ACUMEN FUND INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ACUMEN FUND INC (EIN 13-4166228)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202333199349302213
Schema version: 2022v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T07:23:56-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	80 CITY SQUARE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02129	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	134166228	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ACUMEN FUND INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ACUM	BusinessNameControlTxt
Phone	2125668821	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 WORTH STREET 303	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10013	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JACQUELINE WOO	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	2125668821	PhoneNum
Signature	2023-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JACQUELINE	PersonFirstNm
Person Last	WOO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KAREN LO	PreparerPersonNm
PTIN	P01434915	PTIN
Phone	6179129000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JACQUELINE NOVOGRATZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 WORTH STREET 303	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10013	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$64,141,384	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ACUMEN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2001	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	ACUMEN'S MISSION IS TO CHANGE THE WAY THE WORLD TACKLES POVERTY BY INVESTING IN COMPANIES, LEADERS AND IDEAS.ACUMEN'S VISION IS THAT ONE DAY EVERY HUMAN BEING WILL HAVE ACCESS TO THE CRITICAL GOODS AND SERVICES THEY NEED - INCLUDING AFFORDABLE HEALTH CARE, CLEAN ENERGY, EDUCATION, WATER & SANITATION, HOUSING, ACCESS TO FINANCIAL SERVICES, AND AGRICULTURE (INPUTS, CLIMATE RESILIENCE, AND ADAPTATION) - SO THEY HAVE THE CHOICE AND OPPORTUNITY TO TRANSFORM THEIR LIVES. THIS IS WHERE DIGNITY STARTS, NOT JUST FOR THOSE LIVING IN POVERTY BUT FOR EVERYONE ON THE PLANET.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	97	TotalEmployeeCnt
Total Volunteers	14	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$28,852,496	PYContributionsGrantsAmt
CY Contributions Grants	$59,141,180	CYContributionsGrantsAmt
PY Program Service Revenue	$3,028,714	PYProgramServiceRevenueAmt
CY Program Service Revenue	$954,784	CYProgramServiceRevenueAmt
PY Investment Income	-$1,754,763	PYInvestmentIncomeAmt
CY Investment Income	$1,345,663	CYInvestmentIncomeAmt
PY Other Revenue	$328,350	PYOtherRevenueAmt
CY Other Revenue	-$324,122	CYOtherRevenueAmt
PY Total Revenue	$30,454,797	PYTotalRevenueAmt
CY Total Revenue	$61,117,505	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,697,986	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,806,288	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$11,286,964	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$12,935,309	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,597,236	CYTotalFundraisingExpenseAmt
PY Other Expenses	$8,814,003	PYOtherExpensesAmt
CY Other Expenses	$14,128,735	CYOtherExpensesAmt
PY Total Expenses	$22,798,953	PYTotalExpensesAmt
CY Total Expenses	$28,870,332	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,655,844	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$32,247,173	CYRevenuesLessExpensesAmt
Total Assets BOY	$151,257,086	TotalAssetsBOYAmt
Total Assets EOY	$187,205,036	TotalAssetsEOYAmt
Total Liabilities BOY	$6,885,479	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,806,671	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$144,371,607	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$176,398,365	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	ACUMEN FUND, INC. IS WORKING TO CHANGE THE WAY THE WORLD TACKLES POVERTY BY INVESTING IN COMPANIES, LEADERS AND IDEAS. [SEE CONTINUATION ON SCHEDULE O]ACUMEN INVESTS PATIENT CAPITAL IN BUSINESSES THAT DELIVER CRITICAL, AFFORDABLE GOODS AND SERVICES TTO PEOPLE LIVING IN POVERTY, IMPROVING THE LIVES OF MILLIONS IN SOUTH ASIA, EAST AND WEST AFRICA, LATIN AMERICA AND THE UNITED STATES. SINCE 2001, ACUMEN HAS INVESTED $154 MILLION IN 167 SOCIAL ENTERPRISES WORKING AGRICULTURE, EDUCATION, ENERGY, FINANCIAL INCLUSION, HEALTH, HOUSING, WATER AND SANITATION, AND WORKFORCE DEVELOPMENT.ACUMEN ALSO INVESTS IN BUILDING A GLOBAL COMMUNITY OF EMERGING LEADERS WORKING TO CREATE A MORE JUST, INCLUSIVE, AND SUSTAINABLE WORLD THROUGH ACUMEN ACADEMY - THE WORLD'S SCHOOL FOR SOCIAL CHANGE - WHICH WAS LAUNCHED IN 2020 AND INCLUDES THE FELLOWS PROGRAM AND THE PREVIOUSLY NAMED +ACUMEN ONLINE COURSES.THROUGH THESE EFFORTS, ACUMEN IS WORKING TO CREATE LONG TERM, SUSTAINABLE SOLUTIONS TO POVERTY	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$13,628,383	ExpenseAmt
Grant	$1,443,092	GrantAmt
Revenue	$697,312	RevenueAmt
Desc	INVESTING AND PORTFOLIO MANAGEMENT:ACUMEN FUND, INC. ("ACUMEN") INVESTS PATIENT CAPITAL IN BUSINESS MODELS THAT DELIVER CRITICAL, AFFORDABLE GOODS AND SERVICES TO THE WORLD'S POOR, IMPROVING THE LIVES OF MILLIONS. SINCE 2001, ACUMEN HAS INVESTED IN BUSINESSES THAT PROVIDE ACCESS TO HEALTH CARE, ENERGY, EDUCATION, WATER & SANITATION, HOUSING, FINANCIAL SERVICES, AND AGRICULTURAL SERVICES TO LOW-INCOME CUSTOMERS. OUR INVESTMENTS ARE ADDRESSING THE PROBLEMS OF POVERTY IN EAST AND WEST AFRICA, SOUTH ASIA, LATIN AMERICA, AND THE UNITED STATES. ACUMEN INVESTED IN 13 NEW COMPANIES IN 2022, REACHING A CUMULATIVE $154 MILLION INVESTED IN 167 BUSINESSES SERVING PEOPLE LIVING IN POVERTY. [SEE CONTINUATION ON SCHEDULE O]ACUMEN ALSO EXITED FOUR COMPANIES RETURNING A TOTAL OF $2.2 MILLION.IN 2022, ACUMEN LAUNCHED PIONEER ENERGY INVESTMENT INITIATIVE: POWERING LIVELIHOODS USING SOLAR("PEII+"). IT IS A FIVE YEAR, $25M INITIATIVE THAT WILL INVEST IN PRODUCTIVE USE OF ENERGY (PUE) TECHNOLOGIES, TO BOOST INCOMES AND IMPROVE LIVELIHOODS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,655,828	ExpenseAmt
Grant	$350,048	GrantAmt
Revenue	$229,303	RevenueAmt
