Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE WILLIAM H DONNER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)520 WHITE PLAINS ROAD 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TARRYTOWN, NY105915118
A Employer identification number

23-1611346
B Telephone number (see instructions)

(914) 524-0404
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$200,687,998J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 388,450 388,450  
4 Dividends and interest from securities... 3,131,103 3,112,128  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -523,684
b Gross sales price for all assets on line 6a 71,655,955
7 Capital gain net income (from Part IV, line 2)... 0
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
3,122,514 3,238,260  
12 Total. Add lines 1 through 11........ 6,118,383 6,738,838  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 332,776 70,000   262,776
15 Pension plans, employee benefits....... 30,413 0   30,559
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
57,468 0   88,892
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
111,986 0   141,874
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,564,354 1,413,097   183,700
17 Interest............... 504 167,010   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
48,480 963   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 20,761 0   22,909
21 Travel, conferences, and meetings....... 234,202 26,746   232,939
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,227,751 1,798,269   228,840
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,628,695 3,476,085   1,192,489
25 Contributions, gifts, grants paid....... 10,419,567 10,419,567
26 Total expenses and disbursements. Add lines 24 and 25 15,048,262 3,476,085   11,612,056
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,929,879
b Net investment income (if negative, enter -0-) 3,262,753
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.............   250,856 250,856
2 Savings and temporary cash investments......... 3,947,135 31,920,489 31,920,489
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.......... 37,128 12,960 12,960
10a Investments—U.S. and state government obligations (attach schedule) 14,772,974 Click to see attachment
List of Attached Documents:
// Content
15,716,578 		15,716,578
b Investments—corporate stock (attach schedule)....... 32,674,134 Click to see attachment
List of Attached Documents:
// Content
35,601,297 		35,601,297
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).......... 158,209,163 Click to see attachment
List of Attached Documents:
// Content
116,909,142 		116,909,142
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
126,274 		Click to see attachment
List of Attached Documents:
// Content
276,676 		Click to see attachment
List of Attached Documents:
// Content
276,676
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 209,766,808 200,687,998 200,687,998
Liabilities 17 Accounts payable and accrued expenses.......... 365,611 135,146
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) Click to see attachment
List of Attached Documents:
// Content
623,744 		Click to see attachment
List of Attached Documents:
// Content
658,405
23 Total liabilities (add lines 17 through 22)......... 989,355 793,551
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........... 199,232,201 190,220,333
25 Net assets with donor restrictions............ 9,545,252 9,674,114
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 208,777,453 199,894,447
30 Total liabilities and net assets/fund balances (see instructions). 209,766,808 200,687,998
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
208,777,453
2
Enter amount from Part I, line 27a .....................
2
-8,929,879
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
47,534
4
Add lines 1, 2, and 3 ..........................
4
199,895,108
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
661
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
199,894,447
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 WARATAH INCOME FUND TRUST P    
c THRU SCHEDULE K-1'S P    
d NORTH HAVEN CREDIT PARTNERS III OFFSHORE FEEDER L.P. P    
e OAKTREE OPPORTUNITIES FUND VIII (CAYMAN) LTD. P    
OAKTREE OPPORTUNITIES FUND X FEEDER (CAYMAN), L.P. P    
OAKTREE OPPORTUNITIES FUND XB FEEDER (CAYMAN), L.P. P    
OAKTREE OPPORTUNITIES FUND VIIIB (CAYMAN) LTD P    
OAKTREE OPPORTUNITIES FUND XI FEEDER (CAYMAN), L.P. 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 59,046,210   64,023,882 -4,977,672
b 8,395,257   7,274,219 1,121,038
c       2,865,347
d       87,161
e       732
      29,847
      148,525
      24,275
      -4,467
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       -4,977,672
b       1,121,038
c       2,865,347
d       87,161
e       732
      29,847
      148,525
      24,275
      -4,467
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 -705,214
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 45,352
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 45,352
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 45,352
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,605
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 108,605
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 63,253
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow63,253 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
Yes
 
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
 
No
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 arrowDC, 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 arrowN/A
14
The books are in care ofright arrowDONALD BARCLAY Telephone no.right arrow (914) 524-0404

Located atright arrow520 WHITE PLAINS ROAD SUITE 500TARRYTOWNNY ZIP+4right arrow105915118
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
CHRISTOPHER ROOSEVELT TRUSTEE, VICE PRESIDENT
1.00 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
SUZANNE L SPENCER TRUSTEE, TREASURER
1.00 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
KAILA SPENCER TRUSTEE, SECRETARY
1.00 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
DAVID W DONNER TRUSTEE, PRESIDENT
1.00 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
TIMOTHY J DONNER TRUSTEE AS OF 10/19/24
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
WILLIAM EDWARDS III TRUSTEE AS OF 10/19/24
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
DONNER HANSON TRUSTEE AS OF 10/19/24
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
ASHLEY LAINHART TRUSTEE AS OF 10/19/24
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
ELIZA WINSOR TRUSTEE AS OF 10/19/24
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
ATHENA WASHBURN TRUSTEE AS OF 10/19/24
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
NICHOLAS ROOSEVELT TRUSTEE AS OF 10/19/24
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
ANITA WINSOR TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
ALEXA C DONNER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
ALEXANDER DONNER ESQ TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
AVA DONNER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
DEBORAH DONNER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
JOSEPH W DONNER III TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
TIMOTHY E DONNER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
STEPHANIE HANSON TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
SHARON W LAINHART TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
BRITTANY D ROY TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
DILLON ROY TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
AARON SPENCER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
HUNTER SPENCER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
JOHN D SPENCER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
PARKER SPENCER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
ROBERT D SPENCER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
SHANE SPENCER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
WILLIAM SPENCER TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
CRISTINA WINSOR TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
HON CURTIN WINSOR JR TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
DEVON WINSOR TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
MONICA WINSOR TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
REBECCA D WINSOR TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
SOPHIA WASHBURN TRUSTEE
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
HELEN MCLEAN EXECUTIVE DIRECTOR
0.50 		0 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
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
DONALD BARCLAY DIRECTOR OF FINANCE
40.00 		140,000 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
DEIRDRE FEENEY MANAGER OF OPERATION
40.00 		117,776 2,600 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
IVI CHATZIKYRIAKOU PROGRAM ASSOCIATE
40.00 		75,000 0 0
520 WHITE PLAINS ROAD SUITE 500
TARRYTOWN,NY105915118
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 NORTHERN TRUST COMPANY INVESTMENT MANAGEMENT 320,187
50 S LASALLE STREET
CHICAGO,IL60675
RICHARD JOHNSTON INVESTMENT ADVISORY 150,000
8920 MARTINGALE ROAD
PARADISE VALLEY,AZ85253
SMARTSIMPLE SOFTWARE SOFTWARE DESIGN 134,970
38 W FULTON STREET SUIT 301
GRAND RAPIDS,MI49503
DONNER CANADIAN FOUNDATION OPERATIONS AND GRANTS MANAGEMENT 111,314
8 PRINCE ARTHUR AVENUE 3RD FLOOR
TORONTO,ONTARIOM5R 1A9
CA
DF DENT INVESTMENT MANAGEMENT 80,332
400 E PRATT STREET SUITE 720
BALTIMORE,MD21202
Total number of others receiving over $50,000 for professional services.............right arrow6
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  
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
182,712,193
b
Average of monthly cash balances.......................
1b
22,239,508
c
Fair market value of all other assets (see instructions)................
1c
226,519
d
Total (add lines 1a, b, and c).........................
1d
205,178,220
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
205,178,220
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,077,673
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
202,100,547
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,105,027
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
10,105,027
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
45,352
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
4,620
c
Add lines 2a and 2b............................
2c
49,972
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,055,055
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,055,055
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
10,055,055
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
11,612,056
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
11,612,056
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 10,055,055
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,029,030
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$ 11,612,056
a Applied to 2023, but not more than line 2a 1,029,030
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..... 10,055,055
e Remaining amount distributed out of corpus 527,971
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 5 527,971
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		527,971
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.... 527,971
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

5-ELEVEN HOOPS

3701 LONG BEACH BLVD 3018
LONG BEACH,CA90807 		  PC GENERAL SUPPORT 7,500

60 PLUS FOUNDATION INC

15876 MARSHA STREET SUITE 229
ALEXANDRIA,VA22314 		  PC GENERAL SUPPORT 12,000

ABANDONED PET RESCUE INC

1137 NE 9TH AVENUE
FT LAUDERDALE,FL33304 		  PC GENERAL SUPPORT 20,000

ADVENTURERS AND SCIENTISTS FOR CONSERVATION

214 E MENDENHALL ST SUITE 203
BOZEMAN,MT597153638 		  PC GENERAL SUPPORT 175,000

AGRICULTURAL INSTITUTE OF MARIN

2169 E FRANCISCO BLVD SUITE A
SAN RAFAEL,CA94901 		  PC GENERAL SUPPORT 5,000

AHED INTERNATIONAL INC

2300 VALLEY VIEW LANE SUITE 370
IRVING,TX75062 		  PC PALESTINE AID 10,000

AMAZON WATCH

520 THIRD ST SUITE 108
OAKLAND,CA94607 		  PC GENERAL SUPPORT 110,000

AMERICAN CONSERVATORY THEATRE FOUNDATION

415 GEARY STREET
SAN FRANSISCO,CA94102 		  PC GENERAL SUPPORT 5,000

AMERICAN COUNCIL FOR CAPITAL FORMATION CENTER FOR POLICY RESEARCH

1001 CONNECTICUT AVE NW SUITE 620
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 35,000

AMERICAN FOREIGN POLICY COUNCIL

509C STREET
WASHINGTON,DC20002 		  PC GENERAL SUPPORT 20,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		  PC GENERAL SUPPORT 20,000

