2024-11-14T20:42:22-06:00 2023-12-31 861065772 Deloitte Tax LLP 50 South Sixth Street Minneapolis MN 55402 990PF 2023-01-01 656310670 Wallace H Coulter Trust WALL 3055592991 790 NW 107th Avenue 215 Miami FL 331723158 SUE VAN TRUSTEE 3055592991 2024-11-14 1 0 Kristina Rasmussen P00143920 6123974000 2023 2024-10-15 13:58:12Z X 17903225 X 57395 197281 197281 451494 451494 -1142274 24370980 1401771 -436104 2050546 0 0 0 69560 0 69560 50013 50013 0 13695 0 0 13842 0 13842 54106 675 53431 201216 50688 136833 16364150 16345000 16565366 50688 16481833 -17001470 1999858 7382571 2896942 2896942 11028 3162 3162 9490839 4437538 4486171 6173522 4988247 9868185 3543431 0 0 266667 385348 266667 330000 2814744 215264 215264 117571 103501 103501 29919054 12911321 17903225 96263 90000 96263 90000 X 29822791 12821321 29822791 12821321 29919054 12911321 29822791 -17001470 0 12821321 0 12821321 PUBLICLY TRADED SECURITIES 21826936 22850528 -1023592 -1023592 LP GAIN ON LIQUIDATION P 14196 14196 14196 WRITE OFF OF PARTNERSHIP INVESTMENT P 2529848 2529848 2529848 LOSS ON ABANDONMENT OF LAND P 118681 -118681 -118681 1401771 27798 0 27798 0 27798 30763 0 0 0 30763 X 0 2965 2965 0 0 0 0 0 0 0 0 0 0 1 1 1 FL 1 0 0 1 0 1 N/A Sue Van Trustee 3055592991 790 NW 107th Ave 215 Miami FL 331723158 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sue Van 790 NW 107th Ave 215 Miami FL 33172 President, CEO 40.00 0 0 0 Wayne Barlin 790 NW 107th Ave 215 Miami FL 33172 V. Pres., General Counsel 40.00 0 0 0 Susan Racher 790 NW 107th Ave 215 Miami FL 33172 V. Pres., CFO 40.00 0 0 0 Susie Sands 790 NW 107th Ave 215 Miami FL 33172 V. Pres., Asian Programs 40.00 0 0 0 NONE 0 Deloitte & Touche LLP 333 SE 2nd Avenue Suite 3600 Miami FL 33131 Audit 56500 Northern Trust Company 50 South La Salle Street Chicago IL 60675 Investment Management/Custodial 50013 0 0 16933774 4687299 651927 22273000 0 0 22273000 334095 21938905 1096945 1096945 27798 27798 1069147 0 1069147 0 1069147 16481833 0 16481833 1069147 0 0 3030830 114468 2333681 13203644 18682623 16481833 0 0 0 1069147 15412686 0 0 34095309 0 0 0 0 0 0 3030830 31064479 114468 2333681 13203644 15412686 Wayne A Barlin General Counsel 790 NW 107th Ave Suite 215 Miami FL 33172 3055592991 See explanation below See explanation below The Wallace H. Coulter Trust continues Wallace's lifelong work through three main initiatives. The Translational Research Partnership Program promotes academic translational research based in biomedical engineering in order to improve patient care. The Biomedical Societies Program supports leading medical societies to bring the latest education and standards of care to resource-limited countries. The Asian American Pacific Islander and Native American Program focuses on building a consortium among organizations to establish one cohesive community to promote collaboration and partnership in civic engagement and health disparities. A Healthier Democracy DBA Voter Inc 12 Mohawk St Unit 9 South Boston MA 02127 PC General Support 250000 A Healthier Democracy DBA Voter Inc 12 Mohawk St Unit 9 South Boston MA 02127 PC General Support 250000 Access Philanthropy Charities 2100 Stevens Avenue Minneapolis MN 55404 PC General Support 250000 AFN Education Fund 3000 A St Ste 210 Anchorage AR 99503 PC General Support 150000 America Votes Education Fund 1155 Connecticut