Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
THE TEAGLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)570 LEXINGTON AVENUE 38TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

20-1370387
B Telephone number (see instructions)

(212) 373-1972
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$165,384,050J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,014,625
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,401,774 2,813,304  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,922,319
b Gross sales price for all assets on line 6a 24,586,962
7 Capital gain net income (from Part IV, line 2)... 13,922,319
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 18,338,718 16,735,623  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 657,000 207,506   449,494
14 Other employee salaries and wages...... 566,775 30,000   536,775
15 Pension plans, employee benefits....... 382,027 65,212   320,664
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
10,666 0   12,695
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
156,335 0   141,440
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,673,873 1,449,056   214,307
17 Interest............... 581 113   574
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
385,780 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
7,093 1,377  
20 Occupancy.............. 318,453 61,812   255,380
21 Travel, conferences, and meetings....... 322,267 1,826   317,917
22 Printing and publications.......... 4,772 517   4,254
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
267,654 33,410   240,986
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,753,276 1,850,829   2,494,486
25 Contributions, gifts, grants paid....... 10,159,053 9,246,981
26 Total expenses and disbursements. Add lines 24 and 25 14,912,329 1,850,829   11,741,467
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,426,389
b Net investment income (if negative, enter -0-) 14,884,794
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,946,793 8,296,963 8,296,963
3 Accounts receivable right arrow853,291
Less: allowance for doubtful accounts right arrow   592,811 853,291 853,291
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 269,850 108,538 108,538
10a Investments—U.S. and state government obligations (attach schedule) 18,614,280 Click to see attachment
List of Attached Documents:
// Content
23,639,628 		23,639,628
b Investments—corporate stock (attach schedule)....... 35,204,613 Click to see attachment
List of Attached Documents:
// Content
57,646,938 		57,646,938
c Investments—corporate bonds (attach schedule)....... 8,756 Click to see attachment
List of Attached Documents:
// Content
13,913 		13,913
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 96,135,032 Click to see attachment
List of Attached Documents:
// Content
72,037,515 		72,037,515
14 Land, buildings, and equipment: basis right arrow506,638
Less: accumulated depreciation (attach schedule) right arrow412,003 94,028 Click to see attachment
List of Attached Documents:
// Content
94,635 		94,635
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
638,693 		Click to see attachment
List of Attached Documents:
// Content
2,692,629 		Click to see attachment
List of Attached Documents:
// Content
2,692,629
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 157,504,856 165,384,050 165,384,050
Liabilities 17 Accounts payable and accrued expenses.......... 56,644 126,268
18 Grants payable................. 4,872,200 5,784,272
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,133,418 		Click to see attachment
List of Attached Documents:
// Content
3,487,722
23 Total liabilities (add lines 17 through 22)......... 6,062,262 9,398,262
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........... 151,442,594 155,985,788
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)..... 151,442,594 155,985,788
30 Total liabilities and net assets/fund balances (see instructions). 157,504,856 165,384,050
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
151,442,594
2
Enter amount from Part I, line 27a .....................
2
3,426,389
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,134,379
4
Add lines 1, 2, and 3 ..........................
4
156,003,362
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,574
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
155,985,788
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 683 Capital P    
b Alpine VII P    
c Will Ventures II P    
d Alpine P    
e Alta rock P    
Anatole Long P    
Apollo VII P    
Biotech P    
Boldstart II P    
Boldstart V P    
Defy P    
Denham P    
ExxonMobil P    
Fairmount P    
Flexpoint IV P    
Fuel P    
GSV P    
Half sky P    
HarbourVest V-Direct P    
HarbourVest VII Buyout P    
HarbourVest V-Prtship P    
Hibridge Mezz P    
IGP P    
Insolve IV P    
Insolve V P    
JPM Funding P    
Keystone P    
Kimmeridge P    
KKR P    
Knightsbridge V P    
Knightsbridge VI P    
Luminate P    
Maverick P    
MCR Hosp P    
Money mkt. Sm Cap P    
Park Presidio P    
Parvus P    
Pearl Energy I P    
Pearl Energy II P    
RA P    
Radcliffe P    
Realized Anatole Ehnanced P    
Rock Springs P    
SCGE P    
SI Enhance Notes P    
Sycamore P    
SYN P    
SYN II P    
Tiger Long P    
Tiger X P    
Tiger XI P    
Tiger XIi P    
Tiger XIV P    
Whale rock 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 198,702     198,702
b 1,517,969     1,517,969
c     16,267 -16,267
d 262     262
e 3,976,122   2,719,467 1,256,655
24,501     24,501
    18,658 -18,658
1,424,225   755,438 668,787
    12,599 -12,599
2,170     2,170
    1,147 -1,147
15,320     15,320
2,604,400   18,576 2,585,824
676,898     676,898
205,072     205,072
    10,411 -10,411
5,137     5,137
977,335   809,138 168,197
661     661
35,630     35,630
    12,424 -12,424
    435,291 -435,291
186,581     186,581
62,488     62,488
    10,752 -10,752
    1,685 -1,685
314,118     314,118
    89,807 -89,807
530     530
    96,608 -96,608
    40,342 -40,342
56     56
19,668     19,668
20,981     20,981
593     593
1,769,879   965,614 804,265
4,040,214   1,758,358 2,281,856
3,100,859     3,100,859
14,032     14,032
1,824,827   2,191,984 -367,157
138,803     138,803
    283,037 -283,037
1,222,492     1,222,492
    64,073 -64,073
    13 -13
107,060     107,060
1,567     1,567
3,146     3,146
82,250   344,786 -262,536
4,002     4,002
6,311     6,311
1,678     1,678
    8,168 -8,168
423     423
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       198,702
b       1,517,969
c       -16,267
d       262
e       1,256,655
      24,501
      -18,658
      668,787
      -12,599
      2,170
      -1,147
      15,320
      2,585,824
      676,898
      205,072
      -10,411
      5,137
      168,197
      661
      35,630
      -12,424
      -435,291
      186,581
      62,488
      -10,752
      -1,685
      314,118
      -89,807
      530
      -96,608
      -40,342
      56
      19,668
      20,981
      593
      804,265
      2,281,856
      3,100,859
      14,032
      -367,157
      138,803
      -283,037
      1,222,492
      -64,073
      -13
      107,060
      1,567
      3,146
      -262,536
      4,002
      6,311
      1,678
      -8,168
      423
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 13,922,319
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) 1 206,899
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 206,899
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 206,899
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 193,855
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 61,145
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 255,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 48,101
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow48,101 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.TEAGLEFOUNDATION.ORG
14
The books are in care ofright arrowThe Organization Telephone no.right arrow (212) 373-1972

