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 EDUCATIONAL FOUNDATION OF AMERICA
C/O INTENTIONAL PHILANTHROPY
Number and street (or P.O. box number if mail is not delivered to street address)4801 HAMPDEN LANE 106
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208142948
A Employer identification number

13-3424750
B Telephone number (see instructions)

(646) 640-6032
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$231,113,758
J 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 431,451 431,451  
4 Dividends and interest from securities... 1,960,256 1,960,139  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,730,052
b Gross sales price for all assets on line 6a 39,532,997
7 Capital gain net income (from Part IV, line 2)... 5,730,052
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -106,442 -106,477  
12 Total. Add lines 1 through 11........ 8,015,317 8,015,165  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 311,556 0   311,556
14 Other employee salaries and wages...... 685,072 0   682,035
15 Pension plans, employee benefits....... 275,567 0   275,179
16a Legal fees (attach schedule)......... 16,131 0   29,573
b Accounting fees (attach schedule)....... 37,687 0   37,687
c Other professional fees (attach schedule).... 1,349,638 971,661   394,171
17 Interest............... 4,487 4,478   0
18 Taxes (attach schedule) (see instructions)... 215,795 131,331   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 36,127 0   36,250
21 Travel, conferences, and meetings....... 411,015 0   391,444
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 967,235 849,156   114,784
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,310,310 1,956,626   2,272,679
25 Contributions, gifts, grants paid....... 12,209,000 10,419,000
26 Total expenses and disbursements. Add lines 24 and 25 16,519,310 1,956,626   12,691,679
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,503,993
b Net investment income (if negative, enter -0-) 6,058,539
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,478,437 2,011,962 2,011,962
2 Savings and temporary cash investments......... 5,842,409 7,275,909 7,275,909
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 287,558 203,235 203,235
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 97,548,718 Click to see attachment
List of Attached Documents:
// Content
117,292,132
117,292,132
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 101,657,501 Click to see attachment
List of Attached Documents:
// Content
102,691,565
102,691,565
14 Land, buildings, and equipment: basis right arrow18,061
Less: accumulated depreciation (attach schedule) right arrow18,061      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,121,909
Click to see attachment
List of Attached Documents:
// Content
1,638,955
Click to see attachment
List of Attached Documents:
// Content
1,638,955
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 211,936,532 231,113,758 231,113,758
Liabilities 17 Accounts payable and accrued expenses.......... 151,748 159,882
18 Grants payable................. 2,595,000 4,385,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
551,880
Click to see attachment
List of Attached Documents:
// Content
911,655
23 Total liabilities (add lines 17 through 22)......... 3,298,628 5,456,537
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........... 208,637,904 225,657,221
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)..... 208,637,904 225,657,221
30 Total liabilities and net assets/fund balances (see instructions). 211,936,532 231,113,758
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
208,637,904
2
Enter amount from Part I, line 27a .....................
2
-8,503,993
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
25,883,085
4
Add lines 1, 2, and 3 ..........................
4
226,016,996
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
359,775
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
225,657,221
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      
b GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. P    
c GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. P    
d THRU SCHEDULE K-1'S P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 39,532,997   36,838,619 2,694,378
b       65,709
c       3,846,314
d       -876,349
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,694,378
b       65,709
c       3,846,314
d       -876,349
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 5,730,052
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 84,214
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 84,214
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 84,214
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 180,617
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 180,617
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 96,403
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow96,403 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowINTENTIONAL PHILANTHROPY Telephone no.right arrow (301) 761-4433

Located atright arrow4801 HAMPDEN LANE NO 106BETHESDAMD ZIP+4right arrow208142948
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HEIDI ETTINGER DIRECTOR, PRESIDENT
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
WENDY ETTINGER DIRECTOR, VICE PRESIDENT
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
LYNN BABICKA DIRECTOR, SECRETARY
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
BARBARA HAPGOOD DIRECTOR, TREASURER
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
JERRY BABICKA DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
JAMES BOHART JR DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
CHRISTIAN ETTINGER DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
MATTHEW ETTINGER DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
MATTHEW HAPGOOD DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
BARBARA HUSEBY DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
SVEN HUSEBY DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
JOHN POWERS DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
TREVOR RENNER DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
LAUREN ZUSKIN DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
DAVID W STOCKS EXECUTIVE DIRECTOR
40.00
311,556 38,182 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
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
AMY E PICKLE PROGRAM DIRECTOR
40.00
173,772 35,950 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
LAURA P NIXON PROGRAM DIRECTOR
40.00
175,065 30,527 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
LUCIEN K ROTHENSTEIN PROGRAM OFFICER
40.00
143,500 28,271 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
ASTRID F KAEMMERLING PROGRAM OFFICER
40.00
130,235 32,332 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
REBEKAH R WADADLI GRANTS MANAGER
25.00
62,500 40,763 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
RBC WEALTH MANAGEMENT INVESTMENT MANAGEMENT AND ADVISORY 432,007
345 CALIFORNIA STREET SUITE 2900
SAN FRANCISCO,CA94104
INTENTIONAL PHILANTHROPY FOUNDATION MANAGEMENT 254,443
4801 HAMPDEN LANE SUITE 106
BETHESDA,MD20814
BROWN ADVISORY INVESTMENT MANAGEMENT AND ADVISORY 141,737
12 E 49TH STREET 35TH FLOOR
NEW YORK,NY10017
GRANITE INVESTMENT PARTNERS INVESTMENT MANAGEMENT AND ADVISORY 140,546
2321 ROSECRANS AVENUE SUITE 4200
EL SEGUNDO,CA90245
ROCKEFELLER & CO LLC INVESTMENT MANAGEMENT AND ADVISORY 98,862
10 ROCKEFELLER PLAZA
NEW YORK,NY10020
Total number of others receiving over $50,000 for professional services.............right arrow3
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 OPPORTUNITY ALABAMA - ADLER FURNITURE BUILDING & HARMONY CLUB 300,000
2 PRIME COALITION - AZOLLA VENTURES' CATALYTIC SLEEVE 200,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
150,000
Total. Add lines 1 through 3.........................right arrow650,000
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
205,064,901
b
Average of monthly cash balances.......................
1b
13,056,504
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
218,121,405
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
218,121,405
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,271,821
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
214,849,584
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,742,479
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
10,742,479
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
84,214
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
84,214
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,658,265
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,658,265
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
10,658,265
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
12,691,679
b
Program-related investments—total from Part VIII-B..................
1b
650,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
13,341,679
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 10,658,265
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 588,947
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 4,473,900
f Total of lines 3a through e ........ 5,062,847
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 13,341,679
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 10,658,265
e Remaining amount distributed out of corpus 2,683,414
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,746,261
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
588,947
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
7,157,314
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 4,473,900
e Excess from 2023.... 2,683,414
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

ABORTION FREEDOM PARTNERSHIP

14435C BIG BASIN WAY
SARATOGA,CA95070
N/A PC PROJECT PIGGYBANK 100,000

ABUNDANCE THERAPIES FOUNDATION

1838 18TH STREET
SANTA MONICA,CA90404
N/A PC GENERAL OPERATING SUPPORT 25,000

ACT NOW COALITION

440 NORTH BARRANCA AVENUE SUITE
6683
COVINA,CA91723
N/A PC GENERAL OPERATING SUPPORT 50,000

ACTION FOR THE CLIMATE EMERGENCY

529 MAIN STREET
CHARLESTOWN,MA02129
N/A PC STRATEGIC COMMUNICATION 15,000

ACTIVATE 48 EDUCATION FUND

5716 N 19TH AVENUE
PHOENIX,AZ85015
N/A PC GENERAL OPERATING SUPPORT 110,000

ACTORS' FUND OF AMERICA DBA ENTERTAINMENT COMMUNITY FUND

729 SEVENTH AVENUE
NEW YORK,NY10019
N/A PC ACTORS' FUND HOME 7,500

ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM

209 20TH STREET NORTH
BIRMINGHAM,AL35203
N/A PC GENERAL OPERATING SUPPORT 4,000

ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM

209 20TH STREET NORTH
BIRMINGHAM,AL35203
N/A PC OPERATING SUPPORT FOR HISTORIC CIVIL RIGHTS SITES 100,000

ALASKA PUBLIC INTEREST RESEARCH GROUP

PO BOX 201416
ANCHORAGE,AK99520
N/A PC ALASKA RAILBELT ENERGY COALITION CO-OP CAMPAIGNS 50,000

ALLIANCE FOR YOUTH ORGANIZING

915 5TH STREET NW
WASHINGTON,DC20001
N/A PC GENERAL OPERATING SUPPORT 10,000

AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION

900 S PERRY STREET SUITE B
MONTGOMERY,AL36104
N/A PC REPRODUCTIVE RIGHTS AND JUSTICE 100,000

AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION

325 W MAIN STREET SUITE 2210
LOUISVILLE,KY40202
N/A PC REPRODUCTIVE RIGHTS 100,000

AMERICAN DOCUMENTARY

20 JAY STREET
BROOKLYN,NY11201
N/A PC GENERAL OPERATING SUPPORT 10,000

AMERICAN INDEPENDENT FOUNDATION

800 MAINE AVENUE SW
WASHINGTON,DC20024
N/A PC GENERAL OPERATING SUPPORT 10,000

ANIMAL LEGAL DEFENSE FUND

525 EAST COTATI AVENUE
COTATI,CA94931
N/A PC ANIMAL LAW EDUCATION, EXPERTISE AND OPPORTUNITIES FOR UNDER-RESOURCED COMMUNITIES 121,000

APPALACHIAN ARTISAN CENTER OF KENTUCKY

PO BOX 433
HINDMAN,KY41822
N/A PC FLOOD RECOVERY: MACHINERY 35,000

APPALACHIAN VOICES

589 WEST KING STREET
BOONE,NC28607
N/A PC CATALYZING CLEAN-ENERGY DISTRIBUTION AND ACCELERATED DECARBONIZATION 75,000

APPALSHOP

PO BOX 1325
WHITESBURG,KY41858
N/A PC GENERAL OPERATING SUPPORT 4,000

ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION

PO BOX 2548
SELMA,AL36702
N/A PC GENERAL OPERATING SUPPORT 4,000

ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION

PO BOX 2548
SELMA,AL36702
N/A PC STRATEGIC GROWTH AND STAFF SALARY AND BENEFITS 60,000

ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION

PO BOX 2548
SELMA,AL36702
N/A PC PHOTOGRAPHIC NIGHTS OF SELMA 35,000

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS COURT SUITE 515
BASALT,CO81621
N/A PC CRADLE TO CAREER GIVING NETWORK 10,000

