2022-02-15T18:07:08-06:00 2020-12-31 132060851 Owen J Flanagan & Co 60 East 42nd Street New York NY 10165 990PF 2020-01-01 133647019 THE FB HERON FOUNDATION FBHE 4752501020 PO BOX 996 NEW MILFORD CT 06776 DANA K BEZERRA PRESIDENT 4752501020 2022-02-15 1 DANA BEZERRA 999009999 Kevin Sunkel P00706145 2126822783 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 360659886 X X 5757476 5757476 40929795 43184032 41329795 64601 0 46751872 47087271 847153 63033 691120 2156935 654944 1273448 838010 200284 725945 57311 1568 55743 73826 9184 43530 1695757 707841 995190 610000 0 0 255913 60898 161832 13413 324 17125 470715 316464 132826 7019033 2014540 4096759 9999296 6776947 17018329 2014540 10873706 29733543 45072731 871932 2152868 2152868 6593987 3646168 3646168 760587 664411 760587 760587 337679 191171 191171 57474274 79426895 79426895 175520396 212716498 212716498 19285092 4260457 4260457 59505724 43919916 43919916 12146689 13585326 13585326 332400184 360659886 360659886 501264 736701 252600 975000 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0 0 0 0 0 0 0 0 0 0 ANNE WADE C/O FB HERON FOUNDATION NEW MILFORD CT 06776 DIRECTOR 3.00 0 0 0 DANA K BEZERRA C/O FB HERON FOUNDATION NEW MILFORD CT 06776 PRESIDENT 40.00 357637 86275 0 NHADINE LEUNG C/O FB HERON FOUNDATION NEW MILFORD CT 06776 VICE PRESIDENT/TREASURER 40.00 253322 64596 0 CLARA G MILLER C/O FB HERON FOUNDATION NEW MILFORD CT 06776 PRESIDENT EMERITUS 20.00 236194 0 0 BUZZ SCHMIDT C/O FB HERON FOUNDATION NEW MILFORD CT 06776 CHAIRMAN 4.00 0 0 0 WILLIAM MC CALPIN C/O FB HERON FOUNDATION NEW MILFORD CT 06776 DIRECTOR 3.00 0 0 0 JOHN OTTERLEI C/O FB HERON FOUNDATION NEW MILFORD CT 06776 DIRECTOR 3.00 0 0 0 PREETI BHATTACHARJI C/O FOUNDATION NEW MILFORD CT 06776 VP - INTEGRATED CAPI 40.00 258974 70039 0 BRENDAN MAHER C/O FOUNDATION NEW MILFORD CT 06776 VP - INTEGRATED CAPI 40.00 245406 80773 0 BARBARA VANSCOY C/O FOUNDATION NEW MILFORD CT 06776 FIXED INCOME FELLOW 40.00 198084 78874 0 KELLY RYAN C/O FOUNDATION NEW MILFORD CT 06776 FELLOW 40.00 198409 64394 0 AMY ORR C/O FOUNDATION NEW MILFORD CT 06776 DIRECTOR INTEGRATED 40.00 152993 25824 0 10 TILT INVESTMENT MANAGEMENT 2212 QUEEN ANNE AVE N SEATTLE WA 98109 INVESTMENT CONSULTING 300000 BBMG 20 JAY STREET BROOKLYN NY 11201 CONSULTING 129700 ON-RAMPS SERVICES 2500 WESTON ROAD WESTON FL 33331 RECRUITING 128175 APERIO THREE HARBOR DRIVE SAUSALITO CA 94965 INVESTMENT ADVICE 123738 SONNICK PARTNERS 860 BROADWAY NEW YORK NY 10003 CONSULTING 92086 9 PROVIDING ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS THROUGH BOARD SERVICE, CONVENING CONFERENCES AND MEETINGS AND PROVIDING DIRECT TECHNICAL ASSISTANCE 100000 NEW HAVEN BANK PRI DEPOSIT 3000000 BRIDGES US 887012 55250 3942262 307292411 4546620 1201263 313040294 0 0 313040294 4695604 308344690 15417235 15417235 626511 626511 14790724 3625 14794349 0 14794349 10873706 3942262 14815968 0 14815968 14794349 13374491 0 0 14815968 13374491 0 0 1441477 0 0 0 0 0 0 0 0 13352872 0 0 0 THE FB HERON FOUNDATION PO BOX 996 NEW MILFORD CT 06776 4752501020 PLEASE REFER TO THE WEBSITE - WWW.HERON.ORG NONE PER GUIDELINES Achieve Foundation of South Orange & Maplewood PO BOX 1084 Maplewood NJ 07040 501(c)(3) Public Cha General Operating 1000 Alex C Dove Foundation