2026-03-30T16:37:24-05:00 2025-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2025-01-01 760638641 JOHANNA A FAVROT FUND JOHA 7136221442 1770 SAINT JAMES PL 510 HOUSTON TX 770563499 TATIANA JONES TRUSTEE 7136221442 2026-03-27 1 JULIE BOYER P01278549 2187275025 2026-03-27 2025 2025-03-06 01:10:19Z X 14998821 X X 138557 138557 303854 578393 303854 442411 442411 0 0 0 15141 7571 7570 9500 0 9500 6044 0 0 7520 0 7520 3344 0 3344 440 0 440 41989 7571 28374 558000 558000 599989 7571 586374 -157578 434840 85231 204500 204500 7834202 7559662 14794321 7919433 7764162 14998821 137 2444 137 2444 X 7919296 7761718 0 0 0 0 7919296 7761718 7919433 7764162 7919296 -157578 0 7761718 0 7761718 PUBLICLY TRADED SECURITIES 578393 274539 303854 303854 303854 6044 0 6044 0 6044 3600 0 0 0 3600 0 2444 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JULIE RICHARDSON 7136221442 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMIE ROSE ANDERSON 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 CHRISTOPHER FAVROT ARNDT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 VP/TREASURER/TRUSTEE 1.00 0 0 0 DAVID DE KANTER ARDNT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 GENEVIEVE HELEN PETERSON 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 JOSEPH FAVROT PETERSON 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 LAURENCE FAVROT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 MICHAEL DE BRUYN ARNDT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 NOEL SHEPARD STEPHENS 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 SARAH JOHANNA PETERSON PITTOCK 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 PRESIDENT/TRUSTEE 1.00 0 0 0 TATIANA JONES 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 SECRETARY/TRUSTEE 1.00 0 0 0 THOMAS CHANNING ARNDT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 13796202 196979 0 13993181 0 0 13993181 209898 13783283 689164 689164 6044 6044 683120 0 683120 0 683120 586374 0 586374 683120 543779 0 0 586374 543779 0 0 42595 0 0 0 0 0 0 0 0 640525 0 0 0 X CENTER FOR HUMANE TECHNOLOGY 77 VAN NESS AVENUE STE 101-1601 SAN FRANCISCO CA 94102 NONE PC THE CENTER FOR HUMANE TECHNOLOGY WORKS TO ENSURE THAT THE MOST CONSEQUENTIAL TECHNOLOGIES, PARTICULARLY AI, SERVE HUMANITY. ITS OBJECTIVES ARE TO BUILD PUBLIC AWARENESS AND AGENCY AROUND TECH HARMS AND TO DRIVE POLICY ACTION BY ADVISING LEADERS, SHAPING INCENTIVES, AND FOSTERING ACCOUNTABILITY ACROSS THE TECH ECOSYSTEM. THE PURPOSE OF THE GRANT IS TO SUPPORT STAFF CAPACITY TO LAUNCH TWO MAJOR INITIATIVES: A GLOBAL FILM CAMPAIGN BY ACADEMY AWARD-WINNING DIRECTORS TO ELEVATE PUBLIC UNDERSTANDING OF AI RISKS; AND THE UNIQUELY HUMAN NATIONAL CAMPAIGN WHICH HIGHLIGHTS THE NEEDS TO PRESERVE HUMAN IDENTITY, PURPOSE, AND LIVELIHOOD IN THE AGE OF AI. 60000 COLLEGE TRACK 483 9TH STREET OAKLAND CA 94607 NONE PC COLLEGE TRACK HELPS TO PREPARE UNDERPRIVILEGED STUDENTS FOR COLLEGE, PROVIDES SUPPORT FOR THEM WHILE THEY ARE IN COLLEGE, AND HELPS THEM NAVIGATE THE JOB MARKET ON GRADUATION. THE PURPOSE OF THE GRANT IS TO SUPPORT COLLEGE TRACK OAKLAND WITH $30,000 FOR GENERAL OPERATING EXPENSES AND $10,000 FOR VISITS TO COLLEGES. 