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 GREENWALL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)650 MASSACHUSETTS AVE NW SUITE 60
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20001
A Employer identification number

13-6082277
B Telephone number (see instructions)

(212) 679-7266
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$114,032,741J 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 38,709 38,709  
4 Dividends and interest from securities... 2,518,837 2,574,569  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,173,708
b Gross sales price for all assets on line 6a 2,173,708
7 Capital gain net income (from Part IV, line 2)... 2,173,708
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
110,314 105,851  
12 Total. Add lines 1 through 11........ 4,841,568 4,892,837  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 471,100 12,624   458,476
14 Other employee salaries and wages...... 365,963 0   365,963
15 Pension plans, employee benefits....... 271,213 3,312   267,901
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,036 0   19,066
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
247,170 0   243,091
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
588,019 480,406   111,311
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
59,843 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 231,077 2,801   242,247
21 Travel, conferences, and meetings....... 64,975 8,962   49,261
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
458,973 16,182   461,317
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,778,369 524,287   2,218,633
25 Contributions, gifts, grants paid....... 3,414,735 3,299,934
26 Total expenses and disbursements. Add lines 24 and 25 6,193,104 524,287   5,518,567
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,351,536
b Net investment income (if negative, enter -0-) 4,368,550
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............. 85,179 79,583 79,583
2 Savings and temporary cash investments......... 2,045,712 1,849,123 1,849,123
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.......... 6,698 21,789 21,789
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 29,162,430 Click to see attachment
List of Attached Documents:
// Content
30,378,239 		30,378,239
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).......... 75,498,418 Click to see attachment
List of Attached Documents:
// Content
81,646,336 		81,646,336
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
183,976 		Click to see attachment
List of Attached Documents:
// Content
57,671 		Click to see attachment
List of Attached Documents:
// Content
57,671
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,982,413 114,032,741 114,032,741
Liabilities 17 Accounts payable and accrued expenses.......... 40,247 50,527
18 Grants payable................. 3,239,159 3,353,960
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
433,459 		Click to see attachment
List of Attached Documents:
// Content
397,499
23 Total liabilities (add lines 17 through 22)......... 3,712,865 3,801,986
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........... 103,269,548 110,230,755
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 103,269,548 110,230,755
30 Total liabilities and net assets/fund balances (see instructions). 106,982,413 114,032,741
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
103,269,548
2
Enter amount from Part I, line 27a .....................
2
-1,351,536
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,430,558
4
Add lines 1, 2, and 3 ..........................
4
110,348,570
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
117,815
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
110,230,755
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 SALE OF PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,450,245     1,450,245
b 723,463     723,463
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,450,245
b       723,463
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,173,708
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 60,723
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 60,723
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 60,723
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 67,754
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 67,754
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 7,031
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,031 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
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 arrowNY, DC
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.GREENWALL.ORG
14
The books are in care ofright arrowTHE GREENWALL FOUNDATION Telephone no.right arrow (212) 679-7266

Located atright arrow650 MASSACHUSETTS AVE NW SUITE 600WASHINGTONDC ZIP+4right arrow20001
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
ANN ALPERS JD DIRECTOR/CHAIR
1.00 		12,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
PHYLLIS D MEADOWS PHD MSN RN DIRECTOR/VICE CHAIR
1.00 		8,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
JOEL W MOTLEY JD DIRECTOR/SECRETARY
1.00 		8,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
PETER GOODWIN MBA DIRECTOR/TREASURER
1.00 		12,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
CHRISTINE K CASSEL MD DIRECTOR THROUGH MAY 2024
1.00 		4,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
GEORGE L BUNTING JR DIRECTOR THROUGH MAY 2024
1.00 		0 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
JASON KARLAWISH MD DIRECTOR
1.00 		12,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
AMY L MCGUIRE JD PHD DIRECTOR
1.00 		12,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
RICHARD L SALZER JR MD DIRECTOR
1.00 		8,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
JAMES A TULSKY MD DIRECTOR
1.00 		8,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
KEITH WAILOO PHD DIRECTOR
1.00 		8,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
ROSE MARIE MARTINEZ SCD DIRECTOR AS OF MAY 2024
1.00 		4,000 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
TIMOTHY M WESTMORELAND JD DIRECTOR AS OF NOVEMBER 2024
1.00 		0 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
DAVID SCHOFIELD DIRECTOR AS OF NOVEMBER 2024
1.00 		0 0 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
MICHELLE GROMAN JD PRESIDENT AND CEO
40.00 		375,100 51,750 0
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
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
MISTI AULT ANDERSON PROGRAM DIRECTOR
40.00 		165,787 24,868 0
650 MASSACHUSETTS AVENUE NW STE 600
WASHINGTON,DC20001
KYLE RUEMPLER PROGRAM & OFFICE MAN
40.00 		83,212 12,482 0
650 MASSACHUSETTS AVENUE NW STE 600
WASHINGTON,DC20001
TIMOTHY BADMINGTON COMMUNICATIONS MANAG
40.00 		76,162 11,424 0
650 MASSACHUSETTS AVENUE NW STE 600
WASHINGTON,DC20001
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
GOLDMAN SACHS ASSET MANAGEMENT PORTFOLIO ADVISORS 308,878
200 WEST STREET 39TH FLOOR
NEW YORK,NY10282
APERIO GROUP LLC INVESTMENT MANAGEMENT 170,793
3 HARBOR DRIVE SUITE 204
SAUSALITO,CA94965
PALMER FINANCIAL LLC ACCOUNTING CONSULTING 146,985
4905 DEL RAY AVENUE STE 503
BETHESDA,MD20814
PKF O'CONNOR DAVIES LLP AUDIT AND TAX SERVICES 53,135
245 PARK AVENUE 12TH FLOOR
NEW YORK,NY10167
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 THE FOUNDATION FACILITATES AND PROVIDES ONGOING MENTORING, PROFESSIONAL DEVELOPMENT AND ACADEMIC COLLABORATIONS FOR SCHOLARS AND ALUMNI OF THE FACULTY SCHOLARS PROGRAM TO IMPLEMENT THE GOALS OF THE GRANT-MAKING INITIATIVE. THIS IS CARRIED OUT PRINCIPALLY THROUGH ORGANIZING SEMI-ANNUAL MEETINGS WHERE SCHOLARS OBTAIN FEEDBACK ON THEIR RESEARCH AND MENTORING ON CAREER DEVELOPMENT AND LEADERSHIP SKILLS. THE FOUNDATION ALSO CONVENES AND FUNDS MEETINGS OF THE GREENWALL FACULTY SCHOLARS PROGRAM COMMITTEE TO OVERSEE THE PROGRAM. 751,580
2 THE FOUNDATION CELEBRATED ITS 75TH ANNIVERSARY IN 2024. IN HONOR OF THIS MILESTONE, THE FOUNDATION COMMISSIONED THE DEVELOPMENT OF A NEW PROJECT FROM THEATER OF WAR PRODUCTIONS A REFUTATION AIMED AT CATALYZING CRUCIAL DISCUSSIONS ABOUT HEALTHCARE INEQUITY. DEVELOPED IN 2024 (TO BE PERFORMED IN EARLY 2025), A REFUTATION FEATURES DRAMATIC READINGS BY ACCLAIMED ACTORS FROM CONFLICTING HISTORICAL ACCOUNTS OF PHILADELPHIA'S 1793 YELLOW FEVER EPIDEMIC; PERFORMANCES ARE STRUCTURED TO SPARK GUIDED PANEL AND AUDIENCE DISCUSSIONS ON AMERICA'S CURRENT HEALTH INEQUITIES." 75,000
3 THE WILLIAM C. STUBING MEMORIAL LECTURE WAS HELD IN PERSON AT NEW YORK UNIVERSITY'S HEMMERDINGER HALL AND BROADCAST ONLINE ON NOVEMBER 19, 2024 AND FEATURED BETH MACY, JOURNALIST AND BESTSELLING AUTHOR OF DOPESICK AND RAISING LAZARUS: HOPE, JUSTICE, AND THE FUTURE OF AMERICA'S OVERDOSE CRISIS. PERRI PELTZ, JOURNALIST, PUBLIC HEALTH ADVOCATE, AND EMMY AWARD-WINNING FILMMAKER KNOWN FOR THE HBO DOCUMENTARY WARNING: THIS DRUG MAY KILL YOU, MODERATED THE DISCUSSION, TITLED "ETHICS IN AMERICA'S EPIDEMIC: NAVIGATING SOLUTIONS AND HOPE IN THE OPIOID CRISIS" MR. STUBING SERVED AS PRESIDENT OF THE FOUNDATION FOR 21 YEARS. THE LECTURE SERIES WAS CREATED IN HIS HONOR AND IS INTENDED TO REACH A BROAD PUBLIC AUDIENCE TO SHOW HOW ETHICS IMPACTS THEIR EVERYDAY LIVES. 41,040
4 THE GREENWALL FOUNDATION NAMED USHA LEE MCFARLING, NATIONAL SCIENCE CORRESPONDENT AT STAT, AS THE RECIPIENT OF THE 2024 BERNARD LO, MD AWARD IN BIOETHICS. THE AWARD RECOGNIZED MS. MCFARLING FOR HER ROLE IN SHAPING THE PUBLIC DISCUSSION AND POLICY DEBATE ABOUT BIOETHICS AND EQUITY IN HEALTHCARE AND RESEARCH. THE LO AWARD HONORS DR. LO'S SERVICE TO THE GREENWALL FOUNDATION AS ITS PRESIDENT & CEO (2012-2020) AND FOUNDING DIRECTOR OF THE FACULTY SCHOLARS PROGRAM. IT CONVEYS A CASH PRIZE OF $25,000. 34,302
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
110,349,870
b
Average of monthly cash balances.......................
1b
1,146,999
c
Fair market value of all other assets (see instructions)................
1c
38,847
d
Total (add lines 1a, b, and c).........................
1d
111,535,716
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
111,535,716
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,673,036
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
109,862,680
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,493,134
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
5,493,134
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
60,723
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
60,723
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,432,411
4
Recoveries of amounts treated as qualifying distributions................
4
5,299
5
Add lines 3 and 4............................
5
5,437,710
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
5,437,710
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
5,518,567
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
5,518,567
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 5,437,710
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 375,235
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$ 5,518,567
a Applied to 2023, but not more than line 2a 375,235
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..... 5,143,332
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 .......... 		294,378
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 e-mail address of the person to whom applications should be addressed:
MISTI ANDERSON
650 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
(212) 679-7266
MANDERSON@GREENWALL.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WWW.GREENWALL.ORG
cAny submission deadlines:
SEE WWW.GREENWALL.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WWW.GREENWALL.ORG
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