Desc	FELLOWS AND LEADERSHIP PROGRAMS:IN 2022, ACUMEN ACADEMY RAN NINE REGIONAL AND GLOBAL FELLOWSHIP PROGRAMS AND TEN ACCELERATOR PROGRAMS SERVING 318 DIVERSE PROGRAM PARTICIPANTS FROM COLOMBIA, THE UNITED KINGDOM, SPAIN, WEST AFRICA, EAST AFRICA, INDIA, PAKISTAN, BANGLADESH AND MALAYSIA; CREATED TEN ONLINE COURSES TO ENABLE 20,000+ STUDENTS TO SCALE THEIR BUSINESSES AND INCREASE THEIR IMPACT; AND PROVIDED RESOURCES AND SUPPORT TO 1334 SOCIAL ENTREPRENEURS WITHIN OUR ALUMNI COMMUNITY WHO HAVE CUMULATIVELY IMPACTED THE LIVES OF 25 MILLION PEOPLE ACROSS THE GLOBE. [SEE CONTINUATION ON SCHEDULE O]OUR GOAL IS TO CATALYZE INNOVATIVE BUSINESS MODELS THAT ADDRESS THE CHALLENGES OF POVERTY WORLDWIDE BY PROVIDING DIGNITY TO WORKERS WHILE FURTHERING ENVIRONMENTAL SUSTAINABILITY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$4,195,012	ExpenseAmt
Grant	$13,148	GrantAmt
Revenue	$28,169	RevenueAmt
Desc	IMPACT AND COMMUNICATIONS:THE GOAL OF THE IMPACT AND COMMUNICATIONS TEAMS AT ACUMEN IS TO SUPPORT THE MISSION OF CHANGING THE WAY THE WORLD TACKLES POVERTY BY SHARING THE INSIGHTS FROM OUR WORK, CATALYZING AN ENTREPRENEURIAL, MARKETS-BASED APPROACH TO SOLVING POVERTY, AND SHINING A LIGHT ON CLIMATE SOLUTIONS THAT WORK FOR EVERYONE.IN 2022, THE INSIGHTS TEAM PUBLISHED THREE MAJOR REPORTS, INCLUDING ACUMEN'S FLAGSHIP "FAILING FORWARD" REPORT, CAPTURING THE LESSONS LEARNED FROM FAILED INVESTMENTS AND SHOWING HOW ACUMEN HAS ADAPTED TO THOSE LESSONS IN ITS WORK. [SEE CONTINUATION ON SCHEDULE O]IN ADDITION, THE TEAM HELPED PUBLISH A DOZEN BLOGS AND EDITORIALS, AS WELL AS CONDUCTING 8 INTERNAL INSIGHTS SESSIONS TO IMPROVE CROSS-REGIONAL AND CROSS-FUNCTIONAL UNDERSTANDING OF ACUMEN'S WORK.IN 2022, ACUMEN PUBLISHED THE RESULTS OF A STUDY THAT ANALYZES THE SUCCESSES AND CHALLENGES OF OUR PATIENT CAPITAL WORK OVER THE PAST 20 YEARS, INVESTING AS A MEANS: 20 YEARS OF PATIENT CAPITAL.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$22,479,223	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (1)	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	70	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	97	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	CA	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	MP	ForeignCountryCd
Foreign Country	IN	ForeignCountryCd
Foreign Country	PK	ForeignCountryCd
Foreign Country	CO	ForeignCountryCd
Foreign Country	KE	ForeignCountryCd
Foreign Country	NI	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JACQUELINE WOO CHIEF FINANCIAL OFFICER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6467473958	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	40 WORTH STREET 303	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10013	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JACQUELINE NOVOGRATZ
CEO & DIRECTOR	39.50	0.50	Yes (X)	Yes (X)	$356,530	$0	$32,746
MARGO ALEXANDER
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
C HUNTER BOLL
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
KATHLEEN CHEW WAI LIN
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
STUART DAVIDSON
DIRECTOR (THRU 4/1/22)	1.00	0.00	Yes (X)		$0	$0	$0
JULIUS GAUDIO
DIRECTOR (THRU 4/1/22)	1.00	0.00	Yes (X)		$0	$0	$0
NATHAN LAURELL
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
CRISTINA LJUNGBERG
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
KIRSTEN NEVILL-MANNING
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
KAREN PATERSON
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
THULASIRAJ RAVILLA
DIRECTOR (THRU 4/1/22)	1.00	0.00	Yes (X)		$0	$0	$0
ANDREA SOROS COLOMBEL
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
HANS TAPARIA
DIRECTOR (AS OF 8/1/22)	1.00	0.00	Yes (X)		$0	$0	$0
MARK TERCEK
DIRECTOR	1.00	0.00	Yes (X)		$0	$0	$0
SHAIZA RIZAVI
BOARD CHAIR	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
CARLYLE SINGER JONES
PRESIDENT	39.00	1.00		Yes (X)	$325,418	$0	$20,999
JACQUELINE WOO
CHIEF FINANCIAL OFFICER	38.50	1.50		Yes (X)	$248,928	$0	$40,394
LYNN ROLAND
BOARD SECRETARY/GENERAL COUNSEL	25.00	15.00		Yes (X)	$244,540	$0	$40,921
WILLIAM CHARNOCK
CHIEF MARKETING OFFICER	40.00	0.00			$279,462	$0	$30,505	Yes (X)
AMRITA BHANDARI
CHIEF OF BUSINESS DEVELOPMENT	40.00	0.00			$255,799	$0	$8,077	Yes (X)
YASMINA ZAIDMAN
CHIEF OF DEV. & PARTNERSHIPS	40.00	0.00			$250,997	$0	$7,933	Yes (X)
AMON ANDERSON
DIRECTOR, ACUMEN AMERICA	40.00	0.00			$218,685	$0	$40,145	Yes (X)
CATHERINE C NANDA
DIRECTOR, ACUMEN AMERICA	40.00	0.00			$228,804	$0	$7,267	Yes (X)
JOANNA MCQUADE
DIRECTOR, TALENT	40.00	0.00			$215,445	$0	$17,724	Yes (X)
JO-ANN TAN
DIRECTOR, LEADERSHIP	40.00	0.00			$179,784	$0	$5,797	Yes (X)
MICHELLE OSORIO
INVESTMENT DIR., KAWISAFI VENTURES	0.00	40.00			$0	$254,920	$41,133		Yes (X)
ELEANOR MURPHY
DIRECTOR, LEADERSHIP	39.50	0.50			$178,049	$0	$24,529		Yes (X)
SARAH BIEBER
DIRECTOR, FUNDRAISING	40.00	0.00			$183,216	$0	$5,900		Yes (X)
SABRINA LEE ORTEGA SANCHEZ
HEAD OF BUSINESS DEV., FOUNDATIONS	40.00	0.00			$168,915	$0	$16,179		Yes (X)
ALEXANDRA TRABULSI
ASSOC. DIRECTOR, FUNDRAISING	40.00	0.00			$179,453	$0	$5,619		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,514,025	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$254,920	TotReportableCompRltdOrgAmt
Total Other Compensation	$345,868	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	25	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
EFRONT FINANCIAL SOLUTION INC
40 E 52ND STREET	NEW YORK	NY	10022	SOFTWARE DEVELOPMENT	$214,901
RSM US LLP
30 S WACKER DRIVE SUITE 3300	CHICAGO	IL	60606	ACCOUNTING SERVICES	$211,150
CENTER FOR HEALTH CARE STRATEGIES INC
300 AMERICAN METRO BLVD SUITE 125	HAMILTON TOWNSHIP	NJ	08619	HEALTH CARE STRATEGIES	$204,865
CLIMATE POLICY INITIATIVE INC
575 MARKET STREET SUITE 514	SAN FRANCISCO	CA	94105	INVESTMENT ADVISORY	$190,334
WALL STREET IT MANAGEMENT
40 WEST 37TH STREET	NEW YORK	NY	10018	IT MANAGEMENT SERVICES	$185,892

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	18	CntrctRcvdGreaterThan100KCnt
Fundraising	$880,469	FundraisingAmt
Government Grants	$1,293,662	GovernmentGrantsAmt
All Other Contributions	$56,967,049	AllOtherContributionsAmt
Noncash Contributions	$679,285	NoncashContributionsAmt
Total Contributions	$59,141,180	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM FEES	900099	$815,810	$815,810
PGM RELATED LOAN INCOME	900099	$138,974	$138,974

Field	Value	IRS element (for citing)
Total Program Service Revenue	$954,784	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$361,136	TotalRevenueColumnAmt
Exclusion	$361,136	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$3,346,890	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$2,362,363	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$984,527	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$984,527	TotalRevenueColumnAmt
