MARY REYNOLDS BABCOCK FOUNDATION INCORPORATED: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARY REYNOLDS BABCOCK FOUNDATION INCORPORATED (EIN 56-0690140)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349100949
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T15:23:15-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 N ELM ST STE 1100AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560690140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY REYNOLDS BABCOCK FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone3367489222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12920 REYNOLDA RDAddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER BARKSDALEPersonNm
Person TitleCHIEF FINANCE AND OPERATIONSPersonTitleTxt
Phone3367489222PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNIFERPersonFirstNm
Person LastBARKSDALEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRICK L MARTINPreparerPersonNm
PTINP00239389PTIN
Phone3362724551PhoneNum
Preparation2021-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$213,051,745FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$95,161InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$95,161InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,034,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,034,377DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,104,751NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$66,906,689GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,104,751CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$23,108,989OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,263OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$43,943,278TotalRevAndExpnssAmt
Total Net Invst Incm$15,250,552TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$572,277CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$30,401CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$541,876CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$615,157OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$32,679OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$582,478OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$365,108PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$18,088PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$347,020PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,265LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$392LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,873LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$48,278AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,967AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,311AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,915,574OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,882,346OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$32,192OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$6,013InterestRevAndExpnssAmt
Interest Net Invst Incm$306InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$5,707InterestDsbrsChrtblAmt
Taxes Rev And Expnss$255,667TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$35,685DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$1,815DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$4,564OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$232OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$4,332OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$56,980TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$5,624TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$51,356TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,184,041OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$854,137OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$329,902OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,066,609TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,854,987TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,921,047TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,269,122ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,169,142ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,335,731TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,854,987TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,090,189TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,607,547ExcessRevenueOverExpensesAmt
Net Investment Income$12,395,565NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$219,366CashBOYAmt
Cash EOY$282,063CashEOYAmt
Cash EOYFMV$282,063CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,900,865SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,416,687SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,416,687SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$9,833AcctRcvblAmt
Acct Rcvbl BOY$6,295AcctRcvblBOYAmt
Acct Rcvbl EOY$9,833AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$9,833AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$500,000PledgesRcvblBOYAmt
Prepaid Expenses BOY$157,113PrepaidExpensesBOYAmt
Prepaid Expenses EOY$99,382PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$99,382PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$21,383,021USGovernmentObligationsBOYAmt
US Government Obligations EOY$15,231,703USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$15,231,703USGovtObligationsEOYFMVAmt
Corporate Stock BOY$151,574,093CorporateStockBOYAmt
Corporate Stock EOY$172,390,282CorporateStockEOYAmt
Corporate Stock EOYFMV$172,390,282CorporateStockEOYFMVAmt
Corporate Bonds BOY$14,431,715CorporateBondsBOYAmt
Corporate Bonds EOY$8,173,936CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,173,936CorporateBondsEOYFMVAmt
Other Investments BOY$1,352,708OtherInvestmentsBOYAmt
Other Investments EOY$660,802OtherInvestmentsEOYAmt
Other Investments EOYFMV$660,802OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,000,814LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$526,498LandBldgEquipAccumDeprecAmt
Land BOY$502,169LandBOYAmt
Land EOY$474,316LandEOYAmt
Land EOYFMV$474,316LandEOYFMVAmt
Other Assets BOY$7,932,888OtherAssetsBOYAmt
Other Assets EOY$7,312,741OtherAssetsEOYAmt
Other Assets EOYFMV$7,312,741OtherAssetsEOYFMVAmt
Total Assets BOY$205,960,233TotalAssetsBOYAmt
Total Assets EOY$213,051,745TotalAssetsEOYAmt
Total Assets EOYFMV$213,051,745TotalAssetsEOYFMVAmt
Accounts Payable BOY$306,043AccountsPayableBOYAmt
Accounts Payable EOY$250,080AccountsPayableEOYAmt
Grants Payable BOY$8,645,018GrantsPayableBOYAmt
Grants Payable EOY$74,998GrantsPayableEOYAmt
Mortgages And Notes Payable BOY$211,074MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$157,420MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$789,167OtherLiabilitiesBOYAmt
Other Liabilities EOY$952,769OtherLiabilitiesEOYAmt
Total Liabilities BOY$9,951,302TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,435,267TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$194,641,902NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$210,850,304NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$1,367,029DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$766,174DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$196,008,931TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$211,616,478TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$205,960,233TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$213,051,745TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$196,008,931TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,607,547ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$211,616,478SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$211,616,478TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADEDP$65,406,689$59,134,260$6,272,429$6,272,429
