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
SURDNA FOUNDATION INC
ATT MARC DE VENOGE
% MATTHEW WALEGIR CONTROLLER
Number and street (or P.O. box number if mail is not delivered to street address)200 MADISON AVENUE FL 25
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10016
A Employer identification number

13-6108163
B Telephone number (see instructions)

(212) 557-0010
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$1,163,466,026J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,900,370 4,900,370  
4 Dividends and interest from securities...   12,154,504  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,923,985
b Gross sales price for all assets on line 6a 35,054,321
7 Capital gain net income (from Part IV, line 2)... 2,349,479
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
40,141,863 5,261,452  
12 Total. Add lines 1 through 11........ 56,966,218 24,665,805  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,135,214 108,187   1,918,841
14 Other employee salaries and wages...... 3,290,054     3,290,054
15 Pension plans, employee benefits....... 1,969,206 33,810   1,912,857
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
59,066 11,601 0 47,465
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
174,218 35,375 0 138,843
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,453,657 2,802,460 0 1,651,197
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
378,445 327,766 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
154,053    
20 Occupancy.............. 969,165     969,165
21 Travel, conferences, and meetings....... 750,322     750,322
22 Printing and publications.......... 32,752     32,752
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
757,717 12,652,100 0 757,717
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,123,869 15,971,299 0 11,469,213
25 Contributions, gifts, grants paid....... 61,938,680 58,875,114
26 Total expenses and disbursements. Add lines 24 and 25 77,062,549 15,971,299 0 70,344,327
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,096,331
b Net investment income (if negative, enter -0-) 8,694,506
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......... 38,143,225 94,415,357 94,415,357
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 181,252 198,544 198,544
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 67,720,183 Click to see attachment
List of Attached Documents:
// Content
27,193,880 		27,193,880
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,019,005,568 Click to see attachment
List of Attached Documents:
// Content
1,019,286,964 		1,019,286,964
14 Land, buildings, and equipment: basis right arrow2,938,992
Less: accumulated depreciation (attach schedule) right arrow1,493,558 1,473,356 Click to see attachment
List of Attached Documents:
// Content
1,445,434 		1,445,434
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
40,109,122 		Click to see attachment
List of Attached Documents:
// Content
20,925,847 		Click to see attachment
List of Attached Documents:
// Content
20,925,847
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,166,632,706 1,163,466,026 1,163,466,026
Liabilities 17 Accounts payable and accrued expenses.......... 665,361 834,617
18 Grants payable................. 65,506,621 68,424,311
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
8,043,515 		Click to see attachment
List of Attached Documents:
// Content
7,343,178
23 Total liabilities (add lines 17 through 22)......... 74,215,497 76,602,106
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........... 1,092,417,209 1,086,863,920
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)..... 1,092,417,209 1,086,863,920
30 Total liabilities and net assets/fund balances (see instructions). 1,166,632,706 1,163,466,026
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
1,092,417,209
2
Enter amount from Part I, line 27a .....................
2
-20,096,331
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,543,042
4
Add lines 1, 2, and 3 ..........................
4
1,086,863,920
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,086,863,920
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 SALE OF PUBLICLY TRADED SECURITIES - LT      
b NET CAPITAL GAIN FROM PARTNERSHIPS      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 33,344,319   32,704,842 639,477
b 1,710,002     1,710,002
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       639,477
b       1,710,002
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,349,479
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) 1 120,854
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 120,854
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- ..... 5 120,854
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,277,090
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,277,090
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 1,156,236
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,156,236 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA, NY
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.SURDNA.ORG
14
The books are in care ofright arrowMATTHEW WALEGIR CONTROLLER Telephone no.right arrow (212) 557-0010

Located atright arrow200 MADISON AVENUENEW YORKNY ZIP+4right arrow10016
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DONALD CHEN PRESIDENT/CEO
40.0 		673,270 127,459 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
MARC DE VENOGE VP FINANCE AND INVESTING
40.0 		540,934 112,699 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
JONATHAN GOLDBERG VP LEARNING & IMPACT
40.0 		332,864 101,838 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
ADAM CONNAKER Director, Impact Investing
40.0 		270,263 77,784 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
ELIZABETH CAHILL VP, COMMUNICATIONS & ENGAGE.
40.0 		317,883 92,099 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
CAITLIN BOGER-HAWKINS CHAIRPERSON
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Shari T Wilson Vice Chairperson
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Peter C Voorhees Secretary/Treasurer
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Amachie Ackah DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Davis Benedict DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Michelle DePass DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Cameron Griffith DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
MIGUEL SANTANA DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Ommeed Sathe DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Elizabeth Shogren DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Timothy D Thorpe DIRECTOR
1.0 		0 0 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
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
PATRICE GREEN VP, PROGRAMS
40.0 		311,650 56,791 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
MATT WALEGIR CONTROLLER & MNGR
40.0 		248,261 100,436 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
ASHRUFA FARUQEE DIR, ANDRUS FAM FD
40.0 		243,900 97,439 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
JASMIN CASTILLO HEAD OF ADMIN.
40.0 		216,800 100,197 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
JOSHUA ELLIOTT DIR, PEOPLE & CULT.
40.0 		216,800 47,600 0
200 MADISON AVENUE FL 25
NEW YORK,NY10016
Total number of other employees paid over $50,000...................right arrow 16
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
CAMBRIDGE ASSOCIATES INVESTMENT CONSULT. 1,700,000
100 SUMMER STREET
BOSTON,MA02110
THE NORTHERN TRUST COMPANY CUSTODIAL BANK 482,232
50 S LASALLE STREET
CHICAGO,IL60675
BDO USA AUDIT & TAX 295,718
200 PARK AVENUE 38TH FLOOR
NEW YORK,NY10016
Estolano Advisors GRANT STRATEGY ADV. 0
801 South Grand Avenue Suite 200
LOS ANGELES,CA90017
Authentic Coaching and Consulting COACHING & CONSULT. 161,635
75 Bainbridge STREET
BROOKLYN,NY11233
Total number of others receiving over $50,000 for professional services.............right arrow11
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 INVESTMENT IN PINKY PROMISE (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 800,000
2 INVESTMENT IN CHICAGO TREND CORPORATION (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) 723,625
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
417,498
Total. Add lines 1 through 3.........................right arrow1,941,123
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
156,372,314
b
Average of monthly cash balances.......................
1b
42,059,256
c
Fair market value of all other assets (see instructions)................
1c
908,619,010
d
Total (add lines 1a, b, and c).........................
1d
1,107,050,580
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,107,050,580
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,605,759
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,090,444,821
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
54,522,241
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
54,522,241
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
120,854
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
120,854
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
54,401,387
4
Recoveries of amounts treated as qualifying distributions................
4
1,219,527
5
Add lines 3 and 4............................
5
55,620,914
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
55,620,914
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
70,344,327
b
Program-related investments—total from Part VIII-B..................
1b
1,941,123
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
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
72,285,450
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 55,620,914
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 3,062,774
c From 2020...... 482,525
d From 2021......  
e From 2022...... 6,612,473
f Total of lines 3a through e ........ 10,157,772
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 72,285,450
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 55,620,914
e Remaining amount distributed out of corpus 16,664,536
5 Excess distributions carryover applied to 2023.    
(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 26,822,308
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		26,822,308
10 Analysis of line 9:
a Excess from 2019.... 3,062,774
b Excess from 2020.... 482,525
c Excess from 2021....  
d Excess from 2022.... 6,612,473
e Excess from 2023.... 16,664,536
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SURDNA FOUNDATION INC
200 MADISON AVENUE
NEW YORK,NY10016
(212) 557-0010
bThe form in which applications should be submitted and information and materials they should include:
SURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. WWW.SURDNA.ORG
cAny submission deadlines:
THERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH T
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE SURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES - COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, INCLUSIVE ECONOMIES, AND THRIVING CULTURES. FOR OVER FIVE GENERATIONS, THE FOUNDATION HAS BEEN GOVERNED LARGELY BY DESCENDANTS OF JOHN E. ANDRUS AND HAS DEVELOPED A TRADITION OF INNOVATIVE SERVICE FOR THOSE IN NEED OF HELP OR OPPORTUNITY. HTTPS://SURDNA.ORG/PROSPECTIVE-GRANTEES/
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

2164

445 Park Avenue Suite 16A
New York,NY10022 		No relationship PC General Support 8,925

A Jewish Voice for Peace

1611 Telegraph Avenue Ste 1020
Oakland,CA94612 		No relationship PC General Support 1,000

Acting Without Boundaries

750 E Haverford Road
Bryn Mawr,PA19010 		No relationship PC General Support 4,000

Action Center on Race and the Economy Institute

1901 West Carroll Avenue 3rd Floor
Chicago,IL60612 		No relationship PC General Support 87,500

Action St Louis

4138 Grand Blvd
St Louis Cit,MO63107 		No relationship PC General Support 50,000

Addison County Community Trust

272 Main St PO Box 311
Vergennes,VT05491 		No relationship PC General Support 5,000

Advance Peace

440 Civic Center Plaza Suite 360
Richmond,CA94804 		No relationship PC General Support 50,000

AI for the People Inc

2 St Felix Place
Brooklyn,NY11217 		No relationship PC General Support 250,000

Alight

1325 Quincy St NE Ste A1
Minneapolis,MN55413 		No relationship PC General Support 2,500

ALIGN the Alliance for a Greater New York

50 Broadway 29th Fl
New York,NY10004 		No relationship PC General Support 200,000

Alliance For Justice

Eleven Dupont Circle NW Suite 500
Washington,DC20036 		No relationship PC General Support 50,000

Allied Media Projects Inc

4126 Third St
Detroit,MI48201 		No relationship PC General Support 375,000

Alternate ROOTS Inc

1207 Caroline St
Atlanta,GA30307 		No relationship PC General Support 475,000

Amalgamated Charitable Foundation - BuildUS

1825 K Street NW
Washington,DC20006 		No relationship PC General Support 650,500

Amazon Conservation

1012 14th Street NW Suite 625
Washington,DC20005 		No relationship PC General Support 2,500

American Friends of Magen David Adom

20 W 36th Street Suite 1100
New York,NY10018 		No relationship PC General Support 1,250

American Friends of the Parents Circle

4 E 95th Ave 5C
New York,NY10128 		No relationship PC General Support 1,000

Amherst College Trustees

Smith House PO Box 5000
Amherst,MA010025000 		No relationship PC General Support 20,000

Amigos De Los Corales De Tela

6100 Twin Ledge Cove
Austin,TX78731 		No relationship PC General Support 5,000

Apoyo Legal al Emprendimiento Comunitario Inc

PO BOX 2000
CAGUAS,PR00726 		No relationship PC General Support 150,000

Appalachian Mountain Club

5 Joy Street
Boston,MA02108 		No relationship PC General Support 10,000

Arlington Community Foundation

4601 N Fairfax Drive Suite 1050
Arlington,VA22203 		No relationship PC General Support 20,000

Asian American Coalition for Children & Families

50 Broad Street Suite 1701
New York,NY10004 		No relationship PC General Support 5,000

Asian American Federation Inc

120 Wall Street 9th Floor
New York,NY10005 		No relationship PC General Support 3,480

Asian Americans Advancing Justice

500 Oakbrook Parkway Suite 148
Norcross,GA30098 		No relationship PC General Support 647,000

Asian AmericansPacific Islanders in Philanthropy

300 Frank Ogawa Plaza
Oakland,CA94612 		No relationship PC General Support 135,000

Asian and Pacific Islander American Vote

1612 K Street NO Suite 600
Washington,DC20006 		No relationship PC General Support 150,000

Asian Health Services - Vincent Chin Institute

818 Webster Street
Oakland,CA94607 		No relationship PC General Support 50,000

Asian Pacific Environmental Network

426 17th Street Suite 500
Oakland,CA94612 		No relationship PC General Support 150,000

Aspen Institute

2300 N Street NW
Washington,DC20037 		No relationship PC General Support 250,000

Aspiration - Proof

PO Box 880264
San Francisco,CA941880264 		No relationship PC General Support 100,000

