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 SUMMIT CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1717 K STREET NW 1050
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC200065321
A Employer identification number

52-1743817
B Telephone number (see instructions)

(202) 912-2900
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$159,046,230J 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 130 130  
4 Dividends and interest from securities... 772,032 1,679,370  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,384,398
b Gross sales price for all assets on line 6a 29,448,444
7 Capital gain net income (from Part IV, line 2)... 16,196,250
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
2,805 468,494  
12 Total. Add lines 1 through 11........ 17,159,365 18,344,244  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,524,410 403,600   1,120,810
14 Other employee salaries and wages...... 1,205,545 0   1,205,545
15 Pension plans, employee benefits....... 703,698 117,044   586,654
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
108,932 0   108,932
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,989 5,299   47,690
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
898,848 395,376   503,472
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
107,938 0   0
19 Depreciation (attach schedule) and depletion... 196,013 0  
20 Occupancy.............. 257,395 0   257,395
21 Travel, conferences, and meetings....... 90,124 0   90,124
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
244,264 871,042   244,264
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,390,156 1,792,361   4,164,886
25 Contributions, gifts, grants paid....... 7,258,753 7,254,053
26 Total expenses and disbursements. Add lines 24 and 25 12,648,909 1,792,361   11,418,939
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,510,456
b Net investment income (if negative, enter -0-) 16,551,883
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............. 160,634 194,457 194,457
2 Savings and temporary cash investments......... 35,950,082 3,504,610 3,504,610
3 Accounts receivable right arrow5,042,215
Less: allowance for doubtful accounts right arrow   3,492,002 5,042,215 5,042,215
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.......... 54,256 79,356 79,356
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
15,093,271 		15,093,271
b Investments—corporate stock (attach schedule)....... 17,567,388 Click to see attachment
List of Attached Documents:
// Content
26,795,035 		26,795,035
c Investments—corporate bonds (attach schedule)....... 5,268,609 Click to see attachment
List of Attached Documents:
// Content
9,739,306 		9,739,306
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).......... 95,579,310 Click to see attachment
List of Attached Documents:
// Content
95,354,787 		95,354,787
14 Land, buildings, and equipment: basis right arrow1,796,793
Less: accumulated depreciation (attach schedule) right arrow1,348,034 537,951 Click to see attachment
List of Attached Documents:
// Content
448,759 		448,759
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,758,382 		Click to see attachment
List of Attached Documents:
// Content
2,794,434 		Click to see attachment
List of Attached Documents:
// Content
2,794,434
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 161,368,614 159,046,230 159,046,230
Liabilities 17 Accounts payable and accrued expenses.......... 404,720 292,316
18 Grants payable................. 4,290,300 4,296,000
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
2,028,661 		Click to see attachment
List of Attached Documents:
// Content
2,063,301
23 Total liabilities (add lines 17 through 22)......... 6,723,681 6,651,617
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........... 154,644,933 152,394,613
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)..... 154,644,933 152,394,613
30 Total liabilities and net assets/fund balances (see instructions). 161,368,614 159,046,230
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
154,644,933
2
Enter amount from Part I, line 27a .....................
2
4,510,456
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
159,155,389
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,760,776
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
152,394,613
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 ACACIA INSTITUTIONAL PARTNERS, LP P 2024-01-01 2024-12-31
c CEP III FEEDER, LP P 2024-01-01 2024-12-31
d DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP P 2024-01-01 2024-12-31
e FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP P 2024-01-01 2024-12-31
FOCUSED INVESTORS FUND LP P 2024-01-01 2024-12-31
GAIP 2019 (BERMUDA) AIV, LP P 2024-01-01 2024-12-31
GAIP 2019 AIV B, LP P 2024-01-01 2024-12-31
GENERAL ATLANTIC INVESTMENT PARTNERS 2019, LP P 2024-01-01 2024-12-31
OWNERSHIP CAPITAL GLOBAL EQUITY (USD) FUND, LP P 2024-01-01 2024-12-31
PALMER SQUARE MULTI-ASSET CREDIT FUND LLC P 2024-01-01 2024-12-31
RETHINK IMPACT, LP P 2024-01-01 2024-12-31
THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY EXCLUSION P 2024-01-01 2024-12-31
TERRA ALPHA CONCENTRATED STRATEGY FUND LP P 2024-01-01 2024-12-31
TECHNOLOGY IMPACT FUND, LP P 2024-01-01 2024-12-31
TRUEBRIDGE CAPITAL PARTNERS FUND VIII, LP P 2024-01-01 2024-12-31
ANGELENO INVESTORS NEW FORESTS CO-INVEST LP P 2024-01-01 2024-12-31
DENHAM COMMODITY PARTNERS FUND V LP P 2024-01-01 2024-12-31
PEG POOLED VENTURE CAPITAL PRIVATE INVESTORS II LLC P 2024-01-01 2024-12-31
THE OVERLOOK PARTNERS FUND LP P 2024-01-01 2024-12-31
ROCKEFELLER ACCESS FUND I, LLC P 2024-01-01 2024-12-31
ROCKEFELLER CLEANTECH VENTURES FUND, LLC P 2024-01-01 2024-12-31
2006 SPECIAL GLOBAL OPPORTUNITIES, LLC P 2024-01-01 2024-12-31
AQUA-SPARK COOPERATIVE U.A. P 2024-01-01 2024-12-31
PHAROS/LEVITRONIX P 2024-01-01 2024-12-31
GENERATION IM GLOBAL EQUITY P 2024-01-01 2024-12-31
TACONIC OFFSHORE FUND 1.5 LTD P 2024-01-01 2024-12-31
CADENCE HEALTH P 2024-01-01 2024-12-31
(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 17,300,030   12,814,863 4,485,167
b 155,007     155,007
c 4,192     4,192
d 145,129     145,129
e     8,280 -8,280
68,513     68,513
46,012     46,012
1,585     1,585
60,637   44,832 15,805
10,513     10,513
    4,702 -4,702
116,400     116,400
447,281     447,281
103,187     103,187
    474 -474
311     311
315,737   20,041 295,696
    13,369 -13,369
    311,206 -311,206
623,906   536,708 87,198
    6,047 -6,047
    9,224 -9,224
    6 -6
175,747   176,382 -635
2,000,007   249,183 1,750,824
4,853,393     4,853,393
3,646,914     3,646,914
317,066     317,066
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,485,167
b       155,007
c       4,192
d       145,129
e       -8,280
      68,513
      46,012
      1,585
      15,805
      10,513
      -4,702
      116,400
      447,281
      103,187
      -474
      311
      295,696
      -13,369
      -311,206
      87,198
      -6,047
      -9,224
      -6
      -635
      1,750,824
      4,853,393
      3,646,914
      317,066
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 16,196,250
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) 1 230,071
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........................... 3 230,071
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- ..... 5 230,071
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 130,972
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 103,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 233,972
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 3,740
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 10 161
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow161 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowDC, DE, NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SUMMITFDN.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (202) 912-2900

Located atright arrow1717 K STREET NW SUITE 1050WASHINGTONDC ZIP+4right arrow200065321
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowRP
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
Yes
 