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA
HOUSTON,TX77030 		N/A PC ADVANCING MATERNAL HEALTH EQUITY AMONG BLACK WOMEN IN THE UNITED STATES: CONSIDERATIONS FOR BIOETHICISTS 44,839

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA
HOUSTON,TX77030 		N/A PC ADVANCING MATERNAL HEALTH EQUITY AMONG BLACK WOMEN IN THE UNITED STATES: CONSIDERATIONS FOR BIOETHICISTS 46,014

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA
HOUSTON,TX77030 		N/A PC PHILOSOPHICAL BIOETHICS SEMINAR SERIES 73,047

BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HIL,MA024673800 		N/A PC MORAL DISTRESS AMONG OBSTETRICIANS AND GYNECOLOGISTS IN THE POST-ROE ERA 58,727

BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HIL,MA024673800 		N/A PC MORAL DISTRESS AMONG OBSTETRICIANS AND GYNECOLOGISTS IN THE POST-ROE ERA 58,727

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		N/A PC AN ETHICS-INFORMED POLICY FOR URINE DRUG TESTING IN PREGNANCY: IMPACT ON PATIENTS AND PROVIDERS 63,794

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		N/A PC AN ETHICS-INFORMED POLICY FOR URINE DRUG TESTING IN PREGNANCY: IMPACT ON PATIENTS AND PROVIDERS 55,997

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118 		N/A PC AN ETHICS-INFORMED POLICY FOR URINE DRUG TESTING IN PREGNANCY: IMPACT ON PATIENTS AND PROVIDERS 55,997

BOSTON UNIVERSITY

881 COMMONWEALTH AVE FLOOR 4
BOSTON,MA022151390 		N/A PC IMPROVING LONG-TERM CARE FACILITY DESIGN THROUGH BIOETHICAL PEER REVIEW 48,902

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453 		N/A PC TRUSTING BLACK WOMEN: EXPLORING IDENTITY, DECISION-MAKING, AND HISTORY 43,274

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453 		N/A PC TRUSTING BLACK WOMEN: EXPLORING IDENTITY, DECISION-MAKING, AND HISTORY 44,496

BRIGHAM & WOMEN'S HOSPITAL

75 FRANCIS ST
BOSTON,MA021156110 		N/A PC ETHICS AND EFFECTS OF INDIVIDUAL PATIENT TESTIMONIES IN PUBLIC HEALTH DECISION MAKING 64,646

CANDID (FOUNDATION CENTER)

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		N/A PC 2024 GENERAL SUPPORT 7,352

COUNCIL ON FOUNDATIONS

1828 L STREET NW
WASHINGTON,DC20036 		N/A PC 2024 GENERAL SUPPORT 6,500

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC IN HONOR OF CHRISTINE K. CASSEL, MD 20,000

DUKE UNIVERSITY

2301 ERWIN ROAD
DURHAM,NC27710 		N/A PC THE ETHICS OF THE ARTIFICIAL WOMB: CLINICAL INNOVATIONS AT THE MARGINS OF VIABILITY 74,053

EMORY UNIVERSITY

1531 DICKEY DRIVE EMORY UNIVERSITY
CENTER FOR ETHICS
ATLANTA,GA30322 		N/A PC CROSS-INSTITUTIONAL UNDERGRADUATE SPONSORSHIP PROGRAM IN BIOETHICS 11,483

GEORGETOWN UNIVERSITY

149 OLD N WAY
WASHINGTON,DC20007 		N/A PC ADDRESSING THE ROOTS OF DISABILITY HEALTH DISPARITIES 36,963

GEORGETOWN UNIVERSITY

149 OLD N WAY
WASHINGTON,DC20007 		N/A PC ADDRESSING THE ROOTS OF DISABILITY HEALTH DISPARITIES 41,702

HASTINGS CENTER

21 MALCOLM GORDON RD
GARRISON,NY10524 		N/A PC HASTINGS ON THE HILL: INFORMING POLICY ON AI IN HEALTH 49,976

HEALTH CARE FOR ALL

70 FRANKLIN ST
BOSTON,MA02110 		N/A PC IMPROVING BIOETHICS IN SDOH-FOCUSED MEDICAID PROGRAMS 46,551

JOHNS HOPKINS BERMAN INSTITUTE OF BIOETHICS

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC IN HONOR OF GEORGE L. BUNTING JR. 20,000

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC INSTITUTIONAL OBLIGATIONS FOR PRAGMATIC CLINICAL TRIALS: DEVELOPING A NORMATIVE ACCOUNT AND PRACTICAL GUIDANCE 51,663

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC INSTITUTIONAL OBLIGATIONS FOR PRAGMATIC CLINICAL TRIALS: DEVELOPING A NORMATIVE ACCOUNT AND PRACTICAL GUIDANCE 53,212

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC INSTITUTIONAL OBLIGATIONS FOR PRAGMATIC CLINICAL TRIALS: DEVELOPING A NORMATIVE ACCOUNT AND PRACTICAL GUIDANCE 53,210

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC GENERAL OPERATING SUPPORT 50,000

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC BERMAN INSTITUTE PODCAST PROJECT 60,602

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC BERMAN INSTITUTE PODCAST PROJECT 50,409

JOHNS HOPKINS UNIVERSITY

1809 ASHLAND AVE
BALTIMORE,MD21205 		N/A PC BERMAN INSTITUTE PODCAST PROJECT 50,409

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC GUIDING PRINCIPLES FOR HUMAN DATA SHARING AND USE: BALANCING PUBLIC AND SCIENTIFIC VALUES 38,934

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC GUIDING PRINCIPLES FOR HUMAN DATA SHARING AND USE: BALANCING PUBLIC AND SCIENTIFIC VALUES 38,934

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC BEYOND COERCION: AN ETHICAL FRAMEWORK FOR MANDATED SUBSTANCE USE TREATMENT 67,002

JOHNS HOPKINS UNIVERSITY

733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC BEYOND COERCION: AN ETHICAL FRAMEWORK FOR MANDATED SUBSTANCE USE TREATMENT 69,582

NEW VENTURE FUND

1201 CONNECTICUT AVE NW 300
WASHINGTON,DC20036 		N/A PC SUPPORT FOR RESPONSIBLE DESIGN, DEVELOPMENT AND DEPLOYMENT OF TECHNOLOGIES 150,000

NEW YORK UNIVERSITY

227 EAST 30TH ST
NEW YORK,NY10016 		N/A PC IN SEARCH OF AN ETHICAL CONSTRAINT ON HOSPITAL REVENUE GENERATION 48,838

NEW YORK UNIVERSITY

227 EAST 30TH ST
NEW YORK,NY10016 		N/A PC IN SEARCH OF AN ETHICAL CONSTRAINT ON HOSPITAL REVENUE GENERATION 50,228

PHILANTHROPY NEW YORK

1500 BROADWAY 7TH FLOOR
NEW YORK,NY10336 		N/A PC 2024 GENERAL SUPPORT 7,250

STANFORD UNIVERSITY

615 CROTHERS WAY OFFICE 185
STANFORD,CA94305 		N/A PC UNDERSTANDING AND NAVIGATING CLAIMS OF CHILD SUFFERING IN PEDIATRIC ETHICS AND PRACTICE 81,322

U OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL606375418 		N/A PC SIMULATING CRISIS STANDARDS OF CARE AND DEVELOPING AN EQUITABLE LIFE SUPPORT ALLOCATION PROTOCOL 57,508

U OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL606375418 		N/A PC SIMULATING CRISIS STANDARDS OF CARE AND DEVELOPING AN EQUITABLE LIFE SUPPORT ALLOCATION PROTOCOL 57,508

U OF COLORADO ANSCHUTZ

1635 AURORA CT
AURORA,CO80045 		N/A PC TRUSTING EACH OTHER: ENHANCING TRUST IN HEALTH CARE RELATIONSHIPS 46,947

U OF COLORADO ANSCHUTZ

1635 AURORA CT
AURORA,CO80045 		N/A PC TRUSTING EACH OTHER: ENHANCING TRUST IN HEALTH CARE RELATIONSHIPS 46,947

U OF COLORADO ANSCHUTZ

1635 AURORA CT
AURORA,CO80045 		N/A PC TRUSTING EACH OTHER: ENHANCING TRUST IN HEALTH CARE RELATIONSHIPS 42,001

U OF COLORADO ANSCHUTZ

1635 AURORA CT
AURORA,CO80045 		N/A PC TRUSTING EACH OTHER: ENHANCING TRUST IN HEALTH CARE RELATIONSHIPS 42,001

U OF COLORADO

1635 AURORA CT
AURORA,CO80045 		N/A PC ETHICAL CHALLENGES IN PHYSICIAN ADVOCACY AND ORGAN ALLOCATION POLICIES: ANALYSIS OF EXCEPTION LETTERS FOR HEART TRANSPLANTATION 40,026

U OF COLORADO

1635 AURORA CT
AURORA,CO80045 		N/A PC ETHICAL CHALLENGES IN PHYSICIAN ADVOCACY AND ORGAN ALLOCATION POLICIES: ANALYSIS OF EXCEPTION LETTERS FOR HEART TRANSPLANTATION 40,026

U OF COLORADO

1635 AURORA CT
AURORA,CO80045 		N/A PC ETHICAL CHALLENGES IN PHYSICIAN ADVOCACY AND ORGAN ALLOCATION POLICIES: ANALYSIS OF EXCEPTION LETTERS FOR HEART TRANSPLANTATION 40,026

