STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE NATHAN CUMMINGS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE NATHAN CUMMINGS FOUNDATION INC (EIN 23-7093201)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202403129349102310
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-07T16:50:22-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237093201EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NATHAN CUMMINGS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATHBusinessNameControlTxt
Phone2127877300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 WALL STREET 26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOB BANCROFTPersonNm
Person TitleVP, FINANCEPersonTitleTxt
Phone2127877300PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH B HUANGPreparerPersonNm
PTINP00745974PTIN
Phone4254544919PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$470,838,848FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,877,568DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,291,749DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,349,540NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$52,161,566GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,211,234CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$809,952OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1,834,447OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$4,499OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$9,417,156TotalRevAndExpnssAmt
Total Net Invst Incm$8,668,536TotalNetInvstIncmAmt
Total Adj Net Incm$4,499TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$937,554CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$183,261CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$754,293CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,429,276OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$19,441OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,128,835OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,411,550PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$53,920PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,455,650PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$222,300LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$42,138LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$4,499LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$52,168LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$118,447AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$63,417AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$44,017AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,559,824OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,289,530OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$736,659OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$650,393TaxesRevAndExpnssAmt
Taxes Net Invst Incm$105,535TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$462,205DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$787,626OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$82,703OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$688,803OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$394,369TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$8,194TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$380,175TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$517,904OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,162,645OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$512,432OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,491,448TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,010,784TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,499TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,753,032TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,292,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,435,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,783,948TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,010,784TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,499TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$24,188,682TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,366,792ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,057,544CashBOYAmt
Cash EOY$1,506,784CashEOYAmt
Cash EOYFMV$1,506,784CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,726,500SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,045,194SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,045,194SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$200,627PrepaidExpensesBOYAmt
Prepaid Expenses EOY$166,624PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$166,624PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$159,537,808CorporateStockBOYAmt
Corporate Stock EOY$195,800,778CorporateStockEOYAmt
Corporate Stock EOYFMV$195,800,778CorporateStockEOYFMVAmt
Corporate Bonds BOY$63,650,656CorporateBondsBOYAmt
Corporate Bonds EOY$71,764,441CorporateBondsEOYAmt
Corporate Bonds EOYFMV$71,764,441CorporateBondsEOYFMVAmt
Other Investments BOY$208,143,772OtherInvestmentsBOYAmt
Other Investments EOY$181,238,395OtherInvestmentsEOYAmt
Other Investments EOYFMV$181,238,395OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,046,148LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$856,721LandBldgEquipAccumDeprecAmt
Land BOY$1,452,001LandBOYAmt
Land EOY$1,189,427LandEOYAmt
Land EOYFMV$1,189,427LandEOYFMVAmt
Other Assets BOY$8,646,293OtherAssetsBOYAmt
Other Assets EOY$8,127,205OtherAssetsEOYAmt
Other Assets EOYFMV$8,127,205OtherAssetsEOYFMVAmt
Total Assets BOY$460,415,201TotalAssetsBOYAmt
Total Assets EOY$470,838,848TotalAssetsEOYAmt
Total Assets EOYFMV$470,838,848TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,360,905AccountsPayableBOYAmt
Accounts Payable EOY$1,857,640AccountsPayableEOYAmt
Grants Payable BOY$6,655,000GrantsPayableBOYAmt
Grants Payable EOY$2,510,000GrantsPayableEOYAmt
Other Liabilities BOY$10,879,790OtherLiabilitiesBOYAmt
Other Liabilities EOY$10,098,302OtherLiabilitiesEOYAmt
