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 Wallace Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)140 Broadway 49 Floor
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY10005
A Employer identification number

13-6183757
B Telephone number (see instructions)

(212) 251-9700
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$1,706,055,092J 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 2,212,675 2,212,675 0
4 Dividends and interest from securities... 6,969,877 6,969,877 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
46,093,957
b Gross sales price for all assets on line 6a 504,391,204
7 Capital gain net income (from Part IV, line 2)... 85,013,402
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,022,873 -83,305 0
12 Total. Add lines 1 through 11........ 57,299,382 94,112,649 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,064,411 963,244   2,099,022
14 Other employee salaries and wages...... 7,267,568 1,013,096   6,310,480
15 Pension plans, employee benefits....... 3,176,665 451,683   2,805,230
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
277,263 42,998 0 244,233
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
203,500 101,750 0 51,457
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,494,579 5,126,166 0 8,535,419
17 Interest............... 296,203      
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
962,124 526,278 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
597,224 0 0
20 Occupancy.............. 1,800,222 176,492   1,635,261
21 Travel, conferences, and meetings....... 440,011 81,914   329,167
22 Printing and publications.......... 55,711 1,133   53,210
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,044,059 97,671 0 1,084,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,679,540 8,582,425 0 23,147,504
25 Contributions, gifts, grants paid....... 60,895,714 61,371,994
26 Total expenses and disbursements. Add lines 24 and 25 89,575,254 8,582,425 0 84,519,498
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -32,275,872
b Net investment income (if negative, enter -0-) 85,530,224
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 33,274,710 45,369,962 45,369,962
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 248,764 385,711 385,711
10a Investments—U.S. and state government obligations (attach schedule) 83,973,686 Click to see attachment
List of Attached Documents:
// Content
22,884,195 		22,884,195
b Investments—corporate stock (attach schedule)....... 133,963,020 Click to see attachment
List of Attached Documents:
// Content
71,267,377 		71,267,377
c Investments—corporate bonds (attach schedule)....... 99,545,029 Click to see attachment
List of Attached Documents:
// Content
146,689,417 		146,689,417
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,293,239,768 Click to see attachment
List of Attached Documents:
// Content
1,395,114,997 		1,395,114,997
14 Land, buildings, and equipment: basis right arrow9,144,432
Less: accumulated depreciation (attach schedule) right arrow2,419,081 7,310,156 Click to see attachment
List of Attached Documents:
// Content
6,725,351 		6,725,351
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
17,585,051 		Click to see attachment
List of Attached Documents:
// Content
17,618,082 		Click to see attachment
List of Attached Documents:
// Content
17,618,082
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,669,140,184 1,706,055,092 1,706,055,092
Liabilities 17 Accounts payable and accrued expenses.......... 2,427,882 2,054,924
18 Grants payable................. 6,559,760 5,955,155
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 25,000,000 Click to see attachment
List of Attached Documents:
// Content
0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
23,364,911 		Click to see attachment
List of Attached Documents:
// Content
23,376,260
23 Total liabilities (add lines 17 through 22)......... 57,352,553 31,386,339
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,611,787,631 1,674,668,753
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)..... 1,611,787,631 1,674,668,753
30 Total liabilities and net assets/fund balances (see instructions). 1,669,140,184 1,706,055,092
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
1,611,787,631
2
Enter amount from Part I, line 27a .....................
2
-32,275,872
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
95,156,994
4
Add lines 1, 2, and 3 ..........................
4
1,674,668,753
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
1,674,668,753
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 Publicly Traded Securities P    
b Liquidated Partnerships P    
c Foreign Corporations P    
d Partnerships and Alternative Investments P    
e Net Capital losses on Foreign exchange contracts 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 422,168,801   416,470,703 5,698,098
b 18,700,637   22,543,171 -3,842,534
c 65,396,547   55,395,293 10,001,254
d 133,590,853   60,386,285 73,204,568
e     47,984 -47,984
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     0 5,698,098
b     0 -3,842,534
c     0 10,001,254
d     0 73,204,568
e     0 -47,984
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 85,013,402
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 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,188,870
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,188,870
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,188,870
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,200,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,200,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,011,130
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,011,130 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See 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.wallacefoundation.org
14
The books are in care ofright arrowIngrid Rasmussen CFO Telephone no.right arrow (212) 251-9700

Located atright arrow ZIP+4right arrow  
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? .................
16Yes  
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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Anne Dinneen Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Richard L Kauffman Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Kent McGuire Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Jorge Ruiz de Velasco Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Amor Towles Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Kelly Ungeman Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Daniel Weiss Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Mary Beth West Director
1.000 		0 0 0
140 Broadway 49 Floor
New York,NY10005
Geraldine Sutera Legal/HR Assoc. & Asst Corp Secretary
40.000 		93,324 54,817 0
140 Broadway 49 Floor
New York,NY10005
Kenneth Austin General Counsel & Corp Secretary
50.000 		368,182 71,728 0
140 Broadway 49 Floor
New York,NY10005
Thomas Lenehan CIO & Asst Treasurer
50.000 		833,419 134,498 0
140 Broadway 49 Floor
New York,NY10005
Stacy J Martin CFO & Treasurer
50.000 		434,583 77,807 0
140 Broadway 49 Floor
New York,NY10005
William I Miller President & Director
50.000 		912,204 158,871 0
140 Broadway 49 Floor
New York,NY10005
Talia Shaull CHRO
50.000 		350,814 93,007 0
140 Broadway 49 Floor
New York,NY10005
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
Giselle Antoni VP-Youth Development
50.000 		331,947 91,560 0
140 Broadway 49 Floor
New York,NY10005
Bronwyn Bevan VP - Research
50.000 		372,792 78,981 0
140 Broadway 49 Floor
New York,NY10005
Bahia Ramos VP - Arts
50.000 		331,941 67,326 0
140 Broadway 49 Floor
New York,NY10005
Joyce Zhang Sr Officer - Invest.
50.000 		298,612 85,853 0
140 Broadway 49 Floor
New York,NY10005
Signe Conway Officer - Invest.
40.000 		333,033 64,992 0
140 Broadway 49 Floor
New York,NY10005
Total number of other employees paid over $50,000...................right arrow 36
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
The Hatcher Group Communication Consulting Services 794,434
4340 East West Highway Suite 912
Bethesda,MD20814
Community Wealth Partners Inc Learning & Enrichment Consulting Services 720,781
1030 15th Street NW Suite 1050
Washington,DC20005
Acronym Media Inc Communication Consulting Services 517,956
350 5th Ave Suite 6520
New York,NY10118
Mathematica Policy Research Inc Research and Consulting Services 510,565
600 Alexander Park
Princeton,NY08540
Crocus LLC Education Leadership Consulting Services 464,676
810 7th St NE Ste 261
Washinton,DC20002
Total number of others receiving over $50,000 for professional services.............right arrow51
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 TECHNICAL ASSISTANCE: Provide coordination and facilitation of learning communities and technical assistance to Grantees participating in our Youth Arts, Education Leadership, and Out of School Time initiatives. 2,376,908
2 DISSEMINATION: Through conference presentations, webinars, print advertising and media outreach, share Wallace research findings with non-grantee audiences, who can use the findings to improve their own work. 2,238,822
3 RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field. 930,780
4 POLICY: Public policy engagement activities include, within the constraints of the law, sharing evidence of what works and encouraging states to seek ESSA funding for evidence-based leadership work. 447,223
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
1,610,533,380
b
Average of monthly cash balances.......................
1b
53,118,597
c
Fair market value of all other assets (see instructions)................
1c
941,046
d
Total (add lines 1a, b, and c).........................
1d
1,664,593,023
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,664,593,023
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,968,895
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,639,624,128
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
81,981,206
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
81,981,206
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,188,870
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,188,870
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
80,792,336
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
80,792,336
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
80,792,336
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
84,519,498
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
6,795
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
84,526,293
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 80,792,336
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 26,287,754
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 84,526,293
a Applied to 2022, but not more than line 2a 26,287,754
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..... 58,238,539
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
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 .......... 		22,553,797
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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 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

1Hood Media Academy

460 Melwood Avenue Suite 207
Pittsburgh,PA15213 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 347,000

30000 Feet

2355 Highway 36 West Suit 400
Roseville,MN55113 		  PC To participate in Advancing Opportunities for Adolescents 175,000

Afterschool Alliance

1616 H Street NW Suite 820
Washington,DC20006 		  PC To support Afterschool Alliance as a communications partner. 175,000

American Association of Museums

2451 Crystal Drive Suite 1005
Arlington,VA22202 		  PC To support AAM as a communications partner. 100,000

American Association of Colleges for Teacher Education

1307 New York Avenue NW Suite 300
Washington,DC200054701 		  PC To support AACTE as a communications partner. 150,000

American Association of School Administrators Inc

1615 Duke Street
Alexandria,VA22314 		  PC To support AASA as a communications partner. 175,000

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. 500,374

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. 659,974

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC To conduct an analysis of the cost and revenue associated with a range of high-quality afterschool and summer programs. 143,261

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC To provide expert consulting on its process of investigating several different aspects of the OST space. 46,152

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC Studying Community Efforts to Engage Middle and High School Youth in Out-of-School Time Learning Opportunities. 449,207

Arab Community Center for Economic & Social Services

2651 Saulino Court
Dearborn,MI48120 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 600,000

Arizona State University Foundation for A New American University

PO Box 2260
Tempe,AZ852602260 		  PC Planning phase for the new Arts initiative Community Orientation Study 352,695

Arts Administrators of Color Network

1001 3rd Street SW
Washington,DC20024 		  PC To create a survey that will address a knowledge gap on the aspirations, needs, and perspectives of arts administrators and artists of the global majority. 39,000

The Arts for Healing and Justice Network

2727 E Anaheim St PO Box 4722
Long Beach,CA90804 		    To participate in Advancing Opportunities for Adolescents 225,000

Arts Midwest Incorporated

2908 Hennepin Avenue Suite 200
Minneapolis,MN554081954 		  PC To fund a broader group of smaller Arts organizations by re-granting through intermediaries 1,000,000