Exclusion	$984,527	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$78,100	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$880,469	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$661,516	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$583,416	TotalRevenueColumnAmt
Exclusion	-$583,416	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
REIMBURSEMENT/OTHER	900099	$236,294	$236,294
PORTFOLIO DILIGENCE FEE INCOME	900099	$23,000	$23,000

Field	Value	IRS element (for citing)
Other Revenue Total	$259,294	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,117,505	TotalRevenueColumnAmt
Related Or Exempt Func Income	$954,784	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,021,541	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$338,933	TotalAmt
Program Services	$338,933	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,467,355	TotalAmt
Program Services	$1,467,355	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,056,898	TotalAmt
Program Services	$2,377,474	ProgramServicesAmt
Management And General	$425,550	ManagementAndGeneralAmt
Fundraising	$253,874	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$40,057	TotalAmt
Program Services	$40,057	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$8,127,873	TotalAmt
Program Services	$4,819,301	ProgramServicesAmt
Management And General	$975,465	ManagementAndGeneralAmt
Fundraising	$2,333,107	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$208,162	TotalAmt
Program Services	$125,475	ProgramServicesAmt
Management And General	$31,392	ManagementAndGeneralAmt
Fundraising	$51,295	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$634,754	TotalAmt
Program Services	$401,403	ProgramServicesAmt
Management And General	$85,344	ManagementAndGeneralAmt
Fundraising	$148,007	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$867,565	TotalAmt
Program Services	$573,870	ProgramServicesAmt
Management And General	$126,467	ManagementAndGeneralAmt
Fundraising	$167,228	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$173,782	TotalAmt
Program Services	$111,742	ProgramServicesAmt
Management And General	$29,334	ManagementAndGeneralAmt
Fundraising	$32,706	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$455,898	TotalAmt
Program Services	$268,182	ProgramServicesAmt
Management And General	$187,663	ManagementAndGeneralAmt
Fundraising	$53	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$219,367	TotalAmt
Program Services	$141,803	ProgramServicesAmt
Management And General	$58,306	ManagementAndGeneralAmt
Fundraising	$19,258	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,090,267	TotalAmt
Program Services	$3,372,750	ProgramServicesAmt
Management And General	$443,132	ManagementAndGeneralAmt
Fundraising	$274,385	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$128,185	TotalAmt
Program Services	$127,501	ProgramServicesAmt
Management And General	$18	ManagementAndGeneralAmt
Fundraising	$666	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$152,488	TotalAmt
Program Services	$96,798	ProgramServicesAmt
Management And General	$23,582	ManagementAndGeneralAmt
Fundraising	$32,108	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$771,940	TotalAmt
Program Services	$458,174	ProgramServicesAmt
Management And General	$231,044	ManagementAndGeneralAmt
Fundraising	$82,722	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$709,980	TotalAmt
Program Services	$476,855	ProgramServicesAmt
Management And General	$115,810	ManagementAndGeneralAmt
Fundraising	$117,315	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$311,618	TotalAmt
Program Services	$292,151	ProgramServicesAmt
Management And General	$15,825	ManagementAndGeneralAmt
Fundraising	$3,642	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$124,790	TotalAmt
Program Services	$63,273	ProgramServicesAmt
Management And General	$15,614	ManagementAndGeneralAmt
Fundraising	$45,903	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$45,081	TotalAmt
Program Services	$42,365	ProgramServicesAmt
Management And General	$1,702	ManagementAndGeneralAmt
Fundraising	$1,014	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$93,082	TotalAmt
Program Services	$55,886	ProgramServicesAmt
Management And General	$15,330	ManagementAndGeneralAmt
Fundraising	$21,866	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROV FOR PORTFOLIO LOSS	$3,942,703	$3,942,703
INTERCOMPANY PROGRAM SE	$2,719,013	$2,719,013
CORPORATE TAXES/OTHER	$184,941	$160,584	$12,270	$12,087
MISCELLANEOUS	$5,600	$5,575	$25

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,870,332	TotalAmt
Program Services	$22,479,223	ProgramServicesAmt
Management And General	$2,793,873	ManagementAndGeneralAmt
Fundraising	$3,597,236	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$403,036	BOYAmt
EOY	$548,169	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$49,888,421	BOYAmt
EOY	$60,756,429	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,223,420	BOYAmt
EOY	$32,493,939	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,319,154	BOYAmt
EOY	$2,246,013	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,062,429	BOYAmt
EOY	$1,062,429	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$288,017	BOYAmt
EOY	$314,044	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$460,618	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$329,054	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$60,500	BOYAmt
EOY	$131,564	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
EOY	$1,654,126	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$393,640	BOYAmt
EOY	$398,740	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$82,810,788	BOYAmt
EOY	$85,143,089	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$807,681	BOYAmt
EOY	$2,456,494	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$151,257,086	BOYAmt
EOY	$187,205,036	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,033,863	BOYAmt
EOY	$2,672,192	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$364,349	BOYAmt
EOY	$384,366	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,487,267	BOYAmt
EOY	$7,750,113	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,885,479	BOYAmt
EOY	$10,806,671	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$109,410,109	BOYAmt
EOY	$108,403,215	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$34,961,498	BOYAmt
EOY	$67,995,150	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$144,371,607	BOYAmt
EOY	$176,398,365	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$151,257,086	BOYAmt
