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UNITED NEGRO COLLEGE FUND INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UNITED NEGRO COLLEGE FUND INC (EIN 13-1624241)
Tax period
2021-04-01 to 2022-03-31
Filed
2023-01-12
IRS object ID
202330129349301703
Schema version
2021v4.2
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)
Return2023-01-12T00:00:00-06:00ReturnTs
Tax Period End2022-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 BROAD STREET SUITE 900AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624241EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED NEGRO COLLEGE FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2028100274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11805 7TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSETH BARDUPersonNm
Person TitleCFOPersonTitleTxt
Phone2028100274PhoneNum
Signature2023-01-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSETHPersonFirstNm
Person LastBARDUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWN M HUTCHINSONPreparerPersonNm
PTINP01048557PTIN
Phone7032868000PhoneNum
Preparation2023-01-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerSETH BARDUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11805 7TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$521,038,774GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNCF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1944FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO ENSURE ALL AMERICANS HAVE EQUAL ACCESS TO A COLLEGE EDUCATION THAT PREPARES (SEE SCHEDULE O) THEM FOR RICH INTELLECTUAL LIVES, COMPETITIVE AND FULFILLING CAREERS, ENGAGED CITIZENSHIP AND SERVICE TO OUR NATION.UNCF HAS HELPED MORE THAN 500,000 STUDENTS EARN THEIR COLLEGE DEGREES SINCE ITS FOUNDING IN 1944. UNCF IS THE NATION'S LARGEST PRIVATE SCHOLARSHIP PROVIDER TO MINORITY GROUP MEMBERS. EACH YEAR, WE AWARD MORE THAN $100 MILLION IN SCHOLARSHIPS TO STUDENTS ATTENDING MORE THAN 1,100 SCHOOLS ACROSS THE COUNTRY, INCLUDING OUR PRESTIGIOUS NETWORK OF 37 MEMBER HBCUS. UNCF MEMBER HBCUS ARE KNOWN FOR THEIR ACHIEVEMENTS - AWARDING UNDERGRADUATE AND GRADUATED DEGREES - PROVIDING IMPRESSIVE RESULTS THROUGH RESEARCH AND PROMOTING ECONOMIC BENEFITS THAT YIELD MAJOR IMPACT FOR THEIR COMMUNITIES, REGIONS, STATES, THE NATION, AND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee245TotalEmployeeCnt
Total Volunteers1250TotalVolunteersCnt
Total Gross UBI$88,834TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$11,824NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$215,474,463PYContributionsGrantsAmt
CY Contributions Grants$212,138,431CYContributionsGrantsAmt
PY Program Service Revenue$293,158PYProgramServiceRevenueAmt
CY Program Service Revenue$232,392CYProgramServiceRevenueAmt
PY Investment Income$7,989,423PYInvestmentIncomeAmt
CY Investment Income$10,792,111CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$223,757,044PYTotalRevenueAmt
CY Total Revenue$223,162,934CYTotalRevenueAmt
PY Grants And Similar Paid$99,225,546PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$124,347,800CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,843,976PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$28,948,407CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$65,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$21,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$16,827,758CYTotalFundraisingExpenseAmt
PY Other Expenses$52,089,018PYOtherExpensesAmt
CY Other Expenses$39,394,613CYOtherExpensesAmt
PY Total Expenses$175,224,040PYTotalExpensesAmt
CY Total Expenses$192,711,820CYTotalExpensesAmt
PY Revenues Less Expenses$48,533,004PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,451,114CYRevenuesLessExpensesAmt
Total Assets BOY$653,425,402TotalAssetsBOYAmt
Total Assets EOY$679,851,959TotalAssetsEOYAmt
Total Liabilities BOY$91,066,943TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,745,548TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$562,358,459NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$593,106,411NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNCF'S MISSION IS TO BUILD A ROBUST AND NATIONALLY-RECOGNIZED PIPELINE OF UNDER-REPRESENTED STUDENTS WHO, BECAUSE OF UNCF SUPPORT, BECOME HIGHLY-QUALIFIED COLLEGE GRADUATES AND TO ENSURE THAT OUR NETWORK OF MEMBER INSTITUTIONS IS A RESPECTED MODEL OF BEST (SEE SCHEDULE O) PRACTICE IN MOVING STUDENTS TO AND THROUGH COLLEGE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$105,974,019ExpenseAmt
Grant$67,233,311GrantAmt
DescDIRECT PROGRAM EXPENDITURES RELATED TO DISBURSEMENTS OF SCHOLARSHIPS AND COSTS FOR EVALUATING ELIGIBILITY FOR SCHOLARSHIPS AND EXPENSES. ASSOCIATED WITH PROVIDING TECHNICAL ASSISTANCE TO MEMBER SCHOOLS AND OTHER INSTITUTIONS.THE WORK OF UNCF'S GROWING PORTFOLIO OF SCHOLARSHIP PROGRAMS IS UNRIVALED AND INCLUDES A VARIETY OF SCHOLARSHIP PROGRAMS MANAGED BY UNCF, SUCH AS THE FUND II FOUNDATION UNCF STEM SCHOLARS PROGRAM, UNCF/KOCH SCHOLARS PROGRAM, K-12 EDUCATION FELLOWSHIP AND THE FREDERICK DOUGLASS BICENTENNIAL SCHOLARSHIP PROGRAM. THE PANDA CARES SCHOLARS PROGRAM HAS EXPANDED TO A THREE-YEAR RENEWABLE SCHOLARSHIP AWARD, AND THE FUND II STEM SCHOLARS PROGRAM COMPLETED ITS THIRD (SEE SCHEDULE O)COHORT, CONTINUING TO BUILD ON AN IMPRESSIVE RECORD OF STUDENT OUTCOMES. THE WALTON FELLOWS PROGRAM, AN EDUCATIONAL