UNITED NEGRO COLLEGE FUND INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED NEGRO COLLEGE FUND INC (EIN 13-1624241)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-01-19
- IRS object ID
- 202240199349301314
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-19T13:58:49-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 BROAD STREET SUITE 900 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED NEGRO COLLEGE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2028100274 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 7TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SETH BARDU | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2028100274 | PhoneNum |
| Signature | 2021-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SETH | PersonFirstNm |
| Person Last | BARDU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WHITNEY B HEBRON | PreparerPersonNm |
| PTIN | P01226647 | PTIN |
| Phone | 7032868000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SETH BARDU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 7TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $564,296,664 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO 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 Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 234 | TotalEmployeeCnt |
| Total Volunteers | 1210 | TotalVolunteersCnt |
| Total Gross UBI | -$116,724 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $79,890,044 | PYContributionsGrantsAmt |
| CY Contributions Grants | $215,474,463 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $316,484 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $293,158 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,903,762 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,989,423 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,326 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $91,147,616 | PYTotalRevenueAmt |
| CY Total Revenue | $223,757,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $103,378,236 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $99,225,546 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,639,522 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,843,976 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $46,636 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $65,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,161,687 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,356,293 | PYOtherExpensesAmt |
| CY Other Expenses | $52,089,018 | CYOtherExpensesAmt |
| PY Total Expenses | $161,420,687 | PYTotalExpensesAmt |
| CY Total Expenses | $175,224,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$70,273,071 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $48,533,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $532,322,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $653,425,402 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,863,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91,066,943 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $479,458,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $562,358,459 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNCF'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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $78,449,290 | ExpenseAmt |
| Grant | $48,277,929 | GrantAmt |
| Desc | THE GATES MILLENNIUM SCHOLARS PROGRAM (GMSP) COVERS COST OF EDUCATION TO SUPPORT UNDERGRADUATE THROUGH DOCTORAL PROGRAMS FOR OUTSTANDING MINORITY STUDENTS WITH SIGNIFICANT FINANCIAL NEED SELECTED AS GATES MILLENNIUM SCHOLARS THAT ENTERED TARGET DISCIPLINES. GMSP, THE MOST EXTENSIVE PROGRAM IN UNCF'S HISTORY, WAS AWARDED IN 1999 BY THE BILL AND MELINDA GATES FOUNDATION FOR $1.3 BILLION. THIS 20-YEAR PROGRAM SUNSETS IN 2029. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $53,845,193 | ExpenseAmt |
| Grant | $31,348,332 | GrantAmt |
| Desc | DIRECT 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. THE FUND II STEM SCHOLARS PROGRAM COMPLETED ITS FIRST (SEE SCHEDULE O) COHORT, GRADUATING ITS FIRST SET OF ENTRANTS. 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 PROGRAMS AS WELL AS DOZENS OF OTHER 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 TRANSFORMATONAL 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.COLLEGE TUITION HIKES AND DECREASING FINANCIAL AID HAVE CAUSED MORE AND MORE STUDENTS TO APPLY TO UNCF FOR ASSISTANCE EACH YEAR. HOWEVER, WE CAN ONLY SUPPORT ONE OUT OF EVERY 10 STUDENTS WHO APPLIES. THESE STUDENTS ARE OUR FUTURE HEALTH PROFESSIONALS, SOCIAL WORKERS, TEACHERS, GOVERNMENT POLICY MAKERS, 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 Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,564,294 | ExpenseAmt |
| Grant | $19,564,294 | GrantAmt |
| Desc | DISTRIBUTIONS TO MEMBER INSTITUTIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,165,442 | ExpenseAmt |
| Grant | $34,991 | GrantAmt |
| Revenue | $293,158 | RevenueAmt |
