2025-05-06T11:57:01-04:00 2024-12-31 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990PF 2024-01-01 840632115 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION NATI 3037416333 1550 MARKET STREET SUITE 475 DENVER CO 80202 JOANNE FLORES MOSES TREAS. & CFO 2025-05-06 true false KRISTIN CALDER P01720813 3035345953 2025-05-06 2024 2025-03-06 01:10:19Z X 192269919 X 23875 1732195 1732195 1732195 7780335 8627214 7781709 520918 5405184 5408083 5405184 14941589 14921987 7658297 964292 41314 41314 922978 2813258 44098 44098 2769160 1207732 58041 58041 1149691 43275 253 253 43022 54000 5400 5400 48600 550219 428232 428232 121986 100000 100000 651703 9327 9327 642376 435136 1765 1765 433371 4260 14 14 4246 2929091 4259 43894 2885197 9752966 592703 632338 9120627 654052 654052 10407018 592703 632338 9774679 4534571 14329284 7025959 8050405 8924647 9017485 26851167 45148042 52329631 8579656 8895641 8182582 101456816 86504285 122740221 144938044 149472615 192269919 0 X 144938044 149472615 144938044 149472615 144938044 149472615 144938044 4534571 149472615 149472615 AEW SEAPORT GLOBAL PROPERTY SECURITI P 454956 -454956 -454956 DAVIDSON KEMPNER INSITUTIONAL PARTNE P 43005 43005 43005 PARAMETRIC P 2047 2047 2047 VANGUARD TOTAL STOCK INDEX FUND P 2121912 2121912 2121912 AEW SEAPORT GLOBAL PROPERTY SECURITI P 77202 -77202 -77202 DAVIDSON KEMPNER INSITUTIONAL PARTNE P 147862 -147862 -147862 PRESERVER P 40428 40428 40428 VANGUARD TOTAL STOCK INDEX FUND P 269268 269268 269268 AULDBRASS PARTNERS SECONDARY OPPORTU P 11793 -11793 -11793 FORESTER DIVERSIFIED LTD LONG TERM G P 289182 289182 289182 PRESERVER P 2271 2271 2271 VULCAN VALUE PARTNERS LARGE CAP P 2269171 2269171 2269171 AULDBRASS PARTNERS SECONDARY OPPORTU P 3 3 3 FORTRESS CREDIT OPPORTUNITIES FUND 5 P 348 348 348 SIGULER GUFF DISTRESSED OPPORTUNITIE P 774 -774 -774 VULCAN VALUE PARTNERS LARGE CAP P 245215 245215 245215 BRECKINRIDGE CAPITAL ADVISORS P 4293 4293 4293 FORTRESS CREDIT OPPORTUNITIES FUND 5 P 6668 -6668 -6668 SIGULER GUFF DISTRESSED OPPORTUNITIE P 174 -174 -174 WELLINGTON DURABLE COMPANIES P 979027 979027 979027 BRECKINRIDGE CAPITAL ADVISORS P 26693 26693 26693 INDUSTRY VENTURE PTR HOLDINGS V P 29220 -29220 -29220 SIGULER GUFF DISTRESSED OPPORTUNITIE P 1181 1181 1181 WELLINGTON DURABLE COMPANIES P 26204 -26204 -26204 CAPITAL GROUP AMERICAN FUNDS EUROPAC P 234785 234785 234785 INDUSTRY VENTURE PTR HOLDINGS V P 297 297 297 SIGULER GUFF DISTRESSED OPPORTUNITIE P 8 -8 -8 WELLINGTON US RESEARCH P 204410 204410 204410 CITY OF LONDON EM INVESTABLE FUND P 47747 -47747 -47747 INDUSTRY VENTURE PTR HOLDINGS VI P 4728 4728 4728 SILCHESTER INTERNATIONAL INVESTORS P 1062359 1062359 1062359 WELLINGTON US RESEARCH P 190509 190509 190509 CITY OF LONDON EM INVESTABLE FUND