2019-11-12T11:01:52-06:00 2018-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2018-01-01 473681860 HOPEWELL FUND HOPE 2026648763 1201 CONNECTICUT AVENUE NW NO 300 WASHINGTON DC 20036 LEE BODNER BOARD CHAIR 2026648763 2019-11-05 1 YONG ZHANG CPA P01249785 7033366400 66.98.98.134 2019-11-05 15:34:48 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5BB3B986E96693C9FA12ABDB8E5DE88F5CFF60A5 2018 2020-03-31 21:24:44Z LEE BODNER 1201 CONNECTICUT AVENUE NW NO 300 WASHINGTON DC 20036 70933162 0 X WWW.HOPEWELLFUND.ORG/ X 2015 DC THE HOPEWELL FUND SPECIALIZES IN HELPING SOCIAL/CORPORATE ENTREPRENEURS AND OTHER CHANGEMAKERS LAUNCH NEW, INNOVATIVE SOCIAL CHANGE PROJECTS. HOPEWELL IS DESIGNED TO FACILITATE RAPID & EFFICIENT LAUNCHES OF WELL-RESOURCED PROJECTS WITH DIVERSE REVENUE & FUNDING MODELS, INCLUDING CHARITABLE CONTRIBUTIONS AND INVESTMENTS. MANY OF HOPEWELL'S PROJECTS EMPLOY BOLD AND AMBITIOUS STRATEGIES TO ACHIEVE THE IMPACT THEY SEEK. HOPEWELL IS MANAGED BY A TEAM OF EXPERTS WITH EXPERIENCE IN STARTING UP INNOVATIVE ORGANIZATIONS. THEY PROVIDE STREAMLINED OPERATIONS AND FINANCIAL SUPPORT AND COMPLIANCE OVERSIGHT TO MINIMIZE ADMINISTRATIVE BURDENS FOR PROJECT DONORS AND STAFF. 3 2 92 28 0 7529 130469297 64615634 96000 254796 26349 1848109 24647 173875 130616293 66892414 21562711 60039868 0 0 1496077 5843321 15000 78981 100830 5769609 12151067 28843397 78113237 101772896 -11220823 119425489 130298757 3199028 24876227 116226461 105422530 X TO HELP SOCIAL/CORPORATE ENTREPRENEURS & OTHER CHANGEMAKERS LAUNCH INNOVATIVE SOCIAL CHANGE PROJECTS. IT'S DESIGNED TO FACILITATE RAPID & EFFICIENT LAUNCHES OF WELL-RESOURCED PROJECTS WITH DIVERSE REVENUE & FUNDING MODELS, INCLUDING CHARITABLE CONTRIBUTIONS & INVESTMENTS. MANY OF HOPEWELL'S PROJECTS EMPLOY BOLD AND AMBITIOUS STRATEGIES TO ACHIEVE THE IMPACT THEY SEEK. HOPEWELL IS MANAGED BY A TEAM OF EXPERTS WITH EXPERIENCE IN STARTING UP INNOVATIVE ORGANIZATIONS. THEY PROVIDE STREAMLINED OPERATIONS AND FINANCIAL SUPPORT AND COMPLIANCE OVERSIGHT TO MINIMIZE ADMINISTRATIVE BURDENS FOR PROJECT DONORS AND STAFF. 0 0 59723209 51227478 23731 CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: HOPEWELL'S PORTFOLIO OF CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY FOCUS AREAS INCLUDE ADDRESSING INCOME INEQUALITY, IMPROVING CIVIC ENGAGEMENT AMONG TRADITIONALLY UNDERREPRESENTED GROUPS, AND ADVANCING STATE LEVEL ECONOMIC AND DEMOCRACY REFORMS. 12010520 8812390 206066 HEALTH: HOPEWELL'S PORTFOLIO OF HEALTH FOCUS AREAS INCLUDE WOMEN'S HEALTH, HEALTHCARE ACCESS, AND REDUCING HEALTH DISPARITIES AND AVOIDABLE INFANT MORTALITY. 831645 INTERNATIONAL DEVELOPMENT AND FOREIGN AFFAIRS: HOPEWELL FUND'S INTERNATIONAL DEVELOPMENT & FOREIGN AFFAIRS PORTFOLIO INCLUDES PROJECTS FOCUSED ON PREVENTING AND REDUCING TARGETED GROUP VIOLENCE, AND RESEARCHING AND PROVIDING PUBLIC EDUCATION ON UNITED STATES FOREIGN POLICY AND ITS IMPACTS. 