U OF COLORADO

1635 AURORA CT
AURORA,CO80045 		N/A PC ETHICAL CHALLENGES IN PHYSICIAN ADVOCACY AND ORGAN ALLOCATION POLICIES: ANALYSIS OF EXCEPTION LETTERS FOR HEART TRANSPLANTATION 40,027

U OF TORONTO

155 COLLEGE ST SUITE 130
TORONTO   M5T 1P8
CA 		N/A PC FROM TRANSPARENCY TO MORAL PERCEPTION: ANALYSIS OF CONFLICTS OF INTEREST ARISING FROM INDUSTRY PAYMENTS TO ADVANCED PRACTICE NURSES AND THEIR PRACTICE NETWORKS 51,624

U PENN

PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC A NEW ERA IN ALZHEIMER'S DISEASE: EXAMINING THE ETHICS OF ANTI-AMYLOID TREATMENT 52,582

U PENN

PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC PROMOTING HIGH-QUALITY ETHICS REVIEW AND OVERSIGHT OF PSYCHEDELIC RESEARCH: LEARNING FROM INVESTIGATOR EXPERIENCE AND IRB PERSPECTIVES 55,404

U PENN

PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC PROMOTING HIGH-QUALITY ETHICS REVIEW AND OVERSIGHT OF PSYCHEDELIC RESEARCH: LEARNING FROM INVESTIGATOR EXPERIENCE AND IRB PERSPECTIVES 55,404

U PENN

PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC PROMOTING HIGH-QUALITY ETHICS REVIEW AND OVERSIGHT OF PSYCHEDELIC RESEARCH: LEARNING FROM INVESTIGATOR EXPERIENCE AND IRB PERSPECTIVES 54,137

U PENN

PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC NAVIGATING ETHICAL ISSUES IN MEDICAL VENTURE PHILANTHROPY 49,642

U PENN

PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC NAVIGATING ETHICAL ISSUES IN MEDICAL VENTURE PHILANTHROPY 51,056

UC BERKELEY

3229 DWINELLE HALL UC BERKELEY
BERKELEY,CA94720 		N/A PC TROUBLING CONSCIENCE: AUTONOMY AND AUTHORITY IN RELIGIOUS HOSPITALS 54,883

UNIVERISTY OF MICHIGAN

WOLVERINE TOWER 3003 S STATE STREET
ANN ARBOR,MI481091274 		N/A PC GENERATIVE AI CHALLENGES FOR HEALTH DATA SHARING AND RESEARCH INTEGRITY 56,027

UNIVERISTY OF VIRGINIA

1001 N EMMET ST PO BOX 400195
CHARLOTTESVILLE,VA229044195 		N/A PC BIOETHICS IN MOVEMENT ADVOCACY 77,100

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

BOX 0962 490 ILLINOIS STREET 4TH
FLOOR
SAN FRANCISCO,CA94143 		N/A PC HEALTHCARE DECISION-MAKING IN CALIFORNIA WOMEN'S PRISONS: HISTORICAL LEGACIES OF INJUSTICE AND MODERN REGULATORY CONSTRAINTS 47,203

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

BOX 0962 490 ILLINOIS STREET 4TH
FLOOR
SAN FRANCISCO,CA94143 		N/A PC POST-ROE INDIANA: AN ETHNOGRAPHY OF PATIENT TREATMENT DURING PREGNANCY LOSSES, TERMINATION, AND COMPLICATIONS 42,828

UNIVERSITY OF CALIFORNIA SAN FRANCISCO

BOX 0962 490 ILLINOIS STREET 4TH
FLOOR
SAN FRANCISCO,CA94143 		N/A PC POST-ROE INDIANA: AN ETHNOGRAPHY OF PATIENT TREATMENT DURING PREGNANCY LOSSES, TERMINATION, AND COMPLICATIONS 42,827

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL

3009 OLD CLINIC BUILDING CAMPUS BOX
7570
CHAPEL HILL,NC27599 		N/A PC MOVING AWAY FROM RACE-ETHNICITY BASED CLINICAL CARE OF EARLY FEMALE PUBERTY TOWARDS RACE AND ETHNICITY CONSCIOUS PUBERTY JUSTICE 63,653

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL

3009 OLD CLINIC BUILDING CAMPUS BOX
7570
CHAPEL HILL,NC27599 		N/A PC PRENATAL DIAGNOSIS IN THE POST-ROE ERA (PD-PRE) 49,478

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL

3009 OLD CLINIC BUILDING CAMPUS BOX
7570
CHAPEL HILL,NC27599 		N/A PC PRENATAL DIAGNOSIS IN THE POST-ROE ERA (PD-PRE) 49,478

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL

3009 OLD CLINIC BUILDING CAMPUS BOX
7570
CHAPEL HILL,NC27599 		N/A PC PRENATAL DIAGNOSIS IN THE POST-ROE ERA (PD-PRE) 49,478

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL

3009 OLD CLINIC BUILDING CAMPUS BOX
7570
CHAPEL HILL,NC27599 		N/A PC PRENATAL DIAGNOSIS IN THE POST-ROE ERA (PD-PRE) 49,478
Total .................................right arrow 3a 3,299,934
bApproved for future payment

BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX77030 		N/A PC ADVANCING MATERNAL HEALTH EQUITY AMONG BLACK WOMEN IN THE UNITED STATES: CONSIDERATIONS FOR BIOETHICISTS 140,463

BRANDEIS UNIVERSITY
415 SOUTH STREET
WALTHAM,MA02453 		N/A PC TRUSTING BLACK WOMEN: EXPLORING IDENTITY, DECISION-MAKING, AND HISTORY 44,497

BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS ST
BOSTON,MA021156110 		N/A PC ETHICS AND EFFECTS OF INDIVIDUAL PATIENT TESTIMONIES IN PUBLIC HEALTH DECISION MAKING 197,710

DUKE UNIVERSITY
2301 ERWIN ROAD
DURHAM,NC27710 		N/A PC THE ETHICS OF THE ARTIFICIAL WOMB: CLINICAL INNOVATIONS AT THE MARGINS OF VIABILITY 387,594

GEORGETOWN UNIVERSITY
149 OLD N WAY NEW NORTH 212
WASHINGTON,DC20007 		N/A PC ADDRESSING THE ROOTS OF DISABILITY HEALTH DISPARITIES 41,702

JOHNS HOPKINS UNIVERSITY
733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC BEYOND COERCION: AN ETHICAL FRAMEWORK FOR MANDATED SUBSTANCE USE TREATMENT 214,114

JOHNS HOPKINS UNIVERSITY
733 N BROADWAY STE 117
BALTIMORE,MD21205 		N/A PC GUIDING PRINCIPLES FOR HUMAN DATA SHARING AND USE: BALANCING PUBLIC AND SCIENTIFIC VALUES 77,868

NEW VENTURE FUND
1201 CONNECTICUT AVE NW 300
WASHINGTON,DC20036 		N/A PC SUPPORT FOR RESPONSIBLE DESIGN, DEVELOPMENT AND DEPLOYMENT OF TECHNOLOGIES 200,000

NEW YORK UNIVERSITY
227 EAST 30TH ST
NEW YORK,NY10016 		N/A PC IN SEARCH OF AN ETHICAL CONSTRAINT ON HOSPITAL REVENUE GENERATION 153,549

STANFORD UNIVERSITY
615 CROTHERS WAY OFFICE 185
STANFORD,CA94305 		N/A PC UNDERSTANDING AND NAVIGATING CLAIMS OF CHILD SUFFERING IN PEDIATRIC ETHICS AND PRACTICE 420,938

THE REGENTS OF THE UNIVERSITY OF COLORADO
1635 AURORA CT
AURORA,CO80045 		N/A PC ETHICAL CHALLENGES IN PHYSICIAN ADVOCACY AND ORGAN ALLOCATION POLICIES: ANALYSIS OF EXCEPTION LETTERS FOR HEART TRANSPLANTATION 114,601

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC PROMOTING HIGH-QUALITY ETHICS REVIEW AND OVERSIGHT OF PSYCHEDELIC RESEARCH: LEARNING FROM INVESTIGATOR EXPERIENCE AND IRB PERSPECTIVES 54,137

UNIVERSITY OF MICHIGAN
WOLVERINE TOWER 3003 S STATE STREET
ANN ARBOR,MI481091274 		N/A PC GENERATIVE AI CHALLENGES FOR HEALTH DATA SHARING AND RESEARCH INTEGRITY 291,271

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
3009 OLD CLINIC BUILDING CAMPUS BOX
7570
CHAPEL HILL,NC27599 		N/A PC PRENATAL DIAGNOSIS IN THE POST-ROE ERA (PD-PRE) 62,361

UNIVERSITY OF NORTH CAROLINA
101 MANNING DRIVE
CHAPEL HILL,NC27599 		N/A PC MOVING AWAY FROM RACE-ETHNICITY BASED CLINICAL CARE OF EARLY FEMALE PUBERTY TOWARDS RACE AND ETHNICITY CONSCIOUS PUBERTY JUSTICE 176,619

UNIVERSITY OF PENNSYLVANIA
PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC NAVIGATING ETHICAL ISSUES IN MEDICAL VENTURE PHILANTHROPY 51,056

UNIVERSITY OF PENNSYLVANIA
PO BOX 785541 PHILADELPHIA PA
19178-5541
PHILADELPHIA,PA19104 		N/A PC A NEW ERA IN ALZHEIMER'S DISEASE: EXAMINING THE ETHICS OF ANTI-AMYLOID TREATMENT 160,728

UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE
SEATTLE,WA98195 		N/A PC COMMUNICATION AND RESOLUTION PROGRAMS: TACKLING THE CRITICAL UNANSWERED ETHICAL QUESTIONS 284,957

UNIVERSITY OF WASHINGTON
BOX 359505
SEATTLE,WA981959505 		N/A PC RESTORATIVE PROCESSES FOR MEDICAL RACISM: FOSTERING ACCOUNTABILITY AND RELATIONAL REPAIR 172,960

WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
4523 CLAYTON AVENUE CAMPUS BOX 8005
ST LOUIS,MO631101093 		N/A PC PSYCHOTROPIC MEDICATION DECISION MAKING FOR YOUTH IN FOSTER CARE: CHALLENGES, BARRIERS, AND FACILITATORS TO INFORMED CONSENT, ASSENT AND REFUSAL 169,501
Total ................................. right arrow 3b 3,416,626
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 38,709  
4 Dividends and interest from securities ....     14 2,518,837  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,173,708  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT REFUNDS 		    01 5,299  
bRENTAL INCOME     01 105,015  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,841,568 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,841,568
(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 GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT AND TAX PREPARATION FEES 53,135 0   53,135
ACCOUNTING FEES 194,035 0   189,956

TY 2024 InvestmentsCorpStockSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC UNSPONSORED ADR CMN (TGOPY) 864 SHARES 19,416 19,416
3M COMPANY CMN (MMM) 666 SHARES 85,974 85,974
ABBOTT LABORATORIES CMN (ABT) 1733 SHARES 196,020 196,020
ABBVIE INC CMN (ABBV) 588 SHARES 104,488 104,488
ABERCROMBIE & FITCH CO. CLASS A COMMON STOCK (ANF) 83 SHARES 12,406 12,406
ACCENTURE PLC CMN CLASS A (ACN) 555 SHARES 195,243 195,243
ADOBE INC CMN (ADBE) 293 SHARES 130,290 130,290
ADVANCED MICRO DEVICES, INC. CMN (AMD) 1004 SHARES 121,272 121,272
ADVANTEST CORPORATION SPONSORED ADR CMN (ATEYY) 284 SHARES 16,620 16,620
AENA SME SA ADR CMN (ANYYY) 3840 SHARES 78,492 78,492
AFFIRM HOLDINGS, INC. CMN (AFRM) 8 SHARES 486 486
AIA GROUP LIMITED SPONSORED ADR CMN SERIES (AAGIY) 1477 SHARES 42,819 42,819
AIR LIQUIDE SA ADR CMN (AIQUY) 3577 SHARES 116,244 116,244
AIR PRODUCTS & CHEMICALS INC CMN (APD) 149 SHARES 43,215 43,215
AJINOMOTO INC (ADR) ADR CMN (AJINY) 2034 SHARES 83,504 83,504
AKAMAI TECHNOLOGIES, INC. CMN (AKAM) 215 SHARES 20,565 20,565
AKTIEBOLAGET ELECTROLUX ADR SPONSORED CL B (ELUXY) 585 SHARES 9,731 9,731
ALBEMARLE CORP CMN (ALB) 273 SHARES 23,610 23,610
ALCOA CORPORATION CMN (AA) 545 SHARES 20,590 20,590
ALLIANZ SE ADR CMN (ALIZY) 1920 SHARES 58,829 58,829
ALPHABET INC. CMN CLASS A (GOOGL) 4116 SHARES 779,159 779,159
ALSTOM UNSPONSORED ADR CMN (ALSMY) 5220 SHARES 11,656 11,656
AMADEUS IT GROUP SA ADR CMN (AMADY) 784 SHARES 55,367 55,367
AMAZON.COM INC CMN (AMZN) 3999 SHARES 877,341 877,341
AMERICAN EXPRESS CO. CMN (AXP) 463 SHARES 137,414 137,414
AMERICAN TOWER CORPORATION CMN (AMT) 96 SHARES 17,763 17,763
AMERICAN WATER WORKS CO, INC. CMN (AWK) 1303 SHARES 162,210 162,210
AMGEN INC. CMN (AMGN) 169 SHARES 44,048 44,048
ANALOG DEVICES, INC. CMN (ADI) 36 SHARES 7,649 7,649
ANGLO AMERICAN PLC SPONSORED ADR CMN (NGLOY) 2680 SHARES 39,672 39,672
ANSYS, INC. CMN (ANSS) 35 SHARES 11,807 11,807
ANZ GROUP HOLDINGS LTD ADR CMN (ANZGY) 5595 SHARES 98,869 98,869
APPLE INC. CMN (AAPL) 6883 SHARES 1,723,641 1,723,641
APPLIED INDUSTRIAL TECHNOLOGY INC (AIT) 68 SHARES 16,284 16,284
APPLIED MATERIALS INC CMN (AMAT) 288 SHARES 46,837 46,837
ARCHER-DANIELS-MIDLAND COMPANY CMN (ADM) 866 SHARES 43,750 43,750
ARISTA NETWORKS, INC. CMN (ANET) 492 SHARES 54,381 54,381
ARKEMA FRANCE SPONSORED ADR CMN (ARKAY) 602 SHARES 45,849 45,849
ASCENDIS PHARMA A/S SPONSORED ADR CMN (ASND) 102 SHARES 14,042 14,042
ASICS CORP ADR CMN (ASCCY) 803 SHARES 15,891 15,891
ASML HOLDING N.V. ADR CMN (ASML) 273 SHARES 189,211 189,211
ASSURED GUARANTY LTD. CMN (AGO) 248 SHARES 22,322 22,322
ASTELLAS PHARMA INC. UNSPONSORED ADR CMN (ALPMY) 377 SHARES 3,681 3,681
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN (AZN) 1570 SHARES 102,866 102,866
AT&T INC. CMN (T) 1577 SHARES 35,908 35,908
ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A 4707 SHARES 71,932 71,932
AUTODESK, INC. CMN (ADSK) 156 SHARES 46,109 46,109
AVALONBAY COMMUNITIES INC CMN (AVB) 179 SHARES 39,679 39,679
AVERY DENNISON CORPORATION CMN (AVY) 28 SHARES 5,240 5,240
AVIVA PLC ADR CMN (AVVIY) 4522 SHARES 53,102 53,102
AXA-UAP AMERICAN DEPOSITARY SHARES (AXAHY) 88 SHARES 3,127 3,127
AXON ENTERPRISE INC CMN (AXON) 87 SHARES 51,706 51,706
AZEK COMPANY INC. (THE) CMN (AZEK) 392 SHARES 18,608 18,608
BANCO SANTANDER, S.A. SPON ADR (SAN) 15862 SHARES 72,331 72,331
BANK OF AMERICA CORP CMN (BAC) 4764 SHARES 209,378 209,378
BASF SE ADR SPONSORED ADR CMN USD0.7322 (BASFY) 624 SHARES 6,859 6,859
BEST BUY CO INC CMN (BBY) 577 SHARES 50,049 50,049
BLACKLINE, INC. CMN (BL) 122 SHARES 7,413 7,413
BLACKROCK FUNDING, INC. CMN (BLK) 53 SHARES 54,331 54,331
BLUEPRINT MEDICINES CORP CMN (BPMC) 122 SHARES 10,641 10,641
BOOKING HOLDINGS INC. CMN (BKNG) 8 SHARES 39,747 39,747
BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 179 SHARES 15,988 15,988
BP P.L.C. SPONSORED ADR CMN (BP) 218 SHARES 6,444 6,444
BRAMBLES LIMITED SPONSORED ADR CMN (BXBLY) 1021 SHARES 24,325 24,325
BRENNTAG SE ADR CMN (BNTGY) 370 SHARES 4,435 4,435
BRIDGESTONES CORP. ADR ADR CMN (BRDCY) 2508 SHARES 42,608 42,608
BRIGHT HORIZONS FAMILY SOL INC CMN (BFAM) 224 SHARES 24,830 24,830
BRISTOL-MYERS SQUIBB COMPANY CMN (BMY) 224 SHARES 12,669 12,669
BROADCOM INC. CMN (AVGO) 2450 SHARES 568,008 568,008
BUNGE GLOBAL SA CMN (BG) 216 SHARES 16,796 16,796
BURBERRY GROUP PLC SPONSORED ADR CMN (BURBY) 2872 SHARES 35,251 35,251
BURLINGTON STORES INC CMN (BURL) 54 SHARES 15,393 15,393
CABLE ONE INC. CMN (CABO) 34 SHARES 12,312 12,312
CADENCE DESIGN SYSTEMS INC CMN (CDNS) 105 SHARES 31,548 31,548
CAIXABANK, S.A. ADR CMN (CAIXY) 153 SHARES 276 276
CAP GEMINI ADR CMN (CGEMY) 1465 SHARES 47,983 47,983
CARDINAL HEALTH, INC. CMN (CAH) 316 SHARES 37,373 37,373
CARRIER GLOBAL CORPORATION CMN (CARR) 1384 SHARES 94,783 94,783
CATERPILLAR INC (DELAWARE) CMN (CAT) 267 SHARES 96,857 96,857
CBRE GROUP, INC. CMN CLASS A (CBRE) 875 SHARES 114,879 114,879
CELLNEX TELECOM SA ADR CMN (CLLNY) 1162 SHARES 18,356 18,356
CF INDUSTRIES HOLDINGS, INC. CMN (CF) 128 SHARES 10,921 10,921
CHAMPIONX CORPORATION CMN (CHX) 411 SHARES 11,175 11,175
CHARLES RIVER LABORATORIES INT CMN (CRL) 36 SHARES 6,646 6,646
CHARLES SCHWAB CORPORATION CMN (SCHW) 111 SHARES 8,215 8,215
CHENIERE ENERGY, INC. CMN (LNG) 77 SHARES 16,545 16,545
CHEVRON CORPORATION CMN (CVX) 1351 SHARES 195,679 195,679
CHIPOTLE MEXICAN GRILL, INC. CMN (CMG) 194 SHARES 11,698 11,698
CHUGAI PHARMACEUTICAL CO., LTD UNSPONSORED ADR 694 SHARES 15,453 15,453
CIGNA GROUP/THE CMN (CI) 378 SHARES 104,381 104,381
CINTAS CORPORATION CMN (CTAS) 123 SHARES 22,472 22,472
CISCO SYSTEMS, INC. CMN (CSCO) 2488 SHARES 147,290 147,290
CITIGROUP INC. CMN (C) 1353 SHARES 95,238 95,238
CLOROX CO (THE) (DELAWARE) CMN (CLX) 379 SHARES 61,553 61,553
COCA-COLA COMPANY (THE) CMN (KO) 4425 SHARES 275,501 275,501
COCA-COLA EUROPEAN PARTNERS PL CMN (CCEP) 866 SHARES 66,517 66,517
COCA-COLA HBC AG ADR CMN (CCHGY) 1127 SHARES 38,560 38,560
COCHLEAR LIMITED UNSPONSORED ADR CMN (CHEOY) 148 SHARES 13,282 13,282
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) 352 SHARES 27,069 27,069
COLGATE-PALMOLIVE CO CMN (CL) 1740 SHARES 158,183 158,183
COMMONWEALTH BANK OF AUSTRALIA SPONSORED ADR 2336 SHARES 221,651 221,651
COMPAGNIE DE SAINT-GOBAIN UNSPONSORED ADR CMN 7505 SHARES 133,199 133,199
COMPAGNIE GENERALE DES ETABLIS UNSPONSORED ADR 3671 SHARES 60,439 60,439
COMPASS GROUP PLC SPONSORED ADR CMN (CMPGY) 2912 SHARES 97,083 97,083
CONOCOPHILLIPS CMN (COP) 1151 SHARES 114,145 114,145
CONSOLIDATED EDISON INC CMN (ED) 260 SHARES 23,200 23,200
COSTCO WHOLESALE CORPORATION CMN (COST) 71 SHARES 65,055 65,055
CTS CORPORATION CMN (CTS) 272 SHARES 14,353 14,353
CUMMINS INC COMMON STOCK (CMI) 72 SHARES 25,099 25,099
CURBLINE PROPERTIES CORP. CMN (CURB) 398 SHARES 9,341 9,341
CYTOKINETICS, INC. CMN (CYTK) 198 SHARES 9,314 9,314
DAI NIPPON PRINTING LTD SPONSORED ADR CMN (DNPLY) 4432 SHARES 31,294 31,294
DAIFUKU CO., LTD. ADR CMN (DFKCY) 624 SHARES 6,551 6,551
DAIICHI SANKYO CO LTD SPONSORED ADR CMN (DSNKY) 1217 SHARES 33,701 33,701
DAIKIN INDUSTRIES, LTD. UNSPONSORED ADR CMN (DKILY) 1970 SHARES 23,390 23,390
DANAHER CORPORATION CMN (DHR) 713 SHARES 163,862 163,862
DANONE SPONSORED ADR CMN (DANOY) 6795 SHARES 91,637 91,637
DARDEN RESTAURANTS, INC. CMN (DRI) 88 SHARES 16,429 16,429
DARLING INGREDIENTS INC CMN (DAR) 806 SHARES 27,154 27,154
DASSAULT SYSTEMES SPONSORED ADR CMN (DASTY) 240 SHARES 8,325 8,325
DECKERS OUTDOORS CORP CMN (DECK) 354 SHARES 71,894 71,894
DEERE & COMPANY CMN (DE) 54 SHARES 22,967 22,967
DELL TECHNOLOGIES INC. CMN (DELL) 174 SHARES 20,052 20,052
DELTA AIR LINES, INC. CMN (DAL) 225 SHARES 13,613 13,613
DEUTSCHE POST AG SPONSORED ADR CMN (DHLGY) 784 SHARES 27,586 27,586
DEUTSCHE TKM ADR SPONSORED ADR CMN (DTEGY) 4913 SHARES 146,977 146,977
DEVON ENERGY CORPORATION (NEW) CMN (DVN) 166 SHARES 5,433 5,433
DIGITAL REALTY TRUST, INC. CMN (DLR) 152 SHARES 27,140 27,140
DIGITALBRIDGE GROUP, INC. CMN (DBRG) 783 SHARES 8,840 8,840
DNB BANK ASA SPONSORED ADR CMN (DNBBY) 2346 SHARES 46,868 46,868
DR. ING. H.C. F. PORSCHE AKTIE ADR CMN (DRPRY) 1500 SHARES 9,074 9,074
DSM-FIRMENICH AG ADR CMN (DSFIY) 2070 SHARES 21,073 21,073
DUPONT DE NEMOURS INC CMN (DD) 572 SHARES 43,615 43,615
DYNATRACE HOLDINGS LLC CMN (DT) 203 SHARES 11,033 11,033
E.L.F. BEAUTY, INC. CMN (ELF) 99 SHARES 12,429 12,429
EASTERN BANKSHARES INC CMN (EBC) 1244 SHARES 21,459 21,459
EASTGROUP PROPERTIES INC CMN (EGP) 89 SHARES 14,408 14,408
EATON CORP PLC CMN (ETN) 301 SHARES 99,893 99,893
EBAY INC. CMN (EBAY) 860 SHARES 53,277 53,277
ECOLAB INC. CMN (ECL) 793 SHARES 186,331 186,331
EISAI CO., LTD. ADR CMN (ESAIY) 5132 SHARES 35,339 35,339
ELEVANCE HEALTH INC CMN (ELV) 132 SHARES 48,695 48,695
