Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RITA ALLEN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 116
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRINCETON, NJ085421116
A Employer identification number

13-6116429
B Telephone number (see instructions)

(609) 683-8010
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$203,250,624J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 813,781 813,781  
4 Dividends and interest from securities... 1,934,308 2,403,105  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,413,258
b Gross sales price for all assets on line 6a 60,283,200
7 Capital gain net income (from Part IV, line 2)... 13,813,322
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
326,208 289,588  
12 Total. Add lines 1 through 11........ 18,487,555 17,319,796  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,013,493 0   1,013,493
14 Other employee salaries and wages...... 551,224 0   551,224
15 Pension plans, employee benefits....... 480,973 0   480,973
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,833 0   6,833
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
77,350 0   77,350
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,269,428 1,211,606   114,500
17 Interest...............   22,487    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
245,000 39,943   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 120,200 0   120,200
21 Travel, conferences, and meetings....... 91,297 0   91,297
22 Printing and publications.......... 908 0   908
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
731,432 425,531   729,669
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,588,138 1,699,567   3,186,447
25 Contributions, gifts, grants paid....... 5,515,657 5,515,657
26 Total expenses and disbursements. Add lines 24 and 25 10,103,795 1,699,567   8,702,104
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,383,760
b Net investment income (if negative, enter -0-) 15,620,229
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 67,733 124,032 124,032
2 Savings and temporary cash investments......... 7,142,875 5,999,658 5,999,658
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 615,295 Click to see attachment
List of Attached Documents:
// Content
459,128 		459,128
b Investments—corporate stock (attach schedule)....... 74,885,649 Click to see attachment
List of Attached Documents:
// Content
87,168,489 		87,168,489
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).......... 107,149,518 Click to see attachment
List of Attached Documents:
// Content
109,493,264 		109,493,264
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,053 		Click to see attachment
List of Attached Documents:
// Content
6,053 		Click to see attachment
List of Attached Documents:
// Content
6,053
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 189,867,123 203,250,624 203,250,624
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 186,090,255 199,441,094
25 Net assets with donor restrictions............ 3,776,868 3,809,530
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)..... 189,867,123 203,250,624
30 Total liabilities and net assets/fund balances (see instructions). 189,867,123 203,250,624
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
189,867,123
2
Enter amount from Part I, line 27a .....................
2
8,383,760
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,999,741
4
Add lines 1, 2, and 3 ..........................
4
203,250,624
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
203,250,624
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b COLCHIS INCOME FUND, LTD. P    
c INDIA ACORN FUND CAYMAN LTD P    
d YORK CREDIT OPPORTUNITIES P    
e BOND II, L.P. P    
BOND III, LP P    
DALTON INVESTMENTS TRUST - SERIES B P    
ECHO STREET GOODCO SELECT II LP P    
FORESITE CAPITAL FUND V,LP P    
FORESITE CAPITAL FUND VI, L.P. P    
FORESITE CAPITAL OPPORTUNITY FUND V,LP P    
FUNDSMITH EQUITY FUND P    
GQG PARTNERS INTERNATIONAL EQUITY FUND P    
INNOVATION ENDEAVORS IV, LP P    
MAREN CAPITAL MAREN FUND LP P    
MGG SF EVERGREEN UNLEVERED FUND LP P    
NEW GENERATION TURNAROUND FUND (DELAWARE), LP P    
NOVALIS LIFESCIENCES INVESTMENTS II, LP P    
OWLS NEST PARTNERS LONG ONLY FUND, LP P    
THE OVERLOOK PARTNERS FUND, L.P. P    
WARBURG PINCUS GLOBAL GROWTH, L.P. P    
WARBURG PINCUS PRIVATE EQUITY XII(E&P) XII (B), L.P. P    
WARBURG PINCUS PRIVATE EQUITY XII, L.P. P    
WCM FOCUSED INTERNATIONAL OPPORTUNITIES P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 48,649,011   35,925,701 12,723,310
b 111,228   96,574 14,654
c 781,290   476,778 304,512
d 403,583   420,521 -16,938
e       -33,319
      -15,771
      207,088
      10,632
      361
      4,313
      -2,213
      127,651
      715,376
      -16,864
      406
      -62,441
      -9,180
      -116,048
      -42,696
      -2,089
      6,902
      -14,743
      82,785
      -52,366
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       12,723,310
b       14,654
c       304,512
d       -16,938
e       -33,319
      -15,771
      207,088
      10,632
      361
      4,313
      -2,213
      127,651
      715,376
      -16,864
      406
      -62,441
      -9,180
      -116,048
      -42,696
      -2,089
      6,902
      -14,743
      82,785
      -52,366
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 13,813,322
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) 1 217,121
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 217,121
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 217,121
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 300,592
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 350,592
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 10 133,471
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow133,471 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowNJ, 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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See 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.RITAALLEN.ORG
14
The books are in care ofright arrowKARI WILLIAMS TREASURER Telephone no.right arrow (609) 683-8010