REFORM PROGRAM AIMED AT HELPING INFORM NEW EDUCATORS ON HOW TO IMPROVE THE K-12 EDUCATION SYSTEM FROM THE INSIDE OUT, CELEBRATED ITS 10TH YEAR. TOGETHER, THESE UNCF SCHOLARSHIP AND STUDENT PROFESSIONAL DEVELOPMENT (INTERNSHIP) PROGRAMS AS WELL AS DOZENS OF OTHER SCHOLARSHIPS, INTERNSHIPS, FELLOWSHIPS AND FACULTY DEVELOPMENT OPPORTUNITIES ADD UP TO SOME OF THE NEWEST, BEST, AND STRONGEST OFFERINGS UNCF HAS FOR STUDENTS AND EDUCATORS, WITH MUCH MORE TO COME. HELPING YOUNG PEOPLE, ESPECIALLY AFRICAN AMERICAN AND OTHER MINORITY STUDENTS, GET AN EDUCATION THAT STARTS ON THE FIRST DAY OF PRESCHOOL AND DOESN'T END UNTIL COLLEGE GRADUATION IS WHAT UNCF IS ALL ABOUT. A THREE-PILLAR STRATEGY GUIDES OUR MISSION: POSITIONING MEMBER INSTITUTIONS AS A VIABLE COLLEGE OPTION FOR STUDENTS AND INVESTING IN INSTITUTIONAL CAPACITY TO IMPROVE STUDENT OUTCOMES; CREATING TRANSFORMATIONAL SUPPORT PROGRAMS TO ENSURE STUDENTS ARE ENROLLING AND PERSISTING THROUGH COLLEGE COMPLETION; BUILDING AWARENESS OF EDUCATIONAL ATTAINMENT AND CULTIVATING COLLEGE-GOING BEHAVIORS WITHIN THE AFRICAN AMERICAN COMMUNITY. THE ONGOING RAPID RISE IN THE COST OF COLLEGE ATTENDANCE, THE INABILITY TO EARN FUNDS DURING THE COVID-19 PANDEMIC AND DECREASING FINANCIAL AID HAVE CAUSED MORE AND MORE STUDENTS TO APPLY TO UNCF FOR ASSISTANCE EACH YEAR. HOWEVER, WE CAN SUPPORT ONLY ONE OUT OF EVERY 10 STUDENTS WHO APPLIES. THESE STUDENTS ARE OUR FUTURE HEALTH PROFESSIONALS, SOCIAL WORKERS, TEACHERS, GOVERNMENT POLICY MAKERS, ENTREPRENEURS, BUSINESS LEADERS AND MILITARY MEN AND WOMEN - THEY ARE THE FUTURE PROSPERITY OF OUR NATION. WE THANK ALL DONORS, PAST AND CURRENT FOR THEIR FINANCIAL CONTRIBUTIONS AND VOLUNTEERISM AND HOPE NEW DONORS ARE INSPIRED TO SUPPORT UNCF'S WORTHY MISSION BY GIVING AS DEEPLY AS POSSIBLE BECAUSE "A MIND IS A TERRIBLE THING TO WASTE, BUT A WONDERFUL THING TO INVEST IN."Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$37,735,965ExpenseAmt
Grant$33,921,845GrantAmt
Revenue$1,878,150RevenueAmt
DescTHE GATES MILLENNIUM SCHOLARS PROGRAM (GMSP) COVERS COST OF EDUCATION TO SUPPORT UNDERGRADUATE PROGRAMS FOR OUTSTANDING STUDENTS OF COLOR WITH SIGNIFICANT FINANCIAL NEED, AND THE COSTS THROUGH DOCTORAL DEGREES IN SEVEN TARGET DISCIPLINES FOR STUDENTS SELECTED AS GATES MILLENNIUM SCHOLARS. GMSP, THE MOST EXTENSIVE PROGRAM IN UNCF'S HISTORY, WAS AWARDED IN 1999 BY THE BILL AND MELINDA GATES FOUNDATION FOR $1.6 BILLION. THIS 20-YEAR PROGRAM SUNSETS IN 2029.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$23,180,395ExpenseAmt
Grant$23,180,395GrantAmt
DescDISTRIBUTIONS TO MEMBER INSTITUTIONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,878,150ExpenseAmt
Grant$12,249GrantAmt
Revenue$232,392RevenueAmt
DescINSTITUTIONAL SERVICES PROVIDED TO MEMBER INSTITUTIONS OF UNCF AND OTHER PROGRAM SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,878,150TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$12,249TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$232,392TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$168,768,529TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow AccountYes (1)EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document774IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee245EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SETH BARDUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028100274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11805 7TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MR WILLIAM F STASIOR
CHAIR EMERITUS1.500.00Yes (X)Yes (X)$0$0$0
MR ALFRED G GOLDSTEIN
VICE CHAIR0.750.00Yes (X)Yes (X)$0$0$0
DR BILLY C HAWKINS
VICE CHAIR/INSTITUTIONAL D1.000.00Yes (X)Yes (X)$0$0$0
MR MILTON H JONES JR
CHAIR OF THE BOARD2.500.00Yes (X)Yes (X)$0$0$0
MR ALOYSIUS MCLAUGHLIN
BOARD MEMBER0.750.00Yes (X)$0$0$0
MR ANDREW P SWIGER
BOARD MEMBER1.250.00Yes (X)$0$0$0
MR BEN-SABA HASAN
BOARD MEMBER0.500.00Yes (X)$0$0$0
MS CELIA A COLBERT
BOARD MEMBER1.250.00Yes (X)$0$0$0
MR DAVID SABLE
BOARD MEMBER0.500.00Yes (X)$0$0$0
MS GERRI MASON HALL
BOARD MEMBER0.500.00Yes (X)$0$0$0
DR GLENDA BASKIN GLOVER
BOARD MEMBER0.500.00Yes (X)$0$0$0
MR GREGORY G CUNNINGHAM
BOARD MEMBER0.500.00Yes (X)$0$0$0
MS SHARON MURPHY
BOARD MEMBER1.000.00Yes (X)$0$0$0
MS TERESA M SEBASTIAN
BOARD MEMBER1.250.00Yes (X)$0$0$0
MS LAURIE READHEAD
BOARD MEMBER0.500.00Yes (X)$0$0$0
DR A ZACHARY FAISON
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR C REYNOLD VERRET
BOARD/INSTITUTIONAL DIRECT0.500.00Yes (X)$0$0$0
DR CLARENCE D ARMBRISTER
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR CYNTHIA WARRICK
BOARD/INSTITUTIONAL DIRECT0.500.00Yes (X)$0$0$0
DR DAVID A THOMAS
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR ERNEST C MCNEALEY
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR GEORGE T FRENCH JR
BOARD/INSTITUTIONAL DIRECT0.750.00Yes (X)$0$0$0
DR HAKIM J LUCAS
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR JAFFUS HARDRICK
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR LEROY STAGGERS
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR MARY SCHMIDT CAMPBELL
BOARD/INSTITUTIONAL DIRECT0.500.00Yes (X)$0$0$0
DR PAULETTE DILLARD
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR WALTER M KIMBROUGH
BOARD/INSTITUTIONAL DIRECT0.750.00Yes (X)$0$0$0
MR E LABRENT CHRITE
BOARD/INSTITUTIONAL DIRECT0.500.50Yes (X)$0$0$0
