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 EDUCATIONAL FOUNDATION OF AMERICA
C/O INTENTIONAL PHILANTHROPY
Number and street (or P.O. box number if mail is not delivered to street address)4801 HAMPDEN LANE 106
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208142948
A Employer identification number

13-3424750
B Telephone number (see instructions)

(301) 761-4433
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$251,241,022
J 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 504,701 504,701  
4 Dividends and interest from securities... 2,074,327 2,073,339  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 22,290,519
b Gross sales price for all assets on line 6a 44,908,581
7 Capital gain net income (from Part IV, line 2)... 22,290,519
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)....... -18,442 -64,394  
12 Total. Add lines 1 through 11........ 24,851,105 24,804,165  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 325,672 0   323,021
14 Other employee salaries and wages...... 734,264 0   728,032
15 Pension plans, employee benefits....... 298,856 0   296,572
16a Legal fees (attach schedule)......... 9,833 0   9,833
b Accounting fees (attach schedule)....... 39,906 0   39,906
c Other professional fees (attach schedule).... 1,405,519 1,004,065   396,234
17 Interest............... 10,947 10,630   0
18 Taxes (attach schedule) (see instructions)... 438,913 121,013   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 35,488 0   35,630
21 Travel, conferences, and meetings....... 457,355 0   472,672
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 937,479 815,915   103,729
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,694,232 1,951,623   2,405,629
25 Contributions, gifts, grants paid....... 9,299,000 11,159,000
26 Total expenses and disbursements. Add lines 24 and 25 13,993,232 1,951,623   13,564,629
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,857,873
b Net investment income (if negative, enter -0-) 22,852,542
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............. 2,011,962 2,382,557 2,382,557
2 Savings and temporary cash investments......... 7,275,909 10,137,800 10,137,800
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.......... 203,235 127,310 127,310
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 117,292,132 Click to see attachment
List of Attached Documents:
// Content
130,914,331
130,914,331
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).......... 102,691,565 Click to see attachment
List of Attached Documents:
// Content
101,891,776
101,891,776
14 Land, buildings, and equipment: basis right arrow18,061
Less: accumulated depreciation (attach schedule) right arrow18,061      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,638,955
Click to see attachment
List of Attached Documents:
// Content
5,787,248
Click to see attachment
List of Attached Documents:
// Content
5,787,248
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 231,113,758 251,241,022 251,241,022
Liabilities 17 Accounts payable and accrued expenses.......... 159,882 170,426
18 Grants payable................. 4,385,000 2,525,000
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
911,655
Click to see attachment
List of Attached Documents:
// Content
1,066,207
23 Total liabilities (add lines 17 through 22)......... 5,456,537 3,761,633
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........... 225,657,221 247,479,389
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)..... 225,657,221 247,479,389
30 Total liabilities and net assets/fund balances (see instructions). 231,113,758 251,241,022
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
225,657,221
2
Enter amount from Part I, line 27a .....................
2
10,857,873
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,118,847
4
Add lines 1, 2, and 3 ..........................
4
247,633,941
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
154,552
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
247,479,389
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 ALTERNATIVE INVESTMENTS OPPORTUNITY, LTD. P    
c GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. P    
d THRU SCHEDULE K-1'S P    
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 44,908,581   35,885,498 9,023,083
b       5,015,259
c       4,082,028
d       4,170,149
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       9,023,083
b       5,015,259
c       4,082,028
d       4,170,149
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 22,290,519
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) 1 317,650
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........................... 3 317,650
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- ..... 5 317,650
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 261,403
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.............. 7 361,403
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 43,753
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow43,753 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowINTENTIONAL PHILANTHROPY Telephone no.right arrow (301) 761-4433

Located atright arrow4801 HAMPDEN LANE NO 106BETHESDAMD ZIP+4right arrow208142948
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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BARBARA HAPGOOD DIRECTOR, PRESIDENT
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
WENDY ETTINGER DIRECTOR, VICE PRESIDENT
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
TREVOR RENNER DIRECTOR, SECRETARY
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
CHRISTIAN ETTINGER DIRECTOR, TREASURER
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
JERRY BABICKA DIRECTOR (THRU JUNE 2024)
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
LYNN BABICKA DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
JAMES BOHART JR DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
HEIDI ETTINGER DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
MATTHEW ETTINGER DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
MATTHEW HAPGOOD DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
BARBARA HUSEBY DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
SVEN HUSEBY DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
JOHN POWERS DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
LAUREN ZUSKIN DIRECTOR
1.00
0 0 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
DAVID W STOCKS EXECUTIVE DIRECTOR
40.00
325,672 44,096 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
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
LAURA P NIXON PROGRAM DIRECTOR
40.00
194,348 35,431 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
AMY E PICKLE PROGRAM DIRECTOR
40.00
184,822 40,277 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
LUCIEN K ROTHENSTEIN PROGRAM OFFICER
40.00
147,425 31,471 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
ASTRID F KAEMMERLING PROGRAM OFFICER
40.00
137,130 31,097 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
REBEKAH R WADADLI GRANTS MANAGER
25.00
70,539 42,633 0
C/O IP 4801 HAMPDEN LANE SUITE 106
BETHESDA,MD208142948
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
RBC WEALTH MANAGEMENT INVESTMENT MANAGEMENT AND ADVISORY 385,400
345 CALIFORNIA STREET SUITE 2900
SAN FRANCISCO,CA94104
INTENTIONAL PHILANTHROPY FOUNDATION MANAGEMENT 277,060
4801 HAMPDEN LANE SUITE 106
BETHESDA,MD20814
BROWN ADVISORY INVESTMENT MANAGEMENT AND ADVISORY 175,782
12 E 49TH STREET 35TH FLOOR
NEW YORK,NY10017
GRANITE INVESTMENT PARTNERS INVESTMENT MANAGEMENT AND ADVISORY 172,744
2321 ROSECRANS AVENUE SUITE 4200
EL SEGUNDO,CA90245
DIETEL PARTNERS LLC PHILANTHROPIC CONSULTANTS 87,507
PO BOX 704
CUMBERLAND CENTER,ME04021
Total number of others receiving over $50,000 for professional services.............right arrow4
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 PRIME COALITION - AZOLLA VENTURES' CATALYTIC SLEEVE 200,000
2 INVEST APPALACHIA - CATALYTIC CAPITAL TO ADVANCE THE CLEAN ENERGY ECONOMY IN RURAL APPALACHIA 150,000
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow350,000
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
226,904,969
b
Average of monthly cash balances.......................
1b
12,734,784
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
239,639,753
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
239,639,753
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,594,596
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
236,045,157
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,802,258
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
11,802,258
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
317,650
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
317,650
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,484,608
4
Recoveries of amounts treated as qualifying distributions................
4
27,018
5
Add lines 3 and 4............................
5
11,511,626
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
11,511,626
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
13,564,629
b
Program-related investments—total from Part VIII-B..................
1b
350,000
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
13,914,629
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 11,511,626
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
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...... 4,473,900
e From 2023...... 2,683,414
f Total of lines 3a through e ........ 7,157,314
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 13,914,629
a Applied to 2023, but not more than line 2a 0
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..... 11,511,626
e Remaining amount distributed out of corpus 2,403,003
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 9,560,317
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 ......
9,560,317
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 4,473,900
d Excess from 2023.... 2,683,414
e Excess from 2024.... 2,403,003
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

482FORWARD

440 BURROUGHS STREET
DETROIT,MI48202
N/A PC 2024 CIVIC ENGAGEMENT 50,000

52ND STREET PROJECT

789 10TH AVENUE
NEW YORK,NY10019
N/A PC GENERAL OPERATING SUPPORT 5,000

ABORTION FREEDOM PARTNERSHIP

14435C BIG BASIN WAY
SARATOGA,CA95070
N/A PC GENERAL OPERATING SUPPORT 25,000

ABORTION FREEDOM PARTNERSHIP

14435C BIG BASIN WAY
SARATOGA,CA95070
N/A PC PROJECT PIGGYBANK 100,000

ABUNDANCE THERAPIES FOUNDATION

1838 18TH STREET
SANTA MONICA,CA90404
N/A PC GENERAL OPERATING SUPPORT 25,000

ACT NOW COALITION

440 NORTH BARRANCA AVENUE SUITE
6683
COVINA,CA91723
N/A PC VOTERS ABROAD PROJECT 100,000

ACT NOW COALITION

440 NORTH BARRANCA AVENUE SUITE
6683
COVINA,CA91723
N/A PC GENERAL OPERATING SUPPORT FOR VOTERS ABROAD PROJECT 40,000

ACTIVATE 48 EDUCATION FUND

5716 N 19TH AVENUE
PHOENIX,AZ85015
N/A PC 2024 CIVIC ENGAGEMENT 100,000

ACTIVATE 48 EDUCATION FUND

5716 N 19TH AVENUE
PHOENIX,AZ85015
N/A PC GENERAL OPERATING SUPPORT 110,000

ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM

209 20TH STREET NORTH
BIRMINGHAM,AL35203
N/A PC GENERAL OPERATING SUPPORT 125,000

ALABAMA CENTER FOR SUSTAINABLE ENERGY DBA ENERGY ALABAMA

PO BOX 1381
HUNTSVILLE,AL35807
N/A PC REDUCING TVAS FOSSIL FUEL-GENERATED ELECTRICITY THROUGH LOCAL POWER COMPANY ENGAGEMENT 100,000