Inc 928 Sussex Ct Nekoosa WI 54457 501(c)(3) Public Cha General Operating 1000 Alex C Dove Foundation Inc 928 Sussex Ct Nekoosa WI 54457 501(c)(3) Public Cha General Operating 500 Alex C Dove Foundation Inc 928 Sussex Ct Nekoosa WI 54457 501(c)(3) Public Cha General Operating 2500 American Civil Liberties Union Foundation 125 Broad Street 18th Floor New York NY 10004 501(c)(3) Public Cha General Operating 50 American Farmland Trust 1150 Connecticut Ave Nw Ste 600 Washington DC 20036 501(c)(3) Public Cha General Operating 2500 American Heart Association Inc 7272 Greenville Avenue Dallas TX 75231 501(c)(3) Public Cha General Operating 100 Assistance League of Minneapolis - St Paul 6416 Penn Avenue S Richfield MN 554231141 501(c)(3) Public Cha General Operating 500 Barrett Memorial Hall PO Box 224 South Strafford VT 05070 501(c)(3) Public Cha General Operating 3000 Baton Rouge Sponsoring Committee c/o Together Baton Rouge Baton Rouge LA 32254 501(c)(3) Public Cha General Operating 25000 Bethel Evangelical Baptist Church 422 Luray Street Jacksonville FL 32254 501(c)(3) Public Cha General Operating 2000 Board of Management of Harrybrooke Park 100 Still River Drive New Milford CT 06776 501(c)(3) Public Cha General Operating 1500 Boys & Girls Club of Clifton Inc 822 Clifton Avenue Clifton NJ 07013 501(c)(3) Public Cha General Operating 2000 Boys & Girls Club of Clifton Inc 822 Clifton Avenue Clifton NJ 07013 501(c)(3) Public Cha General Operating 4200 Bridges Impact Foundation 505 8th Avenue Room 1805 New York NY 10018 501(c)(3) Public Cha Market Intelligence 25000 California Forward 127 University Ave Berkeley CA 94710 501(c)(3) Public Cha Market Intelligence 75000 California State University Fresno Foundation 5241 N Maple Avenue Fresno CA 93740 501(c)(3) Public Cha Market Intelligence 50000 Calumet Theatre Company 340 Sixth St Calumet MI 49913 501(c)(3) Public Cha General Operating 100 Calvert Impact Capital Inc 7315 Wisconsin Ave Suite 1000W Bethesda MD 20814 501(c)(3) Public Cha General Operating 100000 Calvert Impact Capital Inc 7315 Wisconsin Ave Suite 1000W Bethesda MD 20814 501(c)(3) Public Cha Technical Assistance 75000 Capital Impact Partners 1400 Crystal Drive Suite 500 Arlington VA 22202 501(c)(3) Public Cha Enterprise Capital 500000 Carl's Village 15451 SW 15th Street Weston FL 33326 501(c)(3) Public Cha General Operating 1000 Carl's Village 15451 SW 15th Street Weston FL 33326 501(c)(3) Public Cha General Operating 1200 Carl's Village 15451 SW 15th Street Weston FL 33326 501(c)(3) Public Cha General Operating 299 Center for Common Ground 18459 Patriot Ln Ruther Glen VA 22546 501(c)(3) Public Cha General Operating 1000 Center for Economic Democracy 434 Massachusetts Avenue Boston MA 02118 501(c)(3) Public Cha Market Intelligence 15000 Central Valley Community Foundation 5260 N Palm Ave Ste 122 Fresno CA 93704 501(c)(3) Public Cha Market Intelligence 250000 Central Valley Community Foundation 5260 N Palm Ave Ste 122 Fresno CA 93704 501(c)(3) Public Cha General Operating 102000 Central Valley Community Foundation 5260 N Palm Ave Ste 122 Fresno CA 93704 501(c)(3) Public Cha Market Intelligence 20000 Central Valley Community Foundation 5260 N Palm Ave Ste 122 Fresno CA 93704 501(c)(3) Public