2025-10-14T14:24:12-05:00 2024-12-31 351515068 MONROE SHINE & CO INC CPA'S PO BOX 1407 NEW ALBANY IN 471511407 990PF 2024-01-01 463061287 ACCESS VENTURES INC ACCE 5022878685 PO BOX 4572 LOUISVILLE KY 40204 BRYCE BUTLER MANAGING DIRECTOR 5022878685 2025-10-11 1 0 PHILLIP D BEAMAN CPA P00815487 8129452311 2024 2025-03-06 01:10:19Z X 37762357 X 1202447 532608 532608 532608 752797 7931321 752797 72305 5490062 0 5490062 7977914 1285405 6094975 447536 0 86488 361048 1182522 107941 228526 953878 138789 0 26822 101737 3133 0 605 1389 301731 0 58310 250779 417 230 81 336 2705896 264916 450821 1868157 4780024 373087 851653 3537324 2252198 2252198 7032222 373087 851653 5789522 945692 912318 5243322 973568 993965 993965 879039 2063873 2063873 25872 40202 25872 25872 790000 0 0 5200 567 567 210742 0 0 11982145 15083295 15083295 4867430 2749122 2749122 16051162 14936947 14936947 85000 85000 1009484 1908716 1908716 36808972 37762357 37762357 215987 223680 215987 223680 X 32959563 36539242 3633422 999435 36592985 37538677 36808972 37762357 36592985 945692 0 37538677 0 37538677 FIDELITY ACCT 0343 272502 229292 43210 43210 FIDELITY ACCT 0343 1073490 1129136 -55646 -55646 FIDELITY ACCT 9601 147314 145330 1984 1984 FIDELITY ACCT 9601 565768 588328 -22560 -22560 FIDELITY ACCT 7004 584910 578403 6507 6507 FIDELITY ACCT 7004 1325236 1377669 -52433 -52433 FIDELITY ACCT 5848 175169 174365 804 804 FIDELITY ACCT 5848 386020 413903 -27883 -27883 FIDELITY ACCT 8868 559288 550786 8502 8502 FIDELITY ACCT 8868 1174982 882448 292534 292534 FIDELITY ACCT 8869 351781 340483 11298 11298 FIDELITY ACCT 8869 566984 538234 28750 28750 CRYPTO CURRENCY 747877 230147 517730 517730 752797 72305 12681 0 12681 0 12681 21608 0 0 0 21608 0 8927 8927 0 0 0 0 0 0 0 0 0 0 0 0 1 IN 1 1 0 0 0 1 WWW.ACCESSVENTURES.ORG THE FOUNDATION 5022878685 PO BOX 4572 LOUISVILLE KY 40204 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 BRYCE BUTLER PO BOX 4572 LOUISVILLE KY 40204 PRESIDENT 40.00 447536 19535 18269 GRACE CHUNG PO BOX 4572 LOUISVILLE KY 40204 DIRECTOR 1.00 0 0 0 TANNER LUSTER PO BOX 4572 LOUISVILLE KY 40204 DIRECTOR 1.00 0 0 0 BRENDON MAXWELL PO BOX 4572 LOUISVILLE KY 40204 SECRETARY 1.00 0 0 0 JOSH ALLEN PO BOX 4572 LOUISVILLE KY 40204 TREASURER 1.00 0 0 0 TOBY KURTH PO BOX 4572 LOUISVILLE KY 40204 DIRECTOR 1.00 0 0 0 BRIAN MACKAY PO BOX 4572 LOUISVILLE KY 40204 CHIEF COMMUNITY OFFI 40.00 409468 24640 19469 THOMAS ABOOD PO BOX 4572 LOUISVILLE KY 40204 CHIEF INVESTMENT OFF 40.00 359803 14885 17294 CRYSTAL ESQUIVAL PO BOX 4572 LOUISVILLE KY 40204 CHIEF OF STAFF 40.00 146494 8568 17003 0 RENDER PBC 825 E MARKET ST SUITE 201 LOUISVILLE KY 40206 