ELI LILLY & CO CMN (LLY) 436 SHARES 336,592 336,592
EMBECTA CORP. CMN (EMBC) 1 SHARES 21 21
ENCOMPASS HEALTH CORPORATION CMN (EHC) 208 SHARES 19,209 19,209
ENPRO INC CMN (NPO) 124 SHARES 21,384 21,384
ENTEGRIS, INC. CMN (ENTG) 91 SHARES 9,014 9,014
EOG RESOURCES INC CMN (EOG) 78 SHARES 9,561 9,561
EQUINIX, INC. REIT (EQIX) 13 SHARES 12,258 12,258
EQUINOR ASA SPONSORED ADR CMN (EQNR) 1681 SHARES 39,823 39,823
ESSENTIAL PROPERTIES REALTY TRUST, INC. CMN (EPRT) 502 SHARES 15,851 15,851
EVERSOURCE ENERGY CMN (ES) 972 SHARES 55,822 55,822
EXELON CORPORATION CMN (EXC) 2514 SHARES 94,627 94,627
EXXON MOBIL CORPORATION CMN (XOM) 1791 SHARES 192,658 192,658
FAST RETAILING CO LTD UNSPONSORED ADR CMN (FRCOY) 2480 SHARES 84,928 84,928
FERRARI N.V. CMN (RACE) 41 SHARES 17,418 17,418
FIFTH THIRD BANCORP CMN (FITB) 264 SHARES 11,260 11,260
FIRST WATCH RESTAURANT GROUP, CMN (FWRG) 579 SHARES 10,775 10,775
FIRSTENERGY CORP. CMN (FE) 661 SHARES 26,295 26,295
FMC CORPORATION CMN (FMC) 527 SHARES 25,923 25,923
FORD MOTOR COMPANY CMN (F) 598 SHARES 5,920 5,920
FORTESCUE METALS GROUP LTD SPONSORED ADR CMN 1659 SHARES 37,492 37,492
FORTINET, INC. CMN (FTNT) 159 SHARES 15,022 15,022
FREEPORT-MCMORAN INC CMN (FCX) 1056 SHARES 40,212 40,212
FRESENIUS SE & CO. KGAA SPONSORED ADR CMN (FSNUY) 596 SHARES 5,175 5,175
FUJIFILM HOLDINGS CORPORATION ADR CMN (FUJIY) 6544 SHARES 68,895 68,895
FUJITSU LTD ADR (5 COM) ADR CMN (FJTSY) 3952 SHARES 70,397 70,397
GALP ENERGIA, SGPS S.A. UNSPONSORED ADR CMN (GLPEY) 2214 SHARES 18,283 18,283
GEN DIGITAL INC CMN (GEN) 1425 SHARES 39,017 39,017
GENERAL MOTORS COMPANY CMN (GM) 668 SHARES 35,584 35,584
GENUINE PARTS CO. CMN (GPC) 0 SHARES 56 56
GILEAD SCIENCES CMN (GILD) 703 SHARES 64,936 64,936
GIVAUDAN SA ADR CMN (GVDNY) 450 SHARES 39,387 39,387
GRIFOLS S A ADR CMN (GRFS) 622 SHARES 4,628 4,628
GSK PLC ADR CMN (GSK) 533 SHARES 18,229 18,229
GUARDIAN PHARMACY SERVICES INC CMN (GRDN) 575 SHARES 11,650 11,650
H.B. FULLER COMPANY CMN (FUL) 220 SHARES 14,846 14,846
HAEMONETICS CORPORATION CMN (HAE) 33 SHARES 2,577 2,577
HANG SENG BANK LTD SPON ADR SPONSORED ADR CMN 672 SHARES 8,266 8,266
HARTFORD FINANCIAL SRVCS GROUP CMN (HIG) 2496 SHARES 274,360 274,360
HASBRO, INC. CMN (HAS) 465 SHARES 25,998 25,998
HEALTHEQUITY, INC. CMN (HQY) 236 SHARES 22,644 22,644
HEIDELBERG MATERIALS AG SPONSORED CMN (HDLMY) 1630 SHARES 40,272 40,272
HENKEL AG AND CO. KGAA SPONSORED ADR REPSTG 172 SHARES 3,313 3,313
HERMES INTERNATIONAL UNSPONSORED ADR CMN (HESAY) 230 SHARES 55,302 55,302
HESS CORPORATION CMN (HES) 32 SHARES 4,256 4,256
HEWLETT PACKARD ENTERPRISE CO CMN (HPE) 649 SHARES 13,941 13,941
HILTON WORLDWIDE HOLDINGS INC. CMN (HLT) 973 SHARES 240,487 240,487
HOLCIM LTD SPONSORED ADR CMN (HCMLY) 1760 SHARES 33,931 33,931
HORACE MANN EDUCATORS CORP CMN (HMN) 405 SHARES 15,888 15,888
HORMEL FOODS CORPORATION CMN (HRL) 344 SHARES 10,791 10,791
HOWMET AEROSPACE INC. CMN (HWM) 399 SHARES 43,639 43,639
HOYA CORP SPONSORED ADR CMN (HOCPY) 143 SHARES 18,030 18,030
HP INC. CMN (HPQ) 1433 SHARES 47,174 47,174
HSBC HOLDINGS PLC SPONSORED ADR CMN (HSBC) 2346 SHARES 116,033 116,033
HUSQVARNA AB SPONSORED ADR CMN (HSQVY) 1635 SHARES 17,087 17,087
ILLINOIS TOOL WORKS CMN (ITW) 158 SHARES 40,299 40,299
INARI MEDICAL INC CMN (NARI) 256 SHARES 13,069 13,069
INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 709 SHARES 23,053 23,053
INFINERA CORPORATION CMN (INFN) 2142 SHARES 14,073 14,073
ING GROEP N.V. SPONS ADR SPONSORED ADR CMN (ING) 1878 SHARES 29,428 29,428
INGERSOLL RAND INC CMN (IR) 376 SHARES 34,013 34,013
INGEVITY CORPORATION CMN (NGVT) 412 SHARES 16,789 16,789
INSMED INC CMN (INSM) 133 SHARES 9,182 9,182
INSULET CORPORATION CMN (PODD) 37 SHARES 9,660 9,660
INTEL CORPORATION CMN (INTC) 1491 SHARES 29,895 29,895
INTERPUBLIC GROUP COS CMN (IPG) 381 SHARES 10,676 10,676
INTESA SANPAOLO SPA SPONSORED ADR CMN (ISNPY) 1 SHARES 24 24
INTL BUSINESS MACHINES CORP CMN (IBM) 172 SHARES 37,811 37,811
INTL.FLAVORS & FRAGRANCE CMN (IFF) 620 SHARES 52,669 52,669
INTUIT INC CMN (INTU) 194 SHARES 121,929 121,929
INTUITIVE SURGICAL, INC. CMN (ISRG) 95 SHARES 49,586 49,586
IRON MOUNTAIN INCORPORATED CMN (IRM) 498 SHARES 52,701 52,701
IVECO GROUP N.V. CMN (*IVGIM) 707 SHARES 6,837 6,837
JOHNSON & JOHNSON CMN (JNJ) 2544 SHARES 367,913 367,913
JOHNSON CONTROLS INTERNATIONAL CMN (JCI) 558 SHARES 44,198 44,198
JPMORGAN CHASE & CO CMN (JPM) 1284 SHARES 307,788 307,788
JUNIPER NETWORKS, INC. CMN (JNPR) 657 SHARES 24,605 24,605
KADANT INCORPORATED CMN (KAI) 60 SHARES 20,699 20,699
KAO CORPORATION ADR CMN (KAOOY) 4075 SHARES 33,126 33,126
KBC GROUP NV UNSPONSORED ADR CMN (KBCSY) 1228 SHARES 47,392 47,392
KERING ADR CMN (PPRUY) 730 SHARES 18,010 18,010
KEYSIGHT TECHNOLOGIES, INC. CMN (KEYS) 304 SHARES 48,832 48,832
KIMBERLY-CLARK CORPORATION CMN (KMB) 612 SHARES 80,943 80,943
KINDERCARE LEARNING COMPANIES CMN (KLC) 618 SHARES 11,000 11,000
KINGFISHER PLC SPONSORED ADR CMN (KGFHY) 706 SHARES 4,398 4,398
KLA CORP CMN (KLAC) 17 SHARES 10,712 10,712
KOMATSU LTD ADR (NEW) SPONSORED GDS CMN (KMTUY) 1581 SHARES 43,761 43,761
KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN (ADRNY) 2371 SHARES 77,314 77,314
KONINKLIJKE PHILIPS N.V. ADR CMN (PHG) 1515 SHARES 38,360 38,360
KROGER COMPANY CMN (KR) 1283 SHARES 78,455 78,455
KYOCERA CORP ADR SPONSORED ADR CMN (KYOCY) 365 SHARES 3,659 3,659
LAM RESEARCH CORPORATION CMN (LRCX) 1027 SHARES 74,471 74,471
LEGAL & GENERAL GROUP PLC SPONSORED ADR (LGGNY) 3673 SHARES 52,854 52,854
LEGRAND SA ADR CMN (LGRDY) 1050 SHARES 20,450 20,450
LIFESTANCE HEALTH GROUP, INC. CMN (LFST) 946 SHARES 6,972 6,972
LINCOLN NATL.CORP.INC. CMN (LNC) 491 SHARES 15,570 15,570
LINDE PLC CMN (LIN) 333 SHARES 139,417 139,417
LITTELFUSE, INC. CMN (LFUS) 58 SHARES 13,668 13,668
LIXIL GROUP CORPORATION ADR CMN (JSGRY) 193 SHARES 4,238 4,238
LLOYDS BANKING GROUP PLC SPONSORED ADR CMN (LYG) 4675 SHARES 12,716 12,716
LONDON STOCK EXCHANGE GROUP PL ADR CMN (LNSTY) 752 SHARES 26,570 26,570
LOREAL CO (ADR) ADR CMN (LRLCY) 1435 SHARES 101,594 101,594
LOWES COMPANIES INC CMN (LOW) 171 SHARES 42,203 42,203
LPL FINANCIAL HOLDINGS INC. CMN (LPLA) 49 SHARES 15,999 15,999
MARATHON PETROLEUM CORPORATION CMN (MPC) 447 SHARES 62,357 62,357
MARRIOTT INTERNATIONAL, INC CMN CLASS A (MAR) 591 SHARES 164,854 164,854
MASTERCARD INCORPORATED CMN CLASS A (MA) 568 SHARES 299,092 299,092
MAZDA MOTOR CORPORATION UNSPONSORED ADR CMN 1158 SHARES 3,992 3,992
MCKESSON CORPORATION CMN (MCK) 121 SHARES 69,045 69,045
MEDTRONIC PUBLIC LIMITED COMPA CMN (MDT) 1327 SHARES 106,697 106,697
MERCK & CO., INC. CMN (MRK) 1561 SHARES 156,553 156,553
MERCK KGAA SPONSORED ADR CMN (MKKGY) 555 SHARES 16,080 16,080
META PLATFORMS INC-CLASS A CMN CLASS A (META) 1019 SHARES 596,635 596,635
METLIFE, INC. CMN (MET) 901 SHARES 73,774 73,774
MGIC INVESTMENT CORP COMMON STOCK (MTG) 703 SHARES 16,668 16,668
MICRON TECHNOLOGY, INC. CMN (MU) 630 SHARES 53,093 53,093
MICROSOFT CORPORATION CMN (MSFT) 3594 SHARES 1,514,871 1,514,871
MITSUBISHI ESTATE LTD ADR ADR CMN (MITEY) 3168 SHARES 44,358 44,358
MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN 1250 SHARES 14,650 14,650
MIZUHO FINANCIAL GROUP, INC. SPONSORED ADR CMN 15320 SHARES 74,915 74,915
MONDELEZ INTERNATIONAL, INC. CMN (MDLZ) 1840 SHARES 110,768 110,768
MOODY'S CORPORATION CMN (MCO) 469 SHARES 222,011 222,011
MORGAN STANLEY CMN (MS) 106 SHARES 13,326 13,326
MOTOROLA SOLUTIONS INC CMN (MSI) 72 SHARES 33,359 33,359
MUENCHENER RUECKVERSICHERUNGS- UNSPONSORED ADR 2450 SHARES 24,716 24,716
NASDAQ INC. CMN (NDAQ) 785 SHARES 60,688 60,688
NATIONAL AUSTRALIA BANK LIMITE SPONSORED ADR (NEW) 382 SHARES 4,387 4,387
NATIONAL GRID PLC SPONSORED ADR CMN (NGG) 780 SHARES 47,135 47,135
NCR ATLEOS CORP CMN (NATL) 674 SHARES 22,862 22,862
NCR VOYIX CORP CMN (VYX) 856 SHARES 11,847 11,847
NEOGENOMICS, INC. CMN (NEO) 1132 SHARES 18,655 18,655
NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) 531 SHARES 43,874 43,874
NETAPP, INC. CMN (NTAP) 109 SHARES 12,653 12,653
NETFLIX, INC. CMN (NFLX) 168 SHARES 149,742 149,742
NEUROCRINE BIOSCIENCES, INC. CMN (NBIX) 98 SHARES 13,377 13,377
NEW BIOHAVEN CMN (BHVN) 162 SHARES 6,051 6,051
NEWMONT CORP CMN (NEM) 1128 SHARES 41,984 41,984
NEXSTAR MEDIA GROUP INC CMN (NXST) 71 SHARES 11,216 11,216
NIDEC CORPORATION SPONSORED ADR (NJDCY) 776 SHARES 3,525 3,525
NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 625 SHARES 15,709 15,709
NIPPON YUSEN KABUSHIKI KAISHA ADR CMN (NPNYY) 4005 SHARES 26,874 26,874
NISSAN MOTOR CO LTD SPONSORED ADR (NSANY) 1005 SHARES 6,110 6,110
NOKIA CORPORATION SPONSORED ADR CMN (NOK) 13182 SHARES 58,396 58,396
NOMAD FOODS LTD CMN (NOMD) 1111 SHARES 18,643 18,643
NOMURA HOLDINGS, INC. SPONSORED ADR CMN (NMR) 4103 SHARES 23,756 23,756
NOMURA RESEARCH INSTITUTE, LTD ADR CMN (NRILY) 1011 SHARES 29,971 29,971
NORFOLK SOUTHERN CORP CMN (NSC) 213 SHARES 49,991 49,991
NORSK HYDRO ASA SPONSORED ADR CMN (NHYDY) 12060 SHARES 66,414 66,414
NOVARTIS AG-ADR SPONSORED ADR CMN (NVS) 1547 SHARES 150,539 150,539
NOVO-NORDISK A/S ADR ADR CMN (NVO) 1493 SHARES 128,428 128,428
NVENT ELECTRIC PUBLIC LIMITED COMPANY (NVT) 204 SHARES 13,905 13,905
NVIDIA CORPORATION CMN (NVDA) 11717 SHARES 1,573,502 1,573,502
NXP SEMICONDUCTORS N.V. CMN (NXPI) 148 SHARES 30,964 30,964
OCCIDENTAL PETROLEUM CORP CMN (OXY) 321 SHARES 15,983 15,983
OLD NATIONAL BANCORP CMN (ONB) 883 SHARES 19,166 19,166
OLYMPUS CORPORATION ADR CMN (OLYMY) 86 SHARES 1,297 1,297
OMNICOM GROUP CMN (OMC) 1573 SHARES 136,442 136,442
OMRON CORP. SPONSORED ADR CMN (OMRNY) 348 SHARES 11,853 11,853
OMV AG SPON ADR SPONSORED ADR CMN (OMVKY) 1216 SHARES 11,754 11,754
