MARGUERITE CASEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARGUERITE CASEY FOUNDATION (EIN 91-2062197)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423209349100302
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T23:47:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912062197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGUERITE CASEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 2066913134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMEN ROJAS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2066913134 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $856,573,767 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $223,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,657 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,657 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,660,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,518,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,203,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $364,419,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,881,823 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $202,994 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$318,841 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$12,499 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $33,303,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,094,259 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$12,499 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,437,569 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $213,780 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,223,789 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,562,888 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,558 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,476,033 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $916,199 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $896,838 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $62,666 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26,063 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,603 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $317,178 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $53,702 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $206,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,737,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,511,995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,337,286 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16,017 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,147,797 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $431,793 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,317 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $18,110 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $377,510 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $761,066 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $249,666 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $249,666 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,380 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,380 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,238,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,471,401 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,650,781 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,090,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,736,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,855,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,387,621 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,812,614 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,478,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,736,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,668,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,174,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,357,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,304,895 | CashBOYAmt |
| Cash EOY | $1,320,003 | CashEOYAmt |
| Cash EOYFMV | $1,320,003 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,466,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,776,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,776,300 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,185 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,657 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16,185 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,185 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $35,689 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $351,123 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $351,123 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $16,034,915 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $59,312,890 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $59,312,890 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $379,029,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $377,994,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $377,994,423 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,367,995 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,690,125 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $67,690,125 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $303,978,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $325,116,528 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $325,116,528 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $178,856 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,784 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $45,182 | LandBOYAmt |
| Land EOY | $27,072 | LandEOYAmt |
| Land EOYFMV | $27,072 | LandEOYFMVAmt |
| Other Assets BOY | $5,826,621 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,969,118 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,969,118 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $832,101,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $856,573,767 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $856,573,767 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,549,025 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $883,284 | AccountsPayableEOYAmt |
| Grants Payable BOY | $26,509,032 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,080,893 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,741,289 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,174,994 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,799,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,139,171 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $800,302,646 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $831,434,596 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $800,302,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $831,434,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $832,101,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $856,573,767 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $800,302,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,174,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,306,357 | OtherIncreasesAmt |
| Subtotal | $831,434,596 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $831,434,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2023-12-31 | $234,427,844 | $236,770,874 | -$2,343,030 | -$2,343,030 |
| DIRECT FOREIGN INVESTMENT | P | 2022-01-01 | 2023-12-31 | $3,032,948 | $3,032,948 | $3,032,948 | |
| GAINS REPORTED ON PASSTHROUGHS | P | 2022-01-01 | 2023-12-31 | $122,835,418 | $110,643,513 | $12,191,905 | $12,191,905 |
| PROGRAM RELATED INVESTMENTS | P | 2022-01-01 | 2023-12-31 | $128,544 | $128,544 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,881,823 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $282,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $282,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $282,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,117,355 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,117,355 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $834,379 | OverpaymentAmt |
| Applied To ES Tax | $834,379 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CASEYGRANTS.ORG | WebsiteAddressTxt |