GEN GLOBAL K-1 SHORT TERMP$1,141,272$1,141,272
GEN GLOBAL K-1 LONG TERMP$3,927,340$3,927,340
GEN ASIA K-1 SHORT TERMP$11,634$11,634
GEN ASIA K-1 LONG TERMP$27,423$27,423
GEN IM CLIMATE SOLUTIONS FUNDP$1,201,282$1,201,282
GEN SSF III K-1 LONG TERMP-$44-$44
DBL PARTNERS III K-1 LONG TERMP-$228,417-$228,417
SJF VENTURES IV K-1 LONG TERMP$571,247$571,247
IMPACT AMERICA FUND K-1 LONG TERMP$6,748$6,748
ILLUMEN CAPITAL K-1 SHORT TERMP$2,413$2,413
ILLUMEN CAPITAL K-1 LONG TERMP$4$4
F&C LONG TERMP$1,500,000$1,328,580$171,420$171,420
FieldValueIRS element (for citing)
Capital Gain Net Income$13,104,751CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$172,298InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$172,298SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$172,298TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$89,661EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$125,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$214,661TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$42,363OverpaymentAmt
Applied To ES Tax$42,363AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MRBF.ORGWebsiteAddressTxt
Individual With BooksJENNIFER BARKSDALEIndividualWithBooksNm
Phone3367489222PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12920 REYNOLDA ROADAddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP271065123ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAVEEDA BATTLE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$3,000$0$0
CHAD BERRY
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$3,000$0$0
ASHLEIGH GARDERE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$3,500$0$0
MICAH GILMER
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$3,000$0$0
JERRY GONZALEZ
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER - VICE PRESIDENT2.00$3,000$0$0
ZACHARY LASSITER
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$0$0$0
JAMES MITCHELL
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$2,000$0$0
HOLT MOUNTCASTLE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$0$0$0
KARA MOUNTCASTLE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$0$0$0
KATHY MOUNTCASTLE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$0$0$0
KENNETH MOUNTCASTLE III
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER - TREASURER2.00$0$0$0
LAURA MOUNTCASTLE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER - PRESIDENT2.00$0$0$0
MARY MOUNTCASTLE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$0$0$0
KARAMA NEAL
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER - SECRETARY2.00$3,500$0$0
STEPHANIE TYREE
2920 REYNOLDA ROADWINSTONSALEMNC27106BOARD MEMBER2.00$3,000$0$0
JUSTIN MAXSON
2920 REYNOLDA ROADWINSTONSALEMNC27106CEO40.00$255,014$45,281$1,050
JENNIFER BARKSDALE
2920 REYNOLDA ROADWINSTONSALEMNC27106CHIEF FINANCE AND OPERATIONS OFFICER40.00$122,944$35,753$600
ELENA CONLEY
2920 REYNOLDA ROADWINSTONSALEMNC27106CHIEF STRATEGY OFFICER40.00$118,889$19,773$1,050
DWAYNE PATTERSON
2920 REYNOLDA ROADWINSTONSALEMNC27106CHIEF EQUITY IMPACT OFFICER40.00$29,613$6,860$286
DANIELLE SPRATELY
2920 REYNOLDA ROADWINSTONSALEMNC27106CHIEF EQUITY LEARNING OFFICER40.00$21,817$1,658$200

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SUSANNA HEGNER
2920 REYNOLDA ROADWINSTONSALEMNC27106COMMUNICATIONS DIREC40.00$92,758$18,335$0
CHRISTINE MAYER
2920 REYNOLDA ROADWINSTONSALEMNC27106GRANTS MANAGER40.00$84,279$23,262$0
ETHAN HAMLIN
2920 REYNOLDA ROADWINSTONSALEMNC27106NETWORK OFFICER40.00$77,079$15,475$0
SHERRIE FAIN
2920 REYNOLDA ROADWINSTONSALEMNC27106OPERATIONS ASSOCIATE30.00$56,219$31,499$0
SCOTT EDMONDS
2920 REYNOLDA ROADWINSTONSALEMNC27106ASSOCIATE NETWORK OF40.00$66,734$14,741$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k2OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RBC WEALTH MANAGEMENT
345 CALIFORNIA STREETSAN FRANCISCOCA94104INVESTMENT MANAGEMENT$347,224
BROWN ADVISORY SUSTAINABLE GROWTH
901 SOUTH BOND STREET SUITE 400BALTIMOREMD21231INVESTMENT MANAGEMENT$91,824
CANDIDE GROUP LLC
1721 BROADWAY SUITE 201OAKLANDCA94612INVESTMENT MANAGEMENT$79,571
SAYBROOK CAPITAL
2000 FRONTIS PLAZAWINSTONSALEMNC27103INVESTMENT MANAGEMENT$67,436
DANA INVESTMENT ADVISORS INC
20700 SWENSON DR SUITE 400WAUKESHAWI53186INVESTMENT MANAGEMENT$59,993
FieldValueIRS element (for citing)
Contractor Paid Over50k4ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FOUNDATION STAFF TIME AND EXPENSES ON BOARDS, GRANTEE TECHNICAL ASSISTANCE, PARTICIPATION IN FUNDER NETWORKS,PEER ADVICE TO FUNDER COLLEAGUES, PUBLIC POLICY RESEARCH AND PUBLISH RESULTS,PRESENTERS AT CONFERENCES, AND ADVISORY COMMITTEES OF OTHER CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$109,038Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1AMERICAN SOUTH REAL ESTATE FUND (LP IN THE FUND)Description1Txt
Expenses1$380,010Expenses1Amt
Total$380,010TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$172,089,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,250,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$228,657FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$178,568,656TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$178,568,656AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,678,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$175,890,126NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,794,506MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,794,506MinimumInvestmentReturnAmt
Tax Based On Investment Income$172,298TaxBasedOnInvestmentIncomeAmt
Total Tax$172,298TotalTaxAmt
Distributable Before Adj$8,622,208DistributableBeforeAdjAmt
Recoveries Qualfied Distri$68,003RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,690,211DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,690,211DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,090,189ExpensesAndContributionsAmt
Program Related Invst Total$380,010ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$7,284CharitableAssetsAcquisPaidAmt
Qualifying Distributions$33,477,483QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,477,483AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,690,211DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$613,675ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,001,981ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,235,474ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,375,811ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,715,651ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,942,592TotalExcessDistributionCyovAmt
Qualifying Distributions$33,477,483QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$7,633,837TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,690,211AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,153,435RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$35,729,864TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$7,633,837CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$613,675ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,482,352ExcessDistriCyovToNextYrAmt
Excess From Year4$1,001,981ExcessFromYear4Amt
Excess From Year3$1,235,474ExcessFromYear3Amt
Excess From Year2$3,375,811ExcessFromYear2Amt
Excess From Year1$4,715,651ExcessFromYear1Amt