EOY	$187,205,036	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$32,247,173	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$44,579	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$175,836	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,753,189	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,402,570	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,665,203	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,704,639	CurrentTaxYearMinus1YearAmt
Current Tax Year	$59,141,180	CurrentTaxYearAmt
Total	$173,666,781	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$35,753,189	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,402,570	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,665,203	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,704,639	CurrentTaxYearMinus1YearAmt
Current Tax Year	$59,141,180	CurrentTaxYearAmt
Total	$173,666,781	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$51,881,220	SubstantialContributorsTotAmt
Public Support Total170	$121,785,561	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$78,195	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$284,685	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$216,162	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$64,783	CurrentTaxYearMinus1YearAmt
Current Tax Year	$361,136	CurrentTaxYearAmt
Total	$1,004,961	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$60,770	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years	$29,290	CurrentTaxYearMinus2YearsAmt
Total	$90,060	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$272,711	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$491,207	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$833,789	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$280,350	CurrentTaxYearMinus1YearAmt
Current Tax Year	$337,394	CurrentTaxYearAmt
Total	$2,215,451	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$176,977,253	TotalSupportAmt
Public Support CY170	0.68810	PublicSupportCY170Pct
Public Support PY170	0.79480	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER FEES/INCOME - 2018 AMOUNT: $ 2,407. 2022 AMOUNT: $ 78,100. REIMBURSEMENT/OTHER - 2018 AMOUNT: $ 65,133. 2019 AMOUNT: $ 41,207. 2020 AMOUNT: $ 8,096. 2021 AMOUNT: $ 280,350. 2022 AMOUNT: $ 236,294. EARLY TERMINATION FEE - 2018 AMOUNT: $ 205,171. DEVELOPMENT COST REIMBURSEMENT - 2019 AMOUNT: $ 450,000. 2020 AMOUNT: $ 825,693. DILIGENCE FEE INCOME - 2022 AMOUNT: $ 23,000.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$40,535	OtherCostOrOtherBasisAmt
Depreciation	$28,110	DepreciationAmt
Book Value	$12,425	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$101,608	OtherCostOrOtherBasisAmt
Depreciation	$106,476	DepreciationAmt
Book Value	-$4,868	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$318,475	OtherCostOrOtherBasisAmt
Depreciation	$194,468	DepreciationAmt
Book Value	$124,007	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$131,564	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (13 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PROGRAM RELATED DEBT INVESTMENTS - CENTRAL AMERICA AND THE CARRIBEAN	$168,750	C
PROGRAM RELATED DEBT INVESTMENTS - EUROPE	$1,700,000	C
PROGRAM RELATED DEBT INVESTMENTS - NORTH AMERICA	$4,819,749	C
PROGRAM RELATED DEBT INVESTMENTS - SUB-SAHARAN AFRICA	$2,500,000	C
PROGRAM RELATED DEBT INVESTMENTS - S.ASIA	$1,302,833	C
PROGRAM RELATED DEBT INVESTMENTS - LATIN AMERICA	$1,715,514	C
PROGRAM RELATED EQUITY INVESTMENTS - NORTH AMERICA	$25,916,344	C
PROGRAM RELATED EQUITY INVESTMENTS - SUB-SAHARAN AFRICA	$4,358,275	C
PROGRAM RELATED EQUITY INVESTMENTS - S.ASIA	$17,354,865	C
PROGRAM RELATED EQUITY INVESTMENTS - LATIN AMERICA	$3,236,994	C
PROGRAM RELATED EQUITY INVESTMENTS - EUROPE	$2,607,146	C
PROGRAM RELATED PARTNERSHIP INVESTMENTS - NORTH AMERICA	$2,399,042	C
PROGRAM RELATED PARTNERSHIP INVESTMENTS - SUB-SAHARAN AFRICA	$17,063,577	C

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$85,143,089	TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
RETURNABLE GRANT CAPITAL	$5,819,399
LEASE LIABILITY	$1,930,714

Field	Value	IRS element (for citing)
Total Liability	$7,750,113	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	ACUMEN IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME EARNED IN FURTHERANCE OF THESE ENTITIES' TAX-EXEMPT PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. AS SUCH, NO PROVISION FOR INCOME TAX EXPENSE HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. ACUMEN HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS WHICH MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, ACUMEN IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE OF THE RESPECTIVE RETURNS.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
SOUTH ASIA	2	20	PROGRAM SERVICES	PORTFOLIO MGMT, LEADERSHIP, IMPACT & COMMS	$824,997
SUB-SAHARAN AFRICA	2	26	PROGRAM SERVICES	PORTFOLIO MGMT, LEADERSHIP, IMPACT & COMMS	$2,978,355
LATIN AMERICA	1	20	PROGRAM SERVICES	PORTFOLIO MGMT, LEADERSHIP, IMPACT & COMMS	$1,325,247
EUROPE	1	20	PROGRAM SERVICES	PORTFOLIO MGMT, LEADERSHIP, IMPACT & COMMS	$1,901,613
NORTH AMERICA	0	1	PROGRAM SERVICES	LEADERSHIP PROGRAM	$259,723
SOUTH ASIA			PROGRAM RELATED INVESTMENT		$18,657,699
SUB-SAHARAN AFRICA			PROGRAM RELATED INVESTMENT		$23,921,852
LATIN AMERICA			PROGRAM RELATED INVESTMENT		$4,952,508
EUROPE			PROGRAM RELATED INVESTMENT		$4,307,146
NORTH AMERICA			PROGRAM RELATED INVESTMENT		$2,025,548
CENTRAL AMERICA AND THE CARIBBEAN			PROGRAM RELATED INVESTMENT		$168,750
SOUTH ASIA			GRANT MAKING	TA GRANTS	$219,960
SUB-SAHARAN AFRICA			GRANT MAKING	TA GRANTS	$1,028,665
LATIN AMERICA			GRANT MAKING	TA GRANTS	$125,550
EUROPE			GRANT MAKING	TA GRANTS	$91,259
EAST ASIA AND THE PACIFIC			GRANT MAKING	TA GRANTS	$1,504
NORTH AMERICA			GRANT MAKING	TA GRANTS	$417

Field	Value	IRS element (for citing)
Subtotal Offices	6	SubtotalOfficesCnt
Subtotal Employees	87	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	6	TotalOfficeCnt
Total Employee	87	TotalEmployeeCnt
Subtotal Spent	$54,821,994	SubtotalSpentAmt
Continuation Spent	$7,968,799	ContinuationSpentAmt
Total Spent	$62,790,793	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (22 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
SUB-SAHARAN AFRICA	PROVIDE LOCAL EMPLOYMENT OPPORTUNITIES TO LOW INCOME SIERRA LEONEANS THROUGH MANUFACTURING OF SANITARY PAPER PRODUCTS AND CONSTRUCTION SUPPLIES	$10,000	WIRE TRANSFER	$0
SOUTH ASIA	SUPPORT YEAR THREE OF ACUMEN ACADEMY BANGLADESH	$35,000	WIRE TRANSFER	$0
SUBSAHARAN AFRICA	FOR PEER FUND FACILITY	$25,000	WIRE TRANSFER	$0
