2018-11-14T14:07:33-06:00 2017-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS RD SUITE 1500 RALEIGH NC 27609 990 2017-01-01 251926063 CORDES FOUNDATION CORD 8554822946 7315 WISCONSIN AVE NO 1000W BETHESDA MD 20814 GABE DICLERICO SECRETARY/TREASURER 8554822946 2018-11-14 1 JOHN HUSKINS P01081531 9197196400 2018-11-14 66.77.128.118 2018-11-14 15:07:13 ES P E5619E479CD30322FD9833C0D8D7236C09A5A283 0300F7440FFCAFEE97AE10E69CBFFC829D088163 2017 2019-02-21 02:37:17Z RONALD CORDES 7315 WISCONSIN AVE NO 1000W BETHESDA MD 20814 7383175 0 X CORDESFOUNDATION.ORG X 2005 CA PROVIDE GRANTS TO NONPROFIT ORGANIZATIONS. 7 5 1 5 0 0 5000 10000 0 0 191041 1328087 0 0 196041 1338087 291350 282795 0 0 96046 104940 0 0 0 203736 160577 591132 548312 -395091 789775 9736689 10541569 25 0 9736664 10541569 X THE CORDES FOUNDATIONS CONNECTS SOCIAL ENTREPRENEURS WITH RESOURCES THEY NEED, CONVENES EVENTS TO STRENGTHEN THE ECOSYSTEMS OF IMPACT INVESTING AND SOCIAL ENTREPRENEURSHIP, AND CATALYZES 100% OF ITS BALANCE SHEET FOR IMPACT. 0 0 275042 282795 THE CORDES FOUNDATION CONNECTS SOCIAL ENTREPRENEURS WITH THE RIGHT RESOURCES AND STAKEHOLDERS, CONVENE EVENTS THAT ENHANCE AND STRENGTHEN THE IMPACT INVESTING AND SOCIAL ENTREPRENEURIAL ECOSYSTEMS AND CATALYZE 100% OF OUR BALANCE SHEET TO ELEVATE THE ROLE OF WOMEN GLOBALLY. 275042 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 7 5 1 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X GABE DICLERICO 8554822946 7315 WISCONSIN AVE NO 1000W BETHESDA MD 20814 STEPHANIE CORDES DIRECTOR 1.00 X 0 0 0 TIMOTHY FREUNDLICH DIRECTOR 1.00 40.00 X 0 264996 21203 GERALD HILDEBRAND DIRECTOR 1.00 X 0 0 0 ELIZABETH STELLUTO DIRECTOR 1.00 X 0 0 0 RONALD CORDES PRESIDENT 1.00 1.00 X X 0 0 0 MARTHA CORDES VICE-PRESIDENT 1.00 X X 0 0 0 GABRIEL DICLERICO SECRETARY/TREASURER 1.00 40.00 X X 0 163141 22457 ERIC STEPHENSON PORTFOLIO DIRECTOR 40.00 X 97380 0 0 97380 428137 43660 0 0 1 0 0 10000 10000 204454 204454 7168721 6045088 1123633 1123633 1123633 1338087 0 0 1328087 282795 282795 97380 19081 78299 7560 1481 6079 46057 46057 6815 2136 4679 51031 9099 41932 1860 261 1599 4955 1067 3888 13887 4786 9101 52011 767 51244 27544 3420 24124 795 111 684 DUES & SUBSCRIPTIONS 5067 38 5029 MISCELLANEOUS 555 555 ALLOWANCE FOR LOAN LOSS -50000 -50000 548312 275042 273270 0 209229 344882 96018 12428 10814 655000 580000 1667 5450754 5494118 3153001 3761127 254610 254610 9736689 10541569 25 0 25 0 X 9736664 10541569 9736664 10541569 9736689 10541569 789775 15130 0 X 0 1 X 1 0 X X X 1 IMPACTASSETS INC 262048480 7 1 0 548312 1 0 548312 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ALTERNATIVE INVESTMENTS 3761127 F 3761127 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT IMPACTASSETS AND CORDES HAVE PROPERLY MAINTAINED THEIR EXEMPT STATUS AND THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017. CENTRAL AMERICA AND THE CARIBBEAN 0 0 EQUITY INVESTMENTS 934518 NORTH AMERICA 0 0 EQUITY INVESTMENTS 419000 0 0 0 0 0 0 1353518 0 1353518 1 0 1 1 1 0 1 NEST INC 501 5TH AVENUE 1608 NEW YORK NY 10017 205450672 501(C)(3) 30500 GENERAL OPERATIONS FAIR TRADE USA 1500 BROADWAY SUITE 400 OAKLAND CA 94612 411848081 501(C)(3) 25000 GENERAL OPERATIONS REMAKE 1012 TORNEY AVE SUITE 202 SAN FRANCISCO CA 94129 473181193 501(C)(3) 20000 SPONSOR NY FASHION WEEK