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
THE GREENWALL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)650 MASSACHUSETTS AVE NW SUITE 60
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20001
A Employer identification number

13-6082277
B Telephone number (see instructions)

(212) 679-7266
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$106,982,413J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 38,567 38,567  
4 Dividends and interest from securities... 2,202,744 2,213,031  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -177,303
b Gross sales price for all assets on line 6a 35,493,886
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
128,698 105,042  
12 Total. Add lines 1 through 11........ 2,192,706 2,356,640  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 450,588 4,000   446,588
14 Other employee salaries and wages...... 397,535 21,253   376,282
15 Pension plans, employee benefits....... 273,390 6,821   266,569
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
11,035 0   12,053
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
242,693 0   243,277
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
514,039 446,694   63,258
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,202 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 230,984 1,496   236,756
21 Travel, conferences, and meetings....... 62,915 4,239   61,513
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
361,656 18,368   353,896
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,569,037 502,871   2,060,192
25 Contributions, gifts, grants paid....... 2,843,611 3,079,661
26 Total expenses and disbursements. Add lines 24 and 25 5,412,648 502,871   5,139,853
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,219,942
b Net investment income (if negative, enter -0-) 1,853,769
c Adjusted net income (if negative, enter -0-)...  
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............. 283,328 85,179 85,179
2 Savings and temporary cash investments......... 2,226,606 2,045,712 2,045,712
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.......... 2,840 6,698 6,698
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 26,690,223 Click to see attachment
List of Attached Documents:
// Content
29,162,430 		29,162,430
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 67,180,400 Click to see attachment
List of Attached Documents:
// Content
75,498,418 		75,498,418
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
316,798 		Click to see attachment
List of Attached Documents:
// Content
183,976 		Click to see attachment
List of Attached Documents:
// Content
183,976
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 96,700,195 106,982,413 106,982,413
Liabilities 17 Accounts payable and accrued expenses.......... 33,728 40,247
18 Grants payable................. 3,475,209 3,239,159
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
369,719 		Click to see attachment
List of Attached Documents:
// Content
433,459
23 Total liabilities (add lines 17 through 22)......... 3,878,656 3,712,865
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........... 92,821,539 103,269,548
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 92,821,539 103,269,548
30 Total liabilities and net assets/fund balances (see instructions). 96,700,195 106,982,413
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
92,821,539
2
Enter amount from Part I, line 27a .....................
2
-3,219,942
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,861,125
4
Add lines 1, 2, and 3 ..........................
4
103,462,722
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
193,174
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
103,269,548
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 SALE OF PUBLICLY TRADED SECURITIES      
b VINTAGE VIII OFFSHORE SCSP P    
c PRIVATE CREDIT MANAGERS III OFFSHORE, LP P    
d PRIVATE CREDIT MANAGERS IV P    
e VINTAGE IX P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 35,227,289   35,422,667 -195,378
b 109,033   109,033 0
c 108,450   108,450 0
d 19,039   19,039 0
e 12,000   12,000 0
18,075     18,075
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       -195,378
b       0
c       0
d       0
e       0
      18,075
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 -177,303
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  
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 25,767
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 25,767
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 25,767
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,521
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,521
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,754
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,754 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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, DC
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 arrowWWW.GREENWALL.ORG
14
The books are in care ofright arrowTHE GREENWALL FOUNDATION Telephone no.right arrow (212) 679-7266

Located atright arrow650 MASSACHUSETTS AVE NW SUITE 600WASHINGTONDC ZIP+4right arrow20001
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)
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
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
 
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 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
ANN ALPERS JD DIRECTOR/CHAIR
1.00 		12,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
PHYLLIS D MEADOWS PHD MSN RN DIRECTOR/VICE CHAIR
1.00 		8,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
JOEL W MOTLEY JD DIRECTOR/SECRETARY
1.00 		8,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
PETER GOODWIN MBA DIRECTOR/TREASURER
1.00 		12,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
CHRISTINE K CASSEL MD DIRECTOR
1.00 		8,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
GEORGE L BUNTING JR DIRECTOR
1.00 		0 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
JASON KARLAWISH MD DIRECTOR
1.00 		10,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
AMY L MCGUIRE JD PHD DIRECTOR
1.00 		12,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
RICHARD L SALZER JR MD DIRECTOR
1.00 		8,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
JAMES A TULSKY MD DIRECTOR
1.00 		10,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
KEITH WAILOO PHD DIRECTOR AS OF MAY 2023
1.00 		4,000 0 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
MICHELLE GROMAN JD CHIEF OPERATING OFFICER; DIRECTOR/PRES
40.00 		358,588 49,943 0
1 PENN PLAZA FL 47
NEW YORK,NY101190002
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
MISTI AULT ANDERSON PROGRAM DIRECTOR
40.00 		158,566 23,751 0
650 MASSACHUSETTS AVENUE NW STE 600
WASHINGTON,DC20001
KYLE RUEMPLER PROGRAM & OFFICE MAN
40.00 		85,106 12,000 0
650 MASSACHUSETTS AVENUE NW STE 600
WASHINGTON,DC20001
TIMOTHY BADMINGTON COMMUNICATIONS MANAG
40.00 		80,100 12,161 0
650 MASSACHUSETTS AVENUE NW STE 600
WASHINGTON,DC20001
SAM TEIGEN FINANCE MANAGER
40.00 		66,234 9,125 0
650 MASSACHUSETTS AVENUE NW STE 600
WASHINGTON,DC20001
Total number of other employees paid over $50,000...................right arrow 0
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
GOLDMAN SACHS ASSET MANAGEMENT PORTFOLIO ADVISORS 284,322
200 WEST STREET 39TH FLOOR
NEW YORK,NY10282
APERIO GROUP LLC INVESTMENT MANAGEMENT 163,372
3 HARBOR DRIVE SUITE 204
SAUSALITO,CA94965
PALMER FINANCIAL LLC ACCOUNTING CONSULTING 88,650
4905 DEL RAY AVENUE STE 503
BETHESDA,MD20814
FISCAL STRATEGIES 4 NONPROFITS LLC ACCOUNTING CONSULTING 62,662
5618 MCLEAN DRIVE
BETHESDA,MD20814
PKF O'CONNOR DAVIES LLP AUDIT AND TAX SERVICES 52,000
245 PARK AVENUE 12TH FLOOR
NEW YORK,NY10167
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION FACILITATES AND PROVIDES ONGOING MENTORING, PROFESSIONAL DEVELOPMENT AND ACADEMIC COLLABORATIONS FOR SCHOLARS AND ALUMNI OF THE FACULTY SCHOLARS PROGRAM TO IMPLEMENT THE GOALS OF THE GRANT-MAKING INITIATIVE. THIS IS CARRIED OUT PRINCIPALLY THROUGH ORGANIZING SEMI-ANNUAL MEETINGS WHERE SCHOLARS OBTAIN FEEDBACK ON THEIR RESEARCH AND MENTORING ON CAREER DEVELOPMENT AND LEADERSHIP SKILLS. THE FOUNDATION ALSO CONVENES AND FUNDS MEETINGS OF THE GREENWALL FACULTY SCHOLARS PROGRAM COMMITTEE TO OVERSEE THE PROGRAM. 617,393
2 THE WILLIAM C. STUBING MEMORIAL LECTURE WAS HELD IN PERSON AT COLUMBIA UNIVERSITY'S PULITZER HALL AND BROADCAST ONLINE ON NOVEMBER 14, 2023 AND FEATURED GARY BELKIN, MD, PHD, DIRECTOR OF THE BILLION MINDS PROJECT AND CHAIR OF COP2. MICHEL MARTIN, CO-HOST OF NPR'S MORNING EDITION AND CONTRIBUTOR TO PBS'S AMANPOUR & COMPANY, MODERATED THE DISCUSSION, TITLED "CAN MENTAL HEALTH SAVE THE WORLD?" MR. STUBING SERVED AS PRESIDENT OF THE FOUNDATION FOR 21 YEARS. THE LECTURE SERIES WAS CREATED IN HIS HONOR AND IS INTENDED TO REACH A BROAD PUBLIC AUDIENCE TO SHOW HOW ETHICS IMPACTS THEIR EVERYDAY LIVES. 40,474
3 THE GREENWALL FOUNDATION NAMED LISA HARRIS, MD, PHD, THE F. WALLACE AND JANET JEFFRIES COLLEGIATE PROFESSOR OF REPRODUCTIVE HEALTH, AND PROFESSOR AND ASSOCIATE CHAIR IN THE DEPARTMENT OF OBSTETRICS AND GYNECOLOGY AT UNIVERSITY OF MICHIGAN, AS THE RECIPIENT OF THE 2023 BERNARD LO, MD AWARD IN BIOETHICS. THE AWARD RECOGNIZED DR. HARRIS FOR FORGING CONNECTIONS ACROSS DIVISION THROUGH BIOETHICS. THE LO AWARD HONORS DR. LO'S SERVICE TO THE GREENWALL FOUNDATION AS ITS PRESIDENT & CEO (2012-2020) AND FOUNDING DIRECTOR OF THE FACULTY SCHOLARS PROGRAM. IT CONVEYS A CASH PRIZE OF $25,000. 51,740
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
99,204,949
b
Average of monthly cash balances.......................
1b
1,232,227
c
Fair market value of all other assets (see instructions)................
1c
38,847
d
Total (add lines 1a, b, and c).........................
1d
100,476,023
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
100,476,023
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,507,140
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
98,968,883
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,948,444
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
4,948,444
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,767
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,767
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,922,677
4
Recoveries of amounts treated as qualifying distributions................
4
23,693
5
Add lines 3 and 4............................
5
4,946,370
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
4,946,370
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
5,139,853
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,139,853
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 4,946,370
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 568,718
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,139,853
a Applied to 2022, but not more than line 2a 568,718
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 2023 distributable amount..... 4,571,135
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		375,235
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
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:
MISTI ANDERSON
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
(212) 679-7266
MANDERSON@GREENWALL.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WWW.GREENWALL.ORG
cAny submission deadlines:
SEE WWW.GREENWALL.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WWW.GREENWALL.ORG
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

ALASKA NATIVE TRIBAL HEALTH CONSORTIUM

4000 AMBASSADOR DRIVE
ANCHORAGE,AK99508 		N/A PC DEVELOPING STAKEHOLDER-ENGAGED ETHICAL GUIDANCE FOR PUBLIC HEALTH WASTEWATER SURVEILLANCE 68,607