Located atright arrow570 LEXINGTON AVENUE 38TH FLOORNEW YORKNY ZIP+4right arrow10022
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ELIZABETH S BOYLAN CHAIR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
ANN-MARIE BUCKLEY CFO/TREASURER/SECRETARY
40.00 		253,688 51,678 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
ANDREW DELBANCO PRESIDENT
40.00 		403,312 60,338 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
W SCOTT ESSEX DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
MARY DANA HINTON DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
GRANT A PORTER DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
BRIAN ROSENBERG DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
KATE SHAE- RETIRED MAY 2023 DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
WALTER C TEAGLE III DIRECTOR/CHAIR EMERITUS
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
SASKIA LEVY THOMPSON DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
SHERYL HILLIARD TUCKER DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
PAULINE YU DIRECTOR
1.00 		0 0 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
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
LONI BORDOLOI PAZICH PROGRAM DIRECTOR
40.00 		180,500 65,495 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
TAMARA MANN TWEEL PROGRAM DIRECTOR
40.00 		180,500 31,142 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
GWEN ROBBINS PROGRAM ASSOCIATE
40.00 		96,750 26,648 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
ANNIE W BEZBATCHENKO SENIOR PROGRAM OFFIC
40.00 		79,025 11,854 0
570 LEXINGTON AVENUE
NEW YORK,NY10022
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
EDGEHILL ENDOWMENT PARTNERS INVESTMENT ADVISORY 599,492
195 CHURCH STREET
NEW HAVEN,CT06510
FINN PARTNERS COMMUNICATIONS 144,089
1675 BROADWAY
NEW YORK,NY10019
YOUR PART TIME CONTROLLER LLC ACCCOUNTING 82,884
150 WALNUT STREET
PHILADELPHIA,PA19102
STONE COAST FUND SERVICES LLC INVESTMENT ADVISORY 64,687
TWO PORTLAND SQUARE
PORTLAND,ME04101
FAIRMOUNT HEALTHCARE FUND INVESTMENT ADVISORY 61,472
2001 MARKET STREET
PHILADELPHIA,PA19103
Total number of others receiving over $50,000 for professional services.............right arrow1
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 MEETINGS, COMMUNICATIONS & PROGRAM CONSULTANTS 517,176
2 EXXON SCHOLARSHIP MGT. EXP. 40,000
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
158,154,991
b
Average of monthly cash balances.......................
1b
694,455
c
Fair market value of all other assets (see instructions)................
1c
1,253,824
d
Total (add lines 1a, b, and c).........................
1d
160,103,270
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
160,103,270
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,401,549
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
157,701,721
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,885,086
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
7,885,086
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
206,899
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
104,455
c
Add lines 2a and 2b............................
2c
311,354
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,573,732
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,573,732
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
7,573,732
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
11,741,467
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
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
11,741,467
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 7,573,732
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,514,687
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 11,741,467
a Applied to 2022, but not more than line 2a 2,514,687
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 7,573,732
e Remaining amount distributed out of corpus 1,653,048
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,653,048
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,653,048
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 1,653,048
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Academy for Teachers

10 W 90th Street
New York,NY10024 		  PC General Support 1,500

Amer Assocfor Advancement of Science

1200 New York Avenue
Washington,DC20005 		  PC General Support 1,000

American Academy of Arts & Sciences

136 Irving Street
Cambridge,MA02138 		  PC General Support 6,500

American Antiquarian Society

185 Salisbury Street
Worcester,MA10027 		  PC General Support 100

American Association of Colleges & Universities

1818 R Street NW
Washington,DC20009 		  PC Special Project : Reimagining Undergraduate Education: Pedagogy, Assessment & Leadership 40,000

American Association of Colleges & Universities

1818 R Street NW
Washington,DC20009 		  PC General Support 50,000

American Council of Learned Societies

633 Third Ave 8th Floor
New York,NY100176795 		  PC General Support 2,100

American Historical Association

PO Box 347214
Pittsburgh,PA152514214 		  PC General Support 5,000

American Museum of Natural History

200 Central Park West
New York,NY10024 		  PC General Support 3,000

American Philosophical Society

104 South Fifth Street
Philadelphia,PA191063386 		  PC General Support 1,500

American University

4400 Massachusetts Ave NW
Washington,DC20016 		  PC Cornerstone: Learning for Living initiative 62,500

Association for Asian Studies Inc

825 Victors Way Ste 310
Ann Arbor,MI48108 		  PC General Support 1,000

Association for Core Texts and Courses

1501 Mercer University Dr
Macon,GA31207 		  PC General Support 4,500

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504 		  PC Special Project : First Year Seminar - The Republic Revisited 50,000

