990-pf return ofprivate foundation 2015990s.foundationcenter.org/.../521951681_201512_990pf.pdfform...

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l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596 Form 990-PF OMB No 1545-0052 Return of Private Foundation or Section 4947( a)(1) Trust Treated as Private Foundation 2015 Do not enter social security numbers on this form as it may be made public. Department of the Treasury Information about Form 990 - PF and its instructions is at www .irs.gov/form99OPf . ' Internal Revenue Service For calendar year 2015 , or tax year beginning 01-01 - 2015 , and ending 12-31-2015 Name of foundation Annie E Casey Foundation Number and street (or P 0 box number if mail is not delivered to street address) 701 ST Paul Street A Employer identification number 52-1951681 BTelephone number (see instructions) (410) 547-6600 City or town, state or province, country, and ZIP or foreign postal code Baltimore, MD 212022311 G Check all that apply [Initial return [Initial return of a former public charity F-Final return F-A mended return F-Address change F-Name change H Check type of organization [Section 501( c)(3) exempt private foundation Section 4947( a)(1) nonexempt charitable trust 0thertaxable private foundation IFair market value of all assets at end ] Accounting method [Cash F-Accrual of year ( from Pa,t II , col (c), [Other( specify) Ime 2 , 595,176 , 834 (Part I , column (d) must be on cash basis C If exemption application is pending, check here P D 1. Foreign organizations, check here P 2. Foreign organizations meeting the 85% test, check here and attach computation E If private foundation status was terminated under section 507(b)(1)(A), check here F F If the foundation is in a 60-month termination under section 507(b)(1)(B), check here F Analysis of Revenue and Expenses (d) (The total of amounts n columns (b), (c), and (d) may not Revenue and Net investment Adjusted net Disbursements necessarily equal the amounts n column (a) (see expenses per (b) income (c) income for charitable nstructions)) (a) books purposes (cash basis only) 1 Contributions, gifts, grants, etc , received (attach schedule) . . . . . . . . . . . 683,792 2 Check [ if the foundation is not required to attach Sch B . . . . . . . . . . . . 3 Interest on savings and temporary cash investments 115,462 115,462 4 Dividends and interest from securities . 25,388,499 25,405,753 5a Gross rents . . . . . . . . . . . b Net rental income or (loss) 6a Net gain or(loss)from sale of assets not on line 10 35,297,725 b Gross sales price for all assets on line 6a 358,714,735 7 Capital gain net income (from Part IV, line 2) 123,261,813 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) . . . . . . •^I 98,098,038 8,874,817 0 12 Total .Add lines 1 through 11 . . . . . 159,583,516 157,657,845 0 13 Compensation of officers, directors, trustees, etc 100,000 0 0 100,000 14 Other employee salaries and wages . . . 24,464,858 1,650,898 0 22,813,960 VI. CJ 15 Pension plans, employee benefits . . . . 9,988,473 377,807 0 9,610,666 16a Legal fees (attach schedule). . . . . . . . 863,459 245,243 0 618,216 b Accounting fees (attach schedule). . . . . . •^I 963,476 530,000 0 433,476 X w V c Other professional fees (attach schedule) . . . 7,262,208 5,785,727 0 1,408,245 17 Interest . . . . . . . . . . . . 26,984,005 0 0 26,976,667 ^ 18 Taxes (attach schedule) (see instructions) a4 3,732,902 0 0 0 19 Depreciation (attach schedule) and depletion . . 1,955,409 0 0 20 Occupancy . . . . . . . . . . . 2,549,158 74,689 0 2,474,469 21 Travel, conferences, and meetings. . . . 3,478,988 89,948 0 3,383,710 22 Printing and publications . . . . . . . 419,355 1,307 0 418,048 C 23 Other expenses (attach schedule). . . . . . •^I 25,661,558 76,374 0 25,288,146 24 Total operating and administrative expenses. Add lines 13 through 23 . . . . . . . 108,423,849 8,831,993 0 93,525,603 25 Contributions, gifts, grants paid . . . . 100,303,572 98,341,417 26 Total expenses and disbursements .Add lines 24 and 25 208,727,421 8,831,993 0 191,867,020 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -49,143,905 b Net investment income (if negative, enter -0-) 148,825,852 c Adjusted net income (if negative, enter -0-) 0 For Paperwork Reduction Act Notice , see instructions . Cat No 11289X Form 990-PF (2015)

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l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

Form990-PFOMB No 1545-0052

Return of Private Foundationor Section 4947( a)(1) Trust Treated as Private Foundation 2015► Do not enter social security numbers on this form as it may be made public.

Department of the Treasury ► Information about Form 990-PF and its instructions is at www.irs.gov/form99OPf . • • 'Internal Revenue Service

For calendar year 2015 , or tax year beginning 01-01 - 2015 , and ending 12-31-2015

Name of foundationAnnie E Casey Foundation

Number and street (or P 0 box number if mail is not delivered to street address)701 ST Paul Street

A Employer identification number

52-1951681

BTelephone number (see instructions)

(410) 547-6600

City or town, state or province, country, and ZIP or foreign postal codeBaltimore, MD 212022311

G Check all that apply [Initial return [Initial return of a former public charity

F-Final return F-A mended return

F-Address change F-Name change

H Check type of organization [Section 501( c)(3) exempt private foundation

Section 4947( a)(1) nonexempt charitable trust 0thertaxable private foundation

IFair market value of all assets at end ]Accounting method [Cash F-Accrual

of year (from Pa,t II , col (c), [Other( specify)Ime 2 , 595,176 , 834 (Part I , column (d) must be on cash basis

C If exemption application is pending, check here ►

P

D 1. Foreign organizations, check here ►

P2. Foreign organizations meeting the 85%

test, check here and attach computation ►E If private foundation status was terminated

under section 507(b)(1)(A), check here ► F

F If the foundation is in a 60-month terminationunder section 507(b)(1)(B), check here ► F

Analysis of Revenue and Expenses (d)(The total of amounts n columns (b), (c), and (d) may not Revenue and

Net investment Adjusted netDisbursements

necessarily equal the amounts n column (a) (see expenses per (b) income (c) incomefor charitable

nstructions)) (a) books purposes(cash basis only)

1 Contributions, gifts, grants, etc , received (attach

schedule) . . . . . . . . . . . 683,792

2 Check ► [ if the foundation is not required to

attach

Sch B . . . . . . . . . . . .

3 Interest on savings and temporary cash investments 115,462 115,462

4 Dividends and interest from securities . 25,388,499 25,405,753

5a Gross rents . . . . . . . . . . .

b Net rental income or (loss)

6a Net gain or(loss)from sale of assets not on line 10 35,297,725

b Gross sales price for all assets on line 6a358,714,735

7 Capital gain net income (from Part IV, line 2) 123,261,813

8 Net short-term capital gain . . . . . .

9 Income modifications . . . . . . . .

10a Gross sales less returns andallowances

b Less Cost of goods sold .

c Gross profit or (loss) (attach schedule) . .

11 Other income (attach schedule) . . . . . . •^I 98,098,038 8,874,817 0

12 Total .Add lines 1 through 11 . . . . . 159,583,516 157,657,845 0

13 Compensation of officers, directors, trustees, etc 100,000 0 0 100,000

14 Other employee salaries and wages . . . 24,464,858 1,650,898 0 22,813,960

VI.CJ

15 Pension plans, employee benefits . . . . 9,988,473 377,807 0 9,610,666

16a Legal fees (attach schedule). . . . . . . . 863,459 245,243 0 618,216

b Accounting fees (attach schedule). . . . . . •^I 963,476 530,000 0 433,476XwV

c Other professional fees (attach schedule) . . . 7,262,208 5,785,727 0 1,408,245

17 Interest . . . . . . . . . . . . 26,984,005 0 0 26,976,667

^ 18 Taxes (attach schedule) (see instructions) a4 3,732,902 0 0 0

19 Depreciation (attach schedule) and depletion . . 1,955,409 0 0

20 Occupancy . . . . . . . . . . . 2,549,158 74,689 0 2,474,469

21 Travel, conferences, and meetings. . . . 3,478,988 89,948 0 3,383,710

22 Printing and publications . . . . . . . 419,355 1,307 0 418,048

C 23 Other expenses (attach schedule). . . . . . •^I 25,661,558 76,374 0 25,288,146

24 Total operating and administrative expenses.

Add lines 13 through 23 . . . . . . . 108,423,849 8,831,993 0 93,525,603

25 Contributions, gifts, grants paid . . . . 100,303,572 98,341,417

26 Total expenses and disbursements .Add lines 24 and25 208,727,421 8,831,993 0 191,867,020

27 Subtract line 26 from line 12

a Excess of revenue over expenses and disbursements -49,143,905

b Net investment income (if negative, enter -0-) 148,825,852

c Adjusted net income (if negative, enter -0-) 0

For Paperwork Reduction Act Notice , see instructions . Cat No 11289X Form 990-PF (2015)

Form 990-PF (2015) Pace 2

Balance SheetsAttached schedules and amounts in the description column Beginning of year End of year

should be for end-of-year amounts only (See instructions (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash-non-interest-bearing . . . . . . . . . . . 1,012,287 624,074 624,074

2 Savings and temporary cash investments . . . . . . . 139,055,624 79,732,795 78,527,908

3 Accounts receivable 10, 50,726,625

Less allowance for doubtful accounts ► 71,252,671 50,726,625 50,726,625

4 Pledges receivable ►

Less allowance for doubtful accounts ►

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

Less allowance for doubtful accounts ►

N 8 Inventories for sale or use . . . . . . . . . . . .

G 9 Prepaid expenses and deferred charges . . . . . . . 76,925 1,136,173 1,356,416

10a Investments-U S and state government obligations (attach

schedule)

117,146,366 j 102,467,147 103,433,724

b Investments-corporate stock (attach schedule) . . . . 812,822,114 ' J 735,739,364 1,144,776,482

c Investments-corporate bonds (attach schedule) . . . . 75,714,188 j 68,638,103 66,344,128

11 Investments-land, buildings, and equipment basis ►

Less accumulated depreciation (attach schedule) ►

12 Investments-mortgage loans . . . . . . . . . . .

13 Investments-other (attach schedule) . . . . . . . . 901,812,680 885,768,591 1,073,118,078

14 Land, buildings, and equipment basis ► 36,505,279

Less accumulated depreciation (attach schedule) 10, 25,702,805 11,479,508 10,802,474 10,802,474

15 Other assets (describe ► ) 'mil 79,870,818 65,247,790 65,466,925

16 Total assets(to be completed by all filers-see the

instructions Also, see page 1, item I) 2,210,243,181 2,000,883,136 2,595,176,834

17 Accounts payable and accrued expenses . . . . . . . 1,931,933 9,740

18 Grants payable . . . . . . . . . . . . . . .

C> 19 Deferred revenue . . . . . . . . . . . . . . .

20 Loans from officers, directors, trustees, and other disqualified persons

21 Mortgages and other notes payable (attach schedule) . . . 161,000,000 1,000,000

22 Other liabilities (describe 10, ) t 295,461 J 2,001,514

23 Total liabilities (add lines 17 through 22) . . . . . . . 163,227,394 3,011,254

a>

Foundations that follow SFAS 117, check here ► W

and complete lines 24 through 26 and lines 30 and 31.

24 Unrestricted . . . . . . . . . . . . . . . . 2,047,015,787 1,997,871,882

C 25 Temporarily restricted

26 Permanently restricted . . . . . . . . . . . . .

LL_0

Foundations that do not follow SFAS 117, check here ► F-

and complete lines 27 through 31.

27 Capital stock, trust principal, or current funds . . . . .

s 28 Paid-in or capital surplus, or land, bldg , and equipment fund

a 29 Retained earnings, accumulated income, endowment, or other funds

C'Z

30 Total net assets or fund balances(see instructions) . . . 2,047,015,787 1,997,871,882

31 Total liabilities and net assets / fund balances(see instructions) 2,210,243,181 2,000,883,136

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 30 (must agree

with end-of-year figure reported on prior year's return) . . . . . . . . . . . . 1 2,047,015,787

2 Enter amount from Part I, line 27a . . . . . . . . . . . . . . . . . . 2 -49,143,905

3 Other increases not included in line 2 (itemize) ► 3 0

4 Add lines 1, 2, and 3 . . . . . . . . . . . . . . . . . . . . . . . 4 1,997,871,882

5 Decreases not included in line 2 (itemize) ► 5 0

6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 1,997,871,882

Form 990-PF (2015)

Form 990-PF (2015) Pa g e 3

Capital Gains and Losses for Tax on Investment Income

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs M LC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

Date sold(d) (mo , day, yr

la See Additional Data Table

b

C

d

e

(e) Gross sales priceDepreciation allowed

(f) (or allowable)Cost or other basis

(g) plus expense of saleGain or (loss)

( h) (e) plus (f) minus (g)

a See Additional Data Table

b

C

d

e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 Gains (Col (h) gain minus

(i) F M V as of 12/31/69Adjusted basis

(j) as of 12/31/69Excess ofcol (i)

(k) over col (j), if any

col (k), but not less than -0-) or

(I) Losses (from col (h))

a See Additional Data Table

b

C

d

e

2If gain, also enter in Part I, line 7

Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7I 2 123,261,813

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 I 3

JU^ Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment incomeIf section 4940(d)(2) applies, leave this part blank

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? F_ Yes NoIf "Yes ," the foundation does not qualify under section 4940 ( e) Do not complete this part

1 Enter the appropriate amount in each column for each year, see instructions before making any entries

Base period years Calendaryear (or tax year beginning in)

Adjusted qualifying distributions Net value of noncha)ritable-use assetsDistributtiion ratio

(col (b) divided by col (c))

2014 199,778,587 2,804,045,235 0 071247

2013 183,796,703 2,640,478,536 0 069607

2012 239,718,891 2,535,497,589 0 094545

2011 197,498,236 2,624,355,561 0 075256

2010 196,670,213 2,473,308,727 0 079517

2 Totalof line 1, column (d) . . . . . . . . . . . . . . . . . . . . . . 2 0 390172

3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or bythe number of years the foundation has been in existence if less than 5 years 3 0 078034

4 Enter the net value of noncharitable-use assets for 2015 from Part X, line 5. . . . . 4 2,653,905,211

5 Multiply line 4 by line 3 . . . . . . . . . . . . . . . . . . . . . . . 5 207,094,839

6 Enter 1% of net investment income (1% of Part I, line 27b). . . . . . . . . . . 6 1,488,259

7 Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . 7 208,583,098

8 Enter qualifying distributions from Part XII, line 4 . . . . . . . . . . . . . . 8 201,619,444

If line 8 is equal to or greater than line 7, check the box in Part VI, line lb, and complete that part using a 1% tax rate Seethe Part VI instructions

Form 990-PF (2015)

Form 990-PF (2015) Pa g e 4

Excise Tax Based on Investment Income ( Section 4940 ( a), 4940(b), 4940 ( e), or 4948-see page 18 of the instructions)

la Exempt operating foundations described in section 4940(d)(2), check here ► F

and enter"N/A" on line 1

Date of ruling or determination letter(attach copy of letter if necessary -see instructions)

b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,976,517

here ► pand enter 1% of Part I, line 27b . . . . . . . . . . . . . . . . . .

c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% ofPart I, line 12, col (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Othersenter -0-) 2 0

3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 2,976,517

4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Othersenter -0-) 4 0

5 Tax based on investment income .Subtract line 4 from line 3 If zero or less, enter -0- . . . . . 5 2,976,517

6 Credits/Payments

a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 4,138,248

b Exempt foreign organizations-tax withheld at source . . . . . . . 6b

c Tax paid with application for extension of time to file (Form 8868). . . 6c 1,060,000

d Backup withholding erroneously withheld . . . . . . . . . . . 6d

7 Total credits and payments Add lines 6a through 6d . . . . . . . . . . . . . . 7 5,198,248

8 Enter any penalty for underpayment of estimated tax Check here if Form 2220 is attached Ij 8

9 Tax due .If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . . . . ► 9

10 Overpayment .If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . . ► 10 2,221,731

11 Enter the amount of line 10 to be Credited to 2015 estimated tax ► 2 ,221,731 Refunded ► 11 0

Statements Regarding Activities

la 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? . . . . . . . . . . . . . . . . . la No

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition) ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . lb No

If the answer is "Yes " to la 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? . . . . . . . . . . . . . . . . . . . . . Ic No

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the foundation ► $ 0 (2) On foundation managers ► $ 0

e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers ► $ 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

• By language in the governing instrument, or

• 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 XV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Yes

8a Enter the states to which the foundation reports or with which it is registered (see instructions)

► See Additional Data Table

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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV )7

If "Yes," complete Part XIV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 No

10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

r

and addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 No

Form 990-PF ( 2015)

Form 990-PF (2015) Pa g e 5

Statements Regarding Activities (continued)

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 address ►WWW AECF ORG

14 The books are in care of ' The ANNIE E CASEY FOUNDATION Inc Telephone no 10- (410) 547-6600

Located at 10, 701 ST PAUL STREET BALTIMORE MD ZIP+4 ►212022311

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 -Check here . . . . . . . ► F

and enter the amount of tax-exempt interest received or accrued during the year . . . . . . ► I 15

16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over Yes No

a bank, securities, or other financial account in a foreign country? 16 No

See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and FinancialAccounts (FEAR) If"Yes", enter the name of the foreign

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

la 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? r- Yes No

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . [ Yes No

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? r- Yes No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? [ Yes [ No

(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)? . . . . . . . . . . . . . . . . . [ Yes 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 ). . . . . . . . . [ Yes No

b Ifany answer is "Yes" to la(1)-(6), did anyofthe 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 )? . . . . . . . . lb No

Organizations relying on a current notice regarding disaster assistance check here. . . . . . . . . ►

P

c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2015? . . . . . . . . . . . . . Sc 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) or4942(j)(5))

a At the end of tax year 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015' . . . . . . . . . . . . . . . [ Yes No

If "Yes," list the years ► 20 , 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 allyears listed, answer "No" and attach statement-see instructions ) . . . . . . . . . . . . . . 2b

c Ifthe provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

► 20 , 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? . . . . . . . . . . . . . . . . . . . . . . . Yes F_ No

b If "Yes," did it have excess business holdings in 2015 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 2015 ) . . . . . . . . . . . . . . . . . . . . 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 2015? 4b No

For m 990-PF (2015)

Form 990-PF (2015) Pa g e 6

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

5a During the year did the foundation pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? [ Yes No

(2) Influence the outcome of any specific public election (see section 4955), or to carry

on, directly or indirectly, any voter registration drive? . . . . . . . . . . . . . . . F- Yes No

(3) Provide a grant to an individual for travel, study, or other similar purposes? p Yes No

(4) Provide a grant to an organization other than a charitable, etc , organization described

in section 4945(d)(4)(A)? (see instructions) . . . . . . . . . . . . . . . . • Fq- Yes F No

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?. . . . . . [ Yes No

b Ifany answer is "Yes" to 5a(1)-(5), did anyofthe 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

Organizations relying on a current notice regarding disaster assistance check here. . . . . . . . . ►

F

c 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?. . . . . . . . . . . . [ Yes [ No

If "Yes," attach the statement required by Regulations section 53 4945-5(d) .J

6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . [ Yes 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? [ Yes No

b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? . . . . 7b

Information About Officers , Directors , Trustees , Foundation Managers , Highly Paid Employees,LEMM and Contractors

1 List all officers . directors . trustees . foundation managers and their compensation ( see instructions).

Title, and average (c) Compensation(IfContributions to Expense account,

(a) Name and address hours per week not paid, enteremployee benefit plans (e) other allowances

(b) devoted to position -0-)and deferred compensation

SEE GENERAL EXPLANATION ATTACHMENT OFFICERS AND 100,000 0 0

701 ST PAUL STREET DIRECTORS

BALTIMORE, MD 21202 3 00

2 Compensation of five highest-paid emDlovees (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

Title , and averagehours per week

( b) devoted to position(c) Compensation

Contributions toemployee benefitplans and deferred

(d) compensation

Expense account,(e) other allowances

SEE GENERAL EXPLANATIONATTACHMENT

HIGHEST PAIDEMPLOYE

2,223,171 245,616 0

701 st paul stBALTIMORE, MD 21202

50 00

Total number of other employees paid over $ 50,000 . . . . . . . . . . . . . . . . . . . ► 182

Form 990-PF (2015)

Form 990-PF (2015) Page 7

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

ROCK CREEK GROUP LP INVESTMENT CONSULTING SERVICES 800,000

1133 CONNECTICUT AVE NWWASHINGTON,DC 20036

CAMBRIDGE ASSOCIATES LLC INVESTMENT CONSULTING SERVICES 705,584

100 Summer StreetBOSTON,MA 02110

CB Richard Ellis Inc Facilities Management 668,769

250 West Pratt street Suite 700Baltimore, MD 21201

First Principles Capital Management LLC Investment Consulting 643,155

140 Broadway 21st floorNewYork,NY 10005

COMMUNITY WEALTH VENTURES INC TECHNICAL ASSISTANCE TO GRANTEES 638,308

1825 K STREET NW STE 1000WASHINGTON,DC 20006

Total number of others receiving over $50,000 for professional services. 105

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 ofExpensesorganizations and other beneficiaries served, conferences convened, research papers produced, etc

iCasey Family Services - Transition costs associated with the closure ofCasey Family Services 5,074,764

2DEVELOPING CAPACITY TO SCALE - SUPPORT to engage decision makers and opinion leaders to focusattention on issues and raise political will to ensure that every child has a chance to reach his or her fullestpotential in life 1,411,087

3STRENGTHENING FAMILY - Support conferences and meetings to disseminate the strategies of the JuvenileDetention Alternatives Initiative and to promote juvenile detention reform 788,759

4DEVELOPING CAPACITY TO SCALE - Support leaders in Casey places and the development of facultycapable of helping to advance the foundation's results-based leadership work 740,781

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

1Craft3The foundation funded a loan to craft3, a 501 (c)(3) public charity The loan proceeds are for making loansunder C raft3's commercial lending program to businesses and community development organizations that areaimed to supporting job creation and retention, promoting economic development in high poverty areas andincreasing access to capital for underserved populations 2,000,000

2Hope Enterprise CorporationThe foundation funded a loan to Hope Enterprise Corporation (HEC), a 501 (C)(3)public charity The purpose of the loan is to enable HEC to provide secondary capital through Hope EnterpriseCredit Union, to develop and implement, innovative banking strategies that will increase access to affordableand necessary financial services among low-income and underserved individuals, families and communities Thepurpose is to relieve poverty and distress, combat community deterioration, increase affordable banking optionsfor low-income individuals and families, and lessen the burdens of government 2,000,000

All other program-related investments See instructions

3 .J 4,438,461

Total . Add lines 1 through 3 . . . . . . . . . . . . . . . . . . . . . . . . . ► I 8,438,461

Form 990-PF (2015)

Form 990-PF (2015) Page 8

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 . . . . . . . . . . . . . . . . . . . la 994,914,693

b Average of monthly cash balances . . . . . . . . . . . . . . . . . . . . . . . lb 1,628,555

c Fair market value of all other assets (see instructions) . . . . . . . . . . . . . . . . 1c 1,697,776,763

d Total (add lines la, b, and c) . . . . . . . . . . . . . . . . . . . . . . . . . ld 2,694,320,011

e Reduction claimed for blockage or other factors reported on lines la and

lc (attach detailed explanation) . . . . . . . . . . . . . le 0

2 Acquisition indebtedness applicable to line 1 assets . . . . . . . . . . . . . . . . . . 2 0

3 Subtract line 2 from line Id . . . . . . . . . . . . . . . . . . . . . . . . . 3 2,694,320,011

4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see

instructions ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 40,414,800

5 Net value of noncharitable-use assets.Subtract line 4 from line 3 Enter here and on Part V, line 4 5 2,653,905,211

6 Minimum investment return .Enter 5% of line 5 . . . . . . . . . . . . . . . . . . 6 132,695,261

Distributable Amount(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations

check here ► and do not com p lete this p art. )

1 Minimum investment return from Part X, line 6 . . . . . . . . . . . . . . . . . . . . 1 132,695,261

2a Tax on investment income for 2015 from Part VI, line 5. . . . . . 2a 2,976,517

b Income tax for 2015 (This does not include the tax from Part VI ). . 2b 143,059

c Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c 3,119,576

3 Distributable amount before adjustments Subtract line 2c from line 1. . . . . . . . . . . . 3 129,575,685

4 Recoveries of amounts treated as qualifying distributions . . . . . . . . . . . . . . . . 4 23,618,594

5 Add lines 3 and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 153,194,279

6 Deduction from distributable amount (see instructions) . . . . . . . . . . . . . . . . . 6 0

7 Distributable amountas adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1. . . 7 153,194,279

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. . . . . . . . . . la 191,867,020

b Program-related investments-total from Part IX-B . . . . . . . . . . . . . . . . . . lb 8,438,461

2 A mounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,

purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1,313,963

3 A mounts 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 la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 201,619,444

5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b (see instructions) . . . . . . . . . . . . . . . . . 5 0

6 Adjusted qualifying distributions .Subtract line 5 from line 4 . . . . . . . . . . . . . . 6 201,619,444

Note:The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating wheththe section 4940(e) reduction of tax in those years

er the foundation qualifies for

Form 990-PF (2015)

Form 990-PF (2015) Pa g e 9

Undistributed Income (see instructions)

(a) (b) (c) (d)Corpus Years prior to 2014 2014 2015

1 Distributable amount for 2015 from Part XI, line 7 153,194,279

2 Undistributed income, if any, as of the end of2015

a Enter amount for 2014 only. . . . . . . 0

b Total for prior years 2011 , 2012 , 2013 0

3 Excess distributions carryover , if any, to 2015

a From 2010. . . . . 196,670,213

b From 2011. . . . . . 197,498,236

c From 2012. . . . . . 108,727,326

d From 2013. . . . . . 48,506,239

e From 2014. . . . . . 54,134,908

f Total of lines 3a through e. . . . . . . . 605,536,922

4 Qualifying distributions for 2015 from Part

XII, line 4 10, $ 201,619,444

a Applied to 2014, but not more than line 2a 0

b Applied to undistributed income of prior years 0(Election required-see instructions). . . . .

c Treated as distributions out of corpus (Election Ij 0required-see instructions) . . . . .

d Applied to 2015 distributable amount. . . . . 153,194,279

e Remaining amount distributed out of corpus 48,425,165

5 Excess distributions carryover applied to 2015 0 0

(If an amount appears m column (d), thesame amount must be shown in column (a) )

6 Enter the net total of each column asindicated below:

a Corpus Add lines 3f, 4c, and 4e Subtract line 5 653,962,087

b Prior years' undistributed income Subtractline 4b from line 2b . . . . . . . . . . . 0

c Enter the amount of prior years' undistributedincome for which a notice of deficiency hasbeen 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 2014 Subtract line4a from line 2a Taxable amount-seeinstructions . . . . . . . . . . . . . 0

f Undistributed income for 2016 Subtractlines 4d and 5 from line 1 This amount mustbe distributed in 2015 . . . . . . . . . . 0

7 A mounts treated as distributions out ofcorpus to satisfy requirements imposed bysection 170(b)(1)(F) or 4942(g)(3) (Election maybe required - see instructions) . . . . . . . 683,560

8 Excess distributions carryover from 2010 notapplied on line 5 or line 7 (see instructions) . .

195,986,653

9 Excess distributions carryover to 2016.Subtract lines 7 and 8 from line 6a . . . . . . 457,291,874

10 Analysis of line 9

a Excess from 2011. . . . 197,498,236

b Excess from 2012. . . . 108,727,326

c Excess from 2013. . . . 48,506,239

d Excess from 2014. . . . 54,134,908

e Excess from 2015. 48,425,165

Form 990-PF (2015)

Form 990-PF (2015) Pa g e 10

EMSTM Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operatingfoundation, and the ruling is effective for 2015, enter the date of the ruling. . . . . ►

b Check box to indicate whether the organization is a private operating foundation described in section [ 4942(j)(3) or [ 4942(j)(5)

2a Enter the lesser of the adjusted net Tax year Prior 3 years(e) Totalincome from Part I or the minimum

(a) 2015 (b) 2014 (c) 2013 (d) 2012investment return from Part X for eachyear listed . . . . . . . . . .

b 85% of line 2a . . . . . . . . . .

c Qualifying distributions from Part XII,line 4 for each year listed . . . . .

d Amounts included in line 2c not useddirectly for active conduct of exemptactivities . . . . . . . . . . .

e Qualifying distributions made directlyfor active conduct of exempt activitiesSubtract line 2d from line 2c . . . .

3 Complete 3a, b, or c for thealternative test relied upon

a "Assets" alternative test-enter

(1) Value of all assets . . . . . .

(2) Value of assets qualifyingunder section 4942(j)(3)(B)(i)

b "Endowment" alternative test- enter 2/3of minimum investment return shown inPart X, line 6 for each year listed. . .

c "Support" alternative test-enter

(1) Total support other than grossinvestment income (interest,dividends, rents, paymentson securities loans (section512(a)(5)), or royalties) . . . .

(2) Support from general publicand 5 or more exemptorganizations as provided insection 4942(j)(3)(B)(iii). . . .

(3) Largest amount of supportfrom an exempt organization

(4) Gross investment income

Supplementary Information (Complete this part only if the organization had $5 , 000 or more inassets at any time during the year-see instructions.)

1 Information Regarding Foundation Managers:a List 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) )

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of theownership of a partnership or other entity) of which the foundation has a 10% or greater interest

2 Information Regarding Contribution , Grant , Gift, Loan, Scholarship, etc., Programs:

Check here ► [ if the foundation only makes contributions to preselected charitable organizations and does not acceptunsolicited requests for funds If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations underother conditions, complete items 2a, b, c, and d

a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed

Office of the President - The A nnie701 St Paul StreetBALTIMORE, MD 21202(410)547-6600

b The form in which applications should be submitted and information and materials they should include

SEE GENERAL EXPLANATION ATTACHMENT

c Any submission deadlines

A Letter of inquiry may be submitted at any time

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or otherfactors

SEE GENERAL EXPLANATION ATTACHMENT

Form 990-PF (2015)

Form 990-PF (2015) Pa g e 11

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment

RecipientIf recipient is an individual,

Foundationshow any relationship to

fPurpose of grant or

Aany foundation manager

status ocontribution

mount

Name and address (home or business)or substantial contributor

recipient

a Paid during the year

See Additional Data Table

Total . . ► 3a 100,939,663

b Approved for future payment

See Additional Data Table

Total . . ► 3b 12 ,955,125

Form 990-PF (2015)

Form 990-PF (2015) Pa g e 12

Analysis of Income - Producing Activities

E me

1 P1

a

b

C

d

e

f

92r3 1

4 D

5 N

a

b

6 N

7 0

8

9 N

10 G

11 0

b

C

d

e

12 S

13 Total .Add line 12, columns (b), (d), and (e). . . . . . . . . . . . . . . . . . 13 158 ,899,724

See worksheet in line 13 instructions to verif calculations

Relationship of Activities to the Accomplishment of Exempt Purposes

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly toLine No .

the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes) (Seeinstructions )

11C THE AMOUNT ON LINE 11C PERTAINS TO INCOME/(LOSS) GENERATED BY "PROGRAM-RELATED" INVESTMENTS ASDESCRIBED IN SECTION 4944(C) OFTHE INTERNAL REVENUE CODE THE DETAIL AND PURPOSE OF THESEINVESTMENTS ARE LISTED IN PART IX-B OFTHIS RETURN

gross amounts unless otherwise indicated Unrelated b usiness income Excluded by section 512, 513, or 514 (e)Related or exempt

ogram service revenue(a)

Business code(b)

Amount

(c)

Exclusion code

(d )

Amount

function income(See

instructions

Fees and contracts from government agencies

embership dues and assessments. . . .

nterest on savings and temporary cash

nvestments . . . . . . . . . . . . 14 115,462

ividends and interest from securities. . . 14 25,388,499

et rental income or (loss) from real estate

Debt-financed property. . . . . .

Not debt-financed property. . . . .

et rental income or (loss) from personalroperty . . . . . . . . . . . . .

ther investment income. . . . .

ain or (loss) from sales of assets other than

nventory . . . . . . . . . . . . . 18 35,297,725

et income or (loss) from special events

ross profit or (loss) from sales of inventory

ther revenue a ALTERNATIVEINVESTMENT INCOME 523000 1,438,572 14 96,602,854

REAL PROPERTY RENTAL INCOME 16 82,064

PROGRAM-RELATED INVESTMENT LOSS -25,452

ubtotal Add columns (b), (d), and (e ). 1,438,572 157,486,604

p

G

25,452

Form 990-PF (2015)

Form 990-PF (2015) Pa g e 13

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 insection 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political Yes No

organizations?

a Transfers from the reporting foundation to a noncharitable exempt organization of

(1) Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . la(1) Yes

(2) O they assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . la(2) No

b Other transactions

(1) Sales of assets to a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . lb(1) No

(2) Purchases of assets from a noncharitable exempt organization . . . . . . . . . . . . . . . lb(2) No

(3) Rental of facilities, equipment, or other assets . . . . . . . . . . . . . . . . . . . . . . . lb(3) No

(4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . . . . . . . lb(4) No

(5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . lb(5) No

(6)Performance of services or membership or fundraising solicitations l b ( 6 ) 1 Yes

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 maof the goods, other assets, or services given by the reporting foundation If the foundation received less than fair markein any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services receive

rket vat valued

lue

(a) Line No (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements

1b(6) 5,885 American Institute ofCertified PublicAccountants

aicpa nonprofit seminar, employee membership

la(1) 9,940 national newspaper publishersassociation inc

Support to sponsor National Newspaper PublishersAssociation's 75th Anniversary Convention, Empowering aNew Generation of Leadership

1b(6) 935 International Facility ManagementAssociation

Employee membership, and training seminar

1b(6) 25,000 Downtown Partnership of Baltimore Inc Organizational Membership

1b(6) 635 Institutional Society of RiskProfessionals

Employee training seminar

la(1) 25,000 Pennsylvania Council ofChiefJuvenileProbation Officers

Support replication of the Juvenile Detention AlternativesInitiative in Pennsylvania

2a Is the foundation directly or indirectly affiliated with, or related to , one or more tax-exempt organizations

described in section 501(c) of the Code ( other than section 501(c)(3)) or in section 527?. . . . . . . . . . . EYes

F.-/ N o

b If "Yes ," complete the following schedule

(a) Name of organization ( b) Type of organization (c) Description of relationship

Under penalties of perjury, I declare that I have examined this return , including accompanying schedules and statements, and tothe best of my knowledge and belief, it is true, correct, and coinformation of which preparer has any knowledge

Sign

Here2016-

Signature of officer or trustee Date

Print/Type preparer ' s name Preparer ' s SignatureDAVID F DOTSON

Paid Firm 's name ►Preparer DELOITTE TAX LLP

UseOnly Firm 's address ►

7900 TYSONS ONE PLACE SUITE 800 MCLEAN,VA 22102

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr )

ABRY Advanced Securities Fund III L P P

ABRY Partners VI, L P P

Abry Partners VII, L P P

Abry Senior Equity II, LP P

Abry Senior Equity III, LP P

ABRY Senior Equity IV, LP P

Accel Growth Fund II LP P

Accel X L P P

Accel XI, L P P

Adage Capital Partners, L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable )

Cost or other basis( g) plus expense of sale

Gain or (loss)(h ) ( e) plus (f) minus (g)

1,291

492,443

1,213,131

180,914

886,460

113,851

257,338

328,984

187,458

30,322,223

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

(b)How acquiredP-PurchaseD-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

AEP Feeder Fund IV LLC P

ArcLight Energy Partners Fund III, LP P

Asia Alternatives Capital Partners IV, LP P

Bain Capital (OSI) IX Coinvestment, LP P

Bain Capital (OSI) IX, L P P

Bain Capital Asia Fund, L P P

Bain Capital Fund IX, L P P

Bain Capital IX Coinvestment Fund, L P P

Battery Ventures IX AIV II, LP P

Battery Ventures IX, L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

-102,193

1,524,099

6,516

46,047

171,074

138,673

1,239,339

283,289

69,874

1,134,341

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind ( s) of property sold (e g , real estate ,(a) 2-story brick warehouse, or common stock , 200 shs MLC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day , yr

(d)Date sold

(mo , day, yr

Battery Ventures VIII AIV, LP P

Battery Ventures VIII, L P P

Battery Ventures X, LP P

Bay Area Equity Fund I, L P P

BayNorth Realty Fund VI, LP P

Berkshire Fund VIII, L P P

BPG Investment Partnership VIIfA, LP P

Brickman Real Estate Fund II, LP P

CA Resources Fund ( US Tax Exempt), LP - Series Bain X P

CA Resources Fund ( US Tax Exempt ), LP - Series Bain X (Co-Investment)

P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

-10

106,875

-581

-59,483

64,983

156,515

1,751,714

1,443,674

1,155,073

35,686

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

(b)How acquiredP-PurchaseD-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

Carmel Partners Investment Fund III, LP P

Carmel Partners Investment Fund IV, LP P

Centerbridge Credit Partners TE, LP P

Cerberus Institutional Partners (International), LP (Series One) P

Cerberus Institutional Partners V, LP P

Cerberus Institutional Partners, LP (Series Four) P

CIP VI Institutional Feeder, LP P

CIP4 AIV LP P

CIP5 AIV LP P

CP Investment Fund II, L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

978,275

2,330

-394,370

-288,255

-88,020

-212,890

2,088

367,636

95,668

508,066

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

(b)How acquiredP-PurchaseD-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

Crow Holdings Realty Partners IV-A, LP P

DBL Equity Fund - BAEF II, LP P

Deerfield Private Design Fund III L P P

Dover Street VI, LP (c/o Harbourvest Partners, LLC) P

General Catalyst Group IV, LP P

General Catalyst Group V - Supplemental, LP P

General Catalyst Group V, LP P

Generation IM Climate Solutions Fund (U S ) L P P

Generation IM Global Equity Fund, LLC P

HarbourVest Partners VII - Venture Partnership Fund, L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

589,131

628,613

285,611

627,094

2,539,144

17,570

660,880

834,261

6,437,067

552,120

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

HarbourVest Partners VIII-Venture Fund, L P P

Hayfin Special Opportunities Credit Fund LP P

Highfields Capital IV LP P

IDG-Accel China Capital II L P P

IDG-Accel China Capital L P P

Invest Northwest, L P P

Jubilee Tax Exempt Partners, L P P

Kerogen Energy Fund II, L P P

King Street Capital, L P P

Knightsbridge Venture Capital VI LP P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

2,380,426

46,457

376,448

-47,947

31,547

-15,000

4,285,144

638

1,339,936

1,586,476

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

KSL Capital Partners II TE, L P P

KSL Fillmore CCA Supplemental TE (Alternative), L P P

KSL Fillmore CCA TE (Alternative), L P P

KSL Monroe ML TE (Alternative), L P P

KSL Monroe Offshore (Alternative), L P P

KSL Monroe RP TE (Alternative), L P P

KSL Capital Partners III TE, L P P

KSL Clayton (Alternative), L P P

Lone Star Europe Holdings (U S ), L P P

Lone Star Fund IX US L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

7,032

901,290

1,221,400

2,412

401,607

160,003

134,602

35

119,893

156,527

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

Lone Star Fund V I (U S ), LP P

Lone Star Fund VII (U S ), LP P

Lone Star Fund VIII (U S ), LP P

Lone Star Real Estate Fund (U S ), LP P

Lone Star Real Estate Fund III (U S ), LP P

Lone Star Real Estate Fund IV (US), LP P

Madrona Venture Fund IV, LP P

Madrona Venture Fund V, LP P

Merit Energy Partners F-II, LP P

Mondrian International Small Cap Equity Fund, L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

-143,898

-146,920

1,321,861

-57,572

814,205

38,077

-12,262

-62,763

962

577,391

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate ,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

(b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

Morgan Stanley Private Markets Fund III, L P P

Natural Gas Partners IX, LP P

Natural Gas Partners VIII, LP P

New Enterprise Associates 12, L P P

New Enterprise Associates 13, L P P

New Enterprise Associates 14, L P P

NGP Energy Technology Partners II, LP P

NGP Energy Technology Partners, LP P

NGP Natural Resources X, LP P

NGP Natural Resources XI, LP P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

2,218,108

-111,598

618,048

955,719

-41,517

38,636

249,275

-267

412,522

1,833

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

Oaktree Opportunities Fund VIII AIF (Cayman), L P P

Oaktree Opportunities Fund VIII AIF (Delaware), L P P

Oaktree Opportunities Fund VIII, L P P

Oaktree Opportunities Fund VIIIB AIF (Delaware), L P P

Oaktree Opportunities Fund VIIIB, L P P

OCM Opportunities Fund VI AIF (Delaware), L P P

OCM Opportunities Fund VI, L P P

OCM Opportunities Fund VII AIF (Delaware), L P P

OCM Opportunities Fund VII, L P P

OCM Opportunities Fund VII-B AIF (Cayman), L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

-1,676

9,033

-30,146

43,383

243,034

84

57,632

13,892

55,052

-14,185

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

(b)How acquiredP-PurchaseD-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

OCM Opportunities Fund VIIB AIF (DELAWARE), L P P

OCM Opportunities Fund VIIB, L P P

Patron Capital, L P IV P

Paul Capital Partners VIII-A, LP P

Peak Rock Capital Fund, LP P

Realty Financial Partners VI, LP P

Regiment Capital Special Situations Fund V, L P P

Resource Capital Fund IV, LP P

Resource Capital Fund V, LP P

Resource Capital Fund VI, LP P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)( h) (e) plus (f) minus (g)

1,899

-116,954

735,630

337,742

635,733

-181,536

1,324

-188,886

-98,317

1,539

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs M LC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

Riverstone/Carlyle Global Energy and Power Fund IV (Cayman) LP P

Riverstone/Carlyle Global Energy and Power Fund IV FT, L P P

Riverstone/Carlyle Global Energy and Power Fund V (CAYMAN), LP P

Riverstone/Carlyle Global Energy and Power Fund V FT, LP P

Sequoia Capital China Growth 2010 Fund, L P P

Sequoia Capital China Growth Fund III, L P P

Sequoia Capital China Venture 2010 Fund, LP P

Sequoia Capital China Venture Fund IV, LP P

Sequoia Capital China Venture Fund V, LP P

Sequoia Capital Global Growth Fund, L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

-363

-39,248

-615,847

146,444

400,932

-6

582,084

7,355

-3,151

543

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr )

Sequoia Capital Growth Fund III, LP P

Sequoia Capital India Growth Fund I Ltd P

Sequoia Capital India Growth Fund II, LTD P

Sequoia Capital India III, L P P

Sequoia Capital India IV, L P P

Sequoia Capital U S Growth Fund IV, LP P

Sequoia Capital U S Growth Fund V, LP P

Sequoia Capital U S Growth Fund VI, LP P

Sequoia Capital U S Scout Seed Fund 2013, L P P

Sequoia Capital U S Venture 2010 - Seed Fund, L P P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

29,905

535,534

240,624

250,722

135

630,872

285,911

-162

-939

10,510

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

Sequoia Capital US Venture 2010 Fund, LP P

Sequoia Capital US Venture Fund XIV, LP P

Sequoia Capital US Venture Fund XV, LP P

Sequoia Capital XII, LP P

SIF Ventures III, L P P

State Street US Communtiy Investing Index Non-Lending CommonTrust Fund

P

The Founders Fund V L P P

The Highclere International Investors P

The Lyme Forest Fund TE LP P

Varde Investment Partners, LP P

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

243,141

-22,010

14

564,152

144,815

1,010,827

7,259

-787,228

4,770,992

2,129,617

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

Venrock Associates V, LP P

Vontobel Global Emerging Markets Fund P

Walter Scott International Fund, LLC P

Weathergage Venture Capital LP P

WGI Emerging Markets Fund, LLC P

WTC-CTF Commodities Portfolio P

PUBLICLY TRADED INVESTMENTS

505 MARY - ATLANTA HOMES LLC P 2014-01-01 2015-01-12

ARCLIGHT ENERGY PARTNERS FUND III P 2006-05-31 2015-12-31

BAY AREA EQUITY FUND P 2004-04-30 2015-12-31

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable )

Cost or other basis( g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

707,559

-2,516,100

1,566,470

986,414

2,066,432

-5,468,278

204,455,114 180,349,293 24,105,821

39,500 -39,500

740,367 740,367

79,285 79,285

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

How acquiredP-Purchase

(b) D-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

BAYNORTH REALTY FUND VI, L P P 2004-11-30 2015-12-31

CF DV EM SIF 2 P 2012-02-16 2015-01-16

CF DV EM SIF 2 P 2012-02-16 2015-07-30

CF DV EM SIF 2 P 2012-02-16 2015-10-20

CF DV EM SIF 2 P 2015-09-01 2015-11-30

CF DV EM SIF 2 P 2014-07-01 2015-11-30

CF DV EM SIF 2 P 2014-06-02 2015-11-30

CF DV EM SIF 2 P 2014-05-01 2015-11-30

CF DV EM SIF 2 P 2014-04-01 2015-11-30

CF DV EM SIF 2 P 2014-03-03 2015-11-30

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

147,445 147,445

8,577 8,657 -80

17,303 18,342 -1,039

8,992 9,428 -436

10,101 10,994 -893

51,445 55,994 -4,549

30,955 33,693 -2,737

40,369 43,939 -3,570

19,459 21,179 -1,721

11,630 12,659 -1,028

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

CF DV EM SIF 2 P 2014-02-03 2015-11-30

CF DV EM SIF 2 P 2014-01-02 2015-11-30

CF DV EM SIF 2 P 2013-12-02 2015-11-30

CF DV EM SIF 2 P 2013-11-01 2015-11-30

CF DV EM SIF 2 P 2014-09-02 2015-11-30

CF DV EM SIF 2 P 2015-08-03 2015-11-30

CF DV EM SIF 2 P 2013-08-01 2015-11-30

CF DV EM SIF 2 P 2015-07-01 2015-11-30

CF DV EM SIF 2 P 2015-06-01 2015-11-30

CF DV EM SIF 2 P 2015-05-01 2015-11-30

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable )

Cost or other basis( g) plus expense of sale

Gain or (loss)( h) (e) plus ( f) minus (g)

17,277 18,805 -1,528

13,792 15,011 -1,220

8,161 8,882 -722

12,489 13,594 -1,104

13,159 14,322 -1,164

35,944 39,122 -3,178

6,089 6,627 -538

79,734 86,785 -7,051

22,889 24,914 -2,024

24,633 26,812 -2,178

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

CF DV EM SIF 2 P 2015-04-01 2015-11-30

CF DV EM SIF 2 P 2015-03-02 2015-11-30

CF DV EM SIF 2 P 2015-02-02 2015-11-30

CF DV EM SIF 2 P 2015-01-02 2015-11-30

CF DV EM SIF 2 P 2014-12-01 2015-11-30

CF DV EM SIF 2 P 2015-11-02 2015-11-30

CF DV EM SIF 2 P 2012-09-04 2015-11-30

CF DV EM SIF 2 P 2014-10-01 2015-11-30

CF DV EM SIF 2 P 2012-07-02 2015-11-30

CF DV EM SIF 2 P 2013-07-01 2015-11-30

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

17,418 18,959 -1,540

12,283 13,370 -1,086

5,435 5,916 -481

34,771 37,846 -3,075

8,039 8,750 -711

10,062 10,951 -890

13,869 15,095 -1,226

26,852 29,226 -2,374

289,956 315,596 -25,640

56,349 61,331 -4,983

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

CF DV EM SIF 2 P 2013-06-03 2015-11-30

CF DV EM SIF 2 P 2013-05-01 2015-11-30

CF DV EM SIF 2 P 2013-04-01 2015-11-30

CF DV EM SIF 2 P 2013-03-01 2015-11-30

CF DV EM SIF 2 P 2013-02-01 2015-11-30

CF DV EM SIF 2 P 2013-01-02 2015-11-30

CF DV EM SIF 2 P 2012-12-03 2015-11-30

CF DV EM SIF 2 P 2013-09-03 2015-11-30

CF DV EM SIF 2 P 2012-10-01 2015-11-30

CF DV EM SIF 2 P 2012-08-01 2015-11-30

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable )

Cost or other basis( g) plus expense of sale

Gain or (loss)( h) (e) plus ( f) minus (g)

46,140 50,220 -4,080

38,197 41,574 -3,378

19,074 20,761 -1,687

6,029 6,562 -533

9,013 9,810 -797

14,579 15,869 -1,289

10,755 11,706 -951

12,129 13,202 -1,073

30,681 33,394 -2,713

21,836 23,767 -1,931

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

CF DV EM SIF 2 P 2015-10-01 2015-11-30

CF DV EM SIF 2 P 2012-06-01 2015-11-30

CF DV EM SIF 2 P 2012-05-03 2015-11-30

CF DV EM SIF 2 P 2012-04-04 2015-11-30

CF DV EM SIF 2 P 2012-03-05 2015-11-30

CF DV EM SIF 2 P 2012-02-16 2015-11-30

CF DV EM SIF 2 P 2012-11-01 2015-11-30

CF DV EM SIF 2 P 2014-08-01 2015-11-30

CF DV EM SIF 2 P 2014-11-03 2015-11-30

CF DV EM SIF 2 P 2013-10-01 2015-11-30

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable )

Cost or other basis( g) plus expense of sale

Gain or (loss)(h) (e) plus (f) minus (g)

38,527 41,933 -3,407

284,098 309,220 -25,122

247,903 269,825 -21,921

257,157 279,897 -22,740

11,814 12,859 -1,045

12,709,035 13,832,864 -1,123,829

13,699 14,910 -1,211

52,237 56,857 -4,619

14,010 15,248 -1,239

32,273 35,127 -2,854

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

( b)How acquiredP-PurchaseD-Donation

(c)Date acquired(mo , day, yr

(d)Date sold

(mo , day, yr

CF LARGE CAP STOCK - CAPITAL GAINS DISTRIBUTION P 2015-01-01 2015-12-31

CF LARGE CAP STOCK INDEX FUND P 2011-05-23 2015-01-15

CF LARGE CAP STOCK INDEX FUND P 2011-05-23 2015-03-31

CF LARGE CAP STOCK INDEX FUND P 2011-05-23 2015-07-29

CF LARGE CAP STOCK INDEX FUND P 2011-05-23 2015-10-20

GRAHAM GLOBAL INVESTMENT FUND II, LTD P 2012-06-30 2015-10-31

JUBILEE TAX EXEMPT PARTNERS, L P P 2009-12-31 2015-12-31

MASON CAPITAL, LTD P 2006-06-30 2015-07-31

MKP OPPORTUNITY OFFSHORE, LTD P 2012-01-03 2015-11-30

PENNANT WINWARD FUND LTD P 2009-10-01 2015-06-30

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable )

Cost or other basis( g) plus expense of sale

Gain or (loss)(h) (e) plus ( f) minus (g)

612,066 -612,066

1,683 2,188 -505

27,000,001 34,345,234 -7,345,233

1,994 2,591 -597

311 418 -107

6,567,373 5,450,000 1,117,373

25,362,526 27,093,111 -1,730,585

23,349,000 17,244,201 6,104,799

6,037,131 5,350,000 687,131

26,930,202 18,718,941 8,211,261

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns 1 -

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns a - d

List and describe the kind(s) of property sold (e g , real estate,(a) 2-story brick warehouse, or common stock, 200 shs MLC Co

(b)How acquiredP-PurchaseD-Donation

Date acquired(c) (mo , day, yr

(d)Date sold

(mo , day, yr

SRI 7 REIT P 2015-01-02 2015-12-31

SRI 9 REIT P 2015-01-02 2015-12-31

SUMMIT PARTNERS EUROPE PRIVATE EQUITY FUND, L P P 2009-07-24 2015-01-01

TPG ENDOWMENT FUND V, L P P 2006-08-31 2015-01-01

TPG FUND VI, L P P 2008-04-30 2015-01-01

VESTAR CAPITAL PARTNERS V, L P P 2005-12-06 2015-01-01

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns e - h

(e) Gross sales price Depreciation allowed(f) (or allowable)

Cost or other basis(g) plus expense of sale

Gain or (loss)( h) (e) plus (f) minus (g)

1,064,577 1,064,577

1,275,815 1,275,815

665,432 577,572 87,860

7,626,672 6,204,760 1,421,912

8,424,300 5,933,869 2,490,431

4,208,289 3,867,366 340,923

Form 990PF Part IV - Capital Gains and Losses for Tax on Investment Income - Columns i -

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 Gains (Col (h) gain minuscol (k), but not less than -0-) or

(i) F M V as of 12/31/69 Adjusted basis Excess of col (1) (I) Losses (from col (h))(j) as of 12/31/69 (k) over col (j), if any

1,064,577

1,275,815

87,860

1,421,912

2,490,431

340,923

Form 990PF Part VII-A Line 8a

Enter the states to which the foundation reports or with AL,AR,CA,CO,CT,DC,DE,FL,GA,IL,LA,ME,MD,MA,MN,MO,MT,NH,NJ,which it is registered NM, NY, NC, N D, O K, O R, PA, RI, SC, UT, VT, VA, WA, WV, WI

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Alliance for Strong Families and PC Support for mobilizing 200,000Communities Inc residential providers to shift to11700 West Lake Park Drive home-and community-based,Milwaukee, WI 532243099 child-centered services

Beech Brook 3737 Lander Road PC Support work as a member of 105,000Cleveland,OH 44124 the Provider Exchange

Center for Health Care Strategies Inc PC Support to provide Medicaid 84,764200 American Metro Blvd Suite 119 technical assistance to Rhode

Hamilton, NJ 08619 Island Department ofChildrenYouth and Families

Chapin Hall CenterforChildren PC Support for the Center for 15,0001313 East 60th Street State Child Welfare DataChicago,IL 606372830

Child and Family Services of Newport PC Provide general operating 70,000County support31 John Clarke Road

Middletown, RI 02842

Child Trends Inc PC Support for Kinship Diversion 65,8897315 Wisconsin Avenue Suite Measurement1200WBethesda, M D 20814

Children's Hospital of Philadelphia PC Support for the Frontline 160,81734th Street and Civic Center Qualitative ProjectBoulevard Room 1543 CHOP NorthPhiladelphia, PA 191044399

Cooperative Personnel Services dba GOV Support for Human Resource 60,000CPS HR Consulting Reform for Child Protection241 Lathrop WaySacramento,CA 95815

Harlem Children's Zone Inc PC Provide general operating 250,00035 East 125th Street supportNewYork,NY 10035

Institute for Child Outcomes Inc PC Support for a child welfare 3,359,7851 Speen Street Suite 130 behavioral healthFramingham, MA 01701 measurement system

Jewish Family and Children's Service PC Support for consultants within 690,00010950 Schuetz Road the Child Welfare Strategies

St Louis, MO 63146 Group work

Jim Casey Youth Opportunities POF Support for consultants within 3,146,634Initiative Inc the Child Welfare Strategies222 South Central Avenue Suite 305 Group workSt Louis, MO 63105

Justice Resource Institute PC Support for the development 23,9161269 Beacon Street First Floor and support for theBrookline, MA 02446 Attachment, Self-Regulation

and Competency-Based SkillsCurriculum for Foster Parents

KVC Health Systems Inc SO II Support work as a member of 105,00021350 West 153rd Street the Provider ExchangeO lathe, KS 660615413

North American Council on PC Provide general operating 1,000Adoptable Children Inc support970 Raymond Avenue Suite 106St Paul,MN 551141149

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Public Children Services Association PC Support for Child Welfare 25,000of Ohio Inc Strategy Group Engagement37 West Broad Street Suite 1100 sites Peer to Peer Learning

Columbus,OH 43215 Journeys to Cuyahoga CountyDepartment of Children andFamily Services

Stanford Youth Solutions PC Support work as a member of 165,0008912 Volunteer Lane the Provider ExchangeSacramento,CA 95826

State ofConnecticut Department of GOV Provide general operating 12,000Children and Families support505 Hudson StHartford,CT 06106

Strive Merger 556 Valley Way PC Support for the Strive for 100,000Milpitas,CA 95035 College National Virtual

Mentoring Program

The Children's Village 1 Echo Hills PC Support for developing and 80,000Dobbs Ferry, NY 10522 implementing the Integrated

Treatment Model for crossoveryouth

The Children's Village 1 Echo Hills PC Support work as a member of 105,000Dobbs Ferry, NY 10522 the Provider Exchange

The Community Foundation for the PC Support for the Youth 140,000National Capital Region Transition Funders Group and1201 15th Street NW Suite 420 Foster Care Work GroupWashington, DC 20005

Tufts Medical Center Physicians PC Provide general operating 2,000Organization - Pratt Psychiatric supportAssociates800 Washington Street 1007Boston, MA 02111

University of Maryland Baltimore GO V Support for a partnership with 20,000Sponsored Programs Administrative Medicaid Opportunity to620 West Lexington Street 4th Floor Advance Child Welfare GoalsBaltimore, MD 21201 paper

Youth Catalytics Inc PO Box 35 PC Provide general operating 75,000Charlotte,VT 05445 support

Youth Law Center PC Support to implement the 50,000200 Pine Street Suite 300 Quality Parenting InitiativeSan Francisco,CA 94104

Jim Casey Youth Opportunities POF Support to assist with the 5,892,273Initiative Inc transition from demonstration222 South Central Avenue Suite 305 to replication and co-St Louis, MO 63105 investment

Case Commons Inc POF Support implementation of 3,800,00071 West 23rd Street 2nd Floor Case Commons, Inc andNew York, NY 10010 Casebook development

22nd Judicial Circuit of Missouri GOV Support for a Juvenile Justice 34,690Family Court-Juvenile Division dba Deep End local siteSt Lo920 North VandeventerSt Louis, MO 63108

Ada County Juvenile Court Services GOV Support replication of the 15,0006300 West Denton Street Juvenile DetentionBoise, ID 83704 Alternatives Initiative

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Alabama Administrative Office of GOV Support replication of the 25,000Courts Juvenile Detention300 Dexter Avenue Alternatives InitiativeMontgomery,AL 361043741

Alliance for Open Society PC Support to promote policies 75,000International Inc that will remove Maryland201 North Charles Street Suite juveniles from adult jails, end1300 or limit the automaticBaltimore, MD 21201 prosecution of youth as adults

and expand community-basedalternatives to incarceration

Arizona Supreme Court GOV Support replication of the 75,000Juvenile Justice Services Division Juvenile DetentionAdministrative Office of the Courts Alternatives InitiativePhoenix,AZ 85007

Association on American Indian PC Support site selection 50,000Affairs activities associated with966 Hungerford Drive Suite 12B implementing the JuvenileRockville,MD 20850 Detention Alternatives

Initiative in Native Americancommunities

Bernalillo County Juvenile Detention GOV Support for Juvenile Justice 50,000Center Deep End local site5100 2nd Street NW

Albuquerque,NM 87107

Bernalillo County Juvenile Detention GOV Support to solidify Bernalillo 105,000Center County, New Mexico's5100 2nd Street NW detention reforms and to serve

Albuquerque,NM 87107 as a host site to otherjurisdictions seeking toreplicate the JuvenileDetention AlternativesInitiative

Bethune-Cookman University PC Support Florida's Historically 45,392640 Dr Mary Mcleod Bethune Blvd Black Colleges talent pipelineDaytona Beach, FL 321143012 project

Caring Communities Inc PC Support to strengthen the 100,0003418 Knipp Drive Suite A-2 transition process andJefferson City, MO 65109 services for youth committed

to the Missouri Division ofYouth Services

Center for Children's Law and Policy PC Support to conduct re- 20,000Inc assessment of Cook County's1701 K Street NW Suite 1100 Juvenile Temporary DetentionWashington, DC 20006 Center

Center for Children's Law and Policy PC Support to provide technical 675,000Inc assistance to sites replicating1701 K Street NW Suite 1100 the Juvenile DetentionWashington, DC 20006 Alternatives Initiative

Citizens for Juvenile Justice PC Support the coordination of a 50,00044 School Street Suite 400 multi-agency initiative toBoston, MA 02108 incorporate a positive youth

development approach into theCommonwealth ofMassachusetts's juvenilejustice and child welfaresystems

City and County of San Francisco GOV Support replication of the 15,000Juvenile Probation Department Juvenile Detention375 Woodside Avenue Alternatives Initiative with anSan Francisco,CA 94127 emphasis on Youth

Development and YouthLeadership

Clark County Department ofJuvenile GOV Support replication of the 15,000Justice Services Juvenile Detention601 North Pecos Road Alternatives Initiative

Las Vegas,NV 89101

Clayton County Juvenile Justice PC Support replication of the 50,000Fund Inc Juvenile Detention9163 Tara Boulevard Clayton Alternatives Initiative inCounty Clayton County, GeorgiaYouth Development Justice CenterJonesboro,GA 30236

Coalition for Juvenile Justice PC Support youth engagement 227,0001319 F Street NW Suite 402Washington, DC 20004

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Commonweal PO Box 316 PC Support to provide technical 50,000Bolinas,CA 94924 assistance to the Juvenile

Detention AlternativesInitiative replication sites

Community Resources for Justice Inc PC Support to provide technical 23,000355 Boylston Street assistance and training to

Boston, MA 02116 state deep end sites

Cook County Illinois GOV Support the solidification of 110,0001100 South Hamilton Cook County Illinois' juvenileChicago,IL 60612 detention reforms and to serve

as a host site for otherJurisdictions seeking toreplicate the JuvenileDetention AlternativesInitiative

Council ofJuvenile Correctional PC Support a convening to inform 110,000Administrators and advance the replacing639 Granite St Suite 112 youth prisons initiativeBraintree,MA 02184

Council ofJuvenile Court Judges of GOV Support replication of the 150,000Georgia Juvenile Detention230 Peachtree Street NW Suite Alternatives Initiative1625Atlanta,GA 30303

County ofVentura Probation Agency GOV Support replication of the 15,0004333 Vineyard Ave Juvenile DetentionOxnard,CA 93036 Alternatives Initiative

Criminal Justice Coordinating GOV Support for Juvenile Detention 15,000Council Alternatives Initiative441 4th Street N W Suite 715NWashington, DC 20001

Dakota County Community GOV Support the Juvenile Justice 50,000Corrections Deep End local site grant14955 Galaxie AvenueAppleValley,MN 55124

Dallas County Juvenile Department GOV Support to replicate the 15,000Henry Wade Juvenile Justice Center Juvenile Detention2600 Lone Star Drive Alternatives Initiative inDallas,TX 75212 Dallas County, Texas

Delaware Department of Services for GOV Support replication of the 15,000Children Youth and Their Families Juvenile DetentionDelaware Youth and Family Center Alternatives Initiative1825 Faulkland RoadWilmington, DE 19805

Dream Corps Unlimited PC Support a national convening 50,0001611 Telegraph Ave 6th Floor to address and highlightOakland, CA 94612 solutions to ending mass

incarceration, includingpolicies that work best foryouth

Edward Waters College PC Support the implementation of 15,0001658 Kings Road the Florida Historically BlackJacksonville, FL 322096167 Colleges and Universities

Talent Pipeline Project

Emory University PC Support to provide technical, 166,000Barton Child Law and Policy Center policy and legal expertise in1301 Clifton Road the state of Georgia asAtlanta, GA 30322 Jurisdictions attempt

successful implementation ofreforms resulting from thepassage of the 2013 JuvenileJustice Reform Act

Florida A & M University Box 387 PC Support the implementation of 15,000Tallahassee, FL 32307 the Florida Historically Black

Colleges and UniversitiesTalent Pipeline Project

Florida Juvenile Justice Foundation PC Support implementation of the 125,000Inc Juvenile Detention2737 Centerview Drive Knight Alternatives Initiative inBuilding 3rd Floor FloridaTallahassee, FL 32399

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Florida Memorial University Inc PC Support the implementation of 15,00015800 NW 42nd Avenue the Florida Historically BlackMiami Gardens, FL 330546199 Colleges and Universities

Talent Pipeline Project

Franklin County Juvenile Court GOV Support for Juvenile Justice 50,000Franklin County Juvenile Court 373 Deep End local siteSouth High StreetColumbus,OH 43215

Hawaii State Judiciary GOV Support replication of the 25,000Office of the Administrative Juvenile Justice DetentionDirector of Courts 417 South King S Alternatives InitiativeHonolulu, HI 968132902

Hennepin County Department of GOV Support for Juvenile Justice 50,000Community Corrections & Deep End Local SiteRehabilitationHennepin County Government CenterSuite C2320Minneapolis, MN 554870533

INDIANA UNIVERSITY OF PA- SO III NFI Support to provide 10,000RESEARCH INSTITUTE consultation to the Juvenile1179 Grant Street Suite One Justice Strategy Group onIndiana, PA 15701 probation transformation

outcomes and assist inbuilding evidence that willinform a new Juvenile probationmodel

Interaction Institute PC Support Bernalillo County 50,00070 Fargo Street Suite 908 Juvenile DetentionBoston, MA 02210 Alternatives Initiative

Reducing Racial and EthnicDisparities Subcommittee'sefforts to reduce racial andethnic disparities

Iowa Division ofCriminal and GOV Support replication of the 50,000Juvenile Justice Planning Juvenile DetentionIowa Department of Human Rights Alternatives Initiative321East 12thDes Moines,IA 50319

Justice for Families PC Support to promote the full 290,0001913 Azalea Street engagement of families inSulphur,LA 70663 Juvenile Justice system reform

Justice Policy Institute PC Support for replacing Youth 74,0001012 14th Street NW Suite 600 Prisons Research and AnalysisWashington, DC 20005

Justice Policy Institute PC Support to provide technical 250,0001012 14th Street NW Suite 600 assistance and support theWashington, DC 20005 development and maintenance

of the web-based TechnicalAssistance hub for deep endsites

Justice Systems Partners PC Support development of 100,000PO Box 970 alternatives to JuvenileSouth Easton, MA 023750970 Correctional Centers in

Virginia

Justleadershipusa Inc PC Sponsorship for "Leading with 1,500555 Lenox Avenue Suite 4C Conviction Annual Banquet"NewYork,NY 10037

Juvenile Court Resources Inc PC Support replication of the 25,00062910 OB Riley Road Suite A208 Juvenile DetentionBend,OR 97701 Alternatives Initiative in

multiple counties in Oregon

Kentucky Department ofJuvenile GOV Support state scale replication 50,000Justice of the Juvenile Detention1025 Capital Center Drive 3rd Floor Alternatives InitiativeFrankfort, KY 40601

Lucas County Ohio - Court of GOV Support for a Juvenile Justice 50,000Common Pleas dba Lucas County Deep End local siteJuvenile Court1801 Spielbusch AveToledo,OH 43604

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Lucas County Ohio - Court of GOV Support the implementation of 150,000Common Pleas dba Lucas County a pilot project designed to re-Juvenile Court engineer front-line practice in1801 Spielbusch Ave Juvenile probationToledo,OH 43604

Marion County Commission on Youth PC Support for Marion County 11,000Inc dba MCCOY Inc Youth and Family Engagement3901 N Meridian Suite 201

Indianapolis,IN 462080409

Marion County Commission on Youth PC Support for Marion County 150,000Inc dba MCCOY Inc Juvenile Justice Pay for3901 N Meridian Suite 201 Success

Indianapolis, IN 462080409

Marion County Superior Court GOV Support replication of the 15,000200 E Washington Street Suite 1221 Juvenile DetentionIndianapolis, IN 46204 Alternatives Initiative

Marion County Superior Court GOV Support for a Juvenile Justice 50,000200 E Washington Street Suite 1221 Deep End local siteIndianapolis, IN 46204

Massachusetts Department of Youth GOV Support replication of the 50,000Services Juvenile Detention600 Washington Street 4th Floor Alternatives Initiative

Boston, MA 02111

Mississippi Band ofChoctaw Indians GOV Support to replicate the 50,000PO Box 6010 101 Industrial Road Juvenile Detention

Choctaw, MS 39350 Alternatives Initiative onNative American reservations

Missouri Juvenile Justice PC Provide general operating 10,000Association support618 East Capitol Avenue PO Box1332Jefferson City, MO 65102

Missouri Juvenile Justice PC Support to provide technical 60,000Association assistance to sites replicating618 East Capitol Avenue PO Box the Juvenile Detention1332 Alternatives InitiativeJefferson City,MO 65102

Missouri Youth Services Institute PC Support to provide assistance 635,0001906 Hayselton Drive to the Virginia Department ofJefferson City, MO 65109 Juvenile Justice and to

promote the Missouri Divisionof Youth Services as a modelyouth corrections site

Morehouse College PC Support the Juvenile Detention 110,000Computer Science 830 Westview Alternatives Initiative dataDrive management and reporting webSW siteAtlanta,GA 30314

Multnomah County Department of GOV Support to sustain and deepen 130,000Juvenile & Adult Community Justice juvenile detention reforms in501 SE Hawthorne Boulevard Suite Multnomah County, Oregon250 and to support its activities asPortland,OR 97214 a model site to other

jurisdictions seeking toreplicate the JuvenileDetention AlternativesInitiative

National Council on Crime & PC Support for the Nevada 50,000Delinquency Residential Placement Reform1970 Broadway Suite 500Oakland,CA 946124105

National Council on Crime & PC Support forTechnical 427,000Delinquency Assistance with Local and1970 Broadway Suite 500 State Deep End ReformOakland,CA 946124105

National Juvenile Defender Center PC Support to provide technical 100,0001350 Connecticut Avenue NW Suite assistance to sites replicating304 the Juvenile DetentionWashington, DC 20036 Alternatives Initiative

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or A mountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Nebraska Supreme Court Office of GOV Support replication of the 25,000Probation Juvenile Detention521 South 14th Alternatives Initiative inLincoln, NE 68508 Nebraska

New Hampshire Judicial Branch GOV Support replication of the 5,000Administrative Office of the Courts Juvenile Detention2 Charles Doe Drive Alternatives InitiativeConcord, NH 03301

New York State Unified Court System GO V Support for the Juvenile 75,0002500 Pondview Suite 104 Detention Alternatives

CastletononHudson,NY 12033 Initiative Site

Nova Southeastern University PC Support to provide technical 25,000Office of Sponsored Programs 3301 assistance to sites replicatingCollege Avenue the Juvenile DetentionFt Lauderdale, FL 33314 Alternatives Initiative

Ohio Department of Youth Services GOV Support replication of the 75,000Division of Parole Courts and Juvenile DetentionCommunity 30 West Spring Street Alternatives Initiative in OhioColumbus,OH 43215

Pennsylvania Council of Chief NC Support replication of the 25,000Juvenile Probation Officers Juvenile Detention455 Hamilton Street Alternatives Initiative inAllentown, PA 181011614 Pennsylvania

Pretrial Justice Institute PC Support for Fundamentals 40,000305 Main St Suite 200 Training and Development ofGaithersburg, MD 20878 Training Plan for Local Deep

End Initiative

Pretrial Justice Institute PC Support to provide technical 436,052305 Main St Suite 200 assistance and training toGaithersburg, MD 20878 sites replicating the Juvenile

Detention AlternativesInitiative

Pima County Juvenile Court GOV Support replication of the 15,0002225 East Ajo Way Juvenile DetentionTucson, AZ 85713 Alternatives Initiative

Ramsey County Community GOV SUPPORT FOR JUVENILE 50,000Corrections JUSTICE DEEP END LOCAL15 W Kellogg Blvd Suite 250 SITECourthouseSt Paul, MN 55102

Rhode Island KIDS COUNT Inc PC Support replication of the 25,000One Union Station Juvenile DetentionProvidence, RI 02903 Alternatives Initiative in

Rhode Island

Santa Cruz County California GOV Support to Santa Cruz County, 75,000PO Box 1812 California to solidify itsSanta Cruz,CA 95061 detention reforms and to serve

as a host site to otherJurisdictions seeking toreplicate the JuvenileDetention AlternativesInitiative

School and Main Institute Inc PC Support for the Juvenile 50,000225 Friend Street 11 Justice Talent PipelineBoston, MA 02114 Initiative

Shelby County Government GOV Support state scale replication 50,000160 N Main Second Floor of the Juvenile DetentionMemphis, TN 38103 Alternatives Initiative in

Tennessee

South Dakota Unified Judicial System GOV Support replication of the 25,000500 East Capitol Ave Juvenile Detention

Pierre, SD 57501 Alternatives Initiative inSouth Dakota

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Southern Poverty Law Center PC Support to produce Community 25,000PO Box 2087 Asset-Mapping GuideMontgomery, AL 361022087

Southwest Key Program Inc PC Support to convene a meeting 5,0006002 Jain Lane of a coalition of Latino leadersAustin,TX 78721 from throughout the country to

examine issues regardingLatinos in the juvenile justicesystem

State of Alabama Department of GOV Support replication of the 75,000Youth Services Juvenile Detention AlternativePO Box 66 Initiative in AlabamaMt Meigs,AL 36057

State of Kansas Department of GO V Support replication of the 50,000Corrections Juvenile Detention714 SW Jackson Suite 300 Alternatives Initiative inTopeka, KS 66603 Kansas

State of Mississippi Office of the GOV Support replication of the 25,000Attorney General Juvenile DetentionWalter Sillers Building PO Box 220 Alternatives InitiativeJackson, MS 392050220

State of Montana GOV Support replication of the 25,000Montana Board of Crime Control PO Juvenile DetentionBox 201408 Alternatives Initiative inHelena, MT 596201408 Montana

State of NewJersey Office of the GOV Support for Deep end site for 50,000Attorney General New Jersey/Camden25 Market Street PO Box 081Trenton, NJ 086250080

State ofNewJersey Office of the GOV SUPPORT REPLICATION OF 125,000Attorney General THE JUVENILE DETENTION25 Market Street PO Box 081 ALTERNATIVES INITIATIVETrenton,NJ 086250080 IN NEW JERSEY AND ALLOW

THE STATE OF NEW JERSEYTO SERVE AS A MODEL SITEFOR STATES SEEKING TOSCALE UP THEIRREPLICATION OF THEJUVENILE DETENTIONALTERNATIVES INITIATIVE

State of Washington Department of GOV Support replication of the 25,000Social and Health Services Juvenile DetentionOffice of Juvenile Justice PO Box Alternatives Initiative in the45828 state of WashingtonOlympia, WA 985045828

The Association of Black PC Support the production of a 55,000Psychologists white paper exploring the7119 Allentown Rd Suite 203 implications of mental healthFt Washington, M D 20744 practices on youth of color

within the juvenile justicesystem to be written andissued by the Alliance ofNational PsychologicalAssociations for Racial andEthnic Equity

Trustees of Boston College PC Support technical assistance 25,000Office for Sponsored Programs 140 on issues related to girls andCommonwealth Avenue to sites implementing theChestnut Hill, MA 024673807 Juvenile Detention

Alternatives Initiative

University of Maine System PC Support replication of the 25,000Research Service Center PO Box Juvenile Detention9300 Alternatives Initiative in MainePortland,ME 04104

Vera Institute of Justice Inc PC Support to provide quantitative 51,300233 Broadway Woolworth Building analysis and other technicalNew York, NY 10279 assistance to support deep end

juvenile justice reform

Vera Institute ofJustice Inc PC Support to conduct family 141,825233 Broadway Woolworth Building engagement assessment andNew York, NY 10279 provide technical assistance to

Virginia

W Haywood Burns Institute PC Support to provide specialized 15,000475 14th Street Suite 800 technical assistance to pilotOakland,CA 94612 site expanding detention

reform to the Deep End

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness ) or substantial contributor

a Paid during the year

W Haywood Burns Institute PC Support to provide technical 880,000475 14th Street Suite 800 assistance to sites replicatingOakland,CA 94612 the Juvenile Detention

Alternatives Initiative

Washoe County Department of GOV Support replication of the 1,000Juvenile Services Juvenile Detention AlternativesPO Box 11130 InitiativeReno,NV 895200027

Youth Law Center PC Support via technical 57,000200 Pine Street Suite 300 assistance to sites replicatingSan Francisco , CA 94104 the Juvenile Detention

Alternatives Initiative

Youth Law TEAM of Indiana Inc PC Support state scale replication 75,0001800 N Meridian St Suite 410 of the Juvenile DetentionIndianapolis, IN 46202 Alternatives Initiative in

Indiana

Youth Network Council PC Support replication of the 25,000333 S Wabash Suite 2750 Juvenile Detention AlternativesChicago,IL 60604 Initiative

Youth Network Council PC Support Cook County, Illinois' 20,000333 S Wabash Suite 2750 Juvenile Detention AlternativesChicago,IL 60604 Initiative host site activities

American Training Inc PC Support the Building Bridges 3,0006 Campanelli Drive summer event that was held inAndover,MA 01810 August2015

Center for Health Care Strategies PC Support to conduct the Faces of 49,960Inc Medicaid - Child Behavioral200 American Metro Blvd Suite 119 Health StudyHamilton, NJ 08619

Center for the Study of Social Policy PC Support the Alliance for Racial 200,0001575 Eye Street NW Suite 500 Equity to significantly reduce

Washington , DC 20005 racial disproportionality anddisparity in partneringjurisdictions to significantlyimprove outcomes for childrenand families of color involvedwith the child welfare system

Center for the Study of Social Policy PC Support the development and 200,0001575 Eye Street NW Suite 500 implementation of the

Washington , DC 20005 Evidence2Success model inthe initial sites

Center for the Study of Social Policy PC Support to develop a 450,0001575 Eye Street NW Suite 500 comprehensive multi-

Washington , DC 20005 generation strategy for servingpregnant and parenting youth infoster care

Child Trends Inc PC Support to evaluate the 75,0007315 Wisconsin Avenue Suite scaling - up of the Wendy's1200W Wonderful Kids adoptionBethesda , MD 20814 recruitment

Children and Families First Delaware PC Support the Functional Family 145,519Inc Therapy - Trauma Foster Care2005 Baynard Blvd adaptation

Wilmington , DE 19802

Dallas County Childrens Policy PC Provide general operating 12,000Council support105 Lauderdale StSelma,AL 36701

DePaul University PC Support to evaluate the school - 176,777Office ofAdvancement 1 E Jackson based mental health Act andBoulevard Adapt program and its impactChicago,IL 606042287 on mental health , behavior and

education outcomes

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Divine Empowerment Leadership and PC Support the expanding 30,400Family Development Institute Inc evidence project3031 Stone Bridge Trail

Conyers,GA 30094

Drexel University PC Support to conduct a quasi- 440,987Office of Research Administration experimental evaluation of3201 Arch Street Healing Hurt PeoplePhiladelphia,PA 19102

Georgia State University Research PC Support the home visiting 146,000Foundation Inc parent engagementPO Box 3999 collaborative working groupAtlanta,GA 303023999

Georgia State University Research PC Support the evaluation and 317,835Foundation Inc dissemination of Parents asPO Box 3999 Teachers and SafeCare atAtlanta,GA 303023999 Home (PATSCH) to improve

outcomes for high risk families

Grantmakers for Education PC Provide general operating 12,750720 SW Washington Street Suite support605Portland,OR 97205

Healthy Teen Network PC Support to provide activities 55,0001501 St Paul Street Suite 124 that complement those beingBaltimore, M D 21202 conducted under the Tier 1 B

grant from the Office ofAdolescent Health

Jeremiah Program PC Support evaluation 100,0001510 Laurel Avenue Suite 100 development for a two-Minneapolis,MN 55403 generation program

Juvenile Law Center PC Support for the evidence based 206,500The Philadelphia Building 1315 practice developmentWalnut Street - 4th FloorPhiladelphia,PA 19107

KVC Health Systems Inc SO II Support to determine the 172,90021350 West 153rd Street impact of implementingOlathe,KS 660615413 Trauma Systems Therapy

(TST), an evidence supportedtrauma intervention, for 800children referred for out-of-home placement from fivecounties in Kansas

MDRC PC Support to evaluate the Youth 200,00016 East 34th Street 19th Floor Villages Transitional LivingNewYork,NY 100164326 Program

Medical University of South Carolina GOV Support for Youth Outcomes of 63,629Research Sponsored Programs 19 BlueSky in New York AHagood Avenue Suite 606 MSC 808 Randomized TrialCharleston,SC 294255120

Medical University of South Carolina GOV Support to develop an Ecologic 69,000Research Sponsored Programs 19 Model for Intimate Partner

Hagood Avenue Suite 606 MSC 808 Violence in Cases ofChildCharleston, SC 294255120 Maltreatment

Minuchin Center for the Family PC Support to develop and 197,187PO Box 258 evaluate a Structural FamilyOaklyn, NJ 08107 Therapy model for prevention

programs in public childwelfare

National Center for Youth Law PC Support evidence-building for 100,000405 14th Street 15th Floor FosterEd modelOakland,CA 94612

National Federation of Families for PC Provide general operating 15,000Children's Mental Health Inc support12320 Parklawn DriveRockville, MD 20852

- - -. . . . .Total . . . . . . . . . .

-. . . . . . . . .

- -. . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

National Public Education Support PC Provide general operating 12,500Fund support1825 K Street NW Suite 400Washington, DC 20006

New York University PC Support to develop and 160,000NYU Office of Sponsored Programs evaluate Trauma Systems665 Broadway Suite 801 Therapy-Foster Care (TST-FC)NewYork,NY 100122338 adaptation

Oklahoma Institute for Child PC Support the demonstration, 100,000Advocacy evaluation and dissemination3800 N Classen Blvd Suite 230 of the POWER ThroughOklahoma City,OK 73118 Choices (PTC) 2010 project

Origins Program PC Support for adolescents' 125,0003805 Grand Avenue South development needs by creatingMinneapolis, MN 55409 classroom context that

promotes healthy adult andpeer relationships as well asstudent independence

O SLC Developments Inc PC Support to focus on older youth 25,00010 Shelton McMurphey Blvd that are at greatest needEugene,OR 97401

Parents As Teachers National Center PC Support to Improve 75,000Inc Educational Outcomes for2228 Ball Drive American Indian Children -

St Louis, MO 63146 Investing in Innovation

President and Fellows of Harvard PC Support to design and test 100,000College combined early childhood andOffice of Sponsored Programs Sixth adult economic mobilityFloor Holyoke Center programsCambridge, MA 02138

Project Harmony 11949 Q Street PC Support the program 150,000Omaha, NE 68137 evaluation of Connections at

Project Harmony

Regents of the University ofColorado PC Support the take-up and 334,000utilization of evidence-based

Office of Contracts and Grants 3100 programs through theMarine Street 572 UCB Room ARCE continued development and479 enhancement of the BlueprintsBoulder,CO 803090572 for Healthy Youth Development

database and website

Research Foundation of the City PC Support the evidence 150,000University of New York generation for youth services524 West 59th Street c/o John JayCollege of Criminal JusticeNewYork,NY 10019

Safe and Sound Baltimore's PC Support to develop and 150,000Campaign for Children and Youth Inc evaluate the Youth Work for2 East Read Street 3rd Floor Independence opportunity

Baltimore,MD 21202

Southwest Key Program Inc PC Support to standardize and 150,0006002 Jain Lane evaluate the CommunityAustin,TX 78721 Connections model for Juvenile

justice youth

State of Alabama Department of GOV Support the Selma and Mobile 150,000Youth Services sitesPO Box 66Mt Meigs,AL 36057

Success for All Foundation Inc PC Support for scale-up and 100,000300 E Joppa Road 5th Floor Evaluation of Success for All inBaltimore, MD 21286 Struggling Elementary Schools

Temple University PC Support development of a 72,000Research Administration 1938 home component for Story TalkLiacouras Walk Second FloorPhiladelphia, PA 19122

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

The Community Foundation of Utah PC Support the Utah 150,0002257 South 1100 East Suite 205 Evidence2Success SiteSalt Lake City, UT 84106

The GrassROOTS Community PC Support LEAVES health study 180,750Foundation Inc59 Main Street Suite 323West Orange, NJ 07052

The National Campaign to Prevent PC Support to use evidence-based 146,300Teen and Unplanned Pregnancy strategies to reduce teen1776 Massachusetts Avenue NW pregnancy amongst youth inSuite foster care200Washington, DC 20036

The Ohio State University GOV Support for Reading Recovery 100,000College of Education and Human Scaling up What Works,Ecology Schoenbaum Family Center Investing in InnovationColumbus,OH 43201

The Providence Plan PC Support the Providence Plan 50,00010 Davol Square Suite 300 Children & Youth Cabinet'sProvidence, RI 02903 Data Systems

The Providence Plan PC Support the Providence Plan 75,00010 Davol Square Suite 300 Empowering FamiliesProvidence, RI 02903

The Regents of the University of GOV Support to evaluate Adoption- 129,990California Los Angeles Specific Prevention TreatmentUniversity of California LosAngeles Office of Contract and GranLos Angeles,CA 900951406

University of Maryland Baltimore GOV Support the Development of 183,938Sponsored Programs Administrative Evidence2Success620 West Lexington Street 4th FloorBaltimore,MD 21201

University of Washington GOV Support the development and 476,879Division of Public Behavioral implementation of Evidence-Health Justice Policy 2815 Eastlake Based PracticeSeattle, WA 98102

Utah State University PC Support New Mexico K-3 Plus 100,000Sponsored Programs Office 1415 Extended School YearOld Validation Study - Investing inMain Hill 64 InnovationLogan,UT 843221415

William Marsh Rice University PC Support the National Education 25,0006100 Main Street MS 28 Research PracticeHouston,TX 77005 Partnerships Network

Youth Enrichment Services Inc PC Support the Diversion 2000 125,0006031 Broad Street Suite 202 ProjectPittsburgh,PA 15206

Youth Law Center PC Support the Quality Parenting 10,000200 Pine Street Suite 300 Initiative OrganizationalSan Francisco, CA 94104 Planning

Alliance for Children's Rights PC Support for "Step Up 25,0003333 Wilshire Boulevard Suite 550 Supporting Kin, ProtectingLos Angeles,CA 90010 Youth"

American Association ofChildren's PC Support to create a guide for 29,700Residential Centers judicial staff, identifying quality11700 West Lake Park Drive residential servicesMilwaukee,WI 53224

- -. . . . . . . . . - . . . . . . . . . . . . . ► 3aTotal . . . . . . . . . .

