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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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-19T13:58:49-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 BROAD STREET SUITE 900AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624241EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSETH BARDUPersonNm
Person TitleCFOPersonTitleTxt
Phone2028100274PhoneNum
Signature2021-12-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWHITNEY B HEBRONPreparerPersonNm
PTINP01226647PTIN
Phone7032868000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSETH BARDUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11805 7TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$564,296,664GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNCF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1944FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO ENSURE ALL AMERICANS HAVE EQUAL ACCESS TO A COLLEGE EDUCATION THAT PREPARES (SEE SCHEDULE O) THEM FOR RICH INTELLECTUAL LIVES, COMPETITIVE AND FULFILLING CAREERS, ENGAGED CITIZENSHIP AND SERVICE TO OUR NATION. UNCF HAS HELPED MORE THAN 500,000 STUDENTS EARN THEIR COLLEGE DEGREES SINCE ITS FOUNDING IN 1944. UNCF IS THE NATION'S LARGEST PRIVATE SCHOLARSHIP PROVIDER TO MINORITY GROUP MEMBERS. EACH YEAR, WE AWARD MORE THAN $100 MILLION IN SCHOLARSHIPS TO STUDENTS ATTENDING MORE THAN 1,100 SCHOOLS ACROSS THE COUNTRY, INCLUDING OUR PRESTIGIOUS NETWORK OF 37 MEMBER HBCUS. UNCF MEMBER HBCUS ARE KNOWN FOR THEIR ACHIEVEMENTS - AWARDING UNDERGRADUATE AND GRADUATED DEGREES - PROVIDING IMPRESSIVE RESULTS THROUGH RESEARCH AND PROMOTING ECONOMIC BENEFITS THAT YIELD MAJOR IMPACT FOR THEIR COMMUNITIES, REGIONS, STATES, THE NATION, AND THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee234TotalEmployeeCnt
Total Volunteers1210TotalVolunteersCnt
Total Gross UBI-$116,724TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$79,890,044PYContributionsGrantsAmt
CY Contributions Grants$215,474,463CYContributionsGrantsAmt
PY Program Service Revenue$316,484PYProgramServiceRevenueAmt
CY Program Service Revenue$293,158CYProgramServiceRevenueAmt
PY Investment Income$10,903,762PYInvestmentIncomeAmt
CY Investment Income$7,989,423CYInvestmentIncomeAmt
PY Other Revenue$37,326PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$91,147,616PYTotalRevenueAmt
CY Total Revenue$223,757,044CYTotalRevenueAmt
PY Grants And Similar Paid$103,378,236PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$99,225,546CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,639,522PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$23,843,976CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$46,636PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$65,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,161,687CYTotalFundraisingExpenseAmt
PY Other Expenses$37,356,293PYOtherExpensesAmt
CY Other Expenses$52,089,018CYOtherExpensesAmt
PY Total Expenses$161,420,687PYTotalExpensesAmt
CY Total Expenses$175,224,040CYTotalExpensesAmt
PY Revenues Less Expenses-$70,273,071PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$48,533,004CYRevenuesLessExpensesAmt
Total Assets BOY$532,322,112TotalAssetsBOYAmt
Total Assets EOY$653,425,402TotalAssetsEOYAmt
Total Liabilities BOY$52,863,891TotalLiabilitiesBOYAmt
Total Liabilities EOY$91,066,943TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$479,458,221NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$562,358,459NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNCF'S MISSION IS TO BUILD A ROBUST AND NATIONALLY-RECOGNIZED PIPELINE OF UNDER-REPRESENTED STUDENTS WHO, BECAUSE OF UNCF SUPPORT, BECOME HIGHLY-QUALIFIED COLLEGE GRADUATES AND TO ENSURE THAT OUR NETWORK OF MEMBER INSTITUTIONS IS A RESPECTED MODEL OF BEST (SEE SCHEDULE O) PRACTICE IN MOVING STUDENTS TO AND THROUGH COLLEGE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$78,449,290ExpenseAmt
Grant$48,277,929GrantAmt
DescTHE 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

FieldValueIRS element (for citing)
Expense$53,845,193ExpenseAmt
Grant$31,348,332GrantAmt
