Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
FOUNDATION FOR WORLD EDUCATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O MATTHEW A NEEDHAM PO BOX 1946
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOWELL, MA01853
A Employer identification number

13-6169404
B Telephone number (see instructions)

(408) 780-8569
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,903,625J 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) 203,176
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,340 3,340 3,340
4 Dividends and interest from securities... 28,584 28,584 28,584
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 117,721
b Gross sales price for all assets on line 6a 908,009
7 Capital gain net income (from Part IV, line 2)... 117,721
8 Net short-term capital gain......... 4,154
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
673   673
12 Total. Add lines 1 through 11........ 353,494 149,645 36,751
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,050 4,025   4,025
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,920 14,426   4,494
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,970 18,451   8,519
25 Contributions, gifts, grants paid....... 67,846 18,337
26 Total expenses and disbursements. Add lines 24 and 25 94,816 18,451   26,856
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 258,678
b Net investment income (if negative, enter -0-) 131,194
c Adjusted net income (if negative, enter -0-)... 36,751
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 108,225 391,489 391,489
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,954,448 Click to see attachment
List of Attached Documents:
// Content
2,250,566 		2,250,566
c Investments—corporate bonds (attach schedule)....... 273,505 Click to see attachment
List of Attached Documents:
// Content
116,059 		116,059
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
145,511 		145,511
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,336,178 2,903,625 2,903,625
Liabilities 17 Accounts payable and accrued expenses.......... 1,231  
18 Grants payable.................   49,509
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,231 49,509
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,569,593 2,003,659
25 Net assets with donor restrictions............ 765,354 850,457
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,334,947 2,854,116
30 Total liabilities and net assets/fund balances (see instructions). 2,336,178 2,903,625
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
2,334,947
2
Enter amount from Part I, line 27a .....................
2
258,678
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
260,491
4
Add lines 1, 2, and 3 ..........................
4
2,854,116
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,854,116
Form 990-PF (2023)
Form 990-PF (2023)
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 CREDIT SUISSE FLOATING RATE HIGH INC P 2022-07-29 2023-10-09
b CREDIT SUISSE FLOATING RATE HIGH INC P 2022-11-30 2023-10-09
c ARIEL APPREC INVESTOR CL P 2016-11-17 2023-10-09
d MATTHEWS ASIA INDIA INVESTOR CL P 2018-12-12 2023-10-09
e IMPAX SMALL CAP INSTL CL P 2016-12-22 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-07-03 2023-10-09
ARIEL APPREC INVESTOR CL P 2007-11-15 2023-10-09
GABELLI SRI CL AAA P 2020-11-25 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2014-12-12 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-05-31 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2020-12-17 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-11-22 2023-05-25
GABELLI SRI CL AAA P 2019-11-26 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2015-12-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2014-12-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-12-28 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-12-22 2023-05-25
GABELLI SRI CL AAA P 2021-11-26 2023-05-25
GABELLI SRI CL AAA P 2022-11-28 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2018-12-27 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-06-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2023-03-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-09-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-08-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2023-03-31 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-12-28 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2020-12-17 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2020-06-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-11-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-12-27 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-09-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2021-12-22 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2016-12-22 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-10-06
BROWN ADVISORY SUSTAINABLE GROWTH IN P 2021-12-14 2023-05-25
ARIEL APPREC INVESTOR CL P 2009-12-29 2023-10-09
ARIEL APPREC INVESTOR CL P 2022-11-22 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-03-31 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-01-29 2023-10-09
IMPAX SMALL CAP INSTL CL P 2016-12-22 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-06-01 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-03-31 2023-10-09
PARNASSUS CORE EQUITY INVESTOR CL P 2020-11-19 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-12-27 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-04-29 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-01-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-04-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-09-30 2023-05-25
EVENTIDE GILEAD INSTL CL P 2015-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2014-12-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-12-28 2023-05-25
NUVEEN ESG SMALL CAP ETF P 2023-05-25 2023-12-26
PARNASSUS MID CAP INVESTOR CL P 2021-11-18 2023-05-25
GABELLI SRI CL AAA P 2022-11-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-07-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-12-27 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-03-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-09-30 2023-05-25
EVENTIDE GILEAD INSTL CL P 2015-04-09 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-09-30 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2016-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-06-30 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-12-26
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-07-31 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2016-11-22 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2019-12-27 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2018-12-20 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-09-29 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-12-26
BROWN ADVISORY SUSTAINABLE GROWTH IN P 2021-12-14 2023-05-25
ARIEL APPREC INVESTOR CL P 2006-11-30 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2020-12-16 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-11-30 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-12-31 2023-10-09
IMPAX SMALL CAP INSTL CL P 2016-12-22 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-01-31 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-06-30 2023-10-09
PARNASSUS MID CAP INVESTOR CL P 2020-11-19 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2017-12-27 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-03-31 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2020-06-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-03-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-09-30 2023-05-25
EVENTIDE GILEAD INSTL CL P 2015-12-22 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2014-12-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2016-12-22 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2021-11-18 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-11-17 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-05-31 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2019-12-27 2023-05-25
EVENTIDE GILEAD INSTL CL P 2022-12-15 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-07-29 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-03-31 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2016-08-29 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2022-12-22 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-11-22 2023-05-25
ISHARES ESG AWARE MSCI EAFE ETF P 2023-05-25 2023-12-26
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-07-31 2023-12-26
PARNASSUS CORE EQUITY INVESTOR CL P 2020-11-19 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2018-11-20 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-12-21 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2021-11-18 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-10-06
SPDR MSCI USA GENDER DIVERSITY INDEX P 2023-05-25 2023-12-26
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-05-02 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2020-12-16 2023-10-09
ARIEL APPREC INVESTOR CL P 2020-11-19 2023-10-09
ARIEL APPREC INVESTOR CL P 2010-12-29 2023-10-09
ARIEL APPREC INVESTOR CL P 2011-11-21 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-10-30 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-05-29 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-08-30 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2017-12-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-03-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-06-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-03-31 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2016-06-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2015-12-22 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2014-12-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2016-12-22 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-12-26
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-12-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2022-11-17 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2013-03-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-11-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2013-06-28 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-06-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2015-03-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-08-29 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-11-22 2023-05-25
NUVEEN ESG MID CAP VALUE ETF P 2023-05-25 2023-10-06
NUVEEN ESG LARGE CAP VALUE ETF P 2023-07-31 2023-10-06
PARNASSUS MID CAP INVESTOR CL P 2020-11-19 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-11-20 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2022-12-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-11-18 2023-05-25
NUVEEN ESG MID CAP VALUE ETF P 2023-05-25 2023-10-06
NUVEEN ESG MID CAP VALUE ETF P 2023-05-25 2023-10-06
MATTHEWS ASIA INDIA INVESTOR CL P 2019-12-17 2023-10-09
ARIEL APPREC INVESTOR CL P 2019-11-21 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-06-30 2023-10-09
ARIEL APPREC INVESTOR CL P 2018-12-27 2023-10-09