Cha Market Intelligence 100000 Central Wisconsin Community Action Council Inc 1000 Hwy 13 Wisconsin Dells WI 53965 501(c)(3) Public Cha General Operating 200 Children's Center of New Milford Inc 11 A Aspetuck Avenue New Milford CT 06776 501(c)(3) Public Cha General Operating 1000 Children's Center of New Milford Inc 11 A Aspetuck Avenue New Milford CT 06776 501(c)(3) Public Cha General Operating 5000 Children's Center of New Milford Inc 11 A Aspetuck Avenue New Milford CT 06776 501(c)(3) Public Cha General Operating 545 Church of the Resurrection PO Box 206 Little Switzerland NC 28749 501(c)(3) Public Cha General Operating 2500 Church of the Resurrection PO Box 206 Little Switzerland NC 28749 501(c)(3) Public Cha General Operating 2500 Coalition of Immokalee Workers POBox 603 Immokalee FL 34143 501(c)(3) Public Cha General Operating 2000 Coastal Enterprises Inc 30 Federal Street Brunswick ME 04011 501(c)(3) Public Cha Enterprise Capital 210000 Coastal Enterprises Inc 30 Federal Street Brunswick ME 04011 501(c)(3) Public Cha General Operating 150000 College of Charleston Foundation 66 George Street Charleston SC 29424 501(c)(3) Public Cha Market Intelligence 58000 Committee Encouraging Corporate Philanthropy 85 Broad Street 27th Floor New York NY 10004 501(c)(3) Public Cha General Operating 150000 Common Future 2323 Broadway Oakland CA 94612 501(c)(3) Public Cha General Operating 150000 Community Reinvestment Fund Inc 801 Nicollet Mall Suite 1700 West Minneapolis MN 55402 501(c)(3) Public Cha Technical Assistance 500000 Community Vision Capital & Consulting 870 Market Street Suite 677 San Francisco CA 94102 501(c)(3) Public Cha Market Intelligence 50000 Congregation Beit Simchat Torah of New York Inc 130 West 30th St New York NY 10001 501(c)(3) Public Cha General Operating 1000 Delbarton School 230 Mendham Road Morristown NJ 07960 501(c)(3) Public Cha General Operating 1000 Doctors Without Borders USA Inc PO Box 5030 Hagerstown MD 21741 501(c)(3) Public Cha General Operating 500 Earth Rising Inc PO Box 696 Tonganoxie KS 66086 501(c)(3) Public Cha General Operating 950 Earth Rising Inc PO Box 696 Tonganoxie KS 66086 501(c)(3) Public Cha General Operating 5000 Ecotrust 721 NW 9th Avenue Suite 200 Portland OR 97209 501(c)(3) Public Cha General Operating 25000 Eglise Evangelique De Dieu En Christ 3501 Tilden Ave Brooklyn NY 11203 501(c)(3) Public Cha General Operating 1000 EXHALE TO INHALE INC 5 Roosevelt Avenue Pennington NJ 08534 501(c)(3) Public Cha General Operating 4350 Faith in the Valley 2027 E Harding Way Stockton CA 95205 501(c)(3) Public Cha General Operating 50000 Faith in the Valley 2027 E Harding Way Stockton CA 95205 501(c)(3) Public Cha General Operating 210000 Feed My Starving Children Inc 401 93rd Avenue NW Coon Rapids MN 55433 501(c)(3) Public Cha General Operating 2500 Feeding Our Community with United Services 2511 8th Street S 242 Wisconsin Rapids WI 54494 501(c)(3) Public Cha General Operating 200 Four Directions Development Corporation 20 Godfrey Drive Orono ME 04473 501(c)(3) Public Cha General Operating 27000 Fresno Economic Opportunities Commission 1920 Mariposa Street Suite 300 Fresno CA 93721 501(c)(3) Public Cha Market Intelligence 100000 Fresno Metropolitan Ministry 4270 