ALASKA PUBLIC INTEREST RESEARCH GROUP

PO BOX 201416
ANCHORAGE,AK99520
N/A PC EXPANDING ELECTION CAPACITY 25,000

ALASKA PUBLIC INTEREST RESEARCH GROUP

PO BOX 201416
ANCHORAGE,AK99520
N/A PC ALASKA RAILBELT RURAL ELECTRIC COOPERATIVES ELECTIONS 75,000

ALLIANCE FOR COLLECTIVE ACTION

1536 WYNKOOP STREET
DENVER,CO80202
N/A PC GENERAL OPERATING SUPPORT 20,000

ALMA INSTITUTE

401 NE 19TH AVENUE
PORTLAND,OR97232
N/A PC GENERAL OPERATING SUPPORT 20,000

AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION

900 S PERRY STREET SUITE B
MONTGOMERY,AL36104
N/A PC REPRODUCTIVE RIGHTS AND JUSTICE 100,000

AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION

325 W MAIN STREET SUITE 2210
LOUISVILLE,KY40202
N/A PC REPRODUCTIVE RIGHTS 100,000

AMERICAN INDEPENDENT FOUNDATION

800 MAINE AVENUE SW
WASHINGTON,DC20024
N/A PC GENERAL OPERATING SUPPORT 10,000

APPALACHIAN VOICES

164 S DEPOT STREET
BOONE,NC28607
N/A PC CATALYZING CLEAN-ENERGY DISTRIBUTION AND ACCELERATED DECARBONIZATION IN THE SOUTHEAST 75,000

ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION

PO BOX 2548
SELMA,AL36702
N/A PC PHOTOGRAPHIC NIGHTS OF SELMA 35,000

ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION

PO BOX 2548
SELMA,AL36702
N/A PC STRATEGIC GROWTH AND STAFF SALARY AND BENEFITS 60,000

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS COURT SUITE 515
BASALT,CO81621
N/A PC GENERAL OPERATING SUPPORT 10,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504
N/A PC FISHER CENTER 10,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504
N/A PC FISHER CENTER 10,000

BETTER FOOD FOUNDATION

PO BOX 96503
WASHINGTON,DC20090
N/A PC GENERAL OPERATING SUPPORT 60,000

BETTER HEALTH BETTER LIFE

1174 CLEVELAND STREET
BALTIMORE,MD21230
N/A PC GENERAL OPERATING SUPPORT 39,000

BLUE RIDGE ABORTION FUND

PO BOX 5082
CHARLOTTESVILLE,VA22905
N/A PC GENERAL OPERATING SUPPORT 75,000

BLUECOATS DRUM AND BUGLE CORPS

340 MISSISSIPPI STREET SE
N CANTON,OH44720
N/A PC GENERAL OPERATING SUPPORT 26,000

BOTTOM THE

2340 E MAGNOLIA AVENUE
KNOXVILLE,TN37917
N/A PC GENERAL OPERATING SUPPORT 65,000

BREAKTHROUGH MIAMI

3250 SW 3RD AVENUE
MIAMI,FL33129
N/A PC GENERAL OPERATING SUPPORT 82,000

BREAKTHROUGH

3100 E 5TH STREET SUITE 375
AUSTIN,TX78702
N/A PC GENERAL OPERATING SUPPORT 17,000

BROWN GIRLS DOC MAFIA

930 GRAND CONCOURSE APARTMENT 10F
BRONX,NY10451
N/A PC GENERAL OPERATING SUPPORT 10,000

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BOULEVARD
EAST POINT,GA30344
N/A PC 2024 CIVIC ENGAGEMENT 100,000

BVM CAPACITY BUILDING INSTITUTE

3645 MARKETPLACE BOULEVARD
EAST POINT,GA30344
N/A PC PENNSYLVANIA CAPACITY BUILDING 75,000

CAMP HAVEN

3256 US HIGHWAY 1
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 15,000

CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL DBA AUSTIN PBS

PO BOX 143626
AUSTIN,TX78714
N/A PC GENERAL OPERATING SUPPORT 25,000

CAROLINA FEDERATION FUND

PO BOX 62212
DURHAM,NC27715
N/A PC GENERAL OPERATING SUPPORT 25,000

CENTER FOR BIOLOGICAL DIVERSITY

PO BOX 710
TUCSON,AZ85702
N/A PC MAPPING TO SAFEGUARD SPECIES FROM PESTICIDE HARMS 25,000

CENTER FOR COMMON GROUND

18459 PATRIOT LANE
RUTHER GLEN,VA22546
N/A PC MOVEMENT LABS ELECTION OFFICIALS RESEARCH 75,000

CENTER FOR POLITICAL ACCOUNTABILITY

1233 20TH STREET
WASHINGTON,DC20036
N/A PC GENERAL OPERATING SUPPORT 15,000

CERES

99 CHAUNCY STREET
BOSTON,MA02111
N/A PC SUPPORTING INVESTOR ENGAGEMENT TO INCREASE UTILITIES CLEAN ENERGY CAPITAL EXPENDITURE 100,000

CHACRUNA INSTITUTE FOR PSYCHEDELIC PLANT MEDICINES

1650 CALIFORNIA STREET
SAN FRANCISCO,CA94109
N/A PC GENERAL OPERATING SUPPORT 20,000

CHICKEN & EGG PICTURES DBA CHICKEN & EGG FILMS

55 WASHINGTON STREET
BROOKLYN,NY11201
N/A PC GENERAL OPERATING SUPPORT 20,000

CHILDCARE RESOURCES OF INDIAN RIVER

2300 5TH AVENUE SUITE 149
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 15,000

CHOICES CENTER FOR REPRODUCTIVE HEALTH

1203 POPLAR AVENUE
MEMPHIS,TN38104
N/A PC CARBONDALE CLINIC 100,000

CHOSEN FAMILY LAW CENTER

30 WALL STREET FLOOR 8
NEW YORK,NY10005
N/A PC GENERAL OPERATING SUPPORT 25,000

CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGTON

1331 F STREET NW
WASHINGTON,DC20004
N/A PC DEMOCRACY LAW SUITS 10,000

CLEAN ENERGY BUYERS INSTITUTE

1425 K STREET NW
WASHINGTON,DC20005
N/A PC BUILDING ENERGY MARKETS IN THE WEST AND SOUTHEAST 175,000

CLEAN ENERGY WORKS

1101 CONNECTICUT AVENUE NW
WASHINGTON,DC20036
N/A PC SUPPORTING RURAL ELECTRIC COOPERATIVE CLEAN ENERGY INVESTMENTS 125,000

CLEVELAND FOUNDATION

6601 EUCLID AVENUE
CLEVELAND,OH44103
N/A PC CUYAHOGA ARTS AND CULTURE GENERAL OPERATING SUPPORT 26,000

CLIMATE DEMOCRACY INITIATIVE

1536 WYNKOOP STREET
DENVER,CO80202
N/A PC GENERAL OPERATING SUPPORT 82,000

COALFIELD DEVELOPMENT

2923 PARK AVENUE
HUNTINGTON,WV25704
N/A PC WEST EDGE FACTORY CAPACITY BUILDING AND ARTS PROGRAMMING SUPPORT 50,000

COMMON CAUSE EDUCATION FUND NORTH CAROLINA

805 15TH STREET
WASHINGTON,DC20005
N/A PC VOTER EDUCATION IN NORTH CAROLINA 15,000

COMMON CAUSE EDUCATION FUND NORTH CAROLINA

805 15TH STREET
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 75,000

COMMON CAUSE EDUCATION FUND NORTH CAROLINA

805 15TH STREET
WASHINGTON,DC20005
N/A PC PROTECTING OUR ELECTIONS 11,500

COMMON CAUSE EDUCATION FUND NORTH CAROLINA

805 15TH STREET
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 20,000

COMMON CAUSE EDUCATION FUND NORTH CAROLINA

805 15TH STREET
WASHINGTON,DC20005
N/A PC ARTS AND CULTURE FESTIVALS 50,000

COMMON COUNSEL FOUNDATION

1624 FRANKLIN STREET
OAKLAND,CA94612
N/A PC COLOR CONGRESS GENERAL OPERATING SUPPORT 20,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607
N/A PC YIPPEE EXCHANGE GENERAL OPERATING SUPPORT 25,000