ARIEL APPREC INVESTOR CL P 2008-12-29 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-03-31 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-04-30 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-07-31 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2017-12-21 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-01-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-06-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-08-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2016-06-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2015-12-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-08-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2016-12-22 2023-05-25
ISHARES ESG AWARE MSCI EAFE ETF P 2023-05-25 2023-12-26
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2022-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-03-29 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2013-01-10 2023-05-25
GABELLI SRI CL AAA P 2018-11-28 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2013-06-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-06-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2014-06-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2016-08-29 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
NUVEEN ESG MID CAP GROWTH ETF P 2023-05-25 2023-12-26
NUVEEN ESG MID CAP VALUE ETF P 2023-07-31 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2019-03-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-06-29 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-11-17 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-09-30 2023-05-25
NUVEEN ESG LARGE CAP VALUE ETF P 2023-05-25 2023-10-06
NUVEEN ESG LARGE CAP VALUE ETF P 2023-05-25 2023-10-06
ARIEL APPREC INVESTOR CL P 2019-12-17 2023-10-09
ARIEL APPREC INVESTOR CL P 2019-11-21 2023-10-09
IMPAX SMALL CAP INSTL CL P 2022-06-22 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-10-02 2023-10-09
ARIEL APPREC INVESTOR CL P 2008-11-24 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2022-12-14 2023-10-09
IMPAX SMALL CAP INSTL CL P 2016-06-22 2023-12-11
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2019-06-20 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2017-12-21 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-12-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2017-06-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-04-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2016-06-22 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2015-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2013-12-27 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2016-12-22 2023-05-25
SPDR MSCI USA GENDER DIVERSITY INDEX P 2023-05-25 2023-12-26
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2022-12-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-03-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2013-01-10 2023-05-25
GABELLI SRI CL AAA P 2018-11-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-02-28 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2015-06-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-03-29 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-08-29 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
NUVEEN ESG LARGE CAP VALUE ETF P 2023-05-25 2023-10-06
NUVEEN ESG HIGH YIELD CORPORATE BOND P 2023-07-31 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2023-03-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-09-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-06-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2022-11-17 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-12-27 2023-05-25
NUVEEN ESG HIGH YIELD CORPORATE BOND P 2023-05-25 2023-10-06
NUVEEN ESG HIGH YIELD CORPORATE BOND P 2023-05-25 2023-10-06
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-12-30 2023-10-09
IMPAX SMALL CAP INSTL CL P 2017-06-22 2023-12-11
ARIEL APPREC INVESTOR CL P 2012-12-27 2023-10-09
IMPAX SMALL CAP INSTL CL P 2017-12-21 2023-12-11
ARIEL APPREC INVESTOR CL P 2008-11-24 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2022-12-14 2023-10-09
IMPAX SMALL CAP INSTL CL P 2016-06-22 2023-12-11
IMPAX SMALL CAP INSTL CL P 2019-06-20 2023-05-25
IMPAX SMALL CAP INSTL CL P 2017-12-21 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-03-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2017-06-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-06-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-05-31 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2015-12-22 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2013-12-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-08-31 2023-05-25
NUVEEN ESG MID CAP VALUE ETF P 2023-05-25 2023-10-06
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-06-30 2023-05-25
GABELLI SRI CL AAA P 2013-01-10 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2018-11-20 2023-05-25
EVENTIDE GILEAD INSTL CL P 2021-12-16 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2015-06-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-03-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-03-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-12-21 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2021-12-22 2023-05-25
NUVEEN ESG HIGH YIELD CORPORATE BOND P 2023-05-25 2023-10-06
ISHARES MSCI KLD 400 SOCIAL ETF P 2023-07-31 2023-12-26
IMPAX SMALL CAP INSTL CL P 2019-06-20 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2018-03-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-06-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2018-12-27 2023-05-25
EVENTIDE GILEAD INSTL CL P 2022-12-15 2023-05-25
ISHARES MSCI KLD 400 SOCIAL ETF P 2023-05-25 2023-12-26
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-12-11
IMPAX SMALL CAP INSTL CL P 2017-06-22 2023-12-11
ARIEL APPREC INVESTOR CL P 2012-11-16 2023-10-09
IMPAX SMALL CAP INSTL CL P 2017-12-21 2023-12-11
MATTHEWS ASIA INDIA INVESTOR CL P 2015-12-10 2023-10-09
IMPAX SMALL CAP INSTL CL P 2015-06-22 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-02-29 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-11-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2017-12-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-03-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2017-06-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-06-28 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-11-21 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2013-12-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-01-31 2023-05-25
NUVEEN ESG LARGE CAP VALUE ETF P 2023-05-25 2023-10-06
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-06-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2013-01-10 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-11-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-07-29 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-04-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-02-28 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-12-27 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2022-12-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-12-22 2023-05-25
ISHARES MSCI KLD 400 SOCIAL ETF P 2023-05-25 2023-12-26
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-12-26
PARNASSUS CORE EQUITY INVESTOR CL P 2022-06-30 2023-05-25
NUVEEN ESG LARGE CAP GROWTH ETF P 2023-05-25 2023-12-26
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2020-06-22 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2021-06-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-11-21 2023-05-25
JOHN HANCOCK ESG INTL EQUITY CL I P 2021-12-17 2023-05-25
BROWN ADVISORY SUSTAINABLE GROWTH IN P 2021-02-16 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-12-11
IMPAX SMALL CAP INSTL CL P 2017-06-22 2023-12-11
ARIEL APPREC INVESTOR CL P 2012-11-16 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-09-01 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2015-12-10 2023-10-09
IMPAX SMALL CAP INSTL CL P 2015-06-22 2023-12-11
ARIEL APPREC INVESTOR CL P 2015-12-30 2023-10-09
PARNASSUS CORE EQUITY INVESTOR CL P 2015-11-24 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-08-31 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2020-12-22 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2017-06-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-02-26 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2019-11-21 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2014-11-25 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
NUVEEN ESG HIGH YIELD CORPORATE BOND P 2023-05-25 2023-10-06
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2021-06-22 2023-05-25
GABELLI SRI CL AAA P 2017-11-28 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-06-29 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-02-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-09-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-11-19 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2017-12-27 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-11-17 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2021-11-18 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-06-30 2023-05-25
NUVEEN ESG HIGH YIELD CORPORATE BOND P 2023-05-25 2023-10-06
IMPAX SMALL CAP INSTL CL P 2022-06-22 2023-05-25
ISHARES ESG AWARE MSCI EAFE ETF P 2023-05-25 2023-12-26
PARNASSUS CORE EQUITY INVESTOR CL P 2019-06-28 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-06-22 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2017-11-21 2023-05-25
JOHN HANCOCK ESG INTL EQUITY CL I P 2021-12-17 2023-05-25
EVENTIDE GILEAD INSTL CL P 2021-02-16 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-12-11
MATTHEWS ASIA INDIA INVESTOR CL P 2016-12-07 2023-10-09
IMPAX SMALL CAP INSTL CL P 2019-06-20 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-02-28 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2015-12-10 2023-10-09
IMPAX SMALL CAP INSTL CL P 2015-06-22 2023-12-11
IMPAX SMALL CAP INSTL CL P 2015-12-22 2023-12-11
GABELLI SRI CL AAA P 2015-11-24 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-03-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-09-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-10-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-10-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-04-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
ISHARES MSCI KLD 400 SOCIAL ETF P 2023-05-25 2023-12-26
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-07-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-06-22 2023-05-25
GABELLI SRI CL AAA P 2017-11-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-06-29 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-05-28 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-09-29 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2020-11-19 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-03-31 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2022-11-17 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-11-18 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-06-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2022-06-22 2023-05-25