Avenue NW Washington DC 20036 PC General Support 100000 APANO Communities United Fund 8818 SE Division Street Portland OR 97206 PC General Support 200000 Asian & Pacific Islander American Vote 1612 K Street NW 600 Washington DC 20006 PC General Support 1200000 Asian American Community FundCenter for Empowered Politics Education Fund 1042 Grant Ave Ste 5 San Francisco CA 94133 PC General Support 500000 Asian American Journalists Association 5 Third Street 1108 San Francisco CA 94103 PC General Support 350000 Asian American Power Network Education FundCenter for Empowered Politics 1042 Grant Avenue 5th floor San Francisco CA 941335025 PC General Support 500000 Asian Americans Advancing Justice-Atlanta 5680 Oakbrook Parkway Suite 148 Norcross GA 30093 PC General Support 300000 Asian and Pacific Islander American Vote - Michigan POBox 12398 Hamtramck MI 48212 PC General Support 250000 Asian and Pacific Islander American Vote - Michigan POBox 12398 Hamtramck MI 48212 PC General Support 250000 Asian Community Development Council 10275 Rainbow Boulevard Suite 253 Las Vegas NV 89145 PC General Support 400000 Asian Counseling and Referral Service 3639 Martin Luther King Jr Way S Seattle WA 98144 PC General Support 300000 Asian Pacific American Institute for Congressional Studies Inc 1001 Connecticut Avenue NW 320 Washington DC 20036 PC General Support 150000 Asian Pacific Institute on Gender-Based Violence 500 12th Street Suite 330 Oakland CA 94607 PC General Support 150000 Asian Services in Action Inc 370 East Market Street Akron OH 44304 PC General Support 200000 CAPI USA 5930 Brooklyn Boulevard Minneapolis MN 55429 PC General Support 175000 Center for Empowered Politics Education Fund 1042 Grant Ave Ste 5 San Francisco CA 94133 PC General Support 500000 Center on Civic Engagement 1825 K Street NW Suite 450 Washington DC 20006 PC General Support 300000 Chinatown Progressive Association aka Chinese Progressive Association Bosto 28 Ash Street Boston MA 02111 PC General Support 200000 Community PartnersEmpowering Pacific Islander Communities 1000 North Alameda Street Suite 240 Los Angeles CA 90012 PC General Support 200000 Donors of Color Network Inc 660 Pennsylvania Avenue SE Washington DC 20003 PC General Support 170000 Every Voice TX dba Asian Texans for Justice 13010 N Highway 183 Suite 201 Austin TX 78750 PC General Support 200000 Fair Elections Center 1825 K Street NW Suite 450 Washington DC 20006 PC General Support 75000 First Alaskans Institute 606 E St Suite 200 Anchorage AK 99501 PC General Support 100000 Freedom Inc 2030 South Park Street Madison WI 53713 PC General Support 450000 Indian American Impact Project 122 C Street NW Washington DC 20001 PC General Support 350000 Institute for Asian Pacific American Leadership & Advancement 815 16th Street NW 2nd Floor-IAPALA Washington DC 20006 PC General Support 250000 Minkwon Center for Community Action Inc 133-29 42st Avenue 202 Flushing NY 11355 PC General Support 100000 NAEVA 7906 Menaul Blvd NE Albuquerque NM 87110 PC General Support 250000 National Congress of American Indians Fund 1516 P St NW Washington DC 20005 PC General Support 250000 National Council of Asian Pacific AmericansTides Center 1012 Torney Avenue San Francisco CA 94129 PC General Support 300000 National Partnership for New Americans 1805 S Ashland Avenue Chicago IL 