DescDIRECT PROGRAM EXPENDITURES RELATED TO DISBURSEMENTS OF SCHOLARSHIPS AND COSTS FOR EVALUATING ELIGIBILITY FOR SCHOLARSHIPS AND EXPENSES ASSOCIATED WITH PROVIDING TECHNICAL ASSISTANCE TO MEMBER SCHOOLS AND OTHER INSTITUTIONS. THE WORK OF UNCF'S GROWING PORTFOLIO OF SCHOLARSHIP PROGRAMS IS UNRIVALED AND INCLUDES A VARIETY OF SCHOLARSHIP PROGRAMS MANAGED BY UNCF, SUCH AS THE FUND II FOUNDATION UNCF STEM SCHOLARS PROGRAM, UNCF/KOCH SCHOLARS PROGRAM, K-12 EDUCATION FELLOWSHIP AND THE FREDERICK DOUGLASS BICENTENNIAL SCHOLARSHIP PROGRAM. THE PANDA CARES SCHOLARS PROGRAM HAS EXPANDED TO A THREE-YEAR RENEWABLE SCHOLARSHIP AWARD. 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

FieldValueIRS element (for citing)
Expense$19,564,294ExpenseAmt
Grant$19,564,294GrantAmt
DescDISTRIBUTIONS TO MEMBER INSTITUTIONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,165,442ExpenseAmt
Grant$34,991GrantAmt
Revenue$293,158RevenueAmt
DescINSTITUTIONAL SERVICES PROVIDED TO MEMBER INSTITUTIONS OF UNCF AND OTHER PROGRAM SERVICES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,165,442TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$34,991TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$293,158TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$155,024,219TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow AccountYes (1)EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document660IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee234EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MR WILLIAM F STASIOR
CHAIR OF THE BOARD2.500.00Yes (X)Yes (X)$0$0$0
MR ALFRED G GOLDSTEIN
VICE CHAIR0.750.00Yes (X)Yes (X)$0$0$0
DR BILLY C HAWKINS
VICE CHAIR/INSTITUTIONAL DIR1.000.00Yes (X)Yes (X)$0$0$0
MR MILTON H JONES JR
VICE CHAIR1.500.00Yes (X)Yes (X)$0$0$0
DR A CHARLES THOMAS
BOARD MEMBER (UNTIL 8/5/20)0.500.00Yes (X)$0$0$0
MR ALOYSIUS MCLAUGHLIN
BOARD MEMBER0.750.00Yes (X)$0$0$0
MR ANDREW P SWIGER
BOARD MEMBER1.250.00Yes (X)$0$0$0
MR BEN-SABA HASAN
BOARD MEMBER0.500.00Yes (X)$0$0$0
MS CELIA A COLBERT
BOARD MEMBER1.250.00Yes (X)$0$0$0
MR DAVID SABLE
BOARD MEMBER0.500.00Yes (X)$0$0$0
MS GERRI MASON HALL
BOARD MEMBER0.500.00Yes (X)$0$0$0
DR GLENDA BASKIN GLOVER
BOARD MEMBER0.500.00Yes (X)$0$0$0
MR GREGORY G CUNNINGHAM
BOARD MEMBER0.500.00Yes (X)$0$0$0
MR MICHAEL P NORRIS
BOARD MEMBER (UNTIL 3/4/21)0.500.00Yes (X)$0$0$0
MS SHARON MURPHY
BOARD MEMBER1.000.00Yes (X)$0$0$0
MR SOL GINDI
BOARD MEMBER (UNTIL 10/25/20)0.500.00Yes (X)$0$0$0
MS TERESA M SEBASTIAN
BOARD MEMBER1.250.00Yes (X)$0$0$0
MS LAURIE READHEAD
BOARD MEMBER0.500.00Yes (X)$0$0$0
DR A ZACHARY FAISON
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR C REYNOLD VERRET
BOARD/INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR CLARENCE D ARMBRISTER
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR CYNTHIA WARRICK
BOARD/INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR DAVID A THOMAS
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR ERNEST C MCNEALEY
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR GEORGE T FRENCH JR
BOARD/INSTITUTIONAL DIRECTOR0.750.00Yes (X)$0$0$0
DR HAKIM J LUCAS
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR JAFFUS HARDRICK
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR LEROY STAGGERS
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR MARY SCHMIDT CAMPBELL
BOARD/INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR PAULETTE DILLARD
INSTITUTIONAL DIRECTOR0.500.00Yes (X)$0$0$0
DR W FRANKLIN EVANS
INSTIT DIR (UNTIL 12/31/20)0.500.00Yes (X)$0$0$0
DR WALTER M KIMBROUGH
BOARD/INSTITUTIONAL DIRECTOR0.750.00Yes (X)$0$0$0
MR E LABRENT CHRITE
BOARD/INSTITUTIONAL DIRECTOR0.500.50Yes (X)$0$0$0
MR PAUL GAMA
BOARD MEMBER0.500.50Yes (X)$0$0$0
MS CARMEN WALTERS
BOARD MEMBER0.500.50Yes (X)$0$0$0
MR DWAUN J WARMACK
BOARD MEMBER0.500.50Yes (X)$0$0$0
MS NICOLE ROSS
BOARD MEMBER0.500.50Yes (X)$0$0$0
MR KENNETH B MEHLMAN
BOARD MEMBER0.500.50Yes (X)$0$0$0
DR MICHAEL L LOMAX
PRESIDENT & CEO50.000.00Yes (X)$1,023,706$0$145,900
MR SETH BARDU
SVP, CFO & TREASURER50.000.00Yes (X)$289,144$0$41,337
MS DESIREE C BOYKIN
VP GENERAL COUNSEL & SECRETARY50.000.00Yes (X)$265,673$0$31,315
MR BRANDON FITZGERALD
ASSOC GC & ASSIST SECY50.000.00Yes (X)$176,329$0$14,121
MR EARLY REESE
COO50.000.00$479,328$0$31,706Yes (X)
MR MAURICE JENKINS
EVP & CHIEF DEVELOPMENT OFFICER50.000.00$380,846$0$65,938Yes (X)