Located atright arrowPO BOX 116PRINCETONNJ ZIP+4right arrow085421116
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
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
WILLIAM F GADSDEN CHAIRPERSON OF THE BOARD
2.00 		7,000 0 0
PO BOX 116
PRINCETON,NJ085421116
ELIZABETH G CHRISTOPHERSON PRESIDENT & CEO
40.00 		584,825 88,275 0
PO BOX 116
PRINCETON,NJ085421116
KARI A WILLIAMS FINANCE, TREASURER
40.00 		190,000 45,746 0
PO BOX 116
PRINCETON,NJ085421116
KATHERINE BELYI SECRETARY/KNOWLEDGE (THRU JULY 2024)
40.00 		122,658 17,959 0
PO BOX 116
PRINCETON,NJ085421116
ELIZABETH A FISHER SECRETARY/PROJECT MGMT (FROM DEC 2024)
40.00 		97,010 39,659 0
PO BOX 116
PRINCETON,NJ085421116
ANDREW K GOLDEN DIRECTOR
1.00 		0 0 0
PO BOX 116
PRINCETON,NJ085421116
LANDON Y JONES DIRECTOR (DECEASED AUGUST 2024)
1.00 		0 0 0
PO BOX 116
PRINCETON,NJ085421116
RODNEY PRIESTLEY PHD DIRECTOR
1.00 		4,000 0 0
PO BOX 116
PRINCETON,NJ085421116
SAMUEL S-H WANG PHD DIRECTOR
1.00 		4,000 0 0
PO BOX 116
PRINCETON,NJ085421116
SIVAN HONG DIRECTOR
1.00 		0 0 0
PO BOX 116
PRINCETON,NJ085421116
THE HONORABLE THOMAS H KEAN DIRECTOR
1.00 		0 0 0
PO BOX 116
PRINCETON,NJ085421116
CARL NATHAN MD DIRECTOR
1.00 		4,000 0 0
PO BOX 116
PRINCETON,NJ085421116
DAVID NIRENBERG PHD DIRECTOR
1.00 		0 0 0
PO BOX 116
PRINCETON,NJ085421116
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
RANDI CHMIELEWSKI STRATEGIC ENGAGEMENT
40.00 		214,157 98,772 0
PO BOX 116
PRINCETON,NJ085421116
JANIE SCURTI EXECUTIVE ASSISTANT
40.00 		98,697 45,164 0
PO BOX 116
PRINCETON,NJ085421116
TAMIKA DAVIS PROGRAM ADMINISTRATI
40.00 		83,341 22,931 0
PO BOX 116
PRINCETON,NJ085421116
NANCY KOVACEVICH GRANTS ADMINISTRATIO
40.00 		55,487 7,768 0
PO BOX 116
PRINCETON,NJ085421116
ATTAYAH DOUGLAS PROGRAM RESEARCH AND
40.00 		53,713 7,760 0
PO BOX 116
PRINCETON,NJ085421116
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
THE COLONY GROUP LLC INVESTMENT MANAGEMENT 526,949
599 LEXINGTON AVENUE 14TH FLOOR
NEW YORK,NY10022
BROWN ADVISORY MANAGEMENT LLC INVESTMENT MANAGEMENT 279,282
901 S BOND STREET SUITE 400
BALTIMORE,MD21231
RODRIGUEZ COMMUNITY GROUP LLC HR & STAFFING 65,725
572 S GAYLORD
DENVER,CO80209
SHAPIRO CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 58,173
3060 PEACHTREE RD SUITE 1555
ATLANTA,GA30305
Total number of others receiving over $50,000 for professional services.............right arrow0
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 DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDLING:DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: SCHOLARS VIRTUAL AND IN-PERSON SYMPOSIA, PUBLICATIONS FOR THE FIELD, SCIENCE PHILANTHROPY ALLIANCE, HEALTH RESEARCH ALLIANCE) PAIN RESEARCH KNOWLEDGE AND FIELD BUILDING (EXAMPLES: PAIN SCHOLARS MEETINGS, PAIN RESEARCH FUNDING CALLS, PUBLICATIONS FOR THE FIELD) 229,104
2 CIVIC SCIENCE AND PHILANTHROPY KNOWLEDGE AND FIELD BUILDING:CIVIC SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: CIVIC SCIENCE FELLOWS VIRTUAL AND IN-PERSON LABS AND CONVENINGS, PRACTICE AND SCIENCE OF CIVIC SCIENCE ADVISORY COMMITTEE, CIVIC SCIENCE FELLOWS PROGRAM ADMINISTRATION AND PARTNERSHIPS DEVELOPMENT, CIVIC SCIENCE HUB AND RESOURCES, RESEARCH AND PUBLICATIONS FOR THE FIE LD, CIVIC SCIENCE NEWSLETTER, SCIENCE IN SOCIETY FUNDER COLLABORATIVE, OPEN RESEARCH FUNDERS GROUP, TRANSFORMING EVIDENCE NETWORK) OTHER PHILANTHROPY KNOWLEDGE AND FIELD BUILDING (EXAMPLES: FUND FOR SHARED INSIGHT, MEDIA IMPACT FUNDERS, PHILANTHROPY FOR ACTIVE CIVICENGAGEMENT) 900,339
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
191,748,626
b
Average of monthly cash balances.......................
1b
7,374,149
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
199,122,775
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
199,122,775
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,986,842
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
196,135,933
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,806,797
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
9,806,797
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
217,121
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
217,121
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,589,676
4
Recoveries of amounts treated as qualifying distributions................
4
692
5
Add lines 3 and 4............................
5
9,590,368
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,590,368
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
8,702,104
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
8,702,104
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 9,590,368
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 8,089,092
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 8,702,104
a Applied to 2023, but not more than line 2a 8,089,092
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 613,012
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		8,977,356
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN ACADEMY OF ARTS AND SCIENCES

136 IRVING STREET NORTONS WOODS
CAMBRIDGE,MA02138 		N/A PC BRIDGING THE GAP BETWEEN SCIENCE AND THE PUBLIC 25,000

AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE

1200 NEW YORK AVENUE NW
WASHINGTON,DC20005 		N/A PC BRINGING AI EXPERTISE TO THE FEDERAL GOVERNMENT 50,000

AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE

1200 NEW YORK AVENUE NW
WASHINGTON,DC20005 		N/A PC STEMM OPPORTUNITY ALLIANCE 50,000

AMERICAN PHYSICAL SOCIETY

ONE PHYSICS ELLIPSE
COLLEGE PARK,MD207403844 		N/A PC CIVIC SCIENCE FELLOW 37,500

ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC)

818 CONNECTICUT AVENUE NW 7TH FLOOR
WASHINGTON,DC20006 		N/A PC CIVIC SCIENCE FELLOW 29,730

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA MAIL STOP BCM100
HOUSTON,TX77030 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 50,000

BOSTON CHILDREN'S HOSPITAL TRUSTBOSTON CHILDREN'S HOSPITAL

401 PARK DRIVE
BOSTON,MA02215 		N/A PC PROJECT SUPPORT 13,000

BOSTON UNIVERSITY

881 COMMONWEALTH AVENUE
BOSTON,MA02215 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

BOSTON UNIVERSITY COLLEGE OF COMMUNICATION

1 SILBER WAY 9TH FLOOR
BOSTON,MA02215 		N/A PC GENERAL SUPPORT 2,500

BOSTON UNIVERSITY COLLEGE OF COMMUNICATION

1 SILBER WAY 9TH FLOOR
BOSTON,MA02215 		N/A PC GENERAL SUPPORT 2,500

BRANDEIS UNIVERSITY (WM)