ATHLETE ALLY

25 W 45TH STREET
NEW YORK,NY10036
N/A PC GENERAL OPERATING SUPPORT 15,000

AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL

3901 BEE CAVES ROAD
AUSTIN,TX78746
N/A PC HORIZONS SUMMER PROGRAM 25,000

BALLARD HIGH SCHOOL FOUNDATION

PO BOX 17626
SEATTLE,WA98127
N/A PC FILM STUDIES PROGRAM 10,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504
N/A PC THE FISHER CENTER 17,000

BLACK BELT COMMUNITY FOUNDATION

PO BOX 2020
SELMA,AL36702
N/A PC ARTIST RELIEF POST-TORNADO 50,000

BLUE RIDGE ABORTION FUND

PO BOX 5082
CHARLOTTESVILLE,VA22905
N/A PC GENERAL OPERATING SUPPORT 75,000

BOTTOM THE

2340 E MAGNOLIA AVENUE
KNOXVILLE,TN37917
N/A PC GENERAL OPERATING SUPPORT 4,000

BOTTOM THE

2340 E MAGNOLIA AVENUE
KNOXVILLE,TN37917
N/A PC COMMUNITY CERAMICS AND PODCAST STUDIO 25,000

BREAKTHROUGH MIAMI

3250 SW 3RD AVENUE
MIAMI,FL33129
N/A PC GENERAL OPERATING SUPPORT 97,000

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BOULEVARD
EAST POINT,GA30344
N/A PC PENNSYLVANIA CAPACITY BUILDING 75,000

CAMP HAVEN

3256 US HIGHWAY 1
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 10,000

CAROLINA FEDERATION FUND

PO BOX 62212
DURHAM,NC27715
N/A PC GENERAL OPERATING SUPPORT 25,000

CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH

26633 DETROIT ROAD
WESTLAKE,OH44145
N/A PC GENERAL OPERATING SUPPORT 25,000

CENTER FOR COMMON GROUND

18459 PATRIOT LANE
RUTHER GLEN,VA22546
N/A PC MOVEMENT LABS ELECTION OFFICIALS RESEARCH 50,000

CENTER FOR POLITICAL ACCOUNTABILITY

1233 20TH STREET
WASHINGTON,DC20036
N/A PC GENERAL OPERATING SUPPORT 15,000

CERES

99 CHAUNCY STREET
BOSTON,MA02111
N/A PC DECARBONIZING THE U.S. POWER SECTOR THROUGH CORPORATE, INVESTOR, AND BANK ACTION 100,000

CHACRUNA INSTITUTE FOR PSYCHEDELIC PLANT MEDICINES

1650 CALIFORNIA STREET
SAN FRANCISCO,CA94109
N/A PC GENERAL OPERATING SUPPORT 15,000

CHAPMAN PARTNERSHIP

1550 NORTH MIAMI AVENUE
MIAMI,FL33136
N/A PC GENERAL OPERATING SUPPORT 40,000

CHICAGO ABORTION FUND

333 W NORTH AVENUE SUITE 267
CHICAGO,IL60610
N/A PC GENERAL OPERATING SUPPORT 30,000

CHICKEN & EGG PICTURES

55 WASHINGTON STREET
BROOKLYN,NY11201
N/A PC GENERAL OPERATING SUPPORT 12,000

CHILDCARE RESOURCES OF INDIAN RIVER

2300 5TH AVENUE SUITE 149
VERO BEACH,FL32960
N/A PC TUITION SUPPORT 10,000

CHOICES CENTER FOR REPRODUCTIVE HEALTH

1203 POPLAR AVENUE
MEMPHIS,TN38104
N/A PC CARBONDALE CLINIC 100,000

CLEAN ENERGY WORKS

1666 CONNECTICUT AVENUE NW SUITE
100
WASHINGTON,DC20009
N/A PC SUPPORTING RURAL ELECTRIC COOPERATIVE CLEAN ENERGY INVESTMENTS 125,000

CLEAN ENERGY WORKS

1666 CONNECTICUT AVENUE NW SUITE
100
WASHINGTON,DC20009
N/A PC STRATEGIC SUPPORT FOR THE RURAL POWER COALITION, INCLUDING ALASKA 300,000

CLEVELAND FOUNDATION

6601 EUCLID AVENUE
CLEVELAND,OH44103
N/A PC CUYAHOGA ARTS AND CULTURE GENERAL OPERATING SUPPORT 41,000

CLIMATE DEMOCRACY INITIATIVE

1536 WYNKOOP STREET
DENVER,CO80202
N/A PC GENERAL OPERATING SUPPORT 107,000

COALFIELD DEVELOPMENT

2923 PARK AVENUE
HUNTINGTON,WV25704
N/A PC GENERAL OPERATING SUPPORT 4,000

COALFIELD DEVELOPMENT

2923 PARK AVENUE
HUNTINGTON,WV25704
N/A PC BLACK BOX THEATER BUILD-OUT 300,000

COLUMBIA LAND CONSERVANCY

49 MAIN STREET
CHATHAM,NY12037
N/A PC GENERAL OPERATING SUPPORT 7,000

COLUMBIA LAND CONSERVANCY

49 MAIN STREET
CHATHAM,NY12037
N/A PC GENERAL OPERATING SUPPORT 10,000

COMMON CAUSE EDUCATION FUND

805 15TH STREET
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 50,000

COMMON CAUSE EDUCATION FUND

805 15TH STREET
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 20,000

COMMON COUNSEL FOUNDATION

1624 FRANKLIN STREET
OAKLAND,CA94612
N/A PC COLOR CONGRESS NATIONAL CONVENING 30,000

COMMUNITY PARTNERS

1000 N ALAMEDA STREET
LOS ANGELES,CA90012
N/A PC CIVICS CENTER GENERAL OPERATING SUPPORT 12,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110
N/A PC LOCAL GRID ACCESS TO CLEAN ENERGY 50,000

COWAN COMMUNITY ACTION GROUP

PO BOX 268
WHITESBURG,KY41858
N/A PC GROWING HOME CONVENING 2024-25 AND STAFF SALARIES AND BENEFITS 90,000

COWAN COMMUNITY ACTION GROUP

PO BOX 268
WHITESBURG,KY41858
N/A PC FLOOD RECOVERY: GENERAL OPERATING SUPPORT 25,000

DAY ONE EARLY LEARNING COMMUNITY

70 HOOKER AVENUE
POUGHKEEPSIE,NY12601
N/A PC GENERAL OPERATING SUPPORT 10,000

DAY ONE EARLY LEARNING COMMUNITY

70 HOOKER AVENUE
POUGHKEEPSIE,NY12601
N/A PC GENERAL OPERATING SUPPORT 10,000

DEMOCRACY NORTH CAROLINA

3000 AERIAL CENTER PARKWAY
MORRISVILLE,NC27560
N/A PC GENERAL OPERATING SUPPORT 10,000

DETROIT HORSE POWER

8425 W MCNICHOLS ROAD
DETROIT,MI48221
N/A PC GENERAL OPERATING SUPPORT 25,000

ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COUNTY

2455 ST LUCIE AVENUE
VERO BEACH,FL32960
N/A PC HEAD START PROGRAM 10,000

EDUCATE TOMORROW

217 NE 97TH STREET
MIAMI SHORES,FL33138
N/A PC GENERAL OPERATING SUPPORT 97,000

ENVIRONMENTAL DEFENSE FUND

4000 WESTCHASE BOULEVARD
RALEIGH,NC27607
N/A PC NORTH CAROLINA 20,000

FARM SANCTUARY

PO BOX 150
WATKINS GLEN,NY14891
N/A PC SANCTUARY IN ACTON, CALIFORNIA 40,000

FLORIDA RIGHTS RESTORATION COALITION

PO BOX 618147
ORLANDO,FL32861
N/A PC GENERAL OPERATING SUPPORT 75,000

FOOT SOLDIERS PARK

1420 N MECHANIC STREET
SELMA,AL36703
N/A PC GENERAL OPERATING SUPPORT 4,000

FOOT SOLDIERS PARK

1420 N MECHANIC STREET
SELMA,AL36703
N/A PC PARK DESIGN MANAGEMENT 95,000

FOOT SOLDIERS PARK

1420 N MECHANIC STREET
SELMA,AL36703
N/A PC DESIGN CONCEPT 25,000

FOR THE LOVE OF PRIMATES

41 WENDELL ROAD SW
REYNOLDSBURG,OH43068
N/A PC GENERAL OPERATING SUPPORT 40,000

FORWARD MONTANA FOUNDATION

PO BOX 2817
MISSOULA,MT59806
N/A PC GENERAL OPERATING SUPPORT 10,000

FOUNDATION FOR APPALACHIAN KENTUCKY

420 MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIAN ARTS ALLIANCE CAPITAL CAMPAIGN CONTRIBUTION 150,000

FOUNDATION FOR APPALACHIAN KENTUCKY

420 MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT 15,000

FOUNDATION FOR APPALACHIAN KENTUCKY

420 MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT 35,000

FRACTURED ATLAS

PO BOX 55
HARTSDALE,NY10530
N/A PC REMAINING NATIVE AT SCHH PRODUCTIONS 30,000

FRANKLIN EDUCATION FORUM

800 MAINE AVENUE SW
WASHINGTON,DC20024
N/A PC AMERICAN ACCOUNTABILITY PROJECT 10,000

FRIENDS OF THE CHILDREN

44 NE MORRIS STREET
PORTLAND,OR97212
N/A PC SEED CAPITAL FOR MIAMI CHAPTER 164,000

FRIENDS OF THE CHILDREN

44 NE MORRIS STREET
PORTLAND,OR97212
N/A PC SEED CAPITAL FOR MIAMI CHAPTER 62,000

GARRISON INSTITUTE

14 MARYS WAY ROUTE 9D
GARRISON,NY10524
N/A PC GENERAL OPERATING SUPPORT 7,500

GATEWAY SCHOOL OF NEW YORK

211 WEST 61ST STREET
NEW YORK,NY10018
N/A PC GENERAL OPERATING SUPPORT 10,000

GENDER IDEAL

20 PLAZA STREET EAST
BROOKLYN,NY11238
N/A PC CORPORATE INDEX 115,000

GUTTMACHER INSTITUTE

125 MAIDEN LANE 7 FLOOR
NEW YORK,NY10038
N/A PC GENERAL OPERATING SUPPORT 10,000

HEMPHILL COMMUNITY CENTER

PO BOX 142
JACKHORN,KY41825
N/A PC PROGRAMMING SUPPORT AND STAFF SALARIES 45,000

HIGHLANDER RESEARCH & EDUCATION CENTER

1959 HIGHLANDER WAY
NEW MARKET,TN37820
N/A PC STAY PROJECT GENERAL OPERATING SUPPORT 25,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036
N/A PC REPRODUCTIVE HEALTH ACCOUNTABILITY FUND GENERAL OPERATING SUPPORT 100,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036
N/A PC RESOURCES FOR ABORTION DELIVERY GENERAL OPERATING SUPPORT 100,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036
N/A PC SOCIAL AND ECONOMIC STRATEGIES CENTER GENERAL OPERATING SUPPORT 100,000