MS LAJUAN LYLES
SVP, HR & ADMINISTRATION50.000.00$294,358$0$37,847Yes (X)
MR LAWRENCE GRIFFITH JR
SVP, SCHOLARSHIPS & PROGRAMS50.000.00$305,791$0$25,117Yes (X)
MR DIEGO AVILES
VP. DEV NORTHERN DIVISION50.000.00$238,162$0$36,289Yes (X)
MR BRIAN BRIDGES
VP, RESEARCH & MEMBER ENGAGEMENT50.000.00$226,510$0$36,642Yes (X)
MR LODRIGUEZ MURRAY
VP. GOVERNMENT AFFAIRS50.000.00$242,488$0$10,773Yes (X)
MS PAULETTE JACKSON
VP DEV. HEADQUARTER DIVISION50.000.00$225,803$0$18,396Yes (X)
MR SEKOU BIDDLE
VP ADVOCACY50.000.00$232,990$0$10,568Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,381,128TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$505,949TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K57IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MCKINSEY AND COMPANY INC
140 FOUNTAIN PARKWAY NST PETERSBURGFL33716MGMT CONSULTANTS$4,224,775
RR DONNELLEY & SONS CO
35 W WACKER DRIVECHICAGOIL60601PRINTING$3,655,448
DELOITTE CONSULTING LLP
PO BOX 844717DALLASTX752844717MGMT CONSULTANTS$1,197,636
COMMUNITY COUNSELING SERVICE CO LLC
527 MADISON AVENUE 5TH FLOORNEW YORKNY10022STRATEGIC FUND DEVMT$909,787
BLACKBAUD
2300 WILSON BOULEVARD SUITE 420ARLINGTONVA22201SOFTWARE SUPPLIER$535,895
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K37CntrctRcvdGreaterThan100KCnt
Federated Campaigns$1,155,404FederatedCampaignsAmt
Fundraising$10,797,064FundraisingAmt
All Other Contributions$203,521,995AllOtherContributionsAmt
Total Contributions$215,474,463TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM RENTAL INCOMEDesc
Business900099BusinessCd
Total Revenue Column$293,158TotalRevenueColumnAmt
Related Or Exempt Func Income$293,158RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$293,158TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,473,251TotalRevenueColumnAmt
Unrelated Business Revenue-$116,724UnrelatedBusinessRevenueAmt
Exclusion$5,589,975ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$341,536,930SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$339,020,758SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,516,172SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,516,172TotalRevenueColumnAmt
Exclusion$2,516,172ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,518,862FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$10,797,064ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,518,862FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$223,757,044TotalRevenueColumnAmt
Related Or Exempt Func Income$293,158RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$116,724UnrelatedBusinessRevenueAmt
Exclusion$8,106,147ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$72,264,312TotalAmt
Program Services$72,264,312ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$26,961,234TotalAmt
Program Services$26,961,234ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,295,483TotalAmt
Management And General$3,295,483ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,099,430TotalAmt
Program Services$7,741,497ProgramServicesAmt
Management And General$3,255,047ManagementAndGeneralAmt
Fundraising$5,102,886FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$520,554TotalAmt
Program Services$255,389ProgramServicesAmt
Management And General$96,823ManagementAndGeneralAmt
Fundraising$168,342FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,652,068TotalAmt
Program Services$1,299,366ProgramServicesAmt
Management And General$537,804ManagementAndGeneralAmt
Fundraising$814,898FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,276,441TotalAmt
Program Services$516,234ProgramServicesAmt
Management And General$419,926ManagementAndGeneralAmt
Fundraising$340,281FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$11,139,538TotalAmt
Program Services$9,534,976ProgramServicesAmt
Management And General$794,661ManagementAndGeneralAmt
Fundraising$809,901FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$299,068TotalAmt
Program Services$5,918ProgramServicesAmt
Management And General$284,843ManagementAndGeneralAmt
Fundraising$8,307FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$268,148TotalAmt
Program Services$85,000ProgramServicesAmt
Management And General$183,148ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$65,500TotalAmt
