Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 11-01-2021 , and ending 10-31-2022
Name of foundation
THE WILLIAM H DONNER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)520 WHITE PLAINS ROAD 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TARRYTOWN, NY10591
A Employer identification number

23-1611346
B Telephone number (see instructions)

(914) 524-0404
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$212,281,903J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 300,534 300,534  
4 Dividends and interest from securities... 293,295 293,295  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,301,177
b Gross sales price for all assets on line 6a 25,934,704
7 Capital gain net income (from Part IV, line 2)... 15,962,981
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 4,866,174 5,070,272  
12 Total. Add lines 1 through 11........ 21,761,180 21,627,082  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 109,937 5,497   101,615
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 103,723 47,630   78,028
b Accounting fees (attach schedule)....... Click to see attachment 93,920 0   64,420
c Other professional fees (attach schedule).... Click to see attachment 3,361,097 3,030,922   305,639
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 312,630 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,876 894   16,982
21 Travel, conferences, and meetings....... 146,272 16,653   129,619
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 488,868 398,522   147,721
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,634,323 3,500,118   844,024
25 Contributions, gifts, grants paid....... 8,373,214 8,398,214
26 Total expenses and disbursements. Add lines 24 and 25 13,007,537 3,500,118   9,242,238
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,753,643
b Net investment income (if negative, enter -0-) 18,126,964
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 174,942 362,442 362,442
2 Savings and temporary cash investments......... 45,406,022 5,664,232 5,664,232
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 24,542 32,039 32,039
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment14,461,289 14,461,289
b Investments—corporate stock (attach schedule)....... 44,219,298 Click to see attachment28,891,715 28,891,715
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 151,456,662 Click to see attachment162,610,018 162,610,018
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment44,746 Click to see attachment260,168 Click to see attachment260,168
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 241,326,212 212,281,903 212,281,903
Liabilities 17 Accounts payable and accrued expenses.......... 189,964 239,457
18 Grants payable................. 25,000  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,152,934 Click to see attachment586,176
23 Total liabilities (add lines 17 through 22)......... 1,367,898 825,633
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 230,176,142 201,674,098
25 Net assets with donor restrictions............ 9,782,172 9,782,172
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 239,958,314 211,456,270
30 Total liabilities and net assets/fund balances (see instructions). 241,326,212 212,281,903
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
239,958,314
2
Enter amount from Part I, line 27a .....................
2
8,753,643
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
248,711,957
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
37,255,687
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
211,456,270
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a COOKE & BEILER- PUBLICLY TRADED SECURITIES P    
b CONESTOGA- PUBLICLY TRADED SECURITIES P    
c DF DENT - PUBLICLY TRADED SECURITIES P    
d WCM INVESTMENT MGMT - PUBLICLY TRADED SECURITIES P    
e PEREGRINE SMALL CAP GROWTH - PUBLICLY TRADED SECURITIES P    
ACCOLADE PARTNERS VII LP P    
ACCOLADE PARTNERS III LP P    
ACCOLADE PARTNERS IV LP P    
ACCOLADE PARTNERS V LP P    
ACCOLADE PARTNERS VI LP P    
ACCOLADE PARTNERS VIII LP P    
DEERPATH CAPITAL II LP P    
CAMDEN PARTNERS V LP P    
MFO GMO TRUST P    
KNIGHTHEAD P    
MFO MORGAN STANLEY INSTITUTIONAL FUND P    
OCM LIFE SCIENCES P    
LEGACY DISTRESSED OPPORTUNITIES FUND P    
OCM MEZZANINE V FUND P    
OCM REAL ESTATE DEBT P    
OCM MEZZANINE IV FUND P    
OCM MEZZANINE III FUND P    
OCM OPPORTUNITIES FUND VIIB P    
OCM OPPORTUNITIES FUND VIII P    
OCM OPPORTUNITIES FUND VIIIB P    
OCM OPPORTUNITIES FUND X P    
OCM OPPORTUNITIES FUND XB P    
OCM OPPORTUNITIES FUND XI P    
PRP GP P    
PRP LP P    
UNRELATED BUSINESS INCOME P    
CLASS ACTION PROCEEDS P    
VAN ECK P    
ACCOLADE GROWTH I P    
WARATAH P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,361,635   1,800,132 561,503
b 3,461,183   2,528,517 932,666
c 4,156,072   3,042,477 1,113,595
d 2,036,523   1,128,246 908,277
e 903     903
490,345     490,345
3,387,288     3,387,288
1,440,289     1,440,289
2,599,531     2,599,531
1,500,839     1,500,839
43,412     43,412
    7,219 -7,219
769,539     769,539
147,896     147,896
    1,081,688 -1,081,688
1,269,381     1,269,381
205     205
    12,196 -12,196
13,734     13,734
203,583     203,583
271,871     271,871
34,704     34,704
447     447
444     444
    6,406 -6,406
72,584     72,584
326,121     326,121
106,324     106,324
    26,646 -26,646
6,889     6,889
    338,196 -338,196
911     911
561,728     561,728
604,149     604,149
66,174     66,174
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       561,503
b       932,666
c       1,113,595
d       908,277
e       903
      490,345
      3,387,288
      1,440,289
      2,599,531
      1,500,839
      43,412
      -7,219
      769,539
      147,896
      -1,081,688
      1,269,381
      205
      -12,196
      13,734
      203,583
      271,871
      34,704
      447
      444
      -6,406
      72,584
      326,121
      106,324
      -26,646
      6,889
      -338,196
      911
      561,728
      604,149
      66,174
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 15,962,981
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 251,965
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- ..... 5 251,965
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 210,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 310,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3,198
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 54,837
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet54,837 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.DONNER.ORG
    14
    The books are in care ofbulletThe Organization Telephone no.bullet (914) 524-0404

    Located atbullet520 WHITE PLAINS ROAD 500TARRYTOWNNY ZIP+4bullet10591
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HON CURTIN WINSOR JR TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    BRITTANY D ROY TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    DILLON ROY TREASURER
    1.00     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    ALEXANDER DONNER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    ROBERT D SPENCER PRESIDENT
    1.00     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    TIMOTHY E DONNER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    SHANE SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    CRISTINA WINSOR TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    HUNTER SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    DEVON WINSOR TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    REBECCA D WINSOR TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    DAVID W DONNER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    WILLIAM SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    MONICA WINSOR TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    SHARON W LAINHART TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    JOSEPH W DONNER III TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    ANITA WINSOR SECRETARY
    1.00     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    JOHN D SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    SUZANNE L SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    ALEXA C DONNER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    DEBORAH DONNER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    CHRISTOPHER ROOSEVELT TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    AARON SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    KAILA SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    AVA DONNER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    STEPHANIE HANSON VICE PRESIDENT
    1.00     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    SOPHIA WASHBURN TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    PARKER SPENCER TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    JOSEPH W DONNER JR TRUSTEE
    0.50     		0 0 0
    520 WHITE PLAINS ROAD SUITE 500
    TARRYTOWN,NY10591
    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
    DEIRDRE FEENEY MANAGER OF OPERATION
    40.00     		97,844 2,160 0
    520 WHITE PLAINS ROAD
    TARRYTOWN,NY10591
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ACCOLADE PARTNERS INVESTMENT ADVISORY 1,016,077
    2100 PENNSYLVANIA AVENUE NW SUITE
    300N
    WASHINGTON,DC20037
    OAKTREE CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 556,370
    333 SOUTH GRAND AVENUE 28TH FLOOR
    LOS ANGELES,CA90071
    FIDES LLC MANAGEMENT 290,014
    520 WHITE PLAINS ROAD
    TARRYTOWN,NY10591
    IPI PARTNERS FUND II INVESTMENT ADVISORY 280,544
    300 NORTH LASALLE SUITE 1500
    CHICAGO,IL60654
    DEERPATH CAPITAL INVESTMENT ADVISORY 271,127
    405 LEXINGTON AVENUE 53RD FLOOR
    NEW YORK,NY10174
    Total number of others receiving over $50,000 for professional services.............bullet9
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    227,591,785
    b
    Average of monthly cash balances.......................
    1b
    320,244
    c
    Fair market value of all other assets (see instructions)................
    1c
    122,472
    d
    Total (add lines 1a, b, and c).........................
    1d
    228,034,501
    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
    228,034,501
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,420,518
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    224,613,983
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    11,230,699
    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
    11,230,699
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    251,965
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    7,565
    c
    Add lines 2a and 2b............................