HUDSON VALLEY SHAKESPEARE FESTIVAL

PO BOX 125
GARRISON,NY10524
N/A PC CAPITAL FUND 27,000

HUDSON VALLEY SHAKESPEARE FESTIVAL

PO BOX 125
GARRISON,NY10524
N/A PC CAPITAL CAMPAIGN 25,000

IFWHENHOW

1714 FRANKLIN STREET
OAKLAND,CA94612
N/A PC GENERAL OPERATING SUPPORT 10,000

INDIAN RIVER LAND TRUST

3150 CARDINAL DRIVE
VERO BEACH,FL32963
N/A PC GENERAL OPERATING SUPPORT 10,000

INDUSTRIAL COMMONS

PO BOX 71
MORGANTON,NC28680
N/A PC GENERAL OPERATING SUPPORT 4,000

INDUSTRIAL COMMONS

PO BOX 71
MORGANTON,NC28680
N/A PC ACCELERATING COMMON ECONOMIES INSTITUTE 20,000

INDUSTRIAL COMMONS

PO BOX 71
MORGANTON,NC28680
N/A PC TOSS (THE OLD SCHOOL STUDIO) 25,000

INTERFAITH CENTER ON CORPORATE RESPONSIBILITY

475 RIVERSIDE DRIVE
NEW YORK,NY10027
N/A PC ESG EDUCATION 105,000

INTERFAITH CENTER ON CORPORATE RESPONSIBILITY

475 RIVERSIDE DRIVE
NEW YORK,NY10027
N/A PC CLIMATE AND ESG SHAREHOLDER RIGHTS LEGAL FELLOWSHIP 150,000

INTERFAITH CENTER ON CORPORATE RESPONSIBILITY

475 RIVERSIDE DRIVE
NEW YORK,NY10027
N/A PC NET ZERO BANKING 100,000

KANSAS CIVIC ENGAGEMENT TABLE

200 W DOUGLAS AVENUE
WICHITA,KS67202
N/A PC KANSAS VALUES INSTITUTE: FAIR COURTS EDUCATION 75,000

KENTUCKY CIVIC ENGAGEMENT TABLE

2430 PORTLAND AVENUE
LOUISVILLE,KY40212
N/A PC GENERAL OPERATING SUPPORT 50,000

KING'S CANVAS THE

3066 ZELDA ROAD
MONTGOMERY,AL36106
N/A PC GENERAL OPERATING SUPPORT 4,000

KING'S CANVAS THE

3066 ZELDA ROAD
MONTGOMERY,AL36106
N/A PC SPACE BUILD-OUT, STRATEGIC SUPPORT, AND STAFF SALARIES 45,000

KING'S CANVAS THE

3066 ZELDA ROAD
MONTGOMERY,AL36106
N/A PC STUDIO BUILD OUT 25,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

740 15TH STREET NW SUITE 700
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 10,000

LEAGUE OF WOMEN VOTERS OF PENNSYLVANIA CITIZEN EDUCATION FUND

922 N 3RD STREET
HARRISBURG,PA17102
N/A PC GENERAL OPERATING SUPPORT 15,000

LESBIAN AND GAY COMMUNITY SERVICES CENTER

208 W 13TH STREET
NEW YORK,NY10011
N/A PC DEREK AND ROMAINE INTERN PROGRAM 2,000

LOS ANGELES CONSERVANCY

523 W SIXTH STREET SUITE 826
LOS ANGELES,CA90014
N/A PC GENERAL OPERATING SUPPORT 40,000

MAYDAY MEDICINES DBA MAYDAY HEALTH

442 5TH AVENUE
NEW YORK,NY10018
N/A PC GENERAL OPERATING SUPPORT 100,000

MICHIGAN CIVIC EDUCATION FUND

28342 DARTMOUTH STREET
MADISON HEIGHTS,MI48071
N/A PC LEADERSHIP TRAINING 25,000

MISSOURI JOBS WITH JUSTICE

2725 CLIFTON AVENUE
SAINT LOUIS,MO63139
N/A PC GENERAL OPERATING SUPPORT 10,000

MOTIVATIONAL EDGE THE

1550 NW 36TH STREET
MIAMI,FL33142
N/A PC GENERAL OPERATING SUPPORT 97,000

MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES

3141 STEVENS CREEK BOULEVARD
SAN JOSE,CA95117
N/A PC ALMA INSTITUTE GENERAL OPERATING SUPPORT 20,000

NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS

1100 H STREET NW
WASHINGTON,DC20005
N/A PC BUILDING CHAMPIONS FOR REGIONAL NET ZERO GRIDS 125,000

NEO PHILANTHROPY

1001 AVENUE OF THE AMERICAS
NEW YORK,NY10018
N/A PC ALASKA VOTER HUB LIST BUILDING AT PROGRESS ALASKA 105,000

NEO PHILANTHROPY

1001 AVENUE OF THE AMERICAS
NEW YORK,NY10018
N/A PC GENERAL OPERATING SUPPORT FOR PROGRESS ALASKA ALASKA VOTER HUB, FORMERLY AKCES 75,000

NEW RIVER ABORTION ACCESS FUND

PO BOX 10701
BLACKSBURG,VA24062
N/A PC GENERAL OPERATING SUPPORT AND CAPACITY-BUILDING 77,000

NEW YORK UNIVERSITY SCHOOL OF MEDICINE

SPONSORED PROGRAMS ADMINISTRATION
ONE PARK AVENUE 6TH FLOOR
NEW YORK,NY10016
N/A PC STUDY ON ABORTION RESTRICTIONS AND MATERNAL MORBIDITY 100,000

NORTH CAROLINA ASIAN AMERICANS TOGETHER

711 HILLSBOROUGH STREET
RALEIGH,NC27603
N/A PC GENERAL OPERATING SUPPORT 25,000

NORTH CAROLINA ASIAN AMERICANS TOGETHER

711 HILLSBOROUGH STREET
RALEIGH,NC27603
N/A PC GENERAL OPERATING SUPPORT 7,000

NORTH CAROLINA BLACK ALLIANCE

PO BOX 27886
RALEIGH,NC27611
N/A PC GENERAL OPERATING SUPPORT 10,000

NORTH CAROLINA COASTAL FEDERATION

3609 HIGHWAY 24
NEWPORT,NC28570
N/A PC GENERAL OPERATING SUPPORT 10,000

NORTH CAROLINA COASTAL FEDERATION

3609 HIGHWAY 24
NEWPORT,NC28570
N/A PC GENERAL OPERATING SUPPORT 20,000

NORTH CAROLINA CONSERVATION NETWORK

234 FAYETTEVILLE STREET
RALEIGH,NC27601
N/A PC GENERAL OPERATING SUPPORT 10,000

NORTH CAROLINA CONSERVATION NETWORK

234 FAYETTEVILLE STREET
RALEIGH,NC27601
N/A PC GENERAL OPERATING SUPPORT 10,000

NORTH CAROLINA SUSTAINABLE ENERGY ASSOCIATION

4441 SIX FORKS ROAD SUITE 106-250
RALEIGH,NC27609
N/A PC GENERAL OPERATING SUPPORT 12,000

NORTHERN DUTCHESS HOSPITAL

C/O NORTHERN DUTCHESS HOSPITAL
FOUNDATION PO BOX 22539
NEW YORK,NY10087
N/A PC PRESIDENT'S FUND 10,000

NW ENERGY COALITION

811 FIRST AVENUE
SEATTLE,WA98104
N/A PC WESTERN MARKETS AND TRANSMISSION PLANNING 125,000

OCCIDENTAL COLLEGE

1600 CAMPUS ROAD M-20
LOS ANGELES,CA90041
N/A PC OMAR PAXSON SCHOLARSHIP 10,000

OLANA PARTNERSHIP

PO BOX 199
HUDSON,NY12534
N/A PC GENERAL OPERATING SUPPORT 10,000

OPPORTUNITY ALABAMA

1320 1ST AVENUE S
BIRMINGHAM,AL35233
N/A PC GENERAL OPERATING SUPPORT 4,000

OREGON ENVIRONMENTAL COUNCIL

PO BOX 14822
PORTLAND,OR97293
N/A PC OREGON CLEAN GRID COLLABORATIVE 75,000

PARADISE GARDEN FOUNDATION

200 N LEWIS STREET
SUMMERVILLE,GA30747
N/A PC GENERAL OPERATING SUPPORT 4,000

PARADISE GARDEN FOUNDATION

200 N LEWIS STREET
SUMMERVILLE,GA30747
N/A PC VISION CAMPAIGN 250,000

PARADISE GARDEN FOUNDATION

200 N LEWIS STREET
SUMMERVILLE,GA30747
N/A PC GENERAL OPERATING SUPPORT 100,000

PEOPLE FOR THE AMERICAN WAY FOUNDATION

1101 15TH STREET NW
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 10,000

PEOPLE FOR THE AMERICAN WAY FOUNDATION

1101 15TH STREET NW
WASHINGTON,DC20005
N/A PC DEFEND THE BLACK VOTE 10,000

PHYSICIANS FOR REPRODUCTIVE HEALTH

PO BOX 35
HARTFORD,NY10530
N/A PC GENERAL OPERATING SUPPORT 17,000

PIEDMONT FARM ANIMAL REFUGE

7236 NC HIGHWAY 87 N
PITTSBORO,NC27312
N/A PC GENERAL OPERATING SUPPORT 23,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

784 HERCULES DRIVE SUITE 110
COLCHESTER,VT05446
N/A PC LAURA FUND 5,000

PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST

2300 N FLORIDA MANGO ROAD
WEST PALM BEACH,FL33409
N/A PC ACCESS TO CARE 10,000

PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST

2300 N FLORIDA MANGO ROAD
WEST PALM BEACH,FL33409
N/A PC GENERAL OPERATING SUPPORT 100,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVENUE
RALEIGH,NC27603
N/A PC GENERAL OPERATING SUPPORT 10,000