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
Yes
 
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
Yes
 
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
 
No
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
ALEXIS SANT PRESIDENT
40.00 		395,831 75,910 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
SIOBAN REYES VICE PRESIDENT
40.00 		329,353 44,358 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
JASON HICKS TREASURER
40.00 		351,021 76,934 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
JENNIFER RUFFNER ASSISTANT SECRETARY
40.00 		180,902 51,674 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
KATHERINE BANKS CFO
40.00 		243,969 34,486 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
ROGER SANT CHAIRMAN
4.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
SHARI SANT SECRETARY
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
ALISON SANT JOHNSON TRUSTEE
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
CHRISSIE SANT TRUSTEE
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
JOHN SANT TRUSTEE
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
MICHAEL SANT TRUSTEE
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
SHIRA SAPERSTEIN TRUSTEE
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
CRISTIAN SAMPER TRUSTEE
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
LINDI VON MUTIUS TRUSTEE
3.00 		0 0 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
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
KATHERINE HALL PROGRAM DIRECTOR
40.00 		242,333 74,222 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
CHERI RECCHIA PROGRAM DIRECTOR
40.00 		241,936 41,907 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
NICKOLAS SIFUENTES PROGRAM DIRECTOR
40.00 		243,923 38,814 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
PAVLA TEIE EXECUTIVE ASSISTANT
40.00 		133,660 60,540 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
JUSTIN DAVIS OPERATIONS MANAGER
40.00 		102,470 21,300 0
1717 K STREET SUITE 1050
WASHINGTON,DC200065321
Total number of other employees paid over $50,000...................right arrow 3
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
CAMBRIDGE ASSOCIATES INVESTMENT CONSULTING 359,008
115 FEDERAL ST SUITE 2600
BOSTON,MA02110
MRAG AMERICAS INC CONSULTANTS 121,122
65 EASTERN AVE
ESSEX,MA01929
BERNUTH & WILLIAMSON CONSULTANTS 88,800
2000 P ST NW 730
WASHINGTON,DC20036
ARENTFOX SCHIFF LEGAL SERVICES 85,057
1717 K STREET NW
WASHINGTON,DC20006
CBIZ AUDIT SERVICES 52,989
5959 ROCKSIDE WOODS BLVD NORTH
SUITE 600
CLEVELAND,OH44131
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  
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 FUNDAECO: FUNDAECO IS AN ORGANIZATION THAT PROTECTS CRITICAL HABITAT IN GUATEMALA. 400,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow400,000
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
47,777,144
b
Average of monthly cash balances.......................
1b
10,709,383
c
Fair market value of all other assets (see instructions)................
1c
102,031,364
d
Total (add lines 1a, b, and c).........................
1d
160,517,891
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
160,517,891
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,407,768
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
158,110,123
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,905,506
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
7,905,506
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
230,071
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
230,071
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,675,435
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,675,435
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
7,675,435
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
11,418,939
b
Program-related investments—total from Part VIII-B..................
1b
400,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
106,820
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
11,925,759
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 7,675,435
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,817,562
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,679,391
b From 2020...... 1,194,926
c From 2021...... 452,381
d From 2022...... 3,902,923
e From 2023...... 5,802,499
f Total of lines 3a through e ........ 14,032,120
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 11,925,759
a Applied to 2023, but not more than line 2a 1,817,562
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..... 7,675,435
e Remaining amount distributed out of corpus 2,432,762
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 16,464,882
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) ... 		2,679,391
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		13,785,491
10 Analysis of line 9:
a Excess from 2020.... 1,194,926
b Excess from 2021.... 452,381
c Excess from 2022.... 3,902,923
d Excess from 2023.... 5,802,499
e Excess from 2024.... 2,432,762
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

ALBUQUERQUE COMMUNITY FOUNDATION

624 TIJERAS NW
ALBUQUERQUE,NM87102 		N/A PC BUILDING TRANSPORTATION EQUITY AND SAFETY IN ALBUQUERQUE, NEW MEXICO 40,000

ALLIANCE FOR A JUST SOCIETY

3518 SOUTH EDMUNDS STREET
SEATTLE,WA98118 		N/A PC STATE DOT REFORM 37,500

AMERICAN COUNCIL FOR AN ENERGY EFFICIENT ECONOMY

529 14TH STREET NW SUITE 600
WASHINGTON,DC20045 		N/A PC MEETING THE MOMENT: LEVERAGING TRANSFORMATIVE FEDERAL FUNDING TO ADVANCE DECARBONIZATION AND EQUITY IN BUILDINGS AND TRANSPORTATION 100,000

ASOCIACION AMA

4A CALLE 5-09 ZONA 1 BARRIO EL
CENTRO
POPTUN   PE 1712
GT 		N/A PC GENERAL OPERATING SUPPORT 50,000

ASOCIACION DE DESARROLLO SOCIO ECONOMICO INDIGENA BAYAN

BARRIO BELLA VISTA 5TA AVE 24 CALLE
LA CEIBA   AT 31101
HO 		N/A PC HOLISTIC EDUCATION FOR YOUTH IN HONDURAS 50,000

ASOCIACION GOJOVEN HONDURAS

COL ALTOS DE MIRAMONTES DIAGONAL
FRISCO LOTE NO W-20 CASA 1340 CONTI
TEGUCIGALPA   504
HO 		N/A PC SEXUAL HEALTH, REPRODUCTIVE HEALTH AND HEALTH FOR MY LIFE 70,000

ASOCIACION GUATEMALTECA DE JOVENES POR LA ADOLESCENCIA Y LA JUVENTUD

2 AV B 8-89 CIUDAD PERONIA ZONA 8
DE VILLA NUEVA
GUATEMALA   GU 502
GT 		N/A PC GENERAL OPERATING SUPPORT 10,000

ASOCIACION INTERAMERICANA PARA LA DEFENSA DEL AMBIENTE (AIDA)

50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		N/A PC IMPROVING THE WATER QUALITY AND HEALTH OF THE MOTAGUA RIVER, 2024 175,000

ASOCIACION TAN UX'IL

AVENIDA BARRIOS ISLA DE FLORES
PETEN   PE 17001
GT 		N/A PC GENERAL OPERATING SUPPORT 25,480

BLUE VENTURES CONSERVATION

MEZZANINE THE OLD LIBRARY TRINITY
ROAD ST JUDES
BRISTOL   BST BS2 0NW
UK 		N/A PC GENERAL PROGRAM SUPPORT FOR FISHERIES WORK IN BELIZE, 2025-2027 40,000

BLUE WORLD FOUNDATION INC

1900 PURDY AVENUE SUITE 803
MIAMI BEACH,FL33139 		N/A PC SEEKING TO REDUCE FISHING PRESSURE IN CARIBBEAN GUATEMALA THROUGH ALTERNATIVE LIVELIHOODS, 2024-2026 20,000

BOSTON BALLET

19 CLARENDON STREET
BOSTON,MA02116 		N/A PC GENERAL OPERATING SUPPORT 2,500

BRONX RIVER ALLIANCE INC

1 BRONX RIVER PKWY
BRONX,NY10462 		N/A PC SUSTAINABLE ENGAGEMENT AND DESIGN JUSTICE FOR THE CROSS BRONX EXPRESSWAY 25,000

CARNEGIE INSTITUTION FOR SCIENCE

5251 BROAD BRANCH ROAD NW
WASHINGTON,DC20015 		N/A PC GENERAL OPERATING SUPPORT 5,000

CASA MYRNA

451 BLUE HILL AVENUE
BOSTON,MA02121 		N/A PC GENERAL OPERATING SUPPORT 2,500

CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES)

RESIDENCIAL ROBLE OESTE BLOQUE 15
CASA 15 II ETAPA
TEGUCIGALPA   FM 11101
HO 		N/A NC RECARGA HONDURAS RESOURCE SUPPORT CENTER 26,000

