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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Wallace Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)140 Broadway 49 Floor
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY10005
A Employer identification number

13-6183757
B Telephone number (see instructions)

(212) 251-9700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,756,582,199J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,383,973 2,383,973  
4 Dividends and interest from securities... 6,326,278 6,326,278  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
115,350,786
b Gross sales price for all assets on line 6a 693,938,600
7 Capital gain net income (from Part IV, line 2)... 93,447,648
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,083 5,729,091 0
12 Total. Add lines 1 through 11........ 124,078,120 107,886,990 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,462,131 1,389,311 0 2,057,887
14 Other employee salaries and wages...... 7,879,956 1,285,486   6,561,353
15 Pension plans, employee benefits....... 3,410,989 535,254 0 2,854,343
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
206,409 33,405 0 113,789
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
188,917 93,419 0 3,938
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,563,678 5,226,900 0 9,282,725
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,692,462 683,246 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
594,307 0 0
20 Occupancy.............. 1,833,661 175,975 0 1,852,852
21 Travel, conferences, and meetings....... 656,495 103,892 0 550,077
22 Printing and publications.......... 57,887 1,124 0 56,618
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,080,935 87,084 0 982,721
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,627,827 9,615,096 0 24,316,303
25 Contributions, gifts, grants paid....... 54,321,994 54,577,768
26 Total expenses and disbursements. Add lines 24 and 25 85,949,821 9,615,096 0 78,894,071
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 38,128,299
b Net investment income (if negative, enter -0-) 98,271,894
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 45,369,962 38,166,672 38,166,672
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................   162,146 162,146
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 385,711 496,896 496,896
10a Investments—U.S. and state government obligations (attach schedule) 22,884,195 Click to see attachment
List of Attached Documents:
// Content
21,045,068 		21,045,068
b Investments—corporate stock (attach schedule)....... 71,267,377 Click to see attachment
List of Attached Documents:
// Content
78,331,740 		78,331,740
c Investments—corporate bonds (attach schedule)....... 146,689,417 Click to see attachment
List of Attached Documents:
// Content
143,430,385 		143,430,385
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,395,114,997 Click to see attachment
List of Attached Documents:
// Content
1,453,046,844 		1,453,046,844
14 Land, buildings, and equipment: basis right arrow9,200,517
Less: accumulated depreciation (attach schedule) right arrow3,013,387 6,725,351 Click to see attachment
List of Attached Documents:
// Content
6,187,130 		6,187,130
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
17,618,082 		Click to see attachment
List of Attached Documents:
// Content
15,715,318 		Click to see attachment
List of Attached Documents:
// Content
15,715,318
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,706,055,092 1,756,582,199 1,756,582,199
Liabilities 17 Accounts payable and accrued expenses.......... 2,054,924 2,268,541
18 Grants payable................. 5,955,155 5,891,248
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
23,376,260 		Click to see attachment
List of Attached Documents:
// Content
22,175,716
23 Total liabilities (add lines 17 through 22)......... 31,386,339 30,335,505
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,674,668,753 1,726,246,694
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,674,668,753 1,726,246,694
30 Total liabilities and net assets/fund balances (see instructions). 1,706,055,092 1,756,582,199
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,674,668,753
2
Enter amount from Part I, line 27a .....................
2
38,128,299
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,449,642
4
Add lines 1, 2, and 3 ..........................
4
1,726,246,694
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,726,246,694
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b Liquidated Partnerships P    
c Foreign Corporations P    
d Partnerships and Alternative Investments P    
e Net Capital losses on Foreign exchange contracts P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 455,025,012   437,414,907 17,610,105
b 9,666   8,311 1,355
c 87,552,242   60,956,757 26,595,485
d 98,577,356   49,288,678 49,288,678
e     47,975 -47,975
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 17,610,105
b     0 1,355
c     0 26,595,485
d     0 49,288,678
e     0 -47,975
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 93,447,648
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 1,365,979
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 1,365,979
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,365,979
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,011,130
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,211,130
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 154,849
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.wallacefoundation.org
14
The books are in care ofright arrowIngrid Rasmussen CFO Telephone no.right arrow (212) 251-9700

Located atright arrow ZIP+4right arrow  
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowBD
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
William I Miller President & Director
50.00 		999,548 173,051  
140 Broadway 49 Floor
New York,NY10005
Stacy J Martin CFO & Treasurer (end 8/30/2024)
50.00 		316,523 59,498  
140 Broadway 49 Floor
New York,NY10005
Thomas Lenehan CIO & Assistant Treasurer
50.00 		1,292,290 170,109  
140 Broadway 49 Floor
New York,NY10005
Talia Shaull CHRO
50.00 		366,231 95,955  
140 Broadway 49 Floor
New York,NY10005
Jennifer Maimone-Medwick General Counsel & Corporate Secretary (start 6/10/2024)
50.00 		216,731 10,023  
140 Broadway 49 Floor
New York,NY10005
Ingrid Rasmussen CFO & Treasurer (start 9/2/2024)
50.00 		157,000 921  
140 Broadway 49 Floor
New York,NY10005
Geraldine Sutera Legal/HR Assoc. & Asst Corp Secretary
40.00 		97,057 54,843  
140 Broadway 49 Floor
New York,NY10005
Anne Dinneen Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Richard L Kauffman Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Kimberly Nelson Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Kent McGuire Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Jorge Ruiz de Velasco Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Amor Towles Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Kelly Ungeman Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Kevin Young Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Daniel Weiss Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
Mary Beth West Director
1.00 		0 0  
140 Broadway 49 Floor
New York,NY10005
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
Signe Conway Sr Officer - Invest
50.00 		418,757 68,726  
140 Broadway 49 Floor
New York,NY10005
Bronwyn Bevan VP - Research
50.00 		385,983 81,005  
140 Broadway 49 Floor
New York,NY10005
Joyce Zhang Sr Officer - Invest
50.00 		368,952 93,541  
140 Broadway 49 Floor
New York,NY10005
Robin Harris VP - Communications
50.00 		351,480 69,185  
140 Broadway 49 Floor
New York,NY10005
Giselle Antoni VP-Youth Development
50.00 		345,218 93,285  
140 Broadway 49 Floor
New York,NY10005
Total number of other employees paid over $50,000...................right arrow 40
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
The Hatcher Group Communication Consulting Services 871,917
4340 East West Highway Suite 912
Bethesda,MD20814
Community Wealth Partners Inc Learning & Enrichment Consulting Services 767,086
1030 15th Street NW Suite 1050
Washington,DC20005
Spencer Stuart Human Resources Consulting Services 414,700
PO Box 98991
Chicago,IL60693
Mathematica Policy Research Inc Research and Consulting Services 385,999
600 Alexander Park
Princeton,NY08540
Acronym Media Inc Communication Consulting Services 365,823
350 5th Ave Suite 6520
New York,NY10118
Total number of others receiving over $50,000 for professional services.............right arrow35
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 TECHNICAL ASSISTANCE: Provide coordination and facilitation of learning communities and technical assistance to Grantees participating in our Youth Arts, Education Leadership, and Out of School Time initiatives. 2,491,276
2 DISSEMINATION: Through conference presentations, webinars, print advertising and media outreach, share Wallace research findings with non-grantee audiences, who can use the findings to improve their own work. 1,852,441
3 RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field. 1,451,718
4 POLICY: Public policy engagement activities include, within the constraints of the law, sharing evidence of what works and encouraging states to seek ESSA funding for evidence-based leadership work. 709,169
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,660,210,591
b
Average of monthly cash balances.......................
1b
57,622,496
c
Fair market value of all other assets (see instructions)................
1c
913,881
d
Total (add lines 1a, b, and c).........................
1d
1,718,746,968
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,718,746,968
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,781,205
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,692,965,763
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
84,648,288
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
84,648,288
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,365,979
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,365,979
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
83,282,309
4
Recoveries of amounts treated as qualifying distributions................
4
209,199
5
Add lines 3 and 4............................
5
83,491,508
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
83,491,508
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
78,894,071
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
78,894,071
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 83,491,508
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 22,553,797
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 78,894,071
a Applied to 2023, but not more than line 2a 22,553,797
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 2024 distributable amount..... 56,340,274
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		27,151,234
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

Trustees of the University of Pennsylvania

3451 Walnut St 5th Fl Franklin Bd
Philadelphia,PA191046205 		  PC To manage a professional learning community for school leaders participating in Wallace's ECPI. 277,500

American Association of Colleges for Teacher Education

1602 L Street NW Ste 601
Washington,DC20036 		  PC To serve as a Wallace communications partner. 75,000

Robin Merger Corporation Inc

2800 Shirlington Blvd Ste 1001
Arlington,VA22206 		  PC To support the Association for Supervision and Curriculum Development's work as a Wallace communications partner. 62,500

The Laundromat Project Inc

1476 Fulton St
Brooklyn,NY11216 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 22,150

World Arts West

1446 Market St
San Francisco,CA94102 		  PC To learn more about dance groups rooted in communities of colors and how organizations such as World Arts West could better support such groups. 125,250

Vanderbilt University

Sponsored Programs Administration
Nashville,TN372407749 		  PC To study the work of districts participating in Wallace's Principal Pipeline Learning Community. 165,440

Vanderbilt University

Sponsored Programs Administration
Nashville,TN372407749 		  PC To support a study of how principals learn on the job. 6,964

North Carolina State University

203 Peele Hall Campus Box 7103
Raleigh,NC27695 		  GOV To develop a tool to help equitably recruit and prepare teachers to enter principal pipelines. 549,730

RAND Corporation

1776 Main St / PO Box 2138
Santa Monica,CA904072138 		  PC To review literature on arts and youth well-being. 190,094

Movement Strategy Center

436 14th St Ste 425
Oakland,CA94612 		  PC To investigate and document the ecosystem of Black artists, creatives, and cultural entrepreneurs in Memphis. 106,732

Afterschool Alliance

1101 14th Street NW Ste 700
Washington,DC20005 		  PC To produce survey-based report on summer learning and other products that assist the out-of-school-time field. 500,000

Afterschool Alliance

1101 14th Street NW Ste 700
Washington,DC20005 		  PC To serve as a Wallace communications partner. 175,000

American Association of School Administrators Inc

1615 Duke St
Alexandria,VA22314 		  PC To serve as a Wallace communications partner. 175,000

National Association of Secondary School Principals

1904 Association Dr
Reston,VA201911537 		  PC To serve as a Wallace communications partner. 175,000

Robin Merger Corporation Inc

2800 Shirlington Blvd Ste 1001
Arlington,VA22206 		  PC To support the Association for Supervision and Curriculum Development's work as a Wallace communications partner. 62,500

Education Development Center Inc

300 Fifth Ave Ste 2010
Waltham,MA02451 		  PC To help develop a rural-district learning community for education leadership programs at the State University of New York. 160,000