Fundraising$65,500FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$982,448TotalAmt
Program Services$948,512ProgramServicesAmt
Management And General$33,936ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$198,481TotalAmt
Program Services$78,312ProgramServicesAmt
Management And General$6,873ManagementAndGeneralAmt
Fundraising$113,296FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,224,014TotalAmt
Program Services$546,900ProgramServicesAmt
Management And General$246,177ManagementAndGeneralAmt
Fundraising$4,430,937FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,445,244TotalAmt
Program Services$932,777ProgramServicesAmt
Management And General$86,623ManagementAndGeneralAmt
Fundraising$425,844FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,313,480TotalAmt
Program Services$1,170,595ProgramServicesAmt
Management And General$299,219ManagementAndGeneralAmt
Fundraising$843,666FundraisingAmt

Travel TravelGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$215,394TotalAmt
Program Services$183,536ProgramServicesAmt
Management And General$13,886ManagementAndGeneralAmt
Fundraising$17,972FundraisingAmt

Interest InterestGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,076,824TotalAmt
Program Services$325,487ProgramServicesAmt
Management And General$751,337ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$129,946TotalAmt
Management And General$129,946ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement 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

FieldValueIRS element (for citing)
Total$175,224,040TotalAmt
Program Services$155,024,219ProgramServicesAmt
Management And General$7,038,134ManagementAndGeneralAmt
Fundraising$13,161,687FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$23,685,359BOYAmt
EOY$82,286,308EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$78,215,506BOYAmt
EOY$86,230,320EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,682,284BOYAmt
EOY$76,172,738EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$34,036,819LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,407,809LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$25,377,576BOYAmt
EOY$24,629,010EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$248,521,386BOYAmt
EOY$233,044,525EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$111,433,310BOYAmt
EOY$144,527,749EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,406,691BOYAmt
EOY$6,534,752EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$532,322,112BOYAmt
EOY$653,425,402EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,823,491BOYAmt
EOY$9,194,962EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$431,124BOYAmt
EOY$11,527,948EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,159,022BOYAmt
EOY$26,255,274EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,450,254BOYAmt
EOY$44,088,759EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,863,891BOYAmt
EOY$91,066,943EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,343,562BOYAmt
EOY$37,789,416EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$478,114,659BOYAmt
EOY$524,569,043EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$479,458,221BOYAmt
EOY$562,358,459EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$532,322,112BOYAmt
EOY$653,425,402EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$48,533,004ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$33,414,447NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$952,787DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,952,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,822,789CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,370,684CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,890,044CurrentTaxYearMinus1YearAmt
Current Tax Year$215,474,463CurrentTaxYearAmt
Total$477,510,080TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,952,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,822,789CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,370,684CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,890,044CurrentTaxYearMinus1YearAmt
Current Tax Year$215,474,463CurrentTaxYearAmt
Total$477,510,080TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$43,067,082SubstantialContributorsTotAmt