CHARITIES AID FOUNDATION OF AMERICA

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		N/A PC FOR THE ORGANIZATION'S WORK WITH MINGA PERU, TO PROMOTE SUSTAINABLE CHANGE FOR INDIGENOUS WOMEN AND THEIR COMMUNITIES THROUGHOUT THE PERUVIAN AMAZON 2,000

CHISHOLM LEGACY PROJECT

300 E LOMBARD STREET SUITE 840
BALTIMORE,MD21202 		N/A PC GENERAL OPERATING SUPPORT 50,000

COINCIDIR

KM 155 CARRETERA A EL SALVADOR LOTE
8 VALLE DEL ENSUENO
SANTA CATARINA PINULA   GU 01051
GT 		N/A PC GENERAL OPERATING SUPPORT 40,000

COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND REPRODUCTIVE RIGHTS

PO BOX 40991
DENVER,CO80204 		N/A PC GENERAL OPERATING SUPPORT 50,000

CORAL REEF ALLIANCE

548 MARKET STREET SUITE 29802
SAN FRANCISCO,CA94104 		N/A PC GENERAL PROGRAM SUPPORT FOR CORAL'S WORK IN THE MESOAMERICAN REEF ECOREGION, 2025-2027 245,000

DC ABORTION FUND

PO BOX 65061
WASHINGTON,DC20035 		N/A PC GENERAL OPERATING SUPPORT 1,000

ENVIRONMENTAL LAW ALLIANCE WORLDWIDE

1412 PEARL STREET EUGENE
EUGENE,OR97401 		N/A PC GENERAL PROGRAM SUPPORT FOR APPLYING LEGAL TOOLS TO PROTECT THE MESOAMERICAN REEF, 2023-2025 300,000

FOS FEMINISTA

125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY10038 		N/A PC GENERAL OPERATING SUPPORT 125,000

FRAGMENTS OF HOPE LTD

11729 RAINTREE DR
TAMPA,FL33617 		N/A PC GENERAL OPERATING SUPPORT 2024 15,000

FRIENDS OF TURNEFFE ATOLL DBA TURNEFFE ATOLL TRUST

PO BOX 10670
BOZEMAN,MT59719 		N/A PC GENERAL OPERATING SUPPORT, 2024-2027 150,000

FUNDACION ACCESO

APARTADO POSTAL 288-2050
MONTES DE OCA   SJ 11502
CS 		N/A PC WEAVING REGIONAL NETWORKS AND CAPACITIES FOR THE COMPREHENSIVE PROTECTION OF INDIVIDUALS, COLLECTIVES AND COMMUNITIES THAT PROMOTE AND DEFEND HUMAN RIGHTS 50,000

FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION (FUNDAECO)

25 CALLE 2-39 ZONA 1
GUATEMALA   GU 01001
GT 		N/A PC SCALING UP NO-TAKE AREAS AND SUSTAINABLE FISHERIES MANAGEMENT IN CARIBBEAN GUATEMALA 2023-2024 150,000

FUNDACION PARA EL ECODESARROLLO Y LA CONSERVACION (FUNDAECO)

25 CALLE 2-39 ZONA 1
GUATEMALA   GU 01001
GT 		N/A PC SEXUAL AND REPRODUCTIVE HEALTH SERVICES FOR RURAL INDIGENOUS WOMEN IN GUATEMALA: CONSOLIDATING AND SCALING UP A SUCCESSFUL DELIVERY MODEL 150,000

GIRL RISING

PO BOX 1836
PITTSFIELD,MA01201 		N/A PC COMPARSA: FEATURE DOCUMENTARY IN COLLABORATION WITH YOUTH ACTIVISTS IN CIUDAD PERONIA, GUATEMALA. 10,000

GIRL RISING

PO BOX 1836
PITTSFIELD,MA01201 		N/A PC GIRL RISING GUATEMALA GENDER EQUITY PROGRAMMING AND CAMPAIGN 125,000

GLASSWING INTERNATIONAL USA

1300 I STREET NW SUITE 400E
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING SUPPORT 100,000

GLOBAL FUND FOR CHILDREN

1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		N/A PC ORGANIZATIONAL STRENGTHENING TO SUSTAIN GENDER-BASED VIOLENCE PREVENTION IN GUATEMALA 27,500

GLOBAL FUND FOR CHILDREN

1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		N/A PC EDUCATIONAL RECOVERY IN CENTRAL AMERICA: SUPPORTING THE CRITICAL ROLE OF CIVIL SOCIETY ORGANIZATIONS 100,000

GLOBAL FUND FOR CHILDREN

1411 K STREET NW SUITE 1200
WASHINGTON,DC20005 		N/A PC HEEL: BOOSTING YOUTH LEADERSHIP FOR GENDER JUSTICE IN CENTRAL AMERICA 150,000

GLOBAL PHILANTHROPY PARTNERSHIP

303 E WACKER DRIVE SUITE 2108
CHICAGO,IL60601 		N/A PC CLEAN RIDES NETWORK PLANNING PHASE 150,000

GLOBAL PHILANTHROPY PARTNERSHIP

303 E WACKER DRIVE SUITE 2108
CHICAGO,IL60601 		N/A PC EQUITABLE TRANSPORTATION FUND ROUNDS 4 (2023) AND 5 (2024) 100,000

GREATER GREATER WASHINGTON COMMONS

80 M STREET SE SUITE 100
WASHINGTON,DC20003 		N/A PC EQUITABLE TRANSPORTATION IN THE DMV REGION 90,000

GREEN EMPOWERMENT

PO BOX 8802
PORTLAND,OR97207 		N/A PC TRAINING FOR WOMEN IN RURAL COMMUNITIES WITH DIGITAL COMMUNITY CENTERS IN ALTA VERAPAZ, HUEHUETENANGO AND QUICHE 30,000

HEALTHY REEFS FOR HEALTHY PEOPLE INC

1525 SW 5TH STREET
FORT LAUDERDALE,FL33312 		N/A PC GENERAL OPERATING SUPPORT 2023-2024 151,300

HEALTHY REEFS FOR HEALTHY PEOPLE INC

1525 SW 5TH STREET
FORT LAUDERDALE,FL33312 		N/A PC GENERAL OPERATING SUPPORT, 2024-2027 200,000

ILLINOIS CAUCUS FOR ADOLESCENT HEALTH

2501 CHATHAM RD SUITE N SPRINGFIELD
IL 62704 UNITED STATES
SPRINGFIELD,IL62704 		N/A PC GENERAL OPERATING SUPPORT 40,000

INICIATIVA GUATEMALA

PO BOX 1153 BEALETON VA 22712
UNITED STATES
BEALETON,VA22712 		N/A PC GENERAL OPERATING SUPPORT 25,000

INNOVATION NETWORK FOR COMMUNITIES

156 GROVER LANE
TAMWORTH,NH04429 		N/A PC COMMUNITY-DRIVEN RETROFIT ACCELERATORS: AN INCLUSIVE AND SCALABLE BUILDING DECARBONIZATION STRATEGY 150,000

INSTANCIA POR LA SALUD Y EL DESARROLLO DE LAS MUJERES

6A CALLE 1-36 ZONA 10 EDIFICIO
VALSARI 7O NIVEL OFICINA 702
GUATEMALA   GU 01001
GT 		N/A PC EMPOWERING YOUTH TO EXERCISE THEIR SEXUAL AND REPRODUCTIVE RIGHTS IN GUATEMALA 60,000

