HOPEWELL FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOPEWELL FUND (EIN 47-3681860)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349301509
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T08:43:14-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473681860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPEWELL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 2026648763 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE BODNER | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 2026648763 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 12:14:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B203A4A8A6E61DBC561768F9DF64C20883389877 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21BC9F0CB92CCAF1C8F75DAE5A2E63B6F184FA88 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE BODNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,580,907 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOPEWELLFUND.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE HOPEWELL FUND SPECIALIZES IN HELPING SOCIAL/CORPORATEENTREPRENEURS 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,895,270 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,579,022 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1 | PYInvestmentIncomeAmt |
| CY Investment Income | -$28,018 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,052 | CYOtherRevenueAmt |
| PY Total Revenue | $6,895,271 | PYTotalRevenueAmt |
| CY Total Revenue | $16,552,056 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,662,344 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $168,748 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $597,812 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $333 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $670,774 | PYOtherExpensesAmt |
| CY Other Expenses | $1,557,844 | CYOtherExpensesAmt |
| PY Total Expenses | $839,522 | PYTotalExpensesAmt |
| CY Total Expenses | $7,818,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,055,749 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,734,056 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,576,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,703,008 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $520,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $913,203 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,055,749 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,789,805 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,356,258 | ExpenseAmt |
| Grant | $4,675,780 | GrantAmt |
| Desc | CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: HOPEWELL'S PORTFOLIO OF CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROJECTS FOCUS AREAS INCLUDE EXPOSING MISCONDUCT AND MALFEASANCE IN PUBLIC LIFE, COMBATING HUMAN TRAFFICKING, ADDRESSING INCOME INEQUALITY, AND IMPROVING CIVIC ENGAGEMENT AMONG TRADITIONALLY UNDERREPRESENTED GROUPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,444,851 | ExpenseAmt |
| Grant | $965,563 | GrantAmt |
| Desc | HEALTH RESEARCH: HOPEWELL'S PORTFOLIO OF HEALTH RESEARCH FOCUS AREAS INCLUDE WOMEN'S HEALTH AND PHARMACEUTICAL RESEARCH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,402 | ExpenseAmt |
| Desc | TECHNOLOGY AND INNOVATION: HOPEWELL'S PORTFOLIO OF TECHNOLOGY AND INNOVATION PROJECTS FOCUS AREAS INCLUDE SUPPORTING THE SECURITY AND CYBER SECURITY NEEDS OF HEALTH, RIGHTS, AND JUSTICE ORGANIZATIONS AND ACTIVISTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,463 | ExpenseAmt |
| Grant | $21,001 | GrantAmt |
| Desc | OTHER PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $27,463 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $21,001 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,007,974 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBUR PRIESTER ARABELLA ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025951020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW SUITE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LEE BODNER | ||||||
| BOARD CHAIR AND PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC KESSLER ENDING 052616 | ||||||
| BOARD CHAIR AND PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAMPRITI GANGULI | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT NIELSEN ENDING 052616 | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL SLABY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILBUR PRIESTER | ||||||
| CHIEF FINANCIAL OFFICER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW SHULTZ | ||||||
| GENERAL COUNSEL | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARABELLA ADVISORS | |||||
| 1201 CONNECTICUT AVENUE STE 300 | WASHINGTON | DC | 20036 | MANAGEMENT SERVICES | $807,425 |
| SUMMER STRATEGIES | |||||
| 660 PENNSYLVANIA AVE SE STE 303 | WASHINGTON | DC | 20003 | CONSULTING | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,579,022 | AllOtherContributionsAmt |