ON SEMICONDUCTOR CORPORATION CMN (ON) 181 SHARES 11,412 11,412
ONO PHARMACEUTICAL CO.,LTD UNSPONSORED ADR CMN 123 SHARES 426 426
ONTO INNOVATION INC. CMN (ONTO) 95 SHARES 15,834 15,834
ORACLE CORPORATION CMN (ORCL) 168 SHARES 27,996 27,996
ORANGE ADR (ORANY) 105 SHARES 1,047 1,047
ORKLA A.S.'A' SHS SPON ADR SPONSORED ADR CMN CLASS 3390 SHARES 29,357 29,357
ORSTED A/S ADR CMN (DNNGY) 963 SHARES 14,451 14,451
ORTHOPEDIATRICS CORP CMN (KIDS) 299 SHARES 6,931 6,931
OSI SYSTEMS, INC. CMN (OSIS) 74 SHARES 12,390 12,390
OTSUKA HOLDINGS CO., LTD. ADR CMN (OTSKY) 122 SHARES 3,338 3,338
OVINTIV INC. CMN (OVV) 811 SHARES 32,846 32,846
OWENS CORNING CMN (OC) 576 SHARES 98,104 98,104
PACIFIC PREMIER BANCORP, INC CMN (PPBI) 541 SHARES 13,482 13,482
PALO ALTO NETWORKS INC. CMN (PANW) 142 SHARES 25,838 25,838
PANASONIC HOLDINGS CORPORATION ADR CMN (PCRHY) 3154 SHARES 32,972 32,972
PANDORA A/S SPONSORED ADR CMN (PANDY) 112 SHARES 5,121 5,121
PAYPAL HOLDINGS, INC. CMN (PYPL) 316 SHARES 26,971 26,971
PEARSON PLC SPON ADR SPONSORED ADR CMN (PSO) 2295 SHARES 36,995 36,995
PEPSICO, INC. CMN (PEP) 720 SHARES 110,979 110,979
PFIZER INC. CMN (PFE) 806 SHARES 21,383 21,383
PHREESIA INC CMN (PHR) 856 SHARES 21,537 21,537
PNC FINANCIAL SERVICES GROUP, CMN (PNC) 233 SHARES 44,934 44,934
PORTLAND GENERAL ELECTRIC CO CMN (POR) 228 SHARES 10,059 10,059
POWER INTEGRATIONS, INC. CMN (POWI) 169 SHARES 10,427 10,427
PROLOGIS INC CMN (PLD) 357 SHARES 37,735 37,735
PROSPERITY BANCSHARES, INC. CMN (PB) 138 SHARES 10,480 10,480
PROSUS NV SPONSORED ADR CMN (PROSY) 6373 SHARES 50,614 50,614
PRUDENTIAL FINANCIAL INC CMN (PRU) 1543 SHARES 182,892 182,892
PRYSMIAN S.P.A. UNSPONSORED ADR CMN (PRYMY) 694 SHARES 22,155 22,155
PUBLICIS GROUPE SA SPONSORED ADR CMN (PUBGY) 4188 SHARES 111,669 111,669
QUALCOMM INC CMN (QCOM) 537 SHARES 82,494 82,494
RECRUIT HOLDINGS CO., LTD. ADR (RCRUY) 3580 SHARES 50,775 50,775
REGENCY CENTERS CORPORATION CMN (REG) 492 SHARES 36,720 36,720
REGENERON PHARMACEUTICAL INC CMN (REGN) 10 SHARES 7,123 7,123
REINSURANCE GROUP AMER INC CMN (RGA) 38 SHARES 8,118 8,118
RELX PLC SPONSORED ADR CMN (RELX) 1630 SHARES 74,035 74,035
RENESAS ELECTRONICS CORPORATIO ADR CMN (RNECY) 5060 SHARES 32,946 32,946
REPUBLIC SERVICES INC CMN (RSG) 137 SHARES 27,562 27,562
RESMED INC. CMN (RMD) 96 SHARES 21,954 21,954
ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184 2336 SHARES 82,323 82,323
S&P GLOBAL INC. CMN (SPGI) 533 SHARES 265,450 265,450
SALESFORCE INC CMN (CRM) 681 SHARES 227,951 227,951
SANOFI SPONSORED ADR CMN (SNY) 1326 SHARES 63,953 63,953
SAP SE (SPON ADR) (SAP) 746 SHARES 183,673 183,673
SCHLUMBERGER LTD CMN (SLB) 1003 SHARES 38,731 38,731
SEAGATE TECHNOLOGY HOLDIN PLC CMN (STX) 191 SHARES 16,623 16,623
SEKISUI HOUSE, LTD. SPONSORED ADR CMN (SKHSY) 3172 SHARES 76,334 76,334
SENSATA TECHNOLOGIES HOLDING P CMN (ST) 405 SHARES 11,097 11,097
SERVICENOW INC CMN (NOW) 82 SHARES 86,930 86,930
SEVEN & I HOLDINGS CO., LTD. UNSPONSORED ADR CMN 2651 SHARES 41,952 41,952
SEVERN TRENT PLC SPONSORED ADR CMN (STRNY) 1036 SHARES 33,128 33,128
SHELL PLC SPONSORED ADR CMN (SHEL) 437 SHARES 27,378 27,378
SHIN-ETSU CHEMICAL CO., LTD. UNSPONSORED ADR CMN 3870 SHARES 65,206 65,206
SHIONOGI & CO., LTD. UNSPONSORED ADR CMN (SGIOY) 1712 SHARES 12,087 12,087
SHISEIDO CO., LTD. SPONSORED ADR CMN (SSDOY) 456 SHARES 8,085 8,085
SI-BONE, INC. CMN (SIBN) 429 SHARES 6,015 6,015
SIEMENS HEALTHINEERS AG ADR CMN (SMMNY) 422 SHARES 11,187 11,187
SITEONE LANDSCAPE SUPPLY, INC. CMN (SITE) 82 SHARES 10,805 10,805
SITIME CORP CMN (SITM) 50 SHARES 10,727 10,727
SOCIETE GENERALE S.A. (ADR) SPONSORED ADR CMN (SCGLY) 5005 SHARES 28,153 28,153
SODEXO SPONSORED ADR CMN (SDXAY) 725 SHARES 12,225 12,225
SOFTBANK GRP CORP UNSPONSORED ADR CMN (SFTBY) 134 SHARES 3,916 3,916
SOMPO HOLDINGS, INC. ADR CMN (SMPNY) 4744 SHARES 62,170 62,170
SONY GROUP CORPORATION SPONSORED ADR CMN (SONY) 5905 SHARES 124,950 124,950
SOUTH32 LIMITED SPONSORED ADR CMN (SOUHY) 4449 SHARES 46,830 46,830
SOUTHWEST AIRLINES CO CMN (LUV) 978 SHARES 33,056 33,056
SPX TECHNOLOGIES INC CMN (SPXC) 150 SHARES 21,828 21,828
SSE PLC SPONSORED ADR CMN (SSEZY) 1662 SHARES 33,386 33,386
STANDARD CHARTERED PLC ADR CMN (SCBFY) 2094 SHARES 51,852 51,852
STANDARDAERO INC CMN (SARO) 511 SHARES 12,652 12,652
STARBUCKS CORP. CMN (SBUX) 1343 SHARES 122,549 122,549
STATE STREET CORPORATION (NEW) CMN (STT) 1333 SHARES 130,834 130,834
STELLANTIS NV CMN (STLA) 252 SHARES 3,289 3,289
STMICROELECTRONICS NV ADR CMN (STM) 1481 SHARES 36,981 36,981
SUMITOMO METAL MINING CO LTD ADR CMN (SMMYY) 972 SHARES 5,586 5,586
SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN 4090 SHARES 59,264 59,264
SUMITOMO MITSUI TRUST HOLDINGS SPONSORED ADR CMN 9210 SHARES 43,269 43,269
SUNRUN INC. CMN (RUN) 661 SHARES 6,114 6,114
SWEDBANK A B ADR CMN (SWDBY) 1466 SHARES 28,964 28,964
SWIRE PACIFIC LTD SPON ADR SPONSORED ADR CMN CLASS 695 SHARES 6,303 6,303
SWISS RE LTD SPONSORED ADR CMN (SSREY) 3532 SHARES 127,834 127,834
SYSMEX CORPORATION ADR CMN (SSMXY) 313 SHARES 5,809 5,809
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN 2568 SHARES 34,000 34,000
TALEN ENERGY CORPORATION CMN (TLN) 136 SHARES 27,400 27,400
TARGET CORPORATION CMN (TGT) 415 SHARES 56,100 56,100
TAYLOR MORRISON HOME CORP. CMN (TMHC) 265 SHARES 16,221 16,221
TAYLOR WIMPEY PLC ADR CMN (TWODY) 2812 SHARES 43,001 43,001
TDK CORPORATION (ADR) ADR (TTDKY) 295 SHARES 3,890 3,890
TELECOM ITALIA SPA SPONSORED ADR CMN (TIIAY) 2030 SHARES 5,124 5,124
TELEFONICA S.A. ADR SPONSORED ADR CMN (TEF) 9609 SHARES 39,694 39,694
TELSTRA GROUP LTD SPONSORED ADR CMN (TLGPY) 990 SHARES 12,290 12,290
TENNANT CO CMN (TNC) 187 SHARES 15,246 15,246
TERNA RETE ELETTRICA NAZIONALE ADR CMN (TEZNY) 1240 SHARES 29,353 29,353
TERUMO CORPORATION ADR CMN (TRUMY) 857 SHARES 16,697 16,697
TESCO PLC SPONSORED ADR CMN (TSCDY) 1 SHARES 14 14
TESLA, INC. CMN (TSLA) 1003 SHARES 405,052 405,052
TETRA TECH INC (NEW) CMN (TTEK) 240 SHARES 9,562 9,562
TEXAS INSTRUMENTS INC. CMN (TXN) 145 SHARES 27,189 27,189
THE BANCORP INC CMN (TBBK) 584 SHARES 30,736 30,736
THE BANK OF NY MELLON CORP CMN (BK) 2049 SHARES 157,425 157,425
THE HERSHEY COMPANY CMN (HSY) 295 SHARES 49,958 49,958
THE HOME DEPOT, INC. CMN (HD) 241 SHARES 93,747 93,747
THE PROGRESSIVE CORPORATION CMN (PGR) 185 SHARES 44,328 44,328
THERMO FISHER SCIENTIFIC INC CMN (TMO) 95 SHARES 49,459 49,459
TJX COMPANIES INC (NEW) CMN (TJX) 938 SHARES 113,320 113,320
T-MOBILE US, INC. CMN (TMUS) 139 SHARES 30,681 30,681
TOKIO MARINE HOLDINGS, INC. ADR CMN (TKOMY) 520 SHARES 18,952 18,952
TOKYO ELECTRON LIMITED UNSPONSORED ADR CMN (TOELY) 822 SHARES 63,248 63,248
TOPBUILD CORP. CMN (BLD) 42 SHARES 13,076 13,076
TOTALENERGIES SE SPONSORED ADR CMN (TTE) 1510 SHARES 83,221 83,221
TOYOTA MOTOR CORPORATION SPON ADR (TM) 467 SHARES 90,883 90,883
TRACTOR SUPPLY COMPANY CMN (TSCO) 245 SHARES 13,000 13,000
TRUIST FINANCIAL CORPORATION CMN (TFC) 338 SHARES 14,662 14,662
U.S. BANCORP CMN (USB) 250 SHARES 12,083 12,083
UBER TECHNOLOGIES, INC. CMN (UBER) 1006 SHARES 60,682 60,682
UBS GROUP AG CMN (UBS) 3124 SHARES 94,720 94,720
UNICREDIT, SOCIETA PER AZIONI ADR (UNCRY) 2402 SHARES 47,910 47,910
UNILEVER PLC (NEW) SPONSORED ADR CMN (UL) 1538 SHARES 87,205 87,205
UNION PACIFIC CORP. CMN (UNP) 738 SHARES 168,294 168,294
UNITED RENTALS, INC. CMN (URI) 88 SHARES 61,991 61,991
UNITEDHEALTH GROUP INCORPORATE CMN (UNH) 303 SHARES 153,276 153,276
VALMONT INDUSTRIES INC CMN (VMI) 75 SHARES 23,045 23,045
VAXCYTE INC CMN (PCVX) 117 SHARES 9,578 9,578
VENTAS, INC. CMN (VTR) 1207 SHARES 71,623 71,623
VEOLIA ENVIRONNEMENT SPONSORED ADR CMN (VEOEY) 214 SHARES 3,004 3,004
VERISK ANALYTICS, INC. CMN (VRSK) 743 SHARES 204,644 204,644
VERIZON COMMUNICATIONS, INC. CMN (VZ) 2181 SHARES 87,218 87,218
VERTEX PHARMACEUTICALS INCORPO CMN (VRTX) 120 SHARES 48,324 48,324
VESTAS WIND SYSTEMS A/S ADR CMN (VWDRY) 2874 SHARES 13,048 13,048
VF CORP CMN (VFC) 639 SHARES 13,713 13,713
VISA INC. CMN CLASS A (V) 1030 SHARES 325,521 325,521
VODAFONE GROUP PLC ADR CMN (VOD) 2027 SHARES 17,665 17,665
VOLVO AB ADR CMN (VLVLY) 1449 SHARES 35,224 35,224
VONOVIA SE ADR CMN (VONOY) 1264 SHARES 19,188 19,188
W.W. GRAINGER INC CMN (GWW) 81 SHARES 85,378 85,378
WALMART INC CMN (WMT) 613 SHARES 55,512 55,512
WASTE MANAGEMENT INC CMN (WM) 591 SHARES 119,258 119,258
WELLS FARGO & COMPANY CMN (WFC) 710 SHARES 49,870 49,870
WELLTOWER, INC. CMN (WELL) 87 SHARES 10,965 10,965
WESTERN DIGITAL CORPORATION CMN (WDC) 268 SHARES 15,981 15,981
WEX INC. CMN (WEX) 51 SHARES 8,941 8,941
WEYERHAEUSER COMPANY CMN (WY) 2530 SHARES 71,220 71,220
WILEY JOHN & SONS CL-A CMN CLASS A (WLY) 368 SHARES 16,215 16,215
WILLIAMS-SONOMA, INC. CMN (WSM) 136 SHARES 25,184 25,184
WILMAR INTERNATIONAL LIMITED UNSPONSORED ADR CMN 2075 SHARES 47,152 47,152
WOLTERS KLUWER N.V. SPONSORED ADR CMN (WTKWY) 27 SHARES 4,485 4,485
WOODSIDE PETROLEUM SPONS ADR (NEW) (WDS) 6999 SHARES 109,184 109,184
WORKIVA INC. CMN (WK) 142 SHARES 15,549 15,549
WSFS FINANCIAL CORP CMN (WSFS) 257 SHARES 13,654 13,654
WYNDHAM HOTELS & RESORTS, INC. CMN (WH) 206 SHARES 20,763 20,763
XYLEM INC. CMN (XYL) 382 SHARES 44,320 44,320
YAMAHA CORPORATION SPONSORED ADR CMN (YAMCY) 1977 SHARES 14,209 14,209
YARA INTERNATIONAL ASA SPONSORED ADR CMN (YARIY) 2752 SHARES 36,445 36,445
YASKAWA ELECTRIC CORP ADR CMN (YASKY) 65 SHARES 3,364 3,364
YETI HOLDINGS INC CMN (YETI) 398 SHARES 15,327 15,327
YUM BRANDS, INC. CMN (YUM) 111 SHARES 14,892 14,892
ZALANDO SE ADR CMN (ZLNDY) 816 SHARES 13,684 13,684
ZURICH INS GROUP LTD SPONSORED ADR CMN (ZURVY) 3440 SHARES 102,261 102,261
ZURN ELKAY WATER SOLUTIONS COR CMN (ZWS) 396 SHARES 14,771 14,771

