2024-04-01T19:26:52-05:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-07-01 824938743 CITY FUND CITY 2029225879 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 970087105 MARLON MARSHALL CEO 2029225879 2024-03-11 1 MARLON MARSHALL 999009999 0 FRANK H SMITH P00639053 2022274000 2024-03-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN ARNOLD 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 970087105 55405330 0 X N/A X 2018 DC TO SUPPORT CITY-BASED NON-PROFIT ORGANIZATIONS IN THEIR EFFORTS TO IMPROVE PUBLIC EDUCATION OUTCOMES FOR LOCAL CHILDREN. 5 4 0 5 0 0 115770833 53333333 0 0 52438 2071997 0 0 115823271 55405330 77516838 41499000 0 0 6069971 6747598 0 0 209533 3313242 7202195 86900051 55448793 28923220 -43463 118722969 108692498 28458901 17741215 90264068 90951283 X TO SUPPORT CITY-BASED NON-PROFIT ORGANIZATIONS IN THEIR EFFORTS TO IMPROVE PUBLIC EDUCATION OUTCOMES FOR LOCAL CHILDREN, AND TO MAKE INVESTMENTS TO INCREASE THE NUMBER OF HIGH-PERFORMING PUBLIC SCHOOLS IN CITIES. 0 0 51687361 41499000 TODAY, OUR EDUCATIONAL SYSTEM WORKS WELL FOR FAR TOO FEW CHILDREN IN THE UNITED STATES, ESPECIALLY MINORITY AND LOW-INCOME CHILDREN. THIS FAILURE NOT ONLY DEPRIVES MILLIONS OF CHILDREN OF A LEGITIMATE PATHWAY TO PURSUE GAINFUL EMPLOYMENT AND A PURPOSE-FILLED LIFE, BUT IT IS ALSO A THREAT TO THE WELLBEING OF OUR NATION.TO ADDRESS THESE SYSTEMIC CHALLENGES, CITY FUND INVESTS IN AND SUPPORTS CITY-BASED NONPROFIT ORGANIZATIONS DEDICATED TO INCREASING THE NUMBER OF HIGH-QUALITY PUBLIC SCHOOLS IN THEIR CITIES AND OTHERWISE IMPROVING OUTCOMES FOR LOW-INCOME AND DISADVANTAGED CHILDREN. CITY FUND SUPPORTS NONPROFITS THAT SHARE ITS MISSION IN THREE CORE WAYS: ADVISING; FUNDING; AND CONVENING.ADVISING: CITY FUND PROVIDES ADVISING AND COACHING SUPPORT TO THE LEADERS OF CITY-BASED NONPROFIT ORGANIZATIONS AIMING TO IMPROVE PUBLIC SCHOOL OUTCOMES. CITY FUND FOCUSES ITS ADVISING EFFORTS ON CITY-BASED NON-PROFIT ORGANIZATIONS THAT ARE PLAYING A KEY LEADERSHIP ROLE INVESTING IN THE CREATION OF NEW, HIGH-QUALITY PUBLIC SCHOOLS, FUNDING AND DEVELOPING EDUCATOR TALENT PIPELINES, ENGAGING THEIR COMMUNITY, AND SUPPORTING EDUCATION POLICY IMPROVEMENTS.FUNDING: CITY FUND PROVIDES FUNDING TO CITY-BASED NONPROFIT ORGANIZATIONS FOCUSED ON IMPROVING PUBLIC SCHOOLS. THROUGH THIS GRANTMAKING, CITY FUND MAKES STRATEGIC INVESTMENTS IN THE MOST EFFECTIVE, HIGH-IMPACT, OR PROMISING ORGANIZATIONS WORKING ON THE DEVELOPMENT AND GROWTH OF HIGH-QUALITY PUBLIC SCHOOLS AND AFFILIATED EDUCATIONAL PROGRAMMING FOR DISADVANTAGED CHILDREN.CONVENING: CITY FUND ALSO CONVENES CITY-BASED EDUCATION NONPROFIT LEADERS AND OTHER KEY STAKEHOLDERS IN COMMUNITIES OF PRACTICE TO FACILITATE PEER-TO-PEER