PLAYHOUSE SQUARE FOUNDATION

1501 EUCLID AVENUE
CLEVELAND,OH44115
N/A PC GENERAL OPERATING SUPPORT 41,000

POINT SOURCE YOUTH

215 PARK AVENUE SOUTH
NEW YORK,NY10003
N/A PC GENERAL OPERATING SUPPORT 20,000

PORTLAND VA RESEARCH FOUNDATION

PO BOX 19832
PORTLAND,OR97280
N/A PC SOCIAL NEUROSCIENCE AND PSYCHOTHERAPY (SNAP) LAB: ETHICAL ATTITUDES, CONCERNS AND PRIORITIES SURVEY 29,000

POWER TO DECIDE

1776 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC ALL ACCESS EASTERN KENTUCKY 200,000

PROGRESS FLORIDA EDUCATION INSTITUTE

200 2ND AVENUE SOUTH SUITE 808
ST PETERSBURG,FL33701
N/A PC GENERAL OPERATING SUPPORT 15,000

PROGRESS NORTH CAROLINA

PO BOX 865
RALEIGH,NC27602
N/A PC GENERAL OPERATING SUPPORT 25,000

PROGRESS NORTH CAROLINA

PO BOX 865
RALEIGH,NC27602
N/A PC GENERAL OPERATING SUPPORT 10,000

PROGRESS TEXAS INSTITUTE

PO BOX 132162
DALLAS,TX75313
N/A PC GENERAL OPERATING SUPPORT 20,000

PUTNEY SCHOOL THE

418 HOUGHTON BROOK ROAD
PUTNEY,VT05346
N/A PC ANNUAL GIVING CHALLENGE 10,000

PUTNEY SCHOOL THE

418 HOUGHTON BROOK ROAD
PUTNEY,VT05346
N/A PC FIBER ARTS PROGRAM, IN HONOR OF LIBBY MILLS 10,000

REASON FOR HOPE

235 E 49TH STREET
NEW YORK,NY10017
N/A PC GENERAL OPERATING SUPPORT 208,000

REFUGEPOINT

89 SOUTH STREET
BOSTON,MA02111
N/A PC GENERAL OPERATING SUPPORT 10,000

RENEWABLE ENERGY ALASKA PROJECT

308 G STREET
ANCHORAGE,AK99501
N/A PC 21ST CENTURY RATE DESIGN IN ALASKA 75,000

RENEWABLE NORTHWEST

421 SW 6TH AVENUE SUITE 1400
PORTLAND,OR97204
N/A PC ADVANCING NET ZERO GRID IN THE WEST 75,000

RENEWALL

610 14TH STREET WEST
HUNTINGTON,WV25704
N/A PC GENERAL OPERATING SUPPORT 4,000

RENEWALL

610 14TH STREET WEST
HUNTINGTON,WV25704
N/A PC CAPACITY BUILDING SUPPORT 25,000

REPRESENT US EDUCATION FUND

PO BOX 60008
FLORENCE,MA01062
N/A PC GENERAL OPERATING SUPPORT 10,000

REPRODUCTIVE EQUITY NOW FOUNDATION

1 FEDERAL STREET 5TH FLOOR
BOSTON,MA02110
N/A PC ABORTION LEGAL HOTLINE 100,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE

47 KEARNY STREET
SAN FRANCISCO,CA94108
N/A PC CORPORATE ENGAGEMENT PROGRAM 125,000

RHIZOME ACTION NETWORK

1403 NE 82ND STREET
SEATTLE,WA98115
N/A PC GENERAL OPERATING SUPPORT 25,000

RIFFRAFF ARTS COLLECTIVE

869 MERCER STREET
PRINCETON,WV24740
N/A PC GENERAL OPERATING SUPPORT 4,000

RIFFRAFF ARTS COLLECTIVE

869 MERCER STREET
PRINCETON,WV24740
N/A PC ARTS PROGRAMMING - CAPACITY BUILDING SUPPORT 110,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301
N/A PC ADVANCING WESTERN WHOLESALE ENERGY MARKETS 125,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301
N/A PC INVESTMENT DRIVEN DECARBONIZATION OF UTILITY SECTOR (RMI ENACT INDEX) 150,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301
N/A PC PATHWAYS TOWARD A REGIONAL WESTERN GRID 75,000

SAN JUAN CITIZENS ALLIANCE

1309 E 3RD AVENUE SUITE 5
DURANGO,CO81302
N/A PC RURAL ELECTRIC COOPERATIVE ELECTION TOOLKIT GENERAL OPERATING SUPPORT 135,000

SAN JUAN CITIZENS ALLIANCE

1309 E 3RD AVENUE SUITE 5
DURANGO,CO81302
N/A PC RURAL ELECTRIC COOPERATIVE ELECTIONS TOOLKIT 135,000

SCORE CLEVELAND

1350 EUCLID AVENUE
CLEVELAND,OH44115
N/A PC GENERAL OPERATING SUPPORT 35,000

SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION

8 MULBERRY ROAD
SELMA,AL36703
N/A PC GENERAL OPERATING SUPPORT 4,000

SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION

8 MULBERRY ROAD
SELMA,AL36703
N/A PC SALARY AND BENEFITS FOR THE SUSTAINABLE TOURISM DIRECTOR 50,000

SEQUOIA CENTER

5200 S MACADAM AVENUE
PORTLAND,OR97239
N/A PC GENERAL OPERATING SUPPORT 29,000

SHREVEPORT REGIONAL ARTS COUNCIL

801 CROCKETT STREET
SHREVEPORT,LA71101
N/A PC GENERAL OPERATING SUPPORT 4,000

SHREVEPORT REGIONAL ARTS COUNCIL

801 CROCKETT STREET
SHREVEPORT,LA71101
N/A PC GENERAL OPERATING SUPPORT 10,000

SISTERS IN CINEMA

7140 S YATES BOULEVARD
CHICAGO,IL60649
N/A PC GENERAL OPERATING SUPPORT 10,000

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805
N/A PC FIRESIDE PROJECT 20,000

SOLAR UNITED NEIGHBORS

1350 CONNECTICUT AVENUE
WASHINGTON,DC20036
N/A PC CLEAN ENERGY TRANSITION FOR RURAL ELECTRIC CO-OPS 100,000

SOUTH ARTS

1800 PEACHTREE STREET NW
ATLANTA,GA30309
N/A PC CREATIVE PLACEMAKING COMMUNITIES: SOUTHERN CREATIVE PLACEMAKING LEADERSHIP SUMMIT 35,000

SOUTH FLORIDA AFTER-SCHOOL ALL-STARS

11200 SW 8TH STREET
MIAMI,FL33199
N/A PC GENERAL OPERATING SUPPORT 97,000

SOUTHEAST ENERGY EFFICIENCY ALLIANCE

100 PEACHTREE STREET NW
ATLANTA,GA30303
N/A PC CLIMATE IMPACT THROUGH HOUSING AND ENERGY EQUITY 150,000

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT STREET
CHARLOTTESVILLE,VA22902
N/A PC CURBING POLLUTION FROM INDUSTRIAL FARMING OPERATIONS IN NORTH CAROLINA 120,000

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT STREET
CHARLOTTESVILLE,VA22902
N/A PC GENERAL OPERATING SUPPORT 30,000

ST PAUL & RAMSEY COUNTY DOMESTIC ABUSE INTERVENTION PROJECT

394 DAYTON AVENUE
SAINT PAUL,MN55104
N/A PC GENERAL OPERATING SUPPORT 5,000

STATE INNOVATION EXCHANGE

PO BOX 260230
MADISON,WI53726
N/A PC REPRODUCTIVE RIGHTS 100,000

STATE LEADERSHIP PROJECT

PO BOX 223
RALEIGH,NC27602
N/A PC GENERAL OPERATING SUPPORT AND SOUTHERN WORKING GROUP PROJECT 35,000

STORM KING ART CENTER

1 MUSEUM ROAD
NEW WINDSOR,NY12553
N/A PC GENERAL OPERATING SUPPORT 10,000

TBA FUND

690 MAIN STREET SUITE 27
SAFETY HARBOR,FL33695
N/A PC GENERAL OPERATING SUPPORT 12,500

THANK YOU LIFE

7908 FINCH TRAIL
AUSTIN,TX78745
N/A PC GENERAL OPERATING SUPPORT 15,000

THOMAS COLE HISTORIC HOUSE

218 SPRING STREET
CATSKILL,NY12414
N/A PC GENERAL OPERATING SUPPORT 10,000

THOMAS COLE HISTORIC HOUSE

218 SPRING STREET
CATSKILL,NY12414
N/A PC GENERAL OPERATING SUPPORT 15,000

THOMAS COLE HISTORIC HOUSE

218 SPRING STREET
CATSKILL,NY12414
N/A PC GENERAL OPERATING SUPPORT 10,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088
N/A PC FOR THE MANY EDUCATION FUND GENERAL OPERATING SUPPORT 20,000

TORRANCE MEMORIAL MEDICAL CENTER HEALTH CARE FOUNDATION

3330 LOMITA BLVD
TORRANCE,CA90505
N/A PC TECHNOLOGY SUPPORT FOR ONCOLOGY DEPARTMENT 25,000

TRUST WOMEN FOUNDATION

PO BOX 3222
WICHITA,KS67201
N/A PC GENERAL OPERATING SUPPORT 100,000

TRUST WOMEN FOUNDATION

PO BOX 3222
WICHITA,KS67201
N/A PC GENERAL OPERATING SUPPORT 10,000

UNION OF CONCERNED SCIENTISTS

TWO BRATTLE SQUARE
CAMBRIDGE,MA02138
N/A PC CENTER FOR SCIENCE AND DEMOCRACY 12,000

UNITED AGAINST POVERTY INDIAN RIVER COUNTY

1400 27TH STREET
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 15,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

CB 3235
CHAPEL HILL,NC27599
N/A PC GENERAL OPERATING SUPPORT FOR PLAYMAKERS REPERTORY COMPANY 5,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 10,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 20,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 10,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 35,000

