2014-05-13T15:45:16-05:00 2013-06-30 341883473 CBIZ MHM LLC 1065 AVENUE OF THE AMERICAS NEW YORK NY 10018 990 2012-07-01 311705917 UBUNTU EDUCATION FUND INC UBUN 6468271190 32 BROADWAY NEW YORK NY 10004 JACOB LIFF 6468271190 2014-05-12 1 SCOTT GOLDBERG P01486877 2127905700 2012 2015-11-30 17:44:51Z JACOB LIEF 32 BROADWAY NEW YORK NY 10004 2582952 0 X HTTP://WWW.UBUNTUFUND.ORG X 1998 NY MISSIONUBUNTU PROVIDES WORLD-CLASS HEALTH AND EDUCATIONAL SUPPORT TO THE ORPHANED AND VULNERABLE CHILDREN OF PORT ELIZABETH, SOUTH AFRICA, ENSURING THEY CAN ACCESS HIGHER EDUCATION AND EMPLOYMENT. UBUNTU'S MISSION IS SIMPLE, ALL-ENCOMPASSING, AND RADICAL: TO HELP RAISE TOWNSHIP CHILDREN BY PROVIDING WHAT ALL CHILDREN DESERVE-EVERYTHING. 20 20 13 9 0 0 3285846 2279716 0 0 -2406 854 -360062 2185 2923378 2282755 1519306 997838 0 0 685205 751363 0 0 813058 863631 508630 3068142 2257831 -144764 24924 832863 883818 60706 86737 772157 797081 X NONE 0 0 426654 349243 SEE SCHEDULE OUBUNTU TRANSFORMS THE LIVES OF 2,000 CHILDREN AND THEIR FAMILIESHEALTH 1.DEVELOP THE PROVINCE'S LEADING HIV HEALTH CLINIC FOR VULNERABLE CHILDREN AND THEIR CAREGIVERS. 2.INCREASE ACCESS TO LIFE-SAVING MEDICINE FOR HIV-POSITIVE CHILDREN AND THEIR CAREGIVERS. 3.ENSURE HIV-POSITIVE PREGNANT WOMEN HAVE ACCESS TO DRUGS THAT PREVENT TRANSMISSION OF THE VIRUS TO THEIR CHILDREN. 4.PROVIDE ACCESS TO HIV TESTING FOR CHILDREN AND THEIR FAMILIES. 5.ENSURE EACH CHILD IN OUR PROGRAM IS REGULARLY SEEN BY A DOCTOR. 487604 399135 SEE SCHEDULE OEDUCATION: PRESCHOOL-GRADE 12 1.PROVIDE INTENSIVE, HIGH-QUALITY EDUCATION FROM EARLY CHILDHOOD THROUGH GRADE 12 TO ENSURE ACCESS TO UNIVERSITY AND EMPLOYMENT: 2.IMPROVE SCHOOL ATTENDANCE. 3.IMPROVE ACADEMIC PERFORMANCE. 4.PROVIDE AFTER-SCHOOL AND WEEKEND PROGRAMMING AS WELL AS HOLIDAY CAMPS TO ENSURE OUR CHILDREN ARE BOTH SAFE AND LEARNING DURING NON-SCHOOL HOURS. 5.IMPROVE STUDENTS LEVEL OF LIFE SKILLS AND SELF-CONFIDENCE. 6.INCREASE THE NUMBER OF VULNERABLE CHILDREN GRADUATING FROM HIGH-SCHOOL AND UNIVERSITY. 7.ENSURE OUR STUDENTS SECURE EMPLOYMENT UPON GRADUATING.EDUCATION: UNIVERSITY & TRAINING PROGRAMS 1.STRENGTHEN OUR UNIVERSITY SCHOLARSHIP PROGRAM: 2.ENSURE OUR HIGH-SCHOOL PROGRAM PREPARES STUDENTS TO MAKE INFORMED DECISIONS ABOUT THEIR FUTURES. 3.PROVIDE MORE THAN 100 SCHOLARSHIPS PER YEAR. 4.PROVIDE FINANCIAL, EMOTIONAL, SOCIAL, AND MEDICAL SUPPORT FOR OUR CHILDREN THROUGHOUT UNIVERSITY. 5.ENSURE STUDENTS ARE PAIRED WITH PEER MENTORS FROM THEIR COMMUNITIES TO ASSIST WITH DIFFICULT LIFE CHOICES. 304753 249460 SEE SCHEDULE OHOUSEHOLD STABILITY 1.STRENGTHEN OUR HOUSEHOLD STABILITY INITIATIVE PROVIDING COMPREHENSIVE SOCIAL, MEDICAL AND NUTRITIONAL INTERVENTIONS IN ALL OUR CHILDREN'S HOMES. 2.ENSURE THE HOMES OF OUR CHILDREN ARE HEALTHY, CLEAN, SAFE AND TB-FREE. 3.IMPROVE FOOD SECURITY FOR VULNERABLE HOUSEHOLDS. 4.DECREASE LEVELS OF TRANSACTIONAL SEX FOR GIRLS IN VULNERABLE HOUSEHOLDS. 5.ENSURE ALL CHILD-HEADED HOUSEHOLDS ARE SECURE AND HAVE ADEQUATE RESOURCES TO SUPPORT THE FAMILY.SUSTAINABILITY 1.INVEST IN UBUNTU'S INSTITUTIONAL CAPACITY TO ENSURE WE DEVELOP INTO A TRULY SUSTAINABLE ORGANIZATION. 