N Blackstone Ave Ste 212 Fresno CA 93726 501(c)(3) Public Cha General Operating 65000 Friends of Brooklyn Collaborative Studies Inc 610 Henry Street Brooklyn NY 11231 501(c)(3) Public Cha General Operating 750 Friends of Morrill Homestead PO Box 98 Strafford VT 05072 501(c)(3) Public Cha General Operating 3000 Frost Valley YMCA 2000 Frost Valley Road Claryville NY 12725 501(c)(3) Public Cha General Operating 500 Gay Men's Health Crisis Inc 307 West 38th Street Frnt 3 New York NY 10018 501(c)(3) Public Cha General Operating 1000 Girl Scouts of the USA 420 Fifth Avenue NY NY 10018 501(c)(3) Public Cha General Operating 2000 Global Impact Investing Network One Battery Park Plaza New York NY 10004 501(c)(3) Public Cha General Operating 20000 Good Jobs First 1380 Monroe St NW PMB 405 Washington DC 20010 501(c)(3) Public Cha General Operating 50000 Good Shepherd Food Bank PO Box 1807 Auburn ME 04211 501(c)(3) Public Cha General Operating 95000 Good Shepherd Food Bank PO Box 1807 Auburn ME 04211 501(c)(3) Public Cha General Operating 55000 Greater Minneapolis Crisis Nursery 4544 4th Avenue South Minneapolis MN 55419 501(c)(3) Public Cha General Operating 500 Green Bridge Growers 61591 Bremen Highway Mishiwaka IN 46544 501(c)(3) Public Cha General Operating 1250 Gulf of Maine Research Institute 350 Commercial St Portland ME 04101 501(c)(3) Public Cha General Operating 120000 Gulf of Maine Research Institute 350 Commercial St Portland ME 04101 501(c)(3) Public Cha General Operating 1500 Honor the Earth PO Box 63 Callaway MN 56521 501(c)(3) Public Cha Business Planning 108000 Hooker County Community Foundation Inc PO Box 66 Mullen NE 69152 501(c)(3) Public Cha General Operating 3000 Hope Enterprise Corporation 4 Old River Place Jackson MS 39202 501(c)(3) Public Cha General Operating 75000 Hosanna Corporation PO Box 121135 Fort Lauderdale FL 33312 501(c)(3) Public Cha General Operating 1000 Hosanna Corporation PO Box 121135 Fort Lauderdale FL 33312 501(c)(3) Public Cha General Operating 700 Housing Rights Initiative 27 West 60th St New York NY 10023 501(c)(3) Public Cha General Operating 1000 Housing Rights Initiative 27 West 60th St New York NY 10023 501(c)(3) Public Cha Genral Operating 1000 Impact Assets Inc 7315 Wisconsin Avenue Suite 1000W Bethesda MD 20814 501(c)(3) Public Cha Technical Assistance 150000 Impact Capital Managers Institute Inc 620 8th Ave New York NY 10018 501(c)(3) Public Cha General Operating 50000 Incourage Community Foundation Inc 478 East Grand Ave Wisconsin Rapids WI 54494 501(c)(3) Public Cha General Operating 1000 Incourage Community Foundation Inc 478 East Grand Ave Wisconsin Rapids WI 54494 501(c)(3) Public Cha General Operating 500 Jackson Medical Mall Foundation 350 W Woodrow Wilson Ave Jackson MS 39213 501(c)(3) Public Cha Market Intelligence 150000 K9s For Warriors 114 Camp K9 Road Ponte Vedra FL 32081 501(c)(3) Public Cha General Operating 2500 Keweenaw Community Foundation 236 Quincy St Hancock MI 49930 501(c)(3) Public Cha General Operating 100 KIPP Team and Family Schools Inc 60 PARK PL STE 802 Newark NJ 07102 501(c)(3) Public Cha General Operating 1000 KIPP Team and Family Schools Inc 60 PARK PL STE 802 Newark NJ 07102 501(c)(3) Public Cha General Operating 1000 