TY 2024 InvestmentsOtherSchedule2
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
APTITUDE PARTNERS LTD CLASS P SERIES 23 SHARES FMV 10,095,025 10,095,025
BLACK EQUITY OPPORTUNITIES OFFSHORE LP FMV 48,346 48,346
BOSTON TRUST WALDEN SMALL CAP FUND (BOSOX) 58787.138 SHARES FMV 1,059,344 1,059,344
CALVERT HIGH YIELD BOND FUND CLASS I SHARES 213574.823 SHARES FMV 5,211,226 5,211,226
E&F PRIVATE EQUITY MANAGERS (2022) OFFSHORE LP FMV 431,151 431,151
ISHARES S&P 500 INDEX FUND CLASS G (BSPGX) 32572.282 SHARES FMV 22,412,336 22,412,336
MULTI-MANAGER INTERNATIONAL EQUITY FUND P (MMITX) 543760.752 SHARES FMV 7,454,960 7,454,960
MULTI-MANAGER U.S. SMALL CAP EQUITY FUND 151415.107 SHARES FMV 2,003,222 2,003,222
NUVEEN CORE IMPACT BOND FUND R6 2194072.39 SHARES FMV 19,417,541 19,417,541
PRIVATE CREDIT MANAGERS (2023) OFFSHORE LP FMV 62,866 62,866
PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 1,724,626 1,724,626
PRIVATE CREDIT MANAGERS IV OFFSHORE LP FMV 722,185 722,185
PRIVATE EQUITY MANAGERS (2021) OFFSHORE SCSP FMV 996,859 996,859
RBC BLUEBAY HIGH YIELD BOND FUND 533592.145 SHARES FMV 5,229,203 5,229,203
RBC EMERGING MARKETS EQUITY FUND INSTITUTIONAL 156757.761 SHARES FMV 2,055,094 2,055,094
VINTAGE IX A OFFSHORE SCSP FMV 831,425 831,425
VINTAGE VIII OFFSHORE SCSP FMV 1,890,927 1,890,927