AMERICAN STUDIES CENTER

1100 N GLEBE ROAD SUITE 900
ARLINGTON,VA22201 		  PC GENERAL SUPPORT 20,000

ANCHOR ACADEMY INC

8 LEONARD STREET
NORWALK,CT06850 		  PC GENERAL SUPPORT 2,500

ANIMAL HAVEN INC

200 CENTRE STREET
NEW YORK,NY10013 		  PC GENERAL SUPPORT 20,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		  PC GENERAL SUPPORT 50,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		  PC PROJECT SUPPORT CLIMATE CHANGE FORUM 5,000

ART IN SESSION INC

5613 LARIMER DRIVE
TAMPA,FL33615 		  PC GENERAL SUPPORT 20,000

ART IN SESSION INC

5613 LARIMER DRIVE
TAMPA,FL33615 		  PC GENERAL SUPPORT 20,000

ASCENT SOCCER USA

1838 1/2 CALIFORNIA ST NW
WASHINGTON,DC20009 		  PC LUGHANO NYONDO SUPPORT 10,000

ASHBROOK CENTER

401 COLLEGE AVENUE
ASHLAND,OH44805 		  PC GENERAL SUPPORT 23,000

ASOCIACION MAR A MAR COSTA RICA

PO BOX 748
WEST CHESTER,PA19380 		  PC GENERAL SUPPORT 22,000

ASSOCIATION OF COMMUNITY EMPLOYMENT PROGRAMS FOR THE HOMELESS INC

30-30 NORTHERN BLVD SUITE B100
LONG ISLAND CITY,NY11101 		  PC GENERAL SUPPORT 12,000

ASSOCIATION OF FORMER INTELLIGENCE OFFICERS INC

7600 LEESBURG PIKE STE 470 EAST
FALLS CHURCH,VA22043 		  PC GENERAL SUPPORT 20,000

B MORE INCORPORATED

15 E PUTNAM AVE 413
GREENWICH,CT06830 		  PC GENERAL SUPPORT 20,000

BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH

500 E CORONADO ROAD
PHOENIX,AZ85004 		  PC GENERAL SUPPORT 20,000

BAY AREA DISCOVERY MUSEUM

557 MCREYNOLDS RD
SAUSALITO,CA94965 		  PC GENERAL SUPPORT 15,000

BELMONT HISTORICAL SOCIETY INC

336 CONCORD AVE
BELMONT,MA02478 		  PC GENERAL SUPPORT 20,000

BERKELEY REPERTORY THEATRE

999 HARRISON ST
BERKELEY,CA94710 		  PC GENERAL SUPPORT 5,000

BILL OF RIGHTS INSTITUTE

1310 NORTH COURTHOUSE ROAD SUITE
620
ARLINGTON,VA22201 		  PC GENERAL SUPPORT 23,000

BOB CARTERS ACTORS WORKSHOP & REPERTORY COMPANY INC

1000 NORTH DIXIE HIGHWAY
WEST PALM BEACH,FL33401 		  PC GENERAL SUPPORT 50,000

BOB CARTERS ACTORS WORKSHOP & REPERTORY COMPANY INC

1000 NORTH DIXIE HIGHWAY
WEST PALM BEACH,FL33401 		  PC GENERAL SUPPORT 20,000

BOULDER MUSEUM OF CONTEMPORARY ART

1750 13TH STREET
BOULDER,CO80302 		  PC GENERAL SUPPORT 8,000

BREAK THE SILENCE AGAINST DOMESTIC VIOLENCE INC

530 COMMUNICATION CIRCLE
COLORADO SPRINGS,CO80905 		  PC GENERAL SUPPORT 30,000

BRIDGEUSA GROUP

338 SPEAR STREET UNIT 7E
SAN FRANCISCO,CA94105 		  PC GENERAL SUPPORT 105,000

BUCK INSTITUTE FOR RESEARCH ON AGING

8001 REDWOOD BLVD
NOVATO,CA94945 		  PC BEES 2.0 20,000

BUCK INSTITUTE FOR RESEARCH ON AGING

8001 REDWOOD BLVD
NOVATO,CA94945 		  PC GENERAL SUPPORT 100,000

BUCKELEW PROGRAMS

3270 KERNER BLVD A
SAN RAFAEL,CA94901 		  PC BUILDING MAINTENANCE 10,000

BURNING MAN PROJECT

660 ALABAMA STREET
SAN FRANCISCO,CA94110 		  PC GENERAL SUPPORT 20,000

BY THE BAY HEALTH

17 EAST SIR FRANCIS DRAKE BLVD
SUITE 100
LARKSPUR,CA94939 		  PC GENERAL SUPPORT 5,000

CALIFORNIA ACADEMY OF SCIENCES

55 MUSIC CONCOURSE DRIVE
SAN FRANCISCO,CA94118 		  PC GENERAL SUPPORT 5,000

CALIFORNIA CONFERENCE OF ARSON INVESTIGATORS EDUCATIONAL AND CHARITABLE FOU

1279 NORTH WHITE AVE
POMONA,CA91768 		  PC VALIDATION NWCG WILDFIRE DIR INDICATORS TEST BURNS STUDY 2 15,000

CALIFORNIA STATE PARKS FOUNDATION

235 MONTGOMERY STREET SUITE 1202
SAN FRANCISCO,CA94104 		  PC EQUITY PARTNERSHIP GRANTS 25,000

CAMPAIGN FOR HUMAN RIGHTS INC

137 MONTAGUE STREET SUITE 384
BROOKLYN,NY11201 		  PC GENERAL SUPPORT 20,000

CAPITAL RESEARCH CENTER

1513 16TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 60,000

CAPTAINS FOR CLEAN WATER INC

2031 JACKSON ST STE 150
FORT MYERS,FL339013631 		  PC GENERAL SUPPORT 50,000

CAREERS IN CONSTRUCTION COLORADO

4585 HILTON PARKWAY SUITE 200
COLORADO SPRINGS,CO80907 		  PC GENERAL SUPPORT 60,000

CASA CORNELIA LEGAL SERVICES

PO BOX 12666
SAN DIEGO,CA92112 		  PC GENERAL SUPPORT 20,000

CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION

2222 N NEVADA AVE
COLORADO SPRINGS,CO80907 		  PC DA VINCI 5 SURGICAL ROBOT FORPENROSE HOSPITAL 40,000

CATHOLIC HEALTH INITIATIVES COLORADO FOUNDATION

2222 N NEVADA AVE
COLORADO SPRINGS,CO80907 		  PC FLIGHT FOR LIFE COLORADO FY25 120,000

CEDARS-SINAI MEDICAL CENTER

6500 WILSHIRE BLVD SUITE 1650
LOS ANGELES,CA90048 		  PC GENERAL SUPPORT 75,000

CEDARS-SINAI MEDICAL CENTER

6500 WILSHIRE BLVD SUITE 1650
LOS ANGELES,CA90048 		  PC ORTHO EDU FUND DEPT OF ORTHOPEDICS 7,000

CENTER FOR A SECURE FREE SOCIETY INC

1775 TYSONS BLVD
MCLEAN,VA22102 		  PC GENERAL SUPPORT 45,000

CENTER FOR IMMIGRATION STUDIES INC

1629 K STREET NW SUITE 600
WASHINGTON,DC20006 		  PC GENERAL SUPPORT 25,000

CENTER FOR THIRD WORLD ORGANIZING

1714 FRANKLIN STREET
OAKLAND,CA94612 		  PC GENERAL SUPPORT 20,000

CHABOT SPACE & SCIENCE CENTER FOUNDATION

10000 SKYLINE BLVD
OAKLAND,CA94619 		  PC BUILDING A DIVERSE WORKFORCE PIPELINE AND A CAREER LAUNCH FOR THE AEROSPACE SECTOR 100,000

