2023-11-10T10:21:09-06:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 834011547 NORTH FUND NORT 2029711330 1828 L STREET NW 300-F WASHINGTON DC 20036 JIM GERSTEIN PRESIDENT 2029711330 2023-11-09 1 JIM GERSTEIN 999009999 0 MICHAEL LUMSDEN P01262236 4159561500 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JIM GERSTEIN 1828 L STREET NW 300-F WASHINGTON DC 20036 46878965 0 X WWW.NORTHFUND.ORG X 2018 DC THE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES. IT FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE. 3 3 0 23 0 0 42712036 46549156 0 0 0 0 214509 329809 42926545 46878965 10896593 26359550 0 0 1874619 1036178 0 0 78000 20616057 16836958 33387269 44232686 9539276 2646279 43517343 38239022 8660715 2736115 34856628 35502907 X THE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES.(CONT. ON SCHEDULE O)THE NORTH FUND FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE. 1 0 41580737 26169550 0 CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: NORTH FUND'S CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROGRAM SUPPORTS A RANGE OF INITIATIVES, INCLUDING PROTECTING AND EXPANDING ACCESS TO AFFORDABLE HEALTH CARE, SAFEGUARDING THE ENVIRONMENT FOR FUTURE GENERATIONS, AND ADVOCATING FOR LGBTQIA+ RIGHTS AND HUMAN RIGHTS. 1255684 70000 0 TECHNOLOGY AND INNOVATION: NORTH FUND'S TECHNOLOGY AND INNOVATION PROGRAM INCLUDES PROTECTING AND INCREASING DATA PRIVACY, ENSURING FAIRNESS AND ACCOUNTABILITY IN CORPORATE TECHNOLOGY PRACTICES, ELEVATING A VARIETY OF VOICES IN THE TECHNOLOGY SPACE, AND PROMOTING CLEAR AND ACCURATE INFORMATION THROUGH ONLINE NETWORKS. 144253 120000 0 HEALTH: NORTH FUND'S HEALTH PROGRAMS FOCUS ON WOMEN'S HEALTH, HEALTHCARE ACCESS, GENDER EQUITY, AND REDUCING HEALTH DISPARITIES. 42980674 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 0 0 0 0 0 1 1 0 0 0 X 3 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MN MS NC ND NH NJ NM NY OR PA RI SC TN UT VA WI WV X X ARABELLA ADVISORS 2025951020 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 JIM GERSTEIN PRESIDENT AND CHAIR 1.00 X X 0 0 0 CRISTINA URIBE TREASURER 1.00 X X 0 0 0 MELANIE BELLER SECRETARY 1.00 X X 0 0 0 SAURABH GUPTA GENERAL COUNSEL 1.00 X 4920 0 0 4920 0 0 0 0 0 0 ELIAS LAW GROUP LLC 10 G ST NE SUITE 600 WASHINGTON DC 20002 LEGAL SERVICES 4135151 ARABELLA ADVISORS 1828 L ST NW SUITE 300 WASHINGTON DC 20036 ADMIN., OPERATIONS & SUPPORT SERVICES 1081640 AB PARTNERS PO BOX 341 MAPLEWOOD NJ 07040 COMMUNICATION SERVICES 1009795 SPECTOR ROH STRATEGIES 316 W WASHINGTON AVE UNIT 675 MADISON WI 53703 MEDIA & COMMUNICATION SRVCS 506375 MOXIE MEDIA 1201 THIRD AVENUE SUITE 2200 SEATTLE WA 98101 MEDIA SERVICES 495500 25 46549156 46549156 GENERAL ADMIN RETAINER 541900 312912 312912 OTHER REVENUE 900099 16897 16897 329809 46878965 0 0 329809 26359550 26359550 4920 492 4428 789379 788390 989 38319 38058 261 141296 140332 964 62264 61839 425 990915 990915 4321760 4296060 25700 22000 22000 870471 870471 4396917 4270058 48859 78000 5034974 5034974 99211 91760 7451 233861 221509 12352 65097 64299 798 131589 131589 457753 457753 490 490 51935 100 51835 LICENSES AND FEES 153861 147573 6288 DUES AND SUBSCRIPTIONS 4594 4594 TAXES 1530 783 747 44232686 42980674 1174012 78000 36017276 32980391 7450000 5020600 41808 25928 14700 490 0 14210 8259 197893 43517343 38239022 2570215 1061115 6090500 1675000 8660715 2736115 X -19225 110834 34875853 35392073 34856628 35502907 43517343 38239022 X 2646279 -2000000 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17625677 0 365277 17260400 17625677 0 EMERGE AMERICA 351 CALIFORNIA STREET SAN FRANCISCO CA 94004 900787684 500000 PLANNED PARENTHOOD VOTES NEW MEXICO COORDINATED COMMITTEE 7900 E UNION AVE DENVER CO 80237 825304066 10400 SOMOS PAC 700 13TH STREET NW WASHINGTON DC 20005 843253759 4100000 PART I-A, LINE 1: FUNDS EXPENDED TO FURTHER SOCIAL WELFARE. SCHEDULE C, PART I-C, LINE 4: THE ORGANIZATION DID NOT INCUR ANY INVESTMENT INCOME DURING 2022; ACCORDINGLY, THERE IS NO TAX ON POLITICAL EXPENDITURES UNDER IRC SECTION 527(F) AND NO FORM 1120-POL FILING IS REQUIRED. 14700 490 14210 14210 X 46878965 0 46878965 0 46878965 46232686 2000000 2000000 44232686 0 44232686 PART X, LINE 2: THE FUND DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FUND FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RETURNED GRANTS 2,000,000. 