Federation of American Scientists

1150 18th Street NW Suit 425
Washington,DC20036 		  PC To support the Alliance for Learning Innovation's state and local task force. 250,000

Cave Canem Foundation Inc

20 Jay St Ste 310-A
Brooklyn,NY11201 		  PC To investigate the needs of Black literary arts service organizations and strategies that help such organizations thrive. 60,000

Arab Community Center for Economic & Social Services

2651 Saulino Ct
Dearborn,MI48120 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 14,250

1Hood Media Academy

460 Melwood Ave Ste 207
Pittsburgh,PA15213 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 22,250

1Hood Media Academy

460 Melwood Ave Ste 207
Pittsburgh,PA15213 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 2,750

South Asian American Digital Archive NFP

1650 Arch St Ste 2130
Philadelphia,PA191032029 		  PC To help document the resources arts organizations of color need to preserve, and share their histories. 65,907

Research for Action Inc

100 S Broad St Ste 700
Philadelphia,PA19110 		  PC To help spread findings from the organization's research into Wallace's Youth Arts Initiative. 30,683

First Peoples Fund

PO Box 2977
Rapid City,SD577092977 		  PC To identify measures for arts participation that correspond to Native populations' understanding and experience of art. 152,409

Thomas B Fordham Institute

1015 18th Street NW Ste 902
Washington,DC20036 		  PC To support the institute's study on school board leadership and partisanship. 38,324

University of Delaware

220 Hullihen Hall
Newark,DE19716 		  PC To explore whether and how Wallace's audiences use research the foundation supports. 264,107

Board of Regents of the University of Wisconsin System

702 W Johnson St Ste 1101
Madison,WI537151007 		  GOV To study the work of districts participating in Wallace's ECPI. 2,252,202

New York University

50 W Fourth St 10 Lincoln Center Pl
aza
New York,NY10012 		  PC To update The Cost of Quality Out-of-School-Time Programs and that report's online cost calculator. 77,842

New York University

50 W Fourth St 10 Lincoln Center Pl
aza
New York,NY10012 		  PC To update The Cost of Quality Out-of-School-Time Programs and that report's online cost calculator. 363,789

STEM Next Opportunity Fund

2305 Historic Decatur Rd Ste 100
San Diego,CA92106 		  PC To support fellowships to spread expertise about out-of-school-time programs and STEM education. 400,000

National Association of State Boards of Education

123 North Pitt St Ste 350
Alexandria,VA22314 		  PC To serve as a Wallace communications partner. 150,000

National Association of Elementary School Principals

1615 Duke Street
Alexandria,VA223143483 		  PC To serve as a Wallace communications partner. 100,000

Council of Chief State School Officers

One Massachusetts Ave NW Ste 800
Washington,DC200011431 		  PC To serve as a Wallace communications partner. 150,000

National Conference of State Legislatures

7700 E First Pl
Denver,CO80230 		  GOV To serve as a Wallace communications partner. 150,000

SUNY Impact Foundation Inc

116 East 55th Street
New York,NY10022 		  PC To participate in Wallace's Rural District Learning Community. 200,000

Clemmons Family Farm Inc

PO Box 546
Charlotte,VT05445 		  PC To investigate the role of nonprofits led by Black women in cross-sectoral collaborations to improve outcomes for Black artists. 206,000

National Policy Board for Educational Administration

1904 Association Dr
Reston,VA20191 		  PC To test the organization's field guide. 151,330

Pregones Puerto Rican Traveling Theater Inc

571-575 Walton Ave
Bronx,NY10451 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 25,000

Vanderbilt University

Sponsored Programs Administration
Nashville,TN372407749 		  PC To support a conference on teaching and school leadership. 20,000

Emerson College

120 Boylston Street
Boston,MA02116 		  PC To study frameworks used to archive Latin American theater in the U.S. and propose new methods to preserve its history. 165,377

Museo de Arte Contemporaneo de Puerto Rico Inc

Avenida Ponce de Len Pda 18 1220
San Juan,PR00909
RQ 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 668,487

Cave Canem Foundation Inc

20 Jay St Ste 310-A
Brooklyn,NY11201 		  PC To investigate the needs of Black literary arts service organizations and strategies that help such organizations thrive. 133,983

President and Fellows of Harvard College

Office of the President Massachuse
Cambridge,MA02138 		  PC To help fund a randomized controlled trial of social-emotional learning practices in federally funded afterschool programs in Nebraska. 300,000

Learning Policy Institute

1530 Page Mill Rd Ste 200
Palo Alto,CA943041140 		  PC To commission a think piece exploring links among chronic student absenteeism, teacher workforces, and school leaders. 150,000

Learning Policy Institute

1530 Page Mill Rd Ste 200
Palo Alto,CA943041140 		  PC To study the professional-development needs and experiences of principals. 653,372

Theater Mu Inc

755 Prior Ave N Ste 107
Saint Paul,MN55104 		  PC To participate in Wallace's Advancing Well-Being in the Arts Initiative. 25,000

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To evaluate a toolkit school districts can use to encourage men of color to enter and remain in the principal pipeline. 24,481

The Regents of the University of California at Irvine

Office of Research 141 Innovation
Irvine,CA926977600 		  PC To study the long-term effects of out-of-school arts education programs serving young people from marginalized communities. 820,462

Social Science Research Council

One Pierrepont Plaza
Brooklyn,NY11201 		  PC To match research fellows with organizations participating in Wallace's Advancing Well-Being in the Arts initiative and to support their work. 778,026

The University of Texas at Austin

Office of Sponsored Projects 110 In
ner Campus Dr Stop K5300
Austin,TX78712 		  PC To study the work of districts participating in Wallace's ECPI. 518,010

Mosaic America

19143 Harleigh Dr
Saratoga,CA95070 		  PC To survey and map artists and culture bearers of color in Santa Clara, San Francisco, and San Mateo Counties. 266,866

Northwestern University

633 Clark Street
Evanston,IL602081103 		  PC To help explore barriers to emloyment for people of color in media in the Midwest. 127,067

The University of Texas at Austin

Office of Sponsored Projects 110 In
ner Campus Dr Stop K5300
Austin,TX78712 		  PC To study work done in Wallace's Building Audiences for Sustainability initiative. 174,912

TERC Inc

2067 Massachusetts Avenue
Cambridge,MA02140 		  PC To explore ways in which youth-centered dance organizations can influence their communities. 134,000

New Visions for Public Schools

205 East 42nd St
New York,NY10017 		  PC For general operating support, in honor of a retiring Wallace employee. 3,000

National AfterSchool Association

2961A Hunter Mill Rd 626
Oakton,VA22124 		  PC To help spread lessons from a study on the costs of out-of-school-time programs. 100,000

San Diego State University Foundation

5250 Campanile Drive
San Diego,CA92182 		  PC To manage a learning community for faculty members participating in Wallace's ECPI. 250,000

The New-York Historical Society

170 Central Park West
New York,NY100245194 		  PC To help make the Wallace-Reader's Digest archives accessible online. 25,000

Arizona State University

1151 S Forest Ave PO Box 872002
Tempe,AZ85281 		  GOV To study the landscape of arts organizations serving communities of color in the Southwest. 211,130

President and Fellows of Harvard College

Office of the President Massachuse
Cambridge,MA02138 		  PC To support the Institute for Success Planning at Harvard's University Graduate School of Education. 250,000

President and Fellows of Harvard College

Office of the President Massachuse
Cambridge,MA02138 		  PC To study the effects of gentrification on youth workers and young people of color attending out-of-school time programs. 34,878

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To study how Texas school districts incorporate evidence-based strategies into summer learning programs. 200,233

Community Partners

1000 N Alameda St Ste 240
Los Angeles,CA900121804 		  PC To help develop a proposal to study how public and private spaces contribute to creativity and well-being in Los Angeles. 50,000

Centro de Economia Creativa Inc

PO Box 13041
San Juan,PR00908 		  PC To study the management practices and business models of Puerto Rican arts groups. 114,000

The Center for Cultural Power

2648 International Blvd Ste 115 1
Oakland,CA94601 		  PC To study approaches to support artists of color working to promote social justice. 200,000

Afterschool Alliance

1101 14th Street NW Ste 700
Washington,DC20005 		  PC To help spread lessons from a study on the costs of out-of-school-time programs. 100,000

The Leadership Academy Inc

10-27 46th Ave Ste 0101
Long Island City,NY11101 		  PC To support districts participating in Wallace's ECPI. 20,000

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To study the costs and revenues of high-quality afterschool and summer programs. 300,830

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To help explore options for new Wallace initiatives focused on out-of-school-time programs. 323,793

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To help explore options for new Wallace initiatives focused on out-of-school-time programs. 27,000

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To help explore options for new Wallace initiatives focused on out-of-school-time programs. 9,910

Center for Disaster Philanthropy Inc

One Thomas Circle NW Ste 700
Washington,DC20005 		  PC To support humanitarian aid efforts in the wake of Hurricane Helene. 250,000

Center for Disaster Philanthropy Inc

One Thomas Circle NW Ste 700
Washington,DC20005 		  PC To support humanitarian aid efforts in the wake of Hurricane Milton. 150,000

Collaborative for Academic Social and Emotional Learning

815 W Van Buren St Ste 210
Chicago,IL606073567 		  PC To sponsor the organization's Social and Emotional Learning Exchange. 5,000

ExpandED Schools Inc

11 West 42nd St 3rd Fl
New York,NY10036 		  PC To sponsor Every Hour Counts' 2025 national conference. 100,000

RAND Corporation

1776 Main St / PO Box 2138
Santa Monica,CA904072138 		  PC To study work done in Wallace's Partnerships for Social and Emotional Learning Initiative. 562,000

MCEL United INC

PO Box 1671
Riverview,FL33568 		  PC To support the Leaders Developing Leaders conference and a professional learning community of educators working to improve school leadership 250,000

Morehouse College Inc

830 Westview Drive SW
Atlanta,GA30314 		  PC To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. 174,000

Morehouse College Inc

830 Westview Drive SW
Atlanta,GA30314 		  PC To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. 15,000

The Regents of The University of Colorado

1800 Grant St Suite 600
Denver,CO80203 		  PC To study and coordinate the use of research among districts participating in Wallace's ECPI. 638,232

Family Health International

359 Blackwell St Ste 200
Durham,NC27701 		  PC To support Wallace's District Summer Learning Network. 850,442

Learning Policy Institute

1530 Page Mill Rd Ste 200
Palo Alto,CA943041140 		  PC To support the organization's Whole Child Policy Table. 200,000

Arts Administrators of Color Network

1001 3rd St SW
Washington,DC20024 		  PC To explore the aspirations, needs, and perspectives of arts administrators and artists of color. 108,750

Full Spectrum Features NFP

1517 W Fullerton Avenue
Chicago,IL60614 		  PC To develop a research proposal exploring how storytelling can contribute to social change. 50,000