60608 PC General Support 300000 National Tongan American Society 5296 S Commerce Drive 204 Murray UT 84107 PC General Support 175000 National Urban Indian Family Coalition 4000 Aurora Avenue North Suite 214 Seattle WA 98103 PC General Support 650000 Native American Rights Fund 250 Arapahoe Avenue Boulder CO 80302 PC General Support 250000 New American Leaders 530 7th Avenue New York NY 10018 PC General Support 150000 New Virginia Majority Education Fund 3801 Mount Vernon Ave Alexandria VA 22305 PC General Support 250000 New Virginia Majority Education Fund 3801 Mount Vernon Ave Alexandria VA 22305 PC General Support 250000 New York Immigration Coalition 131 West 33rd St Suite 610 New York NY 10001 PC General Support 450000 Nonprofit VOTE Inc 125 Cambridgepark Drive Cambridge MA 02140 PC General Support 75000 North Carolina Asian Americans Together 711 Hillsborough Street Suite 102 Raleigh NC 27603 PC General Support 500000 One Arizona 3104 E Camelback Road Phoenix AZ 85016 PC General Support 200000 Orange County Asian and Pacific Islander Community Alliance 12912 Brookhurst Street Suite 410 Garden Grove CA 92840 PC General Support 100000 Organization of Chinese Americans of Greater Houston 9800 Town Park Suite 142 Houston TX 77036 PC General Support 200000 Organization of Chinese Americans of Greater Houston 9800 Town Park Suite 142 Houston TX 77036 PC General Support 100000 Power Coalition for Equity and Justice 2022 St Bernard Ave Suite 310 New Orleans LA 70116 PC General Support 300000 Progress AlaskaNeo Philanthropy 1001 Avenue of the Americas New York NY 10018 PC General Support 250000 Rising Voices FundCenter for Empowered Politics Education Fund 1042 Grant Avenue 5th floor San Francisco CA 94133 PC General Support 150000 Sacred Pipe Resource Center 925 Basin Avenue Suite2 Bismarck ND 58504 PC General Support 100000 Santa Clara County Asian Law Alliance 991 West Hedding Street Suite 202 San Jose CA 95126 PC General Support 100000 Sikh American Legal Defense and Education Fund Inc 1612 K Street NW Suite 600 Washington DC 20006 PC General Support 250000 South Asian American Voter Empowerment TX Education FundNEO Philanthropy 5841 Bershire Lane Dallas TX 75209 PC General Support 150000 South Asian American Voter Empowerment TX Education FundNEO Philanthropy 5841 Bershire Lane Dallas TX 75209 PC General Support 150000 South Asian Americans Leading Together Inc 8403 Colesville Road Suite 1100 Silver Springs MD 20910 PC General Support 150000 State Voices 1616 P Street NW Suite 220 Washington DC 20036 PC General Support 250000 Tennessee Immigrant & Refugee Rights Coalition 3310 Ezell Road Nashville TN 37211 PC General Support 250000 Tennessee Immigrant & Refugee Rights Coalition 3310 Ezell Road Nashville TN 37211 PC General Support 500000 Virginia PlusNEO Philanthropy 1001 Avenue of the Americas New York NY 10018 PC General Support 100000 Western Native Voice Education Project 80 25th Street W Billings MT 59102 PC General Support 250000 Western Organization of Resource Councils Education Project 220 S 27th Street B Billings MT 59101 PC General Support 125000 16345000 0 14 197281 14 451494 18 -1142274 0 -493499 0 -493499 0 0 0 0 0 0 0 0 0 0 X X 1 Wallace H Coulter Foundation 790 NW 107th Ave Miami FL 331723158 57395 X AUDIT FEES 56500 0 56500 TAX FEES 13060 0 13060 SEE PART XIV GRANTS PAID 790 NW 107TH AVENUE 215 MIAMI FL 33172 WALLACE H. COULTER TRUST MET THE DEFINITION OF A SUBSTANTIAL CONTACTION DURING THE TAX YEAR 2023 BECAUSE OF ITS DISTRIBUTIONS. PLEASE SEE PART XIV FOR DETAILS OF THESE DISTRIBUTIONS. 