TY 2024 LegalFeesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 20,036 0   19,066


TY 2024 OtherAssetsSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 38,847 38,847 38,847
RIGHT OF USE ASSET - OPERATING LEASE 145,129 11,210 11,210
PREPAID FEDERAL EXCISE TAX   7,614 7,614


TY 2024 OtherDecreasesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Amount
DEFERRED EXCISE TAX EXPENSE 117,815


TY 2024 OtherExpensesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM DEVELOPMENT 142,116 0   144,016
LECTURES 41,040 0   41,040
PROGRAM MEETING EXPENSES 188,429 0   176,485
COMMUNICATIONS AND POSTAGE 4,164 50   3,483
INSURANCE 16,299 197   16,102
LO AWARD 34,302 0   39,180
BOARD/COMMITTEE EXPENSES 17,938 33   22,146
OTHER OFFICE EXPENSES 14,685 1,287   18,865
PARTNERSHIP EXPENSES 0 14,615   0


TY 2024 OtherIncomeSchedule2
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME FROM K-1 ACTIVITIES   836  
GRANT REFUNDS 5,299   5,299
RENTAL INCOME 105,015 105,015 105,015


TY 2024 OtherIncreasesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Amount
UNREALIZED GAIN ON INVESTMENTS 8,430,558


TY 2024 OtherLiabilitiesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX LIABILITY 259,122 376,937
FEDERAL EXCISE TAX LIABILITY 12,543 0
DEFERRED RENTAL INCOME 8,743 8,743
LEASE PAYABLE 153,051 11,819


TY 2024 OtherProfessionalFeesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 479,671 479,671   0
COMMUNICATION CONSULTANT 60,579 0   60,579
IT CONSULTANT 14,158 0   15,110
PEO CONSULTANT 17,261 0   17,261
OTHER CONSULTING 16,350 735   18,361


TY 2024 TaxesSchedule
Name:
THE GREENWALL FOUNDATION
EIN:
13-6082277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 59,843 0   0