MR PAUL GAMA
BOARD MEMBER0.500.50Yes (X)$0$0$0
MS CARMEN WALTERS
BOARD MEMBER0.500.50Yes (X)$0$0$0
MR DWAUN J WARMACK
BOARD MEMBER0.500.50Yes (X)$0$0$0
MS NICOLE ROSS
BOARD MEMBER0.500.50Yes (X)$0$0$0
MR KENNETH B MEHLMAN
BOARD MEMBER0.500.50Yes (X)$0$0$0
DR MICHAEL L LOMAX
PRESIDENT & CEO50.000.00Yes (X)$906,391$0$243,152
MR SETH BARDU
SVP, CFO & TREASURER50.000.00Yes (X)$346,286$0$47,854
MS DESIREE C BOYKIN
VP GENERAL COUNSEL & SECRE50.000.00Yes (X)$339,388$0$43,182
MR BRANDON FITZGERALD
ASSOC GC & ASSIST SECY50.000.00Yes (X)$217,953$0$23,256
MR EARLY REESE
COO50.000.00$618,626$0$181,750Yes (X)
MR MAURICE JENKINS
EVP & CHIEF DEVELOPMENT OF50.000.00$805,688$0$159,495Yes (X)
MS LAJUAN LYLES
SVP, HR & ADMINISTRATION50.000.00$511,952$0$39,489Yes (X)
MR LAWRENCE GRIFFITH JR
SVP, SCHOLARSHIPS & PROGRA50.000.00$381,471$0$30,950Yes (X)
MR DIEGO AVILES
VP. DEV NORTHERN DIVISION50.000.00$296,858$0$45,132Yes (X)
MR LODRIGUEZ MURRAY
VP. GOVERNMENT AFFAIRS50.000.00$361,014$0$104,874Yes (X)
MS PAULETTE JACKSON
VP DEV. HEADQUARTER DIVISI50.000.00$303,193$0$26,298Yes (X)
MR SEKOU BIDDLE
VP ADVOCACY50.000.00$256,768$0$14,167Yes (X)
MR ROBERT RUCKER
VP, RESEARCH & MEMBER ENGA50.000.00$283,272$0$25,426Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,628,860TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$985,025TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K74IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MCKINSEY AND COMPANY INC
140 FOUNTAIN PARKWAY NST PETERSBURGFL33716MANAGEMENT CONSULTANTS$7,468,714
RR DONNELLEY & SONS CO
35 W WACKER DRIVECHICAGOIL60061PRINTING$3,520,530
DELOITTE CONSULTING LLP
PO BOX 844717DALLASTX752844717MANAGEMENT CONSULTANTS$2,452,698
COMMUNITY COUNSELING SERVICE CO LLC
527 MADISON AVENUE 5TH FLOORNEW YORKNY10022STRATEGIC FUND DEVMT$1,197,000
BLACKBAUD
2300 WILSON BOULEVARD SUITE 420ARLINGTONVA22201SOFTWARE SUPPLIER$461,085
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K27CntrctRcvdGreaterThan100KCnt
Federated Campaigns$650,071FederatedCampaignsAmt
Fundraising$11,977,924FundraisingAmt
All Other Contributions$199,510,436AllOtherContributionsAmt
Total Contributions$212,138,431TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM RENTAL INCOMEDesc
Business900099BusinessCd
Total Revenue Column$232,392TotalRevenueColumnAmt
Related Or Exempt Func Income$232,392RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$232,392TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,829,419TotalRevenueColumnAmt
Unrelated Business Revenue$88,834UnrelatedBusinessRevenueAmt
Exclusion$3,740,585ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$301,224,515SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$294,261,823SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,962,692SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,962,692TotalRevenueColumnAmt
Exclusion$6,962,692ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$3,614,017FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$11,977,924ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,614,017FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$223,162,934TotalRevenueColumnAmt
Related Or Exempt Func Income$232,392RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$88,834UnrelatedBusinessRevenueAmt
Exclusion$10,703,277ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$99,086,742TotalAmt
Program Services$99,086,742ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$25,261,058TotalAmt
Program Services$25,261,058ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,417,110TotalAmt
Management And General$4,417,110ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$18,929,818TotalAmt
Program Services$9,536,916ProgramServicesAmt
Management And General$2,592,256ManagementAndGeneralAmt
Fundraising$6,800,646FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,018,437TotalAmt
Program Services$399,956ProgramServicesAmt
Management And General$305,833ManagementAndGeneralAmt
Fundraising$312,648FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,991,336TotalAmt
Program Services$1,230,235ProgramServicesAmt
Management And General$700,514ManagementAndGeneralAmt
Fundraising$1,060,587FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,591,706TotalAmt
Program Services$625,087ProgramServicesAmt
Management And General$477,984ManagementAndGeneralAmt
Fundraising$488,635FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$22,902,716TotalAmt
Program Services$18,415,492ProgramServicesAmt
Management And General$2,383,057ManagementAndGeneralAmt
Fundraising$2,104,167FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$161,924TotalAmt
Management And General$161,924ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$331,460TotalAmt
Program Services$85,000ProgramServicesAmt
Management And General$246,460ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$21,000TotalAmt
Fundraising$21,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$816,804TotalAmt
Program Services$759,628ProgramServicesAmt
Management And General$57,176ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$275,660TotalAmt
Program Services$135,828ProgramServicesAmt
Management And General$6,883ManagementAndGeneralAmt
Fundraising$132,949FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,305,588TotalAmt
Program Services$787,249ProgramServicesAmt
Management And General$822,282ManagementAndGeneralAmt
