Civic Intelligence

The Peter and Carmen Lucia Buck Foundation Inc

EIN 06-1547852 • New York, NY

View Organization Page

633 Third Avenue 16th FloorNew York, NY 10017
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1B+ nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1B+ nonprofits • Source year 2025

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

$1B+ nonprofits • Source year 2025

Top Officer Pay

14th percentile

$442,530

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1B+ nonprofits • Source year 2025

Asset Growth

99th percentile

176%

Faster asset growth than 99% of similar nonprofits.

$1B+ nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

479%

Faster revenue growth than 98% of similar nonprofits.

$1B+ nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$2,838,832,516

Up $1,811,160,520 (+176%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$2,838,832,516

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue4th percentileNet Margin98th percentile

Revenue

Up

$1,918,181,862

Up $1,586,758,912 (+479%) from 2024

Expenses

Up

$116,089,618

Up $61,473,974 (+113%) from 2024

Net Income

Up

$1,802,092,244

Up $1,525,284,938 (+551%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0B$2.0B$1.0B$0Assets 2012: $266,656,818Liabilities 2012: $02012Assets 2013: $332,138,032Liabilities 2013: $02013Assets 2014: $405,083,689Liabilities 2014: $02014Assets 2015: $427,912,536Liabilities 2015: $02015Assets 2016: $479,930,901Liabilities 2016: $02016Assets 2020: $576,876,058Liabilities 2020: $02020Assets 2021: $685,898,037Liabilities 2021: $1Net Assets 2021: $685,898,0372021Assets 2022: $592,475,663Liabilities 2022: $1Net Assets 2022: $592,475,6632022Assets 2023: $766,417,071Liabilities 2023: $0Net Assets 2023: $766,417,0712023Assets 2024: $1,027,671,996Liabilities 2024: $12024Assets 2025: $2,838,832,516Liabilities 2025: $0Net Assets 2025: $2,838,832,5162025

Highlighted filing

2025

Assets$2,838,832,516
Liabilities$0
Net Assets$2,838,832,516
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0B$1.5B$1.0B$500M$0-$500MRevenue 2012: $68,552,028Expenses 2012: $14,554,304Net Income 2012: $53,997,7242012Revenue 2013: $72,462,133Expenses 2013: $14,922,522Net Income 2013: $57,539,6112013Revenue 2014: $61,726,657Expenses 2014: $17,799,500Net Income 2014: $43,927,1572014Revenue 2015: $51,944,780Expenses 2015: $23,276,321Net Income 2015: $28,668,4592015Revenue 2016: $84,475,020Expenses 2016: $23,210,593Net Income 2016: $61,264,4272016Revenue 2020: $25,087,123Expenses 2020: $28,563,979Net Income 2020: -$3,476,8562020Revenue 2021: $60,829,826Expenses 2021: $30,705,253Net Income 2021: $30,124,5732021Revenue 2022: $57,107,510Expenses 2022: $36,087,830Net Income 2022: $21,019,6802022Revenue 2023: $205,282,218Expenses 2023: $42,847,393Net Income 2023: $162,434,8252023Revenue 2024: $331,422,950Expenses 2024: $54,615,644Net Income 2024: $276,807,3062024Revenue 2025: $1,918,181,862Expenses 2025: $116,089,618Net Income 2025: $1,802,092,2442025

Highlighted filing

2025

Revenue$1,918,181,862
Expenses$116,089,618
Net Income$1,802,092,244
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,838,832,516
Liabilities
$0
Net assets
$2,838,832,516
Revenue
$1,918,181,862
Expenses
$116,089,618
Net income
$1,802,092,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,839$0.00$2,839$1,918$116$1,802
2024Detailed filing. Detailed filing data is available for this year.$1,028$0.00$331$54.6$277
2023Detailed filing. Detailed filing data is available for this year.$766$0.00$766$205$42.8$162
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$592$0.00$592$57.1$36.1$21.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$686$0.00$686$60.8$30.7$30.1
2020Summary only. Only limited summary data is available for this year.$577$0.00$25.1$28.6$3.48
2016Summary only. Only limited summary data is available for this year.$480$0.00$84.5$23.2$61.3
2015Summary only. Only limited summary data is available for this year.$428$0.00$51.9$23.3$28.7
2014Summary only. Only limited summary data is available for this year.$405$0.00$61.7$17.8$43.9
2013Summary only. Only limited summary data is available for this year.$332$0.00$72.5$14.9$57.5
2012Summary only. Only limited summary data is available for this year.$267$0.00$68.6$14.6$54.0
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE SCHINDELEExecutive DirectorFT$321,563$25,222$346,785
D BEN BENOITChief Financial Officer/DirectorPT$299,479$2,403$301,882
WILLIAM BUCKTreasurer/DirectorPT$25,000$32,144$57,144
CHRISTOPHER BUCKPresident/DirectorPT$25,000$32,127$57,127
VERA LOURENCODirectorPT$25,000$24,455$49,455
SAMUEL BUCKDirectorPT$25,000$10,566$35,566
MICHAEL BUCKSecretary/DirectorPT$25,000$275$25,275
Filing and Contact Details