P 1213 -1213 -1213 INDUSTRY VENTURE PTR HOLDINGS VI P 651 -651 -651 SILCHESTER INTERNATIONAL INVESTORS P 22432 22432 22432 COMMONFUND INTERNATIONAL PEP VI P 4886 4886 4886 LAZARD GLOBAL LISTED P 34131 34131 34131 STARK - SHEPARD INVESTMENTS P 28126 28126 28126 COMMONFUND INTERNATIONAL PEP VI P 2 -2 -2 OVERLOOK PARTNERS P 17858 -17858 -17858 STEPSTONE (FKA GREENSPRING) 8 P 10349 -10349 -10349 COMMONFUND PEP VII P 15659 15659 15659 OVERLOOK PARTNERS P 6749 6749 6749 STEPSTONE (FKA GREENSPRING) 8 P 814 814 814 COMMONFUND PEP VII P 2 -2 -2 OWNERSHIP CAPITAL GLOBAL EQUITY P 158221 158221 158221 STEPSTONE (FKA GREENSPRING) 9 P 54108 54108 54108 COMMONFUND VENTURE PARTNERS XI P 226575 226575 226575 OWNERSHIP CAPITAL GLOBAL EQUITY P 12061 -12061 -12061 STEPSTONE (FKA GREENSPRING) 9 P 27 -27 -27 COMMONFUND VENTURE PARTNERS XI P 9941 9941 9941 PARAMETRIC P 56953 56953 56953 ULTRA SHORT DURATION SMA P 16753 16753 16753 7781709 520918 199177 199177 199177 245347 245347 X 46170 46170 false false false false false false false true true CO true true false false false true WWW.NEFE.ORG THE ORGANIZATION 3037416333 1550 MARKET STREET SUITE 475 DENVER CO 80202 false false false true true false false false false false false false false false true false false false false false false false JASON YOUNG 1550 MARKET STREET STE 475 DENVER CO 80202 CHAIR 1.00 0 0 0 DIONNE BLUE PHD 1550 MARKET STREET STE 475 DENVER CO 80202 VICE CHAIR 1.00 0 0 0 RICK KETCHUM 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 RACHELLE FELDMAN 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 MEGAN GORMAN 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 JOURDAN JONES 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 NANCY KIM YUN 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 BETH LESEN PHD 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 MARGARET LIBBY 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 ROBIN NUNN 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 KEVIN PLUMMER 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 BOB LEWIS 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 CHRISTINE LOVELY 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 CONNIE WEAVER 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 LORETTA SANCHEZ 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 BILLY HENSLEY 1550 MARKET STREET STE 475 DENVER CO 80202 PRES. & CEO 40.00 487288 27145 0 JOANNE FLORES MOSES 1550 MARKET STREET STE 475 DENVER CO 80202 TREAS. & CFO 40.00 309633 54438 0 BRIAN FORD 1550 MARKET STREET STE 475 DENVER CO 80202 SEC. & COS 40.00 167371 13751 0 BETH BEAN 1550 MARKET STREET STE 475 DENVER CO 80202 SR VP RES & 40.00 239846 21942 MICHELLE SAMUELS-JONES 1550 MARKET STREET STE 475 DENVER CO 80202 SR VP EQUITY 