-100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

American Bar Association Fund for SO I Support Legal Impact Network 40,000Justice and Education for Kin ConveningCenter for Children and the Law1050 Connecticut Avenue NWWashington, DC 20036

American Bar Association Fund for SO I Support the model foster 50,000Justice and Education family licensing standards andCenter for Children and the Law judicial training on kinship1050 Connecticut Avenue NW careWashington, DC 20036

American Bar Association Fund for SO I Support the Parental Rights 70,000Justice and Education ProjectCenter for Children and the Law1050 Connecticut Avenue N WWashington, DC 20036

America's Promise - The Alliance for PC Support State Policy 30,000Youth Advocacy Reform Center1110 Vermont Avenue NW Suite Advisory Council900

Washington, DC 20005

America's Promise - The Alliance for PC Support for the State Policy 500,000Youth Advocacy Reform Center1110 Vermont Avenue NW Suite900

Washington, DC 20005

Campaign for the Fair Sentencing of PC Support to expand and 50,000Youth enhance the movement to1319 F Street NW Suite 303 abolish extreme sentencing forWashington, DC 20004 youth

Center for Children's Law and Policy PC Support a campaign to end 70,000Inc solitary confinement for youth1701 K Street NW Suite 1100Washington, DC 20006

Children's Hospital of Philadelphia PC Provide general operating 20,00034th Street and Civic Center supportBoulevard Room 1543 CHOP NorthPhiladelphia,PA 191044399

Coalition for Juvenile Justice PC Support for the National 75,0001319 F Street NW Suite 402 Juvenile Justice Network,Washington, DC 20004 including membership

development and juvenilejustice reform movementbuilding

Foster Family-based Treatment PC Support to disseminate the 75,000Association findings of the Kinship294 Union Street Treatment Foster Care projectHackensack,NJ 07601

Foster Forward 55 South Brow Street PC Support to engage 20,000East Providence, RI 02914 stakeholders in the

expectation of normalcy for allchildren in foster care

Generations United PC Support kinship care model 175,00025 E Street NW 3rd floor disseminationWashington,DC 20001

Human Rights Campaign Foundation PC Provide general operating 25,0001640 Rhode Island Avenue NW supportWashington, DC 20036

Juvenile Justice Coalition PC Support Ohio Reasoned and 25,000PO Box 1016 Equitable Community andWorthington,OH 43085 Local Alternatives to the

Incarceration of Minors report

Juvenile Law Center PC Support for embedding 90,000The Philadelphia Building 1315 Juvenile DetentionWalnut Street - 4th Floor Alternatives Initiative ReformPhiladelphia, PA 19107 in state policy

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Kentucky Youth Advocates Inc PC Support Every Kid Needs A 60,00011001 Bluegrass Pkwy Suite 100 Family initiative in KentuckyJeffersontown, KY 40299

National Center for State Courts PC Support for Educating State 40,000707 Seventeenth Street Suite 2900 Court Judges on theDenver, CO 802023429 Effectiveness of Every Kid

Needs a Family

National Juvenile Defender Center PC Support the Juvenile Indigent 25,0001350 Connecticut Avenue NW Suite Defense Strategies for304 DecarcerationWashington, DC 20036

New Venture Fund PC Support the decarceration of 150,0001201 Connecticut Ave NW Suite youth campaign300Washington, DC 20036

Oklahoma Institute for Child PC Support for families for 60,000Advocacy Oklahoma's children3800 N Classen Blvd Suite 230Oklahoma City,OK 73118

Purdue University PC The Family Impact Seminars 64,963155 S Grant Street Increase Family-basedLafayette, IN 479072114 Placements for Children in

Foster Care

Texas Criminal Justice Coalition PC Provide general operating 7,2001714 Fortview Road Suite 104 supportAustin,TX 78704

The Campaign for Youth Justice PC Support for organizational 85,0001220 L Street NW Suite 605 development and newWashington, DC 20005 deincarceration strategies

Youth Law Center PC Support for group placement 50,000200 Pine Street Suite 300 policy analysisSan Francisco,CA 94104

Center on Budget and Policy PC Support for a family incentives 50,000Priorities report and dissemination820 First Street NE Suite 510Washington, DC 20002

Center on Budget and Policy PC Support for advancing the 150,000Priorities development of policy and820 First Street NE Suite 510 practical applications fromWashington, DC 20002 research emerging on

executive function andneuroscience

Common Ground Communities Inc PC Support for the North Hartford 110,000dba Community Solutions Community Health Worker Pilot14 E 28th Street PHNewYork,NY 10016

Community Action Project ofTulsa PC Support for the participation in 100,000County Inc Family Economic Success4606 South Garnett Road Suite 100 Early Childhood EvaluationTulsa,OK 74146

Community Organizing and Family PC Support for building a 32,100Issues Nationwide Network of Parent1436 W Randolph 4th Floor Leaders Engaged in School,Chicago,IL 60607 Community and Systems

Change

Connecticut Association for Human PC Support Building Change 30,000Services Inc through Two Generation237 Hamilton Street Suite 208 StrategiesHartford,CT 06106

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Connecticut Association for Human PC Support for the Emerging 41,147Services Inc Parent Leadership Network237 Hamilton Street Suite 208Hartford,CT 06106

Crittenton Women's Union PC Support for advancing research 75,000One Washington Mall 3rd floor and tools, a Mobility MentoringBoston, MA 02108 project and piloting two-

generation work

Demos A Network for Ideas and PC Support the "Childcare and 15,000Action Ltd Economic Security" project220 Fifth Avenue Second FloorNewYork,NY 10001

Educational Alliance Inc PC Support for the participation in 100,000197 East Broadway Family Economic SuccessNew York, NY 10002 Early Childhood Evaluation

Fund for Educational Excellence PC Support the Chicago Parent 23,700800 North Charles Street Suite 400 ProgramBaltimore,MD 21201

Garrett County Maryland Community PC Support for two generation 175,000Action Committee Inc Family Economic Success-104 East Center Street Early Childhood demonstration

Oakland,MD 21550 site and Rural IMPACTintegrated services capacitybuilding

Georgia Early Education Alliance for PC Support for the Frontiers of 25,000Ready Students Innovation3400 Peachtree Rd Suite 1720Atlanta,GA 30326

Migration Policy Institute PC Support two-generation 75,0001400 16th Street NW Suite 300 programs serving immigrantWashington, DC 20036 families successes and

challenges

National Equity Project PC Support for development of 30,3501720 Broadway 4th Floor race, equity and inclusionOakland, CA 94612 principles for two-generation

portfolio

National Governors Association PC Support for the Two- 205,000Center for Best Practices Generation State PolicyHall of States 444 North Capitol Learning and Action NetworkStreet Suite 267Washington,DC 200011512

National Women's Law Center PC Support the "Improving 20,00011 Dupont Circle NW Suite 800 Parents' Low-Wage Jobs andWashington, DC 20036 Children's School Readiness"

project

President and Fellows of Harvard PC Support for fostering the 250,000College development of breakthroughOffice of Sponsored Programs Sixth innovations for povertyFloor Holyoke Center alleviationCambridge,MA 02138

Seacoast Mental Health Center PC Support exploration and 25,0001145 Sagamore Ave development of programmaticPortsmouth, NH 03801 strategies and interventions to

support and build executivefunction skills in young parentsand other young adults

Tennessee Department of Children's GOV Support to provide quality, 30,000Services intensive services to pregnant315 Deaderick St UBS building 9th and parenting teens in foster

floor careNashville,TN 37243

The Aspen Institute Inc PC Support for planning for two- 70,000attn Accounting One Dupont Circle generation cross-siteNW Suite 700 convening in May, 2015Washington, DC 200361133

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

The Aspen Institute Inc PC Support to facilitate peer 295,000attn Accounting One Dupont Circle learning and provideNW Suite 700 management support with twoWashington, DC 200361133 generation sites

The Foundation for Maines PC Support for the Family Futures 50,000Community Colleges Downeast54 Lighthouse CircleSouth Portland, M E 04106

The Sheltering Arms PC Support for the Sheltering 50,000385 Centennial Olympic Park Drive Arms Childrens Service'sNW participation in EarlyAtlanta, GA 30313 Childhood Evaluation

The Urban Institute PC Support for the Two-Gen 25,0002100 M Street NW 5th Floor Outcomes Working GroupWashington, DC 20037

United Way of Central Ohio Inc PC SUPPORT FOR TWO- 100,000360 South Third Street GENERATION HOUSINGColumbus,OH 432155485 SERVICES

Yale University PC Support the pilot testing of 257,50047 College Street Suite 203 research innovations inNew Haven,CT 065103209 building adult capabilities

Association of Maternal and Child PC Support to build awareness of 125Health Programs Plain Talk among the national2030 M Street NW Suite 350 network of State AdolescentWashington, DC 20036 Health Coordinators and

enhance state efforts toreplicate effective teenpregnancy preventionprograms

Board of Regents of the University of GOV Support for Financial Coaching 100,000Wisconsin System ResearchResearch and Sponsored Programs21

N Park StreetMadison, WI 537151218

Capital Workforce Partners Inc PC Support evidence building in 200,000One Union Place the Aspen Opportunity YouthHartford,CT 06103 Incentive Fund SIF site

Corporation for Enterprise PC Support the capacity of the 64,700Development community tax preparation1200 G Street NW Suite 400 fieldWashington, DC 20005

Economic Mobility Corporation PC Support continued technical 225,000233 Broadway 12th Floor assistance and design ofNew York, NY 10279 Integrated Basic Education

and Skills Training (I BEST)related projects

Indiana Connected By 25 Inc PC Support postsecondary 75,0002625 North Meridian Street Suite 48 success for young peopleIndianapolis, IN 46208 transitioning from Foster Care

to adulthood

Jobs for the Future Inc PC Support technical assistance 110,00088 Broad Street 8th Floor to Jim Casey YouthBoston, MA 02110 Opportunity Initiative sites for

the Postsecondary Successfor Youth Aging out of FosterCare project

Nebraska Children and Families PC Support postsecondary 75,000Foundation success for young people215 Centennial Mall South Suite 200 transitioning from Foster CareLincoln, NE 68508 to adulthood

New Mexico Child Advocacy PC Support for postsecondary 75,000Networks (NMCAN) success forYoung People625 Silver SW Suite 345 625 Silver Transitioning from Foster CareSW Suite 345 to adulthoodAlbuquerque,NM 87102

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Oakland Livingston Human Services PC Support for Postsecondary 50,000Agency Success and Microenterprise196 Ceaser Chavez Ave Initiatives for Young PeoplePontiac,MI 483430598 Transitioning from Foster Care

to Adulthood

Philadelphia Youth Network Inc PC Support evidence building in 150,000400 Market Street Suite 200 Aspen Opportunity YouthPhiladelphia, PA 19106 Incentive Fund, Social

Innovation Fund site

The Aspen Institute Inc PC Support forthe FIELD 20,000attn Accounting One Dupont Circle Microbusiness Job QualityNW Suite 700 ResearchWashington, DC 200361133

The Aspen Institute Inc PC Support for Expanding 75,000attn Accounting One Dupont Circle Opportunities for Youth inNW Suite 700 Today's Labor MarketWashington,DC 200361133

The Aspen Institute Inc PC Support evidence building in 600,000attn Accounting One Dupont Circle the Opportunity YouthNW Suite 700 Incentive FundWashington, DC 200361133

The Community Foundation for the PC Support multiple pathways to 20,000National Capital Region graduation learning agenda1201 15th Street NW Suite 420Washington, DC 20005

University of Maine System PC Support evidence building in 100,000Research Service Center PO Box Aspen Opportunity Youth9300 Incentive Fund (SIF) sitePortland,ME 04104

Year Up Inc PC Support postsecondary 100,000201 N Charles Street Suite 300 education programBaltimore,MD 21201

Young Invincibles PC Support for research on 75,0001411 K Street NW Fourth Floor student loan debt, Children'sWashington, DC 20005 Health Insurance Program

reauthorization and Medicaidexpansion for young parents

Youth Policy Institute of Iowa PC Support to coordinate a 54,0006200 Aurora Avenue Suite 206E funders collaborative for theDes Moines,IA 50322 Learn and Earn to Achieve

Potential initiative andcommissioning research onyoung parents in transition

Youth Policy Institute of Iowa PC Support for postsecondary 75,0006200 Aurora Avenue Suite 206E success for Young PeopleDes Moines,IA 50322 Transitioning from Foster Care

to adulthood

Arkansas Association of Two-Year PC Support for the Arkansas 55,000Colleges Career Pathway Initiative815 Main Street evaluationLittle Rock,AR 72201

Association of Baltimore Area PC Support for the Baltimore 75,000Grantmakers Inc Workforce Funders2 East Read Street 2nd Floor CollaborativeBaltimore,MD 21202

Baltimore Alliance for Careers in PC Support sector-based 50,000Healthcare Inc healthcare education and217 E Redwood Street Suite 1500 training for youth and adultsBaltimore, MD 21202

Brookings Institution PC Support to expand income and 341,0001775 Massachusetts Avenue NW job opportunities for youth andWashington, DC 20036 adults in metropolitan America

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Case Western Reserve University PC Support for a Study of U S 27,250Office of Research Administration Employer Return On10900 Euclid Avenue Investment in RegisteredCleveland,OH 441067037 Apprenticeship

Center for American Progress PC Support for options for State 10,00010th Floor 1333 H Street NW Paid Family And MedicalWashington, DC 20005 Leave Programs

Center on Budget and Policy PC Support for the training of the 85,000Priorities community tax field on health820 First Street NE Suite 510 reformWashington, DC 20002

Chicago Community Foundation PC Support for Workforce Matters 12,500225 North Michigan Avenue Suite Funders Network2200Chicago,IL 60601

Communications Consortium Media PC Support employer engagement 75,000Center for disconnected youth through1300 I Street NW Suite 400E the Employment PathwaysWashington, DC 20005 Project

Connecticut Association for Human PC Support for Connecticut's 100,000Services Inc Family Economic Success237 Hamilton Street Suite 208 coalition and benefits accessHartford,CT 06106

Consumer Federation ofAmerica Inc PC Support technical assistance 75,0001620 Eye Street NW Suite 200 that advances tax preparation

Washington, DC 20006 disclosure and regulation

Corporation for Enterprise PC Support for improving the 75,000Development Financial Capability of1200 G Street NW Suite 400 Microbusiness OwnersWashington, DC 20005

Corporation for Enterprise PC Support for the Taxpayer 85,000Development Opportunity Network1200 G Street NW Suite 400Washington, DC 20005

Council for Adult & Experiential PC Support for the 2015 CAEL 5,000Learning Conference November 16-20,55 East Monroe Street Suite 1930 2015 in Baltimore, MDChicago,IL 60603

Drexel University PC Support to establish evidence 15,000Office of Research Administration for Peer Group Support and3201 Arch Street Asset Building AmongPhiladelphia, PA 19102 Families with Young Children

on Temporary Assistance toNeedy Families EnsuringFidelity and ProducingIndicators

Family Values at Work A Multi-State PC Support for technical 205,000Consortium Inc assistance that strengthens207 E Buffalo Street Suite 211 and increases access to paid

Milwaukee, WI 53202 leave

Goodwill Industries of Central PC Provide general operating 11,200Indiana Inc support1635 W Michigan StIndianapolis, IN 46222

Goodwill Industries of Central Texas PC Provide general operating 5,0001015 Norwood Park Blvd support

Austin,TX 78753

Goodwill of the Olympics and Rainier PC Provide general operating 5,000Region support714 S 27TH ST

Tacoma,WA 98409

.Total . . . . . . . . . .

. .. . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Hope Enterprise Corporation PC Support for the mobile strategy 100,000Hope Enterprise Corporation 4 Old for underserved householdsRiver PlaceJackson, MS 39202

Job Opportunities Task Force Inc PC Support for Comprehensive 82,500217 East Redwood Street Suite 1500 Evaluation of Lessons LearnedBaltimore, MD 21202 and Best Practices in I-BEST

Jobs for the Future Inc PC Support for the National Fund 612,50088 Broad Street 8th Floor for Workforce SolutionsBoston,MA 02110

Keystone Research Center Inc PC Support for promoting Sector 30,000412 North Third Street Strategies Through theHarrisburg, PA 17101 Economic Analysis Research

Network

National Skills Coalition PC Support for Business Leaders 33,8751730 Rhode Island Avenue NW Suite United Apprenticeships and712 Work-Based Learning ProjectWashington, DC 20036

National Skills Coalition PC Support to improve 200,0001730 Rhode Island Avenue NW Suite investments in upgrading712 worker skillsWashington, DC 20036

NewAmerica Foundation PC Support for the Policy Needs of 25,000740 15th St Suite 900 and Opportunities For Part-Washington, DC 20005 time Workers in the Context of

the Changing AmericanWorkforce

Opportunity America Educational PC Support for exploring employer 27,500Fund interest and support for737 8th Street SE Suite 201 apprenticeshipWashington, DC 20003

Ray Marshall Center for the Study of GOV Support for promoting the 52,850Human Resources Adoption of Sector Strategies3001 Lake Austin Blvd Suite 3200 by Workforce InvestmentAustin,TX 78703 Boards Under the Workforce

Innovation and OpportunityAct

REDF PC Support for the development of 150,000Two Embarcadero Center Suite 650 a replicable employment socialSan Francisco,CA 94111 enterprise model

Rutgers University The State PC Support for the assessment of 5,000

U niversityC enter for Women and Jersey City OrdinanceWork Concerning Earned Sick Days3 Rutgers PlazaNewBrunswick,NJ 08901

Seattle Foundation PC Provide general operating 5,0001200 5th Avenue Suite 1300 supportSeattle, WA 981013132

Seattle Jobs Initiative PC Supporting the integration of 34,2501200 12th Avenue South Suite 160 high-quality SupplementalSeattle, WA 981442712 Nutrition Assistance Program

Employment & Trainingactivities into theimplementation of WorkforceInnovation and OpportunityAct

Small Business Majority Foundation PC Support for business 100,000Inc engagement on paid leave4000 Bridgeway Suite 305Sausalito,CA 94965

State ofConnecticut Department of GOV Support for Postsecondary 50,000Children and Families Success for Young People505 Hudson St Transitioning from Foster CareHartford,CT 06106

- -

to adulthood

. . . . .Total . . . . . . . . . . . . . . . . . . . .- -

. . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Structured Employment Economic PC Support for the expansion of 100,000Development Corporation benefits access through the22 Cortlandt Street 33rd Floor Affordable Care ActNewYork,NY 10007

The Aspen Institute Inc PC Support for Future of Work 20,000attn Accounting One Dupont Circle Dimensions of change and

NW Suite 700 opportunities for actionWashington,DC 200361133

The Aspen Institute Inc PC Support for exploring 50,000attn Accounting One Dupont Circle opportunities uptake ofNW Suite 700 apprenticeshipWashington, DC 200361133

The Aspen Institute Inc PC Support for Expanding 50,000attn Accounting One Dupont Circle Knowledge on BusinessNW Suite 700 Ownership and the RacialWashington,DC 200361133 Wealth Gap

The Aspen Institute Inc PC Support for Exploring Demand- 73,500attn Accounting One Dupont Circle Side Relationships andNW Suite 700 Employment Fit for YoungWashington, DC 200361133 Adults through Generation

Work

The Center for Economic and Policy PC Support to highlight 40,000Research Employers' Experiences with1611 Connecticut Avenue NW Suite Paid Leave Programs400Washington, DC 20009

The San Francisco Foundation PC Provide general operating 5,000One Embarcadero Center Suite 1400 supportSan Francisco,CA 94111

The Urban Institute PC Support increasing access to 119,7002100 M Street NW 5th Floor child care for parents inWashington, DC 20037 education and training

Towards Employment Incorporated PC Provide general operating 5,0001255 Euclid Avenue Suite 300 supportCleveland,OH 441151807

United Way of Central and PC Provide general operating 5,000Northeastern Connecticut support30 Laurel StreetHartford,CT 06106

United Way of Greater Cincinnati PC Provide general operating 5,0002400 Reading Road supportCincinnati,OH 45202

United Way of Southeastern PC Provide general operating 5,000Pennsylvania & Southern New Jersey support1709 Benjamin Franklin Parkway

Philadelphia, PA 191031294

WorkLife Partnership 99 Inca Street PC Support for retail-section, job 20,000Denver,CO 80023 retention efforts

Community Financial Resources PC Support Community Financial 300,000771 Euclid Avenue Resources' product-basedBerkeley,CA 94708 financial capability program to

improve family financialstability

Compass Working Capital PC SUPPORT FOR COMPASS 30,00089 South Street Suite 804 WORKING CAPITAL'SBoston,MA 02111 FAMILY SELF-SUFFICIENCY

MEETING

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Credit Builders Alliance Inc PC Support for the 2015 Credit 4,6301701 K Street NW Suite 1000 10th Builders Alliance, Inc CreditFloor Building SymposiumWashington, DC 20006

D2D Fund Inc PC Support work to expand 100,000114 Western Avenue 2nd Floor savings opportunitiesAllston,MA 02134

Delaware Department of Health and GOV Support the Stand by Me 235,000Social Services State of Delaware financial empowermentDHSS Main Administration Building program1901 N Dupont HighwayNewCastle,DE 19720

Demos A Network for Ideas and PC Support for the Racial Wealth 200,000Action Ltd Audit220 Fifth Avenue Second FloorNewYork,NY 10001

Duke University PC Support research to 20,000Office of Research Support 2200 understand racial wealthWest Main Street Suite 710 Box disparities in Baltimore1040Durham,NC 277084010

Job Opportunities Task Force Inc PC Support the Baltimore CASH 100,000217 East Redwood Street Suite Campaign1500Baltimore, MD 21202

Job Opportunities Task Force Inc PC Support the Maryland Creating 100,000217 East Redwood Street Suite Assists, Saving and Hope1500 Campaign including theBaltimore, MD 21202 Financial Stability Pathway

National Consumer Law Center Inc PC Support advocacy for strong 100,0007 Winthrop Square 4th Floor consumer protections againstBoston, MA 02113 high-cost products and

services

New America Foundation PC Support the activities of the 110,000740 15th St Suite 900 Asset Building, Caregivers andWashington, DC 20005 Breadwinners, Workforce and

Early Education Programs

Philanthropy NewYork Inc PC Support the Asset Funders 85,0001500 Broadway 7th Floor Network including its financialNew York, NY 10036 coaching initiative

The Financial Innovations Center Inc PC Support the Center for 75,00020 N Clark Suite 1950 Financial Services Innovation

Chicago,IL 60602 to promote greater financialhealth among families

The Urban Institute PC Support the work ofthe 32,5002100 M Street NW 5th Floor Opportunity and OwnershipWashington, DC 20037 Program

United Way of the Bay Area PC Support to strengthen United 100,000550 Kearny Street Suite 1000 Way of the Bay Area's dataSan Francisco, CA 94108 capacity and infrastructure

linked to the SparkPointCommunity Schools initiativeand to serve as a learningpartner in Family EconomicSuccess two generation work

University of New Hampshire PC Support increasing alignment 75,000Sponsored Programs of health improvementCarsey School of Public Policy strategies through communityHuddleston Hall developmentDurham,NH 038243532

Washington University PC Support the Center for Social 100,000Office of Sponsored Research Development to continueServices One Brookings Drive Refund to Savings partnershipCampus and experimentSt Louis, MO 631304899

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or A mountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Achieving the Dream Inc PC Support to act in intermediary 1,000,0008403 Coleville Road Suite 450 role in the expansion of CenterSilver Spring, M D 20910 for Working Families in

community colleges

The Aspen Institute Inc PC Support for the Center for 30,000attn Accounting One Dupont Circle Working Families CommunityNW Suite 700 College coordination and policyWashington,DC 200361133 support

United Way Worldwide PC Support the Working Families 75,000701 North Fairfax Street Success Network researchAlexandria,VA 223142045 agenda and knowledge

dissemination

Bipartisan Policy Center Inc PC Support bipartisan policy reform 100,0001225 Eye Street NW Suite 1000 affecting immigrant families andWashington, DC 20005 children

CASA of Maryland Inc PC Support for Citizenship 75,0008151 15th Avenue Maryland - the New AmericansLangley Park, MD 20783 Citizen Revolving Loan Fund

Center for the Study of Social Policy PC SUPPORT TO OUTLINE A 85,0001575 Eye Street NW Suite 500 PRODUCT ON RESIDENT

Washington,DC 20005 ENGAGEMENT THAT WILLCAPTURE THE LESSONS OFMAKING CONNECTIONS ANDRELATED INITIATIVES

Council of State Governments PC Support for Managing Debt as 62,50022 Cortlandt Street Floor 22 an Employment Barrier forNew York, NY 10007 Formerly Incarcerated Persons

Emerge Connecticut Inc PC Support for the Enhanced 50,000830 Grand Avenue Transitional EmploymentNewHaven,CT 06511 Program

National Council for Workforce PC Support for Building Community 62,500Education Partnerships to Serve1050 Larrabee Avenue 104-308 Immigrant WorkersBellingham, WA 98225

National Federation of Community PC Support for the development of 75,000Development Credit Unions credit union citizenship loan39 Broadway Suite 2140 fund modelsNewYork,NY 100063003

National Immigration Forum Inc PC Support for Texas Immigrants 35,00050 F Street NW Suite 300 and State Workforce PolicyWashington, DC 20001

National Immigration Forum Inc PC Support for the New American 150,00050 F Street NW Suite 300 Workforce/immigration 2020Washington,DC 20001

National Immigration Law Center PC Support for immigrants and 65,0003435 Wilshire Boulevard Suite 2850 workforce strategiesLos Angeles,CA 90010

National Skills Coalition PC Support for a Immigrant 13,0821730 Rhode Island Avenue NW Workforce discussionSuite712Washington, DC 20036

National Skills Coalition PC Support for Immigrants and 75,0001730 Rhode Island Avenue NW Workforce Advocacy and StateSuite Policy712Washington, DC 20036

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

University System of New Hampshire PC Support the Carsey Institute's 125,000Sponsored Programs Administration data, policy analysis and

University of New Hampshire dissemination work aboutDurham, NH 038243585 vulnerable rural children and

families

Corporation for Supportive Housing PC Support for housing initiative 375,00061 Broadway Suite 2300 for families in child welfareNewYork,NY 10006 system

Enterprise Community Partners Inc PC Support for Campaign for HOPE 300,00011000 Broken Land Parkway SFColumbia,MD 21044

Partnership for Children and Youth PC Supporting expanded learning 55,3541330 Broadway Suite 601 programs in affordable housingOakland,CA 94612 communities

Urban Strategies Inc PC Support capacity building for 100,000720 Olive Street Suite 2600 sustained family stabilitySt Louis, MO 63101 programs at Harmony Oaks

Brandeis University PC Support use of the Racial 24,000Institute on Assets and Social Wealth Audit on policies for thePolicy The Heller School Brandeis U Foundation's asset policyWaltham, MA 024532728 publication

Fathers Families and Healthy PC Support for a Holistic Wellness 39,450Communities Approach to Engaging Low-3712 River Road Income Fathers while workingHazel Crest,IL 60429 on their self-sufficiency and

supporting their role as aPositive Influence on theirChildren, Families andCommunities

Job Opportunities Task Force Inc PC Support for the Maryland 10,750217 East Redwood Street Suite Creating Assets Savings and1500 Hope Emergent LearningBaltimore, MD 21202 Certification

The Democracy Collaborative PC Support paper and convening 45,000Foundation Inc on New Economy Trends and1422 Euclid Avenue Suite 616 Implications for the Role ofCleveland, OH 44115 Philanthropy

Urban Strategies Inc PC Support the development of a 100,000720 Olive Street Suite 2600 strategic alliance to helpSt Louis, MO 63101 create and sustain successful

mixed-income communities inwhich all children and familiesthrive

American Enterprise Institute for PC Support for The Human 110,000Public Policy Research Flourishing Project1150 Seventeenth Street NWWashington, DC 200364670

Be The Change Inc PC Support the OpportunityNation 215,000200 Clarendon Street 44th Floor campaign to build support for aBoston, MA 02116 non-partisan agenda to

enhance opportunity and socialmobility

Bread for the World Institute Inc PC Support to conduct interfaith 50,000425 3rd Street SW Suite 1200 domestic policy advocacy,Washington, DC 20024 engaging unlikely allies across

the spectrum of faithcommunities, thus contributingto policy changes to reducehunger and poverty in theUnited States

Center for American Progress PC Support the Poverty to 200,0001333 H Street NW 10th Floor Prosperity ProgramWashington, DC 20005

Center for Community Change PC Support a multi-year 100,0001536 U Street NW grassroots poverty reductionWashington, DC 20009 campaign, focusing on prisoner

re-entry

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Center for Law and Social Policy PC Support the "Work Supports 125,0001200 18th Street NW Suite 200 Strategies Initiative" toWashington, DC 20036 implement redesigned public

benefits systems in six states

Convergence Center for Policy PC Support Convergence's 100,000Resolution Poverty & O pportunity project1133 19th St NW Suite 410Washington, DC 20036

Economic Policy Institute PC Support the 2015 Economic 5,0001333 H Street NW Suite 300 East Analysis and ResearchTower Network conferenceWashington, DC 20005

Georgetown University PC Support for the Initiative on 100,000Box 571168 37th 0 Streets NW Catholic Social Thought andWashington,DC 200571168 Public Life

Institute for Policy Studies PC Support the "Criminalization of 50,0001301 Connecticut Ave NW Suite 600 Poverty" programWashington, DC 20036

MDRC PC Support Paycheck Plus 200,00016 East 34th Street 19th Floor research on the EarnedNewYork,NY 100164326 Income Tax Credit

National Women's Law Center PC Support to protect and 90,00011 Dupont Circle NW Suite 800 advance public policies thatWashington, DC 20036 improve the economic security

of low income women andchildren

PICO National Network PC Support the "Year of 100,000171 Santa Rosa Avenue Encounter" projectOakland,CA 94610

President and Fellows of Harvard PC Support to maximize the 70,000College impact of Robert Putnam's newOffice of Sponsored Programs Sixth book on youth and economicFloor Holyoke Center mobility by generating andCambridge, MA 02138 communicating the most

effective policy responses tothe Opportunity Gap

Results Educational Fund Inc PC Support for expanded 25,0001101 15th Street NW Suite 1200 grassroots advocacy capacityWashington, DC 20005 in new strategic states and

nationwide use of advocacytools to reduce poverty

Sojourners PC Support a faith based 115,0003333 14th Street NW Suite 200 "Campaign Against Poverty"Washington, DC 20010

The Aspen Institute Inc PC Support Ascend at the Aspen 100,000attn Accounting One Dupont Circle Institute's two-generation

NW Suite 700 workWashington,DC 200361133

The Center for Public Justice PC Support to provide an 140,0001115 Massachusetts Ave NW institutional platform to engageWashington, DC 20005 young evangelicals in social-

media formats on componentsof child well-being, includingeconomic opportunity, therelationship between educationand poverty and family well-being

The President and Directors of PC Support the Georgetown 45,000Georgetown College Center on Poverty andOffice of Sponsored Programs Box Inequality571168Washington,DC 200571168

The Trustees of Columbia University PC Support a project using the 60,000in the City of New York supplemental poverty measureSponsored Projects Administration to improve understanding of615 West 131st Street Room 254 trends in povertyNew York, NY 100277922

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Child and Family Policy Center PC Support to conduct work on 25,000505 5th Avenue Suite 404 chronic absence in cooperationDes Moines,IA 50309 with leaders in Iowa's

Campaign for Grade LevelReading and Attendance Works

Child and Family Policy Center PC Support the Campaign's 89,000505 5th Avenue Suite 404 Attendance Works to advanceDesMoines,IA 50309 the Campaign for Grade-Level

Reading's priorities

Long Beach Public Library Foundation PC Provide general operating 75,000101 Pacific Avenue support

Long Beach,CA 90802

National Board for Professional PC Support Teaching and Learning 50,000Teaching Standards 2015 Conference in1525 Wilson Boulevard Suite 500 Washington, D C on MarchArlington,VA 22209 13-14, 2015

National Summer Learning PC Support the Campaign's 75,000Association Inc Network Community Support575 S Charles Street Suite 310 Center and otherBaltimore, MD 21201 implementation partners to

advance the Campaign forGrade-Level Reading'spriorities

Rhode Island KIDS COUNT Inc PC Support grade-level reading 50,000One Union Station efforts in Rhode Island andProvidence, RI 02903 provide policy and practice

expertise to guide theimplementation of theCampaign for Grade-LevelReading

Strategies for Children PC Support grade-level reading 62,500400 Atlantic Avenue efforts in Massachusetts andBoston, MA 02110 provide policy and practice

expertise to guide theimplementation of theCampaign for Grade-LevelReading

The Foundation Center PC Support to document activities 5,50032 Old Slip 24th Floor that promote grade-levelNewYork,NY 10005 reading

The Tides Foundation PC Support the development and 200,000PO BOX 29903 use for USPS only incubation of key initiatives atSan Francisco,CA 94129 the Campaign for Grade-Level

Reading

The Tides Foundation PC Support the Enterprise of the 2,000,000PO BOX 29903 use for USPS only Campaign for Grade-LevelSan Francisco,CA 94129 Reading

The United States Conference of PC Support the U S Conference of 5,000Mayors Mayors 2014 Fall Leadership1620 Eye Street Northwest Meeting in Sacramento, CA onWashington, DC 20006 September 27-29, 20014

Access to Capital for Entrepreneurs PC Support for Business 60,000Inc Development Outreach -3173 Hwy 129 N Neighborhood Planning Unit VCleveland,GA 30528

Atlanta Metro State College GOV Support for the African 34,1511630 Metropolitan Parkway SW American Male Initiative -Atlanta,GA 30310 Trailblazers Students Institute

Atlanta Partners for Education PC Provide general operating 12,709235 Andrew Young International Blvd supportNWAtlanta,GA 30303

Atlanta Partners for Education PC Support for the Atlanta Public 41,410235 Andrew Young International Blvd Schools-Jackson ClusterNW Strategic PlanningAtlanta,GA 30303

- - -. . . . .Total . . . . . . . . . .

-. . . . . . . . .

- -. . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Atlanta Speech School Inc PC Support professional 27,296Rollins Centerfor Language developmentLearning 3160 Northside ParkwayNWAtlanta,GA 30327

Center for Social Inclusion Inc PC Support for Administration for 6,500150 Broadway Suite 303 Children Services Race, EquityNew York, NY 10038 and Inclusion Training

Workshop

Christian Methodist Episcopal PC Provide general operating 2,500Church support604 Cooper Street SWAtlanta,GA 30312

City of Atlanta Department of Parks GOV Support for the Center ofHope, 38,870and Recreation Dunbar Recreation Center233 Peachtree Street Suite 1700Atlanta,GA 30303

Construction Education Foundation PC Support for the design and 25,000of Georgia implementation of ConstructionPO Box 92121 Training PipelineAtlanta,GA 30314

Corporation for Enterprise PC Support for Asset Building 5,000Development Network in Atlanta1200 G Street NW Suite 400Washington, DC 20005

Enterprise Community Partners Inc PC Support for a Housing 30,00011000 Broken Land Parkway Preservation Strategy -Columbia, MD 21044 Neighborhood Planning Unit V

Forever Family Inc PC Provide general operating 5,000387 Joseph E Lowery Boulevard 2nd supportFloor Suite AAtlanta,GA 30310

Georgia Family Connection PC Support the Get Georgia 265,000Partnership Inc Reading Campaign235 Peachtree Street Suite 1600Atlanta,GA 30303

Georgia Justice Project Inc PC Support Criminal Justice 45,000438 Edgewood Avenue SE CampaignAtlanta,GA 30312

Georgia Watch PC Support for a Consumer 10,00055 Marietta Street NW Suite 903 Advocacy Based TaxAtlanta, GA 30303 Preparation Study

Habesha Inc PO Box 1291 PC Provide general operating 5,000Redan,GA 300741291 support

House Proud Atlanta Inc PC Support home repairs for low- 15,000410 Englewood Avenue SE income homeowners living inAtlanta,GA 30315 the Pittsburgh Neighborhood of

Atlanta

Image Fatherhood Advisory Group PC Provide general operating 2,500PO Box 961257 supportRiverdale,GA 30296

Literacy Action Inc PC Support Literacy Action's 340100 Edgewood Ave Suite 650 Suite Annual Breakfast - Faces of650 ChangeAtlanta,GA 30303

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Literacy Action Inc PC Provide General Operating 10,000100 Edgewood Ave Suite 650 Suite Support650Atlanta,GA 30303

MDC Inc 307 West Main Street PC Support for State of the South 4,578Durham,NC 277013215 2014 Building an

Infrastructure of Opportunity

National Cares Mentoring PC Support for the Historically 50,0005 Penn Plaza 23rd Floor Black Colleges andNew York, NY 10001 Universities, Rising A

Campus-Public SchoolsLiteracy and STEM MentoringInitiative

National Skills Coalition PC Support for Workforce Policy 15,0001730 Rhode Island Avenue NW Suite efforts712Washington, DC 20036

Partnership for Southern Equity PC Provide General Operating 31,679925B Peachtree Street 462 SupportAtlanta,GA 303093918

Peoplestown Revitalization PC Provide general operating 4,000Corporation support1101 Hank Aaron Drive SWAtlanta,GA 30315

Peoplestown Revitalization PC Support for Capacity Building 5,000Corporation1101 Hank Aaron Drive SWAtlanta,GA 30315

Pittsburgh Community Improvement PC Provide general operating 12,000Association Inc supportPO BOX 11348

Atlanta,GA 30310

Pittsburgh Community Improvement PC Support for Capacity Building 42,650Association IncPO BOX 11348

Atlanta,GA 30310

Right to the City Alliance PC Support for Community 3,000388 Atlantic Avenue Organizing for Turner FieldBrooklyn, NY 11217 Community Benefits Coalition

Southeastern Council of Foundations PC Support the 2015 Annual 3,775Inc Meeting, held November 11-100 Peachtree Street NW Suite 13 in Asheville North Carolina2080

Atlanta,GA 30303

Spoonful of Honey Jobs and Security PF Support for Food and Culinary 5,000Initiative Inc Education931 Metropolitan Pkwy SW

Atlanta,GA 30310

SUMMECH Community Development PC Provide general operating 1,625Corporation Inc support633 Pryor Street SW

Atlanta,GA 30312

SUMMECH Community Development PC Support to complete a 10,000Corporation Inc Capacity Building Action Plan633 Pryor Street SW that includes Strategic Plan,

Atlanta, GA 30312 Board Development Training,Resource Development Planand Updating ofSUMMECHBy-Laws

Summerhill Neighborhood PC Support development of a 10,000Development Corporation strategic plan to meet the211 Georgia Avenue SE changing needs of theAtlanta,GA 30312 community

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Sweet Honey and the Rock PC Provide general operating 4,200Restoration Church Inc support678 McDaniel Street SWAtlanta,GA 30310

Tanda Canion Foundation PC Provide general operating 2,5004368 Avary Place supportDouglasville,GA 30135

The Center for Working Families Inc PC Provide general operating 2,195477 Windsor Street Suite 101 supportAtlanta,GA 30312

The Center for Working Families Inc PC Support for the Turner Field 7,865477 Windsor Street Suite 101 Coalition Community SurveyAtlanta,GA 30312

The Center for Working Families Inc PC Support for technical 75,000477 Windsor Street Suite 101 assistance/capacity buildingAtlanta,GA 30312

The Center for Working Families Inc PC SUPPORT FOR CONNECTING 819,799477 Windsor Street Suite 101 NEIGHBORHOOD PLANNINGAtlanta,GA 30312 UNIT RESIDENTS TO JOBS,

WORK SUPPORTS ANDASSET-BUILDING

The Community Foundation for PC Support the 2015 Regional 5,000Greater Atlanta Inc Neighborhood Summit191 Peachtree Street NE Suite1000Atlanta,GA 30303

The Community Foundation for PC Support Centers of Hope 50,000Greater Atlanta Inc191 Peachtree Street NE Suite1000Atlanta,GA 30303

The Episcopal Diocese of Atlanta PC Support for Capacity Building 15,000dba Emmaus House1017 Hank Aaron Drive SWAtlanta,GA 30315

The Rights 2 Life Foundation Inc PC Provide general operating 4,000502 Pryor Street SW Unit 209 supportAtlanta,GA 30312

The Sheltering Arms PC Support for the Two Generation 50,000385 Centennial Olympic Park Drive Evaluation Co-investmentNWAtlanta,GA 30313

The Sheltering Arms PC Support for Educare Evaluation 75,000385 Centennial Olympic Park DriveNWAtlanta,GA 30313

The Sheltering Arms PC Support Educare Atlanta 300,000385 Centennial Olympic Park DriveNWAtlanta,GA 30313

United Way of Metropolitan Atlanta PC Support to promote school 25,000Inc readiness of Georgia's children100 Edgewood Avenue NEAtlanta,GA 30303

United Way of Metropolitan Atlanta PC Support sector-based 35,000Inc workforce partnerships100 Edgewood Avenue NEAtlanta,GA 30303

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

United Way of Metropolitan Atlanta PC Support System of Care 199,100Inc100 Edgewood Avenue NEAtlanta,GA 30303

Word of Mouth Stories n3D Inc PC Provide general operating 1,0001085 DecknerAveSW supportAtlanta,GA 30310

W-Underdogs Inc PC Provide general operating 4,000348 Atlanta Ave SE supportAtlanta,GA 30315

Year Up Inc PC Supportforthe 2015 Year-Up 1,000201 N Charles Street Suite 300 Atlanta Opportunity BreakfastBaltimore,MD 21201

Access Art Inc PC Support Access Art, Inc's 19,0002446 Washington Boulevard Summer Enrichment ProgramBaltimore,MD 21230

Alliance for Mentally III of Metro PC Support for the McElderry Park 20,000Baltimore Co-Occurring Illness Family6600 York Road Suite 204 Education and Support PilotBaltimore, MD 21212 Program

Alliance for Open Society PC Provide general operating 150,000International Inc support201 North Charles Street Suite 1300Baltimore,MD 21201

Alternative Directions Inc PC Support Alternative Direction 20,0002505 North Charles Street Inc 's Summer EnrichmentBaltimore, MD 21218 Program

Art With A Heart Inc PC Provide general operating 12,5003355 Keswick Road Stable Building support104Baltimore,MD 21211

Associated Black Charities Inc PC Provide general operating 5001114 Cathedral Street supportBaltimore,MD 21201

Associated Black Charities Inc PC Support the 30th Anniversary 18,9831114 Cathedral Street Gala on June 13, 2015, inBaltimore, MD 21201 Baltimore, MD

Associated Black Charities Inc PC Support Associated Black 125,0001114 Cathedral Street Charities and its More in theBaltimore, MD 21201 Middle Initiative

Associated Catholic Charities Inc PC Support for Baltimore City 37,500320 Cathedral Street Head Start CollaborativeBaltimore,MD 21201

Association of Baltimore Area PC Support for the Neighborhood 100,000Grantmakers Inc and Community Development2 East Read Street 2nd Floor Affinity Group in BaltimoreBaltimore, MD 21202

Association of Baltimore Area PC Support the School-Centered 35,000Grantmakers Inc Neighborhood Investment2 East Read Street 2nd Floor InitiativeBaltimore,MD 21202

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Association of Baltimore Area PC Support the Baltimore 100,000Grantmakers Inc Integration Partnership2 East Read Street 2nd FloorBaltimore,MD 21202

Baltimore Algebra Project PC Support the Summer Bridge 20,000235 Holliday Street ProgramBaltimore, MD 21202

Baltimore Algebra Project PC Provide general operating 20,000235 Holliday Street supportBaltimore,MD 21202

Baltimore Chesapeake Bay Outward PC Support Baltimore Chesapeake 20,000Bound Center Inc Bay Outward Bound's Summer1900 Eagle Drive Enrichment ProgramBaltimore, MD 21207

Baltimore City Foundation Inc SO III NFI Support for the YouthWorks 2,010,0007 E Redwood Street 9th Floor Summer Jobs Program andBaltimore, MD 21202 related activities

Baltimore City Foundation Inc SO III NFI Support Baltimore City Council 3,5007 E Redwood Street 9th Floor President's Toys for TotsBaltimore,MD 21202 Holiday Campaign

Baltimore City Health Department GOV Support the expansion of Safe 50,0001001 E Fayette Street StreetsBaltimore,MD 21202

Baltimore City Health Department GOV Support the Teen Pregnancy 35,0001001 E Fayette Street Prevention InitiativeBaltimore, MD 21202

Baltimore Community Foundation Inc PC Support Middle Grades 20,0002 East Read Street 9th Floor Partnership's Summer

Baltimore, MD 21202 Enrichment Program

Baltimore Community Foundation Inc PC Support for the Neighborhood 100,0002 East Read Street 9th Floor Grants Program Youth

Baltimore,MD 21202 Leadership & Engagement

Baltimore Community Foundation Inc PC Support the One Baltimore 300,0002 East Read Street 9th Floor Fund

Baltimore,MD 21202

Baltimore Community Foundation Inc PC Support the Central Maryland 75,0002 East Read Street 9th Floor Transportation Alliance

Baltimore, MD 21202

Baltimore Community Foundation Inc PC Support for Baltimore 125,0002 East Read Street 9th Floor Community Foundation's

Baltimore, MD 21202 education and neighborhoodwork in Baltimore

Baltimore Community Foundation Inc PC Provide general operating 250,0002 East Read Street 9th Floor support

Baltimore, MD 21202

Baltimore Community ToolBank PC Support for the ToolBank 2016 17,0001224 Wicomico Street Volunteer ProgramBaltimore,MD 21230

- - - -Total . . . . .. . . . . . . . .

- -. . . . . . . ► 3a

-. . . . . . . . .