Filer

Filer Name
The Peter and Carmen Lucia Buck
EIN
06-1547852
Phone
2123606173
Address
633 THIRD AVENUE 16TH FLOOR, NEW YORK, NY 10017

Signing Officer

Name
D Ben Benoit
Title
Chief Financial Officer
Phone
2123606173
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
20 COMMERCE DRIVE SUITE 301, CRANFORD, NJ 07016-3618
Preparer
Christopher Petermann
Phone
9082726200
Raw XML AppendixShowing 400 of 6,161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt056250
AccountingFeesSchedule/AccountingFeesDetail/Amt196763
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT AND TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BOOKKEEPING AND OTHER
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt056250
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt11325
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt195438
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0SEE STATEMENT 19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt5NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt6NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt7NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt8NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt9NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt10NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt11NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt12NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt13NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt14NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ASSOCIACAO BENEFICENTE DE RECUPERAO DA ALEGRIA E SADE (ABRAS)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1COLAB LEARNING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2FUNDACAO CLINICA CARMEN LUCIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3ASSOCIACAO BENEFICENTE DE RECUPERAO DA ALEGRIA E SADE (ABRAS)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4RETRO REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5RESEARCH CORPORATION FOR SCIENCE ADVANCEMENT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6FUNDACAO CLINICA CARMEN LUCIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7FUNDACAO CLINICA CARMEN LUCIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8FUNDACAO CLINICA CARMEN LUCIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9FUNDACAO CLINICA CARMEN LUCIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10ASSOCIACAO BENEFICENTE DE RECUPERAO DA ALEGRIA E SADE (ABRAS)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11RETRO REPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt12RESEARCH CORPORATION FOR SCIENCE ADVANCEMENT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt13HYPOTHESIS FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt14FUNDACAO CLINICA CARMEN LUCIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt05/22, 6/22, 7/22, 8/22, 9/22, 10/22, 11/22, 12/22, 1/23, 2/23, 3/23, 4/23, 5
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt11/31/23, 7/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt21/23, 2/23, 3/23, 4/23, 5/23, 6/23, 7/23, 8/23, 9/23, 10/23, 11/23, 12/31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt36/30/23, 7/23, 8/23, 9/23, 10/23, 11/23, 12/23, 1/24, 2/24, 3/24, 4/24, 5/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt41/31/24, 2/28/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt51/31/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt611/23, 12/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt711/23, 12/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt811/23, 12/23, 1/24, 2/24, 3/24, 4/24, 5/24, 6/24, 7/24, 8/24, 9/24, 10/24, 1
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt97/23, 8/23, 9/23, 10/23, 11/23, 12/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt105/24, 6/24, 7/24, 8/24, 9/24, 10/24, 11/24, 12/24, 1/25, 2/25, 3/25, 4/25, 5
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt113/7/25, 6/30/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt123/7/25, 6/30/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt133/7/25, 1/31/26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt141/24, 2/24, 3/24, 4/24, 5/24, 6/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt095646
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt2503732
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt3103716
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt450000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt5200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt616692
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt716692
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt8388157
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt9189
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1088117
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt11178
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0AVENIDA GETLIO VARGAS 149 CENTRO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt1RODOVIA DO SOL NO 0 QUADRA 022 LOTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt2AVENIDA GETLIO VARGAS 149 CENTRO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt3RODOVIA DO SOL NO 0 QUADRA 022 LOTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt4RODOVIA DO SOL NO 0 QUADRA 022 LOTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt5RODOVIA DO SOL NO 0 QUADRA 022 LOTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt6RODOVIA DO SOL NO 0 QUADRA 022 LOTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt7AVENIDA GETLIO VARGAS 149 CENTRO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt8RODOVIA DO SOL NO 0 QUADRA 022 LOTE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt008-A BARRA DO JUCU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt108-A BARRA DO JUCU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt208-A BARRA DO JUCU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt308-A BARRA DO JUCU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt408-A BARRA DO JUCU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt508-A BARRA DO JUCU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0MANTENA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm1VILA VELHA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm2MANTENA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm3VILA VELHA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm4VILA VELHA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm5VILA VELHA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm6VILA VELHA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm7MANTENA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm8VILA VELHA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd1BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd2BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd3BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd4BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd5BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd6BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd7BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd8BR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd035290-000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd129125-033
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd235290-000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd329125-033
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd429125-033