| Desc | INSTITUTIONAL SERVICES PROVIDED TO MEMBER INSTITUTIONS OF UNCF AND OTHER PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,165,442 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $34,991 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $293,158 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $155,024,219 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| 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 | 660 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 234 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | SETH BARDU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028100274 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 7TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 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 |
|---|---|---|---|---|---|---|---|---|---|
| MR WILLIAM F STASIOR | |||||||||
| CHAIR OF THE BOARD | 2.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR ALFRED G GOLDSTEIN | |||||||||
| VICE CHAIR | 0.75 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR BILLY C HAWKINS | |||||||||
| VICE CHAIR/INSTITUTIONAL DIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR MILTON H JONES JR | |||||||||
| VICE CHAIR | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR A CHARLES THOMAS | |||||||||
| BOARD MEMBER (UNTIL 8/5/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR ALOYSIUS MCLAUGHLIN | |||||||||
| BOARD MEMBER | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR ANDREW P SWIGER | |||||||||
| BOARD MEMBER | 1.25 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR BEN-SABA HASAN | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS CELIA A COLBERT | |||||||||
| BOARD MEMBER | 1.25 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR DAVID SABLE | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS GERRI MASON HALL | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GLENDA BASKIN GLOVER | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR GREGORY G CUNNINGHAM | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MICHAEL P NORRIS | |||||||||
| BOARD MEMBER (UNTIL 3/4/21) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS SHARON MURPHY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR SOL GINDI | |||||||||
| BOARD MEMBER (UNTIL 10/25/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS TERESA M SEBASTIAN | |||||||||
| BOARD MEMBER | 1.25 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MS LAURIE READHEAD | |||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR A ZACHARY FAISON | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR C REYNOLD VERRET | |||||||||
| BOARD/INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CLARENCE D ARMBRISTER | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CYNTHIA WARRICK | |||||||||
| BOARD/INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DAVID A THOMAS | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ERNEST C MCNEALEY | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GEORGE T FRENCH JR | |||||||||
| BOARD/INSTITUTIONAL DIRECTOR | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR HAKIM J LUCAS | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JAFFUS HARDRICK | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR LEROY STAGGERS | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARY SCHMIDT CAMPBELL | |||||||||
| BOARD/INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR PAULETTE DILLARD | |||||||||
| INSTITUTIONAL DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR W FRANKLIN EVANS | |||||||||
| INSTIT DIR (UNTIL 12/31/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WALTER M KIMBROUGH | |||||||||
| BOARD/INSTITUTIONAL DIRECTOR | 0.75 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MR E LABRENT CHRITE | |||||||||
| BOARD/INSTITUTIONAL DIRECTOR | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MR PAUL GAMA | |||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MS CARMEN WALTERS | |||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MR DWAUN J WARMACK | |||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MS NICOLE ROSS | |||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MR KENNETH B MEHLMAN | |||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DR MICHAEL L LOMAX | |||||||||
| PRESIDENT & CEO | 50.00 | 0.00 | Yes (X) | $1,023,706 | $0 | $145,900 | |||
| MR SETH BARDU | |||||||||
| SVP, CFO & TREASURER | 50.00 | 0.00 | Yes (X) | $289,144 | $0 | $41,337 | |||
| MS DESIREE C BOYKIN | |||||||||
| VP GENERAL COUNSEL & SECRETARY | 50.00 | 0.00 | Yes (X) | $265,673 | $0 | $31,315 | |||
| MR BRANDON FITZGERALD | |||||||||
| ASSOC GC & ASSIST SECY | 50.00 | 0.00 | Yes (X) | $176,329 | $0 | $14,121 | |||
| MR EARLY REESE | |||||||||
| COO | 50.00 | 0.00 | $479,328 | $0 | $31,706 | Yes (X) | |||
| MR MAURICE JENKINS | |||||||||
| EVP & CHIEF DEVELOPMENT OFFICER | 50.00 | 0.00 | $380,846 | $0 | $65,938 | Yes (X) | |||
| MS LAJUAN LYLES | |||||||||
| SVP, HR & ADMINISTRATION | 50.00 | 0.00 | $294,358 | $0 | $37,847 | Yes (X) | |||
| MR LAWRENCE GRIFFITH JR | |||||||||
| SVP, SCHOLARSHIPS & PROGRAMS | 50.00 | 0.00 | $305,791 | $0 | $25,117 | Yes (X) | |||
| MR DIEGO AVILES | |||||||||
| VP. DEV NORTHERN DIVISION | 50.00 | 0.00 | $238,162 | $0 | $36,289 | Yes (X) | |||
| MR BRIAN BRIDGES | |||||||||