Fundraising$4,696,057FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total-$174,246TotalAmt
Program Services$1,049,095ProgramServicesAmt
Management And General-$1,673,091ManagementAndGeneralAmt
Fundraising$449,750FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,290,096TotalAmt
Program Services$1,070,905ProgramServicesAmt
Management And General$556,107ManagementAndGeneralAmt
Fundraising$663,084FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,802TotalAmt
Program Services$9,059ProgramServicesAmt
Management And General$4,886ManagementAndGeneralAmt
Fundraising$13,857FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$358,576TotalAmt
Program Services$152,478ProgramServicesAmt
Management And General$121,970ManagementAndGeneralAmt
Fundraising$84,128FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$26,252TotalAmt
Management And General$26,252ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$861,838TotalAmt
Program Services$244,115ProgramServicesAmt
Management And General$617,723ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$209,893TotalAmt
Program Services$78,752ProgramServicesAmt
Management And General$131,141ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
BAD DEBT EXPENSE$5,000,250$5,000,000$250
INDIRECT COST RECOVERY$0$4,840,934-$4,840,934

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$192,711,820TotalAmt
Program Services$168,768,529ProgramServicesAmt
Management And General$7,115,533ManagementAndGeneralAmt
Fundraising$16,827,758FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$82,286,308BOYAmt
EOY$144,848,181EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$86,230,320BOYAmt
EOY$76,570,342EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$76,172,738BOYAmt
EOY$83,993,942EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$34,885,619LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,025,532LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$24,629,010BOYAmt
EOY$24,860,087EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$233,044,525BOYAmt
EOY$166,695,333EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$144,527,749BOYAmt
EOY$176,868,822EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,534,752BOYAmt
EOY$6,015,252EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$653,425,402BOYAmt
EOY$679,851,959EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,194,962BOYAmt
EOY$14,808,639EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,527,948BOYAmt
EOY$8,210,781EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,255,274BOYAmt
EOY$25,311,526EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,088,759BOYAmt
EOY$38,414,602EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$91,066,943BOYAmt
EOY$86,745,548EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,789,416BOYAmt
EOY$48,868,069EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$524,569,043BOYAmt
EOY$544,238,342EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$562,358,459BOYAmt
EOY$593,106,411EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$653,425,402BOYAmt
EOY$679,851,959EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$30,451,114ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$685,136NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$981,974DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,822,789CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,370,684CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,890,044CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$215,474,463CurrentTaxYearMinus1YearAmt
Current Tax Year$212,138,431CurrentTaxYearAmt
Total$635,696,411TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,822,789CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,370,684CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,890,044CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$215,474,463CurrentTaxYearMinus1YearAmt
Current Tax Year$212,138,431CurrentTaxYearAmt
Total$635,696,411TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$233,555,926SubstantialContributorsTotAmt
Public Support Total170$402,140,485PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,669,418CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,054,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,110,436CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,473,251CurrentTaxYearMinus1YearAmt
Current Tax Year$3,829,419CurrentTaxYearAmt
Total$53,137,244TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$251,673CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,770CurrentTaxYearMinus2YearsAmt
Current Tax Year$88,834CurrentTaxYearAmt
Total$429,277TotalAmt
FieldValueIRS element (for citing)
Total Support$689,262,932TotalSupportAmt
Gross Receipts Rltd Activities$1,505,319GrossReceiptsRltdActivitiesAmt
Public Support CY1700.58340PublicSupportCY170Pct
Public Support PY1700.79640PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Mailings Members$152MailingsMembersAmt
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Publications Or Broadcast$12,024PublicationsOrBroadcastAmt
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$444,512DirectContactLegislatorsAmt