| Individual With Books | DANIEL GOULD | IndividualWithBooksNm |
| Phone | 2066913134 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 4TH AVENUE SUITE 900 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981012222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARMEN ROJAS | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | PRESIDENT & CEO | 40.00 | $585,945 | $50,564 | $724 |
| DANIEL GOULD | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | VP OF INVESTMENTS & OPERATIONS | 40.00 | $386,624 | $65,015 | $1,404 |
| IAN FULLER | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | CHAIR | 6.00 | $40,000 | $0 | $4,688 |
| THOMAS SMITH | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | VICE-CHAIR | 3.00 | $40,000 | $0 | $6,040 |
| ELLIS CARR | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | TREASURER | 3.00 | $40,000 | $0 | $3,777 |
| RAMI NASHASHIBI | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | SECRETARY | 3.00 | $40,000 | $0 | $1,502 |
| STACEY ABRAMS | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 2.00 | $35,000 | $0 | $2,290 |
| CHAD BOETTCHER | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 2.00 | $40,000 | $0 | $3,114 |
| JULIAN CASTRO | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 2.00 | $40,000 | $0 | $1,609 |
| JANEEN COMENOTE | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 2.00 | $40,000 | $0 | $2,190 |
| MEGAN MING FRANCIS | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 3.00 | $40,000 | $0 | $3,905 |
| MARISA FRANCO | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 2.00 | $37,500 | $0 | $2,051 |
| RASHAD ROBINSON | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 2.00 | $32,500 | $0 | $2,476 |
| JACKIE THOMAS | ||||||||
| 1425 4TH AVENUE SUITE 900 | SEATTLE | WA | 981012222 | DIRECTOR | 3.00 | $40,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH KHALILI | ||||||||
| 1425 4TH AVENUE 900 | SEATTLE | WA | 981012222 | VP OF EXT. AFFAIRS A | 40.00 | $363,114 | $50,564 | $534 |
| HANNAH NICHOLS | ||||||||
| 1425 4TH AVENUE 900 | SEATTLE | WA | 981012222 | CHIEF HUMAN RESOURCE | 40.00 | $300,507 | $47,457 | $200 |
| RICHARD BOSWELL | ||||||||
| 1425 4TH AVENUE 900 | SEATTLE | WA | 981012222 | DIRECTOR OF OPERATIO | 40.00 | $281,414 | $56,668 | $200 |
| JONATHAN OSLER | ||||||||
| 1425 4TH AVENUE 900 | SEATTLE | WA | 981012222 | DIR. PHIL. INITIATIV | 40.00 | $183,144 | $16,003 | $355 |
| CHARLOTTE VANESSA USHIO | ||||||||
| 1425 4TH AVENUE 900 | SEATTLE | WA | 981012222 | CREATIVE MANAGER | 40.00 | $150,651 | $47,327 | $898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 12 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANGELES INVESTMENT ADVISORS LLC | |||||
| 429 SANTA MONICA BLVD | SANTA MONICA | CA | 90401 | INVESTMENT ADVISING | $596,020 |
| DANCING HEARTS CONSULTING LLC | |||||
| 61725 BROKEN TOP DR | BEND | OR | 97702 | CONSULTING | $517,500 |
| BNY MELLON | |||||
| 240 GREENWICH STREET | NEW YORK | NY | 10286 | INVESTMENT ADVISING | $245,817 |
| BEYOND ADVISERS LLC | |||||
| 200 SOUTH WACKER DRIVE - SUITE 2700 | CHICAGO | IL | 60606 | LEGAL SERVICES | $195,000 |
| FITZ-ROY AND ASSOCIATES | |||||
| 535 MISSION ST 14TH FLOOR | SAN FRANCISCO | CA | 94105 | EXECUTIVE SEARCH SERVICES | $171,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EQUITABLE PROSPERITY FUND: THE EQUITABLE PROSPERITY FUND IS A GROWTH STAGE IMPACT INVESTMENT FUND DESIGNED TO FILL THE CAPITAL GAP NEEDED TO PROPEL COMMUNITY CENTRIC ENTERPRISES TO SCALE AND CREATE MEASURABLE IMPACT. | Description1Txt |
| Expenses1 | $554,184 | Expenses1Amt |
| Description2 | CANARY: CANARY IS A MISSION-DRIVEN ENTERPRISE CONTRIBUTING TO THE EVOLUTION OF THE 21ST CENTURY SOCIAL SAFETY NET. CANARY EXISTS TO ENSURE THAT IN TIMES OF FINANCIAL NEED, INDIVIDUALS CAN ACCESS EMERGENCY SUPPORT WITH DIGNITY, GIVING THEM THE PEACE OF MIND AND CONFIDENCE TO RECOVER QUICKLY. | Description2Txt |
| Expenses2 | $250,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $199,136 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,003,320 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $501,571,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,546,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $319,350,232 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $839,468,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $839,468,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,592,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $826,876,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,343,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,343,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $282,976 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $306,684 | IncomeTaxAmt |
| Total Tax | $589,660 | TotalTaxAmt |
| Distributable Before Adj | $40,754,180 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $92,944 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,847,124 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,847,124 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,668,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,003,320 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,671,668 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,847,124 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,535,212 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,015,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,550,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,671,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,847,124 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,824,544 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,375,317 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $223,500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,151,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,311,712 | ExcessFromYear2Amt |
| Excess From Year1 | $15,015,561 | ExcessFromYear1Amt |
| Excess From Current Year | $6,824,544 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (263 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| 350 SEATTLE | |||||||
| 5031 UNIVERSITY WAY NE | SEATTLE | WA | 98105 | PC | ECONOMIC JUSTICE | $250,000 | |
| AAPI WOMEN LEAD | |||||||
| PO BOX 10135 | OAKLAND | CA | 94610 | PC | GENERAL OPERATING SUPPORT | $2,084 | |
| ACTION NOW INSTITUTE | |||||||
| 1901 W CARROLL AVE | CHICAGO | IL | 60612 | PC | GENERAL OPERATING SUPPORT | $89,000 | |
| ADOM GETACHEW | |||||||
| 5462 S DORCHESTER AVE | CHICAGO | IL | 60615 | I | 2023 FREEDOM SCHOLAR AWARD | $125,000 | NONE |
| ALABAMA A & M UNIVERSITY FOUNDATION | |||||||
| 309 PATTON BUILDING | NORMAL | AL | 35762 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ALABAMA ARISE | |||||||
| 400 SOUTH UNION STREET SUITE 340 | MONTGOMERY | AL | 36104 | PC | GENERAL OPERATING SUPPORT | $187,500 | |
| ALABAMA COALITION FOR IMMIGRANT JUSTICE UNITED | |||||||
| 1826 6TH AVENUE S | IRONDALE | AL | 35210 | PC | GENERAL OPERATING SUPPORT | $198,900 | |
| ALABAMA FORWARD | |||||||
| 3066 ZELDA RD | MONTGOMERY | AL | 36106 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ALABAMA FORWARD | |||||||
| 3066 ZELDA RD | MONTGOMERY | AL | 36106 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | PC | ECONOMIC JUSTICE | $20,000 | |
| AMERICAN ASSOCIATION OF BLACKS IN HIGHER EDUCATION | |||||||
| 11717 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | EDUCATION | $15,000 | |
| ANTI POLICE-TERROR PROJECT INC | |||||||
| 9891 THERMAL ST | OAKLAND | CA | 94605 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| APOLLO ELEMENTARY PTA | |||||||
| 15025 SE 117TH ST | RENTON | WA | 98059 | PC | GENERAL OPERATING SUPPORT | $800 | |
| ARIZONA CENTER FOR EMPOWERMENT | |||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| ARTS COUNCIL OF WINSTON-SALEM & FORSYTH COUNTY | |||||||
| 251 N SPRUCE ST | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE - ATLANTA | |||||||
| 5680 OAKBROOK PARKWAY SUITE 148 | NORCROSS | GA | 30093 | PC | GENERAL OPERATING SUPPORT | $375,000 | |
| ASIAN COMMUNITY DEVELOPMENT COUNCIL | |||||||
| 1027 SOUTH RAINBOW BOULEVARD | LAS VEGAS | NV | 89145 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ASI-KP | |||||||
| 10834 OAKCREST COURT | FAIRFAX | VA | 22030 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ASPEN INSTITUTE | |||||||