CHABOT SPACE & SCIENCE CENTER FOUNDATION

10000 SKYLINE BLVD
OAKLAND,CA94619 		  PC GENERAL SUPPORT 100,000

CHALLENGED ATHLETES INC

9591 WAPLES STREET
SAN DIEGO,CA92121 		  PC GENERAL SUPPORT 5,000

CHAPEL COLUMBARIUM ASSOCIATION

8 FOURTH ST
COLORADO SPRINGS,CO80906 		  PC GENERAL SUPPORT 7,000

CHILDRENS HEALTH DEFENSE

852 FRANKLIN AVE SUITE 511
FRANKLIN LAKES,NJ07417 		  PC ESTATE OF GEORGE WATTS JR V LLOYD J AUSTIN III 100,000

CIRCUS ARTS CONSERVATORY INC

2075 BAHIA VISTA ST
SARASOTA,FL34239 		  PC GENERAL SUPPORT 25,000

CITIZEN SCHOOLS INC

1 BEACON STREET
BOSTON,MA02108 		  PC GENERAL SUPPORT 100,000

CITYSIDE JOURNALISM INITIATIVE

2120 UNIVERSITY AVE
BERKELEY,CA94704 		  PC GENERAL SUPPORT 10,000

COLORADO FILM SOCIETY

1426 PEARL STREET STE 20
BOULDER,CO80302 		  PC GENERAL SUPPORT 30,000

COLORADO MUSIC FESTIVAL

200 E BASELINE RD
LAFAYETTE,CO80026 		  PC GENERAL SUPPORT 25,000

COMMITTEE TO REDUCE INFECTION DEATHS INC

5 PARTRIDGE HOLLOW RD
GREENWICH,CT06831 		  PC GENERAL SUPPORT 20,000

COMMON COUNSEL FOUNDATION

1624 FRANKLIN STREET 1022
OAKLAND,CA94612 		  PC NATIVE VOICES RISING 204,100

COMMUNITY OF CONDON FOR THE PRESERVATION OF SWAN VALLEY

PO BOX 1134
CONDON,MT59826 		  PC GENERAL SUPPORT 100,000

CONSCIOUS ALLIANCE

3801 INDUSTRIAL LANE
BROOMFIELD,CO80020 		  PC GENERAL SUPPORT 12,000

COVENANT HOUSE

460 WEST 41ST STREET
NEW YORK,NY10036 		  PC GENERAL SUPPORT 50,000

CREATIVE DIASPORAS INC

156 E 79TH ST APT 2C
NEW YORK,NY10075 		  PC GENERAL SUPPORT 5,000

CULTURE REFRAMED

PO BOX 443
STERLING,MA01564 		  PC GENERAL SUPPORT 20,000

DAVIDSON COLLEGE

209 RIDGE ROAD PO BOX 5000
DAVIDSON,NC28036 		  PC GENERAL SUPPORT 113,100

DOGS DESERVE BETTER INC

PO BOX 7961
CHARLOTTESVILLE,VA22906 		  PC GENERAL SUPPORT 20,000

ECO DEFENSE GROUP

6300 N SAGEWOOD DRIVE SUITE H-234
PARK CITY,UT84098 		  PC GENERAL SUPPORT 20,000

EQUINE ADVOCATES INC

PO BOX 354
CHATHAM,NY12037 		  PC GENERAL SUPPORT 47,445

EXETER HOSPITAL INC

5 ALUMNI DRIVE
EXETER,NH03833 		  PC GENERAL SUPPORT 80,000

EXETER HOSPITAL INC

5 ALUMNI DRIVE
EXETER,NH03833 		  PC EMPLOYEE HARDSHIP FUND 10,000

EXETER HOSPITAL INC

5 ALUMNI DRIVE
EXETER,NH03833 		  PC OVER THE RAINBOW FUND 10,000

FAMILIES IN ACTION FOR QUALITY EDUCATION

433 HEGENBERGER ROAD SUITE 222
OAKLAND,CA94602 		  PC GENERAL SUPPORT 50,000

FEDERATION FOR AMERICAN IMMIGRATION REFORM

25 MASSACHUSETTS AVENUE NW SUITE
330
WASHINGTON,DC200011407 		  PC GENERAL SUPPORT 30,000

FINAL EXIT NETWORK INC

PO BOX 10071
TALLAHASSEE,FL32302 		  PC ATTITUDES AMONG DEMENTIA SUFFERS AND FAMILIES TOWARD HASTENING DEATH 25,000

FINAL EXIT NETWORK INC

PO BOX 10071
TALLAHASSEE,FL32302 		  PC GENERAL SUPPORT 30,000

FIRE SAFE MARIN

PO BOX 2831
SAN ANSELMO,CA94979 		  PC GENERAL SUPPORT 30,000

FIVE TON CRANE NEGA

4925 SEAPORT AVENUE
RICHMOND,CA94979 		  PC GENERAL SUPPORT 8,000

FORGOTTEN SOLDIERS OUTREACH INC

3550 23RD AVENUE S SUITE 7
LAKE WORTH,FL33461 		  PC GENERAL SUPPORT 5,000

FORGOTTEN SOLDIERS OUTREACH INC

3550 23RD AVENUE S SUITE 7
LAKE WORTH,FL33461 		  PC GENERAL SUPPORT 20,000

FORWARD STEPS FOUNDATION

PO BOX 3484
BOULDER,CO80307 		  PC GENERAL SUPPORT 9,000

FOSSIL RIM WILDLIFE CENTER INC

2155 COUNTY ROAD 2008
GLEN ROSE,TX760436117 		  PC GENERAL SUPPORT 35,000

FOUNDING FORWARD

1601 VALLEY FORGE RD
VALLEY FORGE,PA19481 		  PC GENERAL SUPPORT 23,000

FREE ARTS FOR ABUSED CHILDREN

11099 S LA CIENEGA BLVD SUITE 235
LOS ANGELES,CA90045 		  PC GENERAL SUPPORT 50,000

FREEDOM FENCES

PO BOX 2322
ANDERSON,SC29622 		  PC GENERAL SUPPORT 20,000

FREEDOM SERVICE DOGS INC

7193 S DILLON CT
ENGLEWOOD,CO80112 		  PC GENERAL SUPPORT 47,444

FRIENDS OF OAXACAN FOLK ART INC

47 PLAZA STREET WEST APT 7A
BROOKLYN,NY11217 		  PC GENERAL SUPPORT 10,000

FRIENDS OF THE DILLON RANGER DISTRICT

PO BOX 1648
SILVERTHORNE,CO80498 		  PC GENERAL SUPPORT 30,000

FRIENDS OF THE NATIONAL ARBORETUM INC

3501 NEW YORK AVE NE
WASHINGTON,DC20002 		  PC GENERAL SUPPORT 5,184

FUTURE BRILLIANCE

301 STARK HIGHWAY NORTH
DUNBARTON,NH03046 		  PC GENERAL SUPPORT 5,000

GADSBY'S TAVERN MUSEUM SOCIETY

134 N ROYAL STREET
ALEXANDRIA,VA22314 		  PC ENHANCING ENGAGEMENT ANDFUNDRAISING THROUGH THE JUNIORDOCENTS PROGRAMEVENTS 10,000