Laboratoria Inc 61 Greenpoint Ave Brooklyn NY 11222 501(c)(3) Public Cha General Operating 2250 Laboratoria Inc 61 Greenpoint Ave Brooklyn NY 11222 501(c)(3) Public Cha General Operating 100 Laboratoria Inc 61 Greenpoint Ave Brooklyn NY 11222 501(c)(3) Public Cha General Operating 100 Lambda Legal Defense and Education Fund Inc 120 Wall Street 19th Fl New York NY 10005 501(c)(3) Public Cha General Operating 2000 Leadership Counsel for Justice and Accountability 2210 San Joaquin Street Fresno CA 93721 501(c)(3) Public Cha General Operating 165000 Leadership Counsel for Justice and Accountability 2210 San Joaquin Street Fresno CA 93721 501(c)(3) Public Cha General Operating 100000 League of Women Voters of Wisconsin 3050 Townline Rd Wisconsin Rapids WI 54494 501(c)(3) Public Cha General Operating 100 League of Women Voters of Wisconsin 3050 Townline Rd Wisconsin Rapids WI 54494 501(c)(3) Public Cha General Operating 200 Lever Inc 85 Main St Suite 218 North Adams MA 01247 501(c)(3) Public Cha General Operating 5000 Little Brothers Friends of the Elderly - Upper Michigan Chapter 527 Hancock St Hancock MI 49930 501(c)(3) Public Cha General Operating 100 Little Brothers Friends of the Elderly - Upper Michigan Chapter 527 Hancock St Hancock MI 49930 501(c)(3) Public Cha General Operating 300 Maine Community Foundation Inc 50 Monument Square 6th floor Portland ME 04101 501(c)(3) Public Cha Pass-Thru 10125 Maine Development Foundation 2 Beech St Unit 203 Hallowell ME 04347 501(c)(3) Public Cha General Operating 40000 Maine Initiatives Inc 56 North Street Suite 100 Portland ME 04101 501(c)(3) Public Cha General Operating 75000 Maine Initiatives Inc 56 North Street Suite 100 Portland ME 04101 501(c)(3) Public Cha General Operating 100000 Maine Initiatives Inc 56 North Street Suite 100 Portland ME 04101 501(c)(3) Public Cha General Operating 1500 Maine Initiatives Inc 56 North Street Suite 100 Portland ME 04101 501(c)(3) Public Cha General Operating 1000 Maine Women's Fund 74 Lunt Road Suite 100 Falmouth ME 04105 501(c)(3) Public Cha General Operating 1000 Mary Reynolds Babcock Foundation Inc 2920 Reynolda Road WinstonSalem NC 271063016 501(c)(3) Private No Enterprise Capital 500000 Meeting Essential Needs With Dignity Inc PO Box 1304 Maplewood NJ 07040 501(c)(3) Public Cha General Operating 2000 Metro IAF Inc 89-60 164th Street Jamaica NY 11432 501(c)(3) Public Cha General Operating 55000 Mission Investors Exchange 417 Fifth Avenue New York NY 10016 501(c)(3) Public Cha Membership 150000 Mixteca Organization Inc 245 23rd Street 2nd Fl Brooklyn NY 11215 501(c)(3) Public Cha General Operating 1600 Morrill Memorial Library PO Box 110 Straffford VT 05072 501(c)(3) Public Cha General Operating 3000 National Organization on Disability 77 Water Street Suite 204 New York NY 10028 501(c)(3) Public Cha General Operating 15000 New Georgia Project Incorporated 830 Glenwood Ave SE Suite 510-221 Atlanta GA 30316 501(c)(3) Public Cha General Operating 1000 New Milford Economic Development Corporation PO Box 387 New Milford CT 06776 501(c)(3) Public Cha General Operating 10000 New Profit Inc 225 Franklin Street Suite 350 Boston MA 02110 501(c)(3) Public Cha General Operating 2000 New Sun Rising PO Box 58005 Millvale PA 15209 