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

56-0611550
B Telephone number (see instructions)

(336) 379-8600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$545,245,316J 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) 1,967,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 16,813 16,813  
4 Dividends and interest from securities... 7,805,748 7,738,508  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,877,617
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 15,862,205
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
18,760,626 2,555,602  
12 Total. Add lines 1 through 11........ 44,427,804 26,173,128  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,151,233 0   2,151,233
14 Other employee salaries and wages...... 1,203,609 0   1,203,609
15 Pension plans, employee benefits....... 70,872 0   876,002
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
40,511 0   40,511
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
73,758 0   73,758
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
443,412 7,366,132   446,028
17 Interest............... 4 0   4
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
437,946 0   130,670
19 Depreciation (attach schedule) and depletion... 32,340 0  
20 Occupancy.............. 35,028 0   35,028
21 Travel, conferences, and meetings....... 89,559 0   82,437
22 Printing and publications.......... 1,574 0   1,574
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
504,259 0   494,288
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,084,105 7,366,132   5,535,142
25 Contributions, gifts, grants paid....... 19,067,528 22,769,293
26 Total expenses and disbursements. Add lines 24 and 25 24,151,633 7,366,132   28,304,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,276,171
b Net investment income (if negative, enter -0-) 18,806,996
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............. 396,942 352,926 352,926
2 Savings and temporary cash investments......... 655,093 115,217 115,217
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.......... 298,428 291,337 291,337
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 515,902,008 Click to see attachment
List of Attached Documents:
// Content
544,068,096 		544,068,096
14 Land, buildings, and equipment: basis right arrow1,191,565
Less: accumulated depreciation (attach schedule) right arrow1,102,514 105,716 89,051 89,051
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
415,831 		Click to see attachment
List of Attached Documents:
// Content
328,689 		Click to see attachment
List of Attached Documents:
// Content
328,689
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 517,774,018 545,245,316 545,245,316
Liabilities 17 Accounts payable and accrued expenses.......... 16,728,113 15,283,884
18 Grants payable................. 8,911,509 16,784,048
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
1,989,849 		Click to see attachment
List of Attached Documents:
// Content
2,756,666
23 Total liabilities (add lines 17 through 22)......... 27,629,471 34,824,598
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........... 490,144,547 510,420,718
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)..... 490,144,547 510,420,718
30 Total liabilities and net assets/fund balances (see instructions). 517,774,018 545,245,316
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
490,144,547
2
Enter amount from Part I, line 27a .....................
2
20,276,171
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
510,420,718
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
510,420,718
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 MOORINGS CAPITAL LLC (ST - GROSS) P    
b MOORINGS CAPITAL LLC (LT - GROSS) P    
c UBI SHORT-TERM CAPITAL LOSS P    
d UBI LONG-TERM CAPITAL GAIN P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       3,189,354
b       12,688,263
c       6,625
d       -22,037
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,189,354
b       12,688,263
c       6,625
d       -22,037
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,862,205
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) 1 261,417
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........................... 3 261,417
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- ..... 5 261,417
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 147,865
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 105,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 252,865
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 8,552
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC, CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SRF.ORG
14
The books are in care ofright arrowROSS HEMPHILL Telephone no.right arrow (336) 379-8600

Located atright arrow701 GREEN VALLEY ROAD SUITE 306GREENSBORONC ZIP+4right arrow274087096
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
Yes
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PL RICHARDSON CHAIRMAN OF THE TRUSTEES, PRESIDENT
50.00 		744,530 349,265 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
213035 SHOWN IN COL D WAS NOT N/A
0.00 		0 0 0
PAID TO MR RICHARDSON IN CY THIS IS
UNVESTED RETIREMENT BENEFIT ACCR
GREENSBORO,NC27408
MR RICHARDSON'S SUPPLEMENTAL N/A
0.00 		0 0 0
RETIREMENT BENEFITS ARE BEING
ACCRUED OVER HIS EXPECTED 37 YR WIT
GREENSBORO,NC27408
DR MARIN STRMECKI SENIOR VP, DIRECTOR OF PROGRAMS
50.00 		677,536 119,284 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
KARLA FRANK ASSISTANT SECRETARY
40.00 		182,388 70,427 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
ROSS HEMPHILL SENIOR VP, CFO, INVESTMENT CMT
48.00 		191,839 126,602 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
WWINBURNE KING III VICE CHAIR. OF THE TRUSTEES, INVST CMT
40.00 		74,940 81,077 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
DR ARVID R NELSON TRUSTEE, SECRETARY, AUDIT CMT. CHAIRMA
22.00 		80,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
MICHAEL BLAIR TRUSTEE, AUDIT & COMPENSATION CMT.
1.00 		40,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
JOHN P RICHARDSON JR TRUSTEE & AUDIT COMMITTEE
1.00 		40,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
NICOLAS L RICHARDSON TRUSTEE, INVESTMENT CMT., GRANTS CMT
1.00 		40,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
TYLER B RICHARDSON TRUSTEE, GRANTS ADV. CMT & INVESTMENT
1.00 		40,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
E WILLIAM STETSON III TRUSTEE & GRANTS COMMITTEE
1.00 		40,000 0 0
701 GREEN VALLEY ROAD STE 306
GREENSBORO,NC27408
THE ABOVE COMPENSATION SHOWS THE N/A
0.00 		0 0 0
NET AMOUNT ADJ BY 1369113 OF
REIMBURSED EXPENSES FROM MOORINGS C
GREENSBORO,NC27408
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ALLAN SONG SR PROGRAM OFFICER
37.50 		270,142 114,297 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
MARK STEINMEYER SR PROGRAM OFFICER
37.50 		264,636 76,147 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
CHRISTOPHER GRIFFIN SR PROGRAM OFFICER
37.50 		217,367 112,988 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
MCKINLEY JOHNSON SR PORTFOLIO ACCOUNT
37.50 		144,367 88,075 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
DAWN CARD EXECUTIVE ASSISTANT
37.50 		136,779 68,669 0
701 GREEN VALLEY RD
GREENSBORO,NC27408
Total number of other employees paid over $50,000...................right arrow 6
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
INTELLIGENT TECHNOLOGIES INC COMPUTER CONSULTANTS 129,807
12 OAK BRANCH DRIVE
GREENSBORO,NC27407
H SMITH RICHARDSON TESTAMENTARY TRUST ACCOUNTING SERVICES 123,495
701 GREEN VALLEY RD STE 306
GREENSBORO,NC27408
RSM US LLP AUDIT AND TAX SERVICES 113,428
230 NORTH ELM STREET
GREENSBORO,NC27401
KORN FERRY HAY GROUP CONSULTANTS 55,290
33 SOUTH 6TH ST 4900
MINNEAPOLIS,MN55485
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
527,492,768
b
Average of monthly cash balances.......................
1b
2,360,715
c
Fair market value of all other assets (see instructions)................
1c
341,490
d
Total (add lines 1a, b, and c).........................
1d
530,194,973
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
530,194,973
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,952,925
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
522,242,048
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
26,112,102
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
26,112,102
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
261,417
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
261,417
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
25,850,685
4
Recoveries of amounts treated as qualifying distributions................
4
487,567
5
Add lines 3 and 4............................
5
26,338,252
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
26,338,252
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
28,304,435
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
7,722
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
28,312,157
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 26,338,252
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 25,261,431
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$ 28,312,157
a Applied to 2022, but not more than line 2a 25,261,431
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
1,967,000
d Applied to 2023 distributable amount..... 1,083,726
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 1,967,000
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		25,254,526
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) ....... 		1,967,000
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:
PETER L RICHARDSON PRESIDENT
SMITH RICHARDSON FOUNDATION INC 60
JESUP ROAD
WESTPORT,CT06880
(203) 222-6222
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN PROPOSAL ALONG WITH A COPY OF IRS EXEMPTION LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALTHOUGH THE MISSION OF THE FOUNDATION IS TO SUPPORT PUBLIC POLICY RESEARCH, IT MAKES SMALL GRANTS TO ORGANIZATIONS IN NORTH CAROLINA AND CONNECTICUT THAT PROVIDE INNOVATIVE SERVICES FOR DISADVANTAGED CHILDREN AND FAMILIES. HOWEVER, SUCH GRANTS ARE CUSTOMARILY SOLICITED BY THE FOUNDATION'S GOVERNORS. THEY ARE NOT RENEWABLE. DIRECT SERVICE ORGANIZATIONS LOCATED OUTSIDE THESE TWO STATES, AS WELL AS NATIONAL DIRECT SERVICE CHARITIES, WILL NOT BE CONSIDERED FOR SUPPORT BY THE DIRECT SERVICE GRANTS PROGRAM.
Form 990-PF (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

