Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SUMMIT CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1717 K STREET NW 1050
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC200065321
A Employer identification number

52-1743817
B Telephone number (see instructions)

(202) 912-2900
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$109,776,413J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 146 146  
4 Dividends and interest from securities... 1,806,800 2,242,611  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,801,117
b Gross sales price for all assets on line 6a 32,537,913
7 Capital gain net income (from Part IV, line 2)... 4,059,934
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
0 319,710  
12 Total. Add lines 1 through 11........ 5,608,063 6,622,401  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 430,275 60,239   370,037
14 Other employee salaries and wages...... 1,757,062 24,599   1,518,286
15 Pension plans, employee benefits....... 611,860 0   607,846
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
49,993 0   32,033
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
96,078 6,750   85,749
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
957,247 773,931   595,678
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
176,407 21,940   0
19 Depreciation (attach schedule) and depletion... 177,341 0  
20 Occupancy.............. 250,573 0   250,573
21 Travel, conferences, and meetings....... 148,733 0   148,733
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
174,070 0   178,112
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,829,639 887,459   3,787,047
25 Contributions, gifts, grants paid....... 9,335,550 7,084,250
26 Total expenses and disbursements. Add lines 24 and 25 14,165,189 887,459   10,871,297
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,557,126
b Net investment income (if negative, enter -0-) 5,734,942
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............. 231,559 160,634 160,634
2 Savings and temporary cash investments......... 37,123,675 15,065,352 15,065,352
3 Accounts receivable right arrow3,492,002
Less: allowance for doubtful accounts right arrow   3,691,493 3,492,002 3,492,002
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.......... 27,685 54,256 54,256
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 22,867,176 Click to see attachment
List of Attached Documents:
// Content
14,928,053 		14,928,053
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
5,268,609 		5,268,609
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).......... 43,805,359 Click to see attachment
List of Attached Documents:
// Content
68,599,431 		68,599,431
14 Land, buildings, and equipment: basis right arrow1,695,580
Less: accumulated depreciation (attach schedule) right arrow1,157,629 624,560 Click to see attachment
List of Attached Documents:
// Content
537,951 		537,951
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
605,332 		Click to see attachment
List of Attached Documents:
// Content
1,670,125 		Click to see attachment
List of Attached Documents:
// Content
1,670,125
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 108,976,839 109,776,413 109,776,413
Liabilities 17 Accounts payable and accrued expenses.......... 160,004 404,720
18 Grants payable................. 2,075,000 4,290,300
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
974,826 		Click to see attachment
List of Attached Documents:
// Content
2,028,661
23 Total liabilities (add lines 17 through 22)......... 3,209,830 6,723,681
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........... 105,767,009 103,052,732
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)..... 105,767,009 103,052,732
30 Total liabilities and net assets/fund balances (see instructions). 108,976,839 109,776,413
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
105,767,009
2
Enter amount from Part I, line 27a .....................
2
-8,557,126
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,923,316
4
Add lines 1, 2, and 3 ..........................
4
103,133,199
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
80,467
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
103,052,732
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 LEVITRONIX INVESTMENT P 2022-03-07 2023-09-21
b NORTHERN TRUST INVESTMENT #8756 ST   2023-06-21 2023-12-31
c NORTHERN TRUST INVESTMENT #1551 ST   2023-06-16 2023-12-20
d NORTHERN TRUST INVESTMENT #1551 LT   2022-05-23 2023-05-31
e NORTHERN TRUST INVESTMENT-WALDEN ST   2022-09-01 2023-12-31
NORTHERN TRUST INVESTMENT- WALDEN LT   2021-06-22 2023-12-31
TACONIC OFFSHORE FUND P   2023-06-09
PARTNERSHIP INVESTMENT K-1 P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,944,800   277,753 1,667,047
b 11,851,519   11,746,254 105,265
c 1,099,948   1,097,030 2,918
d 3,000,000   2,985,351 14,649
e 1,152,836   1,090,375 62,461
12,129,993   10,383,337 1,746,656
1,100,000   897,879 202,121
258,817     258,817
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       1,667,047
b       105,265
c       2,918
d       14,649
e       62,461
      1,746,656
      202,121
      258,817
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 4,059,934
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 79,716
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 79,716
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 79,716
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 210,688
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 210,688
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 130,972
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow130,972 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
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 arrowDC, DE
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SUMMITFDN.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (202) 912-2900

Located atright arrow1717 K STREET NW SUITE 1050WASHINGTONDC ZIP+4right arrow200065321
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
Yes
 
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
Yes
 
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
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROGER SANT CHAIRMAN
4.00 		0 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
ALEXIS SANT PRESIDENT
40.00 		385,275 85,138 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
SHARI SANT PLUMMER SECRETARY
3.00 		0 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
JASON HICKS TREASURER
8.00 		0 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
ALISON SANT JOHNSON TRUSTEE
3.00 		0 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
CHRISSIE SANT TRUSTEE
3.00 		0 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
JOHN SANT TRUSTEE
3.00 		0 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
MICHAEL SANT TRUSTEE
3.00 		0 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
SHIRA SAPERSTEIN TRUSTEE
3.00 		15,000 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
CRISTIAN SAMPER TRUSTEE
3.00 		15,000 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
LINDI VON MUTIUS TRUSTEE
3.00 		15,000 0 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
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
DIANE CROCKETT LEFT DURING 2023 CHIEF FINANCIAL OFFI
40.00 		333,900 32,368 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
KATHERINE HALL DIR., EQUALITY FOR W
40.00 		234,504 76,582 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
CHERI RECCIA DIRECTOR, MESOAMERIC
40.00 		234,504 44,860 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
NICKOLAS SIFUENTES DIR. SUSTAINABLE CIT
40.00 		242,266 20,333 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
JENNIFER RUFFNER DIRECTOR OF GRANTS M
40.00 		161,500 54,408 0
1717 K STREET NW SUITE 1050
WASHINGTON,DC200065321
Total number of other employees paid over $50,000...................right arrow 9
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
EXPLANATORY LLC BRANDING & COMMUNICATION 115,574
17251 WEDGEWOOD AVENUE
LOS GATOS,CA95032
MARCUM LLP ADVISORS & ACCOUNTANTS 96,694
1899 L STREET NW 850
WASHINGTON,DC20036
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
81,280,704
b
Average of monthly cash balances.......................
1b
25,116,146
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
106,396,850
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
106,396,850
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,595,953
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
104,800,897
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,240,045
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
5,240,045
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
79,716
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
799
c
Add lines 2a and 2b............................
2c
80,515
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,159,530
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,159,530
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
5,159,530
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
10,871,297
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
90,732
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
10,962,029
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 5,159,530
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,264,092
b From 2019...... 2,679,391
c From 2020...... 1,194,926
d From 2021...... 452,381
e From 2022...... 3,902,923
f Total of lines 3a through e ........ 9,493,713
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 10,962,029
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 5,159,530
e Remaining amount distributed out of corpus 5,802,499
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 15,296,212
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,264,092
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		14,032,120
10 Analysis of line 9:
a Excess from 2019.... 2,679,391
b Excess from 2020.... 1,194,926
c Excess from 2021.... 452,381
d Excess from 2022.... 3,902,923
e Excess from 2023.... 5,802,499
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).)
ROGER SANT
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ALBUQUERQUE COMMUNITY FOUNDATION