415 SOUTH STREET MAILSTOP 110
WALTHAM,MA02454 		N/A PC ANNUAL SUPPORT 190,000

BROWN UNIVERSITY (PRIMARY)

1 PROSPECT STREET PO BOX 1860
PROVIDENCE,RI029121860 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

CALIFORNIA COUNCIL ON SCIENCE AND TECHNOLOGY

1017 L ST 438
SACRAMENTO,CA95814 		N/A PC GENERAL SUPPORT 8,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

351 ARMS LABORATORY MC 206-31
PASADENA,CA91125 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

CIENCIA PUERTO RICO

55 HIGHT LANE
HAMDEN,CT06517 		N/A PC CIVIC SCIENCE PROGRAM 50,000

CIENCIA PUERTO RICO

55 HIGHT LANE
HAMDEN,CT06517 		N/A PC GENERAL SUPPORT 750

CIENCIA PUERTO RICO

55 HIGHT LANE
HAMDEN,CT06517 		N/A PC CIVIC SCIENCE FELLOW 70,336

CLIMATE CENTRAL

ONE PALMER SQUARE SUITE 330
PRINCETON,NJ08542 		N/A PC CIVIC SCIENCE FELLOW 60,000

COLD SPRING HARBOR LABORATORY

ONE BUNGTOWN ROAD
COLD SPRING HARBOR,NY11724 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

COLUMBIA UNIVERSITY

535 WEST 116TH STREET STE 202
NEW YORK,NY10027 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

CORNELL UNIVERSITY

OFFICE OF SPONSORED PROGRAMS 373
PINE TREE ROAD EAST HILL PLAZA
ITHACA,NY14853 		N/A PC CIVIC SCIENCE FELLOW 60,000

COUNCIL FOR THE ADVANCEMENT OF SCIENCE WRITING

PO BOX 910
HEDGESVILLE,WV25427 		N/A PC GENERAL SUPPORT 11,500

COUNCIL ON FOUNDATIONS

1255 23RD ST NW SUITE 200
WASHINGTON,DC20037 		N/A PC GENERAL SUPPORT 9,000

FALLING WALLS FOUNDATION GGMBH

KOCHSTRABE 6/7
BERLIN   10969
GM 		N/A PC FALLING WALLS CIRCLE PLENARY TABLE 50,000

HARVARD MEDICAL SCHOOL

25 SHATTUCK STREET
BOSTON,MA02115 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

HARVARD MEDICAL SCHOOL

25 SHATTUCK STREET
BOSTON,MA02115 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 110,000

HARVARD UNIVERSITY

MASSACHUSETTS HALL
CAMBRIDGE,MA02138 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 110,000

INSTITUTE FOR ADVANCED STUDY

1 EINSTEIN DRIVE
PRINCETON,NJ08540 		N/A PC CIVIC SCIENCE FELLOW 100,000

JOHNS HOPKINS UNIVERSITY

2715 NORTH CHARLES STREET
BALTIMORE,MD21218 		N/A PC THE FUTURE OF SCIENCE IS CIVIC 63,000

KAISER FAMILY FOUNDATION

185 BERRY STREET SUITE 2000
SAN FRANCISCO,CA94107 		N/A PC 2024 HEALTH COVERAGE FELLOWSHIP - GENERAL SUPPORT 15,000

LEGACY OF HOPE

1939 FAIRMONT AVE
PHILADELPHIA,PA19130 		N/A PC GENERAL OPERATING SUPPORT 131

LEGACY OF HOPE

1939 FAIRMONT AVE
PHILADELPHIA,PA19130 		N/A PC GENERAL OPERATING SUPPORT 52

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

DEPT OF BIOLOGY
CAMBRIDGE,MA021394307 		N/A PC BUILDING TRUST IN SCIENCE: CONFERENCE FOR A MORE INFORMED FUTURE 30,000

MCGILL UNIVERSITY (PRIMARY PAIN)

845 SHERBROOKE ST WEST JAMES ADMIN
BLDG 2ND FLOOR
MONTREAL,QUEBECH3A 0G4
CA 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 50,000

MEDIA IMPACT FUNDERS

200 WEST WASHINGTON SQUARE STE 200
PHILADELPHIA,PA19106 		N/A PC PROJECT SUPPORT 25,000

MEDIA IMPACT FUNDERS

200 WEST WASHINGTON SQUARE STE 200
PHILADELPHIA,PA19106 		N/A PC GENERAL OPERATING SUPPORT 25,000

MEDIA IMPACT FUNDERS

200 WEST WASHINGTON SQUARE STE 200
PHILADELPHIA,PA19106 		N/A PC GENERAL SUPPORT 15,000

MEMORIAL SLOAN KETTERING CANCER CENTER (PRIMARY)

1275 YORK AVENUE
NEW YORK,NY10065 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

MONTCLAIR STATE UNIVERSITY FOUNDATION

1 NORMAL AVENUE
MONTCLAIR,NJ07043 		N/A PC CENTER FOR COOPERATIVE MEDIA CIVIC SCIENCE FELLOW 43,399

MULTIPLIER

548 MARKET ST
SAN FRANCISCO,CA941045401 		N/A PC CIVIC SCIENCE FUNDERS COLLABORATIVE 200,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH ST
WASHINGTON,DC20001 		N/A PC IMPLICATIONS OF RECENT SUPREME COURT DECISIONS FOR AGENCY DECISION-MAKING 25,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		N/A PC STANDING COMMITTEE ON ADVANCING SCIENCE COMMUNICATION 100,000

NATIONAL SCIENCE POLICY NETWORK

548 MARKET ST
SAN FRANCISCO,CA941045401 		N/A PC GENERAL SUPPORT 1,000

NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION

1801 FAYETTEVILLE STREET
DURHAM,NC27707 		N/A PC GENERAL SUPPORT 500

PACE (PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT)