Community Resource Exchange

228 Park Ave S PMB 78695
New York,NY100031502 		  PC To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. 112,500

University of Pittsburgh

116 Atwood St Ste 201
Pittsburgh,PA15260 		  PC To study ways in which community-based programs use the arts to support the well-being of youth. 171,466

National Center for Grow Your Own

460 Parkview Drive
Plymouth,MI48170 		  PC To support districts participating in Wallace's ECPI and their partners. 20,000

The Hudson Guild

441 West 26th Street
New York,NY10001 		  PC For general operating support, in honor of a retiring Wallace employee. 4,000

Long Island University

700 Northern Blvd
Brookville,NY115481319 		  PC For general operating support, in honor of a retiring Wallace employee. 3,000

Society for Research in Child Development Inc

1825 K St NW Ste 325
Washington,DC20006 		  PC To help the organization expand and deepen its equity efforts. 60,000

Editorial Projects in Education Inc

6395 Arlington Rd Ste100
Bethesda,MD20814 		  PC To support Education Week. 650,000

National Association of Latino Arts and Culture

1208 Buena Vista St
San Antonio,TX78207 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 3,000,000

Alternate ROOTS Inc

1270 Caroline Street Box D120-353
Atlanta,GA30307 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 3,000,000

Poquoson City Public Schools

500 City Hall Avenue Suite 219
Poquoson,VA23662 		  GOV To participate in Wallace's Rural District Learning Community. 50,000

Independent Sector

1602 L Street NW Ste 900
Washington,DC20036 		  PC To support a meeting of funders to update the organization's Principles for Good Governance and Ethical Practice. 250,000

National League of Cities Institute Inc

660 N Capitol St NW Ste 450
Washington,DC20001 		  PC To serve as a Wallace communications partner. 75,000

First Peoples Fund

PO Box 2977
Rapid City,SD577092977 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 3,000,000

Isle of Wight County Schools

820 W Main Street
Smithfield,VA23430 		  GOV To participate in Wallace's Rural District Learning Community. 50,000

Franklin City Public Schools

207 West 2nd Avenue
Franklin,VA23851 		  GOV To participate in Wallace's Rural District Learning Community. 50,000

ExpandED Schools Inc

11 West 42nd St 3rd Fl
New York,NY10036 		  PC To support Every Hour Counts' work as a Wallace communications partner. 150,000

The Union for Contemporary Art Inc

2423 N 24th St
Omaha,NE68110 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 25,000

National Summer Learning Association Inc

1701 Pennsylvania Ave NW Ste 200
Washington,MD20006 		  PC To serve as a Wallace communications partner. 150,000

National AfterSchool Association

2961A Hunter Mill Rd 626
Oakton,VA22124 		  PC To serve as a Wallace communications partner. 175,000

Education Resource Strategies Inc

480 Pleasant Street Suite C-200
Watertown,MA02472 		  PC To support districts participating in Wallace's ECPI. 200,000

The Philadelphia Dance Company

9 North Preston Street
Philadelphia,PA191042210 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 400,000

The Philadelphia Dance Company

9 North Preston Street
Philadelphia,PA191042210 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 25,000

Chiefs for Change Inc

1455 Pennsylvania Avenue NW Suite
Washington,DC20004 		  PC To support districts participating in Wallace's ECPI. 125,000

Grantmakers for Education

400 SE 103rd Dr 33348
Portland,OR97216 		  PC To sponsor the organization's annual conference. 15,000

The Aspen Institute Inc

2300 N Street NW Ste 700
Washington,DC200371122 		  PC To support districts participating in Wallace's ECPI. 800,000

Child Trends Incorporated

12300 Twinbrook Parkway Suite 235
Rockville,MD20852 		  PC To identify current approaches to documenting and measuring impacts of out-of-school-time programs. 40,000

National Arts Strategies Inc

1330 Braddock Pl Ste 230
Alexandria,VA22314 		  PC To organize and run learning community meetings for Wallace's Advancing Well-Being in the Arts initiative 542,504

Grantmakers for Education

400 SE 103rd Dr 33348
Portland,OR97216 		  PC To maintain a network in which out-of-school-time programs can share experiences, lessons and trends from their work. 35,000

Afro-American Cultural Center Inc dba Harvey B Gantt Center for African-

551 S Tryon St
Charlotte,NC28202 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 628,000

Afro-American Cultural Center Inc dba Harvey B Gantt Center for African-

551 S Tryon St
Charlotte,NC28202 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 23,000

SOA Village Housing

490 Lake Park Avenue 16242
Oakland,CA94610 		  PC To explore the role the arts play in the establishment of Black cultural institutions, networks, and spaces. 131,147

Afterschool Alliance

1101 14th Street NW Ste 700
Washington,DC20005 		  PC To support the America After 3PM survey. 350,000

Chicago Sinfonietta Inc

70 E Lake Street Ste 226
Chicago,IL60601 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 25,000

Ragamala Dance

3754 Pleasant Ave Ste 422W
Minneapolis,MN55409 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 25,000

DanceUSA

PO Box 420027
Washington,DC200420027 		  PC To serve as a Wallace communications partner. 100,000

Learning Forward

800 E Campbell Rd Ste 224
Richardson,TX75081 		  PC To serve as a Wallace communications partner. 175,000

The University Council for Educational Administration Inc

620 Farm Ln 431 Erickerson Hall
East Lansing,VA48824 		  PC To serve as a Wallace communications partner. 150,000

Children's Funding Project

1717 Pennsylvania Ave NW Ste 102
Washington,DC20006 		  PC To help the out-of-school-time sector prepare to advocate for funding from settlements from lawsuits that accuse social-media giants of harming young people. 115,000

The Leadership Academy Inc

10-27 46th Ave Ste 0101
Long Island City,NY11101 		  PC To support Wallace's ECPI. 150,000

Research for Action Inc

100 S Broad St Ste 700
Philadelphia,PA19110 		  PC To study how cities used out-of-school-time efforts to support young people and communities during the Covid-19 pandemic. 106,000

The Education Trust Inc

1501 K St NW Ste 200
Washington,DC20005 		  PC To serve as a Wallace communications partner. 175,000

American Association of Museums dba American Alliance of Museums

2451 Crystal Dr Ste 1005
Arlington,VA22202 		  PC To serve as a Wallace communications partner. 100,000

Association of Arts Administration Educators Inc

PO Box 25094
Providence,RI02905 		  PC To serve as a Wallace communications partner. 25,000

Association of Performing Arts Professionals Inc

919 Eighteenth St NW Ste 650
Washington,DC20006 		  PC To serve as a Wallace communications partner. 100,000

Chamber Music America Inc

12 W 32nd St 7th Fl
New York,NY10001 		  PC To serve as a Wallace communications partner. 100,000

American Symphony Orchestra League

520 8th Ave Ste 2005
New York,NY10018 		  PC To serve as a Wallace communications partner. 100,000

Opera America Inc

330 Seventh Ave 8th Fl
New York,NY10001 		  PC To serve as a Wallace communications partner. 100,000

Theatre Communications Group Inc

520 Eighth Ave 24th Fl
New York,NY100184156 		  PC To serve as a Wallace communications partner. 100,000

National Governors Association Center for Best Practices

Hall of the States 444 North Capit
Washington,DC200011512 		  PC To serve as a Wallace communications partner. 100,000

American Symphony Orchestra League

520 8th Ave Ste 2005
New York,NY10018 		  PC To help develop data systems that can ensure that small, medium, and rural orchestras are included in the League's analyses. 60,000

Board of Education of Jefferson County Kentucky

VanHoose Education Center 3332 New
Louisville,KY402182414 		  GOV To participate in Wallace's ECPI. 1,345,000

The Rector and Visitors of the University of Virginia

Office of the President PO Box 4002
24
Charlottesville,VA229044224 		  GOV To fund a study examining equity in school district-run out-of-school-time programs. 55,739

American Association of School Administrators Inc

1615 Duke St
Alexandria,VA22314 		  PC To support districts participating in Wallace's ECPI. 100,000

Fund for Educational Excellence Inc

800 N Charles St Ste 400
Baltimore,MD21201 		  PC To support the participation of Baltimore City Public Schools in Wallace's ECPI. 1,235,000

Fund for Educational Excellence Inc

800 N Charles St Ste 400
Baltimore,MD21201 		  PC To support the participation of Baltimore City Public Schools in Wallace's ECPI. 110,000

Fresno Unified School District

2309 Tulare St
Fresno,CA93721 		  GOV To participate in Wallace's ECPI. 1,345,000

School District No 1J Multnomah County Oregon

501 N Dixon St
Portland,OR97227 		  GOV To participate in Wallace's ECPI. 1,345,000

National Summer Learning Association Inc

1701 Pennsylvania Ave NW Ste 200
Washington,MD20006 		  PC To help the organization develop a multi-year strategic plan 150,000

DonorsChoose Org

134 West 37th St Fl 11
New York,NY10018 		  PC For general operating support. 1,620

National Association of State Boards of Education

123 North Pitt St Ste 350
Alexandria,VA22314 		  PC To support a conference for new members of state boards of education. 2,000

Columbus City Schools

270 E State St
Columbus,OH43215 		  GOV To participate in Wallace's ECPI. 1,345,000

DC Public Education Fund

3407 14th St NW
Washington,DC20010 		  PC For D.C. Public Schools to participate in Wallace's ECPI. 1,345,000

San Antonio Independent School District

514 W Quincy St
San Antonio,TX78212 		  GOV To participate in Wallace's ECPI. 1,345,000

Winston Salem Forsyth County

PO Box 2513
Winston Salem,NC27102 		  GOV To participate in Wallace's ECPI. 1,345,000

Theater Mu Inc

755 Prior Ave N Ste 107
Saint Paul,MN55104 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 222,000

Young Audiences Inc

171 Madison Ave Ste 200
New York,NY10016 		  PC For general operating support. 2,640

Boys & Girls Clubs of America

1275 Peachtree St NE
Atlanta,GA303093506 		  PC For general operating support. 1,740

Pillsbury United Communities Inc dba Pillsbury House Theatre

3501 Chicago Avenue South
Minneapolis,MN55407 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 25,000

The Aspen Institute Inc

2300 N Street NW Ste 700
Washington,DC200371122 		  PC To support districts participating in Wallace's ECPI. 325,000

Arab Community Center for Economic & Social Services

2651 Saulino Ct
Dearborn,MI48120 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 569,000

National Trust for Local News

750 W Hampden Ave Ste 225
Englewood,MA80110 		  PC For general operating support, in honor of a retiring Wallace employee. 5,000

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To study of how Texas school districts incorporate evidence-based strategies into summer learning programs. 135,994

Camden FireWorks Incorporated

1813 S Broadway
Camden,NJ08104 		  PC To design a study exploring ways to measure artistic vitality through a Black feminist lens. 26,930