AMERICAN ASSOCIATION FOR THE HISTORY OF MEDICINE INC

VCU BOX 980582
RICHMOND,VA23298 		N/A PC FOR THE "EXECUTIVE DIRECTOR FUND" IN HONOR OF KEITH WAILOO 5,000

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA
HOUSTON,TX77030 		N/A PC PHILOSOPHICAL BIOETHICS SEMINAR SERIES 73,047

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA SUITE 310DK
HOUSTON,TX77030 		N/A PC ADVANCING MATERNAL HEALTH EQUITY AMONG BLACK WOMEN IN THE UNITED STATES: CONSIDERATIONS FOR BIOETHICISTS 44,839

BOSTON COLLEGE SCHOOL OF SOCIAL WORK

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC MORAL DISTRESS AMONG OBSTETRICIANS AND GYNECOLOGISTS IN THE POST-ROE ERA 120,856

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		N/A PC AN ETHICS-INFORMED POLICY FOR URINE DRUG TESTING IN PREGNANCY: IMPACT ON PATIENTS AND PROVIDERS. 63,794

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453 		N/A PC TRUSTING BLACK WOMEN: EXPLORING IDENTITY, DECISION-MAKING, AND HISTORY 85,360

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		N/A PC 2023 GENERAL SUPPORT 7,352

CENTER FOR ENVIRONMENTAL TRANSFORMATION

1729 FERRY AVE
CAMDEN,NJ08104 		N/A PC IN HONOR OF KEITH WAILOO 7,500

CENTER FOR ETHICS EMORY UNIVERSITY

1531 DICKEY DRIVE
ATLANTA,GA30322 		N/A PC ASBH CONFERENCE STUDENT SPONSORSHIP PROGRAM 8,494

COUNCIL ON FOUNDATIONS

1828 L STREET NW
WASHINGTON DC,DC20036 		N/A PC 2023 GENERAL SUPPORT 6,500

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA022155450 		N/A PC DEVELOPING PRACTICAL GUIDANCE FOR INTEGRATING SUSTAINABILITY AND CONSERVATION ETHICS INTO CLINICAL DECISION-MAKING 181,862

EAST TRENTON COLLABORATIVE (SPONSOR URBAN PROMISE TRENTON)

601 N CLINTON AVE
TRENTON,NJ08638 		N/A PC IN HONOR OF KEITH WAILOO 7,500

FLY FISHERS INTERNATIONAL INC

5237 US HIGHWAY 89 SOUTH SUITE 11
LIVINGSTON,MT59047 		N/A PC IN HONOR OF EZEKIEL "ZEKE" SARAF TULSKY 1,000

GEORGETOWN UNIVERSITY

149 OLD N WAY
WASHINGTON DC,DC20007 		N/A PC ADDRESSING THE ROOTS OF DISABILITY HEALTH DISPARITIES 72,923

JOHNS HOPKINS BERMAN INSTITUTE OF BIOETHICS

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC BERMAN INSTITUTE PODCAST PROJECT 120,591

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC INSTITUTIONAL OBLIGATIONS FOR PRAGMATIC CLINICAL TRIALS: DEVELOPING A NORMATIVE ACCOUNT AND PRACTICAL GUIDANCE 51,662

JOHNS HOPKINS UNIVERSITY

3100 WYMAN PARK DRIVE
BALTIMORE,MD21211 		N/A PC POLICYMAKERS' UNMET DESIRE FOR BIOETHICISTS 50,000

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC BEYOND COERCION: AN ETHICAL FRAMEWORK FOR MANDATED SUBSTANCE USE TREATMENT 67,002

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC DILEMMAS OF HEALTH EQUITY IN GLOBAL HEALTH RESEARCH: A STUDY OF RESEARCH ON CLIMATE-SENSITIVE INFECTIOUS DISEASE 75,855

NEW YORK UNIVERSITY

227 EAST 30TH ST
NEW YORK,NY10016 		N/A PC IN SEARCH OF AN ETHICAL CONSTRAINT ON HOSPITAL REVENUE GENERATION 48,838

NEW YORK UNIVERSITY

227 EAST 30TH ST
NEW YORK,NY10016 		N/A PC EXPLORING DECISION-MAKING ABOUT PARTICIPATION IN AN INDUSTRY-SPONSORED IN VIVO GENE THERAPY CLINICAL TRIAL FOR FABRY DISEASE 169,077

PHILANTHROPY NY

1500 BROADWAY 7TH FLOOR
NEW YORK,NY10336 		N/A PC 2023 GENERAL SUPPORT 7,250

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

3229 DWINELLE HALL UC BERKELY
BERKELEY,CA94720 		N/A PC TROUBLING CONSCIENCE: AUTONOMY AND AUTHORITY IN RELIGIOUS HOSPITALS 109,042

THE HASTINGS CENTER

21 MALCOLM GORDON RD
GARRISON,NY10524 		N/A PC BIOETHICS IN COMMUNITY HEALTH: UNDERSTANDING ETHICAL CHALLENGES OF COMMUNITY HEALTH CENTERS 126,305

THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA

1001 N EMMET ST PO BOX 400195
CHARLOTTESVILLE,VA229044195 		N/A PC BIOETHICS IN MOVEMENT ADVOCACY 152,029

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

PO BOX 785541
PHILADELPHIA,PA191785541 		N/A PC AUTONOMY ON THE PRECIPICE OF COGNITIVE DECLINE 66,876

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

PO BOX 785541
PHILADELPHIA,PA191785541 		N/A PC NAVIGATING ETHICAL ISSUES IN MEDICAL VENTURE PHILANTHROPY 97,910

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

490 ILLINOIS STREET BOX 0962 4TH
FLOOR
SAN FRANCISCO,CA94143 		N/A PC HEALTHCARE DECISION-MAKING IN CALIFORNIA WOMENS PRISONS: HISTORICAL LEGACIES OF INJUSTICE AND MODERN REGULATORY CONSTRAINTS 89,617

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

BOX 0962 490 ILLINOIS ST 4TH FLOOR
SAN FRANCISCO,CA94143 		N/A PC POST-ROE INDIANA: AN ETHNOGRAPHY OF PATIENT TREATMENT DURING PREGNANCY LOSSES, TERMINATION, AND COMPLICATIONS 171,312

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL606375418 		N/A PC SIMULATING CRISIS STANDARDS OF CARE AND DEVELOPING AN EQUITABLE LIFE SUPPORT ALLOCATION PROTOCOL 123,862

UNIVERSITY OF COLORADO DENVER ANSCHUTZ MEDICAL CAMPUS

1635 AURORA CT
AURORA,CO80045 		N/A PC THE CHATBOT IS IN: ETHICS AND CONVERSATIONAL AI IN HEALTH CARE 62,314

UNIVERSITY OF COLORADO DENVER ANSCHUTZ MEDICAL CAMPUS

1635 AURORA CT
AURORA,CO80045 		N/A PC TRUSTING EACH OTHER: ENHANCING TRUST IN HEALTH CARE RELATIONSHIPS 93,894

UNIVERSITY OF IOWA

HAWKINS DRIVE
IOWA CITY,IA52242 		N/A PC STRENGTHENING GENETIC PRIVACY LAW THROUGH BIOETHICS 50,000

UNIVERSITY OF MASSACHUSETTS SYSTEM

225 FRANKLIN STREET
BOSTON,MA021102804 		N/A PC THE ETHICS OF WARFIGHTER ENHANCEMENT RESEARCH 35,917

UNIVERSITY OF NEBRASKA-LINCOLN

209 BENTON HALL
LINCOLN,NE685880623 		N/A PC WHO SHOULD BE TREATED? THE ETHICAL CHALLENGES OF ADMINISTERING OPIOID AGONIST TREATMENT (OAT) FOR PEOPLE WHO INJECT DRUGS DURING COVID-19 122,311

UNIVERSITY OF SOUTHERN CALIFORNIA

635 DOWNEY WAY
LOS ANGELES,CA90089 		N/A PC EVALUATING THE ROLE OF ETHICAL, MEDICAL, AND ECONOMIC CONSIDERATIONS IN THE SUSPENSION OF IN-PERSON VISITS TO LONG-TERM CARE RESIDENTS DURING A PANDEMIC 48,213

UNIVERSITY OF TORONTO

155 COLLEGE ST SUITE 130
TORONTO,ONTARIOM5T 1P8
CA 		N/A PC FROM TRANSPARENCY TO MORAL PERCEPTION: ANALYSIS OF CONFLICTS OF INTEREST ARISING FROM INDUSTRY PAYMENTS TO ADVANCED PRACTICE NURSES AND THEIR PRACTICE NETWORKS 112,056

UNIVERSITY OF UTAH

THE UNIVERSITY OF UTAH COLLEGE OF
NURSING ANNETTE POULSON CUMMING BUI
SALT LAKE CITY,UT841125880 		N/A PC PHYSICIAN AID-IN-DYING, SUFFERING, AND PSYCHIATRY 72,071

VITAL TALK

600 1ST AVE SUITE 500C
SEATTLE,WA98104 		N/A PC IN HONOR OF JAMES TULSKY 25,000

WASHINGTON UNIVERSITY

ONE BROOKINGS DRIVE
ST LOUIS,MO631104899 		N/A PC SHARING ELECTRONIC HEALTH INFORMATION WITH ADOLESCENTS AND PARENTS: EVALUATING THE ETHICAL AND PRACTICAL CHALLENGES 126,851

WASHINGTON UNIVERSITY

ONE BROOKINGS DRIVE
ST LOUIS,MO631104899 		N/A PC PROTECTING THE PUBLIC FROM BAD ACTORS IN MEDICINE: A POLICY CHANGE WORKSHOP FOR STATE MEDICAL BOARDS 49,172
Total .................................right arrow 3a 3,079,661
bApproved for future payment

BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX77030 		N/A PC PHILOSOPHICAL BIOETHICS SEMINAR SERIES 73,047

BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA SUITE 310DK
HOUSTON,TX77030 		N/A PC ADVANCING MATERNAL HEALTH EQUITY AMONG BLACK WOMEN IN THE UNITED STATES: CONSIDERATIONS FOR BIOETHICISTS 231,316

BOSTON COLLEGE SCHOOL OF SOCIAL WORK
140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		N/A PC MORAL DISTRESS AMONG OBSTETRICIANS AND GYNECOLOGISTS IN THE POST-ROE ERA 117,454

BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		N/A PC AN ETHICS-INFORMED POLICY FOR URINE DRUG TESTING IN PREGNANCY: IMPACT ON PATIENTS AND PROVIDERS. 175,788

BRANDEIS UNIVERSITY
415 SOUTH STREET
WALTHAM,MA02453 		N/A PC TRUSTING BLACK WOMEN: EXPLORING IDENTITY, DECISION-MAKING, AND HISTORY 132,267

GEORGETOWN UNIVERSITY
149 OLD N WAY
WASHINGTON DC,DC20007 		N/A PC ADDRESSING THE ROOTS OF DISABILITY HEALTH DISPARITIES 120,367

JOHNS HOPKINS BERMAN INSTITUTE OF BIOETHICS
1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC BERMAN INSTITUTE PODCAST PROJECT 161,420

JOHNS HOPKINS UNIVERSITY
1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC INSTITUTIONAL OBLIGATIONS FOR PRAGMATIC CLINICAL TRIALS: DEVELOPING A NORMATIVE ACCOUNT AND PRACTICAL GUIDANCE 158,085

JOHNS HOPKINS UNIVERSITY
733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC BEYOND COERCION: AN ETHICAL FRAMEWORK FOR MANDATED SUBSTANCE USE TREATMENT 350,698

NEW YORK UNIVERSITY
227 EAST 30TH STREET
NEW YORK,NY10016 		N/A PC IN SEARCH OF AN ETHICAL CONSTRAINT ON HOSPITAL REVENUE GENERATION 252,615

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
3229 DWINELLE HALL UC BERKELY
BERKELEY,CA94720 		N/A PC TROUBLING CONSCIENCE: AUTONOMY AND AUTHORITY IN RELIGIOUS HOSPITALS 54,883

THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
1001 N EMMET STREET PO BOX 400195
CHARLOTTESVILLE,VA229044195 		N/A PC BIOETHICS IN MOVEMENT ADVOCACY 77,100

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541
PHILADELPHIA,PA191785541 		N/A PC NAVIGATING ETHICAL ISSUES IN MEDICAL VENTURE PHILANTHROPY 151,754

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541
PHILADELPHIA,PA191785541 		N/A PC PROMOTING HIGH-QUALITY ETHICS REVIEW AND OVERSIGHT OF PSYCHEDELIC RESEARCH: LEARNING FROM INVESTIGATOR EXPERIENCE AND IRB PERSPECTIVES 219,082

UNIVERSITY OF CALIFORNIA SAN FRANCISCO
490 ILLINOIS STREET 4TH FLOOR
SAN FRANCISCO,CA94143 		N/A PC HEALTHCARE DECISION-MAKING IN CALIFORNIA WOMENS PRISONS: HISTORICAL LEGACIES OF INJUSTICE AND MODERN REGULATORY CONSTRAINTS 47,203

UNIVERSITY OF CALIFORNIA SAN FRANCISCO
BOX 0962 490 ILLINOIS ST 4TH FLOOR
SAN FRANCISCO,CA94143 		N/A PC POST-ROE INDIANA: AN ETHNOGRAPHY OF PATIENT TREATMENT DURING PREGNANCY LOSSES, TERMINATION, AND COMPLICATIONS 85,655

UNIVERSITY OF CHICAGO
5801 S ELLIS AVE
CHICAGO,IL606375418 		N/A PC SIMULATING CRISIS STANDARDS OF CARE AND DEVELOPING AN EQUITABLE LIFE SUPPORT ALLOCATION PROTOCOL 115,016

UNIVERSITY OF COLORADO ANSCHUTZ MEDICAL CAMPUS
1635 AURORA CT
AURORA,CO80045 		N/A PC TRUSTING EACH OTHER: ENHANCING TRUST IN HEALTH CARE RELATIONSHIPS 177,896

UNIVERSITY OF COLORADO DENVER ANSCHUTZ MEDICAL CAMPUS
1635 AURORA CT
AURORA,CO80045 		N/A PC ETHICAL CHALLENGES IN PHYSICIAN ADVOCACY AND ORGAN ALLOCATION POLICIES: ANALYSIS OF EXCEPTION LETTERS FOR HEART TRANSPLANTATION 274,706

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL
3009 OLD CLINIC BUILDING CAMPUS BOX
7570
CHAPEL HILL,NC27599 		N/A PC PRENATAL DIAGNOSIS IN THE POST-ROE ERA (PD-PRE) 260,273

UNIVERSITY OF TORONTO
155 COLLEGE STREET SUITE 130
TORONTO,ONTARIOM5T 1P8
CA 		N/A PC FROM TRANSPARENCY TO MORAL PERCEPTION: ANALYSIS OF CONFLICTS OF INTEREST ARISING FROM INDUSTRY PAYMENTS TO ADVANCED PRACTICE NURSES AND THEIR PRACTICE NETWORKS 51,624
Total ................................. right arrow 3b 3,288,249
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 ........... 		    14 38,567  
4 Dividends and interest from securities ....     14 2,202,744  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -177,303  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT REFUNDS 		    01 23,693  
bRENTAL INCOME     01 105,005  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,192,706 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,192,706
(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 (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

TY 2023 AccountingFeesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX PREPARATION FEES 54,000 0   54,000
ACCOUNTING FEES 188,693 0   189,277