1717 RHODE ISLAND AVE NW SUITE 700
WASHINGTON,DC20036 		N/A PC CIVIC LANGUAGE PERCEPTIONS PROJECT 25,000

PHILANTHROPY NEW YORK

1500 BROADWAY 7TH FLOOR
NEW YORK,NY10036 		N/A PC GENERAL SUPPORT 750

RESEARCH FOUNDATION CUNY OBO ADVANCED SCIENCE RESEARCH CENTER

85 SAINT NICHOLAS TERRACE
NEW YORK,NY100311264 		N/A PC CIVIC SCIENCE FELLOW 60,000

RESEARCHAMERICA

241 18TH ST SOUTH SUITE 501
ALEXANDRIA,VA22202 		N/A PC SETTING A STRATEGIC COURSE FOR CIVIC SCIENCE 75,000

RESEARCHAMERICA

241 18TH ST SOUTH SUITE 501
ALEXANDRIA,VA22202 		N/A PC CIVIC SCIENCE PROGRAM 25,000

RESEARCHAMERICA

241 18TH ST SOUTH SUITE 501
ALEXANDRIA,VA22202 		N/A PC STAC TASK FORCE TO ADVANCE U.S. COMPETITIVENESS IN THE 21ST CENTURY 175,000

RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY

6100 MAIN STREET SUITE 120
HOUSTON,TX77005 		N/A PC CIVIC SCIENCE PROGRAM 35,000

ROCKEDU SCIENCE OUTREACH AT THE ROCKEFELLER UNIVERSITY

1230 YORK AVE PO BOX 53
NEW YORK,NY10065 		N/A PC CIVIC SCIENCE ASSOCIATE 105,000

ROCKEFELLER UNIVERSITY - CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE

1230 YORK AVE SUITE 123
NEW YORK,NY10065 		N/A PC CIVIC SCIENCE FELLOW 90,000

ROSALIND FRANKLIN SOCIETY

140 HUGUENOT STREET
NEW ROCHELLE,NY10801 		N/A PC PROJECT SUPPORT 20,000

RUTGERS THE STATE UNIVERSITY OF NEW JERSEY

33 KNIGHTSBRIDGE RD 2ND FLOOR EAST
PISCATAWAY,NJ08854 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 110,000

RUTGERS THE STATE UNIVERSITY OF NEW JERSEY

33 KNIGHTSBRIDGE RD 2ND FLOOR EAST
PISCATAWAY,QUEBEC08854
CA 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 50,000

RUTGERS THE STATE UNIVERSITY OF NJ

191 RYDERS LANE
NEW BRUNSWICK,NJ08901 		N/A PC EAGLETON INSTITUTE CIVIC SCIENCE FELLOW 39,750

SALK INSTITUTE FOR BIOLOGICAL STUDIES

PO BOX 85800
SAN DIEGO,CA92186 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

SCIENCE COMMUNICATION LAB INC

600 16TH ST STE 2240
SAN FRANCISCO,CA94143 		N/A PC CIVIC SCIENCE FELLOW 56,048

SCIENCE FRIDAY INITIATIVE

19 W 44TH STREET SUITE 412
NEW YORK,NY10036 		N/A PC INCREASING ACCESS TO SCIENCE POLICY REPORTING 50,000

SCIENCE PHILANTHROPY ALLIANCE

160 FIFTH AVENUE 7TH FLOOR
NEW YORK,NY10010 		N/A PC GENERAL SUPPORT 10,000

SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY

PO BOX 13975
RESEARCH TRIANGLE PARK,NC27709 		N/A PC GENERAL SUPPORT 10,000

ST BALDRICK'S FOUNDATION

1333 SOUTH MAYFLOWER AVE SUITE 400
MONROVIA,CA91016 		N/A PC GENERAL SUPPORT 51

STANFORD UNIVERSITY

OFFICE OF THE PRESIDENT BUILDING 10
STANFORD,CA94305 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

STANFORD UNIVERSITY

OFFICE OF THE PRESIDENT BUILDING 10
STANFORD,CA94305 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

STANFORD UNIVERSITY

OFFICE OF THE PRESIDENT BUILDING 10
STANFORD,CA94305 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

STANFORD UNIVERSITY

OFFICE OF THE PRESIDENT BUILDING 10
STANFORD,CA94305 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

STELLENBOSCH UNIVERSITY SOUTH AFRICA

KROTOA BUILDING 2048 RYNEVELD
STREET
STELLENBOSCH,WESTERN CAPE7600
SF 		N/A PC CIVIC SCIENCE IN SOUTH AFRICA 25,000

STEM FROM DANCE INC

315 EMPIRE BOULEVARD STE 250562
BROOKLYN,NY11225 		N/A PC GENERAL SUPPORT 300

STONY BROOK FOUNDATION

230 ADMINISTRATION STONY BROOK
UNIVERSITY
STONY BROOK,NY117941188 		N/A PC SCIENCE COMMUNICATION FOR SCIENTISTS 25,000

THE ASPEN INSTITUTE

2300 N STREET NW SUITE 700
WASHINGTON,DC20037 		N/A PC SCIENCE AT THE BALLOT BOX: WHATS AT STAKE FOR SCIENCE 30,000

THE COMMUNICATIONS NETWORK

1717 N NAPER BLVD SUITE 200-20
NAPERVILLE,IL60563 		N/A PC CIRCLES 15,000

THE JOHNS HOPKINS UNIVERSITY

JOHNS HOPKINS UNIVERSITY 242
GARLAND HALL 3400 N CHARLES STREET
BALTIMORE,MD21218 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 110,000

THE KAVLI CENTER FOR ETHICS SCIENCE AND THE PUBLIC

1608 FOURTH STREET SUITE 220
BERKELEY,CA947101749 		N/A PC CIVIC SCIENCE FELLOW 65,000

THE KAVLI CENTER FOR ETHICS SCIENCE AND THE PUBLIC

1608 FOURTH STREET SUITE 220
BERKELEY,CA947101749 		N/A PC CIVIC SCIENCE FELLOW 50,000

THE KNOWLEDGE HOUSE FELLOWSHIP INC

26 BRUCKNER BLVD
BRONX,NY10454 		N/A PC CIVIC SCIENCE FELLOW 50,000

THE PENNSYLVANIA STATE UNIVERSITY

2583 GATEWAY DR SUITE 130
STATE COLLEGE,PA168013098 		N/A PC GENERAL SUPPORT 50

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY

1608 FOURTH STREET SUITE 220
BERKELEY,CA947101749 		N/A PC DATA INNOVATION LAB CIVIC SCIENCE FELLOW 10,103

THE ROCKEFELLER UNIVERSITY (PRIMARY)

1230 YORK AVENUE
NEW YORK,NY10065 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

THE ROCKEFELLER UNIVERSITY (PRIMARY)

1230 YORK AVENUE
NEW YORK,NY10065 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

THE STEM ADVOCACY INSTITUTE INC

6 LIBERTY SQ PMB 255
BOSTON,MA02109 		N/A PC CIVIC SCIENCE MEDIA LAB 25,000

THE STEM ADVOCACY INSTITUTE INC

6 LIBERTY SQ PMB 255
BOSTON,MA02109 		N/A PC CIVIC SCIENCE MEDIA LAB 20,000

THE UNIVERSITY OF TEXAS AT DALLAS

800 W CAMPBELL ROAD
RICHARDSON,TX750803021 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 50,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNENBERG PUBLIC POLICY CENTER

202 S 36TH STREET
PHILADELPHIA,PA19104 		N/A PC CIVIC SCIENCE FELLOWS PROGRAM 34,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNENBERG PUBLIC POLICY CENTER

202 S 36TH STREET
PHILADELPHIA,PA19104 		N/A PC ANNENBERG PUBLIC POLICY CENTER CIVIC SCIENCE FELLOW 16,018

TUFTS UNIVERSITY

RESEARCH ADMINISTRATION 136
HARRISON AVE
BOSTON,MA021111817 		N/A PC CIVIC SCIENCE FELLOWSHIP NETWORK SUPPORT 30,389

UF FOUNDATION INC

PO BOX 14425
GAINESVILLE,FL326049949 		N/A PC GENERAL SUPPORT 4,000

UNITED JEWISH APPEAL (WM)

130 EAST 59TH STREET
NEW YORK,NY10022 		N/A PC ANNUAL SUPPORT 95,000

UNITED STATES ASSOCIATION FOR THE STUDY OF PAIN

7 GLADDEN ROAD
ANNAPOLIS,MD21401 		N/A PC PROJECT SUPPORT 1,000

UNITED STATES ASSOCIATION FOR THE STUDY OF PAIN

7 GLADDEN ROAD
ANNAPOLIS,MD21401 		N/A PC GENERAL SUPPORT 15,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

600 16TH STREET
SAN FRANCISCO,CA94158 		N/A PC GENERAL SUPPORT 5,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

SCHOOL OF MEDICINE 513 PARNASSUS
AVENUE
SAN FRANCISCO,CA941430410 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 110,000

UNIVERSITY OF MICHIGAN

2074 FLEMING ADMINISTRATION
BUILDING 503 THOMPSON STREET
ANN ARBOR,MI481091340 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 110,000

UNIVERSITY OF RHODE ISLAND FOUNDATION

79 UPPER COLLEGE ROAD
KINGSTON,RI02881 		N/A PC GENERAL SUPPORT 250

UNIVERSITY OF WASHINGTON

PO BOX 356350
SEATTLE,WA981956350 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

VANDERBILT UNIVERSITY

CHANCELLORS OFFICE 211 KIRKLAND
HALL
NASHVILLE,TN37212 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

WASHINGTON UNIVERSITY IN ST LOUIS

CAMPUS PO BOX 1192
ST LOUIS,MO63130 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

WILLIAMS COLLEGE ALUMNI FUND

75 PARK ST
WILLIAMSTOWN,MA01267 		N/A PC GENERAL SUPPORT 50

YALE UNIVERSITY

PO BOX 208229
NEW HAVEN,CT065208229 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

YALE UNIVERSITY

PO BOX 208229
NEW HAVEN,CT065208229 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000

YALE UNIVERSITY

PO BOX 208229
NEW HAVEN,CT065208229 		N/A PC RITA ALLEN FOUNDATION SCHOLARS PROGRAM 100,000
Total .................................right arrow 3a 5,515,657
bApproved for future payment

AMERICAN ACADEMY OF ARTS AND SCIENCES
136 IRVING STREET NORTONS WOODS
CAMBRIDGE,MA02138 		N/A PC BRIDGING THE GAP BETWEEN SCIENCE AND THE PUBLIC 25,000

AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NW
WASHINGTON,DC20005 		N/A PC STEMM OPPORTUNITY ALLIANCE 50,000

AMERICAN PHYSICAL SOCIETY
ONE PHYSICS ELLIPSE
COLLEGE PARK,MD207403844 		N/A PC CIVIC SCIENCE FELLOW 12,500

ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC)
818 CONNECTICUT AVENUE NW
WASHINGTON,DC20006 		N/A PC CIVIC SCIENCE FELLOW 9,970

CIENCIA PUERTO RICO
55 HIGHT LANE
HAMDEN,CT06517 		N/A PC CIVIC SCIENCE FELLOW 16,704

CLIMATE CENTRAL
ONE PALMER SQUARE SUITE 330
PRINCETON,NJ08542 		N/A PC CIVIC SCIENCE FELLOW 20,000

CORNELL UNIVERSITY
OFFICE OF SPONSORED PROGRAMS 373
PINE TREE ROAD EAST HILL PLAZA
ITHACA,NY14853 		N/A PC CIVIC SCIENCE FELLOW 18,081

FRANKLIN INSTITUTE
222 NORTH 20TH STREET
PHILADELPHIA,PA19103 		N/A PC CIVIC SCIENCE FELLOW 80,000

JOHNS HOPKINS UNIVERSITY
2715 NORTH CHARLES STREET
BALTIMORE,MD21218 		N/A PC THE FUTURE OF SCIENCE IS CIVIC 100,000

MONTCLAIR STATE UNIVERSTIY FOUNDATION
1 NORMAL AVENUE
MONTCLAIR,NJ07043 		N/A PC CIVIC SCIENCE FELLOW 14,287

MORGRIDGE INSTITUTE FOR RESEARCH
330 NORTH ORCHARD STREET
MADISON,WI53715 		N/A PC CIVIC SCIENCE FELLOW 87,559

NATIONAL ACADEMY OF SCIENCES
500 FIFTH ST
WASHINGTON,DC20001 		N/A PC AGENCY DECISION-MAKING WORKSHOP 50,000

RESEARCH FOUNDATION CUNY OBO ADVANCED SCIENCE RESEARCH CENTER
85 SAINT NICHOLAS TERRACE
NEW YORK,NY100311264 		N/A PC CIVIC SCIENCE FELLOW 20,000

RESEARCHAMERICA
241 18TH ST SOUTH
ALEXANDRIA,VA22202 		N/A PC STAC TASK FORCE 25,000

RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY
6100 MAIN STREET SUITE 120
HOUSTON,TX77005 		N/A PC CIVIC SCIENCE FELLOW 15,000

ROCKEFELLER UNIVERSITY CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE
1230 YORK AVE
NEW YORK,NY10065 		N/A PC CIVIC SCIENCE FELLOW 20,000

RUTGERS THE STATE UNIVERSITY OF NJ
191 RYDERS LANE
NEW BRUNSWICK,NJ08901 		N/A PC CIVIC SCIENCE FELLOW 12,750

SCIENCE COMMUNICATION LAB INC
600 16TH ST STE 2240
SAN FRANCISCO,CA94143 		N/A PC CIVIC SCIENCE FELLOW 17,338

SCIENCE PHILANTHROPY ALLIANCE
1259 EL CAMINO REAL UNIT 1100
MENLO PARK,CA94025 		N/A PC CIVIC SCIENCE FELLOW 65,000

STELLENBOSCH UNIVERSITY SOUTH AFRICA
KROTOA BUILDING 2048
STELLENBOSCH,WESTERN CAPE7600
SF 		N/A PC CIVIC SCIENCE PROGRAM 25,000

STONY BROOK FOUNDATION
230 ADMINISTRATION STONY BROOK
UNIVERSITY
STONY BROOK,NY117941188 		N/A PC SCIENCE COMMUNICATION FOR SCIENTISTS 25,000

THE ASPEN INSTITUTE
2300 N STREET NW
WASHINGTON,DC20037 		N/A PC SCIENCE AT THE BALLOT BOX 20,000

THE COMMUNICATIONS NETWORK
1717 N NAPER BLVD SUITE 200-20
NAPERVILLE,IL60563 		N/A PC CIRCLES 15,000

THE KAVLI CENTER FOR ETHICS SCIENCE AND THE PUBLIC
1608 FOURTH STREET SUITE 220
BERKELEY,CA947101749 		N/A PC CIVIC SCIENCE FELLOW 15,000

THE KNOWLEDGE HOUSE FELLOWSHIP INC
26 BRUCKNER BLVD
BRONX,NY10454 		N/A PC CIVIC SCIENCE FELLOW 15,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREET SUITE 220
BERKELEY,CA94710 		N/A PC HAAS DATA INNOVATION LAB 8,900

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
UCLA CHANCELLLORS OFFICE 2211
MURPHY HALL
LOS ANGELES,CA90095 		N/A PC CIVIC SCIENCE FELLOW 80,000

THE STEM ADVOCACY INSTITUTE INC
6 LIBERTY SQ
BOSTON,MA02109 		N/A PC CIVIC SCIENCE MEDIA LAB PROGRAM 5,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNENBERG PUBLIC POLICY CENTER
202 S 36TH STREET
PHILADELPHIA,PA19104 		N/A PC CIVIC SCIENCE FELLOW 5,557
Total ................................. right arrow 3b 873,646
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 813,781  
4 Dividends and interest from securities ....     14 1,934,308  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 325,516  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 15,413,258  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT REFUNDS 		    01 692  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 18,487,555 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
18,487,555
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL STATEMENT AUDIT AND TAX RETURNS PREPARATION 47,350 0   47,350
BOOKKEEPING 30,000 0   30,000