624 TIJERAS NW
ALBUQUERQUE,NM87102 		  PC TRANSIT EQUITY FOR BOYS AND YOUNG MEN OF COLOR (BYMOC) IN NEW MEXICO 40,000

ALLIANCE FOR A JUST SOCIETY

3518 SOUTH EDMUNDS STREET
SEATTLE,WA98118 		  PC NATIONAL CAMPAIGN FOR TRANSIT JUSTICE 75,000

AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY

529 14TH STREET NW SUITE 600
WASHINGTON,DC20045 		  PC MEETING THE MOMENT: LEVERAGING TRANSFORMATIVE FEDERAL FUNDING TO ADVANCE DECARBONIZATION AND EQUITY IN BUILDINGS AND TRANSPORTATION 100,000

ASOCIACION AMA

4A CALLE 5-09 ZONA 1 BARRIO EL
CENTRO
POPTUN,EL PETEN1712
GT 		  NC GENERAL OPERATING SUPPORT 50,000

ASOCIACION DE DESARROLLO SOCIO ECONOMICO INDIGENA BAYAN

BARRIO BELLA VISTA 5TA AVE 24 CALLE
LA CEIBA,ATLANTIDA31101
HO 		  NC HOLISTIC EDUCATION FOR YOUTH IN HONDURAS 50,000

ASOCIACION GOJOVEN HONDURAS

COL ALTOS DE MIRAMONTES DIAGONAL
FRISCO LOTE NO W-20 CASA 1340
TEGUCIGALPA MDC,FRANCISCO MORAZN  
HO 		  NC SEXUAL HEALTH, REPRODUCTIVE HEALTH AND HEALTH FOR MY LIFE 47,000

ASOCIACION GOJOVEN HONDURAS

COL ALTOS DE MIRAMONTES DIAGONAL
FRISCO LOTE NO W-20 CASA 1340
TEGUCIGALPA MDC,FRANCISCO MORAZN  
HO 		  NC SEXUAL HEALTH, REPRODUCTIVE HEALTH AND HEALTH FOR MY LIFE 20,000

ASOCIACION INTERAMERICANA PARA LA DEFENSA DEL AMBIENTE

50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		  NC IMPROVING THE WATER QUALITY AND HEALTH OF THE MOTAGUA RIVER, 2023 85,000

BELIZE NETWORK OF NGOS

2358 HIBISCUS AVENUE
BELMOPAN CITY,CAYO  
BH 		  NC BUILDING THE EFFECTIVENESS OF THE BELIZE NETWORK OF NGOS 15,000

BIODIVERSITY FUNDERS GROUP

PO BOX 29361
SAN FRANCISCO,CA941290361 		  PC GENERAL OPERATING SUPPORT (MEMBERSHIP - BFG) 10,700

BIODIVERSITY FUNDERS GROUP

PO BOX 29361
SAN FRANCISCO,CA941290361 		  PC GENERAL OPERATING SUPPORT (CEFG MEMBERSHIP), 2023 - 2025 3,000

BLUE VENTURES CONSERVATION

MEZZANINE THE OLD LIBRARY TRINITY
ROAD ST JUDES
BRISTOL   BST BS2 0NW
UK 		  NC GENERAL PROGRAM SUPPORT FOR FISHERIES WORK IN BELIZE IN 2024 40,000

BLUE WORLD FOUNDATION INC

1900 PURDY AVENUE SUITE 803
MIAMI BEACH,FL33139 		  PC SEEKING TO REDUCE FISHING PRESSURE IN CARIBBEAN GUATEMALA THROUGH ALTERNATIVE LIVELIHOODS 10,750

CARNEGIE INSTITUTION FOR SCIENCE

5251 BROAD BRANCH ROAD NW
WASHINGTON,DC20015 		  PC GENERAL OPERATING SUPPORT 5,000

CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES)

RESIDENCIAL ROBLE OESTE BLOQUE 15
CASA 15 II ETAPA
TEGUCIGALPA,FRANCISCO MORAZN11101
HO 		  NC RECARGA HONDURAS RESOURCE SUPPORT CENTER 26,000

CHARITIES AID FOUNDATION OF AMERICA

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		  PC FOR THE ORGANIZATION'S WORK WITH MINGA PERU, TO PROMOTE SUSTAINABLE CHANGE FOR INDIGENOUS WOMEN AND THEIR COMMUNITIES THROUGHOUT THE PERUVIAN AMAZON 1,000

CHISHOLM LEGACY PROJECT

300 E LOMBARD STREET SUITE 840
BALTIMORE,MD21202 		  PC GENERAL OPERATING SUPPORT 50,000

COINCIDIR

KM 155 CARRETERA A EL SALVADOR LOTE
8 VALLE DEL ENSUENO
SANTA CATARINA PINULA,GUATEMALA01051
GT 		  NC GENERAL OPERATING SUPPORT 40,000

COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS

PO BOX 40991
DENVER,CO80204 		  PC GENERAL OPERATING SUPPORT 50,000

CORAL REEF ALLIANCE

548 MARKET ST SUITE 29802
SAN FRANCISCO,CA29802 		  PC GENERAL PROGRAM SUPPORT FOR IMPROVING WATER QUALITY IN THE MESOAMERICAN REEF AND EFFECTIVENESS OF HONDURAN MARINE PROTECTED AREAS, 2023-2024 180,000

ENVIRONMENTAL GRANTMAKERS ASSOCIATION

475 RIVERSIDE DRIVE SUITE 960
NEW YORK,NY10115 		  PC GENERAL OPERATING SUPPORT (MEMBERSHIP) 8,500

ENVIRONMENTAL LAW ALLIANCE WORLDWIDE

1412 PEARL STREET
EUGENE,OR97401 		  PC GENERAL PROGRAM SUPPORT FOR APPLYING LEGAL TOOLS TO PROTECT THE MESOAMERICAN REEF, 2023-2025 300,000

ENVIRONMENTAL LAW INSTITUTE

1730 M ST NW SUITE 700
WASHINGTON,DC20036 		  PC DEVELOPING A SHARED VIEW OF THE STATUS OF BELIZES FISHERY RESOURCES 20,000

ENVIRONMENTAL LAW INSTITUTE

1730 M ST NW SUITE 700
WASHINGTON,DC20036 		  PC STRATEGIC PLANNING AND COORDINATION FOR THE BELIZE FISHERIES PROJECT 150,000

ENVIRONMENTAL LAW INSTITUTE

1730 M ST NW SUITE 700
WASHINGTON,DC20036 		  PC PLANNING GRANT - BELIZE FISHERIES PROJECT NEXT STEPS 40,000

FABRETTO CHILDREN'S FOUNDATION

1563 SHERMAN AVENUE SUITE 201
EVANSTON,IL602014421 		  PC GENERAL OPERATING SUPPORT WITH MEMBERSHIP AND SPONSORSHIPS 4,000

FOS FEMINISTA

125 MAIDEN LANE 9TH FL
NEW YORK,NY10038 		  PC GENERAL OPERATING SUPPORT 175,000

FRAGMENTS OF HOPE LTD

11729 RAINTREE DR
TAMPA,FL33617 		  PC GENERAL OPERATING SUPPORT 15,250

FRIENDS OF TURNEFFE ATOLL DBA TURNEFFE ATOLL TRUST

PO BOX 10670
BOZEMAN,MT59719 		  PC TURNEFFE ATOLL MARINE RESERVE ADVOCACY PROGRAM 2023-2024 30,000

FUNDACION ACCESO

APARTADO POSTAL 288-2050 MONTES DE
OCA
SAN JOSE   11502
CS 		  NC WEAVING REGIONAL NETWORKS AND CAPACITIES FOR THE COMPREHENSIVE PROTECTION OF INDIVIDUALS, COLLECTIVES AND COMMUNITIES THAT PROMOTE AND DEFEND HUMAN RIGHTS 50,000

FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION

25 CALLE 2-39 ZONA 1
GUATEMALA,GUATEMALA01001
GT 		  NC SCALING UP NO-TAKE AREAS AND SUSTAINABLE FISHERIES MANAGEMENT IN CARIBBEAN GUATEMALA 2023-2024 150,000

FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION

25 CALLE 2-39 ZONA 1
GUATEMALA,GUATEMALA01001
GT 		  NC SEXUAL AND REPRODUCTIVE HEALTH SERVICES FOR RURAL INDIGENOUS WOMEN IN GUATEMALA: CONSOLIDATING AND SCALING UP A SUCCESSFUL DELIVERY MODEL IV 150,000

FUNDERS FOR REPRODUCTIVE EQUITY INC

PO BOX 750
ROCKVILLE,MD208480750 		  PC GENERAL OPERATING SUPPORT WITH MEMBERSHIPS AND SPONSORSHIPS 9,320

GIRL RISING

PO BOX 1836
PITTSFIELD,MA01201 		  PC GIRL RISING GUATEMALA GENDER EQUITY PROGRAMMING AND CAMPAIGN 125,000

GLASSWING INTERNATIONAL USA

1300 I STREET NW SUITE 400E
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

GLOBAL FUND FOR CHILDREN

1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC HEEL: BOOSTING YOUTH LEADERSHIP FOR GENDER JUSTICE IN CENTRAL AMERICA 100,000

GLOBAL FUND FOR CHILDREN

1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC CONTINGENCY SUPPORT FOR SUSTAINED ORGANIZATIONAL EFFORTS AGAINST GENDER VIOLENCE IN GUATEMALA 27,500

GLOBAL FUND FOR CHILDREN

1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC EDUCATIONAL RECOVERY IN CENTRAL AMERICA: SUPPORTING THE CRITICAL ROLE 100,000

GLOBAL PHILANTHROPY PARTNERSHIP

303 E WACKER DRIVE SUITE 2108 C/O
SIMMONS CENTER FOR GLOBAL CHICAGO
CHICAGO,IL60601 		  PC EQUITABLE TRANSPORTATION FUND ROUNDS 4 (2023) AND 5 (2024) 100,000

GOJOVEN BELIZE ALUMNI ASSOCIATION

54 BEST BUILDING HUMMINGBIRD
HIGHWAY
BELMOPAN CY    
BH 		  NC GOJOVEN YOUTH LEADERS IN SEXUAL REPRODUCTIVE HEALTH: EMPOWERED AGENTS FOR POSITIVE CHANGE, IN CAYO, STANN-CREEK, AND COROZAL 22,000

GOJOVEN BELIZE ALUMNI ASSOCIATION

54 BEST BUILDING HUMMINGBIRD
HIGHWAY
BELMOPAN,CAYO501
BH 		  NC EMPOWERING TOMORROW'S LEADERS: ADVANCING SEXUAL AND REPRODUCTIVE HEALTH THROUGH YOUTH LEADERSHIP 70,000

HISPANICS IN PHILANTHROPY

548 MARKET ST 60300
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT (MEMBERSHIP) 3,000

HISPANICS IN PHILANTHROPY

548 MARKET ST 60300
SAN FRANCISCO,CA94104 		  PC SUPPORTING CENTRAL AMERICAN WOMENS/GIRLS' SERVING ORGANIZATIONS THROUGH THE #GOMUJERES CAMPAIGN 10,000

ILLINOIS CAUCUS FOR ADOLESCENT HEALTH

2501 CHATHAM RD SUITE N
SPRINGFIELD,IL62704 		  PC GENERAL OPERATING SUPPORT 40,000

IN OUR BACKYARDS INC

275 PARK AVENUE SUITE A
BROOKLYN,NY11205 		  PC SUPPORT FOR TRANSIT-FOCUSED COMMUNITY PROJECTS 50,000

INICIATIVA GUATEMALA

PO BOX 1153
BEALETON,VA22712 		  PC GENERAL OPERATING SUPPORT 25,000

INNOVATION NETWORK FOR COMMUNITIES

156 GROVER LANE
TAMWORTH,NH038864429 		  PC COMMUNITY-DRIVEN RETROFIT ACCELERATORS: AN INCLUSIVE AND SCALABLE BUILDING DECARBONIZATION STRATEGY 150,000

INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES

7O NIVEL OFICINA 702
CIUDAD GUATEMALA    
GT 		  NC EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN GUATEMALA 60,000

INSTITUTE FOR LOCAL SELF-RELIANCE INC

2720 E 22ND STREET
MINNEAPOLIS,MN55406 		  PC ENERGY DEMOCRACY INITIATIVE 50,000

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA919506019 		  PC GENERAL PROGRAM SUPPORT FOR LOCAL SOLUTIONS FOR SCALING IMPACT IN MEXICO AND THE WIDER MESOAMERICAN REEF FOR RESILIENT COMMUNITIES, SUSTAINABLE FISHERIES AND HEALTHY OCEANS 90,000

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA919506019 		  PC GENERAL PROGRAM SUPPORT FOR LOCAL SOLUTIONS FOR SCALING IMPACT IN MEXICO AND THE WIDER MESOAMERICAN REEF FOR RESILIENT COMMUNITIES, SUSTAINABLE FISHERIES AND HEALTHY OCEANS 65,000

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA919506019 		  PC DESIGNATED FOR THE FRIENDS OF CENTRO MUJERES FUND 2,000

INTERNEWS NETWORK

PO BOX 4448
ARCATA,CA95518 		  PC STRENGTHENING FISHERIES REPORTING IN BELIZE 100,000

ISLAND PRESS

2000 M STREET NW SUITE 480-B
WASHINGTON,DC200363307 		  PC SUPPORTING THOUGHT LEADERSHIP ON SUSTAINABLE CITIES 75,000

JANE'S DUE PROCESS INC

PO BOX 685137
AUSTIN,TX787685137 		  PC GENERAL OPERATING SUPPORT 50,000

LATIN AMERICA WORKING GROUP EDUCATION FUND

1301 CONNECTICUT AVENUE SUITE 600
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 1,000

MAIA

1031 33RD STREET SUITE 176
DENVER,CO80205 		  PC THE COLECTIVO MULTICULTURAL LEADERSHIP PATHWAY PROJECT AND GENERAL SUPPORT 50,000

MARALLIANCE

2000 EDWARDS STREET SUITE B-100
HOUSTON,TX77007 		  PC STRENGTHENING MARALLIANCE'S CONSERVATION IMPACT IN BELIZE THROUGH TRAVEL SUPPORT 15,000