A WIDER CIRCLE

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

AMERICA ABROAD MEDIA

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

AMERICA ABROAD MEDIA

1701 PENNSYLVANIA AVE NW SUITE 300
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 100,000

AMERICAN ACADEMY FOR STRATEGIC EDUCATION

2000 M ST NW SUITE 760
WASHINGTON,DC20036 		  PF GENERAL OPERATING SUPPORT 275,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 20,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 319,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 200,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 150,000

AMERICAN FOREIGN POLICY COUNCIL

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

AMERICAN FOREIGN POLICY COUNCIL

509 C STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 127,050

AMERICAN FOREIGN POLICY COUNCIL

509 C STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 110,000

AMERICAN INSTITUTES FOR RESEARCH

1000 THOMAS JEFFERSON ST NW SUITE
400
WASHINGTON,DC20007 		  PC GENERAL OPERATING SUPPORT 229,999

AMERICAN SADDLE HORSE MUSEUM ASSOCIATION INC

4083 IRON WORKS PARKWAY
LEXINGTON,KY40511 		  PC GENERAL OPERATING SUPPORT 2,000

AMERICAN UNIVERSITY

4801 MASSACHUSETTS AVE NW SUITE 312
WASHINGTON,DC20016 		  PC GENERAL OPERATING SUPPORT 100,000

AMERICARES FOUNDATION INC

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

AREI INC

PO BOX 7784
ASPEN,CO81612 		  PC GENERAL OPERATING SUPPORT 10,000

ARIZONA STATE UNIVERSITY

PO BOX 876011
TEMPE,AZ85280 		  GOV GENERAL OPERATING SUPPORT 60,000

ASIA SOCIETY

725 PARK AVENUE
NEW YORK,NY10021 		  PC GENERAL OPERATING SUPPORT 250,000

ASPETUCK LAND TRUST INC

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

ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC

1344 DISC DRIVE 3091
SPARKS,NV85280 		  PC GENERAL OPERATING SUPPORT 45,000

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 141,515

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 175,000

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

ATLANTIC COUNCIL OF THE UNITED STATES INC

1030 15TH STREET NW 12 FLOOR
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 25,000

BELLWETHER EDUCATION PARTNERS

517 BOSTON POST ROAD UNIT 171
SUDBURY,MA01776 		  PC GENERAL OPERATING SUPPORT 150,000

BEAUFORT HISTORICAL ASSOCIATION INC

150 TURNER STREET
BEAUFORT,NC28516 		  PC GENERAL OPERATING SUPPORT 10,000

BISHOP JOHN T WALKER SCHOOL FOR BOYS

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

BOSTON UNIVERSITY

881 COMMONWEALTH AVE
BOSTON,MA02215 		  PC GENERAL OPERATING SUPPORT 75,765

BOYS AND GIRLS CLUBS OF THE COASTAL PLAINS INC

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

BRAIN & BEHAVIOR RESEARCH FOUNDATION

747 THIRD AVE 33RD FLOOR
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 15,000

BRIAN GIBBONS HOMELESS OUTREACH INC

227 PORTER HILL ROAD
MIDDLEBURY,CT06762 		  PC GENERAL OPERATING SUPPORT 10,000

BRIDGEPORT HOSPITAL FOUNDATION INC

267 GRANT STREET
BRIDGEPORT,CT06610 		  PC GENERAL OPERATING SUPPORT 15,000

BRIDGEPORT HOSPITAL FOUNDATION INC

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

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 150,000

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 135,659

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 100,000

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 175,000

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 75,373

BROWN UNIVERSITY

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

CAPE FEAR COMMUNITY COLLEGE FOUNDATION INC

411 N FRONT STREET
WILMINGTON,NC28401 		  PC GENERAL OPERATING SUPPORT 1,000

CARNIEGE ENDOWMENT FOR INTERNATIONAL PEACE

1779 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 100,000

CARTERET COMMUNITY FOUNDATION INC

3737 GLENWOOD AVE STE 460
RALEIGH,NC27612 		  PC GENERAL OPERATING SUPPORT 10,000

CASIS ELEMENTARY PTA

2170 EXPOSITION BLVD
AUSTIN,TX78703 		  PC GENERAL OPERATING SUPPORT 7,000

CATHOLIC ACADEMY OF BRIDGEPORT

63 PEQUONNOCK STREET
BRIDGEPORT,CT06604 		  PC GENERAL OPERATING SUPPORT 50,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC

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

CENTER FOR A NEW AMERICAN SECURITY

1152 15TH STREET NW
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 169,103

CENTER FOR A NEW AMERICAN SECURITY

1153 15TH STREET NW
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 200,000

CENTER FOR ADVANCED DEFENSE STUDIES INC

1201 EYE ST NW STE 200
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 250,000

CENTER FOR CREATIVE LEADERSHIP

ONE LEADERSHIP PLACE
GREENSBORO,NC27410 		  PC GENERAL OPERATING SUPPORT 25,000

CENTER FOR CREATIVE LEADERSHIP

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

CENTER FOR EUROPEAN POLICY ANALYSIS

1275 PENNSYLVANIA AVE NW
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 200,000

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS

1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 50,000

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS

1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 150,000

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS

1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 150,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 87,068