LEARNING. THESE EVENTS BRING NONPROFIT LEADERS, FUNDERS, AND OTHER STAKEHOLDERS TOGETHER TO LEARN ABOUT DIFFERENT APPROACHES TO IMPROVING PUBLIC EDUCATION. THE CONVENINGS CONSIST OF CONFERENCES, WORKING GROUP MEETINGS, AND OTHER IN-PERSON MEETINGS ACROSS THE COUNTRY. THE PURPOSE OF ALL CONVENINGS IS TO UNITE THOSE WORKING TO IMPROVE OUTCOMES FOR LOW-INCOME AND OTHER DISADVANTAGED CHILDREN IN ORDER TO SHARE BEST PRACTICES AND NEW INSIGHTS. 51687361 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 85 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CO ME SC WA X NATASHA WILLIAMS 2029225879 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 970087105 NEERAV KINGSLAND MANAGING PARTNER - UNTIL 12/2022 33.00 7.00 X X 464183 90617 46077 JOHN ARNOLD CHAIR 1.00 1.00 X X 0 0 0 REED HASTINGS TREASURER 1.00 1.00 X X 0 0 0 ELISA VILLANEUVA BEARD DIRECTOR 1.00 1.00 X 0 0 0 ROMY DRUCKER DIRECTOR 1.00 1.00 X 0 0 0 KEVIN SHAFER PRESIDENT - AS OF 9/2022 37.00 3.00 X 393804 35996 33635 NATASHA WILLIAMS CFO 32.00 8.00 X 341870 87930 63733 MARLON MARSHALL CEO - AS OF 9/2022 8.00 32.00 X 93798 368452 31424 JESS PENA PARTNER 39.00 1.00 X 419413 10387 67552 CHRISTOPHER BARBIC PARTNER 38.00 2.00 X 409205 20595 48804 KAMEELAH SHAHEED-DIALLO PARTNER 37.00 3.00 X 396849 32951 63453 ETHAN GRAY PARTNER 36.00 4.00 X 383059 46741 71925 PATRICK DOBARD PARTNER 37.00 3.00 X 295791 22549 38093 3197972 716218 464696 22 0 1 0 KITAMBA MGT LLC 4320 WEST KENNEDY BOULEVARD TAMPA FL 33609 CONSULTING 855765 PUBLIC OPINION STRATEGIES 214 N FAYETTE STREET ALEXANDRIA VA 22314 CONSULTING 587500 EDUCATION ANALYTICS INC 110 E MAIN ST MADISON WI 53703 CONSULTING 396663 MERCURY PUBLIC AFFAIRS LLC 1285 AVENUE OF THE AMERICAS NEW YORK NY 10019 CONSULTING 350000 FAEGRE DRINKER BIDDLE & REATH LLP PO BOX 1450 MINNEAPOLIS MN 554856139 LEGAL 300974 17 53333333 53333333 2071997 2071997 55405330 0 0 2071997 41499000 41499000 1246191 996952 124620 124619 4403665 3553237 805936 44492 171862 133267 34917 3678 650815 337315 289087 24413 275065 208403 54977 11685 417327 79167 338160 116185 16412 99773 4715208 3802094 913114 647 294 353 734646 105710 628290 646 327631 300674 26957 781594 605782 175812 48796 48796 MISCELLANEOUS 55331 48141 7190 LICENSES/REGISTRATIONS 4817 900 3917 MEMBERSHIPS AND DUES 13 13 55448793 51687361 3551899 209533 1515702 82828 101671001 71011831 14500000 12500000 19459036 16527 64204 1019739 5574599 118722969 108692498 222886 886961 25215889 7127500 3020126 9726754 28458901 17741215 X 81131941 90951283 9132127 0 90264068 90951283 118722969 108692498 -43463 730678 0 X 0 1 X 1 0 X 78978333 66658080 116580520 115770833 53333333 431321099 78978333 66658080 116580520 115770833 53333333 431321099 274774467 156546632 108566 3821 52438 2071997 2236822 433557921 4000 0.36110 X SCHEDULE A, PART II, COLUMN (E): AS CITY FUND WAS INCORPORATED ON MARCH 20, 2018, A SHORT PERIOD RETURN WAS FILED FOR THE PERIOD ENDED JUNE 30, 2018. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 DUE FROM AFFILIATE 5574599 5574599 DUE TO AFFILIATE 9726754 9726754 X PART IV, LINE 2B: CITY FUND ENTERED INTO AN AGREEMENT WITH LAURA AND JOHN ARNOLD FOUNDATION TO ACT AS A TRUSTEE FOR FUNDS RELATED TO A GROUP PROJECT. AS PART OF THE ARRANGEMENT, CITY FUND MUST PAY THE FUNDS TO THE APPROVED GRANTEES AS OUTLINED IN THE AGREEMENT BETWEEN THE TWO ORGANIZATIONS. PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 THE MIND TRUST INC 1630 N MERIDIAN ST STE 450 INDIANAPOLIS IN 46202 204560286 501(C)(3) 11339000 0 TO SUPPORT GRANTEE'S COMMUNICATIONS CAPACITY, STAKEHOLDER ENGAGEMENT, AND STORYTELLING IN INDIANAPOLIS CITY EDUCATION PARTNERS 155 CONCORD PLAZA DR STE 301 SAN ANTONIO TX 78215 474539590 501(C)(3) 6545000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP ROOTED 1390 LAWRENCE ST STE 200 DENVER CO 80204 823215105 501(C)(3) 5150000 0 TO SUPPORT THE SUCCESSFUL MERGER OF CHARTER MANAGEMENT ORGANIZATIONS IN DENVER CAMDEN EDUCATION FUND INC 2112 LOMBARD ST PHILADELPHIA PA 19146 843991160 501(C)(3) 4706329 0 TO SUPPORT THE CREATION OF HIGH QUALITY SEATS, THE EXPANSION OF TEACHER TALENT, AND COMMUNITY ENGAGEMENT TO HELP FAMILIES CHOOSE THE BEST SCHOOLS FOR THEIR STUDENTS IN CAMDEN THE OPPORTUNITY TRUST 4220 DUNCAN AVE 201 ST LOUIS MO 63110 821838644 501(C)(3) 4050000 0 TO PROVIDE GENERAL SUPPORT FOR GRANTEE TO EXECUTE ON ITS ANNUAL GOALS NEW SCHOOLS FOR BATON ROUGE THE SHAW CENTER FOR THE ARTS 100 LAFAYETTE STREET FLOOR 2 BATON ROUGE LA 70801 453843085 501(C)(3) 3950000 0 TO INCREASE THE NUMBER OF HIGH-QUALITY EDUCATIONAL OPTIONS IN FT. WORTH REDEFINED ATLANTA 830 GLENWOOD AVE SE SUITE 510-224SUITE 19 ATLANTA GA 30316 812554172 501(C)(3) 2742500 0 TO SUPPORT THE GROWTH OF ATLANTA-AREA CHARTER SCHOOLS EDUCATION FORWARD DC THE MARK 641 S STREET NW SUITE 300 WASHINGTON DC DC 20001 811823628 501(C)(3) 2432500 0 TO SUPPORT HIGH-QUALITY AND NON-PROFIT SEAT GROWTH, STRENGTHEN ADVOCACY, PUBLIC ENGAGEMENT, TALENT, ANTI-RACIST POLICIES AND PRACTICES, AND OTHER CONDITIONS IN OUR NATIONS CAPITAL THAT ALLOW GREAT SCHOOLS TO THRIVE FT WORTH EDUCATION PARTNERSHIP 1504 COLLEGE AVE FORT WORTH TX 71604 850658869 501(C)(3) 2337500 0 TO BUILD CAPACITY AND SUPPORT HEALTH AND WELLNESS OF ORGANIZATIONAL LEADERSHIP NEW JERSEY CHILDREN'S FOUNDATION 142 LAFAYETTE STREET NEWARK NJ 07105 831290193 501(C)(3) 1875000 0 TO SUPPORT OF PROJECT READY'S ORGANIZING AND ADVOCACY WORK TO IMPROVE EDUCATIONAL OUTCOMES