Excess From Current Year$17,153,435ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSEE FOUNDATION WEBSITE WWWMRBFORGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12920 REYNOLDA RDAddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3367489222RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION DOES NOT ACCEPT PAPER GRANT APPLICATIONS. ALL INFORMATION REGARDING SUBMISSION OF APPLICATIONS INCLUDING THE FORMAT AND ADDITIONAL INFORMATION REQUIRED CAN BE FOUND ON THE FOUNDATION'S WEBSITE "WWW.MRBF.ORG"FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE FDN USES A ROLLING APPLICATION PROCESSSubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE IN SOUTHEAST UNITED STATES NO GRANTS TO INDIVIDUALS OR FOR CONSTRUCTION NO GRANTS FOR INTERNATIONAL PROGRAMS CONCENTRATION IN GRANTS TO ORGANIZATIONS THAT HELP PEOPLE AND PLACES IN THE SOUTHEASTERN U.S. MOVE OUT OF POVERTYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (319 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITIES UNLIMITED INC
211 WEST 3RD AVENUE SUITE 245 POBOX 9858PINE BLUFFAR71601PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$200,000
ADVOCATES FOR COMMUNITY AND RURAL EDUCATION DBA RURAL COMMUNITY ALLIANCE
401 S SCOTT STREET SUITE 7LITTLE ROCKAR72201PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ADVOCATES FOR COMMUNITY AND RURAL EDUCATION DBA RURAL COMMUNITY ALLIANCE
401 S SCOTT STREET SUITE 7LITTLE ROCKAR72201PCGENERAL OPERATING SUPPORT$75,000
ADVOCATES FOR COMMUNITY AND RURAL EDUCATION DBA RURAL COMMUNITY ALLIANCE
401 S SCOTT STREET SUITE 7LITTLE ROCKAR72201PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
ALABAMA COALITION FOR IMMIGRANT JUSTICE
1826 6TH AVENUE SOUTHIRONDALEAL35210PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$70,000
ALABAMA COALITION FOR IMMIGRANT JUSTICE
1826 6TH AVENUE SOUTHIRONDALEAL35210PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$5,000
PLANNED PARENTHOOD SOUTHEAST INC ON BEHALF OF ALABAMA FORWARD
241 PEACHTREE ST NE SUITE 400ATLANTAGA30303PCGENERAL OPERATING SUPPORT$95,000
THE COMMUNITY FOUNDATION OF NORTHEAST ALABAMA ON BEHALF OF THE ALABAMA HARD
1130 QUINTARD AVENUE 100ANNISTONAL36201PCGENERAL OPERATING SUPPORT AND REGRANTING$120,000
THE COMMUNITY FOUNDATION OF NORTHEAST ALABAMA ON BEHALF OF THE ALABAMA HARD
1130 QUINTARD AVENUE 100ANNISTONAL36201PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ACT ALBANY COMMUNITY TOGETHER INC
230 S JACKSON STREET SUITE 118ALBANYGA31701PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
ANDERSON INTERFAITH MINISTRIES INC
1202 SOUTH MURRAY AVENUEANDERSONSC29624PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ANDERSON INTERFAITH MINISTRIES INC
1202 SOUTH MURRAY AVENUEANDERSONSC29624PCGENERAL OPERATING SUPPORT$125,000
APPALACHIAN VOICES INC
589 WEST KING STREETBOONENC28607PCPROJECT SUPPORT$75,000
APPALACHIAN VOICES INC
589 WEST KING STREETBOONENC28607PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI
1456 PATTON AVENUE SUITE CASHEVILLENC28806PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI
1456 PATTON AVENUE SUITE CASHEVILLENC28806PCGENERAL OPERATING SUPPORT$30,000
APPALACHIAN CITIZENS' LAW CENTER
317 MAIN STREETWHITESBURGKY41858PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
APPALACHIAN CITIZENS' LAW CENTER
317 MAIN STREETWHITESBURGKY41858PCGENERAL OPERATING SUPPORT$75,000
APPALSHOP INC
91 MADISON AVENUEWHITESBURGKY41858PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
APPALSHOP INC
91 MADISON AVENUEWHITESBURGKY41858PCGENERAL OPERATING SUPPORT$50,000
ARCATA ECONOMIC DEVELOPMENT COPORATION
707 K STREETEUREKACA95501PCUPLIFT AMERICA FUND$58,750
ALABAMA ARISE
PO BOX 1188MONTGOMERYAL36101PCGENERAL OPERATING SUPPORT$130,000
ALABAMA ARISE
PO BOX 1188MONTGOMERYAL36101PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ALABAMA ARISE
PO BOX 1188MONTGOMERYAL36101PCGENERAL OPERATING SUPPORT$130,000
ARKANSAS COMMUNITY FOUNDATION
1400 W MARKHAM SUITE 206LITTLE ROCKAR72201PCCOVID-19 RESPONSE FUND$25,000
ARKANSAS COMMUNITY FOUNDATION ON BEHALF OF ARKANSAS IMPACT PHILANTHROPY
5 ALLIED DRIVE SUITE 51110 BUILDING5 11TH FLOORLITTLE ROCKAR72202PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
ARKANSAS PUBLIC POLICY PANEL INC
1308 W 2ND STREETLITTLE ROCKAR72201PCGENERAL OPERATING SUPPORT$187,500
ARKANSAS PUBLIC POLICY PANEL INC
1308 W 2ND STREETLITTLE ROCKAR72201PCGENERAL OPERATING SUPPORT$300,000
ARKANSAS PUBLIC POLICY PANEL INC
1308 W 2ND STREETLITTLE ROCKAR72201PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ARKANSAS PUBLIC POLICY PANEL INC
1308 W 2ND STREETLITTLE ROCKAR72201PCGENERAL OPERATING SUPPORT$187,500
ASIAN AMERICANS ADVANCING JUSTICE ATLANTA
5680 OAKBROOK PARKWAY SUITE 148NORCROSSGA30093PCGENERAL OPERATING SUPPORT AND REGRANTING$425,000
ASIAN AMERICANS ADVANCING JUSTICE ATLANTA
5680 OAKBROOK PARKWAY SUITE 148NORCROSSGA30093PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ASIAN AMERICANS ADVANCING JUSTICE ATLANTA
5680 OAKBROOK PARKWAY SUITE 148NORCROSSGA30093PCGENERAL OPERATING SUPPORT$200,000
ASIAN AMERICANS ADVANCING JUSTICE ATLANTA
5680 OAKBROOK PARKWAY SUITE 148NORCROSSGA30093PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
ASIAN AMERICANS ADVANCING JUSTICE ATLANTA
5680 OAKBROOK PARKWAY SUITE 148NORCROSSGA30093PCCOVID-19 RESPONSE FUND$50,000
ECONOMIC JUSTIN COALITION ON BEHALF OF ATHENS IMMIGRANT RIGHTS COALITION
THE UNIVERSITY OF GEORGIA GILBERTHALL 315ATHENSGA30606PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$40,000
ATHENS LAND TRUST INC
685 N POPE STREETATHENSGA30601PCGENERAL OPERATING SUPPORT$37,500
ATHENS LAND TRUST INC
685 N POPE STREETATHENSGA30601PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ATHENS LAND TRUST INC
685 N POPE STREETATHENSGA30601PCGENERAL OPERATING SUPPORT$75,000
ATHENS LAND TRUST INC
685 N POPE STREETATHENSGA30601PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$50,000
BLACK BELT COMMUNITY FOUNDATION INC
PO BOX 2020SELMAAL36702PCGENERAL OPERATING SUPPORT AND REGRANTING$50,000
BLACK BELT COMMUNITY FOUNDATION INC
PO BOX 2020SELMAAL36702PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
BLACK BELT COMMUNITY FOUNDATION INC
PO BOX 2020SELMAAL36702PCGENERAL OPERATING SUPPORT$50,000
BLACK BELT COMMUNITY FOUNDATION INC
PO BOX 2020SELMAAL36702PCCOVID-19 RESPONSE FUND$25,000
BLACK BELT COMMUNITY FOUNDATION INC
PO BOX 2020SELMAAL36702PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$250,000
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT$140,000
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND REGRANTING$600,000
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT$200,000
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$125,000
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$115,000
BLUEPRINT NORTH CAROLINA
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT$750,000
CAROLINA SMALL BUSINESS DEVELOPMENT FUND
3128 HIGHLWOODS BLVD SUITE 170RALEIGHNC27604PCUPLIFT AMERICA FUND$201,000
CENTER FOR COMMUNITY SELF-HELP
301 W MAIN STREETDURHAMNC27701PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$450,000
CENTER FOR HEIRS PROPERTY PRESERVATION
1535 SAM RITTENBURG BLVD SUITE DCHARLESTONSC29407PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR HEIRS PROPERTY PRESERVATION
1535 SAM RITTENBURG BLVD SUITE DCHARLESTONSC29407PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
CENTER FOR HEIRS PROPERTY PRESERVATION
1535 SAM RITTENBURG BLVD SUITE DCHARLESTONSC29407PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR RURAL STRATEGIES INC
46 EAST MAIN STREETWHITESBURGKY41858PCGENERAL OPERATING SUPPORT$50,000
CENTER FOR RURAL STRATEGIES INC
46 EAST MAIN STREETWHITESBURGKY41858PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
CENTER FOR RURAL STRATEGIES INC
46 EAST MAIN STREETWHITESBURGKY41858PCGENERAL OPERATING SUPPORT$100,000
CENTER ON BUDGET AND POLICY PRIORITIES
1275 FIRST STREET NE SUITE 1200WASHINGTONDC20002PCPROJECT SUPPORT$75,000
CENTER ON BUDGET AND POLICY PRIORITIES
1275 FIRST STREET NE SUITE 1200WASHINGTONDC20002PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