40000 DENVER RESCUE MISSION FBO HARVEST FARMS 6100 SMITH ROAD DENVER CO 80216 NONE PC DESIGNED TO SERVE MEN EXPERIENCING ADDICTION, HARVEST FARM PROVIDES NO-COST RESIDENTIAL REHABILITATION FOR UP TO 72 MEN AT A TIME. PARTICIPANTS LIVE ON-SITE FOR 6-12 MONTHS, ENGAGING IN INDIVIDUALIZED RECOVERY PLANS THAT INCLUDE WORK READINESS TRAINING, COUNSELING, EDUCATION, AND LIFE SKILLS DEVELOPMENT - ALL WITH A HEALING RURAL ENVIRONMENT. THE PURPOSE OF THE GRANT IS TO SUPPORT A CAPITAL CAMPAIGN TO ADD 8 BEDS TO THE HARVEST FARMS FACILITY NORTH OF FORT COLLINS; INVESTMENT IN MEETING THE REQUIREMENT FOR EXPANDED LICENSURE WITH THE STATE OF COLORADO PERMITTING GREATER ACCESS TO STATE FUNDS; AND EXPANSION OF THE CLINICAL OFFERINGS OF HARVEST FARMS EITHER IN-HOUSE OR VIA PARTNERSHIPS. 55000 EARTH SCHOOL EDUCATIONAL FOUNDATION 4516 NORTH 2ND AVENUE PHOENIX AZ 85013 NONE PC THE MISSION OF EARTH SCHOOL IS TO PROMOTE ENVIRONMENTAL STEWARDSHIP THROUGH FILM AND MEDIA AND BROAD DISSEMINATION OF KNOWLEDGE. THE PURPOSE OF THE GRANT IS TO ASSIST IN THE PROMOTION OF THE AIMS OF THE EARTH SCHOOL EDUCATIONAL FOUNDATION AND AWARENESS OF REGENERATIVE AGRICULTURAL PRACTICES THAT BENEFIT FARMERS AND THE ENVIRONMENT ALIKE. SPECIFICALLY, THE FUNDS WILL BE USED TO PROMOTE THE ROOTS SO DEEP DOCUMENTARY SERIES, ASSOCIATED SOCIAL MEDIA POSTS, THE ROOTS SO DEEP PODCAST, AND AWARENESS OF PUBLISHED SCIENTIFIC WORK SURROUNDING REGENERATIVE AGRICULTURAL PRACTICES. 62000 FUND FOR CONSTITUTIONAL GOVERNMENT FBO THE FACT COALITION 1100 13TH ST NW STE 800 WASHINGTON DC 20005 NONE PC THE FACT COALITION IS A NON-PARTISAN ALLIANCE OF ORGANIZATIONS PROMOTING A FAIR GLOBAL TAX SYSTEM AND COMBATING THE HARMFUL EFFECTS OF CORRUPT FINANCIAL PRACTICES. THE PURPOSE OF THE GRANT IS TO SUPPORT THE EMERGENCY LITIGATION FUND DEFENDING THE CORPORATE TRANSPARENCY ACT. 59000 HOUSTON ZOO INC 1513 CAMBRIDGE ST HOUSTON TX 77030 NONE PC THE HOUSTON ZOO CONNECTS COMMUNITIES WITH ANIMALS, INSPIRING ACTION TO SAVE WILDLIFE. THE PURPOSE OF THE GRANT IS (1) TO SUPPORT THE INSTALLATION OF A CT SCANNER TO PRESERVE ANIMAL HEALTH BY REDUCING NEED FOR EXPLORATORY SURGERIES; AND (2) TO SUPPORT THE ESTABLISHMENT OF A VET RESIDENCY PROGRAM TO ENSURE CONTINUED GROWTH IN TALENT AND INSTITUTIONAL KNOWLEDGE IN THE FUTURE. 