| 2300 N STREET NW 700 | WASHINGTON | DC | 20037 | PC | LEADERSHIP DEVELOPMENT | $10,000 | |
| ATLANTA CHILDREN'S SHELTER INC | |||||||
| PO BOX 54322 | ATLANTA | GA | 30308 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ATLANTA MISSION | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| AURORA COMMONS | |||||||
| 302A N 78TH ST | SEATTLE | WA | 98103 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| B LAB COMPANY | |||||||
| PO BOX 37635 | PHILADELPHIA | PA | 19101 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| BAMA KIDS | |||||||
| PO BOX 212 | CAMDEN | AL | 36726 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BAY AREA COUNCIL FOUNDATION | |||||||
| 353 SACRAMENTO ST 10TH FLOOR | SAN FRANCISCO | CA | 94111 | PC | ECONOMIC JUSTICE | $50,000 | |
| BAYAN | |||||||
| 2854 N SANTIAGO BLVD | ORANGE | CA | 92867 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BEYOND 12 EDUCATION INC | |||||||
| 1625 CLAY STREET SUITE 100 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BLACK BAR MITZVAH | |||||||
| 450 N ROXBURY DR 8TH FLOOR | BEVERLY HILLS | CA | 90210 | NC | ADVOCACY | $125,000 | |
| BLD PWR | |||||||
| 5680 HIGHWAY 6 | MISSOURI CITY | TX | 77459 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOOKMARKS | |||||||
| 634 W 4TH ST 110 | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOOKMARKS | |||||||
| 634 W 4TH ST 110 | WINSTONSALEM | NC | 27101 | PC | ADVOCACY | $20,000 | |
| BOOKMARKS | |||||||
| 634 W 4TH ST 110 | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| BOSTON CRITIC DBA BOSTON REVIEW | |||||||
| PO BOX 390568 | CAMBRIDGE | MA | 21390 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BRIGHT STARS OF BETHLEHEM | |||||||
| 2133 JONQUIL PL | ROCKFORD | IL | 61107 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BRYANT ELEMENTARY PTSA | |||||||
| 3311 NORTHEAST 60TH STREET | SEATTLE | WA | 98115 | PC | GENERAL OPERATING SUPPORT | $600 | |
| BUILD SOIL | |||||||
| 2324 SE OAK ST | PORTLAND | OR | 97214 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CARNEGIE INSTITUTE | |||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | PC | GENERAL OPERATING SUPPORT | $3,750 | |
| CBNO-MAC FOUNDATION | |||||||
| PO BOX 791570 | NEW ORLEANS | LA | 70179 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE | |||||||
| 800 W BUENA AVE | CHICAGO | IL | 60613 | PC | EDUCATION | $100,000 | |
| CENTER FOR ECONOMIC RESEARCH AND SOCIAL CHANGE | |||||||
| 800 W BUENA AVE | CHICAGO | IL | 60613 | PC | EDUCATION | $75,000 | |
| CENTER FOR THIRD WORLD ORGANIZING | |||||||
| 1714 FRANKLIN STREET | OAKLAND | CA | 94612 | PC | EDUCATION | $15,000 | |
| CENTRO DEL OBRERO FRONTERIZO DBA LA MUJER OBRERA | |||||||
| 2000 TEXAS AVENUE | EL PASO | TX | 79901 | PC | GENERAL OPERATING SUPPORT | $102,000 | |
| CENTRO POR LA JUSTICIA | |||||||
| 1416 E COMMERCE | SAN ANTONIO | TX | 78205 | PC | GENERAL OPERATING SUPPORT | $133,000 | |
| CHANDAN REDDY | |||||||
| 2205 E TERRACE ST | SEATTLE | WA | 98122 | I | 2023 FREEDOM SCHOLAR AWARD | $100,000 | NONE |
| CHANDAN REDDY | |||||||
| 2205 E TERRACE ST | SEATTLE | WA | 98122 | I | 2023 FREEDOM SCHOLAR AWARD | $130,000 | NONE |
| CHANDAN REDDY | |||||||
| 2205 E TERRACE ST | SEATTLE | WA | 98122 | I | 2023 FREEDOM SCHOLAR AWARD | $5,000 | NONE |
| CHANGE ELEMENTAL | |||||||
| 1717 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHARMAINE CHUA | |||||||
| 1114 E HALEY ST | SANTA BARBARA | CA | 93103 | I | 2023 FREEDOM SCHOLAR AWARD | $250,000 | NONE |
| CHILDREN'S DEFENSE FUND | |||||||
| 840 FIRST STREET NE | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CHINESE PROGRESSIVE ASSOCIATION BOSTON | |||||||
| 28 ASH STREET | BOSTON | MA | 21110 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CITY WITH DWELLINGS A COMMUNITY FIRST INITIATIVE | |||||||
| 502 N BROAD ST | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CLAREMONT MIDDLE SCHOOL PTA | |||||||
| 5750 COLLEGE AVE | OAKLAND | CA | 94618 | PC | GENERAL OPERATING SUPPORT | $500 | |
| CLIMATE JUSTICE ALLIANCE | |||||||
| 1960A UNIVERSITY AVE | BERKELEY | CA | 94704 | PC | COMMUNITY ORGANIZING | $1,000 | |
| COLABORATIVA LA MILPA | |||||||
| 528 EMMA RD | ASHEVILLE | NC | 28806 | PC | COMMUNITY ORGANIZING | $50,000 | |
| COLOROFCHANGEORG EDUCATION FUND | |||||||
| 1714 FRANKLIN ST STE 100-136 | OAKLAND | CA | 94612 | PC | ADVOCACY | $200,000 | |
| COLOROFCHANGEORG EDUCATION FUND | |||||||
| 1714 FRANKLIN ST STE 100-136 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| COLOROFCHANGEORG EDUCATION FUND | |||||||
| 1714 FRANKLIN ST STE 100-136 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| COMMON COUNSEL FOUNDATION | |||||||
| 1624 FRANKLIN STREET | OAKLAND | CA | 94612 | PC | LEADERSHIP DEVELOPMENT | $10,000 | |
| COMMUNITIES FOR A NEW CALIFORNIA EDUCATION FUND | |||||||
| 4120 DOUGLAS BLVD | GRANITE BAY | CA | 95746 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| COMMUNITIES UNITED | |||||||
| 4600 W PALMER ST | CHICAGO | IL | 60639 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| COMMUNITY AID AND DEVELOPMENT CORPORATION | |||||||
| PO BOX 361270 | DECATUR | GA | 30036 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| COMMUNITY CHANGE | |||||||
| 1536 U ST NW | WASHINGTON | DC | 20009 | PC | COMMUNITY ORGANIZING | $20,000 | |
| COMMUNITY MOVEMENT BUILDERS | |||||||
| 790 WELCH STREET SW | ATLANTA | GA | 30310 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| COMPANIES FOR CAUSES | |||||||
| 1899 L STREET NW STE 850 | WASHINGTON | DC | 20036 | PC | ECONOMIC JUSTICE | $200,000 | |
| CONFLUENCE PHILANTHROPY | |||||||
| 215 LEXINGTON AVENUE 10TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CONGREGATIONS ORGANIZED FOR PROPHETIC ENGAGEMENT (COPE) | |||||||
| 1505 W HIGHLAND AVENUE | SAN BERNARDINO | CA | 92411 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| CRITICAL RESISTANCE | |||||||
| PO BOX 22780 | OAKLAND | CA | 94609 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| CROSSROADS FUND | |||||||
| 3411 WEST DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | PC | COMMUNITY ORGANIZING | $75,000 | |
| CROSSROADS FUND | |||||||
| 3411 WEST DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | PC | COMMUNITY ORGANIZING | $7,500 | |
| CROSSROADS FUND | |||||||
| 3411 WEST DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | PC | COMMUNITY ORGANIZING | $25,000 | |
| CROSSROADS FUND | |||||||
| 3411 WEST DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | PC | COMMUNITY ORGANIZING | $1,500,000 | |
| DARKNESS RISING PROJECT | |||||||
| PO BOX 33603 | RALEIGH | NC | 27636 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| DARRYL CHAPPELL FOUNDATION | |||||||
| 1899 L STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DAVIS-PUTTER SCHOLARSHIP FUND | |||||||
| PO BOX 7307 | NEW YORK | NY | 10016 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| DAYO F GORE | |||||||
| 4007 5TH ST NW | WASHINGTON | DC | 20011 | I | 2023 FREEDOM SCHOLAR AWARD | $170,000 | NONE |
| DEMOCRACY NORTH CAROLINA | |||||||
| 3000 AERIAL CENTER PKWY | MORRISVILLE | NC | 27560 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| DEPAUL USA INC | |||||||
| 1 E JACKSON BLVD 6TH FLOOR | CHICAGO | IL | 60604 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| DINE CITIZENS AGAINST RUINING OUR ENVIRONMENT | |||||||
| PO BOX 2548 | WINDOW ROCK | AZ | 86515 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| DOMESTIC WORKERS UNITED | |||||||
| 1000 DEAN ST SUITE 432 | BROOKLYN | NY | 11238 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DOWNTOWN WINSTON-SALEM COMMUNITY CINEMA DBA APERTURE CINEMA | |||||||
| 311 W 4TH ST | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DOWNTOWN WINSTON-SALEM COMMUNITY CINEMA DBA APERTURE CINEMA | |||||||
| 311 W 4TH ST | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ECONOMIC SECURITY PROJECT | |||||||
| 228 PARK AVE S | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| EL PUEBLO INC | |||||||
| 3125 POPLARWOOD CT | RALEIGH | NC | 27604 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| EQUITY AND TRANSFORMATION | |||||||
| 10 WEST 35TH STREET | CHICAGO | IL | 60616 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| FAIR COUNT | |||||||
