP 2,638,267 1,395,154 3,596,654
STIRLING SQUARE CAP PART 3RD FUND A 736,810 752,956 962,088
SWEETWATER SECONDARIES FUND II 4,116,340 3,555,348 4,874,349
THE COLUMN GROUP 1,269,471 1,265,661 1,420,738
THE SILCHESTER INT'L INVESTORS INT'L VALUE EQUITY TRUST 26,053,156 28,153,229 25,896,736
THOMAS WEISEL GLOBAL GROWTH PARTNERS IV (S), LP 612,955 561,335 322,578
THOMPSON STREET CAPITAL III 603,038 398,834 451,731
THOMPSON STREET CAPITAL IV 1,016,383 734,181 1,612,833
RMS HOLDING I 257 0 0
TRUSTBRIDGE PARTNERS V 1,761,961 1,496,375 1,358,978
UBS TRUMBULL PROPERTY FUND LP 6,114,238 4,623,507 6,564,406
VECTIS HEALTHCARE & LIFE SCIENCES FUND II, LP 2,356,071 2,657,299 4,641,903
VECTIS LIFE SCIENCE FUND I 1,470,320 1,583,740 525,003
WARBURG PINCUS PRIVATE EQUITY X, LP -413,464 411,380 265,431
WARBURG PINCUS PRIVATE EQUITY XI, LP 910,402 685,919 920,104
WARBURG PINCUS PRIVATE EQUITY XII, LP 871,937 688,961 2,524,254
WLR RECOVERY FUND V, LP 1,258,525 792,933 740,977
TSCP CV I 701,359 705,719 842,799


TY 2022 OtherExpensesSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER EQUIPMENT 16,079 0   16,079
EQUIPMENT MAINTENANCE & RENTAL 3,914 0   3,914
INSURANCE 7,443 0   7,443
MEDICAL INSURANCE 103,442 0   103,442
MISCELLANEOUS EXPENSE 521 0   521
OFFICE AND COMPUTER SUPPLIES 2,391 0   2,391
POSTAGE 186 0   186
PROGRAM ADMINISTRATION 99,581 0   99,581
PROGRAM HORORARIUMS 90,000 0   90,000
SUBS COMP 5,570 0   5,570
SUBSCRIPTIONS, BOOKS, PROF. MEMBERSHIPS 3,782 0   3,782
CONFERENCES & CONSULTANTS 72,332 0   72,332
AEW CORE PROPERTY U.S. 33,219 33,219   0
AMERICAN SECURITIES PARTNERS VI 1,448 1,448   0
AMERICAN SECURITIES PARTNERS VII 8,695 8,695   0
ARTIMAN VENTURES III 1,241 1,241   0
ATLAS CAPITAL RESOURCES II 14,679 14,679   0
ATLAS CAPITAL RESOURCES II (A-1 INTL) 388 388   0
ATLAS CAPITAL RESOURCES II (A2-INTL) 225 225   0
ATLAS CAPITAL RESOURCES II A3-F 244 244   0
ATLAS CAPITAL RESOURCES II (A4-F2) 206 206   0
ATLAS CAPITAL RESOURCES II (A5-INTL) 75 75   0
ATLAS CAPITAL RESOURCES II (A5-F) 240 240   0
ATLAS CAPITAL RESOURCES II (A6-INTL) 396 396   0
ATLAS CAPITAL RESOURCES II (A7-F) 438 438   0
ATLAS CAPITAL RESOURCES II (A9-F) 188 188   0
ATLAS CAPITAL RESOURCES II (A10-F) 203 203   0
AVALON VENTURES X 26,620 26,620   0
AVALON VENTURES XI 29,270 29,270   0
BC EUROPEAN CAPITAL IX-4 8,725 8,725   0
BLCKSTONE TACTICAL OPPORTUNITIES FUND II 3,326 3,326   0
BLCKSTONE TACTICAL OPPORTUNITIES FUND II-Q 587 587   0
BLACKSTONE TACTICAL OPP FUND II CAYMAN 2,088 2,088   0
BLACKSTONE TACTICAL OPP FUND II (IPO) 24 24   0
BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 6,396 6,396   0
BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ 453 453   0
BPEA III 38,072 38,072   0
CALERA V 21,572 21,572   0
CALERA V AIV II 799 799   0
CERBERUS PARTNERS SERIES 4 1,234 1,234   0
CIP4 AIV 32 32   0
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS 220,232 220,232   0
DFJ GROWTH 2013 29,398 29,398   0
DFJ GROWTH III 44,032 44,032   0
ENCAP ENERGY CAPITAL FUND VIII-B 1,301 1,301   0