    2c
    259,530
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,971,169
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    10,971,169
    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
    10,971,169
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 10,971,169
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 2,496,676
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,242,238
    a Applied to 2020, but not more than line 2a 2,496,676
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 6,745,562
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		4,225,607
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    10000 Degrees
    1401 Los Gamos Drive Suite 205
    San Rafael,CA94903     		  PC General Support 10,000
    42nd Street Moon
    PO Box 426470
    San Francisco,CA94142     		  PC Hunt Burdick fundraising page 10,000
    5-Eleven Hoops
    7906 E Tarma Street
    Long Beach,CA90808     		  PC Geneal Support 7,500
    60 Plus Foundation
    2121 Eisenhower Ave Ste 229
    Alexandria,VA22314     		  PC General Support 25,000
    A Little Help
    2755 S Locust Street
    Denver,CO80222     		  PC General Support 12,000
    Access Reproductive Justice
    PO Box 3609
    Oakland,CA94609     		  PC General Support 20,000
    Action Inst for Study Religion & Liberty
    156 Valley Ave
    Grand Rapids,MI49504     		  PC General Support 25,000
    Adventure and Scientists for Conservation
    PO Box 1834
    Bozeman,MT59771     		  PC Accelerating Scientific Impact 150,000
    Agnes Marie & Lowry P Howard Corp Inc
    608 Lakeview Dr
    Tuskegee,AL36083     		  PC Brenda Boozer Artist Program & Scholarships 20,000
    Agricultural Institute of Marin
    2169 E Francisco Blvd Suite A
    San Rafael,CA94903     		  PC Rollin Root Truck 4,000
    Alliance for Choice in Education
    PO Box 300129
    Denver,CO80203     		  PC General Support 10,000
    Alliance for Hope International
    101 W Broadway Suite 1770
    San Diego,CA92101     		  PC General Support 5,000
    Amazon Watch
    1101 15th St
    Washington,DC20005     		  PC General Support 10,000
    Amazon Watch
    520 Third St Suite 108
    Oakland,CA94607     		  PC General Support 100,000
    America's Future Foundation
    1513 16TH ST NW
    Washington,DC20036     		  PC General Support 200,000
    American Conservatory Theater Foundation
    415 Geary Street
    San Francisco,CA94108     		  PC General Support 6,000
    American Council for Capital Formation
    1001 Connecticut Ave NW Ste 620
    Washington,DC20036     		  PC General Support 10,000
    American Foreign Policy Council
    509 C ST NE
    Washington,DC20002     		  PC General Support 20,000
    American Indian College Fund
    8333 Greenwood Blvd
    Denver,CO80221     		  PC General Support 20,000
    American InstBehavioral Research&Tech
    1035 E Vista Way Ste 120
    Vista,CA92084     		  PC Dev. of Large Scale, Perm. Systems for Monitoing Content by Big Tech 99,500
    American Museum of Natural History
    Central Park West 79th Street
    New York,NY10024     		  PC Hayden Planatarium- Kids Programs 4,000
    American Spectator Foundation
    122 S Royal St
    Alexandria,VA22314     		  PC General Support 30,000
    American Spectator Foundation
    122 South Royal Street
    Arlington,VA22031     		  PC General Support 12,000
    American Studies Center
    1100 North Glebe Rd St 900
    Arlingotn,VA22201     		  PC General Support 20,000
    Amigos of Costa Rica Inc
    PO Box 748
    West Chester,PA19381     		  PC General Support 26,000
    Anchor Academy'
    49 Plymouth St
    Middleboro,MA02346     		  PC Regina Pacis Academy- General Support 2,500
    Aquidneck Land Trust
    790 Aquidneck Ave
    Middletown,NY02842     		  PC General Support 30,000
    Aquidneck Land Trust
    790 Aquidneck Ave
    Middletown,NY02842     		  PC Climate Resiliency Program 8,000
    Arrupe Jesuit High School
    4343 Utico Street
    Denver,CO80212     		  PC General Support 5,000
    Ascent Soccer USA
    722 N 47th St
    Seattle,WA98103     		  PC Student Support - Lughano Nyondo 20,000
    Assoc of Community Empl Prog for Homeless
    5555 N Tamimami Trail
    Sarsota,FL34243     		  PC General Support- Assoc of Community Employment Programs for the Homeless 15,000
    Assoc of Former Intelligence Officers
    7700 Leesburg Pike Ste 324
    Falls Church,VA22043     		  PC General Support 20,000
    Batonga Foundation
    2202 18th St NW Ste 123
    Washington,DC20009     		  PC General Support 10,000
    Bay Area Community Resources
    177 Carlos Drive
    San Rafael,CA94903     		  PC General Support 10,000
    Bay Area Discovery Museum
    Fort Baker 557 McReynoalds Road
    Sausalito,CA94965     		  PC General Support 15,000
    Belmont Historical Society
    336 Concord Ave
    Belmont,MA02478     		  PC General Support 10,000
    Berkeley Repertory Theater
    999 Harrison St
    Berkeley,CA94710     		  PC General Support 4,000
    Berkeley Soc of Pres of Traditional Music
    2020 Addison St
    Berkeley,CA94704     		  PC Freight & Salvage Coffeehouse- Kids Educational Programs 2,000
    Beyth Mishpachah Ministries Inc
    415 Paters Way
    Westminister,SC29693     		  PC The Father's House Int'l - for new dog runs or emergency needs 20,000
    Bhutan Foundation
    1050 Connectivut Ave NW
    Washington,DC20036     		  PC Bhutan Gathering 8,756
    Big Dog Ranch Rescue Inc
    14444 Okeechobee Blvd
    Locahatchee Groves,FL33470     		  PC Ukraine Rescue Mission 10,000
    Bill of Rights Institute
    1310 N Courthouse Rd
    Arlington,VA22201     		  PC General Support 5,000
    Bloom Marin
    1557 Fourth Street
    San Rafael,CA94901     		  PC General Support 3,500
    Board of Trustees of Leland Sanford Jr U
    866 Campus Dr
    Stanford,CA94305     		  PC The Hoover Institution- General Support 25,000
    Board of Trustees of Leland Sanford Jr U
    866 Campus Dr
    Stanford,CA94305     		  PC General Support 15,000
    Bob Carter's Actors Workshop & Rep Co
    1000 N Dixie Hwy
    W Palm Beach,FL33401     		  PC General Support 50,000
    Boston Medical Center Corp
    Our Boston Medical Center Place
    Boston,MA02118     		  PC General Support 10,000
    Boulder Museum of Contemporary Art
    1750 13th St
    Boulder,CO80302     		  PC General Support 2,500
    Boulder Museum of Contemporary Art
    1750 13th St
    Boulder,CO80302     		  PC General Support 5,000
    Boys & Girls Club of Sonoma Valley
    100 W Verano Ave
    Sonoma,CA95476     		  PC General Support 5,000
    Breckenridge Outdoor Education Center
    PO Box 697
    Breckenridge,CO80424     		  PC General Support 20,000
    Bristol Bay Heritage Land Trust
    PO Box 1388
    Dillingham,AK99576     		  PC General Support 10,000
    Buck Institute for Research on Aging
    8001 Redwood Blvd
    Novato,CA94945     		  PC Bees 2.0 Project & Buck Facilities Vehicles 44,000
    Buck Institute for Research on Aging
    8001 Redwood Blvd
    Novato,CA94945     		  PC General Support 20,000
    Buffalo Bill Memorial Association
    720 Sheridan Avenue
    Cody,WY82414     		  PC General Support 10,000
    Burning Man Project
    660 Alabama Street 4th Fl
    San Francisco,CA94110     		  PC General Support 20,000
    By the Bay Health
    17 E Sir Francis Drake Blvd
    Larkspur,CA94939     		  PC Hospice By The Bay- General Support 10,000
    California Academy of Sciences
    55 Music Concourse Drive
    San Francisco,CA94118     		  PC STEM Childrens Programs 3,000
    California Fire Foundation
    1780 Creekside Oaks Drive
    Sacramento,CA95833     		  PC Fire Prevention Education and Prevention in Marin County 20,000
    California State Parks Foundation
    33 New Montgomery Street Suite 520
    San Francisco,CA94105     		  PC General Support 26,000
    Call of the Sea
    3020 Bridgewat 278
    Sausalito,CA94965     		  PC General Support 15,000
    Cambiar Education
    5268 Quaker Hill Ln
    San Diego,CA92130     		  PC Undaunted K12: General Support 40,000
    Capital Research Center
    1513 16th Street NW
    Washington,DC20036     		  PC General Support 19,500
    Careers In Construction Colorado
    4585 Hilton Parkway St 100
    Colorado Spring,CA80907     		  PC Careers in Construction Student - Certificates 2022-2023 55,000
    Casa Cornelia Legal Services
    2760 Fifth Ave Ste 200