| VP, RESEARCH & MEMBER ENGAGEMENT | 50.00 | 0.00 | $226,510 | $0 | $36,642 | Yes (X) | |||
| MR LODRIGUEZ MURRAY | |||||||||
| VP. GOVERNMENT AFFAIRS | 50.00 | 0.00 | $242,488 | $0 | $10,773 | Yes (X) | |||
| MS PAULETTE JACKSON | |||||||||
| VP DEV. HEADQUARTER DIVISION | 50.00 | 0.00 | $225,803 | $0 | $18,396 | Yes (X) | |||
| MR SEKOU BIDDLE | |||||||||
| VP ADVOCACY | 50.00 | 0.00 | $232,990 | $0 | $10,568 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,381,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $505,949 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | 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 |
|---|---|---|---|---|---|
| MCKINSEY AND COMPANY INC | |||||
| 140 FOUNTAIN PARKWAY N | ST PETERSBURG | FL | 33716 | MGMT CONSULTANTS | $4,224,775 |
| RR DONNELLEY & SONS CO | |||||
| 35 W WACKER DRIVE | CHICAGO | IL | 60601 | PRINTING | $3,655,448 |
| DELOITTE CONSULTING LLP | |||||
| PO BOX 844717 | DALLAS | TX | 752844717 | MGMT CONSULTANTS | $1,197,636 |
| COMMUNITY COUNSELING SERVICE CO LLC | |||||
| 527 MADISON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | STRATEGIC FUND DEVMT | $909,787 |
| BLACKBAUD | |||||
| 2300 WILSON BOULEVARD SUITE 420 | ARLINGTON | VA | 22201 | SOFTWARE SUPPLIER | $535,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,155,404 | FederatedCampaignsAmt |
| Fundraising | $10,797,064 | FundraisingAmt |
| All Other Contributions | $203,521,995 | AllOtherContributionsAmt |
| Total Contributions | $215,474,463 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RENTAL INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $293,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $293,158 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $293,158 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,473,251 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$116,724 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,589,975 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $341,536,930 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $339,020,758 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,516,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,516,172 | TotalRevenueColumnAmt |
| Exclusion | $2,516,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,518,862 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,797,064 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,518,862 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,757,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $293,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$116,724 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,106,147 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,264,312 | TotalAmt |
| Program Services | $72,264,312 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,961,234 | TotalAmt |
| Program Services | $26,961,234 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,295,483 | TotalAmt |
| Management And General | $3,295,483 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,099,430 | TotalAmt |
| Program Services | $7,741,497 | ProgramServicesAmt |
| Management And General | $3,255,047 | ManagementAndGeneralAmt |
| Fundraising | $5,102,886 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,554 | TotalAmt |
| Program Services | $255,389 | ProgramServicesAmt |
| Management And General | $96,823 | ManagementAndGeneralAmt |
| Fundraising | $168,342 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,652,068 | TotalAmt |
| Program Services | $1,299,366 | ProgramServicesAmt |
| Management And General | $537,804 | ManagementAndGeneralAmt |
| Fundraising | $814,898 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,441 | TotalAmt |
| Program Services | $516,234 | ProgramServicesAmt |
| Management And General | $419,926 | ManagementAndGeneralAmt |
| Fundraising | $340,281 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,139,538 | TotalAmt |
| Program Services | $9,534,976 | ProgramServicesAmt |
| Management And General | $794,661 | ManagementAndGeneralAmt |
| Fundraising | $809,901 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,068 | TotalAmt |
| Program Services | $5,918 | ProgramServicesAmt |
| Management And General | $284,843 | ManagementAndGeneralAmt |
| Fundraising | $8,307 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,148 | TotalAmt |
| Program Services | $85,000 | ProgramServicesAmt |
| Management And General | $183,148 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,500 | TotalAmt |
| Fundraising | $65,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,448 | TotalAmt |
| Program Services | $948,512 | ProgramServicesAmt |
| Management And General | $33,936 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,481 | TotalAmt |
| Program Services | $78,312 | ProgramServicesAmt |
| Management And General | $6,873 | ManagementAndGeneralAmt |
| Fundraising | $113,296 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,224,014 | TotalAmt |
| Program Services | $546,900 | ProgramServicesAmt |
| Management And General | $246,177 | ManagementAndGeneralAmt |
| Fundraising | $4,430,937 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,445,244 | TotalAmt |