Public Support Total170$434,442,998PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,359,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,669,418CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,054,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,110,436CurrentTaxYearMinus1YearAmt
Current Tax Year$5,473,251CurrentTaxYearAmt
Total$67,667,724TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$251,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,770CurrentTaxYearMinus1YearAmt
Total$340,443TotalAmt
FieldValueIRS element (for citing)
Total Support$545,518,247TotalSupportAmt
Gross Receipts Rltd Activities$1,468,605GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79640PublicSupportCY170Pct
Public Support PY1700.59970PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Publications Or Broadcast$1,144PublicationsOrBroadcastAmt
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$467,854DirectContactLegislatorsAmt
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Rallies Demonstrations$171,471RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$640,469TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

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

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$97,514,294BeginningYearBalanceAmt
Contributions$1,821,032ContributionsAmt
Investment Earnings Or Losses$8,893,215InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,494,455GrantsOrScholarshipsAmt
End Year Balance$103,734,086EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$91,155,802BeginningYearBalanceAmt
Contributions$278,805ContributionsAmt
Investment Earnings Or Losses$10,067,981InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,988,294GrantsOrScholarshipsAmt
End Year Balance$97,514,294EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.04270BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.63720PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.32010TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,958,557OtherCostOrOtherBasisAmt
Depreciation$4,748,305DepreciationAmt
Book Value$18,210,252BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$336,145OtherCostOrOtherBasisAmt
Depreciation$318,947DepreciationAmt
Book Value$17,198BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,333,510OtherCostOrOtherBasisAmt
Depreciation$4,299,532DepreciationAmt
Book Value$33,978BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,607OtherCostOrOtherBasisAmt
Depreciation$41,025DepreciationAmt
Book Value$17,582BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,629,010TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUNDS$22,646,212F
PRIVATE EQUITIES$44,758,288F
US AND GLOBAL EQUITIES$57,460,080F
FIXED INCOME$19,663,169F
FieldValueIRS element (for citing)
Total Book Value Securities$144,527,749TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED DISTRIBUTION TO MEMBERS$10,088,759
ACCRUED RETURN OF FUNDS TO THE GATES FOUNDATION$34,000,000
FieldValueIRS element (for citing)
Total Liability$44,088,759TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$257,141,830TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$33,414,447NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$952,787DonatedServicesAndUseFcltsAmt
Revenue Not Reported$34,367,234RevenueNotReportedAmt
Revenue Subtotal$222,774,596RevenueSubtotalAmt
Investment Expenses Not Incld$982,448InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$982,448RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$223,757,044TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$174,241,592TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$174,241,592ExpensesSubtotalAmt
Investment Expenses Not Incld2$982,448InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$982,448ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$175,224,040TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:UNCF'S COLLECTION ITEMS AMOUNTING TO $6,929,250 CONSISTED OF DONATED WORKS OF ART RECEIVED FROM THE ESTATE OF BENNY ANDREWS FOUNDATION, INC. AN INDEPENDENT APPRAISAL WAS USED TO MEASURE THE FAIR VALUE AT DATE OF GIFT. THROUGH MARCH 31, 2021, IN ACCORDANCE WITH THE DONOR'S INTENT, UNCF DISTRIBUTED $5,515,000 OF THIS ARTWORK TO MEMBER COLLEGES AND OTHER ENTITIES. AS OF MARCH 31, 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 3EDISTRIBUTIONS IN LINE WITH DONOR'S INTENT.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$9,052,800