Total Liabilities BOY$18,895,695TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,465,942TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$441,519,506NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$456,372,906NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$441,519,506TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$456,372,906TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$460,415,201TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$470,838,848TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$441,519,506TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,366,792ExcessRevenueOverExpensesAmt
Other Increases$32,601,642OtherIncreasesAmt
Subtotal$456,754,356SubtotalAmt
Other Decreases$381,450OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$456,372,906TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2021-01-012023-12-31$52,161,566$49,812,026$2,349,540$2,349,540
GENERATION IM GLOBAL EQUITY FUND, LLC2021-01-012023-12-31$165,669-$165,669-$165,669P
NCF INVESTMENT HOLDINGS, LP2021-01-012023-12-31$972,637-$972,637-$972,637P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,211,234CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$522,023EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$522,023TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$522,023OverpaymentAmt
Applied To ES Tax$240,000AppliedToESTaxAmt
Refund$282,023RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateAROrgReportOrRegisterStateCd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NATHANCUMMINGS.ORGWebsiteAddressTxt
Individual With BooksBOB BANCROFTIndividualWithBooksNm
Phone2127877300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 WALL STREET 26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR REYNARD RAMSEY
120 WALL STREET 26TH FLNEW YORKNY10005PRESIDENT & CEO40.00$427,178$59,179$0
MR BOB BANCROFT
120 WALL STREET 26TH FLNEW YORKNY10005VP, FIN & MISSION INVEST, ASST TREAS40.00$348,228$78,489$0
MR NEALON DEVORE
120 WALL STREET 26TH FLNEW YORKNY10005CHIEF OF STAFF, ASST SECRETARY40.00$162,148$60,977$0
MS JAIMIE MAYER
120 WALL STREET 26TH FLNEW YORKNY10005CHAIR, TRUSTEE4.00$0$0$0
MS AMY SORENSEN
120 WALL STREET 26TH FLNEW YORKNY10005VICE CHAIR, TRUSTEE4.00$0$0$0
MS REBECCA GREGG
120 WALL STREET 26TH FLNEW YORKNY10005SECRETARY, TRUSTEE4.00$0$0$0
MR ADAM N CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TREASURER, TRUSTEE4.00$0$0$0
MS ALICE RHEE
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR DANIEL TELLALIAN
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR JARRETT BARRIOS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS MELISSA BRADLEY
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR JAMES CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS ROBERTA CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS RUTH CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR RICH DEITCHMAN
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS GABRIELLA MORRIS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR PHILLIP SORENSEN
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MS LAVASTIAN GLENN
120 WALL STREET 26TH FLOORNEW YORKNY10005VICE PRESIDENT, PROG40.00$422,966$45,360$0
MS PAULETTE HARPER
120 WALL STREET 26TH FLOORNEW YORKNY10005VICE PRESIDENT, PEOP40.00$312,564$92,000$0
MR ISAAC LURIA
120 WALL STREET 26TH FLOORNEW YORKNY10005SR DIRECTOR, PLACE B40.00$225,110$89,228$0
MS LAURA CAMPOS
120 WALL STREET 26TH FLOORNEW YORKNY10005SR DIRECTOR, ECONOMI40.00$202,408$84,349$0
MS KRISTINA NIETO
120 WALL STREET 26TH FLOORNEW YORKNY10005DIRECTOR OF FINANCE40.00$199,350$73,217$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k16OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BIVIUM-WESTFULLER
601 MONTGOMERY STREET SUITE 1212SAN FRANCISCOCA94111INVESTMENT MANAGER$2,443,535
NORTHERN TRUST
50 SOUTH LASALLE STCHICAGOIL60603CUSTODY AND BANKING FEES$1,816,153
GLOBAL ENDOWMENT MANAGEMENT LP
100 N TYRON STREET SUITE 2770CHARLOTTENC28202INVESTMENT MANAGER$486,046
PATTERSON BELKNAP WEBB & TYLER LLP
1133 AVENUE OF THE AMERICASNEW YORKNY10036LEGAL FEES$224,998
ARABELLA ADVISORS
1441 BROADWAY 2002NEW YORKNY10018ACCOUNTING SERVICES$135,809
FieldValueIRS element (for citing)
Contractor Paid Over50k5ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$258,277,593AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,423,650AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$190,997,293FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$473,698,536TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$473,698,536AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,105,478CashDeemedCharitableAmt
Net Vl Noncharitable Assets$466,593,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,329,653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,329,653MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$23,329,653DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,329,653DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,329,653DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,188,682ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,188,682QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,329,653DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,693,777ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,869,735ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,973,849ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,510,447ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,630,949ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,678,757TotalExcessDistributionCyovAmt
Qualifying Distributions$24,188,682QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,329,653AppliedToCurrentYearAmt
Remaining Distri From Corpus$859,029RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$33,537,786TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,693,777ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,844,009ExcessDistriCyovToNextYrAmt
Excess From Year4$8,869,735ExcessFromYear4Amt
Excess From Year3$6,973,849ExcessFromYear3Amt
Excess From Year2$4,510,447ExcessFromYear2Amt
Excess From Year1$2,630,949ExcessFromYear1Amt
Excess From Current Year$859,029ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCO THE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1120 WALL STREET 26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127877300RecipientPhoneNum