Barnard College

3009 Broadway
New York,NY10027 		  PC General Support 1,500

Bexley Community Foundation

552 South Drexel Avenue
Bexley,OH43209 		  PC General Support 2,500

Bexley Education Foundation

348 South Cassingham Road
Bexley,OH43209 		  PC General Support 300

Bexley Theatre Parents Inc

326 S Cassingham Road
Columbus,OH43209 		  PC General Support 250

Biola University Inc

13800 Biola Avenue
La Mirada,CA90639 		  PC Knowledge for Freedom initiative 100,000

Bridgewater College

402 East College Street
Bridgewater,VA228121599 		  PC Knowledge for Freedom initiative 25,000

Broad Street Presbyterian Church

760 E Broad Street
Columbus,OH43205 		  PC General Support 3,500

Brooklyn Conservatory of Music

58 Seventh Avenue
Brooklyn,NY11217 		  PC Special Project : Community Music Center at Chestnut Commons 10,000

Cal Poly Pomona Philanthropic Foundation

3801 W Temple Avenue
Pomona,CA91768 		  PC Cornerstone: Learning for Living initiative 117,000

California State University Maritime Academy

200 Maritime Academy Drive
Vallejo,CA94590 		  PC Cornerstone: Learning for Living initiative 25,000

Campus Compact

45 Temple Place
Boston,MA02111 		  PC General Support 25,000

Candid

32 Old Slip 24th Floor
New York,NY10005 		  PC Annual Support 10,000

Catawba College

2300 W Innes Street
Salisbury,NC28144 		  PC Cornerstone: Learning for Living initiative 75,000

Cathedral School of St John the Divine

1047 Amsterdam Avenue
New York,NY100251702 		  PC General Support 200

Catherine Project Inc

2631 Housley Rd 1006
Annapolis,MD21401 		  PC General Support 2,000

Catholic University of America

620 Michigan Avenue NE
Washington,DC20064 		  PC Cornerstone: Learning for Living initiative 112,500

Chijnaya Foundation Inc

1717 E Vista Chino Rd Suite A7-488
Palm Springs,CA92262 		  PC General Support 1,000

Clark Atlanta University

223 James P Brawley Drive SW
Atlanta,GA30314 		  PC Cornerstone: Learning for Living initiative 84,375

Clemente Course in the Humanities Inc

PO Box 532
Rosendale,NY12472 		  PC General Support 5,000

Clemson University

391 College Ave Suite 301
Clemson,SC29634 		  PC Cornerstone: Learning for Living initiative 90,000

Colorado State University Sponsored Programs

2002 Campus Delivery
Fort Collins,CO80523 		  PC Cornerstone: Learning for Living initiative 125,000

Cornell University

130 E Seneca St Ste 400
Ithaca,NY14850 		  PC General Support 1,500

Council of Independent Colleges

One Dupont Cir NW
Washington,DC20036 		  PC Transfer Pathways to the Liberal Arts initiative 28,000

Council on Foundations

PO Box 75661
Baltimore,MD212755661 		  PC Annual Support 8,500

DePaul University

1 E Jackson Boulevard
Chicago,IL60604 		  PC Education for American Civic Life initiative 95,000

Dillard University

2601 Gentilly Boulevard
New Orleans,LA701223097 		  PC Cornerstone: Learning for Living initiative 112,500

Drexel University

3141 Chestnut Street Suite 103
Philadelphia,PA19104 		  PC Education for American Civic Life initiative 82,000

Dutchess County SPCA

636 Violet Avenue
Hyde Park,NY12538 		  PC General Support 100

East Harlem Tutorial Program

2050 Second Avenue
New York,NY10029 		  PC General Support 5,000

Elon University

100 Campus Drive
Elon,NC02900 		  PC Knowledge for Freedom initiative 100,000

Excelencia in Education

1156 15th Street Suite 1001
Washington,DC20005 		  PC Special Project : Latino Student Success Funders Group 10,000

Folds of Honor Foundation

5971 North Patriot Drive
Owasso,OK740558201 		  PC General Support 25,000

Fordham University

45 Columbus Ave Fl 8
New York,NY10023 		  PC Knowledge for Freedom initiative 100,000

Fort Lewis College

1000 Rim Drive 140 Berndt Hall
Durango,CO81301 		  PC Cornerstone: Learning for Living initiative 100,000

Foundation for City College

160 Convent Avenue Shepard Hall
Room 154
NEW YORK,NY10031 		  PC Education for American Civic Life initiative 200,000

Foundation for the Study of Independent Social Ideas Inc

120 Wall Street Fl31
New York,NY10005 		  PC General Support 100

Foundation of the University of North Caroline at Wilmington Inc

601 S College Road
Wilimington,NC284035905 		  PC Education for American Civic Life initiative 110,000

Friends of Hudson River Park Inc

305 7th Avenue 12th Floor
New York,NY10001 		  PC General Support 1,500

Friends of Bexley Public Library

2411 East Main Street
Bexley,OH43209 		  PC General Support 500

Friends of the Cornell Lab of Ornithology Inc

159 Sapsucker Woods Rd
Ithaca,NY14850 		  PC General Support 500

George Fox University

414 N Meridian Street
Newberg,OR97132 		  PC Knowledge for Freedom initiative 100,000

Gulf Coast Community Foundation co Essex Callaway Family Fund

601 Tamiami Trail South
Venice,FL34285 		  PC General Support 15,000

Hollins University Corp

Box 9625 7916 Williamson Road
Roanoke,VA24020 		  PC General Support 5,000

Hollins University Corp

Box 9625 7916 Williamson Road
Roanoke,VA24020 		  PC Knowledge for Freedom initiative 80,000