-100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Baltimore Green Week Inc PC Provide General Operating 2,500PO Box 1536 SupportBaltimore, MD 21203

Baltimore Montessori Public Charter PC Support the 2015 HANDS ON 950School Gala on March 28, 20151600 Guilford AvenueBaltimore, MD 21202

Baltimore SquashWise Inc PC Support Baltimore 20,0003600 Clipper Mill Road Suite 107 SquashWise's SummerBaltimore, MD 21211 Enrichment Program

Baltimore Urban Leadership PC Support Baltimore Urban 4,055Foundation Inc Leadership Foundation's219 North Chester Street Summer Enrichment ProgramBaltimore,MD 212311302

Baltimore Urban League PC Support Greater Baltimore 7,650512 Orchard Street Urban League's SummerBaltimore, MD 21201 Enrichment Program

Banner Neighborhoods Community PC Support Banner Neighborhoods 11,675Corporation Community Corporation's2900 E Fayette Street Summer Enrichment ProgramBaltimore,MD 21224

Bard College PC Support recruitment, 50,000Bard High School Early College enrollment and academicManhattan 525 East Houston Street achievement at Bard HighNew York, NY 10002 School Early College

BELL (Building Educated Leaders for PC Support Building Educated 20,000Life) Leaders for Life' Summer1500 Union Avenue Suite 117 Enrichment Programs in EastBaltimore, MD 21211 and West Baltimore (BELL

Middle School PromotionProgram)

Big Brothers Big Sisters of the PC Provide general operating 50,000Greater Chesapeake support3600 Clipper Mill Road Suite 250Baltimore,MD 21211

Blue Water Baltimore PC Support Deep Blue 20,0003545 Belair RoadBaltimore,MD 21213

Boys & Girls Club of Metropolitan PC Support the Boys and Girls 20,000Baltimore Inc Club of Metropolitan11 West Mount Vernon Place Baltimore's SummerBaltimore, MD 21201 Enrichment Program

BUILD Inc 2439 Maryland Avenue PC Support the Turnaround 75,000Baltimore, MD 21218 Tuesday's Job Initiative

BUILD Inc 2439 Maryland Avenue PC Support community organizing, 125,000Baltimore, M D 21218 community development and

affordable housing

Camp Farthest Out PC Support Renaissance Academy 11,4001325 Madison Ave High School's SummerBaltimore,MD 21217 Enrichment Program

Camp Puh'tok 17433 Big Falls Road PC Support Camp Puh'tok for Boys 20,000Monkton,MD 21111 & Girls' Summer Enrichment

Program

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

CASA of Maryland Inc PC Support the Baltimore 50,0008151 15th Avenue Multiracial Organizing ProjectLangley Park,MD 20783

Case Western Reserve University PC Support for the Community 3,600Office of Research Administration Building Exchange between10900 Euclid Avenue East Baltimore and Cleveland,Cleveland,OH 441067037 Ohio

Center for the Study of Social Policy PC Support for Youth 160,0751575 Eye Street NW Suite 500 Development PlanningWashington, DC 20005

Center for Urban Families Inc PC Support Couples Advancing 50,0002201 N Monroe Street Together pilotBaltimore,MD 21217

Central Baltimore Partnership Inc PC Provide general operating 10,0001800 North Charles Street Suite support810Baltimore,MD 21201

CollegeBound Foundation PC Support 27th Annual Scholars' 4,762Suite 300 300 Water Street Luncheon on July 16, 2015Baltimore, MD 21202

Community Law Center Inc PC Support the delivery of 50,0003355 Keswick Road Suite 200 equitable development-Baltimore,MD 21211 targeted technical assistance

to community groups in EastBaltimore and citywide

Connect Maryland Inc PC Support for Pursuing 45,000702 West Lake Avenue Affordable Care ActBaltimore, MD 21210 Opportunities

Digital Harbor Foundation PC Support Digital Harbor 20,0001045 Light Street Foundation's SummerBaltimore, MD 21202 Enrichment Program

Druid Heights Community PC Support Druid Heights 20,000Development Corporation Inc Community Development2140 McCulloh Street Corporation's SummerBaltimore, MD 21217 Enrichment program

East Baltimore Community School PC Support academic performance 55,000Inc at Henderson Hopkins school2800 N Charles Street Suite 307 HBaltimore,MD 21218

East Baltimore Development Inc PC Support research to implement 62,3071731 East Chase Street East Baltimore Development,Baltimore, MD 21213 Inc 's Housing Opportunity

Policy

East Baltimore Development Inc PC Support achievement of East 1,200,0001731 East Chase Street Baltimore Development Inc 'sBaltimore, MD 21213 primary goals and activities in

fiscal year 2015

Economic Alliance of Greater PF Support regional workforce and 25,000Baltimore Foundation Inc leadership development1 East Pratt Street Suite 200Baltimore, MD 21202

Equity Matters Inc PC Support for the Eddie Conway 50,0003613 Sequoia Avenue Liberation InstituteBaltimore,MD 21215

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

EYE for Change Inc PC Support enterprise 20,0006400 Baltimore National Pike 316 development of Baltimore CityBaltimore, MD 21228 youth

Family League of Baltimore City Inc PC Support Baltimore City Family 50,0002305 N Charles Street Suite 200 Literacy CoalitionBaltimore,MD 21218

Family League of Baltimore City Inc PC Support B'more for Healthy 55,0002305 N Charles Street Suite 200 BabiesBaltimore,MD 21218

Fund for Educational Excellence PC Support for Baltimore's 12,000800 North Charles Street Suite 400 Promise asset mapping andBaltimore, M D 21201 research for action teams

Fund for Educational Excellence PC Support Baltimore's Promise 200,000800 North Charles Street Suite 400Baltimore,MD 21201

Fund for Educational Excellence PC Support the Baltimore Grade 225,000800 North Charles Street Suite 400 Level Reading InitiativeBaltimore,MD 21201

Fusion Partnerships Inc PC Support Writers in Baltimore 19,5931601 Guilford Avenue 2 South Schools' Summer EnrichmentBaltimore, MD 21202 Program

Fusion Partnerships Inc PC Support Baltimore Youth 20,0001601 Guilford Avenue 2 South Kinetic Energy CollectiveBaltimore, MD 21202 Summer Program

Fusion Partnerships Inc PC Support 2014 Writers in 13,1861601 Guilford Avenue 2 South Baltimore Schools SummerBaltimore, MD 21202 Writing Studio

Fusion Partnerships Inc PC Support MERIT's Summer 15,0001601 Guilford Avenue 2 South Enrichment ProgrammingBaltimore, MD 21202

Fusion Partnerships Inc PC Support New Lens' Summer 20,0001601 Guilford Avenue 2 South Enrichment ProgramBaltimore,MD 21202

Fusion Partnerships Inc PC Support Beat the Street's 20,0001601 Guilford Avenue 2 South Summer Enrichment ProgramBaltimore, MD 21202

Fusion Partnerships Inc PC Support the design, launch and 135,0001601 Guilford Avenue 2 South evaluation ofa small grantsBaltimore, MD 21202 program pilot in East Baltimore

Greater Mondawmin Coordinating PC Support Greater Mondawmin 7,000Council Inc Coordinating Council, Inc2401 Liberty Heights Avenue Suite Gala at the Mall on October1026 18,2015Baltimore,MD 21215

Greater Mondawmin Coordinating PC Provide general operating 25,000Council Inc support2401 Liberty Heights Avenue Suite1026Baltimore,MD 21215

.Total . . . . . . . . . . . . . . . . . . . .

. .. . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Green Street Academy Inc PC Support development of Dual- 36,000125 N Hilton Street Generation Education at GreenBaltimore,MD 21229 Street Academy

Higher Achievement Program Inc PC Support Higher Achievement's 20,0001500 Union Avenue Suite 260 Summer Enrichment ProgramBaltimore,MD 21211

Historic East Baltimore Community PC Support for Staff Position - 36,000Action Coalition Inc Director of Communityc/o Ms Belinda Davis 1212 N Wolfe Engagement and SupportStreetBaltimore,MD 21205

Historic East Baltimore Community PC Support for Youth Opportunity 310,000Action Coalition Inc Centerc/o Ms Belinda Davis 1212 N WolfeStreetBaltimore,MD 21205

Holistic Life Foundation PC Provide general operating 40,0002601 N Howard Street Suite 140 supportBaltimore,MD 21218

Hope House PO Box 60682 PC Support Hope House's Summer 10,000Washington, DC 20039 Enrichment Program

Humanim Inc PC Provide general operating 30,0001710 North Gay Street supportBaltimore,MD 21213

Humanim Inc PC Support initial start up and 30,0001710 North Gay Street management of East BaltimoreBaltimore, MD 21213 Volunteer Income Tax

Assistance site

Humanim Inc PC Support the expansion of 215,0001710 North Gay Street Humanim's school-basedBaltimore, MD 21213 service outreach to East

Baltimore parents, and theestablishment of an EastBaltimore Volunteer IncomeTax Assistance site

Humanim Inc PC Support for Elev8 Baltimore 300,0001710 North Gay StreetBaltimore,MD 21213

Inner Harbor Project Inc PC Support Inner Harbor Project's 20,000616 Water Street Suite 318 Summer Enrichment ProgramBaltimore,MD 21202

Institute of Notre Dame PC Support to provide 100,000901 Aisquith Street scholarships for eligible youngBaltimore, M D 21202 women from East Baltimore

Job Opportunities Task Force Inc PC Support Expungement Day on 14,000217 East Redwood Street Suite 1500 October 1, 2015Baltimore,MD 21202

Job Opportunities Task Force Inc PC Support targeted financial 20,000217 East Redwood Street Suite 1500 education, free tax preparation,Baltimore, MD 21202 financial coaching and asset

development service outreachin East Baltimore

Job Opportunities Task Force Inc PC Support the advocacy efforts of 60,000217 East Redwood Street Suite 1500 the Jobs Opportunities TaskBaltimore, MD 21202 Force

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Job Opportunities Task Force Inc PC Support targeted pre- 67,500217 East Redwood Street Suite 1500 apprenticeship and laboratoryBaltimore, M D 21202 associates training for East

Baltimore residents

Junior Achievement of Central PC Support Junior Achievement of 20,000Maryland Inc Central Maryland's Summer10711 Red Run Boulevard Suite 110 Enrichment ProgramOwings Mills,MD 21117

KaBOOM Inc PC Support to launch the 1,000,0004301 Connecticut Avenue NW Suite Playground and Pathways toML-1 Opportunity ProjectWashington, DC 20008

KIPP Baltimore Inc PC Support for Racial Equity, 20,000KIPP Baltimore 4701 Greenspring Diversity and InclusionAvenue InitiativeBaltimore, MD 21209

LIGHT Health and Wellness PC Support Project Safe Haven at 25,000Comprehensive Services Inc LIGHT-Rock Academy2200 North Monroe StreetBaltimore,MD 21217

Literacy and Leadership PC Support Literacy and 12,000Empowerment Inc Leadership Empowerment,7030 Bellona Ave Inc 's Summer EnrichmentBaltimore, MD 21212 Program

Louisiana Disaster Recovery PC Provide general operating 10,000Foundation Inc support4354 S Sherwood Forest Blvd Suite100Baton Rouge, LA 70816

Maryland Family Network Inc PC Support policy and advocacy 35,0001001 Eastern Avenue 2nd Floor workBaltimore, MD 21202

Maryland Food Bank Inc PC Provide general operating 50,0002200 Halethorpe Farms Road supportBaltimore,MD 21227

Mentoring Male Teens Inc PC Support Mentoring Male Teens 20,000PO Box 6756 in the Hood's SummerColumbia, MD 21045 Enrichment Program

Midtown Community Fund Inc PC Provide general operating 30,0001107 Cathedral Street supportBaltimore,MD 21201

Mindful Mentors Inc PC Support Mindful Mentors 20,00011901 Tarragon Road Unit E Planting Seeds' SummerReisterstown, MD 21136 Enrichment Program

Mount Vernon Place Conservancy PC Support for the 2015 Mount 10,000Inc Vernon Place ConservancyMount Vernon Place Conservancy maintenance901S Bond StreetBaltimore,MD 21231

National Equity Project PC Support for Approaches to 25,8501720 Broadway 4th Floor Youth Engagement projectOakland,CA 94612

Network for Teaching PC Support Network forTeaching 20,000Entrepreneurship Entrepreneurship Education for120 Wall Street 18th Floor Baltimore City YouthNewYork,NY 10005

- -. . . . .Total . . . . . . . . . . . . . . . . . . . .

- -. . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Our Dream Foundation PC Support the Youth 20,0001804 Waesche Ct Entrepreneurship StartupMitchellville, MD 20721 Program

Resident Services Inc PC Provide general operating 2,000417 East Fayette Street Suite 923 supportBaltimore, MD 21202

Safe Alternative Foundation for PC Provide general operating 10,000Education Inc support1214 W Lexington StreetBaltimore,MD 21223

Safe Alternative Foundation for PC Support Safe Center operations 10,000Education Inc and programming1214 W Lexington StreetBaltimore,MD 21223

Safe and Sound Baltimore's PC Support Baltimore Robotics 10,000Campaign for Children and Youth Inc Center's Summer Enrichment2 East Read Street 3rd Floor Program

Baltimore,MD 21202

Safe and Sound Baltimore's PC Provide general operating 200,000Campaign for Children and Youth Inc support2 East Read Street 3rd Floor

Baltimore, MD 21202

Safe and Sound Baltimore's PC SUPPORT THE 150,000Campaign for Children and Youth Inc OPPORTUNITY COMPACT2 East Read Street 3rd Floor WORK OF SAFE AND SOUND

Baltimore,MD 21202 BALTIMORE'S CAMPAIGNFOR CHILDREN AND YOUTH,INC

Saint Paul's School PC Support Bridges Baltimore's 20,00011152 Falls Road Post Office Box Summer Enrichment Program8100Brooklandville,MD 210228100

Smart Growth America PC Provide general operating 10,0001707 L Street NW supportWashington, DC 20036

Soccer Without Borders Baltimore PC Support Soccer Without 20,0003700 Eastern Avenue Borders's Summer EnrichmentBaltimore,MD 21224 Program

Southeast Community Development PC Support Southeast Community 19,774Corporation Development Corporation's3323 Eastern Ave Suite 200 Summer Enrichment ProgramBaltimore, MD 21224

St Francis Neighborhood Center PC Support St Francis 20,0002405 Linden Avenue Neighborhood Center'sBaltimore, MD 21217 Summer Enrichment Program

Strong City Baltimore Inc PC Support Dew More Baltimore's 14,8173503 North Charles Street Summer Enrichment ProgramBaltimore,MD 21218

Strong City Baltimore Inc PC Support Youth Empowered 20,0003503 North Charles Street Society's Summer EnrichmentBaltimore, MD 21218 Program

Strong City Baltimore Inc PC Support to strengthen and 30,0003503 North Charles Street organize the BaltimoreBaltimore, MD 21218 ecosystem of small business

and social enterprisedevelopment resources andsupport

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Strong City Baltimore Inc PC Support Baltimore Corps 50,0003503 North Charles Street Fellows for WorkforceBaltimore, MD 21218 Development

Structured Employment Economic PC Support "Earnbenefits" 50,000Development Corporation program22 Cortlandt Street 33rd FloorNewYork,NY 10007

Teach for America Inc PC Support Teach for America's 100,0002601 N Howard Street Suite 300 continued partnership withBaltimore, MD 21218 Baltimore City schools

The Baltimore Youth Alliance Inc PC Support The Baltimore Youth 5,0006101 Loch Raven Boulevard Suite Alliance, Inc 's Summer408 Enrichment ProgramBaltimore,MD 21239

The Bon Secours of Maryland PC Support the Youth 20,000Foundation Inc Microenterprise Project26 North Fulton AvenueBaltimore,MD 21223

The Urban Institute PC Support a conference to 25,0002100 M Street NW 5th Floor promote the National ResourceWashington, DC 20037 Network's Anchor Institutions

Report

Thread Inc PO Box 1584 PC Support Thread's Summer 20,000Baltimore, MD 21203 Enrichment Program

TRF Development Partners Inc SO III NFI Support efforts to advance 50,0001700 Market Street 19th Floor housing development in thePhiladelphia, PA 19103 East Baltimore Development,

Inc project area

TuT's Inc 3000 Chelsea Terrace PC Support TuT's, Inc 's 19,236Baltimore, MD 21216 (TuTTie's Place) Summer

Enrichment Program

University of Baltimore GOV Support the Baltimore 85,000Sponsored Research 1420 N Charles Neighborhood IndicatorsStreet AllianceBaltimore,MD 21201

University of Maryland Baltimore GOV Support Public Allies-Historic 20,000Sponsored Programs Administrative East Baltimore Community620 West Lexington Street 4th Floor Action Coalition's YouthBaltimore, MD 21201 Opportunity Center

partnership to facilitatetargeted Opportunity Youthoutreach and engagement inEast Baltimore

Vehicles for Change Inc PC Support the implementation of 50,0004111 Washington Blvd the East BaltimoreBaltimore, MD 21227 Transportation Pilot

Village Learning Place Inc PC Support Village Learning 4,2352521 Saint Paul Street Place's Let's Invest inBaltimore, MD 21218 Neighborhood Kids Leaders

Program

Virginia L Grant Foundation DBA PC Support the Virginia L Grant 20,000Stand for Youth Foundation's Stand for Youth7111 Park Heights Avenue Suite Summer Program503Baltimore,MD 21215

Women in Transition Inc PC Support Women in Transition's 20,000PO Box 27369 Summer Enrichment ProgramBaltimore,MD 21216

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

YMCA of Central Maryland Inc PC Provide general operating 40,000303 West Chesapeake Avenue supportTowson,MD 21204

Youth as Resources PC Support Youth as Resources 30,00010 West Eager Street Suite 313 Youth Employment InitiativeBaltimore,MD 21201

Youth as Resources PC Support Youth As Resources' 16,00010 West Eager Street Suite 313 Summer Enrichment ProgramBaltimore,MD 21201

Youth Development Network DBA PC Support the Youth 20,000The Fly Girl Network Inc Development Network's809 N Chapelgate Lane Summer Enrichment ProgramBaltimore,MD 21229

Design Impact PC Support to conduct a human- 8,000205 West Fourth Street Suite 1150 centered design workshop forCincinnati, OH 45202 Family-Centered Community

Change's Spring 2015Learning Network Convening

Health Resources in Action Inc PC Support Community Safety 200,00095 Berkeley Street Suite 208 workgroup and provideBoston, MA 02139 technical assistance to

partner communities

The Columbus Foundation PC Support Family-Centered 150,0001234 East Broad Street Community ChangeColumbus,OH 43205

United Way of San Antonio and Bexar PC Support Family-Centered 1,030,000County Community ChangePO Box 898 700 S Alamo Street

San Antonio,TX 78205

Westminster Foundation PC Support Family-Centered 300,000465 Main Street Suite 510 Community ChangeBuffalo,NY 14203

Baltimore Metropolitan Council Inc PC Support Regional Talent 25,0001500 Whetstone Way Suite 300 Development Pipeline StudyBaltimore,MD 212304767

Case Western Reserve University PC Support the National Initiative 52,500Office of Research Administration for Mixed-Income10900 Euclid Avenue CommunitiesCleveland,OH 441067037

Center for American Progress PC Support research of federal 42,00010th Floor 1333 H Street N W contracting practices byWashington, DC 20005 employers

Community Catalyst Inc PC Support the development ofa 50,00030 Winter Street national learning communityBoston, MA 02108 focused on the community

benefits provisions of theAffordable Care Act

Community Development Corporation PC Support Unidos Por Rio 25,000of Brownsville Grande Valley in developing a901 East Levee Street Community Advisory

Brownsville,TX 78520 Committee for University ofTexas Rio Grande Valley

Community Development Corporation PC Support the Presidential 75,000of Brownsville Learning Exchange for the901 East Levee Street University of Texas-Rio

Brownsville,TX 78520

. .

Grande Valley

Total . . . . . . . . . .. .

. . . . . . . . . . . . ► 3a.

. . . . . . . ..

100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Drexel University PC Support in Developing 19,500Office of Research Administration Strategic Communications and3201 Arch Street Knowledge Sharing MaterialsPhiladelphia, PA 19102 to Advance its Anchor Mission

Funders Network for Smart Growth PC Support the 2015-2016 40,000and Livable Communities Inc Professionals Learning About1500 San Remo Avenue Suite 249 Community Development,Coral Gables, FL 33146 Equity and Smart Growth

(PLACES) Fellowship

Funders Network for Smart Growth PC Support the A nchor Institution 50,000and Livable Communities Inc Philanthropy Network1500 San Remo Avenue Suite 249Coral Gables, FL 33146

Georgia Advancing Communities PC Provide general operating 25,000Together Inc support250 Georgia Avenue SE Suite 250Atlanta,GA 30312

Johns Hopkins University PC Support Nepal relief efforts 50,0001615 Thames StBaltimore,MD 212313492

Johns Hopkins University PC Support Baltimore Education 15,000Office of Research Administration Research Consortium and City615 N Wolfe Street Schools Student Transit StudyBaltimore,MD 21205

Legal Action Center of the City of PC Support Helping Moms, Dads 40,000New York Inc and Children Come Home -225 Varick Street Suite 402 Making it Easier for PeopleNew York, NY 10014 with Criminal Records to Re-

Unite with their Families inSafe and Stable Housing

Living Cities Inc The National PC Support co-investment in the 1,100,000Community Development Initiative Living Cities Collaborative1040 Avenue of the Americas Floor17NewYork,NY 10018

Local Government Commission PC Provide general operating 7,5001303 J Street Suite 250 supportSacramento,CA 95814

Los Angeles Alliance for a New PC Support the Jobs to Move 50,000Economy America Initiative464 Lucas Avenue Suite 202Los Angeles,CA 90017

Lutheran World Relief Inc PC Support Nepal relief efforts 50,000700 Light StreetBaltimore,MD 21230

Mercy Corps 45 Ankey Street SW PC Support Nepal relief efforts 50,000Portland,OR 97204

Neighborhood Funders Group PC Provide general operating 15,000436 14th Street Suite 425 supportOakland,CA 94612

Partnership for Children and Youth PC Support efforts to provide 40,0001330 Broadway Suite 601 training and service programsOakland,CA 94612 that advance after-school

programs for children andyouth living in affordablehousing programs

PolicyLink PC Support advancing economic 120,0001438 Webster Street Suite 303 inclusion practice and policyOakland,CA 94612

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

PolicyLink PC Provide general operating 245,0001438 Webster Street Suite 303 supportOakland,CA 94612

PolicyLink PC Support for the Promise 250,0001438 Webster Street Suite 303 Neighborhoods InstituteOakland,CA 94612

Safe and Sound Baltimore's PC Support the expansion of 30,000Campaign for Children and Youth Inc Opportunity Compacts2 East Read Street 3rd Floor

Baltimore,MD 21202

Seattle University PC Support the Place-Based 15,000Attn ORSSP 901 12th Avenue PO Community EngagementBox Initiative Learning Network222000 USVC Bldg 203Seattle, WA 981221090

Seattle University PC Support the Place-Based 25,000Attn 0 RSSP 901 12th Avenue PO Institute for Faith-BasedBox Anchor Institutions222000 USVC Bldg 203Seattle, WA 981221090

The Democracy Collaborative PC Support the expanded pilot 70,000Foundation Inc implementation of the anchor1422 Euclid Avenue Suite 616 institution dashboardCleveland,OH 44115

Urban Age Institute PC Support the 2015 Meeting of 20,000150 Sutro Heights Avenue 2 the Minds ConferenceSan Francisco,CA 94121

Advocates for Children & Youth Inc PC Support to establish earned 30,000One North Charles Street Suite paid sick leave policies for low-2400 income working familiesBaltimore,MD 21201

Advocates for Children & Youth Inc PC Support KIDS COUNT 100,000One North Charles Street Suite activities in 20152400Baltimore,MD 21201

Advocates for Children of New Jersey PC Support to launch a campaign 30,00035 Halsey Street to reduce absenteeism in the

Newark, NJ 07102 early grades

Advocates for Children of New Jersey PC Support KIDS COUNT 100,00035 Halsey Street activities in 2015

Newark, NJ 07102

Agenda for Children Inc PC Support KIDS COUNT 100,0008300 Earhart Boulevard Suite 201 activities in 2015New O rleans, LA 70118

Alliance for Early Success PC Support for early childhood and 125,000PO Box 6756 birth to eight policy technicalLeawood, KS 66206 assistance for the states

Alliance for Justice PC Support for advocacy training 30,00011 Dupont Circle NW Suite 200 and support for the FoundationWashington, DC 20036 and its grantees

Arkansas Advocates for Children and PC Support to improve school 40,000Families readiness for low-income and1400 W Markham Ste 306 minority children ages birth to

Little Rock,AR 72201 five years as part of theArkansas Campaign for GradeLevel Reading

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Arkansas Advocates for Children and PC Support participation in the 50,000Families State Priorities Partnership1400 W Markham Ste 306 network

Little Rock,AR 72201

Arkansas Advocates for Children and PC Support KIDS COUNT 100,000Families activities in 20151400 W Markham Ste 306

Little Rock,AR 72201

Caring Communities Inc PC Support KIDS COUNT 100,0003418 Knipp Drive Suite A-2 activities in 2015Jefferson City,MO 65109

Center for American Progress PC Support the States ofChange 50,00010th Floor 1333 H Street N W projectWashington, DC 20005

Center for Public Policy Priorities PC Support participation in the 50,0007020 Easy Wind Drive Suite 200 State Priorities PartnershipAustin,TX 78752 network

Center for Public Policy Priorities PC Support KIDS COUNT 100,0007020 Easy Wind Drive Suite 200 activities in 2015Austin,TX 78752

Center for Public Policy Priorities PC Support to increase funding for 100,0007020 Easy Wind Drive Suite 200 Texas' public schools to fundAustin,TX 78752 full-day Pre-K

Center on Budget and Policy PC Support to provide technical 596,520Priorities assistance and support to the820 First Street NE Suite 510 State Priorities PartnershipWashington,DC 20002 network

CFVI Inc PO Box 11790 PC Support KIDS COUNT 100,000StThomas,VI 00801 activities in 2015

Child and Family Policy Center PC Support participation in the 50,000505 5th Avenue Suite 404 State Priorities PartnershipDes Moines,IA 50309 network

Child and Family Policy Center PC Support KIDS COUNT 100,000505 5th Avenue Suite 404 activities in 2015Des Moines,IA 50309

Child Trends Inc PC Support the work of the 25,0007315 Wisconsin Avenue Suite Hispanic Institute1200WBethesda, M D 20814

Children First for Oregon PC Support for expert data and 30,000PO Box 14914 policy analysis and advocacyPortland,OR 972930914 coordination related to threat

to Juvenile Detentionalternative implementation

Children First for Oregon PC Support KIDS COUNT 100,000PO Box 14914 activities in 2015Portland,OR 972930914

Children Now PC Support KIDS COUNT 100,0001404 Franklin Street Suite 700 activities in 2015Oakland,CA 94612

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Children Now PC Support to expand access to 100,0001404 Franklin Street Suite 700 high-quality early learning andOakland, CA 94612 development programs in

California

Children's Action Alliance Inc PC Support to inform fiscal policy 40,0004001 North 3rd Street Suite 160 decisions that affect reliancePhoenix,AZ 85012 on juvenile incarceration

Children's Action Alliance Inc PC Support participation in the 50,0004001 North 3rd Street Suite 160 State Priorities PartnershipPhoenix,AZ 85012 network

Children's Action Alliance Inc PC Support KIDS COUNT 100,0004001 North 3rd Street Suite 160 activities in 2015Phoenix,AZ 85012

Children's Defense Fund - Ohio PC SUPPORT TO ADOPT A 30,000395 East Broad Street Suite 330 WAIVER AND RULE FROMColumbus,OH 43215 CENTERS FOR MEDICARE

AND MEDICAID SERVICESTO ALLOW REIMBURSEMENTTO COMMUNITY HEALTHWORKERS

Children's Defense Fund - Ohio PC Support KIDS COUNT 100,000395 East Broad Street Suite 330 activities in 2015Columbus,OH 43215

Children's Defense Fund Minnesota PC Support to advocate for funding 30,000555 Park Street Suite 410 for the Basic Sliding FeeSt Paul,MN 55103 component of the Child Care

Assistance Program

Children's Defense Fund Minnesota PC Support KIDS COUNT 100,000555 Park Street Suite 410 activities in 2015StPaul,MN 55103

Children's Trust Fund of South PC Support to promote higher 40,000Carolina quality and equity in early care1330 Lady Street Suite 310 and education through the EarlyColumbia,SC 29021 Childhood Common Agenda

Children's Trust Fund of South PC Support KIDS COUNT 100,000Carolina activities in 20151330 Lady Street Suite 310Columbia,SC 29021

Coalition on Human Needs PC Support effective low-income 178,0001120 Connecticut Ave NW Suite advocacy in the federal budget312Washington, DC 20036

Colorado Children's Campaign PC Support to ensure more 30,0001580 Lincoln Street Suite 420 children are school-ready andDenver,CO 80203 reading at 3rd grade level by

end of third grade

Colorado Children's Campaign PC Support KIDS COUNT 100,0001580 Lincoln Street Suite 420 activities in 2015Denver,CO 80203

Connecticut Association for Human PC Support KIDS COUNT 100,000Services Inc activities in 2015237 Hamilton Street Suite 208Hartford,CT 06106

DataKind PC Support to explore the power of 75,000156 5th Avenue Suite 502 data, technology andNew York, NY 10010 partnership

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

DC Action for Children Today PC Support KIDS COUNT 100,0001432 K Street NW Suite 1050 activities in 2015Washington, DC 20005

Faith in Public Life Inc PC Support state-level faith-based 25,0001111 14th Street NW Suite 900 grassroots advocacy for kidsWashington, DC 20005 and families

Florida Philanthropic Network PC Support the Florida Policy 50,0001211 N Westshore Blvd Suite 314 Institute's participation in theTampa, FL 33607 State Priorities Partnership

network

Forum of Regional Associations of PC Support regional associations 25,000Grantmakers ofgrantmakers nationally to1020 19th St NW 360 get involved in state policyWashington, DC 20036 advocacy

FrameWorks Institute PC Support to provide technical 30,0001333 H Street NW Suite 700 West assistance to state grantees ofWashington, DC 20005 the KIDS COUNT project in

order to improve theircommunications and framingskills

Georgia Budget and Policy Institute PC Support to engage in the state 30,000Inc planning process for the100 Edgewood Avenue NE Suite 950 Workforce Innovation andAtlanta, GA 30303 Opportunity Act

Georgia Budget and Policy Institute PC Support participation in the 50,000Inc State Priorities Partnership100 Edgewood Avenue NE Suite 950 networkAtlanta,GA 30303

Georgia Family Connection PC Support KIDS COUNT 100,000Partnership Inc activities in 2015235 Peachtree Street Suite 1600Atlanta,GA 30303

Indiana Youth Institute Inc SO III NFI Support KIDS COUNT 100,000603 East Washington Street Suite activities in 2015800Indianapolis, IN 462042692

Institute on Taxation and Economic PC Support on tax and budget 100,000Policy issues to the State Policy1616 P Street NW Suite 200 Partners and other national andWashington, DC 20036 state organizations

Jannus Inc PC Support to help Idaho families 30,0001607 West Jefferson Street achieve financial securityBoise, ID 83702 through the Affordable Care

Act

Jannus Inc PC Support participation in the 50,0001607 West Jefferson Street State Priorities PartnershipBoise,ID 83702 network

Jannus Inc PC Support KIDS COUNT 100,0001607 West Jefferson Street activities in 2015Boise, ID 83702

Kansas Action for Children Inc PC Support to implement a 30,000720 SW Jackson Suite 201 comprehensive advocacyTopeka, KS 66603 strategy aimed at modifying

some of the provisions of theHope, Opportunity andProsperity for Everyone Act in2016

Kansas Action for Children Inc PC Support participation in the 75,000720 SW Jackson Suite 201 State Priorities PartnershipTopeka, KS 66603 network

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Kansas Action for Children Inc PC Support KIDS COUNT 100,000720 SW Jackson Suite 201 activities in 2015Topeka,KS 66603

Kentucky Youth Advocates Inc PC Provide general operating 15,00011001 Bluegrass Pkwy Suite 100 supportJeffersontown,KY 40299

Kentucky Youth Advocates Inc PC Support for early childhood 30,00011001 Bluegrass Pkwy Suite 100 programsJeffersontown, KY 40299

Kentucky Youth Advocates Inc PC Support KIDS COUNT 100,00011001 Bluegrass Pkwy Suite 100 activities in 2015

Jeffersontown,KY 40299

Keystone Research Center Inc PC Support participation in the 75,000412 North Third Street State Priorities PartnershipHarrisburg, PA 17101 network

Louisiana Budget Project PC Support participation in the 50,000447 Third St Suite 200 State Priorities PartnershipBaton Rouge,LA 70802 network

Maine Children's Alliance PC Support KIDS COUNT 100,000303 State Street activities in 2015Augusta, ME 04330

Maryland Center on Economic Policy PC Support participation in the 50,00010 W Eager St State Priorities Partnership

Baltimore,MD 21201 network

Massachusetts Budget and Policy PC Support KIDS COUNT 100,000Center activities in 201515 Court Square Suite 700Boston,MA 02108

Michigan League for Public Policy PC Support to focus the two- 30,0001223 Turner Street Suite G-1 generation lens on reducingLansing,MI 48906 poverty by broadening access

to paid sick time to all workers

Michigan League for Public Policy PC Support KIDS COUNT 100,0001223 Turner Street Suite G-1 activities in 2015Lansing, MI 48906

Missouri Budget Project PC Support participation in the 50,000One Campbell Plaza Suite 101 Bldg State Priorities PartnershipA networkCenter EntranceSt Louis, MO 63139

MomsRising Education Fund PC Support to build an 62,00012011 Bel-Red Road 206 infrastructure of stateBellevue, WA 98005 MomsRising capacity

National Congress ofAmerican PC Support to improve data on 100,000Indians child well-being for Native1516 P Street NW American children and provideWashington, DC 20005 strategic guidance to KIDS

COUNT

NC Child PC Support KIDS COUNT 100,0003109 Poplarwood Court Suite 300 activities in 2015Raleigh, NC 276041044

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

New Hampshire Fiscal Policy PC Support participation in the 75,000Institute State Priorities Partnership64 North Main St 3rd floor networkConcord, NH 03301

New Hampshire Kids Count Inc PC Support to improve the school 28,0002 Delta Drive Suite 201 climate for all children,Concord, NH 03301 especially low-income families

New Hampshire Kids Countlnc PC Support KIDS COUNT 100,0002 Delta Drive Suite 201 activities in 2015Concord,NH 03301

Newiersey Policy Perspective Inc PC Support participation in the 75,000137 West Hanover Street State Priorities PartnershipTrenton, NJ 08618 network

New Mexico Voices for Children PC Support to reduce poverty, 40,000625 Silver Ave SW Suite 195 promote opportunity andAlbuquerque, NM 87102 increase reading proficiency

by the end of third grade

New Mexico Voices for Children PC Support participation in the 50,000625 Silver Ave SW Suite 195 State Priorities PartnershipAlbuquerque,NM 87102 network

New Mexico Voices for Children PC Support KIDS COUNT 100,000625 Silver Ave SW Suite 195 activities in 2015Albuquerque,NM 87102

New York State Council on Children GOV Support KIDS COUNT 100,000and Families activities in 201552 Washington Street Suite 99Rensselaer,NY 12144

North Dakota State University GOV Support KIDS COUNT 100,000Center for Social Research at NDSU activities in 2015PO Box 6050 Department 2362Fargo,ND 581086050

Oklahoma Institute for Child PC Provide general operating 35,000Advocacy support3800 N Classen Blvd Suite 230Oklahoma City,OK 73118

Oklahoma Institute forChild PC Support KIDS COUNT 100,000Advocacy activities in 20153800 N Classen Blvd Suite 230Oklahoma City,OK 73118

Pennsylvania Partnerships for PC Support to promote child 30,000Children welfare reforms116 Pine Street Suite 430Harrisburg,PA 17101

Pennsylvania Partnerships for PC Support KIDS COUNT 100,000Children activities in 2015116 Pine Street Suite 430Harrisburg, PA 17101

Population Reference Bureau Inc PC Support to plan, implement and 124,0001875 Connecticut Avenue NW Suite participate in a data workshop520 to inform KIDS COUNTWashington, DC 200095728 grantees about important data

issues that could affect theirwork

Population Reference Bureau Inc PC Support to increase public 450,0001875 Connecticut Avenue NW Suite awareness of the status ofUS520 childrenWashington, DC 200095728

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Public Assets Institute Inc PC Support participation in the 75,000PO Box 942 State Priorities PartnershipMontpelier,VT 05601 network

Public Works The Center for the PC Support to enhance the 50,000Public Sector capacity of state-based3801 North Capital of Texas Highway advocates to make the caseE-240/446 for public systems andAustin,TX 78746 services

Rhode Island KIDS COUNT Inc PC Support participation in the 50,000One Union Station State Priorities PartnershipProvidence, RI 02903 network

Rhode Island KIDS COUNT Inc PC Support to promote family- 60,000One Union Station based settings for children andProvidence, RI 02903 youth in the child welfare

system

Rhode Island KIDS COUNT Inc PC Support KIDS COUNT 100,000One Union Station activities in 2015Providence, RI 02903

SEATTLE INTERNATIONAL SO I Support the Red porlos 95,698FOUNDATION Derechos de la Infancia en500 Union St Suite 801 Mxico to update the KIDSSeattle,WA 98101 COUNT Mexico Data System

and to produce KIDS COUNTMexico 2015

Social Science Research Center at GOV Support to increase awareness 40,000Mississippi State University around importance of earlySponsored Programs Administration school attendance and133 Etheredge Hall 449 Hardy Rd developmental screeningsMississippi State, MS 39762

Social Science Research Center at GOV Support KIDS COUNT 100,000Mississippi State University activities in 2015Sponsored Programs Administration133 Etheredge Hall 449 Hardy RdMississippi State, MS 39762

State ofTennessee GOV Support KIDS COUNT 100,000Tennessee Commission on Children activities in 2015and Youth Andrew Jackson Building 9Nashville,TN 372430800

The Childrens Alliance PC Support the development of a 30,000718 6th Avenue South cross-sector campaign toSeattle, WA 98104 reform Washington State's

Temporary Assistance forNeedy Families Program

The Childrens Alliance PC Support KIDS COUNT 100,000718 6th Avenue South activities in 2015Seattle, WA 98104

The Commonwealth Institute for PC Support participation in the 75,000Fiscal Analysis State Priorities Partnership1329 E Cary St 202 networkRichmond,VA 23219

The Flamboyan Foundation PF Support KIDS COUNT 100,000PO Box 16699 activities in 2015San Juan, PR 009086699

The Forum for Youth Investment PC Support Spark Action to 70,000The Cady-Lee House 7064 Eastern provide communicationsAvenue NW technical assistance to theWashington,DC 20012 states

The Partnership forAmerica's PC Support the launch of the 128,000Children Partnership for America's1101 14th Street NW Suite 600 Children NetworkWashington, DC 20005

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

The President and Directors of PC Support to provide health 75,000Georgetown College policy (ACA and CHIP)Office of Sponsored Programs Box technical assistance to states571168Washington,DC 200571168

Tides Center PO Box 29907 PC Support the KIDS COUNT 191,800San Francisco,CA 941290907 initiative to change policies

and practices at the statelevel

University ofAlaska GOV Support KIDS COUNT 100,000Grants Contracts Office PO Box activities in 2015141628Anchorage,AK 995141628

University of Delaware PC Support KIDS COUNT 100,000Center for Community Research activities in 2015Service 298 K Graham HallNewark,DE 19716

University of Hawaii GOV Support KIDS COUNT 100,000Office of Research Services 2530 activities in 2015Dole StreetHonolulu, HI 96822

University of Montana GOV Support KIDS COUNT 100,000Office of Research and Sponsored activities in 2015Programs 32 Campus DriveMissoula,MT 59812

University of Nevada Las Vegas GOV Support KIDS COUNT 100,000Office of Sponsored Programs 4505 activities in 2015SMaryland ParkwayLas Vegas,NV 891546002

University of South Dakota GOV Support KIDS COUNT 100,000Office of Research Sponsored activities in 2015Programs Slagle Hall 107 414 EastCVermillion,SD 57069

University of South Florida Board of GOV Support KIDS COUNT 100,000Trustees a public body corporate activities in 20153702 Spectrum Blvd Suite 165Tampa,FL 336129445

Utah Children PC Support KIDS COUNT 100,000747 East South Temple Suite 100 activities in 2015Salt Lake City,UT 84102

Utah Children PC Support participation in the 125,000747 East South Temple Suite 100 State Priorities PartnershipSalt Lake City, UT 84102 network

Voices for Alabama's Children PC Support to engage in advocacy 40,000PO Box 4576 efforts that increase readingMontgomery,AL 361034576 proficiency by the end of third

grade

Voices forAlabama's Children PC Support KIDS COUNT 100,000PO Box 4576 activities in 2015Montgomery, AL 361034576

Voices for Children in Nebraska PC Support to amplify efforts to 30,0007521 Main Street Suite 103 promote statewide juvenileOmaha, NE 68127 justice reform

Voices for Children in Nebraska PC Support KIDS COUNT 100,0007521 Main Street Suite 103 activities in 2015Omaha,NE 68127

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an Foundation Purpose of grant or Amountindividual, status of contribution

Name and address (home or show any relationship to recipient

business) any foundation manageror substantial contributor

a Paid during the year

Voices for Illinois Children Inc PC Provide general operating 20,500208 South LaSalle Street Suite support1490Chicago,IL 606041120

Voices for Illinois Children Inc PC Support participation in the 50,000208 South LaSalle Street Suite State Priorities Partnership1490 networkChicago,IL 606041120

Voices for Illinois Children Inc PC Support KIDS COUNT activities 100,000208 South LaSalle Street Suite in 20151490Chicago,IL 606041120

Voices for Vermont's Children Inc PC Support KIDS COUNT activities 100,000PO Box 261 in 2015Montpelier,VT 056010261

Voices for Virginia's Children PC Support KIDS COUNT activities 100,000701 East Franklin Street Suite 807 in 2015Richmond,VA 23219

Washington State Budget and Policy PC Support participation in the 50,000Center State Priorities Partnership1402 Third Avenue Suite 1215 network

Seattle, WA 98101

West Virginia KIDS COUNT Fund PC Support KIDS COUNT activities 100,000Inc in 20151206 Virginia Street East Suite 104Charleston, WV 25301

Wisconsin Council on Children and PC Support participation in the 75,000Families Inc State Priorities Partnership555 West Washington Avenue Suite network200Madison, WI 53703

Wisconsin Council on Children and PC Support KIDS COUNT activities 100,000Families Inc in 2015555 West Washington Avenue Suite200Madison, WI 53703

Wyoming Community Foundation PC Support to reform juvenile 20,0001472 North 5th Street Suite 201 justice practices in WyomingLaramie, WY 82072 through data

Wyoming Community Foundation PC Support KIDS COUNT activities 100,0001472 North 5th Street Suite 201 in 2015Laramie, WY 82072

America Achieves Inc PC Support the event titled 100,000300 New Jersey Avenue NW Suite TEDxPennsylvaniaAvenue on900 June 24, 2015, in Washington,NewYork,NY 10036 DC

America's Promise - The Alliance PC Support for the First Focus 260,000for Youth project1110 Vermont Avenue NW Suite900Washington, DC 20005

Boston Medical Center Corporation PC Support Children's 30,000Grants Administration Gambro HealthWatch's ongoing dataBuilding 2nd Floor collection and analysis onBoston, MA 021182393 health care costs associated

with food insecurity in children

Brookings Institution PC Support the Center for Children 395,0001775 Massachusetts Avenue NW and Families and the SocialWashington, DC 20036 Mobility project

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Center for Community Change PC Support to improve conditions 195,0001536 U Street NW for low-income workers throughWashington, DC 20009 reframing the national

discourse on jobs and theeconomy and the coordinationand provision of technicalassistance to grassrootspartner groups and coalitions

Center for Global Policy Solutions PC Support a study on the impact 107,0001300 L Street NW Suite 975 of Social Security on reducingWashington, DC 20005 child poverty

Center for Law and Social Policy PC Support a program of policy 318,0001200 18th Street NW Suite 200 analysis, technical assistance,Washington, DC 20036 and advocacy, Spotlight on

Poverty & Opportunity, andtwo-generation povertyreduction programs

Center on Budget and Policy PC Support to engage state and 290,000Priorities local organizations in efforts to820 First Street NE Suite 510 promote utilization of taxWashington, DC 20002 credits and health coverage by

low-income working families,provide training and technicalassistance, and conductresearch and analysis onrelated policy developments

Child Trends Inc PC Support development and 110,0007315 Wisconsin Avenue Suite improvement of child well-1200W being indicators and state-Bethesda, MD 20814 level survey