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd529125-033
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd629125-033
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd735290-000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd829125-033
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm0MINAS GERAIS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm1ESPIRITO SANTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm2MINAS GERAIS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm3ESPIRITO SANTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm4ESPIRITO SANTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm5ESPIRITO SANTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm6ESPIRITO SANTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm7MINAS GERAIS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm8ESPIRITO SANTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt095646
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2503732
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt3103716
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt450000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt5200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt616692
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt716692
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt8590000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt9189
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt10102831
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1117000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt12240000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt13500000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt14178
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-05-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12022-08-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22023-01-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32023-05-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42023-05-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52023-06-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62023-10-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72023-10-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82023-11-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt92023-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt102024-04-29
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt112024-06-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt122024-06-12
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt132024-06-27
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt142024-06-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT AND RE-GRANTS TO CHARITABLE ORGANIZATIONS IN BRAZIL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1NEW CHARTER SCHOOLS FOR CT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5SCIALOG: MOLECULAR BASIS OF COGNITION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12SCIALOG
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14GENERAL OPERATING SUPPORT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt053 GOLD ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1633 THIRD AVENUE 16TH FLOOR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt24703 EAST CAMP LOWELL DRIVE SUITE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3633 THIRD AVENUE 16TH FLOOR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt44703 EAST CAMP LOWELL DRIVE SUITE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt57900 SE 28TH STREET SUITE 222
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt0201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine2Txt1201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0WAPPINGERS FALLS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2TUCSON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4TUCSON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5MERCER ISLAND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0NY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1NY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2AZ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3NY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4AZ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5WA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd012590
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd110017
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd285712
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd310017
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd485712
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd598040
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII-B
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART II, LINE 15
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2PART VIII-B
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF PROGRAM RELATED INVESTMENTS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1OTHER ASSETS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2SUMMARY OF PROGRAM RELATED INVESTMENTS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN ACCORDANCE WITH THE PROGRAMS AND POLICIES OF THE FOUNDATION TO ASSIST IN LAND CONSERVATION, DURING THE FISCAL YEAR ENDED JUNE 30, 2024, $700,000 WAS LOANED TO THE ASPETUCK LAND TRUST FOR THE PURPOSE OF PURCHASING A FEE SIMPLE INTEREST IN AND TO APPROXIMATELY 21-ACRES OF UNDEVELOPED LAND LOCATED IN FAIRFIELD COUNTY, CONNECTICUT. THE NOTE HAS AN INTEREST OF 0% PER ANNUM. THE TERM OF THE LOAN IS FIVE YEARS. AS OF JUNE 30, 2024, THE OUTSTANDING BALANCE ON THE LOAN WAS $700,000. SEE STATEMENT 21 IN CONNECTION WITH TREATMENT OF PRI LOANS NOT AS QUALIFYING DISTRIBUTIONS.IN ACCORDANCE WITH THE PROGRAMS AND POLICIES OF THE FOUNDATION TO ASSIST IN LAND CONSERVATION, DURING THE FISCAL YEAR ENDED JUNE 30, 2024, $700,000 WAS LOANED TO THE RENSSELAER PLATEAU ALLIANCE FOR THE PURPOSE OF PURCHASING A FEE SIMPLE INTEREST IN AND TO APPROXIMATELY 640-ACRES OF UNDEVELOPED LAND LOCATED IN RENSSELAER, NEW YORK. THE NOTE HAS AN INTEREST OF 0% PER ANNUM. THE TERM OF THE LOAN IS FIVE YEARS. AS OF JUNE 30, 2024, THE OUTSTANDING BALANCE ON THE LOAN WAS $700,000. SEE STATEMENT 21 IN CONNECTION WITH TREATMENT OF PRI LOANS NOT AS QUALIFYING DISTRIBUTIONS.IN ACCORDANCE WITH THE PROGRAMS AND POLICIES OF THE FOUNDATION TO ASSIST IN LAND CONSERVATION, DURING THE FISCAL YEAR ENDED JUNE 30, 2024, $290,000 WAS LOANED TO THE ORANGE COUNTY LAND TRUST FOR THE PURPOSE OF PURCHASING A FEE SIMPLE INTEREST IN AND TO APPROXIMATELY 189-ACRES OF UNDEVELOPED LAND LOCATED IN ORANGE COUNTY, NEW YORK. THE NOTE HAS AN INTEREST OF 0% PER ANNUM. THE TERM OF THE LOAN IS FIVE YEARS. AS OF JUNE 30, 2024, THE OUTSTANDING BALANCE ON THE LOAN WAS $290,000. SEE STATEMENT 21 IN CONNECTION WITH TREATMENT OF PRI LOANS NOT AS QUALIFYING DISTRIBUTIONS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1MISSION RELATED INVESTMENTSTHE FOUNDATION MAKES MISSION RELATED INVESTMENTS ("MRIS") TO OTHER ORGANIZATIONS TO ACHIEVE CHARITABLE PURPOSES IN ALIGNMENT WITH THE FOUNDATION'S STRATEGIES. AS OF JUNE 30, 2024, MRIS CONSIST SOLELY OF ONE LOAN EXPIRING ON FEBRUARY 1, 2030 AND BEAR INTEREST AT A BELOW-MARKET RATE. THESE LOANS ARE MEASURED AT COST, LESS ANY IMPAIRMENT.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2THE FOUNDATION SATISFIED THE REQUIREMENTS OF IRC SECTION 4942 BY MAKING GRANTS IN AN AMOUNT AT LEAST EQUAL TO ITS DISTRIBUTABLE AMOUNT THROUGH QUALIFYING DISTRIBUTIONS OTHER THAN PRI LOANS. THUS, IN ACCORDANCE WITH REV. RUL. 77-252, THE PRI LOANS DISCLOSED HEREIN ARE NOT BEING CONSIDERED AS TAKEN INTO ACCOUNT AS QUALIFYING DISTRIBUTIONS WITHIN THE MEANING OF IRC SECTION 4942(F)(2)(C)(I). ACCORDINGLY, THE FOUNDATION WILL NOT BE REQUIRED TO INCREASE ITS DISTRIBUTABLE AMOUNT TO TAKE INTO ACCOUNT THE LATER REPAYMENT OF THESE PRI LOANS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AALLN 5 3/4 04/05/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AAPL 3.35 08/08/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ABBV 2.95 11/21/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ABIBB 4.7 02/01/36
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4ADVENT 5.757 12/01/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5AER 3.3 01/30/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6AER 3.65 07/21/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7AIG 5 3/4 04/01/48
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8AL 1 7/8 08/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9ALL 5.05 06/24/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10AMGN 5.65 03/02/53
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11AMT 2.9 01/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12ANZ 2.57 11/25/35
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13AON 2.8 05/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14AR 5 3/8 03/01/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15ATH 2.646 10/04/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16AXP 6.489 10/30/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17BA 2.196 02/04/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18BA 5.15 05/01/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19BA 5.705 05/01/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20BAC 1.734 07/22/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21BAC 5.015 07/22/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22BAC 7 3/4 05/14/38
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23BKNG 3.6 06/01/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24BMO 1 1/2 01/10/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25BNS 1.35 06/24/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26BPLN 2.721 01/12/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27BWP 5 5/8 08/01/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28BWP 5.95 06/01/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29C 2.014 01/25/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30C 4.3 11/20/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31C 5.827 02/13/35
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32C 6 5/8 06/15/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33CAT 1.7 01/08/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34CATMED 5.267 11/01/64
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35CATMED 5.548 12/01/54
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36CB 3.15 03/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37CBAAU 5.837 03/13/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38CHCOCH 5 1/8 06/30/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39CHTR 5.05 03/30/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40CHTR 6.1 06/01/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41CI 3.4 03/01/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42CNC 4 1/4 12/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43CNL 4.973 05/01/46
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44COF 2.636 03/03/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45COF 3.8 01/31/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46COF 6.312 06/08/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47CROCAS 3.663 05/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48CVS 5.4 06/01/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm49D 7 06/01/54
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50DD 5.419 11/15/48
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51DELL 4.9 10/01/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52DUK 3.15 08/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53DUK 7 3/4 03/01/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm54EIX 5.7 03/01/53
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55ET 4 3/4 01/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56ET 6 1/2 02/01/42
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm57EXC 3.4 04/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58EXC 4.05 04/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59FITB 6.339 07/27/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60GBLATL 3 1/8 06/15/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61GLENLN 6 3/8 10/06/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm62GM 6.05 10/10/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm63GM 6.8 10/01/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm64GS 1.093 12/09/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm65GS 1.948 10/21/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm66GS 3.85 01/26/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm67GS 6 3/4 10/01/37
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm68GTOWNU 5.215 10/01/2118
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm69HCA 3 1/2 09/01/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm70HCA 5 1/4 06/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm71HNDA 1 1/2 01/13/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm72HPE 4.9 10/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm73HSBC 4.95 03/31/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm74JBL 5.45 02/01/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm75JBSSBZ 6 1/2 12/01/52
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm76JEF 6.2 04/14/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm77JPM 1.47 09/22/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm78JPM 2.58 04/22/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm79JPM 2.595 02/24/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm80JPM 3.54 05/01/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm81JPM 3.882 07/24/38
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm82JPM 6.4 05/15/38
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm83KEY 4.15 08/08/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm84KHC 6 7/8 01/26/39
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm85LDOS 5.95 12/01/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm86LLOYDS 8 PERP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm87LNG 5.65 04/15/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm88LOW 3.65 04/05/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm89LUV 5 1/8 06/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm90MAR 4 5/8 06/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm91MCD 6.3 10/15/37
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm92MDC 6 01/15/43
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm93MET 6 3/8 06/15/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm94META 5.6 05/15/53
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm95MNTEFI 5.246 11/01/48
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm96MOS 4.05 11/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm97MPLX 4 7/8 06/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm98MRK 2 3/4 02/10/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm99MRO 5.2 06/01/45