    San Diego,CA92103     		  PC CCLC Afgham Project 40,000
    CATO Institute
    1000 Massachusetts Avenue NW
    Washington,DC20001     		  PC General Support 20,000
    CATO Institute
    2000 Massachusetts Ave NW
    Washington,DC20001     		  PC General Support for Human Progress 10,000
    Cedars-Sinai Medical Center
    8700 Beverly Blvd NT Suite 2416
    Los Angeles,CA90048     		  PC Center for Research on Women's Health & Sex Differences 100,000
    Center for a Secure Free Society
    1440 G St NW 8198
    Washingon,DC20005     		  PC General Support 25,000
    Center for Security Policy Inc
    2020 Pennsylvania Avenue NW Suite
    189
    Washington,DC20006     		  PC General Support 17,000
    Center for Third World Organizing
    900 Alice St Ste 300
    Oakland,CA94607     		  PC Drinking Gourd Reparations Summer 20,000
    Center for Victims of Torture
    2356 University Ave West St 430
    St Paul,MN55114     		  PC General Support 20,000
    Central City Opera House Association
    124 Eureka St
    Central City,CO80427     		  PC General Support 1,000
    Chabot Space & Science Center
    10000 Skyline Blvd
    Oakland,CA94619     		  PC General Support 33,500
    Challenged Athletes Inc
    9591 Waples St
    San Diego,CA92121     		  PC Camp 5,000
    Chapel Columbarium Association
    8 Fourth St
    Colorado Spring,CO80906     		  PC General Support 7,250
    Chapel of Our Savior Episcopal Church
    8 Fourth St
    Colorado Spring,CO80906     		  PC General Support 7,250
    Charity Navigator
    299 Market St Suite 250
    Saddle Brook,NJ07663     		  PC General Support 25,000
    Cheyenne Mountain Zoological Society
    Cheyenne Mountain Zoo Road
    Colorado Spring,CO80906     		  PC Int Center for Care Conservation of Giraffe 80,000
    Christian Appalachian Project
    485 Ponderosa Dr
    Paintsville,KY41240     		  PC Immediate help for food and supplies for flood victims 4,500
    Christs Body Inc
    850 Lincoln St
    Denver,CO80203     		  PC General Support 12,000
    Circus Arts Conservatory Inc
    2075 Bahia Vista St
    Sarasota,FL34239     		  PC General Support 20,000
    Citizen Schools Inc
    1 Beacon Street
    Boston,MA02108     		  PC Community Bases Experimental Learning Program 59,500
    City Arts and Lectures Inc
    257 Oak Street
    San Francisco,CA94102     		  PC Music Speaker 2,500
    City Slicker Farms
    2847 Peralta Street
    Oakland,CA94607     		  PC General Support 2,500
    Cityside Journalism Initiative
    2120 University Avenue
    Berkley,CA94704     		  PC General Support 10,000
    Clothes to Kids of Denver
    2890 S Colorado Blvd Ste M3
    Denver,CO80222     		  PC General Support 20,000
    CO Springs Community Cultural Collective
    221 E Kiowa St
    Colorado Springs,CO80901     		  PC General Support 20,000
    Colonial Dames of America
    417-421 East 61 Street
    New York,NY10065     		  PC General Support 3,041
    Colorado Film Society
    1906 13th St
    Boulder,CO80302     		  PC General Support 20,000
    Colorado Film Society
    1906 13th St
    Boulder,CO80302     		  PC General Support 8,000
    Colorado Music Festival
    900 Baseline Rd
    Boulder,CO80302     		  PC General Support 15,000
    Colorado Music Festival
    900 Baseline Rd
    Boulder,CO80302     		  PC General Support 10,000
    Colorado Springs Philharmonic
    PO Box 1266
    Colorado Springs,CO80901     		  PC CO Springs Philharmonic Players Assembly- General Support 20,000
    Competitive Enterprise Institute
    1310 L Street NW 7th Fl
    Washington,DC20005     		  PC General Support 17,000
    Computer And Technology Resource Center
    42 Digital Drive Suite 3
    Novato,FL94949     		  PC eWaste Collective General Support 10,500
    Conscious Alliance
    3801 Industrial Ln
    Broomfield,CO80020     		  PC General Support 20,000
    Conservation International Fnd
    PO Box 418608
    Boston,MA02241     		  PC Reteti Elephant Sanctuary- Childrens Educational Programs 4,000
    Coudert Institute Villa Del Flori Inc
    163 Seminole Avenue
    Palm Beach,FL33480     		  PC General Support 5,000
    Coudert Institute Villa Del Flori Inc
    163 Seminole Avenue
    Palm Beach,FL33480     		  PC General Support 5,000
    COWASS North America Inc
    840 Suncook Valley Rd
    Alton,NH03809     		  PC General Support 10,000
    Culinary Institute of America
    1946 Campus Drive
    Hyde Park,NY12538     		  PC Sommelier Summit 2023 5,000
    Cultivate
    125 East Peral Ave Suite 107
    Jackson,WY83001     		  PC General Support 4,000
    Curtis Park Block Council Inc
    2807 Champa St
    Denver,CO802052744     		  PC General Support 20,000
    Davidson College
    Box 7170 Davidson College
    Davidson,NC28035     		  PC William H. Donner Scholarship 75,000
    DAWG Nation Hockey Foundation
    10658 W Centennial Rd
    Littleton,CO80127     		  PC General Support 20,000
    Denver City Lax
    1106 Columbine St
    Denver,CO80206     		  PC General Support 100,000
    Denver Pet Partners
    10325 W Poncha Pass
    Littleton,CO80127     		  PC General Support 5,000
    Denver Street School
    1380 Ammons St
    Lakewood,CO80214     		  PC General Support 5,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 5,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 15,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 10,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 10,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 20,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 20,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 5,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 2,500
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 10,000
    Direct Relief International
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC For Ukraine Relief 15,000
    Direct Relief
    6100 Wallace Becknell Rd
    Santa Barbara,CA93117     		  PC Ukraine Relief Project 10,000
    Doctors of the World- USA Inc
    222 Broadway 19th Fl
    New York,NY10011     		  PC Emergency Response to Ukrainian Refuges in Turkey 80,000
    Dogs Deserve Better Inc
    Dogs Deserve Better Inc
    Smithfield,VA23430     		  PC General Support 30,000
    Earth Island Institute Inc
    4401A Conneticut Avenue NW 143
    Washington,DC20008     		  PC Plastic Pollution Coalition- General Support 20,000
    Eco Defense Group
    6300 N Sagewood Dr
    Park City,UT84098     		  PC General Support 20,000
    Ecological Defense Group Inc
    6300 N Sagewood Dr
    Park City,UT84098     		  PC General Support 20,000
    English Speaking Union of the US
    144 East 39th St
    New York,NY10016     		  PC for the Palm Beach, FL branch of the ESU 1,000
    Equine Advocates Incorporated
    PO Box 354
    Chatham,NY12037     		  PC General Support 17,000
    Exeter Hospital Inc
    5 Alumni Dr
    Exeter,NH03833     		  PC General Support 20,000
    Families in Action for Quality Education
    333 Hegenberger Rd
    Oakland,CA94621     		  PC General Support 20,000
    Fatty Acid Research Institute
    2700 S Carter Place
    Sioux Falls,SD57105     		  PC FARI's Continued Research on Omega-3 Fatty Acids 95,000
    Fatty Acid Research Institute
    2700 S Carter Place
    Sioux Falls,SD57105     		  PC General Support 20,000
    Final Exit Network
    PO Box 10071
    Tallahassee,FL32302     		  PC General Support 25,000
    Fire Safe Marin
    PO Box 2831
    San Anselmo,CA94979     		  PC General Support 20,000
    First Nations Development Institute
    2432 Main St 2nd Flr
    Longmont,CO80501     		  PC General Support 20,000
    First Responders Resiliency Inc
    39 E Main St Ste 2
    Little Falls,NJ07424     		  PC General Support 10,000
    Flight Path Dance Foundation Inc
    205 E 42nd St 13th Fl
    New York,NY10017     		  PC General Support 20,000
    For the Win Project
    11256 Killing St
    North Hollywood,CA91602     		  PC General Support 3,000
    Forward Steps Foundation
    520 Zang Street Suite 209
    Broomfield,CO80021     		  PC General Support 12,000
    Foundation Fighting Blindness Inc
    80 Broad St Ste 3301
    New York,NY10004     		  PC General Support 20,000
    Foundation for Cultural Review
    900 Boradway
    New York,NY10003     		  PC New Criterion- General Support 20,000
    Foundation for Economic Education
    1819 Peachtree Road NE Suite 300
    Atlanta,GA30309     		  PC General Support 20,000