| PO BOX 170382 | ATLANTA | GA | 30317 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FAIR COUNT | |||||||
| PO BOX 170382 | ATLANTA | GA | 30317 | PC | EDUCATION | $50,000 | |
| FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN (FFLIC) | |||||||
| PO BOX 56877 | NEW ORLEANS | LA | 70156 | PC | GENERAL OPERATING SUPPORT | $214,000 | |
| FAMILY ACTION NETWORK MOVEMENT | |||||||
| 100 NE 84TH STREET | MIAMI | FL | 33138 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| FINANCIAL SERVICES STAKEHOLDER PROJECT NFP | |||||||
| 2513 N CENTRAL PARK AVE | CHICAGO | IL | 60647 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| FLORIDA IMMIGRANT COALITION | |||||||
| 2800 BISCAYNE BLVD SUITE 300 | MIAMI | FL | 33137 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| FLORIDA RIGHTS RESTORATION COALITION | |||||||
| 4081 L B MCLEOD RD STE C | ORLANDO | FL | 32811 | PC | ADVOCACY | $500,000 | |
| FLORIDA RISING TOGETHER | |||||||
| 10800 BISCAYNE BOULEVARD | MIAMI | FL | 33161 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| FLOWERS & BULLETS | |||||||
| 3538 E ELLINGTON PL | TUCSON | AZ | 85713 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| FOOD BANK OF NORTHEAST GEORGIA | |||||||
| 861 NEWTON BRIDGE RD | ATHENS | GA | 30607 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| FOOT SOLDIERS PARK | |||||||
| 519 CHURCH ST | SELMA | AL | 36701 | PC | GENERAL OPERATING SUPPORT | $833,334 | |
| FOUNDATION FOR THE STUDY OF INDEPENDENT SOCIAL IDEAS | |||||||
| 120 WALL ST | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOUR BANDS COMMUNITY FUND | |||||||
| 412 MAIN ST | EAGLE BUTTE | SD | 57625 | PC | ECONOMIC JUSTICE | $250,000 | |
| FREEDOM INC | |||||||
| 2110 LUANN LANE | MADISON | WI | 53713 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | PC | EDUCATION | $45,000 | |
| GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS | |||||||
| 5115 NEW PEACHTREE RD | CHAMBLEE | GA | 30341 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| GEORGIA STRATEGIC ALLIANCE FOR NEW DIRECTIONS AND UNIFIED POLICIES (STAND-U | |||||||
| 2366 SYLVAN RD | ATLANTA | GA | 30344 | PC | GENERAL OPERATING SUPPORT | $187,500 | |
| GOLDEN HARVEST FOOD BANK | |||||||
| 3310 COMMERCE DR | AUGUSTA | GA | 30909 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| GOT GREEN | |||||||
| PO BOX 18794 | SEATTLE | WA | 98118 | PC | GENERAL OPERATING SUPPORT | $239,000 | |
| GRANTS CENTRAL STATION | |||||||
| 2215 S KIHEI RD 0-PMB 840 | KIHEI | HI | 96753 | PC | COMMUNITY ORGANIZING | $50,000 | |
| GRASSROOTS LEADERSHIP | |||||||
| PO BOX 143773 | AUSTIN | TX | 78714 | PC | GENERAL OPERATING SUPPORT | $206,250 | |
| GREATER CINCINNATI NATIVE AMERICAN COALITION | |||||||
| 1710 BLUE ROCK ST | CINCINNATI | OH | 45223 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HEALTH DISPARITIES COLLABORATIVE OF OHIO | |||||||
| PO BOX 247 | PICKERINGTON | OH | 43147 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HIGHLANDER RESEARCH AND EDUCATION CENTER | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| HIGHPOINT CENTER FOR PRINTMAKING | |||||||
| 912 W LAKE ST | MINNEAPOLIS | MN | 55408 | PC | GENERAL OPERATING SUPPORT | $200 | |
| HISPANIC INTEREST COALITION OF ALABAMA | |||||||
| 117 SOUTH CREST DRIVE | BIRMINGHAM | AL | 35209 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HISPANIC LEAGUE | |||||||
| 114 W 30TH STREET | WINSTONSALEM | NC | 27105 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| IMAGINE NORTH CAROLINA FIRST | |||||||
| PO BOX 428 | RALEIGH | NC | 27602 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| IMPACT GUILD INC | |||||||
| 446 S RODEO DRIVE | BEVERLY HILLS | CA | 90212 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| IMPACT GUILD INC | |||||||
| 446 S RODEO DRIVE | BEVERLY HILLS | CA | 90212 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| INNER-CITY MUSLIM ACTION NETWORK | |||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | PC | GENERAL OPERATING SUPPORT | $375,000 | |
| INSIGHT MEDITATION CENTER OF THE MID-PENINSULA | |||||||
| 108 BIRCH ST | REDWOOD CITY | CA | 94062 | PC | GENERAL OPERATING SUPPORT | $400 | |
| INSIGHT MEDITATION CENTER OF THE MID-PENINSULA | |||||||
| 108 BIRCH ST | REDWOOD CITY | CA | 94062 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| INSTITUTE FOR WASHINGTON'S FUTURE | |||||||
| 2720 VALENCIA ST | BELLINGHAM | WA | 98226 | PC | ECONOMIC JUSTICE | $159,000 | |
| JUST FUTURES IMPACT | |||||||
| 6218 GEORGIA AVE NW | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| KAPPA COMMUNITY DEVELOPMENT FOUNDATION | |||||||
| PO BOX 838 | COLLEGE PARK | MD | 20741 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| KC TENANTS | |||||||
| 620 EAST ARMOUR BOULEVARD | KANSAS CITY | MO | 64109 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| KCTS TELEVISION | |||||||
| 401 MERCER ST | SEATTLE | WA | 98109 | PC | GENERAL OPERATING SUPPORT | $240 | |
| KENTUCKY COALITION | |||||||
| PO BOX 1450 | LONDON | KY | 40743 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| KENWOOD OAKLAND COMMUNITY ORGANIZATION | |||||||
| 4242 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60653 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| KIOO PROJECT | |||||||
| 242 E 25TH ST NO 7B | NEW YORK | NY | 10010 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LA UNION DEL PUEBLO ENTERO | |||||||
| 1601 E BUSINESS HIGHWAY 83 | SAN JUAN | TX | 78589 | PC | GENERAL OPERATING SUPPORT | $375,000 | |
| LAS VEGAS INDIAN CENTER INC | |||||||
| 2300 W BONANZA RD | LAS VEGAS | NV | 89106 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| LATINO COMMUNITY FUND OF WASHINGTON STATE | |||||||
| PO BOX 30669 | SEATTLE | WA | 98103 | PC | ECONOMIC JUSTICE | $264,900 | |
| LATINOS EN SPOKANE | |||||||
| 1502 NORTH MONROE STREET | SPOKANE | WA | 99201 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| LEADERS IGNITING TRANSFORMATION EDUCATION FUND | |||||||
| PO BOX 510500 | MILWAUKEE | WI | 53202 | PC | COMMUNITY ORGANIZING | $500,000 | |
| LOGAN SQUARE NEIGHBORHOOD ASSOCIATION DBA PALENQUE LSNA | |||||||
| 2840 N MILWAUKEE AVENUE | CHICAGO | IL | 60618 | PC | GENERAL OPERATING SUPPORT | $375,000 | |
| LOOK2JUSTICE | |||||||
| 3009 N 10TH ST | TACOMA | WA | 98406 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LOWER MUSCOGEE CREEK TRIBE EAST OF THE MISSISSIPPI INC | |||||||
| 107 TALL PINE DRIVE | WHIGHAM | GA | 39897 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MAJORITY ACTION | |||||||
| 8705 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | PC | ECONOMIC JUSTICE | $1,500,000 | |
| MARCH 13 FUND | |||||||
| 4056 W 31ST ST | CHICAGO | IL | 60623 | PC | COMMUNITY ORGANIZING | $15,000 | |
| MARCH ON WASHINGTON FILM FESTIVAL | |||||||
| 1341 G ST NW 5TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MARYLAND PHILANTHROPY NETWORK | |||||||
| 1600 W 41ST ST SUITE 700 | BALTIMORE | MD | 21211 | PC | COMMUNITY ORGANIZING | $7,500 | |
| MERRYMAC FARM SANCTUARY | |||||||
| 490 LIME KILN RD | CHARLOTTE | VT | 05445 | PC | GENERAL OPERATING SUPPORT | $418 | |
| MIDDLE GEORGIA COMMUNITY FOOD BANK INC | |||||||
| 4490 OCMULGEE E BLVD | MACON | GA | 31217 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| MIJENTE SUPPORT COMMITTEE | |||||||
| 734 W POLK STREET | PHOENIX | AZ | 85007 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MIMI KIM | |||||||
| 515 N LARCHMONT BLVD | LOS ANGELES | CA | 90004 | I | 2023 FREEDOM SCHOLAR AWARD | $250,000 | NONE |
| MISSISSIPPI CENTER FOR JUSTICE | |||||||
| 210 E CAPITOL STREET SUITE 1800 | JACKSON | MS | 39201 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MISSISSIPPI LOW-INCOME CHILD CARE INITIATIVE | |||||||
| P O BOX 204 | BILOXI | MS | 39533 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MORE PERFECT UNION FOUNDATION | |||||||
| PO BOX 8147 | ALEXANDRIA | VA | 22306 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| MORE PERFECT UNION FOUNDATION | |||||||
| PO BOX 8147 | ALEXANDRIA | VA | 22306 | PC | ECONOMIC JUSTICE | $50,000 | |
| MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA DE SAN JOSE | |||||||
| 510 S 1ST ST | SAN JOSE | CA | 95113 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| NAEVA | |||||||