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Rallies Demonstrations$201,250RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$657,938TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationUNCF LOBBIES ON BEHALF OF HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS) AND FOR FEDERAL EDUCATION POLICIES AND RESOURCES FAVORABLE TO MINORITY STUDENTS.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$1,414,250AssetsIncludedAmt
FieldValueIRS element (for citing)
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesSEE PART XIIIOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$124,606,106BeginningYearBalanceAmt
Contributions$25,970,929ContributionsAmt
Investment Earnings Or Losses$10,037,391InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,154,078GrantsOrScholarshipsAmt
End Year Balance$155,460,348EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,413,257BeginningYearBalanceAmt
Contributions$7,788,628ContributionsAmt
Investment Earnings Or Losses$26,938,397InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,534,176GrantsOrScholarshipsAmt
End Year Balance$124,606,106EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,741,835BeginningYearBalanceAmt
Contributions$1,386,192ContributionsAmt
Investment Earnings Or Losses-$2,843,499InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,871,271GrantsOrScholarshipsAmt
End Year Balance$94,413,257EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$103,734,086BeginningYearBalanceAmt
Contributions$79,196ContributionsAmt
Investment Earnings Or Losses$1,651,790InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,723,237GrantsOrScholarshipsAmt
End Year Balance$100,741,835EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$97,514,294BeginningYearBalanceAmt
Contributions$1,821,032ContributionsAmt
Investment Earnings Or Losses$8,893,215InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,494,455GrantsOrScholarshipsAmt
End Year Balance$103,734,086EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.04360BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.67910PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27740TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,350,000OtherCostOrOtherBasisAmt
Book Value$6,350,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,958,557OtherCostOrOtherBasisAmt
Depreciation$5,323,368DepreciationAmt
Book Value$17,635,189BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$336,145OtherCostOrOtherBasisAmt
Depreciation$330,737DepreciationAmt
Book Value$5,408BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,333,510OtherCostOrOtherBasisAmt
Depreciation$4,318,000DepreciationAmt
Book Value$15,510BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$907,407OtherCostOrOtherBasisAmt
Depreciation$53,427DepreciationAmt
Book Value$853,980BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,860,087TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUNDS$39,324,072F
PRIVATE EQUITIES$54,647,609F
US AND GLOBAL EQUITIES$73,162,140F
FIXED INCOME$9,735,001F
FieldValueIRS element (for citing)
Total Book Value Securities$176,868,822TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED DISTRIBUTION TO MEMBERS$12,414,602
ACCRUED RETURN OF FUNDS TO THE GATES FOUNDATION$26,000,000
FieldValueIRS element (for citing)
Total Liability$38,414,602TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$222,642,968TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$685,136NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$981,974DonatedServicesAndUseFcltsAmt
Revenue Not Reported$296,838RevenueNotReportedAmt
Revenue Subtotal$222,346,130RevenueSubtotalAmt
Investment Expenses Not Incld$816,804InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$816,804RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$223,162,934TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$191,895,016TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$191,895,016ExpensesSubtotalAmt
Investment Expenses Not Incld2$816,804InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$816,804ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$192,711,820TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:UNCF'S COLLECTION ITEMS AMOUNTING TO $6,929,250 CONSISTED OF DONATED WORKS OF ART RECEIVED FROM THE ESTATE OF BENNY ANDREWS FOUNDATION, INC. AN INDEPENDENT APPRAISAL WAS USED TO MEASURE THE FAIR VALUE AT DATE OF GIFT. THROUGH MARCH 31, 2021, IN ACCORDANCE WITH THE DONOR'S INTENT, UNCF DISTRIBUTED $5,515,000 OF THIS ARTWORK TO MEMBER COLLEGES AND OTHER ENTITIES. AS OF MARCH 31, 2022, UNCF HELD THE REMAINING $1,414,250 OF THIS COLLECTION WITHIN A SECURED ENVIRONMENT FOR FUTURE PLANNED DISTRIBUTION.
PART V, LINE 4:UNCF'S ENDOWMENTS CONSIST OF 179 PROGRAMS ESTABLISHED FOR THE PURPOSE OF FUNDING SCHOLARSHIPS. NET ASSETS ASSOCIATED WITH THE ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
PART X, LINE 2:UNCF FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740-10, INCOME TAXES. UNCF HAS ANALYZED ITS UNRELATED BUSINESS ACTIVITIES FOR MARCH 31, 2022 AND 2021 AND DETERMINED THAT NO SIGNIFICANT AMOUNTS OF INCOME TAXES ARE DUE FOR SUCH ACTIVITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. MANAGEMENT REVIEWS ITS TAX POSITION UNDER APPLICABLE LAWS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. UNCF FILES IRS FORM 990 ANNUALLY WITH THE FEDERAL GOVERNMENT AND IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FOR FISCAL YEAR 2018 AND LATER.
PART III, LINE 3EDISTRIBUTIONS IN LINE WITH DONOR'S INTENT.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00INVESTMENTS$11,392,000