MESOAMERICAN REEF FUND

22 AVENIDA 0-59 ZONA 15 VISTA
HERMOSA II
GUATEMALA   GU 01015
GT 		  PC GENERAL PROGRAM SUPPORT FOR IMPROVING THE HEALTH AND RESILIENCE OF THE MESOAMERICAN REEF 2023-2025 250,000

MESOAMERICAN REEF FUND

22 AVENIDA 0-59 ZONA 15 VISTA
HERMOSA II
GUATEMALA   01015
GT 		  PC GENERAL PROGRAM SUPPORT FOR IMPROVING THE HEALTH AND RESILIENCE OF THE MESOAMERICAN REEF 2023-2025 20,000

MOTHERS OUT FRONT

PO BOX 55071 23686
BOSTON,MA02205 		  PC GENERAL OPERATING SUPPORT 100,000

MULTIPLIER

548 MARKET STREET PMB 81178
SAN FRANCISCO,CA941045401 		  PC COMBATTING OCEAN SEWAGE 5,000

NATIONAL ASSOCIATION OF CITY TRANSPORTATION OFFICIALS

120 PARK AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 50,000

NATUN GUATEMALA

1968 S COAST HWY 1904
LAGUNA BEACH,CA92651 		  PC EL DIRECTORIO GUATEMALA 4,930

NEW JERSEY ENVIRONMENTAL JUSTICE ALLIANCE

45 ACADEMY ST SUITE 205
NEWARK,NJ071022924 		  PC GENERAL OPERATING SUPPORT 30,000

NEW SUN ROAD PBC

1301 SOUTH 46TH STREET BUILDING 112
RICHMOND FIELD STATION
RICHMOND,CA94804 		  NC TECHNICAL ASSISTANCE TO WOMEN LEADERS OF THE DIGITAL COMMUNITY CENTERS IN HUEHUETENANGO AND ALTA VERAPAZ, GUATEMALA 25,000

OCEANA INC

1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		  PC GENERAL PROGRAM SUPPORT FOR OCEANA'S WORK IN BELIZE, 2023-2026 175,000

OCEANA INC

1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		  PC GENERAL PROGRAM SUPPORT FOR OCEANA'S FISHERIES WORK IN MEXICO 2023 15,000

ORGANIZATION FOR YOUTH EMPOWERMENT

3351 18TH STREET NW
WASHINGTON,DC20010 		  PC GENERAL OPERATING SUPPORT 40,000

PANORAMA GLOBAL

2101 4TH AVENUE SUITE 2100
SEATTLE,WA98121 		  PC PLATFORM FOR THE TRANSMISSION OF INTERGENERATIONAL MATRILINEAL CULTURAL KNOWLEDGE AND MODERN-DAY SKILLS TO NATIVE AMERICAN GIRLS 75,000

PIEDMONT ENVIRONMENTAL COUNCIL

POBOX 460
WARRENTON,VA20188 		  PC TRANSPORTATION AND SMART GROWTH FOR THE WASHINGTON DC REGION TO ACHIEVE CLIMATE AND EQUITY GOALS 30,000

POPULATION COUNCIL INC

ONE DAG HAMMARSKJOLD PLAZA
NEW YORK,NY100172201 		  PC ABRIENDO OPORTUNIDADES LEARNING RECOVERY PROGRAM FOR INDIGENOUS ADOLESCENT GIRLS IN MOMOSTENANGO, TOTONICAPAN 125,000

POPULATION COUNCIL INC

ONE DAG HAMMARSKJOLD PLAZA
NEW YORK,NY100172201 		  PC RESOURCE CENTER FOR EQUITABLE EDUCATIONAL RECOVERY IN GUATEMALA 30,000

PROTEUS FUND

275 MADISON AVENUE SUITE 600
NEW YORK,NY10016 		  PC THIRD WAVE FUND 20,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607 		  PC BUILDING POWER WITH RISE UP GIRLS NETWORKS TO ADVANCE GENDER EQUITY IN GUATEMALA AND HONDURAS 100,000

REGIONAL PLAN ASSOCIATION INC

1 WHITEHALL ST 16TH FLOOR
NEW YORK,NY10004 		  PC ENSURING CLIMATE AND EQUITY IN NEW YORK TRANSPORTATION SPENDING 50,000

RIDERS ALLIANCE INC

150 BROADWAY SUITE 1005
NEW YORK,NY10038 		  PC SUPPORTING NYSDOT REFORM & NYC BUS IMPROVEMENT 50,000

ROCKEFELLER PHILANTHROPY ADVISORS

120 BROADWAY SUITE 3475
NEW YORK,NY10271 		  PC REIMAGINING TRANSPORTATION 99,900

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301 		  PC ANALYSIS OF STATE-LEVEL GREENHOUSE GASES AND DEPARTMENT OF TRANSPORTATION POLICY 50,000

SAN FRANCISCO BAY AREA PLANNING AND URBAN RESEARCH ASSOCIATION

654 MISSION STREET
SAN FRANCISCO,CA941054015 		  PC REGIONAL MEASURE POLLING AND COMMUNICATIONS RESEARCH 50,000

SEATTLE INTERNATIONAL FOUNDATION

1601 5TH AVENUE SUITE 1900
SEATTLE,WA98101 		  PC GENERAL PROGRAM SUPPORT FOR THE CENTRAL AMERICA AND MEXICO YOUTH FUND 175,000

SEATTLE INTERNATIONAL FOUNDATION

1601 5TH AVENUE SUITE 1900
SEATTLE,WA98101 		  PC 2023 CENTRAL AMERICA DONORS FORUM 15,000

SHARED-USE MOBILITY CENTER

222 MERCHANDISE MART PLAZA SUITE
570
CHICAGO,IL60654 		  PC GENERAL OPERATING SUPPORT 30,000

SHE'S THE FIRST INC

590 AVENUE OF THE AMERICAS 8TH
FLOOR
NEW YORK,NY10011 		  PC ELLAS AL FRENTE: A TRAINING INITIATIVE TO INCREASE GIRLS POWER IN EMERGING CBOS IN GUATEMALA, HONDURAS, AND EL SALVADOR 25,000

SMART GROWTH AMERICA

1350 I STREET NW SUITE 425
WASHINGTON,DC20005 		  PC EQUITABLE FEDERAL IMPLEMENTATION AND FIGHTING HIGHWAY EXPANSION 150,000

SMART GROWTH AMERICA

1350 I STREET NW SUITE 425
WASHINGTON,DC20005 		  PC TRANSPORTATION EQUITY IN THE DC REGION 90,000

SMART GROWTH AMERICA

1350 I STREET NW SUITE 425
WASHINGTON,DC20005 		  PC EQUITABLE FEDERAL IMPLEMENTATION AND FIGHTING HIGHWAY EXPANSION 5,000

SMITHSONIAN INSTITUTION OFFICE OF SPONSORED PROJECTS

PO BOX 37012 MRC 1205
WASHINGTON,DC200137012 		  PC CONSERVING MANGROVES AND SEAGRASSES IN THE MESOAMERICAN REEF 2023-2024 55,000