| 7906 MENAUL BLVD NE | ALBUQUERQUE | NM | 87110 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NATIONAL TRUST FOR LOCAL NEWS | |||||||
| 405 WALTHAM ST | LEXINGTON | MA | 02421 | PC | GENERAL OPERATING SUPPORT | $635,000 | |
| NATIVE AMERICAN YOUTH AND FAMILY CENTER | |||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | PC | GENERAL OPERATING SUPPORT | $3,615 | |
| NATIVE AMERICAN YOUTH AND FAMILY CENTER | |||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | PC | GENERAL OPERATING SUPPORT | $4,050 | |
| NATIVE AMERICANS IN PHILANTHROPY | |||||||
| 1140 3RD STREET NE 2ND FLOOR | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $750,000 | |
| NC CONGRESS OF LATINO ORGANIZATIONS NCCLO | |||||||
| 4907 GARRETT RD | DURHAM | NC | 27707 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NEO PHILANTHROPY | |||||||
| 1001 6TH AVE | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW MEXICO ACEQUIA ASSOCIATION | |||||||
| 805 EARLY STREET SUITE 203B | SANTA FE | NM | 87505 | PC | GENERAL OPERATING SUPPORT | $187,500 | |
| NEW NORTH CAROLINA PROJECT | |||||||
| 6012 BAYFIELD PKWY | CONCORD | NC | 28027 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NEW ORLEANS WORKERS' CENTER FOR RACIAL JUSTICE | |||||||
| 3500 CANAL STREET 2ND FL | NEW ORLEANS | LA | 70112 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| NEW VENTURE FUND | |||||||
| 1201 W CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | EDUCATION | $150,000 | |
| NEXTGEN EDUCATION FUND | |||||||
| 548 MARKET ST | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| NICHOLAS HOUSE INC | |||||||
| PO BOX 15577 | ATLANTA | GA | 30312 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NOLLIE JENKINS FAMILY CENTER | |||||||
| 25 GLENDALE STREET | DURANT | MS | 39063 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NONPROFIT INFORMATION NETWORKING ASSOCIATION | |||||||
| PO BOX 961749 | BOSTON | MA | 21960 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | |||||||
| 711 HILLSBOROUGH ST | RALEIGH | NC | 27603 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NORTH CAROLINA BLACK ALLIANCE INC | |||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NORTH CAROLINA ENVIRONMENTAL JUSTICE NETWORK | |||||||
| 3534 EDWARDS MILL RD | RALEIGH | NC | 27612 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NORTH STAR CENTER | |||||||
| 930 BURKE ST | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OLE EDUCATION FUND | |||||||
| 411 BELLAMAH AVENUE NW | ALBUQUERQUE | NM | 87102 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ONEAMERICA | |||||||
| 1225 S WELLER STREET SUITE 430 | SEATTLE | WA | 98144 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| ORGANIZED COMMUNITIES AGAINST DEPORTATIONS | |||||||
| 4811 N CENTRAL PARK AVE | CHICAGO | IL | 60625 | PC | GENERAL OPERATING SUPPORT | $99,000 | |
| ORGANIZING NEIGHBORHOODS FOR EQUALITY NORTHSIDE | |||||||
| 4648 N RACINE AVENUE | CHICAGO | IL | 60640 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| OXFORD AMERICAN LITERACY PROJECT | |||||||
| 120 IRBY HALL 201 DONAGHEY AVE | CONWAY | AR | 72035 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PAGE TURNERS MAKE GREAT LEARNERS INC | |||||||
| PO BOX 7723 | ATLANTA | GA | 30357 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| PEOPLE FIRST OF WASHINGTON | |||||||
| PO BOX 11953 | OLYMPIA | WA | 98508 | PC | GENERAL OPERATING SUPPORT | $65,000 | |
| PEOPLE'S LOBBY EDUCATION INSTITUTE | |||||||
| 2229 S MICHIGAN AVE | CHICAGO | IL | 60616 | PC | GENERAL OPERATING SUPPORT | $138,000 | |
| PIKE PLACE MARKET FOUNDATION | |||||||
| 93 PIKE STREET | SEATTLE | WA | 98101 | PC | GENERAL OPERATING SUPPORT | $1,030 | |
| PODER IN ACTION | |||||||
| 2829 N 65TH DR | PHOENIX | AZ | 85035 | PC | GENERAL OPERATING SUPPORT | $149,250 | |
| POLICYLINK | |||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| POLICYLINK | |||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 94612 | PC | EDUCATION | $15,000 | |
| POWER COALITION FOR EQUITY AND JUSTICE | |||||||
| 4930 WASHINGTON AVENUE | BATON ROUGE | LA | 70125 | PC | COMMUNITY ORGANIZING | $418,750 | |
| POWER SHIFT NETWORK | |||||||
| PO BOX 73116 | WASHINGTON | DC | 20056 | PC | ADVOCACY | $1,000 | |
| PREMILLA NADASEN | |||||||
| 5444 ARLINGTON AVE | THE BRONX | NY | 10471 | I | 2023 FREEDOM SCHOLAR AWARD | $235,000 | NONE |
| PUENTE HUMAN RIGHTS MOVEMENT | |||||||
| PO BOX 21837 | PHOENIX | AZ | 85036 | PC | GENERAL OPERATING SUPPORT | $212,500 | |
| REPOWER FUND | |||||||
| PO BOX 64689 | SAINT PAUL | MN | 55164 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| REACH WOMENS NETWORK | |||||||
| 2618 ARBOR PL CT | WINSTONSALEM | NC | 27104 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||
| 3100 MARINE ST | BOULDER | CO | 80309 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| REYNOLDA HOUSE INC | |||||||
| 2250 REYNOLDA RD | WINSTONSALEM | NC | 27106 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| RURAL PEOPLE'S PLATFORM | |||||||
| PO BOX 1452 | WINTHROP | WA | 98862 | PC | GENERAL OPERATING SUPPORT | $40,500 | |
| RVC SEATTLE | |||||||
| 1225 S WELLER ST SUITE 400 | SEATTLE | WA | 98144 | PC | COMMUNITY ORGANIZING | $91,000 | |
| RVC SEATTLE | |||||||
| 1225 S WELLER ST SUITE 400 | SEATTLE | WA | 98144 | PC | COMMUNITY ORGANIZING | $137,000 | |
| SEATTLE ARTS AND LECTURES | |||||||
| 340 15TH AVE E | SEATTLE | WA | 98112 | PC | GENERAL OPERATING SUPPORT | $400 | |
| SEATTLE FOUNDATION | |||||||
| 1601 FIFTH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | PC | LEADERSHIP DEVELOPMENT | $250,000 | |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVENUE | SEATTLE | WA | 98122 | PC | EDUCATION | $200 | |
| SECOND HARVEST FOOD BANK OF COASTAL GEORGIA INC | |||||||
| 2501 E PRESIDENT ST | SAVANNAH | GA | 31404 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| SECOND HARVEST OF SOUTH GEORGIA INC | |||||||
| 1411 HARBIN CIR | VALDOSTA | GA | 31601 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| SHADES OF MOTHERHOOD NETWORK | |||||||
| 3319 E CONGRESS AVE | SPOKANE | WA | 99223 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| SHOWING UP FOR RACIAL JUSTICE EDUCATION FUND | |||||||
| PO BOX 1053 | BUFFALO | NY | 14205 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SHOWING UP FOR RACIAL JUSTICE EDUCATION FUND | |||||||
| PO BOX 1053 | BUFFALO | NY | 14205 | PC | COMMUNITY ORGANIZING | $1,000 | |
| SOA VILLAGE HOUSING | |||||||
| 490 LAKE PARK AVE UNIT 16242 | OAKLAND | CA | 94610 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | PC | COMMUNITY ORGANIZING | $250,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | PC | EDUCATION | $20,000 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | ECONOMIC JUSTICE | $20,000 | |
| SOMOS SIEMBRA | |||||||
| 801 NEW GARDEN RD | GREENSBORO | NC | 27410 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| SOMOS UN PUEBLO UNIDO | |||||||
| 1804 ESPINACITAS STREET | SANTA FE | NM | 87505 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| SOUTHERN CALIFORNIA LIBRARY | |||||||
| 6120 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| SOUTHERN COALITION FOR SOCIAL JUSTICE | |||||||
| 5517 DURHAM-CHAPEL HILL BLVD | DURHAM | NC | 27707 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| SOUTHERN VISION ALLIANCE | |||||||
| PO BOX 51698 | DURHAM | NC | 27712 | PC | COMMUNITY ORGANIZING | $75,000 | |
| SOUTHERNERS ON NEW GROUND | |||||||
| 561 W WHITEHALL ST SW | ATLANTA | GA | 30310 | PC | GENERAL OPERATING SUPPORT | $418,750 | |
| SOUTHSIDERS ORGANIZED FOR UNITY AND LIBERATION | |||||||
| 11211 SOUTH ST LAWRENCE STREET | CHICAGO | IL | 60627 | PC | GENERAL OPERATING SUPPORT | $122,250 | |
| SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION | |||||||
| 1216 DAWSON ROAD | ALBANY | GA | 31707 | PC | GENERAL OPERATING SUPPORT | $720,900 | |
| SOUTHWEST ORGANIZING PROJECT | |||||||
| 211 10TH ST SW | ALBUQUERQUE | NM | 87102 | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| SOWEGA RISING | |||||||
| PO BOX 5261 | ALBANY | GA | 31701 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOWEGA RISING | |||||||
| PO BOX 5261 | ALBANY | GA | 31701 | PC | GENERAL OPERATING SUPPORT | $177,750 | |
| SOWEGA RISING | |||||||