40.00 200408 33165 PAUL GOLDEN 1550 MARKET STREET STE 475 DENVER CO 80202 MD MEDIA 40.00 123275 30512 AMARIE FISHER 1550 MARKET STREET STE 475 DENVER CO 80202 SR. DIR & CO 40.00 130166 18747 JOSHUA CARABALLO 1550 MARKET STREET STE 475 DENVER CO 80202 MD RES & GRA 40.00 121200 18174 19 APPALACHIAN COLLEGE ASSOCIATION 3816 CAMELOT DRIVE OFC LEXINGTON KY 40517 PARTNERSHIP 681348 FOUNDATION FOR COLORADO COMMUNITY COLLEGES 9101 E LOWRY BLVD DENVER CO 80230 PARTNERSHIP 361218 CAMBRIDGE ASSOCIATES 115 FEDERAL STREET SUITE 200 BOSTON MA 02110 INV ADVISOR 320762 MERIPLEX 10111 RICHMOND AVE SUITE 500 HOUSTON TX 77042 TECH CONSULT 178321 AUGENBLICH PALAICH AND ASSOCIATES 1658 LAFAYETTE ST PO 7337 DENVER CO 80207 ROI CONSULTANTS 140000 13 RESEARCH AND GRANT FUNDING THROUGH SUPPORT AND MANAGEMENT OF RIGOROUS RESEARCH, NEFE IDENTIFIES KNOWLEDGE GAPS AND SEEKS EVIDENCE OF WHAT WORKS BEST IN THE APPLICATION OF FINANCIAL EDUCATION IN ORDER TO LAY THE GROUNDWORK FOR GREATER FUTURE IMPACT. FUNDING IS PROVIDED FOR RESEARCH THAT HAS THE POTENTIAL TO MAKE A PROFOUND CONTRIBUTION TO THE FIELD OF FINANCIAL EDUCATION AND SEEKS TO IMPROVE THE PUBLIC'S FINANCIAL WELL-BEING. NEFE APPROVED FUNDING FOR FOUR GRANT APPLICANTS IN 2024, BRINGING THE NUMBER OF RESEARCH STUDIES CURRENTLY IN PROGRESS TO 11. NEFE HAS FUNDED A TOTAL OF 46 RESEARCH PROJECTS SINCE 2006. IN ADDITION, NEFE CONTINUED TO CONDUCT RESEARCH ON FINANCIAL TRAUMA AND A HISTORY OF FINANCIAL EDUCATION OF NATIVE COMMUNITIES. WE COMPLETED WORK ON A NEFE-LED COLLABORATION FOCUSED ON ADDRESSING THE LACK OF RIGOROUS TESTING AND VALIDATION OF SOME OF THE MOST UTILIZED SURVEY ASSESSMENTS IN THE FINANCIAL SERVICES INDUSTRY, CONDUCTED SEVERAL POLLS OF U.S. ADULTS AND LAUNCHED A RESEARC 7845697 N/A 178079638 14077988 0 192157626 192157626 2882364 189275262 9463763 X 9774679 9774679 2005-06-24 X 7025959 5595654 5069017 17690630 5972065 4756306 4308664 15037035 9774679 9393665 7889055 6677478 33734877 654052 590568 786411 416662 2447693 9120627 8803097 7102644 6260816 31287184 6309175 5995029 6126090 6419477 24849771 APPLICATIONS SHOULD BE SUBMITTED TO 1550 MARKET STREET SUITE 475 DENVER CO 80202 3037416333 NEFE.ORG APPLICANTS MUST SUBMIT A LETTER OF INQUIRY FORM AS THE FIRST STEP TO BEING CONSIDERED FOR FUNDING. THE FORM IS AVAILABLE ON NEFE'S WEBSITE AT NEFE.ORG NEFE ACCEPTS LETTERS OF INQUIRY ONCE PER YEAR, FROM SEPTEMBER 15 TO NOVEMBER 15. NEFE DOES NOT FUND PROJECTS THAT: O HAVE COMMERCIAL OR PROPRIETARY ELEMENTS. O ARE RELATED TO THE PILOT, DEVELOPMENT, EXECUTION, EVALUATION, EXPANSION OR ADMINISTRATION OF SPECIFIC PROGRAMS, COURSES OR CURRICULA. THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 NONE PC RESEARCH GRANT 50000 THE UNIVERSITY OF ALABAMA 318 ROSE ADMINISTRATION BUILDING