501(c)(3) Public Cha General Operating 42000 New York Public Radio 160 Varick Street New York NY 10013 501(c)(3) Public Cha General Operating 1000 Northern Forest Center Inc 18 North Main St Suite 204 Concord NH 03301 501(c)(3) Public Cha General Operating 40000 Philadelphia Ronald MCDonald House Inc 3925 Chestnut Street Philadelphia PA 19104 501(c)(3) Public Cha General Operating 5000 Philanthropy New York 320 East 43rd Street New York NY 10017 501(c)(3) Public Cha Membership 15100 Plan A Health Inc 700 Columbus Avenue FRNT 4 New York NY 10025 501(c)(3) Public Cha General Operating 5000 PolicyLink 1438 Webster Street Suite 303 Oakland CA 94612 501(c)(3) Public Cha General Operating 25000 Portland Stage Company Inc 25 Forest Ave Portland ME 04104 501(c)(3) Public Cha General Operating 2000 Portland Stage Company Inc 25 Forest Ave Portland ME 04104 501(c)(3) Public Cha General Operating 8000 Pratt Nature Center Inc 163 Paper Mill Rd New Milford CT 06776 501(c)(3) Public Cha General Operating 1500 Preble Street 38 Preble Street Portland ME 04101 501(c)(3) Public Cha General Operating 8500 Preble Street 38 Preble Street Portland ME 04101 501(c)(3) Public Cha General Operating 1500 Project CUREBenevolent Healthcare Foundation 10377 E Geddes Ave Ste 200 Centennial CO 80112 501(c)(3) Public Cha General Operating 103 PTA of ps 261k 314 Pacific Street Brooklyn NY 11201 501(c)(3) Public Cha General Operating 500 PTA of ps 261k 314 Pacific Street Brooklyn NY 11201 501(c)(3) Public Cha General Operating 200 Public Schools of Calumet Laurium & Keweenaw Foundation 57070 Mine St Calumet MI 49913 501(c)(3) Public Cha General Operating 100 Red Hook Initiative Inc 767 Hicks Street Brooklyn NY 11231 501(c)(3) Public Cha General Operating 3000 Red Hook Playgroup 295 Columbia Street Brooklyn NY 11231 501(c)(3) Public Cha General Operating 1000 Red Hook Playgroup 295 Columbia Street Brooklyn NY 11231 501(c)(3) Public Cha General Operating 2000 Reformed Dutch Church at Green Point 136 Milton Street Brooklyn NY 112220026 501(c)(3) Public Cha General Operating 1000 Reformed Dutch Church at Green Point 136 Milton Street Brooklyn NY 112220026 501(c)(3) Public Cha General Operating 1500 Renaissance Christian Church 8 W 126th Street New York NY 10027 501(c)(3) Public Cha General Operating 1000 Renaissance Christian Church 8 W 126th Street New York NY 10027 501(c)(3) Public Cha General Operating 500 Renaissance Christian Church 8 W 126th Street New York NY 10027 501(c)(3) Public Cha General Operating 300 Rising Tide Capital 384 Martin Luther King Drive Jersey City NJ 07305 501(c)(3) Public Cha General Operating 50000 Rockefeller Philanthropy Advisors Inc 6 West 48th Street 10th Floor New York NY 10036 501(c)(3) Public Cha Market Intelligence 50000 Room for ALL Inc PO Box 66022 West Des Moines IA 50265 501(c)(3) Public Cha General Operating 1000 Royal Society of Arts (RSA) US 2207 Forest Hills Drive Harrisburg PA 17112 501(c)(3) Public Cha Market Intelligence 25000 Royal Society of Arts (RSA) US 2207 Forest Hills Drive Harrisburg PA 17112 501(c)(3) Public Cha Technical Assistance 100000 Royal Society of Arts (RSA) US 2207 Forest Hills Drive Harrisburg PA 17112 501(c)(3) Public Cha General Operating 50000 Samaritan's Purse PO Box 