EAST ASIA AND THE PACIFIC00INVESTMENTS$13,468,800
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$22,521,600SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$22,521,600TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:THE ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES. THE TOTAL REPORTED IN COLUMN (F) REPRESENTS THE MARKET VALUE OF THESE INVESTMENTS AS OF MARCH 31, 2021.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
KELLY STRATEGIES LLC
2674 N UPSHUR STREETARLINGTONVA22207CONSULTANT SERVICES0$0$36,500-$36,500
STUDIO 4FORTY
440 CRYSTAL SPRINGS ROADSAINT HELENACA94574EVENT SUPPORT0$0$16,000-$16,000
LEAH GOODWIN CREATIONS
1442 SEACOAST DRIVE APT 8IMPERIAL BEACHCA91932CONSULTANT SERVICES0$0$13,000-$13,000
FieldValueIRS element (for citing)
Total Retained By Contractors$65,500TotalRetainedByContractorsAmt
Total Net To Organization-$65,500TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ATLANTA MASKEDEvent1Nm
Gross Receipts Event1$935,867GrossReceiptsEvent1Amt
Charitable Contri Event1$716,352CharitableContriEvent1Amt
Gross Revenue Event1$219,515GrossRevenueEvent1Amt
Food And Beverage Event1$23,739FoodAndBeverageEvent1Amt
Entertainment Event1$195,776EntertainmentEvent1Amt
Event275TH ANNIVEvent2Nm
Gross Receipts Event2$927,737GrossReceiptsEvent2Amt
Charitable Contri Event2$845,192CharitableContriEvent2Amt
Gross Revenue Event2$82,545GrossRevenueEvent2Amt
Food And Beverage Event2$37,764FoodAndBeverageEvent2Amt
Entertainment Event2$44,782EntertainmentEvent2Amt
Other Events Total65OtherEventsTotalCnt
Gross Receipts Other Events$10,452,322GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$9,235,520CharitableContriOtherEventsAmt
Gross Revenue Other Events$1,216,802GrossRevenueOtherEventsAmt
Food And Beverage Other Events$179,055FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,037,746EntertainmentOtherEventsAmt
Gross Receipts Total$12,315,926GrossReceiptsTotalAmt
Charitable Contributions Tot$10,797,064CharitableContributionsTotAmt
Gross Revenue Total Events$1,518,862GrossRevenueTotalEventsAmt
Food And Beverage Total Events$240,558FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,278,304EntertainmentTotalEventsAmt
Direct Expense Summary Events$1,518,862DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (51 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
ALLEN UNIVERSITY
1530 HARDEN STREETCOLUMBIASC29204570341191501(C)(3)$727,911$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
BENEDICT COLLEGE
HARDEN AND BAND STREETSCOLUMBIASC29204570314365501(C)(3)$1,176,918$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
BENNETT COLLEGE FOR WOMEN
900 EAST WASHINGTON STREETGREENSBORONC27401560532296501(C)(3)$759,657$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
BETHUNE-COOKMAN UNIVERSITY
640 DR MARY MCLEOD BETHUNE BLVDDAYTONA BEACHFL32114590704726501(C)(3)$1,029,732$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
CLAFLIN UNIVERSITY
400 MAGNOLIA STREETORANGEBURGSC29115570314374501(C)(3)$1,413,927$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
CLARK ATLANTA UNIVERSITY
223 JAMES P BRAWLEY DRIVEATLANTAGA30314581825259501(C)(3)$1,532,041$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
DILLARD UNIVERSITY
2601 GENTILLY BLVDNEW ORLEANSLA70122720408929501(C)(3)$1,072,073$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
EDWARD WATERS COLLEGE
1658 KINGS ROADJACKSONVILLEFL32209591146751501(C)(3)$829,354$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
FISK UNIVERSITY
1000 17TH AVENUE NORTHNASHVILLETN37208620202000501(C)(3)$1,004,311$209,336FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
FLORIDA MEMORIAL UNIVERSITY
15800 NW 42ND AVENUEMIAMIFL33054590668483501(C)(3)$1,210,973$192,571FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
HUSTON TILLOTSON UNIVERSITY
900 CHICON STREETAUSTINTX78702741180151501(C)(3)$777,453$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
INTERDENOMINATIONAL THEOLOGICAL CENTER
700 MARTIN L KING JR DRIVE SWATLANTAGA30314580814544501(C)(3)$616,401$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