IN NEWARK BATON ROUGE ALLIANCE FOR STUDENTS 342 LAFAYETTE STSTE B BATON ROUGE LA 70801 862881356 501(C)(3) 1290000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP LEVEL FIELD FACILITIES FUND INC PO BOX 76920 WASHINGTON DC 20013 843130788 501(C)(3) 1000000 0 TO LAUNCH A FUND THAT EXPANDS ACCESS TO SCHOOL FACILITY FINANCING IN ST. LOUIS DENVER FAMILIES FOR PUBLIC SCHOOLS 3000 LAWRENCE STREET DENVER CO 80210 883871010 N/A 1000000 0 TO PROVIDE GENERAL SUPPORT FOR CHARTIABLE PROGRAMS AND OPERATIONS CAMDEN EDUCATION FUND INC 2112 LOMBARD ST PHILADELPHIA PA 19416 843991160 501(C)(3) 540000 0 TO SUPPORT GRANTEE'S EFFORTS TO CONTINUOUSLY IMPROVE COMMUNICATION AND OUTREACH EFFORTS TO CONSTITUENTS SURROUNDING KEY EDUCATION POLICY ISSUES ELEVATE 215 123 S BRAOD STREETSTE 1170 PHILADELPHIA PA 19109 273097212 501(C)(3) 500000 0 TO SUPPORT THE EXPANSION OF HIGH-QUALITY EDUCATIONAL OPTIONS FOR STUDENTS IN PHILADELPHIA EXCELLENT SCHOOLS NEW MEXICO PO BOX 27501 ALBUQUERQUE NM 87125 811988916 501(C)(3) 500000 0 TO INCREASE THE NUMBER OF HIGH-QUALITY EDUCATIONAL OPTIONS IN ALBUQUERQUE NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC DC 20036 205806345 501(C)(3) 447000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP GREAT PUBLIC SCHOOLS FOR INDY DBA RISE INDY 3939 N PENNSYLVANIA ST INDIANAPOLIS IN 46205 834592277 501C4 400000 0 TO DEVELOP AND IMPLEMENT A COMPREHENSIVE COMMUNICATIONS STRATEGY TOWARDS IMPROVING EDUCATIONAL OUTCOMES IN INDIANAPOLIS NEW SCHOOLS FOR ALABAMA TWO 20TH ST N SUITE 1315 BIRMINGHAM AL 35203 463827127 501(C)(3) 400000 0 TO PROVIDE GENERAL SUPPORT RI NURSES INSTITUTE MIDDLE COLLEGE 150 WASHINGTON STREET PROVIDENCE RI 02903 451555822 501(C)(3) 350000 0 TO SUPPORT THE RENOVATION OF A SCHOOL FACILITY THE BOARD OF TRUSTEES OF THE LELAND STANDFORD UNIVERSITY 326 GALVEZ ST STANFORD CA 943056105 941156365 501(C)(3) 345560 0 TO SUPPORT THE CENTER FOR RESEARCH ON EDUCATION OUTCOMES (CREDO) TO PRODUCE CITY, SECTOR, AND SCHOOL-LEVEL ANALYSES OF STUDENT ACADEMIC GROWTH IN SIX CITIES: AUSTIN, ATLANTA, FT. WORTH, HOUSTON, NASHVILLE, AND NEWARK. KIPP NASHVILLE PO BOX 78126 NASHVILLE TN 37207 202799123 501(C)(3) 341000 0 TO SUPPORT KIPP NASHVILLE IN GROWING TO EDUCATE OVER 5,000 STUDENTS ACROSS 10 SCHOOLS BY 2029. SAN JOAQUIN A PLUS INC 6731 HERNDON PL STOCKTON CA 95219 510536117 501(C)(3) 315000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP EDUCATION REFORM NOW INC 276 5TH AVENUESUITE 704 915 NEW YORK NY 10001 203687838 501(C)(3) 300000 0 TO SUPPORT COMMUNICATIONS AND ADVOCACY TOWARDS IMPROVING OUTCOMES FOR STUDENTS IN LOUISIANA NEW SCHOOLS FOR NEW ORLEANS 1555 POYDRAS ST STE 781 NEW ORLEANS LA 70112 020773717 501(C)(3) 300000 0 TO DEVELOP AND IMPLEMENT A COMPREHENSIVE COMMUNICATIONS STRATEGY TOWARDS IMPROVING EDUCATIONAL OUTCOMES NEW ORLEANS GEORGIA CHARTER SCHOOLS ASSOCIATION LENOX CENTER 3355 LENOX ROAD SUITE 440 ATLANTA GA 30326 582617404 501(C)(3) 300000 0 TO BUILD ORGANIZATIONAL CAPACITY FOR AN EFFECTIVE COMMUNICATION PROGRAM NATIONAL PARENTS UNION INC 7 MARION AVE WOBURN MA 01801 834333274 501(C)(3) 300000 0 TO SUPPORT THE NATIONAL PARENTS UNION IN ITS EFFORTS TO ELEVATE THE VOICES OF PARENTS IN ADVOCATING FOR GREATER EDUCATIONAL EQUITY AND JUSTICE ACROSS THE COUNTRY. THE 74 MEDIA INC 222 BROADWAY 19TH FLOOR WEWORK NEW YORK NY 10038 472788684 501(C)(3) 300000 0 TO SUPPORT THE ADVANCEMENT AND ELEVATION OF NATIONAL AND REGIONAL CONVERSATIONS ABOUT EDUCATION FOR MILLIONS OF AMERICANS BY EXPANDING THE REACH OF QUALITY JOURNALISM MISSOURI CHARTER PUBLIC SCHOOL ASSOCIATION 1306 PAPIN STREET SAINT LOUIS MO 63103 205682973 501(C)(3) 254000 0 TO SUPPORT EXPANDED MEMBERSHIP AND PARTICIPATION IN MCPSA TENNESSEE CHARTER SCHOOL CENTER 1033 DEMONBREUN ST STE 300 NASHVILLE TN 37203 271799465 501(C)(3) 250000 0 TO BUILD GRANTEE COMMUNICATION AND ADVOCACY CAPACITY IN ORDER TO EXECUTE ITS STRATEGIC PLAN BATON ROUGE ALLIANCE FOR STUDENTS ACTION 301 MAIN STREET SUITE 2208 BATON ROUGE LA 70802 862832019 501C4 240000 0 TO PROVIDE TESTING RESEARCH AND COMMUNICATION STRATEGY DEVELOPMENT SUPPORT DIVERSE CHARTER SCHOOLS COALITION INC 26 BROADWAY 8TH FLOOR NO 1010 NEW YORK NY 10004 452849094 501(C)(3) 225000 0 TO INCREASE COMMUNICATIONS AND ADVOCACY CAPACITY IN ORDER TO SUPPORT THE GROWTH OF DIVERSE BY DESIGN CHARTER SCHOOLS. RESULTS IN EDUCATION FOUNDATION DBA BRIGHTBEAM 1360 N MILWAUKEE AVE APT 3 CHICAGO IL 60622 470988089 501(C)(3) 215000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP COLLEGIATE ACADEMIES 2625 THALIA STREET NEW ORLEANS LA 70113 800601507 501(C)(3) 203500 0 TO SUPPORT GRANTEE'S CURRICULUM AND LAS SIERRAS INITIATIVES SPECIAL EDUCATION LEADER FELLOWSHIP 4640 CAROLLTON SUITE 100 NEW ORLEANS LA 70119 832083196 501(C)(3) 200000 0 TO SUPPORT SELFS EXPANSION OF PROGRAMMING TO MEET THE GROWING NEEDS OF THE GREATER NEW ORLEANS REGION. FUNDING WILL SPECIFICALLY SUPPORT THE LEADER FELLOWS AND TEACHER COHORT PROGRAMS OVER TWO-YEAR PERIOD GEORGETOWN UNIVERSITY 37TH AND O STS NW WASHINGTON DC DC 20007 530196603 501(C)(3) 183750 0 TO SUPPORT EXPANDED PARTICIPATION IN GEORGETOWN UNIVERSITY'S EDUCATION FINANCE TRAINING PROGRAMS JONES HBCU LEGACY FUND 7220 GEORGETOWN RD STE 300 PMB 205 INDIANAPOLIS IN 46268 874662992 501(C)(3) 175500 0 TO SUPPORT THE DEVELOPMENT OF INNOVATIVE CURRICULUM AND EDUCATIONAL MATERIALS THAT DIRECTLY IMPACT AND CELEBRATE BLACK STUDENTS TENNESSEE NATURE ACADEMY 5844 PETTUS ROAD ANTIOCH TN 37013 863761014 501(C)(3) 175000 0 TO PROVIDE SCHOOL INCUBATION GAP FUNDING 50CAN INC 1380 MONROE STREET NW413 WASHINGTON DC DC 20010 273069592 501(C)(3) 165000 0 TO CREATE A STRATEGIC COMMUNICATIONS PLAN FOR THE FREEDOM COALITION FOR CHARTER SCHOOLS, A SPONSORED PROJECT OF 50CAN INC. TENNESSEE STATE COLLABORATIVE ON REFORMING EDUCATION (SCORE) 1207 18TH AVENUE SOUTH SUITE 326SUITE 326 NASHVILLE TN 37212 263670335 501(C)(3) 150000 0 TO SUPPORT RESEARCH, DATA ANALYSIS, AND ASSOCIATED COMMUNICATION OF FINDINGS ABOUT CHARTER SCHOOL EFFECTIVENESS NEW SCHOOL FACILITY PARTNERS 1138 JEROME STREET HOUSTON TX 77009 882320709 501(C)(3) 150000 0 TO SUPPORT A PILOT PROJECT THAT HELPS NEW SCHOOLS SECURE SCHOOL FACILITIES VOLUNTEER SCHOOLS 1008 BATE AVENUE NASHVILLE TN 37204 854371448 501(C)(3) 150000 0 TO SUPPORT SCHOOL INCUBATION AND INCREASE ACCESS TO QUALITY EDUCATION IN NASHVILLE THE THIRD WAY FOUNDATION 1156 15TH STREET NW SUITE 400 WASHINGTON DC DC 20005 521629221 501(C)(3) 150000 0 TO SUPPORT EXPANDED COMMUNICATION EFFORTS ABOUT INNOVATION AND ACCOUNTABILITY IN PUBLIC EDUCATION THE MEMPHIS EDUCATION FUND 1350 CONCOURSE AVE STE 434 MEMPHIS TN 38104 473660677 501(C)(3) 150000 0 TO SUPPORT STRATEGIC PLANNING FOR A SCHOOL LAUNCH FELLOWSHIP NURSESMC (RINI) 150 WASHINGTON STREET PROVIDENCE RI 02903 832521458 501(C)(3) 150000 0 TO PROVIDE ACCESS TO QUALITY EDUCATION FOR STUDENTS IN RHODE ISLAND, THROUGH SUPPORT FOR RINI'S OPERATIONAL PLANS TO SECURE A PERMANENT HIGH SCHOOL FACILITY IN PROVIDENCE THE CENTURY FOUNDATION 1 WHITEHALL ST FLR 15 NY NY 10004 131624235 501(C)(3) 150000 0 TO SUPPORT A TWO-YEAR PROJECT TO SPOTLIGHT SCHOOLS WORKING CONFIDENTLY TO REENGAGE FAMILIES AND STUDENTS, PARTICULARLY ENGLISH LEARNERS, COMMUNITIES OF COLOR, AND LOW-INCOME FAMILIES PARENTS INVINCIBLE INC 227 MARKET STREET CAMDEN NJ 08102 863514565 501(C)(3) 146000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP PERSIST NASHVILLE 41 PEABODY STREET NASHVILLE TN 37215 842348840 501(C)(3) 125000 0 TO SUPPORT PARTNERSHIP WITH MNPS CHARTER SCHOOLS TO PROVIDE ENROLLMENT SUPPORT, ALUMNI COACHING, AND ALUMNI CAREER SERVICES TO 6 MNPS CHARTER OPERATORS SAN ANTONIO CHARTER MOMS 708 W SUMMIT AVE SAN ANTONIO TX 78212 825184944 501(C)(3) 120000 0 TO INCREASE PARENTAL ACCESS TO INFORMATION ABOUT SCHOOLS AND INCREASE STUDENT ENROLLMENT IN HIGH-QUALITY SCHOOLS ACROSS SAN ANTONIO OAKLAND REACH 333 HEGENBERGER ROAD SUITE 750 OAKLAND CA 94621 831289590 501(C)(3) 100000 0 TO SUPPORT THE OAKLAND REACHS EFFORTS TO ELEVATE PARENT AND FAMILY VOICES IN THE CONVERSATION AROUND EDUCATION EQUITY AND EXPAND ITS EFFORTS NATIONALLY ACCELERATE EDUCATION INC 4812 ROCK FISH COURT TAMPA FL 33617 920773770 N/A 100000 0 