Council for A Strong America PC Support the programs Fight 170,0001212 New York Avenue NW Suite Crime Invest in Kids, Mission300 Readiness, America's EdgeWashington, DC 20005 and Shepherding the Next

Generation

Enroll America PC Support health insurance 25,0001001 G Street NW 8th floor literacy researchWashington, DC 20001

Every Child Matters Education Fund PC Provide general operating 2,5001023 15th St NW Suite 401 supportWashington, DC 20005

Families USA Foundation Inc PC SUPPORT FOR THE 25,0001201 NewYork Avenue NW Suite CHILDREN'S HEALTH1100 INSURANCE PROGRAM ANDWashington, DC 20005 MEDICAID EXPANSION

Feeding America PC Support the national advocacy 75,00035 E Wacker Dr Suite 2000 on nutritionChicago,IL 60601

Food Research & Action Center Inc PC Support the Children's 50,0001200 18th Street NW Suite 400 Leadership CouncilWashington, DC 20036

Food Research & Action Center Inc PC Support the national advocacy 93,0001200 18th Street NW Suite 400 related to nutrition supportsWashington, DC 20036

Institute for American Values PC Provide general operating 20,0001841 Broadway Suite 211 supportNewYork,NY 10023

Institute for Women's Policy PC Support research and analysis 130,000Research related to low-income working1200 18th Street NW Suite 301 familiesWashington, DC 20036

New Jersey Policy Perspective Inc PC Support the Amplification 35,000137 West Hanover Street Project's work targetingTrenton, NJ 08618 policies that affect children in

poverty and young people,ages 16 to 24, who arestruggling to stay in school orfind meaningful employment

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

New York University PC Support to complete a book 25,000NYU Office of Sponsored Programs manuscript outlining a665 Broadway Suite 801 strategic vision for earlyNew York, NY 100122338 childhood care and education

The American Academy of Political PC Provide general operating 5,000and Social Science support202 South 36th StreetPhiladelphia,PA 191043806

The Jack Kemp Foundation PC Provide general operating 10,0001200 New Hampshire Avenue NW supportSuite800Washington, DC 20036

The Trustees of Columbia University PC Support the National Center for 162,500in the City of New York Children in Poverty's FamilySponsored Projects Administration Resource Simulator, their615 West 131st Street Room 254 Making Work Supports' WorkNew York, NY 100277922 Initiative and associated on-

line tools and related projects

The Urban Institute PC Support the Tax Policy 190,0002100 M Street NW 5th Floor Center's work on low-incomeWashington, DC 20037 families and children

The Urban Institute PC Support Low-Income Working 491,0002100 M Street NW 5th Floor Families Parents and ChildrenWashington, DC 20037 Facing a World of Risk, a

program of policy-relevantresearch and dissemination toinform policymakers about thefragile circumstances of low-income working families

University of Maryland Baltimore GOV Support for a Shriver 11,137County Peaceworker FellowOffice ofSponsored Programs 1000Hilltop CircleBaltimore,MD 21250

USAction Education Fund PC Support the USAction 45,0001101 17th St NW Education Fund's economicWashington, DC 20036 justice program efforts

Alliance for Strong Families and PC Support the organizational 225,000Communities Inc change and the further11700 West Lake Park Drive development of the NationalMilwaukee, WI 532243099 Center for Civic Engagement

and Neighborhood Building

Asian Pacific Fund PC Provide general operating 100,000465 California Street Suite 809 supportSan Francisco,CA 94104

Association of Small Foundations PC Support a series of issue 15,0001720 N Street NW specific virtual programs andWashington, DC 20036 companion pieces that align

with the Foundation's prioritiesand Exponent Philanthropymembers' interests

Big Brothers Big Sisters of America PC Support to develop and test 100,000Big Brothers Big Sisters National measurement tools thatOffice 2202 N Westshore Blvd Suite access risk and protectiveTampa, FL 33607 factors for youth served by the

Big Brothers Big Sistersnetwork

Boys and Girls Clubs ofAmerica PC Support for the Delinquency 135,0001275 Peachtree Street NE Prevention and InterventionAtlanta,GA 303093506 program

Catholic Charities USA PC Support for the Invest in the 150,0002050 Ballenger Avenue Suite 400 Poverty Campaign - a policyAlexandria,VA 22314 and programmatic vehicle for

reducing poverty in America

Center for the Study of Social Policy PC Support the ongoing expansion 125,0001575 Eye Street NW Suite 500 and dissemination ofa set of

Washington, DC 20005 results-based policyrecommendations through thePolicyforResults website

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Congressional Black Caucus PC Support development of a Low 50,000Foundation Inc Income Working Families1720 Massachusetts Avenue NW Initiative to promote familyWashington, DC 20036 economic success and student

academic success

Council for A Strong America PC Support to engage members of 75,0001212 New York Avenue NW Suite READYNATION in support of300 Two-Generation policiesWashington, DC 20005

Council on Foundations Inc PC Support the Membership 54,5002121 Crystal Drive Suite 700 Renewal for 1/1/15 - 12/31/15Arlington,VA 22202

Forum of Regional Associations of PC Support the Forum's new vision 100,000Grantmakers campaign1020 19th St NW 360Washington, DC 20036

Global Implementation Initiative PC Provide general operating 50,000706 Front Street Suite 7 supportLouisville,CO 80027

Goodwill Industries International Inc PC Support implementation of 200,00015810 Indianola Drive family economic success

Rockville,MD 20855 programs and strategies toadditional Goodwill affiliates

Leadership Conference Education PC Support to inform key 100,000Fund Inc stakeholders about policy1629 K Street NW Tenth Floor solutions that close gaps andWashington, DC 20006 increase opportunities for

communities facing persistentdisadvantage

National Association of Latino PC Support of a series of policy 95,000Elected Officials trainings on Family Economic1122 West Washington Boulevard Success and student academic3rd achievement principle andFloor strategies targeting newlyLos Angeles,CA 90015 elected and veteran Latino

state legislators

National Association of State Budget PC Support to the National 90,000Officers Association of State Budget444 North Capitol Street NW Suite Officers to amplify the642 Foundation messages toWashington, DC 20001 promote Foundation strategic

priorities

National Center for Family PC Support Spotlight Level 12,000Philanthropy Inc Sponsorship of the National1101 Connecticut Avenue NW Suite Forum on Family Philanthropy,220 held October 14-16, 2015 inWashington, DC 20036 Seattle, Washington

National Conference of State GOV Support to the National 615,000Legislatures Conference of State7700 East First Place Legislatures as a NationalDenver,CO 802307143 Policy Partner to amplify the

Foundation's messages andpromote our strategic priorities

National Council of Young Mens PC Support the implementation of 100,000Christian Associations of the United the Y-Readers summer literacyStates program101 North Wacker DriveChicago,IL 606067386

National Governors Association PC Support to amplify the 185,000Center for Best Practices Foundation's messages andHall of States 444 North Capitol promote its strategic prioritiesStreet Suite 267Washington,DC 200011512

National Human Services Assembly PC Support to advance policies 100,0001101 14th Street NW Suite 600 and practices for vulnerableWashington, DC 20005 children and families through

the National Collaboration forYouth

National League of Cities Institute SO III NFI Support the Institute for Youth, 324,746Inc Education and Families1301 Pennsylvania Avenue NW Suite550Washington, DC 20004

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

North American Council on PC Support the Advocates for 150,000Adoptable Children Inc Families First970 Raymond Avenue Suite 106St Paul,MN 551141149

Partners for Livable Communities PC Support the Celebration of 10,0001429 21st Street NW Vision and CommunityWashington, DC 20036 Building Awards

Rockefeller Philanthropy Advisors PC Support the development ofa 30,000Inc new theory, which will6 West 48th Street 10th Floor establish a framework forNew York, NY 10036 foundation leaders to build

strategies for the 21st century

The Forum for Youth Investment PC Support for the Forum for 200,000The Cady-Lee House 7064 Eastern Youth Investment's PolicyAvenue NW TeamWashington,DC 20012

The Foundation Center PC Support to provide customized 82,50032 Old Slip 24th Floor research and knowledgeNew York, NY 10005 services to enable identifying

trends and opportunities in ourareas of interest, as well aspotential strategic partners

The Foundation Center PC Support to fund Capital 250,00032 Old Slip 24th Floor CampaignNewYork,NY 10005

The United States Conference of PC Support The United States 100,000Mayors Conference of Mayors to1620 Eye Street Northwest amplify Foundation messagesWashington, DC 20006 and promote strategic

priorities

Trustees of the University of PC Support donor engagement in 100,000Pennsylvania Early ChildhoodOffice of Research Services 3451Walnut StreetPhiladelphia,PA 191046205

United Way Worldwide PC Support Grade Level Reading 100,000701 North Fairfax Street activitiesAlexandria,VA 223142045

United Way Worldwide PC Support for the Executive 150,000701 North Fairfax Street Leadership DevelopmentAlexandria,VA 223142045 Program for United Way

Catalytic Leaders to DriveCollective Impact

Volunteers ofAmerica Inc PC Support family strengthening 100,0001660 Duke Street framework and familyAlexandria,VA 223143427 economic success principles

Women in Government Foundation PC Support the Women in 80,000Inc Government, Ltd to amplify1319 F Street NW Suite 710 Foundation messages andWashington, DC 20004 promote Foundation strategic

priorities

ACLU Foundation of Maryland PC Charitable Contribution 5003600 Clipper Mill Road through the Matching GiftsBaltimore, MD 21211 Program

Advocates for Children & Youth Inc PC Support the 11th Annual 2,580One North Charles Street Suite Distinguished Speaker2400 LuncheonBaltimore,MD 21201

African Wildlife Foundation PC Charitable Contribution 1001400 16th Street North West Suite through the Matching Gifts120 ProgramWashington, DC 20036

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

AHC Inc 2230 North Fairfax Drive PC Charitable Contribution 300Arlington,VA 22201 through the Matching Gifts

Program

Alzheimers Association PC Charitable Contribution 250225 N Michigan Ave through the Matching GiftsChicago,IL 60601 Program

Alzheimers Disease and Related PC Charitable Contribution 200Disorders Association Inc - Greater through the Matching GiftsMarylan Program1850 York RoadTimonium,MD 21093

American Bar Association Fund for SO I Sponsor the Center for 6,450Justice and Education Children and Law ConferenceCenter for Children and the Law1050 Connecticut Avenue NWWashington, DC 20036

American Cancer Society PC Charitable Contribution 350405 Williams Court Suite 120 through the Matching GiftsBaltimore,MD 21220 Program

American Civil Liberties Union PC Charitable Contribution 500Foundation Inc through the Matching Gifts125 Broad St ProgramNewYork,NY 10004

American Diabetes Association Inc PC Charitable Contribution 104National Office through the Matching Gifts1701 North Beauregard Street ProgramAlexandria,VA 22311

American Foundation for Suicide PC Charitable Contribution 270Prevention through the Matching Gifts120 Wall Street ProgramNewYork,NY 10005

American Heart Association PC Charitable Contribution 250Gift Processing Center through the Matching GiftsPhoenix,AZ 850628851 Program

American Prospect Inc PC Support to provide "Editor's 5,0001225 Eye St NW Suite 600 Circle Level" sponsorship forWashington, DC 20005 The American Prospect

Magazine's 25th AnniversaryGala held May 13, 2015, inWashington, DC

American Society for the Prevention PC Charitable Contribution 40of Cruelty To Animals through the Matching Gifts424 East 92 Street ProgramNewYork,NY 101286804

American Youth Policy Forum PC Provide general operating 5,0001836 Jefferson Place NW supportWashington, DC 200362505

Amherst Committee for A Better PC Charitable Contribution 420Chance through the Matching GiftsPO Box 1922 Station 2 ProgramAmherst,MA 01002

Amyotrophic Lateral Sclerosis PC Charitable Contribution 70Association through the Matching GiftsPO Box 66825 ProgramBaton Rouge,LA 70896

Archbishop Curley High School PC Charitable Contribution 5003701 Sinclair Lane through the Matching GiftsBaltimore, MD 21213 Program

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Archdiocese of Seattle PC Provide general operating 100,000710 9th Avenue supportSeattle, WA 981042017

Art Because Inc PO Box 3025 PC Charitable Contribution 100Framingham, MA 01705 through the Matching Gifts

Program

Art With A Heart Inc PC Charitable Contribution 2503355 Keswick Road through the Matching GiftsBaltimore, MD 21211 Program

Asian American Journalists PC Provide general operating 5,000Association support5 Third Street Suite 1108San Francisco,CA 94103

Asian American Journalists PC Support for Engaging Key 15,000Association Journalism Organization of5 Third Street Suite 1108 ColorSan Francisco,CA 94103

Asian American Journalists PC Support "News Deserts 20,000Association Project"5 Third Street Suite 1108San Francisco,CA 94103

Asian American Lead Leadership PC Support the 16th Annual Asian 3,000Empowerment and Development for American LEAD DinnerYouth & Fami2100 New Hampshire Avenue NWWashington, DC 20009

Asian American-Pacific Islanders In PC Charitable Contribution 500Philanthropy through the Matching Gifts2201 Broadway Suite 210 Program

Oakland,CA 94612

Asian American-Pacific Islanders in PC Support for Asian American- 9,850Philanthropy Pacific Islanders in2201 Broadway Street Suite 210 Philanthropy's 25th

Oakland, CA 94612 Anniversary Kick-offCelebration Reception

Association for Public Policy PC Support the 2015 Fall 2,500Analysis and Management Research Conference in Miami,1029 Vermont Avenue NW Suite Florida1150Washington, DC 20005

Association of Baltimore Area PC Charitable Contribution 130Grantmakers Inc through the Matching Gifts2 East Read Street ProgramBaltimore,MD 21202

Association of Black Foundation PC SUPPORT THE 10,000Executives ASSOCIATION OF BLACK333 7th Avenue 13th Floor FOUNDATION EXECUTIVES'NewYork,NY 10001 2015 ANNUAL CONFERENCE

WHICH WILL BE HELD APRIL23-25 IN NAPA,CALIFORNIA

Avon Products Foundation PC Charitable Contribution 1,200Incorporated through the Matching GiftsOne Avon Plaza ProgramRye,NY 10580

Bais Yaakov School for Girls Inc PC Charitable Contribution 85011111 Park Heights Avenue through the Matching GiftsOwings Mills,MD 211173042 Program

Baltimore Chamber Orchestra Inc PC Charitable Contribution 80011 West Mount Vernon Place through the Matching GiftsBaltimore, MD 21201 Program

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Baltimore Child Abuse Center Inc PC Charitable Contribution 3,0002300 North Charles Street through the Matching GiftsBaltimore, MD 21218 Program

Baltimore Clayworks Inc PC Charitable Contribution 2005707 Smith Ave through the Matching GiftsBaltimore, MD 21209 Program

Baltimore Community Foundation Inc PC Charitable Contribution 2,3002 East Read St through the Matching Gifts

Baltimore, MD 21202 Program

Baltimore Community Foundation Inc PC Charitable Contribution 3,6002 East Read St through the Matching Gifts

Baltimore, MD 21202 Program

Baltimore Museum ofArt PC Charitable Contribution 44010 Art Museum Drive through the Matching GiftsBaltimore, MD 21218 Program

Baltimore Outreach Services PC Charitable Contribution 50701 South Charles St through the Matching GiftsBaltimore,MD 21230 Program

Baltimore School for the Arts SO II Support "Behind the Scenes" 9,400Foundation Inc 2015 Anniversary Gala which712 Cathedral Street will take place March 7, 2015,Baltimore, MD 21201 in Baltimore

Baltimore Squashwise Inc PC Charitable Contribution 1,0003600 Clipper Mill Road Suite 107 through the Matching GiftsBaltimore, MD 21211 Program

Bamboo Ridge Press PO Box 61781 PC Charitable Contribution 200Honolulu, HI 968391781 through the Matching Gifts

Program

Best Friends Animal Sanctuary PC Charitable Contribution 2005001 Angel Canyon Drive through the Matching GiftsKanab,UT 847415001 Program

Black Mental Health Alliance for PC Provide general operating 25,000Education and Consultation Inc support200 East Lexington Street Suite 803Baltimore,MD 21202

Blue Water Baltimore 3545 Belair Rd PC Charitable Contribution 1,200Baltimore, MD 21213 through the Matching Gifts

Program

Bread for the City Inc PC Charitable Contribution 481525 7th Street NW through the Matching GiftsWashington, DC 20001 Program

Breast Cancer Research Foundation PC Charitable Contribution 200Inc through the Matching Gifts60 East 56th Street ProgramNewYork,NY 10022

Bryn Mawr College PC Support the Centennial 10,000Graduate School of Social Work and Celebration Luncheon given bySocial Research 300 Airdale Road the Graduate School of SocialBryn Mawr, PA 19010

.

Work and Social Research

Total . . . . . . . . . . . . . . . . . . . .. .

. . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Building Families for Children Inc PC Provide general operating 1,0007161 Columbia Gateway Drive Suite supportAColumbia, MD 21046

Camp Dreamcatcher PC Charitable Contribution 100148 W State St Ste 104 through the Matching GiftsKennett Sq, PA 19348 Program

Camp Pasquaney PC Charitable Contribution 1,0005 South State Street through the Matching GiftsConcord,NH 03301 Program

Campaign for the Fair Sentencing of PC Support the Campaign for the 2,275Youth Fair Sentencing of Youth's1319 F Street NW Suite 303 Healing & Hope ReceptionWashington, DC 20004

Campus Community Partnership PC Provide general operating 25,000Foundation Inc support8343 Roswell Road 341Atlanta,GA 30350

Capital Area Food Bank PC Charitable Contribution 3004900 Puerto Rico Ave NE through the Matching GiftsWashington, DC 20017 Program

Carolina Friends School PC Charitable Contribution 3004809 Friends School Road through the Matching GiftsDurham, NC 27705 Program

Center for Family Representation Inc PC Support to provide "Advocate 1,85040 Worth Street Suite 605 Level" sponsorship of theNewYork,NY 10013 2015 event in New York

Center for Global Policy Solutions PC Support the 2015 Color of 5,0001300 L Street NW Suite 975 Wealth Summit which will beWashington,DC 20005 held April 29-May 1, 2015, in

Washington, DC

Center for Global Policy Solutions PC Provide general operating 25,0001300 L Street NW Suite 975 supportWashington, DC 20005

Center for the Education of the Infant PC Charitable Contribution 200Deaf through the Matching Gifts1035 Grayson St Program

Berkeley,CA 947102642

Center Stage 700 North Calvert St PC Charitable Contribution 2,200Baltimore, MD 21202 through the Matching Gifts

Program

Center Stage Associates Inc PC Support Center Stage's 29th 4,320700 North Calvert Street Annual Gala on April 25,Baltimore,MD 212023686 2015, in Baltimore, MD

Charles Street Development PC Provide General Operating 2,500Corporation Support36 S Charles Street 12th FloorBaltimore,MD 21201

Chesapeake Bay Foundation Inc PC Charitable Contribution 506 Herndon Ave through the Matching GiftsAnnapolis,MD 214034503 Program

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Chesapeake Shakespeare Company PC Charitable Contribution 2007 S Calvert Street through the Matching GiftsBaltimore, MD 21202 Program

Chicago Architecture Foundation PC Charitable Contribution 80224 South Michigan Ave Suite 368 through the Matching GiftsChicago,IL 606042595 Program

Christian Methodist Episcopal PC Charitable Contribution 6,000Church through the Matching Gifts1007 Ellicott St ProgramBuffalo, NY 14209

Civic Works Inc 2701 St Lo Drive PC Charitable Contribution 2,000Baltimore, MD 21213 through the Matching Gifts

Program

Clearwater Initiative Corporation PC Charitable Contribution 210PO Box 1684 through the Matching GiftsNewHaven,CT 06507 Program

College Summit Inc PC Charitable Contribution 1501763 Columbia Road NW through the Matching GiftsWashington, DC 20009 Program

Columbia Bulldog Football Inc PC Charitable Contribution 780PO Box 6413 through the Matching GiftsColumbia, MD 21045 Program

Columbia University Business School PC Charitable Contribution 50Uris Hall Room 828 through the Matching GiftsNewYork,NY 10027 Program

Communications Consortium Media PC Support for communications for 75,000Center Child Welfare Strategy Group1300 I Street NW Suite 400E engagements and initiativesWashington, DC 20005

Community Bicycle Center PC Charitable Contribution 50PO Box 783 through the Matching GiftsBiddeford, ME 04005 Program

Community Foundation of Western PC Charitable Contribution 300Massachusetts through the Matching Gifts1500 Main Street ProgramSpringfield, MA 01115

Congressional Hispanic Caucus PC Provide general operating 20,000Institute Inc support300 M St SE Suite 510Washington, DC 20003

Congressional Management PC Support for Effective Advocacy 10,000Foundation - Conducting Education &710 E Street SE Training on CitizenWashington, DC 20003 Engagement for KIDS COUNT

Grantees

Connecticut Fund for the Environment PC Charitable Contribution 200Inc through the Matching Gifts142 Temple Street ProgramNewHaven,CT 06510

Council on Foundations Inc PC Provide general operating 50,0002121 Crystal Drive Suite 700 supportArlington,VA 22202

.Total . . . . . . . . . .

. .. . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Covenant House 5 Penn Plaza PC Charitable Contribution 400New York, NY 10001 through the Matching Gifts

Program

Cribs for Kids 5450 Second Avenue PC Charitable Contribution 100Pittsburgh, PA 15207 through the Matching Gifts

Program

Crohns & Colitis Foundation of PC Charitable Contribution 1,000America through the Matching GiftsNational Processing Ctr - Matching ProgramGifts PO Box 1245Albert Lea,MN 56007

Cystic Fibrosis Foundation PC Charitable Contribution 900Headquarters through the Matching Gifts6931 Arlington Road Suite 200 ProgramBethesda, M D 20814

Davidson College Box 7174 PC Charitable Contribution 1,000Davidson, NC 28035 through the Matching Gifts

Program

Delaware Community Foundation PC Charitable Contribution 100PO Box 1636 through the Matching GiftsWilmington, DE 19899 Program

Doctors Without Borders USA Inc PC Charitable Contribution 500333 7th Ave FL 2 through the Matching GiftsNewYork,NY 100015004 Program

Echo Hill Campership Fund PC Charitable Contribution 200PO Box 5923 through the Matching GiftsBethesda, MD 208245923 Program

Ellicott City Patriots Inc PC Charitable Contribution 500PO Box 1502 through the Matching GiftsEllicott City, MD 210411502 Program

Feeding America PC Charitable Contribution 24835 East Wacker Drive through the Matching GiftsChicago,IL 60601 Program

Ferguson Municipal Public Library PC Charitable Contribution 100District through the Matching Gifts35 North Florissant Road ProgramFerguson,MO 63135

Fort Foote Baptist Church PC Charitable Contribution 4,0008310 Fort Foote Road through the Matching GiftsFort Washington, MD 20744 Program

Foundation for the National Capital PC Charitable Contribution 500Region through the Matching Gifts1201 15th Street NW ProgramWashington, DC 200052842

FrameWorks Institute PC Support for reframing "Juvenile 30,0001333 H Street NW Suite 700 West Justice Messaging Memo"Washington, DC 20005

Franciscan Center Inc PC Charitable Contribution 2,000101 W 23rd St through the Matching GiftsBaltimore, MD 21218

.

Program

Total . . . . . . . . . . . . . . . . . . . .. .

. . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Frannie Peabody Center Inc PC Charitable Contribution 50030 Danforth St through the Matching GiftsPortland,ME 04101 Program

Free Spirit Media PC Provide general operating 75,0001327 West Washington Boulevard supportSuite 103BChicago,IL 60607

Friends Of Larche Inc PO Box 2359 PC Charitable Contribution 2,000Decatur, GA 30031 through the Matching Gifts

Program

Friends of Patterson Park Inc PC Charitable Contribution 6027 S Patterson Park Ave through the Matching GiftsBaltimore,MD 21231 Program

Fuel Fund of Central MD Inc PC Charitable Contribution 501500 Union Ave through the Matching GiftsBaltimore, MD 21211 Program

Futuro Media Group PC Support for production and 50,000361 W 125th Street 6th Floor promotion of stories related toNew York, NY 10027 Families and Toxic Stress

Gannon University PC Charitable Contribution 100109 University Square through the Matching GiftsErie, PA 16541 Program

George School PMB 4438 PC Charitable Contribution 400Newtown, PA 18940 through the Matching Gifts

Program

Georgetown Day School Inc PC Charitable Contribution 2,0004530 Macarthur Blvd NW through the Matching GiftsWashington, DC 20007 Program

Georgia Justice Project Inc PC Charitable Contribution 300438 Edgewood Avenue Northeast through the Matching GiftsAtlanta,GA 30312 Program

Grants Managers Network Inc PC Support the 10th Annual 3,0001666 K Street NW Suite 440 Grants Managers NetworkWashington, DC 20006 Conference in National Harbor,

Maryland from March 16 - 18,2015

Grants Managers Network Inc PC Provide general operating 50,0001666 K Street NW Suite 440 supportWashington, DC 20006

Greater Mondawmin Coordinating PC Charitable Contribution 2,200Council Inc through the Matching Gifts2401 Liberty Heights Avenue Ste Program1026Baltimore,MD 212158019

Hamilton College PC Charitable Contribution 200198 College Hill Road through the Matching GiftsClinton, NY 13323 Program

Haverford College PC Charitable Contribution 1,000370 Lancaster Avenue through the Matching GiftsHaverford,PA 190411392

.

Program

Total . . . . . . . . . . . . . . . . . . . .. .

. . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Heart Mountain Wyoming Foundation PC Charitable Contribution 2001539 Road 19 through the Matching Gifts

Powell, WY 82435 Program

Heifer International Foundation PC Charitable Contribution 40PO Box 727 through the Matching GiftsLittle Rock,AR 722030727 Program

Helping Up Mission of Baltimore City PC Charitable Contribution 238Inc through the Matching Gifts1029 E Baltimore Street Program

Baltimore,MD 212024705

HISPA National Executive Council PC Support for the Health 9,950Inc Insurance Portability andPO Box 702 Accountability 2015 AnnualPrinceton, NJ 08542 Three Kings Banquet which will

be held January 15 inWoodridge Township, NewJersey

Hispanics in Philanthropy PC Support to provide "AMIGO" 2,445414 13th Street Suite 200 level sponsorship forOakland, CA 94612 Hispanics in Philanthropy's

Annual Gala which will be heldFebruary 27, 2015, in SanFrancisco, CA

Homes for OurTroops Inc PC Charitable Contribution 2006 Main Street through the Matching GiftsTaunton, MA 02780 Program

Homeward Vets Inc PC Charitable Contribution 10527 Gunn Road/PO Box 400 through the Matching GiftsSouthampton, MA 01073 Program

Hope Forward Inc PC Support the Alumni 5,00010 South Street 6th Floor Powerhouse NetworkingBaltimore, MD 21202 Conference which will be held

May 14-15, 2015

Hope House Inc PC Charitable Contribution 600916 Saint A ndrew St through the Matching GiftsNewOrleans,LA 70130 Program

Howard University PC Charitable Contribution 4002244 10th Street NW through the Matching GiftsWashington, DC 20059 Program

Independence Charter School PC Charitable Contribution 6,0001600 Lombard St through the Matching GiftsPhiladelphia, PA 19146 Program

Information for Families Inc PC Charitable Contribution 1,00071 Charles Street through the Matching GiftsNewYork,NY 10014 Program

Institute for Justice and Journalism PC Support the 2014 Institute for 15,0002342 Shattuck Ave 863 Justice and JournalismBerkeley,CA 94704 Immigration in the Heartland

Fellowship

Institute for Justice and Journalism PC Support for three day training 30,0002342 Shattuck Ave 863 program for journalists,Berkeley,CA 94704 building on the success of

Institute for Justice andJournalism's annual fellowshipprogram

Institute for Justice and Journalism PC Support to participate in the 33,5002342 Shattuck Ave 863 KIDS COUNT Data InstituteBerkeley, CA 94704 with data training and mini

Hackathon

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Israel Guide Dog Center For The PC Charitable Contribution 200Blind through the Matching Gifts968 Easton Rd Ste H ProgramWarrington,PA 18976

Jewish Caring Network Gevuras PC Charitable Contribution 864Yarden Inc through the Matching Gifts122 Slade Ave Ste 100a ProgramBaltimore, MD 21208

Job Opportunities Task Force Inc PC Charitable Contribution 1,600217 East Redwood Street through the Matching GiftsBaltimore, MD 21202 Program

Jobs for the Future Inc PC Support the Fifth Annual 12,50088 Broad Street 8th Floor National Fund MeetingBoston, MA 02110

Johns Hopkins University PC Charitable Contribution 503910 Keswick Road through the Matching GiftsBaltimore, MD 21211 Program

Juvenile Law Center PC Provide general operating 100,000The Philadelphia Building 1315 supportWalnut Street - 4th FloorPhiladelphia,PA 19107

Kennesaw State University Research SO I Provide general operating 50,000and Service Foundation support1200 Chastain Road MD 00310Kennesaw,GA 301445591

Kenyon College 209 Chase Avenue PC Charitable Contribution 70Gambier,OH 43022 through the Matching Gifts

Program

KOOP Radio PO Box 2116 PC Charitable Contribution 600Austin,TX 78768 through the Matching Gifts

Program

Latin American Youth Center Inc PC Charitable Contribution 2001419 Columbia Rd NW through the Matching GiftsWashington, DC 20009 Program

Latin American Youth Center Inc PC Support through sponsoring 4,5001419 Columbia Road NW the "Youth Promoter" GalaWashington,DC 20009 2015

Light ofTruth Center Inc PC Charitable Contribution 3503308 Kyle Ct through the Matching GiftsBaltimore,MD 212443620 Program

Lutheran Immigration and Refugee PC Support to sponsor the 2015 5,000Service Migrant and Refugee700 Light Street Leadership Academy Event toBaltimore,MD 21230 be held June 16-18, 2015, in

Washington, DC

Madison Square Bucs Inner City PC Charitable Contribution 100Youth Program Inc through the Matching Gifts6304 Tramore Road ProgramBaltimore,MD 21214

Magnificat Home Inc PC Charitable Contribution 1,000119 Clerk Street through the Matching GiftsJersey City, NJ 073054717 Program

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Make A Wish Foundation ofAmerica PC Charitable Contribution 50PO Box 97104 through the Matching GiftsWashington,DC 200907104 Program

March of Dimes Foundation PC Charitable Contribution 1001133 SW Gage Blvd through the Matching GiftsTopeka, KS 666041760 Program

March On Washington Film Festival PC Charitable Contribution 5001341 G Street NW FLr 5 through the Matching GiftsWashington, DC 20005 Program

Marine Toys forTots Foundation PC Charitable Contribution 20018251 Quantico Gateway Drive through the Matching GiftsTriangle,VA 22172 Program

Martha's Table 2114 14th St PC Charitable Contribution 564Washington, DC 20009 through the Matching Gifts

Program

Maryland Food Bank Inc PC Charitable Contribution 1,5102200 Halethorpe Farms Road through the Matching GiftsBaltimore,MD 21227 Program

Maryland Public Television PC Charitable Contribution 730PO Box 13183 through the Matching GiftsBaltimore,MD 212033183 Program

Maryland SPCA Inc 3300 Falls Rd PC Charitable Contribution 150Baltimore, MD 212112403 through the Matching Gifts

Program

Maryland Special Olympics Inc PC Charitable Contribution 333701 Commerce Drive through the Matching GiftsBaltimore, MD 21227 Program

Massachusetts Institute of PC Charitable Contribution 2,500Technology through the Matching Gifts600 Memorial Dr W98- 2nd Floor ProgramCambridge,MA 021394822

Meals on Wheels of Central MD PC Charitable Contribution 50515 South Haven Street through the Matching GiftsBaltimore, MD 21224 Program

Men Stopping Violence Inc PC Charitable Contribution 4002785 Lawrenceville Hwy Ste112 through the Matching GiftsDecatur,GA 30033 Program

Mercer Street Friends Center PC Charitable Contribution 200151 Mercer Street through the Matching GiftsTrenton, NJ 08611 Program

Mercy Health Foundation Inc PC Charitable Contribution 250301 St Paul Place through the Matching GiftsBaltimore, MD 21202 Program

Miami University 926 Chestnut Lane PC Charitable Contribution 400Oxford,OH 450562480 through the Matching Gifts

Program

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Michael J Fox Foundation for PC Charitable Contribution 1,000Parkinson Research through the Matching GiftsGrand Central Station ProgramNewYork,NY 10163

Miracles Of Mitch Foundation PC Charitable Contribution 2007835 Telegraph Rd through the Matching GiftsBloomington, MN 55438 Program

Mount Washington Elementary PC Charitable Contribution 200School Parent Teacher Organization through the Matching GiftsInc Program1801 Sulgrave AvenueBaltimore,MD 21209

Moveable Feast Inc PO Box 2298 PC Charitable Contribution 700Baltimore, MD 21203 through the Matching Gifts

Program

MPT Foundation Inc PC Support for engaging Public 25,00011767 Owings Mills Boulevard Television around FoundationOwings Mills, MD 21117 Issues

National Alliance for Research on PC Charitable Contribution 200Schizophrenia and Depression Inc through the Matching Gifts90 Park Avenue 16th Floor ProgramNewYork,NY 10016

National Association of Black PC Provide general operating 20,000Journalists support1100 Knight Hall Suite 3100College Park, MD 20742

National Association of Black PC Support the National 31,225Journalists Association of Black1100 Knight Hall Suite 3100 Journalist's 40th AnnualCollege Park, MD 20742 Convention and Career Fair to

be held August 2015 inMinneapolis, Minnesota

National Center for Youth Law PC Charitable Contribution 500405 14th Street 15th Floor through the Matching GiftsOakland,CA 94612 Program

National Newspaper Publishers NC Support to sponsor National 9,940Association Inc Newspaper PublishersThurgood Marshall Building 1816 Association's 75th12th Street NW Anniversary Convention,Washington, DC 20009 Empowering a New Generation

of Leadership

National Skills Coalition PC Charitable Contribution 1001730 Rhode Island Avenue through the Matching GiftsWashington, DC 20036 Program

National Urban Fellows Inc PC Charitable Contribution 3,7001120 Avenue of the Americas through the Matching GiftsNewYork,NY 10036 Program

Native American Journalists PC Provide general operating 10,000Association supportUniversity of Oklahoma GaylordCollege 395 W LindseyNorman,OK 73019

Native Health News Alliance PC Support for news coverage of 10,00017555 George Miller Parkway issues related to child andOmaha, NE 68116 youth welfare and well-being

New Mexico Voices for Children PC Support the 2015 KIDS Count 4,940625 Silver Ave SW Suite 195 Conference "A Two-Albuquerque, NM 87102 Generation Approach to

Success" in Albuquerque onJune 29, 2015

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

North Lawndale Employment Network PC Support for North Lawndale 5,0003726 West Flourney Employment Network's 10th

Chicago,IL 60624 Annual Sweet Beginnings Tea

Northwestern University PC Charitable Contribution 2,0002020 Ridge Ave Room 230 through the Matching GiftsEvanston,IL 602084305 Program

Operation Walk Maryland PC Charitable Contribution 1,40010807 Falls Road 467 through the Matching GiftsBrooklandville,MD 21022 Program

Oregon Health and Science PC Support for social work 60,000University Foundation services that provide1121 SW Salmon Street assessment and support toPortland,OR 97205 patients and families who

receive care at the Casey EyeInstitute

Pan Massachusetts Challenge Trust PC Charitable Contribution 50577 Fourth Ave through the Matching GiftsNeedham, MA 02494 Program

Park School of Baltimore Inc PC Charitable Contribution 2002425 Old Court Road through the Matching GiftsBaltimore, MD 21208 Program

Pathways To Housing DC PC Charitable Contribution 2,000101 Q Street NE through the Matching GiftsWashington, DC 20002 Program

Patrick Allison House PC Charitable Contribution 500210 West Madison Street through the Matching GiftsBaltimore, MD 21201 Program

PBS Foundation 2100 Crystal Dr PC Charitable Contribution 500Arlington,VA 22202 through the Matching Gifts

Program

PFLAG-ColumbiaHoward County PC Charitable Contribution 2,000PO Box 1479 through the Matching GiftsColumbia,MD 21044 Program

Philanthropy New York Inc PC Support the 2015 Asset 9,4001500 Broadway 7th Floor Funders Network's -NewYork,NY 10036 Grantmaker Conference

Integrating Across Sectorswhich will be held April 7ththrough 9th in Dallas

Philanthropy Northwest PC Support the Community 25,0002101 4th Avenue Suite 650 Democracy WorkshopSeattle, WA 98121

Planned Parenthood Federation of PC Charitable Contribution 1,000America through the Matching Gifts434 W 33rd Street ProgramNewYork,NY 10001

Playworks 380 Washington Street PC Charitable Contribution 2,800Oakland, CA 94607 through the Matching Gifts

Program

Playworks Education Energized PC Support the 2015 Playworks 4,7002601 North Howard Street Suite 310 Corporate KickballBaltimore, MD 21218 Tournament Fundraiser

Total . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Punahou School PC Charitable Contribution 4001601 Punahou Street through the Matching GiftsHonolulu, HI 96822 Program

Reach Out and Read 89 South St PC Charitable Contribution 200Boston, MA 02111 through the Matching Gifts

Program

Red Devils Inc PO Box 36291 PC Charitable Contribution 200Towson, MD 21286 through the Matching Gifts

Program

Rockefeller Philanthropy Advisors PC Support for the creation of 200,000Inc Infrastructure for the work of6 West 48th Street 10th Floor the Executive AllianceNewYork,NY 10036

Roland Park Baseball Leagues Inc PC Charitable Contribution 5004612 Roland Ave through the Matching GiftsBaltimore, MD 21210 Program

Rutgers University Foundation PC Charitable Contribution 1,000Winants Hall 7 College Ave through the Matching GiftsNew Brunswick, NJ 089011261 Program

Safe and Sound Baltimore's PC Provide general operating 100,000Campaign for Children and Youth Inc support2 East Read Street 3rd floor

Baltimore,MD 21202

Saint Pauls School for Boys PC Charitable Contribution 80PO Box 8100 through the Matching GiftsBrooklandville,MD 21022 Program

Shriners Hospitals for Children PC Charitable Contribution 502900 N Rocky Point Dr through the Matching GiftsTampa, FL 336071435 Program

Sojourners PC Support to sponsor Sojourners' 2,0003333 14th Street NW Suite 200 2015 Summit in Washington,Washington, DC 20010 DC

Solutions Journalism Network Inc PC Provide general operating 25,00079 Madison Avenue 2nd Floor supportNewYork,NY 10016

Southern Education Foundation Inc PC Charitable Contribution 2,000Institutional Department through the Matching Gifts135 Auburn Avenue NE ProgramAtlanta,GA 30303

Southern Poverty Law Center Inc PC Charitable Contribution 200400 Washington Avenue through the Matching GiftsMontgomery,AL 361044384 Program

Spelman College PC Charitable Contribution 50350 Spelman Lane SW Box 1303 through the Matching GiftsAtlanta,GA 30314 Program

Sponsors for Educational PC Charitable Contribution 2,000Opportunity Inc through the Matching Gifts55 Exchange Place ProgramNew York, NY 100053301

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

St Jude Childrens Research Hospital PC Charitable Contribution 730501 St Jude Place through the Matching GiftsMemphis,TN 38105 Program

St Martins Home for the Aged Little PC Charitable Contribution 100Sisters of the Poor Baltimore Inc through the Matching Gifts601 Maiden Choice Ln ProgramBaltimore,MD 212283630

St Hope Academy PC Provide general operating 10,0004104 Martin Luther Kings Jr Blvd supportSacramento,CA 95820

Stewards ofChange Institute Inc PC Provide general operating 20,000100 Centershore Road supportCenterport,NY 11721

Support Us Armed Forces PC Charitable Contribution 4009660 Falls of Neuse Rd Suite through the Matching Gifts138-297 ProgramRaleigh, NC 27615

Survival Centers Inc PO Box 9629 PC Charitable Contribution 105Amherst, MA 01059 through the Matching Gifts

Program

TASK PO Box 872 PC Charitable Contribution 200Trenton, NJ 08605 through the Matching Gifts

Program

Talmudical Academy Of Baltimore PC Charitable Contribution 4,693Inc through the Matching Gifts4445 Old Court Road ProgramBaltimore,MD 212082736

Temple University PC Charitable Contribution 2201825 N 10th Street through the Matching GiftsPhiladelphia,PA 191226027 Program

Texas Tribune Inc PC Provide general operating 20,000823 Congress Ave Suite 1400 supportAustin,TX 78701

The Against Malaria Foundation PC Charitable Contribution 90310 W 20th St Ste 300 through the Matching GiftsKansas City,MO 64108 Program

The Aspen Institute Inc PC Support to make the most of 40,000477 Madison Avenue Suite 730 the connections andNew York, NY 10022 momentum generated at the

December 2014 roundtable

The Carter Center One Copenhill PC Charitable Contribution 100Atlanta,GA 30307 through the Matching Gifts

Program

The Centerfor Public Integrity PC Support to produce and widely 20,000910 17th Street NW 7th Floor disseminate investigativeWashington, DC 20006 reporting and compelling

visualizations on juvenilejustice issues such as policeand juveniles, and schooldiscipline

The Center for Working Families Inc PC Support the Center for Working 4,964477 Windsor Street Suite 101 Families' annual breakfast -Atlanta,GA 30312 Time to make the Doughnuts"

which will be held March 19,2014, at the Commerce Clubin Atlanta, GA

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

The Communications Network Inc PC Support the 2015 Annual 3,750718 Seventh Street NW Second Floor Conference, "Making IdeasWashington, DC 20001 Move"

The Communications Network Inc PC Provide general operating 10,000718 Seventh Street NW Second Floor supportWashington,DC 20001

The Henry J Kaiser Family Foundation PC Support for extending Kaiser 25,0002400 Sand Hill Road Health News' Poverty and

Menlo Park,CA 94025 Poor Health Reporting Projectto East Baltimore

The John Archer School PC Charitable Contribution 1,500100 Thomas Run Road through the Matching GiftsBelAir,MD 21015 Program

The Leukemia & Lymphoma Society PC Charitable Contribution 150Maryland Chapter through the Matching Gifts100 Painters Mill Road ProgramOwings Mills,MD 21117

The Marshall Project Inc PC Provide general operating 25,000250 W 57th St Ste 2514 supportNewYork,NY 10107

The National Cancer Coalition Inc PC Charitable Contribution 50650 Poydras Street Suite 1400 through the Matching GiftsNewOrleans,LA 70130 Program

The National Lesbian and Gay PC Support for the DC Journalism 1,000Journalists Association Job Fair hosted by Georgetown2120 L Street NW Suite 850 University's Masters inWashington, DC 20037 Journalism Program which will

take place March 21, 2015, inWashington, DC

The New Press PC Support to develop a book 50,000120 Wall Street 31st Floor focused on disconnectedNew York, NY 10005 youth (ages 16-24) ofall

racial and culturalbackgrounds

The Scleroderma Foundation PC Charitable Contribution 500300 Rosewood Drive through the Matching GiftsDanvers, MA 01923 Program

The Trevor Project PC Provide general operating 25,0008704 Santa Monica Blvd Suite 200 supportWest Hollywood,CA 90069

Treatment Advocacy Center PC Charitable Contribution 200200 North Glebe Road through the Matching GiftsArlington,VA 22203 Program

Trustees of Princeton University PC Charitable Contribution 200330 Alexander Street 2nd Floor through the Matching GiftsPrinceton, NJ 085435357 Program

Trustees of the University of PC Charitable Contribution 767Pennsylvania through the Matching Gifts433 Franklin Building ProgramPhiladelphia,PA 191046205

United States Holocaust Memorial PC Charitable Contribution 100Council through the Matching Gifts100 Raoul Wallenberg Place SW ProgramWashington, DC 200242150

. .Total . . . . . . . . . .

. .. . . . . . . . . . . . ► 3a

.. . . . . . . .