INSTITUTE FOR LOCAL SELF-RELIANCE INC

2720 E 22ND STREET
MINNEAPOLIS,MN55406 		N/A PC ENERGY DEMOCRACY INITIATIVE 50,000

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA91950 		N/A PC DESIGNATED FOR THE FRIENDS OF CENTRO MUJERES FUND 2,000

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA91950 		N/A PC SUPPORTING THE DEVELOPMENT OF CIVIL SOCIETY ORGANIZATION PLATFORMS IN GUATEMALA 21,200

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA91950 		N/A PC GENERAL PROGRAM SUPPORT FOR LOCAL SOLUTIONS FOR SCALING IMPACT IN MEXICO AND THE WIDER MESOAMERICAN REEF FOR RESILIENT COMMUNITIES, SUSTAINABLE FISHERIES AND HEALTHY OCEANS 42,400

INTERNATIONAL COMMUNITY FOUNDATION

2505 N AVENUE
NATIONAL CITY,CA91950 		N/A PC IMPROVING FISHERIES IN THE MESOAMERICAN REEF AND WATER QUALITY IN THE MAYAN AQUIFER, 2025-2027 225,000

INTERNEWS NETWORK

PO BOX 4448
ARCATA,CA95518 		N/A PC STRENGTHENING FISHERIES REPORTING IN BELIZE 5,000

ISLAND PRESS

2000 M STREET NW SUITE 480-B
WASHINGTON,DC20036 		N/A PC SUPPORTING THOUGHT LEADERSHIP ON SUSTAINABLE CITIES 75,000

JANE'S DUE PROCESS INC

1401 LAVACA STREET PMB 41363
AUSTIN,TX75227 		N/A PC GENERAL OPERATING SUPPORT 50,000

LATIN AMERICA WORKING GROUP EDUCATION FUND

1301 CONNECTICUT AVENUE SUITE 600
WASHINGTON,DC20036 		N/A PC GENERAL OPERATING SUPPORT 1,000

LIGHTHOUSE BLACK GIRL PROJECTS THE

PO BOX 607
JACKSON,MS39205 		N/A PC GENERAL OPERATING SUPPORT 50,000

LIGHTHOUSE BLACK GIRL PROJECTS THE

PO BOX 607
JACKSON,MS39205 		N/A PC GENERAL OPERATING SUPPORT 10,000

MAIA

1031 33RD STREET SUITE 176
DENVER,CO80205 		N/A PC GENERAL OPERATING SUPPORT 45,000

MARALLIANCE

2000 EDWARDS STREET SUITE B-100
HOUSTON,TX77007 		N/A PC STRENGTHENING MARALLIANCES ROLE IN CONSERVATION AND COMMUNITY ENGAGEMENT IN BELIZE AND HONDURAS 15,000

MESOAMERICAN REEF FUND

22 AVENIDA 0-59 ZONA 15 VISTA
HERMOSA II
GUATEMALA   GU 01015
GT 		N/A PC GENERAL OPERATING SUPPORT 25,000

MESOAMERICAN REEF FUND

22 AVENIDA 0-59 ZONA 15 VISTA
HERMOSA II
GUATEMALA   GU 01015
GT 		N/A PC GENERAL OPERATING SUPPORT 250,000

MONGABAY

1259 EL CAMINO REAL 150
MENLO PARK,CA94025 		N/A PC SOLUTIONS JOURNALISM PROJECT ON THE MANAGEMENT OF THE MESOAMERICAN REEF, WITH A FOCUS ON BELIZE 50,000

MOTHERS OUT FRONT

PO BOX 55071 23686
BOSTON,MA02205 		N/A PC GENERAL OPERATING SUPPORT 100,000

MULTIPLIER

548 MARKET STREET PMB 81178
SAN FRANCISCO,CA94104 		N/A PC COMBATTING OCEAN SEWAGE 2024 5,000

NATIONAL ASSOCIATION OF CITY TRANSPORTATION OFFICIALS

120 PARK AVENUE 21ST FLOOR
NEW YORK,NY10017 		N/A PC CLEAN RIDES PARTNERSHIP 50,000

NEW JERSEY ENVIRONMENTAL JUSTICE ALLIANCE

45 ACADEMY ST SUITE 205
NEWARK,NJ07102 		N/A PC GENERAL OPERATING SUPPORT 20,000

NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BLVD
BRONX,NY10458 		N/A PC GENERAL OPERATING SUPPORT 5,000

OCEANA INC

1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		N/A PC GENERAL PROGRAM SUPPORT FOR FISHERIES WORK IN MEXICO, 2024 20,000

OCEANA INC

1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		N/A PC ASSESSING AND STRENGTHENING OCEANA'S SECURITY IN BELIZE 45,000

OCEANA INC

1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		N/A PC GENERAL PROGRAM SUPPORT FOR OCEANA'S WORK IN BELIZE, 2023-2026 175,000

ORGANIZATION FOR YOUTH EMPOWERMENT

3351 18TH STREET NW
WASHINGTON,DC20010 		N/A PC GENERAL OPERATING SUPPORT 40,000

PANORAMA GLOBAL

2101 4TH AVENUE SUITE 2100
SEATTLE,WA98121 		N/A PC TRANSFORMING SYSTEMS TO BENEFIT NATIVE AMERICAN COMMUNITIES BY INVESTING IN THE RISING GENERATION OF INDIGENOUS GIRLS AND 2SLGBTQ YOUNG PEOPLE 75,000

PIEDMONT ENVIRONMENTAL COUNCIL

PO BOX 460
WARRENTON,VA20188 		N/A PC TRANSPORTATION AND SMART GROWTH FOR THE WASHINGTON DC REGION TO ACHIEVE CLIMATE AND EQUITY GOALS 30,000

POPULATION COUNCIL INC

ONE DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017 		N/A PC CONSOLIDATING THE LEGACY OF THE ABRIENDO OPORTUNIDADES PROGRAM FOR INDIGENOUS GIRLS AND MENTORS IN MOMOSTENANGO 125,000

POPULATION COUNCIL INC

ONE DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017 		N/A PC RESOURCE CENTER FOR EQUITABLE EDUCATIONAL RECOVERY IN GUATEMALA 30,000

PROTEUS FUND

275 MADISON AVENUE SUITE 600
NEW YORK,NY10016 		N/A PC THIRD WAVE FUND 20,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607 		N/A PC BUILDING POWER WITH RISE UP GIRLS NETWORKS TO ADVANCE GENDER EQUITY IN GUATEMALA AND HONDURAS 150,000

REGIONAL PLAN ASSOCIATION INC

1 WHITEHALL ST 16TH FLOOR
NEW YORK,NY10004 		N/A PC ENSURING CLIMATE AND EQUITY IN NEW YORK TRANSPORTATION SPENDING 50,000

REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC

47 KEARNY STREET ITE 600
SAN FRANCISCO,CA94108 		N/A PC GENERAL OPERATING SUPPORT 25,000

RIDERS ALLIANCE INC

150 BROADWAY SUITE 1005
NEW YORK,NY10038 		N/A PC SUPPORTING NYSDOT REFORM & NYC BUS IMPROVEMENT 50,000

ROCKEFELLER PHILANTHROPY ADVISORS

120 BROADWAY SUITE 3475
NEW YORK,NY10271 		N/A PC STATE-LEVEL DOT REFORM 25,434

SEATTLE INTERNATIONAL FOUNDATION

1601 5TH AVENUE SUITE 1900
SEATTLE,WA98101 		N/A SO I 2024 CENTRAL AMERICA DONORS FORUM 20,000

SEATTLE INTERNATIONAL FOUNDATION

1601 5TH AVENUE SUITE 1900
SEATTLE,WA98101 		N/A SO I GENERAL PROGRAM SUPPORT FOR CAMY FUND 150,000

SHARED-USE MOBILITY CENTER

222 MERCHANDISE MART PLAZA SUITE
570
CHICAGO,IL60654 		N/A PC GENERAL OPERATING SUPPORT 30,000

SHE'S THE FIRST INC

590 AVENUE OF THE AMERICAS 8TH
FLOOR
NEW YORK,NY10011 		N/A PC ELLAS AL FRENTE: A TRAINING INITIATIVE TO INCREASE GIRLS POWER IN EMERGING CBOS IN GUATEMALA, HONDURAS, AND EL SALVADOR 25,000

SMART GROWTH AMERICA

1350 I STREET NW SUITE 425
WASHINGTON,DC20005 		N/A PC TRANSPORTATION POLICY REFORM (CLEAN RESPONSIBLE INVESTMENTS TO DECREASE EMISSIONS IN STATES) 150,000

SMITHSONIAN INSTITUTION

OFFICE OF SPONSORED PROJECTS PO BOX
37012 MRC 1205
WASHINGTON,DC20013 		N/A PC SUPPORTING MARINE RESOURCE MANAGEMENT IN THE MESOAMERICAN REEF REGION, 2024 - 2026 50,000

SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		N/A PC LOCAL CLEAN ENERGY ALLIANCE 35,000

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805 		N/A PC DIVERSE CITY FUND - FINANCIAL AND SOCIAL CAPITAL FOR RACIAL AND SOCIAL JUSTICE 1,000

SOUTHEAST SUSTAINABILITY DIRECTORS NETWORK

9 VON RUCK TERRACE
ASHEVILLE,NC28801 		N/A PC LEVERAGING NETWORKS TO ACCELERATE LOCAL CLIMATE ACTION 75,000

SPRING STREET CLIMATE FUND

PO BOX 24685
BROOKLYN,NY11202 		N/A PC NEW AMBITION IN NEW YORK: LEADING ON TRANSPORTATION INVESTMENT AND BUILDING DECARBONIZATION 50,000

STAND

548 MARKET STREET SUITE 74196
SAN FRANCISCO,CA94104 		N/A PC SAFE CITIES: FAST TRACKING CLEAN ENERGY SOLUTIONS 75,000

STICHTING RUTGERS

PO BOX 9022
UTRECHT   UT 3506 GA
NL 		N/A PC YIELD COLLECTIVE ACTION LEARNING HUB 75,000

TAHIRIH JUSTICE CENTER

6400 ARLINGTON BOULEVARD SUITE 400
FALLS CHURCH,VA22042 		N/A PC GENERAL SUPPORT OF EFFORTS TO ASSIST REFUGEE WOMEN AND CHILDREN FLEEING GENDER-BASED VIOLENCE AND TO ADVOCATE FOR BETTER POLICIES TO PROTECT THEM 3,000

TEEN HEALTH MISSISSIPPI

125 S CONGRESS STREET SUITE 1330
JACKSON,MS39201 		N/A PC GENERAL OPERATING SUPPORT 40,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		N/A PC ORGANIZING FOR A CLEAN ECONOMY IN THE HUDSON VALLEY 30,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		N/A PC SHIFTING TRANSPORTATION POLICY AND NARRATIVES TOWARDS CLIMATE JUSTICE AND UNIVERSAL MOBILITY 50,000

TRANSPORTATION CHOICES COALITION

1402 3RD AVENUE SUITE 310
SEATTLE,WA98101 		N/A PC GENERAL OPERATING SUPPORT 33,239

TRI-STATE TRANSPORTATION CAMPAIGN

231 W 29TH STREET SUITE 904
NEW YORK,NY10001 		N/A PC GENERAL OPERATING SUPPORT 100,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		N/A PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF BRITISH COLUMBIA

102-6190 AGRONOMY ROAD
VANCOUVER   V6T 1Z3
CA 		N/A PC ASSESSING FISHING MORTALITY FOR KEY SPECIES IN THE MESOAMERICAN REEF 6,000

UNIVERSITY OF BRITISH COLUMBIA

102-6190 AGRONOMY ROAD
VANCOUVER   V6T 1Z3
CA 		N/A PC ASSESSING FISHERIES SUSTAINABILITY IN BELIZE AND THE WIDER MESOAMERICAN REEF 95,000

URBAN SUSTAINABILITY DIRECTORS NETWORK

500 WESTOVER DRIVE 14973
SANFORD,NC27330 		N/A PC ADVANCING JUST CLIMATE ACTION IN THE BUILT ENVIRONMENT 125,000

URBAN SUSTAINABILITY DIRECTORS NETWORK

500 WESTOVER DRIVE 14973
SANFORD,NC27330 		N/A PC LEVERAGING NETWORKS TO ACCELERATE LOCAL CLIMATE ACTION 75,000

URGE UNITE FOR REPRODUCTIVE & GENDER EQUALITY

1012 14TH STREET NW SUITE 305
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING SUPPORT 50,000

WINDWARD FUND

1828 L STREET NW SUITE 300-C
WASHINGTON,DC20036 		N/A PC COLLABORATIVE FUND TO DECARBONIZE THE BUILT ENVIRONMENT 75,000

WOMEN'S JUSTICE INITIATIVEINICIATIVA DE LOS DERECHOS DE LA MUJER

PO BOX 21540
NEW YORK,NY10087 		N/A PC GENERAL OPERATING SUPPORT 30,000

WORLD RESOURCES INSTITUTE

10 G STREET NE SUITE 800
WASHINGTON,DC20002 		N/A PC ADVANCING STATE TRANSPORTATION POLICY REFORM 75,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		N/A PC IMPROVING BUFFER ZONES IN KEY WATERSHEDS TO REDUCE AGRICULTURAL RUN-OFF INTO THE MESOAMERICAN REEF, 2023-2025 150,000

GOJOVEN BELIZE ALUMNI ASSOCIATION

54 BEST BUILDING HUMMINGBIRD
HIGHWAY
BELMOPAN   CY 501
BH 		N/A PC EMPOWERING TOMORROW'S LEADERS: ADVANCING SEXUAL AND REPRODUCTIVE HEALTH THROUGH YOUTH LEADERSHIP 70,000

UNIDAD DE DESARROLLO INTEGRAL DE LA MUJER Y LA FAMILIA

COLONIA BANTRAL CALLE PRINCIPAL
CASA NO 1 CONTIGUO A LA CASETA DE S
LA CEIBA    
HO 		N/A PC BETTER MEN, FEWER AGGRESSORS: STRENGTHENING THE CAPACITY OF BOYS, YOUNG PEOPLE, AND ADOLESCENTS THROUGH ADVOCACY IN THE DEPARTMENT OF ATLANTIDA, HONDURAS 33,000
Total .................................right arrow 3a 7,254,053
bApproved for future payment

ALBUQUERQUE COMMUNITY FOUNDATION
624 TIJERAS NW
ALBUQUERQUE,NM87102 		N/A PC BUILDING TRANSPORTATION EQUITY AND SAFETY IN ALBUQUERQUE, NEW MEXICO 40,000