Asian American-Pacific Islanders in Philanthropy Inc

211 Sutter Street Suite 600
San Francisco,CA94108 		  PC For general operating support. 20,000

Association of Arts Administration Educators Inc

37 Kneeland St
Cranston,RI02905 		  PC To support AAAE as a communications partner. 25,000

Association of Black Foundation Executives Inc

55 Exchange Place 4th FL
New York,NY10005 		  PC For general operating support. 25,000

Association of Performing Arts Professionals Inc

919 18th Street NW Suite 650
Washington,DC20006 		  PC To support APAP as a communications partner. 100,000

Adams Arapahoe School District 28J

15701 East 1st Avenue Suite 106
Aurora,CO80011 		  GOV To participate in Advancing Opportunities for Adolescents 175,000

Barnard College

Dr Debora L Spar President- Barnard
College
New York,NY10027 		  PC For general operating support in honor of Jody Spiro '74. 20,000

Beyond Differences

PO Box 9070
San Rafael,CA94912 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace 5,000

BlackStar Projects

1901 South Ninth Street Suite 414
Philadelphia,PA19148 		  PC To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. 585,000

Boston After School & Beyond Inc

89 South Street Suite 601
Boston,MA02111 		  PC To provide 25% of a total $1M matching commitment for this grantee's application to the Massachusetts Department of Education grant project to support the planning and implementation of SEL-infused Summer Learning programs that include academics and enrichment during Summer 2023. 250,000

Cambridge Friends School Inc

5 Cadbury Road
Cambridge,MA02140 		  PC General operating support in honor of Wallace's Vice President of Communications Lucas Held upon his retirement. 1,000

Camden FireWorks Incorporated

1813 S Broadway
Camden,NJ08104 		  PC To design a study 'Measuring Artistic Vitality Through a Black Feminist Lens', in partnership with research partner the Smithsonian Center for Folklife and Cultural Heritage 26,930

Candid

32 Old Slip Fl 24
New York,NY10005 		  PC For general operating support. 50,000

Capitol Region Education Council

111 Charter Oak Avenue
Hartford,CT06106 		  GOV To support the Passage to Purpose partnership's participation in Advancing Opportunities for Adolescents 175,000

Cave Canem Foundation Inc

20 Jay Street Suite 310-A
Brooklyn,NY11201 		  PC To conduct a mixed-methods study investigating the organizational needs, strategies, and models that enable Black literary arts service organizations to thrive despite adverse socioeconomic conditions. 133,983

Center for Disaster Philanthropy Inc

2019 California Wildfires Recovery
One Thomas Circle NW
Washington,DC20005 		  PC To contribute to the Hawaii Wildfire Recovery Fund. 150,000

Center for Evaluation Innovation Inc

1660 L Street NW Suite 450
Washington,DC20036 		  PC For general support of the Evaluation Roundtable. 50,000

Chamber Music America Inc

12 West 32nd Street 7th Floor
New York,NY10001 		  PC To support CMA as a communications partner. 100,000

Chattanooga Chamber Foundation

811 Broad Street Suite 100
Chattanooga,TN37402 		  PC To support Chattanooga 2.0's participation in Advancing Opportunities for Adolescents 175,000

Chicago Sinfonietta Inc

70 E Lake Street Suite 1430
Chicago,IL60601 		  PC To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. 688,000

Child Trends Incorporated

12300 Twinbrook Parkway Suite 235
Rockville,MD20852 		  PC To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. 7,093

Columbus City Schools

270 E State Street
Columbus,OH43215 		  GOV To participate in the Equity-Centered Pipeline Initiative for Year 3. 1,600,000

Columbus City Schools

270 E State Street
Columbus,OH43215 		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity 100,000

Communities Foundation of Texas Inc

5500 Caruth Haven Lane
Dallas,TX75225 		  PC To support the TEA, CFT (TIN) and the Learning Agenda in hosting a breakfast reception for ADSY VSL partners attending the 2023 TASA Midwinter Conference in Austin, TX. 22,500

Community Partners

1000 North Alameda Street Suite 24
Los Angeles,CA90012 		  PC To support the Mayor's Fund for Education with its participation in Advancing Opportunities for Adolescents 225,000

Community Resource Exchange

228 Park Ave S PMB 78695
New York,NY100031502 		  PC To provide coaching and consulting services the New Arts Initiative grantees. 66,000

Council of Chief State School Officers

One Massachusetts Avenue NW Suite 7
00
Washington,DC20001 		  PC To support an effort in collaboration with National Summer Learning Association to build state expertise in providing summer programs in 2021 and 2022 and now 2023 that help compensate for the disruption to education caused by the COVID-19 pandemic. 250,000

Council of Chief State School Officers

One Massachusetts Avenue NW Suite 7
00
Washington,DC20001 		  PC To support CCSSO as a communications partner. 150,000

Council of Chief State School Officers

One Massachusetts Avenue NW Suite 7
00
Washington,DC20001 		  PC To support an effort in collaboration with National Summer Learning Association through the State Summer Learning Network to support up to eight states with customized intensive summer learning planning with a designated NSLA coach. 250,000

Council on Foundations Inc

2121 Crystal Drive Suite 700
Arlington,VA22202 		  PC For general operating support. 24,000

Dance USA

1029 Vermont Avenue NW Suite 400 NW
Suite 400
Washington,DC20005 		  PC To support Dance/USA as a communications partner. 100,000

DC Public Education Fund

3407 14th Street NW
Washington,DC20010 		  PC For DC Public Schools to participate in the Equity-Centered Pipeline Initiative for Year 3 1,600,000

DC Public Education Fund

3407 14th Street NW
Washington,DC20010 		  PC For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity 100,000

DePaul University

1 E Jackson Blvd
Chicago,IL60604 		  PC To participate in Advancing Opportunities for Adolescents 175,000

Digital Promise Global

1001 Connecticut Ave NW Suite 935
Washington,DC20036 		  PC To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. 84,207

EastSide Arts Alliance

PO Box 17008
Oakland,CA94606 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 399,000

Editorial Projects in Education Inc

6935 Arlington Road Suite 100
Bethesda,MD20814 		  PC To support Education Week with a media sponsorship. 1,300,000

Education Commission of the States

700 N Broadway Suite 810
Denver,CO80203 		  PC For general support of the Arts Education Partnership. 10,000

Education Development Center Inc

300 Fifth Avenue Suite 2010
Waltham,MA02451 		  PC To convene a professional learning community for ECPI state partner liaisons from the eight districts participating in the Equity-Centered Pipeline Initiative four times over the course of 2024. 106,098

Education Writers Association

3516 Connecticut Avenue NW
Washington,DC20008 		  PC To support Education Writers Association with a media sponsorship. 250,000

Emerson College

120 Boylston Street
Boston,MA02116 		  PC To design the study, 'Writing an Archive to Create a Canon', in partnership with research partners the Latinx Theatre Commons Circle of Scholars. 50,000

Esperanza Peace and Justice Center

922 San Pedro Avenue
San Antonio,TX78212 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 217,000

Expanded Schools Inc

11 West 42nd Street 3rd Floor
New York,NY10036 		  PC To support 'Every Hour Counts' in planning and executing its Spring 2023 Institute to be held in Palm Beach County, FL 475,000

Famicos Foundation Inc

1325 Ansel Rd
Cleveland,OH44106 		  PC To support MyCom Cleveland with its participation in Advancing Opportunities for Adolescents 175,000

Family Health International

359 Blackwell Street Suite 200
Durham,NC27701 		  PC To extend the District Summer Learning Network through March 2025 to enable districts to better sustain their summer learning work and to support five SEAs in integrating summer learning as an educational strategy. 1,290,799

First Peoples Fund

PO Box 2977
Rapid City,SD57709 		  PC To provide tested survey measures for arts participation and employment that better align with Native individuals' understanding and experiences of artistic and cultural engagement. 250,000

Fresno Unified School District

2309 Tulare Street
Fresno,CA93721 		  GOV To participate in the Equity-Centered Pipeline Initiative for Year 3 1,600,000

Fresno Unified School District

2309 Tulare Street
Fresno,CA93721 		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity 100,000

Fund for Educational Excellence Inc

800 North Charles Street Suite 400
Baltimore,MD21201 		  PC For Baltimore City Public Schools to participate in the Equity-Centered Pipeline Initiative for Year 3. 1,600,000

Fund for Educational Excellence Inc

800 North Charles Street Suite 400
Baltimore,MD21201 		  PC For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity 100,000

Funders for Lesbian and Gay Issues Inc

45 West 36th Street 8th Floor
New York,NY10018 		  PC For general operating support. 30,000

Good Causes Inc

272 Broadway
Albany,NY12204 		  PC To support The Poughkeepsie Children's Cabinet's participation in Advancing Opportunities for Adolescents 175,000

Grantmakers for Education

720 SW Washington Street Suite 605
Portland,OR97205 		  PC For general operating support. 14,400

Grantmakers for Education

720 SW Washington Street Suite 605
Portland,OR97205 		  PC To sponsor GFE's 2023 Annual Conference in Atlanta, GA on October 10-12, 2023 at the Liaison Level. 15,000

Grantmakers for Education

720 SW Washington Street Suite 605
Portland,OR97205 		  PC To support the formation of a Grantmakers for Education OST Impact Group with a governance structure and goals. 35,000

Grantmakers for Effective Organizations

1725 DeSales Street NW Suite 404
Washington,DC20036 		  PC For general operating support. 14,000

Grantmakers in the Arts

4055 21st Avenue West Suite 100
Seattle,WA981991247 		  PC For general operating support. 23,190

Greater Milwaukee Foundation Inc

101 W Pleasant St Suite 210
Milwaukee,WI53212 		  PC To support Milwaukee Succeeds with its participation in Advancing Opportunities for Adolescents 175,000