CONSERVATION FUND THE

1655 FORT MYER DRIVE
ARLINGTON,VA22209
N/A PC 60TH ANNIVERSARY: MARION - MONTGOMERY 50,000

COWAN COMMUNITY ACTION GROUP

PO BOX 268
WHITESBURG,KY41858
N/A PC GROWING HOME CONVENING 2024-25 + STAFF SALARIES AND BENEFITS 90,000

CREATIVE PLACEMAKING COMMUNITIES

4 SOUTH ORANGE AVENUE
SAN RAFAEL,CA94901
N/A PC SOUTH AND APPALACHIAN CREATIVE PLACEMAKING CONFERENCE 35,000

DAY ONE EARLY LEARNING COMMUNITY

70 HOOKER AVENUE
POUGHKEEPSIE,NY12601
N/A PC GENERAL OPERATING SUPPORT 7,000

DEMOCRACY NORTH CAROLINA

3000 AERIAL CENTER PARKWAY
MORRISVILLE,NC27560
N/A PC VOTING AND ELECTIONS WORK 10,000

DOLLYWOOD FOUNDATION

111 E MAIN STREET 2ND FLOOR
SEVIERVILLE,TN37862
N/A PC GENERAL OPERATING SUPPORT 25,000

ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COUNTY

2455 ST LUCIE AVENUE
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 10,000

EDUCATE TOMORROW

217 NE 97TH STREET
MIAMI SHORES,FL33138
N/A PC GENERAL OPERATING SUPPORT 80,000

ELEANOR NOW

985 FIFTH AVENUE SUITE 8B
NEW YORK,NY10075
N/A PC GENERAL OPERATING SUPPORT 12,000

ENVIRONMENTAL LEARNING CENTER

255 LIVE OAK DRIVE
VERO BEACH,FL32963
N/A PC GENERAL OPERATING SUPPORT 5,000

EQUALITY FOUNDATION OF GEORGIA

1530 DEKALB AVENUE SUITE A
ATLANTA,GA30309
N/A PC HOUSING EQUITY ADVOCACY 100,000

FARM FORWARD

2738 NE 11TH AVENUE
PORTLAND,OR97212
N/A PC PANDEMIC CAMPAIGN 25,000

FARM FORWARD

2738 NE 11TH AVENUE
PORTLAND,OR97212
N/A PC GENERAL OPERATING SUPPORT 60,000

FIT KIDS OF AMERICA

9395 BIRD ROAD
MIAMI,FL33165
N/A PC GENERAL OPERATING SUPPORT 40,000

FOOT SOLDIERS PARK

1420 N MECHANIC STREET
SELMA,AL36702
N/A PC FILM FESTIVAL SELMA 35,000

FOOT SOLDIERS PARK

1420 N MECHANIC STREET
SELMA,AL36702
N/A PC PARK DESIGN MANAGEMENT 95,000

FOR THE LOVE OF PRIMATES

41 WENDELL ROAD SW
REYNOLDSBURG,OH43068
N/A PC GENERAL OPERATING SUPPORT 25,000

FORWARD FOUNDATION

PO BOX 676
CONCORD,NH03302
N/A PC IN-MOVERS VOTER ENGAGEMENT 75,000

FOUNDATION FOR APPALACHIAN KENTUCKY

420 N MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT 40,000

FOUNDATION FOR APPALACHIAN KENTUCKY

420 N MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT 15,000

FOUNDATION FOR APPALACHIAN KENTUCKY

420 N MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIA FUNDERS NETWORK HELENE RESPONSE FUND 50,000

FREEDOM QUILTING BEE LEGACY

4295 COUNTY ROAD 29
ALBERTA,AL36720
N/A PC CAPITAL CAMPAIGN: RENOVATION SUPPORT 125,000

FRIENDS OF CHAKCHIUMA SWAMP

PO BOX 2352
GRENDA,MS38902
N/A PC OUTDOOR PAVILION DESIGN 25,000

FRIENDS OF THE CHILDREN

44 NE MORRIS STREET
PORTLAND,OR97212
N/A PC MIAMI CHAPTER 150,000

FRIENDS OF THE CHILDREN

44 NE MORRIS STREET
PORTLAND,OR97212
N/A PC MIAMI CHAPTER 20,000

FUND ACCESS FORWARD

1209 MOUNTAIN ROAD PLACE NE
ALBUQUERQUE,NM87110
N/A PC ARIA MEDICAL CLINIC 50,000

GENDER IDEAL DBA REPRODUCTIVE AND MATERNAL HEALTH COMPASS

20 PLAZA STREET EAST
NEW YORK,NY10016
N/A PC CORPORATE INDEX 100,000

GLOBAL IMPACT

2300 N STREET NW
WASHINGTON,DC20037
N/A PC REPRODUCTIVE FREEDOM ALLIANCE GENERAL OPERATING SUPPORT 75,000

GREENLIGHT AMERICA

1753 HOBART STREET NW
WASHINGTON,DC20009
N/A PC KENTUCKY CAMPAIGN FOR CLEAN ENERGY DEPLOYMENT 100,000

HABITAT FOR HUMANITY OF ORANGE COUNTY

88 VILCOM CENTER DRIVE
CHAPEL HILL,NC27514
N/A PC GENERAL OPERATING SUPPORT 10,000

HEMPHILL COMMUNITY CENTER

PO BOX 142
JACKHORN,KY41825
N/A PC PROGRAMMING SUPPORT AND STAFF SALARIES 45,000

HISTORIC HUDSON

541 WARREN STREET
HUDSON,NY12534
N/A PC VALLEY ALLIANCE GENERAL OPERATING SUPPORT 5,000

HOMETOWN OUTREACH FUND

68 JAY STREET
BROOKLYN,NY11201
N/A PC 2024 CIVIC ENGAGEMENT 25,000

HOMETOWN OUTREACH FUND

68 JAY STREET
BROOKLYN,NY11201
N/A PC 2024 CIVIC ENGAGEMENT 50,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036
N/A PC SOCIAL AND ECONOMIC STRATEGIES CENTER 2024 CIVIC ENGAGEMENT 100,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036
N/A PC RESOURCES FOR ABORTION DELIVERY GENERAL OPERATING SUPPORT 100,000

HOPEWELL FUND

1828 L STREET NW
WASHINGTON,DC20036
N/A PC SOCIAL AND ECONOMIC STRATEGIES CENTER GENERAL OPERATING SUPPORT 100,000

HP ALLIANCE DBA FANDOM FORWARD

PO BOX 241
BINGHAMTON,NY13903
N/A PC 2024 SAVE OUR PROGRESS CAMPAIGN 20,000

HUDSON VALLEY SHAKESPEARE FESTIVAL

PO BOX 125
GARRISON,NY10524
N/A PC 2024 SEASON 25,000

INDIAN RIVER LAND TRUST

3150 CARDINAL DRIVE
VERO BEACH,FL32963
N/A PC GENERAL OPERATING SUPPORT 6,500

INDIGO BIRD

1942 BROADWAY SUITE 314C
DENVER,CO80203
N/A PC GLORIA 100,000

INDUSTRIAL COMMONS

PO BOX 71
MORGANTON,NC28680
N/A PC SALARY AND BENEFITS ART DIRECTOR AND ACCELERATOR 110,000

INSTITUTO LAB

221 E INDIANOLA AVENUE
PHOENIX,AZ85012
N/A PC GENERAL OPERATING SUPPORT 100,000

INTERFAITH CENTER ON CORPORATE RESPONSIBILITY

475 RIVERSIDE DRIVE
NEW YORK,NY10027
N/A PC ENGAGEMENTS WITH ENERGY UTILITIES AND BANKS: TRANSITIONING TO A CLEAN ENERGY ECONOMY 100,000

INTERFAITH CENTER ON CORPORATE RESPONSIBILITY

475 RIVERSIDE DRIVE
NEW YORK,NY10027
N/A PC GENERAL OPERATING SUPPORT 105,000

IRANIAN SCHOLARSHIP FOUNDATION

PO BOX 7531
MENLO PARK,CA94026
N/A PC GENERAL OPERATING SUPPORT 25,000

KANSAS COMMON SENSE FUND

PO BOX 4028
TOPEKA,KS66604
N/A PC COMMUNICATIONS HUB 50,000

KANSAS COMMON SENSE FUND

PO BOX 4028
TOPEKA,KS66604
N/A PC COMMUNICATIONS HUB 200,000

KENTUCKY CIVIC ENGAGEMENT TABLE

2430 PORTLAND AVENUE
LOUISVILLE,KY40212
N/A PC GENERAL OPERATING SUPPORT 50,000

KING'S CANVAS THE

3066 ZELDA ROAD
MONTGOMERY,AL36106
N/A PC SPACE BUILD-OUT, STRATEGIC SUPPORT, AND STAFF SALARIES 45,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

740 15TH STREET NW SUITE 700
WASHINGTON,DC20005
N/A PC GENERAL OPERATING SUPPORT 17,000

LOS ANGELES CONSERVANCY

523 WEST SIXTH STREET SUITE 826
LOS ANGELES,CA90014
N/A PC GENERAL OPERATING SUPPORT 25,000

LOST-N-FOUND YOUTH

2585 CHANTILLY DRIVE NE
ATLANTA,GA30324
N/A PC GENERAL OPERATING SUPPORT 125,000

LOUD LIGHT

PO BOX 4045
TOPEKA,KS66604
N/A PC NEW FRONTIERS 50,000

MAYDAY MEDICINES DBA MAYDAY HEALTH

767 BROADWAY SUITE 1555
NEW YORK,NY10003
N/A PC GENERAL OPERATING SUPPORT 100,000

MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY

820 37TH PLACE
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 22,000

MICHIGAN CIVIC EDUCATION FUND

28342 DARTMOUTH STREET
MADISON HEIGHTS,MI48071
N/A PC GENERAL OPERATING SUPPORT 100,000

MONTGOMERY COUNTY COUNCIL FOR THE ARTS DBA GATEWAY REGIONAL ARTS CENTER

101 E MAIN STREET
MOUNT STERLING,KY40353
N/A PC GENERAL OPERATING SUPPORT 75,000

MOTIVATIONAL EDGE THE

1550 NW 36 STREET
MIAMI,FL33142
N/A PC GENERAL OPERATING SUPPORT 80,000

NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS

1140 3RD STREET NE
WASHINGTON,DC20002
N/A PC BUILDING CHAMPIONS FOR REGIONAL NET ZERO GRIDS 125,000

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DRIVE
BEAVERTON,OR97008
N/A PC GENERAL OPERATING SUPPORT 25,000

NATIONAL WOMEN'S HEALTH NETWORK

1413 K STREET NW
WASHINGTON,DC20005
N/A PC PLAN C GENERAL OPERATING SUPPORT 20,000

NATIONAL YOUNG FARMERS COALITION

PO BOX 1074
HUDSON,NY12534
N/A PC GENERAL OPERATING SUPPORT 10,000

NEO PHILANTHROPY

1001 AVENUE OF THE AMERICAS
NEW YORK,NY10018
N/A PC STATE INFRASTRUCTURE FUND IN NORTH CAROLINA 10,000

NEO PHILANTHROPY

1001 AVENUE OF THE AMERICAS
NEW YORK,NY10018
N/A PC GENERAL OPERATING SUPPORT FOR PROGRESS ALASKA VOTER HUB, FORMERLY AKCES 75,000