VARIETY CHILDREN'S HOSPITAL

3100 SW 62ND AVENUE
MIAMI,FL33155
N/A PC YOU CAN'T POUR FROM AN EMPTY CUP FUND 60,000

VOTER FORMATION PROJECT

712 H STREET NE PMB 41
WASHINGTON,DC20002
N/A PC GENERAL OPERATING SUPPORT 75,000

VOTER PARTICIPATION CENTER

1707 L STREET NW
WASHINGTON,DC20036
N/A PC GET OUT THE VOTE WORK 10,000

WESTERN RESOURCE ADVOCATES

2260 BASELINE ROAD SUITE 200
BOULDER,CO80302
N/A PC GREENHOUSE GAS ACCOUNTING AND REPORTING 75,000

WESTSIDE FAMILY HEALTH CENTER

3861 SEPULVEDA BOULEVARD
CULVER CITY,CA90230
N/A PC GENERAL OPERATING SUPPORT 25,000

WESTSIDE FOOD BANK

1710 22ND STREET
SANTA MONICA,CA90404
N/A PC GENERAL OPERATING SUPPORT 30,000

WILLIAM KING MUSEUM OF ART

PO BOX 2256
ABINGDON,VA24212
N/A PC GENERAL OPERATING SUPPORT: ART LAB 75,000

WILLIAM KING MUSEUM OF ART

PO BOX 2256
ABINGDON,VA24212
N/A PC GENERAL OPERATING SUPPORT 4,000

WOMEN'S EMERGENCY NETWORK

PO BOX 566392
MIAMI,FL33256
N/A PC GENERAL OPERATING SUPPORT 12,500

WORLD MONUMENTS FUND

600 FIFTH AVENUE
NEW YORK,NY10020
N/A PC GENERAL OPERATING SUPPORT 10,000

WORMFARM INSTITUTE

28 E MAIN STREET
REEDSBURG,WI53959
N/A PC GENERAL OPERATING SUPPORT 4,000

WORMFARM INSTITUTE

28 E MAIN STREET
REEDSBURG,WI53959
N/A PC GENERAL OPERATING SUPPORT 135,000

WV CITIZEN ACTION EDUCATION FUND

1500 DIXIE STREET
CHARLESTON,WV25311
N/A PC WEST VIRGINIA CIVIC ENGAGEMENT TABLE GENERAL OPERATING SUPPORT 25,000

YOU CAN VOTE

2726 CROASDAILE DRIVE
DURHAM,NC27705
N/A PC GENERAL OPERATING SUPPORT 5,000

YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS

2245 S MICHIGAN AVENUE
CHICAGO,IL60616
N/A PC LEGAL FELLOW FOR HEALTH JUSTICE 100,000
Total .................................right arrow 3a 10,419,000
bApproved for future payment

ABORTION FREEDOM PARTNERSHIP
14435C BIG BASIN WAY
SARATOGA,CA95070
N/A PC PROJECT PIGGYBANK 100,000

ACTIVATE 48 EDUCATION FUND
5716 N 19TH AVENUE
PHOENIX,AZ85015
N/A PC GENERAL OPERATING SUPPORT 110,000

AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION
900 S PERRY STREET SUITE B
MONTGOMERY,AL36104
N/A PC REPRODUCTIVE RIGHTS AND JUSTICE 100,000

AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION
325 W MAIN STREET SUITE 2210
LOUISVILLE,KY40202
N/A PC REPRODUCTIVE RIGHTS 100,000

APPALACHIAN VOICES
589 WEST KING STREET
BOONE,NC28607
N/A PC CATALYZING CLEAN-ENERGY DISTRIBUTION AND ACCELERATED DECARBONIZATION 75,000

APPALSHOP
PO BOX 1325
WHITESBURG,KY41858
N/A PC COMMUNITY DEVELOPMENT: GENERAL OPERATIONS 75,000

ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION
PO BOX 2548
SELMA,AL36702
N/A PC STRATEGIC GROWTH AND STAFF SALARY AND BENEFITS 60,000

BLUE RIDGE ABORTION FUND
PO BOX 5082
CHARLOTTESVILLE,VA22905
N/A PC GENERAL OPERATING SUPPORT 75,000

BVM CAPACITY BUILDING INSTITUTE
3645 MARKETPLACE BOULEVARD
EAST POINT,GA30344
N/A PC PENNSYLVANIA CAPACITY BUILDING 75,000

CAROLINA FEDERATION FUND
PO BOX 62212
DURHAM,NC27715
N/A PC GENERAL OPERATING SUPPORT 25,000

CENTER FOR COMMON GROUND
18459 PATRIOT LANE
RUTHER GLEN,VA22546
N/A PC MOVEMENT LABS ELECTION OFFICIALS RESEARCH 75,000

CLEAN ENERGY WORKS
1666 CONNECTICUT AVENUE NW SUITE
100
WASHINGTON,DC20009
N/A PC SUPPORTING RURAL ELECTRIC COOPERATIVE CLEAN ENERGY INVESTMENTS 125,000

COMMON CAUSE EDUCATION FUND
805 15TH STREET
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 75,000

COWAN COMMUNITY ACTION GROUP
PO BOX 268
WHITESBURG,KY41858
N/A PC GROWING HOME CONVENING 2024-25 AND STAFF SALARIES AND BENEFITS 90,000

FOOT SOLDIERS PARK
1420 N MECHANIC STREET
SELMA,AL36703
N/A PC PARK DESIGN MANAGEMENT 95,000

GENDER IDEAL
20 PLAZA STREET EAST
BROOKLYN,NY11238
N/A PC CORPORATE INDEX 100,000

HEMPHILL COMMUNITY CENTER
PO BOX 142
JACKHORN,KY41825
N/A PC PROGRAMMING SUPPORT AND STAFF SALARIES 45,000

HOPEWELL FUND
1828 L STREET NW
WASHINGTON,DC20036
N/A PC RAD GENERAL OPERATING SUPPORT 100,000

HOPEWELL FUND
1828 L STREET NW
WASHINGTON,DC20036
N/A PC SOCIAL AND ECONOMIC STRATEGIES CENTER GENERAL OPERATING SUPPORT 100,000

KENTUCKY CIVIC ENGAGEMENT TABLE
2430 PORTLAND AVENUE
LOUISVILLE,KY40212
N/A PC GENERAL OPERATING SUPPORT 50,000

KENTUCKY CIVIC ENGAGEMENT TABLE
2430 PORTLAND AVENUE
LOUISVILLE,KY40212
N/A PC GENERAL OPERATING SUPPORT 50,000

KING'S CANVAS THE
3066 ZELDA ROAD
MONTGOMERY,AL36106
N/A PC SPACE BUILD-OUT, STRATEGIC SUPPORT, AND STAFF SALARIES 45,000

MAYDAY MEDICINES DBA MAYDAY HEALTH
442 5TH AVENUE
NEW YORK,NY10018
N/A PC GENERAL OPERATING SUPPORT 100,000

NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS
1100 H STREET NW
WASHINGTON,DC20005
N/A PC BUILDING CHAMPIONS FOR REGIONAL NET ZERO GRIDS 125,000

NEO PHILANTHROPY
1001 AVENUE OF THE AMERICAS
NEW YORK,NY10018
N/A PC GENERAL OPERATING SUPPORT FOR PROGRESS ALASKA ALASKA VOTER HUB, FORMERLY AKCES 75,000

NEW RIVER ABORTION ACCESS FUND
PO BOX 10701
BLACKSBURG,VA24062
N/A PC GENERAL OPERATING SUPPORT 50,000

NORTH CAROLINA ASIAN AMERICANS TOGETHER
711 HILLSBOROUGH STREET
RALEIGH,NC27603
N/A PC GENERAL OPERATING SUPPORT 50,000

NW ENERGY COALITION
811 FIRST AVENUE
SEATTLE,WA98104
N/A PC WESTERN MARKETS AND TRANSMISSION PLANNING 125,000

OREGON ENVIRONMENTAL COUNCIL
PO BOX 14822
PORTLAND,OR97293
N/A PC OREGON CLEAN GRID COLLABORATIVE 75,000

PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY
2001 E MADISON STREET
SEATTLE,WA98122
N/A PC HEALTH CENTERS IN LOUISVILLE AND LEXINGTON 100,000

PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY
2001 E MADISON STREET
SEATTLE,WA98122
N/A PC HEALTH CENTERS IN LOUISVILLE AND LEXINGTON 100,000

POWER TO DECIDE
1776 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC ALL ACCESS EASTERN KENTUCKY 100,000

PROGRESS NORTH CAROLINA
PO BOX 865
RALEIGH,NC27602
N/A PC GENERAL OPERATING SUPPORT 25,000

RENEWABLE ENERGY ALASKA PROJECT
308 G STREET
ANCHORAGE,AK99501
N/A PC 21ST CENTURY RATE DESIGN IN ALASKA 75,000

RENEWABLE NORTHWEST
421 SW 6TH AVENUE SUITE 1400
PORTLAND,OR97204
N/A PC ADVANCING NET ZERO GRID IN THE WEST 75,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE
47 KEARNY STREET
SAN FRANCISCO,CA94108
N/A PC CORPORATE ENGAGEMENT PROGRAM 200,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE
47 KEARNY STREET
SAN FRANCISCO,CA94108
N/A PC CORPORATE ENGAGEMENT PROGRAM 145,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE
47 KEARNY STREET
SAN FRANCISCO,CA94108
N/A PC CORPORATE ENGAGEMENT PROGRAM 55,000

RHIZOME ACTION NETWORK
1403 NE 82ND STREET
SEATTLE,WA98115
N/A PC GENERAL OPERATING SUPPORT 25,000

RIFFRAFF ARTS COLLECTIVE
869 MERCER STREET
PRINCETON,WV24740
N/A PC ARTS PROGRAMMING - CAPACITY BUILDING SUPPORT 110,000

SAN JUAN CITIZENS ALLIANCE
1309 E 3RD AVENUE SUITE 5
DURANGO,CO81302
N/A PC RURAL ELECTRIC COOPERATIVE ELECTION TOOLKIT GENERAL OPERATING SUPPORT 135,000

SOLAR UNITED NEIGHBORS
1350 CONNECTICUT AVENUE
WASHINGTON,DC20036
N/A PC CLEAN ENERGY TRANSITION FOR RURAL ELECTRIC CO-OPS 100,000

STATE INNOVATION EXCHANGE
PO BOX 260230
MADISON,WI53726
N/A PC REPRODUCTIVE RIGHTS 100,000

STATE LEADERSHIP PROJECT
PO BOX 223
RALEIGH,NC27602
N/A PC GENERAL OPERATING SUPPORT AND SOUTHERN WORKING GROUP PROJECT 35,000