3000 Boone NC 28607 501(c)(3) Public Cha General Operating 350 Search Ministries Inc 7400 Metro Blvd Suite 210 Edina MN 55439 501(c)(3) Public Cha General Operating 2000 Second Harvest Heartland 1140 Gervais Avenue Maplewood MN 55109 501(c)(3) Public Cha General Operating 2500 Self-Help Enterprises P O Box 6520 Visalia CA 932906520 501(c)(3) Public Cha General Operating 150000 Self-Help Enterprises P O Box 6520 Visalia CA 932906520 501(c)(3) Public Cha General Operating 150000 Social and Environmental Entrepreneurs Inc 23532 Calabasas Road Suite A Calabasas CA 91302 501(c)(3) Public Cha Market Intelligence 25000 Social and Environmental Entrepreneurs Inc 23532 Calabasas Road Suite A Calabasas CA 91302 501(c)(3) Public Cha Technical Assistance 125000 SOMA Justice Inc PO Box 691 Maplewood NJ 07040 501(c)(3) Public Cha General Operating 1000 South OrangeMaplewood Community Coalition on Race 516 Prospect St Maplewood NJ 07040 501(c)(3) Public Cha General Operating 2000 Southerners on New Ground PO Box 11250 Atlanta GA 30310 501(c)(3) Public Cha General Operating 450 Springboard To Opportunities 3000 Old Canton Rd Suite 470 Jackson MS 39216 501(c)(3) Public Cha General Operating 45000 St Josephs Social Service Center 118 Division St Elizabeth NJ 07201 501(c)(3) Public Cha General Operating 5000 St Joseph's Church 1335 N Main St Fall River MA 02720 501(c)(3) Public Cha General Operating 2000 St Louis University High School 4970 Oakland Avenue St Louis MO 63110 501(c)(3) Public Cha General Operating 2500 Strafford Historical Society Inc PO Box 100 Strafford VT 05072 501(c)(3) Public Cha General Operating 3000 Student Dream 461 Dean St Brooklyn NY 11217 501(c)(3) Public Cha General Operating 3000 Support Organization for Kids in Need 11 Monica Way Monmouth Junction NJ 08852 501(c)(3) Public Cha General Operating 5000 The Bowery Mission PO Box 2000 New York NY 10156 501(c)(3) Public Cha General Operating 25 The Genesis Fund 22 Lincoln Street Brunswick ME 04011 501(c)(3) Public Cha General Operating 100000 The Gooden Center 191 N El Molino Ave Pasadena CA 91101 501(c)(3) Public Cha General Operating 1000 The Housing Partnership Network 1 Washington Mall 12th Floor Boston MA 02108 501(c)(3) Public Cha Technical Assistance 100000 The Lincoln Institute of Land Policy 113 Brattle Street Cambridge MA 021383400 501(c)(3) Private Op Market Intelligence 150000 The Working World Inc 116 Nassau Street 513 New York NY 10038 501(c)(3) Public Cha General Operating 90000 Thousand Currents 1330 Broadway Suite 301 Oakland CA 94612 501(c)(3) Public Cha Market Intelligence 50000 Thousand Currents 1330 Broadway Suite 301 Oakland CA 94612 501(c)(3) Public Cha General Operating 250 TreeHouse Inc 5757 Wayzata Blvd Minneapolis MN 55416 501(c)(3) Public Cha General Operating 2000 Twin Cities Habitat for Humanity Inc 1954 University Avenue W St Paul MN 55104 501(c)(3) Public Cha General Operating 1000 University of Chicago 5235 S Harper Court Chicago IL 60615 501(c)(3) Public Cha General Operating 500 Upper Peninsula Firefighters Memorial Museum PO Box 503 Calumet MI 49931 501(c)(3) Public Cha General Operating 100 Urban Ventures Leadership Foundation 2924 Fourth Avenue South Minneapolis MN 554082438 501(c)(3) Public Cha General