NUVEEN ESG MID CAP VALUE ETF P 2023-05-25 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2020-09-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-03-31 2023-05-25
JOHN HANCOCK ESG INTL EQUITY CL I P 2021-12-17 2023-05-25
JOHN HANCOCK ESG INTL EQUITY CL I P 2021-02-16 2023-05-25
ARIEL APPREC INVESTOR CL P 2022-12-20 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2016-12-07 2023-10-09
ARIEL APPREC INVESTOR CL P 2011-12-29 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-10-31 2023-10-09
ARIEL APPREC INVESTOR CL P 2015-11-19 2023-10-09
MATTHEWS ASIA INDIA INVESTOR CL P 2015-03-06 2023-10-09
IMPAX SMALL CAP INSTL CL P 2015-12-22 2023-12-11
PARNASSUS MID CAP INVESTOR CL P 2015-11-24 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-03-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-09-28 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2019-12-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2019-09-30 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2018-12-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-03-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-01-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-12-21 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-09-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-11-21 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2018-06-21 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-10-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-01-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-11-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-09-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-09-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-09-30 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2022-06-22 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-09-30 2023-05-25
NUVEEN ESG LARGE CAP VALUE ETF P 2023-05-25 2023-10-06
PARNASSUS CORE EQUITY INVESTOR CL P 2017-12-27 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-03-31 2023-05-25
EVENTIDE GILEAD INSTL CL P 2021-12-16 2023-05-25
CLEARBRIDGE SMALL CAP GROWTH CL A P 2021-02-16 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-12-31 2023-10-09
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-12-11
ARIEL APPREC INVESTOR CL P 2018-11-15 2023-10-09
ARIEL APPREC INVESTOR CL P 2017-11-16 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-09-30 2023-10-09
IMPAX SMALL CAP INSTL CL P 2015-03-06 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-12-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-10-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-02-27 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-06-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-05-29 2023-05-25
EVENTIDE GILEAD INSTL CL P 2019-12-17 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-09-30 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2018-12-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-03-31 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2021-12-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-05-02 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2022-12-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-09-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2017-11-21 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2014-06-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-09-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-12-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-03-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-06-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-12-27 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-03-29 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2020-12-22 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2016-08-29 2023-05-25
NUVEEN ESG HIGH YIELD CORPORATE BOND P 2023-05-25 2023-10-06
PARNASSUS MID CAP INVESTOR CL P 2017-12-27 2023-05-25
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-03-31 2023-05-25
CLEARBRIDGE SMALL CAP GROWTH CL A P 2021-12-06 2023-05-25
INVESCO QQQ ETF P 2021-02-16 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-12-11
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-12-11
ARIEL APPREC INVESTOR CL P 2018-11-15 2023-10-09
ARIEL APPREC INVESTOR CL P 2017-11-16 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-08-31 2023-10-09
IMPAX SMALL CAP INSTL CL P 2015-03-05 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-11-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-07-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-01-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-06-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-11-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-05-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-02-29 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2018-12-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-02-28 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2021-12-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-11-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-05-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-07-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2022-06-30 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2014-06-20 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-09-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-09-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2021-03-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2018-12-27 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2018-11-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-12-17 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-08-29 2023-05-25
ISHARES MSCI KLD 400 SOCIAL ETF P 2023-05-25 2023-12-26
PARNASSUS CORE EQUITY INVESTOR CL P 2017-03-31 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2021-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-09-28 2023-05-25
INVESCO QQQ ETF P 2021-05-03 2023-05-25
EXCHANGE EMQQ EMERGING MARKETS INTER P 2021-02-16 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-12-11
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-12-11
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-12-11
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-09-30 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-07-31 2023-10-09
ARIEL APPREC INVESTOR CL P 2007-12-27 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-11-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2015-06-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2014-09-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-12-17 2023-05-25
GABELLI SRI CL AAA P 2016-11-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-04-28 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-08-31 2023-05-25
EVENTIDE GILEAD INSTL CL P 2018-12-18 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2017-01-31 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2021-12-22 2023-05-25
GABELLI SRI CL AAA P 2021-11-26 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2021-10-29 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2018-12-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-06-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2014-03-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-10-31 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2015-09-30 2023-05-25
IMPAX SMALL CAP INSTL CL P 2018-12-20 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-03-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2020-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-11-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-11-20 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2020-12-17 2023-05-25
IMPAX SMALL CAP INSTL CL P 2016-08-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2019-11-21 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2022-12-22 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2021-12-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-12-28 2023-05-25
JOHN HANCOCK ESG INTL EQUITY CL I P 2022-12-19 2023-05-25
INVESCO QQQ ETF P 2021-08-03 2023-05-25
ARIEL APPREC INVESTOR CL P 2020-12-22 2023-10-09
ARIEL APPREC INVESTOR CL P 2016-11-17 2023-10-09
IMPAX SMALL CAP INSTL CL P 2021-12-22 2023-12-11
ARIEL APPREC INVESTOR CL P 2016-12-29 2023-10-09
CREDIT SUISSE FLOATING RATE HIGH INC P 2023-08-01 2023-10-09
ARIEL APPREC INVESTOR CL P 2007-11-15 2023-10-09
GABELLI SRI CL AAA P 2020-11-25 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2015-06-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2013-09-30 2023-05-25
EVENTIDE GILEAD INSTL CL P 2020-12-17 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-11-22 2023-05-25
GABELLI SRI CL AAA P 2019-11-26 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2015-12-30 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2020-07-31 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-12-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2021-12-22 2023-05-25
GABELLI SRI CL AAA P 2021-11-26 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2022-11-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-12-27 2023-05-25
IMPAX GLOBAL ENVIRONMENTAL MARKETS I P 2022-06-22 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2013-11-22 2023-05-25
CREDIT SUISSE FLOATING RATE HIGH INC P 2016-08-31 2023-05-25
IMPAX SMALL CAP INSTL CL P 2015-09-01 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-09-30 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2016-12-28 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2020-12-17 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2017-11-21 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2018-06-29 2023-05-25
PARNASSUS CORE EQUITY INVESTOR CL P 2017-06-30 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-08-29 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2019-11-21 2023-05-25
IMPAX SMALL CAP INSTL CL P 2022-12-22 2023-05-25
IMPAX INTL SUSTAINABLE ECONOMY INSTL P 2021-12-22 2023-05-25
PARNASSUS MID CAP INVESTOR CL P 2016-12-28 2023-05-25
INVESCO QQQ ETF P 2022-01-03 2023-05-25
INVESCO QQQ ETF P 2021-11-01 2023-05-25
(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 48   48  
b 56   55 1
c 412   521 -109
d 7,494   7,603 -109
e 1,954   1,985 -31
72   71 1
2,347   2,807 -460
3,183   3,641 -458
5   5  
9   9  
94   114 -20
1,735   1,316 419
6,091   6,737 -646
805   589 216
34   37 -3
136   105 31
539   659 -120
338   411 -73
1,087   1,079 8
353   304 49
41   40 1
138   136 2
171   157 14
31   34 -3
34   33 1
26   23 3
15   19 -4
1,207   1,141 66
32   30 2
102   89 13
25   23 2
22   20 2
10   10  
1   2 -1
41   33 8
845   799 46
16   19 -3
36   35 1
3,217   3,368 -151
819   844 -25
860   878 -18
1,334   1,355 -21
73   72 1
734   659 75
4,482   4,508 -26
328   274 54
7   8 -1
50   53 -3
41   44 -3
79   79  
12   6 6
267   215 52
160   140 20
1,186   1,030 156
2,406   3,190 -784
1,621   1,610 11
38   42 -4
158   146 12
19   19  
12   12  
38,093   23,945 14,148
40   31 9
65   52 13
38   31 7
487   399 88
4,286   4,542 -256
272   206 66
23   25 -2
34   27 7
       