Recipient Email AddressGADMIN@NATHANCUMMINGS.ORGRecipientEmailAddressTxt
Form And Info And MaterialsGRANT APPLICATIONS ARE RECEIVED THROUGH AN ONLINE GRANTMAKING PROGRAM THAT IS ACCESSED VIA OUR WEBSITE. MORE INFORMATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE AT WWW.NATHANCUMMINGS.ORG/APPLY-FOR-A-GRANT/. NOTE THAT FOR 2023, THE FOUNDATION UNDERWENT A STRATEGIC GRANT REALIGNMENT AND ONLY MADE GRANTS TO PRESELECTED CHARITIES DURING THE YEAR. FOR 2024, THE ONINE SUBMISSION PROCESS HAS REOPENED TO THE PUBLIC.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR INQUIRIES. REFER TO THE FOUNDATION'S WEBSITE FOR MORE INFORMATION.SubmissionDeadlinesTxt
Restrictions On AwardsREFER TO THE FOUNDATION'S WEBSITE FOR FURTHER INFORMATION ON GRANT REQUIREMENTS AND RESTRICTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (286 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
4 R FRIENDS - RESCUE REHAB RE-HOME REACH OUT
4820 8TH AVESACRAMENTOCA95820PCGENERAL SUPPORT$15,000
ACTION CENTER ON RACE AND THE ECONOMY INSTITUTE
1901 WEST CARROLL AVE 3RD FLOORCHICAGOIL60612PCGENERAL SUPPORT$100,000
ADVANCEMENT PROJECT EDUCATION FUND
1220 L STREET NORTHWEST SUITE 850WASHINGTONDC20005PCGENERAL SUPPORT$100,000
AFRICAN AMERICAN ALLIANCE OF CDFI CEOS
301 E PINE STREET SUITE 175ORLANDOFL32801PCGREENHOUSE GAS REDUCTION FUND: COMMUNITY BUILDERS OF COLOR COALITION$100,000
ALIGN THE ALLIANCE FOR A GREATER NEW YORK
50 BROADWAY 29TH FLOORNEW YORKNY10004PCGENERAL SUPPORT$100,000
ALIGN THE ALLIANCE FOR A GREATER NEW YORK
50 BROADWAY 29TH FLOORNEW YORKNY10004PCEXECUTIVE LEADERSHIP TRANSITION$50,000
ALLIED MEDIA PROJECTS INC
4731 GRAND RIVER AVENUE SUITE 400DETROITMI48208PCEMERGENT STRATEGY IDEATION INSTITUTE$50,000
ALLIED MEDIA PROJECTS INC
4731 GRAND RIVER AVENUE SUITE 400DETROITMI48208PCCRITICAL MINDED$250,000
ALLIED MEDIA PROJECTS INC
4731 GRAND RIVER AVENUE SUITE 400DETROITMI48208PCGENERAL SUPPORT$100,000
ALLIED MEDIA PROJECTS INC
4731 GRAND RIVER AVENUE SUITE 400DETROITMI48208PCALIGHT, ALIGN, ARISE - A NATIONAL CONFERENCE ON REPAIR$15,000
ALLIED MEDIA PROJECTS INC
4731 GRAND RIVER AVENUE SUITE 400DETROITMI48208PCZEAL'S COMMUNITY OF PRACTICES PROJECT$50,000
AMALGAMATED CHARITABLE FOUNDATION INC
1825 K STREET NWWASHINGTONDC20006PCLEVEL LEADERS SPONSORSHIP FUND$1,500
AMAZON WATCH
520 3RD STREET SUITE 108OAKLANDCA94607PCGENERAL SUPPORT$5,000
AMERICAN ECONOMIC LIBERTIES PROJECT
2001 PENNSYLVANIA AVE NW SUITE 540WASHINGTONDC20006PCGENERAL SUPPORT$150,000
AMERICAN FRIENDS OF ORR SHALOM
3706 ENTERPRISE DRIVEJANESVILLEWI53546PCORR SHALOM FOR CHILDREN AND YOUTH AT RISK'S PROJECT$16,600
AMERICAN SUSTAINABLE BUSINESS INSTITUTE INC
33 PROSPECT STCANAANCT06018PC2023-2024 MEMBERSHIP$6,000
AMERICANS FOR FINANCIAL REFORM EDUCATION FUND
1615 L STREET NW SUITE 450WASHINGTONDC20036PCTHE SUPREME COURT AND THE CONSUMER FINANCIAL PROTECTION BUREAU$150,000
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129PCGENERAL SUPPORT$3,000
ARRAY ALLIANCE INC
180 GLENDALE BOULEVARDLOS ANGELESCA90026PCORIGIN$75,000
AS YOU SOW
PO BOX 751BERKELEYCA94701PC2023 PROXY PREVIEW SPONSORSHIP$5,000
ASHOKA
1000 WILSON BLVD SUITE 1900ARLINGTONVA22209PCGENERAL SUPPORT$10,000
ASIAN AMERICAN WRITERS' WORKSHOP INC
112 W 27TH ST STE 600NEW YORKNY10001PCGENERAL SUPPORT$150,000
ASSOCIATION FOR DEVELOPMENT OF DRAMATIC ARTS
PO BOX 237091NEW YORKNY10023PCTHE ORCHARD PROJECT LEADERSHIP LAB$10,000
ASSOCIATION FOR THE PROMOTION OF JEWISH SECULARISM
175 EASTERN PARKWAYBROOKLYNNY11238PCGENERAL SUPPORT$50,000
ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC
55 EXCHANGE PLACE 4TH FLNEW YORKNY10005PC2023-2024 PHILANTHROPIC MEMBERSHIP$5,000
ATLANTA WEALTH BUILDING INITIATIVE INC
504 FAIR STREET SOUTHWESTATLANTAGA30313PCGENERAL SUPPORT$75,000
AUBIN PICTURES INC
138 GRAND STREET 5EFNEW YORKNY10013PCOUR BODY POLITIC$10,000
AUBURN THEOLOGICAL SEMINARY
475 RIVERSIDE DR SUITE 1800NEW YORKNY10115PCGENERAL SUPPORT$250,000
AWE SUMMIT SCHOLARSHIP FOUNDATION
300 E 300 N UNIT I-3KANABUT84741PCGENERAL SUPPORT$1,500
BABY2BABY
6435 WILSHIRE BLVDLOS ANGELESCA90048PCGENERAL SUPPORT$15,000
BALTIMORE ARTS REALTY CORPORATION
2519 NORTH CHARLES STREETBALTIMOREMD21218PCMOTOR HOUSE$10,000
BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
330 SEVENTH AVENUE 19TH FLOORNEW YORKNY10001PCGENERAL SUPPORT$250,000
BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
330 SEVENTH AVENUE 19TH FLOORNEW YORKNY10001PCJEWISH SOCIAL JUSTICE ROUNDTABLE$125,000
BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
330 SEVENTH AVENUE 19TH FLOORNEW YORKNY10001PCGENERAL SUPPORT$3,000
BEYOND US & THEM
PO BOX 292586LOS ANGELESCA90029PCGENERAL SUPPORT$10,000
BLACK BELT JUSTICE CENTER
4323 F STREET SEWASHINGTONDC20019PCGENERAL SUPPORT$50,000
BLACK INNOVATION ALLIANCE
1954 AIRPORT ROAD 1107ATLANTAGA30341PCGENERAL SUPPORT$50,000
BLACK ORGANIZING FOR LEADERSHIP & DIGNITY INC
12864 BISCAYNE BLVD 106NORTH MIAMIFL331812007PCGENERAL SUPPORT$100,000
BLACKSTAR PROJECTS INC
1901 S 9TH STREET ROOM 314PHILADELPHIAPA19148PCGENERAL SUPPORT$120,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY 4TH FLOORREDWOOD CITYCA94063PCSTANFORD SCHOOL OF MEDICINE$5,000
BOARDSOURCE
750 9TH STREET SUITE 520WASHINGTONDC20001PC2023 BOARDSOURCE - FOUNDATION BOARD ASSESSMENT PROGRAM$3,500
BOMBYX CENTER FOR ARTS & EQUITY
130 PINE STREETFLORENCEMA01062PCGENERAL SUPPORT$1,500
BOREALIS PHILANTHROPY
PO BOX 3295MINNEAPOLISMN55403PCBLACK-LED MOVEMENT FUND$100,000
BROOKLYN HEIGHTS SYNAGOGUE
131 REMSEN STREETBROOKLYNNY11201PCGENERAL SUPPORT$4,000
BROWN UNIVERSITY
172 MEETING STREETPROVIDENCERI02912PCTHE PEMBROKE CENTER FOR TEACHING AND RESEARCH ON WOMEN$26,500
BUDDHIST PEACE FELLOWSHIP
PO BOX 3470BERKELEYCA94703PCGENERAL SUPPORT$25,000
CALIFORNIA DANCE INSTITUTE
676 WESTMINSTER AVEVENICECA90291PCGENERAL SUPPORT$10,000
CENTER FOR ECONOMIC DEMOCRACY
PO BOX 300229JAMAICA PLAINMA02130PCGENERAL SUPPORT$100,000
CENTER FOR HEIRS' PROPERTY PRESERVATION
1535 SAM RITTENBERG BOULEVARD SUITECHARLESTONSC29407PCGENERAL SUPPORT$100,000D
CENTER FOR INVESTIGATIVE REPORTING INC
PO BOX 8307 EMERYVILLE CA 94662EMERYVILLECA94608PCGENERAL SUPPORT$100,000
CENTER FOR LAW AND SOCIAL POLICY
1310 L STREET NW SUITE 900WASHINGTONDC20005PCGENERAL SUPPORT$10,000