The Union for Contemporary Art Inc

2423 N 24th St
Omaha,NE68110 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 455,000

The Rector and Visitors of the University of Virginia

Office of the President PO Box 4002
24
Charlottesville,VA229044224 		  GOV To explore how Black arts organizations in Virginia define and assess their organizational well-being. 113,114

BlackStar Projects

1901 S Ninth St Ste 414
Philadelphia,PA19148 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 410,000

Pillsbury United Communities Inc dba Pillsbury House Theatre

3501 Chicago Avenue South
Minneapolis,MN55407 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 891,000

Pregones Puerto Rican Traveling Theater Inc

571-575 Walton Ave
Bronx,NY10451 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 570,000

Self-Help Graphics and Art Inc

1300 E 1st St
Los Angeles,CA90033 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 294,000

The Aspen Institute Inc

2300 N Street NW Ste 700
Washington,DC200371122 		  PC To support districts participating in Wallace's ECPI. 75,000

Research for Action Inc

100 S Broad St Ste 700
Philadelphia,PA19110 		  PC To study how cities used out-of-school-time efforts to support young people and communities during the Covid-19 pandemic. 97,579

1Hood Media Academy

460 Melwood Ave Ste 207
Pittsburgh,PA15213 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 327,000

Chicago Sinfonietta Inc

70 E Lake Street Ste 226
Chicago,IL60601 		  PC To participate in Wallace's Advancing Well-Being in the Arts Initiative. 1,189,000

EastSide Arts Alliance

PO Box 17008
Oakland,CA94606 		  PC To participate in Wallace's Advancing Well-Being in the Arts Initiative. 399,000

Ragamala Dance

3754 Pleasant Ave Ste 422W
Minneapolis,MN55409 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 274,000

The Rebuild Foundation NFP

6760 S Stony Island Ave
Chicago,IL60649 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 425,000

Riverside Park Conservancy Inc

475 Riverside Drive Suite 455
New York,NY10115 		  PC General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. 1,000

HIAS Inc

1300 Spring Street Suite 500
Silver Spring,DC20902 		  PC General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. 5,000

Film Forum Inc

209 West Houston Street
New York,NY10014 		  PC General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. 3,000

West Side for Community Life Inc

263 West 86th Street
New York,NY10024 		  PC General operating support in honor of Wallace's Editor, Pam Mendels, upon her retirement. 2,000

Community Resource Exchange

228 Park Ave S PMB 78695
New York,NY100031502 		  PC To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. 49,000

Texas Education Agency

1701 N Congress Ave
Austin,TX787011494 		  GOV To support efforts to strengthen summer learning programs in Texas. 159,763

Chinese Culture Foundation of San Francisco

750 Kearny 3rd floor
San Francisco,CA94108 		  PC To design a study of the Chinese Cultural Center's programming and advocacy. 50,000

Council on Foundations Inc

1255 23rd St NW Ste 200
Washington,VA20037 		  PC For general operating support. 24,000

Emerging Practitioners in Philanthropy Inc

201 Union St Ste 110
Alexandria,VA22314 		  PC For general operating support. 17,500

Grantmakers for Effective Organizations

1310 L Street NW Ste 650
Washington,DC20005 		  PC For general operating support. 14,000

National Public Education Support Fund

1425 K Street NW Ste 700
Washington,DC20005 		  PC For general support of the Education Funder Strategy Group and Grantmakers for Thriving Youth. 56,250

Independent Sector

1602 L Street NW Ste 900
Washington,DC20036 		  PC For general operating support. 21,100

Philanthropy New York Inc

320 E 43rd St
New York,NY10017 		  PC For general operating support. 41,750

New York University

50 W Fourth St 10 Lincoln Center Pl
aza
New York,NY10012 		  PC For general support of The Research Alliance for New York City Schools. 50,000

Community Resource Exchange

228 Park Ave S PMB 78695
New York,NY100031502 		  PC To provide coaching and consulting services for Arts Initiative grantees. 1,000

The Laundromat Project Inc

1476 Fulton St
Brooklyn,NY11216 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 382,000

Education Commission of the States

700 Broadway Ste 810
Denver,CO802033460 		  PC For general support of the Arts Education Partnership. 31,250

Center for Effective Philanthropy Inc

675 Massachusetts Ave 11th Fl
Cambridge,MA02139 		  PC For general operating support. 67,500

Hispanics in Philanthropy

548 Market St 60300
San Francisco,CA94104 		  PC For general operating support for Hispanics in Philanthropy and CHANGE Philanthropy. 57,250

Funders for Lesbian and Gay Issues Inc

45 W 36th St 8th Fl
New York,NY10018 		  PC For general operating support. 15,000

Grantmakers for Education

400 SE 103rd Dr 33348
Portland,OR97216 		  PC For general operating support. 24,400

Grantmakers in the Arts

522 Courtlandt Ave 1st Fl
Bronx,WA104515008 		  PC For general operating support. 20,000

National Guild for Community Arts Education Inc

520 8th Ave Ste 302
New York,NY100186507 		  PC For general operating support. 25,000

William Marsh Rice University

6100 Main St MS-208
Houston,TX77005 		  PC To support the National Network of Education Research-Practice Partnerships. 37,500

Native Americans in Philanthropy

1200 G Street NW Ste 800
Washington,CA20005 		  PC For general operating support. 15,000

PEAK Grantmaking Inc

1701 Pennsylvania Ave NW Suite 200
Washington,DC20006 		  PC For general operating support. 7,750

Technology Association of Grantmakers Inc

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

Communication Network

1717 N Naper Blvd Ste 200-20
Naperville,IL60563 		  PC For general operating support. 11,188

Women's Funding Network

548 Market St PMB 81689
San Francisco,CA94104 		  PC For general operating support. 10,000

Society for Research on Educational Effectiveness

6003 Executive Blvd
Washington,MD20852 		  PC For general operating support. 22,500

Asian American-Pacific Islanders in Philanthropy Inc

300 Frank H Ogawa Plz Ste 256
Oakland,CA94612 		  PC For general operating support. 20,000

Association of Black Foundation Executives Inc

42 Broadway Ste 2000
New York,NY10004 		  PC For general operating support. 25,000

Candid

32 Old Slip 24th Fl
New York,NY100053500 		  PC For general operating support. 42,500

Center for Evaluation Innovation Inc

1660 L Street NW Ste 450
Washington,DC20036 		  PC For general support of the Evaluation Roundtable. 10,000

Grantmakers in the Arts

522 Courtlandt Ave 1st Fl
Bronx,WA104515008 		  PC To sponsor the organization's annual conference. 75,000

National Guild for Community Arts Education Inc

520 8th Ave Ste 302
New York,NY100186507 		  PC To sponsor the organization's annual conference. 50,000

American Institutes for Research in the Behavioral Sciences

1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To support a national study of the youth development workforce. 133,269

Voices of Pacific Island Nations

PO Box 878
Kingston,WA98346 		  PC To participate in Wallace's Advancing Opportunities for Adolescents initiative. 75,000

National Governors Association Center for Best Practices

Hall of the States 444 North Capit
Washington,DC200011512 		  PC To convene and manage a professional learning community of representatives from state education agencies. 50,000

American Association of School Administrators Inc

1615 Duke St
Alexandria,VA22314 		  PC To develop networks of principal supervisors from districts participating in Wallace's ECPI. 125,000

Association for Supervision and Curriculum Development

1703 North Beauregard Street
Alexandria,VA22311 		  PC To serve as a Wallace communications partner. 62,500

Association for Supervision and Curriculum Development

1703 North Beauregard Street
Alexandria,VA22311 		  PC To serve as a Wallace communications partner. 62,500

Child Trends Incorporated

12300 Twinbrook Parkway Suite 235
Rockville,MD20852 		  PC To identify current approaches to documenting and measuring impacts of out-of-school-time programs. 2,235

American Cancer Society

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

American Cancer Society

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

American Cancer Society

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

American Cancer Society

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

A Better Jamica Inc

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

Christian Herald Association Inc

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

Brooklyn Arts Exchange Inc

421 Fifth Avenue 3rd Floor
Brooklyn,NY112153326 		  PC Employee Matching Gift-General support 311

Brooklyn Community Bail Fund

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

Brooklyn Defender Services

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

Brooklyn Museum

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

Brooklyn Museum

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

Brooklyn Public Library

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

Brooklyn Public Library

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

Civic News Company

450 7th Ave 32nd Fl
New York,NY10123 		  PC Employee Matching Gift-General support 200

The Churchill School and Center

301 East 29th Street
New York,NY10016 		  PC Employee Matching Gift-General support 200

Citymeals-On-Wheels

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

Citymeals-On-Wheels

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

Compassion International Incorporated

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

Covenant House

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

Dyslexia Alliance for Black Children

131 Elm Street B
New Rochelle,NY10805 		  PC Employee Matching Gift-General support 200

Equal Justice Initiative

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

Friends of Indus Hospital Inc

155 Cedar Lane
Teaneck,NJ07666 		  PC Employee Matching Gift-General support 420

Growth Through Learning Inc

PO Box 390975
Cambridge,MA02139 		  PC Employee Matching Gift-General support 100

Hampshire College Trustees

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

The Legal Aid Society

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

The Leukemia & Lymphoma Society Inc

3 International Drive Suite 200
Rye Brook,NY10573 		  PC Employee Matching Gift-General support 200

Lund Family Center Inc

50 Joy Drive
South Burlington,VT05403 		  PC Employee Matching Gift-General support 100

Memorial Sloan-Kettering Cancer Center

1275 York Avenue
New York,NY10065 		  PC Employee Matching Gift-General support 100

New Visions for Public SchoolsMG

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

New York Public Radio

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

OASIS Therapeutic Life Centers Inc

1 Morgan Road
Middletown,NJ07748 		  PC Employee Matching Gift-General support 40

Out of the Ashes 5k Inc

6601 Old Post Rd
Charlotte,NC28212 		  PC Employee Matching Gift-General support 100

National Ovarian Cancer Coalition

12221 Merit Drive Suite1950
Dallas,TX75251 		  PC Employee Matching Gift-General support 208

Planned Parenthood of New York City Inc

26 Bleecker Street
New York,NY10012 		  PC Employee Matching Gift-General support 100

Rustin Fund for Global Equality

176 Bainbridge Street
Brooklyn,NY11233 		  PC Employee Matching Gift-General support 200

Safe Horizon Inc

2 Lafayette Street 3rd Floor
New York,NY100071327 		  PC Employee Matching Gift-General support 200

Saint Ann's School

129 Pierrepont Street
Brooklyn,NY11201 		  PC Employee Matching Gift-General support 300

Sandy Hook Promise Foundation

PO Box 3489
Newtown,CT06470 		  PC Employee Matching Gift-General support 52

The Trustees of the Smith College

Gift Accounting 23 Elm Street
Northampton,MA01063 		  PC Employee Matching Gift-General support 100