PROFESSIONAL OTHER 648261 BRENDAN COSGROVE 3027 W HIGHLAND PARK PL DENVER CO 80211 PROFESSIONAL OTHER 178430 MAEGAN MOORE 358 WEST END AVENUE APT 2A NEW YORK NY 10024 PROFESSIONAL OTHER 168741 RPCK RASTEGAR PANCHAL LLP 60 EAST 42ND STREET SUITE 3130 NEW YORK NY 10165 PROFESSIONAL OTHER 159603 MICHAEL BELLES 79 BATES AVENUE NE ATLANTA GA 30317 PROFESSIONAL OTHER 132044 0 COMMUNITY DEVELOPMENT: WE IDENTIFY AND SUPPORT INNOVATIVE, EARLY-STAGE SOLUTIONS THAT ADDRESS COMPLEX SOCIAL CHALLENGES AND PROMOTE EQUITABLE COMMUNITY DEVELOPMENT. THROUGH STRATEGIC PARTNERSHIPS AND TARGETED INVESTMENT, WE WORK TO UNCOVER AND SCALE INTERVENTIONS THAT SERVE HISTORICALLY MARGINALIZED POPULATIONS - WHETHER IN HOUSING, FOSTER CARE, ECONOMIC MOBILITY, OR OTHER CRITICAL AREAS OF NEED. BY CENTERING PROXIMATE LEADERSHIP, FOSTERING CROSS-SECTOR COLLABORATION, AND SHIFTING PUBLIC NARRATIVES, WE AIM TO CREATE SYSTEMS THAT ENABLE INDIVIDUALS AND COMMUNITIES NOT JUST TO SURVIVE, BUT TO FLOURISH. 1210086 CAPITAL ACCESS: WE WORK TO EXPAND EQUITABLE ACCESS TO CAPITAL BY DESIGNING AND SUPPORTING ALTERNATIVE FINANCIAL STRUCTURES THAT ADDRESS THE SYSTEMIC BARRIERS FACED BY UNDERSERVED INDIVIDUALS, ENTREPRENEURS, AND COMMUNITIES. RECOGNIZING THAT TRADITIONAL FINANCIAL SYSTEMS OFTEN EXCLUDE THOSE WITHOUT GENERATIONAL WEALTH OR INSTITUTIONAL CONNECTIONS, WE INVEST IN INITIATIVES THAT DEPLOY EARLY, FLEXIBLE CAPITAL AND PROMOTE MORE INCLUSIVE ECONOMIC PARTICIPATION. OUR APPROACH EMPHASIZES TRUST, RELATIONAL NETWORKS, AND COMMUNITY PROXIMITY - VALUES OFTEN ABSENT IN CONVENTIONAL FINANCING MODELS. BY FOSTERING REGIONALLY GROUNDED ECOSYSTEMS AND EMPOWERING LOCAL LEADERS WITH BOTH FINANCIAL AND SOCIAL CAPITAL, WE AIM TO CATALYZE ENTREPRENEURSHIP, REDUCE RELIANCE ON PREDATORY LENDING, AND BUILD PATHWAYS TO LONG-TERM FINANCIAL STABILITY AND COMMUNITY RESILIENCE. 1357069 STORYTELLING & CULTURE CHANGE: WE BELIEVE IN THE TRANSFORMATIVE POWER OF STORYTELLING TO SHIFT NARRATIVES, INSPIRE EMPATHY, AND DRIVE MEANINGFUL SOCIAL CHANGE. THROUGH PLATFORMS THAT HIGHLIGHT THE LIVED EXPERIENCES OF INDIVIDUALS OFTEN OVERLOOKED BY TRADITIONAL SYSTEMS, WE ELEVATE VOICES THAT CHALLENGE PREVAILING ASSUMPTIONS AND ILLUMINATE PATHS TOWARD A MORE INCLUSIVE AND HUMAN-CENTERED ECONOMY. OUR WORK SUPPORTS CREATORS AND CULTURE-SHAPERS WHO ARE ADVANCING A VISION OF ENTERPRISE ROOTED IN PURPOSE BEYOND PROFIT - ENCOURAGING AUTHENTICITY, CREATIVITY, AND LONG-TERM COMMUNITY FLOURISHING. 