| Program Services | $932,777 | ProgramServicesAmt |
| Management And General | $86,623 | ManagementAndGeneralAmt |
| Fundraising | $425,844 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,313,480 | TotalAmt |
| Program Services | $1,170,595 | ProgramServicesAmt |
| Management And General | $299,219 | ManagementAndGeneralAmt |
| Fundraising | $843,666 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,802 | TotalAmt |
| Program Services | $9,059 | ProgramServicesAmt |
| Management And General | $4,886 | ManagementAndGeneralAmt |
| Fundraising | $13,857 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,394 | TotalAmt |
| Program Services | $183,536 | ProgramServicesAmt |
| Management And General | $13,886 | ManagementAndGeneralAmt |
| Fundraising | $17,972 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,252 | TotalAmt |
| Management And General | $26,252 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,824 | TotalAmt |
| Program Services | $325,487 | ProgramServicesAmt |
| Management And General | $751,337 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,946 | TotalAmt |
| Management And General | $129,946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| ACCRL-RETURN FUNDS TO G | $26,000,000 | $26,000,000 | ||
| BAD DEBT EXPENSE | $2,742,379 | $2,736,379 | $6,000 | |
| INDIRECT COST RECOVERY | $0 | $3,428,736 | $0 | -$3,428,736 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,224,040 | TotalAmt |
| Program Services | $155,024,219 | ProgramServicesAmt |
| Management And General | $7,038,134 | ManagementAndGeneralAmt |
| Fundraising | $13,161,687 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,685,359 | BOYAmt |
| EOY | $82,286,308 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,215,506 | BOYAmt |
| EOY | $86,230,320 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,682,284 | BOYAmt |
| EOY | $76,172,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,036,819 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,407,809 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,377,576 | BOYAmt |
| EOY | $24,629,010 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,521,386 | BOYAmt |
| EOY | $233,044,525 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,433,310 | BOYAmt |
| EOY | $144,527,749 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,406,691 | BOYAmt |
| EOY | $6,534,752 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,322,112 | BOYAmt |
| EOY | $653,425,402 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,823,491 | BOYAmt |
| EOY | $9,194,962 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,124 | BOYAmt |
| EOY | $11,527,948 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,159,022 | BOYAmt |
| EOY | $26,255,274 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,450,254 | BOYAmt |
| EOY | $44,088,759 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,863,891 | BOYAmt |
| EOY | $91,066,943 | 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 | $1,343,562 | BOYAmt |
| EOY | $37,789,416 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,114,659 | BOYAmt |
| EOY | $524,569,043 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,458,221 | BOYAmt |
| EOY | $562,358,459 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,322,112 | BOYAmt |
| EOY | $653,425,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $48,533,004 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,414,447 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $952,787 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $53,952,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,822,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,370,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,890,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,474,463 | CurrentTaxYearAmt |
| Total | $477,510,080 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,952,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,822,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,370,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,890,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,474,463 | CurrentTaxYearAmt |
| Total | $477,510,080 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,067,082 | SubstantialContributorsTotAmt |
| Public Support Total170 | $434,442,998 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,359,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,669,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,054,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,110,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,473,251 | CurrentTaxYearAmt |
| Total | $67,667,724 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $251,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,770 | CurrentTaxYearMinus1YearAmt |