NEW RIVER ABORTION ACCESS FUND

PO BOX 10701
BLACKSBURG,VA24062
N/A PC GENERAL OPERATING SUPPORT 50,000

NEW YORK FOUNDATION

150 W 30TH STREET
NEW YORK,NY10001
N/A PF SHAREHOLDER ENGAGEMENT PROJECT 20,000

NEXTGEN EDUCATION FUND

548 MARKET STREET SUITE 98097
SAN FRANCISCO,CA94104
N/A PC GENERAL OPERATING SUPPORT 10,000

NORTH CAROLINA ASIAN AMERICANS TOGETHER

711 HILLSBOROUGH STREET
RALEIGH,NC27603
N/A PC GENERAL OPERATING SUPPORT 50,000

NORTH CAROLINA ASIAN AMERICANS TOGETHER

711 HILLSBOROUGH STREET
RALEIGH,NC27603
N/A PC GENERAL OPERATING SUPPORT 10,000

NORTH CAROLINA COASTAL FEDERATION

3609 NC 24 OCEAN
NEWPORT,NC28570
N/A PC GENERAL OPERATING SUPPORT 10,000

NORTH CAROLINA COASTAL FEDERATION

3609 NC 24 OCEAN
NEWPORT,NC28570
N/A PC GENERAL OPERATING SUPPORT 20,000

NORTH CAROLINA CONSERVATION NETWORK

234 FAYETTEVILLE STREET
RALEIGH,NC27601
N/A PC GENERAL OPERATING SUPPORT 12,000

NORTH CAROLINA CONSERVATION NETWORK

234 FAYETTEVILLE STREET
RALEIGH,NC27601
N/A PC GENERAL OPERATING SUPPORT 12,000

NW ENERGY COALITION

811 FIRST AVENUE
SEATTLE,WA98104
N/A PC WESTERN MARKETS AND TRANSMISSION PLANNING 125,000

OCCIDENTAL COLLEGE

1600 CAMPUS ROAD SUITE M-20
LOS ANGELES,CA90041
N/A PC OMAR PAXSON SCHOLARSHIP 10,000

OLANA PARTNERSHIP

PO BOX 199
HUDSON,NY12534
N/A PC GENERAL OPERATING SUPPORT 10,000

OLANA PARTNERSHIP

PO BOX 199
HUDSON,NY12534
N/A PC GENERAL OPERATING SUPPORT 10,000

ONE ARIZONA

3104 E CAMELBACK UNIT 7651
PHOENIX,AZ85016
N/A PC 2024 CIVIC ENGAGEMENT FOR WINGBEAT 88 50,000

OREGON ENVIRONMENTAL COUNCIL

PO BOX 14822
PORTLAND,OR97293
N/A PC OREGON CLEAN GRID COLLABORATIVE 75,000

PARADISE GARDEN FOUNDATION

200 N LEWIS STREET
SUMMERVILLE,GA30747
N/A PC GENERAL OPERATING SUPPORT 60,000

PEANUT GALLERY PLAYERS

5192 GLENGATE ROAD
ROCHESTER,MI48306
N/A PC GENERAL OPERATING SUPPORT 20,000

PEN AMERICAN CENTER

120 BROADWAY
NEW YORK,NY10271
N/A PC SUMMER WRITERS' WORKSHOP AND SCHOOL BOOK BAN WORK 20,000

PEOPLE FOR THE AMERICAN WAY FOUNDATION

1101 15TH STREET NW
WASHINGTON,DC20005
N/A PC DEFEND THE BLACK VOTE 10,000

PHAME ACADEMY

1637 NE BROADWAY STREET SUITE 134
PORTLAND,OR97230
N/A PC GENERAL OPERATING SUPPORT 17,000

PHILIPSTOWN DEPOT THEATRE

PO BOX 221
GARRISON,NY10524
N/A PC DEPOT DOCS 7,000

PHILIPSTOWN DEPOT THEATRE

PO BOX 221
GARRISON,NY10524
N/A PC DEPOT DOCS 5,000

PIKE SCHOOL OF ART - MISSISSIPPI

PO BOX 446
SUMMIT,MS39666
N/A PC PHASE I BUILD-OUT AND CAPACITY BUILDING 160,000

PLANNED PARENTHOOD GREAT NORTHWEST HAWAI'I ALASKA INDIANA AND KENTUCKY

2001 E MADISON STREET
SEATTLE,WA98122
N/A PC HEALTH CENTERS IN LOUISVILLE AND LEXINGTON 100,000

PLANNED PARENTHOOD OF GREATER TEXAS

201 E BEN WHITE BOULEVARD
AUSTIN,TX78704
N/A PC GENERAL OPERATING SUPPORT 40,000

PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST

2300 NORTH FLORIDA MANGO ROAD
WEST PALM BEACH,FL33409
N/A PC CIVIC ENGAGEMENT 85,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 SOUTH BOYLAN AVENUE
RALEIGH,NC27603
N/A PC GENERAL OPERATING SUPPORT 10,000

PLAYHOUSE SQUARE FOUNDATION

1501 EUCLID AVENUE
CLEVELAND,OH44115
N/A PC GENERAL OPERATING SUPPORT 30,000

POWER TO DECIDE

1776 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC ALL ACCESS EASTERN KENTUCKY 100,000

PROGRESS NORTH CAROLINA

PO BOX 865
RALEIGH,NC27602
N/A PC GENERAL OPERATING SUPPORT 25,000

PSYCHEDELIC SAFETY INSTITUTE

2899 BUENA VISTA WAY
BERKELEY,CA94708
N/A PC GENERAL OPERATING SUPPORT 206,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607
N/A PC ACCESS BRIDGE 50,000

PUTNEY SCHOOL THE

418 HOUGHTON BROOK ROAD
PUTNEY,VT05346
N/A PC ANNUAL GIVING CHALLENGE AND FIBER ARTS PROGRAM 20,000

REC2CONNECT

2814 DETROIT AVENUE
CLEVELAND,OH44113
N/A PC GENERAL OPERATING SUPPORT 25,000

REFUGEPOINT

89 SOUTH STREET
BOSTON,MA02111
N/A PC GENERAL OPERATING SUPPORT 10,000

RENEWABLE ENERGY ALASKA PROJECT

308 G STREET
ANCHORAGE,AK99501
N/A PC 21ST CENTURY RATE DESIGN IN ALASKA 75,000

RENEWABLE NORTHWEST

421 SW 6TH AVENUE SUITE 1400
PORTLAND,OR97204
N/A PC ADVANCING NET ZERO GRID IN THE WEST 75,000

RENEWALL

610 14TH STREET WEST
HUNTINGTON,WV25704
N/A PC GENERAL OPERATING SUPPORT 65,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE

2261 MARKET STREET
SAN FRANCISCO,CA94114
N/A PC CORPORATE ENGAGEMENT PROGRAM 200,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE

2261 MARKET STREET
SAN FRANCISCO,CA94114
N/A PC CORPORATE ENGAGEMENT PROGRAM 55,000

RHIZOME ACTION NETWORK

1403 NE 82ND STREET
SEATTLE,WA98115
N/A PC GENERAL OPERATING SUPPORT 25,000

RIFFRAFF ARTS COLLECTIVE

869 MERCER STREET
PRINCETON,WV24740
N/A PC ARTS PROGRAMMING - CAPACITY BUILDING SUPPORT 110,000

RISE CHATTANOOGA

2901 TAYLOR STREET
CHATTANOOGA,TN37406
N/A PC SALARY AND BENEFITS ARTS DIRECTOR, ARTS PROGRAMMING, AND STUDIO BUILD-OUT 150,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301
N/A PC ENGAGE AND ACT: POWERFUL DATA AND ANALYTICAL ENGINES FOR CLIMATE ACTION 125,000

SAFE HARBORS OF THE HUDSON

111 BROADWAY
NEWBURGH,NY12550
N/A PC GENERAL OPERATING SUPPORT 20,000

SAN JUAN CITIZENS ALLIANCE

1309 E 3RD AVENUE SUITE 5
DURANGO,CO81302
N/A PC RURAL ELECTRIC COOPERATIVE ELECTION TOOLKIT GENERAL OPERATING SUPPORT 135,000

SISTERS IN CINEMA

7140 S YATES BOULEVARD
CHICAGO,IL60649
N/A PC GENERAL OPERATING SUPPORT 10,000

SOLAR UNITED NEIGHBORS

1350 CONNECTICUT AVENUE
WASHINGTON,DC20036
N/A PC CLEAN ENERGY TRANSITION FOR RURAL ELECTRIC CO-OPS 100,000

SOLEDAD ENRICHMENT ACTION

222 N VIRGIL AVENUE
LOS ANGELES,CA90004
N/A PC GENERAL OPERATING SUPPORT 50,000

SOUTH ARTS

1800 PEACHTREE STREET NW
ATLANTA,GA30309
N/A PC SOUTHERN ARTS RELIEF AND RECOVERY FUND 50,000

SOUTH FLORIDA AFTER-SCHOOL ALL-STARS

11200 SW 8TH STREET
MIAMI,FL33199
N/A PC GENERAL OPERATING SUPPORT 80,000

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT STREET
CHARLOTTESVILLE,VA22902
N/A PC FIGHTING GAS BUILDOUT IN THE SOUTH 100,000

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT STREET
CHARLOTTESVILLE,VA22902
N/A PC NORTH CAROLINA 30,000

SOUTHWESTERN VERMONT MEDICAL CENTER

100 HOSPITAL DRIVE
BENNINGTON,VT05201
N/A PC TELEHEALTH ENDOWMENT FUND MATCHING GRANT 7,500

STATE DEMOCRACY PROJECT

77 SANDS STREET
BROOKLYN,NY11201
N/A PC JOY TO THE POLLS GENERAL OPERATING SUPPORT 35,000

STATE INNOVATION EXCHANGE

PO BOX 260230
MADISON,WI53726
N/A PC REPRODUCTIVE RIGHTS 100,000

STATE LEADERSHIP PROJECT

PO BOX 223
RALEIGH,NC27602
N/A PC GENERAL OPERATING SUPPORT + SOUTHERN WORKING GROUP PROJECT 35,000

STORM KING ART CENTER

1 MUSEUM ROAD
NEW WINDSOR,NY12553
N/A PC GENERAL OPERATING SUPPORT 10,000

STUDENT ORGANIZING

294 WASHINGTON STREET
BOSTON,MA02108
N/A PC IRA EDUCATION IN SCHOOLS 10,000

THANK YOU LIFE

7908 FINCH TRAIL
AUSTIN,TX78757
N/A PC GENERAL OPERATING SUPPORT 20,000

THOMAS COLE HISTORIC HOUSE

218 SPRING STREET
CATSKILL,NY12414
N/A PC GENERAL OPERATING SUPPORT 10,000

THOMAS COLE HISTORIC HOUSE

218 SPRING STREET
CATSKILL,NY12414
N/A PC GENERAL OPERATING SUPPORT 10,000

TRANS HOUSING ATLANTA PROGRAM

1530 DEKALB AVENUE NE
ATLANTA,GA30307
N/A PC GENERAL OPERATING SUPPORT 31,000

TRUSTEES OF THE SMITH COLLEGE

33 ELM STREET
NORTHAMPTON,MA01063
N/A PC ENVIRONMENT PROGRAM AND CAMPUS SUSTAINABILITY 7,500

UNION OF CONCERNED SCIENTISTS

TWO BRATTLE SQUARE
CAMBRIDGE,MA02138
N/A PC GENERAL OPERATING SUPPORT 20,000

UNITED AGAINST POVERTY INDIAN RIVER COUNTY

1400 27TH STREET
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 20,000

UNITED AGAINST POVERTY INDIAN RIVER COUNTY

1400 27TH STREET
VERO BEACH,FL32960
N/A PC GENERAL OPERATING SUPPORT 10,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 20,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 20,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC COVID RECOVERY WORK 10,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 20,000