CENTER FOR RURAL STRATEGIES
46 EAST MAIN STREETWHITESBURGKY41858PCGENERAL SUPPORT$75,000
CHINESE PROGRESSIVE ASSOCIATION
1020 KEARNY STREETSAN FRANCISCOCA94133PCTHE BLACK FUTURES LAB$50,000
CLAREMONT MCKENNA COLLEGE
500 E NINTH ST 2ND FLOORCLAREMONTCA91711PCGENERAL SUPPORT$20,000
CLEAN ENERGY WORKS
1666 CONNECTICUT AVE NW SUITE 100WASHINGTONDC20009PCGENERAL SUPPORT$150,000
CLIMATE AND CLEAN ENERGY EQUITY FUND
1100 13TH STREET NORTHWEST STE 800WASHINGTONDC20005PCGENERAL SUPPORT$100,000
COLOR OF CHANGE EDUCATION FUND INC
1714 FRANKLIN STREET SUITE 100-136OAKLANDCA94612PCGENERAL SUPPORT$300,000
COMMON FUTURE
2323 BROADWAYOAKLANDCA94612PCGENERAL SUPPORT$100,000
COMMONWEALTH SHAKESPEARE COMPANY INC
101 ARCH ST FL 8BOSTONMA02110PCGENERAL SUPPORT$5,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCRENAISSANCE JOURNALISM$100,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCGENERAL SUPPORT$200,000
CONFLUENCE PHILANTHROPY INC
215 LEXINGTON AVE 10TH FLOORNEW YORKNY10016PC2023-2024 MEMBERSHIP DUES$14,650
CONFLUENCE PHILANTHROPY INC
215 LEXINGTON AVE 10TH FLOORNEW YORKNY10016PCLAUNCHING THE FOUNDATION TRANSPARENCY COMPACT$100,000
CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
PO BOX 29361SAN FRANCISCOCA94129PCCLIMATE & ENERGY FUNDERS GROUP 2023 MEMBERSHIP DUES$5,000
CORPORACION EL PUNTO EN LA MONTANA
VILLA DEL REY 2D CALLE PINOCAGUASPR00725PCGENERAL SUPPORT$500
CROATAN INSTITUTE
PO BOX 2044DURHAMNC27702PCRACIAL EQUITY, ECONOMICS, FINANCE, AND SUSTAINABILITY (REEFS)$100,000
CROATAN INSTITUTE
PO BOX 2044DURHAMNC27702PCRACIAL EQUITY, ECONOMICS, FINANCE, AND SUSTAINABILITY (REEFS)$100,000
CSULA AUXILIARY SERVICES INC
5151 STATE UNIVERSITY DRIVELOS ANGELESCA90032PCTHE CENTER FOR CONTEMPORARY POETRY AND POETICS' SPANISH-LANGUAGE CULTURAL PROGRAMMING$10,000
CULINARY INSTITUTE OF AMERICA
1946 CAMPUS DRIVEHYDE PARKNY12538PCGENERAL SUPPORT$20,000
DEMOCRACY AT WORK INSTITUTE
57 POST STREET SUITE 602SAN FRANCISCOCA94104PCGUILDED$100,000
DEMOCRACY NOW PRODUCTIONS INC
207 WEST 25TH ST 11TH FLOORNEW YORKNY100017161PCGENERAL SUPPORT$2,000
DEV MISSION
360 VALENCIA STSAN FRANCISCOCA94103PCPRE-APPRENTICESHIP OCCUPATIONAL SKILLS$15,000
DIGDEEP RIGHT TO WATER PROJECT
932 WILSON ST SUITE 2DLOS ANGELESCA90021PCNAVAJO WATER PROJECT$40,000
DJ HENRY DREAM FUND INC
31 MILK ST 961233BOSTONMA02109PCGENERAL SUPPORT$50,000
EAGLE MARKET STREETS DEVELOPMENT
70 SOUTH MARKET STREETASHEVILLENC28801PCCOTHINKK$50,000
ECHOING GREEN INC
494 EIGHTH AVENUE 2ND FLOORNEW YORKNY10001PCGENERAL SUPPORT$20,000
ECHOING GREEN INC
494 EIGHTH AVENUE 2ND FLOORNEW YORKNY10001PCGENERAL SUPPORT$15,000
ECOPEACE MIDDLE EAST
C/O MARY ALEXANDER 6534 SPRINGALEXANDRIAVA22312PCGENERAL SUPPORT$10,000VALLEY DRIVE
EKVNV YEFOLECVLKE
PO BOX 148WEOGUFKAAL35183PCGENERAL SUPPORT$75,000
ELECTRIC LODGE
1416 ELECTRIC AVENUELOS ANGELESCA90291PCLA RIVER EXPEDITIONS$5,000
EMERALD CITIES COLLABORATIVE
1140 CONNECTICUT AVE NW SUITE 900-BWASHINGTONDC20036PCGENERAL SUPPORT$100,000WASHINGTON DC 20036
EMERGING PRACTITIONERS IN PHILANTHROPY
201 N UNION STREET STE 110ALEXANDRIAVA22314PCGENERAL SUPPORT$100,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115PC2023 MEMBERSHIP DUES$12,424
EVERNORTH
100 BANK STREET SUITE 400BURLINGTONVT05401PCGENERAL SUPPORT$20,000
FAITH IN ACTION
1616 P ST NW 300WASHINGTON DCDC20036PCLA VOICE'S MUSLIM POWER BUILDING PROJECT$65,000
FAITH IN ACTION
1616 P ST NW 300WASHINGTON DCDC20036PCFAITH LEADERSHIP STRATEGIES$75,000
FAITH IN PUBLIC LIFE INC
1990 M ST NW STE 740WASHINGTONDC20036PCGENERAL SUPPORT$50,000
FAITHWORKS INC
26 W BOSCAWEN ST SUITE A-201WINCHESTERVA22601PCGENERAL SUPPORT$20,000
FINANCIAL SERVICES STAKEHOLDER PROJECT
2513 N CENTRAL PARK AVECHICAGOIL60647PCGENERAL SUPPORT$150,000
FIRELIGHT MEDIA INC
72 HAMILTON TERRACENEW YORKNY10031PCGENERAL SUPPORT$150,000
FIRSTREPAIR
1900 ASBURY AVEEVANSTONIL60201PCGENERAL SUPPORT$50,000
FJC
520 EIGHTH AVE 20TH FLNEW YORKNY10018PCCROSSROADS$16,600
FRACTURED ATLAS INC
PO BOX 55HARTSDALENY10530PCEQUALITY LABS$200,000
FUNDERS FOR LESBIAN AND GAY ISSUES INC
45 WEST 36TH STREET 8TH FLOORNEW YORKNY10018PC2023-2024 MEMBERSHIP DUES$15,000
FUNDERS FOR LESBIAN AND GAY ISSUES INC
45 WEST 36TH STREET 8TH FLOORNEW YORKNY10018PCOUT IN THE SOUTH$50,000
FUSION PARTNERSHIPS INC
1601 GUILFORD AVENUE 2 SOUTHBALTIMOREMD21202PCTHE BLOOM COLLECTIVE$10,000
FUSION PARTNERSHIPS INC
1601 GUILFORD AVENUE 2 SOUTHBALTIMOREMD21202PCTHE BLOOM COLLECTIVE$10,000
GIRLS WHO INVEST INC
28 LIBERTY STREET 6TH FLOORNEW YORKNY10005PCGENERAL SUPPORT$10,000
GLOBAL IMPACT INVESTING NETWORK INC
ONE BATTERY PARK PLAZA SUITE 202NEW YORKNY10004PC2024 ANNUAL MEMBERSHIP$6,000
GOLD HOUSE FOUNDATION INC
440 N BARRANCA AVE 5118COVINACA91723PCGENERAL SUPPORT$2,000
GRAND PRAIRIE HISTORICAL SOCIETY INC
PO BOX 15 C/O RAEANN BRAITHWAITEALMYRAAR72003PCGENERAL SUPPORT$500
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW SUITE 650WASHINGTONDC20005PC2023-2024 MEMBERSHIP DUES$8,500
GRANTMAKERS IN THE ARTS
522 COURTLANDT AVENUE 1ST FLOORBRONXNY10451PCGENERAL SUPPORT$25,000
GREEN 20
1730 RHODE ISLAND AVE NW SUITE 610WASHINGTONDC20036PCGENERAL SUPPORT$50,000
GREENLATINOS
2800 20TH STREETBOULDERCO80304PCGENERAL SUPPORT$75,000
GRIP TRAINING INSTITUTE
PO BOX 888WOODACRECA94973PCGENERAL SUPPORT$15,000
GUILD OF FUTURE ARCHITECTS FOUNDATION
135 W 50TH STREETNEW YORKNY10020PCGENERAL SUPPORT$5,000
HAITIAN EDUCATION & LEADERSHIP PROGRAM
64 FULTON ST SUITE 1102NEW YORKNY10038PCGENERAL SUPPORT$4,500
HALCYON HOUSE
3400 PROSPECT STREET NWWASHINGTONDC20007PCGENERAL SUPPORT$15,000
HARLEM GROWN
127 W 127TH STREET THE ANNEXNEW YORKNY10027PCGENERAL SUPPORT$5,000
HARLEM GROWN
127 W 127TH STREET THE ANNEXNEW YORKNY10027PCGENERAL SUPPORT$4,000
HEAD COUNT INC
104 WEST 29TH STREETNEW YORKNY10001PCGENERAL SUPPORT$5,000
HIGHLANDER RESEARCH & EDUCATION CENTER INC
1959 HIGHLANDER WAYNEW MARKETTN37820PCGRANTMAKERS FOR SOUTHERN PROGRESS'S SOUTHERN PROGRESS FELLOWS$75,000
HIGHLANDER RESEARCH & EDUCATION CENTER INC
1959 HIGHLANDER WAYNEW MARKETTN37820PC2023-2024 GRANTMAKERS FOR SOUTHERN PROGRESS ANNUAL MEMBERSHIP$10,000
HIGHLANDER RESEARCH & EDUCATION CENTER INC
1959 HIGHLANDER WAYNEW MARKETTN37820PCGENERAL SUPPORT$100,000
HISPANAS ORGANIZED FOR POLITICAL EQUALITY - CALIFORNIA