1 A BETTER WISCONSIN TOGETHER INC 6516 MONONA DRIVE MADISON WI 53716 843646174 501(C)(4) 400000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ACCELERATE ACTION INC 294 WASHINGTON STREET BOSTON MA 02108 823399959 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ACTION FOR LIBERATION PO BOX 6919 DETROIT MI 48206 831522206 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ADVANCE AMERICAN DEMOCRACY INC 300 DELAWARE AVE WILMINGTON DE 19801 920895896 962000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AMERICA VOTES 1155 CONNECTICUT AVE NW WASHINGTON DC 20036 264568349 501(C)(4) 800000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AMERICAN CIVIL LIBERTIES UNION OF MICHIGAN 2966 WOODWARD AVENUE DETROIT MI 48201 381643182 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AVOW INC 1101 W 34TH STREET AUSTIN TX 78705 742007519 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY BALLOT INITIATIVE STRATEGY CENTER INC 1660 L ST NW WASHINGTON DC 20036 043411708 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY BELL ACTION NETWORK 303 E 17TH AVENUE DENVER CO 80203 841550842 501(C)(4) 45000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CARE IN ACTION 45 BROADWAY NEW YORK NY 10006 464605470 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CASE ACTION FUND 1021 S 7TH AVE PHOENIX AZ 85007 454874128 501(C)(4) 20000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CEASEFIRE PENNSYLVANIA 1518 WALNUT STREET PHILADELPHIA PA 19102 460483761 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CENTER FOR CIVIC ACTION 625 SILVER AVE SW ALBUQUERQUE NM 87102 020779812 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CENTER FOR EMPOWERED POLITICS 1042 GRANT AVE SAN FRANCISCO CA 94133 453084134 501(C)(4) 125000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CITIZEN ACTION OF NEW YORK INC 94 CENTRAL AVE ALBANY NY 12206 112644562 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COLORADO CEASEFIRE LEGISLATIVE ACTION PO BOX 7501 DENVER CO 80207 470865736 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COMMITTEE ON STATES PO BOX 1607 RALEIGH NC 27602 842558945 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COMMON CAUSE 805 15TH STREET NW WASHINGTON DC 20005 526078441 501(C)(4) 225250 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COMMON DEFENSE CIVIC ENGAGEMENT 251 W 30TH ST NEW YORK NY 10001 833156982 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY DEEDS ACTION FUND PO BOX 303064 AUSTIN TX 78703 831985863 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY DELAWARE COALITION AGAINST GUN VIOLENCE INC PO BOX 883 HOCKESSIN DE 19707 300769289 501(C)(4) 125000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY DRUM MAJORS FOR CHANGE INC 1984 HOWELL MILL ROAD NW ATLANTA GA 30325 872509435 501(C)(4) 36400 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EMERGE AMERICA 351 CALIFORNIA STREET SAN FRANCISCO CA 94004 900787684 527 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EQUALITY NEW MEXICO 815 CLAREMONT AVE NW ALBUQUERQUE NM 87107 912197418 501(C)(4) 35000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FREE FAIR PA 121 S BROAD ST PHILADELPHIA PA 19107 861432786 501(C)(4) 150000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FREE PRESS ACTION FUND INC PO BOX 60238 FLORENCE MA 01062 043771598 501(C)(4) 40000 0 TECHNOLOGY AND INNOVATION GEORGIA INVESTOR ACTION FUND PO BOX 170515 ATLANTA GA 30317 474777204 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY GLPA LEAD 100 ORNDORF DRIVE BRIGHTON MI 48116 842895367 501(C)(4) 150000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY GUN VIOLENCE PREVENTION ACTION COMMITTEE 126 E WING ST ARLINGTON HEIGHTS IL 60004 815180730 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY HUMANITY FORWARD 122 C STREET NW WASHINGTON DC 20001 844888448 501(C)(4) 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY KANSANS FOR CONSTITUTIONAL FREEDOM INC 4401 W 109TH STREET OVERLAND PARK KS 66211 871244241 501(C)(4) 535000 0 HEALTH KEEP COUNTRY FIRST POLICY ACTION PO BOX 15070 WASHINGTON DC 20003 862932695 501(C)(4) 1050000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY KEEP KANSAS COURTS IMPARTIAL PO BOX 1517 LAWRENCE KS 66044 874629238 501(C)(4) 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY LEADERS IGNITING TRANSFORMATION ACTION FUND INC 2201 N DR MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 823166802 501(C)(4) 150000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MAKE NORTH CAROLINA FIRST PO BOX 648 RALEIGH NC 27602 463981642 501(C)(4) 400000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MICHIGAN CIVIC ACTION FUND 28342 DARTMOUTH ST MADISON HEIGHTS MI 48071 823995979 501(C)(4) 650000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MOTHERING