    Fourth Presbyterian Church
    5500 River Rd
    Bethsda,MA20816     		  PC General Support 50,000
    Fractured Atlas Inc
    PO Box 55
    Hartsdale,NY105300055     		  PC New York Tibetan Art Studio general support 20,000
    Freedom Service Dogs Inc
    7193 S Dillon Court
    Englewood,CO80110     		  PC General Support 17,000
    FreedomWorks Foundation
    111 K Street NE Suite 600
    Washington,DC20002     		  PC General Support/Anonymous 10,000
    Friend to Friend - America
    2203 7th Ave St 200
    Des Moines,WA98198     		  PC General Support 10,000
    Friends of Marin County Free Library
    3501 Civic Center Drive Suite 414
    San Rafael,CA94903     		  PC Novato Library Kids Programs 2,000
    Friends of the Dillon Ranger District
    PO Box 1648
    Silverthorne,CO80498     		  PC General Support 20,000
    Friends of the Israel Defense Forces
    60 East 42 St
    New York,NY10165     		  PC General Support 20,000
    Friends of the National Arboretum
    3501 New York Ave NE
    Washington,DC20002     		  PC General Support 5,000
    Gateways to Change Inc
    1060 Park Ave
    Cranston,RI02910     		  PC General Support 11,500
    Gather
    210 West Road
    Partsmouth,NH03801     		  PC General Support 20,000
    Gazette Charities
    30 East Pikes Peak Ave
    Colorado Springs,CO80906     		  PC Empty Stocking Fund 20,000
    Giant Steps Therapeutic Equestrian Ctr
    595 Deer Creek Lane
    Petaluma,CA94952     		  PC General Support 17,000
    Giving Back Fund Inc
    220 E 60th St Apt 6l
    New York,NY10022     		  PC Amazon Investor Coalition- study on commerically viable Amazonian Plants 50,000
    Global Greengrants Fund Inc
    2840 Wilderness Place A
    Boulder,CO80301     		  PC General Support 25,000
    GO Public Schools Oakland
    134 Linden St
    Oakland,CA94607     		  PC General Support 75,000
    Golden Gate Labrador Retriever Rescue
    12 River Vista Court
    Novato,CA94945     		  PC General Support 15,000
    Golden Harvest Food Bank Inc
    3310 Commerce Dr
    Augusta,GA30909     		  PC We Care Community Services- Building Improvements 20,000
    Government Accountability Institute
    1414 Piedmont Drive East
    Tallahassee,FL32308     		  PC General Support 10,000
    Grace Church of Marin
    921 Sir Francis Drake Blvd
    San Anselmo,CA94960     		  PC General Support 8,000
    Grandma's Place Inc
    184 Sparrow Drive
    Royal Palm Beach,FL33411     		  PC General Support 20,000
    Grant Foundation
    60 E 42nd St 43rd FL
    New York,NY10165     		  PC General Support for Hospital Albert Schweitzer 8,000
    Guardian Angels Medical Service Dogs
    3251 NE 180th Ave
    Williston,FL32696     		  PC General Support 17,000
    Halleck Creek Ranch
    PO Box 159
    Nicasio,CA94946     		  PC General Support 20,000
    Harvard University
    7 Ware St
    Cambridge,MA02138     		  PC Ariadne Labs: Creating a Roadmap for Formulas Navigating Dementia Care 156,000
    Haymakers for Hope
    501 Boylston St C/O WeWork
    Boston,MA02116     		  PC General Support 20,000
    Health Advocates for Older People
    420 Lexington Ave Ste 3000
    New York,NY10170     		  PC General Support 10,000
    Health Advocates for Older People
    420 Lexington Ave Ste 3000
    New York,NY10170     		  PC General Support 8,000
    Henrik Lundqvist Foundation
    733 State Route 35 North Suite A
    Ocean,NJ07712     		  PC Young Ambassadors 2,500
    High Country Conservation Center
    737 Ten Mile Dr
    Frisco,CO80443     		  PC General Support 20,000
    High Fives Foundation
    PO Box 3212
    Truckee,CA96160     		  PC General Support 15,000
    Highlands Choral Society Inc
    PO Box 273
    Garrison,NY10524     		  PC General Support 3,750
    Home of Hope
    36 Harrison Pl
    Irvington,NJ07111     		  PC Nab Childcare Center 3,000
    Homeward Bound of Marin
    1385 N Hamilton Pkwy
    Novato,CA94949     		  PC General Support 10,000
    Homeward Bound of Marin
    1385 N Hamilton Pkwy
    Novato,CA94949     		  PC General Support 10,000
    Homeward Bound of Marin
    1385 N Hamilton Pkwy
    Novato,CA94949     		  PC General Support 10,000
    Homeward Trails Animal Rescue
    11116 Fairfax Station Rd
    Fairfax Station,VA22039     		  PC General Support 10,000
    Honor the Earth
    PO Box 63 607 Main Ave
    Callaway,MI56521     		  PC General Support 10,000
    Hope For The Day
    PO Box 13015
    Chicago,IL60613     		  PC General Support 1,500
    Hudson Valley Shakespeare Festival
    143 Main Street
    Cold Spring,NY10516     		  PC General Support 20,000
    Human Rights Foundation Inc
    350 5th Avenue 4202
    New York,NY10118     		  PC General Support 15,000
    Human Rights Foundation Inc
    350 5th Avenue 4202
    New York,NY10118     		  PC General Support 10,000
    Humanity in Action Inc
    41 Flarbush Avenue Suite 203
    Brooklyn,NY11217     		  PC General Support 150,000
    Humanity in Action Inc
    41 Flarbush Avenue Suite 203
    Brooklyn,NY11217     		  PC Rethinking America 50,000
    Humanity in Action Inc
    41 Flarbush Avenue Suite 203
    Brooklyn,NY11217     		  PC Racial Equity Grants 2022-2023 30,000
    In Touch Ministries Inc
    3836 Dekalb Technology Pkwy Ste 325
    Atlanta,GA30340     		  PC General Support 20,000
    Independence Institute
    727 E 16th Avenue
    Denver,CO80203     		  PC General Support 20,000
    Independent Women's Forum
    4 Weems Lane 312
    Winchester,VA22601     		  PC Independent Women's Voice- general support 25,000
    Independent Women's Forum
    4 Weems Lane 312
    Winchester,VA22601     		  PC General Support 20,000
    Independent Women's Forum
    4 Weems Lane 312
    Winchester,VA22601     		  PC General Support 20,000
    Indigenous Environ Network Turtle Island
    PO Box 485
    Bemidji,MN56619     		  PC General Support 5,000
    Inquiring Systems Inc
    101 Brookwood Ave Suite 204
    Santa Rosa,CA95404     		  PC General Support 64,516
    Institute for Justice
    901 N Glebe Road Suite 900
    Arlington,VA22203     		  PC General Support 10,000
    Institute for Policy Studies
    1301 Conneticut Avenue NW Suite 600
    Washington,DC20036     		  PC General Support 40,000
    Institute of World Politics
    1521 16th Street NW
    Washington,DC20036     		  PC General Support 10,000
    Institute of World Politics
    1521 16th Street NW
    Washington,DC20036     		  PC General Support 5,000
    Int'l Planned Parenthood Federation
    125 Maiden Lane 9th Fl
    New York,NY10038     		  PC Fos Feminista- General Support 20,000
    International Elephant Foundation
    C/O Fort Worth Zoo 1989 Colonial
    Parkway
    Fort Worth,TX76135     		  PC Kids in Conservation 3,000
    International Ocean Film Festival
    1007 General Kennedy Avenue Suite
    205
    San Francisco,CA941291404     		  PC General Support 5,000
    James Beard Foundation
    167 W 12th St
    New York,NY10011     		  PC US Domestic relief Covid-19 pandemic 2,500
    Jazz Foundation of America
    247 W 37th St
    New York,NY10011     		  PC COVID-19 Musician's Emergency Fund 20,000
    Jewish Family Services of Co Inc
    1485 Teaneck Rd Fl 2
    Teaneck,NJ07666     		  PC General Support 9,000
    Jewish Family Services of San Diego
    8804 Balboa Avenue
    San Diego,CA92123     		  PC Afgham Refugee Resettlement 20,000
    Joy in Art Inc
    1990 Main Street
    Sarsota,FL34236     		  PC General Support 20,000
    Kansas State University
    160 Roof Dr
    Manhattan,KS66502     		  PC Jazz Program Scholarship Fund 5,000
    Ketamine Research Foundation
    6 Crest Road
    San Aselmo,CA94960     		  PC General Support 50,000
    Labyrinth Inc
    28 Liberty St
    New York,NY10005     		  PC General Support 20,000
    Lake Worth Playhouse
    713 Lake Ave
    Lake Worth,FL33460     		  PC General Support 10,000
    Leadership Program of the Rockies
    1777 S Harrison Street Suite 807
    Denver,CO80210     		  PC General Support 20,000
    Lewa Wildlife Conservancy USA
    PO Box 23860
    New York,NY100873860     		  PC Enhance conservation efforts across the landscape 20,000
    Lewa Wildlife Conservancy USA
    PO Box 4449
    New York,NY10163     		  PC Support of LEWA's Core 35,000
    Libertas Institute
    2183 W Main St Ste A102
    Lehi,UT84043     		  PC Tuttle Twins Rules for Life 35,000
    Lifehouse Inc