ASOCIACION AMA
4A CALLE 5-09 ZONA 1 BARRIO EL
CENTRO
POPTUN   PE 1712
GT 		N/A PC GENERAL OPERATING SUPPORT 50,000

ASOCIACION GOJOVEN HONDURAS
COL ALTOS DE MIRAMONTES DIAGONAL
FRISCO LOTE NO W-20 CASA 1340 CONTI
TEGUCIGALPA   504
HO 		N/A PC SEXUAL HEALTH, REPRODUCTIVE HEALTH AND HEALTH FOR MY LIFE 60,000

BLUE VENTURES CONSERVATION
MEZZANINE THE OLD LIBRARY TRINITY
ROAD ST JUDES
BRISTOL   BST BS2 0NW
UK 		N/A PC GENERAL PROGRAM SUPPORT FOR FISHERIES WORK IN BELIZE, 2025-2027 80,000

BLUE WORLD FOUNDATION INC
1900 PURDY AVENUE SUITE 803
MIAMI BEACH,FL33139 		N/A PC SEEKING TO REDUCE FISHING PRESSURE IN CARIBBEAN GUATEMALA THROUGH ALTERNATIVE LIVELIHOODS, 2024-2026 20,000

COINCIDIR
KM 155 CARRETERA A EL SALVADOR LOTE
8 VALLE DEL ENSUENO
SANTA CATARINA PINULA   GU 01051
GT 		N/A PC GENERAL OPERATING SUPPORT 40,000

CORAL REEF ALLIANCE
548 MARKET STREET SUITE 29802
SAN FRANCISCO,CA94104 		N/A PC GENERAL PROGRAM SUPPORT FOR CORAL'S WORK IN THE MESOAMERICAN REEF ECOREGION, 2025-2027 490,000

FOS FEMINISTA
125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY10038 		N/A PC GENERAL OPERATING SUPPORT 175,000

FRIENDS OF TURNEFFE ATOLL DBA TURNEFFE ATOLL TRUST
PO BOX 10670
BOZEMAN,MT59719 		N/A PC GENERAL OPERATING SUPPORT, 2024-2027 250,000

GREATER GREATER WASHINGTON COMMONS
80 M STREET SE SUITE 100
WASHINGTON,DC20003 		N/A PC EQUITABLE TRANSPORTATION IN THE DMV REGION 180,000

GREEN EMPOWERMENT
PO BOX 8802
PORTLAND,OR97207 		N/A PC TRAINING FOR WOMEN IN RURAL COMMUNITIES WITH DIGITAL COMMUNITY CENTERS IN ALTA VERAPAZ, HUEHUETENANGO AND QUICHE 30,000

HEALTHY REEFS FOR HEALTHY PEOPLE INC
1525 SW 5TH STREET
FORT LAUDERDALE,FL33312 		N/A PC GENERAL OPERATING SUPPORT, 2024-2027 400,000

INICIATIVA GUATEMALA
PO BOX 1153
BEALETON,VA22712 		N/A PC GENERAL OPERATING SUPPORT 25,000

INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUE
NATIONAL CITY,CA91950 		N/A PC IMPROVING FISHERIES IN THE MESOAMERICAN REEF AND WATER QUALITY IN THE MAYAN AQUIFER, 2025-2027 440,000

JANE'S DUE PROCESS INC
1401 LAVACA STREET PMB 41363
AUSTIN,TX75227 		N/A PC GENERAL OPERATING SUPPORT 50,000

MAIA
1031 33RD STREET SUITE 176
DENVER,CO80205 		N/A PC GENERAL OPERATING SUPPORT 45,000

NATIONAL ASSOCIATION OF CITY TRANSPORTATION OFFICIALS
120 PARK AVENUE 21ST FLOOR
NEW YORK,NY10017 		N/A PC CLEAN RIDES PARTNERSHIP 50,000

PANORAMA GLOBAL
2101 4TH AVENUE SUITE 2100
SEATTLE,WA98121 		N/A PC TRANSFORMING SYSTEMS TO BENEFIT NATIVE AMERICAN COMMUNITIES BY INVESTING IN THE RISING GENERATION OF INDIGENOUS GIRLS AND 2SLGBTQ YOUNG PEOPLE 150,000

POPULATION COUNCIL INC
ONE DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017 		N/A PC CONSOLIDATING THE LEGACY OF THE ABRIENDO OPORTUNIDADES PROGRAM FOR INDIGENOUS GIRLS AND MENTORS IN MOMOSTENANGO 250,000

SEATTLE INTERNATIONAL FOUNDATION
1601 5TH AVENUE SUITE 1900
SEATTLE,WA98101 		N/A PC GENERAL PROGRAM SUPPORT FOR CAMY FUND 150,000

SMART GROWTH AMERICA
1350 I STREET NW SUITE 425
WASHINGTON,DC20005 		N/A PC TRANSPORTATION POLICY REFORM (CLEAN RESPONSIBLE INVESTMENTS TO DECREASE EMISSIONS IN STATES) 300,000

SMITHSONIAN INSTITUTION
OFFICE OF SPONSORED PROJECTS PO BOX
37012 MRC 1205
WASHINGTON,DC20013 		N/A PC SUPPORTING MARINE RESOURCE MANAGEMENT IN THE MESOAMERICAN REEF REGION, 2024 - 2026 50,000

TIDES CENTER
PO BOX 889385
LOS ANGELES,CA90088 		N/A PC ORGANIZING FOR A CLEAN ECONOMY IN THE HUDSON VALLEY 30,000

TIDES CENTER
PO BOX 889385
LOS ANGELES,CA90088 		N/A PC SHIFTING TRANSPORTATION POLICY AND NARRATIVES TOWARDS CLIMATE JUSTICE AND UNIVERSAL MOBILITY 50,000

URBAN SUSTAINABILITY DIRECTORS NETWORK
500 WESTOVER DRIVE 14973
SANFORD,NC27330 		N/A PC ADVANCING JUST CLIMATE ACTION IN THE BUILT ENVIRONMENT 125,000

WINDWARD FUND
1828 L STREET NW SUITE 300-C
WASHINGTON,DC20036 		N/A PC COLLABORATIVE FUND TO DECARBONIZE THE BUILT ENVIRONMENT 100,000

WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800
WASHINGTON,DC20002 		N/A PC ADVANCING STATE TRANSPORTATION POLICY REFORM 75,000
Total ................................. right arrow 3b 3,705,000
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 ........... 		    14 130  
4 Dividends and interest from securities ....     14 772,032  
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 .....     18 703  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 -104,526 18 16,488,924  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    01 2,102  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -104,526 17,263,891 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
17,159,365
(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 SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 52,989 5,299   47,690