Hoshyar Foundation

PO Box 28502
Austin,TX78755 		  PC General Support 2,000

Houston Community College Foundation

3100 Main Street Suite 12B12 MC
1148
Houston,TX77002 		  PC Cornerstone: Learning for Living initiative 25,000

Howard University

2400 Sixth Street NW
Washington,DC20059 		  PC Cornerstone: Learning for Living initiative 25,000

Independent Colleges of Washington

600 Stewart Street Suite 600
Seattle,WA98101 		  PC Transfer Pathways to the Liberal Arts initiative 23,000

Indiana University Research Institute University Square

1179 Grant Street Suite 1
Indiana,PA15701 		  PC Cornerstone: Learning for Living initiative 100,000

Institute for Advanced Study

Einstein Drive
Princenton,NJ085404907 		  PC General Support 1,000

International Scholarship & Tuition Services Accounting Office

1321 Murfreesboro Pike 800
Nashville,TN372172698 		  PC Scholarship Program 575,000

Jack Miller Center for Teaching Am's

3 Bala Plaza West Suite 401
Bala Cynwyd,PA19004 		  PC Cornerstone: Learning for Living initiative 147,000

Johns Hopkins University

3400 N Charles Street
Baltimore,MD21218 		  PC Special Project : Conference Support 5,000

Kennesaw State University

1000 Chastain Road
Kennesaw,GA30144 		  PC Knowledge for Freedom initiative 80,000

Kent State University Foundation Inc

350 South Lincoln Street PO Box
5190
Kent,OH44242 		  PC Knowledge for Freedom initiative 83,334

Ladies Who Hoop Inc

711 Amsterdam Avenue
New York,NY10025 		  PC General Support 750

Linn-Benton Community College

6500 Pacific Boulevard SW
Albany,OR97321 		  PC Cornerstone: Learning for Living initiative 112,500

Loyola University of Chicago

820 N Michigan Avenue
Chicago,IL60611 		  PC Knowledge for Freedom initiative 100,000

Luria Academy of Brooklyn

238 St Marks Ave
Brooklyn,NY11238 		  PC General Support 4,000

Lyon College

2300 Highland Road
Batesville,AR72501 		  PC Cornerstone: Learning for Living initiative 25,000

Marshall University Research Foundation

One John Marshall Drive
Huntington,WV25755 		  PC Cornerstone: Learning for Living initiative 25,000

Miami University

501 E High Street
Oxford,OH45056 		  PC Knowledge for Freedom initiative 130,000

Michigan Community College Foundation

110 W Michigan Avenue Suite 650
Lansing,MI48933 		  PC Transfer Pathways to the Liberal Arts initiative 76,250

Minnesota Humanities Center

987 Ivy Ave E
St Paul,MN55106 		  PC Education for American Civic Life initiative 95,000

Minnesota Private College Fund

445 Minnesota Street Ste 500
St Paul,MN551012903 		  PC Transfer Pathways to the Liberal Arts initiative 62,800

Modern Language Association of America

85 Broad Street Suite 500
New York,NY10004 		  PC General Support 1,000

Mount Tamalpais College

PO Box 492
San Quentin,CA94964 		  PC General Support 1,000

Nantucket Project Project Academy Inc

PO Box 568
Nanctucket,MA02254 		  PC Special Project : tnpONE 2024 Event 60,000

National Humanities Alliance Foundation

1101 Connecticut Ave NW Suite 450
Washington,DC20036 		  PC General Support 10,000

New World Foundation

680 West End Avenue 1C
New York,NY10025 		  PC Special Project : Anchor Fellows 10,000

New York Botanical Garden

Bronx River Parkway at Fordham Road
Bronx,NY10458 		  PC General Support 2,000

New York Restoration Project

254 W 31st Street 10th Fl
New York,NY10001 		  PC General Support 500

Norfolk State University

700 Park Avenue
Norfolk,VA23504 		  PC Cornerstone: Learning for Living initiative 84,375

North Carolina Independent Colleges and Universities

530 N Blount Street
Raleigh,NC27604 		  PC Transfer Pathways to the Liberal Arts initiative 87,500

North Carolina State University

Office of Contracts and Grants
Raleigh,NC776957214 		  PC Cornerstone: Learning for Living initiative 175,000

North Central College

30 N Brainard Street
Naperville,IL60540 		  PC Knowledge for Freedom initiative 100,000

Northern Kentucky Universit

AC 235 Nunn Drive
Highland Heights,KY41099 		  PC Cornerstone: Learning for Living initiative 125,000

Nova Southeastern University

3301 College Avenue
Ft Lauderdale,FL33314 		  PC Knowledge for Freedom initiative 100,000

Ohio Humanities Council

541 W Rich Street
Columbus,OH43209 		  PC General Support 1,000

Oregon Alliance of Independent Colleges and Universities

8215 SW Tualatin Sherwood Road
Suite 200
Tualatin,OR97062 		  PC Transfer Pathways to the Liberal Arts initiative 53,500

Overbrook Presbyterian Church

6376 City Avenue
Philadelphia,PA19151 		  PC General Support 500

Pace University

One Pace Plaza
New York,NY100381598 		  PC Education for American Civic Life initiative 25,000

PACE-Philanthropy for Active Civic Engagement

611 Pennsylvania Ave SE Box 372
Washington,DC20003 		  PC Annual Support 5,000

Partnership for After School Education

11 Broadway Suite 1515
New York,NY10004 		  PC General Support 10,000

Pelotonia

450 W Broad Street
Columbus,OH43215 		  PC General Support 200

Philanthropy New York

320 East43rd Street
New York,NY10017 		  PC Annual Support 11,050

Philosophy Learning and Teaching Organization

3518 Fremont Avenue North 353
Seattle,WA98103 		  PC General Support 3,000

Physicians for Peace

520 W 21st Street G2103
Norfolk,VA23517 		  PC General Support 40,000

Portland State University Foundation

PO Box 243
Portland,OR972070243 		  PC Knowledge for Freedom initiative 100,000

PRX Inc

PO Box 382234
Cambridge,MA02238 		  PC Special Project : Inspired by 80,000

Puppies Behind Bars Inc

263 West 38th Street 4th Floor
New York,NY10018 		  PC General Support 1,000

Queens Community House

108-25 62nd Drive
Forest Hills,NY11375 		  PC Knowledge for Freedom initiative 85,000

Regents of the University of Michigan

Box 223131
Pittsburgh,PA152510422 		  PC Cornerstone: Learning for Living initiative 31,000

Research Foundation of the City University of New York

230 West 41st Street 7th Fl
New York,NY10036 		  PC Education for American Civic Life initiative 25,000

Research Foundation of the City University of New York

230 West 41st Street 7th Fl
New York,NY10036 		  PC Special Project : College Completion Innovation Fund 50,000

Research Foundation of the City University of New York

230 West 41st Street 7th Fl
New York,NY10036 		  PC Cornerstone: Learning for Living initiative 112,500

Rhinebeck Performing Arts Inc

661 Route 308
Rhinebeck,NY12572 		  PC General Support 100

RHODES COLLEGE

2000 N Parkway
Memphis,TN38112 		  PC Cornerstone: Learning for Living initiative 25,000

Rochester Institute of Technology

One Lomb Memorial Drive
Rochester,NY146235603 		  PC Cornerstone: Learning for Living initiative 218,750

Saint Louis University

3700 West Pine Mall
St Louis,MO63108 		  PC Cornerstone: Learning for Living initiative 250,000

Samford University

800 Lakeshore Drive
Birmingham,AL35229 		  PC Knowledge for Freedom initiative 25,000

Society of the Four Arts

100 Four Arts Plaza
Palm Beach,FL33480 		  PC General Support 25,000

Sonoma State University

1801 East Cotati Avenue
Rohnert Park,CA949283609 		  PC Cornerstone: Learning for Living initiative 25,000

St Lukes Wood River Foundation Inc

PO Box 7005
Ketchum,ID83340 		  PC General Support 25,000

St Joseph's University New York

245 Clinton Avenue
Brooklyn,NY11205 		  PC Knowledge for Freedom initiative 85,000

St Mary's School

900 Hillsborough Street
Raleigh,NC27603 		  PC General Support 1,842

Taft School Corporation

110 Woodbury Road
Watertown,CT06795 		  PC General Support 15,000

Texas A&M University System

400 Harvey Mitchell Parkway S Suite
300
College Station,TX77845 		  PC Cornerstone: Learning for Living initiative 175,000

The Aspen Institute Inc

2300 N Street NW Suite 700
Washington,DC20037 		  PC Special Project : Humanistic Engagement for Congressional Staffers 75,000

The Columbus Foundation

1234 E Broad Street
Columbus,OH43205 		  PC General Support 250

The Great Questions Foundation

3312 Touchstone Street
Austin,TX78723 		  PC General Support 50,000

The Humane Society of the United States

1255 23rd Street NW Suite 450
Washington,DC20037 		  PC General Support 150

The Institute for Citizens & Scholars

104 Carnegie Center Suite 301
Princeton,NJ08540 		  PC Special Project : Faculty Development Institute Support 50,000

The New School

79 Fifth Avenue
New York,NY10003 		  PC Special Project : The FAFSA Simplification Project 20,000

The Pennsylvania State University

227 W Beaver Avenue Suite 401
State College,PA16801 		  PC Cornerstone: Learning for Living initiative 140,000

The Reading Team

2090 Adam Clayton Powell Jr Blvd
Suite 100
New York,NY10027 		  PC General Support 5,000

The UCLA Foundation

10920 Wilshire Boulevard Suite 900
Los Angeles,CA90024 		  PC General Support 100,000

The Waynesburg University

51 W College St
Waynesburg,PA15370 		  PC Knowledge for Freedom initiative 95,000

Thomas Jefferson University

1020 walnut St 5th Flr
Philadelphia,PA19107 		  PC Cornerstone: Learning for Living initiative 125,000

Transylvania University

300 North Broadway
Lexington,KY40508 		  PC Cornerstone: Learning for Living initiative 125,000

Trinity Washington University

125 Michigan Avenue NE
Washington,DC20017 		  PC Cornerstone: Learning for Living initiative 25,000

Trustees of Columbia University in the City of New York

304 Earl Hall MC 2025
New York,NY10027 		  PC General Support 4,000

Trustees of Columbia University in the City of New York

304 Earl Hall MC 2025
New York,NY10027 		  PC Knowledge for Freedom initiative 20,000

Trustees of Columbia University in the City of New York

304 Earl Hall MC 2025
New York,NY10027 		  PC Special Project : Humanities Fellow 50,000

Trustees of Columbia University in the City of New York

304 Earl Hall MC 2025
New York,NY10027 		  PC Knowledge for Freedom initiative 200,000

Tuskegee University

1200 W Montgomery Road
Tuskegee,AL36088 		  PC Cornerstone: Learning for Living initiative 112,500

United Jewish Appeal Federation of Jewish Philanthropies of NY Inc

130 East 59th Street
New York,NY10022 		  PC General Support 1,180

Univof Wisconsin System-Platteville

1 University Plaza
Platteville,WI53818 		  PC Cornerstone: Learning for Living initiative 100,000

University of Dallas

1845 E Northgate Drive
Irving,TX75062 		  PC Knowledge for Freedom initiative 100,000

University of Guam

303 University Drive
Mangilao,GU96913 		  PC Knowledge for Freedom initiative 107,000

University of Illinois Foundation

1305 West Green Street
Urbana,IL61801 		  PC General Support 1,000

University of Massachusetts Amherst

100 Venture Way Suite 201
Hadley,MA010359462 		  PC Cornerstone: Learning for Living initiative 150,000

University of Massachusetts Foundation Inc

100 Carlson Avenue Bldg 12
Newton,MA02459 		  PC Knowledge for Freedom initiative 84,000

University of Mississippi Foundation

406 University Avenue
Oxford,MS38655 		  PC Knowledge for Freedom initiative 25,000

University of North Dakota

264 Centennial Drive Stop 7127
Grand Forks,ND58202 		  PC Cornerstone: Learning for Living initiative 25,000

University of Puerto Rico Mayaguez Campus

PO Box 9000
Mayaguez   00680-9000
RQ 		  PC Cornerstone: Learning for Living initiative 200,000

University of Richmond

114 UR Drive
University of Richmo,VA23173 		  PC General Support 1,000

University of Rochester

PO Box 270032 300 East River Road
Rochester,NY14627 		  PC Knowledge for Freedom initiative 50,000

University of Texas Foundation

9011 Mountain Ridge Dirve Suite 150
Austin,TX78759 		  PC Knowledge for Freedom initiative 100,000

Upstate Films Limited

PO Box 324
Rhinebeck,NY12572 		  PC General Support 200

Ursinus College

601 E Main Street
Collegeville,PA19426 		  PC Special Project : Support for the 2nd Colloquium on Liberal Education : Curriculum Matters 7,000

Ursinus College

601 E Main Street
Collegeville,PA19426 		  PC Knowledge for Freedom initiative 65,000

Valdosta State University Foundation

1500 N Patterson St
Valdosta,GA31698 		  PC Knowledge for Freedom initiative 100,000

Vanderbilt University

110 21st Avenue South
Nashville,TN37203 		  PC Cornerstone: Learning for Living initiative 175,000

Victoria County Junior College District

2200 E Red River Street
Victoria,TX77901 		  PC Cornerstone: Learning for Living initiative 25,000

Villanova University

800 E Lancaster Avenue
Villanova,PA19085 		  PC Knowledge for Freedom initiative 70,000

Virginia Foundation for Independent Colleges

901 East Byrd Street Suite 1625
Richmond,VA23219 		  PC Transfer Pathways to the Liberal Arts initiative 67,000

Virginia Union University

1500 N Lombardy Street
Richmond,VA23220 		  PC Cornerstone: Learning for Living initiative 140,625

Warrior-Scholar Project

1012 14th Street NW Suite1200
Washington,DC20005 		  PC Special Project : Humanities Boot Camp for Veterans at Notre Dame, Princeton, and Brown 150,000

Wellesley College

106 Central Street
Wellesley,MA02481 		  PC General Support 3,500

WMHT Educational Telecommunications

4 Global View
Troy,NY12180 		  PC General Support 100

Yale University

PO Box 2038
New Haven,CT06521 		  PC Knowledge for Freedom initiative 120,000
Total .................................right arrow 3a 9,246,981
bApproved for future payment

Anne Arundel Community College
101 College Pkwy
Arnold,MD21012 		  PC Cornerstone: Learning for Living initiative 250,000

Augustana College
639 38TH Street
Rock Island,IL61201 		  PC Cornerstone: Learning for Living initiative 25,000

CA State Polytechnic University - Pomona (fiscal agent Cal Poly Pomona Phi
3801 W Temple Avenue
Pomona,CA91768 		  PC Cornerstone: Learning for Living initiative 208,000

California State University Maritime Academy
200 Maritime Academy Drive
Vallejo,CA94590 		  PC Cornerstone: Learning for Living initiative 245,000

CIC Ohio Foundation of Independent Colleges and Universities
One Dupont Cir NW
Washington,DC20036 		  PC Transfer Pathways to the Liberal Arts initiative 16,000

Cooper Union for the Advancement of Science and Art
30 Cooper Sq Fl2
New York,NY10003 		  PC Cornerstone: Learning for Living initiative 25,000

Drexel University
3141 Chestnut Street Suite 103
Philadelphia,PA19104 		  PC Education for American Civic Life initiative 128,000

East Carolina University Foundation Inc
2200 Charles Blvd1100
Greenville,NC27858 		  PC Cornerstone: Learning for Living initiative 25,000

Emory University
201 Dowman Drive
Atlanta,GA30322 		  PC Cornerstone: Learning for Living initiative 25,000

Foundation for California Community Colleges
1102 Q Street Suite 4800
Sacramento,CA95811 		  PC Special Project: Fall 2024 INSPIRE Convening, Reimagining the Future of Teaching and Learning 25,000

George Fox University
414 N Meridian Street
Newberg,OR97132 		  PC Knowledge for Freedom initiative 100,000

Hollins University
Box 9625 7916 Williamson Road
Roanoke,VA24020 		  PC Knowledge for Freedom initiative 80,000

Houston Community College
3100 Main Street Suite 12B12 MC
1148
Houston,TX77002 		  PC Cornerstone: Learning for Living initiative 275,000

Iowa Association of Independent Colleges and Universities
3775 EP True Parkway 253
West Des Moines,IA50265 		  PC Transfer Pathways to the Liberal Arts initiative 110,000

Jack Miller Center and the Great Questions Foundation
3 Bala Plaza West Suite 401
Bala Cynwyd,PA19004 		  PC Cornerstone: Learning for Living initiative 78,000

Kennesaw State University
1000 Chastain Road
Kennesaw,GA30144 		  PC Knowledge for Freedom initiative 170,000

Kent State University
350 S Lincoln Street PO Box 5190
Kent,OH44242 		  PC Knowledge for Freedom initiative 166,666

Loyola University Chicago
820 N Michigan Avenue
Chicago,IL60611 		  PC Knowledge for Freedom initiative 100,000

Lyon College
2300 Highland Road
Batesville,AR72501 		  PC Cornerstone: Learning for Living initiative 175,000

Marshall University Research Foundation
One John Marshall Drive
Huntington,WV25755 		  PC Cornerstone: Learning for Living initiative 200,000

Minnesota Humanities Center
987 Ivy Ave E
St Paul,MN55106 		  PC Education for American Civic Life initiative 100,000

New England Board of Higher Education
45 Temple Place
Boston,MA02111 		  PC Transfer Pathways to the Liberal Arts initiative 143,000

Norfolk University
700 Park Avenue
Norfolk,VA23504 		  PC Cornerstone: Learning for Living initiative 28,125

North Carolina Independent Colleges & Universities
530 N Blount Street
Raleigh,NC27604 		  PC Transfer Pathways to the Liberal Arts initiative 262,500

North Central College
30 N Brainard Street
Naperville,IL60540 		  PC Knowledge for Freedom initiative 100,000

Nova Southeastern University
3301 College Avenue
Ft Lauderdale,FL33314 		  PC Knowledge for Freedom initiative 100,000

Oregon Alliance of Independent Colleges and Universities
8215 SW Tualatin Sherwood Road
Suite 200
Tualatin,OR97062 		  PC Transfer Pathways to the Liberal Arts initiative 52,900

Queens Community House
108-25 62nd Drive
Forest Hills,NY11375 		  PC Knowledge for Freedom initiative 165,000

Rhodes College
2000 N Parkway
Memphis,TN38112 		  PC Cornerstone: Learning for Living initiative 75,000

Sonoma State University
1801 East Cotati Avenue
Rohnert Park,CA949283609 		  PC Cornerstone: Learning for Living initiative 175,000

St Joseph's University
245 Clinton Avenue
Brooklyn,NY11205 		  PC Knowledge for Freedom initiative 85,000

State University of New York Eerie Community College
PO Box 9
Albany,NY12201 		  PC Cornerstone: Learning for Living initiative 25,000

State University of New York Genesco
PO Box 9
Albany,NY12201 		  PC Cornerstone: Learning for Living initiative 25,000

Trinity Washington University
125 Michigan Avenue NE
Washington,DC20017 		  PC Cornerstone: Learning for Living initiative 225,000

UMass Amherst
100 Venture Way Suite 201
Hadley,MA010359462 		  PC Knowledge for Freedom initiative 83,000

University of California Santa Cruz
1156 High Street
Santa Cruz,CA95064 		  PC Cornerstone: Learning for Living initiative 25,000

University of Guam
303 University Drive
Mangliao   96913
GQ 		  PC Knowledge for Freedom initiative 193,000

University of Montana
PO Box 7159
Missoula,MT59807 		  PC Cornerstone: Learning for Living initiative 25,000

University of North Carolina Wilmington
601 South College Road
Wilmington,NC28403 		  PC Education for American Civic Life initiative 110,000

University of North Dakota
264 Centennial Drive Stop 7127
Grand Forks,ND58202 		  PC Cornerstone: Learning for Living initiative 250,000

University of Puerto Rico - Mayaguez
PO Box 9000
Mayaguez   00680-9000
RQ 		  PC Cornerstone: Learning for Living initiative 100,000

University of Rhode Island
35 Campus Avenue
Kingston,RI02881 		  PC Knowledge for Freedom initiative 217,000

University of Rochester
PO Box 270032 300 East River Road
Rochester,NY14627 		  PC Education for American Civic Life initiative 70,000

University of Texas San Antonio
9011 Mountain Ridge Dirve Suite 150
Austin,TX78759 		  PC Knowledge for Freedom initiative 200,000

Ursuline College
2550 Lander Rd
Pepper Pike,OH44124 		  PC Cornerstone: Learning for Living initiative 100,000

Victoria College Foundation
2200 E Red River Street
Victoria,TX77901 		  PC Cornerstone: Learning for Living initiative 235,000

Virginia Foundation for Independent Colleges
901 East Byrd Street Suite 1625
Richmond,VA23219 		  PC Transfer Pathways to the Liberal Arts initiative 53,000

Washington College
300 Washington Avenue
Chestertown,MD21620 		  PC Knowledge for Freedom initiative 84,000

Waynesburg University
51 W College St
Waynesburg,PA15370 		  PC Knowledge for Freedom initiative 155,000

Yale University
PO Box 2038
New Haven,CT06521 		  PC Knowledge for Freedom initiative 120,000
Total ................................. right arrow 3b 6,008,191
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities .... 525990 146,678 14 3,255,096  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 441,792 18 13,480,527  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 588,470 16,735,623 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
17,324,093
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE TEAGLE FOUNDATION
 
Employer identification number

20-1370387
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE TEAGLE FOUNDATION
  		Employer identification number
20-1370387
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
NATIONAL ENDOWMENT FOR THE HUMANITIES
 
400 7TH STREET SW
 
WASHINGTON, DC20024

$ 1,014,625


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

$  


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

$  


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

$  


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

$  


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

$  


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

20-1370387
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE TEAGLE FOUNDATION
  		Employer identification number

20-1370387
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX PREPARATION 55,000 0   39,500
ACCOUNTING/BOOKKEEPING 101,335 0   101,940

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

TY 2023 DepreciationSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
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   242,147 203,279 SL 0 % 3,500 0    
FURNITURE & EQUIPMENT   234,011 201,631 SL 0 % 3,593 0    
PAINTINGS   30,480   SL 0 % 0 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Name of Bond End of Year Book Value End of Year Fair Market Value
Apax Europe VII, L.P. 13,913 13,913

TY 2023 InvestmentsCorpStockSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Name of Stock End of Year Book Value End of Year Fair Market Value
ExxonMobil Corporation 3,957,250 3,957,250
Vanguard S&P 500 ETF 24,153,576 24,153,576
Vanguard Total World Stock Index Fund 29,536,112 29,536,112

TY 2023 InvestmentsGovtObligationsSch
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
US Government Securities - End of Year Book Value:

23,639,628
US Government Securities - End of Year Fair Market Value:

23,639,628
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Advisors 01, L.P. FMV 1,409,986 1,409,986
Advisors 02, L.P. FMV 467,241 467,241
Alpine Investors VI, L.P. FMV 2,263,214 2,263,214
Alpine Investors VII, L.P. FMV 1,054,081 1,054,081
Alpine Investors VIII, L.P. FMV 717,318 717,318
Anatole Partners Enhanced, LTD FMV 1,371,196 1,371,196
Anatole Partners Long Only, L.P. FMV 68,065 68,065
Asian Infrastructure & Related Resource Opportunity Fund FMV 518,000 518,000
Balboa Retail Fund II, L.P. FMV 552,114 552,114
Biotechnology Value Fund II FMV 4,750,724 4,750,724
BLC II Fund B, L.P. FMV 504,542 504,542
Boldstart Opportunities II, L.P. FMV 263,019 263,019
Boldstart Opportunities III, L.P. FMV 74,842 74,842
Boldstart Opportunities VI, L.P. FMV 41,205 41,205
Boldstart Ventures V, L.P. FMV 67,227 67,227
Boulder Ridge Estates, LLC FMV 263,366 263,366
Defy Partners II, L.P. FMV 640,152 640,152
Denham Mining Fund, L.P. FMV 1,258,285 1,258,285
Fairmount Healthcare Fund II, L.P. FMV 6,544,307 6,544,307
Flexpoint Ford FMV 776,863 776,863
Fuel Capital III, L.P. FMV 198,411 198,411
GSV Acceleration Fund I, L.P. FMV 375,948 375,948
HarbourVest Partners V-Direct Fund FMV 10,453 10,453
HarbourVest Partners V-Partnership Fund FMV 10,231 10,231
HighBrook Propery Fund III, LP FMV 329,876 329,876
Hopu Magnolia FMV 303,102 303,102
India Property Fund, LLC FMV 24,767 24,767
Industrial Growth Partners V FMV 284,689 284,689
Industrial Growth Partners VI FMV 130,801 130,801
Insolve Global Credit Feeder Fund III, L.P. FMV 1,736,102 1,736,102
Insolve Global Credit Feeder Fund IV, L.P. FMV 1,303,814 1,303,814
Insolve Global Credit Feeder Fund V, L.P. FMV 2,819,545 2,819,545
Kimmeridge Mineral Fund, L.P. FMV 1,196,905 1,196,905
Knightsbridge Venture Capital VI, L.P. FMV 1,146,460 1,146,460
Lion Point International, Ltd. FMV 213,447 213,447
Luminate Capital Partners, L.P. FMV 682,831 682,831
Luminate II Capital Partners, L.P. FMV 1,407,701 1,407,701
Luminate III Capital Partners, L.P. FMV 681,548 681,548
Maverick Lien Fund V, L.P. FMV 454,248 454,248
MCR Hospitality Fund, L.P. FMV 648,519 648,519
Other FMV 7,077 7,077
Park Presidio Capital Fund, Ltd. FMV 1,833,270 1,833,270
Parvus European Opportunities Fund, L.P. FMV 10,223,655 10,223,655
Pearl I Energy Investments, L.P. FMV 716,023 716,023
Pearl II Energy Investments, L.P. FMV 341,491 341,491
RA Capital Healthcare International Fund, Ltd. FMV 515,529 515,529
Ridgeview Land Ventures, LLC FMV 57,176 57,176
Riverstone Energy FMV 3,238 3,238
SCGE Offshore Fund, L.P. FMV 1,861,983 1,861,983
Sierra Hills Investors, LLC FMV 71,263 71,263
Siguler Guff Brazil Special Situations Fund I FMV 1,550,162 1,550,162
Siguler Guff Brazil Special Situations Fund II FMV 650,376 650,376
Sycamore Partners III, L.P. FMV 809,244 809,244
SYN Ventures Fund II LP FMV 96,907 96,907
SYN Ventures Fund LP FMV 1,001,565 1,001,565
TEN ELEVEN PARTNERS FMV 66,107 66,107
TIFF Keystone Fund, L.P. FMV 8,788,488 8,788,488
Tiger Global Long Opportunities, Ltd. FMV 596,805 596,805
Tiger X Global Private Investment Partners, L.P. FMV 2,039,059 2,039,059
Tiger XI Global Private Investment Partners, L.P. FMV 1,057,720 1,057,720
Tiger XII Global Private Investment Partners, L.P. FMV 754,304 754,304
Tiger XIV Global Private Investment Partners, L.P. FMV 415,731 415,731
West Bickford Holdings, LLC FMV 248,418 248,418
Whale Rock Capital FMV 363,344 363,344
Will Ventures II LLC FMV 88,387 88,387
Zhen Partners VII, L.P. FMV 54,712 54,712
Princeton Equity Partners FMV 92,987 92,987
Alpine Investors IX, L.P. FMV 90,358 90,358
Lion Point International, Ltd. FMV 11 11
Flexpoint Ford V FMV 66,238 66,238
01 Advisors 03 FMV 10,742 10,742

TY 2023 LandEtcSchedule2
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 242,147 206,779 35,368  
FURNITURE & EQUIPMENT 234,011 205,224 28,787  
PAINTINGS 30,480 0 30,480  


TY 2023 LegalFeesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 10,666 0   12,695


TY 2023 OtherAssetsSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSETS 638,693 2,692,629 2,692,629


TY 2023 OtherDecreasesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Description Amount
CHANGE IN DEFERRED TAX 17,574


TY 2023 OtherExpensesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 29,527 0   29,728
STATIONARY, POSTAGE AND SUPPLIES 2,598 504   2,247
COMPUTER SUPPORT 46,194 8,966   34,430
MAINTENANCE & REPAIRS 25,349 4,920   21,580
DUES 9,631 317   9,314
EXXON SCHOLARSHIP MGT. EXP. 40,000 0   47,000
OFFICE EQUIPMENT, FURNITURE, ETC. 53,096 10,680   43,759
WEBSITE 37,328 7,245   30,083
INTERN 5,145 0   5,239
INCENTIVES 3,798 737   2,659
POSTAGE 211 41   170
OTHER 14,777 0   14,777


TY 2023 OtherIncreasesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Description Amount
CHANGE IN UNREALIZED APPRECIATION 1,134,379


TY 2023 OtherLiabilitiesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 490,805 508,379
LEASE PAYABLE 642,613 2,806,885
FEDERAL EXCISE AND UBI TAXES PAYABLE 0 172,458


TY 2023 OtherProfessionalFeesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 750,538 750,538   0
INVESTMENT CONSULTING 698,382 698,382   0
PROGRAM CONSULTING 52,850 0   33,037
CONSULTING 11,533 136   17,450
PAYROLL FEES 16,481 0   16,481
HONORARIA AND ADVISORY COUNCIL 0 0   15,250
MEDIA RELATIONS 144,089 0   132,089


TY 2023 TaxesSchedule
Name:
THE TEAGLE FOUNDATION
EIN:
20-1370387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE AND UBIT TAX 385,780 0   0