GAZETTE CHARITIES

30 EAST PIKES PEAK AVE
COLORADO SPRINGS,CO80906 		  PC GENERAL SUPPORT 12,000

GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC

1390 NORTH MCDOWELL BLVD SUITE G
331
PETALUMA,CA94954 		  PC PROJECT TITLE HORSE CARE FUND 20,000

GOLDEN CORNER FOOD PANTRY

PO BOX 456
SENECA,SC296790456 		  PC GENERAL SUPPORT 50,000

GRACE CHURCH OF MARIN

121 SAN ANSELMO AVENUE 2561
SAN ANSELMO,CA94960 		  PC GENERAL SUPPORT 6,000

GRASSROOTS INTERNATIONAL INC

179 BOYLSTON ST STE 4
JAMAICA PLAIN,MA021304545 		  PC GENERAL SUPPORT 354,100

GREER COMMUNITY MINISTRIES INC

PO BOX 1373
GREER,SC29652 		  PC PET PROGRAM MEALS ON WHEELS 7,500

GUARDIAN ANGELS MEDICAL SERVICE DOGS INC

3251 NE 180TH AVE
WILLISTON,FL32696 		  PC GENERAL SUPPORT 47,444

HALLECK CREEK RANCH

PO BOX 159
NICASIO,CA94946 		  PC GENERAL SUPPORT 25,000

HEALTH ADVOCATES FOR OLDER PEOPLE INC

420 LEXINGTON AVENUE SUITE 300
NEW YORK,NY10170 		  PC GENERAL SUPPORT 12,000

HELEN WOODWARD ANIMAL CENTER

PO BOX 64
RCHO SANTA FE,CA920670064 		  PC GENERAL SUPPORT 85,000

HENRIK LUNDQVIST FOUNDATION INC

733 STATE ROUTE 35 NORTH SUITE A
OCEAN,NJ07712 		  PC GENERAL SUPPORT 5,000

HIGH COUNTRY CONSERVATION CENTER

737 TEN MILE DR
FRISCO,CO80443 		  PC GENERAL SUPPORT 10,000

HOLISTIC UNDERGROUND TEMPLE OF FORGOTTEN

2323 BROADWAY OAKLAND
OAKLAND,CA94612 		  PC GENERAL SUPPORT 15,000

HOLISTIC UNDERGROUND TEMPLE OF FORGOTTEN

2323 BROADWAY OAKLAND
OAKLAND,CA94612 		  PC GENERAL SUPPORT 15,000

HOMELESS CHILDRENS PLAYTIME PROJECT INC

1525 NEWTON ST NW
WASHINGTON,DC200103103 		  PC GENERAL SUPPORT 10,000

HOMEWARD BOUND OF MARIN

1385 N HAMILTON PARKWAY
NOVATO,CA94949 		  PC KITCHEN CULINARY PROGRAM 10,000

HOMEWARD BOUND OF MARIN

1385 N HAMILTON PARKWAY
NOVATO,CA94949 		  PC GENERAL SUPPORT 5,000

HOMEWARD TRAILS ANIMAL RESCUE INCORPORATED

PO BOX 10
FAIRFAX STATION,VA22039 		  PC TRAILS UP 25,000

HOPE'S PROMISE

1585 N PERRY ST SUITE E 1585 S
PERRY ST SUITE
CASTLE ROCK,CO80104 		  PC GENERAL SUPPORT 20,000

HORSES FOR HEROES-NEW MEXICO INC

PO BOX 1882
SANTA FE,NM87504 		  PC GENERAL SUPPORT 10,000

HUDSON INSTITUTE INC

1201 PENNSYLVANIA AVENUE NW SUITE
400
WASHINGTON,DC20004 		  PC GENERAL SUPPORT 20,000

HUMANITY IN ACTION INC

41 FLATBUSH AVENUE SUITE 1
BROOKLYN,NY11217 		  PC GENERAL SUPPORT 250,000

IN TOUCH MINISTRIES INC

3836 DEKALB TECHNOLOGY PKWY
DORAVILLE,GA30340 		  PC GENERAL SUPPORT 20,000

INDEPENDENT WOMEN'S FORUM

4 WEEMS LANE 312
WINCHESTER,VA226013602 		  PC GENERAL SUPPORT 30,000

INDEPENDENT WOMEN'S FORUM

4 WEEMS LANE 312
WINCHESTER,VA226013602 		  PC GENERAL SUPPORT 40,000

INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND

PO BOX 485
BEMIDJI,MN566190485 		  PC GENERAL SUPPORT 9,000

INDIGENOUS MEDICINE CONSERVATION FUND

2222 CLEVELAND AVE 1014
SANTA ROSA,CA95401 		  PC GENERAL SUPPORT 125,000

INQUIRING SYSTEMS INC -BIOFIELD COLLECTIVE

887 SONOMA AVE 23
SANTA ROSA,CA95404 		  PC GENERAL SUPPORT 75,000

INSTITUTE FOR JUSTICE

901 N GLEBE ROAD SUITE 900
ARLINGTON,VA22203 		  PC GENERAL SUPPORT 20,000

INSTITUTE OF WORLD POLITICS

1521 16TH STREET NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 7,500

INTERNATIONAL ELEPHANT FOUNDATION

FORT WORTH ZOO 1989 COLONIAL
PARKWAY
FORT WORTH,TX76110 		  PC GENERAL SUPPORT 5,000

INTERNATIONAL FILM SEMINARS INC

PO BOX 1267
NEW YORK,NY10009 		  PC GENERAL SUPPORT 25,000

INTERNATIONAL FREEDOM EDUCATIONAL FOUNDATION

PO BOX 9925
MCLEAN,VA22102 		  PC GENERAL SUPPORT 77,000

INTERNATIONAL OCEAN FILM FESTIVAL INC

1007 GENERAL KENNEDY AVENUE SUITE
205 THOREAU CENTER FOR SUSTAINABILI
SAN FRANCISCO,CA941291404 		  PC GENERAL SUPPORT 5,000

INTERNATIONAL RESCUE COMMITTEE INC

5348 UNIVERSITY AVENUE 205
SAN DIEGO,CA92105 		  PC GENERAL SUPPORT 30,000

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION & CONSERVATION

1120 20TH ST NW
WASHINGTON,DC20036 		  PC LEADERSHIP ZOOM FORUM 10,000

JUSTICE FOR CHILDREN

3518 EMANCIPATION SUITE 205
HOUSTON,TX77004 		  PC GENERAL SUPPORT 30,000

KETAMINE RESEARCH FOUNDATION

6 CREST AVENUE
SA ANSELMO,CA94960 		  PC GENERAL SUPPORT 50,000

KIDS IN FOCUS

3104 E CAMELBACK RD 104
PHOENIX,AZ85016 		  PC GENERAL SUPPORT 50,000

KINTSUGI ACADEMY

2023 OTTER CREEK RD
NASHVILLE,TN37215 		  PC GENERAL SUPPORT 25,000

LEADERSHIP PROGRAM OF THE ROCKIES

1777 SOUTH HARRISON ST STE 807
DENVER,CO80210 		  PC GENERAL SUPPORT 20,000

LEGACY GLOBAL

4435 E HOLMES AVE
MESA,AZ85206 		  PC GENERAL SUPPORT 50,000

LEWA WILDLIFE CONSERVANCY USA

PO BOX 23860
NEW YORK,NY10087 		  PC GENERAL SUPPORT 75,000

LIBERTAS INSTITUTE

2183 W MAIN ST SUITE 102
LEHI,UT84663 		  PC GENERAL SUPPORT 30,000

LIFEHOUSE INC

18 PROFESSIONAL CENTER PARKWAY
SAN RAFAEL,CA94903 		  PC GENERAL SUPPORT 25,355

LIGHTHOUSE GUILD INTERNATIONAL INC

250 WEST 64TH STREET
NEW YORK,NY100236402 		  PC GENERAL SUPPORT 5,000

LOUISIANA MUSEUM FOUNDATION

400 ESPLANADE AVENUE
NEW ORLEANS,LA70116 		  PC GENERAL SUPPORT 5,000

LOVE NEVER FAILS

6937 VILLAGE PARKWAY 2074
DUBLIN,CA94568 		  PC VAN PURCHASE 5,000

MADISON SQUARE BOYS & GIRLS CLUB INC

250 BRADHURST AVE
NEW YORK,NY10039 		  PC GENERAL SUPPORT 10,000

MADRE INC

26 BROADWAY 3RD FLOOR 309
NEW YORK,NY10004 		  PC GENERAL SUPPORT 66,100

MANHATTAN INSTITUTE FOR POLICY RESEARCH INC

52 VANDERBILT AVE
NEW YORK,NY10017 		  PC GENERAL SUPPORT 10,000

MARIN BRAIN INJURY NETWORK

1132 MAGNOLIA AVENUE
LARKSPUR,CA94939 		  PC RESOURCE AND INTAKE ASSESSMENT SERVICES FOR CONCUSSION SURVIVORS 7,500

MARIN CENTER FOR INDEPENDENT LIVING

710 4TH STREET
SAN RAFAEL,CA94901 		  PC GENERAL SUPPORT 5,000

MARIN COUNTY OFFICE OF EDUCATION

PO BOX 4925
SAN RAFAEL,CA949134925 		  PC GENERAL SUPPORT 15,000

MARIN SCHOOL OF THE ARTS FOUNDATION

625 ARTHUR ST
NOVATO,CA949474499 		  PC GENERAL SUPPORT 5,000

MARY OBOLENSKY UNDERWOOD LEUKAEMIA FOUNDATION INC

PO BOX 3008
PALM BEACH,FL33480 		  PC GENERAL SUPPORT 7,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		  PC GENERAL SUPPORT 35,000

MAYO CLINIC

200 1ST ST SW
ROCHESTER,MN559050001 		  PC GENERAL SUPPORT 60,000

MCE SOCIAL CAPITAL

5758 GEARY BLVD 261
SAN FRANCISCO,CA94121 		  PC GENERAL SUPPORT 25,000

MEDECINS SANS FRONTIERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC GENERAL SUPPORT 25,000

MEDIA RESEARCH CENTER INC

2340 DULLES CORNER BLVD 10TH FLOOR
HERNDON,VA20171 		  PC GENERAL SUPPORT 125,000

MEDIA RESEARCH CENTER INC

2340 DULLES CORNER BLVD 10TH FLOOR
HERNDON,VA20171 		  PC GENERAL SUPPORT 50,000

MENTAL HEALTH AMERICA INC

500 MONTGOMERY ST STE 820
ALEXANDRIA,VA223141558 		  PC GENERAL SUPPORT 5,000

MERCADO GLOBAL INC

254 36TH STREET SUITE 41
BROOKLYN,NY11232 		  PC GENERAL SUPPORT 5,000

MERCY CHEFS INC

711 WASHINGTON STREET
PORTSMOUTH,VA23704 		  PC DISASTER RESPONSE 25,000

MONTEREY BAY AQUARIUM FOUNDATION

886 CANNERY ROW
MONTEREY,CA93940 		  PC GENERAL SUPPORT 238,200

MOUNTAIN STATES LEGAL FOUNDATION

2596 S LEWIS WAY
LAKEWOOD,CO80227 		  PC GENERAL SUPPORT 35,000

NATIONAL CENTER FOR PSYCHEDELIC EDUCATION

1947 COLLEGE RD
COLUMBUS,OH43210 		  PC GENERAL SUPPORT 45,000

NATIONAL CENTER FOR PUBLIC POLICY RESEARCH INC

2005 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 100,000

NATIONAL DEBUTANTE COTILLION FOUNDATION INC

2500 Q STREET NW APT 720
WASHINGTON,DC200074322 		  PC GENERAL SUPPORT 5,000

NATIONAL GALLERY OF ART

2000 SOUTH CLUB DRIVE
LANDOVER,MD20785 		  PC GENERAL SUPPORT 5,000

NATIONAL REVIEW INSTITUTE

19 WEST 44TH STREET SUITE 1701
NEW YORK,NY10036 		  PC GENERAL SUPPORT 10,000

NATIVE ARTS AND CULTURES FOUNDATION INC

1020 SE 7TH AVENUE UNIT 14460
PORTLAND,OR972142387 		  PC GENERAL SUPPORT 5,000

NATIVE RENEWABLES INC

3111 N CADEN COURT SUITE 130
FLAGSTAFF,AZ860049437 		  PC GENERAL SUPPORT 45,000

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
WORLDWIDE OFFICE
ARLINGTON,VA222031606 		  PC THE HUMBOLDT CURRENT EMPOWERING SUSTAINABLE FISHERIES 50,000

NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
WORLDWIDE OFFICE
ARLINGTON,VA222031606 		  PC PRESERVING PATAGONIA FRESHWATER ECOSYSTEMS CONSERVATION WORK 50,000