TY 2023 InvestmentsCorpStockSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY CMN (MMM) 654.000 SHARES 71,495 71,495
A.P. MOLLER - MAERSK A/S ADR CMN (AMKBY) 1,000.000 SHARES 8,995 8,995
ABBOTT LABORATORIES CMN (ABT) 2,362.000 SHARES 259,985 259,985
ABBVIE INC CMN (ABBV) 594.000 SHARES 92,052 92,052
ACCENTURE PLC CMN CLASS A (ACN) 560.000 SHARES 196,510 196,510
ACCOLADE, INC. CMN (ACCD) 1,153.000 SHARES 13,848 13,848
ADIDAS AG ADR CMN (ADDYY) 182.000 SHARES 18,512 18,512
ADECCO GRP AG ADR CMN (AHEXY) 238.000 SHARES 5,835 5,835
ADOBE INC CMN (ADBE) 293.000 SHARES 174,804 174,804
ADVANCED MICRO DEVICES, INC. CMN (AMD) 1,106.000 SHARES 163,035 163,035
ADVANTEST CORPORATION SPONSORED ADR CMN (ATEYY) 269.000 SHARES 9,153 9,153
AEGON N V AMER REG ADR CMN (AEG) 3,052.000 SHARES 17,580 17,580
AENA SME SA ADR CMN (ANYYY) 1,730.000 SHARES 31,360 31,360
AEON CO., LTD ADR CMN (AONNY) 417.000 SHARES 9,320 9,320
AES CORP. CMN (AES) 1,271.000 SHARES 24,467 24,467
AFFIRM HOLDINGS, INC. CMS (AFRM) 8.000 SHARES 393 393
AGCO CORPORATION CMN (AGCO) 79.000 SHARES 9,591 9,591
AIA GROUP LIMITED SPONSORED ADR CMN SERIES (AAGIY) 1,847.000 SHARES 64,385 64,385
AIR LIQUIDE SA ADR CMN (AIQUY) 3,746.000 SHARES 145,757 145,757
AIR PRODUCTS & CHEMICALS INC CMN (APD) 110.000 SHARES 30,311 30,311
AJINOMOTO INC (ADR) ADR CMN (AJINY) 2,419.000 SHARES 93,342 93,342
AKAMAI TECHNOLOGIES, INC. CMN (AKAM) 281.000 SHARES 33,256 33,256
AKTIEBOLAGET ELECTROLUX ADR SPONSORED CL B (ELUXY) 585.000 SHARES 12,550 12,550
ALBEMARLE CORP CMN (ALB) 18.000 SHARES 2,635 2,635
ALCOA CORPORATION CMN (AA) 900.000 SHARES 30,600 30,600
ALIGNMENT HEALTHCARE INC CMN (ALHC) 1,184.000 SHARES 10,194 10,194
ALLIANZ SE ADR CMN (ALIZY) 1,340.000 SHARES 35,814 35,814
ALLSTATE CORPORATION COMMON STOCK (ALL) 88.000 SHARES 12,397 12,397
ALPHABET INC. CMN CLASS A (GOOGL) 4,798.000 SHARES 670,233 670,233
AMADEUS IT GROUP SA ADR CMN (AMADY) 844.000 SHARES 60,489 60,489
AMAZON.COM INC CMN (AMZN) 4,355.000 SHARES 661,699 661,699
AMERICAN EXPRESS CO. CMN (AXP) 463.000 SHARES 86,738 86,738
AMERICAN TOWER CORPORATION CMN (AMT) 245.000 SHARES 53,307 53,307
AMERICAN WATER WORKS CO, INC. CMN (AWK) 874.000 SHARES 115,359 115,359
AMERIPRISE FINANCIAL, INC. CMN (AMP) 41.000 SHARES 15,573 15,573
AMGEN INC. CMN (AMGN) 292.000 SHARES 84,102 84,102
ANALOG DEVICES, INC. CMN (ADI) 88.000 SHARES 17,473 17,473
ANGLO AMERICAN PLC SPONSORED ADR CMN (NGLOY) 2,906.000 SHARES 36,502 36,502
ANZ GROUP HOLDINGS LTD ADR CMN (ANZGY) 6,414.000 SHARES 117,480 117,480
APA CORP CMN (APA) 303.000 SHARES 10,872 10,872
APPLE INC. CMN (AAPL) 7,253.000 SHARES 1,396,516 1,396,516
APPLIED MATERIALS INC CMN (AMAT) 295.000 SHARES 47,811 47,811
APTIV PLC CMN (APTV) 93.000 SHARES 8,344 8,344
ARCELORMITTAL SA CMN (MT) 1,538.000 SHARES 43,664 43,664
ARCHER-DANIELS-MIDLAND COMPANY CMN (ADM) 911.000 SHARES 65,792 65,792
ARISTA NETWORKS, INC. CMN (ANET) 123.000 SHARES 28,968 28,968
ARKEMA FRANCE SPONSORED ADR CMN (ARKAY) 304.000 SHARES 34,589 34,589
ASCENDIS PHARMA A/S SPONSORED ADR CMN (ASND) 161.000 SHARES 20,278 20,278
ASHAI KASEI CORP ADR CMN (AHKSY) 3,843.000 SHARES 56,646 56,646
ASML HOLDING N.V. ADR CMN (ASML) 273.000 SHARES 206,639 206,639
ASPEN TECHNOLOGY, INC. CMN (AZPN) 46.000 SHARES 10,127 10,127
ASSICURAZIONI GENERALI SPA UNSPONSORED ADR CMN (ARZGY) 748.000 SHARES 7,893 7,893
ASSOCIATED BRITISH FOOD PLC ADR (NEW) (ASBFY) 370.000 SHARES 11,354 11,354
ASSURANT, INC. CMN (AIZ) 162.000 SHARES 27,295 27,295
ASSURED GUARANTY LTD. CMN (AGO) 466.000 SHARES 34,871 34,871
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN (AZN) 1,936.000 SHARES 130,390 130,390
AT&T INC. CMN (T) 3,630.000 SHARES 60,911 60,911
ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A (ATLKY) 3,996.000 SHARES 68,815 68,815
AUTODESK, INC. CMN (ADSK) 155.000 SHARES 37,739 37,739
AUTOMATIC DATA PROCESSING INC CMN (ADP) 163.000 SHARES 38,202 38,202
AVALONBAY COMMUNITIES INC CMN (AVB) 240.000 SHARES 45,329 45,329
AVERY DENNISON CORPORATION CMN (AVY) 128.000 SHARES 25,876 25,876
AVIDXCHANGE HOLDINGS, INC. CMN (AVDX) 1,925.000 SHARES 23,851 23,851
AVIVA PLC ADR CMN (AVVIY) 6,194.000 SHARES 68,648 68,648
AXA-UAP AMERICAN DEPOSITARY SHARES (AXAHY) 713.000 SHARES 23,227 23,227
AXON ENTERPRISE INC CMN (AXON) 121.000 SHARES 31,258 31,258
AZEK COMPANY INC. (THE) CMN (AZEK) 820.000 SHARES 31,365 31,365
BAKER HUGHES CO CMN (BKR) 823.000 SHARES 28,130 28,130
BANCO SANTANDER, S.A. SPON ADR (SAN) 10,197.000 SHARES 42,216 42,216
BANK OF AMERICA CORP CMN (BAC) 5,041.000 SHARES 169,730 169,730
BASF SE ADR SPONSORED ADR CMN USD0.7322 (BASFY) 2,920.000 SHARES 39,335 39,335
BAXTER INTERNATIONAL INC CMN (BAX) 0.000 SHARES 62 62
BAYER AG-SPONSORED ADR SPONSORED ADR CMN (BAYRY) 2,312.000 SHARES 21,472 21,472
BAYERISCHE MOTOREN WERKE AKTIE SPONSORED ADR CMN (BMWYY) 2,259.000 SHARES 83,829 83,829
BECTON, DICKINSON AND COMPANY CMN (BDX) 122.000 SHARES 29,747 29,747
BEST BUY CO INC CMN (BBY) 569.000 SHARES 44,948 44,948
BIOGEN INC. CMN (BIIB) 106.000 SHARES 27,430 27,430
BLACKLINE, INC. CMN (BL) 302.000 SHARES 18,857 18,857
BLACKROCK, INC. CMN (BLK) 53.000 SHARES 43,025 43,025
BLACKSTONE GROUP INC/THE CMN (BC) 78.000 SHARES 10,212 10,212
BLUEPRINT MEDICINES CORP CMN (BPMC) 181.000 SHARES 16,695 16,695
BNP PARIBAS SPONSORED ADR CMN (BNPQY) 730.000 SHARES 25,236 25,236
BOLIDEN AB (PUBL) UNSPONSORED ADR CMN (BDNNY) 94.000 SHARES 5,867 5,867
BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 179.000 SHARES 10,348 10,348
BP P.L.C. SPONSORED ADR CMN (BP) 218.000 SHARES 7,717 7,717
BRAMBLES LIMITED SPONSORED ADR CMN (BXBLY) 553.000 SHARES 10,264 10,264
BRENNTAG AG ADR CMN (BNTGY) 910.000 SHARES 16,731 16,731
BRIGHT HORIZONS FAMILY SOL INC CMN (BFAM) 417.000 SHARES 39,298 39,298
BRISTOL-MYERS SQUIBB COMPANY CMN (BMY) 728.000 SHARES 37,354 37,354
BROADCOM INC. CMN (AVGO) 256.000 SHARES 285,760 285,760
BUNGE LIMITED ORD CMN (BG) 341.000 SHARES 34,424 34,424
BURBERRY GROUP PLC SPONSORED ADR CMN (BURBY) 2,312.000 SHARES 42,157 42,157
BURLINGTON STORES INC CMN (BURL) 50.000 SHARES 9,724 9,724
CABLE ONE INC. CMN (CABO) 55.000 SHARES 30,612 30,612
CADENCE DESIGN SYSTEMS INC CMN (CDNS) 105.000 SHARES 28,599 28,599
CAIXABANK. S.A. ADR CMN (CAIXY) 10,812.000 SHARES 14,834 14,834
CAP GEMINI ADR CMN (CGEMY) 1,675.000 SHARES 69,849 69,849
CARDINAL HEALTH, INC. CMN (CAH) 217.000 SHARES 21,982 21,982
CARRIER GLOBAL CORPORATION CMN (CARR) 1,384.000 SHARES 79,774 79,774
CATERPILLAR INC (DELAWARE) CMN (CAT) 267.000 SHARES 78,944 78,944
CBRE GROUP, INC. CMN CLASS A (CBRE) 930.000 SHARES 86,574 86,574
CELLNEX TELECOM SA ADR CMN (CLLNY) 1,682.000 SHARES 33,129 33,129
CENTENE CORPORATION CMN (CNC) 131.000 SHARES 9,722 9,722
CF INDUSTRIES HOLDINGS, INC. CMN (CF) 264.000 SHARES 10,176 10,176
CHARLES RIV LABS INTL INC CMN (CRL) 59.000 SHARES 13,948 13,948
CHARLES SCHWAB CORPORATION CMN (SCHW) 264.000 SHARES 18,163 18,163
CHART INDUSTRIES, INC. CMN (GTLS) 8.000 SHARES 1,091 1,091
CHENIERE ENERGY, INC. CMN (LNG) 209.00 SHARES 35,678 35,678
CHEVRON CORPORATION CMN (CVX) 1,218.000 SHARES 132,752 132,752
CHOICE HOTELS INTERNATIONAL, I CMN (CHH) 28.000 SHARES 3,180 3,180
CIGNA GROUP/THE CMN (CI) 415.000 SHARES 124,272 124,272
CINTAS CORPORATION CMN (CTAS) 17.000 SHARES 10,245 10,245
CISCO SYSTEMS, INC. CMN (CSCO) 2,586.000 SHARES 130,645 130,645
CITIGROUP INC. CMN (C) 1,174.000 SHARES 60,391 60,391
CLOROX CO (THE) (DELAWARE) CMN (CLX) 368.000 SHARES 52,473 52,473
COCA-COLA COMPANY (THE) CMN (KO) 3,755.000 SHARES 221,282 221,282
COCA-COLA EUROPEAN PARTNERS PL CMN (CCEP) 943.000 SHARES 62,936 62,936
COCA-COLA HBC AG ADR CMN (CCHGY) 1,127.000 SHARES 33,116 33,116
COCHLEAR LIMITED UNSPONSORED ADR CMN (CHEOY) 142.000 SHARES 14,470 14,470
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) 352.000 SHARES 26,587 26,587
COLGATE-PALMOLIVE CO CMN (CL) 1,907.000 SHARES 152,007 152,007
COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 1,804.000 SHARES 79,105 79,105
COMFORT SYSTEMS USA INC COMMON STOCK (FIX) 101.000 SHARES 20,773 20,773
COMMERZBANK AKTIENGESELLSCHAFT SPONSORED ADR CMN (CRZBY) 385.000 SHARES 4,576 4,576
COMMONWEALTH BANK OF AUSTRALIA SPONSORED ADR CMN (CMWAY) 2,507.000 SHARES 191,252 191,252
COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR CMN (MGDDY) 3,071.000 SHARES 55,060 55,060
COMPASS GROUP PLC SPONSORED ADR CMN (CMPGY) 3,417.000 SHARES 93,479 93,479
CONOCOPHILLIPS CMN (COP) 1,151.000 SHARES 133,597 133,597
CONSOLIDATED EDISON INC CMN (ED) 260.000 SHARES 23,652 23,652
COSTCO WHOLESALE CORPORATION CMN (COST) 85.000 SHARES 57,382 57,382
CRH PLC SPON ADR ADR CMN (CRH) 2,516.000 SHARES 175,811 175,811
CSL LIMITED SPONSORED ADR CMN (CSLLY) 586.000 SHARES 57,310 57,310
CSX CORPORATION CMN (CSX) 1,360.000 SHARES 47,151 47,151
CTS CORPORATION CMN (CTS) 630.000 SHARES 27,581 27,581
CUMMINS INC COMMON STOCK (CMI) 142.000 SHARES 34,019 34,019
CVS HEALTH CORP CMN (CVS) 170.000 SHARES 13,423 13,423
CYBERARK SOFTWARE LTD. CMN (CYBR) 20.000 SHARES 4,381 4,381
DAI NIPPON PRINTING LTD SPONSORED ADR CMN (DNPLY) 3,138.000 SHARES 46,442 46,442
DAIICHI SANKYO CO LTD SPONSORED ADR CMN (DSNKY) 1,371.000 SHARES 37,655 37,655
DAIKIN INDUSTRIES, LTD. UNSPONSORED ADR CMN (DKILY) 2,030.000 SHARES 33,097 33,097
DAIWA HOUSE IND LTD (ADR) ADR CMN (DWAHY) 630.000 SHARES 19,090 19,090
DANAHER CORPORATION CMN (DHR) 780.000 SHARES 180,632 180,632
DANONE SPONSORED ADR CMN (DANOY) 8,435.000 SHARES 109,351 109,351
DARDEN RESTAURANTS, INC. CMN (DRI) 88.000 SHARES 14,458 14,458
DASSAULT SYSTEMES SPONSORED ADR CMN (DASTY) 397.000 SHARES 19,399 19,399
DECKERS OUTDOORS CORP CMN (DECK) 47.000 SHARES 31,416 31,416
DEERE & COMPANY CMN (DE) 54.000 SHARES 21,672 21,672
DELL TECHNOLOGIES INC. CMN (DELL) 266.000 SHARES 20,349 20,349
DELTA AIR LINES, INC. CMN (DAL) 225.000 SHARES 9,052 9,052
DEUTSCHE LUFTHANSA AG SPONSORED ADR CMN (DLAKY) 1,396.000 SHARES 12,410 12,410
DEUTSCHE POST AG SPONSORED ADR CMN (DPSGY) 1,243.000 SHARES 61,589 61,589
DEUTSCHE TKM ADR SPONSORED ADR CMN (DTEGY) 1,881.000 SHARES 45,193 45,193
DEVON ENERGY CORPORATION (NEW) CMN (DVN) 226.000 SHARES 10,238 10,238
DEXCOM, INC. CMN (DXCM) 53.000 SHARES 6,577 6,577
DIGITALBRIDGE GROUP, INC. CMN (DBRG) 1,238.000 SHARES 21,727 21,727
DIGITAL REALTY TRUST, INC. CMN (DLR) 152.000 SHARES 20,642 20,642
DNB BANK ASA SPONSORED ADR CMN (DNBBY) 2,087.000 SHARES 44,388 44,388
DSV PANALPINA A/S UNSPONSORED ADR CMN (DSDVY) 56.000 SHARES 4,919 4,919
DUPONT DE NEMOURS INC CMN (DD) 144.000 SHARES 11,078 11,078
DYNATRACE HOLDINGS LLC CMN (DT) 316.000 SHARES 17,282 17,282
EASTERN BANKSHARES INC CMN (EBC) 2,003.000 SHARES 28,443 28,443
EASTGROUP PROPERTIES INC CMN (EGP) 144.000 SHARES 26,613 26,613
EATON CORP PLC CMN (ETN) 301.000 SHARES 72,487 72,487
EBAY INC. CMN (EBAY) 860.000 SHARES 37,513 37,513
ECOLAB INC. CMN (ECL) 658.000 SHARES 130,922 130,922
EISAI CO LTD SPONS ADR SPONSORED ADR CMN (ESALY) 1,308.000 SHARES 16,357 16,357
ELEVANCE HEALTH INC CMN (ELV) 312.000 SHARES 147,127 147,127
ELI LILLY & CO CMN (LLY) 450.000 SHARES 262,314 262,314
