2022-06-28T09:45:39-05:00 2021-06-30 FULVIO & ASSOCIATES LLP 5 W 37TH STREET 4TH FL NEW YORK NY 10018 990 2020-07-01 311705917 UBUNTU PATHWAYS INC % JACOB LIEF C/O UBUNTU EDU FD UBUN 6468271190 32 BROADWAY NEW YORK NY 10004 JACOB LIEF CEO 6468271190 2022-05-15 true JACOB LIEF 999009999 Gennaro J Fulvio P00531238 2124903113 2022-05-15 3 2020 2022-09-23 18:48:47Z JACOB LIEF 32 BROADWAY NEW YORK NY 10004 2086135 false X www.ubuntufund.org X 1998 NY SEE SCHEDULE O 23 21 9 0 2411351 1929361 0 0 1603 243 11554 156531 2424508 2086135 902203 615371 0 0 1299093 1155802 0 0 593457 512671 366837 2713967 2138010 -289459 -51875 1713335 1553613 336464 181617 1376871 1371996 SEE SCHEDULE O false false 488077 SEE SCHEDULE O 427067 SEE SCHEDULE O 305048 SEE SCHEDULE O 1220192 true true false false false false false false false false true false false true false false true false false true false true false false false false false false false true false false false false false false false true true false false false false true true true false false false 6 0 true 9 true false false false false false true true false false false false false false X 23 21 false false false false false false false true true false true true true true true true true true true true false NY X X JACOB LIEF CO UBUNTU EDU FD 6468271190 32 BROADWAY NEW YORK NY 10004 JACOB LIEF CEO & FOUNDER 40.0 0.0 X X 312320 0 0 JORDAN LEVY CHIEF EXTERNAL RELATIONS 40.0 0.0 X 220730 0 0 JANA ZINDELL CHIEF PROGRAM OFFICER 40.0 0.0 X 213227 0 0 TRAVIS R RANDALL MEMBER 40.0 0.0 X 134628 0 0 ANDREW ROLFE CHAIRMAN 2.0 0.0 X 0 0 0 WILLIAM VOGE LEGAL & GOVERNANCE COMMITTEE 1.0 0.0 X 0 0 0 CIKO THOMAS INVESTMENT COMMITTEE 1.0 0.0 X 0 0 0 DANIEL OSORIO BOARD MEMBER 1.0 0.0 X 0 0 0 DR FRANK LIPMAN BOARD MEMBER 1.0 0.0 X 0 0 0 KIM HOWARD INVESTMENT COMMITTEE 1.0 0.0 X 0 0 0 MALIZOLE BANKS GWAXULA MEMBER 1.0 0.0 X 0 0 0 PAULO EAPEN BOARD MEMBER 1.0 0.0 X 0 0 0 COLIN COWIE BOARD MEMBER 1.0 0.0 X 0 0 0 RUSH MCCLOY TREASURER, FINANCE & AUDIT COM 1.0 0.0 X X 0 0 0 SCOTT SHLEIFER BOARD MEMBER 1.0 0.0 X 0 0 0 ZIYANDA NTSHONA SECRETARY, LEGAL & GOVERNANCE 1.0 0.0 X X 0 0 0 STEPHANIE POTTRUCK GOLDMAN DEVELOPMENT COMMITTEE 1.0 0.0 X 0 0 0 DEBORAH SHAINFELD BOARD MEMBER 1.0 0.0 X 0 0 0 Nicola Drago BOARD MEMBER 1.0 0.0 X 0 0 0 ANNE FASS BOARD MEMBER 1.0 0.0 X 0 0 0 KHOLISA THOMAS BOARD MEMBER 1.0 0.0 X 0 0 0 LOUISE BENNETTS BOARD MEMBER 1.0 0.0 X 0 0 0 STEVEN MILLER BOARD MEMBER 1.0 0.0 X 0 0 0 880905 0 0 8 false true false 0 1929361 50000 1929361 0 243 243 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER INCOME -REFUNDS 156531 156531 156531 2086135 156774 0 0 615371 615371 0 880905 457776 35481 387648 0 130222 67672 5245 57305 0 104316 54210 4201 45905 40359 20973 1626 17760 0 0 0 0 0 0 169623 81 143386 26156 8863 1262 7601 17456 3892 13290 274 16801 304 16497 0 92958 92958 9353 77 6971 2305 0 280 280 0 0 18369 18369 0 SPECIAL PROJECTS 500 500 PAYROLL SERVICE FEE 13320 13320 BANK FEES 4665 4665 INDIRECT BENEFIT EXPENSES 3978 3978 10671 140 1372 9159 2138010 1220192 324361 593457 0 0 964154 745303 397083 527256 0 0 0 0 0 0 0 0 0 0 0 0 94670 73267 39772 21403 0 0 0 0 0 0 0 0 312326 259651 1713335 1553613 30979 31617 0 0 0 0 0 0 0 0 0 0 0 0 305485 150000 0 0 336464 181617 X 760011 822811 616860 549185 1376871 1371996 