TO PROVIDE ORGANIZATIONAL SUPPORT FOR ACCELERATE EDUCATION TO ADVANCE ON IT'S CHARITABLE PURPOSE, WHICH AIMS TO ADVANCE HIGH QUALITY PUBLIC EDUCATION FOR STUDENTS IN FLORIDA BES INC 131 DARTMOUTH ST FLR 3 BOSTON MA 02116 352194153 501(C)(3) 100000 0 TO SUPPORT BES FELLOWSHIPS FOR EDUCATION LEADERS IN PHOENIX TO DESIGN AND LAUNCH NEW SCHOOLS CENTER FOR PUBLIC RESEARCH AND LEADERSHIP 615 WEST 131ST STREET NEW YORK NY 10027 135598093 501(C)(3) 100000 0 TO DIVERSIFY AND STRENGTHEN THE PIPELINE OF EDUCATION LEADERS WORKING TO ADVANCE EDUCATIONAL EQUITY LATINO EDUCATIONAL EQUITY PARTNERSHIPS INC (LEEP) 50 PLAZA STREET EAST BROOKLYN NY 11238 812743076 501(C)(3) 100000 0 TO IDENTIFY LEADERS AND SUPPORT THE CREATION OF EFFECTIVE DUAL-LANGUAGE CHARTER SCHOOLS PHI DELTA KAPPA INTERNATIONAL INC 1525 WILSON BLVD SUITE 705 ARLINGTON VA 22209 350975844 501(C)(3) 100000 0 TO INCREASE LOCAL AND NATIONAL MEDIA COVERAGE OF PROMISING INNOVATIONS IN EDUCATION PROVIDENCE PREPARATORY CHARTER SCHOOL 155 HARRISON STREET PROVIDENCE RI 02907 852193353 501(C)(3) 75000 0 TO SUPPORT THE EXPANSION OF PROVIDENCE PREPARATORY CHARTER SCHOOL DIVERSE LEARNERS COOPERATIVE 8011 BROOKS CHAPEL AVE UNIT 3083 BRENTWOOD TN 37027 832190296 501(C)(3) 50000 0 TO INVEST IN THE LEADERSHIP DEVELOPMENT OF EDUCATORS, BETTER EQUIPPING THEM TO LEAD RESPONSIVE INTERVENTION REDESIGN EFFORTS POLICY INNOVATORS IN EDUCATION NETWORK INC 1621 E HENNEPIN AVE SUITE 295 MINNEAPOLIS MN 55414 275550971 501(C)(3) 50000 0 TO SUPPORT THE CONVENING OF LOCAL EDUCATION ADVOCACY LEADERS FROM ACROSS THE COUNTRY TO SHARE AND LEARN BEST PRACTICES FROM EACH OTHER AT THE PIE SUMMIT. THE CURRENT PROJECT PO BOX 370 NY NY 10035 851526455 501(C)(3) 45000 0 TO ADVANCE QUALITY EDUCATION FOR STUDENTS OF COLOR BY ELEVATING THE VOICES OF THEIR PARENTS THROUGH SURVEYS AND MEDIA ACTIVITY NEW JERSEY PUBLIC CHARTER SCHOOLS ASSOCIATION 100 HORIZON CENTER BOULEVARD HAMILTON NJ 08691 223682199 501(C)(3) 30000 0 TO SUPPORT STRATEGIC PLANNING AND FEASIBILITY STUDY FOR CHARTER SCHOOL EXPANSION IN PATERSON TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 133541913 501(C)(3) 25000 0 TO PROVIDE GENERAL SUPPORT PIVOT SCHOOL IMPROVEMENT LEADERS 1200 ORDWAY PLACE APT B NASHVILLE TN 37206 920769769 501(C)(3) 25000 0 TO LAUNCH A PRINCIPAL DEVELOPMENT AND SUPPORT PROGRAM IN NASHVILLE EDUCATORS FOR EXCELLENCE 80 PINE STREET NEW YORK NY 10005 273382030 501(C)(3) 25000 0 TO INCREASE TEACHER VOICE IN ADVOCACY ABOUT INNOVATE SCHOOL MODELS CITY FORWARD COLLECTIVE 700 W VIRGINIA STSUITE 610 MILWAUKEE WI 53204 391590212 501(C)(3) 15000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP NEW SCHOOLS VENTURE FUND 1616 FRANKLIN STREET2ND FLOOR OAKLAND CA 94612 