LATIN AMERICA	START A SCHOOL TO TEACH WORKERS ABOUT THE REPAIR AND MANUFACTURING OF MUSICAL INSTRUMENTS	$50,000	WIRE TRANSFER	$0
LATIN AMERICA	FINANCING THE OPERATIONAL EXPENSES OF DATA COLLECTION AND PROMOTIONAL ACTIVITIES FOR THE SUSTAINABLE COFFEE BUYERS GUIDE	$22,100	WIRE TRANSFER	$0
LATIN AMERICA	PLATFORM DEVELOPMENT	$50,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	BUILD AN ADDITIONAL BASIC GREEN INFRASTRUCTURE IN A NEIGHBORHOOD IN THE KAKUMA REFUGEE CAMP	$6,000	WIRE TRANSFER	$0
EUROPE	FINANCE THE DEPLOYMENT OF A BUSINESS INTELLIGENCE SYSTEM IN ORDER TO MANAGE THE GROWTH OF ITS CUSTOMERS	$26,420	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	ACQUIRING AND DEPLOYING SELF-VERIFYING STORAGE COCOONS FOR THE FINAL OUTDOOR STORAGE OF COCOA BEANS PRIOR TO EXPORT	$7,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	FOR TESTING DIFFERENT BUSINESS MODELS AND RECRUITING	$50,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	SUPPORT THE ADOPTION OF LARGE PRODUCTIVE USE SOLAR ASSETS IN FORCED DISPLACED COMMUNITIES IN UGANDA	$6,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	SETUP A FACILITY IN RWAMWANJA REFUGEE SETTLEMENT	$25,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	SALES AND MARKETING INNOVATION	$25,000	WIRE TRANSFER	$0
EUROPE	SUPPORT THE DESIGN A GENDER ACTION PLAN	$36,000	WIRE TRANSFER	$0
SOUTH ASIA	DEVELOP TECHNOLOGY FOR VOCATIONAL SKILL TRAINING TO UNDERPRIVILEGED YOUTH AND WOMEN	$150,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	HIRE THE REQUIRED LEGAL COUNSEL TO SUPPORT THE REVIEW AND NEGOTIATION OF LEGAL DOCUMENTS	$9,500	WIRE TRANSFER	$0
EUROPE	INVESTMENT IN TECHNOLOGY AND TALENT ACQUISITION	$50,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	CREATE EFFICIENCIES IN GRAIN PRODUCTION IN REFUGEE HOSTING AREAS	$25,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	ENGAGE A CONSULTANT FOR A GENDER ACTION PLAN	$32,424	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	HIRE A FIRM FOR CFO SERVICES	$8,000	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	IMPROVE USER ENGAGEMENT OF THEIR MOBILE APP AND HIRE A SHORT TERM CONSULTANT TO DEVELOP STUDENT AND TUTOR ASSESSMENTS	$6,500	WIRE TRANSFER	$0
SUB-SAHARAN AFRICA	TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES	$784,339	WIRE TRANSFER	$0

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	18	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Type Of Assistance	GRANT AWARDS FOR 2022 PAKISTAN AGRI ACCELERATOR	TypeOfAssistanceTxt
Region	SOUTH ASIA	RegionTxt
Recipient	2	RecipientCnt
Cash Grant	$25,000	CashGrantAmt
Manner Of Cash Disbursement	WIRE TRANSFER	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	THE ORGANIZATION MAKES LARGE GRANTS TO ITS RELATED ENTITIES TO FUND THEIR OPERATIONS, THE ACTIVITIES OF WHICH ARE MONITORED BY THE ORGANIZATION. ACUMEN MONITORS THE ACTIVITY OF ITS RELATED ENTITIES BY ANALYZING EXPENDITURES AND COMPARING ACTUAL PERFORMANCE TO BUDGETED AMOUNTS, AND BY MAINTAINING DIRECT OVERSIGHT OF THE ACTIVITIES CONDUCTED AND EXPENDITURES INCURRED. OUR AFFILIATES IN PAKISTAN, INDIA, KENYA, AND NIGERIA HAVE INDEPENDENT AUDITS. IN ADDITION TO THE AUDIT, OUR CENTRAL OFFICE FINANCE DEPARTMENT IN NEW YORK HAS OVERSIGHT OF THE COUNTRY OFFICES' SPENDING. INVESTMENTS IN THIRD PARTIES ARE PRIMARILY DEBT OR EQUITY INVESTMENTS. OUTRIGHT GRANTS FOR USE BY A THIRD PARTY IS A PART OF PROGRAMMATIC SPEND, BUT GENERALLY NOT AS LARGE A COMPONENT COMPARED TO INVESTMENTS MADE. FOR ANY PROGRAM-RELATED INVESTMENTS, THE ORGANIZATION REQUIRES REGULAR SOCIAL IMPACT, FINANCIAL AND OPERATIONAL REPORTING, TYPICALLY MAINTAINS A VOTING OR OBSERVER SEAT ON THE INVESTEE COMPANY BOARD AND CONDUCTS AT LEAST ANNUAL REVIEWS OF THE PROGRESS OF THE PROGRAM. FOR ANY GRANTS TO THIRD PARTIES, A GRANT AGREEMENT IS DRAFTED OUTLINING THE SPECIFIC PURPOSE OF THE GRANT, TERMS AND CONDITIONS FOR THE USE OF GRANT MONEY. GRANT FUNDS ARE DISBURSED ONLY AFTER THE GRANTEES SIGN THE GRANT AGREEMENT. DEPENDING UPON THE AMOUNT AND TERM OF GRANT, THE GRANTEES ARE REQUIRED TO MAINTAIN DETAILED RECORDS OF THE USE OF THE GRANT AND PROVIDE PERIODIC REPORTS TO ACUMEN. THE PROGRAM STAFF WILL REVIEW THE GRANTEE REPORTS TO ENSURE COMPLIANCE. ACUMEN PROGRAM STAFF DILIGENTLY SCREENS THE PROSPECTIVE GRANTEES' TRACK RECORDS AND REPUTATIONS BEFORE AWARDING ANY GRANT, AND WHERE A NEW FUNDING RELATIONSHIP EXISTS, SCREENS GRANT RECIPIENTS AGAINST WATCH LISTS SUCH AS SANCTIONS, SPECIALLY DESIGNATED NATIONALS AND BLOCKED PERSONS, ANTI-CORRUPTION AND ANTI-MONEY LAUNDERING LISTS. THROUGHOUT THE GRANT TERM, THE PROGRAM STAFF INTERACTS WITH THE GRANTEE ORGANIZATION TO UNDERSTAND THE PROGRESS THE ORGANIZATION IS MAKING BY USE OF THE GRANT FUNDS. THEY ALSO REVIEW PERIODIC REPORTS SUBMITTED BY THE GRANTEE TO ENSURE PROPER UTILIZATION OF GRANT FUNDS BY THE GRANTEE. GRANT AGREEMENTS OFTEN REQUIRE THE RIGHT TO INSPECT AND AUDIT THE RECORDS OF THE GRANTEE REGARDING PROPER USE OF FUNDS. THE GRANT AGREEMENT SIGNED BY THE GRANTEE TYPICALLY STATES THAT ALL OR ANY PORTION OF GRANT FUNDS USED IN A MANNER OR PURPOSE OTHER THAN THOSE DESCRIBED IN THE GRANT AGREEMENT MUST BE RETURNED TO ACUMEN.
PART I, LINE 3:	PROGRAM-RELATED INVESTMENTS: THE ORGANIZATION HAS A COMPLEX FINANCIAL STRUCTURE THAT IS NOT EASILY SHOWN IN THE FORM 990. TO BETTER UNDERSTAND THE INFORMATION BEING PROVIDED, THE READER SHOULD APPROACH THE FINANCIAL STATEMENTS WITH TWO KEY PIECES OF INFORMATION IN MIND. FIRST, ACUMEN OPERATES PRIMARILY AS A TRADITIONAL NON-PROFIT IN THAT IT RECEIVES CONTRIBUTION REVENUE AND HAS ONGOING OPERATING EXPENSES FOR BOTH PROGRAM WORK AND ADMINISTRATIVE COSTS EACH YEAR. SECONDLY, AND UNLIKE ALMOST ALL OTHER CHARITIES, ACUMEN INVESTS A SUBSTANTIAL PORTION OF ITS ASSETS IN ENTREPRENEURIAL ORGANIZATIONS OPERATING DOMESTICALLY OR IN DEVELOPING COUNTRIES. THESE INVESTMENTS WOULD INCLUDE SUPPORTING CONTRIBUTIONS TO RELATED ENTITIES AND PROGRAM-RELATED INVESTMENTS TO THIRD PARTIES AS PART OF ACUMEN'S CHARITABLE WORK. IN SUM, THESE ACTIVITIES ARE SHOWN IN PARTS I AND II OF SCHEDULE F. THEY ARE ALSO INCLUDED ON FORM 990 PART X LINE 13, WHICH SHOWS THE ORGANIZATION'S TOTAL CUMULATIVE OUTSTANDING BALANCE OF PROGRAM-RELATED INVESTMENTS. ACUMEN PUTS ITS RESOURCES INTO THESE INVESTEE ORGANIZATIONS AS PROGRAMMATIC INVESTMENTS AND ATTEMPTS TO NURTURE THEM UNTIL THEY THRIVE (OR FAIL), PROVIDING MULTIPLE BENEFITS TO CUSTOMERS SERVED - TYPICALLY THE POOREST POPULATIONS WHO LIVE ON LESS THAN A FEW DOLLARS PER DAY. THE ACCOUNTING METHOD USED TO ACCOUNT FOR EXPENDITURES IS THE ACCRUAL METHOD.