1713335 1553613 -51875 47000 X false true true false X 2224384 2354678 2567669 2411351 1929361 11487443 0 0 2224384 2354678 2567669 2411351 1929361 11487443 0 11487443 2891 233 526 1603 243 5496 0 4503 16655 19554 156531 197243 11690182 0.98266 0.98794 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98618 73267 21403 4902 21403 SECURITY DEPOSITS 14500 INVESTMENTS-CERT OF DEPOSIT 245151 259651 2133135 47000 47000 2086135 2086135 2138010 2138010 2138010 SCHEDULE D LINE 4B OTHER INCOME INCLUDES PPP LOAN FORGIVEN $155,485. Sub-Saharan Africa 1 60 Program Services HEALTH & EDUCATION 460238 Europe (Including Iceland and Greenland) 1 5 Fundraising MANAGEMENT 155133 2 65 2 65 615371 615371 false false false false false false PART II, COLUMN D REGION:SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO (D) PURPOSE OF GRANT: EDUCATION/TRAINING/HEALTHCARE/COUNSELING, ETC. FOR CHILDREN OF SOUTH AFRICA INFECTED OR AFFECTED BY HIV/AIDS, EMPOWERING THEM TO TAKE ADVANTAGE OF EDUCATION AND TRAINING OPPORTUNITIES. X X X X X false false false false false false false false false JACOB LIEF CEO & FOUNDER 312320 312320 JORDAN LEVY CHIEF EXTERNAL RELATIONS 220730 220730 JANA ZINDELL CHIEF PROGRAM OFFICER 213227 213227 UBUNTU EDUCATION FUND SOUTH AFRICA AFFILIATE OF UBUNTU EDUCATION FUND OF AFRICA 460238 EDUCATION FUND IN SOUTH AFRICA FRIENDS OF UBUNTU EDUCATION FUNDUK AFFILIATE OF UBUNTU EDUCATION FUND OF AFRICA 155133 MANAGEMENT AND GENERAL SERVICE SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: UBUNTU EDUCATION FUND SOUTH AFRICA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: AN AFFLIATE OF UBUNTU EDUCATION FUND US UNDER COMMON CONTROL. D)DESCRIPTION OF TRANSACTION: A SIGNIFICANT AMOUNT OF GRANTS FROM UBUNTU EDUCATION FUND US ARE DISBURSED THROUGH UBUNTU EDUCATION FUND IN SOUTH AFRICA FOR FUNDING OF THE CAPITAL CAMPAIGN AND HEALTH AND EDUCATION INITIATIVES IN SOUTH AFRICA. ------------------------------------------------------------------ (A) NAME OF INTERESTED PERSON: FRIENDS OF UBUNTU EDUCAITON FUND UNITED KINGDOM. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: AN AFFILIATE OF UBUNTU EDUCATION FUND US UNDER COMMON CONTROL. (D) DESCRIPTION OF TRANSACTION: FUNDRAISING EVENTS ARE ARRANGED WITH FRIENDS OF UBUNTU EDUCATION FUND UK. DONATIONS RECEIVED BY UBUNTU EDUCATION FUND INC. IN THE US THAT HAD BEEN MADE IN THE UK, WHICH ULTIMATELY BENEFIT THE CHILDREN IN SOUTH AFRICA. ULTIMATELY BENEFIT THE CHILDREN IN SOUTH AFRICA. false false false FORM 990, PART I, LINE 1 AND PART III, LINE 1 MISSION: Ubuntu Pathways provides world-class health, education, and household stability support to 2,000 vulnerable children and their families in the townships of Port Elizabeth, South Africa. We mitigate obstacles such as disease, hunger, and abuse by offering individually tailored services to every client, so that they may overcome their unique set of circumstances to lead healthy, financially stable lives. These interventions include: household stability assistance; primary health care services; HIV/AIDS prevention and treatment; reproductive health services early childhood and primary school programming; after-school and university support; and job skills training. Through this comprehensive approach, we ensure that our clients can achieve a lifetime of stability and success. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: This year, Ubuntu Pathways suspended our core programming to launch a crisis response to the COVID-19 pandemic. Our three largest programs related to this effort are outlined below: Food Security: Ubuntu launched an ambitious food security programme to distribute parcels with nutritional staples and other critical household supplies to nearby townships. Sinc March 2020, we have kept 4,000 households (almost 30,000 community members) fed and healthy each month. Food packages have included a month-long supply of food for approximately 7 household members comprising fresh fruit and vegetables, flour, milk, maize meal, baked beans, sugar, salt, cooking oil, rice, soya beef mince, samp, pasta, tea bags, and supplements. Each package has also contained cleaning products, hand soap, sanitary pads, bleach, and 5 masks. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: PPE Distribution & Medical Capacity Building: Port Elizabeth's healthcare system is in the midst of the worst crisis we have seen in the last two decades. Our local hospitals and clinics lack supplies, capacity, leadership, and trained personnel. While Ubuntu's medical programming has always included providing primary healthcare and HIV/TB services to our client base, the COVID-19 crisis has required us to pivot and scale up our medical support to bolster vital clinics and welfare institutions nearby. One of the biggest needs of the community has been sourcing personal protective equipment (PPE), which is critical to carrying out our work and for ensuring the safety of our team and clients. Ubuntu has provided 27 community institutions (including hospitals, clinics, schools and shelters) with critical PPE and other lifesaving equipment, as well as clinical capacity support. This assistance has prevented clinics from closing due to resource shortages,enabling thousands of patients to receive uninterrupted medical treatment and other key social services each day. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: Wraparound Services: The challenges of COVID-19 have required that we innovate new ways to keep in touch with hundreds of clients and ensure their well-being. Many elderly Ubuntu clients are the heads of their households and primary caretakers for children, making their physical and psychological health paramount to the stability of the overall community. Our team has provided targeted services to grand-parents, parents, and relatives and maintained constant remote communication throughout the year. We have also provided updates via WhatsApp messaging and phone calls, as well as conducted virtual psychosocial sessions. Our caseworkers are also reporting an uptick in clients facing gender-based violence in line with similar reports across the country. Thus, we have increased our case management services targeting women and children and are doing everything possible to ensure that these vulnerable groups remain safe and receive urgent care when in need. FORM 990, PART VI, SECTION B, LINE 11 DRAFT OF FORM 990 IS DELIVERED TO JACOB LIEF FOR DISTRIBUTION AND REVIEW BY ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12(C) CONFLICT OF INTEREST POLICY IS REVIEWED PERIODICALLY BY BOARD