Hartnell College Foundation

411 Central Avenue
Salinas,CA93901 		  PC To participate in Advancing Opportunities for Adolescents 175,000

President and Fellows of Harvard College

Hutchins Center 1033 Massachusetts
Ave
Cambridge,MA02138 		  PC To provide a 10% match for the first year of Harvard Graduate School of Education's application for an Education Innovation Research grant from the U.S. Department of Education for a project to test, refine, and implement SEL kernels in 21st Century after school programs in the state of Nebraska. 100,000

President and Fellows of Harvard College

Hutchins Center 1033 Massachusetts
Ave
Cambridge,MA02138 		  PC A study of the effects of urban gentrification on youth workers and minoritized youth attending out-of-school time programs, including those that focus on or include arts programming. 6,354

Afro-American Cultural Center Inc

551 South Tryon Street
Charlotte,NC28202 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 515,000

Hennepin County

300 South 6th Street MC 131
Minneapolis,MN55487 		  GOV To support Hennepin County Public Health's participation in Advancing Opportunities for Adolescents 225,000

Hispanics In Philanthropy

414 13th Street Suite 200
Oakland,CA94612 		  PC For general operating support for Hispanics in Philanthropy and CHANGE Philanthropy. 58,250

Hopeloft A NJ Nonprofit Corporation

40 E Commerce St
Bridgeton,NJ08302 		  PC To participate in Advancing Opportunities for Adolescents 225,000

Independent Sector

1602 L STREET NW SUITE 900
WASHINGTON,DC20036 		  PC For general operating support. 24,850

Inquiring Systems Inc

887 Sonoma Ave 23
Santa Rosa,CA95404 		  PC A three-year RPP planning grant that will collaborate with BIPOC artists and arts organizations to develop shared research questions exploring the colonial, ecological, and extractive histories of this land. 56,270

Board of Education of Jefferson County Kentucky

PO Box 34020
Louisville,KY402324020 		  GOV To participate in the Equity-Centered Pipeline Initiative for Year 3 1,600,000

Board of Education of Jefferson County Kentucky

PO Box 34020
Louisville,KY402324020 		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity 100,000

Kauluakalana

PO Box 833
Kailua,HI96734 		  PC To participate in Advancing Opportunities for Adolescents 175,000

Kennesaw State University Research and Service Foundation Inc

1000 Chastain Rd MS 0111
Kennesaw,GA301445591 		  PC To support 'Youth Today' with a media sponsorship. 200,000

Kids Included Together San Diego Inc

2820 Roosevelt Rd Ste 202
San Diego,CA92106 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. 5,000

Kyoung Park

PO Box 100140
Brooklyn,NY11210 		  PC To develop a research planning proposal in support of "Devising Peacemaking Theater: Advancing a Culture of Peace". 50,000

American Symphony Orchestra League

33 West 60th Street 5th Floor
New York,NY10023 		  PC To support the League of American Orchestras as a communications partner. 100,000

Learning Forward

17330 Preston Road- Suite 106D
Dallas,TX75252 		  PC To manage the Equity-Centered Pipeline Initiative Learning Community. 10,792

Learning Forward

17330 Preston Road- Suite 106D
Dallas,TX75252 		  PC To support Learning Forward as a communications partner. 175,000

Learning Forward

17330 Preston Road- Suite 106D
Dallas,TX75252 		  PC To manage the Equity-Centered Pipeline Initiative Learning Community 50,000

Learning Policy Institute

1530 Page Mill Road Suite 250
Palo Alto,CA94304 		  PC To fund phase 3 of Whole Child Policy Table 800,000

Learning Policy Institute

1530 Page Mill Road Suite 250
Palo Alto,CA94304 		  PC To create a report that documents the key levers that states are using to support summer learning programs 225,000

Local Initiatives Support Corporation

28 Liberty Street 34th Floor
New York,NY10005 		  PC To participate in Advancing Opportunities for Adolescents 175,000

County of Los Angeles

1055 Wilshire Blvd Ste 800
Los Angels,CA90017 		  PC To participate in Advancing Opportunities for Adolescents 225,000

Mid Atlantic Arts Inc

201 N Charles St Ste 401
Baltimore,MD21201 		  PC To fund a broader group of smaller Arts organizations by re-granting through intermediaries 1,000,000

Mid-America Arts Alliance

2018 Baltimore Avenue
Kansas City,MO64108 		  PC To fund a broader group of smaller Arts organizations by re-granting through intermediaries 1,000,000

Mississippi Center for Cultural Production

319 White Oak St
Utica,MS39175 		  PC Trading in Cultural Memory - A Study of Call and Response as the primary element of equitable community design. 244,575

Mosaic America

19143 Harleigh Drive
Saratoga,CA95070 		  PC To survey and map Black, Indigenous, and People of Color artists and culture bearers in the urban communities of Santa Clara and San Francisco Counties and the rural communities of coastal San Mateo County utilizing a mixed-methods approach. 91,562

Movement Strategy Center

436 14th Street Suite 425
Oakland,CA94612 		  PC To conduct a mixed-methods study that investigates and documents the ecosystem of Black artists, creatives, and cultural entrepreneurs in Memphis, Tennessee. 77,192

Museo de Arte Contemporaneo de Puerto Rico Inc

Avenida Ponce De Leon Pda18 1220 Es
q Roberto H Todd
San Juan,PR00909 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color 693,050

My Connect Community Inc

6700 Bellaire Blvd
Houston,TX77074 		  PC To participate in Advancing Opportunities for Adolescents 175,000

Nashville Public Library Foundation

615 Church Street
Nashville,TN37219 		  PC To support Nashville After Zone Alliance's participation in Advancing Opportunities for Adolescents, a new Wallace strategy to support and strengthen collaborative communities to promote youth development for youth who have been most excluded from opportunities and to inform Wallace's future efforts in the area. 225,000

National AfterSchool Association

2961A Hunter Mill Road 626
Oakton,VA22124 		  PC To support NAA as a communications partner. 175,000

National Association of Elementary School Principals Foundation

1615 Duke Street
Alexandria,VA223142483 		  PC To support NAESP as a communications partner. 100,000

National Association of Latino Arts and Culture

1208 Buena Vista Street
San Antonio,TX78207 		  PC A planning grant to develop a re-granting initiative through intermediaries. 250,000

National Association of Latino Arts and Culture

1208 Buena Vista Street
San Antonio,TX78207 		  PC Research expansion grant to conduct the study, 'National Study of Latinx Arts and Culture Organizations', in partnership with research partner the National Opinion Research Center (NORC) at the University of Chicago. 249,902

National Association of Secondary School Principals

1904 Association Drive
Reston,VA201911502 		  PC To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives. 128,000

National Association of Secondary School Principals

1904 Association Drive
Reston,VA201911502 		  PC To support NASSP as a communications partner. 175,000

National Association of State Boards of Education

333 John Carlyle Street Suite 530
Alexandria,VA22314 		  PC To support NASBE as a communications partner. 150,000

National Coalition for Asian Pacific American Community Development

1825 San Pablo Ave Ste 2
Oakland,CA94612 		  PC To conduct a study that will document community arts initiatives and community capacity-building in Asian American, Native Hawaiian and Pacific Islander communities. 287,945

National Conference of State Legislatures

7700 E First Place
Denver,CO80230 		  GOV To support NCSL as a communications partner. 150,000

National Governors Association Center for Best Practices

444 North Capitol Street NW Suite 2
67
Washington,DC200011512 		  PC To support NGA as a communications partner. 100,000

National Guild for Community Arts Education Inc

520 8th Avenue Suite 302
New York,NY10018 		  PC For general operating support. 25,000

National Indian Education Association

1514 P Street NW Suite B
Washington,DC20005 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. 5,000

National League of Cities Institute Inc

1301 Pennsylvania Ave NW
Washington,DC20004 		  PC To support NLCI as a communications partner. 75,000

National Public Radio Inc

111 North Capitol Street NE
Washington,DC20002 		  PC To support NPR's coverage of education issues through a media sponsorship. 1,850,000

National Summer Learning Association Inc

575 South Charles Street Suite 310
Baltimore,MD21201 		  PC To support an effort in collaboration with Council of Chief State School Officers to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. 650,000

National Summer Learning Association Inc

575 South Charles Street Suite 310
Baltimore,MD21201 		  PC To support NSLA as a communications partner. 150,000

National Urban League Inc

120 Wall Street 8th Floor
New York,NY10005 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. 5,000

Native Americans in Philanthropy

1000 N Alameda Street Suite 116
Los Angeles,CA90012 		  PC For general operating support. 30,000

New England Foundation for the Arts Inc

1000 Washington St Fl 2
Boston,MA02118 		  PC To fund a broader group of smaller Arts organizations by re-granting through intermediaries 1,000,000

New Venture Fund

1201 Connecticut Avenue NW Suite 30
0
Washington,DC20036 		  PC To conduct a study updating IllumiNative's 2016-2018 Reclaiming Native Truth (RNT) research. 500,000

New York University

PO 837
New York,NY10009 		  PC For general support of The Research Alliance for New York City Schools. 1,136,211

New York University

PO 837
New York,NY10009 		  PC For general support of The Research Alliance for New York City Schools. 75,000

NextUp RVA

3409 Moore Street
Richmond,VA23230 		  PC To participate in Advancing Opportunities for Adolescents 225,000

Nonprofit New York Inc

135 West 36th Street 15th Floor
New York,NY10013 		  PC For general operating support. 1,000

North Carolina State University

Campus Box 7205
Raleigh,NC27695 		  GOV Knowledge, Beliefs, and Mindsets (KBMs) about Equity in Educators and Educational Leadership Survey. 233,535

Northland Foundation Inc

202 West Superior Street Suite 610
Duluth,MN55802 		  PC To participate in Advancing Opportunities for Adolescents 175,000

Organization of Chinese Americans Inc

900 19th Street NW 6th Floor
Washington,DC20006 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. 5,000