634 SOUTH SPRING SUITE 920LOS ANGELESCA90014PCGENERAL SUPPORT$10,000
HISPANICS IN PHILANTHROPY
414 13TH STREET SUITE 200OAKLANDCA94612PC2023-2024 MEMBERSHIP DUES$10,000
HOMEWORLD COLLECTIVE INC
11 VILLAGE ST UNIT DSOMERVILLEMA02143PCGENERAL SUPPORT$20,000
HUMANE SOCIETY OF THE SIERRA FOOTHILLS INC
2945 BELL ROAD 175AUBURNCA95603PCGENERAL SUPPORT$5,000
IF FOUNDATION
1200 U ST NWWASHINGTONDC20009PFREPARATIONS IN THE WASHINGTON DC REGION$50,000
IMPACTASSETS INC
OPERATIONS CENTER IMPACTASSESTSBETHESDAMD20814PCNEW MEDIA VENTURES INNOVATION FUND$100,0004340 EAST-WEST HIGHWAY SUITE 210
INNER-CITY MUSLIM ACTION NETWORK
2745 W 63RD STREETCHICAGOIL60629PCBLACK JERUSALEM$75,000
INSTITUTE FOR LOCAL SELF-RELIANCE INC
2720 EAST 22ND STREETMINNEAPOLISMN55406PCGENERAL SUPPORT$125,000
INSTITUTE FOR LOCAL SELF-RELIANCE INC
2720 EAST 22ND STREETMINNEAPOLISMN55406PCATHENA$50,000
INTERFAITH CENTER ON CORPORATE RESPONSIBILITY
PO BOX 22354NEW YORKNY100872354PCGENERAL SUPPORT$175,000
INTERFAITH CENTER ON CORPORATE RESPONSIBILITY
PO BOX 22354NEW YORKNY100872354PC2023 MEMBERSHIP DUES$7,500
INVESTORS ADVOCATES FOR SOCIAL JUSTICE
40 SOUTH FULLERTON AVENUEMONTCLAIRNJ07042PCRACIAL JUSTICE INVESTING COALITION$50,000
JEWISH CENTER FOR JUSTICE
11960 W SUNSET BLVDLOS ANGELESCA90049PCJEWS UNITED FOR DEMOCRACY & JUSTICE'S AMERICA AT A CROSSROADS TOWN HALL SERIES$5,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PC2023 JFN MEMBERSHIP DUES$3,600
JEWS FOR RACIAL AND ECONOMIC JUSTICE COMMUNITY INC
275 PARK AVENUE GROUND FLOORBROOKLYNNY11205PCBLACK JEWISH LIBERATION COLLECTIVE$50,000
JEWS FOR RACIAL AND ECONOMIC JUSTICE COMMUNITY INC
275 PARK AVENUE GROUND FLOORBROOKLYNNY11205PCGENERAL SUPPORT$150,000
JEWS UNITED FOR JUSTICE INC
PO BOX 41485WASHINGTONDC200180885PCCOLLABORATIVE FOR JEWISH ORGANIZING$100,000
JOBS TO MOVE AMERICA
525 S HEWITT STREETLOS ANGELESCA90013PCGENERAL SUPPORT$150,000
JOBS WITH JUSTICE EDUCATION FUND
1150 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036PCGENERAL SUPPORT$100,000200
JOIN FOR JUSTICE INC
359 BOYLSTON STREET SUITE 4BOSTONMA02116PCGENERAL SUPPORT$100,000
JOIN FOR JUSTICE INC
359 BOYLSTON STREET SUITE 4BOSTONMA02116PCGENERAL SUPPORT$10,000
JOLT INITIATIVE
PO BOX 4185AUSTINTX78765PCGENERAL SUPPORT$100,000
JUST FUTURES IMPACT INC
6218 GEORGIA AVE NW SUITE 1-820WASHINGTONDC20011PCGENERAL SUPPORT$45,000WASHINGTON DC 20011
JUSTFUNDUS
490 43RD STREET UNIT 213OAKLANDCA94609PCGENERAL SUPPORT$2,000
KENTUCKY COALITION INC
PO BOX 1450LONDONKY40743PCGENERAL SUPPORT$175,000
LATINO COMMUNITY FUND INC
PO BOX 3299DECATURGA30031PCGENERAL SUPPORT$125,000
LEGAL AID JUSTICE CENTER
1000 PRESTON AVENUE SUITE ACHARLOTTESVILLEVA22903PCGENERAL SUPPORT$25,000
LIVING CITIES INC THE NATIONAL COMMUNITY DEVELOPMENT INITIATIVE
1040 AVENUE OF THE AMERICAS FLOORNEW YORKNY10018PCACTIVEST: FINES & FEES BONDHOLDER ADVOCACY CAMPAIGN$100,00017
LOCAL PROGRESS POLICY INSTITUTE
1200 18TH ST NW SUITE 700WASHINGTONDC20036PCGENERAL SUPPORT$150,000
LOS ANGELES CLEANTECH INCUBATOR
525 S HEWITT STLOS ANGELESCA90013PCGENERAL SUPPORT$25,000
MAGIC BUS USA
1500 CITYWEST BLVD STE 700HOUSTONTX77042PCGENERAL SUPPORT$10,000
MAJORITY ACTION
PO BOX 4831SILVER SPRINGMD20914PCGENERAL SUPPORT$250,000
MAJORITY ACTION
PO BOX 4831SILVER SPRINGMD20914PCANTI-SEMITISM AND THE ANTI-ENVIRONMENTAL, SOCIAL, AND GOVERNANCE MOVEMENT$6,500
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94956PCGENERAL SUPPORT$5,000
MAUI UNITED WAY
95 MAHALANI STREET SUITE 24WAILUKUHI96793PCMAUI FIRE DISASTER RELIEF FOR MAUI UNITED WAY$70,000
MIJENTE SUPPORT COMMITTEE
734 W POLK STPHOENIXAZ85007PCGENERAL SUPPORT$100,000
MISSION INVESTORS EXCHANGE INC
1899 L STREET NW SUITE 850WASHINGTONDC20036PC2023 SUSTAINING MEMBERSHIP$15,000
MOMENTUM COMMUNITY INC
MOMENTUM COMMUNITY C/O NATALYLONG BEACHCA90802PCGENERAL SUPPORT$100,000CASTAO 300 LONG BEACH BOULEVARD 200
MOVEMENT STRATEGY CENTER
1625 CLAY STREET 6TH FLOOROAKLANDCA94612PCFULL SPECTRUM LABS & THE ADASINA PROGRAM$110,000
MS FOUNDATION FOR WOMEN
1 WILLOUGHBY SQUARE SUITE 2000BROOKLYNNY11201PCGENERAL SUPPORT$4,000
NAMATI
1616 P STREET NW SUITE 101WASHINGTON DCDC20036PCUS ENVIRONMENTAL JUSTICE PROGRAM$96,150
NATIONAL BLACK WOMENS JUSTICE INSTITUTE
1000 DEAN STREET SUITE 101BROOKLYNNY11238PCGENERAL SUPPORT$4,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY INC
1667 K STREET NW SUITE 350WASHINGTONDC20006PC2023-2024 MEMBERSHIP RENEWAL$10,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY INC
1667 K STREET NW SUITE 350WASHINGTONDC20006PCGENERAL SUPPORT$75,000
NATIONAL CENTER FOR JEWISH FILM INC
LOWN BUILDING 102 MS 053 BRANDEISWALTHAMMA024549110PCBELLY$5,000UNIVERSITY
NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
1900 L STREET NW SUITE 825WASHINGTONDC20036PCGENERAL SUPPORT$40,000
NATIONAL CONFERENCE OF BLACK LAWYERS
4200 LAKE RIDGE DR RALEIGH NC 27604NORTH CAROLINANC27604PCGENERAL SUPPORT$10,000
NATIVE AMERICANS IN PHILANTHROPY
1140 3RD STREET NE 2ND FLOORWASHINGTONDC20002PC2023-2024 INSTITUTIONAL MEMBERSHIP$10,000
NEIGHBORHOOD FUNDERS GROUP
300 FRANK H OGAWA PLAZA SUITE 700OAKLANDCA94612PC2023-2024 MEMBERSHIP SUPPORT$10,000
NEIGHBORHOOD FUNDERS GROUP
300 FRANK H OGAWA PLAZA SUITE 700OAKLANDCA94612PCGENERAL SUPPORT$50,000
NETWORK EDUCATION PROGRAM
820 FIRST ST NE SUITE 350WASHINGTONDC200024243PCGENERAL SUPPORT$100,000
NEW ENGLAND HANDICAPPED SPORTS ASSOCIATION INC
PO BOX 2135NEWBURYNH03255PCGENERAL SUPPORT$15,000
NEW IMAGE EMERGENCY SHELTER FOR THE HOMELESS INC
4201 LONG BEACH BLVD SUITE 218LONG BEACHCA90807PCGENERAL SUPPORT$5,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCTIKUN ORGANIZATION'S SELICHOT BY TAHRIR$5,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCJERUSALEM FILM CENTER'S 40TH JERUSALEM FILM FESTIVAL$30,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCGENERAL SUPPORT$896,400
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCCALL.ACTIVIT$75,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCSTANDING TOGETHER$50,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCTZEDEK CENTERS$50,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCAJEEC NISPED$50,000
NEW JERSEY PERFORMING ARTS CENTER