84   103 -19
29   29  
348   285 63
81   100 -19
23,397   30,000 -6,603
1,404   1,441 -37
459   467 -8
811   840 -29
592   601 -9
64   63 1
621   601 20
84   97 -13
654   633 21
7   8 -1
119   93 26
206   152 54
35   36 -1
419   236 183
44   26 18
95   103 -8
9,778   9,244 534
6,018   7,396 -1,378
8,801   8,209 592
50   54 -4
242   260 -18
2,345   2,242 103
41   44 -3
33   37 -4
5,556   4,637 919
49   44 5
162   142 20
150   144 6
1,390   1,279 111
701   705 -4
127   118 9
68   56 12
22   20 2
233   309 -76
1,388   1,312 76
95   83 12
46   45 1
383   393 -10
6,402   7,025 -623
9   11 -2
328   324 4
580   578 2
640   607 33
49   52 -3
883   691 192
46   54 -8
33   36 -3
39   41 -2
108   66 42
122   113 9
78   47 31
213   232 -19
4,032   3,309 723
17   17  
2,349   2,407 -58
151   97 54
43   46 -3
154   100 54
138   103 35
115   91 24
15,280   11,909 3,371
64   82 -18
434   329 105
443   441 2
5,669   6,120 -451
8   9 -1
872   697 175
503   417 86
1   1  
942   1,157 -215
499   497 2
305   303 2
6,160   5,755 405
4,038   4,739 -701
40   39 1
654   678 -24
271   150 121
69   68 1
679   625 54
49   53 -4
7   6 1
7   8 -1
153   125 28
38   42 -4
18   17 1
53   49 4
8   8  
312   340 -28
1,279   1,220 59
16   15 1
253   210 43
30,386   15,000 15,386
191   223 -32
194   101 93
41   43 -2
129   100 29
1,920   1,965 -45
10   12 -2
5   7 -2
170   145 25
1,663   1,841 -178
24   21 3
22   19 3
10   8 2
1,377   1,284 93
13   15 -2
1,558   1,540 18
994   983 11
601   723 -122
49   58 -9
253   228 25
73   73  
4,149   2,167 1,982
58   53 5
1   1  
182   141 41
48   38 10
8   8  
296   312 -16
53   49 4
       