UPSTATE FILMS

6415 MONTGOMERY STREET
RHINEBECK,NY12572
N/A PC GENERAL OPERATING SUPPORT 20,000

VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUND

141 MAIN STREET SUITE 6
MONTPELIER,VT05602
N/A PC MAKE BIG OIL PAY CAMPAIGN 9,000

VIRGINIA NEW MAJORITY EDUCATION FUND DBA NEW VIRGINIA MAJORITY EDUCATION FU

3801 MOUNT VERNON AVENUE
ALEXANDRIA,VA22305
N/A PC GENERAL OPERATING SUPPORT 20,000

VOTER FORMATION PROJECT

712 H STREET NE PMB 41
WASHINGTON,DC20002
N/A PC GENERAL OPERATING SUPPORT 75,000

VOTER PARTICIPATION CENTER

1707 L STREET NW
WASHINGTON,DC20036
N/A PC GENERAL OPERATING SUPPORT 10,000

VOTO LATINO FOUNDATION

1025 CONNECTICUT AVENUE NW
WASHINGTON,DC20036
N/A PC GENERAL OPERATING SUPPORT 10,000

WAKEUP WAKE COUNTY

PO BOX 6484
RALEIGH,NC27628
N/A PC GENERAL OPERATING SUPPORT 10,000

WESTERN NATIVE VOICE EDUCATION PROJECT

80 25TH STREET W
BILLINGS,MT59102
N/A PC 2024 MONTANA CIVIC ENGAGEMENT 40,000

WESTERN RESOURCE ADVOCATES

2260 BASELINE ROAD SUITE 200
BOULDER,CO80302
N/A PC GREENHOUSE GAS ACCOUNTING AND REPORTING 75,000

WILLIAM KING MUSEUM OF ART

PO BOX 2256
ABINGDON,VA24212
N/A PC ARTLAB AND SCULPTURE TRAIL/EXHIBITION OF APPALACHIAN ARTISTS 175,000

WINDWARD FUND

1828 L STREET NW
WASHINGTON,DC20036
N/A PC HEARTLAND FUND'S RURAL YOUTH VOTER FUND 10,000

WOMEN IN NEED

ONE STATE STREET PLAZA
NEW YORK,NY10004
N/A PC GENERAL OPERATING SUPPORT 7,000

WOMEN'S HEALTH CENTER OF WEST VIRGINIA

PO BOX 20580
CHARLESTON,WV25362
N/A PC GENERAL OPERATING SUPPORT 100,000

WOMEN'S HEALTH CENTER OF WEST VIRGINIA

PO BOX 20580
CHARLESTON,WV25362
N/A PC GENERAL OPERATING SUPPORT 75,000

WOMEN'S MEDIA CENTER

PO BOX 70967
WASHINGTON,DC20024
N/A PC GENERAL OPERATING SUPPORT 10,000

WORLD CENTRAL KITCHEN

PO BOX 96538
WASHINGTON,DC20090
N/A PC GENERAL OPERATING SUPPORT FOR WORK IN THE UNITED STATES 20,000

WORLD MONUMENTS FUND

600 FIFTH AVENUE
NEW YORK,NY10020
N/A PC GENERAL OPERATING SUPPORT FOR WORK IN THE UNITED STATES 15,000

WORLD RESOURCES INSTITUTE

10 G STREET NE
WASHINGTON,DC20002
N/A PC RESEARCH TO SUPPORT UTILITY ENERGY TRANSITION IN THE WEST AND SOUTHEAST 100,000

WORMFARM INSTITUTE

28 E MAIN STREET
REEDSBURG,WI53959
N/A PC GENERAL OPERATING SUPPORT 135,000

WV CITIZEN ACTION EDUCATION FUND

1500 DIXIE STREET
CHARLESTON,WV25311
N/A PC WEST VIRGINIA CIVIC ENGAGEMENT TABLE GENERAL OPERATING SUPPORT 25,000

YOU CAN VOTE

2726 CROASDAILE DRIVE
DURHAM,NC27705
N/A PC GENERAL OPERATING SUPPORT 10,000

YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS

PO BOX 2417
CHICAGO,IL60690
N/A PC LEGAL FELLOW FOR HEALTH JUSTICE 100,000
Total .................................right arrow 3a 11,159,000
bApproved for future payment

ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM
209 20TH STREET NORTH
BIRMINGHAM,AL35203
N/A PC GENERAL OPERATING SUPPORT 125,000

ALABAMA CENTER FOR SUSTAINABLE ENERGY DBA ENERGY ALABAMA
PO BOX 1381
HUNTSVILLE,AL35807
N/A PC REDUCING TVAS FOSSIL FUEL-GENERATED ELECTRICITY THROUGH LOCAL POWER COMPANY ENGAGEMENT 100,000

ALASKA PUBLIC INTEREST RESEARCH GROUP
PO BOX 201416
ANCHORAGE,AK99520
N/A PC ALASKA RAILBELT RURAL ELECTRIC COOPERATIVES ELECTIONS 75,000

AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION
325 W MAIN STREET SUITE 2210
LOUISVILLE,KY40202
N/A PC REPRODUCTIVE RIGHTS 100,000

APPALSHOP
PO BOX 1325
WHITESBURG,KY41858
N/A PC ALL ACCESS EASTERN KENTUCKY 100,000

ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION
PO BOX 2548
SELMA,AL36702
N/A PC PHOTOGRAPHIC NIGHTS OF SELMA 35,000

BOTTOM THE
2340 E MAGNOLIA AVENUE
KNOXVILLE,TN37917
N/A PC GENERAL OPERATING SUPPORT 65,000

CENTER FOR DEMOCRACY AND TECHNOLOGY
1401 K STREET NW
WASHINGTON,DC20005
N/A PC DIGITAL PRIVACY AND REPRODUCTIVE RIGHTS 150,000

CENTER FOR DEMOCRACY AND TECHNOLOGY
1401 K STREET NW
WASHINGTON,DC20005
N/A PC DIGITAL PRIVACY AND REPRODUCTIVE RIGHTS 150,000

CERES
99 CHAUNCY STREET
BOSTON,MA02111
N/A PC SUPPORTING INVESTOR ENGAGEMENT TO INCREASE UTILITIES CLEAN ENERGY CAPITAL EXPENDITURE 100,000

CLEAN ENERGY BUYERS INSTITUTE
1425 K STREET NW
WASHINGTON,DC20005
N/A PC BUILDING ENERGY MARKETS IN THE WEST AND SOUTHEAST 175,000

FOOT SOLDIERS PARK
1420 N MECHANIC STREET
SELMA,AL36702
N/A PC FILM FESTIVAL SELMA 35,000

FOUNDATION FOR APPALACHIAN KENTUCKY
420 N MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT 40,000

FOUNDATION FOR APPALACHIAN KENTUCKY
420 N MAIN STREET
HAZARD,KY41701
N/A PC APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT 15,000

HEMPHILL COMMUNITY CENTER
PO BOX 142
JACKHORN,KY41825
N/A PC WOMEN'S HEALTH 10,000

INDUSTRIAL COMMONS
PO BOX 71
MORGANTON,NC28680
N/A PC SALARY AND BENEFITS ART DIRECTOR AND ACCELERATOR 110,000

INTERFAITH CENTER ON CORPORATE RESPONSIBILITY
475 RIVERSIDE DRIVE
NEW YORK,NY10027
N/A PC ENGAGEMENTS WITH ENERGY UTILITIES AND BANKS: TRANSITIONING TO A CLEAN ENERGY ECONOMY 100,000

KENTUCKY CIVIC ENGAGEMENT TABLE
2430 PORTLAND AVENUE
LOUISVILLE,KY40212
N/A PC GENERAL OPERATING SUPPORT 50,000

PARADISE GARDEN FOUNDATION
200 N LEWIS STREET
SUMMERVILLE,GA30747
N/A PC GENERAL OPERATING SUPPORT 30,000

PLANNED PARENTHOOD GREAT NORTHWEST HAWAI'I ALASKA INDIANA AND KENTUCKY
2001 EAST MADISON STREET
SEATTLE,WA98122
N/A PC HEALTH CENTERS IN LOUISVILLE AND LEXINGTON 100,000

RENEWALL
610 14TH STREET WEST
HUNTINGTON,WV25704
N/A PC GENERAL OPERATING SUPPORT 65,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE
2261 MARKET STREET
SAN FRANCISCO,CA94114
N/A PC CORPORATE ENGAGEMENT PROGRAM 145,000

RISE CHATTANOOGA
2901 TAYLOR STREET
CHATTANOOGA,TN37406
N/A PC SALARY AND BENEFITS ARTS DIRECTOR, ARTS PROGRAMMING, AND STUDIO BUILD-OUT 150,000

ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301
N/A PC ENGAGE AND ACT: POWERFUL DATA AND ANALYTICAL ENGINES FOR CLIMATE ACTION 125,000

SOUTHERN ENVIRONMENTAL LAW CENTER
120 GARRETT STREET
CHARLOTTESVILLE,VA22902
N/A PC FIGHTING GAS BUILDOUT IN THE SOUTH 100,000

TRUST WOMEN FOUNDATION
PO BOX 3222
WICHITA,KS67201
N/A PC GENERAL OPERATING SUPPORT 100,000

WOMEN'S HEALTH CENTER OF WEST VIRGINIA
PO BOX 20580
CHARLESTON,WV25362
N/A PC GENERAL OPERATING SUPPORT 75,000

WORLD RESOURCES INSTITUTE
10 G STREET NE
WASHINGTON,DC20002
N/A PC RESEARCH TO SUPPORT UTILITY ENERGY TRANSITION IN THE WEST AND SOUTHEAST 100,000
Total ................................. right arrow 3b 2,525,000
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 ...........
    14 504,701  
4 Dividends and interest from securities .... 901101 988 14 2,073,339  
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 3,006  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 22,290,519  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S
    01 7  
bOTHER INCOME (LOSS) THRU SCHEDULE K-1     01 -67,407  
cRESTITUTION     01 45,952  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 988 24,850,117 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
24,851,105
(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.
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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-
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PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
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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 EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL STATEMENT AUDIT 27,000 0   27,000
TAX RETURN PREPARATION 12,906 0   12,906