2510502 25000 OTHER 2510502 25000 75075876 1 1 0 1 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 126 0 1 92 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 2 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA DC X ARABELLA ADVISORS 2025951020 1201 CONNECTICUT AVENUE NW NO 300 WASHINGTON DC 20036 LEE BODNER BOARD CHAIR AND PRESIDENT 1.00 X X 0 0 0 MICHAEL SLABY SECRETARY 1.00 X X 0 0 0 SAMPRITI GANGULI TREASURER 1.00 X X 0 0 0 WILBUR PRIESTER CHIEF FINANCIAL OFFICER 2.00 X 0 0 0 ANDREW SCHULZ GENERAL COUNSEL 1.00 X 4230 0 0 MEAGAN CAVANAUGH PROJECT DIRECTOR 40.00 X 195155 0 39023 BONNIE SCOTT JONES PROJECT DIRECTOR 32.00 X 158250 0 31092 COURTNEY CUFF PROJECT DIRECTOR 40.00 X 294500 0 55366 CHRISTOPHER FITZSIMON PROJECT DIRECTOR 40.00 X 157400 0 34918 MARY ALICE CARTER PROJECT DIRECTOR 40.00 X 174910 0 15139 984445 0 175538 13 0 1 0 ARABELLA ADVISORS 1201 CONNECTICUT AVE NW NO 300 WASHINGTON DC 20036 MANAGEMENT AND CONSULTING 3763563 BENENSON STRATEGY CORP 501 SANTA MONICA BLVD STE 600 SANTA MONICA CA 90401 CONSULTING 1191746 BELLWETHER EDUCATION PARTNERS INC 517 BOSTON POST RD UNIT 171 SUDBURY MA 01776 CONSULTING 463000 SKDKNICKERBOCKER LLC 1150 18TH ST STE 800 WASHINGTON DC 20036 CONSULTING 427646 PRECISION STRATEGIES LLC 901 NEW YORK AVE NW STE 530 WASHINGTON DC 20001 CONSULTING 320788 20 64615634 22842838 64615634 CONSULTING REVENUE 900099 254796 254796 254796 1348857 1348857 4540000 4040748 499252 499252 499252 OTHER INCOME 900099 173875 173875 173875 66892414 254796 0 2021984 58434868 58434868 1605000 1605000 24212 24212 4698575 4680933 17642 155795 155210 585 608791 606505 2286 355948 354612 1336 5402995 2674841 2728154 162402 155859 6543 24850 24850 33873 33873 78981 78981 92857 92857 3577171 3566454 10717 1029109 1029109 103344 95431 7913 154026 140925 13101 285864 285864 644587 643017 1570 135795 135795 16361 16361 9103 9103 LOSS ON UNCOLLECTIBLE R 308981 308981 169749 152238 17511 78113237 75075876 2936531 100830 116495588 49836249 16002871 1228273 1620416 30043 63624 1591474 1768413 46373 20425 129927 17903 30958 112024 60871295 2780 3440 119425489 130298757 1430089 1003475 1012496 23007467 756443 865285 3199028 24876227 X 99778959 69288428 16447502 36134102 116226461 105422530 119425489 130298757 X -11220823 192113 224779 X X 0 1 X 1 0 X 6895270 16579022 30469297 64615634 118559223 6895270 16579022 30469297 64615634 118559223 11569487 106989736 1 24883 1348857 1373741 833 833 1052 24647 173875 199574 120133371 350796 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 1,052. 2017 AMOUNT: $ 24,647. 2018 AMOUNT: $ 173,875. SCHEDULE A, PART II, LINE 1: THE ORGANIZATION RECEIVED AN UNUSUAL GRANT, UNDER REGULATION SECTION 1.509(A)-3(C)(4), IN THE AMOUNT OF $100,000,000 DURING THE TAX YEAR, AND IS THEREFORE EXCLUDED FROM SCHEDULE A, PART II, LINE 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 102111 1 737 1 6940 1 2386509 1 16927 1 28855 1 23747 2565826 0 PART II-B, LINE 1: HOPEWELL HAS CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO LEGISLATION RELATED TO ENVIRONMENTAL, EDUCATION, HEALTH, FOREIGN AID, TAX REFORM, AND OTHER ISSUES. 1 0 33773774 68757089 1 1 129927 17903 112024 112024 DUE TO RELATED PARTY 865285 865285 X 66991670 192113 192113 66799557 92857 92857 66892414 77795601 -224779 -224779 78020380 92857 92857 78113237 PART X, LINE 2: THE FUND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). IN ADDITION, THE FUND QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDING DECEMBER 31, 2018 AND 2017. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FUND'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FUND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FUND IS NOT SUBJECT TO INCOME TAX EXAMINATIONS FOR THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2015. PART XII, LINE 2D - OTHER ADJUSTMENTS: RETURN OF GRANT FUNDS 52,000. REFUND OF PRIOR YEARS' GRANTS -276,779. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 500000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 1105000 0 0 0 0 0 0 1605000 0 1605000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 500000 0 NORTH AMERICA CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 1100000 0 NORTH AMERICA CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 5000 0 3 0 0 0 0 0 0 0 PART I, LINE 2: FOR MOST GRANTS CONTRIBUTED, THE ORGANIZATION REQUIRES THAT ORGANIZATIONS RECEIVING FUNDS SUBMIT A PROPOSAL AND PROVIDE POST-GRANT REPORTS. FOR NON PUBLIC CHARITY ORGANIZATIONS, THE ORGANIZATION GENERALLY REQUIRES A WRITTEN PROPOSAL DESCRIBING HOW THE GRANT FUNDS WILL BE USED. THE ORGANIZATION CONDUCTS A PRE-GRANT INQUIRY TO EVALUATE THE GRANTEE. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT IMPOSE REPORTING OBLIGATIONS, REQUIRE FUNDS BE USED SOLELY AS SPECIFIED IN THE PROPOSAL, AND REQUIRING THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS AREN'T FILED AS REQUIRED. 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S 4081077 GENERAL UPSTREAM USA INC 1630 SAN PABLO AVE SUITE 400 OAKLAND CA 94612 352581424 501(C)(3) 4166666 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 106 49 PART I, LINE 2: FOR MOST GRANTS CONTRIBUTED, THE ORGANIZATION REQUIRES THAT ORGANIZATIONS RECEIVING FUNDS SUBMIT A PROPOSAL AND PROVIDE POST-GRANT REPORTS. FOR NON 501C3 ORGANIZATIONS, THE ORGANIZATION GENERALLY REQUIRES A WRITTEN PROPOSAL DESCRIBING HOW THE GRANT FUNDS WILL BE USED. THE ORGANIZATION CONDUCTS A PRE-GRANT INQUIRY TO EVALUATE THE GRANTEE. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT IMPOSE REPORTING OBLIGATIONS, REQUIRE FUNDS BE USED SOLELY AS SPECIFIED IN THE PROPOSAL, AND REQUIRING THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS AREN'T FILED AS REQUIRED. X 1 1 X X 0 0 0 0 0 0 0 0 0 MEAGAN CAVANAUGH PROJECT DIRECTOR 195155 0 0 0 0 0 6009 0 33014 0 234178 0 0 0 BONNIE SCOTT JONES PROJECT DIRECTOR 158250 0 0 0 0 0 4750 0 26342 0 189342 0 0 0 COURTNEY CUFF PROJECT