TY 2024 InvestmentsCorpStockSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 3029 SHARES 342,610 342,610
ACCENTURE PLC 844 SHARES 296,911 296,911
ADOBE INC 2047 SHARES 910,260 910,260
ADOBE INC 751 SHARES 333,955 333,955
AGILENT TECHNOLOGIES INC 6089 SHARES 817,996 817,996
AIRBNB INC 2100 SHARES 275,960 275,960
ALIGN TECHNOLOGY INC 2837 SHARES 591,542 591,542
ALPHABET INC 10234 SHARES 1,937,295 1,937,295
ALPHABET INC 13607 SHARES 2,591,316 2,591,316
ALPHABET INC 2230 SHARES 424,680 424,680
ALPHABET INC 3027 SHARES 576,461 576,461
AMAZON.COM INC 14285 SHARES 3,133,986 3,133,986
AMAZON.COM INC 4937 SHARES 1,083,128 1,083,128
AMER SPORTS INC 51825 SHARES 1,449,027 1,449,027
AMERICAN INTERNATIONAL GROUP 14622 SHARES 1,064,482 1,064,482
ANALOG DEVICES INC 4217 SHARES 895,944 895,944
APPLE INC 1665 SHARES 416,949 416,949
APPLE INC 9382 SHARES 2,349,440 2,349,440
AUTODESK INC 4041 SHARES 1,194,398 1,194,398
AXALTA COATING SYSTEMS LTD 5100 SHARES 174,522 174,522
BAKER HUGHES CO 21898 SHARES 898,256 898,256
BANK OF AMERICA CORP 17561 SHARES 771,806 771,806
BANK OF AMERICA CORP 9600 SHARES 421,920 421,920
BAXTER INTERNATIONAL INC 12500 SHARES 364,500 364,500
BERKSHIRE HATHAWAY INC 5807 SHARES 2,632,197 2,632,197
BERKSHIRE HATHAWAY INC 910 SHARES 412,485 412,485
BLACKSTONE INC 2970 SHARES 512,087 512,087
BOOKING HOLDINGS INC 345 SHARES 1,714,105 1,714,105
BRIGHT HORIZONS FAMILY SOLUTIO 5266 SHARES 583,736 583,736
CANADIAN NATIONAL RAILWAY CO 6352 SHARES 644,792 644,792
CARMAX INC 8739 SHARES 714,501 714,501
CARRIER GLOBAL CORP 13752 SHARES 938,712 938,712
CORNING INC 3650 SHARES 173,448 173,448
COSTAR GROUP INC 1781 SHARES 127,502 127,502
DANAHER CORP 2951 SHARES 677,402 677,402
DEVON ENERGY CORP 6500 SHARES 212,745 212,745
DUN & BRADSTREET HOLDINGS INC 14400 SHARES 179,424 179,424
EDWARDS LIFESCIENCES CORP 20088 SHARES 1,487,115 1,487,115
ELANCO ANIMAL HEALTH INC 35200 SHARES 426,272 426,272
ELEVANCE HEALTH INC 2828 SHARES 1,043,249 1,043,249
ELI LILLY & CO 355 SHARES 274,060 274,060
FERGUSON ENTERPRISES INC 5219 SHARES 905,862 905,862
FIRST CITIZENS BANCSHARES INC/ 744 SHARES 1,572,087 1,572,087
FISERV INC 8434 SHARES 1,732,512 1,732,512
GARTNER INC 260 SHARES 125,962 125,962
GE AEROSPACE 4695 SHARES 783,079 783,079
GRAPHIC PACKAGING HOLDING CO 14100 SHARES 382,956 382,956
ILLUMINA INC 4833 SHARES 645,834 645,834
INTUIT INC 2179 SHARES 1,369,502 1,369,502
ISHARES CORE S&P 500 ETF 9,374.0000 SHARES 1,500,545 1,500,545
KKR & CO INC 23093 SHARES 3,415,686 3,415,686
KLA CORP 927 SHARES 584,121 584,121
L3HARRIS TECHNOLOGIES INC 1765 SHARES 371,144 371,144
LIONS GATE ENTERTAINMENT CORP 45000 SHARES 339,750 339,750
LOWE'S COS INC 2906 SHARES 717,201 717,201
MASTERCARD INC 6099 SHARES 3,211,550 3,211,550
MASTERCARD INC 850 SHARES 447,585 447,585
META PLATFORMS INC 5758 SHARES 3,371,367 3,371,367
MICRON TECHNOLOGY INC 4625 SHARES 389,240 389,240
MICROSOFT CORP 10701 SHARES 4,510,472 4,510,472
MICROSOFT CORP 1591 SHARES 670,607 670,607
MOHAWK INDUSTRIES INC 1950 SHARES 232,304 232,304
MSCI INC 525 SHARES 315,005 315,005
NASDAQ INC 4740 SHARES 366,449 366,449
NCR VOYIX CORP 28500 SHARES 394,440 394,440
NETFLIX INC 472 SHARES 420,703 420,703
NOMAD FOODS LTD 38921 SHARES 653,094 653,094
NOVO NORDISK A/S ADR 1506 SHARES 129,546 129,546
OKTA INC 3655 SHARES 288,014 288,014
ORACLE CORP 2820 SHARES 469,925 469,925
PAYCOM SOFTWARE INC 767 SHARES 157,212 157,212
PENN ENTERTAINMENT INC 19600 SHARES 388,472 388,472
PINTEREST INC 12200 SHARES 353,800 353,800
PROGRESSIVE CORP/THE 4668 SHARES 1,118,499 1,118,499
SENSATA TECHNOLOGIES HOLDING P 10600 SHARES 290,440 290,440
SERVICENOW INC 415 SHARES 439,950 439,950
SHOPIFY INC 4089 SHARES 434,783 434,783
SS&C TECHNOLOGIES HOLDINGS INC 4600 SHARES 348,588 348,588
SUNCOR ENERGY INC 33243 SHARES 1,186,110 1,186,110
TAIWAN SEMICONDUCTOR MANUFACTU ADR 12939 SHARES 2,555,323 2,555,323
THERMO FISHER SCIENTIFIC INC 652 SHARES 339,190 339,190
TJX COS INC/THE 8928 SHARES 1,078,592 1,078,592
T-MOBILE US INC 4686 SHARES 1,034,341 1,034,341
TOPGOLF CALLAWAY BRANDS CORP 25900 SHARES 203,574 203,574
UBER TECHNOLOGIES INC 12076 SHARES 728,424 728,424
ULTRA CLEAN HOLDINGS INC 4700 SHARES 168,965 168,965
UNITED RENTALS INC 2058 SHARES 1,449,738 1,449,738
UNITEDHEALTH GROUP INC 305 SHARES 154,287 154,287
UNITEDHEALTH GROUP INC 4830 SHARES 2,443,304 2,443,304
VISA INC 10297 SHARES 3,254,264 3,254,264
VISA INC 1617 SHARES 511,037 511,037
WALT DISNEY CO/THE 4400 SHARES 489,940 489,940
WORKDAY INC 2534 SHARES 653,848 653,848
WORKDAY INC 999 SHARES 257,772 257,772
ZIMMER BIOMET HOLDINGS INC 3990 SHARES 421,464 421,464
ZOETIS INC 1957 SHARES 318,854 318,854

TY 2024 InvestmentsGovtObligationsSch
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
US Government Securities - End of Year Book Value:

459,128
US Government Securities - End of Year Fair Market Value:

459,128
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARGYLE FMV 1,977,942 1,977,942
BOND CAPITAL FUND LP FMV 1,551,327 1,551,327
BOND II, LP FMV 816,211 816,211
BOND III, LP FMV 402,634 402,634
COLCHIS INCOME FUND LTD FMV 147,588 147,588
DALTON ASIA PACIFIC FMV 2,941,200 2,941,200
DG VALUE PARTNERS II OFFSHORE FUND FMV 3,126,063 3,126,063
FDAF DISLOCATED ASSET FUND II (CAYMAN) LIMITED FMV 530,690 530,690
FDAF DISLOCATED ASSET FUND III(CAYMAN) LIMITED FMV 1,328,289 1,328,289
FDAF DISLOCATED ASSET FUND IV (CAYMAN) LIMITED FMV 2,441,616 2,441,616
FHLMC MULTICLASS MTG 5035 ZA FMV 128,861 128,861
FHLMC MULTICLASS MTG 5352 KA FMV 144,403 144,403
FHLMC MULTICLASS MTG 5441 JL FMV 303,825 303,825
FHLMC POOL #RJ-1927 FMV 1,067,499 1,067,499
FNMA GTD REMIC P/T 13-20 YZ FMV 173,119 173,119
FNMA GTD REMIC P/T 20-22 DY FMV 252,308 252,308
FNMA GTD REMIC P/T 21-57 Y FMV 209,618 209,618
FNMA GTD REMIC P/T 22-57 ZG FMV 544,462 544,462
FNMA POOL #0CB8982 FMV 1,136,736 1,136,736
FNMA POOL #0FS7064 FMV 235,273 235,273
FORESITE CAPITAL FUND V LP FMV 475,505 475,505
FORESITE CAPITAL FUND VI LP FMV 457,488 457,488
FORESITE CAPITAL OPPORTUNITY FUND V, L.P. FMV 116,948 116,948
FUNDSMITH EQUITY FUND LP CLASS FMV 5,099,745 5,099,745
GMO RESOURCES FUND-III FMV 2,541,421 2,541,421
GNMA GTD REMIC P/T 17-38 Z FMV 579,299 579,299
GNMA GTD REMIC P/T 21-156 CZ FMV 246,365 246,365
GNMA GTD REMIC P/T 22-127 QM FMV 444,136 444,136
GNMA GTD REMIC P/T 22-139 ZE FMV 114,677 114,677
GNMA GTD REMIC P/T 22-152 CN FMV 410,983 410,983
GNMA GTD REMIC P/T 22-152 DN FMV 515,642 515,642
GNMA GTD REMIC P/T 22-18 PZ FMV 173,277 173,277
GNMA GTD REMIC P/T 23-106 LZ FMV 279,836 279,836
GNMA GTD REMIC P/T 23-18 AZ FMV 497,937 497,937
GNMA GTD REMIC P/T 23-56 KJ FMV 191,132 191,132
GNMA GTD REMIC P/T 23-7 Z FMV 436,848 436,848
GNMA GTD REMIC P/T 23-99 EL FMV 343,320 343,320
GQG PARTNERS INTERNATIONAL FMV 3,257,079 3,257,079
INDIA ACORN FUND (CAYMAN) LTD FMV 4,699,665 4,699,665
INNOVATION ENDEAVORS IV LP FMV 761,474 761,474
MAINGATE MLP FUND-I FMV 6,895,234 6,895,234
MAREN CAPITAL FMV 8,596,172 8,596,172
MGG SF EVERGREEN UNLEVERED FMV 4,139,245 4,139,245
NOVALIS LIFESCIENCES INVESTMENTS II, LP FMV 990,799 990,799
NOVALPINA CAPITAL PTNRS I SCSP FMV 819,933 819,933
ORCHARD LIQUID CREDIT FUND FMV 1,718,621 1,718,621
OVERLOOK PARTNERS FD LP FMV 3,430,340 3,430,340
OWLS NEST PARTNERS FMV 2,685,259 2,685,259
THIRD POINT OFFSHORE FUND LTD FMV 3,148,683 3,148,683
THIRD POINT STRUCTURED CREDIT OPPORTUNITIES OFFSHORE FUND LP FMV 4,891,176 4,891,176
VANGUARD ST TRSY INDX FMV 21,246,086 21,246,086
WARBURG PINCUS GLOBAL GROWTH FMV 2,333,948 2,333,948
WARBURG PINCUS GLOBAL GROWTH 14 FMV 1,203,951 1,203,951
WARBURG PINCUS PE XII LP FMV 1,821,246 1,821,246
WCM FOCUSED INTERNATIONAL OPPORTUNITIES FUND LP FMV 1,238,209 1,238,209
WF ASIAN SMALLER COMPANIES FMV 3,182,701 3,182,701
YORK CREDIT OPPORTUNITIES FMV 49,220 49,220

TY 2024 LegalFeesSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 6,833 0   6,833


TY 2024 OtherAssetsSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 6,053 6,053 6,053


TY 2024 OtherExpensesSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 13,674 0   13,674
OFFICE EXPENSES 6,005 0   6,005
MEMBERSHIPS AND DUES 30,824 0   30,824
ANNUAL REPORT FILING 1,533 0   1,533
SCIENTIFIC ADVISORY HONORARIA 42,000 0   42,000
PAYROLL SERVICE 4,379 0   4,379
GRANT SOFTWARE & WEB SERVICES 50,002 0   50,002
OFFICE FURNITURE AND EQUIPMENT 15,529 0   15,529
PROGRAM/COMMUNICATIONS EXPENSE 116,298 0   116,298
SYMPOSIUMS AND WORKSHOP 110,729 0   110,729
OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1S 0 423,768   0
DIRECT CHARITABLE ACTIVITES 338,388 0   338,388
BANK FEES 1,763 1,763   0
STAFF DEVELOPMENT 308 0   308


TY 2024 OtherIncomeSchedule2
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME 321,132 0 321,132
CLASS ACTION SETTLEMENT 1,535 1,535 1,535
OTHER MISCELLANEOUS INCOME 2,849 2,849 2,849
OTHER INVESTMENT INCOME THROUGH SCHEDULE K-1S 0 285,204 0
GRANT REFUNDS 692   692


TY 2024 OtherIncreasesSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Description Amount
UNREALIZED GAIN ON INVESTMENTS 4,999,741


TY 2024 OtherProfessionalFeesSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT CUSTODIAL, ADVISORY AND MANAGEMENT FEES 1,154,928 1,211,606   0
OTHER PROFESSIONAL FEES 3,494 0   3,494
IT SERVICES 13,200 0   13,200
HR AND STAFFING CONSULTANTS 97,806 0   97,806


TY 2024 TaxesSchedule
Name:
RITA ALLEN FOUNDATION INC
EIN:
13-6116429
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 245,000 0   0
FOREIGN TAXES WITHHELD THROUGH SCHEDULE K-1S 0 39,943   0