CENTER ON BUDGET AND POLICY PRIORITIES
1275 FIRST STREET NE SUITE 1200WASHINGTONDC20002PCGENERAL OPERATING SUPPORT$100,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI
433 CHESTNUT STREETBEREAKY40403PCGENERAL OPERATING SUPPORT$75,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI
433 CHESTNUT STREETBEREAKY40403PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI
433 CHESTNUT STREETBEREAKY40403PCGENERAL OPERATING SUPPORT$75,000
CITIZEN POTAWATOMI COMMUNITY DEVELOPMENT CORPORATION
103 E MACARTHUR SUITE 206SHAWNEEOK74804PCUPLIFT AMERICA FUND$315,000
COALFIELD DEVELOPMENT CORPORATION
PO BOX 1133WAYNEWV25570PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
COALFIELD DEVELOPMENT CORPORATION
PO BOX 1133WAYNEWV25570PCGENERAL OPERATING SUPPORT$100,000
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA
1691 TURNBULL AVENUENORTH CHARLESTONSC29405PCCOVID-19 RESPONSE FUND$25,000
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA
1691 TURNBULL AVENUENORTH CHARLESTONSC29405PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$150,000
COASTAL ENTERPRISES INC
30 FEDERAL STREET SUITE 100BRUNSWICKME04011PCUPLIFT AMERICA FUND$136,383
THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS
1329 E CARY STREET 202RICHMONDVA23219PCGENERAL OPERATING SUPPORT$200,000
THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS
1329 E CARY STREET 202RICHMONDVA23219PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
COMMUNITY FARM ALLIANCE INC
327 CHESTNUT STREET SUITE 1 PO BOX130BEREAKY40403PCGENERAL OPERATING SUPPORT$75,000
COMMUNITY FARM ALLIANCE INC
327 CHESTNUT STREET SUITE 1 PO BOX130BEREAKY40403PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
COMMUNITY FARM ALLIANCE INC
327 CHESTNUT STREET SUITE 1 PO BOX130BEREAKY40403PCGENERAL OPERATING SUPPORT$75,000
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC
191 PEACHTREE STREET NE SUITE 1000ATLANTAGA30303PCCOVID-19 RESPONSE FUND$15,000
COMMUNITY FOUNDATION OF GREATER MEMPHIS
1900 UNION AVENUEMEMPHISTN38104PCCOVID-19 RESPONSE FUND$25,000
COMMUNITY FOUNDATION OF GREENVILLE
630 EAST WASHINGTON STREET SUITE AGREENVILLESC29601PCCOVID-19 RESPONSE FUND$15,000
COMMUNITY VENTURES CORPORATION
1450 NORTH BROADWAYLEXINGTONKY40505PCUPLIFT AMERICA FUND$452,500
COMMUNITYWORKS CAROLINA
100 WEST ANTRIM DRIVEGREENVILLESC29607PCGENERAL OPERATING SUPPORT AND CAPITAL GRANT$125,000
COMMUNITYWORKS CAROLINA
100 WEST ANTRIM DRIVEGREENVILLESC29607PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
COMMUNITYWORKS CAROLINA
100 WEST ANTRIM DRIVEGREENVILLESC29607PCGENERAL OPERATING SUPPORT$125,000
COMMUNITYWORKS CAROLINA
100 WEST ANTRIM DRIVEGREENVILLESC29607PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$80,000
COURT WATCH NOLA
4035 WASHINGTON AVENUENEW ORLEANSLA70125PCGENERAL OPERATING SUPPORT$15,000
DEEP CENTER INC
PO BOX 5582SAVANNAHGA31414PCGENERAL OPERATING SUPPORT$37,500
DEEP CENTER INC
PO BOX 5582SAVANNAHGA31414PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
DEEP CENTER INC
PO BOX 5582SAVANNAHGA31414PCGENERAL OPERATING SUPPORT$75,000
DEMOCRACY NORTH CAROLINA
1821 GREEN STREETDURHAMNC27705PCGENERAL OPERATING SUPPORT$175,000
DEMOCRACY NORTH CAROLINA
1821 GREEN STREETDURHAMNC27705PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$450,000
DEMOCRACY NORTH CAROLINA
1821 GREEN STREETDURHAMNC27705PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
EL PUEBLO INC
2321 CRABTREE BLVD SUITE 105RALEIGHNC27604PCGENERAL OPERATING SUPPORT$200,000
EL PUEBLO INC
2321 CRABTREE BLVD SUITE 105RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
EL PUEBLO INC
2321 CRABTREE BLVD SUITE 105RALEIGHNC27604PCGENERAL OPERATING SUPPORT$15,000
THE EQUITY ALLIANCE
PO BOX 331821NASHVILLETN37203PCGENERAL OPERATING SUPPORT$15,000
FAITH IN ACTION ALABAMA
2100 4TH AVENUE NBIRMINGHAMAL35203PCGENERAL OPERATING SUPPORT$30,000
FAITH IN ACTION ALABAMA
2100 4TH AVENUE NBIRMINGHAMAL35203PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
FAITH IN ACTION ALABAMA
2100 4TH AVENUE NBIRMINGHAMAL35203PCGENERAL OPERATING SUPPORT$60,000
FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN
1307 ORETHA CASTLE HALEY BLVD SUITE303NEW ORLEANSLA70113PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
FAMILY INDEPENDENCE INITIATIVE (FII)
PO BOX 71363OAKLANDCA94612PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$75,000
FEDERATION OF APPLACHIAN HOUSING INC
319 OAK STREETBEREAKY40403PCUPLIFT AMERICA FUND$270,000
FOUNDATION FOR THE MID SOUTH INC
314 EAST AMITE STREETJACKSONMS39201PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$350,000
FOUNDATION FOR APPALACHIAN KENTUCKY
420 MAIN STREETHAZARDKY41701PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
FOUNDATION FOR APPALACHIAN KENTUCKY
420 MAIN STREETHAZARDKY41701PCGENERAL OPERATING SUPPORT$100,000
FOUNDATION FOR APPALACHIAN KENTUCKY
420 MAIN STREETHAZARDKY41701PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$100,000
FOUNDATION FOR LOUISIANA
4354 S SHERWOOD FOREST BLVD SUITE100BATON ROUGELA70816PCCOVID-19 RESPONSE FUND$25,000
FOUNDATION FOR LOUISIANA
4354 S SHERWOOD FOREST BLVD SUITE100BATON ROUGELA70816PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$200,000
GALEO LATINO COMMUNITY DEVELOPMENT FUND
PO BOX 29506ATLANTAGA30359PCGENERAL OPERATING SUPPORT$37,500
GALEO LATINO COMMUNITY DEVELOPMENT FUND
PO BOX 29506ATLANTAGA30359PCGENERAL OPERATING SUPPORT$100,000
GALEO LATINO COMMUNITY DEVELOPMENT FUND
PO BOX 29506ATLANTAGA30359PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
GALEO LATINO COMMUNITY DEVELOPMENT FUND
PO BOX 29506ATLANTAGA30359PCGENERAL OPERATING SUPPORT$100,000
GALEO LATINO COMMUNITY DEVELOPMENT FUND
PO BOX 29506ATLANTAGA30359PCGENERAL OPERATING SUPPORT$20,000
GEORGIA ACT INC
250 GEORGIA AVENUE SE SUITE 350ATLANTAGA30312PCGENERAL OPERATING SUPPORT$85,000
GEORGIA ACT INC
250 GEORGIA AVENUE SE SUITE 350ATLANTAGA30312PCGENERAL OPEARTING SUPPORT AND COVID-19 RESPONSE$10,000
GEORGIA ACT INC
250 GEORGIA AVENUE SE SUITE 350ATLANTAGA30312PCGENERAL OPERATING SUPPORT$85,000
GEORGIA ALLIANCE EDUCATION FUND INC
PO BOX 170495ATLANTAGA30317PCGENERAL OPERATING SUPPORT$350,000
GEORGIA BUDGET AND POLICY INSTITUTE INC
50 HURT PLAZA SE SUITE 720ATLANTAGA30303PCGENERAL OPERATING SUPPORT$112,500
GEORGIA BUDGET AND POLICY INSTITUTE INC
50 HURT PLAZA SE SUITE 720ATLANTAGA30303PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
GEORGIA BUDGET AND POLICY INSTITUTE INC
50 HURT PLAZA SE SUITE 720ATLANTAGA30303PCGENERAL OPERATING SUPPORT$112,500
GEORGIA COALITION FOR THE PEOPLE'S AGENDA
501 PULLIAM STREET SUITE 410ATLANTAGA30312PCGENERAL OPERATING SUPPORT$50,000
GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS
7 DUNWOODY PARK SUITE 110ATLANTAGA30338PCGENERAL OPERATING SUPPORT$75,000
GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS
7 DUNWOODY PARK SUITE 110ATLANTAGA30338PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS
7 DUNWOODY PARK SUITE 110ATLANTAGA30338PCGENERAL OPEARTING SUPPORT$75,000
GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS
7 DUNWOODY PARK SUITE 110ATLANTAGA30338PCGENERAL OPERATING SUPPORT$50,000
GEORGIA STAND-UP
2366 SYLVAN ROAD SUITE BATLANTAGA30344PCGENERAL OPERATING SUPPORT$30,000
SOUTHERN EDUATION FOUNDATION ON BEHALF OF GRANTMAKERS FOR SOUTHERN PROGRESS
PO BOX 162768ATLANTAGA30346PCGENERAL OPERATING SUPPORT$100,000
SOUTHERN EDUATION FOUNDATION ON BEHALF OF GRANTMAKERS FOR SOUTHERN PROGRESS
PO BOX 162768ATLANTAGA30346PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SOUTHERN EDUATION FOUNDATION ON BEHALF OF GRANTMAKERS FOR SOUTHERN PROGRESS
PO BOX 162768ATLANTAGA30346PCGENERAL OPERATING SUPPORT$100,000
GREATER KANAWHA VALLEY FOUNDATION