TRUST WOMEN FOUNDATION
PO BOX 3222
WICHITA,KS67201
N/A PC GENERAL OPERATING SUPPORT 100,000

VOTER FORMATION PROJECT
712 H STREET NE PMB 41
WASHINGTON,DC20002
N/A PC GENERAL OPERATING SUPPORT 75,000

WESTERN RESOURCE ADVOCATES
2260 BASELINE ROAD SUITE 200
BOULDER,CO80302
N/A PC GREENHOUSE GAS ACCOUNTING AND REPORTING 75,000

WOMEN'S HEALTH CENTER OF WEST VIRGINIA
PO BOX 20580
CHARLESTON,WV25362
N/A PC GENERAL OPERATING SUPPORT 75,000

WOMEN'S HEALTH CENTER OF WEST VIRGINIA
PO BOX 20580
CHARLESTON,WV25362
N/A PC GENERAL OPERATING SUPPORT 75,000

WORMFARM INSTITUTE
28 E MAIN STREET
REEDSBURG,WI53959
N/A PC GENERAL OPERATING SUPPORT 135,000

WV CITIZEN ACTION EDUCATION FUND
1500 DIXIE STREET
CHARLESTON,WV25311
N/A PC WEST VIRGINIA CIVIC ENGAGEMENT TABLE GENERAL OPERATING SUPPORT 25,000

YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS
2245 S MICHIGAN AVENUE
CHICAGO,IL60616
N/A PC LEGAL FELLOW FOR HEALTH JUSTICE 100,000
Total ................................. right arrow 3b 4,385,000
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 ...........
    14 431,451  
4 Dividends and interest from securities .... 901101 117 14 1,960,139  
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 .....     14 2,076  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 5,730,052  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S
901101 -68      
bOTHER INCOME (LOSS) THRU SCHEDULE K-1     01 -108,553  
cSTATE UNRELATED BUSINESS INCOME TAX REFUND     01 103  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 49 8,015,268 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,015,317
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL STATEMENT AUDIT 25,500 0   25,500
TAX RETURN PREPARATION 12,187 0   12,187

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount
INVEST APPALACHIA - CATALYTIC CAPITAL TO ADVANCE THE CLEAN ENERGY ECONOMY IN RURAL APPALACHIA 150,000