10000 LEADERSHIP DEVELOPMENT: WE BELIEVE THAT TRANSFORMATIVE CHANGE BEGINS WITH PROXIMATE, VALUES-DRIVEN LEADERSHIP. WE INVEST IN THE DEVELOPMENT OF EMERGING AND ESTABLISHED LEADERS WHO ARE COMMITTED TO ADVANCING INCLUSIVE, RESILIENT COMMUNITIES. OUR WORK INCLUDES THE CREATION OF EDUCATIONAL PROGRAMS, LEADERSHIP FELLOWSHIPS, AND INTERNATIONAL LEARNING OPPORTUNITIES THAT CULTIVATE THE CHARACTER, CONFIDENCE, AND COMPETENCIES REQUIRED FOR SYSTEMS-LEVEL IMPACT. WE ALSO SUPPORT THE DEVELOPMENT OF NEW CURRICULUM, APPLIED RESEARCH, AND SCHOLARSHIP THAT DEEPEN UNDERSTANDING OF PURPOSE-DRIVEN LEADERSHIP AND PROMOTE BUSINESS AS A FORCE FOR THE COMMON GOOD. THROUGH THESE EFFORTS, WE ARE BUILDING A DIVERSE NETWORK OF CHANGEMAKERS EQUIPPED TO LEAD WITH INTEGRITY ACROSS SECTORS AND GEOGRAPHIES. 734300 PROGRAM RELATED INVESTMENTS IN HIGH-RISK BUSINESSES LOCATED IN URBAN AREAS OR THAT SERVE PERSONS WHO HAVE SIGNIFICANT BARRIERS TO EMPLOYMENT AND EQUITABLE FINANCIAL SERVICES. 248365 248365 17091582 1595785 3335957 22023324 0 0 22023324 330350 21692974 1084649 X 5789522 248365 6037887 2015-01-01 X 1084649 616983 0 0 1701632 921952 524436 0 0 1446387 6037887 4466042 4248443 2345354 17097726 0 0 0 0 0 6037887 4466042 4248443 2345354 17097726 37762357 36191988 38680064 43832366 156466775 37762357 36191988 38680064 43832366 156466775 0 0 0 0 0 X ACCESS JUSTICE 521 NORTH 26TH STREET LOUISVILLE KY 40212 NC GENERAL FUNDS 60000 ACE PROJECT INC 410 6 GREENWOOD AVE LOUISVILLE KY 40211 NC GENERAL FUNDS 115500 ASSEMBLIES OF GOD MISSION 1445 N BOONVILLE AVE SPRINGFIELD MO 65802 NC GENERAL FUNDS 4500 BEACH CITIES YOUNG LIFE 2869 HISTORIC DECATUR ROAD SAN DIEGO CA 92106 NC GENERAL FUNDS 7000 CAPTIVATE CHURCH 3010 N EVERGREEN ST SAN DIEGO CA 92110 NC GENERAL FUNDS 4900 CHRISTIAN PSYCHOLOGY INSTITUTE 6806 DARTMOOR DR LOUISVILLE KY 40222 NC GENERAL FUNDS 20000 COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 NC GENERAL FUNDS 602 ESTHER INTERNATIONAL INC 66 S LOGAN STREET STE 208 DENVER CO 80209 NC GENERAL FUNDS 60024 GALILEE BAPTIST CHURCH 3918 WEST BROADWAY LOUISVILLE KY 40211 NC GENERAL FUNDS 623901 GALILEE COMMUNITY DEVELOPMENT CORP 3918 WEST BROADWAY LOUISVILLE KY 40211 NC GENERAL FUNDS 29000 HENRY STREET SETTLEMENT 265 HENRY ST NEW YORK NY 10002 NC GENERAL FUNDS 175000 HOSEA'S HOUSE INC 158 SHORES DRIVE FALL OF ROUGH KY 40119 NC GENERAL FUNDS 18500 LDP PARTNERS LLC THE BFM FUND 7915 JONES BRANCH AVE APT 353 MCLEAN VA 22102 NC GENERAL FUNDS 5000 M1 INSTITUTE LEADERSHIP EXPERIENCE 106 WEST OSBORN RD PHOENIX AZ 85013 NC GENERAL FUNDS 163213 NATIONAL CHRISTIAN FOUNDATION - LOCKWOOD HOLMES 1150 SANCTUARY PKWY SUITE 350 ALPHARETTA GA 30009 NC GENERAL FUNDS 49478 POINT LOMA HIGH SCHOOL POINTER ASSOCIATION 1220 ROSECRANS ST 247 SAN DIEGO CA 92106 NC GENERAL FUNDS 3000 REFUGEE INVESTMENT NETWORK INC 