| Total | $340,443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $545,518,247 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,468,605 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $1,144 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $467,854 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $171,471 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $640,469 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | UNCF 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,414,250 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | SEE PART XIII | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,413,257 | BeginningYearBalanceAmt |
| Contributions | $7,788,628 | ContributionsAmt |
| Investment Earnings Or Losses | $26,938,397 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,534,176 | GrantsOrScholarshipsAmt |
| End Year Balance | $124,606,106 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,741,835 | BeginningYearBalanceAmt |
| Contributions | $1,386,192 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,843,499 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,871,271 | GrantsOrScholarshipsAmt |
| End Year Balance | $94,413,257 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,734,086 | BeginningYearBalanceAmt |
| Contributions | $79,196 | ContributionsAmt |
| Investment Earnings Or Losses | $1,651,790 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,723,237 | GrantsOrScholarshipsAmt |
| End Year Balance | $100,741,835 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,514,294 | BeginningYearBalanceAmt |
| Contributions | $1,821,032 | ContributionsAmt |
| Investment Earnings Or Losses | $8,893,215 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,494,455 | GrantsOrScholarshipsAmt |
| End Year Balance | $103,734,086 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,155,802 | BeginningYearBalanceAmt |
| Contributions | $278,805 | ContributionsAmt |
| Investment Earnings Or Losses | $10,067,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,988,294 | GrantsOrScholarshipsAmt |
| End Year Balance | $97,514,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,350,000 | OtherCostOrOtherBasisAmt |
| Book Value | $6,350,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,958,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,748,305 | DepreciationAmt |
| Book Value | $18,210,252 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $336,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,947 | DepreciationAmt |
| Book Value | $17,198 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,333,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,299,532 | DepreciationAmt |
| Book Value | $33,978 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,025 | DepreciationAmt |
| Book Value | $17,582 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,629,010 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $22,646,212 | F |
| PRIVATE EQUITIES | $44,758,288 | F |
| US AND GLOBAL EQUITIES | $57,460,080 | F |
| FIXED INCOME | $19,663,169 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $144,527,749 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED DISTRIBUTION TO MEMBERS | $10,088,759 |
| ACCRUED RETURN OF FUNDS TO THE GATES FOUNDATION | $34,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,088,759 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $257,141,830 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $33,414,447 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $952,787 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $34,367,234 | RevenueNotReportedAmt |
| Revenue Subtotal | $222,774,596 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $982,448 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $982,448 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $223,757,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $174,241,592 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $174,241,592 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $982,448 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $982,448 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $175,224,040 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2021, 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, 2021 AND 2020 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 3E | DISTRIBUTIONS IN LINE WITH DONOR'S INTENT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $9,052,800 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $13,468,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $22,521,600 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $22,521,600 | TotalSpentAmt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2021. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| KELLY STRATEGIES LLC | ||||||||
| 2674 N UPSHUR STREET | ARLINGTON | VA | 22207 | CONSULTANT SERVICES | 0 | $0 | $36,500 | -$36,500 |
| STUDIO 4FORTY | ||||||||
| 440 CRYSTAL SPRINGS ROAD | SAINT HELENA | CA | 94574 | EVENT SUPPORT | 0 | $0 | $16,000 | -$16,000 |
| LEAH GOODWIN CREATIONS | ||||||||
| 1442 SEACOAST DRIVE APT 8 | IMPERIAL BEACH | CA | 91932 | CONSULTANT SERVICES | 0 | $0 | $13,000 | -$13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $65,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$65,500 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATLANTA MASKED | Event1Nm |