TY 2023 InvestmentsCorpStockSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Name of Stock End of Year Book Value End of Year Fair Market Value
A O SMITH CORPORATION (AOS) 2,531.000 SHARES 208,656 208,656
ABB LTD (ABBNY) 6,508.000 SHARES 288,422 288,422
ABBVIE INC (ABBV) 3,945.000 SHARES 611,357 611,357
ACCENTURE PLC IRELAND SHS CL A (ACN) 1,589.000 SHARES 557,596 557,596
ACI WORLDWIDE INC (ACIW) 7,390.000 SHARES 226,134 226,134
ADOBE INC (ADBE) 1,096.000 SHARES 653,874 653,874
ADOBE INC COMMON STOCK (ADBE) 2,128.000 SHARES 1,269,565 1,269,565
ADYEN N V (ADYEY) 20,479.000 SHARES 263,913 263,913
ADYEN N V (ADYEY) 20,987.000 SHARES 270,459 270,459
AERCAP HOLDINGS NV (AER) 5,289.000 SHARES 393,078 393,078
AGILENT TECHNOLOGIES INC (A) 4,331.000 SHARES 602,139 602,139
AIA GROUP LTD (AAGIY) 7,265.000 SHARES 253,251 253,251
AIA GROUP LTD (AAGIY) 9,775.000 SHARES 340,747 340,747
AIR LIQUIDE (AIQUY) 12,106.000 SHARES 471,044 471,044
AIR LIQUIDE (AIQUY) 6,684.000 SHARES 260,074 260,074
AIRPORTS OF THAILAND PUB CO LTD (AIPUY) 5,055.000 SHARES 88,488 88,488
AIWAN SEMICONDUCTOR MFG CO LTD (TSM) 5,058.000 SHARES 526,032 526,032
AKAMAI TECHNOLOGIES INC (AKAM) 1,709.000 SHARES 202,260 202,260
ALCON INC (ALC) 3,846.000 SHARES 300,450 300,450
ALFA LAVAL AB (ALFVY) 7,604.000 SHARES 304,373 304,373
ALIGN TECHNOLOGY INC (ALGN) 2,022.000 SHARES 554,028 554,028
ALLEGION PUBLIC LIMITED COMPANY (ALLE) 1,250.000 SHARES 158,363 158,363
ALLIANZ SE (ALIZY) 30,364.000 SHARES 811,539 811,539
ALPHABET INC CLASS A (GOOGL) 180.000 SHARES 25,144 25,144
ALPHABET INC CLASS A (GOOGL) 7,105.000 SHARES 992,497 992,497
ALPHABET INC CLASS C (GOOG) 9,686.000 SHARES 1,365,048 1,365,048
ALPHABET INC CLASS C CAPITAL STOCK (GOOG) 13,112.000 SHARES 1,847,874 1,847,874
AMADEUS IT GROUP SA (AMADY) 3,770.000 SHARES 270,196 270,196
AMAZON.COM INC (AMZN) 10,817.000 SHARES 1,643,535 1,643,535
AMAZON.COM INC (AMZN) 8,884.000 SHARES 1,349,835 1,349,835
AMAZON.COM INC (AMZN) 98.000 SHARES 14,890 14,890
AMBEV S A (ABEV) 65,779.000 SHARES 184,181 184,181
AMDOCS LIMITED (DOX) 2,132.000 SHARES 187,381 187,381
AMERICAN FINANCIAL GROUP INC (AFG) 1,757.000 SHARES 208,890 208,890
AMERIPRISE FINL INC (AMP) 1,310.000 SHARES 497,577 497,577
ANALOG DEVICES INC (ADI) 2,854.000 SHARES 566,690 566,690
ANALOG DEVICES INC (ADI) 3,002.000 SHARES 596,077 596,077
APPLE INC (AAPL) 7,920.000 SHARES 1,524,838 1,524,838
APPLE INC (AAPL) 9,265.000 SHARES 1,783,790 1,783,790
APPLIED INDUSTRIAL TECHNOLIGIES INC (AIT) 1398.000 SHARES 241,421 241,421
APTARGROUP INC (ATR) 2,173.000 SHARES 268,626 268,626
APTIV PLC (APTV) 5,251.000 SHARES 471,120 471,120
ASHTEAD GROUP PLC (ASHTY) 729.000 SHARES 203,039 203,039
ASSA ABLOY AB (ASAZY) 17,853.000 SHARES 257,137 257,137
ATLAS COPCO AB (ATLKY) 21,689.000 SHARES 373,506 373,506
ATS CORPORATION (ATS) 4,161.000 SHARES 179,214 179,214
AUTODESK INC (ADSK) 1,615.000 SHARES 393,220 393,220
AVANTOR INC (AVTR) 23,874.000 SHARES 545,043 545,043
AVERY DENNISON CORP (AVY) 970.000 SHARES 196,095 196,095
BANCO BILBAO VIZCAYA (BBVA) 44,755.000 SHARES 407,718 407,718
BERKSHIRE HATHAWAY INC DEL CL B (BRKB) 4,291.000 SHARES 1,530,428 1,530,428
BGC GROUP INC CLASS A (BGC) 47,194.000 SHARES 340,741 340,741
BIO TECHNE CORP COM (TECH) 7,060.000 SHARES 544,750 544,750
BIONTECH SE (BNTX) 2,052.000 SHARES 216,568 216,568
BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 3,342.000 SHARES 222,778 222,778
BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 460.000 SHARES 30,664 30,664
BLACKROCK INC (BLK) 771.000 SHARES 625,898 625,898
BLACKSTONE INC (BX) 3,139.000 SHARES 410,958 410,958
BNP PARIBAS (BNPQY) 10,263.000 SHARES 354,792 354,792
BOOKING HOLDINGS INC (BKNG) 247.000 SHARES 876,163 876,163
BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL (BFAM) 3,749.000 SHARES 353,306 353,306
C H ROBINSON WORLDWIDE INC (CHRW) 1,188.000 SHARES 102,631 102,631
CABLE ONE INC (CABO) 216.000 SHARES 120,223 120,223
CAMDEN PEROPERTY TRUST-SBI (CPT) 1,006.000 SHARES 99,886 99,886
CANADIAN NATIONAL RAILWAY CO (CNI) 3,648.000 SHARES 458,298 458,298
CANADIAN NATIONAL RAILWAY COMPANY (CNI) 2,278.000 SHARES 286,185 286,185
CARMAX INC (KMX) 6,221.000 SHARES 477,400 477,400
CARRIER GLOBAL CORPORATION (CARR) 6,989.000 SHARES 401,518 401,518
CARTER'S INC (CRI) 2,216.000 SHARES 165,956 165,956
CAVCO INDS INC DEL (CVCO) 336.000 SHARES 116,464 116,464
CBIZ INC (CBZ) 8,786.000 SHARES 549,916 549,916
CBOE HOLDINGS INC (CBOE) 1,494.000 SHARES 266,769 266,769
CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) 813.000 SHARES 124,218 124,218
CHEMED CORPORATION (CHE) 443.000 SHARES 259,044 259,044
CHOICE HOTELS INTL INC (CHH) 2,196.000 SHARES 248,807 248,807
CHUGAI PHARMACEUTICAL LTD (CHGCY) 37,481.000 SHARES 710,115 710,115
CME GROUP INC (CME) 2,986.000 SHARES 628,852 628,852
COHEN & STEERS INC (CNS) 1,627.000 SHARES 123,213 123,213
COLUMBIA BANKING SYSTEMS INC (COLB) 11,865.000 SHARES 316,558 316,558
COLUMBIA SPORTSWEAR CO (COLM) 2,262.000 SHARES 179,919 179,919
COMMERCE BANCSHARES INC (CBSH) 2,171.000 SHARES 115,953 115,953
COMMUNITY HEALTHCARE TRUST INCORPORATED (CHCT) 5,910.000 SHARES 157,442 157,442
COMPAGNIE DE SAINT GOBAIN (CODYY) 23,195.000 SHARES 341,593 341,593
CONSENSUS CLOUD SOLUTIONS INC (CCSI) 2,685.000 SHARES 70,374 70,374
COOPER COMPANIES INC (COO) 806.000 SHARES 305,023 305,023
COOPER COS INC (COO) 63.000 SHARES 23,842 23,842
CREDICORP LTD (BAP) 1,893.000 SHARES 283,817 283,817
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) 3,335.000 SHARES 851,492 851,492
CUBESMART (CUBE) 3,725.000 SHARES 172,654 172,654
DAIFUKU CO LTD (DFKCY) 25,591.000 SHARES 269,021 269,021
DASSAULT SYSTEMS S A (DASTY) 11,618.000 SHARES 567,702 567,702
DBS GROUP HOLDINGS LTD (DBSDY) 6,009.000 SHARES 608,784 608,784
DEERE & CO (DE) 1,947.000 SHARES 778,547 778,547
DENSO CORP (DNZOY) 15,198.000 SHARES 229,292 229,292
DEUTSCHE POST AG (DHLGY) 8,448.000 SHARES 418,590 418,590
DEUTSCHE TELEKOM AG (DTEGY) 18,611.000 SHARES 447,148 447,148
DOLBY LABORATORIES INC (DLB) 2,487.000 SHARES 214,330 214,330
DONALDSON CO INC (DCI) 3,800.000 SHARES 248,330 248,330
EAST WEST BANCORP INC (EWBC) 2,694.000 SHARES 193,833 193,833
EATON CORP PLC (ETN) 6,456.000 SHARES 1,554,734 1,554,734
EDWARDS LIFESCIENCES CORP (EW) 10,723.000 SHARES 817,629 817,629
ELI LILLY & CO (LLY) 2,101.000 SHARES 1,224,715 1,224,715
ENOVIS CORPORATION (ENOV) 4,229.000 SHARES 236,909 236,909
EPIROC AKTIEBOLAG (EPOKY) 11,010.000 SHARES 220,905 220,905
EPIROC AKTIEBOLAG (EPOKY) 14,395.000 SHARES 288,821 288,821
EQUITY COMMONWEALTH COM SH BEN INT (EQC) 9,505.000 SHARES 182,496 182,496
ESAB CORPORATION (ESAB) 4,093.000 SHARES 354,536 354,536
ESCO TECHNOLOGIES INC (ESE) 1,332.000 SHARES 155,884 155,884
EVERI HOLDINGS INC (EVRI) 10,217.000 SHARES 115,146 115,146
EXLSERVICE HOLDINGS INC (EXLS) 7,462.000 SHARES 230,203 230,203
EXPEDITORS INTL WASH INC (EXPD) 1,804.000 SHARES 229,469 229,469
F5 INC (FFIV) 1,678.000 SHARES 300,328 300,328
FACTSET RESEARCH SYSTEMS INC (FDS) 575.000 SHARES 274,304 274,304
FB FINANCIAL CORPORATION (FBK) 9,128.000 SHARES 363,751 363,751
FERGUSON PLC (FERG) 3,721.000 SHARES 718,413 718,413
FIRST CITIZENS BANCSHARES INC CL A (FCNCA) 530.000 SHARES 752,054 752,054
FIRST MERCHANTS CORP (FRME) 11,066.000 SHARES 410,327 410,327
FISERV INC (FI) 4,486.000 SHARES 595,920 595,920
FLOWERS FOOD INC (FLO) 9,094.000 SHARES 204,706 204,706
FOMENTO ECONOMICO MEXICANO SAB DE CV (FMX) 5,163.000 SHARES 672,997 672,997
GENMAB A S (GMAB) 7,774.000 SHARES 247,524 247,524
GOLDEN ENTERTAINMENT INC (GDEN) 1,426.000 SHARES 56,940 56,940
GUARDANT HEALTH INC (GH) 18,371.000 SHARES 496,934 496,934
GXO LOGISTICS INC (GXO) 5,228.000 SHARES 319,744 319,744
H B FULLER & CO (FUL) 1,629.000 SHARES 132,617 132,617
HAIER SMART HOME CO LTD (HSHCY) 41,384.000 SHARES 467,432 467,432
HDFC BK LTD (HDB) 4,870.000 SHARES 326,826 326,826
HENRY JACK & ASSOCIATES INC (JKHY) 1,030.000 SHARES 168,312 168,312
HUBBELL INCORPORATED (HUBB) 3,283.000 SHARES 1,079,877 1,079,877
HUBBELL INCORPORATED COM (HUBB) 578.000 SHARES 190,122 190,122
ICICI BANK LTD (IBN) 10,500.000 SHARES 250,320 250,320
ICICI BANK LTD (IBN) 22,868.000 SHARES 545,173 545,173
IDEX CORP (IEX) 844.000 SHARES 183,241 183,241
IDEXX LABORATORIES CORP (IDXX) 1,696.000 SHARES 941,365 941,365
INFINEON TECHNOLOGIES AG (IFNNY) 19,658.000 SHARES 820,839 820,839
INTERDIGITAL INC (IDCC) 2,667.000 SHARES 289,476 289,476
INTERNATIONAL BANCSHARES CORP (IBOC) 2,949.000 SHARES 160,190 160,190
INTERPUBLIC GROUP OF COS INC (IPG) 6,042.000 SHARES 197,211 197,211
INTUIT INC (INTU) 1,551.000 SHARES 969,422 969,422
JOHN WILEY & SONS INC CLASS A (WLY) 1,246.000 SHARES 39,548 39,548
JONES LANG LASALLE INC (JLL) 1,384.000 SHARES 261,396 261,396
JP MORGAN CHASE & CO (JPM) 151.000 SHARES 25,685 25,685
KAMAN CORPORATION (KAMN) 5,216.000 SHARES 124,923 124,923
KKR & CO INC (KKR) 16,439.000 SHARES 1,361,971 1,361,971
KOMATSU LTD (KMTUY) 9,826.000 SHARES 257,048 257,048
KONINKLIJKE PHILIPS N V (PHG) 13,880.000 SHARES 323,820 323,820
KT CORP (KT) 41,020.000 SHARES 551,309 551,309
KUBOTA CORPORATION (KUBTY) 1,346.000 SHARES 101,323 101,323
KYNDRYL HOLDINGS INC (KD) 2,779.000 SHARES 57,748 57,748
L OREAL CO (LRLCY) 7,018.000 SHARES 698,733 698,733
LAMAR ADVERTISING COMPANY (LAMR) 1,728.000 SHARES 183,652 183,652
LIGAND PHARMACEUTICALS INC (LGND) 4,074.000 SHARES 290,965 290,965
LINCOLN ELEC HOLDINGS INC (LECO) 1,101.000 SHARES 239,423 239,423
LITHIA MOTORS INC (LAD) 1,120.000 SHARES 368,794 368,794
LIVANOVA PLC (LIVN) 3,235.000 SHARES 167,379 167,379
LLOYDS BANKING GROUP PLC (LYG) 210,523.000 SHARES 503,150 503,150
LONDON STK EXCHANGE GROUP (LNSTY) 12,803.000 SHARES 378,405 378,405
LONZA GROUP AG ZUERICH (LZAGY) 5,966.000 SHARES 250,721 250,721
LOWE'S COMPANIES INC (LOW) 102.000 SHARES 22,700 22,700
LOWES COMPANIES INC (LOW) 2,069.000 SHARES 460,456 460,456
MANHATTAN ASSOCIATES INC (MANH) 1,052.000 SHARES 226,517 226,517
MANULIFE FINANCIAL CORP (MFC) 26,577.000 SHARES 587,352 587,352
MASCO CORP (MAS) 1,598.000 SHARES 107,034 107,034
MASTERCARD INCORPORATED (MA) 4,341.000 SHARES 1,851,480 1,851,480
MEDPACE HOLDINGS INC COM (MEDP) 1,126.000 SHARES 345,153 345,153
MERCK & CO INC (MRK) 3,249.000 SHARES 354,206 354,206
MERCK & CO INC (MRK) 315.000 SHARES 34,341 34,341
MERCK KGAA (MKKGY) 7,985.000 SHARES 254,210 254,210
META PLATFORMS INC (META) 101.000 SHARES 35,750 35,750
MGM RESROTS INTERNATIONAL (MGM) 27,287.000 SHARES 1,219,183 1,219,183
MICROSOFT CORP (MSFT) 5,773.000 SHARES 2,170,879 2,170,879
MICROSOFT CORP (MSFT) 7,617.000 SHARES 2,864,297 2,864,297
MIDDLEBY CORP (MIDD) 980.000 SHARES 144,227 144,227
MODINE MANUFACTURING CO (MOD) 2,462.000 SHARES 146,981 146,981
MODIVCARE INC (MODV) 3,424.000 SHARES 150,622 150,622
NETAPP INC (NTAP) 2,203.000 SHARES 194,216 194,216
NETFLIX INC (NFLX) 840.000 SHARES 408,979 408,979
NEWMARK GROUP INC (NMRK) 15,260.000 SHARES 167,250 167,250
NEXSTAR MEDIA GROUP INC (NXST) 2,679.000 SHARES 419,933 419,933
NINTENDO CO LTD (NTDOY) 36,042.000 SHARES 470,348 470,348
NITORI HOLDINGS CO LTD (NCLTY) 15,128.000SHARES 202,594 202,594
NOMAD FOODS LTD (NOMD) 27,705.000 SHARES 469,600 469,600
NORDSON CORP (NDSN) 1,086.000 SHARES 286,878 286,878
NORTHERN TRUST CORP (NTRS) 2,190.000 SHARES 184,792 184,792
NOVOZYMES A/S (NVZMY) 2,911.000 SHARES 160,079 160,079
NVIDIA CORP (NVDA) 3,028.000 SHARES 1,499,526 1,499,526
OLD DOMINION FEIGHT LINES INC (ODFL) 1,528.000 SHARES 619,344 619,344
OMNICOM GROUP INC (OMC) 2,081.000 SHARES 180,027 180,027
OPENLANE INC (KAR) 17,673.000 SHARES 261,737 261,737
OSI SYSTEMS INC (OSIS) 941.000 SHARES 121,436 121,436
OVERSEA CHINESE BANKING CORPORATION LTD (OVCHY) 20,710.000 SHARES 408,194 408,194
OXFORD INDUSTRIES INC (OXM) 1,427.000 SHARES 142,700 142,700
P T TELEKOMUNIKASI (TLK) 9,453.000 SHARES 243,509 243,509
PACCAR INC (PCAR) 3,263.000 SHARES 318,632 318,632
PACIFIC PREMIER BANCORP INC (PPBI) 12,156.000 SHARES 353,861 353,861
PACKAGING CORP AMER (PKG) 1,016.000 SHARES 165,517 165,517
PAYCOM SOFTWARE INC (PAYC) 1,006.000 SHARES 207,960 207,960
PHYSICIANS REALTY TRUST (DOC) 11,813.000 SHARES 157,231 157,231
PING AN INSURANCE GROUP (PNGAY) 14,568.000 131,899 131,899
PINTEREST INC CLASS A (PINS) 9,486.000 SHARES 351,361 351,361
PRGORESS SOFTWARE CORPORATION (PRGS) 3,476.000 SHARES 188,747 188,747
PROGRESSIVE CORP-OHIO (PGR) 3,323.000 SHARES 529,287 529,287
QUALYS INC COM (QLYS) 1,304.000 SHARES 255,949 255,949
RELX PLC (RELX) 16,620.000 SHARES 659,149 659,149
RENTOKIL INITIAL PLC (RTO) 9,594.000 SHARES 274,484 274,484
REVVITY INC (RVTY) 1,213.000 SHARES 132,593 132,593
ROBERT HALF INC (RHI) 1,872.000 SHARES 164,586 164,586
ROCHE HOLDING LTD (RHHBY) 11,578.000 SHARES 420,432 420,432
ROCHE HOLDING LTD (RHHBY) 8,267.000 SHARES 300,200 300,200
ROCKWELL AUTOMATION INC (ROK) 3,444.000 SHARES 1,069,293 1,069,293
ROYAL BANK CDA MONTREAL QUEBEC (RY) 245.000 SHARES 24,777 24,777
RPM INTERNATIONAL INC (RPM) 2,129.000 SHARES 237,660 237,660
S&P GLOBAL INC COM (SPGI) 2,698.000 SHARES 1,188,523 1,188,523
SAP SE (SAP) 3,781.000 SHARES 584,505 584,505
SBA COMMUNICATIONS CORP NEW CLASS A (SBAC) 1,846.000 SHARES 468,312 468,312
SCHNEIDER ELECTRIC SE (SBGSY) 10,820.000 SHARES 434,542 434,542
SCHNEIDER ELECTRIC SE (SBGSY) 9,609.000 SHARES 385,907 385,907
SEI INVESTMENTS CO (SEIC) 4,322.000 SHARES 274,663 274,663
SELECTIVE INSURANCE GROUP INC (SIGI) 1,852.000 SHARES 184,237 184,237
SHIMANO INC (SMNNY) 7,472.000 SHARES 115,726 115,726
SHIONOGI & CO LTD (SGIOY) 16,071.000 SHARES 193,736 193,736
SHISEIDO CO LTD (SSDOY) 5,155.000 SHARES 155,475 155,475
SHOPIFY INC CL A (SHOP) 10,324.000 SHARES 804,240 804,240
SILGAN HOLDINGS INC (SLGN) 2,684.000 SHARES 121,451 121,451
SILGAN HOLDINGS INC (SLGN) 9,368.000 SHARES 423,902 423,902
SNAP-ON INC (SNA) 804.000 SHARES 232,227 232,227
SOCIEDAD QUIMICA MINERA DE CHILE S A (SQM) 1,475.000 SHARES 88,824 88,824
SONOVA HOLDING AG (SONVY) 3,163.000 SHARES 206,243 206,243
SONY GROUP CORPORATION (SONY) 4,539.000 SHARES 429,798 429,798
SONY GROUP CORPORATION (SONY) 5,388.000 SHARES 510,190 510,190
SPECTRUM BRANDS HOLDINGS INC (SPB) 5,288.000 SHARES 421,824 421,824
SPIRE INC. (SR) 80.000 SHARES 4,987 4,987
SPLUNK INC COM (SPLK) 2,252.000 SHARES 343,092 343,092
STAG INDUSTRIAL INC (STAG) 5,394.000 SHARES 211,768 211,768
STARWOOD PROPERTY TRUST INC (STWD) 18,729.000 SHARES 393,684 393,684
SUMMIT MATERIALS INC CL A (SUM) 2,035.000 SHARES 78,266 78,266
SVENSKA HANDELSBANKEN (SVNLY) 86,992.000 SHARES 472,367 472,367
SWEDBANK AB (SWDBY) 25,729.000 SHARES 519,031 519,031
SYMRISE AG (SYIEY) 9,106.000 SHARES 250,570 250,570
SYSMEX CORPORATION (SSMXY) 5,482.000 SHARES 152,778 152,778
T MOBILE US INC (TMUS) 3,335.000 SHARES 534,701 534,701
TAIWAN SEMICONDUCTOR MFG CO (TSM) 7,364.000 SHARES 765,856 765,856
TAIWAN SEMICONDUCTOR MFG CO (TSM) 8,523.000 SHARES 886,392 886,392
TELEFLEX INC (TFX) 875.000 SHARES 218,173 218,173
TENCENT HOLDINGS LIMITED (TCEHY) 6,453.000 SHARES 242,633 242,633
TERADATA CORP (TDC) 2,741.000 SHARES 119,261 119,261
TEXAS ROADHOUSE INC (TXRH) 1,373.000 SHARES 167,822 167,822
THE WALT DISNEY COMPANY (DIS) 307.000 SHARES 27,719 27,719
THERMO FISHER SCIENTIFIC INC (TMO) 988.000 SHARES 524,421 524,421
TJX COMPANIES INC NEW (TJX) 6,355.000 SHARES 596,163 596,163
TOKYO ELECTRON LTD (TOELY) 5,843.000 SHARES 523,352 523,352
TOPBUILD CORP (BLD) 948.000 SHARES 354,798 354,798
TORO CO (TTC) 1,588.000 SHARES 152,432 152,432
TORONTO-DOMINION BANK (TD) 1,488.000 SHARES 96,155 96,155
TRACTOR SUPPLY CO (TSCO) 2,093.000 SHARES 450,058 450,058
UBER TECHNOLOGIES INC (UBER) 7,157.000 SHARES 440,656 440,656
UMB FINANCIAL CORP (UMBF) 1,873.000 SHARES 156,489 156,489
UNICHARM CORP (UNICY) 40,222.000 SHARES 290,886 290,886
UNITED RENTALS INC (URI) 1,479.000 SHARES 848,089 848,089
UNITEDHEALTH GROUP INC (UNH) 1,410.000 SHARES 742,323 742,323
UNITEDHEALTH GROUP INC (UNH) 2,536.000 SHARES 1,335,128 1,335,128
UNITEDHEALTH GROUP INC (UNH) 59.000 SHARES 31,062 31,062
VERINT SYSTEMS INC (VRNT) 5,662.000 SHARES 153,044 153,044
VERRA MOBILITY CORPORATION CLASS A (VRRM) 13,531.000 SHARES 311,619 311,619
VESTAS WIND SYSTEMS AS (VWDRY) 18,454.000 SHARES 195,335 195,335
VISA INC CL A (V) 7,330.000 SHARES 1,908,365 1,908,365
VISA INC CL A (V) 7,519.000 SHARES 1,957,572 1,957,572
WATERS CORP (WAT) 1,086.000 SHARES 357,544 357,544
WIDEOPENWEST INC (WOW) 15,031.000 SHARES 60,875 60,875
WILLIAMS SONOMA INC (WSM) 1,553.000 SHARES 313,364 313,364
XP INC CL A (XP) 6,067.000 SHARES 158,167 158,167
XPO INC (XPO) 3,038.000 SHARES 266,098 266,098
ZEBRA TECHNOLOGIES CORP-CL A (ZBRA) 657.000 SHARES 179,578 179,578
ZIFF DAVIS INC (ZD) 4,343.000 SHARES 291,806 291,806
ZOETIS INC CL A (ZTS) 5,260.000 SHARES 1,038,166 1,038,166