| PO BOX 5261 | ALBANY | GA | 31701 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SPOKANE PUBLIC RADIO | |||||||
| 1229 N MONROE ST | SPOKANE | WA | 99201 | PC | GENERAL OPERATING SUPPORT | $360 | |
| STAND UP NASHVILLE | |||||||
| 810 DOMINICAN DR | NASHVILLE | TN | 37228 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT RESOURCE PROJECT | |||||||
| P O BOX 12667 | KNOXVILLE | TN | 37912 | PC | GENERAL OPERATING SUPPORT | $110,250 | |
| STUDENT TUTORING & ENRICHMENT PROGRAM | |||||||
| 120 OLD LETOHATCHEE RD | HAYNEVILLE | AL | 36040 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SUNNYSIDE UNIFIED SCHOOL DISTRICT FOUNDATION INC | |||||||
| 2238 EAST GINTER ROAD | TUCSON | AZ | 85706 | PC | COMMUNITY ORGANIZING | $30,000 | |
| SUSTAINABLE WATER ENERGY AND ECONOMIC TRANSITION IN ALABAMA | |||||||
| 1907 5TH STREET S | BIRMINGHAM | AL | 35205 | PC | ECONOMIC JUSTICE | $25,000 | |
| TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC) | |||||||
| 3310 EZELL RD | NASHVILLE | TN | 37211 | PC | GENERAL OPERATING SUPPORT | $175,000 | |
| TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION (TIRRC) | |||||||
| 3310 EZELL RD | NASHVILLE | TN | 37211 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| TEWA WOMEN UNITED | |||||||
| PO BOX 397 | SANTA CRUZ | NM | 87567 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | |||||||
| PO BOX 120296 | SAN ANTONIO | TX | 78212 | PC | GENERAL OPERATING SUPPORT | $418,750 | |
| THE HANA CENTER | |||||||
| 4300 N CALIFORNIA AVE | CHICAGO | IL | 60618 | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| THE LAUNDROMAT PROJECT INC | |||||||
| 1476 FULTON STREET | BROOKLYN | NY | 11216 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE PRAXIS PROJECT INC | |||||||
| PO BOX 7259 | OAKLAND | CA | 94601 | PC | COMMUNITY ORGANIZING | $20,000 | |
| THE SPECTRUM CENTER | |||||||
| PO BOX 3222 | SPOKANE | WA | 99220 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE WINSTON-SALEM FOUNDATION | |||||||
| 751 W FOURTH STREET | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | COMMUNITY ORGANIZING | $416,750 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | ECONOMIC JUSTICE | $150,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | COMMUNITY ORGANIZING | $450,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | ADVOCACY | $750,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | COMMUNITY ORGANIZING | $175,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | ADVOCACY | $35,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | PC | COMMUNITY ORGANIZING | $500,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | PC | COMMUNITY ORGANIZING | $100,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | PC | ECONOMIC JUSTICE | $600,000 | |
| TO NIZHONI ANI | |||||||
| PO BOX 483 | KYKOTSMOVI VILLAGE | AZ | 86039 | PC | GENERAL OPERATING SUPPORT | $108,875 | |
| TOWN OF FORT DEPOSIT | |||||||
| 751 EDGEWOOD DRIVE | FORT DEPOSIT | AL | 36032 | GOV | GENERAL OPERATING SUPPORT | $20,000 | |
| TRANSLASH MEDIA INC | |||||||
| 1135 BEDFORD AVE | BROOKLYN | NY | 11216 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TRIAD CULTURAL ARTS INC | |||||||
| PO BOX 20041 | WINSTONSALEM | NC | 27120 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| UNITE HERE EDUCATION AND SUPPORT FUND | |||||||
| 275 7TH AVE | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| UNIVERSITY AT BUFFALO FOUNDATION INC | |||||||
| PO BOX 900 | BUFFALO | NY | 14226 | PC | LEADERSHIP DEVELOPMENT | $15,000 | |
| UNIVERSITY DISTRICT FOOD BANK | |||||||
| 5017 ROOSEVELT WAY NORTHEAST | SEATTLE | WA | 98105 | PC | GENERAL OPERATING SUPPORT | $200 | |
| UNIVERSITY OF VERMONT HEALTH NETWORK HOME HEALTH & HOSPICE | |||||||
| 1110 PRIM ROAD | COLCHESTER | VT | 05446 | PC | COMMUNITY ORGANIZING | $1,998 | |
| UNIVERSITY OF WASHINGTON | |||||||
| 4300 ROOSEVELT WAY NE | SEATTLE | WA | 98195 | GOV | EDUCATION | $20,000 | |
| UNIVERSITY OF WASHINGTON | |||||||
| 4300 ROOSEVELT WAY NE | SEATTLE | WA | 98195 | GOV | EDUCATION | $15,000 | |
| VERA PROJECT | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | PC | GENERAL OPERATING SUPPORT | $200 | |
| WARD 8 WOODS CONSERVANCY | |||||||
| 3214 11TH PL SE | WASHINGTON | DC | 20032 | PC | GENERAL OPERATING SUPPORT | $410 | |
| WASAT COMMUNITY | |||||||
| PO BOX 21961 | SEATTLE | WA | 98118 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| WASHINGTON COMMUNITY ACTION NETWORK EDUCATION AND RESEARCH FUND | |||||||
| 1806 E YESLER WAY | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| WASHINGTON IMMIGRANT SOLIDARITY NETWORK | |||||||
| 2420 4TH AVE S | SEATTLE | WA | 98134 | PC | COMMUNITY ORGANIZING | $223,000 | |
| WASHINGTON PROGRESS FUND | |||||||
| 1511 3RD AVENUE | SEATTLE | WA | 98118 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WE ARE DOWN HOME | |||||||
| PO BOX 10671 | GREENSBORO | NC | 27404 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WESPAC FOUNDATION INC | |||||||
| 77 TARRYTOWN RD SUITE 2W | WHITE PLAINS | NY | 10607 | PC | COMMUNITY ORGANIZING | $35,000 | |
| WINDWARD FUND | |||||||
| 1828 L ST NW STE 300 C | WASHINGTON | DC | 20036 | PC | COMMUNITY ORGANIZING | $750,000 | |
| WINSTON-SALEM URBAN LEAGUE | |||||||
| 201 W 5TH ST | WINSTONSALEM | NC | 27101 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WOMEN WITH A VISION | |||||||
| 2030 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | PC | GENERAL OPERATING SUPPORT | $187,500 | |
| WORKERS DEFENSE PROJECT | |||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| WORKERS LAB | |||||||
| 1111 BROADWAY | OAKLAND | CA | 94607 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,812,614 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALABAMA COALITION FOR IMMIGRANT JUSTICE UNITED | ||||||
| 1826 6TH AVENUE S | IRONDALE | AL | 35210 | PC | GENERAL OPERATING SUPPORT | $132,600 |
| ALABAMA COALITION FOR IMMIGRANT JUSTICE UNITED | ||||||
| 1826 6TH AVENUE S | IRONDALE | AL | 35210 | PC | GENERAL OPERATING SUPPORT | $110,500 |
| B LAB COMPANY | ||||||
| PO BOX 37635 | PHILADELPHIA | PA | 19101 | PC | GENERAL OPERATING SUPPORT | $150,000 |
| BLACK BAR MITZVAH | ||||||
| 450 N ROXBURY DR 8TH FLOOR | BEVERLY HILLS | CA | 90210 | NC | ADVOCACY | $125,000 |
| COMMUNITY CHANGE | ||||||
| 1536 U ST NW | WASHINGTON | DC | 20009 | PC | LEADERSHIP DEVELOPMENT | $144,791 |
| COMPANIES FOR CAUSES | ||||||
| 1899 L STREET NW STE 850 | WASHINGTON | DC | 20036 | PC | ECONOMIC JUSTICE | $200,000 |
| CROSSROADS FUND | ||||||
| 3411 WEST DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | PC | COMMUNITY ORGANIZING | $1,500,000 |
| CROSSROADS FUND | ||||||
| 3411 WEST DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | PC | COMMUNITY ORGANIZING | $1,500,000 |
| FINANCIAL SERVICES STAKEHOLDER PROJECT NFP | ||||||
| 2513 N CENTRAL PARK AVE | CHICAGO | IL | 60647 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| FOOT SOLDIERS PARK | ||||||
| 519 CHURCH ST | SELMA | AL | 36701 | PC | GENERAL OPERATING SUPPORT | $833,333 |
| FOOT SOLDIERS PARK | ||||||
| 519 CHURCH ST | SELMA | AL | 36701 | PC | GENERAL OPERATING SUPPORT | $833,333 |
| FOUR BANDS COMMUNITY FUND | ||||||
| 412 MAIN ST | EAGLE BUTTE | SD | 57625 | PC | ECONOMIC JUSTICE | $250,000 |
| JUST FUTURES IMPACT | ||||||
| 6218 GEORGIA AVE NW | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| LATINO COMMUNITY FUND OF WASHINGTON STATE | ||||||
| PO BOX 30669 | SEATTLE | WA | 98103 | PC | ECONOMIC JUSTICE | $353,200 |
| LATINO COMMUNITY FUND OF WASHINGTON STATE | ||||||
| PO BOX 30669 | SEATTLE | WA | 98103 | PC | ECONOMIC JUSTICE | $132,450 |
| LATINO COMMUNITY FUND OF WASHINGTON STATE | ||||||
| PO BOX 30669 | SEATTLE | WA | 98103 | PC | ECONOMIC JUSTICE | $132,450 |
| MORE PERFECT UNION FOUNDATION | ||||||
| PO BOX 8147 | ALEXANDRIA | VA | 22306 | PC | GENERAL OPERATING SUPPORT | $150,000 |
| RURAL PEOPLE'S PLATFORM | ||||||
| PO BOX 1452 | WINTHROP | WA | 98862 | PC | GENERAL OPERATING SUPPORT | $22,500 |
| RURAL PEOPLE'S PLATFORM | ||||||
| PO BOX 1452 | WINTHROP | WA | 98862 | PC | GENERAL OPERATING SUPPORT | $13,500 |
| RURAL PEOPLE'S PLATFORM | ||||||
| PO BOX 1452 | WINTHROP | WA | 98862 | PC | GENERAL OPERATING SUPPORT | $13,500 |
| SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION | ||||||