| Gross Receipts Event1 | $935,867 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $716,352 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $219,515 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,739 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $195,776 | EntertainmentEvent1Amt |
| Event2 | 75TH ANNIV | Event2Nm |
| Gross Receipts Event2 | $927,737 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $845,192 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $82,545 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $37,764 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $44,782 | EntertainmentEvent2Amt |
| Other Events Total | 65 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,452,322 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,235,520 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,216,802 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $179,055 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,037,746 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $12,315,926 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,797,064 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,518,862 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $240,558 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,278,304 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $1,518,862 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLEN UNIVERSITY | ||||||||||
| 1530 HARDEN STREET | COLUMBIA | SC | 29204 | 570341191 | 501(C)(3) | $727,911 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| BENEDICT COLLEGE | ||||||||||
| HARDEN AND BAND STREETS | COLUMBIA | SC | 29204 | 570314365 | 501(C)(3) | $1,176,918 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| BENNETT COLLEGE FOR WOMEN | ||||||||||
| 900 EAST WASHINGTON STREET | GREENSBORO | NC | 27401 | 560532296 | 501(C)(3) | $759,657 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| BETHUNE-COOKMAN UNIVERSITY | ||||||||||
| 640 DR MARY MCLEOD BETHUNE BLVD | DAYTONA BEACH | FL | 32114 | 590704726 | 501(C)(3) | $1,029,732 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| CLAFLIN UNIVERSITY | ||||||||||
| 400 MAGNOLIA STREET | ORANGEBURG | SC | 29115 | 570314374 | 501(C)(3) | $1,413,927 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| CLARK ATLANTA UNIVERSITY | ||||||||||
| 223 JAMES P BRAWLEY DRIVE | ATLANTA | GA | 30314 | 581825259 | 501(C)(3) | $1,532,041 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| DILLARD UNIVERSITY | ||||||||||
| 2601 GENTILLY BLVD | NEW ORLEANS | LA | 70122 | 720408929 | 501(C)(3) | $1,072,073 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| EDWARD WATERS COLLEGE | ||||||||||
| 1658 KINGS ROAD | JACKSONVILLE | FL | 32209 | 591146751 | 501(C)(3) | $829,354 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| FISK UNIVERSITY | ||||||||||
| 1000 17TH AVENUE NORTH | NASHVILLE | TN | 37208 | 620202000 | 501(C)(3) | $1,004,311 | $209,336 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| FLORIDA MEMORIAL UNIVERSITY | ||||||||||
| 15800 NW 42ND AVENUE | MIAMI | FL | 33054 | 590668483 | 501(C)(3) | $1,210,973 | $192,571 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| HUSTON TILLOTSON UNIVERSITY | ||||||||||
| 900 CHICON STREET | AUSTIN | TX | 78702 | 741180151 | 501(C)(3) | $777,453 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| INTERDENOMINATIONAL THEOLOGICAL CENTER | ||||||||||
| 700 MARTIN L KING JR DRIVE SW | ATLANTA | GA | 30314 | 580814544 | 501(C)(3) | $616,401 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| JARVIS CHRISTIAN COLLEGE | ||||||||||
| HIGHWAY 80 WEST | HAWKINS | TX | 75765 | 750995027 | 501(C)(3) | $768,582 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| JOHNSON C SMITH UNIVERSITY | ||||||||||
| 100 BEATTIES FORD ROAD | CHARLOTTE | NC | 28216 | 250983069 | 501(C)(3) | $876,241 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| LANE COLLEGE | ||||||||||
| 545 LANE AVENUE | JACKSON | TN | 38301 | 620570060 | 501(C)(3) | $1,031,292 | $211,442 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| LEMOYNE OWEN COLLEGE | ||||||||||
| 807 WALKER AVENUE | MEMPHIS | TN | 38126 | 620475690 | 501(C)(3) | $882,286 | $232,251 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| LIVINGSTONE COLLEGE | ||||||||||
| 701 WEST MONROE STREET | SALISBURY | NC | 28144 | 560603922 | 501(C)(3) | $889,202 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| MILES COLLEGE | ||||||||||
| 5500 MYRON MASSEY BLVD | FAIRFIELD | AL | 35064 | 630400608 | 501(C)(3) | $832,226 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| MOREHOUSE COLLEGE | ||||||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | 580566205 | 501(C)(3) | $1,641,380 | $163,718 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| MORRIS COLLEGE | ||||||||||
| 100 WEST COLLEGE STREET | SUMTER | SC | 29150 | 576000734 | 501(C)(3) | $650,503 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| OAKWOOD UNIVERSITY | ||||||||||
| 7000 ADVENTIST BOULEVARD NW | HUNTSVILLE | AL | 35896 | 630366652 | 501(C)(3) | $1,520,266 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| PAINE COLLEGE | ||||||||||
