| BNY MELLON CHARITABLE GIFT FUND | 300748315 | 2017-12-31 | $3.4M | TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE |
| HELIOS EDUCATION FOUNDATION | 942850977 | 2018-09-30 | $2.2M | See Part IV |
| HELIOS EDUCATION FOUNDATION | 942850977 | 2016-09-30 | $2.1M | COLLEGE & CAREER |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | 110303001 | 2019-06-30 | $1.7M | For grant recipient's exempt purposes |
| HELIOS EDUCATION FOUNDATION | 942850977 | 2025-09-30 | $1.4M | SEE PART IV |
| BNY MELLON CHARITABLE GIFT FUND | 300748315 | 2019-12-31 | $1.1M | TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | 527082731 | 2024-12-31 | $1.1M | UNRESTRICTED GENERAL SUPPORT |