PO BOX 3041CHARLESTONWV25331PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$150,000
GREATER NEW ORLEANS FOUNDATION
919 ST CHARLES AVENUENEW ORLEANSLA70130PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$150,000
HISPANIC INTEREST COALITION OF ALABAMA
PO BOX 190299BIRMINGHAMAL35219PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$75,000
HISPANIC INTEREST COALITION OF ALABAMA
PO BOX 190299BIRMINGHAMAL35219PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$75,000
HOMES OF HOPE INC
3 DUNEAN STREETGREENVILLESC29611PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
HOMES OF HOPE INC
3 DUNEAN STREETGREENVILLESC29611PCGENERAL OPERATING SUPPORT$75,000
HOPE FEDERAL CREDIT UNION
4 OLD RIVER PLACE AJACKSONMS39202NCUPLIFT AMERICA FUND$305,348
HOPE ENTERPRISE CORPORATION
4 OLD RIVER PLACEJACKSONMS39202PCPROJECT SUPPORT$150,000
HOPE ENTERPRISE CORPORATION
4 OLD RIVER PLACEJACKSONMS39202PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
HOPE ENTERPRISE CORPORATION
4 OLD RIVER PLACEJACKSONMS39202PCGENERAL OPERATING SUPPORT$150,000
HOPE ENTERPRISE CORPORATION
4 OLD RIVER PLACEJACKSONMS39202PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$350,000
IMAGINE NORTH CAROLINA FIRST
PO BOX 428RALEIGHNC27602PCGENERAL OPERATING SUPPORT$250,000
INSTITUTE FOR SOUTHERN STUDIES INC
PO BOX 531DURHAMNC27702PCGENERAL OPEARTING SUPPORT$75,000
INSTITUTE ON TAXATION AND ECONOMIC POLICY
1616 P STREET NW SUITE 200WASHINGTONDC20036PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
INSTITUTE FOR SOUTHERN STUDIES INC
PO BOX 531DURHAMNC27702PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
INSTITUTE FOR SOUTHERN STUDIES INC
PO BOX 531DURHAMNC27702PCGENERAL OPERATING SUPPORT$75,000
INSTITUTE ON TAXATION AND ECONOMIC POLICY
1616 P STREET NW SUITE 200WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
INSTITUTE FOR SOUTHERN STUDIES INC
PO BOX 531DURHAMNC27702PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
BLUEPRINT NC ON BEHALF OF JUST FLORENCE RECOVERY
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
KENTUCKY CENTER FOR ECONOMIC POLICY
433 CHESTNUT STREETBEREAKY40403PCGENERAL OPERATING SUPPORT$200,000
KENTUCKY COALITION INC
PO BOX 1450LONDONKY40743PCGENERAL OPERATING SUPPORT$150,000
KENTUCKY COALITION INC
PO BOX 1450LONDONKY40743PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
KENTUCKY COALITION INC
PO BOX 1450LONDONKY40743PCGENERAL OPERATING SUPPORT$250,000
KENTUCKY HIGHLANDS COMMUNITY DEVELOPMENT CORPORATION
362 OLD WHITLEY ROADLONDONKY40744PCUPLIFT AMERICA FUND$398,789
LATINO COMMUNICATIONS
1805 CLEMSON ROAD 292021COLUMBIASC29229PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$20,000
LATINO COMMUNITY DEVELOPMENT CENTER
100 W MORGAN STREETDURHAMNC27701PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
LATINO COMMUNITY DEVELOPMENT CENTER
100 W MORGAN STREETDURHAMNC27701PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$250,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$60,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$60,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$60,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$25,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$150,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$85,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL OPEARTING SUPPORT AND COVID-19 RESPONSE$15,000
LOCAL INITIATIVES SUPPORT CORPORATION
402 HIGHWAY 50 WFOWLERCO81039PCUPLIFT AMERICA FUND$195,802
LOUISIANA BUDGET PROJECT
619 JEFFERSON HIGHWAY SUITE 1DBATON ROUGELA70806PCGENERAL OPERATING SUPPORT$100,000
LOUISIANA BUDGET PROJECT
619 JEFFERSON HIGHWAY SUITE 1DBATON ROUGELA70806PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
LOUISIANA BUDGET PROJECT
619 JEFFERSON HIGHWAY SUITE 1DBATON ROUGELA70806PCGENERAL OPERATING SUPPORT$100,000
MDC INC
307 WEST MAIN STREETDURHAMNC27701PCPROJECT SUPPORT$15,000
MDC INC
307 WEST MAIN STREETDURHAMNC27701PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
MDC INC
307 WEST MAIN STREETDURHAMNC27701PCGENERAL OPERATING SUPPORT$150,000
METANOIA
2005 REYNOLDS AVENUENORTH CHARLESTONSC29405PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$41,250
METANOIA
2005 REYNOLDS AVENUENORTH CHARLESTONSC29405PCGENERAL OPERATING SUPPORT$10,000
METANOIA
2005 REYNOLDS AVENUENORTH CHARLESTONSC29405PCGENERAL OPERATING SUPPORT$82,500
METANOIA
2005 REYNOLDS AVENUENORTH CHARLESTONSC29405PCGENERAL OPERATING SUPPORT$15,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI
433 CHESTNUT STREETBEREAKY40403PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT DBA MOUNTAIN ASSOCI
433 CHESTNUT STREETBEREAKY40403PCGENERAL OPERATING SUPPORT$275,000
NATIONAL COUNCIL ON AGRICULTURAL LIFE AND LABOR RESEARCH INC
363 SAULSBURY ROADDOVERDE19904PCUPLIFT AMERICA FUND$40,000
NC CHILD
3101 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT$100,000
NC CHILD
3101 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
NC CHILD
3101 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT$100,000
THE COMMUNITY FOUNDATION OF GREATER GREENSBORO INC ON BEHALF OF NC COLLABO
330 S GREENE STREETGREENSBORONC27401PCCOVID-19 RESPONSE FUND$25,000
THE COMMUNITY FOUNDATION OF GREATER GREENSBORO INC ON BEHALF OF NC COLLABO
330 S GREENE STREETGREENSBORONC27401PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$125,000
THE COMMUNITY FOUNDATION OF GREATER GREENSBORO INC ON BEHALF OF NC COLLABO
330 S GREENE STREETGREENSBORONC27401PCGENERAL OPERATING SUPPORT$300,000
THE COMMUNITY FOUNDATION OF GREATER GREENSBORO INC ON BEHALF OF NC COLLABO
330 S GREENE STREETGREENSBORONC27401PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$100,000
NC COUNTS COALITION
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
NC COUNTS COALITION
3125 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCGENERAL OPERATING SUPPORT$50,000
NORTH CAROLINA CONGREEE OF LATINO ORGANIZATIONS ON BEHALF OF NC IAF
4907 GARRETT ROADDURHAMNC27707PCGENERAL OPERATING SUPPORT$100,000
NORTH CAROLINA CONGREEE OF LATINO ORGANIZATIONS ON BEHALF OF NC IAF
4907 GARRETT ROADDURHAMNC27707PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
NEW AMERICAN PATHWAYS
2300 HENDERSON MILL ROAD NE SUITE100ATLANTAGA30345PCPROJECT SUPPORT$40,000
NEW AMERICAN PATHWAYS
2300 HENDERSON MILL ROAD NE SUITE100ATLANTAGA30345PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
NEW AMERICAN PATHWAYS
2300 HENDERSON MILL ROAD NE SUITE100ATLANTAGA30345PCGENERAL OPERATING SUPPORT$40,000
NEW AMERICAN PATHWAYS
2300 HENDERSON MILL ROAD NE SUITE100ATLANTAGA30345PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$50,000
NEW ORLEANS WORKERS CENTER FOR RACIAL JUSTICE
217 N PRIEUR STNEW ORLEANSLA70122PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$75,000
NEW VIRGINIA MAJORITY EDUCATION FUND
3801 MT VERNON AVENUEALEXANDRIAVA22305PCGENERAL OPERATING SUPPORT$100,000
NEW VIRGINIA MAJORITY EDUCATION FUND
3801 MT VERNON AVENUEALEXANDRIAVA22305PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
NEW VIRGINIA MAJORITY EDUCATION FUND
3801 MT VERNON AVENUEALEXANDRIAVA22305PCGENERAL OPERATING SUPPORT$15,000
NORTH CAROLINA JUSTICE CENTER
224 S DAWSON STREETRALEIGHNC27601PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
NORTH CAROLINA JUSTICE CENTER
224 S DAWSON STREETRALEIGHNC27601PCGENERAL OPERATING SUPPORT$100,000
NORTH CAROLINA ASIAN AMERICANS TOGETHER
5209 DIXON DRIVERALEIGHNC27609PCGENERAL OPERATING SUPPORT$145,000
NORTH CAROLINA BLACK ALLIANCE
205 FAYETTEVILLE STREET SUITE 220RALEIGHNC27601PCGENERAL OPERATING SUPPORT$150,000
NORTH CAROLINA BLACK ALLIANCE
205 FAYETTEVILLE STREET SUITE 220RALEIGHNC27601PCGENERAL OPERATING SUPPORT$15,000
NORTH CAROLINA BLACK ALLIANCE