.100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

University of Baltimore Educational PC Charitable Contribution 200Foundation Inc through the Matching Gifts1130 North Charles St ProgramBaltimore,MD 21201

University of Buffalo Foundation Inc PC Charitable Contribution 60PO Box 900 through the Matching GiftsBuffalo, NY 142260900 Program

University of Georgia Foundation PC Support for the Covering 8,000Institute of Higher Education Meigs Poverty newsletterHallAthens,GA 306026772

University of Hawaii Foundation PC Charitable Contribution 100PO Box 11270 through the Matching GiftsHonolulu, HI 968280270 Program

University of New Hampshire PC SUPPORTTHE2015 5,000Sponsored Programs FINANCIAL INNOVATIONSCarsey School of Public Policy ROUNDTABLE EVENT TO BEHuddleston Hall HELD MARCH 19-20 INDurham,NH 038243532 WASHINGTON, DC

University of Southern California PC Support for promoting 124,672Office of Research 3720 S Flower Journalism on Child Well-BeingStreet Third Floor Through Fellowship focused onLos Angeles, CA 900890706 producing impactful journalism

on vulnerable children and thecommunity conditions thatcontribute to their well-being

Washington Area Women's PC Charitable Contribution 100Foundation - African American through the Matching GiftsWomens Giving Circle Program1331 H Street NWWashington, DC 20005

Washington College PC Charitable Contribution 1,000300 Washington Ave through the Matching GiftsChestertown,MD 21620 Program

Western Pennsylvania Conservancy PC Charitable Contribution 100800 Waterfront Drive through the Matching GiftsPittsburgh, PA 15222 Program

WETA TV 26 - Radio FM91 PC Charitable Contribution 70P 0 Box 96100 through the Matching GiftsWashington, DC 20090 Program

WHYY Inc 150 North Sixth Street PC Charitable Contribution 200Philadelphia, PA 19106 through the Matching Gifts

Program

Wide Angle Youth Media PC Charitable Contribution 1,2002601 N Howard Street through the Matching GiftsBaltimore, MD 21218 Program

Wide Angle Youth Media PC Support to create an edited 11,5082601 N Howard Street Suite 160 version of the full-length video,Baltimore, MD 21218 Every Kid Needs a Family

Wise Individualized Senior PC Charitable Contribution 200Experience Inc through the Matching GiftsPO Box 434 ProgramPoughquag,NY 12570

World Wildlife Fund Inc PC Charitable Contribution 4001250 24th Street NW through the Matching GiftsWashington, DC 20037 Program

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Wounded Warrior Project Inc PC Charitable Contribution 1004899 Belfort Road through the Matching GiftsJacksonville, FL 32256 Program

Xavier High School PC Charitable Contribution 60030 West 16th Street through the Matching GiftsNewYork,NY 100116302 Program

YMCA of Central Maryland Inc PC Support the 2015 Annual 4,610303 West Chesapeake Avenue Thanksgiving Morning TurkeyTowson, MD 21204 Trot Charity Run to be held

November 26, 2015

Young Audiences Of Maryland Inc PC Charitable Contribution 3,1002600 North Howard Street Suite through the Matching Gifts1300 ProgramBaltimore,MD 21218

Your Public Radio Corporation PC Charitable Contribution 2,5402216 North Charles St through the Matching GiftsBaltimore, MD 21218 Program

YWCA National Capital Area PC Charitable Contribution 2,0002303 14th Street NW through the Matching GiftsWashington, DC 20009 Program

Achievemission Inc PC Support VP of Talent on 25,00080 Berkeley Street Demand's work with The ForumNewton, MA 02465 for Youth Investment

Alliance for Strong Families and PC Support the Alliance for Strong 9,000Communities Inc Families and Communities'11700 West Lake Park Drive National Conference OctoberMilwaukee, WI 532243099 14-16, 2015

Associated Black Charities Inc PC Support "The Time Is Now" 15,0001114 Cathedral Street Public Education Campaign, aBaltimore, MD 21201 Project of the Baltimore Aspen

Workgroup on Racial Equityand the Future of the BaltimoreRegion

Baltimore City Department of Social GOV Support leadership 47,400Services development at Baltimore City1910 N Broadway Street Department of Social ServicesBaltimore,MD 21213

Baltimore Community Foundation Inc PC Support to assist in the 182,4632 East Read Street 9th Floor management and support of

Baltimore, MD 21202 leadership developmentprograms

Baltimore Community Foundation Inc PC Support the development and 674,0892 East Read Street 9th Floor implementation of the

Baltimore, MD 21202 Foundation's newest ResultsBased Leadership Programsthat are now being plannedand/or launched in 2014 andinto 2015

BoardSource PC Support for capacity building 57,460750 9th Street NW Suite 650 resources and tools for boardWashington, DC 200014793 management and engagement

for grantees

Brandeis University PC Provide general operating 5,000Institute on Assets and Social supportPolicy The Heller School Brandeis UWaltham, MA 024532728

Building Changes PC Support for Advance Building 140,3001200 12th Ave South Suite 1200 Changes' Results BasedSeattle, WA 98144 Leadership work

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Center for Social Inclusion Inc PC Support racial equity technical 125,950150 Broadway Suite 303 assistance and supportNewYork,NY 10038

Center for the Study of Social Policy PC Support the Tom Joe Public 75,0001575 Eye Street NW Suite 500 Policy Fellowship ProgramWashington, DC 20005

City Neighbors Foundation PC Support the Early Childhood 30,0004301 Raspe Avenue Fab Lab/Maker Space designBaltimore, MD 21206 and implementation

Civic Works Inc 2701 Saint Lo Drive PC Provide general operating 2,500Baltimore, MD 21213 support

Coaching Corps PC Support the inaugural 10,000310 Eighth Street Suite 300 Coaching Corps GameOakland, CA 94607 Changer Awards

Community Indicators Consortium PC Support the Community 10,000PO Box 260 Indicators Consortium's 2015Issaquah, WA 98027 Impact Summit

Community Partners PC Support for Building Tools to 50,0001000 N Alameda Street Suite 240 Expand PhilanthropicLos Angeles, MD 90012 Investment in a Diverse Social

Sector Workforce

CompassPoint Nonprofit Services PC Support to provide succession 75,000500 12th Street Suite 320 planning and executiveOakland,CA 94607 transition services to

Foundation mission criticalgrantees

Demos A Network for Ideas and PC Support to collect and 60,000Action Ltd distribute information that will220 Fifth Avenue Second Floor advance the understanding ofNew York, NY 10001 the barriers facing leaders of

color in the social sector

Forever Family Inc PC Support for the Young 30,000387 Joseph E Lowery Boulevard 2nd Entrepreneur ProjectFloor Suite AAtlanta,GA 30310

Gamaliel Foundation PC Support Hear Our New Leaders 50,000221 North LaSalle Suite 1320 2 Gamaliel's School-to-JobsChicago,IL 60601 Pipeline

Georgia Advancing Communities PC Support the Southeast Housing 28,500Together Inc and Neighborhood250 Georgia Avenue SE Suite 250 Revitalization Peer LeadershipAtlanta, GA 30312 and Learning Network

Grantmakers for Effective PC Support grantee capacity 15,000Organizations building and learning1725 DeSales Street NW Suite 404 professional developmentWashington, DC 20036

Grassroots Institute for Fundraising PC Provide general operating 10,000Training support1904 Franklin Street Suite 705Oakland,CA 94612

Innovation Network Inc PC Support policy professional 6,0001625 K Street NW Suite 1050 development through theWashington, DC 20006 Center for Evaluation

Innovation

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Interaction Institute PC Support for the co-design and 15,04070 Fargo Street Suite 908 delivery of the CommunityBoston, MA 02210 Development Financial

Institution LeadershipLearning Network Seminar 1

JustPartners Inc PC Support to deliver an 10,4001701 St Paul Street interactive training for theBaltimore, MD 21202 Applied Leadership Network

JustPartners Inc PC Support to provide Race, 250,0001701 St Paul Street Equity and Inclusion training,Baltimore, MD 21202 technical assistance and

coaching

KnowledgeWorks Foundation dba PC Support Strive Together to 350,000StriveTogether build a network ofCradle toOne West Fourth Street Suite 200 Career CommunitiesCincinnati,OH 45202

Koreatown Youth and Community PC Support the Los Angeles Free 30,000Center Inc Income Tax Project3727 West 6th Street Suite 300Los Angeles,CA 90020

Living Classrooms Foundation PC Provide general operating 2,5001417 Thames Street supportBaltimore,MD 212313311

Living Classrooms Foundation PC Support the 2015 Living 2,9001417 Thames Street Classrooms' Maritime MagicBaltimore, MD 212313311 Fundraiser

Management Leadership for PC Support for the Multiplier 25,000Tomorrow Effect Project5335 Wisconsin Avenue NW Suite805Washington,DC 20015

Management Leadership for PC Support to build a national 125,000Tomorrow talent pipeline for the social5335 Wisconsin Avenue NW Suite sector805Washington,DC 20015

Maryland New Directions Inc PC Provide general operating 2,5002700 N Charles Street Ste 200 supportBaltimore,MD 21218

National Civic League of Colorado PC Support the 2015 All-America 5,000Inc City Awards - spotlighting6000 East Evans Avenue 3-012 communities engaging andDenver, CO 80222 supporting vulnerable boys

and young men

National Equity Project PC Support for the Youth 10,0001720 Broadway 4th Floor Opportunity Racial EquityOakland,CA 94612 Design Lab

National Urban Fellows Inc PC Support the Fellowship 280,0001120 Avenue of the Americas 4th Program for the NationalFloor Urban Fellows, IncNewYork,NY 10036

New Leaders PC Support to sponsor the New 5,0001500 Union Avenue Suite 1400 Leaders Principal PartnerBaltimore, MD 21211 Program event

North Dakota Women's Network PC Support Unplanned 20,0001120 College Drive Suite 100 Transitions LeadershipBismarck,ND 58503 Lessons for Moving Forward

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Open Hand Atlanta Inc PC Provide general operating 2,500181 Armour Drive NE supportAtlanta,GA 30324

PACE Center for Girls PC Support for Girls Program 29,988One West Adams Street Suite 301 Director FellowshipJacksonville, FL 32202

Parks & People Foundation Inc PC Provide general operating 2,500800 Wyman Park Drive Suite 10 supportBaltimore,MD 21211

Partnership for Southern Equity PC Support the development of 25,000925B Peachtree Street 462 race and civic engagementAtlanta,GA 303093918 strategies in Atlanta Civic Site

(NPU-V)

Partnership for Southern Equity PC Support Opportunity Deferred 40,000925B Peachtree Street 462 The History and Necessity ofAtlanta,GA 303093918 Race and Transportation in

Metro Atlanta

Paul's Place Inc 1118 Ward Street PC Provide general operating 2,500Baltimore,MD 21230 support

Points of Light Foundation PC Support the 2015 Social 25,000600 Means Street Suite 210 Sector Talent PipelinesAtlanta,GA 30318 Strategy and Learning Lab -

AmeriCorps Alums

PolicyLink PC Support refining the Race, 187,0001438 Webster Street Suite 303 Equity and Inclusion strategicOakland,CA 94612 framework

Presidio Trust PC Support to launch Leaderosity, 50,000103 Montgomery Street an online Talent andSan Francisco,CA 94129 Leadership Platform

Prolnspire PC Support to expand capacity to 75,0001305 North Taylor Street Suite 100 integrate Results-BasedArlington,VA 22201 Leadership into Prolnspire's

culture and across itsprograms

Public Allies Inc PC Support to strengthen Public 105,000735 N Water Street Suite 550 Allies' results frame andMilwaukee, WI 53202 Alumni Network infrastructure

Race Forward PC Support for the development of 25,000900 Alice Street Ste 400 Race, Equity and InclusionOakland,CA 94607 tramings and tools

Reading Partners PC Provide general operating 2,500106 Linden Street Suite 202 supportOakland,CA 94607

Rockefeller Philanthropy Advisors PC Support for the D5 Coalition 50,000Inc6 West 48th Street 10th FloorNewYork,NY 10036

Sargent Shriver National Center on PC Support the Racial Justice 50,000Poverty Law Inc Training Institute50 East Washington Street Suite500Chicago,IL 60602

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Sault Ste Marie Tribe of Chippewa GOV Support to review, assess and 30,000Indians adapt an existing toolkit to523 Ashmun Street assist the Consumer FinancialSault Ste Marie, MI 49783 Protection Bureau to effectively

work with Indian Tribes

St Vincent de Paul Society of PC Provide general operating 2,500Baltimore support2305 N Charles Street Suite 300Baltimore,MD 21218

Strong City Baltimore Inc PC Provide general operating 2,5003503 North Charles Street supportBaltimore,MD 21218

Strong City Baltimore Inc PC Support to the Young Nonprofit 11,0003503 North Charles Street Professionals NetworkBaltimore, MD 21218 Baltimore

Teach for America Inc PC Support to develop Teach for 25,0002601 N Howard Street Suite 300 America's Latino LeadershipBaltimore, MD 21218 Pipeline

Tench Tilghman ElementaryMiddle GOV Provide general operating 2,500School support600 North Patterson Park AvenueBaltimore,MD 21205

The Maryland Book Bank PC Provide general operating 2,500PO Box 41551 supportBaltimore,MD 21203

The Regents of the University of PC Support dialogues on Othering 25,000California Berkeley and Belongs, Race and theSponsored Projects Office Universit Wealth Gap and Creatingof California Berkeley 2150 Shattu Strategies to Promote EquityBerkeley,CA 947045940 and Inclusion

The Tides Foundation PC Support the Institute of 30,000PO BOX 29903 use for USPS only Medicine/Campaign forGrade-San Francisco,CA 94129 Level Reading Supporting the

Parents of Young Children

Tides Center PO Box 29907 PC Support to Facilitate Social 23,429San Francisco,CA 941290907 Sector Talent Pipelines Focus

Groups

Tides Center PO Box 29907 PC Support the 2015 Emerging 25,000San Francisco,CA 941290907 Practitioners in Philanthropy

National Conference

Tides Center PO Box 29907 PC Support Philanthropic Initiative 75,000San Francisco,CA 941290907 for Racial Equity to facilitate a

mix of field-led and peerlearning opportunities toadvance philanthropic efforts toaddress structural racializationand increase grant funds toadvance racial equity

Tides Center PC Support "A Window of 125,000568 Broadway Suite 700 Opportunity Building SupportNew York, NY 10012 for Addressing Poverty and

Racial Inequality ThroughCommunications and Culture"

Vermont Community Foundation PC Provide general operating 25,0003 Court Street supportMiddlebury,VT 05753

W Haywood Burns Institute PC Support technical assistance 75,000475 14th Street Suite 800 on Racial and EthnicOakland,CA 94612 Disparities for KIDS COUNT

grantees

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Wisconsin Council on Children and PC Support the Racial Disparity 200,000Families Inc Reduction Project555 West Washington Avenue Suite200Madison, WI 53703

Young Nonprofit Professionals PC Support the development for 30,000Network Young Nonprofit Professionals244 Fifth Avenue Suite L200 Network National Database andNew York, NY 10001 Membership Survey

Bethune-Cookman University PC Support Florida's Historically 60,000640 Dr Mary Mcleod Bethune Blvd Black Colleges andDaytona Beach, FL 321143012 Universities Expanding the

Bench Project to identify,recruit, educate and trainstudents, faculty and humanservice/educationprofessionals on performancemeasurement and managementprinciples

Board of Regents of the University of GOV Support analysis of data, 50,000Wisconsin System enabling understanding of theResearch and Sponsored Programs determinants of the educational21 performance of children in low

N Park Street income families and the role ofMadison, WI 537151218 means-tested benefits on

educational performance

Board of Regents of the University of GOV Support to develop a core 7,500Wisconsin System on behalf of course for scholar applicants inUnivers conjunction with the ExpandingApplied Research Center 802 South the Bench Advisory CommitteeBroadway StreetMenomonie, WI 54751

Case Western Reserve University PC Support to fund Research 15,000Office of Research Administration Advisory Services related to10900 Euclid Avenue data development and policyCleveland,OH 441067037 research

Case Western Reserve University PC Support to fund research that 25,000Office of Research Administration will generate actionable10900 Euclid Avenue knowledge of the populationsCleveland, OH 441067037 and mechanisms that connect

children in the juvenile justicesystem with the Department ofChild and Family Services inorder to improve interventionsand outcomes for children

Center for the Study of Social Policy PC Support Research Evaluation 88,0001575 Eye Street NW Suite 500 and Learning in itsWashington, DC 20005 development and facilitation of

a national two-generationevaluation Advisory Group

Chapin Hall Center for Children PC Support for the Center for State 50,0001313 East 60th Street Foster Care and Adoption DataChicago, IL 606372830

Chapin Hall Center for Children PC Support to assess the extent to 59,5891313 East 60th Street which the Elev8 BaltimoreChicago,IL 606372830 community schools initiative

has had a causal impact onstudent academic outcomes

Child Trends Inc PC Support the documentation and 43,2507315 Wisconsin Avenue Suite assessment of the1200W implementation ofa reformBethesda, M D 20814 juvenile justice curriculum by a

consortium of four FloridaHistorically Black Colleges andU niversities

Child Trends Inc PC Support for the Implementation 50,0007315 Wisconsin Avenue Suite Review of A Second Chance1200W Inc 's Kinship CaresBethesda,MD 20814 Curriculum

Child Trends Inc PC Support to assess a teen 50,0007315 Wisconsin Avenue Suite diversion program (Teen1200W Placement Prevention) modelBethesda, M D 20814 to determine whether a rigorous

evaluation is feasible

Child Trends Inc PC Support for the Child Welfare 66,0007315 Wisconsin Avenue Suite Financing Survey1200WBethesda, M D 20814

Child Trends Inc PC Support implementation and 120,0007315 Wisconsin Avenue Suite management of the State-level1200W Integrated Data System ChildBethesda,MD 20814 Advocacy Research

.

Demonstration Project

Total . . . . . . . . . . . . . . . . . . . . . . . . .. .

. . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Communications Consortium Media PC Support to fund the activities of 50,000Center the Census Project to improve1300 I Street NW Suite 400E and expand the AmericanWashington, DC 20005 Community Survey and Census

2020 Planning andImplementation

Council of State Governments PC Support conceptual 70,00022 Cortlandt Street Floor 22 development and initiate dataNew York, NY 10007 collection and data analyses

for a study of Juvenile probationcommunity supervisionoutcomes in Texas

Data Quality Campaign SO I Support to promote state-level 75,0001341 G Street NW Suite 700 policy and regulatory reformWashington, DC 20005 that supports development and

utilization of Integrated DataSystems

DC Children and Youth Investment PC Support the participation ofa 5,000Trust Corporation 10-member delegation1400 16th Street NW Suite 500 representing Washington, D CWashington, DC 20036 at the 2015 A Gathering Of

Leaders conference

Equal Measure PC Support a third party evaluation 75,0001528 Walnut Street Suite 805 of the Boys and Young Men ofPhiladelphia, PA 19102 Color Research and Evaluation

Collaborative

Garrett County Maryland Community PC Support to gain understanding 12,500Action Committee Inc of the content and104 East Center Street technological needs and

Oakland,MD 21550 challenges hindering TwoGeneration partners' efforts toshare data

Grantmakers for Effective PC Support The Learning 24,300Organizations Conference, June 10-11,1725 DeSales Street NW Suite 404 2015, in Boston,Washington, DC 20036 Massachusetts

Helping Up Mission PC Provide general operating 5001029 East Baltimore Street supportBaltimore,MD 212024790

Innovation Network Inc PC Support for results and 175,0001625 K Street NW Suite 1050 performance measurementWashington, DC 20006 capacity building

Johns Hopkins University PC Support to learn how young 75,908Business and Research Administratio people, police officers, and3400 N Charles Street Suite 225 store owners understand theBaltimore,MD 212182685 events surrounding the death of

Freddie Gray and the role of thecriminal justice system in highpoverty neighborhoods

Morgan State University Foundation PC Support to build the capacity of 140,000Inc social work students, faculty1700 East Coldspring Lane Truth and mid-level professionals ofHall 208 color as experts in theBaltimore, MD 21251 utilization of the Results

Accountability approach toimprove the quality of life ofurban residents andcommunities

National Juvenile Defender Center PC Support development and 25,0001350 Connecticut Avenue NW Suite refinement of an instrument to304 establish National IndicatorsWashington, DC 20036 for Juvenile Defense and build

consensus across the fields ofjuvenile defense and juvenilejustice for implementation

National Opinion Research Center PC Support utilization of the 50,000Attention Cathy Haggerty 55 East Making Connections Cross-Monroe Street site Survey database for policyChicago,IL 60603 research on Casey target

populations and issues

Pennsylvania State University GOV Support to provide feedback 200,000Office of Sponsored Programs 110 that can be used to refine theTechnology Center Building Evidence2Success model byUniversity Park, PA 168027000 way of documenting

Evidence2Success projectactivities and changes inoutputs

Research for Action PC Support for Baltimore Elev8 24,000100 South Broad Street Suite 700 student survey administrationPhiladelphia, PA 191101019 and data merge with local

Carson Research Consultingdata

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Research Foundation of the City PC Support conference to increase 45,000University of New York pipeline of underrepresented524 West 59th Street c/o John Jay scholars and researchersCollege of Criminal JusticeNewYork,NY 10019

Rockefeller Philanthropy Advisors PC Support for Working Families 200,000Inc Success Network Community6 West 48th Street 10th Floor College Expansion PilotNewYork,NY 10036

Sisters of the Academy Institute PC Support to provide training and 50,0001114 W Call St PO Box 3064452 technical assistance for socialTallahassee, FL 32301 science and education faculty

and education and humanservice professionals of color

Spelman College PC Support the Lesbian, Gay, 10,000350 Spelman Lane SW Box 115 Box Bisexual, Transgender and334 Queer Historically BlackAtlanta,GA 303144399 Colleges and Universities

Initiative

The Board ofTrustees of the PC Support for the planning and 20,000University ofIllinois-Champaign implementation of the CenterOffice of Sponsored Programs and for Culturally ResponsiveResearch Administration 1901 S Firs Evaluation and Assessment'sChampaign,IL 618207406 2016 Third International

Conference to be held inChicago, Illinois April 2016

The General Hospital Corporation PC Support to implement a 20,00055 Fruit Street Harvard/Brandeis training forBoston, MA 022142696 scholars of color conducting

disparities research in humanservices including childwelfare, juvenile justice andemployment issues

The Regents of the University of GOV Support for the Organizational 125,000Colorado Network Evaluation for theUCD Grants and Contracts Mail Stop Baltimore IntegrationF428 Anschutz Medical Campus PartnershipBldg 5Aurora,CO 80045

The Regents of the University of GOV Support for planning and initial 150,000Colorado implementation for anUCD Grants and Contracts Mail Stop Organizational NetworkF428 Anschutz Medical Campus Evaluation of the KIDS COUNTBldg 5 Grantee NetworkAurora,CO 80045

The University ofChicago PC Support the ongoing work of the 25,0005801 S Ellis Avenue Edelstone California Youth Transitions toBuilding 114 Adulthood Study, theChicago, IL 60637 evaluation of the impact of

California's FosteringConnections to Success Acton outcomes for youth in fostercare

The Urban Institute PC Support to collect and analyze 75,0002100 M Street NW 5th Floor neighborhood investment flowsWashington, DC 20037 to better assess and

understand market dynamics inEast Baltimore

The Urban Institute PC Support a policy brief and 79,9822100 M Street NW 5th Floor roundtable on the topic ofWashington, DC 20037 residential mobility and

neighborhood change

The Urban Institute PC Support the creating new 80,0002100 M Street NW 5th Floor audiences projectWashington, DC 20037

The Urban Institute PC Support for the operations and 200,0002100 M Street NW 5th Floor integrated data systemsWashington, DC 20037 project of the National

Neighborhood IndicatorsPartnership

The Urban Institute PC Support the evaluation ofthe 426,0002100 M Street NW 5th Floor Family Centered CommunityWashington, DC 20037 Change Two-Generation

Programs

The Urban Institute PC Support the evaluation of the 559,8422100 M Street NW 5th Floor Juvenile Justice DetentionWashington, DC 20037 Alternatives Local Deep End

work

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Tides Center PO Box 29907 PC Support to provide evaluation 46,200San Francisco,CA 941290907 planning for evidence based

probation programs in selectedsites

Tides Center PO Box 29907 PC Support the Joint Affinity 75,000San Francisco,CA 941290907 Groups and address how the

Executive Alliance Life CourseFramework applies to thespecific needs of Black, Latino,Asian and Pacific Islander,Native and Gay, Bi-and Trans(of color) men and boys

Tides Center PO Box 29907 PC SUPPORT DEVELOPMENT 75,000San Francisco,CA 941290907 AND UTILIZATION OF

INTEGRATED DATASYSTEMS

Tides Center PO Box 29907 PC Support field building through 168,401San Francisco,CA 941290907 research, evaluation,

knowledge development andtechnical assistance

Tides Center PO Box 29907 PC Support to assist with 261,000San Francisco,CA 941290907 Leadership Development

Evaluation and BaltimoreCommunity-Based Research

University of Delaware PC Support to implement and 50,000Center for Community Research evaluate a pilot projectService 298 K Graham Hall integrating the stand By MeNewark, DE 19716 program into a parenting

intervention serving familieswith low-incomes

University of Maryland Baltimore GOV Support to evaluate the stand 27,887Sponsored Programs Administrative By Me Financial Empowerment620 West Lexington Street 4th Floor Program with parents in HeadBaltimore, MD 21201 Start and other child-care

centers in Delaware

University of Maryland Baltimore GOV Support the further 59,947Sponsored Programs Administrative development of the Maryland620 West Lexington Street 4th Floor LINKS integrated data systemBaltimore,MD 21201

University of Maryland Baltimore GOV Support to further develop the 59,961Sponsored Programs Administrative performance management620 West Lexington Street 4th Floor capacity of employed humanBaltimore, MD 21201 service professionals of color,

including Field EducationInstructors and graduatestudents through education andcoaching

University of Washington GOV Support data collection, 428,921Division of Public Behavioral processing, analysis andHealth Justice Policy 2815 Eastlake reporting in newSeattle, WA 98102 Evidence2Success sites

Aeris 400 Market Street Suite 600 PC Support for the Increased 75,000Philadelphia, PA 19106 Adoption of the Aeris Cloud by

reporting communitydevelopment financialinstitutions and investors

Boston Community Capital Inc PC Support for the Stabilizing 50,00010 Malcolm X Boulevard Urban Neighborhoods InitiativeBoston, MA 02119

Coastal Enterprises Inc PC Support for Coastal 75,000PO Box 268 36 Water St Enterprises, Inc's executiveWiscasset,ME 04578 transition

Liftfund Inc 2007 W Martin Street PC Support cost and impact 50,000San Antonio,TX 78207 analysis work to better

understand Liftfund's impactand efficiencies

Mission Investors Exchange PC Support the Mission Investors 70,0001133 Avenue of the Americas Exchange outreach withNew York, NY 10036 information dissemination,

convening, training andcollaboration efforts

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, Foundation Purpose of grant or Amountshow any relationship to status of contribution

Name and address (home or any foundation manager recipientbusiness) or substantial contributor

a Paid during the year

Northern California Community Loan PC Support the Impact Rating 70,000Fund System Development870 Market Street Suite 677San Francisco,CA 94102

Opportunity Finance Network PC Support the building of 100,000620 Chestnut Street Suite 572 Community DevelopmentPhiladelphia, PA 19106 Financial Institution capacity

in Baltimore

Pacific Community Ventures PC Support the evaluation of 27,05851 Federal Street Suite 100 Invest Northwest communitySan Francisco,CA 94107 outcomes and Baltimore Fund

research

Pacific Community Ventures PC Support for report on Insights 40,00051 Federal Street Suite 100 and Lessons Learned from theSan Francisco,CA 94107 Social Investments Evaluation

Philanthropy Northwest PC Provide general operating 40,0002101 4th Avenue Suite 650 supportSeattle, WA 98121

Rockefeller Philanthropy Advisors PC Support for the Global Impact 20,000Inc Investing Network Investors'6 West 48th Street 10th Floor CouncilNewYork,NY 10036

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► 3a 100,939,663

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Accounting Fees Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Category Amount Net InvestmentIncome

Adjusted NetIncome

Disbursements forCharitablePurposes

AUDIT 175,229 0 0 175,229

TEMPORARY STAFF 163,342 0 0 163,342

BANK FEES 53,230 0 0 53,230

ACCOUNTING & DATAPROCESSING

571,675 530,000 0 41,675

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 All Other Program Related Investments Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Category Amount

Goodwill Mission and Job Creation Services, Inc. 1,133,333

Self-help Ventures Fund 1,000,000

Tides Foundation 925,000

Living Cities Blended Catalyst Fund LLC 500,000

BRIDGES VENTURES U.S. SUSTAINABLE GROWTH FUND, LP 467,774

Real Estate Alliance Partners Group LLC 412,354

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Applied to Prior Year Election

Name : Annie E Casey Foundation

EIN: 52-1951681

Election : PART XIII - LINE 7THE FOUNDATION ELECTS UNDER REGULATIONSSECTION 53.4942(A)-3(C)(2)(IV) TO TREAT $1,191,612 OF THEEXCESS DISTRIBUTIONS FROM 2009 AS A CURRENT DISTRIBUTIONOUT OF CORPUS TO SATISFY THE QUALIFYING DISTRIBUTIONREQUIREMENTS IMPOSED BY SECTIONS 4942(G)(3) AND 170(B)(1).SUCH DISTRIBUTION WAS TREATED UNDER REGULATIONS SECTION53.4942(A)-3(D)(1)(iii) AS A DISTRIBUTION OUT OF CORPUS INPRIOR TAXABLE YEAR 2009. PATRICK MCCARTHY, TRUSTEE, ASST.TREASURER & ASST. SECRETARY, 10/19/15

lefile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

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

TY 2015 Depreciation Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Description of Date Cost or Other Prior Years' Computation Method Rate / Current Year's Net Investment Adjusted Net Cost of GoodsProperty Acquired Basis Depreciation Life (# of years ) Depreciation Income Income Sold Not

Expense Included

LAND 2009-06-30 921,801 0 % 0 0 0

BUILDING AND 2009-06-30 25,572,811 16,286,499 0 % 1,033,887 0 1,033,887BUILDINGIMPROVEMENTS

FURNITURE AND 2009-06-30 9,801,445 7,451,499 0 0/ 892,602 0 892,602EQUIPMENT

LEASEHOLD 2009-06-30 209,222 9,398 0 0/ 28,920 0 28,920IMPROVEMENTS

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Distribution from Corpus Election

Name : Annie E Casey Foundation

EIN: 52-1951681

Election : PATRICK MCCARTHY, TRUSTEE, ASST. TREASURER & ASST.SECRETARY, 10/28/13 PART XIII - LINE 7THE FOUNDATIONELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV) TOTREAT $163,157 OF THE EXCESS DISTRIBUTIONS FROM 2008 AS ACURRENT DISTRIBUTION OUT OF CORPUS TO SATISFY THEQUALIFYING DISTRIBUTION REQUIREMENTS IMPOSED BYSECTIONS 4942(G)(3) AND 170(B)(1). SUCH DISTRIBUTION WASTREATED UNDER REGULATIONS SECTION 53.4942(A)-3(D)(1)(iii)AS A DISTRIBUTION OUT OF CORPUS IN PRIOR TAXABLE YEAR2008.PATRICK MCCARTHY, TRUSTEE, ASST. TREASURER & ASST.SECRETARY, 10/24/13

lefile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

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

TY 2015 Expenditure Responsibility Statement

Name : Annie E Casey Foundation

EIN: 52-1951681

Grantee ' s Name Grantee's Address Grant Date Grant Grant Purpose Amount Any Diversion Dates of Date of Results ofAmount Expended By By Grantee? Reports By Verification Verification

Grantee Grantee

Achieving the Dream Inc 8403 Coleville Road 2014-10-01 1,299,110 Support to act in intermediary role in the expansion of 1,253,385 11/03/15Suite 450 Center for Working Families in community collegesSilver Spring, MD20910

ADVOCATES FOR One North Charles 2015-07-01 30,000 Support to establish earned paid sick leave policies for 30,000 08/08/16CHILDREN & YOUTH INC Street Suite 2400 low-income working families

Baltimore, MD 21201

Alliance for Children and 11700 West Lake 2014-11-01 100,000 Support for Shifting Residential Providers to Evidence- 135,903 11/09/15Families Inc Park Drive Informed Treatment Within a Home-and Community-

Milwaukee, WI Based, Child-Centered Model532243099

American Communities 1228 N Calvert Street 2014-11-01 50,000 Support the Baltimore Food Hub's business and workforce 50,000 02/02/16Trust Baltimore, MD 21202 development incubator services for residents and small

businesses in East Baltimore

Americas Promise - The 1110 Vermont 2015-01-01 260,000 Support the First Focus project 260,000 02/10/16Alliance for Youth Avenue NW Suite 900

Washington, DC20005

Americas Promise - The 1110 Vermont 2015-01-01 350,000 Support for the State Policy Advocacy Reform Center 350,000 02/01/16Alliance for Youth Avenue NW Suite 900

Washington, DC20005

America's Promise - The 1110 Vermont 2015-11-01 30,000 Support State Policy Advocacy Reform Center Advisory 0 10/31/16Alliance for Youth Avenue NW Suite 900 Council

Washington, DC20005

Appalachian Community 930 Cambria Street 2014-12-01 75,000 Supports expansion of Appalachian Community Capital 75,000 10/01/15Capital Corporation NE Corporation

Christiansburg, VA24073

Arkansas Association of 1400 W Markham 2014-11-01 100,000 Support for Arkansas Career Pathways Initiative 100,000 11/09/15Two-Year Colleges Street Suite 402 Evaluation

Little Rock, AR72201

Association of Baltimore 2 East Read Street 2015-01-01 174,134 Support the Baltimore Integration Partnership 174,134 02/01/16Area Grantmakers Inc 2nd Floor

Baltimore, MD 21202

Association of Baltimore 2 East Read Street 2015-01-01 100,000 Support for the Neighborhood and Community 8,540 02/16/16Area Grantmakers Inc 2nd Floor Development Affinity Group in Baltimore

Baltimore, MD 21202

Baltimore Alliance for 217 E Redwood 2015-07-01 100,000 Support sector-based healthcare education and training 100,000 07/14/16Careers in Healthcare Street Suite 1500 for youth and adultsInc Baltimore, MD 21231

Baltimore City 7 E Redwood Street 2015-06-01 2,010,000 Support for the YouthWorks Summer Jobs Program and 2,010,000 02/09/16Foundation Inc 9th Floor related activities

Baltimore, MD 21202

Baltimore City 7 E Redwood Street 2014-11-01 10,000 Support homeless services outreach 10,000 11/30/15Foundation Inc 9th Floor

Baltimore, MD 21202

Baltimore City 7 E Redwood Street 2015-09-01 1,000 Support Baltimore City Council President's Toys for Tots 3,500 04/18/16Foundation Inc 9th Floor Holiday Campaign

Baltimore, MD 21202

Grantee ' s Name Grantee ' s Grant Date Grant Grant Purpose Amount Any Diversion Dates of Date of Results ofAddress Amount Expended By By Grantee' Reports By Verification Verification

Grantee Grantee

Baltimore City Health 1001 E Fayette 2014-11-01 70,000 Support the Teen Pregnancy Prevention Initiative 70,000 07/14/16Department Street

Baltimore, MD21202

Baltimore Community 2 East Read Street 2015-01-01 75,000 Support the Central Maryland Transportation Alliance 75,000 01/29/16Foundation Inc 9th Floor

Baltimore, MD21202

Baltimore Community 2 East Read Street 2014-12-01 674,089 Support the development and implementation of the Foundation's 0 11/30/16Foundation Inc 9th Floor newest Results Based Leadership Programs that are now being

Baltimore, MD planned and/or launched in 2014 and into 201521202

BALTIMORE 2 East Read Street 2015-06-01 20,000 Support Middle Grades Partnership's Summer Enrichment Program 20,000 09/22/15COMMUNITY 9th FloorFOUNDATION INC Baltimore, MD

21202

Baltimore Community 2 East Read Street 2015-06-01 300,000 Support the One Baltimore Fund 300,000 04/15/16Foundation Inc 9th Floor

Baltimore, MD21202

Baltimore Community 2 East Read Street 2015-08-01 200,000 Support for the Neighborhood Grants Program YouthLeadership & 186,000 07/29/16Foundation Inc 9th Floor Engagement

Baltimore, MD21202

Big Brothers Big Big Brothers Big 2014-10-01 109,006 Support to develop and test measurement tools that access risk 107,062 11/03/15Sisters of America Sisters National and protective factors for youth served by the Big Brothers Big

Office 2202 N Sisters networkWestshore BlvdSuiteTampa, FL 33607

Brown University Office of 2013-06-01 101,350 Support the Providence Children and Youth Cabinet 82,145 09/14/15SponsoredProjects Box1929 164 AngellStreetProvidence, RI029129002

Capital Workforce One Union Place 2015-09-01 200,000 Support evidence building in the Aspen Opportunity Youth 37,700 06/03/16Partners Inc Hartford, CT Incentive Fund SIF site

06103

Caring Communities 3418 Knipp Drive 2015-12-01 40,000 Support to strengthen the transition process and services for 58,333 11/03/15Inc Suite A-2 youth committed to the Missouri Division of Youth Services

Jefferson City, MO65109

Case Commons Inc 71 West 23rd 2015-01-01 3,800,000 Support the implementation of Case Commons, Inc and 3,800,000 01/29/16Street 2nd Floor Casebook developmentNew York, NY10010

Center for American 1333 H Street NW 2015-01-01 200,000 Support the Poverty to Prosperity Program (poverty reduction 200,000 02/26/16Progress 10th Floor campaign)

Washington, DC20005

CENTER FOR ETHICAL 1401 E Jefferson 2014-10-01 50,000 Support the Government Alliance on Race and Equity in furthering 50,000 11/09/15LEADERSHIP Street Suite 505 the work of government to achieve racial equity

Seattle, WA98122

Center for Public 7020 Easy Wind 2014-09-01 40,000 Support to create a local-to-state policy change model that will 40,000 11/10/15Policy Priorities Drive Suite 200 reduce the causes and symptoms of poverty for children long-

Austin, TX 78752 term

Center for the Study 1575 Eye Street 2014-01-01 500,000 SUPPORT TO DEVELOP A COMPREHENSIVE MULTI-GENERATION 68,920 08/04/15of Social Policy NW Suite 500 STRATEGY FOR SERVING PREGNANT AND PARENTING YOUTH IN

Washington, DC FOSTER CARE20005

Grantee ' s Name Grantee's Grant Date Grant Grant Purpose Amount Any Diversion Dates of Date of Results ofAddress Amount Expended By By Grantee? Reports By Verification Verification

Grantee Grantee

Center for the Study of Social 1575 Eye Street 2015-01-01 200,000 Support the development and implementation of the 200,000 02/09/16Policy NW Suite 500 Evidence2Success model in the initial sites

Washington, DC20005

Center for the Study of Social 1575 Eye Street 2014-01-01 110,000 Support the development of Evidence2Success 38,670 04/06/16Policy NW Suite 500

Washington, DC20005

Center on Budget and Policy 820 First Street NE 2015-01-01 596,520 Support to provide technical assistance and support to the 596,520 03/21/16Priorities Suite 510 State Priorities Partnership network

Washington, DC20002

Child and Family Policy Center 505 5th Avenue 2015-07-01 89,000 Support the Campaign's Attendance Works to advance the 89,000 02/10/16Suite 404 Campaign for Grade-Level Reading's PrioritiesDes Moines, IA50309

Child Trends Inc 7315 Wisconsin 2014-01-01 30,000 Support for the Child Welfare Financing Survey 10,500 07/29/16Avenue Suite1200WBethesda, MD20814

Child Trends Inc 7315 Wisconsin 2015-01-01 110,000 Support development and improvement of child well-being 110,000 02/05/16Avenue Suite indicators and state-level survey1200WBethesda, MD20814

City of Baltimore 36 S Charles 2013-04-01 25,000 Support organizational development and enhance business 0Development Corporation Street Suite 1600 outreach on Washington Boulevard in Baltimore, Maryland

Baltimore, MD21201

Coalition for Juvenile Justice 1319 F Street NW 2015-02-01 227,000 Support youth engagement 227,000 03/07/16Suite 402Washington, DC20004

Colorado Children's Campaign 1580 Lincoln 2014-11-01 45,000 Support the work of the Child Welfare Strategy Group with 45,000 03/24/16Street Suite 420 the Colorado Department of Human ServicesDenver, CO80203

Community Development 901 East Levee 2015-01-01 63,750 Support the Presidential Learning Exchange for the University 111,215 10/26/15Corporation of Brownsville Street of Texas-Rio Grande Valley

Brownsville, TX78520

Community Development 901 East Levee 2015-11-01 25,000 SUPPORT UNIDOS POR RIO GRANDE VALLEY IN DEVELOPING 18,000 06/15/16Corporation of Brownsville Street A COMMUNITY ADVISORY COMMITTEE FOR UNIVERSITY OF

Brownsville, TX TEXAS RIO GRANDE VALLEY78520

Community Organizing and 1436 W Randolph 2015-10-01 32,100 Support for building a Nationwide Network of Parent Leaders 32,100 02/02/16Family Issues 4th Floor Engaged in School, Community and Systems Change

Chicago, IL 60607

Consumer Federation of 1620 Eye Street 2015-01-01 75,000 Support technical assistance that advances tax preparation 75,000 02/02/16America Inc NW Suite 200 disclosure and regulation

Washington, DC20006

CRIMINAL JUSTICE One Government 2014-05-01 75,000 SUPPORT TRAINING AND TECHNICAL ASSISTANCE TO LOCAL 18,414 06/06/16COORDINATING COUNCIL Center Suite 1720 JURISDICTIONS WORKING TO SAFELY REDUCE THE USE OF

Toledo, OH 43604 CONFINEMENT AND OTHER OUT-OF-HOME PLACEMENTS

Delaware Department of Delaware Youth 2014-09-01 33,000 SUPPORT FOR IMPROVING FOSTER CHILD OUTCOMES 33,000 12/04/15Services for Children Youth and Family Center THROUGH EARLIER BEHAVIORAL HEALTH ASSESSMENTand Their Families 1825 Faulkland

RoadWilmington, DE19805

Grantee ' s Name Grantee's Address Grant Date Grant Grant Purpose Amount Any Diversion Dates of Date of Results ofAmount Expended By By Grantee' Reports By Verification Verification

Grantee Grantee

Demos A Network for 220 Fifth Avenue 2015-01-01 60,000 Support to collect and distribute information that will 60,000 01/29/16Ideas and Action Ltd Second Floor advance the understanding of the barriers facing leaders

New York, NY of color in the social sector10001

Drexel University Office of Research 2014-03-01 328,876 Support to conduct a quasi-experimental evaluation of 131,344 04/05/16Administration Healing Hurt People3201 Arch StreetPhiladelphia, PA19104

Economic Alliance of 1 East Pratt Street 2015-10-01 25,000 Support regional workforce and leadership development 0Greater Baltimore Suite 200Foundation Inc Baltimore, MD

21202

Equity Matters Inc 3613 Sequoia 2015-06-01 50,000 Support for the Eddie Conway Liberation Institute 50,000 09/16/15AvenueBaltimore, MD21215

Family League of 2305 N Charles 2014-11-01 122,534 Support Baltimore City Family Literacy Coalition 102,380 11/06/15Baltimore City Inc Street Suite 200

Baltimore, MD21218

Family Values at Work A 207 E Buffalo Street 2015-01-01 205,000 Support for technical assistance that strengthens and 205,000 02/02/16Multi-State Consortium Inc Suite 211 increases access to paid leave

Milwaukee, WI53202

Florida Philanthropic 1211 N Westshore 2015-01-01 50,000 Support the Florida Policy Institute's participation in the 50,000 02/02/16Network Blvd Suite 314 State Priorities Partnership network

Tampa, FL 33607

Food Research & Action 1200 18th Street NW 2015-01-01 50,000 Support the Children's Leadership Council 50,000 03/21/16Center Inc Suite 400

Washington, DC20009

Fund for Educational 800 North Charles 2015-01-01 200,000 Support for Baltimore's Promise 200,000 01/29/16Excellence Street Suite 400

Baltimore, MD21201

Fund for Educational 800 North Charles 2015-11-01 12,000 Support for Baltimore's Promise asset mapping and 0Excellence Street Suite 400 research for action teams