    18 Professional Center Parkway
    San Rafael,CA94903     		  PC General Support 30,000
    Lifehouse Inc
    18 Professional Center Parkway
    San Rafael,CA94903     		  PC General Support 12,500
    Lighthouse Guild International Inc
    250 West 64 St
    New York,NY10023     		  PC General Support 5,500
    Little Hill Sanctuary Inc
    16795 Little Hill Lane
    Watsonville,CA95076     		  PC General Support 10,000
    Louisiana Museum Foundation
    1000 Bourbon St
    New Orleans,LA70116     		  PC Kid's Programs 4,000
    Madison Square Boys & Girls Club Inc
    250 Bradhurst Ave
    New York,NY10039     		  PC General Support 10,000
    MADRE
    121 W 27TH ST 604
    New York,NY10001     		  PC Reimagining Justice for Afghan Women 73,500
    MADRE
    121 W 27TH ST 604
    New York,NY10001     		  PC Documentation Center on Gender-Based Crimes in Afghanistan 25,000
    Major General Henry Knox Lodge
    186 Tremont St
    Boston,MA02111     		  PC General Support 10,000
    Manitou Springs Community Foundation
    354 Manitou Ave
    Manitou Springs,CO80829     		  PC AdAmAn Alley Project downtown Colorado Springs 20,000
    Marin Brain Injury Network
    1132 Magnolia Avenue
    Larkspur,CA94939     		  PC Schurig Center- Brain injury research in sports 10,000
    Marin Center for Independent Living
    710 4th Street
    San Rafael,CA94901     		  PC General Support 5,000
    Marin Country Day School
    5221 Paradise Dr
    Corte Madera,CA94925     		  PC General Support 15,000
    Marin Girls Chorus
    PO Box 150985
    San Rafael,CA94901     		  PC General Support 15,000
    Marin School of the Arts
    625 Arthur Street
    Novato,CA94947     		  PC Jazz Band/Studies 1,500
    Mary Obolensky Underwood Leukaemia Fnd
    PO Box 3008
    Palm Beach,FL334801208     		  PC General Support 6,000
    Massachusetts General Hospital
    125 Nashua St Ste 540
    Boston,MA02114     		  PC Fund #207478, Yi-Bin Chen MD 10,000
    Mayo Clinic
    13400 E Shea Blvd
    Scottsdale,AZ85259     		  PC Developing of Novel Surgical for Severe Intractable Tinnitus 30,000
    Mean Girls Extinction Project
    PO Box 632
    Morgan Hill,CA95038     		  PC General Support 5,000
    Media Research Center
    113 South West Street Suite 200
    Alexandria,VA22314     		  PC General Support 25,000
    Media Research Center
    113 South West Street Suite 200
    Alexandria,VA22314     		  PC General Support 50,000
    Media Research Center
    113 South West Street Suite 200
    Alexandria,VA22314     		  PC General Support 15,000
    Mercy Chefs
    711 Washington St
    Portsmouth,VA23704     		  PC General Support 14,500
    Michael Leonardi Foundation
    4026 Maher St
    Napa,CA94558     		  PC General Support 2,500
    Military Families United of Michigan
    PO Box 930078
    Wixom,MI48393     		  PC General Support 10,000
    Miller Creek Elementary School District
    380 Nova Albion Way
    San Rafael,CA94903     		  PC Math Inquiry Research Project 10,000
    Monterey Bay Aquarium Foundation
    886 Cannery Row
    Monterey,CA93940     		  PC Expanding Capacity of MBA Sea Other Program 90,500
    Monterey Bay Aquarium Foundation
    886 Cannery Row
    Monterey,CA93940     		  PC Kids Educational Programs 3,500
    Monterey Jazz Festival
    9699 Blue Larkspur Lane Suite 204
    Monterey,CA93942     		  PC Kids Program 5,000
    Morgan Adams Foundation
    5303 E Evans Ave Ste 200
    Denver,CO80222     		  PC General Support 20,000
    Mountain Sun Community School
    71 Keystone Camp Rd
    Brevard,NC28712     		  PC General Support 30,000
    Moving Picture Institute
    375 Greenwhich Street
    New York,NY10013     		  PC General Support 10,000
    Multidis Assn for Psychedelic Studies
    1115 Mission Street
    Santa Cruz,CA95060     		  PC Maxi Cohen Films 5,000
    Multidis Assn for Psychedelic Studies
    1115 Mission Street
    Santa Cruz,CA95060     		  PC General Support 20,000
    Multidis Assn for Psychedelic Studies
    3141 Stevens Creek Blvd
    San Jose,CA95117     		  PC Indigenous Medicine Conservation Fund- General Support 125,000
    Music In Schools Today
    582 Market Street Suite 213
    San Francisco,CA94104     		  PC Kids School Musical Education 10,000
    National Review Institute
    19 West 44th Street Suite 1701
    New York,NY10036     		  PC General Support 12,000
    Native Arts and Cultures Foundation
    400 E Evergreen Boulevard Suite 102
    Washington,DC98660     		  PC General Support 5,000
    Natl Network of Abortion Fnds Lilith Fund
    PO Box 684949
    Austin,TX78768     		  PC General Support 20,000
    Natl Society- Colonial Dames of America
    215 E 71ST
    New York,NY10021     		  PC McAllister House Museum- Executive Director Annual Salary 30,000
    Nature Conservancy Inc
    322 8TH Ave
    New York,NY10001     		  PC Healthy Ocean for Chile 45,000
    Nature Conservancy Inc
    322 8TH Ave
    New York,NY10001     		  PC Protecting Freshwater Ecosystems in Patagonia 30,000
    Navy Marine Coast Guard Residence Fdn
    6251 Old Duminion Drive
    Mclean,VA22101     		  PC Employee Caring Fund 20,000
    NDN Collective Inc
    408 Knollwood Dr
    Rapid City,SD57701     		  PC General Support 102,850
    New Federal Theatre Inc
    543 W 42nd St
    New York,NY10036     		  PC General Support 20,000
    New Teacher Center
    1205 Pacific Avenue St 301
    Santa Cruz,CA95060     		  PC Supporting Early Education in California 10,000
    Newport Hospital Foundation Inc
    20 Powel Ave
    Newport,RI02840     		  PC General Support 20,000
    NEXT for Autism
    1177 Avenue Of Americas 5th Fl
    New York,NY10036     		  PC General Support 10,000
    Nicaslo Volunteer Fire Department
    5 Old Rancheria Rd
    Nicasio,CA94946     		  PC General Support 18,000
    Norman Bird Sanctuary Trust
    583 3rd Beach Rd
    Middletown,RI02842     		  PC General Support 10,000
    North Bay Children's Center
    22 Tinker Way
    Novato,CA94949     		  PC General Support 20,000
    North County Lifeline
    3142 Vista Way Suite 400
    Oceanside,CA92056     		  PC Client Support & Capacity - Building for victims of human trafficking 20,000
    North Valley Workforce Alliance Inc
    422 Century Park Dr Ste B
    Yuba City,CA959915729     		  PC CareerPoint Marin General Support 3,000
    Novato Fire Foundation
    95 Rowland Way
    Novato,CA95945     		  PC Novato Squirts 10,000
    Oakland Firesafe Council
    6114 LaSalle Ave Suite 462
    Oakland,CA94611     		  PC General Support 20,000
    Oakland Public Education Fund
    520 3rd Street Suite 109
    Oakland,CA94607     		  PC OPEF Strategic Plan Development 30,000
    Oakland Public Education Fund
    520 3rd Street Suite 109
    Oakland,CA94607     		  PC General Support 30,000
    Oconee County Humane Society Inc
    1925 Sandifer Blvd
    Seneca,SC29678     		  PC Pet Food Pantry 20,000
    Oconee County Humane Society Inc
    1925 Sandifer Blvd
    Seneca,SC296780910     		  PC Oconee Humane Pet & Pet Owner Assistance 20,000
    Okizu Foundation
    7250 Redwood Blvd Suite 200
    Novato,CA94945     		  PC General Support 50,000
    Okizu Foundation
    7250 Redwood Blvd Suite 200
    Novato,CA94945     		  PC Okizu Preservation Fund General Support 20,000
    One Eleuthera Foundation
    6 Carolina Lane
    Beaufort,SC29907     		  PC Section 5- Harbour Island Trade School 30,000
    Operation Gratitude Inc
    PO Box 260257
    Chatsworth,CA91311     		  PC General Support 20,000
    Pacific Research Inst for Public Policy
    PO Box 60485
    Pasadena,CA91116     		  PC General Support 15,000
    Pacific Research Institute
    PO Box 60485
    Pasadena,CA91116     		  PC General Support 30,000
    Palm Beach Symphony
    400 Hibiscus St Ste 100
    West Palm Beach,FL33401     		  PC General Support 5,000
    Partners in School Innovation
    1060 Tennessee Street 2nd Fl
    San Francisco,CA94107     		  PC Reparation & Support Year Two 75,000
    Pelican Harbor Seabird Station Inc
    1279 NE 79th Street Causeway
    Miami,FL33138     		  PC General Support 25,000
    Pets for the Elderly Foundation
    200 Public Square St 3500
    Cleveland,OH441142302     		  PC General Support 100,000
    Preservation Society of Newport County
    424 Bellevue Avenue
    Newport,RI02840     		  PC General Support 10,000
    Project Wreckless
    1449 Mendell St