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
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
BELIZE NETWORK OF NGOS
  		2358 HIBISCUS AVENUE
BELMOPAN    
BH 		2023-11-29 15,000 BUILDING THE EFFECTIVENESS OF THE BELIZE NETWORK OF NGOS 11,780 NONE 3/27/24, 2/3/25 AND 5/30/25 2025-02-04 INTERIM REPORTS SUBMITTED 3-27-24 AND 2-3-25; FINAL REPORT DUE 5-30-25
CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES)
  		RESIDENCIAL ROBLE OESTE BLOQUE 15
CASA 15 II ETAPA
TEGUCIGALPA   FM 11101
HO 		2023-05-01 26,000 RECARGA HONDURAS RESOURCE SUPPORT CENTER 17,480 NONE 5/16/24 AND 5/15/25 2025-05-15 INTERIM REPORT SUBMITTED 5-16-24; INTERIM REPORT DUE 5-15-25; FINAL REPORT DUE 8-31-26
NEW SUN ROAD PBC
  		1301 SOUTH 46TH STREET BUILDING 112
RICHMOND,CA94804 		2023-08-18 25,000 TECHNICAL ASSISTANCE TO WOMEN LEADERS OF THE DIGITAL COMMUNITY CENTERS IN HUEHUETENANGO AND ALTA VERAPAZ, GUATEMALA 25,000 NONE 1/23/24, 3/5/24 AND 9/17/24 2024-11-27 INTERIM REPORTS SUBMITTED 1-23-24 AND 3-5-24; FINAL REPORT SUBMITTED 9-17-24
CENTRO DE INVESTIGACION PLANEACION Y EVALUACION (CIPE CONSULTORES)
  		RESIDENCIAL ROBLE OESTE BLOQUE 15
CASA 15 II ETAPA
TEGUCIGALPA   FM 11101
HO 		2024-01-01 26,000 RECARGA HONDURAS RESOURCE SUPPORT CENTER 0 NONE 5/16/24 AND 5/15/25 2025-05-15 INTERIM REPORT SUBMITTED 5-16-24; INTERIM REPORT DUE 5-15-25; FINAL REPORT DUE 8-31-26

TY 2024 GeneralExplanationAttachment
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Identifier Return Reference Explanation
  FORM 990-PF, PART II, BALANCE SHEET ON 11:59PM OF DECEMBER 31, 2023 THE SUMMIT CHARITABLE FOUNDATION, INC. MERGED WITH SANT CHARITABLE FOUNDATION, INC. 2024 BEGINNING BALANCE SHEET NUMBERS REFLECT THE DISTRIBUTION.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Name of Bond End of Year Book Value End of Year Fair Market Value
EXELON CORP 123,830 123,830
PUBLIC SERVICE ELECTRIC 116,242 116,242
NEXTERA ENERGY CAPITAL 152,569 152,569
XCEL ENERGY INC 145,370 145,370
AMERICAN ELECTRIC POWER 173,549 173,549
DTE ELECTRIC CO 151,014 151,014
EVERSOURCE ENERGY 167,565 167,565
NATIONAL RURAL UTIL COOP 76,840 76,840
BANK OF MONTREAL 224,476 224,476
BANK OF NOVA SCOTIA 153,044 153,044
STATE STREET CORP 141,040 141,040
PNC FINANCIAL SERVICES 140,967 140,967
CANADIAN IMPERIAL BANK 298,782 298,782
BANK OF NY MELLON CORP 152,473 152,473
TRUIST FINANCIAL CORP 245,566 245,566
AMERICAN EXPRESS CO 154,444 154,444
ROYAL BANK OF CANADA 187,667 187,667
SUMITOMO MITSUI FINL GRP 225,259 225,259
FIFTH THIRD BANCORP 114,919 114,919
GOLDMAN SACHS GROUP INC 175,278 175,278
KEYCORP 71,521 71,521
JPMORGAN CHASE & CO 259,634 259,634
CITIGROUP INC 258,118 258,118
BANK OF AMERICA CORP 262,780 262,780
MORGAN STANLEY 123,056 123,056
HSBC HOLDINGS PLC 264,448 264,448
BLACKROCK FUNDING INC 110,316 110,316
ELEVANCE HEALTH INC 148,596 148,596
UNITEDHEALTH GROUP INC 223,853 223,853
AON CORP 130,376 130,376
PROGRESSIVE CORP 150,672 150,672
WILLIS NORTH AMERICA INC 125,090 125,090
SIMON PROPERTY GROUP LP 150,900 150,900
BOSTON PROPERTIES LP 62,936 62,936
REALTY INCOME CORP 132,070 132,070
PROLOGIS LP 151,872 151,872
ALEXANDRIA REAL ESTATE E 73,971 73,971
CNH INDUSTRIAL CAP LLC 95,724 95,724
NORTHROP GRUMMAN CORP 176,536 176,536
JOHN DEERE CAPITAL CORP 243,015 243,015
LOCKHEED MARTIN CORP 144,120 144,120
WASTE MANAGEMENT INC 99,867 99,867
AMERICAN TOWER CORP 63,941 63,941
VERIZON COMMUNICATIONS 174,846 174,846
COMCAST CORP 205,917 205,917
WALT DISNEY COMPANY 178,944 178,944
AT&T INC 162,214 162,214
LOWE'S COS INC 161,968 161,968
STARBUCKS CORP 112,242 112,242
AMERICAN HONDA FINANCE 149,762 149,762
HOME DEPOT INC 134,759 134,759
ZOETIS INC 106,342 106,342
THERMO FISHER SCIENTIFIC 146,762 146,762
AMGEN INC 127,927 127,927
ASTRAZENECA FINANCE LLC 102,152 102,152
CVS HEALTH CORP 156,888 156,888
MEDTRONIC GLOBAL HOLDINGS 149,682 149,682
BRISTOL-MYERS SQUIBB CO 174,650 174,650
ABBVIE INC 125,760 125,760
MERCK & CO INC 221,735 221,735
UNION PACIFIC CORP 152,946 152,946
CANADIAN PACIFIC RAILWAY 75,852 75,852
RYDER SYSTEM INC 73,652 73,652

TY 2024 InvestmentsCorpStockSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Name of Stock End of Year Book Value End of Year Fair Market Value
ALTERNERGY HOLDINGS CORP 117,829 117,829
AES CORP 1,711,710 1,711,710
BROWN ADVISORY SUSTAINABLE GROWTH FUND 6,323,613 6,323,613
MFC VANGUARD INTL STOCK ETF 3,807,405 3,807,405
MFC VANGUARD US STOCK ETF 8,904,322 8,904,322
ACCENTURE PLC-CL A 123,127 123,127
ADOBE INC 77,819 77,819
AGILENT TECHNOLOGIES, INC. 43,741 43,741
AIR PRODUCTS & CHEMICALS INC 87,012 87,012
ALPHABET INC 371,358 371,358
AMERICAN WATER WORKS CO INC 52,908 52,908
AMETEK INC NEW 49,572 49,572
ANALOG DEVICES INC 74,361 74,361
APPLE INC 375,630 375,630
APPLIED MATERIALS, INC 81,315 81,315
APTARGROUP INC 66,768 66,768
AUTOMATIC DATA PROCESSING 95,638 95,638
AUTOZONE INC 160,100 160,100
AVERY DENNISON CORP 32,748 32,748
BALL CORP 45,482 45,482
BECTON DICKINSON AND CO 39,702 39,702
BJ'S WHOLESALE CLUB HOLDINGS 64,779 64,779
BLACKROCK, INC. 51,256 51,256
BOOKING HLDGS INC 124,211 124,211
CARTER INC 23,031 23,031
CHECK POINT SOFTWARE TECH LTORD 65,345 65,345
CHEMED CORP 52,980 52,980
CHUBB LTD 84,549 84,549
CHURCH & DWIGHT INC 64,397 64,397
CISCO SYSTEMS INC 105,080 105,080
COMCAST CORP NEW CL A 82,566 82,566
COOPER COS INC 53,319 53,319
DEERE & CO 106,330 106,330
DONALDSON CO INC 63,983 63,983
EXPEDITORS INTL WASH INC 36,000 36,000
F5 INC 44,007 44,007
FACTSET RESH SYS INC 72,042 72,042
FLOWERS FOODS INC COM 30,990 30,990
HUBBELL INC 94,250 94,250
JOHNSON & JOHNSON 130,158 130,158
JONES LANG LASALLE INC 75,942 75,942
JPMORGAN CHASE & CO 209,746 209,746
LINCOLN ELECTRIC HOLDINGS 65,877 65,877
LOWES COS INC 86,380 86,380
LULULEMON ATHLETICA INC 86,042 86,042
M & T BANK CORP 42,302 42,302
MARSH MCLENNAN COS INC 84,964 84,964
MCDONALD'S CORPORATION 56,529 56,529
MERCK & CO INC NEW 65,189 65,189
METTLER-TOLEDO INTERNATIONAL 55,066 55,066
MICROSOFT CORP 410,963 410,963
NORTHERN TRUST CORPORATION 54,206 54,206
OMNICOM GROUP 30,359 30,359
ORACLE CORP 59,157 59,157
PEPSICO INC 99,720 99,720
QUALCOMM INC 56,071 56,071
ROSS STORES INC 78,660 78,660
RPM INTERNATIONAL INC 49,224 49,224
SEI INVESTMENTS COMPANY 64,302 64,302
STAG INDUSTRIAL INC 30,549 30,549
STRYKER CORP 117,289 117,289
SYSCO CORP 61,168 61,168
TE CONNECTIVITY LTD 60,047 60,047
THE HERSHEY COMPANY 46,571 46,571
UNION PACIFIC CORP 79,814 79,814
UNITED HEALTH GROUP INC 116,348 116,348
UNITED PARCEL SERVICE 60,528 60,528
US BANCORP 64,037 64,037
VALMONT INDUSTRIES 53,772 53,772
VISA INC 194,365 194,365
WATERS CORP 63,067 63,067
WATTS WATER TECHNOLOGIES 55,908 55,908
WILLIAMS-SONOMA INC 69,440 69,440