Baltimore, MD21201

Fusion Partnerships Inc 1601 Guilford 2014-12-01 20,000 Support for the East Baltimore Historical Library 20,000 06/06/16Avenue 2 SouthBaltimore, MD21202

Fusion Partnerships Inc 1601 Guilford 2015-06-01 20,000 Support Baltimore Youth Kinetic Energy Collective 20,000 06/17/16Avenue 2 South Summer ProgramBaltimore, MD21202

Fusion Partnerships Inc 1601 Guilford 2014-08-01 13,186 Support 2014 Writers in Baltimore Schools Summer 13,186 02/05/15Avenue 2 South Writing StudioBaltimore, MD21202

Fusion Partnerships Inc 1601 Guilford 2015-01-01 135,000 Support the design, launch and evaluation of a small 108,000 08/03/16Avenue 2 South grants program pilot in East BaltimoreBaltimore, MD21202

Fusion Partnerships Inc 1601 Guilford 2015-06-01 15,000 Support MERIT's Summer Enrichment Programming 15,000 09/22/15Avenue 2 SouthBaltimore, MD21202

Grantee ' s Name Grantee ' s Grant Date Grant Grant Purpose Amount Any Dates of Date of Results ofAddress Amount Expended By Diversion By Reports By Verification Verification

Grantee Grantee? Grantee

Fusion Partnerships Inc 1601 Guilford 2015-06-01 20,000 Support New Lens' Summer Enrichment Program 20,000 09/30/15Avenue 2 SouthBaltimore, MD21202

Fusion Partnerships Inc 1601 Guilford 2015-06-01 20,000 Support Beat the Street's Summer Enrichment Program 20,000 09/22/15Avenue 2 SouthBaltimore, MD21202

Fusion Partnerships Inc 1601 Guilford 2015-06-01 19,593 Support Writers in Baltimore Schools' Summer Enrichment Program 19,593 10/05/15Avenue 2 SouthBaltimore, MD21202

Gamaliel Foundation 221 North LaSalle 2015-01-01 50,000 Support Hear Our New Leaders 2 Gamaliel's School-to-Jobs 50,000 03/04/16Suite 1320 PipelineChicago, IL 60601

Georgia State University PO Box 3999 2015-01-01 146,000 Support the home visiting parent engagement collaborative 79,497 02/02/16Research Foundation Atlanta, GA working groupInc 303023999

GOODWILL INDUSTRIES 15810 Indianola 2015-01-01 200,000 Support implementation of family economic success programs and 263,573 02/02/16INTERNATIONAL INC Drive strategies to additional Goodwill affiliates

Rockville, MD20855

Hawaii State Judiciary Office of the 2015-03-01 45,111 Support replication of the Juvenile Justice Detention Alternatives 13,734 04/06/16Administrative InitiativeDirector of Courts417 South King SHonolulu, HI968132902

Health Resources in 95 Berkeley Street 2015-11-01 200,000 Support Community Safety workgroup and provide technical 0Action Inc Suite 208 assistance to partner communities

Boston, MA 02139

Healthy Neighborhoods 2 East Read Street 2011-08-01 25,000 Support potential loan losses from the Healthy Neighborhoods, Inc 0Inc Baltimore, MD Loan Pool that will be made available for acquisition-rehab,

21202 refinance-rehab and home improvement loans to working low andmoderate income families

Indiana University of 1179 Grant Street 2015-11-01 10,000 Support to provide consultation to the Juvenile Justice Strategy 9,897 03/28/16PA- Research Institute Suite One Group on probation transformation outcomes and assist in building

Indiana, PA 15701 evidence that will inform a new juvenile probation model

Indiana Youth Institute 603 East 2015-01-01 100,000 Support KIDS COUNT activities in 2015 100,000 02/12/16Inc Washington Street

Suite800Indianapolis, IN46204

Innovation Network Inc 1625 K Street NW 2014-11-01 18,000 Support policy professional development through the Center for 18,000 02/02/16Suite 1050 Evaluation InnovationWashington, DC20006

Jacobs Center for 404 Euclid Avenue 2013-09-01 175,000 Support shared learning and evaluation in place based philanthropy 0Neighborhood San Diego, CA with a resident focusInnovation 92114

Jewish Family and 10950 Schuetz 2015-11-01 4,756,348 Support for consultants within the Child Welfare Strategies Group 2,319,960 07/06/16Children's Service Road work

St Louis, MO63146

Jim Casey Youth 222 South Central 2015-01-01 5,892,273 Support to assist with the transition from demonstration to 5,892,273 02/19/16Opportunities Initiative Avenue Suite 305 replication and co-investmentInc St Louis, MO

63105

Grantee ' s Name Grantee ' s Grant Date Grant Grant Purpose Amount Any Diversion Dates of Date of Results ofAddress Amount Expended By By Grantee ? Reports By Verification Verification

Grantee Grantee

Jim Casey Youth 222 South Central 2015-01-01 3,146,634 Support for consultants within the Child Welfare Strategies 3,413,000 02/05/16Opportunities Initiative Inc Avenue Suite 305 Group work

St Louis, MO63105

Job Opportunities Task 217 East Redwood 2014-07-01 135,000 Support training JumpStart/The Biotechnical Institute/MI-BEST 0 08/04/15Force Inc Street Suite 1500

Baltimore, MD21202

Job Opportunities Task 217 East Redwood 2015-12-01 165,000 Support for Comprehensive Evaluation of Lessons Learned and 2,002 07/15/16Force Inc Street Suite 1500 Best Practies in I-BEST

Baltimore, MD21202

Jobs for the Future Inc 88 Broad Street 2015-07-01 500,000 Support The National Fund for Workforce Solutions 08th FloorBoston, MA 02110

Jobs for the Future Inc 88 Broad Street 2014-01-01 75,000 Support for preparing Back on Track through college sites to 75,000 12/07/158th Floor be "Evaluation-ready"Boston, MA 02110

JOBS FOR THE FUTURE INC 88 Broad Street 2014-10-01 205,000 SUPPORT TECHNICAL ASSISTANCE TO JIM CASEY YOUTH 110,000 03/24/168th Floor OPPORTUNITY INITIATIVE SITES FOR THE POSTSECONDARYBoston, MA 02110 SUCCESS FOR YOUTH AGING OUT OF FOSTER CARE PROJECT

Juvenile Law Center The Philadelphia 2014-01-01 344,956 Support to provide technical assistance to the Juvenile 96,285 02/04/16Building 1315 Detention Alternatives InitiativeWalnut Street -4th FloorPhiladelphia, PA19107

Juvenile Law Center The Philadelphia 2015-11-01 146,000 Support for the evidence based practice development 85,695 07/27/15Building 1315Walnut Street -4th FloorPhiladelphia, PA19107

JUVENILE LAW CENTER The Philadelphia 2012-11-01 160,000 Support the work of the Child Welfare Strategy Group with the 0 11/03/15Building 1315 Philadelphia Department of Human Services' ImprovingWalnut Street - Outcomes for Children Initiative4th FloorPhiladelphia, PA19107

KaBOOM Inc 4301 Connecticut 2015-06-01 1,000,000 Support to launch the Playground and Pathways to 1,000,000 08/01/16Avenue NW Suite Opportunity ProjectML-1Washington, DC20008

Keystone Research Center 412 North Third 2015-04-01 30,000 Support for promoting Sector Strategies Through the Economic 30,000 12/07/15Inc Street Analysis Research Network

Harrisburg, PA17101

KnowledgeWorks One West Fourth 2015-07-01 362,000 Support StnveTogether to build a network of Cradle to Career 356,433 08/22/16Foundation dba Street Suite 200 Accelerator FundStnveTogether Cincinnati, OH

45202

Local Initiatives Support 501 Seventh 2011-03-01 675,000 Support the Making Connections Oakland work 0Corporation Avenue 7th Floor

New York, NY10018

Marion County Commission 3901 N Meridian 2015-10-01 150,000 Support for Marron County Juvenile Justice Pay for Success 0on Youth Inc dba MCCOY Suite 201Inc Indianapolis, IN

462080409

MDRC 16 East 34th 2011-12-01 225,000 Support for the Center for Working Families Evaluation 55,041 11/02/15Street 19th Floor AssessmentNew York, NY10007

Grantee ' s Name Grantee ' s Grant Date Grant Grant Purpose Amount Any Diversion Dates of Date of Results ofAddress Amount Expended By By Grantee? Reports By Verification Verification

Grantee Grantee

Medical University of Research and 2014-03-01 127,259 Support for Youth Outcomes of BlueSky in New York A 125,291 06/06/16South Carolina Sponsored Randomized Trial

Programs 19Hagood AvenueSuite 606Charleston, SC29425

Mission Investors 1133 Avenue of the 2015-11-01 70,000 Support the Mission Investors Exchange outreach with 0Exchange Americas Suite information dissemination, convening, training and collaboration

2200 effortsSeattle, WA 98104

National Consumer Law 7 Winthrop Square 2014-10-01 60,000 Support for Tax Preparation Mystery Shopper Testing 60,000 01/06/16Center Inc 4th Floor

Boston, MA 02113

National League of Cities 1301 Pennsylvania 2015-01-01 378,754 Support the Institute for Youth, Education and Families 173,375 06/27/16Institute Inc Avenue NW Suite

550Washington, DC20004

National Newspaper Thurgood Marshall 2015-06-01 10,000 Support to sponsor National Newspaper Publishers Associations 0Publishers Association Inc Building 1816 75th Anniversary Convention, Empowering a New Generation of

12th Street NW LeadershipWashington, DC20009

New Jersey Policy 137 West Hanover 2015-03-01 35,000 Support the Amplification Project's work targeting policies that 35,000 02/02/16Perspective Inc Street affect children in poverty and young people, ages 16 to 24,

Trenton, NJ 08618 who are struggling to stay in school or find meaningfulemployment

New Mexico Educators Paseo del Norte 2014-12-01 50,000 Support for a Student Microloan Program 50,000 01/06/16Federal Credit Union Branch 8321

PalomasNEAlbuquerque, NM87122

New Venture Fund 1201 Connecticut 2014-11-01 10,000 Support a briefing on promoting effective practices among news 10,000 03/02/16Ave NW Suite 300 media organizations to responsibly report on boys and men ofWashington, DC color20036

New Venture Fund 1201 Connecticut 2015-01-01 150,000 Support the decarceration of youth campaign 150,000 02/04/16Ave NW Suite 300Washington, DC20036

New York State Council 52 Washington 2015-01-01 100,000 Support KIDS COUNT activities in 2015 102,175 03/28/16on Children and Families Street Suite 99

Rensselaer, NY12144

Oklahoma Institute for 3800 N Classen 2014-08-01 60,000 Support reform efforts with the Oklahoma Department of 45,994 02/02/16Child Advocacy Blvd Suite 230 Human Services

Oklahoma City, OK73118

Parents As Teachers 2228 Ball Drive 2014-10-01 75,000 Support to Improve Educational Outcomes for American Indian 75,000 11/03/15National Center Inc St Louis, MO 63146 Children - Investing in Innovation

Pennsylvania Council of 455 Hamilton Street 2015-01-01 25,000 Support replication of the Juvenile Detention Alternatives 46,557 08/10/16Chief Juvenile Probation Doylestown, PA Initiative in PennsylvaniaOfficers 18901

Philadelphia Youth 400 Market Street 2015-09-01 150,000 Support evidence building in Aspen Opportunity Youth Incentive 0Network Inc Suite 200 Fund, Social Innovation Fund site

Philadelphia, PA19106

Philanthropy New York 1500 Broadway 7th 2015-01-01 85,000 Support the Asset Funders Network including its financial 85,265 01/29/16Inc Floor coaching initiative

New York, NY10003

Grantee ' s Name Grantee ' s Grant Date Grant Grant Purpose Amount Any Diversion Dates of Date of Results ofAddress Amount Expended By By Grantee? Reports By Verification Verification

Grantee Grantee

Pierce County Juvenile 5501 Sixth Avenue 2014-11-01 200,000 SUPPORT THE IMPLEMENTATION OF A PILOT PROJECT DESIGNED 164,069 04/18/16Court Tacoma, WA TO RE-ENGINEER FRONT-LINE PRACTICE IN JUVENILE

98406 PROBATION

Points of Light 600 Means Street 2014-08-01 100,000 Support to continue to use the strategy of "neighboring" to 100,000 12/23/15Foundation Suite 210 strengthen resident capacity around issues relevant to the

Atlanta, GA 30318 Foundation's pnonties

Pop Tech Institute P 0 Box 1405 2013-11-01 30,000 Support the PopTech Impact Fund to advance new approaches to 0Camden, ME addressing the needs of vulnerable people and communities, in04843 areas such as civic engagement and financial inclusion

President and Fellows of Office of 2014-07-01 300,000 Support for fostering the development and deployment of 86,535 09/25/15Harvard College Sponsored breakthrough innovations and strategies for poverty alleviation

Programs Sixth through the Frontiers of Innovation initiativeFloor HolyokeCenterCambridge, MA02138

Purdue University 155 S Grant Street 2014-11-01 64,963 Support for The Family Impact Seminars Increase Family-based 42,196 12/01/15Lafayette, IN Placements for Children in Foster Care479072114

Rasmuson Foundation 301 West Northern 2014-01-01 75,000 Support the Recover Alaska Initiative 2,542 02/17/16Lights Blvd Suite400Anchorage, AK99503

Research Foundation of 524 West 59th 2015-01-01 150,000 Support the evidence generation for youth services 78,349 01/13/16the City University of Street c/o JohnNew York Jay

College of CriminalJusticeNew York, NY10019

Rockefeller Philanthropy 6 West 48th Street 2014-12-01 200,000 Support for Working Families Success Network Community 200,000 07/29/16Advisors Inc 10th Floor College Expansion Pilot

New York, NY10036

Seattle International 500 Union St Suite 2015-01-01 95,698 Support the Red por los Derechos de la Infancia en Mexico to 117,000 02/05/16Foundation 801 update the KIDS COUNT Mexico Data System and to produce

Seattle, WA KIDS COUNT Mexico 201598101

Single Stop USA 1825 Park Avenue 2013-01-01 30,000 Support the work of the Coalition for Access and Opportunity 0Suite 503New York, NY10035

Spoonful of Honey Jobs 931 Metropolitan 2015-07-01 5,000 Support for Food and Culinary Education 4,682 04/11/16and Security Initiative Pkwy SWInc Atlanta, GA 30310

State of Alabama PO Box 66 2015-10-01 150,000 Support the Selma and Mobile sites 0Department of Youth Mt Meigs, ALServices 36057

Strong City Baltimore Inc 3503 North 2015-06-01 14,817 Support Dew More Baltimore's Summer Enrichment Program 14,817 09/16/15Charles StreetBaltimore, MD21218

Strong City Baltimore Inc 3503 North 2015-06-01 20,000 Support Youth Empowered Society's Summer Enrichment 20,000 09/16/15Charles Street ProgramBaltimore, MD21218

Strong City Baltimore Inc 3503 North 2015-01-01 11,000 Support to the Young Nonprofit Professionals Network Baltimore 10,382 06/14/16Charles StreetBaltimore, MD21218

Grantee ' s Name Grantee ' s Grant Date Grant Grant Purpose Amount Any Dates of Date of Results ofAddress Amount Expended By Diversion By Reports By Verification Verification

Grantee Grantee? Grantee

Strong City Baltimore 3503 North 2015-09-01 30,000 SUPPORT TO STRENGTHEN AND ORGANIZE THE BALTIMORE 0Inc Charles Street ECOSYSTEM OF SMALL BUSINESS AND SOCIAL ENTERPRISE

Baltimore, MD DEVELOPMENT RESOURCES AND SUPPORT21218

The Aspen Institute Inc One Dupont Circle 2015-06-01 250,000 Support evidence building in the Opportunity Youth Incentive Fund 425,135 07/08/16NW Suite 700Washington, DC20036

The Community 1201 15th Street 2015-01-01 140,000 Support for the Youth Transition Funders Group and Foster Care Work 140,000 02/01/16Foundation for the NW Suite 420 GroupNational Capital Region Washington, DC

20005

The Community 1201 15th Street 2015-01-01 20,000 Support multiple pathways to graduation learning agenda 20,000 03/03/16Foundation for the NW Suite 420National Capital Region Washington, DC

20005

The Flamboyan PO Box 16699 2015-01-01 100,000 Support KIDS COUNT activities in 2015 100,000 02/16/16Foundation San Juan, PR

009086699

The Health Federation 1211 Chestnut 2014-12-01 30,000 Support moving from 'What's Wrong' to 'What Happened' Creating a 30,000 05/27/16of Philadelphia Street 801 Prototype for Multi-Disciplinary Graduate Education across Education,

Philadelphia, PA Child Welfare, Youth Development, Behavioral and Physical Health19107

The Sheltering Arms 385 Centennial 2013-10-01 115,000 Support participation in a Family Economic Success two-generation 11,445 07/31/15Olympic Park Drive implementation and cost studyNWAtlanta, GA 30313

The Tides Foundation PO Box 29903 2015-01-01 2,000,000 Support the enterprise of the Campaign for Grade-Level Reading 2,000,000 02/02/16San Francisco, CA94129

The Tides Foundation PO Box 29903 2014-12-01 30,000 Support the Institute of Medicine/Campaign for Grade-Level Reading 0San Francisco, CA Supporting the Parents of Young Children94129

The Trustees of Sponsored Projects 2014-01-01 175,000 Support the Poverty and Brain Development in Young Children pilot 121,769 09/14/15Columbia University in Administration research projectthe City of New York 615 West 131st

Street Room 254New York, NY100277922

Tides Center PO Box 29907 2015-05-01 320,770 Support the KIDS COUNT initiative to change policies and practices at 0 06/09/15San Francisco, CA the state level94129

Tides Center PO Box 29907 2014-09-01 25,000 Support for consultation for advancing the work of the Race, Equity 25,000 10/19/15San Francisco, CA and Inclusion (REI) program94129

Tides Center PO Box 29907 2014-12-01 168,401 Support field building through research, evaluation, knowledge 49,350 03/01/16San Francisco, CA development and technical assistance941290907

Tides Center PO Box 29907 2015-09-01 75,000 Support Philanthropic Initiative for Racial Equity to facilitate a mix of 0San Francisco, CA field-led and peer learning opportunities to advance philanthropic941290907 efforts to address structural racialization and increase grant funds to

advance racial equity

Tides Center 568 Broadway 2015-08-01 125,000 Support "A Window of Opportunity Building Support for Addressing 0Suite 700 Poverty and Racial Inequality Through Communications and Culture"New York, NY10012

Grantee ' s Name Grantee ' s Grant Date Grant Grant Purpose Amount Any Dates of Date of Results ofAddress Amount Expended By Diversion Reports By Verification Verification

Grantee By Grantee? Grantee

Tides Center PO Box 29907 2015-12-01 46,200 Support to provide evaluation planning for evidence based probation programs in 0San Francisco, selected sitesCA941290907

Tides Center PO Box 29907 2015-12-01 75,000 Support development and utilization of Integrated Data Systems 0San Francisco,CA941290907

Tides Center PO Box 29907 2015-11-01 461,000 Support to assist with Leadership Development Evaluation and Baltimore 0San Francisco, Community-Based ResearchCA941290907

TRF Development 1700 Market 2015-01-01 50,000 Support efforts to advance housing development in the East Baltimore Development, 50,000 02/23/16Partners Inc Street 19th Inc project area

FloorPhiladelphia,PA 19103

United Way of 100 Edgewood 2015-01-01 35,000 Support sector-based workforce partnerships 35,000 01/29/16Metropolitan Avenue NEAtlanta Inc Atlanta, GA

30303

United Way of 100 Edgewood 2015-01-01 199,100 Support System of Care 186,420 02/12/16Metropolitan Avenue NEAtlanta Inc Atlanta, GA

30303

United Way of PO Box 898 2015-04-01 750,000 Support Family-Centered Community Change 1,195,033 05/09/16San Antonio and 700 5 AlamoBexar County Street

San Antonio,TX 78205

Urban Strategies 720 Olive 2015-01-01 100,000 Support capacity building for sustained family stability programs at Harmony Oaks 100,000 01/29/16Inc Street Suite

2600St Louis, MO63103

Village Learning 2521 Saint 2015-06-01 4,235 Support Village Learning Place's Let's Invest in Neighborhood Kids Leaders Program 4,235 10/05/15Place Inc Paul Street

Baltimore, MD21218

Westminster 465 Main 2014-07-01 450,000 Support Family-Centered Community Change Readiness Phase Activities in the 116,615 02/09/16Foundation Street Suite Buffalo Promise Neighborhood

510Buffalo, NY14203

Workforce Alliance 560 Ella T 2011-10-01 265,000 Support the Transitional Work Program 0Inc Grasso Blvd

New Haven,CT 06519

Your Health 3000 Falls 2014-10-01 150,000 Support capacity to achieve enrollment targets for Evergreen Health Care 0 05/12/15Network Inc Road Suite 1

Baltimore, MD21211

Youth Policy 6200 Aurora 2015-11-01 54,000 Support to coordinate a funders collaborative for the Learn and Earn to Achieve 0Institute of Iowa Avenue Suite Potential initiative and commissioning research on young parents in transition

206EDes Moines, IA50322

YouthBuild USA 58 Day Street 2014-11-01 100,000 Support postsecondary education initiative for student parents 100,000 01/26/16Somerville, MA02144

Bay Area Equity One Bush 2004-04-30 1,650,000 The Bay Area Equity Fund (Fund) generates significant social returns to the 1,650,000 02/24/16Fund I LP Street 12th communities around its portfolio companies The Fund makes investments in

floor companies located in or near, or willing to locate in or near, one of the 46 prioritySan Francisco, low and moderate income neighborhoods of the ten-county San Francisco, CaliforniaCA 94104 Bay Area (defined as neighborhoods in which the median household income is less

than 80% of the County's household median income)

Grantee ' s Grantee ' s Grant Date Grant Grant Purpose Amount Any Dates of Date of Results ofName Address Amount Expended Diversion Reports Verification Verification

By Grantee By ByGrantee ' Grantee

Bridges Ventures 505 Eighth 2015-07-31 2,000,000 Bridges Ventures U S Sustainable Growth Fund, L P 's strategy is to seek high growth 467,774 03/29/16US Sustainable Avenue Ste investment opportunities in companies that deliver solutions to pressing social orGrowth Fund LP 1805 environmental challenges, and invests only in U S small and medium growth businesses

New York, These businesses have a particular focus on creating employment opportunities within lowNY 10018 and moderate income communities that provide a path to grow income and move workers

and their families toward financial stability

Case Commons 71 West 2011-12-05 6,000,000 The Foundation funded a loan to Case Commons, a 501(c)3 private operating foundation to 692,486 05/20/16Inc 23rd Street enable the deployment and continued development of Casebook, a transformative case

2nd Floor management software application and system of record keeping for child welfare and otherNew York, human services programs Casebook was developed to maximize and accelerate the deliveryNY 10010 of effective, responsive services to the vulnerable populations served by child welfare and

human services programs

EAST BALTIMORE 1731 E 2004-09-30 15,000,000 The Foundation funded a Guaranty Payment on behalf of East Baltimore Development, Inc a 15,000,000 10/21/15DEVELOPMENT Chase 501(c)3 public charity The Foundation's purpose in providing the Guaranty is to enable EastINC (EBDI) Street Baltimore Development, Inc to finance and carryout development projects in conjunction

Baltimore, with the City of Baltimore and thereby facilitate the revitalization of the distressed communityMD 21213 of East Baltimore

Real Estate 633 Pryor 2015-01-12 828,698 The Foundation funded a loan to Real Estate Alliance Partners Group LLC The loan proceeds 412,354 01/26/16Alliance Partners Street SW are to support the rehabbing of vacant and foreclosed properties in the PittsburghGroup LLC Atlanta, GA Neighborhood, one of the most distressed communities of Atlanta, Georgia, renovating them(REAL) 30312 into safe, energy efficient, quality owner occupied homes The rehabilitation of the homes

will also serve to relieve the poor and distressed At least one third of the homes in whichloan proceeds will be invested, will be made available for purchase by or rent to low-incomeindividuals and families

SUN INITIATIVE 56 Warren 2011-12-02 2,000,000 The Foundation funded a loan to the SUN Initiative Financing LLC, a Massachusetts limited 2,000,000 05/07/15FINANCING LLC Street liability company (SUN) SUN is operated by NSP Residential LLC a Massachusetts limited

Boston, MA liability company (NSP) a wholly owned subsidiary of Boston Community Capital, Inc , a 50102119 ( c)(3) organization SUN is designed to stop the displacement of families and the

neighborhood destabilizing effects of home vacancies and abandonment by enablinghomeowners with overleveraged properties to stay in their homes by (i) purchasing from thecurrent mortgagees of mortgage loans at risk of default at substantial discounts andrestructuring such loans to make them affordable to the mortgagors, (ii) purchasing ofproperties following foreclosure or similar action by existing mortgagees and resale of suchproperties to the former homeowners in exchange for reduced mortgage obligations, and (iii)payment of NSP's program administration and expenses

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 General Explanation Attachment

Name : Annie E Casey Foundation

EIN: 52-1951681

Identifier Return

Reference

Explanation

COMP OF PART VIII, NA ME & ADDRESS TITLE& AVG HRS/WK COMP BEN PLAN EXPACCTMICHAEL L ESKEW TRUSTEE, CHAIROFFICERS, LINE 1 4 8 HRS 0 0 0701 ST PAUL ST BALTIMORE, MD 21202D SCOTT DAVIS TRUSTEE, VICE 0 5 HRS 0 0 0701 ST

DIRECTORS, PAUL ST CHAIRBALTIMORE, MD 21202ROBERT J CLANIN TRUSTEE, TREAS 4 5 HRS 0 0 0701 ST PAUL

TRUSTEES, ST BALTIMORE, MD 21202JOSEPH R MODEROW TRUSTEE, 3 3 HRS 0 0 0701 ST PAUL ST

AND SECRETARY BALTIMORE, MD 21202PATRICK T MCCARTHY TRUSTEE, 2 9 HRS (A) (A) 0701 ST PAUL STMANAGERS ASST SEC, ASST TREAS BALTIMORE, MD 21202LEA N SOUPATA TRUSTEE 3 3 HRS 0 0 0701 ST PAUL

ST BALTIMORE, MD 21202GABRIELLA E MORRIS TRUSTEE 3 3 HRS 25,000 0 0701 ST PAUL ST BALTIMORE,

MD 21202SAM J ZAMARRIPA TRUSTEE 3 3 HRS 25,000 0 0701 ST PAUL ST BALTIMORE, MD 21202DIANA MBONTA TRUSTEE 2 9 HRS 25,000 0 0701 ST PAUL ST BALTIMORE, MD 21202JAMES F WINESTOCK, JR

TRUSTEE 2 9 HRS 0 0 0701 ST PAUL ST BALTIMORE, MD 21202MAURICE AGRESTA TRUSTEE 2 9 HRS 0 0

0701 ST PAUL ST BALTIMORE, MD 21202JOHN MCDEV ITT TRUSTEE 2 9 HRS 0 0 0701 ST PAULST BALTIMORE, MD 21202JOHN M ENGLER TRUSTEE 2 9 HRS 25,000 0 0701 ST PAUL ST BALTIMORE, MD

21202ARNOLD F WELLMAN TRUSTEE 2 9 HRS 0 0 0701 ST PAUL ST BALTIMORE, MD 21202(A) - THE

INDIVIDUALS LISTED ABOVE ARE ALL OF THE TRUSTEES AND CORPORATE OFFICERS OF THE FOUNDATION,AND ARE NOT PAID FULL TIME EMPLOYEES OF THE FOUNDATION WITH THE EXCEPTION OF PATRICK T

MCCARTHY MR MCCARTHY IS LISTED ABOVE IN HIS CAPACITY WITH THE FOUNDATION BOARD, AND IS

INCLUDED IN PART V III, LINE 2 AS A HIGHLY PAID EMPLOYEE OF THE FOUNDATION IN ADDITION TOATTENDING REGULARLY SCHEDULED BOARD AND COMMITTEE MEETINGS, THE TRUSTEES ALSO PARTICIPATE

IN VARIOUS FIELD TRIPS THROUGHOUT THE YEAR AS THEY DEEM NECESSARY

Identifier Return

Reference

Explanation

COMPENSATION OF PART VIII, NAME & ADDRESS TITLE & AVG HRS/WK COMP BENEFIT PLAN EXP ACCTPATRICK T MCCARTHYFIVE HIGHEST-PAID LINE2 PRESIDENT/ 50 HRS 637,202 48,039 0701 ST PAUL ST CEOBALTIMORE, MD 21202 RALPH SMITH SR

EMPLOYEES V P / M D 50 HRS 507,646 48,039 0701 ST PAUL ST OF THE CAMPAIGN FORBALTIMORE, MD 21202

GRADE-LEVEL READINGKATHLEEN FEELY VICE PRESIDENT/ 50 HRS 362,283 48,039 0701 ST PAUL STINNOVATIONBALTIMORE, MD 21202LISA HAMILTON VICE PRESIDENT/ 50 HRS 361,595 53,460 0701 ST

PAUL ST EXTERNAL AFFAIRSBALTIMORE, MD 21202 DONNA STARK V P/ TALENT & 50 HRS 354,445

48,039 0701 ST PAUL ST LEADERSHIP DEVBALTIMORE, MD 21202

Identifier Return

Reference

Explanation

submissions PT XV, Q 2B - NO SPECIAL FORM IS REQUIRED IN MAKING A REQUEST FOR A FOUNDATION GRANT ORGANIZATIONSRestrictions & 2b & 2d WISHING TO MAKE PROPOSALS TO THE FOUNDATION SHOULD SUBMIT A LETTER OF NO MORE THAN THREE

Limits on TYPEWRITTEN PAGES OUTLINING THEIR PROPOSAL, THE GOALS OF THE PROJECT, THE POPULATION

Awards SERVED, THE AMOUNT OF FUNDS REQUESTED, AND A BRIEF HISTORY OF THE ORGANIZATION PLEASE DONOT SEND VIDEO-TAPES, COMPUTER DISKS, BINDERS, OR OTHER BULKY MATERIAL FOUNDATION STAFF

MEMBERS WILL REVIEW THE MATERIAL AND REPLY IN WRITING AFTER APPROXIMATELY 30 DAYS UPON

REVIEW, THE FOUNDATION MAY REQUEST SUBMISSION OF A FORMAL APPLICATION AND ADDITIONALINFORMATION 2D - THE ANNIE E CASEY FOUNDATION IS A PRIVATE CHARITABLE ORGANIZATION DEDICATED

TO HELPING BUILD BETTER FUTURES FOR DISADVANTAGED CHILDREN IN THE UNITED STATES THE PRIMARY

MISSION OF THE FOUNDATION IS TO FOSTER PUBLIC POLICIES, HUMAN SERVICE REFORMS, AND COMMUNITYSUPPORTS THAT MORE EFFECTIVELY MEET THE NEEDS OF TODAY'S VULNERABLE CHILDREN AND FAMILIES

IN PURSUIT OF THIS GOAL, THE FOUNDATION MAKES GRANTS, PROVIDES SERVICES, AND OFFERS

TECHNICAL ASSISTANCEAIMED AT HELPING STATES, CITIES, AND NEIGHBORHOODS FASHION MOREINNOVATIVE, COST-EFFECTIVE RESPONSES TO THESE NEEDS IN GENERAL, THE GRANT MAKING OF THE

ANNIE E CASEY FOUNDATION IS LIMITED TO SERVICES, INITIATIVES, AND RESEARCH THAT HAVE

SIGNIFICANT POTENTIAL TO DEMONSTRATE INNOVATIVE POLICY, PRACTICE, AND COMMUNITY SUPPORTSFOR CHILDREN AND FAMILIES MOST GRANTEES HAVE BEEN INVITED BY THE FOUNDATION TO PARTICIPATE

IN THESE PROJECTS THE FOUNDATION DOES NOT SUPPORT CAPITAL PROJECTS THAT ARE NOT AN

INTEGRAL PART OF A FOUNDATION-SUPPORTED INITIATIVE BECAUSE ITS GRANT MAKING SEEKS TO BENEFITDISADVANTAGED CHILDREN AND THEIR FAMILIES, THE FOUNDATION ANNUALLY DECLINES A VERY LARGE

NUMBER OF OTHERWISE WORTHY PROPOSALS THAT DO NOT MEET THIS OBJECTIVE

Identifier Return Reference Explanation

BASIS ADJUSTMENT OF

ASSETS

PART IV - CAPITAL GAINS

AND LOSSES

THE BASIS OF THOSE ASSETS ACQUIRED BY THE FOUNDATION BEFORE 1-1-70

HAVE BEEN ADJUSTED TO THE 12-31-69 VALUE IN COLUMN 1(G)

Identifier Return

Reference

Explanation

PART VII-B, INFORMATION RELATING TO EXPENDITURE RESPONSIBILITY GRANTS & PROGRAM RELATED INVESTMENTS THEQUESTION 5a FOUNDATION HAS COMPLIED WITH THE INTERNAL REVENUE CODES EXPENDITURE RESPONSIBILITY

(4), b and c, REQUIREMENTS FOR ALL GRANTS TO (1) ORGANIZATIONS WHICH ARE NOT DESCRIBED IN PARAGRAPH (1), (2)

Taxes on OR (3) OF INTERNAL REVENUE CODE SECTION 509(A), AND (2) ORGANIZATIONS WHICH ACT AS FISCAL AGENTTaxable FOR OTHER ORGANIZATIONS THE REQUIRED INFORMATION UNDER THE EXPENDITURE RESPONSIBILITY RULES IS

Expenditures ATTACHED TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, AND BASED ON FINANCIAL REPORTS

FURNISHED BY THE GRANTEES, NO PART OF ANY GRANT AMOUNT HAS BEEN USED FOR OTHER THAN ITSINTENDED PURPOSEGRANTEES 1 ACHIEVING THE DREAM, INC 2 ADVOCATES FOR CHILDREN & YOUTH, INC 3

ALLIANCE FOR CHILDREN AND FAMILIES, INC 4 AMERICAN COMMUNITIES TRUST5 AMERICAS PROMISE - THE

ALLIANCE FOR YOUTH6 AMERICAS PROMISE -THE ALLIANCE FORYOUTH7 AMERICA'S PROMISE- THEALLIANCE FOR YOUTH8 APPALACHIAN COMMUNITY CAPITAL CORPORATION9 ARKANSAS ASSOCIATION OF

TWO-YEAR COLLEGES10 ASSOCIATION OF BALTIMORE AREA GRANTMAKERS, INC 11 ASSOCIATION OF

BALTIMOREAREA GRANTMAKERS, INC 12 BALTIMORE ALLIANCE FOR CAREERS IN HEALTHCARE, INC 13BALTIMORE CITY FOUNDATION, INC 14 BALTIMORE CITY FOUNDATION, INC 15 BALTIMORE CITY FOUNDATION,

INC 16 BALTIMORE CITY HEALTH DEPARTMENT17 BALTIMORE COMMUNITY FOUNDATION, INC 18 BALTIMORE

COMMUNITY FOUNDATION, INC 19 BALTIMORE COMMUNITY FOUNDATION, INC 20 BALTIMORE COMMUNITYFOUNDATION, INC 21 BALTIMORE COMMUNITY FOUNDATION, INC 22 BIG BROTHERS BIG SISTERS OF

AMERICA23 BROWN UNIVERSITY24 CAPITAL WORKFORCE PARTNERS, INC 25 CARING COMMUNITIES, INC 26

CASE COMMONS, INC 27 CENTER FOR AMERICAN PROGRESS28 CENTER FOR ETHICAL LEADERSHIP29 CENTERFOR PUBLIC POLICY R IORffIES30 CENTER FOR THE STUDY OF SOCIAL POLICY 31 CENTER FOR THE STUDY OF

SOCIAL POLICY32 CENTER FOR THE STUDY OF SOCIAL POLICY33 CENTER ON BUDGET AND POLICY

PRIORITIES34 CHILD AND FAMILY POLICY CENTER35 CHILD TRENDS, INC 36 CHILD TRENDS, INC 37 CITY OFBALTIMORE DEVELOPMENT CORPORATION38 COALITION FOR JUVENILE JUSTICE39 COLORADO CHILDREN'S

CAMPAIGN40 COMMUNITY DEVELOPMENT CORPORATION OF BROWNSVILLE41 COMMUNITY DEVELOPMENT

CORPORATION OF BROWNSVILLE42 COMMUNITY ORGANIZING AND FAMILY ISSUES43 CONSUMER

FEDERATION OF AMERICA, INC 44 CRIMINAL JUSTICE COORDINATING COUNCIL45 DELAWARE DEPARTMENT OFSERVICES FOR CHILDREN, YOUTH AND THEIR FAMILIES46 DEMOS A NETWORK FOR IDEAS AND ACTION,

LTD 47 DRCCEL UNIVERSITY48 ECONOMIC ALLIANCE OF GREATER BALTIMORE FOUNDATION, INC 49 EQUITY

MATTERS, INC 50 FAMILY LEAGUE OF BALTIMORE CITY, INC 51 FAMILY VALUES AT WORK A MULTI-STATECONSORTIUM, INC 52 FLORIDA PHILANTHROPIC NETWORK53 FOOD RESEARCH & ACTION CENTER, INC 54

FUND FOR EDUCATIONAL CCCELLENCE55 FUND FOR EDUCATIONAL OCCELLENCE56 FUSION PARTNERSHIPS,

INC 57 FUSION PARTNERSHIPS, INC 58 FUSION PARTNERSHIPS, INC 59 FUSION PARTNERSHIPS, INC 60 FUSIONPARTNERSHIPS, INC 61 FUSION PARTNERSHIPS, INC 62 FUSION PARTNERSHIPS, INC 63 FUSION PARTNERSHIPS,

INC 64 GAMALIEL FOUNDATION65 GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION, INC 66 GOODWILL

INDUSTRIES INTERNATIONAL, INC 67 HAWAII STATE JUDICIARY68 HEALTH RESOURCES IN ACTION, INC 69HEALTHY NEIGHBORHOODS, INC 70 INDIANA UNIVERSITY OF PA- RESEARCH INSTITUTE71 INDIANA YOUTH

INSTITUTE, INC 72 INNOVATION NETWORK, INC 73 JACOBS CENTER FOR NEIGHBORHOOD INNOVATION74

JEWISH FAMILY AND CHILDREN'S SERVICE75 JIM CASEY YOUTH OPPORTUNITIES INITIATIVE, INC 76 JIM CASEYYOUTH OPPORTUNITIES INITIATIVE, INC 77 JOB OPPORTUNITIES TASK FORCE, INC 78 JOB OPPORTUNITIES TASK

FORCE, INC 79 JOBS FOR THE FUTURE, INC 80 JOBS FOR THE FUTURE, INC 81 JOBS FOR THE FUTURE, INC 82

JUVENILE LAW CENTER83 JUVENILE LAW CENTER84 JUVENILE LAW CENTER85 KABOOM' INC 86 KEYSTONERESEARCH CENTER, INC 87 KNOWLEDGEWORKS FOUNDATION DBA STRIVETOGE-FHER88 LOCAL INITIATIVES

SUPPORT CORPORATION89 MARION COUNTY COMMISSION ON YOUTH, INC DBA MCCOY INC 90 MDRC91

MEDICAL UNIVERSITY OF SOUTH CAROLINA92 MISSION INVESTORS EXCHANGE93 NATIONAL CONSUMER LAWCENTER, INC 94 NATIONAL LEAGUE OF CITIES INSTITUTE, INC 95 NATIONAL NEWSPAPER PUBLISHERS

ASSOCIATION, INC 96 NEW JERSEY POLICY PERSPECTIVE, INC 97 NEW MEXICO EDUCATORS FEDERAL CREDIT

UNION98 NEW VENTURE FUND99 NEW VENTURE FUND100 NEW YORK STATE COUNCIL ON CHILDREN ANDFAMILIES101 OKLAHOMA INSTITUTE FOR CHILD ADVOCACY 102 PARENTS AS TEACHERS NATIONAL CENTER,

INC 103 PENNSYLVANIA COUNCIL OF CHIEF JUVENILE PROBATION OFFICERS104 PHILADELPHIA YOUTH

NETWORK, INC 105 PHILANTHROPY NEW YORK, INC 106 PIERCE COUNTY JUVENILE COURT107 POINTS OF

LIGHT FOUNDATION108 POP TECH INSTITUTE1 09 PRESIDENT AND FELLOWS OF HARVARD COLLEGE1 10PURDUE UNIVERSITY 111 RASMUSON FOUNDATION112 RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF

NEW YORK1 13 ROCKEFELLER PHILANTHROPY ADVISORS, INC 114 SEATTLE INTERNATIONAL FOUNDATION1 15SINGLE STOP USA1 16 SPOONFUL OF HONEY JOBS AND SECURITY INITIATIVE, INC 117 STATE OF ALABAMA,

DEPA RTMENT OF YOUTH SERVICES 118 STRONG CITY BALTIMORE, INC 119 STRONG CITY BALTIMORE, INC 120

STRONG CITY BALTIMORE, INC 121 STRONG CITY BALTIMORE, INC 122 THE ASPEN INSTITUTE, INC 123 THE

COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION124 THE COMMUNITY FOUNDATION FOR THENATIONAL CAPITAL REGION125 THE FLAMBOYAN FOUNDATION126 THE HEALTH FEDERATION OF

PHILADELPHIA127 THE SHELTERING ANNS128 THE TIDES FOUNDATION129 THE TIDES FOUNDATION130 THE

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK131 TIDES CENTER132 TIDES CENTER133TIDES CENTER1 34 TIDES CENTER1 35 TIDES CENTER1 36 TIDES CENTER1 37 TIDES CENTER1 38 TIDES

CENTER1 39 TRF DEVELOPMENT PARTNERS, INC 140 UNITED WAY OF METROPOLITAN ATLANTA, INC 141

UNITED WAY OF METROPOLITAN ATLANTA, INC 142 UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY 143URBAN STRATEGIES, INC 144 VILLAGE LEARNING PLACE, INC 145 WESTMINSTER FOUNDATION146

WORKFORCE ALLIANCE, INC 147 YOUR HEALTH NETWORK, INC 148 YOUTH POLICY INSTITUTE OF IOWA 149

YOUTHBUILD USAPROGRAM RELATED 150 BAY AREA EQUITY FUND, I, L P 151 BRIDGES VENTURES U SSUSTAINABLE GROWTH FUND, L P 152 CASE COMMONS, INC 153 EAST BALTIMORE DEVELOPMENT INC (EBDI)

154 REAL ESTATE ALLIANCE PARTNERS GROUP LLC1 55 SUN INITIATIVE FINANCING LLC

Identifier Return Reference Explanation

ELECTION UNDER PART XIII - LINE 7THE FOUNDATION ELECTS UNDER REGULATIONS SECTION 53 4942(A)-3(C)(2)(IV) TO

REGULATIONS TREAT $683,560 OF THE EXCESS DISTRIBUTIONS FROM 2010 AS A CURRENT DISTRIBUTION OUT OFSECTION 53 4942(A)-3 CORPUS TO SATISFY THE QUALIFYING DISTRIBUTION REQUIREMENTS IMPOSED BY SECTIONS 4942(G)

(C)(2)(IV) (3) AND 170(B)(1) SUCH DISTRIBUTION WAS TREATED UNDER REGULATIONS SECTION 53 4942(A)-3

(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS IN PRIOR TAXABLE YEAR 2010 PATRICK MCCARTHY,TRUSTEE, ASST TREASURER & ASST SECRETARY, 10/15/16

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Investments Corporate Bonds Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Name of Bond End of Year BookValue