205 FAYETTEVILLE STREET SUITE 220RALEIGHNC27601PCGENERAL OPERATING SUPPORT$50,000
NORTH CAROLINA CONGRESS OF LATINO ORGANIZATIONS
4907 GARRETT ROADDURHAMNC27707PCGENERAL OPERATING SUPPORT$110,000
NORTH CAROLINA CONGRESS OF LATINO ORGANIZATIONS
4907 GARRETT ROADDURHAMNC27707PCGENERAL OPERATING SUPPORT$110,000
NORTH CAROLINA CONGRESS OF LATINO ORGANIZATIONS
4907 GARRETT ROADDURHAMNC27707PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
NORTH CAROLINA CONGRESS OF LATINO ORGANIZATIONS
4907 GARRETT ROADDURHAMNC27707PCGENERAL OPERATING SUPPORT$110,000
ONE VOICE
1072 J R LYNCH STREET SUITE 7JACKSONMS39203PCGENERAL OPERATING SUPPORT$75,000
ONE VOICE
1072 J R LYNCH STREET SUITE 7JACKSONMS39203PCGENERAL OPERATING SUPPORT$100,000
ONE VOICE
1072 J R LYNCH STREET SUITE 7JACKSONMS39203PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ONE VOICE
1072 J R LYNCH STREET SUITE 7JACKSONMS39203PCGENERAL OPERATING SUPPORT$75,000
ONE VOICE
1072 J R LYNCH STREET SUITE 7JACKSONMS39203PCGENERAL OPERATING SUPPORT$100,000
OPPORTUNITY FINANCE NETWORK
901 D STREET SW SUITE 1050WASHINGTONDC20024PCUPLIFT AMERICA FUND$300,000
THE ORDINARY PEOPLE SOCIETY
403 W POWELL STDOTHANAL36303PCGENERAL OPERATING SUPPORT$20,000
PARK COMMUNITY CREDIT UNION
2515 BLANKENBAKER PARKWAYLOUISVILLEKY40299NCGENERAL OPERATING SUPPORT$15,000
PARTNERSHIP FOR SOUTHERN EQUITY
100 PEACHTREE STREET SUITE 1960ATLANTAGA30303PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
PARTNERSHIP FOR SOUTHERN EQUITY
100 PEACHTREE STREET SUITE 1960ATLANTAGA30303PCGENERAL OPERATING SUPPORT$100,000
PARTNERSHIP FOR SOUTHERN EQUITY
100 PEACHTREE STREET SUITE 1960ATLANTAGA30303PCGENERAL OPERATING SUPPORT$50,000
PUBLIC ALLIES INC ON BEHALF OF POWER COALITION
2022 ST BERNARD AVENUE SUITE 310NEW ORLEANSLA70116PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$400,000
PUBLIC ALLIES INC ON BEHALF OF POWER COALITION
2022 ST BERNARD AVENUE SUITE 310NEW ORLEANSLA70116PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
PUBLIC ALLIES INC ON BEHALF OF POWER COALITION
2022 ST BERNARD AVENUE SUITE 310NEW ORLEANSLA70116PCGENERAL OPERATING SUPPORT$20,000
PRESTAMOS CDFI LLC
1024 BUCKEYE ROAD SUITE 270PHOENIXAZ85034PCUPLIFT AMERICA FUND$51,484
PROGEORGIA STATE TABLE INC
1530 DEKALB AVENUE SUITE AATLANTAGA30307PCGENERAL OPERATING SUPPORT AND REGRANTING$125,000
PROGEORGIA STATE TABLE INC
1530 DEKALB AVENUE SUITE AATLANTAGA30307PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
PROGEORGIA STATE TABLE INC
1530 DEKALB AVENUE SUITE AATLANTAGA30307PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$450,000
PROGEORGIA STATE TABLE INC
1530 DEKALB AVENUE SUITE AATLANTAGA30307PCGENERAL OPERATING SUPPORT$850,000
REYNOLDA HOUSE MUSEUM OF AMERICAN ART
P O BOX 7287WINSTONSALEMNC27109PCGENERAL OPERATING SUPPORT$277,933
RURAL COMMUNITY ASSISTANCE CORPORATION
3120 FREEBOARD DRIVE SUITE 201WEST SACRAMENTOCA95691PCUPLIFT AMERICA FUND$150,000
RURAL ECONOMIC DEVELOPMENT CENTER INC
4021 CARYA DRIVERALEIGHNC27610PCGENERAL OPERATING SUPPORT$15,000
RURAL ELECTRIC ECONOMIC DEVELOPMENT INC
PO BOX 227MADISONSC57042PCUPLIFT AMERICA FUND$232,416
SACRED HEART CENTER INC
1400 PERRY STREETRICHMONDVA23224PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$75,000
SACRED HEART CENTER INC
1400 PERRY STREETRICHMONDVA23224PCGENERAL OPERATING SUPPORT$15,000
SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION
8 MULBERRY ROADSELMAAL36703PCGENERAL OPERATING SUPPORT$40,000
SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION
8 MULBERRY ROADSELMAAL36703PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION
8 MULBERRY ROADSELMAAL36703PCGENERAL OPERATING SUPPORT$80,000
SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION
8 MULBERRY ROADSELMAAL36703PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
MIJENTE SUPPORT COMMITTEE ON BEHALF OF SIEMBRA NC
801 NEW GARDEN ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$15,000
MIJENTE SUPPORT COMMITTEE ON BEHALF OF SIEMBRA NC
801 NEW GARDEN ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$25,000
SOUTH CAROLINA ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT
1 CARRIAGE LANE BUILDING D 2NDFLOORCHARLESTONSC29407PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SOUTH CAROLINA ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT
1 CARRIAGE LANE BUILDING D 2NDFLOORCHARLESTONSC29407PCGENERAL OPERATING SUPPORT AND REGRANTING$300,000
SOUTH CAROLINA ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT
1 CARRIAGE LANE BUILDING D 2NDFLOORCHARLESTONSC29407PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$75,000
SOUTH CAROLINA COMMUNITY LOAN FUND
1051 GARDNER ROAD SUITE ACHARLESTONSC29407PCUPLIFT AMERICA FUND$617,500
SOUTH CAROLINA COMMUNITY LOAN FUND
1051 GARDNER ROAD SUITE ACHARLESTONSC29407PCGENERAL OPERATING SUPPORT$150,000
SOUTH CAROLINA COMMUNITY LOAN FUND
1051 GARDNER ROAD SUITE ACHARLESTONSC29407PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SOUTH CAROLINA COMMUNITY LOAN FUND
1051 GARDNER ROAD SUITE ACHARLESTONSC29407PCGENERAL OPERATING SUPPORT$150,000
SOUTHEAST IMMIGRANT RIGHTS NETWORK
PO BOX 87119COLLEGE PARKGA30337PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SOUTHEAST IMMIGRANT RIGHTS NETWORK
PO BOX 87119COLLEGE PARKGA30337PCGENERAL OPERATING SUPPORT$87,500
SOUTHERN BANCORP COMMUNITY PARTNERS
400 HARDIN ROAD SUITE 100LITTLE ROCKAR72211PCUPLIFT AMERICA FUND$357,500
BLACK BELT COMMUNITY FOUNDATION ON BEHALF OF SOUTHERN BLACK GIRLS AND WOMEN
PO BOX 2020SELMAAL36702PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$300,000
SOUTHERN COALITION FOR SOCIAL JUSTICE
1415 WEST HIGHWAY 54 SUITE 101DURHAMNC27707PCPROJECT SUPPORT$150,000
SOUTHERN COALITION FOR SOCIAL JUSTICE
1415 WEST HIGHWAY 54 SUITE 101DURHAMNC27707PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SOUTHERN COALITION FOR SOCIAL JUSTICE
1415 WEST HIGHWAY 54 SUITE 101DURHAMNC27707PCGENERAL OPERATING SUPPORT$150,000
SOUTHERN COALITION FOR SOCIAL JUSTICE
1415 WEST HIGHWAY 54 SUITE 101DURHAMNC27707PCGENERAL OPERATING SUPPORT$150,000
SOUTHERN PARTNERS FUND INC
1 BALTIMORE PLACE NW SUITE 150ATLANTAGA30308PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SOUTHERN PARTNERS FUND INC
1 BALTIMORE PLACE NW SUITE 150ATLANTAGA30308PCGENERAL OPERATING SUPPORT AND REGRANTING$225,000
SOUTHERN VISION ALLIANCE
PO BOX 51698DURHAMNC27717PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$25,000
SOUTHERNERS ON NEW GROUND
561 W WHITEHALL STREET SWATLANTAGA30310PCGENERAL OPERATING SUPPORT$50,000
SOUTHERNERS ON NEW GROUND
561 W WHITEHALL STREET SWATLANTAGA30310PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
SOUTHERNERS ON NEW GROUND
561 W WHITEHALL STREET SWATLANTAGA30310PCGENERAL OPERATING SUPPORT$100,000
STATE INNOVATION EXCHANGE
PO BOX 260230MADISONWI53726PCPROJECT SUPPORT$100,000
STATE INNOVATION EXCHANGE
PO BOX 260230MADISONWI53726PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
STATE INNOVATION EXCHANGE
PO BOX 260230MADISONWI53726PCGENERAL OPERATING SUPPORT$100,000
STATE LEADERSHIP PROJECT
PO BOX 223RALEIGHNC27602PCPROJECT SUPPORT$200,000
STATE LEADERSHIP PROJECT
PO BOX 223RALEIGHNC27602PCGENERAL OPERATING SUPPORT$800,000
STATE VOICES
1616 P STREET NWWASHINGTONDC20036PCPROJECT SUPPORT$350,000
STATE VOICES
1616 P STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$800,000
HIGHLANDER RESEARCH AND EDUCATION CENTER ON BEHALF OF STAY TOGETHER APPALAC
1959 HIGHLANDER WAYNEW MARKETTN37820PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$25,000
STEPS COALITION
11975 SEAWAY ROAD SUITE A240GULFPORTMS39503PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
STEPS COALITION
11975 SEAWAY ROAD SUITE A240GULFPORTMS39503PCGENERAL OPERATING SUPPORT$75,000