PART III ACCOUNTING METHOD:
PART IV, LINE 1, 3, AND LINE 5:	THE ORGANIZATION IS REQUIRED TO FILE FORMS, 926, 5471, AND FORM 8865.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	IMAGINE DIGNITY EVENT	Event1Nm
Gross Receipts Event1	$958,569	GrossReceiptsEvent1Amt
Charitable Contri Event1	$880,469	CharitableContriEvent1Amt
Gross Revenue Event1	$78,100	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$136,033	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$121,733	FoodAndBeverageEvent1Amt
Entertainment Event1	$21,383	EntertainmentEvent1Amt
Other Direct Expenses Event1	$382,367	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$958,569	GrossReceiptsTotalAmt
Charitable Contributions Tot	$880,469	CharitableContributionsTotAmt
Gross Revenue Total Events	$78,100	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$136,033	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$121,733	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$21,383	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$382,367	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$661,516	DirectExpenseSummaryEventsAmt
Net Income Summary	-$583,416	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
ACUMEN LATAM CAPITAL PARTNERS LLC - ALIVE
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	822358039	$20,000	$0	TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES
HANDSOME APP INC
823 CONGRESS AVENUE STE 150 1194	AUSTIN	TX	78701	830988915	$18,000	$0	TO LAUNCH A PILOT TO TEST IF THE HANDSOME PLATFORM CAN GENERATE NEW INCOME OPPORTUNITIES FOR THE BEAUTY AND BARBER INDUSTRIES
ACUMEN CAPITAL PARTNERS LLC
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	320450985	$300,000	$0	TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES

Field	Value	IRS element (for citing)
Total Other Org	3	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	IN ALL CASES, THE ORGANIZATION HAS A THOROUGH UNDERSTANDING OF THE WORK BEING UNDERTAKEN AND A FAMILIARITY WITH THE GRANTEE UNDERTAKING THE WORK. FOLLOW UP MONITORING IS PERFORMED BY VERBAL CHECK-INS, PERIODIC PROGRESS REPORTS, AND FINAL WRITTEN GRANT PERFORMANCE REPORTS AT THE CONCLUSION OF THE GRANT PERIOD.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JACQUELINE NOVOGRATZ
CEO & DIRECTOR	$327,280	$0	$29,250	$0	$0	$0	$10,871	$0	$21,875	$0	$389,276	$0	$0	$0
CARLYLE SINGER JONES
PRESIDENT	$300,668	$0	$24,750	$0	$0	$0	$9,827	$0	$11,172	$0	$346,417	$0	$0	$0
WILLIAM CHARNOCK
CHIEF MARKETING OFFICER	$256,611	$0	$22,851	$0	$0	$0	$8,561	$0	$21,944	$0	$309,967	$0	$0	$0
MICHELLE OSORIO
INVESTMENT DIR., KAWISAFI VENTURES	$0	$201,920	$0	$53,000	$0	$0	$0	$7,950	$0	$33,183	$0	$296,053	$0	$0
JACQUELINE WOO
CHIEF FINANCIAL OFFICER	$225,229	$0	$23,699	$0	$0	$0	$7,740	$0	$32,654	$0	$289,322	$0	$0	$0
LYNN ROLAND
BOARD SECRETARY/GENERAL COUNSEL	$217,490	$0	$27,050	$0	$0	$0	$7,628	$0	$33,293	$0	$285,461	$0	$0	$0
AMRITA BHANDARI
CHIEF OF BUSINESS DEVELOPMENT	$230,200	$0	$25,599	$0	$0	$0	$7,674	$0	$403	$0	$263,876	$0	$0	$0
YASMINA ZAIDMAN
CHIEF OF DEV. & PARTNERSHIPS	$227,100	$0	$23,897	$0	$0	$0	$7,530	$0	$403	$0	$258,930	$0	$0	$0
AMON ANDERSON
DIRECTOR, ACUMEN AMERICA	$192,090	$0	$26,595	$0	$0	$0	$6,852	$0	$33,293	$0	$258,830	$0	$0	$0
CATHERINE C NANDA
DIRECTOR, ACUMEN AMERICA	$201,900	$0	$26,904	$0	$0	$0	$6,864	$0	$403	$0	$236,071	$0	$0	$0
JOANNA MCQUADE
DIRECTOR, TALENT	$195,768	$0	$19,677	$0	$0	$0	$6,527	$0	$11,197	$0	$233,169	$0	$0	$0
ELEANOR MURPHY
DIRECTOR, LEADERSHIP	$161,291	$0	$16,758	$0	$0	$0	$5,501	$0	$19,028	$0	$202,578	$0	$0	$0
SARAH BIEBER
DIRECTOR, FUNDRAISING	$166,300	$0	$16,916	$0	$0	$0	$5,497	$0	$403	$0	$189,116	$0	$0	$0
JO-ANN TAN
DIRECTOR, LEADERSHIP	$166,600	$0	$13,184	$0	$0	$0	$5,394	$0	$403	$0	$185,581	$0	$0	$0
SABRINA LEE ORTEGA SANCHEZ
HEAD OF BUSINESS DEV., FOUNDATIONS	$149,434	$0	$19,481	$0	$0	$0	$5,171	$0	$11,008	$0	$185,094	$0	$0	$0
ALEXANDRA TRABULSI
ASSOC. DIRECTOR, FUNDRAISING	$163,800	$0	$15,653	$0	$0	$0	$5,384	$0	$235	$0	$185,072	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 7	FormAndLineReferenceDesc
Explanation	ACUMEN OFFERS A DISCRETIONARY PERFORMANCE-BASED BONUS FOR ITS EMPLOYEES WITH GUIDELINES SET BY THE MANAGEMENT COMMITTEE AND AGREED BY THE BOARD. BONUSES ARE REFLECTIVE OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE WHICH PROVIDES COLLECTIVE ACCOUNTABILITY (INCREASING BY LEVEL), FOSTERS INCREASED COLLABORATION AND PROBLEM-SOLVING. THE ORGANIZATIONAL COMPONENT OF THE BONUS IS RECOMMENDED BY THE MANAGEMENT COMMITTEE TO THE COMPENSATION COMMITTEE, BASED ON ACHIEVEMENT OF ANNUAL GOALS (WHICH ARE DETERMINED AT THE END OF THE PRIOR YEAR AND APPROVED BY THE BOARD), THEN REVIEWED BY THE COMPENSATION COMMITTEE AND ULTIMATELY APPROVED BY THE BOARD. EACH INDIVIDUAL'S SUPERVISOR DETERMINES THE INDIVIDUAL RATING BASED ON PERFORMANCE AGAINST INDIVIDUAL GOALS, AND THE DIRECTOR OF TALENT AND RESPECTIVE MANAGEMENT COMMITTEE MEMBER APPROVES THE RATINGS. BONUSES WERE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	14	ContributionCnt
Noncash Contributions Rpt F990	$679,285	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION IS REPORTING THE NUMBER OF GIFTS IN PART I, COLUMN (B) OF SCHEDULE M.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	THE ORGANIZATION UTILIZES ADP TOTALSOURCE, A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO"). AS A PROFESSIONAL EMPLOYER ORGANIZATION, TOTALSOURCE PROVIDES PROFESSIONAL EMPLOYER SERVICES TO ACUMEN FUND, INC. (ACUMEN). IN THE PEO RELATIONSHIP, TOTALSOURCE AND ACUMEN SHARE CERTAIN RESPONSIBILITIES AND ALLOCATE OTHER EMPLOYER RESPONSIBILITIES BETWEEN EACH OTHER. ACUMEN REMAINS AN EMPLOYER OF THE WORKSITE EMPLOYEES AND TOTALSOURCE IS A CO-EMPLOYER OF ACUMEN'S EMPLOYEES. ACUMEN HAS: - DIRECTION AND CONTROL OVER EMPLOYEES AS IS NECESSARY TO CONDUCT ITS BUSINESS, DISCHARGE ANY FIDUCIARY RESPONSIBILITY IT MAY HAVE, OR COMPLY WITH ANY APPLICABLE LICENSURE, REGULATORY OR STATUTORY REQUIREMENT OF ACUMEN. - CONTROL OVER THE DAY TO DAY JOB DUTIES OF EMPLOYEES AND OVER THE JOB SITES AT WHICH, OR FROM WHICH EMPLOYEES PERFORM SERVICES TOTALSOURCE RESERVES A RIGHT OF DIRECTION AND CONTROL OVER EMPLOYEES AS IS NECESSARY TO FULFILL ITS OBLIGATIONS AND PROVIDE ITS SERVICES UNDER AN AGREEMENT BETWEEN ACUMEN AND TOTALSOURCE. TOTALSOURCE AND ACUMEN HAVE A RIGHT TO HIRE, DISCIPLINE, AND TERMINATE EMPLOYEES AS TO EACH ONE'S EMPLOYMENT RELATIONSHIP WITH EMPLOYEES. THE TOTAL AMOUNT OF SERVICE FEE PAID TO ADP TOTALSOURCE FOR THE TAX YEAR ENDING 12/31/22 IS $180,706.