| 1216 DAWSON ROAD | ALBANY | GA | 31707 | PC | GENERAL OPERATING SUPPORT | $400,500 |
| SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION | ||||||
| 1216 DAWSON ROAD | ALBANY | GA | 31707 | PC | GENERAL OPERATING SUPPORT | $240,300 |
| SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION | ||||||
| 1216 DAWSON ROAD | ALBANY | GA | 31707 | PC | GENERAL OPERATING SUPPORT | $240,300 |
| SOWEGA RISING | ||||||
| PO BOX 5261 | ALBANY | GA | 31701 | PC | GENERAL OPERATING SUPPORT | $98,750 |
| SOWEGA RISING | ||||||
| PO BOX 5261 | ALBANY | GA | 31701 | PC | GENERAL OPERATING SUPPORT | $59,250 |
| SOWEGA RISING | ||||||
| PO BOX 5261 | ALBANY | GA | 31701 | PC | GENERAL OPERATING SUPPORT | $59,250 |
| TIDES CENTER | ||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | ECONOMIC JUSTICE | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,170,507 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,657 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,660,975 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,203,770 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENTS | $5,000 | ||
| DEFERRED TAX BENEFIT | 01 | $215,425 | |
| INCOME FROM PROGRAM-RELATED INVESTMENTS | -$17,499 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,092,895 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,499 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,080,396 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | RETURN OF PRIOR PERIOD QUALIFYING DISTRIBUTIONS |
| 11D | INCOME FROM PROGRAM-RELATED INVESTMENTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | Yes (1) | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| MARGUERITE CASEY ACTION FUND | ||
| 1b(4) | $44,494 | REIMBURSEMENT FOR COST OF SHARED SERVICES. |
| MARGUERITE CASEY ACTION FUND | ||
| 1b(5) | $12,272 | NOTE RECEIVABLE |
| MARGUERITE CASEY ACTION FUND | ||
| 1c | $0 | SHARED FACILITIES AND EMPLOYEES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGUERITE CASEY ACTION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | MARGUERITE CASEY FOUNDATION IS THE FOUNDER OF THE MARGUERITE CASEY ACTION FUND AND THEY WILL HAVE A CONTINUING RELATIONSHIP THROUGH A SHARED SERVICES AGREEMENT. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (15 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WALTER AND ELISE HAAS FUND | ||||||
| 1 | 1 LOMBARD STREET STE 305 | SAN FRANCISCO | CA | 94111 | $25,000 | Yes (X) |
| SOLIDAIRE NETWORK | ||||||
| 2 | 1423 BROADWAY 314 | OAKLAND | CA | 94612 | $5,000 | Yes (X) |
| HUMBOLDT AREA FOUNDATION AND WILD RIVERS COMMUNITY FOUNDATION | ||||||
| 3 | 363 INDIANOLA ROAD | BAYSIDE | CA | 95524 | $5,000 | Yes (X) |
| STUPSKI FOUNDATION | ||||||
| 4 | 90 NEW MONTGOMERY ST SUITE 1100 | SAN FRANCISCO | CA | 94105 | $50,000 | Yes (X) |
| HUMANITY UNITED | ||||||
| 5 | 1775 PENNSYLVANIA AVE NW SUITE 500 | WASHINGTON | DC | 20006 | $25,000 | Yes (X) |
| EMPIRE HEALTH FOUNDATION | ||||||
| 6 | PO BOX 244 | SPOKANE | WA | 99210 | $10,000 | Yes (X) |
| WOODCOCK FOUNDATION | ||||||
| 7 | 1411 BROADWAY 16TH FL | NEW YORK | NY | 10018 | $10,000 | Yes (X) |
| ARCORA FOUNDATION | ||||||
| 8 | 400 FAIRVIEW AVE | SEATTLE | WA | 98109 | $10,000 | Yes (X) |
| STEELCASE FOUNDATION | ||||||
| 9 | 901 44TH STREET SE | GRAND RAPIDS | MI | 49508 | $10,000 | Yes (X) |
| IMAGINABLE FUTURES | ||||||
| 10 | 1991 BROADWAY SUITE 200 | REDWOOD CITY | CA | 94063 | $10,000 | Yes (X) |
| MS FOUNDATION FOR WOMEN | ||||||
| 11 | 1 WILLOUGHBY SQ SUITE 2000 | BROOKLYN | NY | 11201 | $10,000 | Yes (X) |
| THRESHOLD PHILANTHROPY | ||||||
| 12 | 120 LAKESIDE AVE STE 310 | SEATTLE | WA | 98122 | $7,500 | Yes (X) |
| PETER E HAAS JR FAMILY FUND | ||||||
| 13 | 5 HAMILTON LANDING 200 | NOVATO | CA | 94949 | $25,000 | Yes (X) |
| FLORA FAMILY FOUNDATION | ||||||
| 14 | 2121 SAND HILL ROAD SUITE 123 | MENLO PARK | CA | 94025 | $10,000 | Yes (X) |
| WOODS FUND CHICAGO | ||||||
| 15 | 200 WEST MADISON 3RD FLOOR | CHICAGO | IL | 60606 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDITING FEES | CategoryTxt |
| Amt | $317,178 | Amt |
| Net Investment Income | $53,702 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $206,975 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| VAMOS VENTURES: FUND WHICH INVESTS IN EARLY-STAGE, TECH-ENABLED COMPANIES LED BY LATINX AND DIVERSE FOUNDERS. ITS MISSION IS TO EMPOWER DIVERSE COMMUNITIES THROUGH WEALTH CREATION, TALENT PIPELINES, SOCIAL MOBILITY, AND UNIQUE TECH-DRIVEN SOLUTIONS TO CHALLENGES PERSISTENT IN COMMUNITIES. | $100,000 |
| AMERICAN SOUTH REAL ESTATE FUND: EQUITY FUND THAT SEEKS TO MAKE EQUITY AND MEZZANINE-LEVEL INVESTMENTS IN MULTIFAMILY, RETAIL, OFFICE, INDUSTRIAL AND MIXED-USE REAL ESTATE PROJECTS IN LOW- AND MODERATE-INCOME NEIGHBORHOODS LOCATED IN SECONDARY AND TERTIARY MARKETS IN THE SOUTHERN UNITED STATES. | $99,136 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN SOUTH REAL ESTATE FUND | ||||||||||
| 1281 WESTWOOD BLVD STE 200 | LOS ANGELES | CA | 90024 | 2018-12-21 | $1,988,427 | PRI INVESTMENT: TO INVEST IN REAL ESTATE PROJECTS IN 10 SOUTHERN STATES WHICH WILL CREATE WORKFORCE HOUSING, CONSTRUCTION AND PERMANENT JOBS THAT WILL BENEFIT LOW-INCOME COMMUNITIES AND FURTHERING THE FOUNDATION'S TAX EXEMPT PURPOSE. | $1,988,427 | NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. | 4/30/19, 7/26/20, 8/28/20, 11/20/20, 4/30/21, 04/26/23, 4/29/24 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| VAMOSVENTURES FUND I LP | ||||||||||
| 745 SOUTH OAKLAND AVENUE | PASADENA | CA | 91106 | 2020-12-18 | $700,000 | VAMOSVENTURES IS A VENTURE CAPITAL PRI INVESTMENT THAT INVESTS IN EARLY-STAGE, TECH-ENABLED COMPANIES LED BY LATINX AND DIVERSE FOUNDERS. VAMOSVENTURES AIMS TO INVEST IN COMPANIES DISMANTLING INEQUITIES ACROSS HEALTHCARE, WEALTH CREATION, FUTURE OF INCOME, AND CLIMATE CHANGE. VAMOSVENTURES BELIEVES HIGH-GROWTH AND SCALABLE TECH SOLUTIONS WILL BE THE CATALYST FOR A MORE EQUITABLE TOMORROW | $700,000 | NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. | 5/14/22, 5/12/23, 5/29/24 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| CANARY | ||||||||||
| 5 UNION SQUARE WEST 1067 | NEW YORK | NY | 10003 | 2021-01-01 | $500,000 | CANARY IS AN EQUITY PRI THAT IS COMMITTED TO PROVIDING TIMELY FINANCIAL ASSISTANCE AND THE EVOLUTION OF THE SOCIAL SAFETY NET. | $500,000 | NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. | 4/27/22, 01/20/23, 8/8/23, 5/21/24 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| GENBIOPRO | ||||||||||
| 2215-B RENAISSANCE DRIVE | LAS VEGAS | NV | 89119 | 2022-12-31 | $800,000 | GENBIOPRO IS A DEBT PRI TO FUND CLINICAL TRIALS TO ESTABLISH ADDITIONAL FOOD AND DRUG ADMINISTRATION APPROVED INDICATIONS FOR THE MEDICATION MIFEPRISTONE IN SUPPORT OF THE CREATION OF AN INTEGRATED AND EXPANDED PORTFOLIO OF REPRODUCTIVE HEALTH PRODUCTS. | $800,000 | NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. | 9/22/23, 9/03/24 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| BLACK BAR MITZVAH | ||||||||||
| 450 N ROXBURY DR 8TH FLOOR | BEVERLY HILLS | CA | 90210 | 2023-10-02 | $125,000 | THE MISSION OF THE BLACK BAR MITZVAH - MCF DEVELOPMENT FUND IS TO GIVE DIVERSE AND EMERGING FILMMAKERS THEIR CHANCE TO WRITE A FEATURE OR MAKE THEIR SHORT FILM, WHILE ENSURING THAT THE PROJECT IS COMPRISED OF DIVERSE POPULATIONS IN FRONT OF THE CAMERA AND BEHIND IT. THIS FUND WILL OPTION INTELLECTUAL PROPERTY, FUND SHORT FILMS, AND FUND THE WRITING OF FEATURE FILM SCRIPTS CREATED BY DIVERSE CREATORS WHO COME FROM UNDERREPRESENTED COMMUNITIES WITHIN THE ENTERTAINMENT SECTOR. | $125,000 | NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUNDS. | 4/03/24 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| EQUITABLE PROSPERITY FUND | ||||||||||
| 25 SYLVAN RD S SUITE B | WESTPORT | CT | 06880 | 2023-06-30 | $554,184 | THE EQUITABLE PROSPERITY FUND IS A GROWTH STAGE IMPACT INVESTMENT FUND DESIGNED TO FILL THE CAPITAL GAP NEEDED TO PROPEL COMMUNITY-CENTRIC ENTERPRISES TO SCALE AND CREATE MEASURABLE IMPACT. | $554,184 | NO KNOWN DIVERSION OF ANY PORTION OF THE PRI FUNDS. | 4/12/24 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORTGAGE-BACKED SECURITIES | $5,488,872 | $5,488,872 |