STUDENT ACTION WITH FARMWORKERS
1317 W PETTIGREW STREETDURHAMNC27705PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$45,000
TENNESSEE IMMIGRANT AND REFUGEE RIGHTS COALITION
2195 NOLENSVILLE PIKENASHVILLETN37211PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$100,000
TOGETHER LOUISIANA
300 WASHINGTON 308MONROELA71201PCGENERAL OPERATING SUPPORT$75,000
TOGETHER LOUISIANA
300 WASHINGTON 308MONROELA71201PCGENERAL OPERATING SUPPORT$150,000
TOGETHER LOUISIANA
300 WASHINGTON 308MONROELA71201PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
VAYLA NEW ORLEANS
13235 CHEF MENTEUR HIGHWAY SUITE ANEW ORLEANSLA70129PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$50,000
VOICE OF THE EXPERIENCED (VOTE)
PO BOX 13622NEW ORLEANSLA70185PCGENERAL OPERATING SUPPORT$50,000
VOICE OF THE EXPERIENCED (VOTE)
PO BOX 13622NEW ORLEANSLA70185PCGENERAL OPERATING SUPPORT$15,000
VOICE OF THE EXPERIENCED (VOTE)
PO BOX 13622NEW ORLEANSLA70185PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
VOICE OF THE EXPERIENCED (VOTE)
PO BOX 13622NEW ORLEANSLA70185PCGENERAL OPERATING SUPPORT$100,000
ALLIANCE FOR A JUST SOCIETY ON BEHALF OF WE ARE DOWN HOME
1246A PLAZA DRIVEBURLINGTONNC27215PCGENERAL OPERATING SUPPORT$200,000
ALLIANCE FOR A JUST SOCIETY ON BEHALF OF WE ARE DOWN HOME
1246A PLAZA DRIVEBURLINGTONNC27215PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
ALLIANCE FOR A JUST SOCIETY ON BEHALF OF WE ARE DOWN HOME
1246A PLAZA DRIVEBURLINGTONNC27215PCCOVID-19 RESPONSE FUND$10,000
ALLIANCE FOR A JUST SOCIETY ON BEHALF OF WE ARE DOWN HOME
1246A PLAZA DRIVEBURLINGTONNC27215PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$25,000
ALLIANCE FOR A JUST SOCIETY ON BEHALF OF WE ARE DOWN HOME
1246A PLAZA DRIVEBURLINGTONNC27215PCGENERAL OPERATING SUPPORT$50,000
WEST VIRGINIA CENTER ON BUDGET AND POLICY INC
8 CAPITOL STREET 4TH FLOORCHARLESTONWV25301PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
WEST VIRGINIA CENTER ON BUDGET AND POLICY INC
8 CAPITOL STREET 4TH FLOORCHARLESTONWV25301PCGENERAL OPERATING SUPPORT$100,000
WEST VIRGINIA COMMUNITY DEVELOPMENT HUB INC
424A SHREWSBURY STREETCHARLESTONWV25301PCGENERAL OPERATING SUPPORT$150,000
WEST VIRGINIA COMMUNITY DEVELOPMENT HUB INC
424A SHREWSBURY STREETCHARLESTONWV25301PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
WEST VIRGINIA COMMUNITY DEVELOPMENT HUB INC
424A SHREWSBURY STREETCHARLESTONWV25301PCGENERAL OPERATING SUPPORT$150,000
WEST VIRGINIA FOOD & FARM COALITION
3820 MACCORKLE AVENUE SECHARLESTONWV25304PCGENERAL OPERATING SUPPORT$75,000
WEST VIRGINIA FOOD & FARM COALITION
3820 MACCORKLE AVENUE SECHARLESTONWV25304PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
WEST VIRGINIA FOOD & FARM COALITION
3820 MACCORKLE AVENUE SECHARLESTONWV25304PCGENERAL OPERATING SUPPORT$75,000
WEST VIRGINIA HEALTHY KIDS AND FAMILIES COALITION DBA OUR FUTURE WV
1636 KANAWHA BOULEVARD EASTCHARLESTONWV25311PCGENERAL OPERATING SUPPORT$120,000
WEST VIRGINIA HEALTHY KIDS AND FAMILIES COALITION DBA OUR FUTURE WV
1636 KANAWHA BOULEVARD EASTCHARLESTONWV25311PCGENERAL OPERATING SUPPORT$350,000
WEST VIRGINIA HEALTHY KIDS AND FAMILIES COALITION DBA OUR FUTURE WV
1636 KANAWHA BOULEVARD EASTCHARLESTONWV25311PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
WINSTON SALEM FOUNDATION
751 WEST FOURTH STREET SUITE 200WINSTONSALEMNC27101PCCOVID-19 RESPONSE FUND$25,000
WOMEN WATCH AFRIKA
PO BOX 208AVONDALE ESTATESGA30002PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$20,000
WOMEN WATCH AFRIKA
PO BOX 208AVONDALE ESTATESGA30002PCGENERAL OPERATING SUPPORT$20,000
THE WOMEN'S FUND OF GREATER BIRMINGHAM
2201 5TH AVENUE SOUTH SUITE 110BIRMINGHAMAL35233PCPROJECT SUPPORT$50,000
THE WOMEN'S FUND OF GREATER BIRMINGHAM
2202 5TH AVENUE SOUTH SUITE 110BIRMINGHAMAL35233PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
THE WOMEN'S FUND OF GREATER BIRMINGHAM
2203 5TH AVENUE SOUTH SUITE 110BIRMINGHAMAL35233PCGENERAL OPERATING SUPPORT$100,000
WOMEN'S RIGHTS AND EMPOWERMENT NETWORK (WREN)
1201 MAIN STREET SUITE 320COLUMBIASC29201PCGENERAL OPERATING SUPPORT$15,000
WORKING AMERICA EDUCATION FUND
5204 TUCKERMAN LANE 407NORTH BETHESDAMD20852PCGENERAL OPERATING SUPPORT AND COVID-19 RESPONSE$10,000
WORKING AMERICA EDUCATION FUND
5204 TUCKERMAN LANE 407NORTH BETHESDAMD20852PCGENERAL OPERATING SUPPORT$50,000
COMMUNITIES UNLIMITED
3 E COLT SQUARE DRFAYETTEVILLEAR72703PCGENERAL OPERATING SUPPORT$7,923
COMMUNITY WORKS
100 W ANTRIM DRGREENVILLESC29607PCGENERAL OPERATING SUPPORT$33,245
HOPE ENTERPRISE CORPORATION
4 OLD RIVER PL STE AJACKSONMS39202PCGENERAL OPERATING SUPPORT$31,698
NATURAL CAPITAL INVESTMENT FUND
1098 TURNER RDSHEPHERDSTOWNWV25443PCGENERAL OPERATING SUPPORT$40,050
SC COMMUNITY LOAN FUND
PO BOX 21163CHARLESTONSC29413PCGENERAL OPERATING SUPPORT$13,244
SOUTHERN BANCORP CAPITAL PARTNERS DBA SOUTHERN BANCORP COMMUNITY PARTNERS
8924 KANIS RDLITTLE ROCKAR72205PCGENERAL OPERATING SUPPORT$15,845
MOUNTAIN BIZCAPITAL INC DBA MOUNTAIN BIZWORKS
153 S LEXINGTON AVEASHEVILLENC28801PCGENERAL OPERATING SUPPORT$9,053
VIRGINIA COMMUNITY CAPITAL
110 PEPPERS FRY RD NWCHRISTIANSBURGVA24073PCGENERAL OPERATING SUPPORT$50,883
HOPE FEDERAL CREDIT UNION
4 OLD RIVER PL STE AJACKSONMS39202NCGENERAL OPERATING SUPPORT$434
LATINO COMMUNITY CREDIT UNION
100 W MORGAN STDURHAMNC27701NCGENERAL OPERATING SUPPORT$13,797
LIBERTY BANK AND TRUST
1300 CANAL STNEW ORLEANSLA70119NCGENERAL OPERATING SUPPORT$2,215
SELF-HELP CREDIT UNION
601 S MANGUM STDURHAMNC27701NCGENERAL OPERATING SUPPORT$4,430
SC COMMUNITY BANK
1545 SUMTER STCOLUMBIASC29201NCGENERAL OPERATING SUPPORT$4,673
SOUTHERN BANCORP
400 HARDIN RD STE 100LITTLE ROCKAR72211NCGENERAL OPERATING SUPPORT$2,497
APPALACHIAN VOICES INC
589 WEST KING STREETBOONENC28607PCGENERAL OPERTING SUPPORT$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,169,142TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1APPALACHIAN VOICES INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1589 WEST KING STREETAddressLine1Txt
CityBOONECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28607ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENEARL OPERATING SUPPORTGrantOrContributionPurposeTxt
Amt$75,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$75,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,161ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,034,377ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,263ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,104,752ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CHANGE IN VALUE OF CRT14-$147,936
GRANT PV ADJUSTMENT14$0
UNREALIZED GAINS/LOSSES14$23,240,662

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,343,279ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,343,279TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
FORD FOUNDATION
1320 EAST 43RD STREETNEW YORKNY10017$1,600,000Yes (X)
ROBERT WOOD JOHNSON FOUNDATION
250 COLLEGE ROAD EASTPRINCETONNJ08540$4,000,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDITCategoryTxt
Amt$48,278Amt
Net Investment Income$28,967NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,311DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionFOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULTAION SECTION 53.4942(A)-3(D)(2) TO TREAT $7,633,837 OF GRANTS MADE IN 2020 AS A DISTRIBUTION FROM CORPUS.ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDt
HOPE FEDERAL CREDIT UNION