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
US Government Securities - End of Year Book Value:

10,354,451
US Government Securities - End of Year Fair Market Value:

10,354,451
State & Local Government Securities - End of Year Book Value:


4,738,820
State & Local Government Securities - End of Year Fair Market Value:


4,738,820


TY 2024 InvestmentsOtherSchedule2
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENT A AT COST 541,333 541,333
ALTERNATIVE INVESTMENT B AT COST 792,645 792,645
ALTERNATIVE INVESTMENT C FMV 504,930 504,930
ALTERNATIVE INVESTMENT D FMV 12,620 12,620
ALTERNATIVE INVESTMENT E FMV 158,675 158,675
ALTERNATIVE INVESTMENT F FMV 162,220 162,220
ALTERNATIVE INVESTMENT G FMV 453,034 453,034
ALTERNATIVE INVESTMENT H FMV 6,026,510 6,026,510
ALTERNATIVE INVESTMENT I FMV 466,997 466,997
ALTERNATIVE INVESTMENT J FMV 65,344 65,344
ALTERNATIVE INVESTMENT K FMV 1 1
ALTERNATIVE INVESTMENT L FMV 427,716 427,716
ALTERNATIVE INVESTMENT M FMV 82,809 82,809
ALTERNATIVE INVESTMENT N AT COST 682,934 682,934
ALTERNATIVE INVESTMENT O FMV 14,820 14,820
ALTERNATIVE INVESTMENT P FMV 6,655,669 6,655,669
ALTERNATIVE INVESTMENT Q FMV 715,472 715,472
ALTERNATIVE INVESTMENT R AT COST 1 1
ALTERNATIVE INVESTMENT S FMV 986,832 986,832
ALTERNATIVE INVESTMENT T FMV 87,521 87,521
ALTERNATIVE INVESTMENT U FMV 5,806,038 5,806,038
ALTERNATIVE INVESTMENT V FMV 1,801,984 1,801,984
ALTERNATIVE INVESTMENT W FMV 5,944,804 5,944,804
ALTERNATIVE INVESTMENT X FMV 5,612,799 5,612,799
ALTERNATIVE INVESTMENT Y FMV 3,279,675 3,279,675
ALTERNATIVE INVESTMENT Z FMV 2,348,615 2,348,615
ALTERNATIVE INVESTMENT AA FMV 2,912,934 2,912,934
ALTERNATIVE INVESTMENT AB FMV 4,225,144 4,225,144
ALTERNATIVE INVESTMENT AC FMV 4,184,666 4,184,666
ALTERNATIVE INVESTMENT AD FMV 2,321,795 2,321,795
ALTERNATIVE INVESTMENT AE FMV 418,835 418,835
ALTERNATIVE INVESTMENT AF FMV 9,866,977 9,866,977
ALTERNATIVE INVESTMENT AG FMV 1,041,691 1,041,691
ALTERNATIVE INVESTMENT AH FMV 261,284 261,284
ALTERNATIVE INVESTMENT AI FMV 25 25
ALTERNATIVE INVESTMENT AJ FMV 16,913 16,913
ALTERNATIVE INVESTMENT AK FMV 85,583 85,583
ALTERNATIVE INVESTMENT AL FMV 15,744 15,744
ALTERNATIVE INVESTMENT AM FMV 1,695,345 1,695,345
ALTERNATIVE INVESTMENT AN FMV 6,013,945 6,013,945
ALTERNATIVE INVESTMENT AO AT COST 489,074 489,074
ALTERNATIVE INVESTMENT AP AT COST 3,850,000 3,850,000
ALTERNATIVE INVESTMENT AQ FMV 2,072,318 2,072,318
ALTERNATIVE INVESTMENT AS FMV 3,124,986 3,124,986
ALTERNATIVE INVESTMENT AT FMV 2,436,974 2,436,974
ALTERNATIVE INVESTMENT AU FMV 3,194,723 3,194,723
ALTERNATIVE INVESTMENT AV FMV 3,132,498 3,132,498
ALTERNATIVE INVESTMENT AW FMV 158,007 158,007
ALTERNATIVE INVESTMENT AX FMV 203,328 203,328

TY 2024 LandEtcSchedule2
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 1,386,961 1,081,792 305,169 305,169
FURNITURE 236,786 195,803 40,983 40,983
COMPUTER EQUIPMENT 173,046 70,439 102,607 102,607


TY 2024 LegalFeesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 108,932 0   108,932


TY 2024 OtherAssetsSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST AND DIVIDENDS RECEIVABLE 126,487 105,898 105,898
PROGRAM RELATED INVESTMENTS 1,088,257 1,239,428 1,239,428
RIGHT OF USE ASSET 1,543,638 1,449,108 1,449,108


TY 2024 OtherDecreasesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Amount
UNREALIZED GAINS OR LOSSES ON INVESTMENTS 4,245,169
IMPAIRMENT LOSS ON INVESTMENT HELD AT COST 2,371,421
DEFERRED TAX 144,186


TY 2024 OtherExpensesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 244,264 0   244,264
PASSTHROUGH DEDUCTIONS 0 871,042   0


TY 2024 OtherIncomeSchedule2
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PASSTHROUGH INCOME 0 467,791 0
OTHER INVESTMENT INCOME 703 703 703
EXCISE TAX REFUND 2,102   2,102


TY 2024 OtherLiabilitiesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 284,814 429,000
LEASE LIABILITY 1,743,847 1,634,301


TY 2024 OtherProfessionalFeesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 395,376 395,376   0
OTHER PROFESSIONAL FEES 503,472 0   503,472


TY 2024 TaxesSchedule
Name:
THE SUMMIT CHARITABLE FOUNDATION INC
EIN:
52-1743817
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 105,000 0   0
UBI TAXES 1,901 0   0
STATE TAXES 1,037 0   0