2.CREATE A FOUNDATION OF SYSTEMS, POLICIES AND PROTOCOLS TO FURTHER STRENGTHEN THE HR DEPARTMENT AND INCULCATE OUR UNIQUE MANAGEMENT CULTURE. 3.EMPOWER OUR TEAM AND ENSURE SUCCESSION PLANNING BY FURTHER DEVELOPING AND TRAINING OUR STAFF. 4.RE-BRAND UBUNTU AND LAUNCH A DIGITAL PLATFORM TO FURTHER MOBILIZE A COMMUNITY OF GLOBAL SUPPORTERS. 5.COMPLETE PHYSICAL UPGRADES AND RENOVATIONS OF THE UBUNTU. 6.CENTER TO TRANSFORM THE COMPLEX INTO A WORLD-CLASS HEALTH AND EDUCATION CAMPUSRECENT ACHIEVEMENTS AND RECOGNITIONINTERNAL ACHIEVEMENTS 1.2,000 CHILDREN ENROLLED IN UBUNTU'S CRADLE TO CAREER PROGRAM. 2.132 STUDENTS ENROLLED IN UNIVERSITY ON FULL SCHOLARSHIPS. 3.$6.5 MILLION CAPITAL CAMPAIGN COMPLETED. 4.25,000 FT. UBUNTU CENTER OPENED IN ZWIDE TOWNSHIP. 5."BUILD" PROGRAM LAUNCHED, TO CREATE A TRANSFORMATIVE HR DEPARTMENT FOCUSED ON DEVELOPING NEW LEADERS IN THE ORGANIZATION. 6.MCKINSEY & COMPANY ENGAGED TO ASSESS UBUNTU'S IMPACT AND CREATE A MODEL FOR QUANTIFYING SUCCESSEXTERNAL RECOGNITION 1.UBUNTU HIGHLIGHTED AT THE 2006, 2009, 2010, 2011 AND 2012 CLINTON GLOBAL INITIATIVE ANNUAL MEETINGS. 2.JACOB LIEF,UBUNTU PRESIDENT AND FOUNDER,RECOGNIZED AS A 2010 YOUNG GLOBAL LEADER BY THE WORLD ECONOMIC FORUM. 3.JACOB LIEF SELECTED AN ASPEN GLOBAL FELLOW THROUGH THE ASPEN INSTITUTE. 4.BANKS GWAXULA, UBUNTU FOUNDER AND SENIOR ADVISOR, NAMED 2010 HERALD GENERAL MOTORS CITIZEN OF THE YEAR, PORT ELIZABETH'S HIGHEST CIVIC AWARD. 1219011 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 10 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA DC MA VA PA IL NJ MD ME CT NY X X JACOB LIEF CO UBUNTU EDUCATION FUND 6468271190 32 BROADWAY NEW YORK NY 10004 ANDREW ROLFE 2.00 X 0 0 0 BILL VOGE 1.00 X 0 0 0 CIKO THOMAS 1.00 X 0 0 0 DANIEL OSORIO 1.00 X 0 0 0 DAVID LAMOND 1.00 X 0 0 0 DRFRANK LIPMAN 1.00 X 0 0 0 KATHERINE SCOTT 1.00 X 0 0 0 KEVIN LAW 1.00 X 0 0 0 KIM HOWARD 1.00 X 0 0 0 BANKS GWAXULA 1.00 X 0 0 0 NOMKHITA NQWENI 1.00 X 0 0 0 PAULO EAPEN 1.00 X 0 0 0 PETER MICHAU 1.00 X 0 0 0 PHILIP VASSILIOU 1.00 X 0 0 0 RUSY MCCLOY 1.50 X 0 0 0 SCOTT SHLEIFER 1.00 X 0 0 0 STEPHEN SCHAFFER 1.00 X 0 0 0 WINSTON GINSBERG 1.00 X 0 0 0 ZIYANDA NTSHONA 2.00 X 0 0 0 JACOB LIEF 60.00 X X 155659 0 0 155659 0 0 1 0 1 0 0 570397 199562 1509757 237271 2279716 854 854 300197 570397 300197 0 OTHER 900099 2185 2185 2185 2282755 0 0 3039 997838 997838 155659 38045 44994 72620 489501 119637 141494 228370 106203 30144 12004 64055 70406 70406 77242 2256 74986 110605 110605 10023 31 677 9315 74618 16884 57734 50904 50904 51740 12443 25815 13482 2786 1580 1206 9781 9781 4443 4443 PAYROLL SERVICE FEE/BAN 20554 62 286 20206 BAD DEBTS 9608 9608 COMMUNICATION 7961 91 492 7378 UTILITIES 6000 6000 1959 1959 2257831 1219011 225762 813058 375465 344532 383354 449596 49728 50098 98602 73510 9816 25092 14500 14500 832863 883818 56944 83834 3762 2903 60706 86737 X 475651 590194 296506 206887 772157 797081 832863 883818 24924 0 X X 0 1 X 1 0 X 2813868 1682287 3205406 3218770 