| Noncash Contributions | $8,499,586 | NoncashContributionsAmt |
| Total Contributions | $16,579,022 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $833 | TotalRevenueColumnAmt |
| Exclusion | $833 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,851 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$28,851 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,851 | TotalRevenueColumnAmt |
| Exclusion | -$28,851 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,052 | TotalRevenueColumnAmt |
| Exclusion | $1,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,052 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,552,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$26,966 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,645,344 | TotalAmt |
| Program Services | $5,645,344 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $17,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,812 | TotalAmt |
| Program Services | $597,812 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,693 | TotalAmt |
| Management And General | $809,693 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,556 | TotalAmt |
| Program Services | $93,556 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,201 | TotalAmt |
| Program Services | $513,868 | ProgramServicesAmt |
| Fundraising | $333 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,498 | TotalAmt |
| Program Services | $26,498 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,173 | TotalAmt |
| Program Services | $22,173 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,355 | TotalAmt |
| Program Services | $71,355 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,878 | TotalAmt |
| Program Services | $19,878 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $490 | TotalAmt |
| Program Services | $490 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,818,000 | TotalAmt |
| Program Services | $7,007,974 | ProgramServicesAmt |
| Management And General | $809,693 | ManagementAndGeneralAmt |
| Fundraising | $333 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,247,076 | BOYAmt |
| EOY | $13,584,240 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000 | BOYAmt |
| EOY | $375,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,459 | BOYAmt |
| EOY | $46,885 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,200 | BOYAmt |
| EOY | $1,576,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $115,820 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,765 | BOYAmt |
| EOY | $5,063 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,576,500 | BOYAmt |
| EOY | $15,703,008 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,444 | BOYAmt |
| EOY | $170,915 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $272,663 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,307 | BOYAmt |
| EOY | $469,625 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,751 | BOYAmt |
| EOY | $913,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,194 | BOYAmt |
| EOY | -$6,198 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,051,555 | BOYAmt |
| EOY | $14,796,003 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,055,749 | BOYAmt |
| EOY | $14,789,805 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,576,500 | BOYAmt |
| EOY | $15,703,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,734,056 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,895,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,579,022 | CurrentTaxYearAmt |
| Total | $23,474,292 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,895,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,579,022 | CurrentTaxYearAmt |
| Total | $23,474,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,037,102 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,437,190 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1 | CurrentTaxYearMinus1YearAmt |
| Total | $1 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $833 | CurrentTaxYearMinus1YearAmt |
| Total | $833 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,052 | CurrentTaxYearAmt |
| Total | $1,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,476,178 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 1,052. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $469,625 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $469,625 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,552,056 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,552,056 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,552,056 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,818,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,818,000 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,818,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2016 AND 2015. 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. BECAUSE THE FUND WAS FORMED DURING 2015, THAT YEAR IS THE ONLY TAX YEAR OPEN FOR EXAMINATION BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $17,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | PROGRAM SUPPORT. | PurposeOfGrantTxt |