ONE CENTER STREETNEWARKNJ07102PCGENERAL SUPPORT$25,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCCOMMUNITY FOR JUST SCHOOLS FUND$50,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCMEDIA DEMOCRACY FUND$180,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCUS IMPACT INVESTING ALLIANCE$50,000
NEW YORK JUNIOR TENNIS LEAGUE
36-36 33RD ST SUITE 504LONG ISLAND CITYNY11106PCSCHOLAR ATHLETE PROGRAM$10,000
NEWMEXICOWOMENORG
1807 2ND STREET SUITE 76SANTA FENM87505PCGENERAL SUPPORT$500
NORTH BEACH CITIZENS
1034 KEARNY STREETSAN FRANCISCOCA94133PCGENERAL SUPPORT$2,500
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115PCBALFOUR ACADEMY$5,500
OPEN MARKETS INSTITUTE
655 15TH ST NW SUITE 310WASHINGTONDC20005PCGENERAL SUPPORT$225,000
PEF ISRAEL ENDOWMENT FUNDS INC
PEF ISRAEL ENDOWMENT FUNDS INC 630NEW YORKNY10017PCKEREN GEFEN$5,0003RD AVENUE
PEF ISRAEL ENDOWMENT FUNDS INC
PEF ISRAEL ENDOWMENT FUNDS INC 630NEW YORKNY10017PCOTOT'S BEIT ELEM HOSTEL$16,8003RD AVENUE
PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC
228 PARK AVENUE S SUITE 35858NEW YORKNY10003PCGENERAL SUPPORT$5,000
PARTNERSHIP FOR SOUTHERN EQUITY
667 FAIRBURN RD NWATLANTAGA30331PCGENERAL SUPPORT$200,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006PCGENERAL SUPPORT$3,500
PEOPLE'S ACTION INSTITUTE
PO BOX 221000CHICAGOIL60622PCGENERAL SUPPORT$150,000
PHILANTHROPY NEW YORK INC
320 EAST 43RD STNEW YORKNY10017PC2023 MEMBERSHIP DUES$17,350
PIONEER SCHOOL OF DRAMA PIONEER PLAYHOUSE
840 STANFORD ROADDANVILLEKY40422PCVOICES INSIDE: PRISON PROJECT$10,000
PLACER LAND TR
922 LINCOLN WAY 200AUBURNCA95603PCGENERAL SUPPORT$20,000
POLICYLINK
1438 WEBSTER STREET SUITE 303OAKLANDCA94612PCLIBERATION IN A GENERATION$150,000
POLICYLINK
1438 WEBSTER STREET SUITE 303OAKLANDCA94612PCLIBERATION VENTURES$50,000
POSSIBILITY LABS
1410 FRANKLIN STREET 135SAN FRANCISCOCA94109PCGENERAL SUPPORT$175,000
POWERSWITCH ACTION
1305 FRANKLIN STREETOAKLANDCA94612PCGENERAL SUPPORT$100,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MOUNT AUBURN STREET 5TH FLOORCAMBRIDGEMA02138PCHARVARD BUSINESS SCHOOL SOCIAL ENTERPRISE INITIATIVE$3,000
PROJECT SOUTH INSTITUTION FOR THE ELIMINATION OF POVERTY & GENOCIDE
9 GAMMON AVEATLANTAGA30315PCGENERAL SUPPORT$100,000
PROJECT SOUTH INSTITUTION FOR THE ELIMINATION OF POVERTY & GENOCIDE
9 GAMMON AVEATLANTAGA30315PCGULF SOUTH FOR A GREEN NEW DEAL COMMUNITY CONTROLLED FUND$250,000
PROTEUS FUND INC
15 RESEARCH DR SUITE BAMHERSTMA01002PCREFRAME$150,000
PROTEUS FUND INC
15 RESEARCH DR SUITE BAMHERSTMA01002PCTHIRD WAVE FUND$1,000
REGENTS OF THE UNIVERSITY OF COLORADO
3100 MARINE STREET 572 UCBBOULDERCO80309PCFIRST PEOPLES WORLDWIDE$225,000
RESTAURANT OPPORTUNITIES CENTERS UNITED INC
275 7TH AVE SUITE 1504NEW YORKNY10001PCGENERAL SUPPORT$100,000
RIDEBACK RISE INC
1660 BEVERLY BLVDLOS ANGELESCA90026PCGENERAL SUPPORT$5,000
RISE OUTSIDE
RISE OUTSIDE PO BOX 642NEW PALTZNY12561PCGENERAL SUPPORT$4,000
ROANOKE ECONOMIC DEVELOPMENT INC
409 N MAIN STREET PO BOX 148RICH SQUARENC27869PCUPGRADE 2 $AVE$75,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 W 48TH ST FLOOR 10NEW YORKNY10036PCPOP CULTURE COLLABORATIVE FUND$250,000
ROCKWOOD LEADERSHIP INSTITUTE
1212 BROADWAY SUITE 700OAKLANDCA94612PCLEADING FROM THE INSIDE OUT CROSS-COHORT STRATEGY RETREAT$1,000
RUTGERS UNIVERSITY FOUNDATION
335 GEORGE STNEW BRUNSWICKNJ08901PCSTUDENT LEADERSHIP INITIATIVE$20,000
SAN FRANCISCO FILM SOCIETY
455 9TH STREETSAN FRANCISCOCA94103PCGENERAL SUPPORT$2,000
SAN GERONIMO VALLEY COMMUNITY CENTER
PO BOX 194SAN GERONIMOCA94963PCGENERAL SUPPORT$5,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCGAZA EMERGENCY RELIEF$50,000FAIRFIELD CT 06825
SAVENATUREORG
699 MISSISSIPPI STREET 106SAN FRANCISCOCA94107PCGENERAL SUPPORT$5,000
SILICON VALLEY COMMUNITY FOUNDATION
444 CASTRO STREET SUITE 140MOUNTAIN VIEWCA94041PCCALIFORNIA BLACK FREEDOM FUND$50,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCBUILDING EQUITY AND ALIGNMENT INITIATIVE$100,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PC2023-2024 FUNDERS FOR JUSTICE MEMBERSHIP$25,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCFUNDERS FOR JUSTICE'S ERODING THE POWER OF POLICE UNIONS PRE-CONFERENCE INSTITUTE$10,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PC2023 BUILDING EQUITY & ALIGNMENT INITIATIVE'S GENERAL ASSEMBLY$5,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCUNITED FRONTLINE TABLE$100,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCFRIENDS OF SAN QUENTIN NEWS$5,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCRISE UP: NOURISHING THE SOUL OF JEWISH JUSTICE$350,000
SOUL FIRE FARM INSTITUTE INC
1972 NY HWY 2PETERSBURGNY12138PCGENERAL SUPPORT$50,000
SOURCE STUDIO INC
PO BOX 698TOPANGACA90290PCGENERAL SUPPORT$1,000
SOUTHERN APPALACHIAN WILDERNESS STEWARDS
225 EAST CHESTNUT STREET STE 001ASHEVILLENC28801PCGENERAL SUPPORT$2,000
SOUTHERN CALIFORNIA ASSOCIATION OF NONPROFIT HOUSING INC
340 E 2ND STREET SUITE 406LOS ANGELESCA90012PCGENERAL SUPPORT$20,000
SOUTHERN VISION ALLIANCE
PO BOX 51698DURHAMNC27717PCFEED DURHAM$2,000
SOUTHERNERS ON NEW GROUND
1201 WEST PEACHTREE STREET SUITEATLANTAGA30309PCGENERAL SUPPORT$100,0002300
SPARK REPRODUCTIVE JUSTICE NOW INC
1065 RALPH DAVID ABERNATHY BLVATLANTAGA30310PCGENERAL SUPPORT$50,000SUITE 200
SPIRIT ROCK MEDITATION CENTER
PO BOX 169 5000 SIR FRANCIS DRAKEWOODACRECA94973PCGENERAL SUPPORT$5,000BLVD
SPRINGBOARD TO OPPORTUNITIES
518 EAST CAPITOL STREETJACKSONMS39201PCMAGNOLIA MOTHER'S TRUST: MOVING FROM PILOT TO POLICY$50,000
STANFORD HEALTH CARE
485 BROADWAYREDWOOD CITYCA94063PCGENERAL SUPPORT$2,500
STEPPINGSTONE DAY SCHOOL INC
77-40 VLEIGH PLACEKEW GARDENS HILLSNY11367PCMOVIA ROBOT PROJECT$4,000
THE ADVOCACY INSTITUTE
539 ATLANTIC AVENUE 170457BROOKLYNNY11217PCGENERAL SUPPORT$4,000
THE ADVOCACY INSTITUTE
539 ATLANTIC AVENUE 170457BROOKLYNNY11217PCGENERAL SUPPORT$4,000
THE BERTIE COUNTY HIVE HOUSE
PO BOX 598LEWISTONWOODVILLENC27849PCBERTIE WORKFORCE & EDUCATION VITALITY CENTER$10,000
THE CENTER FOR CIVIC ALTERNATIVES
1718 CONNECTICUT AVENUE NORTHWESTWASHINGTONDC20009PCGENERAL SUPPORT$1,500SUITE 6
THE CENTER FOR CULTURAL INNOVATION
244 S SAN PEDRO STREET SUITE 401LOS ANGELESCA90012PCAMBITIOUS$75,000
THE CENTER FOR CULTURAL POWER