JARVIS CHRISTIAN COLLEGE
HIGHWAY 80 WESTHAWKINSTX75765750995027501(C)(3)$768,582$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
JOHNSON C SMITH UNIVERSITY
100 BEATTIES FORD ROADCHARLOTTENC28216250983069501(C)(3)$876,241$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
LANE COLLEGE
545 LANE AVENUEJACKSONTN38301620570060501(C)(3)$1,031,292$211,442FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
LEMOYNE OWEN COLLEGE
807 WALKER AVENUEMEMPHISTN38126620475690501(C)(3)$882,286$232,251FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
LIVINGSTONE COLLEGE
701 WEST MONROE STREETSALISBURYNC28144560603922501(C)(3)$889,202$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
MILES COLLEGE
5500 MYRON MASSEY BLVDFAIRFIELDAL35064630400608501(C)(3)$832,226$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
MOREHOUSE COLLEGE
830 WESTVIEW DRIVE SWATLANTAGA30314580566205501(C)(3)$1,641,380$163,718FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
MORRIS COLLEGE
100 WEST COLLEGE STREETSUMTERSC29150576000734501(C)(3)$650,503$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
OAKWOOD UNIVERSITY
7000 ADVENTIST BOULEVARD NWHUNTSVILLEAL35896630366652501(C)(3)$1,520,266$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
PAINE COLLEGE
1235 15TH STREETAUGUSTAGA30901237434499501(C)(3)$748,962$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
PHILANDER SMITH COLLEGE
ONE TRUDDIE KIBBE REED DRIVELITTLE ROCKAR72202710239729501(C)(3)$748,375$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
RUST COLLEGE
150 RUST AVENUEHOLLY SPRINGSMS38635640303805501(C)(3)$1,094,887$187,233FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
SAINT AUGUSTINE'S UNIVERSITY
1315 OAKWOOD AVENUERALEIGHNC27610560547478501(C)(3)$884,305$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
SHAW UNIVERSITY
118 EAST SOUTH STREETRALEIGHNC27611560530235501(C)(3)$1,397,213$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
SPELMAN COLLEGE
350 SPELMAN LANE SWATLANTAGA30314580566243501(C)(3)$1,052,907$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
STILLMAN COLLEGE
3601 STILLMAN BOULEVARDTUSCALOOSAAL35403630315935501(C)(3)$920,191$187,233FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
TALLADEGA COLLEGE
627 WEST BATTLE STREETTALLADEGAAL35160630288870501(C)(3)$970,655$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
TEXAS COLLEGE
2404 NORTH GRAND AVENUETYLERTX75712750917417501(C)(3)$762,311$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
TOUGALOO COLLEGE
500 WEST COUNT LINE ROADTOUGALOOMS39174640303093501(C)(3)$1,213,708$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
TUSKEGEE UNIVERSITY
CARNEGIE HALLTUSKEGEEAL36088630288878501(C)(3)$1,324,588$209,940FMVBLOOMBERG SUBSCRIPTION, AREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
VIRGINIA UNION UNIVERSITY
1500 NORTH LOMBARDY STREETRICHMONDVA23220540524516501(C)(3)$745,819$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
VOORHEES COLLEGE
103 ACADEMIC CIRCLEDENMARKSC29042570329786501(C)(3)$897,460$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
WILBERFORCE UNIVERSITY
PO BOX 1001WILBERFORCEOH45384310604719501(C)(3)$831,366$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
WILEY COLLEGE
711 WILEY AVENUEMARSHALLTX75670750818183501(C)(3)$836,469$80,117FMVAREA OFFICE & COVID SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
XAVIER UNIVERSITY
ONE DREXEL DRIVENEW ORLEANSLA70125720635884501(C)(3)$1,676,522$80,117FMVAREA OFFICE SUPPORTGRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
AMERICAN INDIAN GRADUATE CENTER SCHOLARS
3701 SAN MATEO BLVD NEALBUQUERQUENM87110850477062501(C)(3)$4,356,153$0FMVGRANTS & SCHOLARSHIPS
ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
2025 M STREET NWWASHINGTONDC20036571192973501(C)(3)$7,595,415$0FMVGRANTS & SCHOLARSHIPS
HISPANIC SCHOLARSHIP FUND
55 SECOND STREETSAN FRANCISCOCA94105521051044501(C)(3)$16,852,484$0FMVGRANTS & SCHOLARSHIPS
EXCELENCIA IN EDUCATION
1156 15TH STREET NWWASHINGTONDC20005200927912501(C)(3)$350,000$0FMVBUILDING A COMMUNITY OF PRACTICE TO LEVERAGE BIG DATA GRANT
FAYETTEVILLE STATE UNIVERSITY
1200 MURCHINSON ROADFAYETTEVILLENC28301561238736501(C)(3)$305,000$0FMVCAREER PATHWAYS INITIATIVE GRANT