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION'S FINANCE STAFF MEMBERS PREPARE THE FORM 990 IN CONJUNCTION WITH THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. SEVERAL SENIOR MANAGEMENT AND INTERNAL LEGAL STAFF MEMBERS REVIEW THE INFORMATION AND A DRAFT FORM 990 IS CIRCULATED ELECTRONICALLY BY E-MAIL TO THE BOARD OF DIRECTORS. AFTER SOLICITING THE BOARD'S FEEDBACK AND COMMENTS, THE FORM 990 IS E-FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH IS ANNUALLY MONITORED, REQUIRING ALL OF THE ORGANIZATION'S OR ITS AFFILIATES' BOARD MEMBERS, MEMBERS OF THE INVESTMENT COMMITTEE, OFFICERS, KEY EMPLOYEES, AND EACH OF THEIR RESPECTIVE RELATIVES TO DISCLOSE ANY FINANCIAL INTEREST THAT MAY BE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST TO THE GENERAL COUNSEL, SUBJECT TO REVIEW BY THE AUDIT & FINANCE COMMITTEE OF THE BOARD. SUCH DISCLOSURES INVOLVING A TRANSACTION OR ARRANGEMENT ARE REVIEWED BY THE GENERAL COUNSEL, WITH OVERSIGHT BY THE PRESIDENT, AND, IF OVER A CERTAIN THRESHOLD, REFERRED TO THE AUDIT & FINANCE COMMITTEE TO DETERMINE APPROPRIATE ACTION TO BE TAKEN TO ADDRESS THE CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT. THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS REQUIRED TO DISCLOSE THE CONFLICT AND RECUSE HIM/HERSELF FROM THE DISCUSSION AND NOT BE PRESENT DURING ANY DELIBERATION OR VOTE ON MATTERS WHERE HE/SHE HAS AN ACTUAL CONFLICT. A DISINTERESTED PERSON MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND THE AUDIT & FINANCE COMMITTEE SHALL DETERMINE IF ACUMEN CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, AND IF NOT, IF THE TRANSACTION OR ARRANGEMENT IS IN ACUMEN'S BEST INTEREST FOR ITS OWN BENEFIT AND FAIR AND REASONABLE. ADDITIONALLY, THE ORGANIZATION REQUIRES ALL SUCH INDIVIDUALS TO PROMPTLY AND FULLY DISCLOSE ALL MATERIAL FACTS OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT MAY EXIST AT THE TIME OF HIRE OR APPOINTMENT, AS APPLICABLE, AND AS THEY MAY ARISE WHILE THE INDIVIDUAL IS SERVING OR EMPLOYED IN SUCH CAPACITY BY THE ORGANIZATION. SUCH DISCLOSURES ARE REVIEWED BY THE GENERAL COUNSEL, WITH OVERSIGHT BY THE PRESIDENT AND/OR OTHER MEMBERS OF SENIOR MANAGEMENT, AND THE AUDIT & FINANCE COMMITTEE, WHERE APPROPRIATE, TO DETERMINE APPROPRIATE ACTION TO BE TAKEN, WHICH, IF ADVISABLE, MAY INCLUDE INFORMATION FIREWALLS, OVERSIGHT BY DISINTERESTED PERSONS AND/OR DISCOURAGEMENT OF THE ACTIVITY.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION ANNUALLY REVIEWS COMPARABLE COMPENSATION DATA FOR ITS NON-PROFIT PEER GROUP AND SIMILAR ORGANIZATIONS IN THE FOR-PROFIT PRIVATE SECTOR. ACUMEN TALENT FOCUSES THE REVIEW ON 2-3 OFFICES AND ROTATES THE REVIEW EVERY YEAR. ACUMEN TALENT BENCHMARKS AGAINST THESE COMPARATIVE FIGURES WHEN SETTING COMPENSATION FOR ITS CHIEF EXECUTIVE OFFICER AND PRESIDENT. THE ORGANIZATION WILL ALSO CONSIDER JOB PERFORMANCE WHEN EVALUATING CEO COMPENSATION. THE COMPENSATION COMMITTEE RECOMMENDS AND THEN THE BOARD OF DIRECTORS DISCUSSES AND APPROVES, IN EXECUTIVE SESSION, THE COMPENSATION INFORMATION AND DETERMINES THE CEO AND PRESIDENT'S SALARIES. THE COMPENSATION COMMITTEE IS COMPOSED SOLELY OF BOARD MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST IN DETERMINING THE SALARY OF THE CEO. ANY BOARD MEMBERS WHO ARE CONFLICTED IN DETERMINING THE CEO'S COMPENSATION ARE RECUSED FROM THE PORTION OF THE MEETING WHERE THE CEO'S COMPENSATION IS DISCUSSED AND DETERMINED. MINUTES DOCUMENTING BOTH THE ACTIVITIES AND ACTIONS OF THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS, INCLUDING THE MATERIALS THEY USED IN EVALUATING COMPENSATION, ARE TAKEN AND RETAINED CONTEMPORANEOUSLY. THE CEO, IN CONSULTATION WITH THE PRESIDENT AND DIRECTOR OF TALENT, DETERMINES SALARIES OF THE OTHER MEMBERS OF SENIOR MANAGEMENT OF THE ORGANIZATION USING THE SAME PROCESSES AS DESCRIBED ABOVE.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION POSTS ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS ON ITS PUBLICLY ACCESSIBLE WEBSITE WWW.ACUMEN.ORG. CURRENT YEAR INFORMATION IS POSTED AS IT BECOMES AVAILABLE AND TWO PRIOR YEAR'S RESULTS ARE MAINTAINED ONLINE. THE ORGANIZATION ALSO PROVIDES ITS INFORMATION TO CHARITY NAVIGATOR AND GUIDESTAR.ORG. PUBLIC INFORMATION ABOUT ACUMEN IS AVAILABLE ON THE WEBSITE OF THE NYS ATTORNEY GENERAL CHARITIES BUREAU, AS WELL AS UPON REQUEST. THE FORM 1023 IS MADE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON SPECIFIC REQUEST, AND A SUMMARY OF THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE FORM 990. THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA A LINK ON OUR WEBSITE TO THE PROFILE ON GUIDESTAR.
FORM 990, PART IX, LINE 11G	MEMBERSHIP FEES: PROGRAM SERVICE EXPENSES 33,450. MANAGEMENT AND GENERAL EXPENSES 14,320. FUNDRAISING EXPENSES 16,979. TOTAL EXPENSES 64,749. CONSULTANT: PROGRAM SERVICE EXPENSES 3,200,028. MANAGEMENT AND GENERAL EXPENSES 138,744. FUNDRAISING EXPENSES 257,163. TOTAL EXPENSES 3,595,935. TRAINING: PROGRAM SERVICE EXPENSES 132,675. MANAGEMENT AND GENERAL EXPENSES 290,068. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 422,743. RECRUITING: PROGRAM SERVICE EXPENSES 6,597. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 243. TOTAL EXPENSES 6,840.