BOX 870135 TUSCALOOSA AL 35487 NONE PC RESEARCH GRANT 75380 THE RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 90407 NONE PC RESEARCH GRANT 116914 MONTANA STATE UNIVERSITY 328 MONTANA HALL PO BOX 172470 BOZEMAN MT 59717 NONE PC RESEARCH GRANT 8000 ST LOUIS UNIVERSITY 3545 LINDELL BLVD ST LOUIS MO 63103 NONE PC RESEARCH GRANT 59126 UNIVERSITY OF TENNESSEE 121 MORGAN HALL KNOXVILLE TN 37996 NONE PC RESEARCH GRANT 51956 BOSTON COLLEGE 140 COMMON WEALTH AVE JOYCE HOUSE CHESTNUT HILL MA 02467 NONE PC RESEARCH GRANT 43564 EDUCATION NORTHWEST 101 SW MAIN STREET SUITE 500 PORTLAND OR 97204 NONE PC RESEARCH GRANT 99759 LEWIS AND CLARK COLLEGE 615 S PALATINE HILL ROAD MSC 31 PORTLAND OR 97219 NONE PC RESEARCH GRANT 86503 CALHAN SCHOOL DISTRICT 800 BULLDOG DRIVE CALHAN CO 80808 NONE PC FCCLA STUDENT COMPETITION 1250 COUNCIL FOR ECONOMIC EDUCATION 122 E 42ND STREET SUITE 1012 NEW YORK CITY NY 10168 NONE PC 75TH ANNIVERSARY CAMPAIGN 25000 CHAMPLAIN COLLEGE 163 S WILLARD STREET BURLINGTON VT 05401 NONE PC IMPROVE FINANCIAL LITERACY IN HS 10000 ASHLEY BLACK 1550 MARKET STR STE 475 DENVER CO 80202 NONE IND SCALE VALIDATION PROJECT COMMITTEE 5600 DEE ANNE WARMATH 1550 MARKET STR STE 475 DENVER CO 80202 NONE IND SCALE VALIDATION PROJECT COMMITTEE 6900 KATRINA BOROWIEC 1550 MARKET STR STE 475 DENVER CO 80202 NONE IND SCALE VALIDATION PROJECT COMMITTEE 5100 KURT A SCHINDLER 1550 MARKET STR STE 475 DENVER CO 80202 NONE IND SCALE VALIDATION PROJECT COMMITTEE 4500 MIRANDA C REITER 1550 MARKET STR STE 475 DENVER CO 80202 NONE IND SCALE VALIDATION PROJECT COMMITTEE 4500 654052 UNIVERSITY OF CALIFORNIA LAS ANGELES 1125 MURPHY HALL 405 AVE BOX 957089 LOS ANGELES CA 90095 NONE PC RESEARCH GRANT 55000 MORGAN STATE UNIVERSITY 1700 E COLD SPRING LANE MONTBELLOW COMPLEX BALTIMORE MD 21251 NONE PC RESEARCH GRANT 130037 185037 REGISTRATION FEES 39635 14 1732195 523000 -1374 18 7781709 PASS-THROUGH ENTITIES 14 5408083 PASS-THROUGH ENTITIES UBTI 523000 -42534 -43908 14921987 39635 14917714 1A THE FOUNDATION HOSTS THE INNOVATION & IMPACT SUMMIT false false false false false false false false false false X X 1 CAPITAL GROUP COMPANIES 40 EAST MAIN STREET SUITE 887 NEWARD DE 19711 23875 X KUNDINGER, CORDER & MONTOYA, PC 54000 5400 5400 48600 AULDBRASS PARTNERS SECONDARY OPPORTU PURCHASE 2 -2 COMMONFUND INTERNATIONAL PEP VI - UB PURCHASE 10 -10 COMMONFUND PEP VII - UBTI PURCHASE 615 615 INDUSTRY VENTURE PTR HOLDINGS V - UB PURCHASE 118 118 PRESERVER - UBTI PURCHASE 2096 -2096 SIGULER GUFF DISTRESSED OPPORTUNITIE PURCHASE 1 1 DODGE & COX INCOME FUND 4418211 4193818 RBC GLOBAL ASSET MANAGEMENT 4477430 3988764 PUBLICLY TRADED SECURITIES 45148042 52329631 AEW GLOBAL PROPERTY SECURITIES FUND AT COST 5024317 5715259 ALPINE INVESTORS IX-A AT COST 