Association of Black Foundation Executives Inc

42 Broadway
New York,NY10004 		No relationship PC General Support 125,000

AsylumWorks

2121 Decatur Pl NW Suite 4
Washington,DC20008 		No relationship PC General Support 10,000

Aubin Pictures

136 Grand Street 5EF
New York,NY10013 		No relationship PC General Support 250,000

B Lab Company

155 E Lancaster Avenue 2nd Floor
Wayne,PA19087 		No relationship PC General Support 10,000

Baitulmaal

2300 Valley View Ln 370
Irving,TX75062 		No relationship PC General Support 3,940

Barnes Foundation

2025 Benjamin Franklin Parkway
Philadelphia,PA19130 		No relationship PC General Support 4,500

Bend the Arc

330 7th Ave
New York,NY10001 		No relationship PC General Support 125,000

Black Farmer Fund

2161 Prospect Ave
Bronx,NY10457 		No relationship PC General Support 100,000

Black Girls Film Camp

3540 Toringdon Way Suite 200-130
Charlotte,NC28277 		No relationship PC General Support 45,000

Black Innovation Alliance

1954 Airport Road 1107
Atlanta,GA30341 		No relationship PC General Support 150,000

Black Trans Femmes in the Arts Inc

141 Flushing Avenue Building 77 S
Brooklyn,NY11205 		No relationship PC General Support 50,000

BlackStar Projects Inc

1901 S 9th Street
Philadelphia,PA19148 		No relationship PC General Support 300,000

BoardSource

750 9th Street
Washington,DC20001 		No relationship PC General Support 25,000

Borealis Philanthropy

126 N 3rd St STE 500
Minneapolis,MN55401 		No relationship PC General Support 125,000

Boston Foundation

75 Arlington Street
Boston,MA02116 		No relationship PC General Support 2,500

Boston Impact Initiative Fund

PO Box 300443
Jamaica Plain,MA02130 		No relationship PC General Support 200,000

Brandeis University

415 South Street MS126
Waltham,MA02453 		No relationship PC General Support 375

Bread & Roses Community Fund

1315 Walnut Street
Philadelphia,PA19107 		No relationship PC General Support 15,000

Breast Cancer Prevention Partners

1388 Sutter Street Suite 400
San Francisco,CA941095400 		No relationship PC General Support 3,000

Bright Prospect

1460 E Holt Avenue Suite 74
Pomona,CA91767 		No relationship PC General Support 10,000

California Environmental Justice Alliance

1820 Jefferson Street
Oakland,CA94612 		No relationship PC General Support 150,000

California Youth Connection

C/O Foster Youth in Action
Emeyville,CA94608 		No relationship PC General Support 75,000

Campaign for the Fair Sentencing of Youth

1319 F St NW
Washington,DC20004 		No relationship PC General Support 100,000

Candid

32 Old Slip 24th Floor
New York,NY10005 		No relationship PC General Support 25,000

Cantus

1202 Marquette Ave S Suite 100
Minneapolis,MN55403 		No relationship PC General Support 5,000

Center for Coalfield Justice

14 East Beau Street
Washington,PA15301 		No relationship PC General Support 250,000

Center for Cultural Innovation

244 South San Pedro Street Suite
Los Angeles,CA90012 		No relationship PC General Support 350,000

Center for Economic Democracy

434 Massachusetts Avenue
Boston,MA02118 		No relationship PC General Support 250,000

Center for Effective Philanthropy

675 Massachusetts Avenue 7th Floor
Cambridge,MA02139 		No relationship PC General Support 50,000

Center for Evaluation Innovation

1660 L St NW Suite 450
Washington,DC20036 		No relationship PC General Support 100,000

Center for Heirs Property Preservation

1535 Sam Rittenberg Blvd
Charleston,SC29407 		No relationship PC General Support 150,000

Center for Independent Documentary

55 Green Street
Newton,CA02458 		No relationship PC General Support 150,000

Center for Law and Social Policy

1200 18th Street NW
Washington,DC20036 		No relationship PC General Support 75,000

Center for Nuleadership on Human Justice & Healing

7 Marcus Garvey Blvd 2nd Floor
Brooklyn,NY11206 		No relationship PC General Support 75,000

Center for Popular Democracy

449 Troutman Street Suite A
Brooklyn,NY11237 		No relationship PC General Support 75,000

Center for Story-based Strategy

654 13th Street
Oakland,CA94612 		No relationship PC General Support 275,000

Cha-Ami Japanese Cultural Center

7215 116thPl N Champlin
Champlin,MN55316 		No relationship PC General Support 5,000

Chewonki Foundation Inc

485 Chewonki Neck Road
Wiscasset,ME04578 		No relationship PC General Support 24,000

Children of Promise NYC

54 MacDonough St
Brooklyn,NY11216 		No relationship PC General Support 20,000

Children's Aid Society

711 Third Avenue Suite 700
New York,NY10017 		No relationship PC General Support 20,000

Chinese Progressive Association

1042 Grant Ave 5th Floor
San Francisco,CA94133 		No relationship PC General Support 425,000

Cincinnati USA Regional Chamber Foundation

3 East 4th Street Suite 200
Cincinnati,OH45202 		No relationship PC General Support 400,000

Climate Justice Alliance

Movement Strategy Center
Oakland,CA94612 		No relationship PC General Support 200,000

Coalition for Juvenile Justice

1319 F Street NW Suite 402
Washintgon,DC20004 		No relationship PC General Support 50,000

Coalition For the Homeless

129 Fulton Street
New York,NY10038 		No relationship PC General Support 10,000

Code Fever Miami

937 NW 3rd Ave
Miami,FL33136 		No relationship PC General Support 175,000

Collegebound Foundation

2601 Howard St Suite 210
Baltimore,MD21218 		No relationship PC General Support 60,000

ColorOfChangeorg Education Fund

1714 Franklin St Ste 100-136
Oakland,CA94612 		No relationship PC General Support 400,000

Committee Against Anti-Asian Violence

55 Hester Street Storefront
New York,NY10002 		No relationship PC General Support 150,000

Common Counsel Foundation

1624 Franklin Street
Oakland,CA94612 		No relationship PC General Support 650,000

Common Future

2323 Broadway
Oakland,WA94612 		No relationship PC General Support 280,000

Common Justice

540 Atlantic Avenue 4th Floor
Brooklyn,NY11217 		No relationship PC General Support 65,000

Communities United

1742 N Natchez
Chicago,IL60707 		No relationship PC General Support 90,000

Communities United for Restorative Youth Justice

4749 N Kedzie
Chicago,IL60625 		No relationship PC General Support 50,000

Community Connections for Youth Inc

369 East 149th Street
Bronx,NY10455 		No relationship PC General Support 100,000

Community Foundation of Collier County

1110 Pine Ridge Road Ste 210
Naples,FL34108 		No relationship PC General Support 5,000

Community Initiatives-Live Free USA

1000 Broadway Suite 480
Oakland,CA94607 		No relationship PC General Support 75,000

Community LIFT

119 S Court Suite 100
Memphis,TN38103 		No relationship PC General Support 362,600

Community Movement Builders

3401 Lantern View Ln
Scottsdale,GA30079 		No relationship PC General Support 100,000

Congregation Beth Ahm

274 Garfield Place
Brooklyn,NY11215 		No relationship PC General Support 1,000

Corbin Hill Food Project

475 Riverside Drive Suite 244
New York,NY10015 		No relationship PC General Support 100,000

Creative Justice Initiative

930 Grand Concourse
Bronx,NY10451 		No relationship PC General Support 30,000

Credible Messenger Mentoring Movement

1200 U Street NW
Washington,DC20009 		No relationship PC General Support 50,000

Darfur Women Action Group

1629 K St NW Suite 300
Washington,DC20006 		No relationship PC General Support 750

Designing Justice Designing Spaces

1423 Broadway
Oakland,CA94612 		No relationship PC General Support 250,000

Desis Rising Up & Moving

72-18 Roosevelt Avenue
Jackson Heights,NY11372 		No relationship PC General Support 10,000

Detroit Educational Television Foundation

48325 Alpha Drive Suite 150
Wixom,MI48393 		No relationship PC General Support 500

Didtechnology Inc

625 Broad Street
Newark,NJ07102 		No relationship PC General Support 250,000

Doctors Without Borders

333 7th Avenue 2nd Floor
New York,NY100045004 		No relationship PC General Support 13,250

East Bay Community Foundation

200 Frank Ogawa Plaza
Oakland,CA94612 		No relationship PC General Support 475,000

Economic Policy Institute

1225 Eye St NW Suite 600
Washington,DC20005 		No relationship PC General Support 350,000

Educational Resources - The Miami Valley School

5151 Denise Drive
Dayton,OH45429 		No relationship PC General Support 15,000

Efforts of Grace Inc

1712 Oretha Castle Haley Blvd
New Orleans,LA70113 		No relationship PC General Support 350,000

Ella Baker Center for Human Rights

1970 Broadway Suite 1125
Oakland,CA94612 		No relationship PC General Support 50,000

Emerald Cities Collaborative Inc

1140 Connecticut Ave NW Suite 121
Washington,DC20036 		No relationship PC General Support 100,000

Emerging Practitioners in Philanthropy

201 N Union Street Suite 110
Alexandria,VA22314 		No relationship PC General Support 75,000

Environmental Defense Fund

257 Park Avenue South
New York,NY10010 		No relationship PC General Support 10,000

Episcopal Academy

1785 Bishop White Drive
Newtown Square,PA19073 		No relationship PC General Support 14,500

Equal Justice Initiative

122 Commerce Street
Montgomery,AL36104 		No relationship PC General Support 371,746

Exodus Transitional Community

2271 THIRD AVENUE 2ND FLOOR
new york,NY10035 		No relationship PC General Support 3,000

Fair Food Network

205 E Washington St Suite B
Ann Arbor,MI48104 		No relationship PC General Support 250,000

Faith in Indiana

212 W 10th Street Suite F175
Indianapolis,IN46202 		No relationship PC General Support 50,000

Families and Friends of LA Incarcerated Children

1307 Oretha Castle Haley Blvd
New Orleans,LA70113 		No relationship PC General Support 50,000

Family Values at Work A Multi-State Consortium

207 E Buffalo St Suite 211
Milwaukee,WI53202 		No relationship PC General Support 200,000

Filmmakers Collaborative-MA

6 Eastman Place 202
Melrose,MA02176 		No relationship PC General Support 7,000

Financial Services Stakeholder Project NFP

2513 N Central Park Avenue
Chicago,IL60647 		No relationship PC General Support 125,000

Firelight Media Inc

2090 Adam Clayton Powell JrBoulev
New York,NY10027 		No relationship PC General Support 125,000

Florida Gulf Coast University Foundation Inc

10501 FGCU Blvd
South Fort Myers,FL33965 		No relationship PC General Support 5,000

Foundation for Louisiana

4354 S Sherwood Forest Blvd
Baton Rouge,LA70816 		No relationship PC General Support 250,000

Founders First Community Development Corporation

9920 Pacific Heights Blvd
San Diego,CA92121 		No relationship PC General Support 48,000

Fractured Atlas Productions Inc

248 West 35th Street
New York,NY100012505 		No relationship PC General Support 500,000

Free Press

1025 Connecticut Ave NW Suite 111
Washington,DC20036 		No relationship PC General Support 150,000

Freedom Community Center

3450 Ohio Ave
St Louis,MO63118 		No relationship PC General Support 50,000

Fund for the City of New York - JMAC for Families

121 Avenue of the Americas 6th FL
New York,NY10013 		No relationship PC General Support 78,750

Funders for Lesbian and Gay Issues Inc

45 West 36th Street 8th Floor
New York,NY10018 		No relationship PC General Support 85,000

Fusion Partnerships Inc

1601 Guilford Avenue 2 South
Baltimore,MD21202 		No relationship PC General Support 50,000

Georgia WAND Education Fund Inc

250 Georgia Avenue
Atlanta,GA30312 		No relationship PC General Support 50,000

Girls for Gender Equity Inc

25 Chapel Street
Brooklyn,NY11201 		No relationship PC General Support 75,000

God's Love We Deliver

166 Avenue of the Americas
New York,NY10013 		No relationship PC General Support 2,000

Good Jobs First

1616 P Street NW
Washington,DC20036 		No relationship PC General Support 200,000

Good Nation Foundation (formerly PolicyLink)

100 Crosby St Suite 301
New York,NY10012 		No relationship PC General Support 50,000

Good Old Lower East Side Inc

173 Avenue B
New York,NY10009 		No relationship PC General Support 90,000

Grantmakers Concerned with Immigrants & Refugees

P O BOX 2178
Petaluma,CA94953 		No relationship PC General Support 50,000

Grantmakers for Effective Organizations

1310 L Street NW 650
Washington,DC20005 		No relationship PC General Support 50,000

Grantmakers in the Arts

522 Courtlandt Avenue
Bronx,NY104515008 		No relationship PC General Support 100,000

Grassroots Global Justice

2000 14th St NW Ste 104 73768
Washington,MD20056 		No relationship PC General Support 137,500

Greater New Orleans Foundation

919 St Charles Avenue
New Orleans,LA70130 		No relationship PC General Support 200,000

Greenlining Institute

360 14th Street 2nd Floor
Oakland,CA94602 		No relationship PC General Support 155,000

GRID Alternatives - Tribal Solar Accelerator Fund

1171 Ocean Avenue Suite 200
Oakland,CA94608 		No relationship PC General Support 17,500

Grist Magazine

1201 Western Avenue Suite 410
Seattle,WA98101 		No relationship PC General Support 10,000

Grounded Solutions Network

PO Box 70724
Oakland,CA94612 		No relationship PC General Support 25,000

Groundswell Fund

548 Market Street 49734
San Francisco,CA94104 		No relationship PC General Support 403,750

HASER Inc - Casa Pueblo

PO Box 649 St Just Station
Saint Just,PR009780649 		No relationship PC General Support 100,000