360 GRAND AVE 146 OAKLAND CA 94610OAKLANDCA94610PCGENERAL SUPPORT$100,000
THE CENTER FOR MEDIA JUSTICE
1300 CLAY ST SUITE 600OAKLANDCA94612PCGENERAL SUPPORT$200,000
THE CLIMATE JUSTICE ALLIANCE
PO BOX 10202BERKELEYCA94709PCGENERAL SUPPORT$212,576
THE FAITH MATTERS NETWORK COLLABORATIVE
PO BOX 120801NASHVILLETN37212PCGENERAL SUPPORT$100,000
THE GESHER FOUNDATION
511 6TH AVENUE SUITE 444NEW YORKNY10011PCGENERAL SUPPORT$25,000
THE HUMAN IMMUNOME PROJECT
209 W 29TH STREET SUITE 6178NYNY10001PCGENERAL SUPPORT$15,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645NEW YORKNY10170PCBAR KAYMA'S MICROGRANTS TO PALESTINIAN ARTISTS$10,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645NEW YORKNY10170PCVERTIGO DANCE ASSOCIATION$5,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645NEW YORKNY10170PCTHEATER IN THE ROUGH$5,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645NEW YORKNY10170PCMACHOL SHALEM DANCE HOUSE'S JERUSALEM INTERNATIONAL CHOREOGRAPHY COMPETITION$5,000
THE LEADERSHIP CONFERENCE EDUCATION FUND
1620 L STREET NW SUITE 1100WASHINGTONDC20036PCAND STILL I VOTE CAMPAIGN$25,000
THE NEW WORLD FOUNDATION
627 WEST END AVENEW YORKNY10024PCDIVERSE ASSET MANAGERS INITIATIVE$25,000
THE ONLINE PROGRESSIVE ENGAGEMENT NETWORK INC
600 N BROAD ST SUITE 5 669MIDDLETOWNDE19709PCGENERAL SUPPORT$5,000
THE PILLARS FUND
FBRK C/O PILLARS FUND 200 WESTCHICAGOIL60606PCGENERAL SUPPORT$100,000MADISON 3RD FLOOR
THE PRAXIS PROJECT INC
1001 CONNECTICUT AVE NW SUITE 201WASHINGTONDC20036PCFREE HEARTS$100,000
THE ROOSEVELT INSTITUTE
570 LEXINGTON AVE 5TH FLOORNEW YORKNY10022PCADVANCING A CORPORATE POWER AGENDA$100,000
THE ROOSEVELT INSTITUTE
570 LEXINGTON AVE 5TH FLOORNEW YORKNY10022PCJUSTICE40 IMPLEMENTATION: POLICY AND ORGANIZING STRATEGY$100,000
THE SHAREHOLDER COMMONS
32 ADARE PLACENORTHAMPTONMA01060PCGENERAL SUPPORT$115,000
THE SOLUTIONS PROJECT INC
4096 PIEDMONT AVENUE 728OAKLANDCA94611PCGENERAL SUPPORT$200,000
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069PCGENERAL SUPPORT$2,000
THE UCLA FOUNDATION
THE UCLA FOUNDATION PO BOX 7145PASADENACA911099903PCLUSKIN SCHOOL OF PUBLIC AFFAIRS EQUITY, DIVERSITY, AND INCLUSION STUDENT SUPPORT$5,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385PC22ND CENTURY INITIATIVE'S URVASHI VAID MEMORIAL SCHOLARSHIP FUND$3,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385PCEMERGING PRACTITIONERS IN PHILANTHROPY- 2023 MEMBERSHIP FEES$7,500
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385PC22ND CENTURY INITIATIVE'S URVASHI VAID MEMORIAL SCHOLARSHIP FUND$1,500
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385PCFOR THE MANY$1,000
TIDES CENTER
PO BOX 889385LOS ANGELESCA900889385PC22ND CENTURY INITIATIVE$100,000
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA900889389PCNEW YORK RENEWS COMMUNICATIONS PROJECT$50,000
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA900889389PCCENTER FOR WORKING FAMILIES FUND'S GREEN NEW DEAL NETWORK$200,000
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA900889389PCDIASPORA ALLIANCE FUND$100,000
TRISHA BROWN COMPANY INC
315 WEST 39TH STREET STUDIO 908NEW YORKNY10018PCGENERAL SUPPORT$5,000
T'RUAH
266 WEST 37TH STREET SUITE 803NEW YORKNY10018PCGENERAL SUPPORT$125,000
TRUSTEES OF AMHERST COLLEGE
PO BOX 5000AMHERSTMA01002PCGENERAL SUPPORT$3,000
UNION THEOLOGICAL SEMINARY
3041 BROADWAYNEW YORKNY10027PCPOOR PEOPLE'S CAMPAIGN: A NATIONAL CALL FOR MORAL REVIVAL$100,000
UNITED FOR RESPECT EDUCATION FUND
2108 N STREET STE 4231SACRAMENTOCA95816PCGENERAL SUPPORT$150,000
UNITED STATES VETERANS ARTISTS ALLIANCE
5284 1/2 VILLAGE GREENLOS ANGELESCA90016PCGENERAL SUPPORT$5,000
UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION INC
BUFFALO ALUMNI HALL UCA BOX 4986CONWAYAR72035PCSCHEDLER HONORS COLLEGE$1,500
UPROSE INC
462 36TH STREET 3RD FLOORNEW YORK CITYNY11232PCGENERAL SUPPORT$150,000
UPROSE INC
462 36TH STREET 3RD FLOORNEW YORK CITYNY11232PCSUNSET PARK SOLAR$200,000
URGENT ACTION FUND FOR FEMINIST ACTIVISM
2601 BLANDING AVE SUITE C 155ALAMEDACA945011579PCGENERAL SUPPORT$50,000
US CLIMATE ACTION NETWORK
700 12TH STREET NW SUITE 700WASHINGTONDC20005PCGENERAL SUPPORT$100,000
VINEYARD THEATRE AND WORKSHOP CENTER INC
108 E 15TH STREETNEW YORKNY10003PCGENERAL SUPPORT$35,000
VINEYARD THEATRE AND WORKSHOP CENTER INC
108 E 15TH STREETNEW YORKNY10003PCGENERAL SUPPORT$5,000
VOTEORG
4096 PIEDMONT AVENUE 368OAKLANDCA94611PCGENERAL SUPPORT$4,000
WELCOMING CENTER FOR NEW PENNSYLVANIANS
211 N 13TH STREET 4TH FLOORPHILADELPHIAPA19107PCGENERAL SUPPORT$4,000
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREET WHITNEY MUSEUMNEW YORKNY10014PCWHITNEY MUSEUM LIBRARY FELLOWS$7,500WHITNEY MUSEUM
WILDERNESS TORAH
2222 HAROLD WAY SUITE CW508BERKELEYCA94704PCGENERAL SUPPORT$25,000
WOMEN'S SPORTS FOUNDATION
247 W 30TH ST FLOOR 5NEW YORKNY10001PCGENERAL SUPPORT$10,000
YOUTHNET INC
PO BOX 15MAPLEWOODNJ07040PCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,435,650TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ECONOMIC LIBERTIES PROJECT
2001 PENNSYLVANIA AVE NW SUITE 540WASHINGTONDC20006PCGENERAL SUPPORT$150,000
CENTER FOR HEIRS' PROPERTY PRESERVATION
1535 SAM RITTENBERG BOULEVARD SUITECHARLESTONSC29407PCGENERAL SUPPORT$100,000D
DEMOCRACY AT WORK INSTITUTE
57 POST STREET SUITE 602SAN FRANCISCOCA94104PCGUILDED$100,000
EMERALD CITIES COLLABORATIVE
1140 CONNECTICUT AVE NW SUITE 900-BWASHINGTONDC20036PCGENERAL SUPPORT$100,000WASHINGTON DC 20036
GREENLATINOS
2800 20TH STREETBOULDERCO80304PCGENERAL SUPPORT$75,000
JEWS UNITED FOR JUSTICE INC
PO BOX 41485WASHINGTONDC200180885PCCOLLABORATIVE FOR JEWISH ORGANIZING$100,000
JOBS TO MOVE AMERICA
525 S HEWITT STREETLOS ANGELESCA90013PCGENERAL SUPPORT$150,000
JOIN FOR JUSTICE INC
359 BOYLSTON STREET SUITE 4BOSTONMA02116PCGENERAL SUPPORT$50,000
MOVEMENT STRATEGY CENTER
1625 CLAY STREET 6TH FLOOROAKLANDCA94612PCFULL SPECTRUM LABS & THE ADASINA PROGRAM$110,000
PROTEUS FUND INC
15 RESEARCH DR SUITE BAMHERSTMA01002PCREFRAME$150,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCRISE UP: NOURISHING THE SOUL OF JEWISH JUSTICE$250,000
THE CENTER FOR CULTURAL INNOVATION
244 S SAN PEDRO STREET SUITE 401LOS ANGELESCA90012PCAMBITIOUS$75,000
THE CENTER FOR CULTURAL POWER