| 1235 15TH STREET | AUGUSTA | GA | 30901 | 237434499 | 501(C)(3) | $748,962 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| PHILANDER SMITH COLLEGE | ||||||||||
| ONE TRUDDIE KIBBE REED DRIVE | LITTLE ROCK | AR | 72202 | 710239729 | 501(C)(3) | $748,375 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| RUST COLLEGE | ||||||||||
| 150 RUST AVENUE | HOLLY SPRINGS | MS | 38635 | 640303805 | 501(C)(3) | $1,094,887 | $187,233 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| SAINT AUGUSTINE'S UNIVERSITY | ||||||||||
| 1315 OAKWOOD AVENUE | RALEIGH | NC | 27610 | 560547478 | 501(C)(3) | $884,305 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| SHAW UNIVERSITY | ||||||||||
| 118 EAST SOUTH STREET | RALEIGH | NC | 27611 | 560530235 | 501(C)(3) | $1,397,213 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| SPELMAN COLLEGE | ||||||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | 580566243 | 501(C)(3) | $1,052,907 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| STILLMAN COLLEGE | ||||||||||
| 3601 STILLMAN BOULEVARD | TUSCALOOSA | AL | 35403 | 630315935 | 501(C)(3) | $920,191 | $187,233 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| TALLADEGA COLLEGE | ||||||||||
| 627 WEST BATTLE STREET | TALLADEGA | AL | 35160 | 630288870 | 501(C)(3) | $970,655 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| TEXAS COLLEGE | ||||||||||
| 2404 NORTH GRAND AVENUE | TYLER | TX | 75712 | 750917417 | 501(C)(3) | $762,311 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| TOUGALOO COLLEGE | ||||||||||
| 500 WEST COUNT LINE ROAD | TOUGALOO | MS | 39174 | 640303093 | 501(C)(3) | $1,213,708 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| TUSKEGEE UNIVERSITY | ||||||||||
| CARNEGIE HALL | TUSKEGEE | AL | 36088 | 630288878 | 501(C)(3) | $1,324,588 | $209,940 | FMV | BLOOMBERG SUBSCRIPTION, AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN |
| VIRGINIA UNION UNIVERSITY | ||||||||||
| 1500 NORTH LOMBARDY STREET | RICHMOND | VA | 23220 | 540524516 | 501(C)(3) | $745,819 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| VOORHEES COLLEGE | ||||||||||
| 103 ACADEMIC CIRCLE | DENMARK | SC | 29042 | 570329786 | 501(C)(3) | $897,460 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| WILBERFORCE UNIVERSITY | ||||||||||
| PO BOX 1001 | WILBERFORCE | OH | 45384 | 310604719 | 501(C)(3) | $831,366 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| WILEY COLLEGE | ||||||||||
| 711 WILEY AVENUE | MARSHALL | TX | 75670 | 750818183 | 501(C)(3) | $836,469 | $80,117 | FMV | AREA OFFICE & COVID SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| XAVIER UNIVERSITY | ||||||||||
| ONE DREXEL DRIVE | NEW ORLEANS | LA | 70125 | 720635884 | 501(C)(3) | $1,676,522 | $80,117 | FMV | AREA OFFICE SUPPORT | GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN |
| AMERICAN INDIAN GRADUATE CENTER SCHOLARS | ||||||||||
| 3701 SAN MATEO BLVD NE | ALBUQUERQUE | NM | 87110 | 850477062 | 501(C)(3) | $4,356,153 | $0 | FMV | GRANTS & SCHOLARSHIPS | |
| ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND | ||||||||||
| 2025 M STREET NW | WASHINGTON | DC | 20036 | 571192973 | 501(C)(3) | $7,595,415 | $0 | FMV | GRANTS & SCHOLARSHIPS | |
| HISPANIC SCHOLARSHIP FUND | ||||||||||
| 55 SECOND STREET | SAN FRANCISCO | CA | 94105 | 521051044 | 501(C)(3) | $16,852,484 | $0 | FMV | GRANTS & SCHOLARSHIPS | |
| EXCELENCIA IN EDUCATION | ||||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | 200927912 | 501(C)(3) | $350,000 | $0 | FMV | BUILDING A COMMUNITY OF PRACTICE TO LEVERAGE BIG DATA GRANT | |
| FAYETTEVILLE STATE UNIVERSITY | ||||||||||
| 1200 MURCHINSON ROAD | FAYETTEVILLE | NC | 28301 | 561238736 | 501(C)(3) | $305,000 | $0 | FMV | CAREER PATHWAYS INITIATIVE GRANT | |
| MORGAN STATE UNIVERSITY | ||||||||||
| 1700 E CLOUD SPRING LANE | BALTIMORE | MD | 21251 | 237089143 | 501(C)(3) | $314,750 | $0 | FMV | CAREER PATHWAYS INITIATIVE GRANT | |
| NORFOLK STATE UNIVERSITY | ||||||||||
| 700 PARK AVENUE | NORFOLK | VA | 23504 | 237235954 | 501(C)(3) | $300,000 | $0 | FMV | CAREER PATHWAYS INITIATIVE GRANT | |
| THE UNIVERSITY OF WEST ALABAMA | ||||||||||
| UWA STATION 3 | LIVINGSTONE | AL | 35470 | 636001100 | 501(C)(3) | $260,000 | $0 | FMV | CAREER PATHWAYS INITIATIVE GRANT | |
| TENNESSEE STATE UNIVERSITY | ||||||||||
| FLOYD PAYNE CAMPUS CENTER | NASHVILLE | TN | 37209 | 620786119 | 501(C)(3) | $309,575 | $0 | FMV | CAREER PATHWAYS INITIATIVE GRANT | |
| CHICAGO STATE | ||||||||||
| 9501 S KING DRIVE | CHICAGO | IL | 60628 | 362580815 | 501(C)(3) | $75,000 | FMV | CAREER PATHWAYS INITIATIVE GRANT | ||
| CITY OF NEW YORK MEDGAR EVERS COLLEGE | ||||||||||
| 1650 BEDFORD AVENUE | BROOKLYN | NY | 11225 | 112561640 | 501(C)(3) | $75,000 | FMV | CAREER PATHWAYS INITIATIVE GRANT | ||
| LINCOLN UNIVERSITY | ||||||||||
| 1570 BALTIMORE PIKE | LINCOLN | PA | 19352 | 231352655 | 501(C)(3) | $75,000 | FMV | CAREER PATHWAYS INITIATIVE GRANT | ||
| MARTIN UNIVERSITY | ||||||||||
| 2171 AVONDALE PLACE | INDIANAPOLIS | IN | 46218 | 310970262 | 501(C)(3) | $75,000 | FMV | CAREER PATHWAYS INITIATIVE GRANT | ||