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00INVESTMENTS$15,165,600
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$26,557,600SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$26,557,600TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:THE ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES. THE TOTAL REPORTED IN COLUMN (F) REPRESENTS THE MARKET VALUE OF THESE INVESTMENTS AS OF MARCH 31, 2022.
PART III ACCOUNTING METHOD:
SCHEDULE F, PART I, LINE 3THE TOTAL REPORTED IN COLUMN (F) REPRESENTS THE MARKET VALUE OF THESE INVESTMENTS AS OF MARCH 31, 2022.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEAH GOODWIN CREATIONSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11442 SEACOAST DR 8AddressLine1Txt
CityIMPERIAL BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91932ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTANT SERVICESActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$379,459GrossReceiptsAmt
Retained By Contractor$21,000RetainedByContractorAmt
Net To Organization$358,459NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$379,459TotalGrossReceiptsAmt
Total Retained By Contractors$21,000TotalRetainedByContractorsAmt
Total Net To Organization$358,459TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ATLANTA MASKEDEvent1Nm
Gross Receipts Event1$1,344,532GrossReceiptsEvent1Amt
Charitable Contri Event1$1,004,550CharitableContriEvent1Amt
Gross Revenue Event1$339,982GrossRevenueEvent1Amt
Rent Facility Costs Event1$6,859RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$333,125OtherDirectExpensesEvent1Amt
Event2CHARLOTTE MASKEDEvent2Nm
Gross Receipts Event2$991,412GrossReceiptsEvent2Amt
Charitable Contri Event2$787,477CharitableContriEvent2Amt
Gross Revenue Event2$203,935GrossRevenueEvent2Amt
Rent Facility Costs Event2$2,048RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$201,737OtherDirectExpensesEvent2Amt
Other Events Total76OtherEventsTotalCnt
Gross Receipts Other Events$13,255,997GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$10,185,897CharitableContriOtherEventsAmt
Gross Revenue Other Events$3,070,100GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$525,955RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$2,544,293OthDirectExpnssOtherEventsAmt
Gross Receipts Total$15,591,941GrossReceiptsTotalAmt
Charitable Contributions Tot$11,977,924CharitableContributionsTotAmt
Gross Revenue Total Events$3,614,017GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$534,862RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$3,079,155OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,614,017DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (40 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
ALLEN UNIVERSITY
1530 HARDEN STREETCOLUMBIASC29204570341191501(C)(3)$791,133$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
BENEDICT COLLEGE
HARDEN AND BAND STREETSCOLUMBIASC29204570314365501(C)(3)$1,551,147$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
BENNETT COLLEGE FOR WOMEN
900 EAST WASHINGTON STREETGREENSBORONC27401560532296501(C)(3)$726,150$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
BETHUNE-COOKMAN UNIVERSITY
640 DR MARY MCLEOD BETHUNE BLVDDAYTONA BEACHFL32114590704726501(C)(3)$1,474,075$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
CLAFLIN UNIVERSITY
400 MAGNOLIA STREETORANGEBURGSC29115570314374501(C)(3)$6,248,149$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
CLARK ATLANTA UNIVERSITY
223 JAMES P BRAWLEY DRIVEATLANTAGA30314581825259501(C)(3)$7,776,737$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
DILLARD UNIVERSITY
2601 GENTILLY BLVDNEW ORLEANSLA70122720408929501(C)(3)$1,497,881$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
EDWARD WATERS COLLEGE
1658 KINGS ROADJACKSONVILLEFL32209591146751501(C)(3)$928,056$226,272FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
FISK UNIVERSITY
1000 17TH AVENUE NORTHNASHVILLETN37208620202000501(C)(3)$1,191,199$208,896FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
FLORIDA MEMORIAL UNIVERSITY
15800 NW 42ND AVENUEMIAMIFL33054590668483501(C)(3)$969,005$96,521FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
HUSTON TILLOTSON UNIVERSITY
900 CHICON STREETAUSTINTX78702741180151501(C)(3)$917,814$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
INTERDENOMINATIONAL THEOLOGICAL CENTER
700 MARTIN L KING JR DRIVE SWATLANTAGA30314580814544501(C)(3)$672,648$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
JARVIS CHRISTIAN COLLEGE
HIGHWAY 80 WESTHAWKINSTX75765750995027501(C)(3)$955,224$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
JOHNSON C SMITH UNIVERSITY
100 BEATTIES FORD ROADCHARLOTTENC28216250983069501(C)(3)$1,290,348$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
LANE COLLEGE
545 LANE AVENUEJACKSONTN38301620570060501(C)(3)$1,019,958$230,714FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
LEMOYNE OWEN COLLEGE
807 WALKER AVENUEMEMPHISTN38126620475690501(C)(3)$1,030,870$249,325FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
LIVINGSTONE COLLEGE
701 WEST MONROE STREETSALISBURYNC28144560603922501(C)(3)$897,516$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
MILES COLLEGE
5500 MYRON MASSEY BLVDFAIRFIELDAL35064630400608501(C)(3)$844,138$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