Opera America Inc

330 7th Avenue 8th Floor
New York,NY10001 		  PC To support Opera America as a communications partner. 100,000

PEAK Grantmaking Inc

1666 K Street NW 440
Washington,DC20006 		  PC For general operating support. 9,250

The Philadelphia Dance Company

9 North Preston Street
Philadelphia,PA191042210 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color 425,000

Philadelphia Works Inc

1617 John F Kennedy Blvd 13th FL
Philadelphia,PA19103 		  PC To participate in Advancing Opportunities for Adolescents 225,000

Philanthropy New York Inc

320 East 43rd Street
New York,NY10017 		  PC For general operating support. 49,250

Pillsbury United Communities Inc

3501 Chicago Avenue South
Minneapolis,MN55407 		  PC To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. 880,500

School District No 1J Multnomah County Oregon

501 N Dixon Street
Portland,OR97227 		  GOV To participate in the Equity-Centered Pipeline Initiative for Year 3 1,600,000

School District No 1J Multnomah County Oregon

501 N Dixon Street
Portland,OR97227 		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. 100,000

Pregones Puerto Rican Traveling Theater Inc

571-575 Walton Avenue
Bronx,NY10451 		  PC To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. 595,000

Providence After School Alliance Inc

81 Carpenter Street
Providence,RI02903 		  PC For general operating support of PASA in recognition of the legacy of Hillary Salmons, founder and retired Executive Director. 20,000

Queer Women of Color Media Arts Project

1014 Torney Avenue Suite 111
San Francisco,CA941291755 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color 189,000

Ragamala Dance

3754 Pleasant Avenue Suite 422W
Minneapolis,MN55409 		  PC A planning grant to prepare for implementation work as part of a new Arts initiative. 25,000

Ragamala Dance

3754 Pleasant Avenue Suite 422W
Minneapolis,MN55409 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color 274,000

RAND Corporation

1776 Main Street PO Box 2138
Santa Monica,CA904072138 		  PC To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. 859,888

RAND Corporation

1776 Main Street PO Box 2138
Santa Monica,CA904072138 		  PC To support the RAND American School District Panel. 500,000

RAND Corporation

1776 Main Street PO Box 2138
Santa Monica,CA904072138 		  PC To support RAND's district superintendent panel and interviews. 223,967

RAND Corporation

1776 Main Street PO Box 2138
Santa Monica,CA904072138 		  PC To bring the evidence base on arts and child/youth well-being from across disciplinary fields and from research and practice together into a comprehensive literature review. 109,906

Red Wing Youth Outreach Program Inc

410 Guernsey Lane
Red Wing,MN55066 		  PC To participate in Advancing Opportunities for Adolescents 175,000

Research for Action Inc

100 South Broad Street Suite 700
Philadelphia,PA191101019 		  PC To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. 5,000

Research for Action Inc

100 South Broad Street Suite 700
Philadelphia,PA191101019 		  PC To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. 286,982

San Antonio Independent School District

514 W Quincy
San Antonio,TX78212 		  GOV To participate in the Equity-Centered Pipeline Initiative for Year 3 1,600,000

San Antonio Independent School District

514 W Quincy
San Antonio,TX78212 		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity 100,000

San Diego State University Foundation

5250 Campanile Drive MC 1947
San Diego,CA921821947 		  PC To manage the Equity-Centered Pipeline Initiative Faculty Learning Community 210,000

Partners in Education Foundation for the Santa Fe Public Schools

PO Box 23374
Santa Fe,NM87502 		  PC To participate in Advancing Opportunities for Adolescents 225,000

Self-Help Graphics and Art Inc

1300 E 1st Street
Los Angeles,CA90033 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color 294,000

Gilloury Institute

6 E Monroe St Unit 801
Chicago,IL60603 		  PC To design the study "Cultural Mapping as a Tool for Serving SWANA Arts Service Organizations in the United States" 50,000

Social Science Research Council

One Pierrepont Plaza
Brooklyn,NY11201 		  PC To support the Fellows who will conduct ethnographies/histories of the arts organizations in the new initiative. 1,181,781

Society for Research in Child Development Inc

1825 K Street NW Suite 325
Washington,DC20006 		  PC To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. 80,000

Sodus Central School District

PO Box 220
Sodus,NY14551 		  GOV To participate in Advancing Opportunities for Adolescents 225,000

South Arts Inc

1800 Peachtree Street NW Ste 808
Atlanta,GA30309 		  PC To fund a broader group of smaller Arts organizations by re-granting through intermediaries 1,000,000

South Asian American Digital Archive NFP

1650 Arch Street Ste 2130
Philadelphia,PA191032029 		  PC To conduct a survey, focus groups, interviews, and archival research to investigate the resources arts organizations of color need to document, preserve, and share their own histories. 19,752

STEM Next Opportunity Fund

2305 Historic Decatur Road Suite 10
0
San Diego,CA92106 		  PC To support the STEM Next Fellows pooled funding project. 739,177

SOA Village Housing

490 Lake Park Avenue 16242
Oakland,CA94610 		  PC To conduct a study that aims to contribute toward defining East Oakland Black Culture in Placekeeping 131,148

The Taos Community Foundation Inc

PO Box 1925
Taos,NM87571 		  PC To participate in Advancing Opportunities for Adolescents 175,000

Teachers College Columbia University

525 West 120th Street Box 163
New York,NY10027 		  PC To produce a report that comprehensively reviews the literature on equity-centered leadership, and will articulate a racially and culturally responsive approach and employ it to provide research and evidence-based guidance and suggestions on preparing equity-centered leaders across the seven domains of the principal pipeline. 20,577

Teachers College Columbia University

525 West 120th Street Box 163
New York,NY10027 		  PC To support 'The Hechinger Report' with a media sponsorship. 200,000

Technology Association of Grantmakers Inc

200 W Madison Street 3rd Floor
Chicago,IL60606 		  PC For general operating support. 5,000

Center for Effective Philanthropy Inc

675 Massachusetts Avenue Ste 7
Cambridge,MA02139 		  PC For general operating support. 100,000

Communication Network

1717 North Naper Blvd Suite 102
Naperville,IL60563 		  PC For general operating support. 21,500

The DreamYard Project Inc

1085 Washington Ave
Bronx,NY10456 		  PC DreamYard Project will develop and pilot a data system for use in creative youth development programs. 250,000

The Education Trust Inc

1250 H Street NW Suite 700
Washington,DC20005 		  PC To support The Education Trust as a communications partner. 175,000

The Forum for Youth Investment

7064 Eastern Avenue NW
Washington,DC20012 		  PC To support The Forum for Youth Investment as a communications partner. 150,000

The Forum for Youth Investment

7064 Eastern Avenue NW
Washington,DC20012 		  PC To enable The Forum for Youth Investment/Weikart Center to investigate and adapt their Youth Program Quality Assessment's goal for the youth workforce development system. 200,000

The Institute for Educational Leadership Inc

4301 Connecticut Avenue NW Suite 10
0
Washington,DC20008 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. 5,000

The Laundromat Project Inc

1476 Fulton Street
Brooklyn,NY11216 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 525,000

The Leadership Academy Inc

10-27 46th Avenue
Long Island City,NY11101 		  PC To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives 40,631

The Leadership Academy Inc

10-27 46th Avenue
Long Island City,NY11101 		  PC To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives 31,923

The Leadership Academy Inc

10-27 46th Avenue
Long Island City,NY11101 		  PC To support additional technical assistance to PPLC districts with consultant support to enhance potential for participating districts to both continue and sustain work in their district principal pipeline work 150,000

The Leadership Academy Inc

10-27 46th Avenue
Long Island City,NY11101 		  PC To serve as the technical assistance provider for the design and facilitation of a PLC/CoP for ECPI district equity directors/equity leads 148,000

The Museum of Public Relations

85 Broad Street
New York,NY10004 		  PC General operating support in honor of Wallace's Vice President of Communications Lucas Held upon his retirement. 20,000

National Public Education Support Fund

1825 K Street NW Suite 400
Washington,DC20006 		  PC For general support of the Education Funder Strategy Group and Grantmakers for Thriving Youth. 50,000

The Rebuild Foundation NFP

6760 S Stony Island Avenue
Chicago,IL60649 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 498,000

The Union for Contemporary Art Inc

2423 North 24th Street
Omaha,NE68110 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color 481,000

The University of Texas at Austin

110 Inner Campus Drive Stop K5300
Austin,TX78712 		  PC To conduct an evaluation of the Building Audiences for Sustainability initiative. 446,819

The University of Texas at Austin

110 Inner Campus Drive Stop K5300
Austin,TX78712 		  PC To conduct the Equity-Centered Pipeline Initiative Central Office study that will document the cultural, historical, and organizational factors that districts must consider as they develop their vision, goals and plans for equity-centered principal pipelines. 306,788

Theater Mu Inc

755 Prior Avenue N Suite 107
Saint Paul,MN55104 		  PC To participate in the Wallace Arts Initiative that will support arts organizations of color. 245,800

Theatre Communications Group Inc

520 Eighth Avenue 24th Floor
New York,NY10018 		  PC To support TCG as a communications partner. 100,000

Tides Center

1014 Torney Avenue
San Francisco,CA94129 		  PC To support Emerging Practitioners in Philanthropy. 17,500

True Colors United Inc

311 W 43rd St 12th FL
New York,NY10036 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. 5,000

UnidosUS

1126 16th Street NW Suite 600
Washington,DC20036 		  PC To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. 5,000

Forum of Regional Associations of Grantmakers

1020 19th Street NW Suite 360
Washington,DC20036 		  PC For a 'Bronze' sponsorship of the 2023 Forum Annual Conference to be held July 17-19, 2023 in New York City. 5,000

United States Department of Education

400 Maryland Ave SW
Washington,DC20202 		  GOV To support the US Department of Education with the cost of food, beverage and signage for their Engage Every Student Summit on July 13, 2023, which will be held in person at the Department office in Washington, DC. 5,000