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 NC GENERAL FUNDS 10000 RESCUE INTERNATIONAL 34270 PACIFIC COAST HIGHWAY SUITE C DANA POINT CA 92629 NC GENERAL FUNDS 2919 SOWING SEEDS WITH FAITH PO BOX 16753 LOUISVILLE KY 40256 NC GENERAL FUNDS 1900 THE MONARCH MUSIC & ARTS COMMUNITY 1318 BARDSTOWN RD LOUISVILLE KY 40204 NC GENERAL FUNDS 10000 TROY CENTER 2025 E DAKOTA AVE FRESNO CA 93726 NC GENERAL FUNDS 12919 YULBANG USA 112 STEEPLE DR APT B BUFFALO GROVE IL 60089 NC GENERAL FUNDS 829298 PUSEY HOUSE CIO ST GILES OXFORD UK OX1 3LZ NC GENERAL FUNDS 45544 2252198 0 COMMUNITY DEVELOPMENT 206442 CAPITAL ACCESS 40298 14 532608 18 752797 UNREALIZED GAIN/LOSS ON INVESTMENTS 18 5243322 0 6528727 246740 6775467 1A INCOME FROM DIRECT CHARITABLE ACTIVITY - COMMUNITY DEVELOPMENT. 1A SEE PART VIII-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES. 1B INCOME FROM DIRECT CHARITABLE ACTIVITY - CAPITAL ACCESS. 1B SEE PART VIII-A - SUMMARY OF DIRECT CHARITABLE ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 X X 1 SPRING POINT PARTNERS LLC 2929 WALNUT STREET SUITE 1150 PHILADELPHIA PA 19104 150000 X 2 NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC 1111 SUPERIOR EAST SUITE 1114 CLEVELAND OH 44114 76610 X 3 GARY PHILANTHROPY 1705 17TH STREET SUITE 200 DENVER CO 80202 35000 X 4 JUMPSTART INC 6701 CARNEGIE AVENUE SUITE 100 CLEVELAND OH 44103 20000 X 5 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 452770053 16692 X 6 JOSHUA AND NICHOLE ALLEN 3621 HYACINTH DR SAN DIEGO CA 92106 175000 X 7 JPMORGAN CHASE BANK NA 875 15TH ST NW WASHINGTON DC 20005 500000 X 8 ECONOMIC DEVELOPMENT ADMINISTRATION (EDA) 1401 CONSTITUTION AVE NW SUITE 7101 WASHINGTON DC 20230 179240 X 9 LOCKWOOD HOLMES 29500 HEATHERCLIFF RD SPACE 112 MALIBU CA 90265 49905 X CORPORATE BONDS 2749122 2749122 CORPORATE STOCKS 15083295 15083295 INVESTMENTS IN PARTNERSHIPS/LLC'S FMV 14936947 14936947 PROGRAM RELATED INVESTMENTS 431945 427288 427288 DIGITAL ASSETS 476085 1369246 1369246 BATCH LENDING 101454 112182 112182 ADVERTISING 27338 0 5283 24555 DUES & MEMBERSHIPS 1884 4100 364 1638 EVENTS 27084 0 5234 23292 INSURANCE 11386 0 2200 9186 INVESTMENT FEES 373087 237324 0 0 MEALS & ENTERTAINMENT 301 0 58 243 MISCELLANEOUS EXPENSES 20521 0 3966 15256 OFFICE RENT & EQUIPMENT 11977 0 2315 6230 OFFICE SUPPLIES 6190 600 1196 4833 PROFESSIONAL FEES 2164995 22739 418391 1730686 SOFTWARE EXPENSE 33278 153 6431 29617 TELEPHONE & FAX 9075 0 1754 7190 TRAINING 18780 0 3629 15431 COMMUNITY DEVELOPMENT 206442 206442 CAPITAL ACCESS 40298 40298 UNREALIZED GAIN/LOSS ON INVESTMENTS 5243322 5243322 PAYROLL TAXES 80569 0 15570 64999 INVESTMENT TAX 58220 0 11252 36738