MOREHOUSE COLLEGE
830 WESTVIEW DRIVE SWATLANTAGA30314580566205501(C)(3)$2,522,571$179,161FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
MORRIS COLLEGE
100 WEST COLLEGE STREETSUMTERSC29150576000734501(C)(3)$697,170$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
OAKWOOD UNIVERSITY
7000 ADVENTIST BOULEVARD NWHUNTSVILLEAL35896630366652501(C)(3)$1,297,941$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
PAINE COLLEGE
1235 15TH STREETAUGUSTAGA30901237434499501(C)(3)$883,494$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
PHILANDER SMITH COLLEGE
ONE TRUDDIE KIBBE REED DRIVELITTLE ROCKAR72202710239729501(C)(3)$844,323$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
RUST COLLEGE
150 RUST AVENUEHOLLY SPRINGSMS38635640303805501(C)(3)$788,810$96,521FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
SAINT AUGUSTINE'S UNIVERSITY
1315 OAKWOOD AVENUERALEIGHNC27610560547478501(C)(3)$855,048$204,794FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
SHAW UNIVERSITY
118 EAST SOUTH STREETRALEIGHNC27611560530235501(C)(3)$801,090$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
SPELMAN COLLEGE
350 SPELMAN LANE SWATLANTAGA30314580566243501(C)(3)$7,858,450$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
STILLMAN COLLEGE
3601 STILLMAN BOULEVARDTUSCALOOSAAL35403630315935501(C)(3)$745,950$204,858FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
TALLADEGA COLLEGE
627 WEST BATTLE STREETTALLADEGAAL35160630288870501(C)(3)$1,365,567$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
TEXAS COLLEGE
2404 NORTH GRAND AVENUETYLERTX75712750917417501(C)(3)$816,850$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
TOUGALOO COLLEGE
500 WEST COUNT LINE ROADTOUGALOOMS39174640303093501(C)(3)$1,095,782$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
TUSKEGEE UNIVERSITY
CARNEGIE HALL 2ND FLOORTUSKEGEEAL36088630288878501(C)(3)$1,514,152$225,831FMVBLOOMBERG SUBSCRIPTION & AREA OFFICEGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
VIRGINIA UNION UNIVERSITY
1500 NORTH LOMBARDY STREETRICHMONDVA23220540524516501(C)(3)$842,619$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
VOORHEES COLLEGE
103 ACADEMIC CIRCLEDENMARKSC29042570329786501(C)(3)$814,249$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
WILBERFORCE UNIVERSITY
PO BOX 1001WILBERFORCEOH45384310604719501(C)(3)$1,022,711$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
WILEY COLLEGE
711 WILEY AVENUEMARSHALLTX75670750818183501(C)(3)$1,224,676$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
XAVIER UNIVERSITY
ONE DREXEL DRIVENEW ORLEANSLA70125720635884501(C)(3)$6,845,097$96,521FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
AMERICAN INDIAN GRADUATE CENTER SCHOLARS
3701 SAN MATEO BLVD NEALBUQUERQUENM87110850477062501(C)(3)$3,966,512$0GRANTS & SCHOLARSHIPS
HISPANIC SCHOLARSHIP FUND
55 SECOND STREETSAN FRANCISCOCA94105521051044501(C)(3)$10,723,581$0GRANTS & SCHOLARSHIPS
ASIAN AND PACIFIC ISLANDER
2025 M STREET NWWASHINGTONDC20036571192973501(C)(3)$5,226,685$0GRANTS & SCHOLARSHIPS
FieldValueIRS element (for citing)
Total501c3 Org40Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
VARIOUS SCHOLARSHIPS538$23,466,982
STIPENDS, HONORARIUMS, & FELLOWSHIPS1454$1,794,076

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationWITH EACH SCHOLARSHIP GRANT RECEIVED, UNCF DEVELOPS GUIDELINES FOR THE DISBURSEMENT OF SCHOLARSHIP FUNDS WHICH ARE OUTLINED IN A GRANT AGREEMENT WITH THE GRANTOR. THE GUIDELINES MAY INCLUDE A COMBINATION OF SELECTION CRITERIA THAT MAY INCLUDE: FINANCIAL NEED, MAJOR, GRADE POINT AVERAGE, RESIDENCY, COMMUNITY SERVICE AND OTHER FACTORS MUTUALLY AGREED UPON FOR EACH SCHOLARSHIP FUND. STUDENTS APPLY FOR SCHOLARSHIPS THROUGH UNCF'S ONLINE APPLICATION TOOL. EACH APPLICANT IS REVIEWED BASED ON THE DESIGNATED ELIGIBILITY REQUIREMENTS FOR THE SCHOLARSHIP. UNCF'S ONLINE APPLICATION INCLUDES A WEIGHTED SCORING SYSTEM TO EVALUATE THE APPLICATIONS. ITEMS ARE WEIGHTED BASED ON A TOTAL POINTS SYSTEM. ACADEMIC PERFORMANCE (GPA), HONORS AND AWARDS, COMMUNITY SERVICE, PAID EMPLOYMENT, LEADERSHIP ACTIVITIES AND ESSAYS ARE AMONG ITEMS THAT ARE EVALUATED. UNCF FOLLOWS AGREED UPON GUIDELINES AND TIMELINES TO MONITOR THE USE OF FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR MICHAEL L LOMAX
PRESIDENT & CEO$679,677$0$130,000$0$96,714$0$100,000$0$143,152$0$1,149,543$0$0$0
MR MAURICE JENKINS
EVP & CHIEF DEVELOPMENT OF$541,155$0$238,175$0$26,358$0$66,250$0$93,245$0$965,183$0$0$0
MR EARLY REESE
COO$500,770$0$99,375$0$18,481$0$75,000$0$106,750$0$800,376$0$0$0
MS LAJUAN LYLES
SVP, HR & ADMINISTRATION$371,114$0$111,000$0$29,838$0$0$0$39,489$0$551,441$0$0$0
MR LODRIGUEZ MURRAY
VP. GOVERNMENT AFFAIRS$306,582$0$54,000$0$432$0$37,500$0$67,374$0$465,888$0$0$0
MR LAWRENCE GRIFFITH JR
SVP, SCHOLARSHIPS & PROGRA$306,470$0$53,000$0$22,001$0$0$0$30,950$0$412,421$0$0$0
MR SETH BARDU
SVP, CFO & TREASURER$303,448$0$39,000$0$3,838$0$0$0$47,854$0$394,140$0$0$0
MS DESIREE C BOYKIN
VP GENERAL COUNSEL & SECRE$277,076$0$40,500$0$21,812$0$0$0$43,182$0$382,570$0$0$0
MR DIEGO AVILES
VP. DEV NORTHERN DIVISION$261,919$0$33,750$0$1,189$0$0$0$45,132$0$341,990$0$0$0
MS PAULETTE JACKSON
VP DEV. HEADQUARTER DIVISI$261,449$0$36,000$0$5,744$0$0$0$26,298$0$329,491$0$0$0
MR ROBERT RUCKER
VP, RESEARCH & MEMBER ENGA$244,378$0$33,150$0$5,744$0$0$0$25,426$0$308,698$0$0$0
MR SEKOU BIDDLE