United Way of West Central Mississippi Inc

920 South Street
Vicksburg,MS39180 		  PC To participate in Advancing Opportunities for Adolescents 175,000

The University Council for Educational Administration Inc

C/O Michelle Young Admin University
of Virginia
Charlottesville,VA22904 		  PC To support UCEA as a communications partner. 150,000

The Regents of the University of California at Irvine

Accounting Office 120 Theory Ste 20
0
Irvine,CA926171050 		  PC To develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning. 19,138

The Regents of the University of California at Irvine

Accounting Office 120 Theory Ste 20
0
Irvine,CA926171050 		  PC To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. 476,931

The Regents of The University of Colorado

1800 Grant Street Suite 600
Denver,CO80203 		  PC To support the Research Use and Coordination Study Team's activities for the Equity-Centered Principal Pipeline Initiative 181,201

University of Delaware

220 Hullihen Hall
Newark,DE19716 		  PC To help The Wallace Foundation better understand how the research it supports and disseminates is used, or not, by its intended audiences. 168,761

Trustees of the University of Pennsylvania

3451 Walnut Street 5th Floor
Philadelphia,PA191046205 		  PC To manage the Equity-Centered Pipeline Initiative Learning Community for principals and assistant principals 300,000

University of Pittsburgh

116 Atwood Street Ste 201
Pittsburgh,PA15260 		  PC The purpose is to better understand how community-based programs leverage the arts to support the well-being of youth as well as inform the development of Wallace's new initiative in the youth arts area. 304,312

The Rector and Visitors of the University of Virginia

1001 North Emmet Street
Charlottesville,VA22903 		  GOV To support a study that will identify a set of exemplary school districts doing deep equity work in order to surface if and how this equity work translates to the districts' out-of-school time programs. 0

The Rector and Visitors of the University of Virginia

1001 North Emmet Street
Charlottesville,VA22903 		  GOV The project will explore how Black arts organizations in Virginia define and assess their organizational well-being through three organizational case studies. 45,526

Board of Regents of the University of Wisconsin System

21 N Park Street Suite 6401
Madison,WI537151218 		  GOV To support The Comprehensive Assessment of Leadership for Learning - Equity-Centered Leaders Equity-Centered Principal Pipeline Initiative study. 1,367,906

Vanderbilt University

2100 West End Ave Ste 1000
Nashville,TN37203 		  PC To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. 160,230

Voices of Georgia's Children Inc

75 Marietta St NW Suite 401
Atlanta,GA30303 		  PC To support the Georgia Statewide Afterschool Network's participation in Advancing Opportunities for Adolescents 225,000

Voices of Pacific Island Nations

PO Box 878
Kingston,WA98346 		  PC To participate in Advancing Opportunities for Adolescents 100,000

Western States Arts Federation

1624 Market Street Ste226 PMB 98286
Denver,CO802021559 		  PC To fund a broader group of smaller Arts organizations by re-granting through intermediaries 1,000,000

William Marsh Rice University

6100 Main Street MS-70
Houston,TX77005 		  PC To support the National Network of Education Research-Practice Partnerships. 50,000

Windham Regional Community Council Inc

872 Main Street
Willimantic,CT06226 		  PC To support Grow Windham with its participation in Advancing Opportunities for Adolescents 175,000

Winston Salem Forsyth County

475 Corporate Square Drive
WinstonSalem,NC27105 		  GOV To participate in the Equity-Centered Pipeline Initiative for Year 3 1,600,000

Winston Salem Forsyth County

475 Corporate Square Drive
WinstonSalem,NC27105 		  GOV For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity 100,000

Women's Funding Network

57 Post Street Suite 801
San Francisco,CA94108 		  PC For general operating support. 10,000

World Arts West

1446 Market St
San Francisco,CA94102 		  PC To investigate the characteristics, strengths, needs, and interests of a sample of grassroots, culturally specific dance groups, and how community-based intermediary organizations like World Arts West have evolved to address the needs of these groups. 130,500
Total .................................right arrow 3a 61,371,995
bApproved for future payment

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. 57,892

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. 133,269

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC To conduct an analysis of the cost and revenue associated with a range of high-quality afterschool and summer programs. 17,163

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson Street NW
Washington,DC200073835 		  PC Studying Community Efforts to Engage Middle and High School Youth in Out-of-School Time Learning Opportunities. 48,925

Arizona State University
PO Box 875812
Tempe,AZ85281 		  GOV BIPOC Art and Culture Organizations in the Southwest. 101,566

Camden FireWorks Incorporated
1813 S Broadway
Camden,NJ08104 		  PC To design a study 'Measuring Artistic Vitality Through a Black Feminist Lens', in partnership with research partner the Smithsonian Center for Folklife and Cultural Heritage 26,930

Child Trends Incorporated
12300 Twinbrook Parkway Suite 235
Rockville,MD20852 		  PC To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. 2,235

Child Trends Incorporated
12300 Twinbrook Parkway Suite 235
Rockville,MD20852 		  PC To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors 7,976

Editorial Projects in Education Inc
6935 Arlington Road Suite 100
Bethesda,MD20814 		  PC To support Education Week with a media sponsorship. 650,000

Family Health International
359 Blackwell Street Suite 200
Durham,NC27701 		  PC To extend the District Summer Learning Network through March 2025 to enable districts to better sustain their summer learning work and to support five SEAs in integrating summer learning as an educational strategy. 850,442

Grantmakers in the Arts
4055 21st Avenue West Suite 100
Seattle,WA981991247 		  PC Funding for the 2023 Grantmakers in the Arts (GIA) conference in Puerto Rico. 75,000

President and Fellows of Harvard College
1033 Massachusetts Ave Hutchins Cen
ter
Cambridge,MA02138 		  PC A study of the effects of urban gentrification on youth workers and minoritized youth attending out-of-school time programs, including those that focus on or include arts programming. 7,551

Learning Policy Institute
1530 Page Mill Road Suite 250
Palo Alto,CA94304 		  PC To fund phase 3 of Whole Child Policy Table 200,000

Mississippi Center for Cultural Production
319 White Oak St
Utica,MS39175 		  PC Trading in Cultural Memory - A Study of Call and Response as the primary element of equitable community design. 255,425

Mosaic America
19143 Harleigh Drive
Saratoga,CA95070 		  PC To survey and map Black, Indigenous, and People of Color artists and culture bearers in the urban communities of Santa Clara and San Francisco Counties and the rural communities of coastal San Mateo County utilizing a mixed-methods approach. 16,245

Movement Strategy Center
436 14th Street Suite 425
Oakland,CA94612 		  PC To conduct a mixed-methods study that investigates and documents the ecosystem of Black artists, creatives, and cultural entrepreneurs in Memphis, Tennessee. 33,639

National Association of Latino Arts and Culture
1208 Buena Vista Street
San Antonio,TX78207 		  PC Research expansion grant to conduct the study, 'National Study of Latinx Arts and Culture Organizations', in partnership with research partner the National Opinion Research Center (NORC) at the University of Chicago. 275,080

National Coalition for Asian Pacific American Community Development
1825 San Pablo Ave Suite 2
Oakland,CA94612 		  PC To conduct a study that will document community arts initiatives and community capacity-building in Asian American, Native Hawaiian and Pacific Islander communities. 252,055

New York University
PO 837
New York,NY10009 		  PC For NYU Metro Center to conduct the District Summer Learning Network Study. 85,510

North Carolina State University
Campus Box 7205
Raleigh,NC27695 		  GOV Knowledge, Beliefs, and Mindsets (KBMs) about Equity in Educators and Educational Leadership Survey. 9,842

RAND Corporation
1776 Main Street
Santa Monica,CA904072138 		  PC To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. 562,000

RAND Corporation
1776 Main Street
Santa Monica,CA904072138 		  PC To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative 388,000

Research for Action Inc
100 South Broad Street Suite 700
Philadelphia,PA191101019 		  PC To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. 92,849

Society for Research in Child Development Inc
1825 K Street NW Suite 325
Washington,DC20006 		  PC To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. 110,000

SOA Village Housing
490 Lake Park Avenue 16242
Oakland,CA94610 		  PC To conduct a study that aims to contribute toward defining East Oakland Black Culture in Placekeeping 393,442

Texas Education Agency
1701 North Congress Avenue
Austin,TX787011494 		  PC To assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative. 315,443

The University of Texas at Austin
110 Inner Campus Drive Stop K5300
Austin,TX78712 		  GOV To conduct an evaluation of the Building Audiences for Sustainability initiative. 530,285

The University of Texas at Austin
110 Inner Campus Drive Stop K5300
Austin,TX78712 		  GOV To conduct the Equity-Centered Pipeline Initiative Central Office study that will document the cultural, historical, and organizational factors that districts must consider as they develop their vision, goals and plans for equity-centered principal pipelines. 57,363

The Regents of the University of California at Irvine
120 Theory St Suite 200
Irvine,CA926171050 		  PC To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. 177,848

University of Delaware
220 Hullihen Hall
Newark,DE19716 		  PC To help The Wallace Foundation better understand how the research it supports and disseminates is used, or not, by its intended audiences. 65,424

University of Pittsburgh
116 Atwood Street Suite 201
Pittsburgh,PA15260 		  GOV The purpose is to better understand how community-based programs leverage the arts to support the well-being of youth as well as inform the development of Wallace's new initiative in the youth arts area. 23,637

The Rector and Visitors of the University of Virginia
1001 North Emmet Street
Charlottesville,VA22903 		  PC The project will explore how Black arts organizations in Virginia define and assess their organizational well-being through three organizational case studies. 71,694

Board of Regents of the University of Wisconsin System
21 N Park Street Suite 6401
Madison,WI537151218 		  PC To support The Comprehensive Assessment of Leadership for Learning - Equity-Centered Leaders Equity-Centered Principal Pipeline Initiative study. 152,533