TY 2023 InvestmentsOtherSchedule2
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALKEON INNOVATION OFFSHORE FUND II, LP FMV 2,614,822 2,614,822
ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD. FMV 20,460,134 20,460,134
BROWN CAP MGMT INTL SMALL CO FD INSTL (BCSFX) 229,222.478 SHARES FMV 5,272,117 5,272,117
DBL PARTNERS III, L.P. FMV 12,705,508 12,705,508
DBL PARTNERS IV, L.P. FMV 9,650,851 9,650,851
GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. FMV 306,819 306,819
GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. FMV 5,868,209 5,868,209
GENERATION IM GLOBAL EQUITY FUND, LLC FMV 38,494,577 38,494,577
GENERATION IM SUSTAINABLE SOLUTIONS FUND III (B), L.P. FMV 4,583,180 4,583,180
GENERATION IM SUSTAINABLE SOLUTIONS FUND IV (B), ILP FMV 1,830,945 1,830,945
ILLUMEN CAPITAL II, LP FMV 479,969 479,969
JUST CLIMATE CAF I (B) SCSP FMV 424,434 424,434

TY 2023 LegalFeesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 16,131 0   29,573


TY 2023 OtherAssetsSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 900,000 1,550,000 1,550,000
SECURITY DEPOSIT 2,000 2,000 2,000
DIVIDENDS AND INTEREST RECEIVABLE 96,787 86,955 86,955
INVESTMENT DISTRIBUTION RECEIVABLES 4,123,122    


TY 2023 OtherDecreasesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Amount
CHANGE IN DEFERRED FEDERAL EXCISE TAX 359,775


TY 2023 OtherExpensesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 1,550 0   1,550
INSURANCE 14,512 0   15,821
OFFICE AND OTHER EXPENSES 98,714 0   97,413
OTHER INVESTMENT EXPENSES 59,156 59,156   0
OTHER DEDUCTIONS THRU SCHEDULE K-1'S 793,303 790,000   0


TY 2023 OtherIncomeSchedule2
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION PROCEEDS 2,024 2,024 2,024
OTHER INVESTMENT INCOME 52 52 52
ORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S -68 0 -68
OTHER INCOME (LOSS) THRU SCHEDULE K-1 -108,553 -108,553 -108,553
STATE UNRELATED BUSINESS INCOME TAX REFUND 103   103


TY 2023 OtherIncreasesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Amount
UNREALIZED GAIN ON INVESTMENTS 25,883,085


TY 2023 OtherLiabilitiesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 551,880 911,655


TY 2023 OtherProfessionalFeesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION MANAGEMENT 254,443 0   254,443
INFORMATION TECHNOLOGY CONSULTANTS 11,238 0   12,108
INVESTMENT MANAGEMENT AND ADVISORY 971,661 971,661   0
PHILANTHROPIC AND OTHER CONSULTANTS 112,296 0   127,620


TY 2023 TaxesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 84,214 0   0
STATE UNRELATED BUSINESS INCOME TAX 250 0   0
FOREIGN TAXES WITHHELD 111,019 111,019   0
FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S 20,312 20,312   0