MEMBERS. ALL PARTIES ARE EDUCATED ON SUCH POLICY FOR DISCLOSURE IS MANDATORY. FORM 990, PART VI, SECTION B, LINE 15 UBUNTU EDUCATION FUND'S BOARD OF DIRECTORS HAS A COMPENSATION COMMITTEE MADE UP OF THREE INDIVIDUALS. THE COMMITTEE MEETS THREE TIMES A YEAR TO DISCUSS AND REVIEW THE PERFORMANCE CRITERIA AND COMPENSATION LEVELS OF THE COMPANY'S EXECUTIVES, AS WELL AS TO REVIEW THE SALARY STRUCTURE FOR THE ENTIRE ORGANIZATION. THE COMMITTEE BASES ITS DECISIONS ON OBJECTIVE, DOCUMENTED AND COMPARABLE DATA. THE PRIMARY RESPONSIBILITIES OF THE COMMITTEE ARE LISTED BELOW: 1. ESTABLISH AND REVIEW THE ORGANIZATION'S OVERALL MANAGMENT COMPENSATION PHILOSOPHY AND POLICY. 2. REVIEW AND APPROVE THE ORGANIZATION'S GOALS AND OBJECTIVES RELEVANT TO THE COMPENSATION OF THE ORGANIZATION'S KEY EXECUTIVES, INCLUDING ANNUAL PERFORMANCE GOALS AND OBJECTIVES. 3. OVERSEE COMPLIANCE WITH THE COMPENSATION POLICIES AND PROCEDURES AND THE TERMS OF EMPLOYMENT CONTRACTS. 4. REVIEW AND AUTHORIZE EMPLOYMENT, COMPENSATION, BENEFIT AND SEVERANCE AGREEMENTS WITH KEY EXECUTIVES. 5. EVALUATE, AT LEAST ANNUALLY, THE PERFORMANCE OF THE KEY EXECUTIVES AGAINST THE ORGANIZATION'S GOALS AND OBJECTIVES, INCLUDING THE ANNUAL PERFORMANCE OBJECTIVES, AND BASED UPON THIS EVALUATION, DETERMINE AND APPROVE (OR RECOMMEND TO THE BOARD FOR APPROVAL IN THE CASE OF THE CEO) THE COMPENSATION LEVEL (INCLUDING INCENTIVE AWARDS AND MATERIAL PERQUISITES) FOR THE KEY EXECUTIVES, REVIEWING AS APPROPRIATE, ANY AGREEMENT OR UNDERSTANDING RELATING TO THEIR EMPLOYMENT, INCENTIVE COMPENSATION, OR OTHER BENEFITS BASED ON THIS EVALUATION. 6. DETERMINE AND APPROVE THE COMPENSATION LEVEL (INCLUDING INCENTIVE AWARDS AND PERQUISITES) FOR OTHER MEMBERS OF MANAGEMENT OF THE ORGANIZATION AS THE COMMITTTEE OR THE BOARD MAY FROM TIME TO TIME DETERMINE TO BE APPROPRIATE. 7. REVIEW ON A PERIODIC BASIS THE ORGANIZATION'S MANAGEMENT COMPENSATION PROGRAMS, INCLUDING MANAGEMENT INCENTIVE COMPENSATION PLANS, AS WELL AS PLANS AND POLICIES PERTAINING TO PERQUISITES, TO DETERMINE THAT THEY ARE APPROPRIATE, PROPERLY COORDINATED AND ACHIEVE THEIR INTENDED PURPOSE(S). RECOMMEND TO THE BOARD ANY APPROPRIATE MODIFICATIONS OR NEW PLANS OR PROGRAMS. 8. REVIEW AND RECOMMEND TO THE BOARD INCENTIVE COMPENSATION PLANS OF THE ORGANIZATION AND ANY MODIFICATIONS OF SUCH PLANS, AND REVIEW, AT LEAST ANNUALLY, THE AWARDS MADE PURSUANT TO SUCH PLANS. 9. REVIEW AND RECOMMEND TO THE BOARD ANY CHANGES IN EMPLOYEE RETIREMENT PLANS AND PROGRAMS, OR OTHER EMPLOYEE BENEFIT PLANS AND PROGRAMS. 10. MAINTAIN MINUTES OF MEETINGS AND REGULARLY REPORT TO THE BOARD ON COMMITTEE FINDINGS, RECOMMENDATIONS, ACTIONS, AND OTHER MATTERS THE COMMITTEE DEEMS APPROPRIATE OR THE BOARD REQUESTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND ON WEBSITE FORM 990, PART XII, LINE 2(C) DRAFT FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTS. UBUNTU EDUCATION FUND SOUTH AFRICA PO BOX 14526 SIDWELL 6001 PORT ELIZABETH SOUTH AFRICA SF EDUCATION SF 501 (C)(3) NA false FRIENDS OF UBUNTU EDUCATION FUND UK 7 CAVENDISH SQUARE LONDON UK WIG OPE EDUCATION UK 501 (C)(3) NA false false true false false false false false false false false false false false false false false false false UBUNTU EDUCATION FUND SOUTH AFRICA B 460238 CASH FRIENDS OF UBUNTU UK B 155133 CASH