    San Francisco,CA94124     		  PC General Support 7,500
    Quality of Life Foundation Inc
    2750 Killarney Drive Suite 100
    Woodbridge,VA22192     		  PC General Support 7,000
    Racial Unity Team
    5 Kinloch Dr
    Stratham,NH03885     		  PC Indigenous People's Day Commemorative 10,000
    Rainforest Alliance
    27 E 28th St
    New York,NY10016     		  PC General Support 20,000
    Rare Inc
    1310 N Courthouse Rd Ste 110
    Arlington,VA22201     		  PC Fish Forever Mesoamerican Reef Coastal Fishing Restoration Project 30,000
    Regents of the University of Colorado
    1800 Grant St
    Denver,CO80203     		  PC General Support 60,000
    Renovation in Music Education
    PO Box 73051
    Washington,DC20009     		  PC General Support 10,000
    Right to Dream
    12 Johnson Pl
    Rye,NY10580     		  PC General Support 50,000
    Right to Dream
    12 Johnson Pl
    Rye,NY10580     		  PC General Support 50,000
    Roots of Music Inc
    2624 Burgundy St
    New Orleans,LA70116     		  PC Childrens Educational Programs 6,000
    RVC Seattle
    1225 S Weller St 400
    Seattle,WA98144     		  PC WA-BLOC General Support 20,000
    San Francisco Jazz Organization
    201 Franklin St
    San Francisco,CA94102     		  PC Leaders Circle 3,000
    San Francisco Study Center Inc
    21 Orinda Way Suite C 321
    Orinda,CA94563     		  PC Terry's Kids- Girl Power 2,000
    Sandy Hook Promise Foundation
    PO Box 3489
    Newton,CT06470     		  PC General Support 10,000
    Sargasso Sea Project Inc
    1630 Conneticut Ave NW Suite 300
    Washington,DC20009     		  PC General Support 10,000
    Save Mount Diablo
    1901 Olympic Blvd 320
    Walnut Creek,CA94596     		  PC General Support 20,000
    Save the Manatee Club Inc
    533 Versailles Dr Suite 100
    Maitland,FL32751     		  PC General Support 10,000
    Save the Manatee Club Inc
    533 Versailles Dr Suite 100
    Maitland,FL32751     		  PC General Support 10,000
    Scripture Memory Mountain Mission
    480 Camp Nathaniel Rd
    Emmalena,KY41740     		  PC General Support 20,000
    Slow Burn Theatre Company
    201 SW 5 Ave
    Ft Lauderdale,FL33312     		  PC General Support 20,000
    SMART Recovery USA
    7304 Mentor Ave Ste F
    Mentor,OH44060     		  PC General Support 5,000
    Smithsonian Institute
    3001 Conneticut Ave MRC 5508
    Washington,DC20008     		  PC eDNA Support & Evaluate Mangrove & Seagrass Mgnt in Belize 50,000
    Smithsonian Institution
    3001 Conneticut Ave MRC 5508
    Washington,DC20008     		  PC Smithsonian's National Zoo & Conservation - Reef Recovery Initiative 50,000
    Soc of Colonial Wars in the State of IL
    47 W Division St 368
    Chicago,IL606102954     		  PC General Support 3,200
    Social Register Foundation
    14 Wall Street
    New York,NY10005     		  PC General Support 20,000
    Society Perservation Great American
    760 US Highway One
    North Palm Beach,FL33408     		  PC General Support 100,000
    Sogorea Te Land Trust
    2501 Harrison St
    Oakland,CA94612     		  PC General Support 20,000
    Solidaire Network
    PO Box 94684
    Washington,DC94684     		  PC General Support 20,000
    Solidaire Network
    PO Box 94684
    Washington,DC94684     		  PC General Support 20,000
    Sonoma Country Day School
    4400 Day School Pl
    Santa Rosa,CA95403     		  PC General Support 15,000
    Sonoma Family Meal
    PO Box 14522
    Santa Rosa,CA95402     		  PC Disaster Response 1,500
    Southampton Hospital Foundation
    240 Meeting House Lane
    Sothhampton,NY11968     		  PC General Support 5,500
    St George's Society of New York
    216 East 45th Street Suite 901
    New York,NY10017     		  PC General Support 10,000
    State Policy Network
    1655 North Fort Myer Drive Suite
    360
    Arlington,VA22209     		  PC General Support 20,000
    Step Denver
    2029 Larimer Street
    Denver,CO80205     		  PC General Support 20,000
    Stern Grove Festival Association
    832 Folsom Street
    San Francisco,CA94107     		  PC Big Picnic/General Support 5,000
    Stone Barns Restoration Corp
    630 Bedford Road
    Pocantico Hills,NY10591     		  PC Stone Barns Center for Food & Agriculture - General Support 5,000
    Summit County Rescue Group Inc
    524 Wellington Rd
    Breckenridge,CA80424     		  PC Friends of Summit County Rescue Group- General Support 15,000
    Susan B Anthony List Inc
    2800 S Shirlington Rd Ste 1200
    Arlington,VA22206     		  PC Susan B. Anthony Pro-Life America Education Fund 10,000
    Sweet Relief Musicians Fund
    2650 E Imperial Hwy
    Brea,CA92821     		  PC Covid-19 Musician Relief SF Bay Area 4,000
    Synergos Institute Inc
    3 East 54th Street 14th Floor
    New York,NY10022     		  PC General Support 50,000
    Synergos Institute Inc
    3 East 54th Street 14th Floor
    New York,NY10022     		  PC General Support 10,000
    Synergos Institute Inc
    3 East 54th Street 14th Floor
    New York,NY10022     		  PC General Support 15,000
    Tall Timbers Research Inc
    1309 Henry Beadel Dr
    Tallahassee,FL32312     		  PC General Support 10,000
    Texas A&M Foundation
    401 George Bush Drive
    College Station,TX77840     		  PC General Support Bush School of Gov & Public Service in DC 30,000
    The Bhutan Foundation
    1050 Conneticut Ave 66013
    NW Washingotn,DC20035     		  PC General Support 25,000
    The Bhutan Foundation
    1050 Conneticut Ave 66013
    NW Washingotn,DC20035     		  PC General Support 100,000
    The Buckley School in the City of NY
    113 E 73rd St
    New York,NY10021     		  PC General Support 1,000
    The Carter Center
    453 John Lewis Freedom Parkway
    Atlanta,GA30307     		  PC General Support 20,000
    The Carter Center
    453 John Lewis Freedom Parkway
    Atlanta,GA30307     		  PC Elimination of Trachoma in Amhara, Ethiopia 175,500
    The Heritage Foundation
    214 Massachusetts Ave NE
    NE Washington,DC200024999     		  PC General Support 22,000
    The Institute of World Politics
    1251 16TH ST NW
    Washington,DC20036     		  PC General Support 25,000
    The Manhattan Institute
    52 Vanderbilt Ave
    New York,NY10017     		  PC General Support 37,000
    The Pink House Fund
    2918 Hillrise Dr
    Las Cruces,NM880114702     		  PC Abortion Funds 20,000
    The Praxis Group
    2135 Charlotte St Unit 2
    Bozeman,MT59718     		  PC General Grant for the Drawdown Bay Area 20,000
    The Salvation Army
    351 Mission Ave
    San Rafael,CA94901     		  PC Emergency Disaster Service- Santa Rosa EDS Sprinter 15,000
    The Salvation Army
    351 Mission Ave
    San Rafael,CA94901     		  PC General Support 15,000
    The San Francisco Zoo
    Sloat Blvd 45th Ave
    San Francisco,CA94116     		  PC General Support 11,000
    The Surfrider Foundation
    PO Box 6010
    San Clemente,CA92674     		  PC General Support 20,000
    The Tank Center for Sonic Arts
    233 County Rd 46
    Rangely,CO81648     		  PC General Support 20,000
    The Teaching Well Inc
    360 Grand Avenue
    Oakland,CA94610     		  PC General Support 25,000
    The Tibet Fund
    241 East 32nd Street
    New York,NY10016     		  PC General Support 10,000
    The Trauma Research Foundation
    84 St Paul St
    Brookline,MA02446     		  PC Psychodrama 9,984
    The Voices And Faces Project
    47 W Polk Street 170
    Chicago,IL60605     		  PC Doing work of witness: Center for Story & Witness 68,000
    The Voices And Faces Project
    47 W Pold St
    Chicago,IL60605     		  PC WPSO 20,000
    Three Generations Inc
    458 Westminister Rd
    Rockville Centre,NY11570     		  PC General Support 20,000
    Tibet House Inc
    22 W 15th St
    New York,NY10011     		  PC General Support 10,000
    Tides Foundation
    55 Exchange Pl Ste 402
    New York,NY10005     		  PC Movement Voter Fund 20,000
    Together We Bake
    Downtown Baptist Church 212 S
    Washington St
    Alexandria,VA22314     		  PC General Support 9,523
    Trips for Kids
    PO Box 5007
    Mill Valley,CA94941     		  PC National Expansion 5,000
    Trustees of Princeton University
    65 Olden St
    Princeton,NJ08540     		  PC Class of 1977- support for class community gathering 5,000
    Trustees of Princeton University
    65 Olden St
    Princeton,NJ08540     		  PC James Madison Program- General Support 5,000
    Trustees of Princeton University
    83 Prospect Ave Princeton Universit