Operating 2000 Vermont Council on Rural Development Inc 43 State Street PO Box 1384 Montpelier VT 056011384 501(c)(3) Public Cha General Operating 25600 Village Center for the Arts Inc 12 Main St New Milford CT 06776 501(c)(3) Public Cha General Operating 2000 Water Witch Hose Company #2 8 Prospect Hill Road New Milford CT 06776 501(c)(3) Public Cha General Operating 1000 Williams College 75 Park Street Williamstown MA 01267 501(c)(3) Public Cha General Operating 2000 Williams College 75 Park Street Williamstown MA 01267 501(c)(3) Public Cha General Operating 2000 World Foundation for Girl Guides and Girl Scouts 420 Fifth Avenue NY NY 10018 501(c)(3) Public Cha General Operating 1000 World Vision Inc PO Box 9716 Federal Way WA 98063 501(c)(3) Public Cha General Operating 2000 Yale-China Association Inc Box 6023 Hamden CT 06517 501(c)(3) Public Cha General Operating 500 Young Life PO Box 520 Colorado Springs CO 80901 501(c)(3) Public Cha General Operating 2000 6776947 The Lincoln Institute of Land Policy 113 Brattle Street Cambridge MA 021383400 501(c)(3) Private Op Market Intelligence 150000 Self-Help Enterprises P O Box 6520 Visalia CA 932906520 501(c)(3) Public Cha General Operating 150000 Maine Initiatives Inc 56 North Street Suite 100 Portland ME 04101 501(c)(3) Public Cha General Operating 100000 Metro IAF Inc 89-60 164th Street Jamaica NY 11432 501(c)(3) Public Cha General Operating 55000 Fresno Economic Opportunities Commission 1920 Mariposa Street Suite 300 Fresno CA 93721 501(c)(3) Public Cha Market Intelligence 100000 Gulf of Maine Research Institute 350 Commercial St Portland ME 04101 501(c)(3) Public Cha General Operating 120000 Common Future 2323 Broadway Oakland CA 94612 501(c)(3) Public Cha General Operating 150000 Jackson Medical Mall Foundation 350 W Woodrow Wilson Ave Jackson MS 39213 501(c)(3) Public Cha Market Intelligence 50000 Royal Society of Arts (RSA) US 2207 Forest Hills Drive Harrisburg PA 17112 501(c)(3) Public Cha Technical Assistance 100000 975000 CONTRACT FEE 64601 14 5757476 18 40929795 0 46687271 64601 46751872 1 LICENSING REVENUE FROM US COMMUNITY INVESTING INDEX 0 0 0 0 0 0 0 0 0 0 OUTSOURCED CONTROLLER 35400 0 33313 AUDIT 38426 9184 10217 BLUE HIGHWAY GROWTH CAPITAL FUND 55250 CORPORATE ISSUES 4260457 4260457 STOCK INVESTMENTS 199734445 199734445 COMMUNITY INDEX COMMINGLED FUND 12982053 12982053 31755620 31755620 47671275 47671275 MISSION RELATED LIMITED PARTNERSHIPS FMV 16931636 16931636 ISHARES MSCI FMV 26988280 26988280 LEGAL SERVICES 57311 1568 55743 PROGRAM RELATED INVESTMENTS 12146689 13585326 13585326 CHANGE IN UNREALIZED APPRECIATION, NET OF DEFERRED TAX 2392317 CUSTODY FEES 91301 91301 0 EQUIPMENT AND EQUIPMENT REPAIR 17357 4149 13208 OFFICE EXPENSES 3792 906 3258 INSURANCE 27484 6569 21289 BANK FEES 2218 0 2218 MARKET DATA 248691 210953 34579 OTHER 9701 2586 8567 SOFTWARE 70171 0 49707 CONTRACT FEE 64601 64601 DEFERRED FEDERAL EXCISE TAX 1110629 1071268 INVESTMENT ADVISORY 445015 445015 0 PORTFOLIO MONITORING 97600 82960 14640 HUMAN RESOURCES 62142 0 69642 PROFESSIONAL DEVELOPMENT 72683 17371 55924 DESKTOP AND NETWORK SUPPORT 60834 0 84624 MARKETING 207850 0 204675 CONSULTING AND ADVISING 578948 162495 394196 RECRUITING 170685 0 171489 EXCISE 610000 0 0