ENCAP ENERGY CAPITAL FUND VIII CO-INVESTORS B 533 533   0
ENCAP ENERGY CAPITAL FUND IX-C 240 240   0
ENCAP ENERGY CAPITAL FUND X-C 118 118   0
ENCAP ENERGY CAPITAL FUND XI-C 227 227   0
ENCAP FLATROCK MIDSTREAM FUND II-C 950 950   0
ENCAP FLATROCK MIDSTREAM FUND III-C 610 610   0
EUROPEAN SECONDARY DEVELOPMENT FUND V 14,072 14,072   0
GENSTAR CAPITAL PARTNERS VI 1,342 1,342   0
GENSTAR CAPITAL PARTNERS VII 16,521 16,521   0
GENSTAR CAPITAL PARTNERS VII AIV (BR) 176 176   0
GENSTAR CAPITAL PARTNERS VIII BL 28,327 28,327   0
GENSTAR CAPITAL PARTNERS VIII BL AIV 285 285   0
GREAT HILL EQUITY PARTNERS IV 1,232 1,232   0
GREAT HILL EQUITY PARTNERS IV-A 356 356   0
GREAT HILL EQUITY PARTNERS V 22,227 22,227   0
GREAT HILL EQUITY PARTNERS V-A 208 208   0
GREAT HILL EQUITY PARTNERS VI 26,883 26,883   0
GREAT HILL EQUITY PARTNERS VI-A 44 44   0
HG CAPITAL 8A 45,955 45,955   0
HIG ADVANTAGE BUYOUT FUND 153,821 153,821   0
HIG ADVANTAGE BUYOUT FUND AIV B 260 260   0
IDG VENTURES USA III 26,097 26,097   0
INSTITUTIONAL VENTURE PARTNERS XIII 5,313 5,313   0
INSTITUTIONAL VENTURE PARTNERS XV 34,457 34,457   0
KINETIC VENTURES IX 18,190 18,190   0
LIME ROCK PARTNERS V 1,350 1,350   0
LIME ROCK RESOURCES II-C 15,422 15,422   0
LIME ROCK RESOURCES III-C 99,487 99,487   0
LIME ROCK RESOURCES IV-C 179,567 179,567   0
LOVELL MINNICK EQUITY PARTNERS III-A 18,254 18,254   0
LOVELL MINNICK EQUITY PARTNERS IV-A 44,137 44,137   0
MAKURIA INVESTMENTS I (HEDGE FUND 1701) 337 337   0
MERCER PRIVATE INVESTMENT PARTNERS V 1,250,417 1,250,417   0
MERCER PRIVATE INVESTMENT PARTNERS VI 1,005,507 1,005,507   0
MERIT ENERGY PARTNERS I 35,976 35,976   0
MERIT ENERGY PARTNERS J 76,565 76,565   0
NEWBURY EQUITY PARTNERS 9,664 9,664   0
OAKTREE OPPORTUNITIES FUND VIII 536 536   0
OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) 22 22   0
OAKTREE OPPORTUNITIES FUND VIII AIF (CAYMAN) 28 28   0
OAKTREE OPPORTUNITIES FUND IX 17,744 17,744   0
OAKTREE OPPORTUNITIES FUND IX AIF (CAYMAN) 3,313 3,313   0
OAKTREE OPPORTUNITIES FUND IX AIF (DELAWARE) 19 19   0
OCM OPPORTUNITIES FUND VII 559 559   0
OCM OPPORTUNITIES FUND VII, LP AIF (DELAWARE) 24 24   0
OCM OPPORTUNITIES FUND VIIB AIF (CAYMAN) 16 16   0
OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) 9 9   0
OCM OPPORTUNITIES FUND VIIB 479 479   0
PRISA 53,832 53,832   0
PROLOG HEALTY LIVING FUND II 10,590 10,590   0
QUANTUM ENERGY PARTNERS VI 428,910 428,910   0
RESOURCE CAPITAL FUND V 561 561   0
RHO VENTURES V 1,985 1,985   0
RIVERSIDE FUND V 2,437 2,437   0
RIVERVEST VENTURE FUND III 32,018 32,018   0
RIVERVEST VENTURE FUND IV 130,509 130,509   0
RIVERVEST VENTURE FUND V 86,326 86,326   0
SAIF PARTNERS IV 16,122 16,122   0
SAYBROOK CORPORATE OPPORTUNITY FUND II 11,144 11,144   0
SENTINEL CAPITAL PARTNERS V 1,382 1,382   0
SHOREVIEW PARALLEL PARTNERS III 3,916 3,916   0
SILVER LAKE PARTNERS IV 16,549 16,549   0
SILVER LAKE PARTNERS IV CAYMAN 171 171   0
SILVER LAKE PARTNERS IV AIV II CAYMAN 66 66   0
SLP IV OLYMPIAN FEEDER I 5 5   0
SLP IV SECOND OLYMPIAN FEEDER I 5 5   0
SLP IV RV FEEDER I 22 22   0
SLP IV RV FOI FEEDER I 13 13   0
SLP IV BASQUIAT FEEDER I 97 97   0
SLP IV BASQUIAT FEEDER I-A 25 25   0
SLP IV CARDINAL FEEDER I 51 51   0
SLP IV WEST FEEDER I 71 71   0
SLP IV WEST FEEDER I-A 24 24   0
SILVER LAKE PARTNERS V 16,713 16,713   0
SILVER LAKE PARTNERS V CAYMAN 211 211   0
SILVER LAKE PARTNERS V DE (AIV VI) 11 11   0
SLP V DUFFLE FEEDER I 18 18   0
SLP V OLYMPIAN FEEDER I 174 174   0
SLP V VENICEFEEDER I 66 66   0
STIRLING SQUARE CAP PART 3RD FUND A 14,950 14,950   0
SWEETWATER SECONDARIES FUND II 61,828 61,828   0
THE COLUMN GROUP III-A 21,395 21,395   0
THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST 99 99   0
THOMAS WEISEL GLOBAL PARTNERS IV 8,254 8,254   0
THOMPSON STREET CAPITAL PARTNERS III 1,152 1,152   0
THOMPSON STREET CAPITAL PARTNERS IV 19,639 19,639   0
TSCP CV I 6,487 6,487   0
TRUSTBRIDGE PARTNERS V 24,530 24,530   0
UBS (US) TRUMBULL PROPERTY FUND 59,318 59,318   0
VECTIS HEALTHCARE & LIFE SCIENCES II 45,633 45,633   0
VECTIS LIFE SCIENCES FUND I 19,206 19,206   0
WARBURG PINCUS PRIVATE EQUITY X 758 758   0
WARBURG PINCUS GANYMEDE-II PRIVATE EQUITY X 256 256   0
WARBURG PINCUS PRIVATE EQUITY XI 7,263 7,263   0
WARBURG PINCUS (CALLISTO) P/E XI CAYMAN 1,363 1,363   0
WARBURG PINCUS PRIVATE EQUITY (E&P) XI-B 117 117   0
WARBURG PINCUS PRIVATE EQUITY XI (INTERNATIONAL) 86 86   0
WARBURG PINCUS PRIVATE EQUITY XII 6,225 6,225   0
WARBURG PINCUS PRIVATE EQUITY XII (INTERNATIONAL) 53 53   0
WARBURG PINCUS PRIVATE EQUITY XII (FT-2) 57 57   0
WARBURG PINCUS PRIVATE EQUITY (E&P) XII MAIN-2 31 31   0
WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B) 98 98   0
WLR RECOVERY FUND V 2,119 2,119   0
WLR RECOVERY FUND V DSS AIV 1,545 1,545   0


TY 2022 OtherIncomeSchedule2
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ATLAS CAPITAL RESOURCES II 463 463 463
ATLAS CAPITAL RESOURCES II (A-1 INTL) -882 -882 -882
ATLAS CAPITAL RESOURCES II (A2-INTL) -445 -445 -445
ATLAS CAPITAL RESOURCES II (A6-INTL) -445 -445 -445
BC EUROPEAN CAPITAL IX-4 -3,118 -3,118 -3,118
BLACKSTONE TACTICAL OPP FUND II CAYMAN 7,920 7,920 7,920
BLACKSTONE TACTICAL OPP FUND II (IPO) 31 31 31
BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 -27 -27 -27
BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ -747 -747 -747
BPEA III -26,080 -26,080 -26,080
CALERA V AIV II -7,981 -7,981 -7,981
CERBERUS PARTNERS SERIES 4 819 819 819
CIP4 AIV 59 59 59
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS 62,513 62,513 62,513
ENCAP ENERGY CAPITAL FUND IX-C 9 9 9
EUROPEAN SECONDARY DEVELOPMENT FUND V 3,148 3,148 3,148
GREAT HILL EQUITY PARTNERS IV -6,186 -6,186 -6,186
GREAT HILL EQUITY PARTNERS IV-A 215 215 215
GREAT HILL EQUITY PARTNERS V-A 157 157 157
HG CAPITAL 8A -647,571 -647,571 -647,571
HIG ADVANTAGE BUYOUT FUND 8,662 8,662 8,662
KINETIC VENTURES IX -539,372 -539,372 -539,372
LIME ROCK RESOURCES III-C 126,380 126,380 126,380
LIME ROCK RESOURCES IV-C 226,948 226,948 226,948
MAKURIA INVESTMENTS I (HEDGE FUND 1701) 11,685 11,685 11,685
MERCER PRIVATE INVESTMENT PARTNERS V 582,421 582,421 582,421
MERCER PRIVATE INVESTMENT PARTNERS VI -244,777 -244,777 -244,777
MERIT ENERGY PARTNERS I 155,790 155,790 155,790
MERIT ENERGY PARTNERS J 354,035 354,035 354,035
NEWBURY EQUITY PARTNERS 1,086 1,086 1,086
OAKTREE OPPORTUNITIES FUND VIII 773 773 773
OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) 367 367 367
OAKTREE OPPORTUNITIES FUND VIII AIF (CAYMAN) 157 157 157
OAKTREE OPPORTUNITIES FUND IX 1,486 1,486 1,486
OAKTREE OPPORTUNITIES FUND IX AIF (CAYMAN) 426 426 426
OCM OPPORTUNITIES FUND VII 1,159 1,159 1,159
OCM OPPORTUNITIES FUND VIIB AIF (CAYMAN) 5 5 5
OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) 26 26 26
OCM OPPORTUNITIES FUND VIIB 2,570 2,570 2,570
QUANTUM ENERGY PARTNERS VI 522,002 522,002 522,002
REALTY ASSOCIATES FUND X UTP -1,460 -1,460 -1,460
SAIF PARTNERS IV -1,286 -1,286 -1,286
SENTINEL CAPITAL PARTNERS V 9,117 9,117 9,117
SILVER LAKE PARTNERS IV CAYMAN -613 -613 -613
SILVER LAKE PARTNERS V CAYMAN 79 79 79
STIRLING SQUARE CAP PART 3RD FUND A 23 23 23
SWEETWATER SECONDARIES FUND II 4,158 4,158 4,158
THE SILCHESTER INTL INVESTORS INTL VALUE EQUITY TRUST -25,823 -25,823 -25,823
THOMAS WEISEL GLOBAL PARTNERS IV 147 147 147
VECTIS HEALTHCARE & LIFE SCIENCES II 6,277 6,277 6,277
VECTIS LIFE SCIENCES FUND I 49 49 49
WARBURG PINCUS PRIVATE EQUITY X -759 -759 -759
WARBURG PINCUS PRIVATE EQUITY XI 1,402 1,402 1,402
WARBURG PINCUS (CALLISTO) P/E XI CAYMAN -53 -53 -53
WARBURG PINCUS PRIVATE EQUITY XII 779 779 779
WLR RECOVERY FUND V 175 175 175
OTHER MISC INCOME 58 58 58
ATLAS CAPITAL RESOURCES II (A6-INTL) -41,305   -41,305
BLACKSTONE REAL ESTATE PARTNERS VIII, TE 1 14,727   14,727
BLACKSTONE REAL ESTATE PARTNERS VIII TE 1-NQ -3,852   -3,852
BPEA III 51,396   51,396
HG CAPITAL 8A 631,025   631,025
KINETIC VENTURES IX 542,087   542,087
MERCER PRIVATE INVESTMENT PARTNERS V 116,934   116,934
MERCER PRIVATE INVESTMENT PARTNERS VI -73,635   -73,635
NEWBURY EQUITY PARTNERS 1,033   1,033
OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) -369   -369
QUANTUM ENERGY PARTNERS VI 106,544   106,544
SENTINEL CAPITAL PARTNERS V 29,917   29,917
STIRLING SQUARE CAP PART 3RD FUND A -111   -111
SWEETWATER SECONDARIES FUND II 24   24
VECTIS HEALTHCARE & LIFE SCIENCES II -15,116   -15,116


TY 2022 OtherIncreasesSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Description Amount
ADJUSTMENT FROM FAIR MARKET VALUE TO BOOK VALUE AND TIMING DIFFERENCES 6,690,973
RECOVERY OF PRIOR YEAR AMOUNTS TREATED AS QUALIFING DISTRIBUTIONS 156,532
NON-DEDUCTIBLE EXPENSES 71,404
TAX EXEMPT INCOME 155


TY 2022 OtherProfessionalFeesSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL SERVICE FEE - J&J 321,849 289,664   32,185
MERCER FEES 124,840 124,840   0
AGENCY FEES- BANK OF AMERICA 108,505 108,505   0


TY 2022 TaxesSchedule
Name:
JAMES S MCDONNELL FOUNDATION
EIN:
54-2074788
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EMPLOYER FICA & MEDICARE 42,767 0   42,767
FEDERAL EXCISE TAX 1,724,065 0   0
FOREIGN TAXES PAID - BANK OF AMERICA 595 169,905 169,905   0
FROM K-1S 124,918 124,918   0