NAVY MARINE COAST GUARD RESIDENCE FOUNDATION

6251 OLD DOMINION DRIVE
MCLEAN,VA22101 		  PC EMPLOYEE CARING FUND SUPPORT IN 2024 25,000

NEW ENGLAND SOCIETY IN THE CITY OF NEW YORK

150 EAST 55 STREET 3RD FLOOR
NEW YORK,NY10022 		  PC GENERAL SUPPORT 5,000

NEW TEACHER CENTER

2108 N ST 7103
SACRAMENTO,CA95816 		  PC SUPPORTING MULTILINGUALLEARNERS IN LOS ANGELES 15,000

NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN

520 8TH AVENUE SUITE 1401
NEW YORK,NY10018 		  PC GENERAL SUPPORT 40,000

NEWPORT HOSPITAL FOUNDATION INC

11 FRIENDSHIP STREET
NEWPORT,RI02840 		  PC GENERAL SUPPORT 50,000

NORMAN BIRD SANCTUARY TRUST

583 THIRD BEACH ROAD
MIDDLETOWN,RI03856 		  PC GENERAL SUPPORT 10,000

NORTH BAY CHILDRENS CENTER INC

932 C ST
NOVATO,CA94949 		  PC GENERAL SUPPORT 20,000

NORTH COUNTY LIFELINE INC

200 MICHIGAN AVE
VISTA,CA92048 		  PC PROJECT LIFE 40,000

NORTH LITTLETON PROMISE

5397 S FOX STREET
LITTLETON,CO80120 		  PC GENERAL SUPPORT 20,000

NORTH STATE CANCER LEAGUE

PO BOX 493676
REDDING,CA96049 		  PC GENERAL SUPPORT 10,000

NORTHEASTERN MINNESOTANS FOR WILDERNESS

PO BOX 625
ELY,MN55731 		  PC GENERAL SUPPORT 5,000

NOVATO POLICE K9 FOUNDATION

1300 GRANT AVE STE 203
NOVATO,CA94945 		  PC GENERAL SUPPORT 10,000

NP2

336 BON AIRE CENTER
GREENBRAE,CA94904 		  PC GENERAL SUPPORT 150,000

OAKLAND ART MURMUR INC

PO BOX 10112 PO BOX 10112
OAKLAND,CA94610 		  PC GENERAL SUPPORT 35,000

OAKLAND REACH

333 HEGENBERGER ROAD SUITE 425
OAKLAND,CA94608 		  PC GENERAL SUPPORT 50,100

OAXACA YOUTH EMPOWERMENT INC

PO BOX 2219
BENTON,AR72018 		  PC GENERAL SUPPORT 5,000

OCONEE COUNTY HUMANE SOCIETY INC

1925 SANDIFER BLVD
SENECA,SC29678 		  PC GENERAL SUPPORT 80,000

OGLALA LAKOTA CULTURAL & ECONOMIC REVITALIZATION INITIATIVE

PINE RIDGE INDIAN RESERVATION 660
BIA 41
PINE RIDGE,DC57770 		  PC GENERAL SUPPORT 5,000

OKIZU FOUNDATION

83 HAMILTON DRIVE SUITE 200
NOVATO,CA94949 		  PC GENERAL SUPPORT 75,000

OKIZU FOUNDATION

83 HAMILTON DRIVE SUITE 200
NOVATO,CA94949 		  PC GENERAL SUPPORT 30,000

OKIZU FOUNDATION

83 HAMILTON DRIVE SUITE 200
NOVATO,CA94949 		  PC GENERAL SUPPORT 5,000

ONE ELEUTHERA FOUNDATION

PO BOX 1302
CLEMSON,SC296331302 		  PC GENERAL SUPPORT 50,000

OPERATION GRATITUDE INC

PO BOX 260257
ENCINO,CA914260257 		  PC GENERAL SUPPORT 17,500

PALM BEACH FREEDOM INSTITUTE INC

249 ROYAL PALM WAY SUITE 301
PALM BEACH,FL33480 		  PC GENERAL SUPPORT 20,000

PAWS 4 LIBERTY INC

8939 PALOMINO DR
LAKE WORTH,FL334671120 		  PC GENERAL SUPPORT 4,500

PAWS FOR PATRICK

825 S WAUKEGAN RD A8 149
LAKE FOREST,IL60045 		  PC GENERAL SUPPORT 7,000

PELICAN HARBOR SEABIRD STATION INC

1279 NE 79TH STREET CAUSEWAY MIAMI
FL
MIAMI,FL33138 		  PC GENERAL SUPPORT 20,000

PEOPLE WITH DISABILITIES SUCCEEDING

1512 5TH AVENUE
SAN RAFAEL,CA94901 		  PC GENERAL SUPPORT 25,000

PERRY INSTITUTE FOR MARINE SCIENCE INC

5356 MAIN STREET SUITE 2
WAITSFIELD,VT056730000 		  PC GENERAL SUPPORT 50,000

PET-ASSISTED VISITATION VOLUNTEER SERVICES INC

PO BOX 9955
NEWARK,DE19714 		  PC GENERAL SUPPORT 15,000

PETMATCHMAKER RESCUE SOUTH

3039 SYCAMORE VIEW ROAD
BARTLETT,TN38134 		  PC GENERAL SUPPORT 5,000

PHILANTHROPIC VENTURES FOUNDATION

1222 PRESERVATION PARK WAY
OAKLAND,CA94612 		  PC OAKLAND THRIVES/RISE EAST 10,000

PIKES PEAK AUTO HILL CLIMB EDUCATIONAL MUSEUM INC

1631 MESA AVE SUITE B
COLORADO SPRINGS,CO80906 		  PC PIKES PIKE HIGHWAY PERMANENT START LINE STRUCTURE 10,000

POINT ARENA LIGHTHOUSE KEEPERS INC

P O BOX 11
POINT ARENA,CA954680011 		  PC GENERAL SUPPORT 40,000

POWER OF ZERO FOUNDATION

10231 TRAILWOOD CIRCLE
JUPITER,FL33478 		  PC GENERAL SUPPORT 20,000

PRESERVATION HALL FOUNDATION INC

726 SAINT PETER ST
NEW ORLEANS,LA70116 		  PC 730 SAINT PETER STREET-PASS IT ON CAMPAIGN 50,000

PRESERVATION HALL FOUNDATION INC

726 SAINT PETER ST
NEW ORLEANS,LA70116 		  PC GENERAL SUPPORT 185,650

PRESERVATION SOCIETY OF NEWPORT COUNTY

424 BELLEVUE AVENUE
NEWPORT,RI02840 		  PC GENERAL SUPPORT 27,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

HARVARD TH CHAN SCHOOL OF PUBLIC
HEALTH 677 HUNTINGTON AVENUE
BOSTON,MA021156028 		  PC GENERAL SUPPORT 249,000

PREVENT CHILD ABUSE AMERICA

33 N DEARBORN ST
CHICAGO,IL60602 		  PC GENERAL SUPPORT 60,000

PREVENTION ACCESS CAMPAIGN INC

240 KENT AVE
BROOKLYN,NY11249 		  PC LIFESAVING & AFFIRMING PUBLIC HEALTH ADVOCACY 5,000

PROJECT ORBIS INTERNATIONAL INC

52 VANDERBILT AVENUE 8TH FLOOR
NEW YORK,NY10017 		  PC GENERAL SUPPORT 100,000

PSFC

PO BOX 170235
SAN FRANCISCO,CA94117 		  PC PSYCHEDELICS COMMUNICATIONS HUB 5,000

PSFC

PO BOX 170235
SAN FRANCISCO,CA94117 		  PC GENERAL SUPPORT 15,000

PUENTE A LA SALUD COMUNITARIA

10330 LAKE ROAD SUITE F
HOUSTON,TX77070 		  PC GENERAL SUPPORT 20,000

QUEENS HEALTH SYSTEMS

1301 PUNCHBOWL STREET
HONOLULU,HI96813 		  PC GENERAL SUPPORT 20,000

RACIAL UNITY TEAM

PO BOX 101
STRATHAM,NH03885 		  PC PROJECT SUPPORT INDIGENOUS PEOPLE'S DAY 5,000

RARE INC

1310 N COURTHOUSE RD
ARLINGTON,VA222012508 		  PC GENERAL SUPPORT 40,000

RENOVATION IN MUSIC EDUCATION

PO BOX 73051
WASHINGTON,DC20009 		  PC GENERAL SUPPORT 48,100

RENOVATION IN MUSIC EDUCATION

PO BOX 73051
WASHINGTON,DC20009 		  PC WW MUSIC EDUCATION PROGRAMS 5,000

RENOVATION IN MUSIC EDUCATION

PO BOX 73051
WASHINGTON,DC20009 		  PC GENERAL SUPPORT 5,000

ROOTS OF MUSIC INC

1020 N PRIEUR STREET
NEW ORLEANS,LA70116 		  PC GENERAL SUPPORT 5,000

SAN FRANCISCO JAZZ ORGANIZATION

201 FRANKLIN STREET
SAN FRANCISCO,CA941025108 		  PC GENERAL SUPPORT 5,000

SAN FRANCISCO MARITIME NATIONAL PARK ASSOCIATION

PO BOX 470310
SAN FRANCISCO,CA94147 		  PC PROJECT TITLE USS PAMPANITO 30,000

SAN FRANCISCO STUDY CENTER INC

21 ORINDA WAY SUITE C 321
ORINDA,CA94563 		  PC GENERAL SUPPORT 5,000

SAN FRANCISCO ZOOLOGICAL SOCIETY

1 ZOO RD
SAN FRANCISCO,CA941321027 		  PC GENERAL SUPPORT 20,000

SARARA INSTITUTE

1031 33RD STREET
DENVER,CO802050000 		  PC GENERAL SUPPORT 5,000

SAVE MOUNT DIABLO

1901 OLYMPIC BLVD 320
WALNUT CREEK,CA94596 		  PC GENERAL SUPPORT 8,000

SLOW BURN THEATRE COMPANY INC

201 SW 5TH AVENUE
FORT LAUDERDALE,FL33312 		  PC GENERAL SUPPORT 30,000

SMITHSONIAN INSTITUTE

647 COMTEES WHARF ROAD
EDGEWATER,MD21037 		  PC GENERAL SUPPORT 120,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD
CALABASAS,CA91302 		  PC GENERAL SUPPORT 50,000