End of Year FairMarket Value

A VOCE CLO LTD 1A A2A 144A 993,729 969,370

ACTAVIS FUNDING SCS 124,943 125,224

ADT CORP/THE 240,625 248,750

AIRCASTLE LTD 922,250 886,661

ALIBABA GROUP HOLDING LTD 398,180 394,988

ALLY FINANCIAL INC 250,000 248,750

ALLY FINANCIAL INC 254,063 250,625

ALLY FINANCIAL INC 267,750 257,500

ALM XII LTD 12A Al 144A 997,300 995,009

AMERICAN EXPRESS CREDIT CORP 751,733 744,263

ARES XXXVIII CLO L 38A B1 144A 993,700 993,700

BABSON CLO LTD 2014 3A B1 144A 997,000 997,000

BANK OF AMERICA CORP 1,028,879 999,692

BANK OF AMERICA CORP 2,357,459 2,206,519

BANK OF NEW YORK MELLON CORP/T 445,311 448,398

BANK OF NOVA SCOTIA/THE 121,750 108,438

BANK OF TOKYO-MITSUBISHI 144A 454,185 450,846

BIRCHWOOD PARK CLO L 1A A 144A 1,000,000 985,180

BLUEMOUNTAIN CLO 201 4A B 144A 625,000 625,000

BRAZIL NOTAS DO TESOURO NACION 1,109,192 716,821

Name of Bond End of Year BookValue

End of Year FairMarket Value

CAPITAL ONE FINANCIAL CORP 488,853 463,676

CARLYLE GLOBAL MAR 3A AlA 144A 1,000,000 995,310

CASE NEW HOLLAND INDUSTRIAL IN 1,371,000 1,269,000

CIFC FUNDING 2014-V 5A Al 144A 997,400 988,650

CIT GROUP INC 825,000 818,000

CIT GROUP INC 936,090 924,192

CITIGROUP INC 204,929 202,702

COMMONWEALTH EDISON CO 686,400 666,516

CONSTELLATION BRANDS INC 727,495 703,800

DAIMLER FINANCE NORTH AME 144A 414,392 404,780

DAIMLER FINANCE NORTH AME 144A 453,281 450,621

DISH DBS CORP 1,560,938 1,530,000

EATON VANCE CLO 2014 1A A 144A 1,000,000 991,978

FIAT CHRYSLER AUTOMOBILES NV 402,560 405,000

FORD MOTOR CO 937,258 875,924

FORD MOTOR CREDIT CO LLC 470,048 454,995

FRESENIUS MEDICAL CARE US FINA 551,250 533,750

GENERAL MOTORS FINANCIAL CO IN 1,301,624 1,303,964

GEORGIA-PACIFIC LLC 794,334 743,424

GEORGIA-PACIFIC LLC 144A 571,325 551,530

Name of Bond End of Year BookValue

End of Year FairMarket Value

GOLDMAN SACHS GROUP INC/THE 759,600 768,752

GOLDMAN SACHS GROUP INC/THE 1,202,830 1,168,940

GOLDMAN SACHS GROUP INC/THE 2,565,150 2,522,200

GOODYEAR TIRE & RUBBER CO/THE 543,438 525,625

HCA INC 1,146,250 1,107,500

HILAND PARTNERS LP / HILA 144A 546,250 505,000

HILTON HOTELS 9/13 COV-LITE 741,227 739,145

ICAHN ENTERPRISES LP / ICAHN E 778,124 743,250

ICAHN ENTERPRISES LP / ICAHN E 900,000 904,500

INTERNATIONAL LEASE FINANCE CO 748,124 748,125

JPMORGAN CHASE & CO 994,250 1,014,820

KRAFT HEINZ FOODS CO 206,934 203,908

KRAFT HEINZ FOODS CO 403,850 408,803

L BRANDS INC 1,151,250 1,127,500

L-3 COMMUNICATIONS CORP 418,616 406,016

LIBERTY MUTUAL GROUP INC 144A 1,061,250 930,000

MADISON PARK FUNDI 12A B1 144A 1,000,000 996,060

MARSH & MCLENNAN COS INC 254,898 251,973

MORGAN STANLEY 1,147,380 1,103,600

MOUNTAIN VIEW CLO 10A B1 144A 1,000,000 997,280

Name of Bond End of Year BookValue

End of Year FairMarket Value

NEW YORK LIFE GLOBAL FUND 144A 402,332 399,128

NRG ENERGY INC 318,000 291,000

OAKTREE EIF II SERI B1A A 144A 1,000,000 991,672

ORACLE CORP 1,001,010 1,012,910

OZLM XIII LTD 13A A2 144A 989,530 1,000,000

PACIFIC BELL TELEPHONE CO 642,895 607,615

PACIFICORP 1,261,010 1,213,390

PETROLEOS MEXICANOS 144A 1,021,938 696,829

PRESIDENT AND FELLOWS OF 144A 737,583 724,227

PSEG POWER LLC 464,067 453,645

QVC INC 299,580 278,229

RESOLUTION FDG CORP PRIN STRIP 899,050 931,030

ROYAL BANK OF SCOTLAND GROUP P 996,880 1,013,160

ROYAL BANK OF SCOTLAND NV 634,014 618,636

ROYAL BANK OF SCOTLAND PLC/THE 199,480 195,682

SABMILLER HOLDINGS INC 144A 460,422 453,465

SOUTHWESTERN ELECTRIC POWER CO 272,418 258,393

SYNCHRONY FINANCIAL 501,750 497,710

TENNECO INC 1,077,350 1,035,000

TEVA PHARMACEUTICAL FINANCE CO 461,725 , 452,786

Name of Bond End of Year BookValue

End of Year FairMarket Value

TOLL BROTHERS FINANCE CORP 518,750 510,000

TOLL BROTHERS FINANCE CORP 1,207,500 1,115,000

TOYOTA MOTOR CREDIT CORP 557,220 544,030

TOYOTA MOTOR CREDIT CORP 995,880 1,003,940

UNITED RENTALS NORTH AMERICA I 666,000 627,750

VERIZON COMMUNICATIONS INC 86,592 81,917

VERIZON COMMUNICATIONS INC 1,008,180 1,003,480

WEATHER CHANNEL 6/13 2ND LIEN 1,000,000 995,940

WILLIAMS PARTNERS LP / ACMP FI 320,700 283,791

WYNN LAS VEGAS LLC / WYNN LAS 1,039,600 950,230

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Investments Corporate Stock Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Name of Stock End of Year BookValue

End of Year FairMarket Value

3M CO 1,531,156 1,727,087

8X8INC 341,171 514,678

ABBOTT LABORATORIES 495,193 494,459

ABBVIE INC 1,035,383 1,491,959

ACADIA PHARMACEUTICALS INC 443 117,966

ADAGE CAPITAL PARTNERS LP 180,308,856 183,484,715

ADDUS HOMECARE CORP 227,672 219,996

AKAMAI TECHNOLOGIES INC 420,135 588,561

ALAMO GROUP INC 293,034 294,365

ALLOT COMMUNICATIONS LTD 222,874 226,398

ANALOG DEVICES INC 844,487 978,058

ANIXTER INTERNATIONAL INC 463,327 410,652

ANSYS INC 307,685 614,015

APOGEE ENTERPRISES INC 171,348 258,885

APPLIED MICRO CIRCUITS CORP 112,298 104,150

APPLIED OPTOELECTRONICS INC 311,379 322,608

ARTHUR J GALLAGHER & CO 573,150 645,624

ARTISAN INTL VALUE FUND-INS 55,526,384 61,637,716

ASTRONICS CORP 97,816 232,088

ATWOOD OCEANICS INC 469,168 132,448

AUTOMATIC DATA PROCESSING INC 559,819 770,528

BARRACUDA NETWORKS INC 5,467 63,755

BAZAARVOICE INC 11,150 26,714

BB&T CORP 1,349,881 1,314,086

BIOGEN INC 398,566 363,025

BIO-RAD LABORATORIES INC 366,246 495,710

BIOTELEMETRY INC 223,224 186,296

BLACKBAUD INC 189,110 510,152

BLACKROCK INC 1,187,127, 1,501,692

BLOUNT INTERNATIONAL INC 769,496 624,897

Name of Stock End of Year BookValue

End of Year FairMarket Value

BORGWARNER INC 441,743 414,100

BRADY CORP 585,971 461,898

BRINK'S CO/THE 514,496 569,264

BRISTOW GROUP INC 1,210,408 595,700

BUFFALO WILD WINGS INC 399,384 415,569

CALAMP CORP 182,878 208,269

CALIX INC 303,807 266,006

CAMBREX CORP 195,498 435,583

CAPELLA EDUCATION CO 124,171 177,947

CARMIKE CINEMAS INC 215,724 173,197

CARROLS RESTAURANT GROUP INC 302,401 405,030

CAVCO INDUSTRIES INC 250,592 345,737

CELGENE CORP 474,795 589,698

CF LARGE CAP STOCK INDEX FUND 8,769,658 6,505,762

CHARLES RIVER LABORATORIES INT 307,859 803,900

CHEFS' WAREHOUSE INC/THE 228,953 197,658

CHIPOTLE MEXICAN GRILL INC 221,997 184,262

CIRCOR INTERNATIONAL INC 222,159 221,288

CISCO SYSTEMS INC 1,230,999 1,608,391

CITI TRENDS INC 178,916 336,813

CLOVIS ONCOLOGY INC 43,168 133,070

COCA-COLA CO/THE 662,434 779,509

CONTANGO OIL & GAS CO 504,233 54,485

CROSS COUNTRY HEALTHCARE INC 360,040 516,285

CROWN CASTLE INTERNATIONAL COR 1,293,382 1,339,111

CVENT INC 90,498 404,293

DEVRY EDUCATION GROUP INC 100,208 88,585

DICK'S SPORTING GOODS INC 624,932 562,701

DIODES INC 393,993, 412,376

DSW INC 367,635 232,015

Name of Stock End of Year BookValue

End of Year FairMarket Value

DUN & BRADSTREET CORP/THE 289,823 353,362

ECHO GLOBAL LOGISTICS INC 264,564 285,460

EMERSON ELECTRIC CO 1,179,200 1,056,804

EPLUS INC 153,206 247,139

ESCO TECHNOLOGIES INC 215,210 213,226

ETHAN ALLEN INTERIORS INC 235,044 233,688

ETSY INC 45,944 181,918

EVERCORE PARTNERS INC 463,125 454,945

EXPONENT INC 156,933 454,545

FABRINET 272,745 413,277

FACEBOOK INC 201,477 5,965,620

FACTSET RESEARCH SYSTEMS INC 203,656 552,088

FAIR ISAAC CORP 130,063 395,556

FARMER BROTHERS CO 312,357 354,970

FASTENAL CO 1,075,497 1,042,747

FEDERATED NATIONAL HOLDING CO 248,065 236,480

FEI CO 427,259 583,504

FIRST AMERICAN FINANCIAL CORP 334,653 664,150

FOX FACTORY HOLDING CORP 352,349 334,733

FRANKLIN RESOURCES INC 432,349 299,089

FTD COS INC 235,953 197,584

GANNETT CO INC 46,758 147,425

GENERAL ELECTRIC CO 782,976 1,095,701

GENERATION IM GLOBAL EQUITY FD 31,675,322 34,075,997

GENTHERM INC 635,498 603,118

GP STRATEGIES CORP 325,865 325,175

GREEN DOT CORP 160,392 131,360

GUIDEWIRE SOFTWARE INC 29,023 195,460

HASBRO INC 628,783, 787,438

HERITAGE-CRYSTAL CLEAN INC 297,092 210,940

Name of Stock End of Year BookValue

End of Year FairMarket Value

HIGHCLERE INTERNATIONAL INVEST 23,549,297 21,424,069

HOME DEPOT INC/THE 1,490,206 1,698,751

HORACE MANN EDUCATORS CORP 93,903 205,716

IDEX CORP 178,541 344,745

IMMERSION CORP 310,533 315,403

INDEPENDENT BANK GROUP INC 237,703 171,200

INOGEN INC 96,024 168,378

INTER PARFUMS INC 143,146 204,852

INTERFACE INC 217,231 315,810

INTERNATIONAL SPEEDWAY CORP 507,776 640,680

JANUS CAPITAL GROUP INC 235,760 439,608

JAZZ PHARMACEUTICALS PLC 549,614 529,349

JB HUNT TRANSPORT SERVICES INC 208,528 461,581

JM SMUCKER CO/THE 579,987 609,300

JOHN BEAN TECHNOLOGIES CORP 150,257 381,200

JOHNSON & JOHNSON 1,052,420 1,277,323

JONES LANG LASALLE INC 307,213 671,412

JPMORGAN CHASE & CO 1,561,815 1,710,507

KENNAMETAL INC 810,772 495,360

KIMBERLY-CLARK CORP 1,066,622 1,779,654

KRISPY KREME DOUGHNUTS INC 211,996 210,980

LAZARD LTD 481,283 666,148

LEMAITRE VASCULAR INC 220,112 491,625

LHC GROUP INC 166,042 335,146

LIFETIME BRANDS INC 347,222 275,583

LINKEDIN CORP 34,278 79,903

LITTELFUSE INC 365,404 749,070

LOCKHEED MARTIN CORP 730,626 1,241,012

LUMBER LIQUIDATORS HOLDINGS IN 425,870 149,296

LYDALL INC 230,461 358,348

Name of Stock End of Year BookValue

End of Year FairMarket Value

LYONDELLBASELL INDUSTRIES NV 890,234 952,424

MADISON SQUARE GARDEN CO/THE 228,312 442,199

MANNING & NAPIER INC 364,654 209,703

MARKETO INC 123,618 268,869

MASIMO CORP 464,077 474,957

MASTERCARD INC 360,381 466,646

MATERION CORP 235,099 198,800

MATTHEWS INTERNATIONAL CORP 161,931 240,525

MAXIM INTEGRATED PRODUCTS INC 795,022 918,840

MAXIMUS INC 435,677 367,256

MCBC HOLDINGS INC 198,104 198,650

MERCK & CO INC 1,110,177 1,250,249

MEREDITH CORP 310,681 386,006

MESA LABORATORIES INC 253,302 318,400

MICHAEL KORS HOLDINGS LTD 967,018 548,582

MICROSOFT CORP 1,138,825 2,062,745

MITCHAM INDUSTRIES INC 365,667 67,725

MONDRIAN INTL SMALL CAP EQUITY 34,231,040 30,771,172

MSC INDUSTRIAL DIRECT CO INC 329,182 285,233

MSG NETWORKS INC 136,757 224,640

MTS SYSTEMS CORP 549,528 551,667

NANOMETRICS INC 253,986 249,053

NATUS MEDICAL INC 83,403 350,765

NAVIGANT CONSULTING INC 301,448 298,716

NAVIGATOR HOLDINGS LTD 232,674 204,068

NEWPORT CORP 328,063 283,280

NEXTERA ENERGY INC 1,180,598 1,427,968

NIMBLE STORAGE INC 2,540 45,908

NN INC 193,580, 204,032

NORWEGIAN CRUISE LINE HOLDINGS 545,173 550,840

Name of Stock End of Year BookValue

End of Year FairMarket Value

NVR INC 227,545 463,326

OCCIDENTAL PETROLEUM CORP 1,362,297 1,298,112

OMNICELL INC 109,588 242,424

PACIFIC CONTINENTAL CORP 226,959 258,912

PALO ALTO NETWORKS INC 4,018 246,596

PALO ALTO NETWORKS INC 274,328 300,143

PAREXEL INTERNATIONAL CORP 200,822 560,015

PARK CITY GROUP INC 203,462 179,186

PAYCHEX INC 1,494,522 1,818,887

PEOPLE'S UTAH BANCORP 135,557 137,043

PEPSICO INC 1,517,749 1,611,210

PFIZER INC 1,579,393 1,543,791

PHOTRONICS INC 158,235 217,252

PNC FINANCIAL SERVICES GROUP I 1,268,738 1,392,479

POLARIS INDUSTRIES INC 617,418 360,646

POTBELLY CORP 345,630 286,895

PRIVATEBANCORP INC 104,223 303,548

PROVIDENCE SERVICE CORP/THE 287,411 330,786

PUBLIC STORAGE 762,441 943,737

PULTEGROUP INC 287,697 439,370

QUALCOMM INC 1,078,580 833,500

QUANTA SERVICES INC 701,406 620,318

RENTRAK CORP 336,196 323,204

REPLIGEN CORP 87,946 289,973

RESTORATION HARDWARE HOLDINGS 737,691 641,559

ROSETTA STONE INC 335,309 149,187

SAGENT PHARMACEUTICALS INC 217,686 223,536

SAIA INC 223,379 203,588

SERVICENOW INC 58,428 2,337,120

SHIRE PLC 867,320 , 891,955

Name of Stock End of Year BookValue

End of Year FairMarket Value

SILICON GRAPHICS INTERNATIONAL 293,310 288,510

SIMPSON MANUFACTURING CO INC 449,987 522,495

SOLARW INDS INC 153,513 221,759

SOTHEBY'S 131,249 115,920

SPECTRA ENERGY CORP 1,408,003 1,053,121

SSGA COMMUNITY INVESTING INDEX 8,057,975 10,461,656

STATE BANK FINANCIAL CORP 211,860 262,875

STERICYCLE INC 260,727 317,057

STERLING CONSTRUCTION CO INC 194,830 281,808

STIFEL FINANCIAL CORP 598,708 704,786

SURMODICS INC 332,020 269,591

SYKES ENTERPRISES INC 261,061 472,473

T ROWE PRICE GROUP INC 964,688 857,880

T ROWE PRICE GROUP INC 786,463 907,351

TARGET CORP 1,107,860 958,089

TEAM INC 217,847 161,398

TEAM INC 436,622 581,672

TEGNA INC 279,673 541,024

TESARO INC 18,645 278,709

TOLL BROTHERS INC 341,728 441,625

TOWER SEMICONDUCTOR LTD 115,834 125,134

TRACTOR SUPPLY CO 481,875 657,666

TREVENA INC 7,408 19,446

TWITTER INC 22,887 66,689

ULTA SALON COSMETICS & FRAGRAN 544,837 1,019,535

UNDER ARMOUR INC 340,539 285,359

UNITED NATURAL FOODS INC 413,218 271,112

UNITED PARCEL SERVICE OF AMERICA 38,243,343 433,662,419

UNIVERSAL ELECTRONICS INC 85,262 85,087

US PHYSICAL THERAPY INC 162,763 348,920

Name of Stock End of Year BookValue

End of Year FairMarket Value

US SILICA HOLDINGS INC 694,425 486,980

VALUEACT CAPITAL INTERNATIONAL 52,688,160 50,573,550

VEECO INSTRUMENTS INC 218,892 196,348

VENTAS INC 1,239,834 1,207,884

VIPSHOP HOLDINGS LTD 24,602 577,863

VONAGE HOLDINGS CORP 336,677 433,944

VONTOBEL GLOBAL EMERGING 24,898,787 27,192,568

WALTER SCOTT INTERNATIONAL 57,151,333 54,806,284

WASATCH EMERGING MKT S/C FD 56,680,179 54,541,830

WATERS CORP 201,625 413,430

WAYFAIR INC 20,973 133,622

W EC ENERGY GROUP INC 1,025,169 1,217,843

W ELLTOW ER INC 1,025,760 1,227,942

WGI EMERGING MARKETS FUND NFO 71,052,441 58,339,474

WNS HOLDINGS LTD 150,799 452,255

WORKDAY INC 37,115 896,161

YADKIN FINANCIAL CORP 242,953 285,680

ZEBRA TECHNOLOGIES CORP 505,057 585,060

ZELTIQ AESTHETICS INC 49,323 411,089

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Investments Government Obligations Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

US Government Securities - End ofYear Book Value : 102,467,147

US Government Securities - End ofYear Fair Market Value : 103,433,724

State & Local GovernmentSecurities - End of Year Book

Value: 0

State & Local GovernmentSecurities - End of Year Fair

Market Value: 0

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Investments - Other Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Category / Item Listed at Cost orFMV

Book Value End of Year FairMarket Value

BLACKSTONE DIST SECURITIES AT COST 16,803 9,263

BRENHAM CAPITAL OFFSHORE AT COST 15,000,000 15,464,281

BRIDGEWATER PURE ALPHA FUNDS AT COST 7,250,000 8,015,601

BROOKSIDE CAYMAN LIMITED AT COST 208,682 284,986

CENTERBRIDGE CREDIT PARTNERS AT COST 23,985,836 21,766,989

CEVIAN CAPITAL II LTD AT COST 25,000,000 26,130,550

DAVIDSON KEMPNER AT COST 15,238,533 21,830,004

DISCOVERY GLOBAL OPPORTUNITY AT COST 17,426,489 25,870,394

DRAGON BILLION CHINA FUND AT COST 25,000,000 30,288,090

ELLIOT INTERNATIONAL LTD AT COST 33,546,181 49,695,446

ETON PARK OVERSEAS FUND LTD AT COST 1,583,091 1,450,590

FCOI II HOLDINGS LP AT COST 563,350 710,245

GREENLIGH CAPITAL OFFSHORE LTD AT COST 17,000,000 22,561,138

HIGHFIELDS CAPITAL IV AT COST 26,041,871 24,715,888

KALORAMA SPECIAL PRODUCTS FUND AT COST 8,250,000 8,688,958

KING STREET CAPITAL LP AT COST 1,641,595 2,131,596

LANSDOWNE UK EQUITY FUND LTD AT COST 18,223,518 31,813,338

LAURION CAPITAL LTD AT COST 5,000,000 6,167,253

NEON LIBERTY LORIKEET FUND AT COST 46,000,000 40,412,218

OSS OVERSEAS LTD AT COST 684,604 93,275

OZ OVERSEAS FUND II LTD AT COST 35,483,809 49,493,540

PHARO MACRO FUND LTD AT COST 7,000,000 8,319,560

SHEPARDINVESTMENTS AT COST 110,559 86,101

STONE MILLINER MACRO FUND AT COST 7,000,000 7,150,767

TPG AXON PARTNERS OFFSHORE LTD AT COST 406,939 274,428

VARDE INVESTMENT PARTNERS LTD AT COST 25,741,715 28,161,879

VIKING GLOBAL EQUITIES III AT COST 15,835,954 28,912,063

ARCLIGHT ENERGY III AT COST 0 480,242

ARCLIGHT FEEDER FUND IV LLC AT COST 2,131,455 1,561,624

CARLYLE RIVERSTONE GBL ENERGY AT COST 8,574,255 , 4,802,846

Category/ Item Listed at Cost orFMV

Book Value End of Year FairMarket Value

ENCAP ENERGY CAPITAL FUND X LP AT COST 303,260 303,260

GENERATION IM CLIMATE SOLUTION AT COST 4,858,276 2,779,823

KEROGEN ENERGY FUND II LP AT COST 540,050 480,267

KEROGEN ENERGY FUND LP AT COST 3,928,611 5,119,257

LYME FOREST FUND INC AT COST 1,089,669 1,911,895

MERIT ENERGY PARTNERS F-11 LP AT COST 4,135,218 2,825,228

MERIT ENERGY PARTNERS I LP AT COST 239,447 246,103

NATURAL GAS PARTNERS IX LP AT COST 2,822,594 2,102,031

NATURAL GAS PARTNERS VIII LP AT COST 7,151,583 5,858,492

NGP NATURAL RESOURCES X LP AT COST 5,116,545 4,880,009

NGP NATURAL RESOURCES XI LP AT COST 796,963 747,479

RESOURCE CAPITAL FD IV LP AT COST 1,640,045 749,885

RESOURCE CAPITAL FUND VI LP AT COST 5,106,034 4,501,633

RESOURCE CAPITAL V AT COST 7,089,296 3,889,539

RIVERSTONE GLOBAL ENERGY AND AT COST 9,971,243 9,159,241

RIVERSTONE/CARLYLE GLOBAL AT COST 4,418,119 3,669,976

RIVERSTONE/CARLYLE RENEWABLE AT COST 3,479,415 3,971,555

VANGUARD PREC MTL & MIN-INV AT COST 17,168,534 5,329,122

WTC COMMODITIES II AT COST 24,610,633 16,132,997

AMERICAN ASSETS TRUST INC AT COST 392,151 412,263

AMERICAN TOWER CORP AT COST 266,698 275,338

AVALONBAY COMMUNITIES INC AT COST 911,524 1,111,961

BOSTON PROPERTIES INC AT COST 498,365 530,566

BRIXMOR PROPERTY GROUP INC AT COST 430,443 497,164

BROOKDALE SENIOR LIVING INC AT COST 438,817 282,253

CARE CAPITAL PROPERTIES INC AT COST 385,660 370,356

CHESAPEAKE LODGING TRUST AT COST 597,414 498,168

COUSINS PROPERTIES INC AT COST 458,385 401,907

DCT INDUSTRIAL TRUST INC AT COST 413,450 448,814

DDR CORP AT COST 646,874 616,176

Category / Item Listed at Cost orFMV

Book Value End of Year FairMarket Value

EQUINIX INC AT COST 339,248 366,811

EQUITY RESIDENTIAL AT COST 1,150,648 1,577,543

ESSEX PROPERTY TRUST INC AT COST 717,034 1,037,842

EXTRA SPACE STORAGE INC AT COST 429,802 726,850

FEDERAL REALTY INVESTMENT TRUS AT COST 835,138 933,579

GENERAL GROWTH PROPERTIES INC AT COST 436,912 567,056

HEALTHCARE TRUST OF AMERICA IN AT COST 342,061 375,827

HILTON WORLDWIDE HOLDINGS INC AT COST 375,537 296,818

KILROY REALTY CORP AT COST 784,285 757,145

MONOGRAM RESIDENTIAL TRUST INC AT COST 219,915 227,164

PARAMOUNT GROUP INC AT COST 651,451 646,713

PEBBLEBROOK HOTEL TRUST AT COST 416,653 339,883

POST PROPERTIES INC AT COST 462,949 478,013

PROLOGIS INC AT COST 930,756 1,027,548

PUBLIC STORAGE AT COST 555,864 1,136,943

SIMON PROPERTY GROUP INC AT COST 1,567,022 2,657,411

SL GREEN REALTY CORP AT COST 737,291 729,286

SRI EIGHT REIT AT COST 8,395,487 5,648,866

SRI NINE REIT AT COST 1,198,238 1,304,395

SRI SEVEN REIT AT COST 3,081,650 2,092,914

STARWOOD HOTELS & RESORTS WORL AT COST 424,824 414,987

STORE CAPITAL CORP AT COST 349,615 410,060

W ELLTOW ER INC AT COST 1,320,158 1,365,022

WP GLIMCHER INC AT COST 451,477 362,650

BAYNORTH REALTY FUND VI LP AT COST 1,247,766 1,197,123

BPG INVESTMENT PARTNERS VIII AT COST 2,656,501 2,473,002

BPG VII A INVESTMENT AT COST 5,650,788 10,378,374

BRICKMAN FUND III LP AT COST 9,299 5,801

BRICKMAN FUND IV AT COST 730,673 2,295,935

BRICKMAN REAL ESTATE FUND II AT COST 2,134,470 3,465,072

Category / Item Listed at Cost orFMV

Book Value End of Year FairMarket Value

CARMEL PARTNERS INVESTMENT AT COST 3,987,831 6,065,650

CARMEL PARTNERS INVESTMENT FD AT COST 558,473 4,447,964

CP INVESTMENT FUND II LP AT COST 0 572,025

CROW HOLDINGS REALTY PARTNERS AT COST 3,148,040 2,749,726

EUROPA FUND III LP AT COST 2,463,009 2,312,579

KSL CAPITAL PARTNERS II TE AT COST 1,581,499 2,143,854

KSL CAPITAL PARTNERS III LP AT COST 1,774,709 2,028,456

LONE STAR FUND IX US LP AT COST 2,135,283 2,427,453

LONE STAR FUND VI U S LP AT COST 1,833,404 1,578,492

LONE STAR FUND VII(US) LP AT COST 388,364 966,927

LONE STAR FUND VIII (US) LP AT COST 5,015,057 5,936,044

LONE STAR REAL ESTATE FUND AT COST 258,309 335,523

LONE STAR REAL ESTATE FUND III AT COST 6,208,346 6,385,197

LONE STAR REAL ESTATE FUND IV AT COST 1,315,296 1,315,296

PATRON CAPITAL FUND IV LP AT COST 1,868,569 2,325,620

PATRON CAPITAL III AT COST 2,823,134 1,923,064

REALTY FINANCIAL PTRNS VI LP AT COST 5,408,407 6,873,823

AACP TAX EXEMPT INVESTORS III AT COST 5,982,428 8,278,970

ABRY ADVANCED SECS FD III LP AT COST 3,957,729 3,942,164

ABRY PARTNERS VI LP AT COST 1,952,012 3,323,240

ABRY PARTNERS VII L.P. AT COST 3,467,930 5,528,629

ABRY PARTNERS VIII LP AT COST 4,050,892 4,009,567

ABRY SENIOR EQUITY II LP AT COST 1,153,215 921,898

ABRY SENIOR EQUITY III LP AT COST 1,140,855 1,532,968

ABRY SENIOR EQUITY IV L.P. AT COST 2,495,354 2,938,933

ACCEL GROWTH FUND II LP AT COST 2,189,823 3,240,028

ACCEL GROWTH FUND III LP AT COST 3,756,733 3,958,815

ACCEL INDIA IV LP AT COST 1,610,209 1,656,717

ACCEL LONDON IV LP AT COST 2,264,884 2,632,085

ACCEL X LP AT COST 1,800,866 7,335,247

Category / Item Listed at Cost orFMV

Book Value End of Year FairMarket Value

ACCELXI AT COST 1,811,661 2,239,997

ACCEL XII LP AT COST 1,611,435 1,712,994

ARCM US FEEDER FUND II LTD AT COST 15,622,033 17,679,281

ASIA ALTERNATIVE DELAWARE III AT COST 276,235 199,152

ASIA ALTERNATIVES IV CAP AT COST 1,367,745 1,495,319

BAIN CAPITAL ASIA FUND LP AT COST 1,396,637 1,439,786

BAIN CAPITAL FUND IX LP AT COST 5,820,825 3,994,665

BAIN CAPITAL FUND XI LP AT COST 3,497,747 3,483,608

BAIN CAPITAL IX COINVESTMENT AT COST 1,190,110 966,108

BATTERY VENTURES IX AT COST 3,732,217 7,773,524

BATTERY VENTURES VIII LP AT COST 946,907 3,047,923

BATTERY VENTURES VIII SIDE FD AT COST 173,134 284,127

BATTERY VENTURES X L P AT COST 3,858,519 4,656,147

BATTERY VENTURES X SIDE FUND AT COST 1,706,082 2,291,492

BERKSHIRE FUND VIII LP AT COST 3,080,106 3,789,121

CAMBRIDGE RESOURCE FD-BAIN X AT COST 4,314,892 4,548,401

CERBERUS INSTITUTIONAL AT COST 4,557,396 3,888,575

CERBERUS INSTITUTIONAL AT COST 9,724,629 14,334,894

CERBERUS INSTITUTIONAL PTNS VI AT COST 498,021 528,939

CERBERUS INSTL PARTNERS INTL AT COST 3,540,667 5,832,240

CERBERUS OFFSHORE LEVERED LOAN AT COST 8,428,550 7,258,312

CERBERUS OFFSHORE LEVERED LOAN AT COST 22,135,883 21,550,912

DBL EQUITY FUND - BAEF II LP AT COST 4,197,814 5,168,668

DEERFIELD PRIVATE DESIGN FD AT COST 4,427,248 5,266,760

DOVER STREET VI LP AT COST 3,302,389 5,607,241

FOUNDERS FUND V LP AT COST 2,896,218 4,747,809

GENERAL CATALYST GROUP IV LP AT COST 2,423,636 2,132,597

GENERAL CATALYST GROUP V LP AT COST 3,850,120 8,625,879

HARBOURVEST PARTNERS VIII - AT COST 8,240,287 13,774,674

HARBOURVEST VENTURE VII AT COST 1,255,212 2,328,793

Category/ Item Listed at Cost orFMV

Book Value End of Year FairMarket Value

HAYFIN SPECIAL OPP CREDIT AT COST 8,767,578 7,730,986

IDG ACCEL CHINA CAPITAL I AT COST 3,931,691 5,396,836

IDG CHINA CAPITAL FUND III LP AT COST 900,000 900,000

IDG CHINA VENTURE CAP FD IV LP AT COST 2,787,473 3,431,442

IDG-ACCEL CHINA CAPITAL FUND AT COST 4,371,963 5,483,574

KNIGHTSBRIDGE VENTURE CAPITAL AT COST 7,488,568 12,298,674

MADRONA VENTURE FUND IV LP AT COST 2,059,597 2,850,563

MADRONA VENTURE FUND V LP AT COST 2,523,586 3,203,102

MADRONA VENTURE FUND VI LP AT COST 388,740 388,740

MS PMF III FUND AT COST 6,911,818 14,315,915

NEW ENTERPRISE ASSOC 15 LP AT COST 2,037,333 2,175,396

NEW ENTERPRISE ASSOCIATES 13 AT COST 2,777,720 5,498,409

NEW ENTERPRISE ASSOCIATES 14 AT COST 6,224,532 8,829,272

NEW ENTERPRISE ASSOCIATES XII AT COST 2,316,246 5,056,648

NGP ENERGY TECHNOLOGY PARTNERS AT COST 335,010 332,357

NGP ENERGY TECHNOLOGY PTN II AT COST 2,485,305 2,515,309

OAKTREE OPPORTUNITIES FUND AT COST 971,672 1,197,813

OAKTREE OPPORTUNITIES VIII B AT COST 4,339,299 4,233,996

OCM OPPORTUNITIES FUND VI AT COST 350,993 365,399

OCM OPPORTUNITIES FUND VII AT COST 221,447 608,189

OCM OPPORTUNITIES FUND VII-B AT COST 656,003 657,794

PAUL CAPITAL PARTNERS VIII A AT COST 1,807,911 1,904,346

PEAK ROCK CAPITAL FUND LP AT COST 2,345,500 3,116,230

REGIMENT CAPITAL SS FUND V AT COST 5,401,621 5,299,083

SANKATY CREDIT OPPORTUNITIES AT COST 1,142,397 1,130,786

SANKATY CREDIT OPPORTUNITIES AT COST 2,524,460 1,559,761

SEQUOIA CAP CHINA GROWTH FD AT COST 4,568,056 5,152,733

SEQUOIA CAP CHINA VENTURE AT COST 2,719,101 3,965,259

SEQUOIA CAP CHINA VENTURE 2010 AT COST 2,044,039 4,391,016

SEQUOIA CAP CHINA VENTURE V LP AT COST 3,456,951 4,174,993

Category / Item Listed at Cost orFMV

Book Value End of Year FairMarket Value

SEQUOIA CAP GROWTH FUND III AT COST 3,055,729 3,512,712

SEQUOIA CAP INDIA FD IV LP AT COST 3,034,720 3,760,000

SEQUOIA CAP US GROWTH FD VI LP AT COST 4,133,111 4,530,451

SEQUOIA CAP US VENTURE 2010 AT COST 2,119,385 7,125,581

SEQUOIA CAP US VENTURE FD XV AT COST 431,054 439,833

SEQUOIA CAPITAL CHINA GR 2010 AT COST 3,023,395 5,721,946

SEQUOIA CAPITAL GLOBAL GROWTH AT COST 6,658,430 7,395,595

SEQUOIA CAPITAL INDIA GROWTH AT COST 2,048,162 1,715,913

SEQUOIA CAPITAL INDIA GROWTH AT COST 3,142,921 4,818,125

SEQUOIA CAPITAL INDIA III LP AT COST 976,678 1,589,367

SEQUOIA CAPITAL INDIA V LTD AT COST 188,332 188,498

SEQUOIA CAPITAL U.S. GROWTH AT COST 5,869,463 8,889,350

SEQUOIA CAPITAL U.S. SCOUT AT COST 111,718 107,687

SEQUOIA CAPITAL U.S. VENTURE AT COST 3,045,976 6,246,546

SEQUOIA CAPITAL US AT COST 61,460 507,740

SEQUOIA CAPITAL US GROWTH FUND AT COST 3,953,923 7,344,692

SEQUOIA CAPITAL XII LP AT COST 1,899,628 23,040,499

VENROCK ASSOCIATES V LP AT COST 2,896,358 6,403,515

WEATHERGAGE VENTURE CAPITAL AT COST 2,578,674 5,422,095

DBL EQUITY PARTNERS III LP AT COST 626,324 626,324

GS SOCIAL IMPACT FUND LP AT COST 1,029,231 1,032,542

INVEST NORTHWEST LP AT COST 492,077 502,263

SJF VENTURES III LP AT COST 606,150 954,747

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TY 2015 Land, Etc.Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Category / Item Cost / OtherBasis

AccumulatedDepreciation

Book Value End of Year FairMarket Value

LAND 921,801 0 921,801

BUILDING AND BUILDINGIMPROVEMENTS

25,572,811 17,320,386 8,252,425

FURNITURE AND EQUIPMENT 9,801,445 8,344,101 1,457,344

LEASEHOLD IMPROVEMENTS 209,222 38,318 170,904

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Legal Fees Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Category Amount Net Investment Adjusted Net Disbursements forIncome Income Charitable

Purposes

LEGAL FEES 863,459 245,243 0 618,216

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Other Assets Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Description Beginning of Year -Book Value

End of Year - BookValue

End of Year - FairMarket Value

PRIs,CHARITABLE ASSETS & DEPOSITS 79,870,818 65,247,790 65,466,925

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Other Expenses Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Description Revenue and Expensesper Books

Net InvestmentIncome

Adjusted Net Income Disbursements forCharitable Purposes

Liability Insurance 372,008 0 0 372,008

Small Office Equipment 192,987 0 0 192,987

Information Technology, Parts/Supplies 701,931 0 0 701,931

Information Technology,Maintenance/Support

652,350 0 0 652,350

Mission Related Expenses 254,948 0 0 254,948

Office Supplies 125,949 830 0 125,119

Waterfall Garden Park Maintenance 191,792 0 0 191,792

Miscellaneous Expenses 83,572 1,001 0 74,211

Postage and Mailing 36,281 0 0 36,281

Direct Charitable Activities (See PartIX-A for details)

23,049,740 74,543 0 22,686,519

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Other Income Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Description Revenue AndExpenses Per Books

Net InvestmentIncome

Adjusted Net Income

ALTERNATIVE INVESTMENT INCOME 98,041,426 96,602,854

REAL PROPERTY RENTAL INCOME 82,064 82,064

PROGRAM-RELATED INVESTMENT LOSS -25,452 -25,452

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Other Liabilities Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Description Beginning of Year -Book Value

End of Year - BookValue

INVESTMENT PAYABLES 295,461 2,001,514

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Other Professional Fees Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Category Amount Net Investment Adjusted Net Disbursements forIncome Income Charitable

Purposes

INVESTMENT MANAGEMENT & 5,614,298 5,614,298 0 0CUSTODY FEES

CONSULTING - PROGRAM 271,593 18,750 0 252,843RELATED

CONSULTING - 1,310,151 151,099 0 1,090,816ADMINISTRATIVE

EMPLOYMENT SEARCH FEES 21,424 80 0 21,344

MEMBERSHIP FEES 44,742 1,500 0 43,242

l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491320015596

TY 2015 Taxes Schedule

Name : Annie E Casey Foundation

EIN: 52-1951681

Category Amount Net Investment Adjusted Net Disbursements forIncome Income Charitable

Purposes

FEDERAL EXCISE TAX 2,770,206 0 0 0

STATE UBI TAXES 962,696 0 0 0

l efile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93491320015596

Schedule B Schedule of Contributors OMB No 1545-0047

(Form 990 , 990-EZ,or 990 -PF) ► Attach to Form 990 , 990-EZ , or 990 -PF 2015Department of the Treasury ► Information about Schedule B (Form 990, 990-EZ , or 990 -PF) and its instructions is atInternal Re\.enueSermce www irs qoy/form990

Name of the organizationAnnie E Casey Foundation

Employer identification number

52-1951681

Organization type (check one)

Filers of: Section:

Form 990 or 990-EZ (- 501 (c)( ) (enter number) organization

(- 4947(a)(1) nonexempt charitable trust not treated as a private foundation

(- 527 political organization

Form 990-PF [ 501 (c)(3) exempt private foundation

(- 4947( a)(1) nonexempt charitable trust treated as a private foundation

(- 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.

Note . Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See Instructions

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or

other property) from any one contributor Complete Parts I and II See instructions for determining a contributor's total contributions

Special Rules

F- For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulationsunder sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that

received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (I) Form 990,

Part V III, line 1 h, or (II) Form 990-EZ, line 1 Complete Parts I and II

p For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or

for the prevention of cruelty to children or animals Complete Parts I, II, and III

p For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,

during the year, contributions exclusively for religious, charitable, etc , purposes, but no such contributions totaled more than $1,000this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc ,

purpose Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively

religious, charitable, etc , contributions totaling $5,000 or more during the year . . . . . . . . . ► $

Caution . An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990, or check the box on line H of Its

Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,

990-EZ, or 990-PF)

For Paperwork Reduction Pct Notice , see the Instructions Cat No 30613X Schedule B (Form 990 , 990-EZ , or 990 -PF) (2015)

for Form 990 , 990-EZ , or 990-PF

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organizationAnnie E Casey Foundation

mployer identification number2-1951681

Contributors (see instructions) Use duplicate copies of Part I if additional space is needed

(a)

No.

(b)

Name, address , and ZIP + 4

(c)

Total contributions

(d)

Type of contribution

1 Person

The Atlantic Philanthro p ies Payroll75 Varick Street 17th floor

$ 400,000

NoncashNew York, NY 10013

F

(Complete Part II for noncash

contributions )

(a)

No.

(b)

Name , address , and ZIP + 4

(c)

Total contributions

(d)

Type of contribution

z Person

Polic Link Payroll1438 Webster Street Suite 303

$ 143,500

NoncashOakland, CA 94612

F

(Complete Part II for noncash

contributions )

(a)

No.

(b)

Name , address , and ZIP + 4

(c)

Total contributions

(d)

Type of contribution

Person

The Skillman Foundation Payroll100 Talon Centre Drive Suite 100

$ 140,000

NoncashDetroit, M148207

F

(Complete Part II for noncash

contributions )

(a)

No.

(b)

Name, address , and ZIP + 4

(c)

Total contributions

(d)

Type of contribution

Person F

Payroll

$F

NoncashF

(Complete Part II for noncash

contributions )

(a)

No.

(b)

Name , address, and ZIP + 4

(c)

Total contributions

(d)

Type of contribution

Person F

Payroll

$F

NoncashF

(Complete Part II for noncash

contributions )

(a)

No.

(b)

Name , address , and ZIP + 4

(c)

Total contributions

(d)

Type of contribution

Person F

Payroll

$F

NoncashF

(Complete Part II for noncash

contributions

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 3

Name of organizationAnnie E Casey Foundation

Employer identification number

52-1951681

Noncash Property

(see instructions) Use duplicate copies of Part II if additional space is needed

(a)No.from Part I

(b)Description of noncash property given FMV ( or(estlmate)

see instructions(d)Date received

$

(a)No.from Part I

(b)Description of noncash property given FMV ( or(estlmate)

see instructions(d)Date received

$

(a)

No.from Part I(b)

Description of noncash property givenFMV (or(estlmate)

see instructions(d)

Date received

$

(a)

No.from Part I(b)

Description of noncash property given FMV ( or(estlmate)see instructions

(d)Date received

$

No.from Part I Description of noncash property given (FMV (or estimate)(see instructions)

Date received

$

No.from Part I Description of noncash property given (FMV (or estimate)(see instructions)

Date received

$

Schedule B (Form 990, 990-EZ , or 990 -PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 4

Name of organizationAnnie E Casey Foundation

Employer identification number

52-1951681

Exclusively religious, charitable , etc., contributions to organizations described in section 501 (c)(7), (8), or ( 10) that

total more than $ 1,000 for the year from any one contributor. Complete columns ( a) through ( e) and the following

line entry . For organizations completing Part III, enter the total of exclusively religious , charitable , etc., contributions

of $1,000 or less for the year . ( Enter this information once . See instructions.) ► $

Use duplicate copies of Part III if additional space is needed

No.from Part I ( b) Purpose of gift ( c) Use of gift ( d) Description of how gift is held

(e) Transfer of giftTransferee's name, address, and ZIP 4 Relationship of transferor to transferee

No.from Part I ( b) Purpose of gift ( c) Use of gift ( d) Description of how gift is held

(e) Transfer of gift

Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

No.from Part I ( b) Purpose of gift (c) Use of gift ( d) Description of how gift is held

(e) Transfer of gift

Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

No.from Part I ( b) Purpose of gift ( c) Use of gift ( d) Description of how gift is held

(e) Transfer of gift

Transferee's name, address, and ZIP 4 Relationship of transferor to transferee

Schedule B (Form 990 , 990-EZ , or 990 -PF) (2015)