Hastings Historical Society

407 Broadway
HastingsonHudson,NY10706 		No relationship PC General Support 750

Hawaii Community Foundation

444 Hna Hwy Ste 201
Kahului,HI96732 		No relationship PC General Support 500

Health Tech for Medicaid - CultureBanx

5627 Telegraph Avenue Suite 222
Oakland,CA94609 		No relationship PC General Support 75,000

Hester Street

113 Hester Street
New York,NY10002 		No relationship PC General Support 475,000

Higher Purpose Co

130 Desoto Ave Suite 10
Clarksdale,MS38614 		No relationship PC General Support 190,000

Highlander Research & Education Center Inc

1959 Highlander Way
New Market,TN37820 		No relationship PC General Support 425,000

Hillman Accelerator

1311 Vive Street
Cincinnati,OH45202 		No relationship PC General Support 200,000

Hispanics In Philanthropy

414 13th Street Suite 200
Oakland,CA94612 		No relationship PC General Support 213,000

I Love Venezuela Foundation

7747 Atlantic Way
Miami,FL33141 		No relationship PC General Support 20,000

ICA Fund

1714 Franklin St
Oakland,CA94612 		No relationship PC General Support 155,000

ICNA Relief

1529 Jericho Turnpike
New Hyde Park,NY11040 		No relationship PC General Support 2,500

IllumiNative

320 South Boston Avenue Suite 1800
Tulsa,OK74103 		No relationship PC General Support 2,500

Immokalee Foundation

4316 Upton Avenue South 206
Minneapolis,MN55410 		No relationship PC General Support 5,000

Impact Charitable - Mission Driven Finance

1536 Wynkoop Street Suite 223
Denver,CO80202 		No relationship PC General Support 150,000

Impact Experience Institute

1700 Jones Street Apt 1
San Francisco,CA94109 		No relationship PC General Support 25,000

ImpactAssets Inc - Illumen Capital

7315 Wisconsin Ave Ste 1000W
Bethesda,MD20814 		No relationship PC General Support 25,000

Indigenous Environmental Network

PO Box 485
Bemidji,MN56619 		No relationship PC General Support 125,000

Inquiring Systems Inc

101 Brookwood Ave
Santa Rosa,CA95404 		No relationship PC General Support 100,000

Institute for Nonprofit Practice

89 South Street Suite LL02
Boston,MA02111 		No relationship PC General Support 435,000

Institute for Policy Studies

6930 Piney Branch Road NW
Washington,DC20012 		No relationship PC General Support 75,000

International Economic Development Council

1275 K St NW
District of Columbia,DC20005 		No relationship PC General Support 25,000

International Justice Mission

PO Box 2227
Arlington,VA22202 		No relationship PC General Support 2,500

Interreligious Foundation for Community Org

418 West 145th
New York,NY10031 		No relationship PC General Support 50,000

Ironbound Community Corporation

317 Elm St
Newark,NJ07105 		No relationship PC General Support 150,000

Isaac Agree Downtown Synagogue

1457 Griswold Street
Detroit,MI48226 		No relationship PC General Support 1,000

Jeremiah Program

615 1st Ave Northeast Ste 210
Minneapolis,MN55413 		No relationship PC General Support 5,000

Jobs to Move America

525 Hewitt Street
Los Angeles,CA90013 		No relationship PC General Support 500,000

Jobs with Justice Education Fund

1616 P Street NW Suite 150
Washington,DC20036 		No relationship PC General Support 675,000

John E Andrus Memorial Inc

185 Old Broadway
HastingsonHudson,NY10706 		No relationship PC General Support 2,000,000

Johns Hopkins University

Dept of Gynecology and Obstetrics
Baltimore,MD21287 		No relationship PC General Support 30,000

Julia Dyckman Andrus Memorial

1156 North Broadway
Yonkers,NY10701 		No relationship PC General Support 2,000,000

Just Capital Foundation (incl amendment)

44 East 30th Street 11th Floor
New York,NY10016 		No relationship PC General Support 275,000

Justice Funders

436 14th Street Suite 700
Oakland,CA94612 		No relationship PC General Support 200,000

Juvenile Law Center

1315 Walnut Street Suite 400
Philadelphia,PA19107 		No relationship PC General Support 100,000

Kashif Incubator

126 13th Street 4R
Brooklyn,NY11215 		No relationship PC General Support 200,000

Kentucky Coalition Inc

PO Box 145
London,KY40743 		No relationship PC General Support 150,000

Khmer Girls in Action

1355 Redondo Ave Suite 9
Long Beach,CA90804 		No relationship PC General Support 1,000

KI Jones PTA

2001 Winston Drive
Fairfield,CA94534 		No relationship PC General Support 5,000

Latino Business Action Network

297 Commercial Street
San Jose,CA95112 		No relationship PC General Support 440,000

Lead By Example and Reverse the Trend

8 W 126th St
New York,NY10027 		No relationship PC General Support 100,000

Learning Alliance

2066 14th Ave Suite 102
Vero Beach,FL32960 		No relationship PC General Support 15,000

Living Cities

1040 Avenue of the Americas 17th F
New York,NY10018 		No relationship PC General Support 905,000

Llacuna Inc

711 N 11th Ave
Tucson,AZ85705 		No relationship PC General Support 10,000

Local Progress Policy Institute

1730 M Street Suite 1115
Washington,DC20036 		No relationship PC General Support 175,000

Louisiana Center for Children's Rights

1100-B Milton Street
New Orleans,LA70122 		No relationship PC General Support 77,500

Maine Initiatives a fund for change

56 North St
Portland,ME04101 		No relationship PC General Support 100,000

Make the Road New York

301 Grove Street
Brooklyn,NY11237 		No relationship PC General Support 125,000

Maryland Philanthropy Network - Revolve Fund

1600 W 41st St 700
Baltimore,MD21211 		No relationship PC General Support 300,000

Mentoring Partnership of Minnesota

615 First Ave Northeast Ste 125
Minneapolis,MN55413 		No relationship PC General Support 5,000

Minneapolis Heart Institute Foundation

920 East 28th Street Suite 100
Minneapolis,MN55407 		No relationship PC General Support 5,000

Minneapolis Pathways

3115 Hennepin Ave South
Minneapolis,MN55408 		No relationship PC General Support 5,000

Mission Investors Exchange

417 Fifth Avenue 8th Floor
New York City,NY10036 		No relationship PC General Support 101,500

Mississippi Center for Cultural Production

319 White Oak St
Utica,MS39175 		No relationship PC General Support 400,000

Mni Sota Fund

4009 E Lake Street
Minneapolis,MN55406 		No relationship PC General Support 5,000

MORTAR Cincinnati

1329 Vine Street
Cincinnati,OH45202 		No relationship PC General Support 100,000

Mount Auburn Hospital-Beth Israel Lahey Health

330 Mount Auburn Street
Cambridge,MA02138 		No relationship PC General Support 25,000

MoveForward

1001 Highway 7 Room 237
Hopkins,MN55305 		No relationship PC General Support 5,000

Movement Generation Justice and Ecology Project

436 14th Street Suite 500
Oakland,CA94612 		No relationship PC General Support 350,000

Movement Strategy Center - Artcoop

436 14th St 5th floor
Oakland,CA94612 		No relationship PC General Support 250,000

Movement Strategy Center - HEAL Food Alliance

PO BOX 511
Rodeo,CA09457 		No relationship PC General Support 100,000

Ms Foundation for Women

12 MetroTech Center 26th Floor
Brooklyn,NY11201 		No relationship PC General Support 112,500

MuckRock - MLK50 Justice Through Journalism

411 A Highland Ave
Somerville,MA02144 		No relationship PC General Support 350,000

Multiplier - New York Energy Democracy Alliance

548 Market St
San Francisco,CA941045401 		No relationship PC General Support 100,000

National Alliance to End Homelessness

1518 K Street NW 2nd Floor
Washington,DC20005 		No relationship PC General Support 1,000

National Assoc for Latino Community Asset Builders

5404 Wurzbach Road
San Antonio,TX78238 		No relationship PC General Support 175,000

National Association of Latino Arts and Cultures

1208 Buena Vista
San Antonio,TX78207 		No relationship PC General Support 475,000

National Black Food and Justice Alliance

1470 Ralph David Abernathy Blvd SW
Atlanta,GA30310 		No relationship PC General Support 200,000

National Center for Family Philanthropy

1667 K Street NW Suite 550
Washington,DC20006 		No relationship PC General Support 50,000

National Coalit for Asian Pacific American Com Dev

1628 16th Street NW 4th Floor
Washington,DC20003 		No relationship PC General Support 200,000

National Committee for Responsive Philanthropy

1900 L Street NW Suite 825
Washington,DC20036 		No relationship PC General Support 50,000

National Economic and Social Rights Initiative

90 John Street Suite 501
New York,NY10038 		No relationship PC General Support 72,500

National Employment Law Project

90 Broad Street Suite 1100
New York,NY10004 		No relationship PC General Support 250,000

National Housing InstituteShelterforce

60 S Fullerton Ave Suite 202
Montclair,NJ07042 		No relationship PC General Support 85,000

National Immigration Law Center

3435 Wilshire Boulevard Ste 2850
Los Angeles,CA90010 		No relationship PC General Support 50,000

National Juvenile Justice Network

1424 K Street NW
Washington,DC20005 		No relationship PC General Support 72,500

National Korean American Service & Edu Consortium

4300 North California Avenue
Chicago,IL60618 		No relationship PC General Support 155,000

National Network for Youth Inc

741 8th Street SE
Washington,DC20003 		No relationship PC General Support 50,000

National Partnership for New Americans

1805 S Ashland Ave
Chicago,IL60608 		No relationship PC General Support 150,000

National Performance Network

PO Box 56698
New Orleans,LA701566698 		No relationship PC General Support 475,000

National Urban Fellows

1120 Avenue of the Americas
New York,NY10036 		No relationship PC General Support 185,000

Native Americans in Philanthropy

1000 N Alameda St
Los Angeles,CA90012 		No relationship PC General Support 75,000

NDN Collective

317 Main Street
Rapid City,SD57701 		No relationship PC General Support 775,000

Neighborhood Funders Group

300 Frank H Ogawa Plaza
Oakland,CA94612 		No relationship PC General Support 950,000

Neighborhood Health Clinic

88 12th Street North- Suite 100
Naples,FL34108 		No relationship PC General Support 5,000

NEO Philanthropy Inc

45 W 36th Street 6th Floor
New York,NY10018 		No relationship PC General Support 275,000

New Commonwealth Racial Equity & Social Justice Fd

2300 Washington Street 2nd Floor
Roxbury,MA02119 		No relationship PC General Support 250,000

New Economics for Women

717 W Temple St
Los Angeles,CA90012 		No relationship PC General Support 25,000

New Economy Coalition

PO Box 390503
Cambridge,MA02139 		No relationship PC General Support 75,000

New Growth Innovation Network

30 West Monroe Street Suite 510
Chicago,IL60603 		No relationship PC General Support 140,000

New Impact Fund

4816 Nicollet Avenue South
Minneapolis,MN55419 		No relationship PC General Support 15,000

New Jersey Environmental Justice Alliance

PO Box 1398
Summit,NJ07902 		No relationship PC General Support 100,000

New Venture Fund

1828 L Street NW
Washington,DC20036 		No relationship PC General Support 2,280,500

New York City Environmental Justice Alliance

462 36th St 3F
Brooklyn,NY11232 		No relationship PC General Support 150,000

New York City Gay Men's Chorus

PO Box 250844
New York,NY10025 		No relationship PC General Support 3,185

New York Foundation - Neighborhoods First Fund

150 West 30th Street 14th FL
New York,NY10001 		No relationship PF General Support 363,000

New York Foundation for the Arts

29 West 38th Street 9th Floor
New York,NY10018 		No relationship PC General Support 150,000

New York Public Radio

160 Varick Street
New York,NY10013 		No relationship PC General Support 1,220

Newark Museum of Art

49 Washington Street
Newark,NJ07102 		No relationship PC General Support 25,000

Next City

100 South Broad Street Suite 730
Philadelphia,PA19110 		No relationship PC General Support 225,000

Nonprofit Information Networking Association

88 Broad Street Suite 101
Boston,MA02110 		No relationship PC General Support 100,000

N Carolina Assoc of Black Law Land Loss Prev Proj

PO Box 179
Durham,NC22702 		No relationship PC General Support 150,000

North Shore Animal League America

16 Lewyt Street
Port Washington,NY11050 		No relationship PC General Support 22,500

North Star Fund

520 Eighth Avenue Suite 1800
New York,NY10018 		No relationship PC General Support 147,500

Northeastern Minnesotans for Wilderness

807 Broadway St NE Suite 16
Minneapolis,MN55413 		No relationship PC General Support 2,500

Northeastern Univ - Initiative for Energy Justice

360 Huntington Avenue
Boston,MA02115 		No relationship PC General Support 100,000

Northwest Bronx Community & Clergy Coalition

103 E 196th Street
Bronx,NY10462 		No relationship PC General Support 100,000

One Fair Wage Inc

45 Mount Auburn St
Cambridge,MA02138 		No relationship PC General Support 825,000

One Voice Inc

1072 JR Lynch Street
Jackson,MS39203 		No relationship PC General Support 125,000

Open Collective Foundation

440 N Barranca Avenue 3717
Covina,CA91723 		No relationship PC General Support 50,000

Opportunity Agenda

575 8th Ave
New York,NY10016 		No relationship PC General Support 200,000

Opportunity Finance Network

123 S Broad Street Suite 1930
Philadelphia,PA19109 		No relationship PC General Support 250,000

OTV Open Television

3255 N Broadway St
Chicago,IL60657 		No relationship PC General Support 550,000

Out Professionals Educational Foundation Inc

146 West 57th Street Apt 47F
New York,NY10019 		No relationship PC General Support 17,500

Pacific Community Ventures Inc

1714 Franklin St
Oakland,CA94612 		No relationship PC General Support 300,000

Pan Massachusetts Challenge Trust

PO Box 415590
Boston,MA024415590 		No relationship PC General Support 14,000

Panorama Global

2101 4th Avenue Suite 2100
Seattle,WA98121 		No relationship PC General Support 5,000

Parceleras Afrocaribeas Por La Formacion BarriaL

PO Box 1321
Saint Just,PR009781321 		No relationship PC General Support 100,000

Partnership for Southern Equity

55 Ivan Allen Jr Blvd NW Suite 5
Atlanta,GA30308 		No relationship PC General Support 350,000

Partnership on AI

2261 Market Street 4537
San Francisco,CA94114 		No relationship PC General Support 100,000

paws4people Inc

324 Military Cutoff Rd 1121C
Wilmington,NC28405 		No relationship PC General Support 2,500

People United for Sustainable Housing Inc

429 Plymouth Ave Suite 1
Buffalo,NY14213 		No relationship PC General Support 300,000

People's Action Institute

810 N Milwaukee Ave
Chicago,IL60642 		No relationship PC General Support 100,000

Philadelphia Charity Ball

PO Box 117
Southeastern,PA19399 		No relationship PC General Support 2,000

Philadelphia Museum of Art

Box 7646
Philadelphia,PA191017646 		No relationship PC General Support 25,000

Philanthropy New York

320 East 43rd Street
New York,NY10017 		No relationship PC General Support 250,000

Pie Ranch

2080 Cabrillo Hwy
Pescadero,CA94060 		No relationship PC General Support 50,000

Planned Parenthood Federation of America

PO Box 97166
Washington,DC200907166 		No relationship PC General Support 21,033

PolicyLink

1438 Webster St
Oakland,CA94612 		No relationship PC General Support 553,750

Possibility Labs - Catalyze Justice

1410 Franklin Street 135
San Francisco,CA94109 		No relationship PC General Support 75,000

PowerSwitch Action

1305 Franklin St Suite 501
Oakland,CA94612 		No relationship PC General Support 700,000

Preservation Trust of Vermont

104 Church Street
Burlington,VT05401 		No relationship PC General Support 30,000

President and Fellows of Harvard College

Harvard College Fund
Cambridge,MA02138 		No relationship PC General Support 120,000

Project South

9 Gammon Ave
Atlanta,GA30315 		No relationship PC General Support 175,000

Proteus Fund - ReFrame Mentorship

15 Research Drive
Amherst,MA01002 		No relationship PC General Support 100,000

PS M368 Parent Association Inc

1750 Amsterdam Ave
New York,NY10031 		No relationship PC General Support 3,500

Public Advocates Inc

131 Steuart Street Suite 300
San Francisco,CA94105 		No relationship PC General Support 200,000

Puente Human Rights Movement

1937 W Adams Street
Phoenix,AZ85009 		No relationship PC General Support 50,000

Race Forward

145 East 57Th Street Fourth Floor
New York,NY10022 		No relationship PC General Support 425,000

repower Fund

2639 Nicollet Ave
Minneapolis,MN55408 		No relationship PC General Support 50,000

Refugee Translation Project

535 Carlton Ave Apt 1008
Brooklyn,NY11238 		No relationship PC General Support 500

Resilience Force

2475 Canal St Suite 105
New Orleans,LA70119 		No relationship PC General Support 150,000

Retro Report

633 Third Avenue 16th Floor
New York,NY10017 		No relationship PF General Support 50,000

Right to the City Alliance Inc

388 Atlantic Avenue
New York,NY11217 		No relationship PC General Support 400,000

Rockefeller Philanthropy Advisors

6 West 48th Street 10th Floor
New York,NY10036 		No relationship PC General Support 520,500

Rosebud Economic Development Corporation

PO Box 236
Mission,SD57555 		No relationship PC General Support 250,000

RowLA

4004 The Strand
Manhattan Beach,CA90266 		No relationship PC General Support 10,000

Rutgers University Foundation

33 knightsburdge 2nd Fl East
Piscataway,NJ08854 		No relationship PC General Support 200,000

Safe Passage Project Corporation

185 West Broadway
New York,NY10013 		No relationship PC General Support 50,000

Save the Children

501 Kings Highway East Suite 400
Fairfield,CT06825 		No relationship PC General Support 1,278

Sea Education Association Inc

PO Box 6
Woods Hole,MA02543 		No relationship PC General Support 1,500

Senior Community Services

10201 Wayzata Blvd 33
Hopkins,MN55305 		No relationship PC General Support 5,000

Sexual Minority Youth Assistance League

410 7th Street SE
Washington,DC200032707 		No relationship PC General Support 10,000

ShelterBox USA

PO BOX 103299
Pasadena,CA911893299 		No relationship PC General Support 2,500

Shining Light Garden Foundation

7223 49th St
Vero Beach,FL32967 		No relationship PC General Support 1,000

Sisters of Life

38 Montebello Road
Suffern,NY10901 		No relationship PC General Support 5,000

Smithsonian Institution

600 Maryland Dr SW
Washington,DC20024 		No relationship PC General Support 110,000

Social and Environmental Entrepreneurs

23532 Calabasas Road Suite A
Calabasas,CA91302 		No relationship PC General Support 425,000

Social Good Fund - The Curve Foundation

12651 San Pablo Ave
Richmond,CA94805 		No relationship PC General Support 25,000

Social Science Research Council

One Pierrepont Plaza 300 Cadman Pl
Brooklyn,NY11201 		No relationship PC General Support 200,000

Solar Responders Inc

902 Broadway
New York,NY10010 		No relationship PC General Support 40,000

Solidaire Network

1423 Broadway 314
Oakland,CA94612 		No relationship PC General Support 200,000

Southeast Asia Resource Action Center

1628 16th St NW
Washington,DC20009 		No relationship PC General Support 150,000

Southeast Asian Freedom Network

2471 University Ave
Bronx,NY10468 		No relationship PC General Support 20,000

Southwest Georgia Project For Community Edu Inc

1216 Dawson Road Suite 108
Albany,NY31707 		No relationship PC General Support 100,000

SouthWest Organizing Project

211 10th St SW
Albuquerque,NM87102 		No relationship PC General Support 50,000

St Jude Children's Research Hospital

262 Danny Thomas Place
Memphis,TN38105 		No relationship PC General Support 500

St Paul's School

325 Pleasant Street
Concord,NH033012591 		No relationship PC General Support 25,000

Stand Up Nashville

PO Box 292583
Nashville,TN37229 		No relationship PC General Support 100,000

Starting Over Inc

6355 Riverside Ave Suite 100
Riverside,CA92506 		No relationship PC General Support 50,000

STEP Nation Inc - Family Matters 1st Inc

150 Grossman Drive
Braintree,MA02184 		No relationship PC General Support 25,000

Stephen Siller Tunnel to Towers Foundation

2361 Hyland Boulevard
Staten Island,NY10306 		No relationship PC General Support 5,000

Strategic Actions for a Just Economy

152 West 32nd Street
Los Angeles,CA90007 		No relationship PC General Support 75,000

Sudanese American Physicians Association

1620 Hardeman Ln
Plano,TX75075 		No relationship PC General Support 500

Sustainable Economies Law Center

1428 Franklin Street
Oakland,CA94612 		No relationship PC General Support 500,000

Sweet Water Foundation

5749 S Perry Avenue
Chicago,IL60621 		No relationship PC General Support 400,000

Taller Salud Inc

PR-187 Km 242 Parcelas Vieques Me
Loiza,PR007720524 		No relationship PC General Support 75,000

Taproot Earth

PO Box 6270
Slidell,LA70269 		No relationship PC General Support 400,000

Technology Association of Grantmakers

200 W Madison Street
Chicago,IL60606 		No relationship PC General Support 50,000

Techsoup Global

435 Brannan St Suite 100
San Francisco,CA94107 		No relationship PC General Support 50,000

Texas Organizing Project Education Fund

700 S Zaramora Suite 212
San Antonio,TX78207 		No relationship PC General Support 400,000

The Action Lab

23 Barnes Road
Ossining,NY10562 		No relationship PC General Support 30,000

The Asian American Education Project

PO Box 26120
Los Angeles,CA900260120 		No relationship PC General Support 5,000

The Black School

1660 N Roman St
New Orleans,LA70116 		No relationship PC General Support 1,000

The Brookings Institution

1775 Massachusetts Avenue NW
Washington,DC78238 		No relationship PC General Support 300,000

The Brooklyn Museum

200 Eastern Parkway
Brooklyn,NY11238 		No relationship PC General Support 625

The Center for Cultural Power

360 Grand Ave
Oakland,CA94610 		No relationship PC General Support 300,000

The Climate and Clean Energy Equity Fund

1629 K St NW STE 300
Washington,DC20006 		No relationship PC General Support 357,469

The Communications Network

1717 North Naper Blvd
Naperville,IL60563 		No relationship PC General Support 100,000

The Conservation Fund

1655 N Fort Myer Drive Suite 1300
Arlington,VA22209 		No relationship PC General Support 100,000

The Equity Alliance

PO Box 331821
Nashville,TN372031821 		No relationship PC General Support 100,000

The Funders Network

2000 Ponce de Leon Blvd
Coral Gables,FL33134 		No relationship PC General Support 340,000

The Investment Integration Project

PO Box 190
Brookline,MA02446 		No relationship PF General Support 50,000

The Jewish Comm Relations Council of Metro Detroit

6735 Telegraph Road Suite 370
Bloomfield Hills,MI48301 		No relationship PC General Support 1,000

The Laundromat Project Inc

1476 Fulton St
Brooklyn,NY11216 		No relationship PC General Support 200,000

The Lighthouse Black Girl Project

PO Box 607
Jackson,MS39205 		No relationship PC General Support 78,750

The Nature Conservancy

4245 N Fairfax Drive Suite 100
Arlington,VA22203 		No relationship PC General Support 19,000

The New York Women's Foundation

39 Broadway 23 Fl
New York,NY10006 		No relationship PC General Support 150,000

The Nicholas Center

382 Main Street
Port Washington,NY11050 		No relationship PC General Support 5,000

The Osborne Association Inc

809 Westchester Avenue
Bronx,NY10455 		No relationship PC General Support 50,000

The Palestine Children's Relief Fund

1340 Morris Road PO Box 1926
Kent,OH44240 		No relationship PC General Support 1,000

THE POINT Community Development Corporation

940 Garrison Ave
Bronx,NY10474 		No relationship PC General Support 125,000

The Sentencing Project

1705 DeSales St NW
Washington,DC20036 		No relationship PC General Support 75,000

The Shareholder Commons

32 Adare Pl
Northampton,MA01060 		No relationship PC General Support 25,000

The Solutions Project

4096 Piedmont Ave 728
Oakland,CA94609 		No relationship PC General Support 150,000

The US Climate Action Network

1367 Connecticut Avenue NW
Washington,DC20036 		No relationship PC General Support 100,000

The Village of Arts and Humanities

2544 Germantown Avenue
Philadelphia,PA19133 		No relationship PC General Support 300,000

Third Sector New England Inc

89 South Street Suite 700
Boston,MA02111 		No relationship PC General Support 775,000

Threewalls

2738 West North Avenue
Chicago,IL60647 		No relationship PC General Support 475,000

Tides Center

PO Box 399385
San Francisco,CA941399385 		No relationship PC General Support 365,000

Tides Foundation - NY Renews Education Fund

PO Box 29903 The Presidio
San Francisco,CA941290903 		No relationship PC General Support 150,000

Transform Finance Inc

420 5th Avenue 19th FL
New York,NY10018 		No relationship PC General Support 185,000

Transforming Power Fund

7700 2nd Ave Suite 507
Detroit,MI48202 		No relationship PC General Support 480,000

Transgender Law Center

PO Box 70976
Oakland,CA94612 		No relationship PC General Support 75,000

TransLash Media Inc

323 Lenox Rd 3G
Brooklyn,NY11226 		No relationship PC General Support 150,000

TREND Community Development Corporation

30 W Monroe St Suite 510
Chicago,IL60603 		No relationship PC General Support 304,400

Triangle Club

1644 Beekman Place NW Apt B
Washington,DC20009 		No relationship PC General Support 10,000

UNICEF USA

125 Maiden Lane
New York,NY10038 		No relationship PC General Support 2,000

University of Houston

5000 Gulf Freeway RM 263
Houston,TX772042013 		No relationship PC General Support 50,000

University of WA Evans School of Pub Pol & Govern

12455 Collections Drive
Chicago,IL60693 		No relationship PC General Support 59,573

UNRWA USA National Committee

1875 K Street NW Fourth Floor
Washington,DC20006 		No relationship PC General Support 11,250

Urban Community Network

11510 Homestead Rd
Houston,TX77016 		No relationship PC General Support 50,000

Urban Manufacturing Alliance

608 Henry Street 1
Brooklyn,NY11231 		No relationship PC General Support 150,000

Vera Institute of Justice

34 35th Street 4-2A
Brooklyn,NY11232 		No relationship PC General Support 104,375

Verde

7001 NE Columbia Blvd
Portland,OR97218 		No relationship PC General Support 100,000

Vermont Coverts

PO Box 328
Vergennes,VT05491 		No relationship PC General Support 5,000

Vermont Foodbank

33 Parker Road
Barre,VT05641 		No relationship PC General Support 5,000

Vermont Public Co

365 Troy Avenue
Colchester,VT05446 		No relationship PC General Support 5,000

Voice of Calvary Ministries

531 W Capital Street
Jackson,MS39203 		No relationship PC General Support 300,000

Washington Area Community Investment Fund

2021 Rhode Island Ave NE
Washington,DC20018 		No relationship PC General Support 100,000

wayOUT LGBT Foundation - NYC Chapter

1336 N Harper Ave Apt E
West Hollywood,CA90046 		No relationship PC General Support 18,850

We Are All Educators Org

128 18TH St Se Apt 1
Washington,DC20003 		No relationship PC General Support 25,000

Wesleyan University

318 High Street
Middletown,CT06459 		No relationship PC General Support 15,000

WESPAC Foundation - Palestinian Youth Movement

77 Tarrytown Rd Suite 2W
White Plains,NY10607 		No relationship PC General Support 11,850

Westchester Choral Society

216 Central Avenue
White Plains,NY10606 		No relationship PC General Support 3,940

Westside Neighborhood School

5401 Beethoven Street
Los Angeles,CA90066 		No relationship PC General Support 5,000

Windcall

7714 S Colfax Ave
Chicago,IL606494720 		No relationship PC General Support 5,000

Women's Guild Cedars-Sinai Medical Center

8700 Beverly Blvd Suite 2416
Los Angeles,CA90048 		No relationship PC General Support 10,000

World Central Kitchen

200 Massachusetts Ave NW 7th Floor
Washington,DC20001 		No relationship PC General Support 5,000

Yale University

157 Church Street
New Haven,CT065102100 		No relationship PC General Support 15,000

Yale Univ School of Forestry and Environ Studies

195 Prospect Street
New Haven,CT065102100 		No relationship PC General Support 5,000

YEAH Philly

5257 Walton Ave
Philadelphia,PA19143 		No relationship PC General Support 50,000

YES Media

284 Madrona Way NE Unit 116
Bainbridge Island,WA98110 		No relationship PC General Support 225,000

Young Women's Freedom Center

832 Folsom Street
San Francisco,CA94107 		No relationship PC General Support 50,000

Youth Law Center

832 Folsom Street Suite 700
San Francisco,CA94107 		No relationship PC General Support 50,000

Youth Represent

11 Park Place
New York,NY10007 		No relationship PC General Support 50,000

Youth Sentencing & Reentry Project

123 South Broad Street
Philadelphia,PA19109 		No relationship PC General Support 75,000

Youth Villages Foundation

3320 Brother Blvd
Bartlett,TN381338950 		No relationship PC General Support 1,000

NEW YORK FOUND - YOUTH ORGANIZING & CULTURE CHANGE

150 W 30TH STREET SUITE 1401
NEW YORK,NY10001 		No relationship PC General Support 100,000
Total .................................right arrow 3a 58,875,114
bApproved for future payment

2164
445 Park Avenue Suite 16A
New York,NY10022 		No relationship PC General support 141,075

Accelerate 500
1400 16th street NW
Washington,DC20009 		No relationship PC General support 300,000

Action Center on Race and the Economy Institute
1901 West Carroll Avenue 3rd Floor
Chicago,IL60612 		No relationship PC General support 87,500

Action St Louis
4138 Grand Blvd
St Louis Cit,MO63107 		No relationship PC General support 100,000

Advance Peace
440 Civic Center Plaza Suite 360
Richmond,CA94804 		No relationship PC General support 100,000

ALIGN the Alliance for a Greater New York
50 Broadway 29th Fl
New York,NY10004 		No relationship PC General support 200,000

Alliance For Justice
Eleven Dupont Circle NW Suite 500
Washington,DC20036 		No relationship PC General support 50,000

Allied Media Projects Inc
4126 Third St
Detroit,MI48201 		No relationship PC General support 275,000

Alternate ROOTS Inc
1207 Caroline St
Atlanta,GA30307 		No relationship PC General support 1,900,000

Amalgamated Charitable Foundation
1825 K Street NW
Washington,DC20006 		No relationship PC General support 50,000

Apoyo Legal al Emprendimiento Comunitario Inc
PO BOX 2000
CAGUAS,PR00726 		No relationship PC General support 150,000

Asian AmericansPacific Islanders in Philanthropy
300 Frank Ogawa Plaza
Oakland,CA94612 		No relationship PC General support 150,000

Asian Pacific Environmental Network
426 17th Street Suite 500
Oakland,CA94612 		No relationship PC General support 300,000

Aubin Pictures (formerly American Impact Capital)
136 Grand Street 5EF
New York,NY10013 		No relationship PC General support 500,000

Bend the Arc
330 7th Ave
New York,NY10001 		No relationship PC General support 600,000

Black Farmer Fund
2161 Prospect Ave
Bronx,NY10457 		No relationship PC General support 200,000

Black Innovation Alliance
1954 Airport Road 1107
Atlanta,GA30341 		No relationship PC General support 150,000

Black Trans Femmes in the Arts Inc
141 Flushing Avenue Building 77 S
Brooklyn,NY11205 		No relationship PC General support 100,000

BlackStar Projects Inc
1901 S 9th Street
Philadelphia,PA19148 		No relationship PC General support 400,000

Borealis Philanthropy
126 N 3rd St STE 500
Minneapolis,MN55401 		No relationship PC General support 125,000

Boston Impact Initiative Fund
PO Box 300443
Jamaica Plain,MA02130 		No relationship PC General support 100,000

Campaign for the Fair Sentencing of Youth
1319 F St NW
Washington,DC20004 		No relationship PC General support 200,000

Candid
32 Old Slip 24th Floor
New York,NY10005 		No relationship PC General support 25,000

Center for Coalfield Justice
14 East Beau Street
Washington,PA15301 		No relationship PC General support 100,000

Center for Cultural Innovation
244 South San Pedro Street Suite
Los Angeles,CA90012 		No relationship PC General support 200,000

Center for Economic Democracy
434 Massachusetts Avenue
Boston,MA02118 		No relationship PC General support 300,000

Center for Effective Philanthropy
675 Massachusetts Avenue 7th Floor
Cambridge,MA02139 		No relationship PC General support 50,000

Center for Evaluation Innovation
1660 L St NW Suite 450
Washington,DC20036 		No relationship PC General support 150,000

Center for Heirs Property Preservation
1535 Sam Rittenberg Blvd
Charleston,SC29407 		No relationship PC General support 150,000

Center for Independent Documen - Color Farm Impact
55 Green Street
Newton,CA02458 		No relationship PC General support 200,000

Center for Law and Social Policy
1200 18th Street NW
Washington,DC20036 		No relationship PC General support 75,000

Center for Nuleadership on Human Justice & Healing
7 Marcus Garvey Blvd 2nd Floor
Brooklyn,NY11206 		No relationship PC General support 100,000

Center for Popular Democracy
449 Troutman Street Suite A
Brooklyn,NY11237 		No relationship PC General support 150,000

Center for Story-based Strategy
654 13th Street
Oakland,CA94612 		No relationship PC General support 150,000

Chinese Progressive Association -Black Futures Lab
1042 Grant Ave 5th Floor
San Francisco,CA94133 		No relationship PC General support 325,000

Cincinnati USA Regional Chamber Foundation
3 East 4th Street Suite 200
Cincinnati,OH45202 		No relationship PF General support 200,000

Climate Justice Alliance
PO Box 10202
Berkeley,CA94709 		No relationship PF General support 200,000

ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136
Oakland,CA94612 		No relationship PC General support 200,000

Common Counsel Foundation
1624 Franklin Street
Oakland,CA94612 		No relationship PC General support 1,100,000

Common Future
2323 Broadway
Oakland,WA94612 		No relationship PC General support 280,000

Common Justice
540 Atlantic Avenue 4th Floor
Brooklyn,NY11217 		No relationship PC General support 65,000

Communities United
1742 N Natchez
Chicago,IL60707 		No relationship PC General support 180,000

Communities United for Restorative Youth Justice
4749 N Kedzie
Chicago,IL60625 		No relationship PC General support 100,000

Community Connections for Youth Inc
369 East 149th Street
Bronx,NY10455 		No relationship PC General support 200,000

Community Initiatives-Live Free USA
1000 Broadway Suite 480
Oakland,CA94607 		No relationship PC General support 75,000

Community Movement Builders
3401 Lantern View Ln
Scottsdale,GA30079 		No relationship PC General support 200,000

Corbin Hill Food Project
475 Riverside Drive Suite 244
New York,NY10015 		No relationship PC General support 200,000

Credible Messenger Mentoring Movement
1200 U Street NW
Washington,DC20009 		No relationship PC General support 100,000

Designing Justice Designing Spaces
1423 Broadway
Oakland,CA94612 		No relationship PC General support 250,000

East Bay Community Foundation
200 Frank Ogawa Plaza
Oakland,CA94612 		No relationship PC General support 1,900,000

Economic Policy Institute
1225 Eye St NW Suite 600
Washington,DC20005 		No relationship PC General support 675,000

Efforts of Grace Inc
1712 Oretha Castle Haley Blvd
New Orleans,LA70113 		No relationship PC General support 300,000

Ella Baker Center for Human Rights
1970 Broadway Suite 1125
Oakland,CA94612 		No relationship PC General support 50,000

Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 121
Washington,DC20036 		No relationship PC General support 100,000

Emerging Practitioners in Philanthropy
201 N Union Street Suite 110
Alexandria,VA22314 		No relationship PC General support 50,000

Faith in Indiana
212 W 10th Street Suite F175
Indianapolis,IN46202 		No relationship PC General support 100,000

Families and Friends of LA Incarcerated Children
1307 Oretha Castle Haley Blvd
New Orleans,LA70113 		No relationship PC General support 150,000

Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211
Milwaukee,WI53202 		No relationship PC General support 800,000

Firelight Media Inc
2090 Adam Clayton Powell Jr Boule
New York,NY10027 		No relationship PC General support 250,000

Foundation for Louisiana
4354 S Sherwood Forest Blvd
Baton Rouge,LA70816 		No relationship PC General support 465,000

Fractured Atlas Productions Inc
248 West 35th Street
New York,NY100012505 		No relationship PC General support 350,000

Free Press
1025 Connecticut Ave NW Suite 111
Washington,DC20036 		No relationship PC General support 150,000

Freedom Community Center
3450 Ohio Ave
St Louis,MO63118 		No relationship PC General support 100,000

Fund for the City of New York - JMAC for Families
121 Avenue of the Americas 6th FL
New York,NY10013 		No relationship PF General support 150,000

Funders for Lesbian and Gay Issues Inc
45 West 36th Street 8th Floor
New York,NY10018 		No relationship PC General support 200,000

Fusion Partnerships Inc - Baltimore Algebra Proj
1601 Guilford Avenue 2 South
Baltimore,MD21202 		No relationship PC General support 100,000

Georgia WAND Education Fund Inc
250 Georgia Avenue
Atlanta,GA30312 		No relationship PC General support 50,000

Good Jobs First
1616 P Street NW
Washington,DC20036 		No relationship PC General support 200,000

Good Old Lower East Side Inc
173 Avenue B
New York,NY10009 		No relationship PC General support 180,000

Grantmakers for Effective Organizations
1310 L Street NW 650
Washington,DC20005 		No relationship PC General support 50,000

Grantmakers in the Arts
522 Courtlandt Avenue
Bronx,NY104515008 		No relationship PC General support 300,000

Grassroots Global Justice
2000 14th St NW Ste 104 73768
Washington,MD20056 		No relationship PC General support 137,500

Greater New Orleans Foundation
919 St Charles Avenue
New Orleans,LA70130 		No relationship PC General support 175,000

Hester Street
113 Hester Street
New York,NY10002 		No relationship PC General support 1,900,000

Highlander Research & Education Center Inc
1959 Highlander Way
New Market,TN37820 		No relationship PC General support 625,000

Hillman Accelerator
1311 Vive Street
Cincinnati,OH45202 		No relationship PC General support 200,000

Hispanics In Philanthropy
414 13th Street Suite 200
Oakland,CA94612 		No relationship PC General support 250,000

Impact Charitable - Mission Driven Finance
1536 Wynkoop Street Suite 223
Denver,CO80202 		No relationship PC General support 150,000

Indigenous Environmental NetworkIndigenous Educat
PO Box 485
Bemidji,MN56619 		No relationship PC General support 200,000

Institute for Nonprofit Practice
89 South Street Suite LL02
Boston,MA02111 		No relationship PC General support 285,000

International Economic Development Council
1275 K St NW
District of Columbia,DC20005 		No relationship PC General support 25,000

Jobs with Justice Education Fund
1616 P Street NW Suite 150
Washington,DC20036 		No relationship PC General support 325,000

John E Andrus Memorial Inc
185 Old Broadway
HastingsonHudson,NY10706 		No relationship PC General support 8,000,000

Julia Dyckman Andrus Memorial
1156 North Broadway
Yonkers,NY10701 		No relationship PC General support 8,000,000

Just Capital Foundation (incl amendment)
44 East 30th Street 11th Floor
New York,NY10016 		No relationship PC General support 175,000

Justice Funders
436 14th Street Suite 700
Oakland,CA94612 		No relationship PC General support 400,000

Juvenile Law Center
1315 Walnut Street Suite 400
Philadelphia,PA19107 		No relationship PC General support 100,000

Latino Business Action Network
297 Commercial Street
San Jose,CA95112 		No relationship PC General support 220,000

Lead By Example and Reverse the Trend
8 W 126th St
New York,NY10027 		No relationship PC General support 200,000

Living Cities
1040 Avenue of the Americas 17th F
New York,NY10018 		No relationship PC General support 665,000

Local Progress Policy Institute
1730 M Street Suite 1115
Washington,DC20036 		No relationship PC General support 500,000

Maine Initiatives a fund for change
56 North St
Portland,ME04101 		No relationship PC General support 100,000

Make the Road New York - Urban Youth Collaborative
301 Grove Street
Brooklyn,NY11237 		No relationship PC General support 50,000

Metropolitan Economic Development Association
250 Second Ave South Suite 106
Minneapolis,MN55401 		No relationship PC General support 450,000

Mission Investors Exchange
417 Fifth Avenue 8th Floor
New York City,NY10036 		No relationship PC General support 48,500

Movement Generation Justice and Ecology Project
436 14th Street Suite 500
Oakland,CA94612 		No relationship PC General support 300,000

Movement Strategy Center
436 14th St 5th floor
Oakland,CA94612 		No relationship PC General support 200,000

Movement Strategy Center - HEAL Food Alliance
PO BOX 511
Rodeo,CA09457 		No relationship PC General support 100,000

MuckRock - MLK50 Justice Through Journalism
411 A Highland Ave
Somerville,MA02144 		No relationship PC General support 175,000

N Carolina Assoc of Black Law Land Loss Prev Proj
PO Box 179
Durham,NC22702 		No relationship PC General support 250,000

National Assoc for Latino Community Asset Builders
5404 Wurzbach Road
San Antonio,TX78238 		No relationship PC General support 175,000

National Association of Latino Arts and Cultures
1208 Buena Vista
San Antonio,TX78207 		No relationship PC General support 2,375,000

National Black Food and Justice Alliance
1470 Ralph David Abernathy Blvd SW
Atlanta,GA30310 		No relationship PC General support 200,000

National Center for Family Philanthropy
1667 K Street NW Suite 550
Washington,DC20006 		No relationship PC General support 400,000

National Committee for Responsive Philanthropy
1900 L Street NW Suite 825
Washington,DC20036 		No relationship PC General support 50,000

National Economic and Social Rights Initiative
90 John Street Suite 501
New York,NY10038 		No relationship PC General support 145,000

National Employment Law Project
90 Broad Street Suite 1100
New York,NY10004 		No relationship PC General support 500,000

National Housing InstituteShelterforce
60 S Fullerton Ave Suite 202
Montclair,NJ07042 		No relationship PC General support 75,000

National Juvenile Justice Network
1424 K Street NW
Washington,DC20005 		No relationship PC General support 72,500

National Partnership for New Americans
1805 S Ashland Ave
Chicago,IL60608 		No relationship PC General support 150,000

National Performance Network
PO Box 56698
New Orleans,LA701566698 		No relationship PC General support 1,900,000

NDN Collective
317 Main Street
Rapid City,SD57701 		No relationship PC General support 2,500,000

Neighborhood Funders Group
300 Frank H Ogawa Plaza
Oakland,CA94612 		No relationship PC General support 1,650,000

NEO Philanthropy Inc - Youth Engagement Fund
45 W 36th Street 6th Floor
New York,NY10018 		No relationship PC General support 375,000

New Growth Innovation Network
30 West Monroe Street Suite 510
Chicago,IL60603 		No relationship PC General support 140,000

New Venture Fund-Youth First Justice Collaborative
1828 L Street NW
Washington,DC20036 		No relationship PC General support 1,133,000

New York City Environmental Justice Alliance
462 36th St 3F
Brooklyn,NY11232 		No relationship PC General support 300,000

New York Foundation - Neighborhoods First Fund
150 West 30th Street 14th FL
New York,NY10001 		No relationship PF General support 500,000

New York Foundation for the Arts
29 West 38th Street 9th Floor
New York,NY10018 		No relationship PC General support 200,000

Next City
100 South Broad Street Suite 730
Philadelphia,PA19110 		No relationship PC General support 225,000

Nonprofit Information Networking Association
88 Broad Street Suite 101
Boston,MA02110 		No relationship PC General support 100,000

North Star Fund
520 Eighth Avenue Suite 1800
New York,NY10018 		No relationship PC General support 280,000

Northeastern University
360 Huntington Avenue
Boston,MA02115 		No relationship PC General support 100,000

Northwest Bronx Community & Clergy Coalition
103 E 196th Street
Bronx,NY10462 		No relationship PC General support 200,000

One Fair Wage Inc
45 Mount Auburn St
Cambridge,MA02138 		No relationship PC General support 225,000

One Voice Inc
1072 JR Lynch Street
Jackson,MS39203 		No relationship PC General support 250,000

Open Collective Foundation
440 N Barranca Avenue 3717
Covina,CA91723 		No relationship PC General support 100,000

Opportunity Finance Network
123 S Broad Street Suite 1930
Philadelphia,PA19109 		No relationship PC General support 125,000

OTV Open Television
3255 N Broadway St
Chicago,IL60657 		No relationship PC General support 850,000

People United for Sustainable Housing Inc
429 Plymouth Ave Suite 1
Buffalo,NY14213 		No relationship PC General support 300,000

Pie Ranch
2080 Cabrillo Hwy
Pescadero,CA94060 		No relationship PC General support 100,000

PolicyLink - Liberation Ventures
1438 Webster Street
Oakland,CA94612 		No relationship PC General support 200,000

Possibility Labs - Catalyze Justice
1410 Franklin Street 135
San Francisco,CA94109 		No relationship PC General support 100,000

PowerSwitch Action
1305 Franklin St Suite 501
Oakland,CA94612 		No relationship PC General support 600,000

Project South
9 Gammon Ave
Atlanta,GA30315 		No relationship PC General support 350,000

Puente Human Rights Movement
1937 W Adams Street
Phoenix,AZ85009 		No relationship PC General support 100,000

Race Forward
145 East 57Th Street Fourth Floor
New York,NY10022 		No relationship PC General support 575,000

Right to the City Alliance Inc
388 Atlantic Avenue
New York,NY11217 		No relationship PC General support 1,200,000

Rockefeller Philanthropy Advisors
6 West 48th Street 10th Floor
New York,NY10036 		No relationship PC General support 350,000

Rutgers University Foundation
33 knightsburdge 2nd Fl East
Piscataway,NJ08854 		No relationship PC General support 385,000

Social and Environmental Entrepreneurs
23532 Calabasas Road Suite A
Calabasas,CA91302 		No relationship PC General support 500,000

Social Good Fund - The Curve Foundation
12651 San Pablo Ave
Richmond,CA94805 		No relationship PC General support 25,000

Social Science Research Council
One Pierrepont Plaza
Brooklyn,NY11201 		No relationship PC General support 400,000

Solidaire Network
1423 Broadway 314
Oakland,CA94612 		No relationship PC General support 100,000

Southwest Georgia Project For Community Edu Inc
1216 Dawson Road Suite 108
Albany,NY31707 		No relationship PC General support 100,000

SouthWest Organizing Project
211 10th St SW
Albuquerque,NM87102 		No relationship PC General support 100,000

Stand Up Nashville
PO Box 292583
Nashville,TN37229 		No relationship PC General support 150,000

Starting Over Inc
6355 Riverside Ave Suite 100
Riverside,CA92506 		No relationship PC General support 100,000

STEP Nation Inc - Family Matters 1st Inc
150 Grossman Drive
Braintree,MA02184 		No relationship PC General support 50,000

Sustainable Economies Law Center
1428 Franklin Street
Oakland,CA94612 		No relationship PC General support 500,000

Sweet Water Foundation
5749 S Perry Avenue
Chicago,IL60621 		No relationship PC General support 400,000

Taller Salud Inc
PR-187 Km 242 Parcelas Vieques Me
Loiza,PR007720524 		No relationship PC General support 75,000

Taproot Earth
PO Box 6270
Slidell,LA70269 		No relationship PC General support 300,000

Texas Organizing Project Education Fund
700 S Zaramora Suite 212
San Antonio,TX78207 		No relationship PC General support 200,000

The Center for Cultural Power
360 Grand Ave
Oakland,CA94610 		No relationship PC General support 250,000

The Climate and Clean Energy Equity Fund
1629 K St NW STE 300
Washington,DC20006 		No relationship PC General support 357,469

The Communications Network
1717 North Naper Blvd
Naperville,IL60563 		No relationship PC General support 100,000

The Equity Alliance
PO Box 331821
Nashville,TN372031821 		No relationship PC General support 100,000

The Funders Network
2000 Ponce de Leon Blvd
Coral Gables,FL33134 		No relationship PC General support 470,000

The Laundromat Project Inc
1476 Fulton St
Brooklyn,NY11216 		No relationship PC General support 350,000

The Lighthouse Black Girl Project
PO Box 607
Jackson,MS39205 		No relationship PC General support 150,000

THE POINT Community Development Corporation
940 Garrison Ave
Bronx,NY10474 		No relationship PC General support 125,000

The Solutions Project
4096 Piedmont Ave 728
Oakland,CA94609 		No relationship PC General support 150,000

The US Climate Action Network
1367 Connecticut Avenue NW
Washington,DC20036 		No relationship PC General support 200,000

The Village of Arts and Humanities
2544 Germantown Avenue
Philadelphia,PA19133 		No relationship PC General support 275,000

Third Sector New England Inc
89 South Street Suite 700
Boston,MA02111 		No relationship PC General support 1,150,000

Threewalls
2738 West North Avenue
Chicago,IL60647 		No relationship PC General support 1,900,000

Tides Center - Opportunity Youth United
PO Box 399385
San Francisco,CA941399385 		No relationship PC General support 80,000

Tides Center - The Mara Fund
PO Box 399385
San Francisco,CA941399385 		No relationship PC General support 500,000

Tides Foundation - NY Renews Education Fund
PO Box 29903 The Presidio
San Francisco,CA941290903 		No relationship PC General support 150,000

Transform Finance Inc
420 5th Avenue 19th FL
New York,NY10018 		No relationship PC General support 185,000

Transforming Power Fund
7700 2nd Ave Suite 507
Detroit,MI48202 		No relationship PC General support 1,900,000

Transgender Law Center
PO Box 70976
Oakland,CA94612 		No relationship PC General support 150,000

Urban Manufacturing Alliance
608 Henry Street 1
Brooklyn,NY11231 		No relationship PC General support 250,000

Vera Institute of Justice
34 35th Street 4-2A
Brooklyn,NY11232 		No relationship PC General support 100,000

Verde
7001 NE Columbia Blvd
Portland,OR97218 		No relationship PC General support 100,000

Voice of Calvary Ministries
531 W Capital Street
Jackson,MS39203 		No relationship PC General support 300,000

Washington Area Community Investment Fund
2021 Rhode Island Ave NE
Washington,DC20018 		No relationship PC General support 100,000

YEAH Philly
5257 Walton Ave
Philadelphia,PA19143 		No relationship PC General support 100,000

YES Media
284 Madrona Way NE Unit 116
Bainbridge Island,WA98110 		No relationship PC General support 225,000

Youth Represent
11 Park Place
New York,NY10007 		No relationship PC General support 100,000

Youth Sentencing & Reentry Project
123 South Broad Street
Philadelphia,PA19109 		No relationship PC General support 150,000

Zebras Unite
810 NW Marshall St Ste 300
Portland,OR97209 		No relationship PC General support 150,000
Total ................................. right arrow 3b 75,052,544
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,900,370  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 11,923,985  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		525990 -931,772 18 41,073,635  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -931,772 57,897,990  
13Total. Add line 12, columns (b), (d), and (e)..................
13
56,966,218
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & TAX PREP 174,218 35,375 0 138,843

TY 2023 AllOthProgRltdInvestmentsSch
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Category Amount
SEE GENERAL EXPLANATION ATTACHMENT 417,498

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

TY 2023 DepreciationSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
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
FURNITURE &FIXT. 2009-01-01 419,237 408,517 SL 5 4,288      
LEASEHOLD IMPRV. 2009-01-01 2,322,793 788,501 SL 11 141,109      
EQUIPMENT 2009-01-01 112,562 58,087 SL 5 8,656      
ART WORK 2009-01-01 84,400 84,400 SL 5 0      

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TY 2023 ExpenditureResponsibilityStmt
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
NY FOUNDATION - NEIGHBORHOOD FIRST FUND
  		150 W 30TH STREET SUITE 1401
NEW YORK,NY10001 		2024-05-01 700,000 TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. 200,000 NO 2/28/25, 4/30/25, 2/28/26, 4/30/26, 2/28/27, 5/31/27 2025-05-09 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
RETRO REPORT
  		633 Third Avenue 16th Floor
NEW YORK,NY10017 		2023-12-01 50,000 TO SUPPORT RETRO REPORT'S INDIGENOUS PEOPLE VIDEO SERIES. 50,000 NO 2/29/24, 12/31/24 2025-05-09 NO REPORTS DUE IN FISCAL YEAR 2024.

TY 2023 GeneralExplanationAttachment
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Identifier Return Reference Explanation
PART VIII-B, LINE 1: PART VIII-B, LINE 1: SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in PINKY PROMISE. Pinky Promise is a Film Fund that will focus on investing in independent films that center participation of underrepresented people along with important stories that contribute to broader visibility and inclusive narratives.
PART VIII-B, LINE 2: PART VIII-B, LINE 2: SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in CHICAGO TREND CORPORATION. CHICAGO TREND CORPORATION is a Black-led first-time fund manager with a successful history of philanthropic partnership to support community revitalization in historically marginalized, largely Black, neighborhoods.
PART VIII-B, LINE 3: PART VIII-B, LINE 3: SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) INVESTMENT IN IMPACT ENGINE............................$214,511. b) INVESTMENT IN VAMOS VENTURES...........................$ 92,682. c) INVESTMENT IN AVESTA...................................$ 69,047. D) INVESTMENT IN ILLUMEN..................................$ 39,786. e) INVESTMENT IN 1863 VENTURES............................$ 1,472. Total.....................................................$417,498.
PART XIV, LINE 3B: PART XIV, LINE 3B: Grants and contributions approved for future payment: The difference of $6,628,233 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($68,424,311) and what they reported on the schedule of grants and contributions approved for future payment on Part XIV, Line 3b ($75,052,544) is attributable to a present value discount at 5% under generally accepted accounting principles ("GAAP").

TY 2023 InvestmentsCorpStockSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Name of Stock End of Year Book Value End of Year Fair Market Value
HOWARD HUGHES CORP EXCHANGE 384,278 384,278
10X GENOMICS INC. CLASS A 48,178 48,178
ASML HOLDING N.V. ADR 694,434 694,434
ADR SEA LIMITED 402,023 402,023
AIRBNB INC. CLASS A 210,766 210,766
ALIGN TECHNOLOGY INC. 141,237 141,237
AMAZON INC. 1,349,465 1,349,465
AMERISAFE INC. 205,625 205,625
AMN HEALTHCARE SVCS INC. 294,060 294,060
APPLE INC. 291,498 291,498
ARES CAPITAL CORPORATION 256,853 256,853
ATLASSIAN CORP CLASS A 479,168 479,168
BLOCK, INC. 402,869 402,869
CLOUDFLARE, INC. 146,940 146,940
DATADOG, INC. 592,943 592,943
DEXCOM INC. 609,758 609,758
DIGITALBRIDGE GROUP INC CLASS 553,816 553,816
DOORDASH, INC. 276,519 276,519
EDWARDS LIFESCIENCES CORP 413,910 413,910
ELEMENT SOLUTION INC. 599,623 599,623
ENERSYS 648,035 648,035
ENTEGRIS INC. 390,494 390,494
FIRSTCASH HOLDINGS, INC 465,143 465,143
FLOOR & DECOR HLDGS INC. CLASS 221,088 221,088
GARRETT MOTION INC. 460,080 460,080
GUANGDONG INVT LTD 45,711 45,711
HANESBRANDS INC 345,889 345,889
HOWARD HUGHES HOLDINGS INC. 245,992 245,992
HUDSON TECHNOLOGIES INC. 269,282 269,282
HURON CONSULTING GROUP INC. ST 6,698 6,698
KEMPER CORP DEL 557,821 557,821
KFORCE INC. 506,670 506,670
MARRIOTT VACATIONS WORLDWIDE C 317,845 317,845
META PLATFORMS INC CLASS A 1,047,265 1,047,265
MICROSOFT CORP COM 1,298,390 1,298,390
MSC INDL DIRECT INC. CLASS A 332,705 332,705
NETFLIX INC. STK 371,184 371,184
NU HOLDINGS LTD 637,978 637,978
NV5 GLOBAL, INC. 257,527 257,527
NVIDIA CORPORATION 1,753,033 1,753,033
OKTA, INC. 406,267 406,267
ONESPAWORLD HOLDINGS LIMITED 759,124 759,124
RINGCENTRAL INC. CLASS A 191,168 191,168
RUSH ENTERPRISES INC. CLASS A 514,373 514,373
SAMSARA INC. 240,652 240,652
SERVICENOW, INC. 833,084 833,084
SHOE CARNIVAL INC 346,028 346,028
SHOPIFY INC. CLASS A SHOPIFY I 455,745 455,745
SNOWFLAKE INC. CLASS A 330,025 330,025
THERMON GROUP HLDGS INC. 514,461 514,461
TREEHOUSE FOODS, INC. 374,827 374,827
UBER TECHNOLOGIES, INC. 236,646 236,646
ULTRAGENYX PHARMACEUTICAL INC 261,478 261,478
UNIFIRST CORP MASS 209,267 209,267
UPLAND SOFTWARE INC. 83,639 83,639
VERTIV HOLDINGS CO 1,070,871 1,070,871
VISA INC. CLASS A STK 291,867 291,867
WESCO INTL INC. 894,053 894,053
ZEBRA TECHNOLOGIES CORP CLASS 647,512 647,512

TY 2023 InvestmentsOtherSchedule2
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
UNDEFINED FMV 29,136,162 29,136,162
NTGI-QM COMMON DAILY S&P 500 E FMV 791 791
SSGA U.S GOVT CREDIT BOND INDE FMV 71,697,683 71,697,683
PALMER SQUARE INCOME PLUS FUND FMV 9,833,318 9,833,318
ADAGE CAPITAL PARTNERS, LP FMV 140,387,729 140,387,729
FRONTIER SMALL CAP GROWTH FUND FMV 15,249,239 15,249,239
BAUPOST VALUE PARTNERS IV, LP FMV 19,237,190 19,237,190
CIM ENTERPRISE LOAN FUND LP FMV 7,833,355 7,833,355
DAVIDSON KEMPNER INST PTRS FMV 22,010,977 22,010,977
FARALLON CAPITAL INSTITUTIONAL FMV 4,277 4,277
FELICIS VENTURES IX, L.P. FMV 1,061,152 1,061,152
CF COATUE OFFSHORE LTD CL A SU FMV 31,052,547 31,052,547
CF VIKING GLOBAL EQ III LTD CL FMV 28,351,608 28,351,608
BROOKSIDE CAYMAN, LTD FMV 1 1
CF KENSICO OFSHR FD LTD CL K N FMV 11,385,881 11,385,881
CF KENSICO OFSHR FD LTD CL L N FMV 11,701,485 11,701,485
CF SDP FLAGSHIP OFFSHORE FND L FMV 21,790,540 21,790,540
KENSICO OFSHR FD LTD CL 2E 1K FMV 22,636 22,636
KENSICO OFSHR FD LTD CL 2E 1L FMV 23,255 23,255
KENSICO OFSHR FD LTD CL L E 1K FMV 71,652 71,652
KENSICO OFSHR FD LTD CL L E 1L FMV 73,116 73,116
CF REDWOOD OFFSHORE FUND LTD C FMV 15,420,816 15,420,816
THE OVERLOOK PARTNERS FUND LP FMV 17,180,127 17,180,127
CF WGI EMERGING MARKETS LLC FD FMV 25,581,080 25,581,080
OWNERSHIP CAPITAL GLOBAL EQUIT FMV 11,519,470 11,519,470
INCLUSIVE INTERNATIONAL SPRING FMV 1,795,738 1,795,738
INCLUSIVE CAPITAL PARTNERS SPR FMV 975,806 975,806
GENERATION IM GLOBAL EQUITY FU FMV 11,056,334 11,056,334
AKO EUROPEAN LONG-ONLY PARTNER FMV 18,609,209 18,609,209
KABOUTER INTERNATIONAL OPPORTU FMV 1 1
BAIN CAPITAL EUROPE FUND III, FMV 157,354 157,354
PATRON CAPITAL LP III FMV 74,176 74,176
ENERVEST ENERGY INSTITUTIONAL FMV 13,116 13,116
ARCLIGHT ENERGY PARTNERS FUND FMV 14,450 14,450
ENCAP FLATROCK MIDSTREAM FUND FMV 527,875 527,875
ENCAP FLATROCK MIDSTREAM FUND FMV 2,653,140 2,653,140
FORTRESS INVESTMENT FUND V FMV 954,449 954,449
FORTRESS INVESTMENT FUND V B, FMV 2,370,426 2,370,426
GREENFIELD ACQUISITION PARTNER FMV 1 1
LIME ROCK NEW ENERGY, L.P. FMV 1,687,854 1,687,854
PARK STREET CAPITAL NATURAL RE FMV 137,760 137,760
RMS EVERGREEN US FORESTLAND FMV 101,490 101,490
APOLLO EUROPEAN PRINCIPAL FINA FMV 71,947 71,947
BLUE WATER ENERGY FUND 1-A LP FMV 3,281,329 3,281,329
BLUE WATER ENERGY FUND II, L.P FMV 9,648,626 9,648,626
LONE STAR FUND VIII (U.S.), L. FMV 365,994 365,994
RRG GLOBAL PARTNERS FUND LP FMV 1,983,178 1,983,178
ARTIMAN VENTURES 2014, L.P. FMV 6,433,509 6,433,509
ARTIMAN VENTURES SELECT 2014, FMV 1,336,807 1,336,807
MED PLATFORM I COMPARTMENT 1S. FMV 2,539,683 2,539,683
MED PLATFORM I COMPARTMENT 2 S FMV 2,680,766 2,680,766
SYSTEMATIC HOLDING A AB - SEK FMV 6,326,238 6,326,238
ABRY ADVANCED SECURITIES FUND FMV 1,082,401 1,082,401
ABRY HERITAGE PARTNERS (CAYMAN FMV 310,416 310,416
ABRY HERITAGE PARTNERS, LP FMV 533,022 533,022
ABRY PARTNERS IX, LP FMV 6,111,537 6,111,537
ABRY PARTNERS VII LP FMV 706,233 706,233
ABRY PARTNERS VIII (CAYMAN AIV FMV 192,471 192,471
ABRY PARTNERS VIII, LP FMV 771,933 771,933
ABRY SENIOR EQUITY III FMV 17,190 17,190
ABRY SENIOR EQUITY IV FMV 260,189 260,189
ABRY SENIOR EQUITY V, L.P. FMV 3,752,995 3,752,995
ACREW CAPITAL FUND, LP FMV 5,411,148 5,411,148
ARSENAL CAPITAL PARTNERS III L FMV 260,338 260,338
ARSENAL CAPITAL PARTNERS IV-B FMV 3,364,352 3,364,352
ARSENAL CAPITAL PARTNERS V LP FMV 5,231,055 5,231,055
ARSENAL CAPITAL PARTNERS VI LP FMV 1,784,782 1,784,782
ARTIMAN VENTURES SPECIAL OPPOR FMV 1 1
ASPECT VENTURES II, L.P FMV 3,282,737 3,282,737
ASPECT VENTURES, LP FMV 9,989,625 9,989,625
ATALAYA SPECIAL OPPORTUNITIES FMV 149,717 149,717
BAIN CAPITAL DOUBLE IMPACT FUN FMV 417,064 417,064
BAIN CAPITAL FUND X LP FMV 1,817,905 1,817,905
BETTER VENTURES FUND III, LP FMV 2,033,182 2,033,182
BLACKHORN VENTURES INDUSTRIAL FMV 844,864 844,864
BRONZE VENTURE FUND II, LP FMV 2,560,064 2,560,064
CAPRIA FUND LLC FMV 1,690,435 1,690,435
CARMEL PARTNERS INVESTMENT FUN FMV 4,617,197 4,617,197
CHARLESBANK EQUITY FUND IX LP FMV 5,922,684 5,922,684
CHARLESBANK EQUITY FUND VII FMV 27,032 27,032
CHARLESBANK EQUITY FUND VIII L FMV 2,496,423 2,496,423
COMMONFUND CAP PRIVATE EQUITY FMV 116 116
COMMONFUND CAP PRIVATE EQUITY FMV 40,783 40,783
COMMONFUND CAPITAL NATURAL RES FMV 42,957 42,957
COMMONFUND CAPITAL VENTRUE PTR FMV 765,321 765,321
COMMONFUND CAPITAL VENTURE PTR FMV 2,914 2,914
CONGRUENT CONTINUITY FUND I, L FMV 246,241 246,241
CONGRUENT VENTURES II, LP FMV 1,806,950 1,806,950
COSTANOA VENTURES III, LP FMV 9,804,817 9,804,817
COSTANOA VENTURES IV LP FMV 3,788,528 3,788,528
COSTANOA VENTURES OPPORTUNITY FMV 4,635,113 4,635,113
COSTANOA VENTURES V, L.P. FMV 696,953 696,953
CROW HOLDINGS SELF-STORAGE FUN FMV 84,812 84,812
CHARLESBANK EQUITY FUND X LP FMV 3,230,226 3,230,226
CONGRUENT VENTURES III, LP FMV 42,211 42,211
DBL PARTNERS III LP FMV 6,800,410 6,800,410
DBL PARTNERS IV, LP FMV 2,337,558 2,337,558
DOVER STREET VII CAYMAN FUND, FMV 5,568 5,568
ECOSYSTEM INTEGRITY FUND III, FMV 1,660,979 1,660,979
ECOSYSTEM INTEGRITY FUND V, L. FMV 374,267 374,267
ECOSYSTEM INTEGRITY FUND, IV L FMV 1,373,622 1,373,622
ELEVAR EQUITY IV LP FMV 4,341,756 4,341,756
ENR PARTNERS II LP FMV 14,316,786 14,316,786
EQUAL VENTURES 1, LP FMV 5,675,701 5,675,701
EQUAL VENTURES 2, LP FMV 225,336 225,336
EQUAL VENTURES OPPORTUNITY 1 L FMV 355,655 355,655
FIRSTMARK CAPITAL IV LP FMV 7,557,661 7,557,661
FIRSTMARK CAPITAL OF II, L.P. FMV 6,570,705 6,570,705
FIRSTMARK CAPITAL OF III, LP FMV 4,200,012 4,200,012
FIRSTMARK CAPITAL V, L.P. FMV 5,539,767 5,539,767
FRAZIER HEALTHCARE GROWTH BUYO FMV 1,639,445 1,639,445
FRAZIER HEALTHCARE GROWTH BUYO FMV 5,188,124 5,188,124
FRAZIER HEALTHCARE GROWTH BUYO FMV 4,364,056 4,364,056
G2VP I, LLC FMV 2,290,787 2,290,787
G2VP II, LLC FMV 2,174,993 2,174,993
GENERAL CATALYST GROUP VI FMV 8,064,522 8,064,522
GENERAL CATALYST GROUP VII, LP FMV 3,312,964 3,312,964
GENERAL CATALYST GROUP VIII FMV 599,865 599,865
GENERAL CATALYST GROUP VIII, L FMV 5,867,583 5,867,583
GRAIN COMMUNICATIONS OPPORTUNI FMV 10,145,810 10,145,810
GRAIN COMMUNICATIONS OPPORTUNI FMV 5,544,925 5,544,925
GREAT HILL EQUITY PARTNERS VI, FMV 6,368,892 6,368,892
GREAT HILL EQUITY PARTNERS VII FMV 4,857,014 4,857,014
GREAT HILL EQUITY PARTNERS VII FMV 1,289,593 1,289,593
GREENBACKER RENEWABLE ENERGY C FMV 4,947,039 4,947,039
HIGHLAND CAPITAL PARTNERS 9 LP FMV 1,125,492 1,125,492
HIGHLAND CAPITAL PARTNERS VIII FMV 1,943,219 1,943,219
ICON VENTURES V, L.P. FORMERLY FMV 1,059,666 1,059,666
ICON VENTURES VI, LP FMV 4,943,940 4,943,940
INTERWEST PARTNERS X, LP FMV 593,638 593,638
LONE STAR FUND IV (US), LP FMV 48,502 48,502
LONE STAR FUND V (US), LP FMV 107,628 107,628
LONE STAR FUND VI (US), LP FMV 18,198 18,198
LONE STAR FUND VII (US) LP FMV 1 1
LONE STAR REAL ESTATE FUND (US FMV 66,969 66,969
LSF X U.S. HOLDINGS, L.P. FMV 1,183,755 1,183,755
LUMINATE CAPITAL PARTNERS III FMV 4,089,267 4,089,267
MADISON DEARBORN CAPITAL PTRS FMV 985 985
MATERIAL IMPACT FUND I L.P FMV 1,580,144 1,580,144
MATERIAL IMPACT FUND II LP FMV 839,744 839,744
MONOMOY CAPITAL PARTNERS AIV I FMV 2,976,540 2,976,540
MONOMOY CAPITAL PARTNERS IV, L FMV 3,493,921 3,493,921
MORGENTHALER VENTURE PARTNERS FMV 370,606 370,606
MUCKER EARLY II, L.P. FMV 4,052,464 4,052,464
MUCKER IV, LP FMV 5,127,028 5,127,028
MUCKER SELECT II LP FMV 1,128,110 1,128,110
MUCKER SELECT, LP FMV 9,536,159 9,536,159
MUCKER V, L.P. FMV 3,170,680 3,170,680
MUCKER VI, LP FMV 1,162,384 1,162,384
MATERIAL IMPACT FUND III, L.P. FMV 171,744 171,744
NEW ENERGY CAPITAL INFRASTRUCT FMV 1,643,167 1,643,167
NEW ENERGY CAPITAL INFRASTRUCT FMV 98,377 98,377
NORTH BRIDGE GROWTH EQUITY II, FMV 3,610,032 3,610,032
NORTHGATE PRIVATE EQUITY FMV 1,063,642 1,063,642
NORTHGATE VENTURE GROWTH I, LP FMV 1,375,416 1,375,416
NORTHGATE VENTURE PARTNERS III FMV 2,463,145 2,463,145
OBVIOUS VENTURES III, LP FMV 3,646,820 3,646,820
OBVIOUS PRIME II, L.P. FMV 1,014,511 1,014,511
OBVIOUS VENTURES IV, L.P FMV 1,136,253 1,136,253
PEAKSPAN CAPITAL GROWTH PARTNE FMV 3,409,784 3,409,784
PEAKSPAN CAPITAL GROWTH PARTNE FMV 5,581,278 5,581,278
PEAKSPAN CAPITAL GROWTH PARTNE FMV 2,050,880 2,050,880
PVP FUND II, LP FMV 8,675,815 8,675,815
PVP FUND III, LP FMV 5,094,338 5,094,338
PVP FUND IV LP FMV 1,356,123 1,356,123
RETHINK IMPACT II LP FMV 995,240 995,240
RIVERSIDE CAPITAL APPRECIATION FMV 234,305 234,305
RRG SUSTAINABLE WATER IMPACT F FMV 2,150,123 2,150,123
SANKATY CREDIT OPPORTUNITIES ( FMV 2,316 2,316
SEAE VENTURES I LP FMV 1,094,018 1,094,018
SIGMA PRIME PARTNERS IX FMV 1,572,294 1,572,294
SJF VENTURES IV LP FMV 2,139,591 2,139,591
SJF VENTURES V, LP FMV 839,006 839,006
SRI NINE REIT FMV 13,873 13,873
SUMMIT PARTNERS GROWTH EQUITY FMV 816,176 816,176
SUMMIT PARTNERS VENTURE CAPITA FMV 244,023 244,023
SUSTAINABLE ASSET FUND II, LP FMV 4,554,220 4,554,220
SUSTAINABLE ASSET FUND III, LP FMV 2,745,215 2,745,215
TERRA ALPHA GLOBAL EQUITY FUND FMV 6,360,113 6,360,113
TPG ENDOWMENT FUND V, L.P. FMV 10,378 10,378
TPG ENDOWMENT FUND VI, LP FMV 204,599 204,599
TRIDENT AMERICAN DREAMS FUND I FMV 1,493,652 1,493,652
VENROCK ASSOCIATES IX, LP FMV 1,922,896 1,922,896
VENROCK ASSOCIATES VI FMV 5,883,921 5,883,921
VENROCK ASSOCIATES VII FMV 7,113,822 7,113,822
VENROCK ASSOCIATES VIII, L.P FMV 4,008,302 4,008,302
VISTA EQUITY PARTNERS FUND VII FMV 6,234,225 6,234,225
VISTA EQUITY PARTNERS VI-A LP FMV 4,305,590 4,305,590
VISTA FOUNDATION FUND III-A LP FMV 3,069,880 3,069,880
VISTA FOUNDATION FUND IV-A, L. FMV 3,987,795 3,987,795
VISTRIA FUND V LP FMV 857,602 857,602
PHOENIX ASIA REAL ESTATE INVES FMV 890,588 890,588
MADISON INTERNATIONAL RE LIQUI FMV 1 1
WESTBROOK RE FUND IX FMV 259,798 259,798
SLAUSON & CO. FUND II, L.P. FMV 341,653 341,653
LONE STAR FUND X US LP FMV 1,420,526 1,420,526
VAMOSVENTURES FUND II, L.P. FMV 19,600 19,600
BASE10 ADVANCEMENT INITIATIVE FMV 3,221,082 3,221,082
BASE10 ADVANCEMENT INITIATIVE FMV 377,491 377,491
BASE10 PARTNERS II LP FMV 6,173,654 6,173,654
BASE10 PARTNERS III, L.P. FMV 1,382,681 1,382,681
TECHNOLOGY IMPACT FUND II, LP FMV 654,903 654,903
TECHNOLOGY IMPACT FUND LP FMV 4,510,953 4,510,953
TECHNOLOGY IMPACT GROWTH FUND FMV 757,111 757,111
METIS INTERNATIONAL CLIMATE AL FMV 11,003,805 11,003,805
METIS US CLIMATE-ALIGNED INDEX FMV 32,425,457 32,425,457
MAYFAIR EQUITY PARTNERS II LP FMV 5,937,997 5,937,997
DIVERSIS CAPITAL PARTNERS I LP FMV 5,319,532 5,319,532
DIVERSIS CAPITAL PARTNERS II-A FMV 2,623,018 2,623,018
DIVERSIS CAPITAL PARTNERS I AI FMV 2,080,937 2,080,937
ILLUMEN CAPITAL II LP FMV 230,061 230,061
ILLUMEN CAPITAL, LP FMV 550,904 550,904

TY 2023 LandEtcSchedule2
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE &FIXT. 419,237 412,805 6,432  
LEASEHOLD IMPRV. 2,322,793 929,610 1,393,183  
EQUIPMENT 112,562 66,743 45,819  
ART WORK 84,400 84,400    


TY 2023 LegalFeesSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
VARIOUS LEGAL 59,066 11,601 0 47,465


TY 2023 OtherAssetsSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 12,524,584 13,246,180 13,246,180
ACCRUED INCOME 20,196,047 1,263,267 1,263,267
PREPAID EXCISE TAXES 305,120 0 0
OPERATING LEASE ASSETS 7,083,371 6,416,400 6,416,400


TY 2023 OtherExpensesSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKS & SUBSCRIPTIONS 40,291     40,291
CONFERENCE/REGISTRATION 108,857     108,857
INSURANCE 74,145     74,145
INTERNET/SOFTWARE 371,474     371,474
MEMBERSHIPS 4,978     4,978
OFFICE SUPPLIES 91,655     91,655
PER DIEM SALARIES 35,003     35,003
POSTAGE 4,481     4,481
TELEPHONE 15,583     15,583
CASULTY, THEFT LOSS 11,250     11,250
PARTNERSHIP EXPENSE   12,652,100 0  


TY 2023 OtherIncomeSchedule2
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME - OTHER PORTFOLIO      
INCOME 40,141,863 4,329,680  
LESS INCOME TAXED AS UNRELATED BUSINESS      
INCOME (IRC 4940(C)(2))   931,772  


TY 2023 OtherIncreasesSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Description Amount
NET UNREALIZED GAIN ON INVESTMENTS 14,543,042


TY 2023 OtherLiabilitiesSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITIES 8,043,515 7,343,178


TY 2023 OtherProfessionalFeesSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT PROGRAM CONSULTANTS 1,564,870 0 0 1,564,870
EXECUTIVE SEARCH FEES 86,327 0 0 86,327
INVESTMENT MANAGEMENT 2,802,460 2,802,460 0 0


TY 2023 TaxesSchedule
Name:
SURDNA FOUNDATION INC
 
ATT MARC DE VENOGE
EIN:
13-6108163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON NET INVEST. INC. 378,445 0 0 0
FOREIGN TAXES PAID 0 316,256 0 0
STATE UNRELATED BUSINESS        
INCOME TAX 0 11,510 0 0