4 OLD RIVER PLACEJACKSONMS392022020-12-17$305,348THE ORIGINAL PURPOSE OF THE GRANT WAS TO PROVIDE OPERATING SUPPORT UNDER THE UPLIFT AMERICA FUND TO INCREASE HOPE FEDERAL CREDIT UNION'S CAPACITY TO RECEIVE AND DEPLOY US DEPARTMENT OF AGRICULUTRE (USDA) LOANS TO DEVELOP OR REFINANCE COMMUNITY FACILITIES IN LOW-INCOME RURAL COMMUNITIES. GRANT PROCEEDS WERE TO BE USED AS OUTLINED IN THE GRANT PROPOSAL AND ANY SUBSEQUENT AMENDEMENTS. IN 2020, DUE TO COVID-19, ALL RESTRICTIONS OF THE GRANT WERE RELEASED IN ORDER FOR HOPE FEDERAL CREDIT UNION TO HAVE FLEXIBILITY TO MEET SHORT-TERM NEEDS AND LONGER-TERM REBUILDING EFFORTS.$305,348NO12/31/202020-12-31
PARK COMMUNITY CREDIT UNION INC
2515 BLANKENBAKER PARKWAYLOUISVILLEKY402992020-03-09$15,000THE PURPOSE OF THE GRANT IS TO CONDUCT A FEASIBILITY STUDY TO DETERMINE THE VIABILITY OF EXPANDING PARK'S SERVICES INTO APPALACHIAN KENTUCKY.$15,000NO12/31/202020-12-31
LATINO COMMUNITY CREDIT UNION
100 W MORGAN STDURHAMNC277012020-03-23$13,797MARY REYNOLDS BABCOCK FOUNDATION HAS PROGRAM RELATED INVESTMENTS IN THE FORM OF DEPOSITS IN COMMUNITY DEVELOPMENT CREDIT UNIONS AND BANKS. THE CREDIT UNIONS AND BANKS ARE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). AS PART OF THE FOUNDATION'S RESPONSE TO THE COVID-19 CRISIS, IT ELIMINATED INTEREST RATES ON DEPOSITS TO THESE ORGANIZATIONS THROUGH THE MATURITY OF DEPOSIT. ACCOUNTING STANDARDS REQUIRE THE NPV OF THE FORGIVEN INTEREST TO BE RECORDED AS AN IMPLIED GRANT TO THE ORGANIZATION. EACH OF THE CREDIT UNIONS AND BANKS PROVIDES ACCESS TO FINANCIAL SERVICES TO TRADITIONALLY UNDERSERVED COMMUNITITES INCLUDING PEOPLE OF COLOR, WOMEN, AND LOW-WEALTH COMMUNITIES.$13,797NO12/31/212021-12-31
LIBERTY BANK AND TRUST
1300 CANAL STNEW ORLEANSLA701192020-03-23$2,215MARY REYNOLDS BABCOCK FOUNDATION HAS PROGRAM RELATED INVESTMENTS IN THE FORM OF DEPOSITS IN COMMUNITY DEVELOPMENT CREDIT UNIONS AND BANKS. THE CREDIT UNIONS AND BANKS ARE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). AS PART OF THE FOUNDATION'S RESPONSE TO THE COVID-19 CRISIS, IT ELIMINATED INTEREST RATES ON DEPOSITS TO THESE ORGANIZATIONS THROUGH THE MATURITY OF DEPOSIT. ACCOUNTING STANDARDS REQUIRE THE NPV OF THE FORGIVEN INTEREST TO BE RECORDED AS AN IMPLIED GRANT TO THE ORGANIZATION. EACH OF THE CREDIT UNIONS AND BANKS PROVIDES ACCESS TO FINANCIAL SERVICES TO TRADITIONALLY UNDERSERVED COMMUNITITES INCLUDING PEOPLE OF COLOR, WOMEN, AND LOW-WEALTH COMMUNITIES.$2,215NO12/31/212021-12-31
SELF-HELP CREDIT UNION
601 S MANGUM STDURHAMNC277012020-03-23$4,430MARY REYNOLDS BABCOCK FOUNDATION HAS PROGRAM RELATED INVESTMENTS IN THE FORM OF DEPOSITS IN COMMUNITY DEVELOPMENT CREDIT UNIONS AND BANKS. THE CREDIT UNIONS AND BANKS ARE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). AS PART OF THE FOUNDATION'S RESPONSE TO THE COVID-19 CRISIS, IT ELIMINATED INTEREST RATES ON DEPOSITS TO THESE ORGANIZATIONS THROUGH THE MATURITY OF DEPOSIT. ACCOUNTING STANDARDS REQUIRE THE NPV OF THE FORGIVEN INTEREST TO BE RECORDED AS AN IMPLIED GRANT TO THE ORGANIZATION. EACH OF THE CREDIT UNIONS AND BANKS PROVIDES ACCESS TO FINANCIAL SERVICES TO TRADITIONALLY UNDERSERVED COMMUNITITES INCLUDING PEOPLE OF COLOR, WOMEN, AND LOW-WEALTH COMMUNITIES.$4,430NO12/31/212021-12-31
HOPE FEDERAL CREDIT UNION
4 OLD RIVER PLACEJACKSONMS392022020-03-23$434MARY REYNOLDS BABCOCK FOUNDATION HAS PROGRAM RELATED INVESTMENTS IN THE FORM OF DEPOSITS IN COMMUNITY DEVELOPMENT CREDIT UNIONS AND BANKS. THE CREDIT UNIONS AND BANKS ARE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). AS PART OF THE FOUNDATION'S RESPONSE TO THE COVID-19 CRISIS, IT ELIMINATED INTEREST RATES ON DEPOSITS TO THESE ORGANIZATIONS THROUGH THE MATURITY OF DEPOSIT. ACCOUNTING STANDARDS REQUIRE THE NPV OF THE FORGIVEN INTEREST TO BE RECORDED AS AN IMPLIED GRANT TO THE ORGANIZATION. EACH OF THE CREDIT UNIONS AND BANKS PROVIDES ACCESS TO FINANCIAL SERVICES TO TRADITIONALLY UNDERSERVED COMMUNITITES INCLUDING PEOPLE OF COLOR, WOMEN, AND LOW-WEALTH COMMUNITIES.$434NO12/31/212021-12-31
SC COMMUNITY BANK
1545 SUMTER STCOLUMBIASC292012020-03-23$4,673MARY REYNOLDS BABCOCK FOUNDATION HAS PROGRAM RELATED INVESTMENTS IN THE FORM OF DEPOSITS IN COMMUNITY DEVELOPMENT CREDIT UNIONS AND BANKS. THE CREDIT UNIONS AND BANKS ARE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). AS PART OF THE FOUNDATION'S RESPONSE TO THE COVID-19 CRISIS, IT ELIMINATED INTEREST RATES ON DEPOSITS TO THESE ORGANIZATIONS THROUGH THE MATURITY OF DEPOSIT. ACCOUNTING STANDARDS REQUIRE THE NPV OF THE FORGIVEN INTEREST TO BE RECORDED AS AN IMPLIED GRANT TO THE ORGANIZATION. EACH OF THE CREDIT UNIONS AND BANKS PROVIDES ACCESS TO FINANCIAL SERVICES TO TRADITIONALLY UNDERSERVED COMMUNITITES INCLUDING PEOPLE OF COLOR, WOMEN, AND LOW-WEALTH COMMUNITIES.$4,673NO12/31/212021-12-31
SOUTHERN BANCORP
400 HARDIN RD STE 100LITTLE ROCKAR722112020-03-23$2,497MARY REYNOLDS BABCOCK FOUNDATION HAS PROGRAM RELATED INVESTMENTS IN THE FORM OF DEPOSITS IN COMMUNITY DEVELOPMENT CREDIT UNIONS AND BANKS. THE CREDIT UNIONS AND BANKS ARE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). AS PART OF THE FOUNDATION'S RESPONSE TO THE COVID-19 CRISIS, IT ELIMINATED INTEREST RATES ON DEPOSITS TO THESE ORGANIZATIONS THROUGH THE MATURITY OF DEPOSIT. ACCOUNTING STANDARDS REQUIRE THE NPV OF THE FORGIVEN INTEREST TO BE RECORDED AS AN IMPLIED GRANT TO THE ORGANIZATION. EACH OF THE CREDIT UNIONS AND BANKS PROVIDES ACCESS TO FINANCIAL SERVICES TO TRADITIONALLY UNDERSERVED COMMUNITITES INCLUDING PEOPLE OF COLOR, WOMEN, AND LOW-WEALTH COMMUNITIES.$2,497NO12/31/212021-12-31

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME CORPORATE BONDSBondNm
EOY Book Value$8,173,936EOYBookValueAmt
EOYFMV$8,173,936EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY SECURITIES$81,244,557$81,244,557
MUTUAL FUNDS$16,668,348$16,668,348
EQUITY FUNDS$74,477,377$74,477,377

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$11,816,028USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$11,816,028USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$3,415,675StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$3,415,675StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemANNUITY TRUSTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$660,802BookValueAmt
EOYFMV$660,802EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,265LegalFeesAmt
Net Investment Income$392NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,873DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$7,645,648$7,128,937$7,128,937
ACCRUED INCOME$287,240$183,804$183,804

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM SUPPORT$10,000$0$10,000
PRI DUE DILIGENCE & MONITORING$12,000$0$12,000
COMMUNICATIONS / WEB SITE$6,033$0$6,033
POSTAGE$1,087$55$1,032
EQUIPMENT MAINTENANCE$13,712$697$13,014
DUES & MEMBERSHIPS$51,047$0$51,047
MISCELLANEOUS$2,762$142$2,621
INSURANCE$21,582$2,065$19,517
BANK AND PAYROLL FEES$4,006$204$3,802
TELEPHONE, SUPPLIES, SUBSCRIPTIONS$22,344$1,136$21,207
JANITORIAL$20,358$1,035$19,322
TECH SUPPORT$120,702$3,347$117,355
LEARNING AND STRATEGY$47,500$0$47,500
UAF$5,452$0$5,452
EXPENSES ALLOCATED FROM/TO SLP II$845,456$845,456$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SECTION 988 INCOME$28,883$28,883$28,883
SECTION 1296 INCOME-$13,352-$13,352-$13,352
OTHER INVESTMENT INCOME$732$732$732
CHANGE IN VALUE OF CRT-$147,936-$147,936
UNREALIZED GAINS/LOSSES$23,240,662$23,240,662

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FEDERAL EXCISE TAX PAYABLE$0$82,336
DEFERRED TAX LIABILITY$789,167$870,433

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$939,727$939,727$0
VARIOUS SERVICES$31,917$0$31,917
BOARD CONSULTANTS$275$0$275
INVESTMENT EXPENSES FROM K-1S$943,655$942,619$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$255,667Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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