EMBECTA CORP. CMN (EMBC) 1.000 SHARES 19 19
ENCOMPASS HEALTH CORPORATION CMN (EHC) 378.000 SHARES 25,277 25,277
ENI S.P.A SPON ADR SPONSORED ADR CMN (E) 218.000 SHARES 7,414 7,414
ENPHASE ENERGY, INC. CMN (ENPH) 78.000 SHARES 10,307 10,307
ENPRO INC CMN (NPO) 202.000 SHARES 31,661 31,661
ENTEGRIS, INC. CMN (ENTG) 81.000 SHARES 9,705 9,705
ENVESTNET, INC. CMN (ENV) 181.000 SHARES 8,963 8,963
EOG RESOURCES INC CMN (EOG) 348.000 SHARES 42,091 42,091
EPAM SYSTEMS, INC. CMN (EPAM) 8.000 SHARES 2,379 2,379
EPIROC AB ADR CMN (EPOKY) 437.000 SHARES 8,768 8,768
EQUINIX, INC. REIT (EQIX) 13.000 SHARES 10,470 10,470
EQUINOR ASA SPONSORED ADR CMN (EQNR) 2,273.000 SHARES 71,918 71,918
EQUITY COMMONWEALTH CMN (EQC) 834.000 SHARES 16,013 16,013
ESSENTIAL PROPERTIES REALTY TRUST, INC. CMN (EPRT) 820.000 SHARES 21,193 21,193
ESTEE LAUDER COS INC CL-A CMN CLASS A (EL) 69.000 SHARES 10,091 10,091
ETSY, INC. CMN (ETSY) 115.000 SHARES 9,321 9,321
EVERSOURCE ENERGY CMN (ES) 1,661.000 SHARES 102,517 102,517
EXELON CORPORATION CMN (EXC) 1,561.000 SHARES 56,040 56,040
EXPERIAN PLC SPONSORED ADR CMN (EXPGY) 280.000 SHARES 11,429 11,429
EXLSERVICE HOLDINGS, INC. CMN (EXCLS) 323.00 SHARES 9,965 9,965
EXXON MOBIL CORPORATION CMN (XOM) 1,252.000 SHARES 125,175 125,175
FAST RETAILING CO LTD UNSPONSORED ADR CMN (FRCOY) 2,430.000 SHARES 60,310 60,310
FEDERAL SIGNAL CORPORATION CMN (FSS) 572.000 SHARES 43,895 43,895
FIRSTENERGY CORP. CMN (FE) 945.000 SHARES 34,644 34,644
FIRST WATCH RESTAURANT GROUP, CMN (FWRG) 749.000 SHARES 15,055 15,055
FISERV, INC. CMN (FI) 57.000 SHARES 7,572 7,572
FMC CORPORATION CMN (FMC) 627.000 SHARES 39,896 39,896
FORD MOTOR COMPANY CMN (F) 598.000 SHARES 7,290 7,290
FORTESCUE METALS GROUP LTD SPONSORED ADR CMN (FSUGY) 276.000 SHARES 10,931 10,931
FRESNIUS MEDICAL CARE AG SPONSORED ADR CMN (FMS) 190.000 SHARES 3,958 3,958
FRESNIUSSE & CO. KGAA SPONSORED ADR CMN (FSNUY) 2,084.000 SHARES 16,155 16,155
FREEPORT-MCMORAN INC CMN (FCX) 321.000 SHARES 13,665 13,665
FUJIFILM HOLDINGS CORPORATION ADR CMN (FUJIY) 1,635.000 SHARES 98,265 98,265
FUJITSU LTD ADR (5 COM) ADR CMN (FJTSY) 1,920.000 SHARES 57,949 57,949
GAP INC CMN (GPS) 468.000 SHARES 9,786 9,786
GARTNER, INC. CMN (IT) 22.000 9,924 9,924
GEN DIGITAL INC CMN (GEN) 1,425.000 SHARES 32,519 32,519
GENERAL MILLS INC CMN (GIS) 303.000 SHARES 19,737 19,737
GENERAL MOTORS COMPANY CMN (GM) 1,382.000 SHARES 49,641 49,641
GENMAB A/S SPONSORED ADR CMN (GMAB) 360.000 SHARES 11,462 11,462
GENUINE PARTS CO. CMN (GPC) 182.000 SHARES 25,380 25,380
GILEAD SCIENCES CMN (GIL) 993.000 SHARES 80,443 80,443
GIVAUDAN SA ADR CMN (GVDNY) 600.000 SHARES 49,674 49,674
GRIFOLS S A ADR CMN (GRFS) 530.000 SHARES 6,127 6,127
GSK PLC ADR CMN (GSK) 1,279.000 SHARES 47,846 47,846
GXO LOGISTICS, INC. CMN (GXO) 2,079 2,079
H.B. FULLER COMPANY CMN (FUL) 412.000 SHARES 33,541 33,541
HANG SENG BANK LTD SPON ADR SPONSORED ADR CMN (HSNGY) 1,447.000 SHARES 16,872 16,872
HARTFORD FINANCIAL SRVS GROUP CMN (HIG) 2,496.00 SHARES 201,859 201,859
HASBRO, INC. CMN (HAS) 286.000 SHARES 14,603 14,603
HCA HEALTHCARE, INC CMN (HCA) 34.000 SHARES 9,203 9,203
HEALTHEQUITY, INC. CMN (HQY) 374.000 SHARES 24,796 24,796
HEIDELBERGCEMENT AG ADR CMN (HDELY) 1,435.000 SHARES 25,661 25,661
HENKEL AG AND CO. KGAA ADR REPSTG (HENKY) 344.000 SHARES 6,173 6,173
HERMES INTERNATIONAL UNSPONSORED ADR CMN (HESAY) 280.000 SHARES 59,349 59,349
HESS CORPORATION CMN (HES) 32.000 SHARES 4,613 4,613
HEXCEL CORPORATION (NEW) CMN (HXL) 41.000 SHARES 3,024 3,024
HILTON WORLDWIDE HOLDINGS INC. CMN (HLT) 1,091.000 SHARES 198,660 198,660
HOWMET AEROSPACE INC. CMN (HWM) 536.000 SHARES 29,008 29,008
HP INC. CMN (HPQ) 1,965.000 SHARES 59,668 59,668
HSBC HOLDINGS PLC SPONSORED ADR CMN (HSBC) 2,467.000 SHARES 100,012 100,012
HUSQVARNA AB SPONSORED ADR CMN (HSQVY) 1,918.000 SHARES 31,586 31,586
ILLINOIS TOOL WORKS CMN (ITW) 662.000 SHARES 174,331 174,331
ILLUMINA, INC CMN (ILMN) 140.000 SHARES 19,494 19,494
INARI MEDICAL INC CMN (NARI) 355.000 SHARES 23,047 23,047
INFINEON TECHNOLOGIES ADR CMN 1 ADR = 1 SHARE (IFNNY) 850.000 SHARES 35,493 35,493
INFINERA CORPORATION CMN (INFN) 3,366.000 SHARES 15,989 15,989
ING GROEP N.V. SPONS ADR SPONSORED ADR CMN (ING) 3,217.000 SHARES 48,319 48,319
INGEVITY CORPORATION CMN (NGVT) 500.000 SHARES 23,610 23,610
INPEX CORPORATION UNSPONSORED ADR CMN (IPXHY) 1,660.000 SHARES 22,425 22,425
INSULET CORPORATION CMN (PODD) 37.000 SHARES 8,028 8,028
INTEL CORPORATION CMN (INTC) 2,582.000 SHARES 129,746 129,746
INTERCONTINENTAL HOTELS GROUP SPONSORED ADR CMN (IHG) 148.000 SHARES 13,495 13,495
INTERPUBLIC GROUP COS CMN (IPG) 381.000 SHARES 12,436 12,436
INTESA SANPAOLO SPA SPONSORED ADR CMN (ISNPY) 1.000 SHARES 18 18
INTL BUSINESS MACHINES CORP CMN (IBM) 234.000 SHARES 38,271 38,271
INTL.FLAVORS & FRAGRANCE CMN (IFF) 494.000 SHARES 40,399 40,399
INTUIT INC CMN (INTU) 194.000 SHARES 121,256 121,256
INTUITIVE SURGICAL, INC. CMN (ISRG) 95.000 SHARES 32,049 32,049
IRON MOUNTAIN INCORPORATED CMN (IRM) 403.000 SHARES 28,464 28,464
IVECO GROUP N.V. CMN (IVGIM) 707.000 SHARES 6,359 6,359
JOHN BEAN TECHNOLOGIES CORPORA CMN (JBT) 36.000 SHARES 3,584 3,584
JOHNSON & JOHNSON CMN (JNJ) 2,053.000 SHARES 321,787 321,787
JOHNSON CONTROLS INTERNATIONAL CMN (JCI) 558.000 SHARES 32,318 32,318
JPMORGAN CHASE & CO CMN (JPM) 1,338.000 SHARES 227,594 227,594
JUNIPER NETWORKS, INC. CMN (JNPR) 350.000 SHARES 10,318 10,318
KADANT INCORPORATED CMN (KAI) 114.000 SHARES 31,955 31,955
KAO CORPORATION ADR CMN (KAOOY) 7,295.000 SHARES 60,023 60,023
KARUNA THERAPEUTICS, INC. CMN (KRTX) 75.000 SHARES 23,738 23,738
KBC GROUP NV UNSPONSORED ADR CMN (KBCSY) 1,302.000 SHARES 42,228 42,228
KERING ADR CMN (PPRUY) 620.000 SHARES 27,327 27,327
KEURING DR PEPPER INC CMN (KDP) 303.000 SHARES 10,096 10,096
KEYSIGHT TECHNOLOGIES, INC. CMN (KEYS) 341.000 SHARES 54,250 54,250
KIMBERLY-CLARK CORPORATION CMN (KMB) 521.000 SHARES 64,028 64,028
KINDER MORGAN INC CMN CLASS P (KMI) 2,694.000 SHARES 47,522 47,522
KLA CORP CMN (KLAC) 34.000 SHARES 19,764 19,764
KOMATSU LTD ADR (NEW) SPONSORED GDS CMN (KMTUY) 2,383.000 SHARES 62,339 62,339
KONE OYJ UNSPONSORED ADR CMN REPRESENTING B SHARES (FINLAND (KNYJY) 660.000 16,462 16,462
KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN (ADRNY) 1,856.000 SHARES 53,338 53,338
KONINKLIJKE PHILIPS N.V. ADR CMN (PHG) 1,483.000 SHARES 34,598 34,598
KROGER COMPANY CMN (KR) 1,865.000 SHARES 85,249 85,249
KUBOTA CORP ADR ADR CMN (KUBTY) 155.000 SHARES 11,668 11,668
KYOCERA CORP ADR SPONSORED ADR CMN (KYOCY) 252.000 SHARES 14,752 14,752
LAM RESEARCH CORPORATION CMN (LRCX) 94.000 SHARES 73,814 73,814
LEGRAND SA ADR CMN (LGRDY) 365.000 SHARES 7,588 7,588
LIFESTANCE HEALTH GROUP, INC. CMN (LFST) 1,298.000 SHARES 10,163 10,163
LINCOLN NATL.CORP.INC. CMN (LNC) 491.000 SHARES 13,242 13,242
LINDE PLC CMN (LIN) 356.000 SHARES 146,213 146,213
LITTELFUSE, INC. CMN (LFUS) 68.000 SHARES 18,194 18,194
LIXIL GROUP CORPORATION ADR CMN (JSGRY) 576.000 SHARES 14,386 14,386
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN (LYG) 10,279.000 SHARES 24,567 24,567
LOGITECH INTERNATIONAL S.A. ORD CMN (LOGI) 99.000 SHARES 9,411 9,411
LONZA GROUP AG UNSPONSORED ADR CMN (LZAGY) 210.000 SHARES 8,825 8,825
LOREAL CO (ADR) ADR CMN (LRLCY) 1,120.000 SHARES 111,511 111,511
LOWES COMPANIES INC CMN (LOW) 216.000 SHARES 48,071 48,071
LPL FINANCIAL HOLDINGS INC. CMN (LPLA) 49.00 SHARES 11,153 11,153
LULULEMON ATHLETICA INC. CMN (LULU) 20.000 SHARES 10,226 10,226
LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A (LYB) 42,025 42,025
MACQUARIE GROUP LIMITED ADR CMN (MQKBY) 106.000 SHARES 13,282 13,282
MARATHON PETROLEUM CORPORATION CMN (MPC) 528.000 SHARES 78,334 78,334
MARRIOTT INTERNATIONAL, INC CMN CLASS A (MAR) 361.000 SHARES 81,409 81,409
MASTERCARD INCORPORATED CMN CLASS A (MA) 573000 SHARES 244,390 244,390
MC DONALDS CORP CMN (MCD) 18.000 SHARES 5,337 5,337
MCKESSON CORPORATION CMN (MCK) 121.000 SHARES 56,096 56,096
MEDTRONIC PUBLIC LIMITED COMPA CMN (MDT) 1,063.000 SHARES 88,181 88,181
MERCK & CO., INC. CMN (MRK) 1,561.000 SHARES 171,382 171,382
MERCK KGAA SPONSORED ADR CMN (MKKGY) 535.000 SHARES 17,032 17,032
META PLATFORMS INC-CLASS A CMN CLASS A (META) 1,065.000 SHARES 376,967 376,967
METLIFE, INC. CMN (MET) 324.000 SHARES 21,426 21,426
MGIC INVESTMENT CORP COMMON STOCK (MTG) 1,883.000 SHARES 36,323 36,323
MICRON TECHNOLOGY, INC. CMN (MU) 630.000 SHARES 53,837 53,837
MICROSOFT CORPORATION CMN (MSFT) 3,941.000 SHARES 1,481,974 1,481,974
MITSUBISHI ESTATE LTD ADR ADR CMN (MITEY) 2,669.000 SHARES 36,784 36,784
MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN (MUFG) 1,356.000 SHARES 11,675 11,675
MIZUHO FINANCIAL GROUP, INC. SPONSORED ADR CMN (MFG) 2,235.000 SHARES 7,688 7,688
MODERNA, INC. CMN (MRNA) 71.000 SHARES 7,061 7,061
MONDELEZ INTERNATIONAL, INC. CMN (MDLX) 1,813.000 SHARES 132,086 132,086
MOODY'S CORPORATION CMN (MCO) 410.000 SHARES 160,130 160,130
MORGAN STANLEY CMN (MS) 106.000 SHARES 9,885 9,885
MOSAIC COMPANY (THE) CMN (MOS) 364.000 SHARES 13,006 13,006
MOTOROLA SOLUTIONS INC CMN (MSI) 103.000 SHARES 32,349 32,349
MUELLER WATER PRODUCTS, INC. CMN SERIES A (MWA) 2,430.000 SHARES 34,992 34,992
MUENCHENER RUECKVERSICHERUNGS - UNSPONSORED ADR CMN (MURGY) 300.000 SHARES 12,431 12,431
NASDAQ INC. CMN (NDAQ) 785.000 SHARES 45,640 45,640
NATIONAL AUSTRALIA BANK LIMITE SPONSORED ADR (NEW) (NABZY) 560.000 SHARES 5,865 5,865
NATIONAL GRID PLC SPONSORED ADR CMN (NGG) 984.000 SHARES 68,132 68,132
NATWEST GROUP PLC SPONSORED ADR CMN (NWG) 1,190.000 SHARES 6,700 6,700
NCR ATLEOS CORP CMON (NATL) 1,041.000 SHARES 25,286 25,286
NCR VOYIX CORP CMN (VYX) 1,349.000 SHARES 22,812 22,812
NEOGENOMICS, INC. CMN (NEO) 1,782.000 SHARES 28,833 28,833
NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) (NSRGY) 1,192.000 SHARES 138,100 138,100
NETAPP, INC. CMN (NTAP) 109.000 SHARES 9,609 9,609
NETFLIX, INC. CMN (NFLX) 168.000 SHARES 81,796 81,796
NEUROCRINE BIOSCIENCES, INC. CMN (NBIX) 145.000 SHARES 19,105 19,105
NEWMONT CORP CMN (NEM) 1,283.000 SHARES 53,103 53,103
NEXSTAR MEDIA GROUP INC CMN (NXST) 169.000 SHARES 26,491 26,491
NIDEC CORPORATION SPONSORED ADR (NJDCY) 284.000 SHARES 2,868 2,868
NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (NTTYY) 3,238.000 SHARES 98,934 98,934
NIPPON YUSEN KABUSHIKI KAISHA ADR CMN (NPNYY) 7,325.000 SHARES 45,422 45,422
NISSAN MOTOR CO LTD SPONSORED ADR (NSANY) 1,111.000 SHARES 8,704 8,704
NOKIA CORPORATION SPONSORED ADR CMN (NOK) 12,084.000 SHARES 41,327 41,327
NOMURA HOLDINGS, INC. SPONSORED ADR CMN (NMR) 4,935.000 SHARES 22,257 22,257
NORDEA BANK ABP SPONSORED ADR CMN (NRDBY) 1,999.000 SHARES 24,790 24,790
NORFOLK SOUTHERN CORP CMN (NSC) 487.000 SHARES 115,117 115,117
NORSK HYDRO ASA SPONSORED ADR CMN (NHYDY) 8,321.000 SHARES 56,042 56,042
NORTHENR TRUST CORP CMN (NTRS) 240.000 SHARES 20,431 20,431
NOVARTIS AG-ADR SPONSORED ADR CMN (NVS) 1,630.000 SHARES 164,581 164,581
NOVO-NORDISK A/S ADR ADR CMN (NVO) 1,767.000 SHARES 182,796 182,796
NVENT ELECTRIC PUBLIC LIMITED COMPANY (NVT) 204.000 SHARES 12,054 12,054