St John's Bread and Life Program Inc

795 Lexington Ave
Brooklyn,NY11221 		  PC Employee Matching Gift-General support 206

TASSC International

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

Understood for All Inc

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

University Community Social Services Inc

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

Weils Arts Exchange LTD

155 Wythe Avenue
Brooklyn,NY11249 		  PC Employee Matching Gift-General support 500

World Vision Inc

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

Garden of Eden Foundation

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

Crown Heights Running Club

302 Eastern Parkway
Brooklyn,NY11225 		  PC Employee Matching Gift-General support 3,000

Launch Expeditionary Learning Charter School

1580 Dean Street 3rd Floor
Brooklyn,NY11213 		  PC Employee Matching Gift-General support 1,000

Long Island Broncos Inc

PO Box 1726
Seaford,NY117830456 		  PC Employee Matching Gift-General support 7,000

NY Writers Coalition Inc

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

Syracuse University

640 Skytop Road Suite 240
Syracuse,NY13244 		  PC Employee Matching Gift-General support 200

Prospect Park Alliance

95 Prospect Park West
Brooklyn,NY11215 		  PC Employee Matching Gift-General support 10,000

American Foundation for Suicide Prevention

199 Water Street FL 11
New York,NY10038 		  PC Employee Matching Gift-General support 100

Launch Expeditionary Learning Charter School

1580 Dean Street 3rd Floor
Brooklyn,NY11213 		  PC Employee Matching Gift-General support 1,000

Copper Canyon Press

PO Box 271
Port Townsend,WA98368 		  PC Employee Matching Gift-General support 34

Long Island University - CW PostMG

Attn Sean Collins 700 Northern Blvd
Brookville,NY11548 		  PC Employee Matching Gift-General support 5,000

Fordham University-WFUV

CONTROLLERS OFFICE 441 E Fordham Ro
ad
Bronx,NY10458 		  PC Employee Matching Gift-General support 800

Team Jamaica Bickle Inc

242-14 Merrick Blvd
Rosedale,NY11422 		  PC Employee Matching Gift-General support 1,000

New Visions for Public SchoolsMG

205 East 42nd Street 4th Floor
New York,NY10017 		  PC Employee Matching Gift-General support 200

The Passage Theatre Company

205 E Front St
Trenton,NJ08611 		  PC Employee Matching Gift-General support 500

Wellesley College

106 Central Street
Wellesley,MA024818203 		  PC Employee Matching Gift-General support 2,000

Urban Homesteading Asistance

120 Wall Street 20 Floor
New York,NY10005 		  PC Employee Matching Gift-General support 3,502

American Cancer Society

Attn Matching GIFT 250 Williams Str
eet
Atlanta,GA30303 		  PC Employee Matching Gift-General support 106

American Cancer Society

Attn Matching GIFT 250 Williams Str
eet
Atlanta,GA30303 		  PC Employee Matching Gift-General support 211

Georgetown University

37th and O Streets NW
Washington,DC20057 		  PC Employee Matching Gift-General support 5,000

Institute of Music for Children

780 Salem Avenue
Elizabeth,NJ07208 		  PC Employee Matching Gift-General support 260

MANA Nutritive Aid Products Incorporated

130 Liberty Lane
Matthews,NC28105 		  PC Employee Matching Gift-General support 10,000

New Visions for Public SchoolsMG

205 East 42nd Street 4th Floor
New York,NY10017 		  PC Employee Matching Gift-General support 3,000

Rhinebeck Writers Retreat Inc

7 Hummingbird Way
Staatsburg,NY12580 		  PC Employee Matching Gift-General support 261

Hudson GuildMG

441 W 26th Street
New York,NY10001 		  PC Employee Matching Gift-General support 3,000

The Power of Two

121 Avenue of Americas 6th Floor C/
O Power of Two
New York,NY10013 		  PC Employee Matching Gift-General support 420

Braata Productions

118-05 200th Street
Queens,NY11412 		  PC Employee Matching Gift-General support 50

Garden of Eden Foundation

82 Nassau Street 125
New York,NY10038 		  PC Employee Matching Gift-General support 1,000

Arts Guild New Jersey

400 High Street Suite B
Burlington,NJ08016 		  PC Employee Matching Gift-General support 54

Poughkeepsie Day School Inc

260 Boardman Road
Poughkeepsie,NY12603 		  PC Employee Matching Gift-General support 1,000

Arab American Family Support Center Inc

150 Court Street 3rd Floor
Brooklyn,NY11201 		  PC Employee Matching Gift-General support 500

Brooklyn Arts Exchange Inc

421 Fifth Avenue 3rd Floor
Brooklyn,NY112153326 		  PC Employee Matching Gift-General support 311

Understood for All Inc

145 Hudson Street Suite 5B
New York,NY10013 		  PC Employee Matching Gift-General support 208

Court Appointed Special Advocate Montgomery County

1010 Grandi Avenue B-3
Rockville,MD20851 		  PC Employee Matching Gift-General support 2,400

New Jersey Arts Education Partnership

432 High Street
Burlington,NJ08016 		  PC Employee Matching Gift-General support 2,067

ELECTRIC LIT INC

15 Adams Street
Kingston,NY12401 		  PC Employee Matching Gift-General support 100

NY Writers Coalition Inc

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

Incarnation Center Inc

PO BOX 577
Ivoryton,CT06442 		  PC Employee Matching Gift-General support 200

Rustin Fund for Global Equality

176 Bainbridge Street
Brooklyn,NY11233 		  PC Employee Matching Gift-General support 500

Dyslexia Alliance for Black Children

131 Elm Street B
New Rochelle,NY10805 		  PC Employee Matching Gift-General support 324

The Bronx Defenders

360 East 161st Street
Bronx,NY10451 		  PC Employee Matching Gift-General support 420

Hampshire College Trustees

Attn Carollee Bengelsdorf Scholars
893 West Street
Amherst,MA010023359 		  PC Employee Matching Gift-General support 600

Convent of the Sacred Heart School New York

1 East 91st Street
New York,NY10128 		  PC Employee Matching Gift-General support 1,000

Eduseed

1001 Pennsylvania Avenue NW Suite
Washington,DC20004 		  PC Employee Matching Gift-General support 2,100

Brooklyn Public Library

10 Grand Army Plaza
Brooklyn,NY112385619 		  PC Employee Matching Gift-General support 259

New York Harbor School Parent Teacher Association

10 South Street
New York,ND100041921 		  PC Employee Matching Gift-General support 110

Memorial Sloan-Kettering Cancer Center

1275 York Avenue
New York,NY10065 		  PC Employee Matching Gift-General support 450

Crown Heights Running Club

302 Eastern Parkway
Brooklyn,NY11225 		  PC Employee Matching Gift-General support 7,000

New York Harbor School Parent Teacher Association

10 South Street
New York,ND100041921 		  PC Employee Matching Gift-General support 400

American Cancer Society

Attn Matching GIFT 250 Williams Str
eet
Atlanta,GA30303 		  PC Employee Matching Gift-General support 200

American Cancer Society

Attn Matching GIFT 250 Williams Str
eet
Atlanta,GA30303 		  PC Employee Matching Gift-General support 211

American Cancer Society

Attn Matching GIFT 250 Williams Str
eet
Atlanta,GA30303 		  PC Employee Matching Gift-General support 106

University Community Social Services Inc

137 East 2nd Street PO Box 20930
New York,NY10009 		  PC Employee Matching Gift-General support 500

Lund Family Center Inc

50 Joy Drive
South Burlington,VT05403 		  PC Employee Matching Gift-General support 200

The Red Hook Daily Catch Inc

10 West Bard Ave
Red Hook,NY12571 		  PC Employee Matching Gift-General support 206

The Irish Repertory Theatre Company Inc

132 West 22nd Street
New York,NY10011 		  PC Employee Matching Gift-General support 200

American Cancer Society

Attn Matching GIFT 250 Williams Str
eet
Atlanta,GA30303 		  PC Employee Matching Gift-General support 50

TASSC International

4121 Harewood Road NE Suite B
Washington,DC200171597 		  PC Employee Matching Gift-General support 300

American Friends Service Committee

Attn Changemaker 1501 Cherry Street
Philadelphia,PA19102 		  PC Employee Matching Gift-General support 300

Fund for the City of New York Inc

121 Avenue of the Americas 6th Flo
New York,NY10013 		  PC Employee Matching Gift-General support 429
Total .................................right arrow 3a 54,577,768
bApproved for future payment

ExpandED Schools Inc
11 West 42nd St 3rd Fl
New York,NY10036 		  PC To help strengthen the work of Every Hour Counts. 1,000,000

TERC Inc
2067 Massachusetts Avenue
Cambridge,MA02140 		  PC To explore ways in which youth-centered dance organizations can influence their communities. 366,000

Morehouse College Inc
830 Westview Drive SW
Atlanta,GA30314 		  PC To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. 326,000

Morehouse College Inc
830 Westview Drive SW
Atlanta,GA30314 		  PC To study challenges facing ring shout traditions and their leading practitioners as part of Wallace's Advancing Well-Being in the Arts initiative. 50,000

Mississippi Center for Cultural Production
319 White Oak Street
Utica,MS39175 		  PC To explore ways in which arts can support wellness in African-American communities in Utica, Miss. 255,425

Learning Policy Institute
1530 Page Mill Rd Ste 200
Palo Alto,CA943041140 		  PC To study the professional-development needs and experiences of principals. 446,628

Society for Research in Child Development Inc
1825 K St NW Ste 325
Washington,DC20006 		  PC To help the organization expand and deepen its equity efforts. 50,000

Centro de Economia Creativa Inc
PO Box 13041
San Juan,PR00908 		  PC To study the management practices and business models of Puerto Rican arts groups. 110,000

Clemmons Family Farm Inc
PO Box 546
Charlotte,VT05445 		  PC To investigate the role of nonprofits led by Black women in cross-sectoral collaborations to improve outcomes for Black artists. 214,970

The Center for Cultural Power
2648 International Blvd Ste 115 1
Oakland,CA94601 		  PC To study approaches to support artists of color working to promote social justice. 208,000

Texas Education Agency
1701 N Congress Ave
Austin,TX787011494 		  PC To support efforts to strengthen summer learning programs in Texas. 155,680

RAND Corporation
1776 Main St / PO Box 2138
Santa Monica,CA904072138 		  PC To conduct an evaluation of Wallace's Partnerships for Social and Emotional Learning Initiative. 388,000

SOA Village Housing
490 Lake Park Avenue 16242
Oakland,CA94610 		  PC To explore the role the arts play in the establishment of Black cultural institutions, networks, and spaces. 262,295

National Coalition for Asian Pacific American Community Development
1825 San Pablo Avenue Suite 2
Oakland,CA94612 		  PC To explore ways in which arts initiatives could help build organizations' ability to support Asian American and Pacific Islander communities. 252,055