592685 710390 AULDBRASS PTNRS SECONDARY OPP FUND AT COST 2170386 2664365 CIM ENTERPRISE LOAN FUND AT COST 7208725 8065066 CITY OF LONDON EM INVESTABLE FUND AT COST 2044141 3944217 COMMONFUND INTL PIP AT COST 157983 30307 COMMONFUND PIP VII AT COST 76830 111682 COMMONFUND VENTURE PARTNERS XI AT COST 1331733 3782571 CROWN GLOBAL SECONDARIES AT COST 433334 566760 DE SHAW BROAD MARKET AT COST DAVIDSON KEMPNER INSTITUTIONAL PTNR AT COST 7333070 15966428 FORESTER DIVERSIFIED LTD AT COST 614076 1167048 FORTRESS CREDIT OPP FUND V AT COST 1112375 1212967 FORTRESS CREDIT OPP FUND VI AT COST 578943 626214 HARBOURVEST DOVER STREET 08 AT COST 101974 HARBOURVEST DOVER STREET 09 AT COST 1379754 HARBOURVEST DOVER STREET 10 AT COST 3169732 5828669 HARBOURVEST DOVER STREET XI AT COST 1141361 1556692 HARBORVEST REAL ASSETS 4 FEEDER FUND AT COST 2463196 4031686 INDUSTRY VENTURE AT COST 1127085 1416585 INDUSTRY VENTURE VII AT COST 140122 157548 INDUSTRY VENTURE PARTNERS HOLDINGS AT COST 2632959 4794712 LANDMARK REAL ESTATE AT COST 739268 662050 NB SECONDARY OPP AT COST 1718557 2543150 NIO INFRASTRUCTURE FEEDER FUND II AT COST 370179 459422 NIO INFRASTRUCTURE FEEDER FUND V AT COST 276924 251962 OVERLOOK PARTNERS AT COST 4064928 4166841 OWNERSHIP CAPITAL GLOBAL EQUITY FUND AT COST 6676307 6965863 PARAMETRIC AT COST 2980593 2919972 PRESERVER AT COST PRIME FINANCE III AT COST 2324980 2105658 PRIME FINANCE IV AT COST 804690 748185 SIGULER GUFF DISS OPP FUND 3 AT COST 18300 SIGULER GUFF DISS OPP FUND 4 AT COST 298756 133322 SILCHESTER INTERNATIONAL AT COST 13934484 14297585 STEPSTONE (FKA GREENSPRING) 8 AT COST 1291036 2496425 STEPSTONE (FKA GREENSPRING) 9 AT COST 2291154 3438131 TIVERTON AGRIFINANCE III AT COST 450000 429055 VISTRIA FUND (FT) AT COST 559123 625444 WELLINGTON ARCHIPELAGO PARTNERS AT COST 293176 8140374 WELLINGTON DURABLE COMPANIES AT COST 8077077 8507588 SHERIDAN ROSS 19413 19413 BCLP 18673 253 253 18420 SCHAUBLE LAW GROUP LLC 5189 5189 EXPENSES RESEARCH/POLICY/ADVOCACY 336627 39635 296992 SPONSORSHIPS/COMM/MARKETING 87151 87151 BUSINESS EXPENSES 108633 912 912 107721 CONSULTING 434209 563 563 433646 COMMISSIONED RESEARCH 391690 391690 STRATEGIC PARTNERSHIPS 1216466 1216466 COMPUTER, SOFTWARE, WEBSITES 354315 2784 2784 351531 REGISTRATION FEES 39635 39635 PASS-THROUGH ENTITIES 5408083 5408083 5408083 PASS-THROUGH ENTITIES UBTI -42534 -42534 CAMBRIDGE ASSOCIATES, LLC 320762 320762 320762 VULCAN VALUE PARTNERS, LLC 14234 14234 14234 BRECKINRIDGE CAPITAL ADVISORS, I 7136 7136 7136 WELLINGTON TRUST CO. 48382 48382 48382 KEYBANK 12144 12144 12144 PARAMETRIC 5694 5694 5694 ULTRA SHORT 18648 18648 18648 OCTOBER THREE CONSULTING 57021 570 570 56450 ACCOUNTANT CONSULTANT 66198 662 662 65536 2024 ESTIMATED EXCISE TAXES 100000 100000