16345000 STATEMENT OF CONTROLLED ENTITIES FORM 990-PF PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY: WALLACE H. COULTER FOUNDATIONEMPLOYER ID NO: 31-1546126ADDRESS: 790 NW 107TH AVE MIAMI FL, 33172EXCESS BUSINESS HOLDING: NO Supplemental Disclosure to Form 990-PF SUPPLEMENTAL DISCLOSURE For the tax year ended December 31, 2022 the Trusts net unrealized gains on investments per books in the amount of $15,810,598 are not included on Page 1, Part I column (a). MFC ETF I SHARES MSCI EAFE 17434 18235 MFO VANGUARD 500 INDEX FD ADMIRAL SHS 3038977 7138561 ADR DEUTSCHE TELEKOM AG SPONSORED ADR 32792 59891 ADR TOTALENERGIES SE SPONSORED ADR 32666 62394 ADR 3I GROUP ADR 51163 95944 SANOFI SPONSORED ADR 36897 47741 ADR VEOLIA ENVIRONNEMENT SPONSORED ADR 41501 53201 COCA-COLA EUROPACIFIC PARTNERS 58033 61201 ADR COCA-COLA FEMSA S.A.B DE C.V. 48834 80255 ADR KOMATSU LTD SPONSORED ISIN 78993 76141 ADR MICHELIN COMPAGNIE GENERALE DES 32733 44918 ADR TOYOTA MTR CORP SPONSORED ADR 57215 73719 ADR NOVARTIS AG 29532 93094 ADR SOFTBANK CORP ADR 81235 84163 ADR SIEMENS AG COM DM50 (NEW) 49936 103455 ADR XINYI GLASS HLDGS LTD ADS REPSTG 20 SHS 37979 17910 ADR NN GROUP NV ADR 53170 55785 ADR DNB BK ASA SPONSORED ADR 50880 51966 ADR ZURICH INS GROUP LTD SPONSORED 28250 79944 ADR BNP PARIBAS SPONSORED ADR REPSTG 62847 82646 ASE TECHNOLOGY HOLDING CO LTD 30042 56648 ADR COMPAGNIE DE ST GOBAIN ADR 40518 62481 DEUTSCHE POST AG SPONSORED ADR 47299 53760 ADR TOKIO MARINE HLDGS INC ADR COM STK 62544 85675 SVENSKA HANDELSBANKEN AB ADR 41802 41786 ADR ADR SONIC HEALTHCARE SPON ADR EACH REP 1 ORD SHS 30344 44066 ADR TESCO PLC SPONSORED ADR NEW 7659 7700 ADR UNITED OVERSEAS BK LTD SPONSORED ADRISIN #US9112713022 44065 71455 ADR IBERDROLA S A SPONSORED ADR REPSTG 1ORD SHS 24499 40898 ADR BHP GROUP LTD SPONSORED ADR 44258 52599 ADR RIO TINTO PLC SPONSORED ADR 68235 70290 BCE INC COM NEW COM NEW 49684 46232 ROYAL DUTCH SHELL PLC SPONSORED ADR 57345 68300 ADR ENEL SOCIETA PER AZIONI ADR 46002 50944 ADR UPM KYMMENE CORP ADR 52716 68418 ADR NESTLE S A SPONSORED ADR REPSTG REG SH 28586 76547 ADR SMURFIT KAPPA GROUP PLC ADR 24416 35882 ADR WOODSIDE ENERGY GROUP LTD SPONSORED ADR 50845 40915 ADR VOLVO AB ADR 28076 33313 ADR NIPPON TELEG & TEL CORP SPONSORED ADR 49428 96148 ADR ROCHE HLDG LTD SPONSORED ADR ISIN 16934 34563 ADR TOKYO ELECTRON LTD ADR 39975 75247 ADR MERCEDES-BENZ GROUP AG ADR 58376 52185 POWER CORP CDA COM POWER CORPORATION OF CANADAF- 68107 60953 ADR MUNICH RE GROUP ADR 16527 49757 ADR BAE SYS PLC SPONSORED ADR 38898 110259 4437538 4486171 0 0 STORAGE FACILITY-BUILDING AND LAND 266667 0 266667 330000 Art Objects FMV 215264 215264 WALLACE H. COULTER TRUST MET THE DEFINITION OF A SUBSTANTIAL CONTACTION DURING THE TAX YEAR 2023 BECAUSE OF ITS DISTRIBUTIONS. PLEASE SEE PART XIV FOR DETAILS OF THESE DISTRIBUTIONS. INTEREST AND DIVIDENDS RECEIVABLE 41204 12553 12553 FEDERAL EXCISE TAX PAYABLE 76367 90948 90948 INSURANCE 3431 0 3431 MISCELLANEOUS EXPENSE 675 675 0 SPONSORSHIP 50000 0 50000 SECURITIES MANAGEMENT 20018 20018 0 SECURITIES CUSTODIAL FEES 29995 29995 0 EXCISE TAXES 13695 0 0