NVIDIA CORPORATION CMN (NVDA) 1,241.000 SHARES 614,568 614,568
NXP SEMICONDUCTORS N.V. CMN (NXPI) 186.000 SHARES 42,881 42,881
OCCIDENTAL PETROLEUM CORP CMN (OXY) 339.000 SHARES 20,303 20,303
OLYMPUS CORPORATION SPONSORED ADR CMN (OCPNY) 1,288.000 SHARES 18,643 18,643
OMNICOM GROUP CMN (OMC) 1,040.000 SHARES 90,698 90,698
OMRON CORP. SPONSORED ADR CMN (OMRNY) 809.000 SHARES 37,776 37,776
OMV AG SPON ADR SPONSORED ADR CMN (OMVKY) 304.000 SHARES 13,355 13,355
ON SEMICONDUCTOR CORPORATION CMN (ON) 512.000 SHARES 42,767 42,767
ONTO INNOVATION INC. CMN (ONTO) 317.000 SHARES 48,469 48,469
ORACLE CORPORATION CMN (ORCL) 488.000 SHARES 51,450 51,450
ORANGE ADR (ORAN) 398.000 SHARES 4,549 4,549
ORMAT TECHNOLOGIES, INC. CMN (ORA) 110 SHARES 8,337 8,337
ORKLA A.S. SPON ADR CMN CLASS A (ORKLY) 2,193.000 SHARES 17,024 17,024
ORSTED A/S ADR CMN (DNNGY) 1,620.000 SHARES 29,952 29,952
ORTHOPEDIATRICS CORP CMN (KIDS) 402.000 SHARES 13,069 13,069
OWENS CORNING CMN (OC) 596.000 SHARES 88,345 88,345
PACIFIC PREMIER BANCORP, INC CMN (PPBI) 707.000 SHARES 20,581 20,581
PALO ALTO NETWORKS INC. CMN (PANW) 77.000 SHARES 22,706 22,706
PANASONIC CORPORATION ADR CMN (PCRFY) 3,154.000 SHARES 31,244 31,244
PANDORA A/S SPONSORED ADR CMN (PANDY) 608.000 SHARES 21,019 21,019
PAYPAL HOLDINGS, INC. CMN (PYPL) 757.000 SHARES 46,487 46,487
PEARSON PLC SPON ADR SPONSORED ADR CMN (PSO) 1,845.000 SHARES 22,675 22,675
PEPSICO, INC. CMN (PEP) 1,481.000 SHARES 253,407 253,407
PETCO HEALTH AND WELLNESS COMP CMN (WOOF) 3,393.000 SHARES 10,722 10,722
PFIZER INC. CMN (PFE) 2,269.000 SHARES 65,325 65,325
PHREESIA INC CMN (PHR) 678.000 SHARES 15,696 15,696
PIONEER NATURAL RESOURCES CO CMN (PXD) 60,493 60,493
PNC FINANCIAL SERVICES GROUP, CMN (PNC) 374.000 SHARES 57,914 57,914
POWER INTEGRATIONS, INC. CMN (POWI) 196.000 SHARES 16,094 16,094
PPL CORPORATION CMN (PPL) 527.000 SHARES 14,408 14,408
PRIMERICA, INC. CMN (PRI) 70.000 SHARES 14,403 14,403
PROLOGIS INC CMN (PLD) 744.000 SHARES 99,175 99,175
PROSPERITY BANCSHARES, INC. CMN (PB) 222.000 SHARES 15,159 15,159
PROSUS NV SPONSORED ADR CMN (PROSY) 7,443.000 SHARES 44,375 44,375
PRUDENTIAL FINANCIAL INC CMN (PRU) 1,543.000 SHARES 160,025 160,025
PUBLICIS GROUPE S.A. SPONSORED ADR CMN (PUBGY) 3,252.000 SHARES 75,440 75,440
QBE INSURANCE GROUP LIMITED SPONSORED ADR CMN (QBIEY) 1,588.000 SHARES 16,048 16,048
QUALCOMM INC CMN (QCOM) 652.000 SHARES 94,299 94,299
RECKITT BENCKISER GROUP PLC SPONSORED ADR CMN (RBGLY) 1,125.000 SHARES 15,546 15,546
REGENCY CENTERS CORPORATION CMN (REG) 200.000 SHARES 13,534 13,534
REGENERON PHARMACEUTICAL INC CMN (REGN) 33.000 SHARES 28,984 28,984
REINSURANCE GROUP AMER INC CMN (RGA) 94.000 SHARES 15,207 15,207
RELX PLC SPONSORED ADR CMN (RELX) 2,508.000 SHARES 99,467 99,467
RENESAS ELECTRONICS CORPORATIO ADR CMN (RNECY) 3,358.000 SHARES 30,356 30,356
RENTOKIL INITIAL PLC ADR + SPONSORED ADR CMN (RTO) 421.000 SHARES 12,045 12,045
REPUBLIC SERVICES INC CMN (RSG) 305.000 SHARES 50,461 50,461
RESMED INC. CMN (RMD) 118.000 SHARES 20,298 20,298
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) (RHHBY) 2,128.000 SHARES 77,274 77,274
ROSS STORES,INC CMN (ROST) 57.000 SHARES 7,888 7,888
S&P GLOBAL INC. CMN (SPGI) 420.000 SHARES 185,018 185,018
SALESFORCE INC CMN (CRM) 630.000 SHARES 165,778 165,778
SANDOZ GROUP AG ADR CMN (SDZNY) 1.000 SHARES 32 32
SANOFI SPONSORED ADR CMN (SNY) 1,248.000 SHARES 62,063 62,063
SAP SE (SPON ADR) (SAP) 727.000 SHARES 112,387 112,387
SCHLUMBERGER LTD CMN (SLB) 1,003.000 SHARES 52,494 52,494
SEAGATE TECHNOLOGY HOLDIN PLC CMN (STX) 311.000 SHARES 26,713 26,713
SEKISUI HOUSE, LTD SPONSORED ADR CMN (SKHSY) 3,003.000 SHARES 66,715 66,715
SERVICENOW INC CMN (NOW) 83.000 SHARES 58,639 58,639
SEVEN & I HOLDINGS CO., LTD. UNSPONSORED ADR CMN (SVNDY) 2,302.000 SHARES 45,679 45,679
SEVERN TRENT PLC SPONSORED ADR CMN (STRNY) 477.000 SHARES 15,682 15,682
SHELL PLC SPONSORED ADR CMN (SHEL) 523.000 SHARES 34,413 34,413
SHIN-ETSU CHEMICAL CO., LTD. UNSPONSORED ADR CMN (SHECY) 2,860.000 SHARES 60,017 60,017
SHISEIDO CO., LTD. SPONSORED ADR CMN (SSDOY) 414.000 SHARES 12,486 12,486
SHOCKWAVE MEDICAL INC CMN (SWAV) 8.000 SHARES 1,524 1,524
SI-BONE, INC. CMN (SIBN) 705.000 SHARES 14,798 14,798
SINGAPORE AIRLINES LIMITED UNSPONSORED ADR CMN (SINGY) 1,806.000 SHARES 18,147 18,147
SITEONE LANDSCAPE SUPPLY, INC. CMN (SITE) 69.000 SHARES 11,213 11,213
SNAM S.P.A ADR CMN (SNMRY) 1,577.000 SHARES 16,218 16,218
SOCIETE GENERALE S.A. (ADR) SPONSORED ADR CMN (SCGLY) 7,910.000 SHARES 41,986 41,986
SODEXO SPONSORED ADR CMN (SDXAY) 1,075.000 SHARES 24,185 24,185
SOFTBANK GRP CORP UNSPONSORED ADR CMN (SFTBY) 284.000 SHARES 6,339 6,339
SONOVA HOLDING AG (THE) UNSPONSORED ADR CMN (SONVY) 140.000 SHARES 9,129 9,129
SONY GROUP CORPORATION SPONSORED ADR CMN (SONY) 1,246.000 SHARES 117,984 117,984
SOUTH32 LIMITED SPONSORED ADR CMN (SOUHY) 7,881.000 SHARES 89,536 89,536
SOUTHWEST AIRLINES CO CMN (LUV) 1,416.000 SHARES 41,149 41,149
SPROUTS FMRS MKT INC CMN (SFM) 283.000 SHARES 13,615 13,615
SPX TECHNOLOGIES INC CMN (SPXC) 488.000 SHARES 49,293 49,293
SSE PLC SPONSORED ADR CMN (SSEZY) 1,173.000 SHARES 27,753 27,753
STARBUCKS CORP. CMN (SBUX) 1,236.000 SHARES 118,668 118,668
STATE STREET CORPORATION (NEW) CMN (STT) 1,031.000 SHARES 80,573 80,573
STELLANTIS NV CMN (STLA) 2,046.000 SHARES 47,713 47,713
STMICROELECTRONICS NV ADR CMN (STM) 1,127.000 SHARES 56,497 56,497
SUMITOMO METAL MINING CO LTD ADR CMN (SMMYY) 2,680.000 SHARES 20,178 20,178
SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN (SMFG) 3,740.000 SHARES 36,203 36,203
SUMITOMO MITSUI TRUST HOLDINGS SPONSORED ADR CMN (SUTNY) 3,440.000 SHARES 12,981 12,981
SUNRUN INC. CMN (RUN) 661.000 SHARES 12,975 12,975
SUNTORY BEVERAGE & FOOD LTD ADR CMN (STBFY) 1,768.000 SHARES 29,158 29,158
SWEDBANK A B ADR CMN (SWDBY) 1,133.000 SHARES 22,856 22,856
SWIRE PACIFIC LTD SPON ADR CMN CLASS A (SWRAY) 1,486.000 SHARES 12,579 12,579
SWISS RE LTD SPONSORED ADR CMN (SSREY) 4,092.000 SHARES 114,936 114,936
SWISSCOM AMERICAN DEPOSITARY SHARES (SCMWY) 460.000 SHARES 27,655 27,655
SYSMEX CORPORATION ADR CMN (SSMXY) 1,560.000 SHARES 43,476 43,476
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN (TAK) 934.000 SHARES 13,328 13,328
TARGET CORPORATION CMN (TGT) 337.000 SHARES 47,996 47,996
TAYLOR MORRISON HOME CORP. CMN (TMHC) 717.000 SHARES 38,252 38,252
TDK CORPORATION (ADR) ADR (TTDKY) 281.000 SHARES 13,388 13,388
TECHTRONIC INDS LTD SPONSORED ADR CMN (TTNDY) 207.000 SHARES 12,333 12,333
TELECOM ITALIA SPA SPONSORED ADR CMN (TIIAY) 2,030.000 SHARES 6,598 6,598
TELEFONICA S.A. ADR SPONSORED ADR CMN (TEF) 11,618.000 SHARES 46,686 46,686
TERNA RETE ELETTRICA NAZIONAL ADR CMN (TEZNY) 1,624.000 SHARES 40,655 40,655
TESCO PLC SPONSORED ADR CMN (TSCDY) 1,016.000 SHARES 11,288 11,288
TESLA, INC. CMN (TSLA) 1,238.000 SHARES 307,618 307,618
TEXAS INSTRUMENTS INC. CMN (TXN) 401.000 SHARES 68,354 68,354
THE BANCORP INC CMN (TBBK) 969.000 SHARES 37,365 37,365
THE BANK OF NY MELLON CORP CMN (BK) 2,049.000 SHARES 106,650 106,650
THE HERSHEY COMPANY CMN (HSY) 180.000 SHARES 33,559 33,559
THE HOME DEPOT, INC. CMN (HD) 302.000 SHARES 104,658 104,658
THE PROGRESSIVE CORPORATION CMN (PGR) 288.000 SHARES 45,873 45,873
THERMO FISHER SCIENTIFIC INC CMN (TMO) 178.000 SHARES 94,543 94,543
TJX COMPANIES INC (NEW) CMN (TJX) 1,057.000 SHARES 99,157 99,157
TOKIO MARINE HOLDINGS, INC. ADR CMN (TKOMY) 165.000 SHARES 4,130 4,130
TOKYO ELECTRON LIMITED UNSPONSORED ADR CMN (TOELY) 924.000 SHARES 82,762 82,762
TOPBUILD CORP. CMN (BLD) 50.000 SHARES 18,713 18,713
TOPBUILD CORP. CMN (BLD) 102.000 SHARES 38,175 38,175
TOTALENERGIES SE SPONSORED ADR CMN (TTE) 1,335.000 SHARES 90,739 90,739
TOYOTA MOTOR CORPORATION SPON ADR (TM) 714.000 SHARES 130,933 130,933
TREEHOUSE FOODS, INC. CMN (THS) 715.000 SHARES 29,637 29,637
TYSON FOODS INC CL-A CMN CLASS A (TSN) 446.000 SHARES 23,973 23,973
U.S. BANCORP CMN (USB) 429.000 SHARES 18,777 18,777
UBER TECHNOLOGIES, INC. CMN (UBER) 1,006.000 61,939 61,939
UBS GROUP AG CMN (UBS) 2,317.000 SHARES 71,595 71,595
UGI CORPORATION (HOLDING CO) CMN (UGI) 0.000 SHARES 131 131
UMB FINANCIAL CORP CMN (UMBF) 152.000 SHARES 12,758 12,758
UNICREDIT, SOCIETA PER AZIONI ADR (UNCRY) 1,932.000 SHARES 26,213 26,213
UNILEVER PLC (NEW) SPONSORED ADR CMN (UL) 1,448.000 SHARES 70,199 70,199
UNION PACIFIC CORP. CMN (UNP) 386.000 SHARES 94,809 94,809
UNITED PARCEL SERVICE, INC. CLASS B (UPS) 54.000 SHARES 8,490 8,490
UNITED RENTALS, INC. CMN (URI) 88.000 SHARES 50,461 50,461
UNITEDHEALTH GROUP INCORPORATE CMN (UNH) 275.000 SHARES 144,779 144,779
VALMONT INDUSTRIES INC CMN (VMI) 78.000 SHARES 18,261 18,261
VENTAS, INC. CMN (VTR) 900.000 SHARES 45,261 45,261
VEOLIA ENVIRONNEMENT SPONSORED ADR CMN (VEOEY) 776.000 SHARES 12,241 12,241
VERALTO CORPORATION CMN (VLTO) 4.000 SHARES 329 329
VERISK ANALYTICS, INC. CMN (VRSK) 658.000 SHARES 157,170 157,170
VERIZON COMMUNICATIONS, INC. CMN (VZ) 2,237.000 SHARES 84,335 84,335
VERTEX PHARMACEUTICALS INCORPO CMN (VRTX) 120.000 SHARES 48,827 48,827
VESTAS WIND SYSTEMS A/S ADR CMN (VWDRY) 3,048.000 SHARES 32,263 32,263
VF CORP CMN (VFC) 1,030.000 SHARES 19,364 19,364
VISA INC. CMN CLASS A (V) 1,075.000 SHARES 279,876 279,876
VODAFONE GROUP PLC ADR CMN (VOD) 1,097.000 SHARES 10,325 10,325
VOLVO AB ADR CMN (VLVLY) 2,625.000 SHARES 68,166 68,166
VONOVIA SE ADR CMN (VONOY) 2,556.000 SHARES 40,290 40,290
W.W. GRAINGER INC CMN (GWW) 81.000 SHARES 67,124 67,124
WALGREENS BOOTS ALLIANCE, INC. CMN (WBA) 352.000 SHARES 9,191 9,191
WALMART INC CMN (WMT) 250.000 SHARES 39,555 39,555
WALT DISNEY COMPANY (THE) CMN (DIS) 627.000 SHARES 56,768 56,768
WASTE MANAGEMENT INC CMN (WM) 640.000 SHARES 114,624 114,624
WELLS FARGO & CO (NEW) CMN (WFC) 990.000 SHARES 48,728 48,728
WELLTOWER, INC. CMN (WELL) 133.000 SHARES 11,993 11,993
WESTERN DIGITAL CORPORATION CMN (WDC) 268.000 SHARES 14,035 14,035
WEX INC. CMN (WEX) 149.000 SHARES 28,988 28,988
WEYERHAEUSER COMPANY CMN (WY) 2,561.000 SHARES 89,046 89,046
WILLIAMS-SONOMA, INC. CMN (WSM) 68.000 SHARES 13,721 13,721
WOLTERS KLUWER N.V. SPONSORED ADR CMN (WTKWY) 27.000 SHARES 3,839 3,839
WOODSIDE PETROLEUM SPONS ADR (NEW) (WDS) 4,518.000 SHARES 95,285 95,285
WOODWARD INC CMN (WWD) 140.000 SHARES 19,058 19,058
WORKIVA INC. CMN (WK) 272.000 SHARES 27,616 27,616
WPP PLC ADR CMN (WPP) 296.000 SHARES 14,081 14,081
WSFS FINANCIAL CORP CMN (WSFS) 416.000 SHARES 19,107 19,107
WYNDHAM HOTELS & RESORTS, INC. CMN (WH) 219.000 SHARES 17,610 17,610
XYLEM INC. CMN (XYL) 382.000 SHARES 43,686 43,686
YAMAHA CORPORATION SPONSORED ADR CMN (YAMCY) 657.000 SHARES 15,179 15,179
YARA INTERNATIONAL ASA SPONSORED ADR CMN (YARIY) 1,612.000 SHARES 28,666 28,666
YASKAWA ELECTRIC CORP ADR CMN (TASKY) 202.000 SHARES 16,879 16,879
YUM BRANDS, INC. CMN (YUM) 456.000 SHARES 59,581 59,581
Z HOLDINGS CORPORATION ADR CMN (YAHOY) 1,433.000 SHARES 10,159 10,159
ZALANDO SE ADR CMN (ZLNDY) 1,852.000 SHARES 21,941 21,941
ZURICH INS GROUP LTD SPONSORED ADR CMN (ZURVY) 1,150.000 SHARES 60,066 60,066
ZURN ELKAY WATER SOLUTIONS COR CMN (ZWS) 679.000 SHARES 19,969 19,969