National Association of Latino Arts and Culture
1208 Buena Vista St
San Antonio,TX78207 		  PC To expand the organization's State of Latino Arts and Culture Organizations, a national assessment of the field. 275,080

The Philadelphia Dance Company
9 North Preston Street
Philadelphia,PA191042210 		  PC To participate in Wallace's Advancing Well-Being in the Arts initiative. 100,000

Emerson College
120 Boylston Street
Boston,MA02116 		  PC To study frameworks used to archive Latin American theater in the U.S. and propose new methods to preserve its history. 83,825

National Arts Strategies Inc
1330 Braddock Pl Ste 230
Alexandria,VA22314 		  PC To design and facilitate Arts Initiative Peer Learning Community 13,189

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To evaluate a toolkit school districts can use to encourage men of color to enter and remain in the principal pipeline. 37,034

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To help explore options for new Wallace initiatives focused on out-of-school-time programs. 27,687

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To study how Texas school districts incorporate evidence-based strategies into summer learning programs. 83,880

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To help explore options for new Wallace initiatives focused on out-of-school-time programs. 33,109

American Institutes for Research in the Behavioral Sciences
1000 Thomas Jefferson St NW
Washington,DC200073835 		  PC To study the costs and revenues of high-quality afterschool and summer programs. 191,701

Arts Administrators of Color Network
1001 3rd St SW
Washington,DC20024 		  PC To explore the aspirations, needs, and perspectives of arts administrators and artists of color. 116,073

National Arts Strategies Inc
1330 Braddock Pl Ste 230
Alexandria,VA22314 		  PC To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. 8,258

South Asian American Digital Archive NFP
1650 Arch St Ste 2130
Philadelphia,PA191032029 		  PC To help document the resources arts organizations of color need to preserve, and share their histories. 32,612

Arizona State University
1151 S Forest Ave PO Box 872002
Tempe,AZ85281 		  GOV To study the landscape of arts organizations serving communities of color in the Southwest. 14,770

Cahn Fellows Programs Corporation
PO Box 231077
New York,NY10023 		  GOV To support an evaluation of the Cahn Distinguished Principals Fellowship program. 29,130

Community Resource Exchange
228 Park Ave S PMB 78695
New York,NY100031502 		  PC To support organizations participating in Wallace's Advancing Well-Being in the Arts initiative. 56,250

President and Fellows of Harvard College
Office of the President Massachuse
Cambridge,MA02138 		  PC To study the effects of gentrification on youth workers and young people of color attending out-of-school time programs. 20,965

Mosaic America
19143 Harleigh Dr
Saratoga,CA95070 		  PC To survey and map artists and culture bearers of color in Santa Clara, San Francisco, and San Mateo Counties. 33,974

North Carolina State University
203 Peele Hall Campus Box 7103
Raleigh,NC27695 		  GOV To develop a tool to help equitably recruit and prepare teachers to enter principal pipelines. 7,265

New York University
50 W Fourth St 10 Lincoln Center Pl
aza
New York,NY10012 		  PC To update The Cost of Quality Out-of-School-Time Programs and that report's online cost calculator. 76,757

Northwestern University
633 Clark Street
Evanston,IL602081103 		  PC To help explore barriers to emloyment for people of color in media in the Midwest. 12,328

Research for Action Inc
100 S Broad St Ste 700
Philadelphia,PA19110 		  PC To help spread findings from the organization's research into Wallace's Youth Arts Initiative. 4,087

Social Science Research Council
One Pierrepont Plaza
Brooklyn,NY11201 		  PC To match research fellows with organizations participating in Wallace's Advancing Well-Being in the Arts initiative and to support their work. 29,047

Thomas B Fordham Institute
1015 18th Street NW Ste 902
Washington,DC20036 		  PC To support the institute's study on school board leadership and partisanship. 19,321

University of Delaware
220 Hullihen Hall
Newark,DE19716 		  PC To explore whether and how Wallace's audiences use research the foundation supports. 11,992

Board of Regents of the University of Wisconsin System
702 W Johnson St Ste 1101
Madison,WI537151007 		  GOV To study the work of districts participating in Wallace's ECPI. 67,288

University of North Carolina at Chapel Hill
CB6100 600 National Bank Plaza Univ
ersity Development Office
Chapel Hill,GA275996100 		  PC To study working conditions of principals of color. 26,830

University of Pittsburgh
116 Atwood St Ste 201
Pittsburgh,PA15260 		  PC To study ways in which community-based programs use the arts to support the well-being of youth. 59,394

The University of Texas at Austin
Office of Sponsored Projects 110 In
ner Campus Dr Stop K5300
Austin,TX78712 		  GOV To study work done in Wallace's Building Audiences for Sustainability initiative. 355,373

The University of Texas at Austin
Office of Sponsored Projects 110 In
ner Campus Dr Stop K5300
Austin,TX78712 		  GOV To study the work of districts participating in Wallace's ECPI. 91,450

Vanderbilt University
Sponsored Programs Administration
Nashville,TN372407749 		  PC To study the work of districts participating in Wallace's Principal Pipeline Learning Community. 40,650

Vanderbilt University
Sponsored Programs Administration
Nashville,TN372407749 		  PC To support a study of how principals learn on the job. 4,643

147TH Road Block & Community Association
243-11 147th Ave
Rosedale,NY11422 		  PC Employee Matching Gift-General support 1,000

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

American Cancer Society
250 Williams Street
Atlanta,GA30303 		  PC Employee Matching Gift-General support 53

American Friends Service Committee
1501 Cherry Street
Philadelphia,PA19102 		  PC Employee Matching Gift-General support 50

Brooklyn Public Library
10 Grand Army Plaza
Brooklyn,NY112385619 		  PC Employee Matching Gift-General support 52

Catholic Charities Community Services of the Archdiocese of New York
1011 First Avenue
New York,NY10022 		  PC Employee Matching Gift-General support 50

Community Help in Park Slope Inc
200 Fourth Avenue
Brooklyn,NY11217 		  PC Employee Matching Gift-General support 200

Citymeals-On-Wheels
355 Lexington Avenue 3rd Floor
New York,NY10017 		  PC Employee Matching Gift-General support 51

EASTER SEALS INC
141 West Jackson Boulevard Suite 1
Chicago,IL606043188 		  PC Employee Matching Gift-General support 51

Fund Texas Choice
5900 Balcones Dr Ste 8257
Austin,TX78731 		  PC Employee Matching Gift-General support 311

Garden of Eden Foundation
82 Nassau Street 125
New York,NY10038 		  PC Employee Matching Gift-General support 1,000

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

Habitat for Humanity International Inc
322 West Lamar Street
Americus,GA31709 		  PC Employee Matching Gift-General support 52

Crown Heights Running Club
302 Eastern Parkway
Brooklyn,NY11225 		  PC Employee Matching Gift-General support 8,000

Long Island Broncos Inc
PO Box 1726
Seaford,NY117830456 		  PC Employee Matching Gift-General support 9,000

Moms Helping Moms Foundation Inc
223 Stirling Rd Ste E
Warren,NJ07059 		  PC Employee Matching Gift-General support 300

Round 2 Resources
723 Washington St
Hoboken,NJ07030 		  PC Employee Matching Gift-General support 53

Town of Clinton Historical Society
2433 Salt Point Turnpke
Clinton Corners,NY12514 		  PC Employee Matching Gift-General support 700

World Vision Inc
World Vision Matching Program Mail
Stop 120
Federal Way,WA980639716 		  PC Employee Matching Gift-General support 840
Total ................................. right arrow 3b 6,071,089
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,383,973  
4 Dividends and interest from securities ....     14 6,326,278  
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 ..... 901101 5,672,989      
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 2,262,255 18 113,088,530  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aInvestment Loss 		    14 -5,655,905  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 7,935,244 116,142,876 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
124,078,120
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 188,917 93,419   3,938

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

TY 2024 DepreciationSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LEASEHOLD IMPROVEMENTS   7,952,858 2,085,684     514,007      
FURNITURE   1,000,993 272,494     66,733      
COMPUTER EQUIPMENT   23,259 19,494     2,988      
OFFICE EQUIPMENT   57,084 41,409     10,579      

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Publicly Traded Securities   P     455,198,275 437,588,489     17,609,786  
Common Trusts and Limited Partnerships         238,740,325 140,951,350     97,788,975  
Net Capital losses on Foreign exchange contracts           47,975     -47,975  

TY 2024 InvestmentsCorpBondsSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate Bonds    
Vanguard Index Funds S&P 500 ETF 85,148,144 85,148,144
AIA GROUP LTD 409,864 409,864
APTIV SWISS HOLDINGS COMPANY 301,991 301,991
AERCAP IRELAND CAP/GLOBA COMPANY 185,192 185,192
AIR LEASE CORP 197,612 197,612
ALEXANDRIA REAL ESTATE COMPANY 318,844 318,844
AMAZON.COM INC SR 195,637 195,637
APIDOS CLO LTD 251,661 251,661
APPLOVIN CORP SR 401,019 401,019
ASHTEAD CAPITAL INC COMPANY 230,175 230,175
ATHENE GLOBAL FUNDING 424,784 424,784
AVIATION CAPITAL GROUP 209,232 209,232
BX TRUST BX 381,600 381,600
BX TRUST BX 409,657 409,657
BANK OF AMERICA CORP 379,696 379,696
BANK OF AMERICA CORP 350,735 350,735
BANK BANK 2017 458,043 458,043
BARCLAYS PLC SR 389,192 389,192
BENCHMARK MORTGAGE TRUST 389,505 389,505
BERKSHIRE HATHAWAY ENERG 288,701 288,701
BLACKSTONE HOLDINGS FINA COMPANY 208,269 208,269
BLACKSTONE REG FINANCE COMPANY 460,163 460,163
BNP PARIBAS 388,732 388,732
BROADCOM INC SR 384,820 384,820
BROOKFIELD FINANCE INC COMPANY 214,027 214,027
CVS PASS THROUGH TRUST 156,741 156,741
CANADIAN PACIFIC RAILWAY COMPANY 146,592 146,592
CAPITAL ONE FINANCIAL CO 299,034 299,034
CAPITAL ONE FINANCIAL CO 172,728 172,728
CAPITAL ONE MULTI ASSET 500,053 500,053
CHARTER COMM OPT LLC/CAP 349,349 349,349
CITIGROUP INC SR 240,607 240,607
CITIGROUP INC SR 240,292 240,292
CITIGROUP COMMERCIAL MORTGAGE 743,736 743,736
CITIGROUP INC SR 158,387 158,387
COLUMBIA PIPELINES OPCO 240,037 240,037
COMCAST CORP COMPANY 238,995 238,995
CONSTELLATION SOFTWARE SR 154,354 154,354
DB MASTER FINANCE LLC 352,772 352,772
DTE ENERGY CO 199,300 199,300
DOMINION ENERGY INC 229,955 229,955
DUKE ENERGY FLORIDA LLC 242,108 242,108
ENERGY TRANSFER LP 202,742 202,742
ENTERPRISE PRODUCTS OPER COMPANY 620,155 620,155
EVERSOURCE ENERGY SR 455,863 455,863
EXELON CORP SR 208,205 208,205
FED HM LN POOL 557,011 557,011
FED HM LN POOL 352,076 352,076
FED HM LN POOL 89,970 89,970
FED HM LN POOL 238,901 238,901
FED HM LN POOL 341,836 341,836
FED HM LN POOL 261,378 261,378
FED HM LN POOL 300,965 300,965
FED HM LN POOL 323,228 323,228
FED HM LN POOL 368,551 368,551
FED HM LN POOL 263,911 263,911
FED HM LN POOL 1,039,874 1,039,874
FED HM LN POOL 752,017 752,017
FED HM LN POOL 221,631 221,631
FED HM LN POOL 1,057,290 1,057,290
FED HM LN POOL 1,043,398 1,043,398
FED HM LN POOL 1,042,430 1,042,430
FED HM LN POOL 560,843 560,843
FED HM LN POOL 703,120 703,120
FED HM LN POOL 373,181 373,181
FANNIE MAE FNR 277,830 277,830
FNMA POOL 151,520 151,520
FNMA POOL 282,029 282,029
FNMA POOL 295,375 295,375
FNMA POOL 344,356 344,356
FNMA POOL 100,722 100,722
FNMA POOL 696,536 696,536
FNMA POOL 354,286 354,286
FNMA POOL 356,292 356,292
FNMA POOL 553,372 553,372
FNMA POOL 186,313 186,313
FNMA POOL 291,474 291,474
FNMA POOL 813,052 813,052
FNMA POOL 196,814 196,814
FNMA POOL 384,376 384,376
FNMA POOL 430,719 430,719
FNMA POOL 352,587 352,587
FNMA POOL 556,261 556,261
FNMA POOL 702,818 702,818
FNMA POOL 118,773 118,773
FNMA POOL 358,685 358,685
FNMA POOL 517,014 517,014
FNMA POOL 552,346 552,346
FERGUSON FINANCE PLC COMPANY 363,464 363,464
FIRSTKEY HOMES 2020 TRUST 179,737 179,737
FIRSTKEY HOMES TRUST 213,373 213,373
FLATIRON CLO LTD 250,000 250,000
FLORIDA POWER 379,737 379,737
FORD MOTOR CREDIT CO LLC 179,112 179,112
FORD MOTOR CREDIT CO LLC 362,659 362,659
FOUNDRY JV HOLDCO LLC 307,721 307,721
GA GLOBAL FUNDING TRUST 171,679 171,679
GA GLOBAL FUNDING TRUST 146,270 146,270
GATX CORP SR 320,856 320,856
GNMA II POOL 302,996 302,996
GNMA II POOL 629,958 629,958
GENERAL MOTORS GFORT 505,637 505,637
GENERAL MOTORS FINL CO 386,280 386,280
GEN LUX SARL/GEN 159,507 159,507
GOLDMAN SACHS GROUP 375,112 375,112
GOVERNMENT NATIONAL MORTGAGE 339,966 339,966
HYUNDAI CAPITAL AMERICA 76,209 76,209
JPMBB COMMERCIAL MORTGAGE 37,418 37,418
JPMORGAN CHASE + CO 583,860 583,860
JPMORGAN CHASE + CO 188,794 188,794
JP MORGAN MORTGAGE TRUST 174,611 174,611
KKR GRP FIN CO 378,276 378,276
KUBOTA CREDIT OWNER TRUST 565,835 565,835
L3HARRIS TECH INC 155,606 155,606
LLOYDS BANKING GROUP 218,825 218,825
LOWE S COS 288,297 288,297
MMAF EQUIPMENT FINANCE LLC 386,241 386,241
MACQUARIE GROUP LTD 396,928 396,928
MASS MUTUAL LIFE 133,514 133,514
MERCEDES BENZ FIN COMPANY 355,907 355,907
MET TOWER GLOBAL 220,821 220,821
MET LIFE GLOB 234,378 234,378
MET LIFE GLOB 355,642 355,642
MITSUBISHI UFJ FIN 200,732 200,732
MORGAN STANLEY BANK 250,360 250,360
MORGAN STANLEY BAML TRUST 1,318,011 1,318,011
MORGAN STANLEY SR 557,298 557,298
MORGAN STANLEY CAPITAL TRUST 198,589 198,589
NXP BV/NXP FDG/NXP COMPANY 384,580 384,580
NEXTGEAR FLOORPLAN MASTER 245,725 245,725
NEXTGEAR FLOORPLAN MASTER 380,074 380,074
NORTHERN STATES PWR 270,535 270,535
NORTHROP GRUMMAN CORP 140,463 140,463
ORACLE CORP SR 148,142 148,142
PFS FINANCING CORP. 304,252 304,252
PNC FINANCIAL SERVICES 554,329 554,329
PALMER SQUARE CLO 338,623 338,623
PALMER SQUARE LOAN 44,677 44,677
PENSKE TRUCK LEASING/PTL 355,229 355,229
PG+E RECOVERY FND LLC 331,939 331,939
PROGRESS RESIDENTIAL TRUST 311,308 311,308
PROGRESS RESIDENTIAL TRUST 405,181 405,181
PROGRESS RESIDENTIAL TRUST 89,358 89,358
ROGERS COMMUNICATIONS IN COMPANY 309,146 309,146
RYDER SYSTEM INC 353,630 353,630
SEQUOIA MORTGAGE TRUST 173,924 173,924
SEQUOIA MORTGAGE TRUST 198,822 198,822
SIMON PROPERTY GROUP 223,689 223,689
SMALL BUSINESS ADMINISTRATION 273,925 273,925
SMALL BUSINESS ADMINISTRATION 580,898 580,898
SMALL BUSINESS ADMINISTRATION 374,749 374,749
SMALL BUSINESS ADMINISTRATION 581,699 581,699
SMALL BUSINESS ADMINISTRATION 196,301 196,301
SMALL BUSINESS ADMINISTRATION 387,592 387,592
SMALL BUSINESS ADMINISTRATION 203,453 203,453
SMALL BUSINESS ADMINISTRATION 385,868 385,868
SUBWAY FUNDING LLC 163,973 163,973
T MOBILE USA COMPANY 381,884 381,884
TACO BELL FUNDING, LLC 275,257 275,257
TRICON AMERICAN HOMES 409,279 409,279
TRUIST FINANCIAL CORP 470,573 470,573
VERIZON COMMUNICATIONS SR 290,255 290,255
VERISK ANALYTICS INC 98,402 98,402
VERIZON MASTER TRUST 231,896 231,896
VERIZON MASTER TRUST 378,512 378,512
VIRGINIA POWER FUEL 250,824 250,824
VOLKSWAGEN GROUP AMERICA COMPANY 487,120 487,120
WELLS FARGO COMMERCIAL 247,596 247,596
WENDYS FUNDING LLC 130,377 130,377
WHEELS FLEET LEASE LLC 321,649 321,649

TY 2024 InvestmentsCorpStockSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate Stock    
Abb Ltd 2,752,685 2,752,685
Alibab Group Holding Ltd 1,479,179 1,479,179
Alimentation Couche-Tard Inc 1,107,444 1,107,444
Anhui Conch Cement Co, Ltd 233,272 233,272
Arch Capital Group Ltd 2,929,157 2,929,157
Associated British Foods PLC 987,998 987,998
Barry Callebaut AG REG 928,658 928,658
Berkeley Group Holdings 532,151 532,151
Brenntag SE 1,283,862 1,283,862
CapeGemini 653,583 653,583
CIE Financiere Richemont 1,301,472 1,301,472
CNH Industrial N.V. 529,644 529,644
Compass Group PLC 1,705,651 1,705,651
Danone SA 2,831,864 2,831,864
Diageo PLC 582,394 582,394
DSM Firmenich 467,797 467,797
Freseni Medical Care 530,990 530,990
Garmin, Ltd 1,680,194 1,680,194
Groupe Bruxelles Lambert SA 596,676 596,676
GRUMA,S.A.B. 222,802 222,802
Holcim, Ltd 1,489,819 1,489,819
HSBC Bank PLC 1,095,369 1,095,369
Koninklijke Philips N.V. 2,306,905 2,306,905
Lloyds Banking Group PLC 1,283,329 1,283,329
Nintendo Co., Ltd 235,785 235,785
Nokia Corp 683,288 683,288
Nokia OYJ 400,788 400,788
Novartis 2,269,643 2,269,643
Pearson 929,372 929,372
Pluxee 483,193 483,193
RELX PLC 1,777,170 1,777,170
Ryanair Holdings PLC 139,397 139,397
Safran SA 1,702,349 1,702,349
Samsung Electronics Co Ltd 2,258,620 2,258,620
Samsung Electronics Co Ltd 321,230 321,230
Sensata Technologies Holdings PLC 484,158 484,158
Seven & i Holdings Co Ltd 661,691 661,691
Sodexo 364,835 364,835
Sodexo 19,935 19,935
Sodexo SA 253,630 253,630
Suncor Energy Inc 1,258,740 1,258,740
Telefonica Brasil SA ADR 235,039 235,039
UBS GROUP 2,154,479 2,154,479
Unilever 2,771,120 2,771,120
Universal Music Group 84,677 84,677
Universal Music Group 653,045 653,045
Willis Towers Watson PLC 1,589,380 1,589,380
Receivable for Investments Sold, Net 27,087,281 27,087,281

TY 2024 InvestmentsGovtObligationsSch
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

21,045,068
US Government Securities - End of Year Fair Market Value:

21,045,068
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Other Investments FMV    
U.S. Partnership - 1 FMV 458,050 458,050
U.S. Partnership - 2 FMV 55,549,619 55,549,619
U.S. Partnership - 3 FMV 5,014,641 5,014,641
U.S. Partnership - 4 FMV 3,648,169 3,648,169
U.S. Partnership - 5 FMV 3,365,724 3,365,724
U.S. Partnership - 6 FMV 1,957,779 1,957,779
U.S. Partnership - 7 FMV 32,546 32,546
U.S. Partnership - 8 FMV 76,023 76,023
U.S. Partnership - 9 FMV 2,529,923 2,529,923
U.S. Partnership - 10 FMV 6,241,865 6,241,865
U.S. Partnership - 11 FMV 16,893,224 16,893,224
U.S. Partnership - 12 FMV 33,277,805 33,277,805
U.S. Partnership - 13 FMV 621,066 621,066
U.S. Partnership - 14 FMV 21,602,176 21,602,176
U.S. Partnership - 15 FMV 5,046,296 5,046,296
U.S. Partnership - 16 FMV 7,422,466 7,422,466
U.S. Partnership - 17 FMV 13,802,842 13,802,842
U.S. Partnership - 18 FMV 3,531,591 3,531,591
U.S. Partnership - 19 FMV 1,717,121 1,717,121
U.S. Partnership - 20 FMV 6,555,700 6,555,700
U.S. Partnership - 21 FMV 33,670,288 33,670,288
U.S. Partnership - 22 FMV 3,476,275 3,476,275
U.S. Partnership - 23 FMV 7,773,026 7,773,026
U.S. Partnership - 24 FMV 2,575,780 2,575,780
U.S. Partnership - 25 FMV 3,423,479 3,423,479
U.S. Partnership - 26 FMV 2,845,056 2,845,056
U.S. Partnership - 27 FMV 8,057,073 8,057,073
U.S. Partnership - 28 FMV 1,477,238 1,477,238
U.S. Partnership - 29 FMV 2,995,286 2,995,286
U.S. Partnership - 30 FMV 6,384,995 6,384,995
U.S. Partnership - 31 FMV 6,674,344 6,674,344
U.S. Partnership - 32 FMV 1,745,675 1,745,675
U.S. Partnership - 33 FMV 24,480,966 24,480,966
U.S. Partnership - 34 FMV 13,754,869 13,754,869
U.S. Partnership - 35 FMV 49,832,087 49,832,087
U.S. Partnership - 36 FMV 7,534,819 7,534,819
U.S. Partnership - 37 FMV 21,978,878 21,978,878
U.S. Partnership - 38 FMV 13,200,233 13,200,233
U.S. Partnership - 39 FMV 6,469,859 6,469,859
U.S. Partnership - 40 FMV 5,171,743 5,171,743
U.S. Partnership - 41 FMV 7,329,539 7,329,539
U.S. Partnership - 42 FMV 4,039,563 4,039,563
U.S. Partnership - 43 FMV 50,274 50,274
U.S. Partnership - 44 FMV 19,639,745 19,639,745
U.S. Partnership - 45 FMV 33,680,155 33,680,155
U.S. Partnership - 46 FMV 1,503,169 1,503,169
U.S. Partnership - 47 FMV 15,284,294 15,284,294
U.S. Partnership - 48 FMV 747,511 747,511
U.S. Partnership - 49 FMV 4,217,112 4,217,112
U.S. Partnership - 50 FMV 3,673,776 3,673,776
U.S. Partnership - 51 FMV 3,894,951 3,894,951
U.S. Partnership - 52 FMV 5,457,529 5,457,529
U.S. Partnership - 53 FMV 1,424,139 1,424,139
U.S. Partnership - 54 FMV 25,605,984 25,605,984
U.S. Partnership - 55 FMV 6,427,225 6,427,225
U.S. Partnership - 56 FMV 9,259,399 9,259,399
U.S. Partnership - 57 FMV 4,512,379 4,512,379
U.S. Partnership - 58 FMV 10,610,827 10,610,827
U.S. Partnership - 59 FMV 51,781 51,781
U.S. Partnership - 60 FMV 430,001 430,001
U.S. Partnership - 61 FMV 1,213,153 1,213,153
U.S. Partnership - 62 FMV 5,590,052 5,590,052
U.S. Partnership - 63 FMV 3,002,757 3,002,757
U.S. Partnership - 64 FMV 10,633 10,633
U.S. Partnership - 65 FMV 134,075 134,075
U.S. Partnership - 66 FMV 15,120,192 15,120,192
U.S. Partnership - 67 FMV 7,806,762 7,806,762
U.S. Partnership - 68 FMV 74,389 74,389
U.S. Partnership - 69 FMV 1,039,270 1,039,270
U.S. Partnership - 70 FMV 3,987,542 3,987,542
U.S. Partnership - 71 FMV 1,102,405 1,102,405
U.S. Partnership - 72 FMV 18,007,784 18,007,784
U.S. Partnership - 73 FMV 2,763,134 2,763,134
U.S. Partnership - 74 FMV 61,550,000 61,550,000
U.S. Partnership - 75 FMV 2,427,294 2,427,294
U.S. Partnership - 76 FMV 1,069,706 1,069,706
U.S. Partnership - 77 FMV 26,449,914 26,449,914
U.S. Partnership - 78 FMV 272,260 272,260
U.S. Partnership - 79 FMV 5,203,702 5,203,702
Non - U.S. Partnership - 1 FMV 31,115,323 31,115,323
Non - U.S. Partnership - 2 FMV 63,449,283 63,449,283
Non - U.S. Partnership - 3 FMV 32,754,757 32,754,757
Non - U.S. Partnership - 4 FMV 59,830,675 59,830,675
Non - U.S. Partnership - 5 FMV 1,968,906 1,968,906
Non - U.S. Partnership - 6 FMV 4,002,623 4,002,623
Non - U.S. Partnership - 7 FMV 17,290,391 17,290,391
Non - U.S. Partnership - 8 FMV 32,501 32,501
Non - U.S. Partnership - 9 FMV 785,425 785,425
Non - U.S. Partnership - 10 FMV 1,410,544 1,410,544
Non - U.S. Partnership - 11 FMV 201,204 201,204
Non - U.S. Partnership - 12 FMV 8,753,493 8,753,493
Non - U.S. Partnership - 13 FMV 5,281,874 5,281,874
Non - U.S. Partnership - 14 FMV 11,667,858 11,667,858
Non - U.S. Partnership - 15 FMV 5,984,397 5,984,397
Non - U.S. Partnership - 16 FMV 5,172,238 5,172,238
Non - U.S. Partnership - 17 FMV 3,687,820 3,687,820
Non - U.S. Partnership - 18 FMV 2,453,678 2,453,678
Non - U.S. Partnership - 19 FMV 13,522,887 13,522,887
Non - U.S. Partnership - 20 FMV 2,939,029 2,939,029
Non - U.S. Partnership - 21 FMV 48,539 48,539
Non - U.S. Partnership - 22 FMV 3,535,281 3,535,281
Non - U.S. Partnership - 23 FMV 16,497,956 16,497,956
Non - U.S. Partnership - 24 FMV 2,644,973 2,644,973
Non - U.S. Partnership - 25 FMV 9,856,702 9,856,702
Non - U.S. Partnership - 26 FMV 1,893,677 1,893,677
Non - U.S. Partnership - 27 FMV 1,242,590 1,242,590
Non - U.S. Partnership - 28 FMV 51,884,415 51,884,415
Non - U.S. Partnership - 29 FMV 46,771,840 46,771,840
Non - U.S. Partnership - 30 FMV 4,456,402 4,456,402
Non - U.S. Partnership - 31 FMV 5,800,904 5,800,904
Non - U.S. Partnership - 32 FMV 503,837 503,837
Non - U.S. Partnership - 33 FMV 34,295,666 34,295,666
Non - U.S. Partnership - 34 FMV 1,144,707 1,144,707
Non - U.S. Partnership - 35 FMV 6,122,263 6,122,263
Non - U.S. Partnership - 36 FMV 18,549,117 18,549,117
Non - U.S. Partnership - 37 FMV 5,814,887 5,814,887
Non - U.S. Partnership - 38 FMV 14,046,044 14,046,044
Non - U.S. Partnership - 39 FMV 10,059,872 10,059,872
Non - U.S. Partnership - 40 FMV 915,306 915,306
Non - U.S. Partnership - 41 FMV 2,604,235 2,604,235
Non - U.S. Partnership - 42 FMV 1,137,435 1,137,435
Non - U.S. Partnership - 43 FMV 5,986,407 5,986,407
Non - U.S. Partnership - 44 FMV 3,372,971 3,372,971
Non - U.S. Partnership - 45 FMV 6,697,016 6,697,016
Non - U.S. Partnership - 46 FMV 24,404,038 24,404,038
Non - U.S. Partnership - 47 FMV 20,306,406 20,306,406
Non - U.S. Partnership - 48 FMV 3,549,424 3,549,424
Non - U.S. Partnership - 49 FMV 708,558 708,558
Non - U.S. Partnership - 50 FMV 643,638 643,638
Non - U.S. Partnership - 51 FMV 2,148,389 2,148,389
Non - U.S. Partnership - 52 FMV 42,272,479 42,272,479
Non - U.S. Partnership - 53 FMV 3,858 3,858
Non - U.S. Partnership - 54 FMV 6,554,563 6,554,563
Non - U.S. Partnership - 55 FMV 9,997,457 9,997,457
Non - U.S. Partnership - 56 FMV 3,141,994 3,141,994
Non - U.S. Partnership - 57 FMV 1,481,598 1,481,598
Non - U.S. Partnership - 58 FMV 14,968,870 14,968,870
Non - U.S. Partnership - 59 FMV 15,517,271 15,517,271
Non - U.S. Partnership - 60 FMV 42,441,394 42,441,394
Non - U.S. Partnership - 61 FMV 9,187,987 9,187,987

TY 2024 LandEtcSchedule2
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and fixtures 1,058,077 391,214 666,863 666,863
Improvements 7,952,858 2,599,691 5,353,167 5,353,167
Miscellaneous 189,582 22,482 167,100 167,100


TY 2024 LegalFeesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 206,409 33,405   113,789


TY 2024 OtherAssetsSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Landlord reimbursement 36,268 36,458 36,458
Taxes receivable 1,656,128 1,103,319 1,103,319
Payroll and Cobra receivable 5,041 1,023 1,023
ROU Asset 15,920,645 14,574,518 14,574,518


TY 2024 OtherExpensesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER SOFTWARE, MAINTENANCE AND PARTS 469,985 45,104   399,381
DUES 114,709 3,640   111,085
INSURANCE 147,299 14,136   172,591
NYS FILING FEE 2,143 206   582
OFFICE MANAGEMENT 69,659 6,685   66,700
PAYROLL SERVICES 20,098 1,929   7,338
TRAINING COURSES 250,342 15,384   213,844
COMMISSIONED SERVICES 6,700 0   11,200


TY 2024 OtherIncomeSchedule2
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 17,083 5,729,091  


TY 2024 OtherIncreasesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
UNREALIZED GAIN 13,449,642


TY 2024 OtherLiabilitiesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
Deferred Federal excise tax 6,160,220 6,382,681
Building Lease obligation 17,216,040 15,793,035


TY 2024 OtherProfessionalFeesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTANTS - NON DCA 2,712,458 78,419 0 2,778,121
DCA - KNOWLEDGE SHARING & DISSEMINATION 1,721,920 0 0 1,852,441
DCA - PUBLIC POLICY 668,089 0 0 709,169
DCA - RESEARCH 1,473,309 0 0 1,451,718
DCA - TECHNICAL ASSISTANCE TO GRANTEES 2,637,846 0 0 2,491,276
INVESTMENT FEES 1,350,056 5,148,481 0 0


TY 2024 TaxesSchedule
Name:
The Wallace Foundation
EIN:
13-6183757
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL UBIT & EXCISE TAXES 1,587,712 0    
FOREIGN TAXES 104,750 683,246