FORM 990, PART XI, LINE 9:	FOREIGN CURRENCY TRANSLATION LOSS -60,977. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -114,859.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
ACUMEN CAPITAL MARKET INVESTMENTS LLC
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	364796906	CARRY VEHICLE	DE	$0	$0	ACUMEN CAPITAL PARTNERS LLC
ACUMEN RESILIENT AGRICULTURE CAPITAL INVESTMENTS LLC
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	831263292	CARRY VEHICLE	DE	$0	$0	ACUMEN CAPITAL PARTNERS LLC
ACUMEN CAPITAL PARTNERS (ARAF) LTD
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	981546121	FUND MANAGER		$68,128	$253,117	ACUMEN CAPITAL PARTNERS LLC	KE
ACUMEN CAPITAL PARTNERS (EA) LIMITED
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	981551441	FUND MANAGER		$21,148	$229,979	ACUMEN CAPITAL PARTNERS LLC	KE
ACUMEN AMERICA LLC
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	921001569	INVESTING IN SOCIAL ENTERPRISES	DE	$0	$0	ACUMEN FUND INC
KAWISAFI II CAPITAL INVESTMENTS LLC
40 WORTH STREET SUITE 303	NEW YORK	NY	10013	934395532	CARRY VEHICLE	DE	$0	$0	ACUMEN CAPITAL PARTNERS LLC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Foreign PostalForeignAddress/ForeignPostalCd
ACUMEN (PAKISTAN)
11 - C 4TH FL 1ST COMMERCIAL LAN	KARACHI	PK	INVESTING IN SOCIAL ENTERPRISES	PK	501(C)(3)	ACUMEN FUND INC	Yes (1)
ACUMEN FUND CANADA
700 WEST GEORGIA STREET 25TH FLOOR	VANCOUVER	CA	ALLEVIATE POVERTY	CA	501(C)(3)	ACUMEN FUND INC	Yes (1)	V7Y 1B3
AF TRUST
201 DHEERAJI PLAZA HILL ROAD BAN	MUMBAI	IN	LEADERSHIP	IN	501(C)(3)	ACUMEN FUND INC	Yes (1)	400050
ACUMEN FUND WEST AFRICA LTDGTE
PLOT 18 SIKIRU ALADE OLOKO CRESCENT	LAGOS	NI	INVESTING IN SOCIAL ENTERPRISES	NI	501(C)(3)	ACUMEN FUND INC	Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd
KAWISAFI VENTURES LTD
C/O OCORIAN CORPORATE SERVICES MAUR	CYBER CITY	EBENE	MP	320466550	INVESTING IN SOCIAL ENTERPRISES	MP	ACUMEN CAPITAL PARTNERS LLC	RELATED	$121,556	$13,968,179	0	Yes (1)	0.28540
ACUMEN LATIN AMERICA EARLY GROWTH FUND LP
				981364491	INVESTING IN SOCIAL ENTERPRISES	CA	ACUMEN CAPITAL MARKETS LATIN AMERICA EARLY GROWTH LLC	RELATED	-$92,843	$643,249	0	Yes (1)	0.03360	40 WORTH STREET SUITE 303	NEW YORK	NY	10013
ACUMEN CAPITAL MARKETS LATIN AMERICA EARLY GROWTH LLC
				820973614	INVESTING IN SOCIAL ENTERPRISES		ACUMEN CAPITAL PARTNERS LLC	RELATED			0	Yes (1)		40 WORTH STREET SUITE 303	NEW YORK	NY	10013	DE
ACUMEN RESILIENT AGRICULTURE FUND LP
				981496984	INVESTING IN SOCIAL ENTERPRISES	CA	ACUMEN CAPITAL PARTNERS LLC	RELATED	$20,451	$844,584	0	Yes (1)	0.03490	40 WORTH STREET SUITE 303	NEW YORK	NY	10013

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd	Province Or StateForeignAddress/ProvinceOrStateNm
ACUMEN FUND ADVISORY SERVICES INDIA PVT LTD
203 DHEERAJ PLAZA HILL ROAD BANDRA	MUMBAI	IN	400050	ADVISORY SERVICES	IN	ACUMEN FUND INC	C	$20,329	$748,448	0.99990	Yes (1)
ACUMEN CAPITAL PARTNERS LLC
				FUND MANAGER		ACUMEN FUND INC	C	$4,846,636	$5,066,381	1.00000	Yes (1)	40 WORTH STREET STE 303	NEW YORK	NY	10013	320450985	DE
ACUMEN CAPITAL HOLDING LLC
				HOLDING COMPANY		ACUMEN FUND INC	C	$2,296	$801,785	1.00000	Yes (1)	40 WORTH STREET STE 303	NEW YORK	NY	10013	820758236	DE
UNDER THE MANGO TREE
A 412 BYCULLA SERVICE INDUSTRIES C	MUMBAI	IN		BEEKEEPING	IN	ACUMEN FUND INC	C	-$56,522	$33,584	0.82140	Yes (1)
ACUMEN EA ADVISORY SERVICES LTDGTE
3RD FLOOR ABC TOWERS WAIYAKI WAY	NAIROBI	KE		ADVISORY SERVICES	KE	ACUMEN FUND INC	C	$2,074,412	$888,921	1.00000	Yes (1)
ACUMEN EAST AFRICA INSTITUTE LIMITED
3RD FLOOR ABC TOWERS WAIYAKI WAY	NAIROBI	KE		NO ACTIVITY	KE	ACUMEN FUND INC	C			1.00000	Yes (1)
ACUMEN FUND ADVISORY LLP
S NO 2/1/5 ARCHWAY FL 301 SOPAN BA	PUNE	IN	411045	INVESTING ADVISORY SERVICES	IN	ACUMEN FUND INC	C	$610,680	$203,338	1.00000	Yes (1)							MAHARASHTRA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (10 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ACUMEN FUND WEST AFRICA LTDGTE
B	$784,339	COST
ACUMEN CAPITAL PARTNERS LLC
B	$300,000	COST
ACUMEN PAKISTAN
D	$167,709	COST
ACUMEN ADVISORY LLP
M	$789,118	FAIR MARKET VALUE
ACUMEN EA ADVISORY SERVICES LTD
M	$2,229,896	FAIR MARKET VALUE
ACUMEN LATIN AMERICA CAPITAL PARTNERS LLC
Q	$215,571	COST
ACUMEN CAPITAL PARTNERS LLC
Q	$323,152	COST
KAWISAFI VENTURES LIMITED
B	$1,723,689	COST
ACUMEN RESILIENT AGRICULTURE FUND LP
B	$396,278	COST
ACUMEN LATIN AMERICA EARLY GROWTH FUND
B	$113,663	COST

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART III:	FormAndLineReferenceDesc
Explanation	ACUMEN FUND, INC. DIRECTLY INVESTS IN KAWISAFI VENTURES LIMITED ("KAWISAFI"). ACUMEN CAPITAL PARTNERS, LLC ("ACP") WHICH IS SOLELY OWNED BY ACUMEN FUND, INC. IS A MANAGING MEMBER OF KAWISAFI AND ACP OWNS 100% OF ACUMEN CAPITAL MARKETS INVESTMENT, LLC WHICH WAS ESTABLISHED TO HOLD SHARES IN KAWISAFI. ACUMEN FUND, INC. DIRECTLY INVESTS IN ACUMEN LATIN AMERICA EARLY GROWTH FUND, LP ("ALEG"). ACP WHICH IS SOLELY OWNED BY ACUMEN FUND, INC. OWNS 49% OF ACUMEN CAPITAL MARKETS LATIN AMERICA EARLY GROWTH LLC WHICH IS A GENERAL PARTNER OF ALEG. ACUMEN FUND, INC. THROUGH ACP THROUGH ACUMEN RESILIENT AGRICULTURE CAPITAL INVESTMENTS LLC (A DISREGARDED ENTITY TO ACP) IS A GENERAL PARTNER TO ACUMEN RESILIENT AGRICULTURE FUND LP.	ExplanationTxt