TY 2023 InvestmentsOtherSchedule2
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TIAA-CREF CORE IMPACT BOND FUND INSTITUTIONAL 1,749,201.864 QTY FMV 15,760,309 15,760,309
RBC BLUEBAY HIGH YIELD BOND FUND I 507,967.927 QTY FMV 4,978,086 4,978,086
CALVERT HIGH YIELD BOND FUND 205,490.234 QTY FMV 4,954,370 4,954,370
ISHARES S&P 500 INDEX FUND (BSPGX) 35,499.223 QTY FMV 19,838,383 19,838,383
MULTI-MANAGER US SMALL CAP EQUITY FUND (MMSMX) 228,943.245 QTY FMV 3,115,918 3,115,918
BOSTON TRUST WALDEN SMALL CAP FUND (BOSOX) 90,415.754 QTY FMV 1,536,164 1,536,164
MULTI-MANAGER INTERNATIONAL EQUITY FUND (MMITX) 571,746.266 QTY FMV 8,027,318 8,027,318
RBC EMERGING MARKETS FUND INST (REEIX) 149,162.645 QTY FMV 1,866,025 1,866,025
APTITUDE PARTNERS LTD FMV 9,675,721 9,675,721
VINTAGE VIII OFFSHORE SCSP FMV 2,056,221 2,056,221
VINTAGE IX A OFFSHORE SCSP FMV 479,565 479,565
PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP FMV 767,294 767,294
PRIVATE CREDIT MANAGERS III OFFSHORE, LP FMV 1,851,505 1,851,505
PRIVATE CREDIT MANAGERS IV OFFSHORE LP FMV 569,560 569,560
BLACK EQUITY OPPORTUNITIES OFFSHORE LP FMV 21,979 21,979