SOCIETY FOR THE PRESERVATION OF THE GREAT AMERICAN SONGBOOK INC

6 EXECUTIVE DRIVE SUITE 109
FARMINGTON,CT06032 		  PC GENERAL SUPPORT 250,000

SOLIDAIRE NETWORK INC

PO BOX 94684
SEATTLE,WA94684 		  PC GENERAL SUPPORT 15,000

SOLIDAIRE NETWORK INC

PO BOX 94684
SEATTLE,WA94684 		  PC GENERAL SUPPORT 20,000

SONOMA FAMILY MEAL

1370A REDWOOD WAY
PETALUMA,CA94954 		  PC GENERAL SUPPORT 5,000

SOUTHAMPTON HOSPITAL FOUNDATION INC

240 MEETING HOUSE LANE
SOUTHAMPTON,NY11968 		  PC GENERAL SUPPORT 8,000

SOUTHEAST LAND TRUST OF NEW HAMPSHIRE

247 NORTH RIVER RD
EPPING,NH03042 		  PC GENERAL SUPPORT 10,000

ST GEORGES SOCIETY OF NEW YORK

866 UNITED NATIONS PLAZA
NEW YORK,NY10017 		  PC GENERAL SUPPORT 15,000

STERN GROVE FESTIVAL ASSOCIATION

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		  PC 2024 CONCERT SERIES 5,000

STOMP OUT BULLYING CORP

220 EAST 57TH STREET SUITE 9G
NEW YORK,NY10022 		  PC GENERAL SUPPORT 50,000

SUN N FLY INC

4175 MEDUALLA RD
LAKELAND,FL33811 		  PC AEROSPACE CENTER FOR EXCELLENCE - GENERAL SUPPORT 47,000

SWAN VALLEY COMMUNITY OF CONDON FOR THE PRESERVATION

PO BOX 1134
CONDON,MT59826 		  PC GENERAL SUPPORT 10,000

SWEET DREAM IN A BAG

9249 S BROADWAY UNIT 200 SUITE 19B
LITTLETON,CO80129 		  PC GENERAL SUPPORT 10,000

SYNERGOS INSTITUTE INC

1 E 53RD STREET FLOOR 7
NEW YORK,NY10022 		  PC GENERAL SUPPORT 49,985

SYNODAL SCHOOL OF LITURGICAL MUSIC LIMITED

7424 PINEY BRANCH ROAD
TAKOMA PARK,MD20912 		  PC GENERAL SUPPORT 12,000

TEACHING WELL INC

360 GRAND AVENUE 77
OAKLAND,CA94610 		  PC GENERAL SUPPORT 73,000

TGI JUSTICE PROJECT

131 FRANKLIN ST
SAN FRANCISCO,CA94610 		  PC GENERAL SUPPORT 20,000

THE AGNES MARIE & LOWRY F HOWARD CORP

608 LAKEVIEW DRIVE
TUSKEGEE,AL36083 		  PC BRENDA BOOZER CHARITABLE FUND 20,000

THE AMERICAN SPECTATOR FOUNDATION

122 SOUTH ROYAL STREET
ARLINGTON,VA22031 		  PC GENERAL SUPPORT 20,000

THE AMERICAN SPECTATOR FOUNDATION

122 SOUTH ROYAL STREET
ARLINGTON,VA22031 		  PC GENERAL SUPPORT 50,000

THE BHUTAN FOUNDATION

1050 CONNECTICUT AVE NW 66013
WASHINGTON,DC20036 		  PC BHUTAN YOUTH DEVELOPMENT FUND 13,550

THE BHUTAN FOUNDATION

1050 CONNECTICUT AVE NW 66013
WASHINGTON,DC20036 		  PC WANGDUECHHOELING PALACE AND CULTURAL CENTER 50,000

THE BHUTAN FOUNDATION

1050 CONNECTICUT AVE NW 66013
WASHINGTON,DC20036 		  PC GENERAL SUPPORT 50,000

THE FUND FOR AMERICAN STUDIES

1706 NEW HAMPSHIRE AVENUE NW
WASHINGTON,DC20009 		  PC TWO PROFESSIONAL DEVELOPMENT SEMINARS IN COLORADO IN 2024 30,000

THE JAMES BEARD FOUNDATION INC

167 WEST 12TH ST
NEW YORK,NY10011 		  PC PROJECT SUPPORT: CLIMATE SOLUTIONS FOR RESTAURANT SURVIVAL CAMPAIGN 10,000

THE OAKLAND PUBLIC EDUCATION FUND

PO BOX 71005
OAKLAND,CA94612 		  PC VOICE OF OUSD OGS 18,000

THE OAKLAND PUBLIC EDUCATION FUND

PO BOX 71005
OAKLAND,CA94612 		  PC VOICES OF OUSD OGS 15,000

THE PRAXIS GROUP

7 PIXLEY AVENUE BOX 7042
CORTE MADERA,CA94976 		  PC GENERAL SUPPORT 65,000

THE PRAXIS GROUP

7 PIXLEY AVENUE BOX 7042
CORTE MADERA,CA94976 		  PC GENERAL SUPPORT 20,000

THE TANK CENTER FOR SONIC ARTS INC

233 COUNTY RD 46
RANGELY,CO81648 		  PC GENERAL SUPPORT 20,000

THE THRESHOLD FOUNDATION

12 MAIN ST PMB 1508
BREWSTER,NY105096402 		  PC GENERAL SUPPORT 35,000

THE THRESHOLD FOUNDATION

12 MAIN ST PMB 1508
BREWSTER,NY105096402 		  PC GENERAL SUPPORT + PROJECTS 14,500

THE VOICES AND FACES PROJECT

303 E WACKER DR SUITE 2108
CHICAGO,IL606015212 		  PC DOING THE WORK OF WITNESS: CENTER FOR STORY AND WITNESS 40,000

THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC

529 14TH ST SUITE 500
WASHINGTON,DC20045 		  PC GENERAL SUPPORT 20,000

TIBET FUND

241 EAST 32ND STREET
NEW YORK,NY10016 		  PC GENERAL SUPPORT 10,000

TIBET HOUSE INC

22 WEST 15THSTREET
NEW YORK,NY10011 		  PC GENERAL SUPPORT 30,000

TRIP FOR KIDS THE LEAGUE OF AMERICAN BICYCLISTS

1612 K STREET NW SUITE 1102
WASHINGTON
WASHINGTON,DC20006 		  PC READY TO RIDE 12,500

TURTLE SURVIVAL ALLIANCE

5900 CORE RD STE 504
N CHARLESTON,SC294066070 		  PC GENERAL SUPPORT 150,000

UNDAUNTEDK12

548 MARKET STREET PMB 83811
SAN FRANCISCO,CA94104 		  PC GENERAL SUPPORT 40,000

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

1545 DIVISADERO ST SUITE 301
SAN FRANCISCO,CA941153425 		  PC GENERAL SUPPORT 150,000

US CHAMBER OF COMMERCE FOUNDATION

1615 H ST NW
WASHINGTON,DC200620001 		  PC US COC PROJECT SUPPORT: NATIONAL CIVICS BEE 23,000

V-DAY

4104 24TH ST 4515 CA
SAN FRANCISCO,CA941143615 		  PC GENERAL SUPPORT 5,080

VICTIM RIGHTS LAW CENTER INC

11 BEACON STREET SUITE 520
BOSTON,MA02108 		  PC GENERAL SUPPORT 10,000

VIRGINIA FEDERATION OF HUMANE

PO BOX 545
EDINBURG,VA22824 		  PC GENERAL SUPPORT 35,000

VIRGINIA INSTITUTE FOR PUBLIC POLICY

PO BOX 76
LEXINGTON,VA24450 		  PC GENERAL SUPPORT 50,000

WATERFALL UNITY ALLIANCE INC

256 WEST FULTON ROAD
WEST FULTON,NY12194 		  PC $27K LANGUAGE SCHOOL/$15K GENERAL SUPPORT 42,000

WATTS OF LOVE

900 WARREN AVE
DOWNERS GROVE,IL60515 		  PC GENERAL SUPPORT 25,000

WEIL ARTS EXCHANGE LTD

155 WYTHE AVENUE
BROOKLYN,NY11249 		  PC GENERAL SUPPORT 30,000

WEIL CORNELL MEDICINE

1300 YORK AVE
NEW YORK,NY100654805 		  PC GENERAL SUPPORT 140,000

WEIL CORNELL MEDICINE

1300 YORK AVE
NEW YORK,NY100654805 		  PC GENERAL SUPPORT 19,130

WILD EARTH ALLIES INC

2 WISCONSIN CIRCLE SUITE 900
CHEVY CHASE,MD20815 		  PC GENERAL SUPPORT 25,000

WITNESS INC

228 PARK AVE S 26641 SUITE 26641
NEW YORK,NY100031502 		  PC GENERAL SUPPORT 100,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		  PC GENERAL SUPPORT 20,000

WOUNDED VETERANS RELIEF FUND

300 PROSPERITY FARMS RD UNIT F
NORTH PALM BEACH,FL334085212 		  PC GENERAL SUPPORT 5,000

WOUNDED VETERANS RELIEF FUND

300 PROSPERITY FARMS RD UNIT F
NORTH PALM BEACH,FL334085212 		  PC GENERAL SUPPORT 20,000
Total .................................right arrow 3a 10,419,567
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 388,450  
4 Dividends and interest from securities .... 901101 18,975 14 3,112,128  
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 3,107,365  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 167,602 18 -691,286  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME THRU K-1S 		901101 -149,516 01 149,516  
bTHRU SCHEDULE K-1S - NET RENTAL REAL ESTATE INCOME (LOSS)     16    
cOTHER INCOME (LOSS) 901101   01    
dOTHER MISCELLANEOUS INCOME     01    
eCLASS ACTON PROCEEDS     01 15,149  
12 Subtotal. Add columns (b), (d), and (e) .. 37,061 6,081,322 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,118,383
(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:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 89,486 0   102,874
BOOKKEEPING 22,500 0   39,000