| Cash Grant | $17,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART I, LINE 3: | THE ORGANIZATION USES GAAP TO REPORT FOREIGN EXPENDITURES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACCESS HEALTH CENTER | ||||||||
| 1700 75TH ST | DOWNERS GROVE | IL | 60516 | 742611798 | FOR PROFIT | $50,000 | $0 | HEALTH RESEARCH |
| AMERICAN CENTER | ||||||||
| P O BOX 15423 | WASHINGTON | DC | 20003 | 474245571 | 501C4 | $80,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| APHRODITE MEDICAL PLLC | ||||||||
| 149 VESTAL PARKWAY W | VESTAL | NY | 13850 | 263777919 | FOR PROFIT | $40,000 | $0 | HEALTH RESEARCH |
| ARCHER INITIATIVES LLC | ||||||||
| P O BOX 424 | ANNANDALE | VA | 22003 | 462655655 | FOR PROFIT | $441,577 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| CHECKS AND BALANCES EDUCATION FUND | ||||||||
| PO BOX 170521 | BROOKLYN | NY | 11217 | 814777062 | FOR PROFIT | $128,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| FAMILLY PLANNING ASSOCIATION OF MAINE | ||||||||
| PO BOX 587 | AUGUSTA | ME | 04401 | 010317679 | 501C3 | $100,000 | $0 | HEALTH RESEARCH |
| FAMILY PLANNING SPECIALISTS | ||||||||
| 200 WEBSTER ST STE 100 | OAKLAND | CA | 94607 | 942959115 | FOR PROFIT | $110,000 | $0 | HEALTH RESEARCH |
| FEMINIST WOMEN'S HEALTH CENTER INC | ||||||||
| 1924 CLIFF VALLEY WAY | ATLANTA | GA | 30329 | 581273243 | 501C3 | $37,500 | $0 | HEALTH RESEARCH |
| FULLER PROJECT FOR INTERNATIONAL REPORTING INC | ||||||||
| 1775 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | 811175253 | 501C3 | $21,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| GIVEDIRECTLY INC | ||||||||
| PO BOX 3221 CHURCH ST STATION | NEW YORK | NY | 10008 | 271661997 | 501C3 | $25,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| LATINOS UNITED FOR A NEW AMERICA LUNA | ||||||||
| 905 EL RIO DR | SAN JOSE | CA | 95125 | 465043077 | 501C3 | $5,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| MABEL WADSWORTH WOMEN'S HEALTH CENTER | ||||||||
| 700 MT HOPE AVE STE 420 | BANGOR | ME | 04401 | 222667466 | 501C3 | $100,000 | $0 | HEALTH RESEARCH |
| MAJORITY OHIO | ||||||||
| PO BOX 8246 | CINCINNATI | OH | 45208 | 475588453 | 501C3 | $45,203 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| NISKANEN CENTER INC | ||||||||
| 820 FIRST ST NE STE 675 | WASHINGTON | DC | 20002 | 455308952 | 501C3 | $50,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| SWC DETROIT | ||||||||
| 19305 W SEVEN MILE RD | DETROIT | MI | 48219 | 460637541 | FOR PROFIT | $12,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| THE HOPE CLINIC FOR WOMEN LTD | ||||||||
| 1602 21ST ST | GRANITE CITY | IL | 62040 | 371017984 | FOR PROFIT | $21,863 | $0 | HEALTH RESEARCH |
| TRUST WOMEN FOUNDAITON INC | ||||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | 273246473 | 501C3 | $100,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| VOTER REGISTRATION PROJECT EDUCATION FUND | ||||||||
| 1725 DESALES ST NW STE 650 | WASHINGTON | DC | 20036 | 812169516 | FOR PROFIT | $3,724,000 | $0 | CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY |
| WHOLE WOMEN'S SURGICAL CENTER | ||||||||
| 4025 E SOUTHCROSS ST 15 | SAN ANTONIO | TX | 78222 | 274408982 | FOR PROFIT | $194,200 | $0 | HEALTH RESEARCH |
| WOMENS HEALTH CENTER OF DULUTH PA | ||||||||
| 32 EAST FIRST ST STE 300 | DULUTH | MN | 55802 | 411444270 | 501C3 | $100,000 | $0 | HEALTH RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $807,425 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: ARABELLA ADVISORS, LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ENTITY MORE THAN 35% OWNED BY ERIC KESSLER, PRESIDENT(C) AMOUNT OF TRANSACTION: $807,425(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 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,499,586 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2 | NEW VENTURE FUND (NVF) IS THE PAYMASTER FOR ALL MANAGED ORGANIZATIONS UNDER ARABELLA FOR PAYROLL. NVF PAYS THE SALARY AND IMMEDIATELY INVOICES HOPEWELL, WHICH PAYS THE FULL AMOUNT BACK. |
| FORM 990, PART VI, SECTION A, LINE 2 | ERIC KESSLER, SAMPRITI GANGULI, WILBUR PRIESTER, AND ANDREW SHULTZ HAVE BUSINESS RELATIONSHIPS. |
| FORM 990, PART VI, SECTION A, LINE 3 | HOPEWELL FUND HAS AN ADMINISTRATIVE SERVICES AGREEMENT WITH ARABELLA ADVISORS, LLC. DURING THE YEAR, HOPEWELL FUND PAID TO ARABELLS ADVISORS $807,425 FOR MANAGEMENT, ADMINISTRATIVE PERSONNEL, AND REIMBURSABLE EXPENSES. |
| 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 C, LINE 19 | THE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C | 2015 IS THE FIRST YEAR OF OPERATIONS. THE BOARD COMMENCED ITS OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR IN ACCORDANCE WITH THE HOPEWELL FUND'S GOVERNANCE DOCUMENTS |
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