DIRECTOR 294500 0 0 0 0 0 23000 0 32366 0 349866 0 0 0 CHRISTOPHER FITZSIMON PROJECT DIRECTOR 157400 0 0 0 0 0 4800 0 30118 0 192318 0 0 0 MARY ALICE CARTER PROJECT DIRECTOR 174910 0 0 0 0 0 5250 0 9889 0 190049 0 0 0 PART I, LINE 1A HOPEWELL FUND HAS A HEALTH AND FITNESS REIMBURSEMENT POLICY WHICH REIMBURSES CERTAIN GYM AND SIMILAR EXPENSES UP TO $75 PER MONTH. THIS APPLIES TO ALL FULL TIME EMPLOYEES. ARABELLA ADVISORS LLC SEE PART V 3763563 SEE PART V 0 SCHEDULE L, PART V (A) NAME OF PERSON: ARABELLA ADVISORS, LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ENTITY MORE THAN 35% OWNED BY ERIC KESSLER, FORMER PRESIDENT(C) AMOUNT OF TRANSACTION: $3,763,563(D) DESCRIPTION OF TRANSACTION: SPECIFICALLY, ARABELLA ADVISORS PROVIDED 1) STAFF FOR HOPEWELL FUND PROJECTS; 2) OPERATIONAL SUPPORT IN MANAGING THE ORGANIZATION AND 3) SUPPLEMENTAL CONSULTING SUPPORT FOR SOME HOPEWELL FUND PROJECTS.(E) SHARING OF ORGANIZATION REVENUES? = NO X 12 22842838 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 SAMPRITI GANGULI, WILBUR PRIESTER, AND ANDREW SCHULZ HAVE BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 3 ARABELLA ADVISORS IS A MANAGEMENT, STRATEGY AND EVALUATION FIRM SERVING FAMILY, INSTITUTIONAL, AND CORPORATE PHILANTHROPISTS ACROSS THE COUNTRY AND AROUND THE WORLD. ARABELLA PROVIDES BUSINESS AND ADMINISTRATIVE SERVICES TO THE HOPEWELL FUND UNDER AN ADMINISTRATIVE AGREEMENT. IN THAT CAPACITY, ARABELLA SUPPLIES THE SYSTEMS AND SERVICES TO ENSURE COMPLIANCE WITH FEDERAL, STATE AND LOCAL REGULATIONS RELATED TO CHARITABLE SOLICITATION AND PROVIDES HR, LEGAL, PAYROLL, AND OTHER ADMINISTRATIVE FUNCTIONS FOR THE HOPEWELL FUND THEREBY ENABLING HOPEWELL TO BETTER FURTHER ITS MISSION AND ACHIEVE IMPACT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS OF HOPEWELL FUND AND THE FUND'S LEGAL COUNSEL REVIEWED THE 990 BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 15 NONE OF THE NAMED POSITIONS EXISTED OR RECEIVED COMPENSATION DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS FORM 1023: APPLICATION FOR RECOGNITION OF EXEMPTION, AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THOSE MATERIALS INCLUDE THE FUND'S INITIAL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND OTHER POLICIES. THE FUND DOES NOT MAKE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: REFUND OF PRIOR YEARS' GRANTS 276,779. RETURN OF GRANT FUNDS -52,000. FORM 990, PART XII, LINE 2C: THE BOARD COMMENCED ITS OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR IN ACCORDANCE WITH THE HOPEWELL FUND'S GOVERNANCE DOCUMENTS. FORM 990, BOX C: HOPEWELL FUND TRADE NAMES: ARIZONA MIRROR ARIZONANS FOR RESPONSIBLE GOVERNMENT EQUITY FORWARD FLORIDA PHOENIX MICHIGAN ADVANCE MICHIGAN FAMILIES FOR OPPORTUNITY NEVADA CURRENT PENNSYLVANIA STAR-CURRENT VIRGINIA MERCURY FORM 990, PART I, LINE 22 AT THE END OF 2017, HOPEWELL RECEIVED AN UNUSUAL GRANT THAT WILL FUND AN EXPANSION OF ITS WORK FOR SEVERAL YEARS IN THE FUTURE.