    Princeton,NJ08540     		  PC James Madison Program general support 27,000
    Union of Concerned Scientists
    2 Brattle Sq
    Cambridge,MA02138     		  PC General Support 10,000
    University of Rochester
    601 Elmwood Ave
    Rochester,NY14642     		  PC R.W. Kaeuper Collection of Medieval Manuscripts 50,000
    University of Virginia Darden School Fnd
    100 Darden Blvd
    Charlottesville,VA22903     		  PC General Support 15,000
    UPSTREAM
    PO Box 1352
    Damariscotta,ME04543     		  PC General Support 20,000
    Victim Rights Law Center Inc
    115 Broad Street 3rd FL
    Boston,MA02110     		  PC General Support 25,000
    Virginia Federation of Humane Society
    PO Box 545
    Edinburg,VA22824     		  PC Transferring of dogs to other shelters 20,000
    Virginia Institute for Public Policy
    490 Court Street Suite 2
    Abingdon,VA24210     		  PC General Support 30,000
    Virginia Institute for Public Policy
    7326 Early Marker
    Gainesville,VA20155     		  PC General Support 20,000
    Warrior Canine Connection Inc
    14934 Schaeffer Road
    Boyd,MD20841     		  PC General Support 20,000
    Washington Drama Society Inc
    1101 6th St SW
    Washington,DC20024     		  PC General Support 15,000
    Washington Drama Society Inc
    1101 6th St SW
    Washington,DC20024     		  PC The Arena Stage- General Support 5,000
    Washington Int'l Horse Show Assoc
    1320 Cape St Claire Rd 615
    Annapolis,MA21409     		  PC General Support 10,500
    Weil Arts Exchange LTD
    155 Wythe Av Suite 3
    Brooklyn,NY11249     		  PC General Support 30,000
    Whale Sanctuary Project
    4100 Kanab Canyon Rd
    Kanab,UT84741     		  PC General Support 47,000
    Whale Sanctuary Project
    4100 Kanab Canyon Rd
    Kanab,UT84741     		  PC General Support 10,000
    Whale Sanctuary Project
    4100 Kanab Canyon Rd
    Kanab,UT84741     		  PC General Support 8,094
    Wild Earth Allies
    2 Wisconsin Circle Suite 900
    Chevy Chase,MD20815     		  PC General Support 50,000
    Wine Empowered Inc
    PO Box 20232
    New York,NY10001     		  PC General Support 1,500
    Witness
    80 Hanson Place 5th F
    Booklyn,NY11217     		  PC General Support 30,000
    Women Moving Millions Inc
    19 Fulton St 301
    New York,NY10038     		  PC General Support 10,000
    World Central Kitchen
    1250 24th Street NW
    Washington,DC20037     		  PC US Domestic Covid-19 Relief 2,500
    Yellowhammer Fund
    PO Box 1565
    Tuscaloosa,AL35403     		  PC General Support 20,000
    Total .................................bullet 3a 8,398,214
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 300,535  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		525990 338,196 18 15,962,981  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSUBJECT TO UBIT     		525990 -204,098 01 204,098  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 134,098 21,627,082 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    21,761,180
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PKF O'CONNOR DAVIES 40,320 0   38,420
    OWEN J FLANAGAN & CO 53,600 0   26,000

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADR CSL LTD SPONSORED ADR 267,276 267,276
    BROOKFIELD ASSET BROOKFIELD CORP 2H12A44 12-12-2022 203,991 203,991
    CANADIAN PAC RY LTD NAME CHANGE CANADIAN PAC 2K13AU4 04-14-2023 461,466 461,466
    DESCARTES SYS GROUP INC COM 276,280 276,280
    FIRSTSERVICE CORP COM NPV 201,266 201,266
    GILDAN ACTIVEWEAR INC COM 141,975 141,975
    OPEN TEXT CORP COM 115,800 115,800
    ADR LI NING CO LTD ADR 102,979 102,979
    ADR SHENZHOU INTL GROUP HLDGS LTD ADR 76,923 76,923
    ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD 150,881 150,881
    ADR NOVO-NORDISK A S ADR 342,519 342,519
    ADR LVMH MOET HENNESSY LOUIS VUITTON ADR 314,919 314,919
    ADR PERNOD RICARD S A SPONSORED ADR 191,395 191,395
    ADR SCHNEIDER ELECTRIC SE 181,456 181,456
    ADR AIA GROUP LTD SPONSORED ADR 307,790 307,790
    ADR WNS HLDGS LTD SPONSORED ADR 124,213 124,213
    ICON PLC COM 270,052 270,052
    FERRARI N V FERRARI N V COMMON S TOCK 301,058 301,058
    STEVANATO GROUP S.P.A. COM NPV 76,201 76,201
    ADR LASERTEC CORP ADR 224,876 224,876
    ADR ADYEN N V ADR 259,723 259,723
    ADR ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. COM STK 156,317 156,317
    ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) 380,298 380,298
    AERCAP HOLDINGS N.V. EUR0.01 205,628 205,628
    ADR AMADEUS IT GROUP S A ADS 200,325 200,325
    ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A 148,759 148,759
    ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD 253,134 253,134
    ADR LONZA GROUP AG ADR 145,866 145,866
    ADR NESTLE S A SPONSORED ADR REPSTG REG SH 273,406 273,406
    ALCON AG COM USD0.04 WI 259,710 259,710
    SIKA AG ADR 213,068 213,068
    ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM 264,645 264,645
    ADR ENDAVA PLC ADS 51,996 51,996
    ADR LONDON STK EXCHANGE GROUP ADR 169,650 169,650
    ADR UNILEVER PLC SPONSORED ADR NEW 161,560 161,560
    EXPERIAN PLC 337,397 337,397
    SPINCO INC CASH & STK MRGR RITCHIE BROS AUCTIONEERS 2763789 3-20-23 149,065 149,065
    COMPUTER SVCS INC CASH MERGER 11-15-2022 67,856 67,856
    EVOQUA WATER TECH STOCK MERGER XYLEM INC 2D13AV1 05-24-2023 116,169 116,169
    AAON INC COM PAR $0.004 COM PAR $0.004 245,062 245,062
    ACCENTURE PLC SHS CL A NEW 325,633 325,633
    ACTIVISION BLIZZARD INC COM STK 120,120 120,120
    ALLSTATE CORP COM 116,150 116,150
    ALPHABET INC CAPITAL STOCK USD0.001 CL A 89,784 89,784
    ALTAIR ENGR INC CL A COM 154,507 154,507
    AMETEK INC NEW COM 127,067 127,067
    ANSYS INC COM 232,881 232,881
    AON PLC 343,418 343,418
    ARCH CAPITAL GROUP COM STK 166,750 166,750
    ARROW ELECTR INC COM 228,848 228,848
    ATLASSIAN CORP CL A 79,065 79,065
    ATLASSIAN CORP CL A 222,800 222,800
    ATMOS ENERGY CORP COM 101,223 101,223
    AXON ENTERPRISE INC COM 181,800 181,800
    AZENTA INC COM USD0.01 97,236 97,236
    AZENTA INC COM USD0.01 155,933 155,933
    BALCHEM CORP COM 192,225 192,225
    BECTON DICKINSON & CO COM 106,187 106,187
    BERKSHIRE HATHAWAY INC-CL B 166,726 166,726
    BIO-TECHNE CORP COM 192,273 192,273
    BLACKLINE INC COM 121,800 121,800
    BLACKLINE INC COM 137,648 137,648
    CABLE ONE INC COM 171,886 171,886
    CARMAX INC COM 136,921 136,921
    CARMAX INC COM 139,882 139,882
    CASELLA WASTE SYS INC CL A COM STK 302,697 302,697
    CBRE GROUP INC CL A CL A 93,641 93,641
    CBRE GROUP INC CL A CL A 237,152 237,152
    CHEWY INC CLASS A 69,094 69,094
    CHUBB LTD ORD CHF24.15 133,232 133,232
    CLEARWATER ANALYTICS HLDGS INC CL A CL A 76,156 76,156
    CONSTRUCTION PARTNERS INC CL A CL A 206,303 206,303
    COSTAR GROUP INC COM 235,669 235,669
    CROWDSTRIKE HLDGS INC CL A CL A 108,971 108,971
    DEFINITIVE HEALTHCARE CORP CL A COM CL ACOM 71,799 71,799
    DENTSPLY SIRONA INC COM 127,287 127,287
    DOUGLAS DYNAMICS INC COM 124,766 124,766
    ECOLAB INC COM STK USD1 289,323 289,323
    EOG RESOURCES INC COM 119,455 119,455
    EPAM SYS INC COM STK 274,750 274,750
    ESAB CORPORATION COM USD0.001 WI 38,419 38,419
    ESCO TECHNOLOGIES INC 130,978 130,978
    EXPONENT INC COM STK 285,780 285,780
    FASTENAL CO COM 208,737 208,737
    FERGUSON PLC ORD GBP0.10 163,234 163,234
    FIDELITY NATL FINL INC NEW FORMERLY FIDELITY COMMON STOCK 169,334 169,334
    FLOOR & DECOR HLDGS INC CL A CL A 114,824 114,824
    FOX FACTORY HLDG CORP COM 217,429 217,429
    GENERAL MILLS INC COM 62,817 62,817
    GLOBE LIFE INC COM 140,934 140,934
    GOOSEHEAD INS INC COM CL A COM CL A 81,277 81,277
    GUIDEWIRE SOFTWARE INC COM USD0.0001 130,346 130,346
    HANESBRANDS INC COM STK 82,522 82,522
    HASBRO INC COM 133,110 133,110
    HCA HEALTHCARE INC COM 173,976 173,976
    HEICO CORP NEW CL A CL A 292,917 292,917
    HELIOS TECHNOLOGIES INC 131,804 131,804
    HILLMAN SOLUTIONS CORP COM USD0.0001 CL A 80,834 80,834
    IDEXX LABS INC COM 120,133 120,133
    ILLUMINA INC COM 222,413 222,413
    INGREDION INC COM 71,296 71,296
    INTUITIVE SURGICAL INC COM NEW STK 240,801 240,801
    JOHN BEAN TECHNOLOGIES CORP COM STK 110,352 110,352
    JOHNSON & JOHNSON COM USD1 212,243 212,243
    JPMORGAN CHASE & CO COM 172,456 172,456
    KRAFT HEINZ CO COM 114,256 114,256
    LAB CORP AMER HLDGS COM NEW 135,335 135,335
    LEMAITRE VASCULAR INC COM STK 118,265 118,265