JUSTICE ACTION FUND 17320 LIVERNOIS AVE DETROIT MI 48221 822828323 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NATIONAL LEAGUE OF CITIES 660 N CAPITOL STREET NW WASHINGTON DC 20001 530226780 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW LEFT ACCELERATOR 850 LAUREL STREET ALAMEDA CA 94501 822590752 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OHIO PROGRESSIVE COLLABORATIVE 341 SOUTH THIRD STREET COLUMBUS OH 43215 822146860 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OREGON ALLIANCE FOR GUN SAFETY 4931 SW 76TH AVE PORTLAND OR 97225 471182892 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD ADVOCATES OF MI PO BOX 15104 LANSING MI 48901 382765858 501(C)(4) 750000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS ACTION FUND 7155 E 38TH AVE DENVER CO 80207 841191279 501(C)(4) 90000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD VOTES NEW MEXICO COORDINATED COMMITTEE 7900 E UNION AVE DENVER CO 80237 825304066 527 10400 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY POWER COALITION FOR ELECTORAL JUSTICE 4930 WASHINGTON AVE NEW ORLEANS LA 70125 843880115 501(C)(4) 276000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROGRESS GEORGIA INC 245 N HIGHLAND AVE NE ATLANTA GA 30307 852273152 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROGRESS MICHIGAN 614 SEYMOUR AVE LANSING MI 48933 260900990 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PUBLIC PRIVATE STRATEGIES INSTITUTE 700 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 843330258 501(C)(3) 350000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY RUN FOR SOMETHING ACTION FUND 1900 L ST NW WASHINGTON DC 20036 814761176 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SD USA 611 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 882286627 501(C)(3) 260000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SIXTEEN THIRTY FUND 1201 CONNECTICUT AVE NW WASHINGTON DC 20036 264486735 501(C)(4) 5650000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SOMOS PAC 700 13TH STREET NW WASHINGTON DC 20005 843253759 527 4100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY TEXAS FREEDOM NETWORK PO BOX 1626 AUSTIN TX 78767 742736849 501(C)(4) 50500 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY THE OHIO ORGANIZING CAMPAIGN 25 E BOARDMAN YOUNGSTOWN OH 44503 263064170 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY THE TECH OVERSIGHT PROJECT 700 13TH STREET NW WASHINGTON DC 20005 874209086 501(C)(4) 30000 0 TECHNOLOGY AND INNOVATION TIDES ADVOCACY 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 943153687 501(C)(4) 215000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY TRUST US JUSTICE FUND INC PO BOX 3222 WICHITA KS 67201 873602423 501(C)(4) 85000 0 HEALTH UNIDOSUS ACTION FUND INC 1126 16TH STREET NW WASHINGTON DC 20036 455341145 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY UNITE OREGON ACTION 1390 SE 122ND AVE PORTLAND OR 97233 931231908 501(C)(4) 16500 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WORKMONEY INC 790 N MILWAUKEE ST MILWAUKEE WI 53202 850604101 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 2 58 PART I, LINE 2: THE NORTH FUND MAKES GRANTS TO MULTIPLE ORGANIZATIONS AND COMMITTED COMMUNITY LEADERS. THE FUND REQUIRES GRANTEES TO SIGN GRANT AGREEMENTS CERTIFYING THAT ALL ACTIVITIES ARE CONSISTENT WITH ALLOWABLE SOCIAL WELFARE WORK CONSISTENT WITH THE NORTH FUND'S MISSION AND PURPOSE. THE NORTH FUND REQUIRES THAT GRANTEES SUBMIT INTERIM AND POST-GRANT REPORTS TO HELP ENSURE THAT ALL FUNDS ARE PROPERLY MANAGED AND EXPENDED, AND THE NORTH FUND REQUIRES THAT FUNDS BE RETURNED IF REPORTS ARE NOT PROPERLY FILED OR IF FUNDS ARE NOT SPENT. FORM 990, PART III, LINE 2 DURING THE 2022 TAX YEAR, NORTH FUND COMMENCED THE "TECHNOLOGY AND INNOVATION AND "HEALTH" PROGRAMS. PLEASE SEE FORM 990, PART III, LINE 4B AND 4C FOR ADDITIONAL DETAILS REGARDING THESE PROGRAMS. FORM 990, PART VI, SECTION A, LINE 3 THE NORTH FUND CONTRACTS WITH ARABELLA ADVISORS, A COMPANY WITH EXPERTISE IN PHILANTHROPY, TO PROVIDE ADMINISTRATIVE SUPPORT, ACCOUNTING SERVICES, AND COMPLIANCE SUPPORT RELATED TO THE FUND'S GRANTMAKING AND OPERATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE SEPARATE COMMITTEES IN 2022. ACCORDINGLY, FORM 990, PART VI, SECTION A, LINE 8B HAS BEEN ANSWERED "NO". FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT AND REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY, IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: RETURNED GRANTS -2,000,000.