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP ADR (TGOPY) 12,912.000 SHARES 291,811 291,811
AAON INC (AAON) 2,952.000 SHARES 347,391 347,391
ADYEN N V ADR (ADYEY) 14,875.000 SHARES 218,068 218,068
AERCAP HOLDINGS N.V. (AER) 2,370.000 SHARES 226,809 226,809
AGILYSYS INC (AGYS) 430.000 SHARES 56,635 56,635
ALTAIR ENGR INC CL A (ALTR) 2,810.000 SHARES 306,599 306,599
ANSYS INC (ANSS) 582.000 SHARES 196,326 196,326
AON PLC (AON) 438.000 SHARES 157,312 157,312
APPFOLIO INC COM CL A (APPF) 1,142.000 SHARES 281,754 281,754
ARCH CAPITAL GROUP (ACGL) 2,865.000 SHARES 264,583 264,583
ARROW ELECTR INC (ARW) 1,550.000 SHARES 175,336 175,336
ASHTEAD GROUP PLC ADR (ASHTY) 820.000 SHARES 200,490 200,490
ASM INTERNATIONAL N V (ASMIY) 313.000 SHARES 178,144 178,144
ASML HLDG NV NY REG 2012 (ASML) 320.000 SHARES 221,786 221,786
ASTRAZENECA PLC SPONSORED ADR (AZN) 4,543.000 SHARES 297,657 297,657
ATLASSIAN CORP CL A (TEAM) 608.000 SHARES 147,975 147,975
ATLASSIAN CORP CL A (TEAM) 905.000 SHARES 220,259 220,259
ATMOS ENERGY CORP (ATO) 1,200.000 SHARES 167,124 167,124
AZENTA INC (AZTA) 2,490.000 SHARES 124,500 124,500
BAE SYS PLC SPONSORED ADR (BAESY) 3,605.000 SHARES 206,062 206,062
BALCHEM CORP (BCPC) 1,495.000 SHARES 243,678 243,678
BANK OF AMERICA CORP (BAC) 3,200.000 SHARES 140,640 140,640
BECTON DICKINSON & CO (BDX) 1,370.000 SHARES 310,812 310,812
BERKSHIRE HATHAWAY INC (BRK-B) 315.000 SHARES 142,783 142,783
BIO-TECHNE CORP (TECH) 4,508.000 SHARES 324,711 324,711
BLACKLINE INC (BL) 3,275.000 SHARES 198,989 198,989
BROOKFIELD ASSET MNGMT LTD CL A (BAM) 2,040.000 SHARES 110,548 110,548
BROOKFIELD CORP CL A (BN) 4,400.000 SHARES 252,780 252,780
CADENCE DESIGN SYS INC (CDNS) 593.000 SHARES 178,173 178,173
CANADIAN NAT RES LTD COM (CNQ) 4,968.000 SHARES 153,362 153,362
CANADIAN PAC KANS CITY LTD (CP) 3,508.000 SHARES 253,874 253,874
CARMAX INC (KMX) 1,960.000 SHARES 160,250 160,250
CARMAX INC (KMX) 2,764.000 SHARES 225,985 225,985
CASELLA WASTE SYS INC CL A (CWST) 3,915.000 SHARES 414,246 414,246
CBRE GROUP INC CL A (CBRE) 1,020.000 SHARES 133,916 133,916
CBRE GROUP INC CL A (CBRE) 2,659.00 SHARES 349,100 349,100
CCC INTELLIGENT SOLUTIONS HLDGS INC (CCCS) 15,050.000 SHARES 176,537 176,537
CHUBB LTD (CB) 830.000 SHARES 229,329 229,329
CITIGROUP INC (C) 1,450.000 SHARES 102,066 102,066
CLEARWATER ANALYTICS HLDGS INC CL A (CWAN) 8,565.000 SHARES 235,709 235,709
COMPASS GROUP PLC SPON ADR (CMPGY) 5,807.000 SHARES 195,057 195,057
CONOCOPHILLIPS (COP) 2,210.000 SHARES 219,166 219,166
CONSTRUCTION PARTNERS INC CL A (ROAD) 4,240.000 SHARES 375,070 375,070
COSTAR GROUP INC (CSGP) 5,006.000 SHARES 358,380 358,380
COUPANG INC (CPNG) 10,251.000 SHARES 225,317 225,317
CRANE NXT CO (CXT) 850.000 SHARES 49,487 49,487
CROWN CASTLE INC (CCI) 2,600.000 SHARES 235,976 235,976
CSW INDUSTRIALS INC (CSWI) 725.000 SHARES 255,780 255,780
DENTSPLY SIRONA INC (XRAY) 7,970.000 SHARES 151,271 151,271
DESCARTES SYS GROUP INC (DSGX) 4,000.000 SHARES 454,400 454,400
DIGI INTL INC (DGII) 5,500.000 SHARES 166,265 166,265
ECOLAB INC (ECL) 1,709.000 SHARES 400,453 400,453
EDWARDS LIFESCIENCES CORP (EW) 2,307.000 SHARES 170,787 170,787
ENDAVA PLC ADS (DAVA) 2,147.000 SHARES 66,342 66,342
ENTEGRIS INC (ENTG) 1,226.000 SHARES 121,448 121,448
EOG RESOURCES INC (EOG) 1,455.000 SHARES 178,354 178,354
ESCO TECHNOLOGIES INC (ESE) 1,600.000 SHARES 213,136 213,136
EXPERIAN PLC (EXPGY) 3,588.000 SHARES 153,315 153,315
EXPONENT INC (EXPO) 3,475.000 SHARES 309,623 309,623
FASTENAL CO (FAST) 1,056.000 SHARES 75,937 75,937
FEDERAL SIGNAL CORP (FSS) 2,075.000 SHARES 191,709 191,709
FERGUSON ENTERPRISES INC (FERG) 985.000 SHARES 170,966 170,966
FERRARI N V (RACE) 845.000 SHARES 358,990 358,990
FIDELITY NATL FINL INC (FNF) 4,300.000 SHARES 241,402 241,402
FIRSTSERVICE CORP (FSV) 1,740.000 SHARES 314,975 314,975
FLOOR & DECOR HLDGS INC CL A (FND) 1,476.000 SHARES 147,157 147,157
GILDAN ACTIVEWEAR INC (GIL) 6,360.000 SHARES 299,238 299,238
GOOSEHEAD INS INC COM CL A (GSHD) 2,924.000 SHARES 349,415 349,415
GUIDEWIRE SOFTWARE INC (GWRE) 1,376.000 SHARES 231,966 231,966
HANESBRANDS INC (HBI) 12,100.000 SHARES 98,494 98,494
HASBRO INC (HAS) 1,940.000 SHARES 108,465 108,465
HCA HEALTHCARE INC (HCA) 280.000 SHARES 84,042 84,042
HEICO CORP NEW CL A (HEI) 1,741.000 SHARES 323,965 323,965
HELIOS TECHNOLOGIES INC (HLIO) 3,185.000 SHARES 142,178 142,178
HILLMAN SOLUTIONS CORP (HLMN) 11,200.000 SHARES 109,088 109,088
ICICI BK LTD (IBN) 7,261.000 SHARES 216,813 216,813
ICON PLC (ICLR) 1,323.000 SHARES 277,446 277,446
IDEX CORP (IEX) 639.000 SHARES 133,736 133,736
INGREDION INC (INGR) 676.000 SHARES 92,991 92,991
JBT MAREL CORPORATION (JBT) 1,210.000 SHARES 153,791 153,791
JOHNSON & JOHNSON (JNJ) 1,005.000 SHARES 145,343 145,343
JPMORGAN CHASE & CO (JPM) 470.000 SHARES 112,664 112,664
KADANT INC (KAI) 140.000 SHARES 48,299 48,299
KENVUE INC (KVUE) 5,625.000 SHARES 120,094 120,094
KINSALE CAP GROUP INC (KCH) 410.000 SHARES 190,703 190,703
KRAFT HEINZ CO (KHC) 5,140.000 SHARES 157,849 157,849
LABCORP HLDGS INC (LH) 940.000 SHARES 215,561 215,561
LEMAITRE VASCULAR INC (LMAT) 2,640.000 SHARES 243,250 243,250
LINDE PLC (LIN) 523.000 SHARES 218,964 218,964
LKQ CORP (LKQ) 4,460.000 SHARES 163,905 163,905
LONDON STK EXCHANGE GROUP ADR (LNSTY) 7,000.000 SHARES 249,830 249,830
MARKEL GROUP INC (MKL) 198.000 SHARES 341,794 341,794
MEDPACE HLDGS INC (MEDP) 348.000 SHARES 115,616 115,616
MEDTRONIC PLC (MDT) 2,275.000 SHARES 181,727 181,727
MEITUAN UNSPON ADS EACH REP 2 ORD SHS CL B (MPNGY) 6,993.000 SHARES 271,398 271,398
MERCADOLIBRE INC (MELI) 96.000 SHARES 163,242 163,242
MERCURY SYSTEMS INC (MRCY) 2,825.000 SHARES 118,650 118,650
MERIT MED SYS INC (MMSI) 2,830.000 SHARES 273,718 273,718
MESA LABS INC (MLAB) 870.000 SHARES 114,727 114,727
METTLER-TOLEDO INTL INC (MTD) 157.000 SHARES 192,118 192,118
MICROCHIP TECHNOLOGY INC (MCHP) 2,110.000 SHARES 121,009 121,009
MITSUBISHI HEAVY INDS LTD ADS (MHVIY) 9,383.000 SHARES 262,536 262,536
MONDAY COM LTD (MNDY) 810.000 SHARES 190,706 190,706
MONOLITHIC PWR SYS INC (MPWR) 240.000 SHARES 142,008 142,008
MOODYS CORP (MCO) 443.000 SHARES 209,703 209,703
MSA SAFETY INC (MSA) 670.000 SHARES 111,066 111,066
MSCI INC (MSCI) 286.000 SHARES 171,603 171,603
NCINO INC (NCNO) 2,775.000 SHARES 93,185 93,185
NEOGEN CORP (NEOG) 11,365.000 SHARES 137,971 137,971
NOVANTA INC (NOVT) 1,720.000 SHARES 262,764 262,764
NOVO-NORDISK A/S (NVO) 4,517.000 SHARES 388,552 388,552
NU HOLDINGS LTD (NU) 15,336.000 SHARES 158,881 158,881
OCCIDENTAL PETROLEUM CORP (OXY) 3,750.000 SHARES 185,288 185,288
OLD DOMINION FREIGHT LINE INC (ODFL) 1,829.000 SHARES 322,636 322,636
OMNICOM GROUP INC (OMC) 2,740.000 SHARES 235,750 235,750
OPEN TEXT CORP (OTEX) 9,170.000 SHARES 255,449 255,449
PAYCOR HCM INC (PYCR) 8,640.000 SHARES 160,445 160,445
PHILIP MORRIS INTL (PM) 1,640.000 SHARES 197,374 197,374
PPG IND INC (PPG) 1,140.000 SHARES 136,173 136,173
Q2 HLDGS INC (QTWO) 2,290.000 SHARES 230,489 230,489
RANAISSANCE RE HLDGS LTD (RNR) 887.000 SHARES 220,694 220,694
RB GLOBAL INC (RBA) 2,405.000 SHARES 216,955 216,955
RBC BEARINGS INC (RBC) 915.000 SHARES 273,713 273,713
REPLIGEN CORP (RGEN) 1,055.000 SHARES 151,857 151,857
REPLIGEN CORP (RGEN) 1,506.000 SHARES 216,774 216,774
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR (RYCEY) 40,650.000 SHARES 289,196 289,196
SAFRAN ADR (SAFRY) 6,658.000 SHARES 362,861 362,861
SAP SE-SPONSORED (SAP) 1,483.000 SHARES 365,129 365,129
SCHNEIDER ELECTRIC SE (SBGSY) 4,435.000 SHARES 220,153 220,153
SCHWAB CHARLES CORP (SCHW) 3,970.000 SHARES 293,820 293,820
SEA LTD ADR (SE) 3,500.000 SHARES 371,350 371,350
SIEMENS ENERGY AG (SMNEY) 4,877.000 SHARES 255,067 255,067
SIMPSON MFG INC (SSD) 1,755.000 SHARES 291,032 291,032
SIMULATIONS PLUS INC (SLP) 3,470.000 SHARES 96,778 96,778
SITEONE LANDSCAPE SUPPLY INC (SITE) 1,084.000 SHARES 142,839 142,839
SITEONE LANDSCAPE SUPPLY INC (SITE) 1,500.000 SHARES 197,655 197,655
SPOTIFY TECHNOLOGY S A (SPOT) 760.000 SHARES 340,009 340,009
SPS COMM INC (SPSC) 1,580.000 SHARES 290,704 290,704
SPX TECHNOLOGIES INC (SPXC) 970.000 SHARES 141,154 141,154
STANLEY BLACK & DECKER INC (SWK) 1,550.000 SHARES 124,450 124,450
STATE STR CORP (STT) 2,420.000 SHARES 237,523 237,523
STERIS PLC (STE) 996.000 SHARES 204,738 204,738
STEVANATO GROUP S.P.A. (STVN) 10,575.000 SHARES 230,429 230,429
TAIWAN SEMICONDUCTOR MANUFACTURING ADS (TSM) 2,519.000 SHARES 497,477 497,477
TE CONNECTIVITY PLC (TEL) 1,420.000 SHARES 203,017 203,017
TRANSCAT INC (TRNS) 1,340.000 SHARES 141,692 141,692
TRANSDIGM GROUP INC (TDG) 267,396 267,396
TREX CO INC (TREX) 2,355.000 SHARES 162,566 162,566
TYLER TECHNOLOGIES INC (TYL) 166.000 SHARES 95,722 95,722
UBS GROUP AG (UBS) 6,179.000 SHARES 187,347 187,347
UL SOLUTIONS INC CL A (ULS) 1,075.000 SHARES 53,621 53,621
UNILEVER PLC SPONSORED ADR (UL) 2,170.000 SHARES 123,039 123,039
UNITEDHEALTH GROUP INC (UNH) 320.000 SHARES 161,875 161,875
VEEVA SYS INC CL A (VEEV) 1,851.000 SHARES 389,173 389,173
VERALTO CORP (VLTO) 3,363.000 SHARES 342,522 342,522
VERICEL CORP (VCEL) 3,075.000 SHARES 168,848 168,848
VERISK ANALYTICS INC (VRSK) 359.000 SHARES 98,879 98,879
VERIZON COMMUNICATIONS (VZ) 5,660.000 SHARES 226,343 226,343
VERTEX INC CL A (VERX) 3,455.000 SHARES 184,324 184,324
VULCAN MATERIALS CO (VMC) 1,728.000 SHARES 444,493 444,493
WALT DISNEY CO (DIS) 1,510.000 SHARES 168,139 168,139
WARNER MUSIC GROUP CORP CL A (WMG) 6,730.000 SHARES 208,630 208,630
WASTE CONNECTIONS INC (WCN) 1,443.000 SHARES 247,590 247,590
WASTE CONNECTIONS INC (WCN) 886.000 SHARES 152,020 152,020
WD 40 CO (WDFC) 500.000 SHARES 121,340 121,340
WEST PHARMACEUITCAL SVCS INC (WST) 827.000 SHARES 270,892 270,892
WNS HOLDINGS LTD (WNS) 3,754.000 SHARES 177,902 177,902
WOODWARD INC (WWD) 888.000 SHARES 147,780 147,780
WORKIVA INC CL A (WK) 1,500.000 SHARES 164,250 164,250

TY 2024 InvestmentsGovtObligationsSch
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
US Government Securities - End of Year Book Value:

15,716,578
US Government Securities - End of Year Fair Market Value:

15,716,578
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCOLADE PARTNERS GROWTH I, L.P. FMV 13,169,873 13,169,873
ACCOLADE PARTNERS GROWTH II, L.P. FMV 4,080,233 4,080,233
ACCOLADE PARTNERS GROWTH III, L.P. FMV 657,690 657,690
ACCOLADE PARTNERS III, L.P. FMV 4,037,427 4,037,427
ACCOLADE PARTNERS IV, L.P. FMV 6,186,176 6,186,176
ACCOLADE PARTNERS IX, L.P. FMV 1,128,852 1,128,852
ACCOLADE PARTNERS V, L.P. FMV 10,424,256 10,424,256
ACCOLADE PARTNERS VI, L.P. FMV 8,442,195 8,442,195
ACCOLADE PARTNERS VII, L.P. FMV 10,177,011 10,177,011
ACCOLADE PARTNERS VIII, L.P. FMV 5,240,944 5,240,944
BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II-R, LP FMV 6,600,593 6,600,593
CAMDEN PARTNERS STRATEGIC FUND VI, L.P. FMV 6,579,125 6,579,125
IPI PARTNERS II-A, LP FMV 7,528,728 7,528,728
KNIGHTHEAD SPECIAL SITUATIONS REAL ESTATE FUND II, L.P. FMV 289,679 289,679
LEGACY DISTRESSED OPPORTUNITIES PARTNERS, LTD FMV 28,576 28,576
OAKTREE REAL ESTATE DEBT FUND III, L.P. FMV 4,203,692 4,203,692
OAKTREE REAL ESTATE INCOME FUND, L.P. FMV 8,230,451 8,230,451
VANGUARD INDEX FUNDS S&P 500 ETF (VOO) 36,940.000 SHARES FMV 19,903,641 19,903,641

TY 2024 LegalFeesSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL SERVICE FEES 57,468 0   88,892


TY 2024 OtherAssetsSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INVESTMENT INCOME 126,274 276,676 276,676


TY 2024 OtherDecreasesSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Description Amount
DEFERRED FEDERAL EXCISE TAX EXPENSE 661


TY 2024 OtherExpensesSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INFORMATION TECHNOLOGY SUPPORT AND WEB HOSTING 164,246 0   164,246
INSURANCE EXPENSE 31,293 4,694   21,459
OFFICE AND OTHER EXPENSES 41,209 0   40,781
OTHER INVESTMENT EXPENSES 1,434 1,434   0
PAYROLL PROCESSING 2,354 0   2,354
THRU SCHEDULE K-1'S - OTHER DEDUCTIONS 1,987,215 1,792,141   0


TY 2024 OtherIncomeSchedule2
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
THRU SCHEDULE K-1S - OTHER INCOME (LOSS) 3,107,365 3,223,111 3,107,365
CLASS ACTON PROCEEDS 15,149 15,149 15,149


TY 2024 OtherIncreasesSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Description Amount
UNREALIZED APPRECIATION ON INVESTMENTS 47,534


TY 2024 OtherLiabilitiesSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 623,744 624,405
FEDERAL EXCISE TAX PAYABLE 0 34,000


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PHILANTHROPIC AND GRANTMAKING ADVISORY CONSULTANTS 74,806 0   74,806
INFORMATION TECHNOLOGY CONSULTANTS 9,663 0   9,663
FOUNDATION ADMINISTRATION AND GRANTS MANAGEMENT 111,314 44,526   99,231
INVESTMENT ADVISORY 210,000 210,000   0
CUSTODIAL FEES 319,196 319,196   0
INVESTMENT MANAGEMENT 839,375 839,375   0


TY 2024 TaxesSchedule
Name:
THE WILLIAM H DONNER FOUNDATION INC
EIN:
23-1611346
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 48,480 0   0
FOREIGN TAXES WITHHELD 0 963   0