Vanderbilt University
2100 West End Ave Suite 1000
Nashville,TN37203 		  PC To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up 10,063

Voices of Pacific Island Nations
PO Box 878
Kingston,WA98346 		  PC To participate in Advancing Opportunities for Adolescents 75,000

Crown Heights Running Club
302 Eastern Parkway Apt 3B
Brooklyn,NY11225 		  PC Employee Matching Gift-General support 3,000

Garden of Eden Foundation
82 Nassau Street 125
New York,NY10038 		  PC Employee Matching Gift-General support 2,000

NY Writers Coalition Inc
80 Hanson Place Suite 604
Brooklyn,NY11217 		  PC Employee Matching Gift-General support 1,000

Launch Expeditionary Learning Charter School
1580 Dean Street Third Floor
Brooklyn,NY11213 		  PC Employee Matching Gift-General support 1,000

Long Island Broncos Inc
PO Box 1726
Seaford,NY117830456 		  PC Employee Matching Gift-General support 7,000

Lund Family Center Inc
50 Joy Drive
South Burlington,VT05403 		  PC Employee Matching Gift-General support 100

American Cancer Society
250 Williams Street
Atlanta,GA30303 		  PC Employee Matching Gift-General support 211

Covenant House
5 Penn Plaza
New York,NY10001 		  PC Employee Matching Gift-General support 52

University Community Social Services Inc
137 East 2nd Street PO Box 20930
New York,NY10009 		  PC Employee Matching Gift-General support 200

Planned Parenthood of New York City Inc
26 Bleecker Street
New York,NY10012 		  PC Employee Matching Gift-General support 100

Safe Horizon Inc
2 Lafayette Street Third Floor
New York,NY100071327 		  PC Employee Matching Gift-General support 200

Brooklyn Museum
200 Eastern Parkway
Brooklyn,NY11238 		  PC Employee Matching Gift-General support 50

Brooklyn Defender Services
177 Livingston Street
Brooklyn,NY11201 		  PC Employee Matching Gift-General support 308

Brooklyn Community Bail Fund
195 Montague Street 14th Floor
Brooklyn,NY11201 		  PC Employee Matching Gift-General support 415

Brooklyn Museum
200 Eastern Parkway
Brooklyn,NY11238 		  PC Employee Matching Gift-General support 15,000

Understood for All Inc
145 Hudson Street Suite 5B
New York,NY10013 		  PC Employee Matching Gift-General support 300

Compassion International Incorporated
12290 Voyager Parkway
Colorado Springs,CO809213668 		  PC Employee Matching Gift-General support 684

Rustin Fund for Global Equality
176 Bainbridge Street
Brooklyn,NY11233 		  PC Employee Matching Gift-General support 200

Brooklyn Arts Exchange Inc
421 Fifth Avenue Third Floor
Brooklyn,NY112153326 		  PC Employee Matching Gift-General support 311

Brooklyn Public Library
10 Grand Army Plaza
Brooklyn,NY112385619 		  PC Employee Matching Gift-General support 311

Hampshire College Trustees
893 West Street
Amherst,MA010023359 		  PC Employee Matching Gift-General support 600

The Trustees of the Smith College
23 Elm Street Gift Accounting
Northampton,MA01063 		  PC Employee Matching Gift-General support 100

Civic News Company
450 7th Ave 32nd FL
New York,NY10123 		  PC Employee Matching Gift-General support 200

Equal Justice Initiative
122 Commerce Street
Montgomery,AL36104 		  PC Employee Matching Gift-General support 103

World Vision Inc
Mail Stop 120 World Vision Matching
Program
Federal Way,WA980639716 		  PC Employee Matching Gift-General support 840

A Better Jamica Inc
114-73 178th Street
Jamiaca,NY11434 		  PC Employee Matching Gift-General support 52

Growth Through Learning Inc
PO Box 390975
Cambridge,MA02139 		  PC Employee Matching Gift-General support 100

New Visions for Public Schools Inc
205 East 42nd Street 4th Floor
New York,NY10017 		  PC Employee Matching Gift-General support 400

Brooklyn Public Library
10 Grand Army Plaza
Brooklyn,NY112385619 		  PC Employee Matching Gift-General support 321

New York Public Radio
160 Varick Street 9th Fl 9th Floor
New York,NY10013 		  PC Employee Matching Gift-General support 50

Sandy Hook Promise Foundation
PO Box 3489
Newtown,CT06470 		  PC Employee Matching Gift-General support 52

The Legal Aid Society
199 Water Street 4th Floor
New York,NY10038 		  PC Employee Matching Gift-General support 100

Citymeals-On-Wheels
355 Lexington Avenue 3rd Floor
New York,NY10017 		  PC Employee Matching Gift-General support 200

Out of the Ashes 5k Inc
6601 Old Post Rd
Charlotte,NC28212 		  PC Employee Matching Gift-General support 100

TASSC International
4121 Harewood Road NE Suite B
Washington,DC200171597 		  PC Employee Matching Gift-General support 200

Dyslexia Alliance for Black Children
131 Elm Street B
New Rochelle,NY10805 		  PC Employee Matching Gift-General support 200

American Cancer Society
250 Williams Street
Atlanta,GA30303 		  PC Employee Matching Gift-General support 200

American Cancer Society
250 Williams Street
Atlanta,GA30303 		  PC Employee Matching Gift-General support 50

American Cancer Society
250 Williams Street
Atlanta,GA30303 		  PC Employee Matching Gift-General support 211

Saint Ann's School
129 Pierrepont Street
Brooklyn,NY11201 		  PC Employee Matching Gift-General support 300

Memorial Sloan-Kettering Cancer Center
1275 York Avenue
New York,NY10065 		  PC Employee Matching Gift-General support 100

Friends of Indus Hospital Inc
155 Cedar Lane
Teaneck,NJ07666 		  PC Employee Matching Gift-General support 420

Citymeals-On-Wheels
355 Lexington Avenue 3rd Floor
New York,NY10017 		  PC Employee Matching Gift-General support 52

National Ovarian Cancer Coalition
12221 Merit Drive Suite1950
Dallas,TX75251 		  PC Employee Matching Gift-General support 208

Weils Arts Exchange LTD
155 Wythe Avenue Apt 3
Brooklyn,NY11249 		  PC Employee Matching Gift-General support 500

Christian Herald Association Inc
355 Lexington Avenue Floor 19
New York,NY10017 		  PC Employee Matching Gift-General support 50

St John's Bread and Life Program Inc
795 Lexington Ave
Brooklyn,NY11221 		  PC Employee Matching Gift-General support 206
Total ................................. right arrow 3b 6,170,683
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 2,212,675  
4 Dividends and interest from securities ....     14 6,969,877  
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 ..... 900099 8,157,981      
8 Gain or (loss) from sales of assets other than
inventory ............ 		900099 2,907,100 18 43,186,857  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aInvestment Loss 		    14 -6,135,108  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 11,065,081 46,234,301 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
57,299,382
(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: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting fees 203,500 101,750   51,457

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

TY 2023 DepreciationSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Leasehold Improvements   7,952,858 1,571,677     514,007      
Furniture   1,000,993 205,761     66,732      
Computer Equipment   294,911 285,059     6,087      
Office Equipment   57,084 31,012     10,398      

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
          46,093,957       46,093,957  