| U.S. BONDS | $62,201,253 | $62,201,253 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK MSCI EQ INDEX FD B RUSSIA | $33 | $33 |
| BLACKROCK SHORT-TERM INVESTMENT FUND B | $169 | $169 |
| APERIO | $231,206,621 | $231,206,621 |
| HAVEN GLOBAL INTERNATIONAL EQUITY | $18,929,673 | $18,929,673 |
| VSQUARE GLOBAL RACIAL | $97,044,447 | $97,044,447 |
| ENGINE NO 1 TRANSFOR | $30,813,480 | $30,813,480 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $59,312,890 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $59,312,890 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (68 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARC CAPITAL PARTNERS FUND I (ARC URBAN FUND) | FMV | $2,818,619 | $2,818,619 |
| ARTEMIS REAL ESTATE FUND III LP | FMV | $3,854,030 | $3,854,030 |
| ARTEMIS REAL ESTATE FUND IV LP | FMV | $983,210 | $983,210 |
| ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH SIDECAR FUND LP | FMV | $5,234,040 | $5,234,040 |
| ASB ALLEGIANCE REAL ESTATE FUND LP | FMV | $24,569,540 | $24,569,540 |
| BARINGS CORE PROPERTY FUND LP | FMV | $23,346,124 | $23,346,124 |
| BLACK IMPACT NON OZ 1 LP | FMV | $9,675,546 | $9,675,546 |
| COMUNIDAD PARTNERS SIMFA PARALLEL I LP | FMV | $2,986,923 | $2,986,923 |
| GATEWAY REAL ESTATE FUND VI LP | FMV | $3,165,688 | $3,165,688 |
| GREENOAK US FUND III LP | FMV | $4,149,868 | $4,149,868 |
| GSO ENERGY SELECT OPPORTUNITY FUND LP | FMV | $342,932 | $342,932 |
| LONE STAR REAL ESTATE FUND IV LP | FMV | $1,427,722 | $1,427,722 |
| LONE STAR REAL ESTATE FUND V LP | FMV | $720,090 | $720,090 |
| OAKTREE POWER OPPORTUNITIES FUND V LP | FMV | $5,092,478 | $5,092,478 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND V LP | FMV | $5,369,589 | $5,369,589 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND VI LP | FMV | $231,225 | $231,225 |
| SCULPTOR REAL ESTATE FUND IV LP | FMV | $4,563,201 | $4,563,201 |
| VISTRIA HOUSING FUND LP | FMV | $9,994,652 | $9,994,652 |
| ADAMS STREET PARTNERSHIP FUND 2007 NON US FUND LP | FMV | $1,453,294 | $1,453,294 |
| ADAMS STREET 2008 DIRECT FUND LP | FMV | $512,459 | $512,459 |
| ADAMS STREET PARTNERSHIP FUND - 2008 NON-US FUND LP | FMV | $2,102,870 | $2,102,870 |
| ADAMS STREET PARTNERSHIP FUND 2008 US FUND LP | FMV | $2,297,479 | $2,297,479 |
| ADAMS STREET 2011 US FUND LP | FMV | $8,844,263 | $8,844,263 |
| ADAMS STREET CO-INVESTMENT FUND III A LP | FMV | $4,944,653 | $4,944,653 |
| AUTHENTIC VENTURES II LP | FMV | $505,427 | $505,427 |
| BAIN CAPITAL FUND XII LP | FMV | $10,450,679 | $10,450,679 |
| BASE10 ADVANCEMENT INITIATIVE II GP LLC | FMV | $1,349,163 | $1,349,163 |
| BROOKFIELD CAPITAL PARTNERS FUND IV | FMV | $4,423,338 | $4,423,338 |
| CARRICK CAPITAL PARTNERS FUND III LP | FMV | $11,390,132 | $11,390,132 |
| CARRICK CAPITAL PARTNERS FUND IV LP | FMV | $7,451,360 | $7,451,360 |
| CB OFFSHORE EQUITY FUND IX LP | FMV | $5,977,313 | $5,977,313 |
| CLEARLAKE CAPITAL PARTNERS IV LP | FMV | $5,070,975 | $5,070,975 |
| CLEARLAKE CAPITAL PARTNERS V LP | FMV | $9,309,235 | $9,309,235 |
| CLEARLAKE CAPITAL PARTNERS VI LP | FMV | $4,770,657 | $4,770,657 |
| CLEARLAKE CAPITAL PARTNERS VII LP | FMV | $5,173,082 | $5,173,082 |
| CRESSEY AND COMPANY FUND VI LP | FMV | $5,089,115 | $5,089,115 |
| DBL PARTNERS IV LP | FMV | $4,825,426 | $4,825,426 |
| DUNES POINT CAPITAL II | FMV | $8,377,172 | $8,377,172 |
| GEORGIAN PARTNERS GROWTH FUND (INTL) V LP | FMV | $6,500,716 | $6,500,716 |
| GEORGIAN GROWTH FUND (INTL) VI LP | FMV | $3,630,833 | $3,630,833 |
| GREEN EQUITY INVESTORS VII LP | FMV | $8,992,392 | $8,992,392 |
| HARBOURVEST PTNRS VIII-CAYMAN BUYOUT FUND LP | FMV | $197,215 | $197,215 |
| HARBOURVEST PTNRS VIII-CAYMAN MEZZANINE AND DISTRESSED DEBT FUND LP | FMV | $69,860 | $69,860 |
| HARBOURVEST PTNRS VIII-CAYMAN VENTURE FUND LP | FMV | $2,787,703 | $2,787,703 |
| ILLUMEN CAPITAL II LP | FMV | $383,975 | $383,975 |
| IMPACT AMERICA FUND III LP | FMV | $263,256 | $263,256 |
| INCLUDE VENTURES FUND I LP | FMV | $1,820,858 | $1,820,858 |
| KAPOR CAPITAL III LP | FMV | $1,102,161 | $1,102,161 |
| LEERINK TRANSFORMATION FUND I LP | FMV | $5,082,992 | $5,082,992 |
| LITTLEJOHN FUND VI LP | FMV | $5,058,227 | $5,058,227 |
| LONGITUDE VENTURE PARTNERS IV LP | FMV | $4,221,612 | $4,221,612 |
| MAC VENTURE CAPITAL 2019 LP | FMV | $12,696,920 | $12,696,920 |
| MAC VENTURE CAPITAL II LP | FMV | $5,821,234 | $5,821,234 |
| MARLIN EQUITY FUND V-A LP | FMV | $7,539,323 | $7,539,323 |
| MARLIN HERITAGE II-A LP | FMV | $1,561,168 | $1,561,168 |
| NEW VOICES FUND II LP | FMV | $4,009,907 | $4,009,907 |
| RCP FUND VII FEEDER LTD | FMV | $3,122,645 | $3,122,645 |
| RED ARTS CAPITAL OPPORTUNITY FUND I LP | FMV | $2,670,640 | $2,670,640 |
| RIVERWOOD CAPITAL PARTNERS III LP | FMV | $6,000,800 | $6,000,800 |
| RUTHLESS FOR GOOD FUND I LP | FMV | $138,578 | $138,578 |
| STEPSTONE VC MICRO III LP | FMV | $3,601,417 | $3,601,417 |
| ULU VENTURES FUND III LP | FMV | $2,085,938 | $2,085,938 |
| ULU VENTURES FUND IV LP | FMV | $418,595 | $418,595 |
| VIDA VENTURES III LP | FMV | $871,375 | $871,375 |
| VISTA EQUITY PARTNERS FUND VI | FMV | $5,793,383 | $5,793,383 |
| VISTA EQUITY PARTNERS FUND VII | FMV | $5,226,523 | $5,226,523 |
| VISTA FOUNDATION FUND IV LP | FMV | $3,798,386 | $3,798,386 |
| WINDROSE HEALTH INVESTORS V LP | FMV | $6,804,327 | $6,804,327 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $100,983 | $80,134 | $20,849 | $20,849 |
| FURNITURE | $16,952 | $16,952 | $0 | |
| EQUIPMENT | $60,921 | $54,698 | $6,223 | $6,223 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $62,666 | LegalFeesAmt |
| Net Investment Income | $26,063 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,603 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (10 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN SOUTH REAL ESTATE FUND | $1,377,777 | $1,515,060 | $1,515,060 |
| CANARY | $250,000 | $500,000 | $500,000 |
| VAMOS VENTURES | $492,384 | $557,236 | $557,236 |
| NOTE RECEIVABLE FROM SELF-HELP VENTURES FUND | $942,755 | $955,717 | $955,717 |
| NOTE RECEIVABLE FROM MORE PERFECT UNION | $258,073 | $245,025 | $245,025 |
| NOTE RECEIVABLE FROM NAYA | $679,797 | $647,594 | $647,594 |
| NOTE RECEIVABLE FROM GENBIOPRO | $821,366 | $781,469 | $781,469 |
| RIGHT-OF-USE ASSETS | $1,004,469 | $700,990 | $700,990 |
| EQUITABLE PROSPERITY FUND | $0 | $478,796 | $478,796 |
| INTEREST & DIVIDENDS RECEIVABLE | $0 | $587,231 | $587,231 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE | $4,532 | $0 | $0 | $4,532 |
| DUES & SUBSCRIPTIONS | $9,483 | $0 | $0 | $9,483 |
| INSURANCE | $55,520 | $0 | $0 | $74,831 |
| BANK FEES | $1,261 | $1,261 | $0 | $0 |
| SUPPLIES & EQUIPMENT | $153,670 | $0 | $0 | $225,295 |
| TRAINING | $139,502 | $0 | $0 | $139,502 |
| TEMPORARY SERVICES | $388,193 | $0 | $0 | $388,193 |
| FIDUCIARY EXPENSES | $177,777 | $0 | $0 | $177,777 |
| CHARITABLE SPONSORSHIPS AND MEMBERSHIPS | $1,323,600 | $0 | $0 | $1,551,100 |
| OTHER CHARITABLE PROGRAM SERVICES | $985,032 | $0 | $0 | $985,032 |
| EXPENSES FROM PROGRAM-RELATED INVESTMENTS | $0 | $2,518 | $0 | $95,036 |
| PARTNERSHIP INVESTMENT EXPENSES | $0 | $6,467,622 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $68 | $68 | $0 |
| OTHER INCOME FROM PARTNERSHIP INVESTMENTS | -$381,175 | ||
| REIMBURSEMENTS | $5,000 | $0 | $5,000 |
| DEFERRED TAX BENEFIT | $215,425 | $0 | $0 |
| INCOME FROM PROGRAM-RELATED INVESTMENTS | -$17,499 | $62,266 | -$17,499 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $45,306,357 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $2,557,126 | $2,341,701 |
| OPERATING LEASE LIABILITIES | $1,184,163 | $833,293 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $6,144,467 | $1,511,995 | $0 | $0 |
| CONSULTANTS | $837,825 | $0 | $0 | $1,582,446 |
| INFO SYSTEMS SERVICES | $11,309 | $0 | $0 | $11,309 |
| COMMUNICATIONS AND EVENT PRODUCTION CONSULTING | $743,531 | $0 | $0 | $743,531 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PERSONAL PROPERTY TAX | $1,053 | $0 | $0 | $1,053 |
| BUSINESS TAXES | $1,064 | $0 | $0 | $1,064 |
| EXCISE TAXES - CURRENT | $133,692 | $0 | $0 | $0 |
| STATE TAXES | $114,064 | $0 | $0 | $5,200 |
| UNRELATED BUSINESS INCOME TAXES | $630,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $267,924 | $431,793 | $0 | $0 |
Comments