MORGAN STATE UNIVERSITY
1700 E CLOUD SPRING LANEBALTIMOREMD21251237089143501(C)(3)$314,750$0FMVCAREER PATHWAYS INITIATIVE GRANT
NORFOLK STATE UNIVERSITY
700 PARK AVENUENORFOLKVA23504237235954501(C)(3)$300,000$0FMVCAREER PATHWAYS INITIATIVE GRANT
THE UNIVERSITY OF WEST ALABAMA
UWA STATION 3LIVINGSTONEAL35470636001100501(C)(3)$260,000$0FMVCAREER PATHWAYS INITIATIVE GRANT
TENNESSEE STATE UNIVERSITY
FLOYD PAYNE CAMPUS CENTERNASHVILLETN37209620786119501(C)(3)$309,575$0FMVCAREER PATHWAYS INITIATIVE GRANT
CHICAGO STATE
9501 S KING DRIVECHICAGOIL60628362580815501(C)(3)$75,000FMVCAREER PATHWAYS INITIATIVE GRANT
CITY OF NEW YORK MEDGAR EVERS COLLEGE
1650 BEDFORD AVENUEBROOKLYNNY11225112561640501(C)(3)$75,000FMVCAREER PATHWAYS INITIATIVE GRANT
LINCOLN UNIVERSITY
1570 BALTIMORE PIKELINCOLNPA19352231352655501(C)(3)$75,000FMVCAREER PATHWAYS INITIATIVE GRANT
MARTIN UNIVERSITY
2171 AVONDALE PLACEINDIANAPOLISIN46218310970262501(C)(3)$75,000FMVCAREER PATHWAYS INITIATIVE GRANT
DUKE UNIVERSITY
2080 DUKE UNIVERSITY ROADDURHAMNC27708562070036501(C)(3)$55,351FMVSTEM GRANT
FieldValueIRS element (for citing)
Total501c3 Org51Total501c3OrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
VARIOUS SCHOLARSHIPS3685$25,362,960
STIPENDS, HONORARIUMS, & FELLOWSHIPS2015$1,598,274

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR MICHAEL L LOMAX
PRESIDENT & CEO$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

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationNON-QUALIFIED DEFERRED COMPENSATION PLANS ARE IN PLACE FOR DR. MICHAEL LOMAX, PRESIDENT & CEO, 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$5,309,726RetiredAmt
Total Proceeds$31,565,000TotalProceedsAmt
Issuance Costs From Proceeds$631,300IssuanceCostsFromProceedsAmt
Other Spent Proceeds$30,933,700OtherSpentProceedsAmt
Substantial Completion2015SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective Action0ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBER INSTITUTIONS COMPRISE: 1) ALLEN UNIVERSITY 2) BENEDICT COLLEGE 3)BENNETT COLLEGE 4) BETHUNE-COOKMAN UNIVERSITY 5) CLAFLIN UNIVERSITY 6) CLARK ATLANTA UNIVERSITY 7) DILLARD UNIVERSITY 8) EDWARD WATERS COLLEGE 9) FISK UNIVERSITY 10) FLORIDA MEMORIAL UNIVERSITY 11) HUSTON-TILLOTSON UNIVERSITY 12) INTERDENOMINATIONAL THEOLOGICAL CENTER 13) JARVIS CHRISTIAN COLLEGE 14) JOHNSON C. SMITH UNIVERSITY 15) LANE COLLEGE 16) LEMOYNE-OWEN COLLEGE 17) LIVINGSTON COLLEGE 18) MILES COLLEGE 19)MOREHOUSE COLLEGE 20) MORRIS COLLEGE 21) OAKWOOD UNIVERSITY 22) PAINE COLLEGE 23) PHILANDER SMITH COLLEGE 24) RUST COLLEGE 25) SAINT AUGUSTINE UNIVERSITY 26) SHAW UNIVERSITY 27) SPELMAN COLLEGE 28) STILLMAN COLLEGE 29) TALLADEGA COLLEGE 30) TEXAS COLLEGE 31) TOUGALOO COLLEGE 32) TUSKEGEE UNIVERSITY 33) VIRGINIA UNION UNIVERSITY 34) VOORHEES COLLEGE 35) WILBERFORCE UNIVERSITY 36) WILEY COLLEGE 37) XAVIER UNIVERSITY
FORM 990, PART VI, SECTION A, LINE 7ATHE 37 MEMBER INSTITUTIONS, VIA THEIR PROXIES, ELECT ALL DIRECTORS TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BUNCF'S BYLAWS PROVIDE THAT ITS MEMBERS ELECT THE BOARD OF DIRECTORS AND OTHER MEMBERS; DETERMINE HOW BUDGETED FUNDS FOR THE MEMBERS ARE ALLOCATED AMONG THE MEMBERS; AND PROVIDE DIRECTION REGARDING ACTIVITIES AND PROGRAMS.
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE REVIEWS AND APPROVES THE FILING OF FORM 990 ON BEHALF OF THE UNCF BOARD. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS. A DETAILED REVIEW IS ALSO PERFORMED BY MANAGEMENT AND UNCF'S OUTSIDE TAX PREPARERS. A COPY OF THE COMPLETED FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY BY THE GENERAL COUNSEL TO BOARD MEMBERS, OFFICERS AND EMPLOYEES. EACH BOARD MEMBER, 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 15THE ROLE OF THE HUMAN RESOURCES AND COMPENSATION COMMITTEE (HRCC) OF THE BOARD OF DIRECTORS IS TO DISCHARGE THE BOARD'S RESPONSIBILITIES RELATING TO COMPENSATION OF UNCF'S PRESIDENT AND CEO, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE IS COMPRISED OF INSTITUTIONAL AND INDEPENDENT DIRECTORS . THE COMMITTEE UTILIZES COMPARABILITY STUDIES PRODUCED BY AN EXTERNAL 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 19COPIES 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.