360 GRAND AVE 146 OAKLAND CA 94610OAKLANDCA94610PCGENERAL SUPPORT$100,000
THE SOLUTIONS PROJECT INC
4096 PIEDMONT AVENUE 728OAKLANDCA94611PCGENERAL SUPPORT$200,000
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA900889389PCCENTER FOR WORKING FAMILIES FUND'S GREEN NEW DEAL NETWORK$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,910,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPRI INVESTMENT INCOMEDesc
Related Or Exempt Function Incm$4,499RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,877,568ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,349,540ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MISC REFUNDS01$1,081
TAX REFUNDS01$111,528
CLASS ACTION SETTLEMENT01$612
FOREIGN EXCHANGE LOSS01-$927,672

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,412,657ExclusionAmt
Related Or Exempt Function Incm$4,499RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,417,156TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementPROGRAM RELATED INVESTMENT INCOMERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$118,447Amt
Net Investment Income$63,417NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$44,017DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
DCR GROUP LLC
714 WOODSON SEATLANTAGA303152022-04-13$200,000SOLAR STEWARDS MARKETPLACE$200,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.3/1/2023
1863 VENTURE FUND I LP
1100 15TH STREET NW SUITE 400WASHINGTONDC200052022-03-16$200,000AN EQUITY INVESTMENT IN A VENTURE CAPITAL FUND FORMED TO MAKE INVESTMENTS INTO BUSINESSES OWNED BY HISTORICALLY UNDERSERVED INDIVIDUALS, MARGINALIZED BY RACE, GENDER AND/OR CLASS, WHO HAVE BEEN SYSTEMATICALLY EXCLUDED FROM ACCESS TO ADEQUATE CAPITAL FROM TRADITIONAL COMMERCIAL SOURCES DUE TO THEIR MEMBERSHIP IN A HISTORICALLY DISADVANTAGED GROUP(S) OR THE LOCATION OF THEIR ACTIVITIES IN A DISTRESSED OR OTHERWISE DISADVANTAGED AND UNDERSERVED REGION.$200,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.3/1/2023
ADASINA SOCIAL CAPITAL
548 MARKET STREET SUITE 60335SAN FRANCISCOCA941042021-11-15$115,000SOCIAL JUSTICE IMPACT DATABASE$115,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.3/1/2022; 4/18/2023 (FINAL)
IF FOUNDATION
1200 U STREET NWWASHINGTONDC200092023-11-13$50,000REPARATIONS IN THE WASHINGTON DC REGION$50,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.NO REPORT DUE YET

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationSCHEDULE OF INFORMATION REGARDING TRANSFERS FROM A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:NCF INVESTMENTS HOLDINGS, LP224 W TREMONT AVENUECHARLOTTE, NC 28203EMPLOYER IDENTIFICATION NUMBER:27-1144048EXCESS BUSINESS HOLDING:NODESCRIPTION OF TRANSFER:DISTRIBUTIONS FROM PARTNERSHIPAMOUNT OF TRANSFER:267,487,062MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$71,764,441EOYBookValueAmt
EOYFMV$71,764,441EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$195,800,778EOYBookValueAmt
EOYFMV$195,800,778EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NCF INVESTMENT HOLDINGS, LPFMV$166,633,947$166,633,947
IMPACT AMERICA FUND III, LPFMV$157,954$157,954
LEARN CAPITAL FUND V GROWTH, LPFMV$1,257,748$1,257,748
LEARN CAPITAL FUND V EARLY, LPFMV$937,004$937,004
GENERATION IM GLOBAL EQUITY FUND, LLCFMV$11,746,463$11,746,463
ROSE AFFORDABLE HOUSING PRESERVATION FUND VI REIT LPFMV$115,735$115,735
WOMEN'S & CHILDREN'S HEALTH TECHNOLOGY EU FUND SCSPFMV$389,544$389,544

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (6 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ART$23,799$0$23,799$23,799
AUDIO VISUAL EQUIPMENT$202,800$100,340$102,460$102,460
FIXTURES & FURNITURE$313,807$156,904$156,903$156,903
LEASEHOLD IMPROVEMENTS$1,162,891$284,008$878,883$878,883
WEBSITE$69,035$69,035$0
GRANTS DATA BASE$273,816$246,434$27,382$27,382

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$222,300LegalFeesAmt
Net Investment Income$42,138NetInvestmentIncomeAmt
Adjusted Net Income$4,499AdjustedNetIncomeAmt
Disbursements Charitable Prps$52,168DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (7 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$4
SECURITY DEPOSIT$279,604$279,604$279,604
REIMBUSEMENT RECEIVABLE$4,895$222,196$222,196
RIGHT OF USE ASSET$7,759,535$7,019,995$7,019,995
PROGRAM RELATED INVESTMENT$600,000$600,000$600,000
PRI INTEREST RECEIVABLE$2,255$1,000$1,000
DEFERRED TAX ASSET$4,410$4,410

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
EFFECT OF POST RETIREMENT BENEFIT OBLIGATION ADJUSTMENT$202,841
DEFERRED TAX ASSET/LIABILITY$178,609

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKS & SUBSCRIPTIONS$4,357$0$0$4,357
TECHNOLOGY RELATED EXPENSES$149,551$0$0$161,316
INSURANCE$52,583$0$0$5,226
OTHER EXPENSES$42,959$0$0$57,214
POSTAGE & SHIPPING$779$0$0$779
REPAIRS & MAINTENANCE$52,624$0$0$52,624
SUPPLIES & SERVICES$6,890$0$0$6,890
MEALS & ENTERTAINMENT$59,374$0$0$73,449
STAFF DEVELOPMENT$56,364$0$0$56,364
LICENSE & FEES$956$0$0$956
RECRUITING$80,599$0$0$80,599
DUES & SUBSCRIPTIONS$10,868$0$0$12,658
PASSTHROUGH INVESTMENT DEDUCTIONS$0$4,162,645$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PASS-THRU INVESTMENTS$0-$923,414
PRI INVESTMENT INCOME$4,499$4,499$4,499
MISC REFUNDS$1,081$0
TAX REFUNDS$111,528$11,528$0
CLASS ACTION SETTLEMENT$612$612$0
FOREIGN EXCHANGE LOSS-$927,672-$927,672$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSES ON INVESTMENTSDesc
Amt$32,601,642Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAXES PAYABLE$298,421$0
POST RETIREMENT BENEFIT OBLIGATION$2,254,284$2,457,125
RIGHT OF USE ASSET LIABILITY$8,327,085$7,641,177

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$4,771,442$4,289,530$0$0
OTHER CONSULTANTS$788,382$0$0$736,659

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE AND UBI TAXES$632,141$0$0$0
STATE TAXES$18,252$0$0$0
FOREIGN TAXES PAID$0$105,535$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NCF INVESTMENTS HOLDINGS LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1224 W TREMONT AVENUEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28203ZIPCd
FieldValueIRS element (for citing)
EIN271144048EIN
DescDISTRIBUTIONS FROM PARTNERSHIPDesc
Amt$0Amt
FieldValueIRS element (for citing)
Total$42,751,853TotalAmt