943281780 501(C)(3) 15000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP TEXAS CHARTER SCHOOLS ASSOCIATION 3005 S LAMAR BLVD SUITE D-447 AUSTIN TX 78704 262920798 501(C)(3) 15000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP MELANATED LEADERS 1630 N MERIDIAN STSUITE 450 INDIANAPOLIS IN 46202 870870487 501(C)(3) 15000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP KC ACTION FUND 3105 GILLHAM RD 200 KANSAS CITY MO 64109 853161591 501C4 15000 0 TO SUPPORT PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR ORGANIZATIONAL LEADERSHIP 63 5 PART I, LINE 2: CITY FUND EXECUTES A GRANT AGREEMENT WITH EACH GRANTEE AND MAINTAINS RECORDS TO SUBSTANTIATE THE GRANTS, GRANTEE ELIGIBILITY, AND SELECTION CRITERIA. THE MONITORING PROCESS REQUIRES GRANTEE PROVIDES DETAIL OF EXPENSES INCURRED DURING GRANT TERM. ADDITIONALLY, RECORDS ARE REVIEWED BY STAFF AND MANAGEMENT TO ENSURE THAT ONLY PERMISSIBLE ACTIVITY IS PAID FOR UNDER GRANT TERMS. X X X 0 0 0 0 0 0 0 0 0 NEERAV KINGSLAND MANAGING PARTNER - UNTIL 12/2022 464183 90617 0 0 0 0 12759 2491 25792 5035 502734 98143 0 0 ETHAN GRAY PARTNER 383059 46741 0 0 0 0 13592 1658 50512 6163 447163 54562 0 0 JESS PENA PARTNER 419413 10387 0 0 0 0 14881 369 51038 1264 485332 12020 0 0 MARLON MARSHALL CEO - AS OF 9/2022 93798 368452 0 0 0 0 3094 12156 3282 12892 100174 393500 0 0 NATASHA WILLIAMS CFO 341870 87930 0 0 0 0 12130 3120 38564 9919 392564 100969 0 0 KAMEELAH SHAHEED-DIALLO PARTNER 396849 32951 0 0 0 0 14081 1169 44507 3696 455437 37816 0 0 CHRISTOPHER BARBIC PARTNER 409205 20595 0 0 0 0 11086 558 35379 1781 455670 22934 0 0 KEVIN SHAFER PRESIDENT - AS OF 9/2022 393804 35996 0 0 0 0 0 0 30818 2817 424622 38813 0 0 PATRICK DOBARD PARTNER 295791 22549 0 0 0 0 12404 946 22990 1753 331185 25248 0 0 PART I, LINE 3 CITY FUND DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF CITY FUND ACTION A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(4). TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: - WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING; - WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION A, LINE 8B CITY FUND DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B CITY FUND HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON SUBMISSION OF THE DRAFT, THE FORM 990 IS REVIEWED BY THE CFO, CEO AND BOARD BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 CITY FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CITY FUND ACTION 9450 SW GEMINI DRIVE PMB 28552 BEAVERTON OR 97008 825515918 EDUCATIONAL DC 501(C)(4) N/A CITY FUND 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 CITY FUND ACTION O 6747598 COST CITY FUND ACTION P 6747598 COST CITY FUND ACTION E 18944193 COST