TY 2023 LegalFeesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 11,035 0   12,053


TY 2023 OtherAssetsSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 38,847 38,847 38,847
RIGHT OF USE ASSET - OPERATING LEASE 277,951 145,129 145,129


TY 2023 OtherDecreasesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Amount
DEFERRED EXCISE TAX EXPENSE 193,174


TY 2023 OtherExpensesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM DEVELOPMENT 83,756 0   88,886
LECTURES 33,672 0   33,672
PROGRAM MEETING EXPENSES 145,157 0   145,269
COMMUNICATIONS AND POSTAGE 4,536 0   4,891
INSURANCE 9,047 4,721   4,326
LO AWARD 43,621 0   38,743
BOARD/COMMITTEE EXPENSES 18,352 33   14,153
OTHER OFFICE EXPENSES 23,515 0   23,956
PARTNERSHIP EXPENSES 0 13,614   0


TY 2023 OtherIncomeSchedule2
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME FROM K-1 ACTIVITIES   37  
GRANT REFUNDS 23,693   23,693
RENTAL INCOME 105,005 105,005 105,005


TY 2023 OtherIncreasesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Amount
UNREALIZED GAIN ON INVESTMENTS 13,861,125


TY 2023 OtherLiabilitiesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX LIABILITY 65,948 259,122
FEDERAL EXCISE TAX LIABILITY 1,841 12,543
DEFERRED RENTAL INCOME 8,743 8,743
LEASE PAYABLE 293,187 153,051


TY 2023 OtherProfessionalFeesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 446,694 446,694   0
COMMUNICATION CONSULTANT 26,038 0   26,038
IT CONSULTANT 17,296 0   16,083
PEO CONSULTANT 19,886 0   19,887
OTHER CONSULTING 4,125 0   1,250


TY 2023 TaxesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 24,202 0   0