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 258,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

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

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 74,701

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 126,500

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC

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

CENTER FOR URBAN FAMILIES INC

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

CHAPEL & YORK U S FOUNDATION

1350 AVENUE OF THE AMERICAS FLOOR 2
SUITE 266
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 98,324

CHECKERBOARD FOUNDATION INC

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

CHECKERBOARD FOUNDATION INC

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

CHILDREN OF FALLEN PATRIOTS

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

CHILDREN OF FALLEN PATRIOTS

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

CLAREMONT MCKENNA COLLEGE

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

CONE HEALTH FOR NICU SNOO SLEEPERS

1200 NORTH ELM STREET
GREENSBORO,NC27401 		  PC GENERAL OPERATING SUPPORT 2,500

CONNECTICUT BURNS CARE FOUNDATION

601 BOSTON POST ROAD
MILFORD,CT06460 		  PC GENERAL OPERATING SUPPORT 10,000

CONNECTICUT CASA ASSOCIATION INC

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

CONNECTICUT INSITUTUE FOR REFUGEES AND IMMIGRANTS INC

670 CLINTON AVENUE
BRIDGEPORT,CT06605 		  PC GENERAL OPERATING SUPPORT 10,000

CORNELL UNIVERSITY

373 PINE TREE ROAD
ITHACA,NY14850 		  PC GENERAL OPERATING SUPPORT 7,500

COUNCIL ON FOREIGN RELATIONS INC

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

COUNCIL ON FOREIGN RELATIONS INC

58 EAST 68TH STREET
NEW YORK,NY10065 		  PC GENERAL OPERATING SUPPORT 170,068

COUNCIL ON STRATEGIC RISKS

1025 CONNECTICUT AVE NW SUITE 1000
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 175,000

DARTMOUTH COLLEGE

11 ROPE FERRY ROAD
HANOVER,NH03755 		  PC GENERAL OPERATING SUPPORT 13,669

DELL CHILDREN'S MEDICAL CENTER FOUNDATION

7900 MUELLER BLVD
AUSTIN,TX78723 		  PC GENERAL OPERATING SUPPORT 10,000

DUI HUA FOUNDATION

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

DUKE UNIVERSITY

BOX 90581
DURHAM,NC27708 		  PC GENERAL OPERATING SUPPORT 6,000

ENVIRONMENTAL DEFENSE FUND INC

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

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		  PC GENERAL OPERATING SUPPORT 4,000

EVERWONDER CHILDREN'S MUSEUM

11 MILE HILL ROAD
NEWTOWN,CT06470 		  PC GENERAL OPERATING SUPPORT 10,000

FAIRFIELD COUNTRY DAY SCHOOL

2970 BRONSON ROAD
FAIRFIELD,CT06824 		  PC GENERAL OPERATING SUPPORT 1,000

FAIRFIELD COUNTRY DAY SCHOOL

2970 BRONSON ROAD
FAIRFIELD,CT06824 		  PC GENERAL OPERATING SUPPORT 5,000

FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC

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

FAMILY CENTERS INC

40 ARCH STREET
GREENWICH,CT06830 		  PC GENERAL OPERATING SUPPORT 5,000

FELLOWSHIP OF CHRISTIAN ATHLETES

2204 NORTH ROAD
MOREHEAD CITY,NC28557 		  PC GENERAL OPERATING SUPPORT 5,000

FIDELITY CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH45277 		  PC GENERAL OPERATING SUPPORT 75,000

FIRST CHURCH OF CHRIST WOODBRIDGE

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

FIRST PRESBYTERIAN CHURCH

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

FIRST UNITED METHODIST CHURCH

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

FOR THE LAND PUBLISHING INC

PO BOX 514
CORINTH,VT05039 		  PC GENERAL OPERATING SUPPORT 3,000

FOREIGN POLICY RESEARCH INSTITUTE

1528 WALNUT STREET SUITE 610
PHILADELPHIA,PA19102 		  PC GENERAL OPERATING SUPPORT 111,100

FORGE CHURCH

2116 MCKNIGHT MILL ROAD
GREENSBORO,NC27405 		  PC GENERAL OPERATING SUPPORT 10,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES

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

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M STREET SUITE 800-SOUTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 200,000

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC

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

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC

1800 M STREET SUITE 800-SOUTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 183,775

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC

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

FOUNDATION OF WAYNE COMMUNITY COLLEGE INC

PO BOX 8002
GOLDSBORO,NC27533 		  PC GENERAL OPERATING SUPPORT 75,000

FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN

1901 PENNSYLVANIA AVE NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 2,500

FRIENDS OF THE MUSEUM NC MARITIME MUSEUM INC

315 FRONT STREET
BEAUFORT,NC28516 		  PC GENERAL OPERATING SUPPORT 10,000

GEORGETOWN UNIVERSITY

BOX 571168
WASHINGTON,DC20057 		  PC GENERAL OPERATING SUPPORT 150,000

GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC

58 EDGEWOOD AVE SE
ATLANTA,GA30303 		  PC GENERAL OPERATING SUPPORT 225,000

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH STREET 555
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 5,000

GIVING VOICE INITIATIVE

7400 METRO BOULEVARD SUITE 255
EDINA,MN55439 		  PC GENERAL OPERATING SUPPORT 2,500

GLOBAL FUND FOR CHILDREN

1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 10,000

GLOBALGIVING FOUNDATION INC

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

GRAND TETON NATIONAL PARK FOUNDATION

PO BOX 249
MOOSE,WY83012 		  PC GENERAL OPERATING SUPPORT 13,500

GREENSBORO CHILDREN'S MUSEUM

220 N CHURCH STREET
GREENSBORO,NC27401 		  PC GENERAL OPERATING SUPPORT 2,000

GREENSBORO DAY SCHOOL

5401 LAWNDALE DRIVE
GREENSBORO,NC27455 		  PC GENERAL OPERATING SUPPORT 3,500

HEALING PLACE INC

1020 W MARKET STREET
LOUISVILLE,KY40202 		  PC GENERAL OPERATING SUPPORT 1,000

HEART CARE INTERNATIONAL INC

139 E PUTNAM AVENUE
GREENWICH,CT06830 		  PC GENERAL OPERATING SUPPORT 15,000

HIGH CALIBER STABLES HOT SHOTS

8506 CEDAR HOLLOW ROAD
GREENSBORO,NC27455 		  PC GENERAL OPERATING SUPPORT 2,500

HOLOCAUST MUSEUM HOUSTON

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

HOPE ACADEMY GSO

1403 W FLORIDA STREET
GREENSBORO,NC27403 		  PC GENERAL OPERATING SUPPORT 10,000

HOPE ACADEMY GSO

1403 W FLORIDA STREET
GREENSBORO,NC27403 		  PC GENERAL OPERATING SUPPORT 5,000

HOPE ACADEMY GSO

1403 W FLORIDA STREET
GREENSBORO,NC27403 		  PC GENERAL OPERATING SUPPORT 1,000

HORSEPOWER INC

4537 WALPOLE ROAD
HIGH POINT,NC27265 		  PC GENERAL OPERATING SUPPORT 2,500

HUDSON INSTITUTE

1201 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 129,031

HUDSON INSTITUTE INC

1202 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 100,000

HUDSON INSTITUTE INC

1203 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 125,000

HUDSON INSTITUTE INC

1204 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20004 		  PC GENERAL OPERATING SUPPORT 153,274

INDIANA UNIVERSITY DEPT 78867

PO BOX 7800
DETROIT,MI48278 		  PC GENERAL OPERATING SUPPORT 7,500

INFORMATION TECHNOLOGY & INNOVATION FOUNDATION

1101 K ST NW STE 610
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 245,000

INSTITUTE FOR PROGRESS AND ALTRUISM

1140 THIRD ST NE STE 401
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 148,591

INSTITUTE FOR SECURITY & TECHNOLOGY

5800 HARBORD DRIVE
OAKLAND,CA94611 		  PC GENERAL OPERATING SUPPORT 200,000

INSTITUTE FOR STATE EFFECTIVENESS

1050 30TH ST NW
WASHINGTON,DC20007 		  PC GENERAL OPERATING SUPPORT 50,000

INSTITUTE FOR THE STUDY OF WAR

1400 16TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 192,923

INTERACTIVE RESOURCE CENTER INC

PO BOX 20568
GREENSBORO,NC27420 		  PC GENERAL OPERATING SUPPORT 10,000

JAMESTOWN FOUNDATION

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

JAMESTOWN FOUNDATION

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

JAMESTOWN FOUNDATION

1310 L STREET NW SUITE 310
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 11,500

JOHNS HOPKINS UNIVERSITY

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

JOHNS HOPKINS UNIVERSITY

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

KIDS EMPOWERED BY YOUR SUPPORT INC

PO BOX 532
NEW CANAAN,CT06840 		  PC GENERAL OPERATING SUPPORT 25,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 133,466

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 234,386

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 7,500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 7,500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 7,500

MDRC

200 VESEY STREET 23RD FLOOR
NEW YORK,NY10281 		  PC GENERAL OPERATING SUPPORT 9,000

MDRC

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

MEMORIAL SLOAN-KETTERING CANCER CENTER

PO BOX 5028
HAGERSTOWN,MD21741 		  PC GENERAL OPERATING SUPPORT 5,000

MERCATUS CENTER INC

3434 WASHINGTON BLVD 4TH FLOOR
ARLINGTON,VA22201 		  PC GENERAL OPERATING SUPPORT 100,000

MICHIGAN STATE UNIVERSITY

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

MIDDLE EAST INSTITUTE

1763 N STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 146,300

MINNESOTA OVARIAN CANCER ALLIANCE INC

4604 CHICAGO AVENUE
MINNEAPOLIS,MN55407 		  PC GENERAL OPERATING SUPPORT 7,500

MIRIAM P BRENNER CHILDREN'S MUSUEM

220 N CHURCH STREET
GREENSBORO,NC27401 		  PC GENERAL OPERATING SUPPORT 2,000

MISSOURI STATE UNIVERSITY FOUNDATION

KENNETH E MEYER ALUMNI CENTER 300 S
JEFFERSON AVE SUITE 100
SPRINGFIELD,MO65806 		  PC GENERAL OPERATING SUPPORT 94,050

NATIONAL BUREAU OF ECONOMIC RESEARCH INC

1050 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 263,703

NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGANCY POWER TO DECIDE

1015 15TH ST NW SUTIE 1225
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 2,000

NATIONAL INSTITUTE FOR PUBLIC POLICY

9302 LEE HIGHWAY STE 750
FAIRFAX,VA22031 		  PC GENERAL OPERATING SUPPORT 157,444

NATIONAL OVARIAN CANCER COALITION INC

12221 MERIT DRIVE STE 1950
DALLAS,TX75251 		  PC GENERAL OPERATING SUPPORT 5,000

NATIONAL SECURITY SPACE ASSOC INC

2345 CRYSTAL DRIVE SUITE 291
ARLINGTON,VA22202 		  PC GENERAL OPERATING SUPPORT 200,000

NATURAL SCIENCE CENTER OF GREENSBORO INC

4301 LAWNDALE DRIVE
GREENSBORO,NC27455 		  PC GENERAL OPERATING SUPPORT 4,000

NATURE CONSERVANCY INC - VERMONT CHAPTER

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

NAVAL WAR COLLEGE FOUNDATION INC

66 CUSHING ROAD
NEWPORT,RI02841 		  PC GENERAL OPERATING SUPPORT 203,500

NEW AMERICA FOUNDATION

740 15TH ST NW 900
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

NONPROLIFERATION POLICY EDUCATION CENTER

PO BOX 17678
ARLINGTON,VA22216 		  PC GENERAL OPERATING SUPPORT 250,000

NONPROLIFERATION POLICY EDUCATION CENTER

PO BOX 17678
ARLINGTON,VA22216 		  PC GENERAL OPERATING SUPPORT 25,000

NORTH CAROLINA MARINE AND ESTUARY FOUNDATION INC

1101 HAYNES STREET
RALEIGH,NC27604 		  PC GENERAL OPERATING SUPPORT 10,000

OBSERVER RESEARCH FOUNDATION AMERICA

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

OPERATIONS SECOND CHANCE INC

20251 CENTURY BOULEVARD
GERMANTOWN,MD20874 		  PC GENERAL OPERATING SUPPORT 2,500

OUTCOMES RESEARCH INSTITUTE

1092 CATHCART WAY
STANFORD,CA94305 		  PF GENERAL OPERATING SUPPORT 200,000

PACIFIC FORUM

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

PACIFIC FORUM

1003 BISHOP STREET PAUAI TOWER
SUITE 1150
HONOLULU,HI96813 		  PC GENERAL OPERATING SUPPORT 175,000

PARISH OF CALVARY ST GEORGE'S

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

PEQUOT LIBRARY ASSOCIATION

720 PEQUOT AVENUE
SOUTHPORT,CT06890 		  PC GENERAL OPERATING SUPPORT 2,500

PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS

1750 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 300,000

PHILOS PROJECT INC

12 EAST 33RD STREET 2ND FLOOR
NEW YORK,NY10016 		  PC GENERAL OPERATING SUPPORT 50,000

PLAYERS PHILANTHROPY FUND

1122 KENILWORTH DR STE 201
TOWSON,MD21204 		  PC GENERAL OPERATING SUPPORT 99,550

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

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

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 7,500

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		  PC GENERAL OPERATING SUPPORT 5,000

PRINCETON CHURCH OF CHRIST

33 RIVER ROAD
PRINCETON,NJ08540 		  PC GENERAL OPERATING SUPPORT 12,000

PROJECT 2049 INSTITUTE

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

PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA

1200 NORTH QUAKER LANE
ALEXANDRIA,VA22302 		  PC GENERAL OPERATING SUPPORT 13,500

RAND CORPORATION

1776 MAIN STREET PO BOX 2138
SANTA MONICA,CA90407 		  PC GENERAL OPERATING SUPPORT 145,606

READWORKS INC

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

RED DOG FARM ANIMAL RESCUE NETWORK

8653 NC HWY 65
STOKESDALE,NC27357 		  PC GENERAL OPERATING SUPPORT 5,000

RED DOG FARM ANIMAL RESCUE NETWORK

8653 NC HWY 65
STOKESDALE,NC27357 		  PC GENERAL OPERATING SUPPORT 10,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1608 FOURTH ST SUITE 220
BERKELEY,CA94710 		  PC GENERAL OPERATING SUPPORT 200,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1608 FOURTH ST SUITE 220
BERKELEY,CA94710 		  PC GENERAL OPERATING SUPPORT 250,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1608 FOURTH ST SUITE 220
BERKELEY,CA94710 		  PC GENERAL OPERATING SUPPORT 204,792

REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES

10889 WILSHIRE BLVD SUITE 820
LOS ANGELES,CA90095 		  PC GENERAL OPERATING SUPPORT 200,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO

9500 GILMAN DRIVE MC-0934
LA JOLLA,CA92093 		  PC GENERAL OPERATING SUPPORT 7,500

RESOURCES FOR THE FUTURE

1616 P STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 300,000

RHODE ISLAND FARM INCUBATOR

140 EXETER ROAD SUITE 2107
NORTH KINGSTOWN,RI02852 		  PC GENERAL OPERATING SUPPORT 30,000

ROOM TO READ

465 CALIFORNIA STREET SUITE 1000
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 2,500

RUSI US FOUNDATION

1776 I STREET NW 9TH FLOOR
WASHINGTON,DC20006 		  POF GENERAL OPERATING SUPPORT 173,401

RUSI US FOUNDATION

1300 I STREET NW SUITE 400
WASHINGTON,DC20005 		  POF GENERAL OPERATING SUPPORT 200,000

RUTGERS UNIVERSITY DANA LIBRARY

185 UNIVERSITY AVENUE
NEWARK,NJ07102 		  PC GENERAL OPERATING SUPPORT 7,500

RUTGERS UNIVERSITY

33 KNIGHTSBRIDGE ROAD EAST WING 2ND
FLOOR
PISCATAWAY,NJ08854 		  PC GENERAL OPERATING SUPPORT 169,512

RW SOLUTIONS INC

200 MYRTLE STREET
NEW BRITAIN,CT06053 		  PC GENERAL OPERATING SUPPORT 10,000

SACRED HEART UNIVERSITY

5151 PARK AVENUE
FAIRFIELD,CT06825 		  PC GENERAL OPERATING SUPPORT 22,500

SAFARI CLUB INTERNATIONAL FOUNDATION

4800 W GATES PASS ROAD
TUSCON,AZ85745 		  PC GENERAL OPERATING SUPPORT 20,000

SAINT ANTHONY HISTORIC PRESERVATION SOCIETY

4 STABLE ROAD
TUXEDO PARK,NY10987 		  PC GENERAL OPERATING SUPPORT 5,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470 		  PC GENERAL OPERATING SUPPORT 5,000

SASCO CREEK NEIGHBORS ENVIRONMENTAL TRUST INC

PO BOX 1061
SOUTHPORT,CT06890 		  PC GENERAL OPERATING SUPPORT 10,000

SECOND CHANCE STABLES INC

6819 JOE BRANSON ROAD
BENNETT,NC27208 		  PC GENERAL OPERATING SUPPORT 3,000

SHADY SIDE ACADEMY

423 FOX CHAPEL ROAD
PITTSBURGH,PA15238 		  PC GENERAL OPERATING SUPPORT 5,000

SHALOM AUSTIN

7300 HART LANE
AUSTIN,TX78731 		  PC GENERAL OPERATING SUPPORT 15,000

SILVER SOURCE INC

1100 SUMMER STREET SUITE 201
STAMFORD,CT06905 		  PC GENERAL OPERATING SUPPORT 10,000

SISTERS OF THE HUMILITY OF MARY

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

SOUNDWATERS

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

SOUNDWATERS

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

SPAY-NEUTER ASSISTANCE PROGRAM

PO BOX 278
NEW HILL,NC27562 		  PC GENERAL OPERATING SUPPORT 5,000

SPCA OF THE TRIAD

PO BOX 4461
GREENSBORO,NC27404 		  PC GENERAL OPERATING SUPPORT 2,000

ST BARNABAS EPISCOPAL CHURCH

954 LAKE AVENUE
GREENWICH,CT06831 		  PC GENERAL OPERATING SUPPORT 35,000

ST JOHN'S UNIVERSTIY

8000 UTOPIA PARKWAY
QUEENS,NY11439 		  PC GENERAL OPERATING SUPPORT 48,225

STANFORD UNIVERSITY

485 BROADWAY THIRD FLOOR
REDWOOD CITY,CA94063 		  PC GENERAL OPERATING SUPPORT 275,168

STANFORD UNIVERSITY

485 BROADWAY THIRD FLOOR
REDWOOD CITY,CA94063 		  PC GENERAL OPERATING SUPPORT 361,230

TEACHERS COLLEGE COLUMBIA COLLEGE

525 W 120TH ST BOX 21
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 200,000

TEXAS CHILDREN'S HOSPITAL

1919 S BRAESWOOD SUITE 6226
HOUSTON,TX77030 		  PC GENERAL OPERATING SUPPORT 10,000

THE ALEXANDER HAMILTON SOCIETY

1701 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 20,000

THE ALEXANDER HAMILTON SOCIETY

1750 H STREET NW SUITE 200
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 278,300

THE AMERICAN LYCEUM

2590 GOLDEN PHEASANT PLACE
CATLETT,VA20119 		  PC GENERAL OPERATING SUPPORT 150,000

THE CENTER FOR SECURITY POLICY INC

1250 24TH STREET NW SUITE 600
WASHINGTON,DC20037 		  PC GENERAL OPERATING SUPPORT 148,500

THE KENNEDY COLLECTIVE INC

2440 RESERVOIR AVENUE
TRUMBULL,CT06611 		  PC GENERAL OPERATING SUPPORT 10,000

THE LAST PRISONER PROJECT

1312 17T STREET SUITE 640
DENVER,CO80202 		  PC GENERAL OPERATING SUPPORT 7,000

THE LEUKEMIA & LYMPHOMA SOCIETY INC

PO BOX 22443
NEW YORK,NY10087 		  PC GENERAL OPERATING SUPPORT 2,000

THE MILTON S EISENHOWER FOUNDATION

1101 30TH STREET NW 4TH FLOOR
WASHINGTON,DC20007 		  PC GENERAL OPERATING SUPPORT 125,000

THE NATIONAL BUREAU OF ASIAN RESEARCH

1819 L STREET NW 9TH FLOOR
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 60,000

THE NAVAL INSTITUTE FOUNDATION INC

291 WOOD ROAD
ANNAPOLIS,MD21402 		  PC GENERAL OPERATING SUPPORT 200,000

THE NEW SCHOOL

79 FITH AVENEUE 17TH FLOOR
NEW YORK,NY10003 		  PC GENERAL OPERATING SUPPORT 60,000

THE PETEY GREENE PROGRAM INC

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

THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL

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

TRILATERAL COMMISSION NORTH AMERICA

PO BOX 380810
CAMBRIDGE,MA02238 		  PC GENERAL OPERATING SUPPORT 3,000

TRUSTEES OF BOSTON UNIVERSITY

25 BUICK STREET
BOSTON,MA02115 		  PC GENERAL OPERATING SUPPORT 31,100

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

615 WEST 131ST STREET
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 50,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

615 WEST 131ST STREET
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 249,993

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

615 WEST 131ST STREET
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 60,000

TRUSTEES OF DARTMOUTH COLLEGE

100 TUCK HALL100 TUCK HALL
HANOVER,NH03755 		  PC GENERAL OPERATING SUPPORT 6,000

TRUSTEES OF PRINCETON UNIVERSITY

87 PROSPECT AVENEUE ROOM 208
PRINCETON,NJ08544 		  PC GENERAL OPERATING SUPPORT 49,990

TRUSTEES OF PRINCETON UNIVERSITY

PO BOX 5357
PRINCETON,NJ08543 		  PC GENERAL OPERATING SUPPORT 10,000

TRUSTEES OF PRINCETON UNIVERSITY - SCHOOL OF PUBLIC & INTERNATIONAL AFFAIRS

004B ROBERTSON HALL
PRINCETON,NJ08544 		  PC GENERAL OPERATING SUPPORT 63,234

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA19104 		  PC GENERAL OPERATING SUPPORT 100,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA19104 		  PC GENERAL OPERATING SUPPORT 100,000

TRUSTEES OF TUFTS COLLEGE

136 HARRISON AVE 75K-950
BOSTON,MA02111 		  PC GENERAL OPERATING SUPPORT 22,000

U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA

1801 F STREET
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 200,000

UNC HEALTH FOUNDATION INC

PO BOX 309
CHAPEL HILL,NC27514 		  PC GENERAL OPERATING SUPPORT 10,000

UNITED STATES NAVAL INSTITUTE

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

UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA INC

1350 AVENUE OF THE AMERICAS
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 150,000

UNIVERSITY OF DELAWARE

210 HULLIHEN HALL
NEWARK,DE19716 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF HOUSTON

402 AGNES ARNOLD HALL
HOUSTON,TX77204 		  PC GENERAL OPERATING SUPPORT 46,713

UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC

300 E MARKET ST SUITE 300
LOUISVILLE,KY40220 		  PC GENERAL OPERATING SUPPORT 25,000

UNIVESITY OF MARYLAND

7809 REGENTS DRIVE
COLLEGE PARK,MD20742 		  PC GENERAL OPERATING SUPPORT 24,934

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

104 AIRPORT DR SUITE 2200 CB 1350
CHAPEL HILL,NC27599 		  PC GENERAL OPERATING SUPPORT 73,221

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

104 AIRPORT DR SUITE 2200 CB 1350
CHAPEL HILL,NC27599 		  PC GENERAL OPERATING SUPPORT 91,324

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR AUCKLAND ART MUSEUM

CAMPUS BOX 3400
CHAPEL HILL,NC27599 		  PC GENERAL OPERATING SUPPORT 13,000

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND SCIENCES FOUNDATION

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

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL KENAN CENTER

360 KENAN CENTER DRIVE
CHAPEL HILL,NC24599 		  PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL KENAN CENTER

360 KENAN CENTER DRIVE
CHAPEL HILL,NC24599 		  PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL OFFICE OF SPONSORED RESEARCH

PO BOX 402420
ATLANTA,GA30384 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF NOTRE DAME

940 GRACE HALL
NOTRE DAME,IN46556 		  PC GENERAL OPERATING SUPPORT 62,671

UNIVERSITY OF NOTRE DAME

940 GRACE HALL
NOTRE DAME,IN46556 		  PC GENERAL OPERATING SUPPORT 300,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3720 SOUTH FLOWER STREET CUB 3RD
FLOOR
LOS ANGELES,CA90089 		  PC GENERAL OPERATING SUPPORT 7,500

UNIVERSITY OF TEXAS AT AUSTIN

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

UNIVERSITY OF TEXAS AT AUSTIN

3925 WEST BRAKER LANE
AUSTIN,TX78759 		  GOV GENERAL OPERATING SUPPORT 100,000

UNIVERSITY OF TEXAS AT AUSTIN

3925 WEST BRAKER LANE
AUSTIN,TX78759 		  GOV GENERAL OPERATING SUPPORT 29,176

UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION

727 EAST DEAN KEETON STREET
AUSTIN,TX78705 		  GOV GENERAL OPERATING SUPPORT 225,000

URBAN INSTITUTE

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

URBAN INSTITUTE

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

VALLEY FORGE MILITARY ACADEMY FOUNDATION

1001 EAGLE ROAD
WAYNE,PA19087 		  PC GENERAL OPERATING SUPPORT 10,000

VERTEX PARTNERSHIP ACADEMIES INC

1160 BEACH AVENUE
BRONX,NY10472 		  PC GENERAL OPERATING SUPPORT 20,000

VOLUNTEERS OF AMERICA MID STATES

570 SOUTH 4TH STREET
LOUISVILLE,KY40202 		  PC GENERAL OPERATING SUPPORT 1,000

WASHINGTON UNIVERSITY IN ST LOUIS

ONE BROOKINGS DRIVE
ST LOUIS,MO63130 		  PC GENERAL OPERATING SUPPORT 160,575

WATERSIDE SCHOOL INC

770 PACIFIC STREET
STAMFORD,CT06902 		  PC GENERAL OPERATING SUPPORT 25,000

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02481 		  PC GENERAL OPERATING SUPPORT 122,718

WEST AUSTIN YOUTH ASSOCIATION

1314 EXPOSITION BLVD
AUSTIN,TX78703 		  PC GENERAL OPERATING SUPPORT 5,000

WEST POINT ASSOCIATION OF GRADUATES

698 MILLS ROAD
WEST POINT,NY10996 		  PC GENERAL OPERATING SUPPORT 5,000

WEST POINT ASSOCIATION OF GRADUATES

698 MILLS ROAD
WEST POINT,NY10996 		  PC GENERAL OPERATING SUPPORT 5,000

WESTOVER PRESBYTERIAN CHURCH INC

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

WINSTON PREPARATORY SCHOOL

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

WOODSON CENTER

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

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT 10,000

YALE NEW HAVEN HOSPITAL

PO BOX 1849
NEW HAVEN,CT06508 		  PC GENERAL OPERATING SUPPORT 5,000

YALE VETERANS ASSOCIATION INC

24 LORRAINE DRIVE
WOODBRIDGE,CT06525 		  PC GENERAL OPERATING SUPPORT 10,000

YALE VETERANS ASSOCIATION INC

24 LORRAINE DRIVE
WOODBRIDGE,CT06525 		  PC GENERAL OPERATING SUPPORT 10,000

YORKTOWN INSTITUTE

5906 OVERLEA ROAD
BETHESDA,MD20816 		  PC GENERAL OPERATING SUPPORT 128,500

GJRTT FAMILY GRANTS PROGRAM

800 GREEN VALLEY ROAD STE 203
GREENSBORO,NC27408 		  PF GENERAL OPERATING SUPPORT 250,000
Total .................................right arrow 3a 22,769,293
bApproved for future payment

AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 72,950

AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 90,000

ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH ST NW
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		  PC GENERAL OPERATING SUPPORT 74,235

BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 100,000

BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 74,627

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

CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 100,000

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 100,000

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 124,942

CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 46,200

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

GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
58 EDGEWOOD AVE SE
ATLANTA,GA30303 		  PC GENERAL OPERATING SUPPORT 225,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  PC GENERAL OPERATING SUPPORT 250,548

MERCATUS CENTER INC
3434 WASHINGTON BLVD 4TH FLOOR
ARLINGTON,VA22201 		  PC GENERAL OPERATING SUPPORT 100,000

MIDDLE EAST INSTITUTE
1763 N STREET NW
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 53,700

NEW AMERICA FOUNDATION
740 15TH STREET NW 900
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

NONPROLIFERATION POLICY EDUCATION CENTER
PO BOX 17678
ARLINGTON,VA22216 		  PC GENERAL OPERATING SUPPORT 250,000

OUTCOMES RESEARCH INSTITUTE
1092 CARTHCART WAY
STANFORD,CA94305 		  PC GENERAL OPERATING SUPPORT 200,000

RAND CORPORATION
1776 MAIN STREET PO BOX 2138
SANTA MONICA,CA90407 		  PC GENERAL OPERATING SUPPORT 122,485

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220
BERKELEY,CA94710 		  PC GENERAL OPERATING SUPPORT 205,613

STANFORD UNIVERSITY
340 PANAMA STREET
STANFORD,CA94305 		  PC GENERAL OPERATING SUPPORT 374,317

TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH ST BOX 21
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 200,000

THE MILTON S EISENHOWER FOUNDATION
1101 30TH STREET NW 4TH FLOOR
WASHINGTON,DC20007 		  PC GENERAL OPERATING SUPPORT 50,000

TRUSTEES OF PRINCETON UNIVERSITY SCHOOL OF PUBLIC & INTERNATIONAL AFFAIRS
004B ROERTSON HALL
PRINCETON,NJ08544 		  PC GENERAL OPERATING SUPPORT 114,107

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET 5TH FLOOR
PHILADELPHIA,PA19104 		  PC GENERAL OPERATING SUPPORT 50,000

UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA INC
1350 AVENUE OF THE AMERICAS
NEW YORK,NY10019 		  PC GENERAL OPERATING SUPPORT 150,000

UNIVERSITY OF HOUSTON
402 AGNES ARNOLD HALL
HOUSTON,TX77204 		  PC GENERAL OPERATING SUPPORT 64,863

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350
CHAPEL HILL,NC27599 		  PC GENERAL OPERATING SUPPORT 115,806

UNIVERSITY OF TEXAS AT AUSTIN
3925 WEST BRAKER LANE
AUSTIN,TX78759 		  GOV GENERAL OPERATING SUPPORT 126,105

UNIVERSITY OF TEXAS AT AUSTIN
3925 WEST BRAKER LANE
AUSTIN,TX78759 		  GOV GENERAL OPERATING SUPPORT 100,000

UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION
727 EAST DEAN KEETON STREET
AUSTIN,TX78712 		  GOV GENERAL OPERATING SUPPORT 50,000
Total ................................. right arrow 3b 4,235,498
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 16,813  
4 Dividends and interest from securities .... 523000   14 7,805,748  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000   18 15,877,617  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEQUITY IN PARTNERSHIP INCOME(LOSS) 		523000   14 29,832,700  
bEQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)     14 -12,191,169  
cEQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)     14 -37,346  
dEQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)     14 505,712  
eUNREALIZED GAIN/(LOSS)     14    
fGRANTS RETURNED     14 487,567  
gGRANTS CANCELLED     14 148,500  
hDEFERRED TAX BENEFIT     14 15,000  
iSALE OF FIXED ASSETS     14 -635  
jMISCELLANEOUS REVENUE     14 297  
12 Subtotal. Add columns (b), (d), and (e) .. 0 42,460,804 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
42,460,804
(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
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
SMITH RICHARDSON FOUNDATION INC
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SMITH RICHARDSON FOUNDATION INC
  		Employer identification number
56-0611550
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
H SMITH RICHARDSON CHARITABLE TRUST
 
701 GREEN VALLEY ROAD SUITE 306
 
GREENSBORO, NC274087096

$ 1,967,000


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

$  


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

$  


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

$  


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

$  


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

$  


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

56-0611550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SMITH RICHARDSON FOUNDATION INC
  		Employer identification number

56-0611550
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RSM US LLP 73,758 0   73,758

TY 2023 DistributionFromCorpusElection
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Election:
FOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $1,967,000 OF GRANTS MADE IN 2023 AS A DISTRIBUTION FROM CORPUS.

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

TY 2023 ExpenditureResponsibilityStmt
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
GRACE JONES RICHARDSON TESTAMENTARY TRUST
  		800 GREEN VALLEY ROAD SUITE 203
GREENSBORO,NC27408 		2023-04-19 250,000 OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.    
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
  		1776 I STREET NW 9TH FLOOR
WASHINGTON,DC20006 		2023-07-26 200,000 OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.    
OUTCOMES RESEARCH INSTITUTE
  		1092 CATHCART WAY
STANFORD,CA943056010 		2022-11-30 200,000 AT THE INITIAL AWARD DATE IN JUNE 2021, OUTCOMES RESEARCH INSTITUTE WAS A 501(C)(3) PUBLIC CHARITY. IN SEPTEMBER 2022, THE ORGANIZATION'S EXEMPTION STATUS CHANGED TO PRIVATE NON-OPERATING FOUNDATION. ACCORDINGLY, EXPENDITURE RESPONSIBILITY WAS EXERCISED FOR 2023 AS FOLLOWS:OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 200,000 NO 11/30/2023   GRANT FULLY EXPENDED PER FINAL REPORT RECEIVED 11/30/2023.
FOUNDATION FOR RESILIENT SOCIETIES
  		52 TECHNOLOGY WAY
NASHUA,NH03060 		2022-07-13 247,500 OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "ELECTRICITY REPORT CARDS FOR THE FIFTY STATES." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 247,500 NO 12/31/2022, 06/30/2023, 12/31/2023   GRANT FULLY EXPENDED PER FINAL REPORT RECEIVED 12/31/23.
OUTCOMES RESEARCH INSTITUTE
  		1092 CATHCART WAY
STANFORD,CA943056010 		2023-10-25 200,000 OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "INTERNATIONAL COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.    
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
  		1776 I STREET NW 9TH FLOOR
WASHINGTON,DC20006 		2023-07-12 173,401 OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.    
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
  		200 M ST NW SUITE 760
WASHINGTON,DC20012 		2023-07-19 275,000 OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). 0 NO EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.    

TY 2023 GeneralExplanationAttachment
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Identifier Return Reference Explanation
CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 THE SMITH RICHARDSON FOUNDATION (EIN 56-0611550) OWNS AN APPROXIMATELY 66.40% INTEREST IN MOORINGS CAPITAL LLC (EIN 56-2280118). MOORINGS CAPITAL LLC'S ADDRESS IS 701 GREEN VALLEY ROAD, SUITE 306, GREENSBORO, NC 27408. SOME OF THE OTHER LLC MEMBERS SHARE COMMON TRUSTEES WITH THE SMITH RICHARDSON FOUNDATION. WHEN THE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS COMBINED WITH THE OTHER LLC MEMBERS, THE TRUST COULD BE CONSIDERED TO OWN A CONTROLLED ENTITY. DURING THE 2023 TAX YEAR, THE SMITH RICHARDSON FOUNDATION DID NOT RECEIVE ANY SPECIFIED PAYMENTS FROM MOORINGS CAPITAL LLC WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 512(B)(13)(A).ALSO, THE SMITH RICHARDSON FOUNDATION'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS NOT AN EXCESS BUSINESS HOLDING UNDER INTERNAL REVENUE CODE SECTION 4943.MOORINGS CAPITAL LLC IS A PARTNERSHIP FOR FEDERAL INCOME TAX PURPOSES, AND IT HAS FOUR PARTNERS/LLC MEMBERS. ALL OF THE MEMBERS ARE TAX EXEMPT ENTITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).THIS LLC WAS FORMED FOR THE PURPOSE OF POOLING EACH INDIVIDUAL TAX EXEMPT ENTITY'S SEPARATE INVESTMENTS INTO ONE LARGER INVESTMENT POOL. THIS POOLING OF INVESTMENTS PROVIDES MANY BENEFITS TO THE PARTNERS/MEMBERS WHICH INCLUDE LOWER INVESTMENT MANAGEMENT FEES AND ACCESS TO INVESTMENTS NOT OTHERWISE AVAILABLE. MOORINGS CAPITAL LLC DOES NOT HAVE ANY EMPLOYEES AND ITS ONLY ASSETS ARE THE INVESTMENTS IN LOWER TIER INVESTMENT PARTNERSHIPS. MOORINGS CAPITAL DOES NOT HAVE A CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENT PARTNERSHIPS THAT IT OWNS. ALSO, NEITHER SMITH RICHARDSON FOUNDATION NOR ANY OTHER PARTNER/LLC MEMBER HAS ANY CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENTS THAT ARE OWNED BY MOORINGS CAPITAL LLC.DURING THE 2023 TAX YEAR THE SMITH RICHARDSON FOUNDATION RECEIVED $25,350,005 OF CAPITAL DISTRIBUTIONS FROM MOORINGS CAPITAL LLC.

TY 2023 InvestmentsOtherSchedule2
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARTNERSHIP EQUITY FMV 544,068,096 544,068,096

TY 2023 LegalFeesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NEXSEN PRUET LEGAL FEES 40,511 0   40,511


TY 2023 OtherAssetsSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER RECEIVABLES 22,100 18,692 18,692
LEASE ROU ASSET 393,731 309,997 309,997


TY 2023 OtherExpensesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 73,931 0   73,931
DUES & SUBSCRIPTIONS 20,438 0   20,438
OFFICE EQUIPMENT RENTAL 11,984 0   11,984
INSURANCE 149,852 0   149,141
MAINTENANCE 101,343 0   92,093
OFFICE EXPENSE 62,891 0   62,881
POSTAGE 15,529 0   15,529
TELEPHONE 46,345 0   46,345
UTILITIES 21,946 0   21,946


TY 2023 OtherIncomeSchedule2
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM MOORINGS CAPITAL LLC   2,555,602  
EQUITY IN PARTNERSHIP INCOME(LOSS) 29,832,700   29,832,700
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY) -12,191,169   -12,191,169
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY) -37,346   -37,346
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY) 505,712   505,712
GRANTS RETURNED 487,567   487,567
GRANTS CANCELLED 148,500   148,500
DEFERRED TAX BENEFIT 15,000   15,000
SALE OF FIXED ASSETS -635   -635
MISCELLANEOUS REVENUE 297   297


TY 2023 OtherLiabilitiesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 1,566,632 2,418,455
LEASE ROU OBLIGATION 423,217 338,211


TY 2023 OtherProfessionalFeesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN FEES 116 116   0
EQUITY IN PSHP INCOME(LOSS): INVESTMENT EXPENSES (K-1'S) 0 7,366,016   0
COMPUTER CONSULTING 181,072 0   183,804
OTHER PROFESSIONAL FEES 262,224 0   262,224


TY 2023 TaxesSchedule
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 130,185 0   130,185
FEDERAL EXCISE TAX 307,276 0   0
STATE TAXES 485 0   485


TY 2023 TransfersFrmControlledEntities
Name:
SMITH RICHARDSON FOUNDATION INC
EIN:
56-0611550
Name US /
Foreign Address		 EIN Description Amount
MOORINGS CAPITAL LLC 701 GREEN VALLEY ROAD SUITE 306
GREENSBORO,NC27408 		56-2280118 CASH DISTRIBUTION AS SHOWN ON 2023 SCHEDULE K-1 RCVD FROM PARTNERSHIP. 0
MOORINGS CAPITAL LLC 701 GREEN VALLEY ROAD SUITE 306
GREENSBORO,NC27408 		56-2280118 REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC. 0
Total     27,477,400