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
NEW YORK FOUNDATION
 
150 W 30TH STREET
NEW YORK,NY10001
2024-04-25 20,000 SHAREHOLDER ENGAGEMENT PROJECT 20,000 TO THE GRANTOR'S KNOWLEDGE NO FUNDS HAVE BEEN DIVERTED. 08/18/2025   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Name of Stock End of Year Book Value End of Year Fair Market Value
A O SMITH CORPORATION (AOS) 2,741.000 SHARES 186,964 186,964
ABB LTD (ABBNY) 3,206.000 SHARES 173,592 173,592
ADMA BIOLOGICS INC (ADMA) 23,130.000 SHARES 396,680 396,680
ADOBE INC (ADBE) 1,317.000 SHARES 585,644 585,644
ADOBE INC COMMON STOCK (ADBE) 1,979.000 SHARES 880,022 880,022
ADYEN N V (ADYEY) 14,716.000 SHARES 218,974 218,974
ADYEN N V (ADYEY) 19,027.000 SHARES 283,122 283,122
AERCAP HOLDINGS NV (AER) 5,038.000 SHARES 482,137 482,137
AGILENT TECHNOLOGIES INC (A) 3,917.000 SHARES 526,210 526,210
AIA GROUP LTD (AAGIY) 10,543.000 SHARES 305,652 305,652
AIA GROUP LTD (AAGIY) 8,028.000 SHARES 232,740 232,740
AIR LIQUIDE (AIQUY) 14,634.000 SHARES 475,576 475,576
AIR LIQUIDE (AIQUY) 7,396.000 SHARES 240,355 240,355
AKAMAI TECHNOLOGIES INC (AKAM) 1,499.000 SHARES 143,379 143,379
ALCON INC (ALC) 3,570.000 SHARES 303,057 303,057
ALFA LAVAL AB (ALFVY) 6,953.000 SHARES 291,101 291,101
ALIGN TECHNOLOGY INC (ALGN) 1,825.000 SHARES 380,531 380,531
ALLEGION PUBLIC LIMITED COMPANY (ALLE) 1,599.000 SHARES 208,957 208,957
ALLIANZ SE (ALIZY) 26,650.000 SHARES 816,556 816,556
ALPHABET INC CLASS A (GOOGL) 180.000 SHARES 34,074 34,074
ALPHABET INC CLASS A (GOOGL) 6,583.000 SHARES 1,246,162 1,246,162
ALPHABET INC CLASS C (GOOG) 11,925.000 SHARES 2,270,997 2,270,997
ALPHABET INC CLASS C (GOOG) 8,753.000 SHARES 1,666,921 1,666,921
AMAZON.COM INC (AMZN) 10,763.000 SHARES 2,361,295 2,361,295
AMAZON.COM INC (AMZN) 9,189.000 SHARES 2,015,975 2,015,975
AMAZON.COM INC (AMZN) 98.000 SHARES 21,500 21,500
AMBEV S A (ABEV) 92,773.000 SHARES 171,630 171,630
AMDOCS LIMITED (DOX) 2,460.000 SHARES 209,444 209,444
AMER SPORTS INC (AS) 31,031.000 SHARES 867,627 867,627
AMERICAN FINANCIAL GROUP INC (AFG) 1,922.000 SHARES 263,179 263,179
AMERICAN INTERNATIONAL GROUP INC (AIG) 9,406.000 SHARES 684,757 684,757
AMERICAN SUPERCONDUCTOR CORPORATION (AMSC) 8,280.000 SHARES 203,936 203,936
ANALOG DEVICES INC (ADI) 2,589.000 SHARES 550,059 550,059
ANALOG DEVICES INC (ADI) 2,713.000 SHARES 576,404 576,404
APPLE INC (AAPL) 6,035.000 SHARES 1,511,285 1,511,285
APPLE INC (AAPL) 8,438.000 SHARES 2,113,044 2,113,044
APPLIED INDUSTRIAL TECHNOLIGIES INC (AIT) 1,127.000 SHARES 269,883 269,883
APTARGROUP INC (ATR) 1,753.000 SHARES 275,396 275,396
ARDELYX INC (ARDX) 20,862.000 SHARES 105,770 105,770
ARTESIAN RESOURCES CORP-CL A (ARTNA) 2,216.000 SHARES 70,070 70,070
ASML HOLDING N V (ASML) 315.000 SHARES 218,320 218,320
ASSA ABLOY AB (ASAZY) 14,343.000 SHARES 212,104 212,104
ATLAS COPCO AB (ATLKY) 15,098.000 SHARES 230,728 230,728
ATLAS COPCO AB (ATLKY) 19,968.000 SHARES 305,151 305,151
AUTODESK INC (ADSK) 2,600.000 SHARES 768,482 768,482
AUTODESK INC (ADSK) 2,742.000 SHARES 810,453 810,453
AVERY DENNISON CORP (AVY) 890.000 SHARES 166,546 166,546
AXCELIS TECHNOLOGIES INC (ACLS) 1,628.000 SHARES 113,748 113,748
BADGER METER INC (BMI) 1,860.000 SHARES 394,543 394,543
BANCO BILBAO VIZCAYA (BBVA) 39,456.000 SHARES 383,512 383,512
BERKSHIRE HATHAWAY INC DEL CL B (BRKB) 3,735.000 SHARES 1,693,001 1,693,001
BIO TECHNE CORP COM (TECH) 11,931.000 SHARES 859,390 859,390
BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 3,337.000 SHARES 298,161 298,161
BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 460.000 SHARES 41,101 41,101
BLACKROCK INC (BLK) 725.000 SHARES 743,205 743,205
BLACKSTONE INC (BX) 1,911.000 SHARES 329,495 329,495
BNP PARIBAS (BNPQY) 4,985.000 SHARES 152,845 152,845
BOOKING HOLDINGS INC (BKNG) 222.000 SHARES 1,102,989 1,102,989
BOOKING HOLDINGS INC (BKNG) 3.000 SHARES 14,905 14,905
BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL (BFAM) 3,387.000 SHARES 375,449 375,449
CAMDEN PEROPERTY TRUST-SBI (CPT) 1,258.000 SHARES 145,978 145,978
CAMTEK LTD (CAMT) 3,607.000 SHARES 291,337 291,337
CANADIAN NATIONAL RAILWAY CO (CNI) 4,086.000 SHARES 414,770 414,770
CANADIAN NATIONAL RAILWAY COMPANY (CNI) 2,529.000 SHARES 256,719 256,719
CARMAX INC (KMX) 5,621.000 SHARES 459,573 459,573
CARRIER GLOBAL CORPORATION (CARR) 8,846.000 SHARES 603,828 603,828
CAVCO INDS INC DEL (CVCO) 303.000 SHARES 135,208 135,208
CBOE HOLDINGS INC (CBOE) 1,494.000 SHARES 251,480 251,480
CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) 1,636.000 SHARES 305,441 305,441
CHEMED CORPORATION (CHE) 399.000 SHARES 211,390 211,390
CHOICE HOTELS INTERNATIONAL INC (CHH) 71.000 SHARES 10,081 10,081
CHOICE HOTELS INTL INC (CHH) 2,072.000 SHARES 294,183 294,183
CHUBB LTD (CB) 1,435.000 SHARES 396,491 396,491
CHUGAI PHARMACEUTICAL LTD (CHGCY) 23,866.000 SHARES 531,424 531,424
CINCINNATI FINANCIAL CORP (CINF) 1,665.000 SHARES 239,260 239,260
CLOROX CO (CLX) 1,071.000 SHARES 173,941 173,941
COHEN & STEERS INC (CNS) 1,519.000 SHARES 140,264 140,264
COLOPLAST A S (CLPBY) 14,605.000 SHARES 159,443 159,443
COLUMBIA SPORTSWEAR CO (COLM) 2,088.000 SHARES 175,246 175,246
COMMERCE BANCSHARES INC (CBSH) 2,726.000 SHARES 169,857 169,857
COMPAGNIE DE SAINT GOBAIN (CODYY) 23,643.000 SHARES 419,616 419,616
COOPER COMPANIES INC (COO) 252.000 SHARES 23,166 23,166
COOPER COMPANIES INC (COO) 3,157.000 SHARES 290,223 290,223
CORMEDIX INC (CRMD) 21,351.000 SHARES 172,943 172,943
CREDICORP LTD (BAP) 1,161.000 SHARES 212,835 212,835
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) 3,028.000 SHARES 1,036,060 1,036,060
CUBESMART (CUBE) 3,725.000 SHARES 159,616 159,616
CULLEN FROST BANKERS INC (CFR) 1,485.000 SHARES 199,361 199,361
DAIFUKU CO LTD (DFKCY) 17,943.000 SHARES 188,384 188,384
DANAHER CORPORATION (DHR) 1,898.000 SHARES 435,686 435,686
DASSAULT SYSTEMS S A (DASTY) 12,051.000 SHARES 418,037 418,037
DBS GROUP HOLDINGS LTD (DBSDY) 6,093.000 SHARES 781,074 781,074
DEERE & CO (DE) 1,799.000 SHARES 762,236 762,236
DELCATH SYS INC (DCTH) 7,072.000 SHARES 85,147 85,147
DENSO CORP (DNZOY) 16,046.000 SHARES 226,104 226,104
DEUTSCHE TELEKOM AG (DTEGY) 14,063.000 SHARES 420,709 420,709
DISCO CORP (DSCSY) 7,750.000 SHARES 210,715 210,715
DOLBY LABORATORIES INC CL A (DLB) 2,650.000 SHARES 206,965 206,965
DONALDSON CO INC (DCI) 3,456.000 SHARES 232,762 232,762
EAST WEST BANCORP INC (EWBC) 1,629.000 SHARES 155,993 155,993
EATON CORPORATION PLC (ETN) 5,189.000 SHARES 1,722,073 1,722,073
EDWARDS LIFESCIENCES CORP (EW) 12,922.000 SHARES 956,616 956,616
ELEVANCE HEALTH INC (ELV) 1,825.000 SHARES 673,243 673,243
ELI LILLY & CO (LLY) 2,346.000 SHARES 1,811,112 1,811,112
ENOVA INTERNATIONAL INC (ENVA) 1,882.000 SHARES 180,446 180,446
EPIROC AKTIEBOLAG (EPOKY) 12,989.000 SHARES 226,359 226,359
EPIROC AKTIEBOLAG (EPOKY) 14,234.000 SHARES 248,056 248,056
EXLSERVICE HOLDINGS INC (EXLS) 6,082.000 SHARES 269,919 269,919
EXPEDITORS INTL WASH INC (EXPD) 1,667.000 SHARES 184,654 184,654
F5 INC (FFIV) 894.000 SHARES 224,814 224,814
FACTSET RESEARCH SYSTEMS INC (FDS) 709.000 SHARES 340,519 340,519
FERGUSON ENTERPRISES INC (FERG) 3,357.000 SHARES 582,675 582,675
FINANCIAL INSTITUTIONS INC (FISI) 7,321.000 SHARES 199,790 199,790
FIRST CITIZENS BANCSHARES INC CL A (FCNCA) 479.000 SHARES 1,012,137 1,012,137
FIRST FINANCIAL BANCORP-OHIO (FFBC) 7,869.000 SHARES 211,519 211,519
FISERV INC (FI) 5,425.000 SHARES 1,114,404 1,114,404
FLOWERS FOOD INC (FLO) 7,403.000 SHARES 152,946 152,946
FOMENTO ECONOMICO MEXICANO SAB DE CV (FMX) 4,792.000 SHARES 409,668 409,668
FOUR CORNERS PROPERTY TRUST INC (FCPT) 1,251.000 SHARES 33,953 33,953
FRP HOLDINGS INC (FRPH) 1,828.000 SHARES 55,992 55,992
GE AEROSPACE (GE) 3,020.000 SHARES 503,706 503,706
GE AEROSPACE (GE) 7,649.000 SHARES 1,275,777 1,275,777
GE VERNOVA LLC (GEV) 1,913.000 SHARES 629,243 629,243
GENEDX HLDGS CORP CL A (WGS) 4,794.000 SHARES 368,467 368,467
GENMAB A S (GMAB) 7,779.000 SHARES 162,348 162,348
GENUINE PARTS CO (GPC) 1,085.000 SHARES 126,685 126,685
GRUPO FINANCIERO BANORTE SAB DE CV (GBOOY) 5,387.000 SHARES 174,049 174,049
HAIER SMART HOME CO LTD (HSHCY) 16,824.000 SHARES 238,245 238,245
HDFC BK LTD (HDB) 8,566.000 SHARES 547,025 547,025
HENRY JACK & ASSOCIATES INC (JKHY) 1,071.000 SHARES 187,746 187,746
HUBBELL INCORPORATED (HUBB) 2,975.000 SHARES 1,246,198 1,246,198
HUBBELL INCORPORATED (HUBB) 386.000 SHARES 161,692 161,692
ICICI BANK LTD (IBN) 21,085.000 SHARES 629,598 629,598