    LULULEMON ATHLETICA INC COM 304,033 304,033
    MARKEL GROUP INC 186,946 186,946
    MEDTRONIC PLC COMMON STOCK STOCK 172,497 172,497
    MERCURY SYSTEMS INC 165,770 165,770
    MERIT MED SYS INC COM 178,802 178,802
    MESA LABS INC COM 100,480 100,480
    METTLER-TOLEDO INTL INC COM 196,064 196,064
    MODEL N INC COM USD0.00015 274,550 274,550
    MOODYS CORP COM 180,906 180,906
    NATIONAL RESH CORP COM NEW CL A 43,785 43,785
    NEOGEN CORP COM 78,936 78,936
    NOVANTA INC NOVANTA INC 263,004 263,004
    OKTA INC CL A CL A 36,927 36,927
    OLD DOMINION FREIGHT LINE INC COM 192,220 192,220
    OMEGA FLEX INC COM 81,656 81,656
    OMNICELL INC COM 159,279 159,279
    OMNICOM GROUP INC COM 178,238 178,238
    PACCAR INC COM 87,147 87,147
    PAYCOR HCM INC COM 183,429 183,429
    PHILIP MORRIS INTL COM STK NPV 110,220 110,220
    PNC FINANCIAL SERVICES GROUP COM STK 71,205 71,205
    PROGRESSIVE CORP OH COM 171,928 171,928
    PROS HLDGS INC COM 135,978 135,978
    PROS HLDGS INC COM 69,286 69,286
    Q2 HLDGS INC COM 91,258 91,258
    RBC BEARINGS INC COM 219,303 219,303
    REPLIGEN CORP COM STK USD0.01 146,904 146,904
    RESMED INC COM 299,745 299,745
    SBA COMMUNICATIONS CORP COM USD0.01 CL A 125,773 125,773
    SCHWAB CHARLES CORP COM NEW 179,258 179,258
    SHUTTERSTOCK INC COM 80,548 80,548
    SIMPSON MFG INC COM 156,001 156,001
    SIMULATIONS PLUS INC COM 134,875 134,875
    SITEONE LANDSCAPE SUPPLY INC COM 162,218 162,218
    SITEONE LANDSCAPE SUPPLY INC COM 107,759 107,759
    SPROUT SOCIAL INC COM CL A COM CL A 89,107 89,107
    SPS COMM INC COM 280,242 280,242
    STANLEY BLACK & DECKER INC COM 121,659 121,659
    STATE STR CORP COM 210,160 210,160
    STERIS PLC ORD USD0.001 232,983 232,983
    SYNCHRONY FINL COM 81,788 81,788
    TE CONNECTIVITY LTD 172,344 172,344
    TELEFLEX INC COM 178,299 178,299
    TRANSCAT INC COM 88,553 88,553
    TRANSDIGM GROUP INC COM 252,183 252,183
    TREX CO INC COM 104,596 104,596
    TYLER TECHNOLOGIES INC COM STK 85,359 85,359
    US BANCORP 135,840 135,840
    UTZ BRANDS INC COM USD0.0001 CL A 92,737 92,737
    VEEVA SYS INC CL A COM CL A COM 236,460 236,460
    VERICEL CORP COM 99,456 99,456
    VERISK ANALYTICS INC COM USD0.001 121,399 121,399
    VERIZON COMMUNICATIONS COM 136,401 136,401
    VERTEX INC CL A CL A 115,328 115,328
    VULCAN MATERIALS CO COM 224,269 224,269
    WARNER MUSIC GROUP CORP CL A CL A 99,917 99,917
    WASTE CONNECTIONS INC COM 243,506 243,506
    WASTE CONNECTIONS INC COM 178,078 178,078
    WAYFAIR INC CL A CL A 54,453 54,453
    WD 40 CO COM STK 72,072 72,072
    WHIRLPOOL CORP COM 96,768 96,768
    WILLIAMS CO INC COM 163,650 163,650
    WILLSCOT MOBILE MINI HLDGS CORP COM 193,979 193,979
    WOODWARD INC COM 78,679 78,679
    WORKIVA INC COM CL A COM CL A 101,153 101,153
    WORKIVA INC COM CL A COM CL A 94,539 94,539

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    US Government Securities - End of Year Book Value:

    14,461,289
    US Government Securities - End of Year Fair Market Value:

    14,461,289
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LEGACY DISTRESSED OPPORTUNITIES FUND FMV 29,722 29,722
    OCM OPPORTUNITIES FUND VIIb FMV 1,228 1,228
    ACCOLADE III PARTNERS FMV 5,871,448 5,871,448
    OCM OPPORTUNITIES FUND VIII FMV 10,433 10,433
    OCM MEZZANINE FUND III FMV 33,892 33,892
    OCM OPPORTUNITIES FUND VIIIb FMV 590,596 590,596
    ACCOLADE IV PARTNERS FMV 7,881,808 7,881,808
    OCM OPPORTUNITIES FUND X FMV 1,999,513 1,999,513
    ACCOLADE V PARTNERS FMV 13,029,126 13,029,126
    OCM MEZZANINE FUND IV FMV 815,565 815,565
    KNIGHTHEAD FMV 434,237 434,237
    VAN ECK EMERGING MARKETS FMV 5,155,223 5,155,223
    DEERPATH CAPITAL IV FMV 10,069,260 10,069,260
    MS INSTITUTIONAL FUND FMV 4,561,680 4,561,680
    ACCOLADE VI PARTNERS FMV 8,245,983 8,245,983
    OCM OPPORTUNITIES FUND Xb FMV 6,766,737 6,766,737
    CAMDEN VI PARTNERS FMV 7,509,384 7,509,384
    ACCOLADE VII PARTNERS FMV 9,300,066 9,300,066
    ACCOLADE GROWTH I FMV 9,178,412 9,178,412
    DEERPATH V FMV 7,011,711 7,011,711
    NORTH HAVEN FMV 4,860,365 4,860,365
    OCM MEZZANINE FUND V FMV 4,193,700 4,193,700
    OCM OPPORTUNITIES FUND XI FMV 3,547,438 3,547,438
    OCM REAL ESTATE DEBT FUND III FMV 1,619,670 1,619,670
    WARATAH TRUST FMV 7,028,945 7,028,945
    MFC FLEXSHARES FMV 6,671,431 6,671,431
    ACCOLADE VIII PARTNERS FMV 2,756,665 2,756,665
    ACCOLADE GROWTH II FMV 1,780,630 1,780,630
    BRIDGE WORKFORCE FMV 5,344,568 5,344,568
    IPI PARTNERS II-A FMV 2,678,331 2,678,331
    OCM REAL ESTATE INCOME FUND FMV 10,733,166 10,733,166
    OCM LIFE SCIENCES FMV 4,119,839 4,119,839
    DEERPATH CAPITAL VI FMV 1,047,014 1,047,014
    MFO GMO TRUST CLIMATE FMV 7,732,232 7,732,232

    TY 2021 LegalFeesSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CARL BACHMAN 91,454 47,630   62,651
    WILLIAMS & CONNOLLY 9,829 0   12,937
    BOND, SCHOENECK 2,440 0   2,440


    TY 2021 OtherAssetsSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 49,748 138,552 138,552
    PENDING TRADES -5,002 121,554 121,554
    DISABILITY WITHHELD 0 62 62


    TY 2021 OtherDecreasesSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Description Amount
    CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAX) 37,255,687


    TY 2021 OtherExpensesSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL OFFICE 20,408 1,020   21,951
    POSTAGE 9,716 486   9,230
    INSURANCE 22,024 1,101   25,735
    MEMBER REIMBURSEMENT 40,805 0   90,805
    BANK & CUSTODY FEES 370,908 370,908   0
    DUES & SUBSCRIPTIONS 25,007 25,007   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ACCOLADE PARTNERS GROWTH I -46,628 -46,628 -46,628
    ACCOLADE PARTNERS GROWTH II 429 429 429
    OCM REAL ESTATE INCOME 1 1 1
    COMMISSION RECAPTURE 0 0 0
    IPI PARTNERS FUND II 3,762 3,762 3,762
    ACCOLADE V LIMITED PARTNERS 317,734 317,734 317,734
    DEERPATH II CAPITAL 7,219 7,219 7,219
    ACCOLADE III PARTNERS 18,100 18,100 18,100
    LEGACY DISTRESSED FUND -2,087 -2,087 -2,087
    PRP LLC PRIVATE PLACEMENT LOAN 680,196 680,196 680,196
    OCM OPPORTUNITIES VIII 7 7 7
    OCM OPPORTUNITIES VIIIB 66,141 66,141 66,141
    OCM LIFE SCIENCES 233,200 233,200 233,200
    ACCOLADE IV LIMITED PARTNERS 332,774 332,774 332,774
    ACCOLADE VIII LIMITED PARTNERS 3,544 3,544 3,544
    OCM MEZZANINE FUND IV 206,268 206,268 206,268
    OCM OPPORTUNITIES X 139,874 139,874 139,874
    KNIGHTHEAD 45,021 45,021 45,021
    DEERPATH IV CAPITAL 1,185,570 1,185,570 1,185,570
    ACCOLADE VI LIMITED PARTNERS 19,932 19,932 19,932
    OAKTREE OPPORTUNITY FUND XB 444,496 444,496 444,496
    WARATAH 347,833 347,833 347,833
    SUBJECT TO UBIT   204,098  
    OCM MEZZANINE FUND III -2,533 -2,533 -2,533
    PERSEUS REALTY PARTNERS GP -147,874 -147,874 -147,874
    OCM OPPORTUNITIES XI 211,985 211,985 211,985
    ACCOLADE VII PARTNERS 940 940 940
    CAMDEN VI PARTNERS 132,019 132,019 132,019
    OCM MEZZANINE FUND V 373,386 373,386 373,386
    OCM REAL ESTATE DEBT III 57,743 57,743 57,743
    OCM MEZZANINE FUND VIIB 334 334 334
    PERSEUS M STREET -163,125 -163,125 -163,125
    DEERPATH V 399,913 399,913 399,913


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX PAYABLE 1,065,206 545,124
    FEDERAL EXCISE AND UNRELATED BUSINESS INCOME TAX PAYABLE 87,728 41,052


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDES PHILANTHROPIC MANAGEMENT 290,014 101,505   188,509
    RICHARD JOHNSTON 75,000 75,000   0
    ACCOLADE PARTNERS 1,016,077 1,016,077   0
    CAMDEN PARTNERS 195,784 195,784   0
    DF DENT & COMPANY 83,958 83,958   0
    DEERPATH CAPITAL MANAGEMENT 271,127 271,127   0
    LEGACY CAPITAL MANAGEMENT 6,462 6,462   0
    OAKTREE CAPITAL MANAGEMENT 556,370 556,370   0
    PROGRESSIVE CONSULTING 21,414 0   21,414
    COOKE & BEILER 41,489 41,489   0
    DCF MANAGEMENT FEES 118,303 41,406   56,596
    BRIDGE WORKFORCE 168,123 168,123   0
    CONESTOGA 81,995 81,995   0
    WCM INVESTMENT MANAGEMENT 77,853 77,853   0
    KNIGHTHEAD SPECIAL SITUATIONS REAL ESTATE FUND 14,693 14,693   0
    IPI PARTNERS II-A 280,544 280,544   0
    NORTH HAVEN 18,536 18,536   0
    LOOP DESIGN 14,620 0   14,620
    PRACTICAL COMPUTER APPLICATIONS 28,735 0   24,500


    TY 2021 TaxesSchedule
    Name:
    THE WILLIAM H DONNER FOUNDATION
    EIN:
    23-1611346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 312,630 0   0