130   75 55
238   170 68
61   39 22
1,234   1,073 161
103   97 6
33   37 -4
50,751   30,000 20,751
2,396   2,801 -405
6   7 -1
90   58 32
51   54 -3
6,823   6,000 823
       
5   6 -1
1,326   1,310 16
1,658   1,737 -79
22   21 1
27   25 2
20   18 2
228   233 -5
27   20 7
1,402   1,434 -32
888   909 -21
64   62 2
448   442 6
281   308 -27
639   686 -47
26   14 12
6,684   6,104 580
111   102 9
334   328 6
31   35 -4
57   52 5
18   19 -1
112   102 10
40   43 -3
61   35 26
52   32 20
12   12  
3,575   3,559 16
4   4  
86   103 -17
31,707   30,000 1,707
1,313   1,213 100
2,777   3,933 -1,156
16   10 6
157   135 22
39   34 5
34   32 2
2   3 -1
1,224   1,252 -28
2,367   2,260 107
34   35 -1
905   856 49
40   33 7
13   16 -3
34   29 5
122   116 6
455   395 60
25   23 2
1,850   1,824 26
3,591   3,734 -143
191   205 -14
1   1  
36   35 1
820   825 -5
34   36 -2
102   117 -15
206   157 49
72   76 -4
50   53 -3
5,650   5,021 629
69   57 12
331   202 129
6   7 -1
11,072   10,942 130
788   777 11
6   7 -1
39,040   24,614 14,426
5,576   4,456 1,120
11   11  
46   50 -4
44   50 -6
82   69 13
1   1  
131   160 -29
637   553 84
556   456 100
14   14  
278   228 50
56   50 6
78   89 -11
596   490 106
36   40 -4
5,078   5,216 -138
707   651 56
114   112 2
15   16 -1
77   77  
44   45 -1
11   35 -24
513   630 -117
4,044   3,033 1,011
32   35 -3
48   49 -1
106   79 27
6   7 -1
1,736   1,806 -70
488   404 84
906   722 184
81   106 -25
10,146   10,382 -236
118   117 1
41   47 -6
77   101 -24
139   118 21
16   16  
36   39 -3
1,114   1,121 -7
24   23 1
2,140   1,996 144
375   498 -123
21   21  
4,145   4,245 -100
4   3 1
150   144 6
17   16 1
6   8 -2
119   115 4
7   8 -1
2,188   3,437 -1,249
4,710   4,335 375
746   778 -32
2,087   1,913 174
59   58 1
379   391 -12
111   107 4
760   661 99
653   787 -134
187   150 37
906   1,003 -97
38   42 -4
43   47 -4
52   54 -2
3,632   3,010 622
7   7  
1,996   2,596 -600
6,371   5,526 845
39   43 -4
69   95 -26
1,717   2,260 -543
38   41 -3
7   7  
187   158 29
14   16 -2
47   37 10
366   375 -9
1,464   1,799 -335
4   5 -1
30   33 -3
91   79 12
333   331 2
12   12  
7   9 -2
7   8 -1
29   32 -3
1,316   1,718 -402
457   458 -1
3   3  
124   131 -7
54   53 1
3,746   4,821 -1,075
28,697   34,374 -5,677
330   297 33
2,164   1,722 442
35   38 -3
337   372 -35
162   148 14
52   42 10
48   51 -3
60   38 22
65   73 -8
1,173   1,525 -352
17   18 -1
141   130 11
7   7  
3,809   3,133 676
211   158 53
39   43 -4
41   43 -2
1,081   960 121
42   38 4
47   39 8
19   23 -4
105   91 14
80   88 -8
25   19 6
1,028   1,016 12
51   43 8
173   225 -52
32   25 7
144   204 -60
2,103   3,437 -1,334
517   533 -16
22,720   17,577 5,143
266   317 -51
5,846   7,293 -1,447
455   454 1
55,511   51,720 3,791
7   7  
36   39 -3
31   34 -3
129   116 13
50   48 2
1,300   1,168 132
140   130 10
334   214 120
7   7  
138   166 -28
13   13  
6   6  
79   95 -16
1,152   1,113 39
249   160 89
161   124 37
42   44 -2
805   667 138
11   13 -2
21   25 -4
42   32 10
63   52 11
38   40 -2
4,488   3,752 736
948   970 -22
67   65 2
101   132 -31
10   11 -1
257   355 -98
1,690   1,672 18
2,105   2,174 -69
3,051   2,360 691
2,815   3,360 -545
313   390 -77
545   541 4
109,197   102,816 6,381
3   4 -1
35   38 -3
34   36 -2
48   47 1
37   40 -3
33   37 -4
39   40 -1
697   446 251
32   35 -3
177   213 -36
6   7 -1
39   43 -4
7   7  
88   87 1
121   78 43
38   41 -3
32   35 -3
108   90 18
16   18 -2
94   104 -10
58   50 8
216   200 16
22   22  
9,622   7,500 2,122
546   474 72
29   23 6
32   36 -4
25   23 2
2   2  
589   1,697 -1,108
5,669   5,854 -185
429   332 97
3,147   3,821 -674
52   50 2
532   522 10
137   160 -23
14   15 -1
36   39 -3
282   216 66
138   144 -6
1,242   1,548 -306
34   37 -3
42   43 -1
2,039   1,442 597
36   40 -4
314   378 -64
5,957   7,260 -1,303
6   7 -1
48   50 -2
9   9  
148   107 41
15   15  
171   128 43
15   13 2
51   39 12
35   39 -4
954   784 170
1,386   1,108 278
9   11 -2
2,169   2,223 -54
884   786 98
43   39 4
35   39 -4
21   16 5
15   14 1
2   2  
410   470 -60
3,003   3,803 -800
7,335   8,904 -1,569
321   411 -90
78   78  
14   16 -2
304   347 -43
146   115 31
180   124 56
329   468 -139
987   861 126
248   274 -26
284   221 63
41   41  
36   40 -4
14   19 -5
743   905 -162
15   15  
170   128 42
74   64 10
2,667   1,876 791
42   45 -3
26,355   24,888 1,467
20   20  
34   26 8
34   36 -2
189   183 6
35   29 6
24   20 4
4,005   3,521 484
168   175 -7
68   67 1
78   87 -9
17   14 3
2   2  
2   2  
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        
b       1
c       -109
d       -109
e       -31
      1
      -460
      -458
       
       
      -20
      419
      -646
      216
      -3
      31
      -120
      -73
      8
      49
      1
      2
      14
      -3
      1
      3
      -4
      66
      2
      13
      2
      2
       
      -1
      8
      46
      -3
      1
      -151
      -25
      -18
      -21
      1
      75
      -26
      54
      -1
      -3
      -3
       
      6
      52
      20
      156
      -784
      11
      -4
      12
       
       
      14,148
      9
      13
      7
      88
      -256
      66
      -2
      7
       
      -19
       
      63
      -19
      -6,603
      -37
      -8
      -29
      -9
      1
      20
      -13
      21
      -1
      26
      54
      -1
      183
      18
      -8
      534
      -1,378
      592
      -4
      -18
      103
      -3
      -4
      919
      5
      20
      6
      111
      -4
      9
      12
      2
      -76
      76
      12
      1
      -10
      -623
      -2
      4
      2
      33
      -3
      192
      -8
      -3
      -2
      42
      9
      31
      -19
      723
       
      -58
      54
      -3
      54
      35
      24
      3,371
      -18
      105
      2
      -451
      -1
      175
      86
       
      -215
      2
      2
      405
      -701
      1
      -24
      121
      1
      54
      -4
      1
      -1
      28
      -4
      1
      4
       
      -28
      59
      1
      43
      15,386
      -32
      93
      -2
      29
      -45
      -2
      -2
      25
      -178
      3
      3
      2
      93
      -2
      18
      11
      -122
      -9
      25
       
      1,982
      5
       
      41
      10
       
      -16
      4
       
      55
      68
      22
      161
      6
      -4
      20,751
      -405
      -1
      32
      -3
      823
       
      -1
      16
      -79
      1
      2
      2
      -5
      7
      -32
      -21
      2
      6
      -27
      -47
      12
      580
      9
      6
      -4
      5
      -1
      10
      -3
      26
      20
       
      16
       
      -17
      1,707
      100
      -1,156
      6
      22
      5
      2
      -1
      -28
      107
      -1
      49
      7
      -3
      5
      6
      60
      2
      26
      -143
      -14
       
      1
      -5
      -2
      -15
      49
      -4
      -3
      629
      12
      129
      -1
      130
      11
      -1
      14,426
      1,120
       
      -4
      -6
      13
       
      -29
      84
      100
       
      50
      6
      -11
      106
      -4
      -138
      56
      2
      -1
       
      -1
      -24
      -117
      1,011
      -3
      -1
      27
      -1
      -70
      84
      184
      -25
      -236
      1
      -6
      -24
      21
       
      -3
      -7
      1
      144
      -123
       
      -100
      1
      6
      1
      -2
      4
      -1
      -1,249
      375
      -32
      174
      1
      -12
      4
      99
      -134
      37
      -97
      -4
      -4
      -2
      622
       
      -600
      845
      -4
      -26
      -543
      -3
       
      29
      -2
      10
      -9
      -335
      -1
      -3
      12
      2
       
      -2
      -1
      -3
      -402
      -1
       
      -7
      1
      -1,075
      -5,677
      33
      442
      -3
      -35
      14
      10
      -3
      22
      -8
      -352
      -1
      11
       
      676
      53
      -4
      -2
      121
      4
      8
      -4
      14
      -8
      6
      12
      8
      -52
      7
      -60
      -1,334
      -16
      5,143
      -51
      -1,447
      1
      3,791
       
      -3
      -3
      13
      2
      132
      10
      120
       
      -28
       
       
      -16
      39
      89
      37
      -2
      138
      -2
      -4
      10
      11
      -2
      736
      -22
      2
      -31
      -1
      -98
      18
      -69
      691
      -545
      -77
      4
      6,381
      -1
      -3
      -2
      1
      -3
      -4
      -1
      251
      -3
      -36
      -1
      -4
       
      1
      43
      -3
      -3
      18
      -2
      -10
      8
      16
       
      2,122
      72
      6
      -4
      2
       
      -1,108
      -185
      97
      -674
      2
      10
      -23
      -1
      -3
      66
      -6
      -306
      -3
      -1
      597
      -4
      -64
      -1,303
      -1
      -2
       
      41
       
      43
      2
      12
      -4
      170
      278
      -2
      -54
      98
      4
      -4
      5
      1
       
      -60
      -800
      -1,569
      -90
       
      -2
      -43
      31
      56
      -139
      126
      -26
      63
       
      -4
      -5
      -162
       
      42
      10
      791
      -3
      1,467
       
      8
      -2
      6
      6
      4
      484
      -7
      1
      -9
      3
       
       
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 2 117,721
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 4,154
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,824
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,824
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,824
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 70
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,106
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,106 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2023 or the taxable year beginning in 2023? 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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowFOUNDATIONFORWORLDEDUCATION.ORG
14
The books are in care ofright arrowANDREW KAY Telephone no.right arrow (408) 780-8569

Located atright arrowC/O FWE PO BOX 1946LOWELLMA ZIP+4right arrow01853
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
MATTHEW A NEEDHAM PRESIDENT
10.00 		0 0 0
C/O FWE PO BOX 1946
LOWELL,MA01853
SUSAN CURTISS SECRETARY
1.00 		0 0 0
C/O FWE PO BOX 1946
LOWELL,MA01853
CHAITANYA DATLA TRUSTEE
1.00 		0 0 0
C/O FWE PO BOX 1946
LOWELL,MA01853
ANDREW KAY TREASURER
1.00 		0 0 0
C/O FWE PO BOX 1946
LOWELL,MA01853
NORBERT SCHUSTER TRUSTEE
1.00 		0 0 0
C/O FWE PO BOX 1946
LOWELL,MA01853
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
2,371,415
b
Average of monthly cash balances.......................
1b
170,271
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,541,686
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,541,686
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,125
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,503,561
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
125,178
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
125,178
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,824
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,824
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
123,354
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
123,354
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
123,354
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
26,856
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
26,856
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 123,354
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 10,047
c From 2020...... 57,942
d From 2021...... 28,842
e From 2022......  
f Total of lines 3a through e ........ 96,831
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 26,856
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 26,856
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 96,498 96,498
(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 5 333
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		333
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 333
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SUSAN CURTISS
C/O FWE PO BOX 1946
LOWELL,MA01853
INFO@FOUNDATIONFORWORLDEDUCATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
LETTER TO FOUNDATION STATING PURPOSE AND AMOUNT OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE AWARD TO GRANTEES ARE LIMITED TO INCORPORATED NONPROFIT ORGANIZATIONS THAT SUPPORT THE VISION OF A TRANSFORMED WORLD ESPOUSED BY SRI AUROBINDO AND THE MOTHER.
Form 990-PF (2023)
Form 990-PF (2023)
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

SRI AUROBINDO SADHANA PEETHAM

2621 W HWY 12
LODI,CA95242 		    OPERATIONAL EXPENSES 5,621

MIDWIVES COLLEGE OF UTAH

1174 E GRAYSTONE WAY
SALT LAKE CITY,UT84106 		    TUITION 7,560

AUROVILLE FOUNDATION

2R56 QPF
AUROVILLE,TAMIL NADU  
IN 		    EDUCATIONAL/TRAINING/OPERATIONS 857

MATAGIRI SRI AUROBINDO CENTER

1218 WITTENBERG RD
MT TREMPER,NY12457 		    OPERATING EXPENSE 4,299
Total .................................right arrow 3a 18,337
bApproved for future payment

AURO MIRA SERVICE SOCIETY
SRI AUROBINDO MARG
NEW DELHI,NEW DELHI110016
IN 		    OPERATING EXPENSES 17,817

SRI AUROBINDO ASHRAM DELHI BRANCH
SRI AUROBINDO MARG
NEW DELHI,NEW DELHI110016
IN 		    SCIENCE WORKSHOPS 6,050

AUROVILLE FOUNDATION
2R56 QPF
AUROVILLE,TAMIL NADU  
IN 		    EDUCATIONAL/TRAINING/OPERATIONS 25,642
Total ................................. right arrow 3b 49,509
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		        3,340
4 Dividends and interest from securities ....         28,584
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 ............ 		        117,721
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		        673
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     150,318
13Total. Add line 12, columns (b), (d), and (e)..................
13
150,318
(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.)
3 EARNINGS OF INTEREST, DIVIDENDS & CAPITAL GAINS ARE A
4 PRIMARY MEANS OF SUPPORTING THE DISBURSEMENTS OF GRANTS TO
8 TAX EXEMPT ORGANIZATIONS RELATING TO FWE'S MISSION
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
FOUNDATION FOR WORLD EDUCATION INC
 
Employer identification number

13-6169404
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
FOUNDATION FOR WORLD EDUCATION INC
  		Employer identification number
13-6169404
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
PAULA MURPHY
415 KING ST APT 603
 
LA CROSSE, WI54601

$ 47,640


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SRI AUROBINDO ASSOCIATION
 
2621 W HIGHWAY 12
 
LODI, CA95242

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ESTATE OF THOMAS COWAN
144 BEACH RD
 
WADING RIVER, NY11792

$ 145,511


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
FOUNDATION FOR WORLD EDUCATION INC
  		Employer identification number

13-6169404
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
FOUNDATION FOR WORLD EDUCATION INC
  		Employer identification number

13-6169404
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
FOUNDATION FOR WORLD EDUCATION INC
EIN:
13-6169404
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 8,050 4,025   4,025

TY 2023 InvestmentsCorpBondsSchedule
Name:
FOUNDATION FOR WORLD EDUCATION INC
EIN:
13-6169404
Name of Bond End of Year Book Value End of Year Fair Market Value
CREDIT SUISSE FLOATING    
SCH TREAS OBLIGATION MMF    
EAGG ISHARES ESG AWARE U S AGGREGATE 36,808 36,808
SUSB ISHARES TRUST ESG AWARE 1-5YR 7,124 7,124
GRNB VANECK GREEN BOND 11,010 11,010
EAGG ISHARES ESG AWARE U S AGGREGATE 5,108 5,108
SUSB ISHARES TRUST ESG AWARE 1-5YR 979 979
GRNB VANECK GREEN BOND 1,525 1,525
EAGG ISHARES ESG AWARE U S AGGREGATE 3,437 3,437
SUSB ISHARES TRUST ESG AWARE 1-5YR 661 661
GRNB VANECK GREEN BOND 1,025 1,025
EAGG ISHARES ESG AWARE U S AGGREGATE 19,717 19,717
SUSB ISHARES TRUST ESG AWARE 1-5YR 3,819 3,819
GRNB VANECK GREEN BOND 5,886 5,886
EAGG ISHARES ESG AWARE U S AGGREGATE 4,440 4,440
SUSB ISHARES TRUST ESG AWARE 1-5YR 857 857
GRNB VANECK GREEN BOND 1,334 1,334
EAGG ISHARES ESG AWARE U S AGGREGATE 4,965 4,965
SUSB ISHARES TRUST ESG AWARE 1-5YR 1,004 1,004
GRNB VANECK GREEN BOND 1,501 1,501
EAGG ISHARES ESG AWARE U S AGGREGATE 3,246 3,246
SUSB ISHARES TRUST ESG AWARE 1-5YR 636 636
GRNB VANECK GREEN BOND 977 977

TY 2023 InvestmentsCorpStockSchedule
Name:
FOUNDATION FOR WORLD EDUCATION INC
EIN:
13-6169404
Name of Stock End of Year Book Value End of Year Fair Market Value
EMQQ EMERGING MARKETS    
EVENTIDE GILEAD INSTL CL 207,605 207,605
MATTHEWS INDIA FD INV    
NEUBERGER BERMAN 256,034 256,034
PARNASSUS CORE EQTY FD 391,137 391,137
PAX ELLEVATE GBL WOMENS 77,432 77,432
PAX MSCI INTL ESG INDEX    
PAX WLD GBL ENVIRONMENTL 51,022 51,022
PAX WORLD SMALL CAP INST    
ISHARES MSCI US ESG 233,634 233,634
GABELLI SRI FUND AAA    
JHANCOCK ESG INTL    
PARNASSUS MID CAP FUND    
POWERSHARES QQQ TR    
ARIEL APPRECIATION FUND    
BROWN ADVISORY    
CALVERT GLOBAL WATER FD    
CLEARBRIDGE SMALL CAP    
OWNS IMPACT SHARES 10,465 10,465
ESGE ISHARES ESG AWARE MSCI EM ETF 21,769 21,769
ESGD ISHARES ESG AWARE MSCI EAFE ETF 33,162 33,162
DSI ISHARES MSCI KLD 400 SOCIAL 69,744 69,744
NULG NUVEEN ESG LARGE CAP 43,975 43,975
NULV NUVEEN ESG LARGE CAP 48,838 48,838
NUMG NUVEEN ESG MID CAP GROWTH 12,149 12,149
NUMV NUVEEN ESG MID CAP VALUE 15,770 15,770
NUSC NUVEEN ESG SMALL CAP 14,584 14,584
CNRG SPDR S&P KENSHO CLEAN POWER 22,813 22,813
SHE SPDR MSCI USA GENDER DIVERSITY 14,725 14,725
OWNS IMPACT SHARES 1,448 1,448
ESGE ISHARES ESG AWARE MSCI EM ETF 3,014 3,014
ESGD ISHARES ESG AWARE MSCI EAFE ETF 4,759 4,759
DSI ISHARES MSCI KLD 400 SOCIAL 10,562 10,562
NULG NUVEEN ESG LARGE CAP 6,600 6,600
NULV NUVEEN ESG LARGE CAP 6,751 6,751
NUMG NUVEEN ESG MID CAP GROWTH 1,651 1,651
NUMV NUVEEN ESG MID CAP VALUE 2,176 2,176
NUSC NUVEEN ESG SMALL CAP 2,190 2,190
CNRG SPDR S&P KENSHO CLEAN POWER 3,085 3,085
SHE SPDR MSCI USA GENDER DIVERSITY 2,185 2,185
CFWAX CALVERT GLOBAL WATER CL 70,954 70,954
GBIL GOLDMAN SACHS ACCESS TREASURY 17,953 17,953
PXNIX IMPAX INTL SUSTAINABLE ECONOMY 222,975 222,975
QQQ INVESCO 67,571 67,571
OWNS IMPACT SHARES 983 983
ESGE ISHARES ESG AWARE MSCI EM ETF 2,020 2,020
ESGD ISHARES ESG AWARE MSCI EAFE ETF 3,097 3,097
DSI ISHARES MSCI KLD 400 SOCIAL 6,556 6,556
NULG NUVEEN ESG LARGE CAP 4,168 4,168
NULV NUVEEN ESG LARGE CAP 4,561 4,561
NUMG NUVEEN ESG MID CAP GROWTH 1,143 1,143
NUMV NUVEEN ESG MID CAP VALUE 1,482 1,482
NUSC NUVEEN ESG SMALL CAP 1,486 1,486
CNRG SPDR S&P KENSHO CLEAN POWER 2,080 2,080
SHE SPDR MSCI USA GENDER DIVERSITY 1,425 1,425
OWNS IMPACT SHARES 6,120 6,120
ESGE ISHARES ESG AWARE MSCI EM ETF 11,574 11,574
ESGD ISHARES ESG AWARE MSCI EAFE ETF 18,432 18,432
DSI ISHARES MSCI KLD 400 SOCIAL 37,695 37,695
NULG NUVEEN ESG LARGE CAP 23,759 23,759
NULV NUVEEN ESG LARGE CAP 26,142 26,142
NUMG NUVEEN ESG MID CAP GROWTH 6,519 6,519
NUMV NUVEEN ESG MID CAP VALUE 8,421 8,421
NUSC NUVEEN ESG SMALL CAP 8,172 8,172
CNRG SPDR S&P KENSHO CLEAN POWER 11,694 11,694
SHE SPDR MSCI USA GENDER DIVERSITY 8,455 8,455
OWNS IMPACT SHARES 1,259 1,259
ESGE ISHARES ESG AWARE MSCI EM ETF 2,629 2,629
ESGD ISHARES ESG AWARE MSCI EAFE ETF 4,004 4,004
DSI ISHARES MSCI KLD 400 SOCIAL 8,468 8,468
NULG NUVEEN ESG LARGE CAP 5,280 5,280
NULV NUVEEN ESG LARGE CAP 5,889 5,889
NUMG NUVEEN ESG MID CAP GROWTH 1,312 1,312
NUMV NUVEEN ESG MID CAP VALUE 1,892 1,892
NUSC NUVEEN ESG SMALL CAP 1,877 1,877
CNRG SPDR S&P KENSHO CLEAN POWER 2,654 2,654
SHE SPDR MSCI USA GENDER DIVERSITY 1,900 1,900
OWNS IMPACT SHARES 1,500 1,500
ESGE ISHARES ESG AWARE MSCI EM ETF 3,046 3,046
ESGD ISHARES ESG AWARE MSCI EAFE ETF 4,532 4,532
DSI ISHARES MSCI KLD 400 SOCIAL 9,469 9,469
NULG NUVEEN ESG LARGE CAP 5,974 5,974
NULV NUVEEN ESG LARGE CAP 6,500 6,500
NUMG NUVEEN ESG MID CAP GROWTH 1,524 1,524
NUMV NUVEEN ESG MID CAP VALUE 1,987 1,987
NUSC NUVEEN ESG SMALL CAP 1,994 1,994
CNRG SPDR S&P KENSHO CLEAN POWER 2,941 2,941
SHE SPDR MSCI USA GENDER DIVERSITY 1,995 1,995
OWNS IMPACT SHARES 914 914
ESGE ISHARES ESG AWARE MSCI EM ETF 1,924 1,924
ESGD ISHARES ESG AWARE MSCI EAFE ETF 3,022 3,022
DSI ISHARES MSCI KLD 400 SOCIAL 6,191 6,191
NULG NUVEEN ESG LARGE CAP 3,890 3,890
NULV NUVEEN ESG LARGE CAP 4,273 4,273
NUMG NUVEEN ESG MID CAP GROWTH 1,058 1,058
NUMV NUVEEN ESG MID CAP VALUE 1,388 1,388
NUSC NUVEEN ESG SMALL CAP 1,369 1,369
CNRG SPDR S&P KENSHO CLEAN POWER 1,865 1,865
SHE SPDR MSCI USA GENDER DIVERSITY 1,330 1,330

TY 2023 InvestmentsOtherSchedule2
Name:
FOUNDATION FOR WORLD EDUCATION INC
EIN:
13-6169404
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
WELLS FARGO FMV 145,511 145,511

TY 2023 OtherExpensesSchedule
Name:
FOUNDATION FOR WORLD EDUCATION INC
EIN:
13-6169404
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BOARD DEVELOPMENT 2,903     2,903
INVESTMENT FEES 14,426 14,426    
OFFICE EXPENSES 991     991
BANK & WIRE FEES 600     600
FILING FEES        
DUES & SUBSCRIPTIONS        


TY 2023 OtherIncomeSchedule2
Name:
FOUNDATION FOR WORLD EDUCATION INC
EIN:
13-6169404
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 673   673


TY 2023 OtherIncreasesSchedule
Name:
FOUNDATION FOR WORLD EDUCATION INC
EIN:
13-6169404
Description Amount
UNREALIZED GAINS 260,491