IDEX CORP (IEX) 1,114.000 SHARES 233,149 233,149
IDEXX LABORATORIES CORP (IDXX) 1,592.000 SHARES 658,196 658,196
ILLUMINA INC (ILMN) 3,109.000 SHARES 415,455 415,455
INFINEON TECHNOLOGIES AG (IFNNY) 14,132.000 SHARES 459,502 459,502
INNODATA INC (INOD) 20,910.000 SHARES 826,363 826,363
INTAPP INC (INTA) 9,614.000 SHARES 616,161 616,161
INTERNATIONAL BANCSHARES CORP (IBOC) 2,227.000 SHARES 140,657 140,657
INTERPUBLIC GROUP OF COS INC (IPG) 5,664.000 SHARES 158,705 158,705
INTUIT INC (INTU) 1,402.000 SHARES 881,157 881,157
JONES LANG LASALLE INC (JLL) 1,034.000 SHARES 261,747 261,747
JPMORGAN CHASE & CO (JPM) 151.000 SHARES 36,196 36,196
KINGSTONE COMPANIES INC (KINS) 3,238.000 SHARES 49,185 49,185
KKR & CO INC (KKR) 14,855.000 SHARES 2,197,203 2,197,203
KLA CORPORATION (KLAC) 596.000 SHARES 375,552 375,552
KOMATSU LTD (KMTUY) 9,063.000 SHARES 250,855 250,855
KONINKLIJKE PHILIPS N V (PHG) 5,284.000 SHARES 133,791 133,791
KRYSTAL BIOTECH INC (KRYS) 2,244.000 SHARES 351,545 351,545
KT CORP (KT) 31,902.000 SHARES 495,119 495,119
L OREAL CO (LRLCY) 6,681.000 SHARES 472,995 472,995
LAMAR ADVERTISING COMPANY (LAMR) 1,580.000 SHARES 192,349 192,349
LINCOLN ELEC HOLDINGS INC (LECO) 906.000 SHARES 169,848 169,848
LLOYDS BANKING GROUP PLC (LYG) 114,348.000 SHARES 311,027 311,027
LONDON STK EXCHANGE GROUP (LNSTY) 13,989.000 SHARES 494,273 494,273
LONZA GROUP AG ZUERICH (LZAGY) 3,795.000 SHARES 224,372 224,372
LOWES COMPANIES INC (LOW) 1,869.000 SHARES 461,269 461,269
LOWES COMPANIES INC (LOW) 102.000 SHARES 25,174 25,174
M TRON INDUSTRIES INC (MPTI) 3,752.000 SHARES 181,709 181,709
MAKEMYTRIP LIMITED (MMYT) 7,651.000 SHARES 859,054 859,054
MANULIFE FINANCIAL CORP (MFC) 17,663.000 SHARES 542,431 542,431
MASCO CORP (MAS) 2,079.000 SHARES 150,873 150,873
MASTERCARD INCORPORATED (MA) 3,923.000 SHARES 2,065,734 2,065,734
MCCORMICK & CO INC NONVOTING (MKC) 1,957.000 SHARES 149,202 149,202
MEDPACE HOLDINGS INC (MEDP) 836.000 SHARES 277,744 277,744
MEDPACE HOLDINGS INC COM (MEDP) 497.000 SHARES 165,118 165,118
MERCADOLIBRE INC (MELI) 144.000 SHARES 244,863 244,863
MERCK & CO INC (MRK) 315.000 SHARES 31,336 31,336
MERCK KGAA (MKKGY) 10,478.000 SHARES 303,579 303,579
META PLATFORMS INC CLASS A (META) 101.000 SHARES 59,137 59,137
MGM RESORTS INTERNATIONAL (MGM) 248.000 SHARES 8,593 8,593
MICROSOFT CORP (MSFT) 5,254.000 SHARES 2,214,561 2,214,561
MICROSOFT CORP (MSFT) 6,883.000 SHARES 2,901,185 2,901,185
MIDLAND STATES BANCORP INC (MSBI) 5,929.000 SHARES 144,668 144,668
MITSUBISHI UFJ FINANCIAL GROUP INC (MUFG) 23,526.000 SHARES 275,725 275,725
MODINE MANUFACTURING CO (MOD) 6,845.000 SHARES 793,541 793,541
MOELIS & COMPANY (MC) 4,175.000 SHARES 308,449 308,449
MTU AERO ENGINES AG (MTUAY) 1,754.000 SHARES 292,418 292,418
MUELLER WATER PRODUCTS INC SER A (MWA) 12,886.000 SHARES 289,935 289,935
NINTENDO CO LTD (NTDOY) 32,835.000 SHARES 483,889 483,889
NOMAD FOODS LTD (NOMD) 25,036.000 SHARES 420,104 420,104
NORDSON CORP (NDSN) 944.000 SHARES 197,523 197,523
NORTHERN TRUST CORP (NTRS) 2,119.000 SHARES 217,197 217,197
NOVO NORDISK A/S (NVO) 1,397.000 SHARES 120,170 120,170
NOVOZYMES A/S (NVZMY) 3,269.000 SHARES 185,065 185,065
NVENT ELECTRIC PLC (NVT) 7,082.000 SHARES 482,709 482,709
NVIDIA CORP (NVDA) 20,014.000 SHARES 2,687,680 2,687,680
OLD DOMINION FEIGHT LINES INC (ODFL) 4,503.000 SHARES 794,329 794,329
ONTO INNOVATION INC (ONTO) 1,195.000 SHARES 199,171 199,171
OVERSEA CHINESE BANKING CORPORATION LTD (OVCHY) 23,327.000 SHARES 570,788 570,788
P T TELEKOMUNIKASI (TLK) 14,403.000 SHARES 236,929 236,929
PACCAR INC (PCAR) 8,338.000 SHARES 867,319 867,319
PACKAGING CORP AMER (PKG) 766.000 SHARES 172,450 172,450
PAYCOM SOFTWARE INC (PAYC) 1,311.000 SHARES 268,716 268,716
PING AN INSURANCE GROUP (PNGAY) 12,062.000 143,007 143,007
PRGORESS SOFTWARE CORPORATION (PRGS) 3,253.000 SHARES 211,933 211,933
PROGRESSIVE CORP-OHIO (PGR) 3,003.000 SHARES 719,548 719,548
QUALYS INC COM (QLYS) 1,909.000 SHARES 267,680 267,680
RELX PLC (RELX) 12,828.000 SHARES 582,648 582,648
RENTOKIL INITIAL PLC (RTO) 14,138.000 SHARES 357,974 357,974
ROCHE HOLDING LTD (RHHBY) 11,274.000 SHARES 397,307 397,307
ROCHE HOLDING LTD (RHHBY) 13,609.000 SHARES 479,595 479,595
ROCKWELL AUTOMATION INC (ROK) 4,428.000 SHARES 1,265,478 1,265,478
ROYAL BANK OF CANADA (RY) 245.000 SHARES 29,525 29,525
RPM INTERNATIONAL INC (RPM) 2,129.000 SHARES 261,995 261,995
S&P GLOBAL INC COM (SPGI) 2,460.000 SHARES 1,225,154 1,225,154
SAP SE (SAP) 2,197.000 SHARES 540,923 540,923
SCHNEIDER ELECTRIC SE (SBGSY) 9,401.000 SHARES 469,016 469,016
SCHNEIDER ELECTRIC SE (SBGSY) 9,605.000 SHARES 479,193 479,193
SEI INVESTMENTS CO (SEIC) 3,690.000 SHARES 304,351 304,351
SELECTIVE INSURANCE GROUP INC (SIGI) 1,664.000 SHARES 155,617 155,617
SHERWIN WILLIAMS CO (SHW) 2,722.000 SHARES 925,289 925,289
SHIMANO INC (SMNNY) 8,263.000 SHARES 112,459 112,459
SHIN ETSU CHEMICAL CO LTD (SHECY) 15,481.000 SHARES 260,839 260,839
SHIONOGI & CO LTD (SGIOY) 23,458.000 SHARES 165,613 165,613
SHOPIFY INC CL A (SHOP) 1,943.000 SHARES 206,599 206,599
SHOPIFY INC CL A (SHOP) 11,609.000 SHARES 1,234,385 1,234,385
SILGAN HOLDINGS INC (SLGN) 2,294.000 SHARES 119,403 119,403
SIMPLY GOOD FOODS COMPANY (SMPL) 5,324.000 SHARES 207,530 207,530
SNAP-ON INC (SNA) 804.000 SHARES 272,942 272,942
SONOVA HOLDING AG (SONVY) 3,070.000 SHARES 200,747 200,747
SONY GROUP CORPORATION (SONY) 22,120.000 SHARES 468,059 468,059
SONY GROUP CORPORATION (SONY) 31,799.000 SHARES 672,867 672,867
SPIRE INC (SR) 80.000 SHARES 5,427 5,427
SPRINGWORKS THERAPEUTICS INC (SWTX) 7,893.000 SHARES 285,174 285,174
SPS COMM INC (SPSC) 2,893.000 SHARES 532,283 532,283
SPX TECHNOLOGIES INC (SPXC) 6,486.000 SHARES 943,843 943,843
STAG INDUSTRIAL INC (STAG) 3,699.000 SHARES 125,101 125,101
STERIS PLC (STE) 935.000 SHARES 192,199 192,199
STERLING INFRASTRUCTURE INC (STRL) 7,145.000 SHARES 1,203,575 1,203,575
STIFEL FINANCIAL CORP (SF) 1,651.000 SHARES 175,138 175,138
STRYKER CORP (SYK) 2,896.000 SHARES 1,042,705 1,042,705
SVENSKA HANDELSBANKEN (SVNLY) 75,709.000 SHARES 391,264 391,264
SWEDBANK AB (SWDBY) 22,608.000 SHARES 446,666 446,666
SYMRISE AG (SYIEY) 9,553.000 SHARES 253,852 253,852
SYSMEX CORPORATION (SSMXY) 19,391.000 SHARES 359,858 359,858
T MOBILE US INC (TMUS) 3,014.000 SHARES 665,280 665,280
TAIWAN SEMICONDUCTOR MFG CO (TSM) 3,293.000 SHARES 650,334 650,334
TAIWAN SEMICONDUCTOR MFG CO (TSM) 8,323.000 SHARES 1,643,709 1,643,709
TAIWAN SEMICONDUCTOR MFG CO LTD (TSM) 3,397.000 SHARES 670,874 670,874
TECHTRONIC INDUSTRIES CO LTD (TTNDY) 2,893.000 SHARES 190,869 190,869
TELEFLEX INC (TFX) 1,127.000 SHARES 200,583 200,583
TENCENT HOLDINGS LIMITED (TCEHY) 6,206.000 SHARES 333,150 333,150
TENCENT HOLDINGS LIMITED (TCEHY) 8,487.000 SHARES 455,599 455,599
TERADYNE INC (TER) 1,444.000 SHARES 181,828 181,828
TEXAS ROADHOUSE INC (TXRH) 54.000 SHARES 9,743 9,743
TEXAS ROADHOUSE INC (TXRH) 979.000 SHARES 176,641 176,641
TJX COMPANIES INC NEW (TJX) 5,743.000 SHARES 693,812 693,812
TOKYO ELECTRON LTD (TOELY) 4,502.000 SHARES 346,402 346,402
TOPBUILD CORP (BLD) 798.000 SHARES 248,449 248,449
TORO CO (TTC) 1,601.000 SHARES 128,240 128,240
TRADE DESK INC CLASS A (TTD) 3,037.000 SHARES 356,938 356,938
TRANSMEDICS GROUP INC (TMDX) 7,628.000 SHARES 475,606 475,606
TSS INC (TSSI) 14,275.000 SHARES 169,302 169,302
UBER TECHNOLOGIES INC (UBER) 7,768.000 SHARES 468,565 468,565
UFP INDUSTRIES INC (UFPI) 1,299.000 SHARES 146,332 146,332
UFP TECHNOLOGIES INC (UFPT) 1,951.000 SHARES 477,039 477,039
UNICHARM CORP (UNICY) 42,347.000 SHARES 200,852 200,852
UNITED RENTALS INC (URI) 1,324.000 SHARES 932,678 932,678
UNITEDHEALTH GROUP INC (UNH) 3,098.000 SHARES 1,567,154 1,567,154
UNITEDHEALTH GROUP INC (UNH) 59.000 SHARES 29,846 29,846
VERACYTE INC (VCYT) 9,353.000 SHARES 370,379 370,379
VISA INC CL A (V) 6,098.000 SHARES 1,927,212 1,927,212
VISA INC CL A (V) 6,624.000 SHARES 2,093,448 2,093,448
WALT DISNEY CO (DIS) 307.000 SHARES 34,184 34,184
WATERS CORP (WAT) 947.000 SHARES 351,318 351,318
WATTS WATER TECHNOLOGIES INC CL A (WTS) 782.000 SHARES 158,981 158,981
WILLIAMS SONOMA INC (WSM) 1,450.000 SHARES 268,511 268,511
WILLIS LEASE FINANCE CORP (WLFC) 1,136.000 SHARES 235,777 235,777
WORKDAY INC CLASS A (WDAY) 1,630.000 SHARES 420,588 420,588
ZEBRA TECHNOLOGIES CORP-CL A (ZBRA) 620.000 SHARES 239,456 239,456
ZOETIS INC CL A (ZTS) 4,790.000 SHARES 780,435 780,435
ZTO EXPRESS CAYMAN INC (ZTO) 8,374.000 SHARES 163,712 163,712