VP ADVOCACY$226,378$0$20,800$0$9,590$0$0$0$14,167$0$270,935$0$0$0
MR BRANDON FITZGERALD
ASSOC GC & ASSIST SECY$200,690$0$16,377$0$886$0$0$0$23,256$0$241,209$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationNON-QUALIFIED DEFERRED COMPENSATION PLANS ARE IN PLACE FOR DR. MICHAEL LOMAX, PRESIDENT & CEO; MR EARLY REESE, CHIEF OPERATING OFFICER; MR. MAURICE JENKINS, EVP & CHIEF DEVELOPMENT OFFICER; AND MR LODRIGUEZ MURRAY, SVP FOR PUBLIC POLICY AND GOVERNMENT AFFAIRS. THE TERMS AND CONDITIONS OF EACH OF THE RETIREMENT PLANS ARE IN KEEPING WITH THOSE OFFERED BY COMPARABLE INSTITUTIONS AND ARE DESIGNED TO ENSURE LONG-TERM TENURE. IN ACCORDANCE WITH UNCF'S AGREEMENT WITH MAURICE JENKINS, THE FIRST DEFERRED COMPENSATION AGREEMENT OF $160,000 MATURED IN JUNE 2021 AND WAS PAID OUT IN JULY 2021. THIS AMOUNT IS REPORTED AS OTHER REPORTABLE COMPENSATION IN COLUMN (B)(III) OF SCHEDULE J, PART II. IN 2021 UNCF DEFERRED $100,000, $75,000, $66,250 AND $37,500 FOR DR LOMAX, MR REESE, MR JENKINS AND MR MURRAY, RESPECTIVELY.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1DISTRICT OF COLUMBIABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN536001131BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2015-08-06BondIssuedDt
Issue Price$31,565,000IssuePriceAmt
PurposeADVANCE REFUNDING OF 2010 SERIES BOND ORIGINALLY ISSUED 12/23/2010PurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$6,253,474RetiredAmt
Total Proceeds$31,565,000TotalProceedsAmt
Issuance Costs From Proceeds$631,300IssuanceCostsFromProceedsAmt
Other Spent Proceeds$30,933,700OtherSpentProceedsAmt
Substantial Completion2015SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDATE REBATE COMPUTATION PERFORMEDFormAndLineReferenceDesc
ExplanationISSUER NAME: DISTRICT OF COLUMBIA DATE THE REBATE COMPUTATION WAS PERFORMED: 08/14/2020ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBER INSTITUTIONS COMPRISE: 1) ALLEN UNIVERSITY 2) BENEDICT COLLEGE 3) BENNETT COLLEGE 4) BETHUNE-COOKMAN UNIVERSITY 5) CLAFLIN UNIVERSITY 6) CLARK ATLANTA UNIVERSITY 7) DILLARD UNIVERSITY 8) EDWARD WATERS COLLEGE 9) FISK UNIVERSITY 10) FLORIDA MEMORIAL UNIVERSITY 11) HUSTON-TILLOTSON UNIVERSITY 12) INTERDENOMINATIONAL THEOLOGICAL CENTER 13) JARVIS CHRISTIAN COLLEGE 14) JOHNSON C. SMITH UNIVERSITY 15) LANE COLLEGE 16) LEMOYNE-OWEN COLLEGE 17) LIVINGSTON COLLEGE 18) MILES COLLEGE 19) MOREHOUSE COLLEGE 20) MORRIS COLLEGE 21) OAKWOOD UNIVERSITY 22) PAINE COLLEGE 23) PHILANDER SMITH COLLEGE 24) RUST COLLEGE 25) SAINT AUGUSTINE UNIVERSITY 26) SHAW UNIVERSITY 27) SPELMAN COLLEGE 28) STILLMAN COLLEGE 29) TALLADEGA COLLEGE 30) TEXAS COLLEGE 31) TOUGALOO COLLEGE 32) TUSKEGEE UNIVERSITY 33) VIRGINIA UNION UNIVERSITY 34) VOORHEES COLLEGE 35) WILBERFORCE UNIVERSITY 36) WILEY COLLEGE 37) XAVIER UNIVERSITY
FORM 990, PART VI, SECTION A, LINE 7ATHE 37 MEMBER INSTITUTIONS, VIA THEIR PROXIES, ELECT ALL DIRECTORS TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BUNCF'S BYLAWS PROVIDE THAT ITS MEMBERS ELECT THE BOARD OF DIRECTORS AND OTHER MEMBERS; DETERMINE HOW BUDGETED FUNDS FOR THE MEMBERS ARE ALLOCATED AMONG THE MEMBERS; AND PROVIDE DIRECTION REGARDING ACTIVITIES AND PROGRAMS.
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE REVIEWS AND APPROVES THE FILING OF FORM 990 ON BEHALF OF THE UNCF BOARD. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS. A DETAILED REVIEW IS ALSO PERFORMED BY MANAGEMENT AND UNCF'S OUTSIDE TAX PREPARERS. A COPY OF THE COMPLETED FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY BY THE GENERAL COUNSEL TO BOARD MEMBERS, OFFICERS AND EMPLOYEES. EACH BOARD MEMBER, OFFICER AND EMPLOYEE IS ASKED TO COMPLETE, SIGN AND RETURN A DECLARATION WHICH IDENTIFIES ANY POTENTIAL CONFLICTS OF INTEREST. DECLARATION FORMS FOR EMPLOYEES AND THOSE EMPLOYEES SERVING AS OFFICERS ARE REVIEWED BY COMMITTEE (GENERAL COUNSEL, CFO AND HEAD OF HUMAN RESOURCES) WHO THEN RECOMMEND THE APPROPRIATE AND NECESSARY ACTION. DECLARATION FORMS OF BOARD MEMBERS, EMPLOYEES SERVING AS OFFICERS AND UNCF EXECUTIVES ARE PROVIDED TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROPRIATE AND NECESSARY ACTION BY SAID COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15THE ROLE OF THE HUMAN RESOURCES AND COMPENSATION COMMITTEE (HRCC) OF THE BOARD OF DIRECTORS IS TO DISCHARGE THE BOARD'S RESPONSIBILITIES RELATING TO COMPENSATION OF UNCF'S PRESIDENT AND CEO, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE IS COMPRISED OF INSTITUTIONAL AND INDEPENDENT DIRECTORS. THE COMMITTEE UTILIZES COMPARABILITY STUDIES PRODUCED BY AN EXTERNAL UNITED NEGRO COLLEGE FUND INC 13-1624241 COMPENSATION CONSULTING FIRM TO PRODUCE THEIR COMPENSATION ASSESSMENTS WHICH INFORM THE COMMITTEE'S DECISIONS. THE COMMITTEE MANAGES THE RELATIONSHIP WITH THE CONSULTANT AND HAS SOLE AUTHORITY TO RETAIN AND TERMINATE THEIR SERVICES. IN EXECUTIVE SESSION, HRCC FINDINGS AND DECISIONS ARE REPORTED TO THE BOARD. THE BOARD REVIEWS AND MAKES FINAL DECISIONS REGARDING COMPENSATION AND BENEFITS FOR THE PRESIDENT AND CEO.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS SUCH AS THE BYLAWS ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST. FINANCIAL DOCUMENTS SUCH AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON UNCF'S WEBSITE OR THE WEBSITE OF OTHERS OR UPON WRITTEN OR VERBAL REQUEST. UNCF'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC.