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
SMITH RICHARDSON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)701 GREEN VALLEY ROAD 306
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBORO, NC274087096
A Employer identification number

56-0611550
B Telephone number (see instructions)

(336) 379-8600
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$517,774,018J 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) 3,114,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,251 4,251  
4 Dividends and interest from securities... 8,435,796 8,383,447  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,119,416
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 8,120,687
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
List of Attached Documents:
// Content
-74,047,856 1,690,582  
12 Total. Add lines 1 through 11........ -54,374,393 18,198,967  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,937,143 0   1,937,143
14 Other employee salaries and wages...... 1,183,816 0   1,173,816
15 Pension plans, employee benefits....... 350,762 0   895,064
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,996 0   4,996
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
110,026 0   110,026
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
316,437 6,795,855   335,452
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
358,753 0   120,999
19 Depreciation (attach schedule) and depletion... 51,922 0  
20 Occupancy.............. 35,307 0   35,307
21 Travel, conferences, and meetings....... 60,883 0   60,883
22 Printing and publications.......... 550 0   550
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
557,636 0   557,758
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,968,231 6,795,855   5,231,994
25 Contributions, gifts, grants paid....... 30,159,250 26,366,668
26 Total expenses and disbursements. Add lines 24 and 25 35,127,481 6,795,855   31,598,662
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,501,874
b Net investment income (if negative, enter -0-) 11,403,112
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............. 437,408 396,942 396,942
2 Savings and temporary cash investments......... 764,877 655,093 655,093
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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.......... 278,810 298,428 298,428
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 605,066,206 Click to see attachment
List of Attached Documents:
// Content
515,902,008 		515,902,008
14 Land, buildings, and equipment: basis right arrow1,196,213
Less: accumulated depreciation (attach schedule) right arrow1,090,497 122,141 105,716 105,716
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
25,462 		Click to see attachment
List of Attached Documents:
// Content
415,831 		Click to see attachment
List of Attached Documents:
// Content
415,831
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 606,694,904 517,774,018 517,774,018
Liabilities 17 Accounts payable and accrued expenses.......... 17,434,378 16,728,113
18 Grants payable................. 6,928,007 8,911,509
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) Click to see attachment
List of Attached Documents:
// Content
2,686,098 		Click to see attachment
List of Attached Documents:
// Content
1,989,849
23 Total liabilities (add lines 17 through 22)......... 27,048,483 27,629,471
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........... 579,646,421 490,144,547
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........    
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)..... 579,646,421 490,144,547
30 Total liabilities and net assets/fund balances (see instructions). 606,694,904 517,774,018
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
579,646,421
2
Enter amount from Part I, line 27a .....................
2
-89,501,874
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
490,144,547
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
490,144,547
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 MOORINGS CAPITAL LLC (LT - GROSS) P 2020-01-01 2022-12-31
b MOORINGS CAPITAL LLC (ST - GROSS) P 2022-01-01 2022-12-31
c UBI LONG-TERM CAPITAL LOSS P 2020-01-01 2022-12-31
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       15,247,052
b       -7,127,636
c       1,271
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       15,247,052
b       -7,127,636
c       1,271
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 8,120,687
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) 1 158,503
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........................... 3 158,503
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- ..... 5 158,503
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 306,368
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 306,368
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 147,865
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow147,865 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 arrowNC, CT
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 Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SRF.ORG
14
The books are in care ofright arrowROSS HEMPHILL Telephone no.right arrow (336) 379-8600

Located atright arrow701 GREEN VALLEY ROAD SUITE 306GREENSBORONC ZIP+4right arrow274087096
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
 
No
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
 
 
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
Yes
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PL RICHARDSON CHAIRMAN OF THE TRUSTEES, PRESIDENT
50.00 		689,946 299,615 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
194374 SHOWN IN COL D WAS NOT N/A
0.00 		0 0 0
PAID TO MR RICHARDSON IN CY THIS IS
UNVESTED RETIREMENT BENEFIT ACCR
GREENSBORO,NC27408
MR RICHARDSON'S SUPPLEMENTAL N/A
0.00 		0 0 0
RETIREMENT BENEFITS ARE BEING
ACCRUED OVER HIS EXPECTED 37 YR WIT
GREENSBORO,NC27408
DR MARIN STRMECKI SENIOR VP, DIRECTOR OF PROGRAMS
50.00 		647,347 103,820 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
KARLA FRANK ASSISTANT SECRETARY
40.00 		178,738 65,570 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
ROSS HEMPHILL SENIOR VP, CFO, INVESTMENT CMT
47.00 		175,992 110,391 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
WWINBURNE KING III VICE CHAIR. OF THE TRUSTEES, INVST CMT
40.00 		85,120 70,141 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
DR ARVID R NELSON TRUSTEE, SECRETARY, AUDIT CMT. CHAIRMA
22.00 		60,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
MICHAEL BLAIR TRUSTEE, AUDIT & COMPENSATION CMT.
1.00 		20,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
JOHN P RICHARDSON JR TRUSTEE & AUDIT COMMITTEE
1.00 		20,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
NICOLAS L RICHARDSON TRUSTEE, INVESTMENT CMT., GRANTS CMT
1.00 		20,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
TYLER B RICHARDSON TRUSTEE, GRANTS ADV. CMT & INVESTMENT
1.00 		20,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
E WILLIAM STETSON III TRUSTEE & GRANTS COMMITTEE
1.00 		20,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
THE ABOVE COMPENSATION SHOWS THE N/A
0.00 		0 0 0
NET AMOUNT ADJ BY 1291943 OF
REIMBURSED EXPENSES FROM MOORINGS C
GREENSBORO,NC27408
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
ALLAN SONG SR PROGRAM OFFICER
37.50 		254,101 100,337 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
MARK STEINMEYER SR PROGRAM OFFICER
37.50 		258,829 70,092 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
CHRISTOPHER GRIFFIN SR PROGRAM OFFICER
37.50 		206,937 95,969 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
MCKINLEY JOHNSON SR PORTFOLIO ACCOUNT
37.50 		142,677 81,591 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
DAWN CARD EXECUTIVE ASSISTANT
37.50 		131,646 64,389 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
Total number of other employees paid over $50,000...................right arrow 6
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
H SMITH RICHARDSON TESTAMENTARY TRUST ACCOUNTING SERVICES 116,374
701 GREEN VALLEY RD STE 306
GREENSBORO,NC27408
RSM US LLP AUDIT AND TAX SERVICES 110,026
230 NORTH ELM STREET
GREENSBORO,NC27401
KORN FERRY HAY GROUP CONSULTANTS 70,380
33 SOUTH 6TH ST 4900
MINNEAPOLIS,MN55485
INTELLIGENT TECHNOLOGIES INC COMPUTER CONSULTANTS 69,303
12 OAK BRANCH DRIVE
GREENSBORO,NC27407
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
545,796,966
b
Average of monthly cash balances.......................
1b
2,561,648
c
Fair market value of all other assets (see instructions)................
1c
263,690
d
Total (add lines 1a, b, and c).........................
1d
548,622,304
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
548,622,304
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,229,335
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
540,392,969
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,019,648
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
27,019,648
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
158,503
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
158,503
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
26,861,145
4
Recoveries of amounts treated as qualifying distributions................
4
504,569
5
Add lines 3 and 4............................
5
27,365,714
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
27,365,714
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
31,598,662
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
4,479
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
31,603,141
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 27,365,714
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 26,384,858
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$ 31,603,141
a Applied to 2021, but not more than line 2a 26,384,858
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
3,114,000
d Applied to 2022 distributable amount..... 2,104,283
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 3,114,000
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 .......... 		25,261,431
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) ....... 		3,114,000
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:
PETER L RICHARDSON PRESIDENT
SMITH RICHARDSON FOUNDATION INC 60
JESUP ROAD
WESTPORT,CT06880
(203) 222-6222
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN PROPOSAL ALONG WITH A COPY OF IRS EXEMPTION LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALTHOUGH THE MISSION OF THE FOUNDATION IS TO SUPPORT PUBLIC POLICY RESEARCH, IT MAKES SMALL GRANTS TO ORGANIZATIONS IN NORTH CAROLINA AND CONNECTICUT THAT PROVIDE INNOVATIVE SERVICES FOR DISADVANTAGED CHILDREN AND FAMILIES. HOWEVER, SUCH GRANTS ARE CUSTOMARILY SOLICITED BY THE FOUNDATION'S GOVERNORS. THEY ARE NOT RENEWABLE. DIRECT SERVICE ORGANIZATIONS LOCATED OUTSIDE THESE TWO STATES, AS WELL AS NATIONAL DIRECT SERVICE CHARITIES, WILL NOT BE CONSIDERED FOR SUPPORT BY THE DIRECT SERVICE GRANTS PROGRAM.
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

A WIDER CIRCLE

4808 MOORLAND LANE SUITE 8
BETHESDA,MD20814 		  PC GENERAL OPERATING SUPPORT 5,000

ADULT CENTER FOR ENRICHMENT

4100 WELL SPRING DRIVE
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 10,000

AH HAA SCHOOL FOR THE ARTS

155 W PACIFIC AVENUE PO BOX 1590
TELLURIDE,CT81435 		  PC GENERAL OPERATING SUPPORT 2,500

AMERICA ABROAD MEDIA

1701 PENNSYLVANIA AVE NW SUITE 300
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 250,000

AMERICA AUSTRALIA ASSOCIATIION

50 BROAD ST SUITE 2003
NEW YORK,NY10004 		  PC GENERAL OPERATING SUPPORT 250,000

AMERICAN ACADEMY FOR STRATEGIC EDUCATION

2000 M ST NW SUITE 760
WASHINGTON,DC20036 		  PF GENERAL OPERATING SUPPORT 230,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 97,600

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 60,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 325,200

AMERICAN FOREIGN POLICY COUNCIL

509 C STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 183,700

AMERICAN FOREIGN POLICY COUNCIL

509 C STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 400,000

AMERICAN INSTITUTES FOR RESEARCH

1000 THOMAS JEFFERSON ST NW SUITE
400
WASHINGTON,DC200073855 		  PC GENERAL OPERATING SUPPORT 251,582

AMERICAN INSTITUTES FOR RESEARCH

1001 THOMAS JEFFERSON ST NW SUITE
400
WASHINGTON,DC200073856 		  PC GENERAL OPERATING SUPPORT 249,998

AMERICAN SADDLE HORSE MUSEUM ASSOCIATION INC

4083 IRON WORKS PARKWAY
LEXINGTON,KY40511 		  PC GENERAL OPERATING SUPPORT 1,500

AMERICARES FOUNDATION INC

88 HAMILTON AVENUE
STAMFORD,CT06902 		  PC GENERAL OPERATING SUPPORT 50,000

AREI INC

PO BOX 7784
ASPEN,CO81612 		  PC GENERAL OPERATING SUPPORT 5,000

ARIZONA STATE UNIVERSITY

PO BOX 876011
TEMPE,AZ852802260 		  GOV GENERAL OPERATING SUPPORT 38,502

ARIZONA STATE UNIVERSITY FOUNDATION

PO BOX 2260
TEMPE,AZ852802260 		  PC GENERAL OPERATING SUPPORT 161,000

ASPETUCK LAND TRUST INC

PO BOX 444
WESTPORT,CT06881 		  PC GENERAL OPERATING SUPPORT 5,000

ASSOCIATION FOR A NEW CENTURY INC

PO BOX 115
SEWICKLEY,PA15143 		  PC GENERAL OPERATING SUPPORT 150,000

ASSOCIATION FOR A NEW CENTURY INC

PO BOX 115
SEWICKLEY,PA15143 		  PC GENERAL OPERATING SUPPORT 248,950

ASSOCIATION OF GRADUATES OF THE UNITED STATE MILITARY ACADEMY

698 MILLS ROAD
WEST POINT,NY109961607 		  PC GENERAL OPERATING SUPPORT 5,000

ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY

698 MILLS ROAD
WEST POINT,NY109961607 		  PC GENERAL OPERATING SUPPORT 60,000

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 189,292

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 188,100

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 250,000

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 91,493

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 5,000

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 49,995

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY125045000 		  PC GENERAL OPERATING SUPPORT 60,000

BEAUFORT HISTORICAL ASSOCIATION INC

150 TURNER STREET
BEAUFORT,NC28516 		  PC GENERAL OPERATING SUPPORT 5,000

BISHOP JOHN T WALKER SCHOOL FOR BOYS

1801 MISSISSIPPI AVENUE SE
WASHINGTON,DC20020 		  PC GENERAL OPERATING SUPPORT 5,000

BLESSED SACRAMENT CATHOLIC SCHOOL

240 REGENT AVENUE
PROVIDENCE,RI02908 		  PC GENERAL OPERATING SUPPORT 3,500

BOSTON UNIVERSITY

881 COMMONWEALTH AVE
BOSTON,MA022151300 		  PC GENERAL OPERATING SUPPORT 183,294

BOYS AND GIRLS CLUBS OF THE COASTAL PLAINS INC

621 W FIRE TOWER ROAD
WINTERVILLE,NC28590 		  PC GENERAL OPERATING SUPPORT 10,000

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST ST NE SUITE 400
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 7,000

BRAIN & BEHAVIOR RESEARCH FOUNDATION

747 THIRD AVE 33RD FLOOR
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 10,000

BRIDGEPORT HOSPITAL FOUNDATION INC

267 GRANT STREET
BRIDGEPORT,CT06610 		  PC GENERAL OPERATING SUPPORT 25,000

BRIDGEPORT RESCUE MISSION INC

PO BOX 9057
BRIDGEPORT,CT066019057 		  PC GENERAL OPERATING SUPPORT 10,000

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC200362103 		  PC GENERAL OPERATING SUPPORT 150,000

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC200362103 		  PC GENERAL OPERATING SUPPORT 175,000

BROWN UNIVERSITY

350 EDDY STREET
PROVIDENCE,RI02903 		  PC GENERAL OPERATING SUPPORT 350,000

BROWN UNIVERSITY

350 EDDY STREET
PROVIDENCE,RI02903 		  PC GENERAL OPERATING SUPPORT 77,441

BROWN UNIVERSITY ANNENBERG INSTITUTE

350 EDDY STREET
PROVIDENCE,RI02903 		  PC GENERAL OPERATING SUPPORT 250,000

CAMPAIGN FOR HUMAN RIGHTS INC

137 MONTAGUE STREET SUITE 384
BROOKLYN,NY112013402 		  PC GENERAL OPERATING SUPPORT 100,000

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		  PC GENERAL OPERATING SUPPORT 20,000

CAROLINA ADOPTION SERVICES INC

PO BOX 2993
GREENSBORO,NC27402 		  PC GENERAL OPERATING SUPPORT 10,000

CARTERET COMMUNITY FOUNDATION INC

3737 GLENWOOD AVE STE 460
RALEIGH,NC27612 		  PC GENERAL OPERATING SUPPORT 5,000

CATHOLIC ACADEMY OF BRIDGEPORT

63 PEQUONNOCK STREET
BRIDGEPORT,CT06604 		  PC GENERAL OPERATING SUPPORT 25,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC

924 G STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 5,000

CENTER FOR A NEW AMERICAN SECURITY

1152 15TH STREET NW
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 50,000

CENTER FOR A NEW AMERICAN SECURITY

1153 15TH STREET NW
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 150,000

CENTER FOR A NEW AMERICAN SECURITY INC

1154 15TH STREET NW
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 175,000

CENTER FOR A NEW AMERICAN SECURITY INC

1155 15TH STREET NW
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 200,000

CENTER FOR CREATIVE LEADERSHIP

ONE LEADERSHIP PLACE
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 10,000

CENTER FOR EUROPEAN POLICY ANALYSIS

1275 PENNSYLVANIA AVE NW
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 242,752

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS

1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 100,131

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS

1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 193,527

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS

1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 281,124

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 188,628

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 267,300

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 125,298

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 25,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 249,990

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 200,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 175,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 175,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 175,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 175,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 60,000

CENTER FOR URBAN FAMILIES INC

2201 N MONROE STREET
BALTIMORE,MD21217 		  PC GENERAL OPERATING SUPPORT 3,000

CHAPEL & YORK U S FOUNDATION

1350 AVENUE OF THE AMERICAS FLOOR 2
SUITE 266
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 96,990

CHECKERBOARD FOUNDATION INC

1 EAST 53RD STREET 14TH FLOOR
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 5,000

CHECKERBOARD FOUNDATION INC

1 EAST 53RD STREET 14TH FLOOR
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 10,000

CHECKERBOARD FOUNDATION INC

2 EAST 53RD STREET 14TH FLOOR
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 10,000

CHILDREN OF FALLEN PATRIOTS

1818 LIBRARY ST SUITE 500
RESTON,VA20190 		  PC GENERAL OPERATING SUPPORT 50,000

CHILDREN OF FALLEN PATRIOTS

1818 LIBRARY ST SUITE 500
RESTON,VA20190 		  PC GENERAL OPERATING SUPPORT 10,000

CLAREMONT MCKENNA COLLEGE

400 NORTH CLAREMONT BLVD 132
CLAREMONT,CA91711 		  PC GENERAL OPERATING SUPPORT 140,583

CLAREMONT MCKENNA COLLEGE

400 NORTH CLAREMONT BLVD 132
CLAREMONT,CA91711 		  PC GENERAL OPERATING SUPPORT 84,092

COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET

1900 M STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 138,000

COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET

1900 M STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 50,000

COMMITTEE ON CAPITAL MARKETS REGULATION

134 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 200,000

CONNECTICUT BASEBALL CLUB INC

230 PLEASANT VIEW AVENUE
BRISTOL,CT06010 		  PC GENERAL OPERATING SUPPORT 4,000

CONNECTICUT CASA ASSOCIATION INC

157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510 		  PC GENERAL OPERATING SUPPORT 5,000

CONNECTICUT FOODSHARE INC

2 RESEARCH PARKWAY
WALLINGFORD,CT06492 		  PC GENERAL OPERATING SUPPORT 2,500

COUNCIL ON FOREIGN RELATIONS INC

58 EAST 68TH STREET
NEW YORK,NY10065 		  PC GENERAL OPERATING SUPPORT 78,490

COUNCIL ON FOREIGN RELATIONS INC

58 EAST 68TH STREET
NEW YORK,NY10065 		  PC GENERAL OPERATING SUPPORT 169,932

COUNCIL ON FOREIGN RELATIONS INC

58 EAST 68TH STREET
NEW YORK,NY10065 		  PC GENERAL OPERATING SUPPORT 60,000

COUNCIL ON FOREIGN RELATIONS INC

58 EAST 68TH STREET
NEW YORK,NY10065 		  PC GENERAL OPERATING SUPPORT 500

COURT APPOINTED SPECIAL ADVOCATES OF SOUTHERN CONNECTICUT INC

157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510 		  PC GENERAL OPERATING SUPPORT 10,000

DUI HUA FOUNDATION

450 SUTTER STREET SUITE 900
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING SUPPORT 195,000

DUKE UNIVERSITY

BOX 90581
DURHAM,NC277080581 		  PC GENERAL OPERATING SUPPORT 8,000

ELECTROMAGNETIC PULSE TASK FORCE ON NATIONAL AND HOMELAND SECURITY

300 WINDSWEPT ROAD
MINERAL,VA23117 		  PC GENERAL OPERATING SUPPORT 148,500

ENABLED CHILDREN'S INITIATIVE

11703 36TH AVENUE WEST
BRADENTON,FL34210 		  PC GENERAL OPERATING SUPPORT 5,000

ENVIRONMENTAL DEFENSE FUND INC

257 PARK AVE SOUTH 17TH FLOOR
NEW YORK,NY10010 		  PC GENERAL OPERATING SUPPORT 5,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		  PC GENERAL OPERATING SUPPORT 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
NEW,NY10163 		  PC GENERAL OPERATING SUPPORT 10,000

EYE ON ISIS

206 CHRISTOL STR
METUCHEN,NJ088400000 		  PC GENERAL OPERATING SUPPORT 50,000

FAIRFIELD COUNTRY DAY SCHOOL

2970 BRONSON ROAD
FAIRFIELD,CT06824 		  PC GENERAL OPERATING SUPPORT 2,000

FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC

40 RICHARDS AVE
NORWALK,CT06854 		  PC GENERAL OPERATING SUPPORT 5,000

FAIRFIELD UNIVERSITY

1073 NORTH BENSON ROAD
FAIRFIELD,CT068245171 		  PC GENERAL OPERATING SUPPORT 20,000

FIDELITY CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH452770053 		  PC GENERAL OPERATING SUPPORT 75,000

FIRST CHURCH OF CHRIST WOODBRIDGE

5 MEETINGHOUSE LANE
WOODBRIDGE,CT06525 		  PC GENERAL OPERATING SUPPORT 5,000

FIRST PRESBYTERIAN CHURCH

617 NORTH ELM STREET
GREENSBORO,NC274012095 		  PC GENERAL OPERATING SUPPORT 5,000

FIRST PRESBYTERIAN CHURCH

617 NORTH ELM STREET
GREENSBORO,NC274012095 		  PC GENERAL OPERATING SUPPORT 5,000

FIRST UNITED METHODIST CHURCH

900 ARENDELL STREET
MOREHEAD CITY,NC28557 		  PC GENERAL OPERATING SUPPORT 10,000

FOREIGN POLICY RESEARCH INSTITUTE

1528 WALNUT STREET SUITE 610
PHILADELPHIA,PA191023684 		  PC GENERAL OPERATING SUPPORT 69,300

FOREIGN POLICY RESEARCH INSTITUTE

1528 WALNUT STREET SUITE 610
PHILADELPHIA,PA191023684 		  PC GENERAL OPERATING SUPPORT 104,500

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M STREET SUITE 800-SOUTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 175,000

FOUNDATION FOR RESILIENT SOCIETIES

1 CHESTNUT STREET SUITE 335
NASHUA,NH03060 		  PF GENERAL OPERATING SUPPORT 247,500

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC

1800 M STREET SUITE 800-SOUTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 100,000

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC

1800 M STREET SUITE 800-SOUTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 400,000

FREE RUSSIA FOUNDATION

1015 15TH STREET NW SUITE 600
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 225,000

FREEDOM HOUSE

1850 M STREET NW SUITE 1100
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 200,000

FRIENDS OF KING'S COLLEGE LONDON ASSOCIATION INC

1350 AVENUE OF THE AMERICAS
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 7,500

FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN

1901 PENNSYLVANIA AVE NW
WASHINGTON,DC200063427 		  PC GENERAL OPERATING SUPPORT 3,500

FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN

1901 PENNSYLVANIA AVE NW
WASHINGTON,DC200063427 		  PC GENERAL OPERATING SUPPORT 2,000

FRIENDS OF THE MUSEUM NC MARITIME MUSEUM INC

315 FRONT STREET
BEAUFORT,NC28516 		  PC GENERAL OPERATING SUPPORT 5,000

GEORGETOWN UNIVERSITY

BOX 571168
WASHINGTON,DC200571168 		  PC GENERAL OPERATING SUPPORT 83,611

GEORGETOWN UNIVERSITY

BOX 571168
WASHINGTON,DC200571168 		  PC GENERAL OPERATING SUPPORT 7,500

GEORGETOWN UNIVERSITY

BOX 571168
WASHINGTON,DC200571168 		  PC GENERAL OPERATING SUPPORT 7,500

GEORGETOWN UNIVERSITY

BOX 571168
WASHINGTON,DC200571168 		  PC GENERAL OPERATING SUPPORT 60,000

GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC

58 EDGEWOOD AVE SE
ATLANTA,GA30303 		  PC GENERAL OPERATING SUPPORT 245,786

GERMAN MARSHALL FUND OF THE UNITED STATES

1744 R STREET NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT 100,000

GERMAN MARSHALL FUND OF THE UNITED STATES

1744 R STREET NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT 150,000

GLOBALGIVING FOUNDATION INC

1 THOMAS CIRCLE SUITE 800
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 10,000

GRAND TETON NATIONAL PARK FOUNDATION

PO BOX 249
MOOSE,WY83012 		  PC GENERAL OPERATING SUPPORT 7,500

GRANULOSA CELL TUMOUR RESEARCH FOUNDATION

79 COACH SIDE TERR SW
CALGARY,ALBERTAT3H 2T3
CA 		  PC GENERAL OPERATING SUPPORT 5,000

GREENSBORO DAY SCHOOL

5401 LAWNDALE DRIVE
GREENSBORO,NC27455 		  PC GENERAL OPERATING SUPPORT 5,000

GROTON SCHOOL

PO BOX 991
GROTON,MA01450 		  PC GENERAL OPERATING SUPPORT 2,500

HABITAT FOR HUMANITY FLORIDA

1150 CLEVELAND STREET SUITE 301
CLEARWATER,FL33755 		  PC GENERAL OPERATING SUPPORT 50,000

HISTORIC WINDSOR INC

PO BOX 1777
WINDSOR,VT050890021 		  PC GENERAL OPERATING SUPPORT 10,000

HOLOCAUST MUSEUM HOUSTON

5401 CAROLINE STREET
HOUSTON,TX77004 		  PC GENERAL OPERATING SUPPORT 5,000

HOMES WITH HOPE

PO BOX 631
WESTPORT,CT06881 		  PC GENERAL OPERATING SUPPORT 10,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 219,615

HUDSON INSTITUTE INC

1202 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 162,250

HUDSON INSTITUTE INC

1203 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 129,031

HUDSON INSTITUTE INC

1204 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 125,000

HUDSON INSTITUTE INC

1205 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 250,000

HUDSON INSTITUTE INC

1206 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 200,000

HUDSTON INSTITUTE INC

1207 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 100,000

IMMACULATE CONCEPTION CATHOLIC CHURCH

1315 8TH STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 20,000

IMMACULATE CONCEPTION CATHOLIC CHURCH

1315 8TH STREET NW
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 20,000

INSTITUTE FOR STATE EFFECTIVENESS

1050 30TH ST NW
WASHINGTON,DC20007 		  PC GENERAL OPERATING SUPPORT 200,000

INSTITUTE FOR THE ANALYSIS OF GLOBAL SECURITY

16501 SHADY GROVE RD 7663
GAITHERSBURG,MD20898 		  PC GENERAL OPERATING SUPPORT 168,000

INSTITUTE FOR THE STUDY OF WAR

1400 16TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 189,281

INSTITUTE OF WORLD POLITICS

1521 16TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 105,600

JAMESTOWN FOUNDATION

1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 73,662

JAMESTOWN FOUNDATION

1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 120,000

JAMESTOWN FOUNDATION

1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 225,000

JAMESTOWN FOUNDATION

1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 49,935

JAMESTOWN FOUNDATION

1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 50,000

JAMESTOWN FOUNDATION

1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 49,500

JERICHO PARTNERSHIP INC

13 ROSE STREET
DANBURY,CT06810 		  PC GENERAL OPERATING SUPPORT 10,000

JERUSALEM PEACE BUILDERS

6221 MAIN STREET
HOUSTON,TX77030 		  PC GENERAL OPERATING SUPPORT 5,000

JOHNS HOPKINS UNIVERSITY

265 GARLAND HALL 3400 NCHARLES
STREET
BALTIMORE,MD21218 		  PC GENERAL OPERATING SUPPORT 95,750

LAST PRISONER PROJECT

1312 17TH STREET SUITE 640
DENVER,CO80202 		  PC GENERAL OPERATING SUPPORT 5,000

LILITH FUND

PO BOX 684949
AUSTIN,TX78768 		  PC GENERAL OPERATING SUPPORT 7,000

LITTLE BRITCHES THERAPEUTIC RIDING INC

PO BOX 120
WOODBURY,CT06798 		  PC GENERAL OPERATING SUPPORT 5,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307 		  PC GENERAL OPERATING SUPPORT 7,500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307 		  PC GENERAL OPERATING SUPPORT 7,500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307 		  PC GENERAL OPERATING SUPPORT 130,042

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307 		  PC GENERAL OPERATING SUPPORT 25,000

MDRC

200 VESEY STREET 23RD FLOOR
NEW YORK,NY10281 		  PC GENERAL OPERATING SUPPORT 4,000

MDRC

200 VESEY STREET 23RD FLOOR
NEW YORK,NY10281 		  PC GENERAL OPERATING SUPPORT 200,000

MICHIGAN STATE UNIVERSITY

426 AUDITORIUM RD ROOM 2
EAST LANSING,MI48824 		  PC GENERAL OPERATING SUPPORT 200,000

MIDDLE EAST INSTITUTE

1763 N STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 50,000

MISSOURI STATE UNIVERSITY FOUNDATION

KENNETH E MEYER ALUMNI CENTER 300 S
JEFFERSON AVE SUITE 100
SPRINGFIELD,MO658062217 		  PC GENERAL OPERATING SUPPORT 84,000

MY FRIEND ABBY INC

12 GLENWOOD DRIVE
TRUMBULL,CT06611 		  PC GENERAL OPERATING SUPPORT 10,000

NATIONAL BUREAU OF ECONOMIC RESEARCH INC

1050 MASSACHUSETTS AVE
CAMBRIDGE,MA021385398 		  PC GENERAL OPERATING SUPPORT 120,000

NATIONAL BUREAU OF ECONOMIC RESEARCH INC

1050 MASSACHUSETTS AVE
CAMBRIDGE,MA021385398 		  PC GENERAL OPERATING SUPPORT 125,000

NATIONAL BUREAU OF ECONOMIC RESEARCH INC

1050 MASSACHUSETTS AVE
CAMBRIDGE,MA021385398 		  PC GENERAL OPERATING SUPPORT 193,406

NATIONAL BUREAU OF ECONOMIC RESEARCH INC

1050 MASSACHUSETTS AVE
CAMBRIDGE,MA021385398 		  PC GENERAL OPERATING SUPPORT 198,858

NATIONAL INSTITUTE FOR PUBLIC POLICY

9302 LEE HIGHWAY STE 750
FAIRFAX,VA220314662 		  PC GENERAL OPERATING SUPPORT 196,747

NATIONAL INSTITUTE FOR PUBLIC POLICY

9303 LEE HIGHWAY STE 750
FAIRFAX,VA220314663 		  PC GENERAL OPERATING SUPPORT 49,739

NATIONAL INSTITUTE FOR PUBLIC POLICY INC

9304 LEE HIGHWAY STE 750
FAIRFAX,VA220314664 		  PC GENERAL OPERATING SUPPORT 49,936

NATIONAL INSTITUTE FOR PUBLIC POLICY INC

9302 LEE HIGHWAY STE 750
FAIRFAX,VA220314662 		  PC GENERAL OPERATING SUPPORT 49,981

NATURAL SCIENCE CENTER OF GREENSBORO INC

4301 LAWNDALE DRIVE
GREENSBORO,NC27455 		  PC GENERAL OPERATING SUPPORT 10,000

NATURE CONSERVANCY INC - VERMONT CHAPTER

138 MAIN STREET
MONTPELIER,VT05602 		  PC GENERAL OPERATING SUPPORT 10,000

NAVAL POSTGRADUATE SCHOOL FOUNDATION

PO BOX 8626
MONTEREY,CA93940 		  PC GENERAL OPERATING SUPPORT 49,500

NAVAL WAR COLLEGE FOUNDATION INC

66 CUSHING ROAD
NEWPORT,RI028411207 		  PC GENERAL OPERATING SUPPORT 60,000

NEW AMERICA FOUNDATION

740 15TH ST NW 900
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 45,000

NEW AMERICA FOUNDATION

740 15TH ST NW 900
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 20,000

NORTH CAROLINA MARINE AND ESTUARY FOUNDATION INC

1101 HAYNES STREET
RALEIGH,NC27604 		  PC GENERAL OPERATING SUPPORT 5,000

OBSERVER RESEARCH FOUNDATION AMERICA

1100 17TH ST NW SUITE 501
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 143,844

OCEANA INC

1025 CONNECTICUT AVE SUITE 200
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 5,000

OUTCOMES RESEARCH INSTITUTE

1092 CATHCART WAY
STANFORD,CA943056010 		  PF GENERAL OPERATING SUPPORT 200,000

PACIFIC FORUM

1003 BISHOP STREET PAUAI TOWER
SUITE 1150
HONOLULU,HI96813 		  PC GENERAL OPERATING SUPPORT 148,810

PARISH OF CALVARY ST GEORGE'S

61 GRAMERCY PARK N FLOOR 2
NEW YORK,NY10010 		  PC GENERAL OPERATING SUPPORT 10,000

PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

1750 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 50,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 200,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 225,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 2,000

PRINCETON CHURCH OF CHRIST

33 RIVER ROAD
PRINCETON,NJ08540 		  PC GENERAL OPERATING SUPPORT 10,000

PRINCETON UNIVERSITY

87 PROSPECT AVENUE R
PRINCETON,NJ08544 		  PC GENERAL OPERATING SUPPORT 7,500

PRINCETON UNIVERSITY

87 PROSPECT AVENUE R
PRINCETON,NJ08544 		  PC GENERAL OPERATING SUPPORT 7,500

PRINCETON UNIVERSITY PRESS

41 WILLIAM STREET
PRINCETON,NJ08540 		  PC GENERAL OPERATING SUPPORT 155,000

PROJECT 2049 INSTITUTE

2300 CLARENDON BLVD SUITE 703
ARLINGTON,VA22201 		  PC GENERAL OPERATING SUPPORT 166,000

PROJECT 2049 INSTITUTE

2300 CLARENDON BLVD SUITE 703
ARLINGTON,VA22201 		  PC GENERAL OPERATING SUPPORT 150,000

PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA

1200 NORTH QUAKER LANE
ALEXANDRIA,VA22302 		  PC GENERAL OPERATING SUPPORT 7,500

RAND CORPORATION

1776 MAIN STREET PO BOX 2138
SANTA MONICA,CA904072138 		  PC GENERAL OPERATING SUPPORT 388,089

READWORKS INC

PO BOX 24673
BROOKLYN,NY11202 		  PC GENERAL OPERATING SUPPORT 50,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1608 FOURTH ST SUITE 220
BERKELEY,CA947105940 		  PC GENERAL OPERATING SUPPORT 200,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES

10889 WILSHIRE BLVD SUITE 820
LOS ANGELES,CA900951406 		  PC GENERAL OPERATING SUPPORT 200,000

REGENTS OF THE UNIVERSITY OF MICHIGAN

WOLVERINE TOWER FIRST FLOOR ROOM
1008
ANN ARBOR,MI481091274 		  PC GENERAL OPERATING SUPPORT 121,928

RESOURCES FOR THE FUTURE

1616 P STREET NW
WASHINGTON,DC200361400 		  PC GENERAL OPERATING SUPPORT 300,000

RICE UNIVERSITY

PO BOX 1892 352B SEWAL HALL MS-27
HOUSTON,TX772511892 		  PC GENERAL OPERATING SUPPORT 100,441

ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS CO CHATHAM HOUSE

10 ST JAMESS SQUARE
LONDON   SW1Y 4LE
UK 		  PC GENERAL OPERATING SUPPORT 75,000

SACRED HEART UNIVERSITY

5151 PARK AVENUE
FAIRFIELD,CT068251000 		  PC GENERAL OPERATING SUPPORT 15,000

SAGAMORE INSTITUTE

PO BOX 301076
INDIANAPOLIS,IN43260 		  PC GENERAL OPERATING SUPPORT 175,000

SANDY CREEK BAPTIST CHURCH

4765 SANDY CREEK CHURCH RD
LIBERTY,NC27298 		  PC GENERAL OPERATING SUPPORT 5,000

SEED PUBLIC CHARTER SCHOOL OF WASHINGTON DC

4300 C STREET SE
WASHINGTON,DC20019 		  PC GENERAL OPERATING SUPPORT 1,000

SHALOM AUSTIN

7300 HART LANE
AUSTIN,TX78731 		  PC GENERAL OPERATING SUPPORT 5,000

SHELBURNE FARMS

1611 HARBOR ROAD
SHELBURNE,VT05482 		  PC GENERAL OPERATING SUPPORT 5,000

SISTERS OF THE HUMILITY OF MARY

PO BOX 534
VILLA MARIA,PA16155 		  PC GENERAL OPERATING SUPPORT 5,000

SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS OF THE TRIAD

PO BOX 4461
GREENSBORO,NC27404 		  PC GENERAL OPERATING SUPPORT 5,000

SPIRIT OF AMERICA

3033 WILSON BOULEVARD SUITE 700
ARLINGTON,VA222013868 		  PC GENERAL OPERATING SUPPORT 10,000

ST BARNABAS EPISCOPAL CHURCH

954 LAKE AVENUE
GREENWICH,CT068313032 		  PC GENERAL OPERATING SUPPORT 27,500

STANFORD UNIVERSITY

485 BROADWAY THIRD FLOOR
REDWOOD CITY,CA940633136 		  PC GENERAL OPERATING SUPPORT 121,848

STANFORD UNIVERSITY

485 BROADWAY THIRD FLOOR
REDWOOD CITY,CA940633136 		  PC GENERAL OPERATING SUPPORT 404,355

STANFORD UNIVERSITY

485 BROADWAY THIRD FLOOR
REDWOOD CITY,CA940633136 		  PC GENERAL OPERATING SUPPORT 20,000

STANFORD UNIVERSITY FOR HOOVER INSTITUTION

434 GALVEZ MALL
STANFORD,CA940633136 		  PC GENERAL OPERATING SUPPORT 44,110

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PC GENERAL OPERATING SUPPORT 10,000

TEXAS A&M UNIVERSITY

400 HARVEY MITCHELL PKWY SOUTH
SUITE 300
COLLEGE STATION,TX778454375 		  GOV GENERAL OPERATING SUPPORT 60,000

THE ALEXANDER HAMILTON SOCIETY

1701 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 278,300

THE CENTER FOR FAMILY JUSTICE INC

753 FAIRFIELD AVENUE
BRIDGEPORT,CT06604 		  PC GENERAL OPERATING SUPPORT 10,000

THE COLLEGE OF WILLIAM AND MARY

PO BOX 8795
WILLIAMSBURG,VA231878795 		  PC GENERAL OPERATING SUPPORT 75,000

THE ELECTRIC INFRASTRUCTURE SECURITY COUNCIL INC

10 G STREET NE 6TH FLOOR
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 200,000

THE GEORGE WASHINGTON UNIVERSITY

2121 I STREET NW
WASHINGTON,DC20052 		  PC GENERAL OPERATING SUPPORT 7,500

THE HEALING PLACE INC

1020 W MARKET STREET
LOUISVILLE,KY40202 		  PC GENERAL OPERATING SUPPORT 1,500

THE HENRY L STEMSON CENTER

1211 CONNECTICUT AVE NW 8TH FLOOR
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 50,000

THE INSTITUTE FOR THE STUDY OF WAR

1400 16TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 200,000

THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES -IISS AMERICAS

2121 K STREET NW SUITE 600
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 109,890

THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA

1101 14TH STREET NW STE 1030
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

THE MARATHON INITIATIVE

1275 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 17,000

THE MOSES H CONE MEMORIAL HOSPITAL

1200 NORTH ELM STREET
GREENSBORO,NC27401 		  PC GENERAL OPERATING SUPPORT 10,000

THE MOSES H CONE MEMORIAL HOSPITAL

1200 NORTH ELM STREET
GREENSBORO,NC27401 		  PC GENERAL OPERATING SUPPORT 5,000

THE NATIONAL CAMPAIGN TO PREVENT TEEN PREGNANCY - POWER TO DECIDE

1776 MASSACHUSETTS AVE NW SUITE 2
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 3,000

THE NONPROLIFERATION POLICY EDUCATION CENTER

PO BOX 17678
ARLINGTON,VA22216 		  PC GENERAL OPERATING SUPPORT 175,000

THE NONPROLIFERATION POLICY EDUCATION CENTER

PO BOX 17679
ARLINGTON,VA22216 		  PC GENERAL OPERATING SUPPORT 75,248

THE OHIO STATE UNIVERSITY

1960 KENNY ROAD
COLUMBUS,OH432101063 		  GOV GENERAL OPERATING SUPPORT 7,500

THE OHIO STATE UNIVERSITY

1960 KENNY ROAD
COLUMBUS,OH432101064 		  GOV GENERAL OPERATING SUPPORT 7,500

THE PETEY GREENE PROGRAM INC

22 STOCKTON ST
PRINCETON,NJ08540 		  PC GENERAL OPERATING SUPPORT 5,000

THE URBAN INSTITUTE

500 LENFANT PLAZA SW
WASHINGTON,DC20024 		  PC GENERAL OPERATING SUPPORT 250,000

THE URBAN INSTITUTE

500 LENFANT PLAZA SW
WASHINGTON,DC20024 		  PC GENERAL OPERATING SUPPORT 50,000

THE URBAN INSTITUTE

500 LENFANT PLAZA SW
WASHINGTON,DC20024 		  PC GENERAL OPERATING SUPPORT 150,000

THE VOLCKER ALLIANCE

39 BROADWAY SUITE 1930
NEW YORK,NY10006 		  PC GENERAL OPERATING SUPPORT 250,000

THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL

1701 K STREET NW ST
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 150,000

THOMAS B FORDHAM INSTITUTE

1016 16TH ST NW 8TH FLOOR
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 200,000

THOMAS B FORDHAM INSTITUTE

1016 16TH ST NW 8TH FLOOR
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 50,000

TRIAD HONOR FLIGHT

PO BOX 8606
GREENSBORO,NC27419 		  PC GENERAL OPERATING SUPPORT 10,000

TRILATERAL COMMISSION NORTH AMERICA

PO BOX 380810
CAMBRIDGE,MA02238 		  PC GENERAL OPERATING SUPPORT 5,000

TRUSTEES OF BOSTON UNIVERSITY

25 BUICK STREET
BOSTON,MA021151301 		  PC GENERAL OPERATING SUPPORT 167,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

615 WEST 131ST STREET
NEW YORK,NY100277922 		  PC GENERAL OPERATING SUPPORT 250,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

615 WEST 131ST STREET
NEW YORK,NY100277922 		  PC GENERAL OPERATING SUPPORT 100,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

615 WEST 131ST STREET
NEW YORK,NY100277922 		  PC GENERAL OPERATING SUPPORT 7,500

TRUSTEES OF DARTMOUTH COLLEGE

100 TUCK HALL100 TUCK HALL
HANOVER,NH03755 		  PC GENERAL OPERATING SUPPORT 8,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA -WARTON SCHOOL OF BUSINESS

3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA191046205 		  PC GENERAL OPERATING SUPPORT 100,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA -WHARTON SCHOOL

3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA191046206 		  PC GENERAL OPERATING SUPPORT 99,275

TRUSTEES OF TUFTS COLLEGE

136 HARRISON AVE 75K-950
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 50,000

TRUSTEES OF TUFTS COLLEGE

136 HARRISON AVE 75K-950
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 103,682

TRUSTEES OF WESTMINSTER SCHOOL

995 HOPMEADOW ST
SIMSBURY,CT06070 		  PC GENERAL OPERATING SUPPORT 10,000

U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA

1801 F STREET
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 250,000

UNC HEALTH FOUNDATION INC

PO BOX 309
CHAPEL HILL,NC275140309 		  PC GENERAL OPERATING SUPPORT 10,000

UNITED STATES NAVAL INSTITUTE

291 WOOD ROAD
ANNAPOLIS,MD21402 		  PC GENERAL OPERATING SUPPORT 20,000

UNITED WAY OF COASTAL FAIRFIELD COUNTY INC

855 MAIN STREET 10TH FLOOR
BRIDGEPORT,CT06604 		  PC GENERAL OPERATING SUPPORT 10,000

UNITED WAY OF GREATER GREENSBORO

PO BOX 14998
GREENSBORO,NC274154998 		  PC GENERAL OPERATING SUPPORT 10,000

UNITED WAY OF GREATER NEW HAVEN

370 JAMES ST SUITE 403
NEW HAVEN,CT06513 		  PC GENERAL OPERATING SUPPORT 2,500

UNIVERSITY OF CALIFORNIA BERKELEY

1608 FOURTH ST SUITE 220
BERKELEY,CA947105940 		  PC GENERAL OPERATING SUPPORT 250,000

UNIVERSITY OF CALIFORNIA IRVINE

160 ALDRICH HALL
IRVINE,CA92697 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF CALIFORNIA SAN DIEGO

9500 GILMAN DRIVE MC-0934
LA JOLLA,CA920930934 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF CHICAGO

1126 EAST 59TH ST
CHICAGO,IL60637 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF CONNECTICUT

438 WHITNEY ROAD EXTENSION UNIT
1133
STORRS,CT062691133 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF DENVER

2601 E COLORADO AVENUE ADMINISTRATI
E OFFICE BLDG AOB
DENVER,CO802084820 		  PC GENERAL OPERATING SUPPORT 60,000

UNIVERSITY OF NORTH CAROLINA A CHAPEL HILL (FRANK PORTER GRAHAM CHILD DEVEL

105 SMITH LEVEL ROAD
CHAPEL HILL,NC27599 		  PC GENERAL OPERATING SUPPORT 3,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

104 AIRPORT DR SUITE 2200 CB 1350
CHAPEL HILL,NC275991350 		  PC GENERAL OPERATING SUPPORT 53,120

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR AUCKLAND ART MUSEUM

CAMPUS BOX 3400
CHAPEL HILL,NC275993400 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND SCIENCES FOUNDATION

523 E FRANKLIN STREET
CHAPEL HILL,NC27514 		  PC GENERAL OPERATING SUPPORT 2,000

UNIVERSITY OF NOTRE DAME

940 GRACE HALL
NOTRE DAME,IN465560368 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF NOTRE DAME

940 GRACE HALL
NOTRE DAME,IN465560368 		  PC GENERAL OPERATING SUPPORT 300,000

UNIVERSITY OF NOTRE DAME

940 GRACE HALL
NOTRE DAME,IN465560368 		  PC GENERAL OPERATING SUPPORT 91,913

UNIVERSITY OF ROCHESTER

518 HYLAN BUILDING
ROCHESTER,NY14627 		  PC GENERAL OPERATING SUPPORT 81,093

UNIVERSITY OF SOUTH CAROLINA

1600 HAMPTON STREET SUITE 414
COLUMBIA,SC29208 		  GOV GENERAL OPERATING SUPPORT 83,478

UNIVERSITY OF SOUTHERN CALIFORNIA

3720 SOUTH FLOWER STREET CUB 3RD
FLOOR
LOS ANGELES,CA900890701 		  PC GENERAL OPERATING SUPPORT 69,689

UNIVERSITY OF TEXAS AT AUSTIN

2304 WHITIS AVE STOP G9900
AUSTIN,TX78712 		  GOV GENERAL OPERATING SUPPORT 150,000

UNIVERSITY OF WISCONSIN MADISON

21 N PARK STREET SUITE 6401
MADISON,WI537151218 		  GOV GENERAL OPERATING SUPPORT 155,379

VERMONT CENTER FOR ECOSTUDIES INC

PO BOX 420
NORWICH,VT05055 		  PC GENERAL OPERATING SUPPORT 10,000

VERMONT INTERNATIONAL FILM FOUNDATION

PO BOX 483
BURLINGTON,VT05402 		  PC GENERAL OPERATING SUPPORT 5,000

VOLUNTEERS OF AMERICA MID STATES

570 SOUTH 4TH STREET
LOUISVILLE,KY402022504 		  PC GENERAL OPERATING SUPPORT 1,500

WASHINGTON UNIVERSITY IN ST LOUIS

ONE BROOKINGS DRIVE
ST LOUIS,MO63130 		  PC GENERAL OPERATING SUPPORT 164,798

WESTOVER PRESBYTERIAN CHURCH INC

505 MUIRS CHAPEL ROAD
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 30,000

WESTOVER PRESBYTERIAN CHURCH INC

505 MUIRS CHAPEL ROAD
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 5,000

WESTOVER PRESBYTERIAN CHURCH INC

505 MUIRS CHAPEL ROAD
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 10,000

WINSTON PREPARATORY SCHOOL

50 BROAD ST SUITE 402
NEW YORK,NY10004 		  PC GENERAL OPERATING SUPPORT 20,000

WOODSON CENTER

1625 K STREET NW SUITE 410
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 20,000

WOODSON CENTER

1625 K STREET NW SUITE 410
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 1,000

YALE UNIVERSITY

1080 CHAPEL ST
NEW HAVEN,CT065102302 		  PC GENERAL OPERATING SUPPORT 2,500

YALE UNIVERSITY

PO BOX 7611
NEW HAVEN,CT06519 		  PC GENERAL OPERATING SUPPORT 5,000

YALE UNIVERSITY

1080 CHAPEL ST
NEW HAVEN,CT065102302 		  PC GENERAL OPERATING SUPPORT 5,000

YALE UNIVERSITY FOR YALE LAW SCHOOL

PO BOX 208327
NEW HAVEN,CT065208327 		  PC GENERAL OPERATING SUPPORT 3,864

YOUTH FOCUS INC

405 PARKWAY AVENUE SUITE A
GREENSBORO,NC27401 		  PC GENERAL OPERATING SUPPORT 15,000

GJRTT FAMILY GRANTS PROGRAM

800 GREEN VALLEY ROAD STE 203
GREENSBORO,NC27408 		  PF GENERAL OPERATING SUPPORT 250,000
Total .................................right arrow 3a 26,366,668
bApproved for future payment

AMERICAN ACADEMY FOR STRATEGIC EDUCATION
2000 M ST NW SUITE 760
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 825,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 319,000

AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 400,000

AMERICAN INSTITUTES FOR RESEARCH
1000 THOMAS JEFFERSON ST NW SUITE
400
WASHINGTON,DC200073855 		  PC GENERAL OPERATING SUPPORT 229,999

BOSTON UNIVERSITY
881 COMMONWEALTH AVE
BOSTON,MA022151300 		  PC GENERAL OPERATING SUPPORT 87,973

BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW
WASHINGTON,DC200362103 		  PC GENERAL OPERATING SUPPORT 150,000

BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW
WASHINGTON,DC200362103 		  PC GENERAL OPERATING SUPPORT 175,000

BROWN UNIVERSITY
350 EDDY STREET
PROVIDENCE,RI02903 		  PC GENERAL OPERATING SUPPORT 75,569

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 150,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 74,701

CHAPEL & YORK U S FOUNDATION
1350 AVENUE OF THE AMERICAS FLOOR 2
SUITE 266
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 98,324

CLAREMONT MCKENNA COLLEGE
400 NORTH CLAREMONT BLVD 132
CLAREMONT,CA91711 		  PC GENERAL OPERATING SUPPORT 140,583

COLUMBIA UNIVERSITY
O BOX 29789 GENERAL POST OFFICE
NEW YORK,NY10087 		  PC GENERAL OPERATING SUPPORT 768,248

COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREET
NEW YORK,NY10065 		  PC GENERAL OPERATING SUPPORT 170,068

DUI HUA FOUNDATION
450 SUTTER STREET SUITE 900
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING SUPPORT 195,000

ELECTROMAGNETIC PULSE TASK FORCE ON NATIONAL AND HOMELAND SECURITY
300 WINDSWEPT ROAD
MINERAL,VA23117 		  PC GENERAL OPERATING SUPPORT 148,500

FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT STREET SUITE 610
PHILADELPHIA,PA191023684 		  PC GENERAL OPERATING SUPPORT 111,100

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 100,000

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1801 M STREET SUITE 800-SOUTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 400,000

GERMAN MARSHALL FUND OF THE UNITED STATES
1744 R STREET NW
WASHINGTON,DC20009 		  PC GENERAL OPERATING SUPPORT 100,000

HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 129,031

HUDSON INSTITUTE INC
1202 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 125,000

INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH ST NW
WASHINGTON,DC20007 		  PC GENERAL OPERATING SUPPORT 50,000

INSTITUTE FOR THE STUDY OF WAR
1400 16TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 389,633

JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 120,000

JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 225,000

JOHNS HOPKINS UNIVERSITY
265 GARLAND HALL 3400 NCHARLES
STREET
BALTIMORE,MD21218 		  PC GENERAL OPERATING SUPPORT 79,250

JOHNS HOPKINS UNIVERSITY
265 GARLAND HALL 3400 NCHARLES
STREET
BALTIMORE,MD21218 		  PC GENERAL OPERATING SUPPORT 60,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE
CAMBRIDGE,MA021394307 		  PC GENERAL OPERATING SUPPORT 133,466

MDRC
200 VESEY STREET 23RD FLOOR
NEW YORK,NY10281 		  PC GENERAL OPERATING SUPPORT 200,000

MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD ROOM 2
EAST LANSING,MI48824 		  PC GENERAL OPERATING SUPPORT 200,000

MISSOURI STATE UNIVERSITY FOUNDATION
S JEFFRSON AVE SUITE 100
SPRINGFIELD,MO658062217 		  PC GENERAL OPERATING SUPPORT 194,370

OBSERVER RESEARCH FOUNDATION AMERICA
1100 17TH ST NW SUITE 501
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 75,000

PACIFIC FORUM
1003 BISHOP STREET PAUAI TOWER
SUITE 1150
HONOLULU,HI96813 		  PC GENERAL OPERATING SUPPORT 151,190

PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 225,000

PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD SUITE 703
ARLINGTON,VA22201 		  PC GENERAL OPERATING SUPPORT 50,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220
BERKELEY,CA947105940 		  PC GENERAL OPERATING SUPPORT 200,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
10889 WILSHIRE BLVD SUITE 820
LOS ANGELES,CA900951406 		  PC GENERAL OPERATING SUPPORT 200,000

RESOURCES FOR THE FUTURE
1616 P STREET NW
WASHINGTON,DC200361400 		  PC GENERAL OPERATING SUPPORT 300,000

SOUNDWATERS
1281 COVE ROAD
STAMFORD,CT06902 		  PC GENERAL OPERATING SUPPORT 10,000

THE ALEXANDER HAMILTON SOCIETY
1701 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 556,600

THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW ST
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 150,000

TRUSTEES OF BOSTON UNIVERSITY
25 BUICK STREET
BOSTON,MA021151301 		  PC GENERAL OPERATING SUPPORT 31,100

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA -WARTON SCHOOL OF BUSINESS
3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA191046205 		  PC GENERAL OPERATING SUPPORT 100,000

U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREET
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 200,000

UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH ST SUITE 220
BERKELEY,CA947105940 		  PC GENERAL OPERATING SUPPORT 250,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350
CHAPEL HILL,NC275991350 		  PC GENERAL OPERATING SUPPORT 73,221

UNIVERSITY OF NOTRE DAME
940 GRACE HALL
NOTRE DAME,IN465560368 		  PC GENERAL OPERATING SUPPORT 300,000

UNIVERSITY OF NOTRE DAME
940 GRACE HALL
NOTRE DAME,IN465560368 		  PC GENERAL OPERATING SUPPORT 62,671

UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 414
COLUMBIA,SC29208 		  GOV GENERAL OPERATING SUPPORT 193,356

UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER STREET CUB 3RD
FLOOR
LOS ANGELES,CA900890701 		  PC GENERAL OPERATING SUPPORT 70,183

UNIVERSITY OF TEXAS AT AUSTIN
2304 WHITIS AVE STOP G9900
AUSTIN,TX78712 		  GOV GENERAL OPERATING SUPPORT 450,000

WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVE
ST LOUIS,MO63130 		  PC GENERAL OPERATING SUPPORT 160,575
Total ................................. right arrow 3b 10,433,711
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 4,251  
4 Dividends and interest from securities .... 523000 52,349 14 8,383,447  
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 ............ 		523000 -1,271 18 8,120,687  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEQUITY IN PARTNERSHIP INCOME(LOSS) 		523000 1,020,584 14 -78,440,005  
bEQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)     14 1,329,643  
cEQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)     14 -57,409  
dEQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)     14 406,784  
eUNREALIZED GAIN/(LOSS)     14 0  
fGRANTS RETURNED     14 504,569  
gGRANTS CANCELLED     14 164,160  
hDEFERRED TAX BENEFIT     14 1,024,000  
iSALE OF FIXED ASSETS     14 -194  
jMISCELLANEOUS REVENUE     14 12  
12 Subtotal. Add columns (b), (d), and (e) .. 1,071,662 -58,560,055 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-57,488,393
(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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
SMITH RICHARDSON FOUNDATION INC
 
Employer identification number

56-0611550
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
SMITH RICHARDSON FOUNDATION INC
  		Employer identification number
56-0611550
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
H SMITH RICHARDSON CHARITABLE TRUST
 
701 GREEN VALLEY ROAD SUITE 306
 
GREENSBORO, NC274087096

$ 3,114,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
SMITH RICHARDSON FOUNDATION INC
  		Employer identification number

56-0611550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
SMITH RICHARDSON FOUNDATION INC
  		Employer identification number

56-0611550
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RSM US LLP 110,026 0   110,026

TY 2022 DistributionFromCorpusElection
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Election:
FOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $3,114,000 OF GRANTS MADE IN 2022 AS A DISTRIBUTION FROM CORPUS.

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

TY 2022 ExpenditureResponsibilityStmt
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
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
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
  		200 M ST NW SUITE 760
WASHINGTON,DC20012 		2022-07-13 230,000 OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 222,714 NO 06/25/2021; 07/31/2022; 7/31/2023   ON 6/25/21, AASE REFUNDED $85,957 OF UNEXPENDED FUNDS FROM THE ORIGINAL GRANT. AS OF JULY 31, 2023, AASE REFUNDED $57,396 (JULY 2022) AND $7,285.64 (JULY 2023) OF UNEXPENDED FUNDS FROM THE ORIGINAL GRANT. THE GRANT WAS FULLY EXPENDED BY JULY 13, 2023.
GRACE JONES RICHARDSON TESTAMENTARY TRUST
  		800 GREEN VALLEY ROAD SUITE 203
GREENSBORO,NC27408 		2022-03-23 250,000 OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 0 NO 12/31/2022    
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
  		1776 I STREET NW 9TH FLOOR
WASHINGTON,DC20006 		2021-07-13 115,572 OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 115,572 NO 12/31/2022   GRANT FULLY EXPENDED PER FINAL REPORT RECEIVED 12/31/22.
OUTCOMES RESEARCH INSTITUTE
  		1092 CATHCART WAY
STANFORD,CA943056010 		2022-11-30 200,000 AT THE INITIAL AWARD DATE IN JUNE 2021, OUTCOMES RESEARCH INSTITUTE WAS A 501(C)(3) PUBLIC CHARITY. IN SEPTEMBER 2022, THE ORGANIZATION'S EXEMPTION STATUS CHANGED TO PRIVATE NON-OPERATING FOUNDATION. ACCORDINGLY, EXPENDITURE RESPONSIBILITY WAS EXERCISED FOR 2022 AS FOLLOWS:OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).   NO 12/31/2022    
FOUNDATION FOR RESILIENT SOCIETIES
  		52 TECHNOLOGY WAY
NASHUA,NH03060 		2022-07-13 247,500 OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "ELECTRICITY REPORT CARDS FOR THE FIFTY STATES." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 64,596 NO 12/31/2022, 06/30/2023    

TY 2022 GeneralExplanationAttachment
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Identifier Return Reference Explanation
CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 THE SMITH RICHARDSON FOUNDATION (EIN 56-0611550) OWNS AN APPROXIMATELY 64.25% INTEREST IN MOORINGS CAPITAL LLC (EIN 56-2280118). MOORINGS CAPITAL LLC'S ADDRESS IS 701 GREEN VALLEY ROAD, SUITE 306, GREENSBORO, NC 27408. SOME OF THE OTHER LLC MEMBERS SHARE COMMON TRUSTEES WITH THE SMITH RICHARDSON FOUNDATION. WHEN THE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS COMBINED WITH THE OTHER LLC MEMBERS, THE TRUST COULD BE CONSIDERED TO OWN A CONTROLLED ENTITY. DURING THE 2022 TAX YEAR, THE SMITH RICHARDSON FOUNDATION DID NOT RECEIVE ANY SPECIFIED PAYMENTS FROM MOORINGS CAPITAL LLC WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 512(B)(13)(A).ALSO, THE SMITH RICHARDSON FOUNDATION'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS NOT AN EXCESS BUSINESS HOLDING UNDER INTERNAL REVENUE CODE SECTION 4943.MOORINGS CAPITAL LLC IS A PARTNERSHIP FOR FEDERAL INCOME TAX PURPOSES, AND IT HAS FOUR PARTNERS/LLC MEMBERS. ALL OF THE MEMBERS ARE TAX EXEMPT ENTITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).THIS LLC WAS FORMED FOR THE PURPOSE OF POOLING EACH INDIVIDUAL TAX EXEMPT ENTITY'S SEPARATE INVESTMENTS INTO ONE LARGER INVESTMENT POOL. THIS POOLING OF INVESTMENTS PROVIDES MANY BENEFITS TO THE PARTNERS/MEMBERS WHICH INCLUDE LOWER INVESTMENT MANAGEMENT FEES AND ACCESS TO INVESTMENTS NOT OTHERWISE AVAILABLE. MOORINGS CAPITAL LLC DOES NOT HAVE ANY EMPLOYEES AND ITS ONLY ASSETS ARE THE INVESTMENTS IN LOWER TIER INVESTMENT PARTNERSHIPS. MOORINGS CAPITAL DOES NOT HAVE A CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENT PARTNERSHIPS THAT IT OWNS. ALSO, NEITHER SMITH RICHARDSON FOUNDATION NOR ANY OTHER PARTNER/LLC MEMBER HAS ANY CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENTS THAT ARE OWNED BY MOORINGS CAPITAL LLC.DURING THE 2022 TAX YEAR THE SMITH RICHARDSON FOUNDATION RECEIVED $28,300,000 OF CAPITAL DISTRIBUTIONS FROM MOORINGS CAPITAL LLC.

TY 2022 InvestmentsOtherSchedule2
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARTNERSHIP EQUITY FMV 515,902,008 515,902,008

TY 2022 LegalFeesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NEXSEN PRUET LEGAL FEES 635 0   635
BROOKS PIERCE LEGAL FEES 4,361 0   4,361


TY 2022 OtherAssetsSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER RECEIVABLES 25,462 22,100 22,100
LEASE ROU ASSET 0 393,731 393,731


TY 2022 OtherExpensesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 4,555 0   4,555
CONSULTING FEES 113,848 0   113,848
DUES & SUBSCRIPTIONS 16,340 0   16,340
FURNITURE RENTAL 11,544 0   11,544
INSURANCE 144,519 0   154,507
MAINTENANCE 151,947 0   142,081
OFFICE EXPENSE 40,770 0   40,770
POSTAGE 13,599 0   13,599
TELEPHONE 41,297 0   41,297
UTILITIES 19,217 0   19,217


TY 2022 OtherIncomeSchedule2
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM MOORINGS CAPITAL LLC   1,690,582  
EQUITY IN PARTNERSHIP INCOME(LOSS) -77,419,421   -78,440,005
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY) 1,329,643   1,329,643
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY) -57,409   -57,409
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY) 406,784   406,784
GRANTS RETURNED 504,569   504,569
GRANTS CANCELLED 164,160   164,160
DEFERRED TAX BENEFIT 1,024,000   1,024,000
SALE OF FIXED ASSETS -194   -194
MISCELLANEOUS REVENUE 12   12


TY 2022 OtherLiabilitiesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 2,652,000 1,566,632
GRANTS PAYABLE TO SRF I, SRF II, AND SRF III 34,098 0
LEASE ROU OBLIGATION 0 423,217


TY 2022 OtherProfessionalFeesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN FEES 114 114   0
EQUITY IN PSHP INCOME(LOSS): INVESTMENT EXPENSES (K-1'S) 0 6,795,741   0
COMPUTER CONSULTING 90,352 0   109,481
OTHER PROFESSIONAL FEES 225,971 0   225,971


TY 2022 TaxesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 120,999 0   120,999
FEDERAL EXCISE TAX 237,754 0   0


TY 2022 TransfersFrmControlledEntities
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Name US /
Foreign Address		 EIN Description Amount
MOORINGS CAPITAL LLC 701 GREEN VALLEY ROAD SUITE 306
GREENSBORO,NC27408 		56-2280118 CASH DISTRIBUTION AS SHOWN ON 2022 SCHEDULE K-1 RCVD FROM PARTNERSHIP. 0
MOORINGS CAPITAL LLC 701 GREEN VALLEY ROAD SUITE 306
GREENSBORO,NC27408 		56-2280118 REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC. 0
Total     30,288,626