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm100MRO 5.7 04/01/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm101MS 2.188 04/28/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm102MS 3 1/8 07/27/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm103MS 5.297 04/20/37
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm104MS 5.942 02/07/39
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm105MS 7 1/4 04/01/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm106MSI 2.3 11/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm107MUFG 2.048 07/17/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm108NATMUT 9 3/8 08/15/39
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm109NEE 3.8 03/15/2082
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm110NEE 6.051 03/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm111NFLX 5 7/8 11/15/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm112NGGLN 6.119 07/20/53
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm113NRG 7 03/15/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm114NVT 5.65 05/15/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm115NWMLIC 6.063 03/30/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm116OC 3 7/8 06/01/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm117OMW 2020-1MW A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm118ORCL 2.8 04/01/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm119ORCL 6 1/8 07/08/39
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120OXY 6.2 03/15/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm121PAA 4.9 02/15/45
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm122PCG 6.7 04/01/53
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm123PEG 5.2 04/01/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm124PEP 2 3/4 04/30/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm125PFE 5.3 05/19/53
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm126PG 1 04/23/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm127PH 4 1/4 09/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm128PHM 6 02/15/35
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm129PSD 6.274 03/15/37
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm130RTX 4 1/8 11/16/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm131RTX 5 3/4 11/08/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm132RY 5.2 07/20/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm133SCHW 1.15 05/13/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm134SCHW 5.853 05/19/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm135SHW 2.2 03/15/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm136SIHLTH 3.97 05/15/50
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm137SO 3 1/4 07/01/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm138SO 4.3 03/15/42
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm139SOLV 5.6 03/23/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm140SPG 6 1/4 01/15/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm141SRENVX 5 04/02/49
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm142STZ 4.9 05/01/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm143SUMIBK 5.71 01/13/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm144SYY 5.95 04/01/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm145T 5.35 09/01/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm146T 5.4 02/15/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm147TD 5.523 07/17/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm148TFC 4.26 07/28/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm149TFC 4.873 01/26/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm150TFC 5.122 01/26/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm151TMUS 2 5/8 04/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm152TMUS 3 7/8 04/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm153TMUS 5.15 04/15/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm154TOL 4 7/8 03/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm155TRGP 6 1/2 02/15/53
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm156TRGP 6.15 03/01/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm157UBS 3.091 05/14/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm158UNH 4 1/2 04/15/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm159UNICHI 4.411 10/01/44
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm160UNM 4.046 08/15/41
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm161USB 4.548 07/22/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm162USB 5.836 06/12/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm163V 1.9 04/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm164VLO 6 5/8 06/15/37
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm165VMC 3 1/2 06/01/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm166VMI 5 10/01/44
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm167VMW 1.4 08/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm168VMW 2.2 08/15/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm169VST 6.95 10/15/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm170VTRS 3.85 06/22/40
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm171VTRS 3.95 06/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm172VZ 5 1/4 03/16/37
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm173WAB 5.611 03/11/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm174WBD 3.755 03/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm175WBD 5.391 03/15/62
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm176WEC 3.1 06/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm177WES 5.45 04/01/44
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm178WFC 2.188 04/30/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm179WFC 3.526 03/24/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm180WFC 4.15 01/24/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm181WFC 4.478 04/04/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm182WMB 5.4 03/02/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm183WMT 1.05 09/17/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm184WSTP 3.02 11/18/36
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt044906
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11363289
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2226864
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3143005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4144879
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5163250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6218302
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7181140
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8229123
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9223968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt101485270
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11132234
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12184732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13131476
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14159679
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15164346
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16159910

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