EVENT WOMEN'S MICROFINANCE INITIATIVE PO BOX 485 CABIN JOHN MD 20818 261384627 501(C)(3) 15400 ZESUI PAVILLON ASHOKA 1700 N MOORE ST SUITE 2000 ARLINGTON VA 22209 510255908 501(C)(3) 15000 CORDES INNOVATION AWARDS RESONATE WORKSHOPS PO BOX 582 ALBION CA 95410 464922401 501(C)(3) 15000 GENERAL OPERATIONS CREATING HOPE INTERNATIONAL PO BOX 1058 DEARBORN MI 48121 383288402 501(C)(3) 15000 GENERAL OPERATIONS SPONSORS FOR EDUCATIONAL OPPORTUNITY 55 EXCHANGE PL SUITE 601 NEW YORK NY 10005 132578670 501(C)(3) 15000 GENERAL OPERATIONS DUKE UNIVERSITY PO BOX 90120 DURHAM NC 27708 560532129 501(C)(3) 10625 CORDES FELLOWS INDEGO AFRICA 51 W 52ND ST SUITE 2300 NEW YORK NY 10019 205874831 501(C)(3) 10000 GENERAL OPERATIONS THE EMPOWERMENT PLAN 1401 VERMONT ST DETROIT MI 48216 453265365 501(C)(3) 10000 GENERAL OPERATIONS BEADFORLIFE 2336 CANYON BLVD SUITE 202 BOULDER CO 80302 201683139 501(C)(3) 10000 STREET BUSINESS SCHOOL PROGRAM WOMEN MOVING MILLIONS INC 19 FULTON ST SUITE 301 NEW YORK NY 10038 452576859 501(C)(3) 10000 GENERAL OPERATIONS STARTING BLOC 7804 FAIRVIEW RD SUITE 187 CHARLOTTE NC 28226 320049184 501(C)(3) 10000 GENERAL OPERATIONS THE GIVING BACK FUND 5757 W CENTURY BLVD SUITE 410 LOS ANGELES CA 90045 043367888 501(C)(3) 10000 GENERAL OPERATIONS TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 510198509 501(C)(3) 10000 GENERAL OPERATIONS DISABILITY RIGHTS FUND INC 89 SOUTH ST SUITE 203 BOSTON MA 02111 275026293 501(C)(3) 6000 GENERAL OPERATIONS ONE WORLD CHILDREN'S FUND 1012 TORNEY AVE SUITE 201 SAN FRANCISCO CA 94129 770479205 501(C)(3) 6000 GENERAL OPERATIONS WOMEN MOVING MILLIONS INC 19 FULTON ST SUITE 301 NEW YORK NY 10038 452576859 501(C)(3) 5770 GENERAL OPERATIONS 19 0 PART I, LINE 2: THE ORGANIZATION RECEIVES REPORTS FROM THE RECIPIENTS ON THE USE OF THE GRANTS. X 0 0 0 0 0 0 0 0 0 TIMOTHY FREUNDLICH DIRECTOR 0 238530 0 0 0 26466 0 18803 0 2400 0 286199 0 0 GABRIEL DICLERICO SECRETARY/TREASURER 0 158344 0 4237 0 560 0 13033 0 9424 0 185598 0 0 FORM 990, PART VI, SECTION A, LINE 2 RONALD CORDES, MARTHA CORDES, AND STEPHANIE CORDES HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS DELEGATED MANAGEMENT DUTIES TO IMPACTASSETS, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF IMPACTASSETS, INC. HAS THE POWER TO APPOINT FOUR MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE TREASURER FOR REVIEW. AFTER THE TREASURER'S REVIEW WAS COMPLETE, THE FORM 990 WAS FORWARDED TO THE OTHER BOARD MEMBERS PRIOR TO FILING. IF THE BOARD MEMBERS HAD QUESTIONS, THEY WERE ADDRESSED BY THE TREASURER OR ACCOUNTING FIRM PRIOR TO SUBMITTING THE FORM 990 TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ANNUALLY REVIEW AND SIGN A DOCUMENT ACKNOWLEDGING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 8865, CONTROLLED FOREIGN PARTNERSHIP REPORTING: THE FOUNDATION MAY BE REQUIRED TO FILE U.S. FORM 8865, BUT IS NOT DOING SO UNDER THE CONSTRUCTIVE OWNERSHIP EXCEPTION. THE FOUNDATION HAS AN INTEREST IN MICROVEST SHORT DURATION FUND, LP, 7315 WISCONSIN AVENUE, SUITE 300W, BETHESDA, MD 20814, EIN: 27-2971077, WHICH FILED FORM 8865S, OR WAS A PARTNER IN FUNDS THAT FILED 8865S, FOR THE YEAR ENDED 12/31/17. IMPACTASSETS INC 7315 WISCONSIN AVE SUITE 1000W BETHESDA MD 20814 262048480 FISCAL SPONSORSHIP MD 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0