TY 2024 InvestmentsOtherSchedule2
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALKEON INNOVATION OFFSHORE FUND II, LP FMV 4,242,032 4,242,032
BROWN CAP MGMT INTL SMALL CO FD INSTL (BCSFX) 271,541.564 SHARES FMV 6,769,533 6,769,533
DBL PARTNERS III, L.P. FMV 17,740,675 17,740,675
DBL PARTNERS IV, L.P. FMV 17,630,330 17,630,330
GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. FMV 231,441 231,441
GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. FMV 3,430,478 3,430,478
GENERATION IM GLOBAL EQUITY FUND, LLC FMV 40,356,820 40,356,820
GENERATION IM SUSTAINABLE SOLUTIONS FUND III (B), L.P. FMV 4,602,382 4,602,382
GENERATION IM SUSTAINABLE SOLUTIONS FUND IV (B), ILP FMV 4,752,149 4,752,149
ILLUMEN CAPITAL II, LP FMV 732,394 732,394
JUST CLIMATE CAF I (B) SCSP FMV 1,403,542 1,403,542

TY 2024 LegalFeesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 9,833 0   9,833


TY 2024 OtherAssetsSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS AND INTEREST RECEIVABLE 86,955 77,652 77,652
INVESTMENT DISTRIBUTION RECEIVABLES 0 3,788,750 3,788,750
PROGRAM RELATED INVESTMENTS 1,550,000 1,872,982 1,872,982
RESTITUTION RECEIVABLE 0 45,864 45,864
SECURITY DEPOSIT 2,000 2,000 2,000


TY 2024 OtherDecreasesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Amount
CHANGE IN DEFERRED FEDERAL EXCISE TAX 154,552


TY 2024 OtherExpensesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 1,550 0   50
INSURANCE 16,128 0   17,508
OFFICE AND OTHER EXPENSES 89,050 0   86,171
OTHER INVESTMENT EXPENSES 42,227 42,227   0
OTHER DEDUCTIONS THRU SCHEDULE K-1'S 788,524 773,688   0


TY 2024 OtherIncomeSchedule2
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION PROCEEDS 6 6 6
PROGRAM-RELATED INVESTMENTS INTEREST 3,000 3,000 3,000
ORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S 7 7 7
OTHER INCOME (LOSS) THRU SCHEDULE K-1 -67,407 -67,407 -67,407
RESTITUTION 45,952   45,952


TY 2024 OtherIncreasesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Amount
UNREALIZED GAIN ON INVESTMENTS 11,118,847


TY 2024 OtherLiabilitiesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 911,655 1,066,207


TY 2024 OtherProfessionalFeesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION MANAGEMENT 277,060 0   277,060
INFORMATION TECHNOLOGY CONSULTANTS 10,752 0   10,919
INVESTMENT MANAGEMENT AND ADVISORY 1,004,065 1,004,065   0
PHILANTHROPIC AND OTHER CONSULTANTS 113,642 0   108,255


TY 2024 TaxesSchedule
Name:
THE EDUCATIONAL FOUNDATION OF AMERICA
 
C/O INTENTIONAL PHILANTHROPY
EIN:
13-3424750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 317,650 0   0
STATE UNRELATED BUSINESS INCOME TAX 250 0   0
FOREIGN TAXES WITHHELD 92,927 92,927   0
FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S 28,086 28,086   0