| DUKE UNIVERSITY | ||||||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | 562070036 | 501(C)(3) | $55,351 | FMV | STEM GRANT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| VARIOUS SCHOLARSHIPS | 3685 | $25,362,960 |
| STIPENDS, HONORARIUMS, & FELLOWSHIPS | 2015 | $1,598,274 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WITH 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MICHAEL L LOMAX | ||||||||||||||
| PRESIDENT & CEO | $508,358 | $0 | $103,000 | $0 | $412,348 | $0 | $119,950 | $0 | $25,950 | $0 | $1,169,606 | $0 | $0 | $0 |
| MR EARLY REESE | ||||||||||||||
| COO | $389,401 | $0 | $75,000 | $0 | $14,927 | $0 | $19,950 | $0 | $11,756 | $0 | $511,034 | $0 | $187,500 | $0 |
| MR MAURICE JENKINS | ||||||||||||||
| EVP & CHIEF DEVELOPMENT OFFICER | $294,169 | $0 | $59,000 | $0 | $27,677 | $0 | $55,107 | $0 | $10,831 | $0 | $446,784 | $0 | $0 | $0 |
| MS LAJUAN LYLES | ||||||||||||||
| SVP, HR & ADMINISTRATION | $253,791 | $0 | $36,450 | $0 | $4,117 | $0 | $15,051 | $0 | $22,796 | $0 | $332,205 | $0 | $0 | $0 |
| MR LAWRENCE GRIFFITH JR | ||||||||||||||
| SVP, SCHOLARSHIPS & PROGRAMS | $246,022 | $0 | $37,500 | $0 | $22,269 | $0 | $14,106 | $0 | $11,011 | $0 | $330,908 | $0 | $0 | $0 |
| MR SETH BARDU | ||||||||||||||
| SVP, CFO & TREASURER | $259,894 | $0 | $25,000 | $0 | $4,250 | $0 | $14,094 | $0 | $27,243 | $0 | $330,481 | $0 | $0 | $0 |
| MS DESIREE C BOYKIN | ||||||||||||||
| VP GENERAL COUNSEL & SECRETARY | $231,390 | $0 | $33,000 | $0 | $1,283 | $0 | $8,619 | $0 | $22,696 | $0 | $296,988 | $0 | $0 | $0 |
| MR DIEGO AVILES | ||||||||||||||
| VP. DEV NORTHERN DIVISION | $228,303 | $0 | $9,000 | $0 | $859 | $0 | $9,606 | $0 | $26,683 | $0 | $274,451 | $0 | $0 | $0 |
| MR BRIAN BRIDGES | ||||||||||||||
| VP, RESEARCH & MEMBER ENGAGEMENT | $194,457 | $0 | $30,900 | $0 | $1,153 | $0 | $11,853 | $0 | $24,789 | $0 | $263,152 | $0 | $0 | $0 |
| MR LODRIGUEZ MURRAY | ||||||||||||||
| VP. GOVERNMENT AFFAIRS | $212,008 | $0 | $30,000 | $0 | $480 | $0 | $0 | $0 | $10,773 | $0 | $253,261 | $0 | $0 | $0 |
| MS PAULETTE JACKSON | ||||||||||||||
| VP DEV. HEADQUARTER DIVISION | $193,376 | $0 | $26,830 | $0 | $5,597 | $0 | $8,110 | $0 | $10,286 | $0 | $244,199 | $0 | $0 | $0 |
| MR SEKOU BIDDLE | ||||||||||||||
| VP ADVOCACY | $203,517 | $0 | $20,000 | $0 | $9,473 | $0 | $8,967 | $0 | $1,601 | $0 | $243,558 | $0 | $0 | $0 |
| MR BRANDON FITZGERALD | ||||||||||||||
| ASSOC GC & ASSIST SECY | $160,323 | $0 | $15,450 | $0 | $556 | $0 | $4,043 | $0 | $10,078 | $0 | $190,450 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | NON-QUALIFIED DEFERRED COMPENSATION PLANS ARE IN PLACE FOR DR. MICHAEL LOMAX, PRESIDENT & CEO, AND MR. MAURICE JENKINS, EVP & CHIEF DEVELOPMENT OFFICER. 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 MICHAEL LOMAX, A 3 YEAR CUMULATIVE LUMP SUM RETENTION PAYOUT (JULY 1, 2017 - JUNE 30, 2020) OF $300,000 WAS DISBURSED TO MR. LOMAX IN JULY 2020. THIS AMOUNT IS REPORTED AS OTHER REPORTABLE COMPENSATION IN COLUMN (B)(III) OF SCHEDULE J, PART II. IN 2020, UNCF DEFERRED $100,000 AND $40,000 RESPECTIVELY FOR DR. LOMAX AND MR. JENKINS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2015-08-06 | BondIssuedDt |
| Issue Price | $31,565,000 | IssuePriceAmt |
| Purpose | ADVANCE REFUNDING OF 2010 SERIES BOND ORIGINALLY ISSUED 12/23/2010 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,309,726 | RetiredAmt |
| Total Proceeds | $31,565,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $631,300 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $30,933,700 | OtherSpentProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: DISTRICT OF COLUMBIA DATE THE REBATE COMPUTATION WAS PERFORMED: 08/14/2020 |
| SCHEDULE K, PART III, LINE 9; PART IV, LINE 7: AND PART V: | UNCF IS WORKING TO ESTABLISH WRITTEN POST-ISSUANCE COMPLIANCE POLICIES AND PROCEDURES THAT MEET THE REQUIREMENTS TO ANSWER YES TO FORM 990, SCHEDULE K, PART III, LINE 9; PART IV, LINE 7; AND PART V. THESE POLICIES ARE NOT YET IN PLACE AS OF THE ORGANIZATION'S FISCAL YEAR ENDED MARCH 31, 2021. THEREFORE, UNCF HAS ANSWERED THESE QUESTIONS AS "NO" FOR THE 2020 FORM 990 SCHEDULE K. THESE POLICIES WILL BE ESTABLISHED AND IMPLEMENTED PRIOR TO THE ORGANIZATION'S FISCAL YEAR ENDING MARCH 31, 2022. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBER 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 7A | THE 37 MEMBER INSTITUTIONS, VIA THEIR PROXIES, ELECT ALL DIRECTORS TO THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | UNCF'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 11B | THE 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 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY BY THE GENERAL COUNSEL TO BOARD MEMBERS, OFFICERS AND EMPLOYEES. EACH BOARD MEMBER, OFFICIER 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 RECOMMENDS 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. DECLARATION FORMS OF BOARD MEMBERS AND LEADERSHIP TEAM MEMBERS 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 15 | THE 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 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 19 | COPIES OF UNCF'S CERTIFICATE OF INCORPORATION IS 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. |