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate Bonds    
Vanguard Index Funds S&P 500 ETF 92,396,304 92,396,304
ALLY AUTO RECEIVABLES TRUST ALLYA 2023 758,612 758,612
BMW VEHICLE OWNER TRUST BMWOT 2023 721,167 721,167
FORD CREDIT AUTO OWNER TRUST/F FORDR 2020 139,839 139,839
GENERAL MOTORS GFORT 2023 506,086 506,086
GM FINANCIAL SECURITIZED TERM 517,864 517,864
GM FINANCIAL SECURITIZED TERM 720,774 720,774
HONDA AUTO RECEIVABLES OWNER T HAROT 405,197 405,197
HYUNDAI AUTO RECEIVABLES TRUST HART 762,679 762,679
NEXTGEAR FLOORPLAN 381,461 381,461
TOYOTA AUTO 584,100 584,100
TOYOTA AUTO 332,204 332,204
TOYOTA LEASE 499,086 499,086
WORLD OMNI AUTO RECEIVABLES 168,420 168,420
WORLD OMNI AUTO RECEIVABLES 493,938 493,938
BANK BANK 2017 449,600 449,600
COMM MORTGAGE TRUST 751,508 751,508
CITIGROUP COMMERCIAL MORTGAGE 634,232 634,232
CITIGROUP COMMERCIAL MORTGAGE 724,796 724,796
FHLMC MULTIFAMILY STRUCTURED 575,671 575,671
FHLMC MULTIFAMILY STRUCTURED 578,203 578,203
JPMBB COMMERCIAL MORTGAGE SECU 545,693 545,693
JPMBB COMMERCIAL MORTGAGE SECU 40,751 40,751
MORGAN STANLEY BAML TRUST MSBAM 1,285,178 1,285,178
MORGAN STANLEY CAPITAL I TRUST MSC 192,392 192,392
TRICON AMERICAN HOMES TAH 2020 391,090 391,090
WELLS FARGO COMMERCIAL MORTGAGE 240,954 240,954
AIA GROUP LTD 412,668 412,668
ABBVIE INC 453,721 453,721
AERCAP IRELAND 386,040 386,040
AIR LEASE CORP 399,360 399,360
ALEXANDRIA REAL ESTATE 312,723 312,723
AMCOR FLEXIBLES NORTH AM COMPANY 392,884 392,884
AMERICAN EXPRESS CO 393,532 393,532
AMERICAN HONDA FINANCE 385,912 385,912
AMERICAN HONDA FINANCE 224,184 224,184
AMGEN INC 450,918 450,918
ASTRAZENECA PLC 386,644 386,644
BHP BILLITON FIN USA LTD COMPANY 388,516 388,516
BANK OF AMERICA CORP 916,978 916,978
BANK OF MONTREAL 536,558 536,558
BANK OF NY MELLON CORP 395,748 395,748
BANK OF NOVA SCOTIA SR 351,523 351,523
BARCLAYS PLC SR 390,678 390,678
BERKSHIRE HATHAWAY ENERGY 346,035 346,035
BOEING CO 459,427 459,427
BROADCOM INC COMPANY 348,692 348,692
CIGNA GROUP/THE COMPANY 308,387 308,387
CVS PASS 193,143 193,143
CARGILL INC 381,653 381,653
CARRIER GLOBAL CORP 233,059 233,059
CATERPILLAR FINL SERVICE 402,284 402,284
CENTERPOINT ENERGY INC 383,264 383,264
CHARTER COMM OPT LLC/CAP 408,932 408,932
CITIGROUP INC 549,084 549,084
CITIBANK NA 254,130 254,130
DAIMLER TRUCK FINANCE 385,340 385,340
JOHN DEERE CAPITAL CORP 453,020 453,020
DIAGEO CAPITAL PLC COMPANY 413,091 413,091
EBAY INC 335,346 335,346
ENBRIDGE INC COMPANY 387,884 387,884
EQUITABLE FINANCIAL LIFE 399,984 399,984
FERGUSON FINANCE PLC 539,363 539,363
FORD MOTOR CREDIT CO LLC 312,404 312,404
GA GLOBAL FUNDING TRUST 489,840 489,840
GENERAL MOTORS FINL CO 460,102 460,102
HSBC HOLDINGS PLC 387,824 387,824
HSBC HOLDINGS PLC 202,768 202,768
HYUNDAI CAPITAL AMERICA 382,519 382,519
JPMORGAN CHASE + CO 770,240 770,240
JP MORGAN CHASE BANK NA 252,243 252,243
L3HARRIS TECH INC 232,731 232,731
LOWE S COS INC 420,269 420,269
MACQUARIE GROUP LTD 540,310 540,310
MASSMUTUAL GLOBAL FUNDING 346,357 346,357
MET TOWER GLOBAL FUNDING 405,952 405,952
MICROCHIP TECHNOLOGY INC COMPANY 315,171 315,171
MORGAN STANLEY 255,255 255,255
MORGAN STANLEY 742,800 742,800
NEW YORK LIFE GLOBAL 393,320 393,320
NEW YORK LIFE GLOBAL 224,847 224,847
NORTHWESTERN MUTUAL GLBL 416,161 416,161
ORACLE CORP 513,084 513,084
PACCAR FINANCIAL CORP 611,466 611,466
PACIFIC LIFE GF II 274,960 274,960
PFIZER INVESTMENT ENTER COMPANY 418,811 418,811
PG+E RECOVERY FND LLC SR 365,051 365,051
PHILLIPS 66 CO COMPANY GUARD 385,648 385,648
PIONEER NATURAL RESOURCE 342,479 342,479
PROTECTIVE LIFE GLOBAL 329,700 329,700
RTX CORP SR 318,556 318,556
ROYAL BANK OF CANADA 400,048 400,048
SOUTHERN CO 410,877 410,877
STATE STREET CORP 223,197 223,197
T MOBILE USA INC COMPANY 473,790 473,790
TAKE TWO INTERACTIVE SOF 381,721 381,721
TOYOTA MOTOR CORP 437,478 437,478
TRITON CONTAINER COMPANY 438,974 438,974
TRUIST FINANCIAL CORP 391,696 391,696
UBS GROUP AG 492,885 492,885
US BANCORP 382,459 382,459
UNITEDHEALTH GROUP INC 391,708 391,708
VERIZON COMMUNICATIONS 390,289 390,289
VOLKSWAGEN GROUP AMERICA COMPANY 490,025 490,025
VOLKSWAGEN GROUP AMERICA COMPANY 202,836 202,836
WEC ENERGY GROUP INC 338,664 338,664
WELLS FARGO BANK NA 607,332 607,332
CAPITAL ONE MULTI ASSET 497,981 497,981
DISCOVER CARD EXECUTION NOTE 496,508 496,508
FED HM LN 395,764 395,764
FNMA POOL 344,579 344,579
FNMA POOL 366,252 366,252
FNMA POOL 362,101 362,101
AMSR TRUST 379,938 379,938
CCG RECEIVABLES TRUST 250,415 250,415
CNH EQUIPMENT TRUST 384,768 384,768
DB MASTER FINANCE LLC 348,439 348,439
FIRSTKEY HOMES 177,854 177,854
FIRSTKEY HOMES TRUST 210,608 210,608
KUBOTA CREDIT OWNER TRUST 566,277 566,277
MMAF EQUIPMENT FINANCE LLC 385,342 385,342
PFS FINANCING CORP 303,790 303,790
PFS FINANCING CORP 304,250 304,250
PALMER SQUARE LOAN FUNDING LTD 222,468 222,468
PROGRESS RESIDENTIAL TRUST 309,565 309,565
PROGRESS RESIDENTIAL TRUST PROG 2021 84,776 84,776
SMALL BUSINESS ADMINISTRATION 234,277 234,277
T MOBILE US TRUST TMUST 2022 399,178 399,178
TACO BELL FUNDING, LLC 264,156 264,156
VERIZON MASTER TRUST 397,865 397,865
VERIZON MASTER TRUST 538,259 538,259
VERIZON MASTER TRUST 230,766 230,766
VERIZON MASTER TRUST 381,097 381,097
WENDYS FUNDING LLC 128,793 128,793

TY 2023 InvestmentsCorpStockSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate Stock    
Abb Ltd 2,883,487 2,883,487
Adidas AG 886,762 886,762
Alibab Group Holding Ltd 1,466,235 1,466,235
Alimentation Couche-Tard Inc 1,608,355 1,608,355
Anhui Conch Cement Co, Ltd 249,855 249,855
Arch Capital Group Ltd 3,005,336 3,005,336
Associated British Foods PLC 1,192,255 1,192,255
Barry Callebaut AG REG 47,207 47,207
Bayer AG 701,232 701,232
The Berkeley Group Holdings PLC 846,418 846,418
Brenntag SE 187,443 187,443
CapeGemini 1,262,275 1,262,275
CIE Financiere Richemont 1,475,257 1,475,257
CNH Industrial N.V. 717,628 717,628
Compass Group PLC 1,755,457 1,755,457
Danone SA 3,404,975 3,404,975
DSM Firmenich 663,833 663,833
Freseni Medical Care 610,705 610,705
Garmin, Ltd 1,703,155 1,703,155
Groupe Bruxelles Lambert SA 981,212 981,212
GRUMA,S.A.B. 589,300 589,300
Hengan International Group Co, Ltd 295,729 295,729
Holcim, Ltd 1,641,930 1,641,930
HSBC Bank PLC 1,386,927 1,386,927
Inchcape PLC 36,330 36,330
Koninklijke Philips N.V. 1,974,960 1,974,960
Liberty Global LTD 437,231 437,231
Liberty Global LTD 314,643 314,643
Lloyds Banking Group PLC 1,340,481 1,340,481
Nintendo Co., Ltd 683,806 683,806
Nokia Corp 663,159 663,159
Nokia OYJ 387,400 387,400
Novartis 3,496,949 3,496,949
Pearson 682,443 682,443
RELX PLC 136,630 136,630
RELX PLC 2,158,541 2,158,541
Ryanair Holdings PLC 148,784 148,784
Safran SA 1,986,239 1,986,239
Samsung Electronics Co Ltd 4,230,352 4,230,352
Samsung Electronics Co Ltd 528,794 528,794
Sandoz Group 328,006 328,006
Sensata Technologies Holdings PLC 643,386 643,386
Seven & i Holdings Co Ltd 698,482 698,482
Sodexo 487,390 487,390
Sodexo 26,631 26,631
Sodexo SA 1,228,875 1,228,875
Suncor Energy Inc 1,203,448 1,203,448
Telefonica Brasil SA ADR 361,644 361,644
Trip.com Group Ltd 603,972 603,972
UBS GROUP 3,628,944 3,628,944
Unilever 1,978,920 1,978,920
Universal Music Group 94,314 94,314
Universal Music Group 655,440 655,440
Willis Towers Watson PLC 1,968,433 1,968,433
Monday.com 552 552
Receivable for Investments, Net 8,589,230 8,589,230

TY 2023 InvestmentsGovtObligationsSch
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

22,884,195
US Government Securities - End of Year Fair Market Value:

22,884,195
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Other Investments FMV    
U.S. Partnership - 1 FMV 518,941 518,941
U.S. Partnership - 2 FMV 51,202,791 51,202,791
U.S. Partnership - 3 FMV 4,866,466 4,866,466
U.S. Partnership - 4 FMV 1,582,026 1,582,026
U.S. Partnership - 5 FMV 3,661,199 3,661,199
U.S. Partnership - 6 FMV 1,221,726 1,221,726
U.S. Partnership - 7 FMV 35,363 35,363
U.S. Partnership - 8 FMV 409,901 409,901
U.S. Partnership - 9 FMV 3,122,231 3,122,231
U.S. Partnership - 10 FMV 8,049,055 8,049,055
U.S. Partnership - 11 FMV 19,609,844 19,609,844
U.S. Partnership - 12 FMV 25,551,860 25,551,860
U.S. Partnership - 13 FMV 19,967,478 19,967,478
U.S. Partnership - 14 FMV 1,630,274 1,630,274
U.S. Partnership - 15 FMV 2,059,500 2,059,500
U.S. Partnership - 16 FMV 9,087,706 9,087,706
U.S. Partnership - 17 FMV 3,075,472 3,075,472
U.S. Partnership - 18 FMV 1,602,440 1,602,440
U.S. Partnership - 19 FMV 7,846,694 7,846,694
U.S. Partnership - 20 FMV 20,186,263 20,186,263
U.S. Partnership - 21 FMV 2,958,052 2,958,052
U.S. Partnership - 22 FMV 3,258,379 3,258,379
U.S. Partnership - 23 FMV 2,151,843 2,151,843
U.S. Partnership - 24 FMV 2,922,154 2,922,154
U.S. Partnership - 25 FMV 7,503,217 7,503,217
U.S. Partnership - 26 FMV 6,700,940 6,700,940
U.S. Partnership - 27 FMV 1,696,930 1,696,930
U.S. Partnership - 28 FMV 1,868,377 1,868,377
U.S. Partnership - 29 FMV 5,125,838 5,125,838
U.S. Partnership - 30 FMV 1,841,595 1,841,595
U.S. Partnership - 31 FMV 814,670 814,670
U.S. Partnership - 32 FMV 26,332,947 26,332,947
U.S. Partnership - 33 FMV 9,632,458 9,632,458
U.S. Partnership - 34 FMV 67,984,629 67,984,629
U.S. Partnership - 35 FMV 7,364,422 7,364,422
U.S. Partnership - 36 FMV 5,996,522 5,996,522
U.S. Partnership - 37 FMV 23,609,394 23,609,394
U.S. Partnership - 38 FMV 14,041,001 14,041,001
U.S. Partnership - 39 FMV 6,361,007 6,361,007
U.S. Partnership - 40 FMV 6,588,669 6,588,669
U.S. Partnership - 41 FMV 7,449,433 7,449,433
U.S. Partnership - 42 FMV 3,879,670 3,879,670
U.S. Partnership - 43 FMV 69,718 69,718
U.S. Partnership - 44 FMV 22,722,881 22,722,881
U.S. Partnership - 45 FMV 25,281,728 25,281,728
U.S. Partnership - 46 FMV 15,351,951 15,351,951
U.S. Partnership - 47 FMV 753,764 753,764
U.S. Partnership - 48 FMV 3,491,769 3,491,769
U.S. Partnership - 49 FMV 2,707,917 2,707,917
U.S. Partnership - 50 FMV 6,360,017 6,360,017
U.S. Partnership - 51 FMV 4,722,200 4,722,200
U.S. Partnership - 52 FMV 24,148,359 24,148,359
U.S. Partnership - 53 FMV 3,573,408 3,573,408
U.S. Partnership - 54 FMV 6,270,937 6,270,937
U.S. Partnership - 55 FMV 4,319,872 4,319,872
U.S. Partnership - 56 FMV 5,563,970 5,563,970
U.S. Partnership - 57 FMV 6,993,411 6,993,411
U.S. Partnership - 58 FMV 876,578 876,578
U.S. Partnership - 59 FMV 52,528 52,528
U.S. Partnership - 60 FMV 1,253,935 1,253,935
U.S. Partnership - 61 FMV 8,607,109 8,607,109
U.S. Partnership - 62 FMV 148,831 148,831
U.S. Partnership - 63 FMV 141,068 141,068
U.S. Partnership - 64 FMV 8,010,509 8,010,509
U.S. Partnership - 65 FMV 9,165,824 9,165,824
U.S. Partnership - 66 FMV 126,847 126,847
U.S. Partnership - 67 FMV 641,563 641,563
U.S. Partnership - 68 FMV 638,444 638,444
U.S. Partnership - 69 FMV 653,361 653,361
U.S. Partnership - 70 FMV 31,703,168 31,703,168
U.S. Partnership - 71 FMV 23,159 23,159
U.S. Partnership - 72 FMV 30,083 30,083
U.S. Partnership - 73 FMV 3,526,914 3,526,914
U.S. Partnership - 74 FMV 53,758,000 53,758,000
U.S. Partnership - 75 FMV 2,957,324 2,957,324
U.S. Partnership - 76 FMV 1,042,929 1,042,929
U.S. Partnership - 77 FMV 26,885,045 26,885,045
U.S. Partnership - 78 FMV 299,415 299,415
U.S. Partnership - 79 FMV 6,177,292 6,177,292
Non - U.S. Partnership - 1 FMV 56,483,709 56,483,709
Non - U.S. Partnership - 2 FMV 34,891,453 34,891,453
Non - U.S. Partnership - 3 FMV 63,449,278 63,449,278
Non - U.S. Partnership - 4 FMV 2,681,322 2,681,322
Non - U.S. Partnership - 5 FMV 4,178,561 4,178,561
Non - U.S. Partnership - 6 FMV 14,681,642 14,681,642
Non - U.S. Partnership - 7 FMV 75,119 75,119
Non - U.S. Partnership - 8 FMV 998,832 998,832
Non - U.S. Partnership - 9 FMV 8,937,931 8,937,931
Non - U.S. Partnership - 10 FMV 3,703,038 3,703,038
Non - U.S. Partnership - 11 FMV 5,801,880 5,801,880
Non - U.S. Partnership - 12 FMV 1,541,546 1,541,546
Non - U.S. Partnership - 13 FMV 3,034,238 3,034,238
Non - U.S. Partnership - 14 FMV 3,138,270 3,138,270
Non - U.S. Partnership - 15 FMV 15,569,014 15,569,014
Non - U.S. Partnership - 16 FMV 21,932,000 21,932,000
Non - U.S. Partnership - 17 FMV 157,791 157,791
Non - U.S. Partnership - 18 FMV 3,406,876 3,406,876
Non - U.S. Partnership - 19 FMV 2,504,603 2,504,603
Non - U.S. Partnership - 20 FMV 7,362,282 7,362,282
Non - U.S. Partnership - 21 FMV 2,029,665 2,029,665
Non - U.S. Partnership - 22 FMV 920,576 920,576
Non - U.S. Partnership - 23 FMV 64,167,527 64,167,527
Non - U.S. Partnership - 24 FMV 43,736,375 43,736,375
Non - U.S. Partnership - 25 FMV 5,064,138 5,064,138
Non - U.S. Partnership - 26 FMV 4,064,058 4,064,058
Non - U.S. Partnership - 27 FMV 499,082 499,082
Non - U.S. Partnership - 28 FMV 47,666,205 47,666,205
Non - U.S. Partnership - 29 FMV 908,442 908,442
Non - U.S. Partnership - 30 FMV 4,970,139 4,970,139
Non - U.S. Partnership - 31 FMV 20,806,987 20,806,987
Non - U.S. Partnership - 32 FMV 7,399,395 7,399,395
Non - U.S. Partnership - 33 FMV 14,445,104 14,445,104
Non - U.S. Partnership - 34 FMV 10,117,157 10,117,157
Non - U.S. Partnership - 35 FMV 1,704,293 1,704,293
Non - U.S. Partnership - 36 FMV 9,678 9,678
Non - U.S. Partnership - 37 FMV 1,078,799 1,078,799
Non - U.S. Partnership - 38 FMV 12,356,721 12,356,721
Non - U.S. Partnership - 39 FMV 21,401,633 21,401,633
Non - U.S. Partnership - 40 FMV 17,705,110 17,705,110
Non - U.S. Partnership - 41 FMV 1,089,772 1,089,772
Non - U.S. Partnership - 42 FMV 42,990,296 42,990,296
Non - U.S. Partnership - 43 FMV 4,127 4,127
Non - U.S. Partnership - 44 FMV 5,048,620 5,048,620
Non - U.S. Partnership - 45 FMV 2,189,479 2,189,479
Non - U.S. Partnership - 46 FMV 17,762,556 17,762,556
Non - U.S. Partnership - 47 FMV 19,680,161 19,680,161
Non - U.S. Partnership - 48 FMV 56,595,687 56,595,687
Non - U.S. Partnership - 49 FMV 8,678,588 8,678,588
Non - U.S. Partnership - 50 FMV 127,208 127,208
Non - U.S. Partnership - 51 FMV 13,342,791 13,342,791
Non - U.S. Partnership - 52 FMV 1,604,038 1,604,038

TY 2023 LandEtcSchedule2
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and fixtures 1,058,077 313,903 744,174 744,174
Improvements 7,952,858 2,085,684 5,867,174 5,867,174
Miscellaneous 133,497 19,494 114,003 114,003


TY 2023 LegalFeesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal fees 277,263 42,998   244,233


TY 2023 MortgagesAndNotesPayableSch
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Total Mortgage Amount: 25,000,000

Item No. 1
Lender's Name First Republic Bank
Lender's Title  
Relationship to Insider  
Original Amount of Loan 25,000,000
Balance Due  
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan Line of Credit
Description of Lender Consideration  
Consideration FMV  


TY 2023 OtherAssetsSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Landlord reimbursement 39,739 36,268 36,268
Taxes receivable 278,356 1,656,128 1,656,128
Payroll and Cobra receivable 185 5,041 5,041
ROU Asset 17,266,771 15,920,645 15,920,645


TY 2023 OtherExpensesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Computer software, maintenance and parts 489,013 47,942   565,425
Dues 73,755 2,202   72,177
Insurance 140,357 13,761   159,575
NYS Filing fee 1,800     1,800
Office management 105,765 7,569   70,614
Payroll services 25,025 2,453   22,571
Training courses 189,762 23,744   173,281
Commissioned services 18,582     18,582


TY 2023 OtherIncomeSchedule2
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other investment income 2,022,873 -83,305  


TY 2023 OtherIncreasesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
Unrealized Gain 95,156,994


TY 2023 OtherLiabilitiesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
Deferred Federal excise tax 4,780,462 6,160,220
Building Lease obligation 18,584,449 17,216,040


TY 2023 OtherProfessionalFeesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Consultants - non DCA 2,444,206 34,018   2,504,935
DCA - Knowledge Sharing & Dissemination 2,303,968     2,275,572
DCA - Public Policy 391,770     447,224
DCA - Research 841,611     930,780
DCA - Technical Assistance to Grantees 2,251,291     2,376,908
Investment fees 1,261,733 5,092,148    


TY 2023 TaxesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal UBIT & Excise Taxes 875,673      
Foreign taxes 86,451 526,278