SMITHSONIAN INSTITUTION OFFICE OF SPONSORED PROJECTS

PO BOX 37012 MRC 1205
WASHINGTON,DC200137012 		  PC GENERAL PROGRAM SUPPORT FOR THE HEALTHY REEFS FOR HEALTHY PEOPLE INITIATIVE AND CONSERVING MANGROVES AND SEAGRASSES IN THE MESOAMERICAN REEF 2022-2023 20,000

SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC LOCAL CLEAN ENERGY ALLIANCE 35,000

SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC ENERGY DEMOCRACY PROJECT 51,400

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805 		  PC DIVERSE CITY FUND - FINANCIAL AND SOCIAL CAPITAL FOR RACIAL AND SOCIAL JUSTICE 1,000

SPRING STREET CLIMATE FUND

POBOX24685
BROOKLYN,NY11202 		  PC POWER UP: A MEDIA GAME PLAN TO BRING NYS CLIMATE GOALS ACROSS THE FINISH LINE 50,000

STAND

548 MARKET STREET SUITE 74196
SAN FRANCISCO,CA94104 		  PC SAFE CITIES: FAST TRACKING CLEAN ENERGY SOLUTIONS 75,000

STICHTING RUTGERS

PO BOX 9022
UTRECHT   UT 3506 GA
NL 		  NC YIELD COLLECTIVE ACTION LEARNING HUB 75,000

TAHIRIH JUSTICE CENTER

6400 ARLINGTON BOULEVARD SUITE 400
FALLS CHURCH,VA220422333 		  PC GENERAL SUPPORT OF EFFORTS TO ASSIST REFUGEE WOMEN AND CHILDREN FLEEING GENDER-BASED VIOLENCE AND TO ADVOCATE FOR BETTER POLICIES TO PROTECT THEM 4,000

TEEN HEALTH MISSISSIPPI

125 S CONGRESS STREET SUITE 1330
JACKSON,MS39201 		  PC GENERAL OPERATING SUPPORT 40,000

THE DC ABORTION FUND

PO BOX 65061
WASHINGTON,DC20035 		  PC GENERAL OPERATING SUPPORT 1,000

THE FUNDERS NETWORK

6705 SW 57TH AVE SUITE 700
CORAL GABLES,FL33143 		  PC GENERAL OPERATING SUPPORT(MEMBERSHIP) 9,000

THE LIGHTHOUSE BLACK GIRL PROJECTS

PO BOX 607
JACKSON,MS39205 		  PC GENERAL OPERATING SUPPORT 50,000

THE NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY DBA POWER TO

1776 MASSACHUSETTS AVE NW SUITE 200
WASHINGTON,DC20036 		  PC CONTRACEPTIVE EQUITY INITIATIVE 20,000

THE TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA900889336 		  PC GENERAL OPERATING SUPPORT 10,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA900889385 		  PC CLIMATE AND COMMUNITY SUPPORT 50,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA900889385 		  PC FOR THE MANY EDUCATION FUND 30,000

TOLEDO INSTITUTE FOR DEVELOPMENT AND ENVIRONMENT

1 MILE SAN ANTONIO ROAD PO BOX 150
PUNTA GORDA TOWN,TOLEDO DISTRICT  
BH 		  NC GENERAL OPERATING SUPPORT, 2022-2025 10,000

TOLEDO INSTITUTE FOR DEVELOPMENT AND ENVIRONMENT

1 MILE SAN ANTONIO ROAD PO BOX 150
PUNTA GORDA TOWN,TOL TOLEDO DISTRI  
BH 		  NC GENERAL OPERATING SUPPORT, 2022-2025 188,000

TRI-STATE TRANSPORTATION CAMPAIGN

231 W 29TH STREET SUITE 904
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPORT 75,000

UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA

COLONIA BANTRAL CALLE PRINCIPAL
CASA NO 1
LA CEIBA    
HO 		  NC BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE, AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS 34,000

UNIVERSITY OF BRITISH COLUMBIA

102-6190 AGRONOMY ROAD
VANCOUVER,BCV6T1Z3
CA 		  PC ASSESSING THE STATUS OF BELIZE'S TOP 20 FISHERY RESOURCES 75,000

UNIVERSITY OF BRITISH COLUMBIA

102-6190 AGRONOMY ROAD
VANCOUVER,BCV6T1Z3
CA 		  PC ASSESSING FISHING MORTALITY FOR KEY SPECIES IN THE MESOAMERICAN REEF 30,000

URBAN SUSTAINABILITY DIRECTORS NETWORK

500 WESTOVER DRIVE 14973
SANFORD,NC27330 		  PC EMBEDDING JUSTICE IN EMBODIED CARBON POLICIES 150,000

URBAN SUSTAINABILITY DIRECTORS NETWORK

500 WESTOVER DRIVE 14973
SANFORD,NC27330 		  PC LEVERAGING NETWORKS TO ACCELERATE LOCAL CLIMATE ACTION 200,000

ASOCIACION FONDO CENTROAMERICANO DE MUJERES

URBANIZACION MONTEALEGRE DE RADIO
OMEGA 100 MTS NORTE 50 MTS ESTE
DISTRITO ZAPOTE CANTON CE,CANTON CENTRAL  
CS 		  NC GENERAL OPERATING SUPPORT 50,000

URGE UNITE FOR REPRODUCTIVE & GENDER EQUALITY

1012 14TH STREET NW SUITE 305
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 50,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BOULEVARD
BRONX,NY104601068 		  PC GENERAL OPERATING SUPPORT 5,000

WINDWARD FUND

1828 L STREET NW SUITE 300-C
WASHINGTON,DC20036 		  PC EQUITABLE BUILDING ELECTRIFICATION FUND: A COLLABORATION FOR FRONTLINE COMMUNITIES 95,000

WOMEN'S JUSTICE INITIATIVEINICIATIVA DE LOS DERECHOS DE LA MUJER

PO BOX 21540
NEW YORK,NY10087 		  PC GENERAL OPERATING SUPPORT 30,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		  PC IMPROVING BUFFER ZONES IN KEY WATERSHEDS TO REDUCE AGRICULTURAL RUN-OFF INTO THE MESOAMERICAN REEF, 2023-2025 150,000
Total .................................right arrow 3a 7,084,250
bApproved for future payment

AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY
529 14TH STREET NW SUITE 600
WASHINGTON,DC20045 		  PC MEETING THE MOMENT: LEVERAGING TRANSFORMATIVE FEDERAL FUNDING TO ADVANCE DECARBONIZATION AND EQUITY IN BUILDINGS AND TRANSPORTATION 100,000

ASOCIACION DE DESARROLLO SOCIO ECONOMICO INDIGENA BAYAN
BARRIO BELLA VISTA 5TA AVE 24 CALLE
LA CEIBA,ATLANTIDA31101
HO 		  NC HOLISTIC EDUCATION FOR YOUTH IN HONDURAS 50,000

CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES)
RESIDENCIAL ROBLE OESTE BLOQUE 15
CASA 15 II ETAPA
TEGUCIGALPA,FRANCISCO MORAZN11101
HO 		  NC RECARGA HONDURAS RESOURCE SUPPORT CENTER 26,000

CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES)
RESIDENCIAL ROBLE OESTE BLOQUE 15
CASA 15 II ETAPA
TEGUCIGALPA,FRANCISCO MORAZN11101
HO 		  NC RECARGA HONDURAS RESOURCE SUPPORT CENTER 26,000

CHISHOLM LEGACY PROJECT
300 E LOMBARD STREET SUITE 840
BALTIMORE,MD21202 		  PC GENERAL OPERATING SUPPORT 50,000

COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS
PO BOX 40991
DENVER,CO80204 		  PC GENERAL OPERATING SUPPORT 50,000

COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS
PO BOX 40991
DENVER,CO80204 		  PC GENERAL OPERATING SUPPORT 50,000

ENVIRONMENTAL LAW ALLIANCE WORLDWIDE
1412 PEARL STREET
EUGENE,OR97401 		  PC GENERAL PROGRAM SUPPORT FOR APPLYING LEGAL TOOLS TO PROTECT THE MESOAMERICAN REEF, 2023-2025 300,000

FUNDACION ACCESO
APARTADO POSTAL 288-2050 MONTES DE
OCA
SAN JOSE   11502
CS 		  NC WEAVING REGIONAL NETWORKS AND CAPACITIES FOR THE COMPREHENSIVE PROTECTION OF INDIVIDUALS, COLLECTIVES AND COMMUNITIES THAT PROMOTE AND DEFEND HUMAN RIGHTS 50,000

FUNDACION ACCESO
APARTADO POSTAL 288-2050 MONTES DE
OCA
SAN JOSE   11502
CS 		  NC WEAVING REGIONAL NETWORKS AND CAPACITIES FOR THE COMPREHENSIVE PROTECTION OF INDIVIDUALS, COLLECTIVES AND COMMUNITIES THAT PROMOTE AND DEFEND HUMAN RIGHTS 40,000

FUNDACION ACCESO
APARTADO POSTAL 288-2050 MONTES DE
OCA
SAN JOSE   11502
CS 		  NC WEAVING REGIONAL NETWORKS AND CAPACITIES FOR THE COMPREHENSIVE PROTECTION OF INDIVIDUALS, COLLECTIVES AND COMMUNITIES THAT PROMOTE AND DEFEND HUMAN RIGHTS 10,000

FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION
25 CALLE 2-39 ZONA 1
GUATEMALA,GUATEMALA01001
GT 		  NC SCALING UP NO-TAKE AREAS AND SUSTAINABLE FISHERIES MANAGEMENT IN CARIBBEAN GUATEMALA 2023-2024 150,000

FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION
25 CALLE 2-39 ZONA 1
GUATEMALA,GUATEMALA01001
GT 		  NC SEXUAL AND REPRODUCTIVE HEALTH SERVICES FOR RURAL INDIGENOUS WOMEN IN GUATEMALA: CONSOLIDATING AND SCALING UP A SUCCESSFUL DELIVERY MODEL IV 150,000

GIRL RISING
PO BOX 1836
PITTSFIELD,MA01201 		  PC GIRL RISING GUATEMALA GENDER EQUITY PROGRAMMING AND CAMPAIGN 125,000

GLASSWING INTERNATIONAL USA
1300 I STREET NW SUITE 400E
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

GLASSWING INTERNATIONAL USA
1300 I STREET NW SUITE 400E
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 100,000

GLOBAL FUND FOR CHILDREN
1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC HEEL: BOOSTING YOUTH LEADERSHIP FOR GENDER JUSTICE IN CENTRAL AMERICA 150,000

GLOBAL FUND FOR CHILDREN
1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		  PC GENERAL PROGRAM SUPPORT FOR IMPROVING THE HEALTH AND RESILIENCE OF THE MESOAMERICAN REEF 2023-2025 100,000

GLOBAL PHILANTHROPY PARTNERSHIP
303 E WACKER DRIVE SUITE 2108 C/O
SIMMONS CENTER FOR GLOBAL CHICAGO
CHICAGO,IL60601 		  PC EQUITABLE TRANSPORTATION FUND ROUNDS 4 (2023) AND 5 (2024) 100,000

HEALTHY REEFS FOR HEALTHY PEOPLE INC
1525 SW 5TH STREET
FORT LAUDERDALE,FL33312 		  PC GENERAL OPERATING SUPPORT 2023-2024 131,300

ILLINOIS CAUCUS FOR ADOLESCENT HEALTH
2501 CHATHAM RD SUITE N
SPRINGFIELD,IL62704 		  PC GENERAL OPERATING SUPPORT 40,000

INNOVATION NETWORK FOR COMMUNITIES
156 GROVER LANE
TAMWORTH,NH038864429 		  PC COMMUNITY-DRIVEN RETROFIT ACCELERATORS: AN INCLUSIVE AND SCALABLE BUILDING DECARBONIZATION STRATEGY 150,000

INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES
7O NIVEL OFICINA 702
CIUDAD GUATEMALA    
GT 		  NC EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN GUATEMALA 60,000

INSTITUTE FOR LOCAL SELF-RELIANCE INC
2720 E 22ND STREET
MINNEAPOLIS,MN55406 		  PC ENERGY DEMOCRACY INITIATIVE 50,000

ISLAND PRESS
2000 M STREET NW SUITE 480-B
WASHINGTON,DC200363307 		  PC SUPPORTING THOUGHT LEADERSHIP ON SUSTAINABLE CITIES 75,000

ISLAND PRESS
2000 M STREET NW SUITE 480-B
WASHINGTON,DC200363307 		  PC SUPPORTING THOUGHT LEADERSHIP ON SUSTAINABLE CITIES 75,000

MESOAMERICAN REEF FUND
22 AVENIDA 0-59 ZONA 15 VISTA
HERMOSA II
GUATEMALA   01015
GT 		  PC GENERAL OPERATING SUPPORT 250,000

MOTHERS OUT FRONT
PO BOX 55071 23686
BOSTON,MA02205 		  PC GENERAL OPERATING SUPPORT 100,000

NEW JERSEY ENVIRONMENTAL JUSTICE ALLIANCE
45 ACADEMY ST SUITE 205
NEWARK,NJ071022924 		  PC GENERAL OPERATING SUPPORT 20,000

OCEANA INC
1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		  PC GENERAL PROGRAM SUPPORT FOR OCEANA'S WORK IN BELIZE, 2023-2026 175,000

OCEANA INC
1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		  PC GENERAL PROGRAM SUPPORT FOR OCEANA'S WORK IN BELIZE, 2023-2026 175,000

PIEDMONT ENVIRONMENTAL COUNCIL
POBOX 460
WARRENTON,VA20188 		  PC TRANSPORTATION AND SMART GROWTH FOR THE WASHINGTON DC REGION TO ACHIEVE CLIMATE AND EQUITY GOALS 30,000

PIEDMONT ENVIRONMENTAL COUNCIL
POBOX 460
WARRENTON,VA20188 		  PC TRANSPORTATION AND SMART GROWTH FOR THE WASHINGTON DC REGION TO ACHIEVE CLIMATE AND EQUITY GOALS 15,000

POPULATION COUNCIL INC
ONE DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017 		  PC RESOURCE CENTER FOR EQUITABLE EDUCATIONAL RECOVERY IN GUATEMALA 30,000

PROTEUS FUND
275 MADISON AVENUE SUITE 600
NEW YORK,NY10016 		  PC THIRD WAVE FUND 20,000

PROTEUS FUND
275 MADISON AVENUE SUITE 600
NEW YORK,NY10016 		  PC THIRD WAVE FUND 20,000

PUBLIC HEALTH INSTITUTE
555 12TH STREET SUITE 600
OAKLAND,CA94607 		  PC BUILDING POWER WITH RISE UP GIRLS NETWORKS TO ADVANCE GENDER EQUITY IN GUATEMALA AND HONDURAS 150,000

REGIONAL PLAN ASSOCIATION INC
1 WHITEHALL ST 16TH FLOOR
NEW YORK,NY10004 		  PC ENSURING CLIMATE AND EQUITY IN NEW YORK TRANSPORTATION SPENDING 30,000

REGIONAL PLAN ASSOCIATION INC
1 WHITEHALL ST 16TH FLOOR
NEW YORK,NY10004 		  PC ENSURING CLIMATE AND EQUITY IN NEW YORK TRANSPORTATION SPENDING 50,000

RIDERS ALLIANCE INC
150 BROADWAY SUITE 1005
NEW YORK,NY10038 		  PC SUPPORTING NYSDOT REFORM & NYC BUS IMPROVEMENT 50,000

SHARED-USE MOBILITY CENTER
222 MERCHANDISE MART PLAZA SUITE
570
CHICAGO,IL60654 		  PC GENERAL OPERATING SUPPORT 30,000

SHE'S THE FIRST INC
590 AVENUE OF THE AMERICAS 8TH
FLOOR
NEW YORK,NY10011 		  PC ELLAS AL FRENTE: A TRAINING INITIATIVE TO INCREASE GIRLS POWER IN EMERGING CBOS IN GUATEMALA, HONDURAS, AND EL SALVADOR 25,000

SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC LOCAL CLEAN ENERGY ALLIANCE 35,000

STAND
548 MARKET STREET SUITE 74196
SAN FRANCISCO,CA94104 		  PC SAFE CITIES: FAST TRACKING CLEAN ENERGY SOLUTIONS 75,000

STICHTING RUTGERS
PO BOX 9022
UTRECHT    
NL 		  NC YIELD COLLECTIVE ACTION LEARNING HUB 75,000

TEEN HEALTH MISSISSIPPI
125 S CONGRESS STREET SUITE 1330
JACKSON,MS39201 		  PC GENERAL OPERATING SUPPORT 40,000

THE LIGHTHOUSE BLACK GIRL PROJECTS
PO BOX 607
JACKSON,MS39205 		  PC GENERAL OPERATING SUPPORT 50,000

TRI-STATE TRANSPORTATION CAMPAIGN
231 W 29TH STREET SUITE 904
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPORT 75,000

UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA
COLONIA BANTRAL CALLE PRINCIPAL
CASA NO 1
LA CEIBA    
HO 		  NC BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE, AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS 33,000

URBAN SUSTAINABILITY DIRECTORS NETWORK
500 WESTOVER DRIVE 14973
SANFORD,NC27330 		  PC LEVERAGING NETWORKS TO ACCELERATE LOCAL CLIMATE ACTION 150,000

URGE UNITE FOR REPRODUCTIVE & GENDER EQUALITY
1012 14TH STREET NW SUITE 305
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 50,000

URGE UNITE FOR REPRODUCTIVE & GENDER EQUALITY
1012 14TH STREET NW SUITE 305
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 50,000

WOMEN'S JUSTICE INITIATIVEINICIATIVA DE LOS DERECHOS DE LA MUJER
PO BOX 21540
NEW YORK,NY10087 		  PC GENERAL OPERATING SUPPORT 30,000

WORLD WILDLIFE FUND
1250 24TH STREET NW
WASHINGTON,DC20037 		  PC IMPROVING BUFFER ZONES IN KEY WATERSHEDS TO REDUCE AGRICULTURAL RUN-OFF INTO THE MESOAMERICAN REEF, 2023-2025 150,000
Total ................................. right arrow 3b 4,291,300
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 ........... 		    14 146  
4 Dividends and interest from securities ....     14 1,806,800  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,801,117  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,608,063 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,608,063
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING CONSULTANTS 96,078 6,750   85,749

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

TY 2023 ExpenditureResponsibilityStmt
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
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
CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES)
  		RESIDENCIAL ROBLE OESTE BLOQUE 15
CASA 15 II ETAPA
TEGUCIGALPA FM,HONDURAS  
HO 		2023-06-01 78,000 RECARGA HONDURAS RESOURCE SUPPORT CENTER 17,480 NO 05-16-2024 2024-05-16 INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH REPORTS DUE MAY 2025, AUGUST 2026.
GOJOVEN BELIZE ALUMNI ASSOCIATION
  		54 BEST BUILDING HUMMINGBIRD
HIGHWAY
BELMOPAN CY,BELIZE  
BH 		2023-09-01 70,000 EMPOWERING TOMORROW'S LEADERS: ADVANCING SEXUAL AND REPRODUCTIVE HEALTH THROUGH YOUTH LEADERSHIP 11,448 NO 04-05-2024 2024-06-03 INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH FINAL REPORT DUE OCTOBER 2024
NEW SUN ROAD PBC
  		1301 SOUTH 46TH STREET BUILDING 112
RICHMOND FIELD STATION
RICHMOND,CA94804 		2023-09-01 25,000 TECHNICAL ASSISTANCE TO WOMEN LEADERS OF THE DIGITAL COMMUNITY CENTERS IN HUEHUETENANGO AND ALTA VERAPAZ, GUATEMALA 8,977 NO 01-23-2024; 03-05-2024 2024-07-10 INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH REPORTS DUE OCTOBER 2025.
GOJOVEN BELIZE ALUMNI ASSOCIATION
  		54 BEST BUILDING HUMMINGBIRD
HIGHWAY
BELMOPAN CY,BELIZE  
BH 		2022-06-01 72,000 GOJOVEN YOUTH LEADERS IN SEXUAL REPRODUCTIVE HEALTH: EMPOWERED AGENTS FOR POSITIVE CHANGE, IN CAYO, STANN-CREEK, AND COROZAL 72,000 NO 03-31-2023; 09--21-2023 2023-10-26 GRANT CLOSED 2023
GOJOVEN BELIZE ALUMNI ASSOCIATION
  		54 BEST BUILDING HUMMINGBIRD
HIGHWAY
BELMOPAN CY,BELIZE  
BH 		2021-02-01 70,000 BRIDGING GAPS: ENABLING AN ENVIRONMENT TO INCREASE ADOLESCENT SEXUAL REPRODUCTIVE HEALTH AND RIGHTS SERVICES IN PARTNERSHIP WITH COMMUNITY HEALTH WORKERS 70,000 NO 11-30-2021; 04-13-2022; 07-28-2023 2023-10-05 GRANT CLOSED 2023
UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA
  		COLONIA BANTRAL CALLE PRINCIPAL
CASA NO 1 CONTIGUO A LA CASETA DE S
LA CEIBA AT,HONDURAS  
HO 		2021-11-01 25,000 BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS 25,000 NO 02-17-2022; 01-13-2023 2023-04-04 GRANT CLOSED 2023
BELIZE NETWORK OF NGO'S
  		2358 HIBISCUS AVENUE
BELMOPAN CITY,BELIZE  
BH 		2024-01-01 15,000 BUILDING THE EFFECTIVENESS OF THE BELIZE NETWORK OF NGO'S 0 NO NO REPORTS HAVE BEEN SUBMITTED TO DATE 2024-01-01 ACTIVE GRANT WITH FINAL REPORT DUE FEBRUARY 2024
UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA
  		COLONIA BANTRAL CALLE PRINCIPAL
CASA NO 1 CONTIGUO A LA CASETA DE S
LA CEIBA AT,HONDURAS  
HO 		2023-09-01 67,000 BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE, AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLNTIDA, HONDURAS 0 NO 06-29-2024 2024-07-10 INTERIM REPORT APPROVED 2024. ACTIVE GRANT WITH REPORTS DUE MARCH 2024 AND OCTOBER 2025

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Statement:
DISTRICT OF COLUMBIA AND DELAWARE NO LONGER REQUIRE A COPY OF THE FORM 990-PF TO BE FILED.

TY 2023 GeneralExplanationAttachment
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Identifier Return Reference Explanation
SELF DEALING FORM 4720, SCH A, PART I, (D) DESCRIPTION OF ACT NUMBERS 1-7 THE SUMMIT CHARITABLE FOUNDATION, INC. ("TSF OR THE "FOUNDATION") CHANGED IT PROVIDERS MID-YEAR OF 2024. A SUBSEQUENT REVIEW OF ITS MICROSOFT 365 LICENSES LED TO THE DISCOVERY THAT CERTAIN EMAIL ADDRESSES ASSOCIATED WITH SANT ASSOCIATES, LLC ("SA") , WHICH IS A DISQUALIFIED PERSON WITH RESPECT TO TSF, HAD BEEN INADVERTENTLY ADDED TO THE FOUNDATION'S MICROSOFT 365 ACCOUNT, FIRST OCCURRING IN 2017. THIS RESULTED IN TSF ACCIDENTALLY FURNISHING EMAIL SERVICES (I.E., THE MICROSOFT 365 SERVICES PAID FOR BY TSF) TO SA IN THE YEARS 2017 THROUGH 2024. TSF PROMPTLY REQUESTED THAT ITS IT PROVIDER HAVE THE SA EMAIL ADDRESSES REMOVED FROM THE ACCOUNT AND CONFIRMED THAT AS OF SEPTEMBER 10, 2024, THOSE EMAIL ADDRESSES NO LONGER APPEAR ON ITS MICROSOFT 365 ACCOUNT. TSF ALSO RECEIVED REIMBURSEMENT FROM SA IN THE AMOUNT OF $2,233.00 ON SEPTEMBER 24, 2024. THE $2,233.00 REPRESENTS THE COST OF THE MICROSOFT 365 ACCOUNT ALLOCABLE TO THE EMAIL ADDRESSES ASSOCIATED WITH SA PLUS INTEREST, FOR 2017 THROUGH 2024. GOING FORWARD, THE MICROSOFT 365 ACCOUNTS WILL BE REVIEWED ON AN ANNUAL BASIS TO ENSURE THAT NO FUTURE INCIDENT OF THIS TYPE OCCURS. THE EXTERNAL IT PROVIDER HAS BEEN EDUCATED TO NOT ADD ANY UNAPPROVED ADDRESSES TO THE FOUNDATION'S MICROSOFT 365 ACCOUNTS AND TO NEVER ADD ANY EMAIL ADDRESSES THAT DO NOT END IN "SUMMITFDN.ORG," WHICH IS THE EMAIL EXCHANGE FOR TSF STAFF. PLEASE NOTE THERE ARE EIGHT DIFFERENT 4720'S BEING FILED, ONE FOR EACH YEAR THAT WAS IMPACTED (2017-2024). FOUR OF THESE YEARS (2017, 2018, 2019 AND 2020) ARE BEING FILED VIA PAPER DUE TO SOFTWARE LIMITATIONS. THE 2024 YEAR WILL BE FILED ELECTRONICALLY IN 2025 ONCE THE TAX PREPARERS SOFTWARE IS UPDATED FOR THIS FILING ABILITY. PRIOR TO 2024, SA WAS A PARTNERSHIP THAT WAS REGARDED FOR TAX PURPOSES AND WAS OWNED MORE THAN 35% BY ROGER SANT. MR. SANT IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. AS OF JANUARY 2024, SA IS A DISREGARDED ENTITY AND MR. SANT IS ITS SOLE MEMBER. ACCORDINGLY, THE NAME OF THE SELF-DEALER PROVIDED IN PART II, FOR ACT 8, ON THE FORM 4720 FOR THE TAX YEAR 2024 IS MR. SANT. THE NAME OF THE SELF-DEALER PROVIDED IN PART II FOR EACH OF THE ACTS THAT OCCURRED IN YEARS 2017-2023 IS SANT ASSOCIATES, LLC.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Name of Bond End of Year Book Value End of Year Fair Market Value
MUNICIPAL AND CORPORATE BONDS 5,268,609 5,268,609

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCK 14,928,053 14,928,053

TY 2023 InvestmentsOtherSchedule2
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PRIVATE INVESTMENT FUNDS FMV 59,293,562 59,293,562
MUTUAL FUNDS AND U.S. TREASURY NOTES FMV 3,225,075 3,225,075
EXCHANGE TRADED FUNDS FMV 6,080,794 6,080,794

TY 2023 LandEtcSchedule2
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE 235,847 170,912 64,935 64,935
COMPUTER EQUIPMENT 77,747 48,232 29,515 29,515
LEASEHOLD IMPROVEMENTS 1,381,986 938,485 443,501 443,501


TY 2023 LegalFeesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL CONSULTANTS 49,993 0   32,033


TY 2023 OtherAssetsSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST AND DIVIDENDS RECEIVABLE 77,957 126,487 126,487
RIGHT OF USE ASSET 527,375 1,543,638 1,543,638


TY 2023 OtherDecreasesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Amount
PROVISION FOR DEFERRED EXCISE TAX 80,467


TY 2023 OtherExpensesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EQUIPMENT RENTAL & MAINT. 11,668 0   11,668
POSTAGE AND DELIVERY 372 0   372
SUBSCRIPTIONS/EDUCATIONAL MAT'L 4,212 0   4,212
SUPPLIES 2,420 0   3,137
COMPUTER EXPENSES 1,991 0   1,991
OFFICE EXPENSES 13,001 0   13,001
INSURANCE 20,572 0   20,290
TELEPHONE AND INTERNET SERVICE 24,153 0   27,760
DUES AND MEMBERSHIPS 34,662 0   34,662
SOFTWARE LICENSES AND WARRANTIES 50,840 0   50,840
WORKSHOPS/CONFERENCES/TRAINING 10,179 0   10,179


TY 2023 OtherIncomeSchedule2
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP K-1 INCOME   319,710  
PARTNERSHIP K-1 INCOME-UBI   0  


TY 2023 OtherIncreasesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Amount
UNREALIZED GAIN ON INVESTMENTS 5,923,316


TY 2023 OtherLiabilitiesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAXES 204,347 284,814
LEASE LIABILITY 770,479 1,743,847


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES K-1 0 346,144   0
INVESTMENT FEES 427,787 427,787   0
OTHER PROFESSIONAL FEES 529,460 0   595,678


TY 2023 TaxesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES K-1 0 21,940   0
FEDERAL EXCISE AND UBI TAXES 176,407 0   0