25000 HOWARD UNIVERSITY P O BOX 22960 NEW YORK NY 100872960 NONE PC HOWARD UNIVERSITY IS A HISTORICALLY BLACK FEDERALLY CHARTERED RESEARCH UNIVERSITY. SINCE ITS FOUNDING HOWARD HAS PLAYED AN UNPARALLELED ROLE IN EXPANDING EDUCATIONAL OPPORTUNITY FOR AFRICAN AMERICANS AND OTHER MARGINALIZED COMMUNITIES. THE PURPOSE OF THE GRANT IS TO SUPPORT THE "HOWARD HEALTH EQUITY SCHOLARS" PROGRAM, A TARGETED INITIATIVE TO REDUCE FINANCIAL BARRIERS FOR STUDENTS ENROLLED IN THE HOWARD UNIVERSITY COLLEGES OF MEDICINE AND NURSING, ALLIED HEALTH SCIENCES AND STUDENTS ON THE PRE-MEDICAL TRACK. 80000 POUDRE HIGH SCHOOL FBO POUDRE UNIFIED ATHLETICS 201 IMPALA DRIVE FT COLLINS CO 80521 NONE PC UNIFIED ATHLETICS PROVIDES AN INCLUSIVE AND ENRICHING EXPERIENCE FOR ALL STUDENT ATHLETES, BUILDING NOT ONLY ATHLETIC SKILLS BUT ALSO LIFE SKILLS, LASTING FRIENDSHIPS, AND COMMUNITY PRIDE. THE PURPOSE OF THE GRANT IS TO SUPPORT POUDRE HIGH SCHOOL'S UNIFIED ATHLETICS PROGRAM, WHICH INCLUDES BASKETBALL, FLAG FOOTBALL, CHEER, AND SOCCER TEAMS AS WELL AS PROJECT UNITY CLUB. 7000 POUGHKEEPSIE DAY SCHOOL 244 BOARDMAN ROAD POUGHKEEPSIE NY 12603 NONE PC POUGHKEEPSIE DAY SCHOOL IS AN INDEPENDENT SCHOOL AND THOUGHT LEADER IN PROGRESSIVE EDUCATION. THE PURPOSE OF THE GRANT IS TO SUPPORT A NEED-BASED SCHOLARSHIP PROGRAM, OPERATING EXPENSES, AND ALUMNI ENGAGEMENT. 30000 SCENIC HUDSON INC 85 CIVIC CENTER PLAZA STE 300 POUGHKEEPSIE NY 12601 NONE PC SCENIC HUDSON WORKS WITH COMMUNITY MEMBERS AND LOCAL OFFICIALS TO CONNECT PEOPLE WITH THE OUTDOORS IN THE RIVER CITIES OF KINGSTON, NEWBURG, AND POUGHKEEPSIE, NEW YORK. THE PURPOSE OF THE GRANT IS TO SUPPORT THE RIVER CITIES PROGRAM. 30000 VANDERBILT UNIVERSITY MEDICAL CENTER FBO THE HOMELESS HEALTH SERVICE P O BOX 121236 DALLAS TX 753121236 NONE PC THE HOMELESS HEALTH SERVICES (HHS) STRIVES TO IMPROVE THE HEALTH CARE OF PATIENTS EXPERIENCING HOMELESSNESS IN NASHVILLE BY MEETING PATIENTS BOTH IN THE HOSPITAL AND ON THE STREET TO PROVIDE DIRECT MEDICAL CARE AS WELL AS IMPROVED ACCESS TO A RANGE OF SOCIAL SUPPORT. THE PURPOSE OF THE GRANT IS TO GIVE CONTINUED SUPPORT FOR THE HHS AND WOULD SUPPORT THE SALARY OF A DEDICATED STAFF MEMBER TO PROVIDE EXPANDED CAPACITY FOR FACE-TO-FACE CONSULTATIONS IN THE ED AND ON THE STREETS IN THE LOCAL COMMUNITY. 62000 WONDER AND WORRIES 5950 SAN FELIPE STE 120 HOUSTON TX 77057 NONE PC THE MISSION OF WONDERS & WORRIES IS TO PROVIDE FREE PROFESSIONAL SUPPORT FOR CHILDREN/TEENAGERS THROUGH A PARENT'S SERIOUS ILLNESS OR INJURY. THE PURPOSE OF THE GRANT TO FUND OPERATING EXPENSES TO ENSURE HOUSTON CHILDREN AND FAMILIES CAN ACCESS UNIQUE AND VITAL SERVICES. 48000 558000 0 14 138557 18 303854 0 442411 0 442411 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15141 7571 7570 STATE STREET SPDR S&P 500 FOSS AT COST 7559662 14794321 OFFICE EXPENSES 440 0 440 FEDERAL EXCISE TAX PAYABLE 137 2444 CONTRACT LABOR 9500 0 9500 FEDERAL EXCISE TAXES 6044 0 0