2579913 13500244 2813868 1682287 3205406 3218770 2579913 13500244 2645165 10855079 838 594 429 95 854 2810 2185 2185 13505239 861605 0.80380 0.77060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87119 62027 25092 11483 11483 0 25092 DEFERRED RENT 2903 2903 2629847 347092 347092 2282755 0 2282755 2604923 347092 347092 2257831 0 2257831 1 SUB-SAHARAN AFRICA 1 65 PROGRAM SERVICES INCLUDING:EDUCATION, HEALTH AND HOUSEHOLD STABILITY MEDICAL TESTING & TREATMENT EDUCATION, FOOD TRAINING 1115761 EUROPE (INCLUDING ICELAND & GREENLAND) 1 5 PROGRAM SERVICES INCLUDING:EDUCATION, HEALTH AND HOUSEHOLD STABILITY FUNDRAISING 103250 2 70 0 0 2 70 1219011 0 1219011 SUB-SAHARAN AFRICA EDUCATION/TRAINING/HEALTHCARE/COUNCELING ETC FOR CHILDREN OF SOUTH AFRICA INFECTED OR AFFECTED BY HIV/AIDS, EMPOWERING THEM TO TAKE ADVANTAGE OF EDUCATION AND TRAINING OPPORTUNITIES. 997838 DIRECT AND INDIRECT BENEFITS PAYMENTS FOR PROGRAM SERVICES 1 0 0 0 0 0 0 GALA 870594 570397 300197 105863 2775 191559 870594 570397 300197 105863 2775 191559 300197 0 X X X X X 0 0 0 0 0 0 0 0 0 JACOB LIEF 155659 0 0 0 0 0 0 0 0 0 155659 0 0 0 UBUNTU EDUCATION FUND SOUTH AFRICA AN AFFILIATE OF UBUNTU EDUCATION FUND US UNDER COMMON CONTROL 997838 A SIGNIFICANT AMOUNT OF GRANTS FROM UBUNTU EDUCATION FUND US ARE DISBURSED THROUGH UBUNTU EDUCATION FUND IN SOUTH AFRICA FOR FUNDING OF THE CAPITAL CAMPAIGN AND HEALTH AND EDUCATION INITIATIVES IN SOUTH AFRICA. 0 FRIENDS OF UBUNTU EDUCATION FUND UNITED KINGDOM AN AFFILIATE OF UBUNTU EDUCATION FUND US UNDER COMMON CONTROL 196562 FUND RAISING EVENTS ARE ARRANGED WITH FRIENDS OF UBUNTU EDUCATION FUND UK. DONATIONS RECEIVED BY UBUNTU EDUCATION FUND INC. IN THE US THAT HAD BEEN MADE IN THE UK, WHICH ULTIMATELY BENEFIT THE CHILDREN IN SOUTH AFRICA. 0 FRIENDS OF UBUNTU EDUCATION FUND - UNITED KINGDOM AN AFFILIATE OF UBUNTU EDUCATION FUND US UNDER COMMON CONTROL 103250 EXPENSES REIMBURSED BY UBUNTU EDUCATION FUND FUND, INC TO FRIENDS OF UBUNTU EDUCATION FUND - UNITED KINGDOM 0 X 5 237271 FMV X 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 DRAFT RETURN IS DELIVERED TO JACOB LIEF FOR DISTRIBUTION AND REVIEW BY ALL MEMBERS OF THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REVIEWED PERIODICALLY BY BOARD MEMBERS, ALL PARTIES ARE EDUCATED ON SUCH POLICY FOR DISCLOSURE IS MANDATORY. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT AND CEO OF THE ORGANIZATION IN CONSULTATION WITH THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND ON WEBSITE FORM 990 PART XII, LINE 2C DRAFT FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTS. UBUNTU EDUCATION FUND SOUTH AFRICA PO BOX 14526 SIDWELL6001 PORT ELIZABETH SF EDUCATION & HEALTHCARE TO CHILDREN INFECTED & AFFECTED BY HIV/AIDS SF 0 FRIENDS OF UBUNTU EDUCATION FUND UK 7 CAVENDISH SQUARE LONDON UK WIG OPE EDUCATION & HEALTHCARE TO CHILDREN INFECTED & AFFECTED BY HIV/AIDS UK 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 UBUNTU EDUCATION FUND SOUTH AFRICA B 997838 CASH FRIENDS OF UBUNTU UK C 199562 CASH FRIENDS OF UBUNTU UK P 103250 CASH