2022-11-09T19:35:43-06:00 2021-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2021-01-01 834011547 NORTH FUND NORT 2029711330 1101 CONNECTICUT AVENUE 450 WASHINGTON DC 20036 JIM GERSTEIN PRESIDENT 2029711330 2022-11-06 1 JIM GERSTEIN 999009999 MICHAEL LUMSDEN P01262236 4159561500 2022-11-06 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JIM GERSTEIN 1101 CONNECTICUT AVENUE 450 WASHINGTON DC 20036 42926545 0 X WWW.NORTHFUND.ORG X 2018 DC THE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES. IT FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE. 3 3 0 8 0 0 66341124 42712036 0 0 14065 0 253785 214509 66608974 42926545 34186410 10896593 0 0 1058561 1874619 0 0 144923 13535539 20616057 48780510 33387269 17828464 9539276 26507967 43517343 1190615 8660715 25317352 34856628 X SEE SCHEDULE OTHE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES. IT FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE. 0 1 32157665 10896593 0 CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: NORTH FUND'S CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROGRAMS SUPPORT A RANGE OF INITIATIVES, INCLUDING PROTECTING AND EXPANDING ACCESS TO AFFORDABLE HEALTH CARE, SAFEGUARDING THE ENVIRONMENT FOR FUTURE GENERATIONS, AND ADVOCATING FOR LGBTQIA+ AND HUMAN RIGHTS. 32157665 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 110 0 1 0 0 0 0 0 1 1 0 0 0 X 3 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT DC FL GA HI ID IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OK OR PA RI SC TN UT VA WI WV X X ARABELLA ADVISORS 2025951020 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 X JIM GERSTEIN PRESIDENT AND CHAIR 1.00 X X 0 0 0 CRISTINA URIBE TREASURER 1.00 X X 0 0 0 MELANIE BELLER SECRETARY 1.00 X X 0 0 0 SAURABH GUPTA GENERAL COUNSEL 1.00 X 19895 0 0 MEGAN LEWIS PROJECT DIRECTOR 14.00 X 118804 0 4117 JESSE LEHRICH PROJECT ADVISOR 32.00 X 138483 0 9876 277182 0 13993 0 0 0 0 PERKINS COIE LLP PO BOX 24643 SEATTLE WA 98124 LEGAL SERVICES 1872846 ELIAS LAW GROUP LLC 10 G ST NE SUITE 600 WASHINGTON DC 20002 LEGAL SERVICES 738698 TARGETED PLATFORM MEDIA LLC 651 MAID MARION RD ANNAPOLIS MD 21405 MEDIA, ADVERTISING & DESIGN SERVICES 622305 ARABELLA ADVISORS 1828 L ST NW SUITE 300 WASHINGTON DC 20036 ADMIN., OPERATIONS & MANAGEMENT SERVICES 551809 SPECTOR ROH STRATEGIES 316 W WASHINGTON AVE 675 MADISON WI 53703 PROJECT MANAGEMENT 513000 20 42712036 42712036 GENERAL ADMIN RETAINER 541900 200909 200909 OTHER REVENUE 910099 13600 13600 214509 42926545 0 0 214509 10896593 10896593 19895 1990 17905 1534360 1527607 6753 31450 30951 499 170871 168160 2711 118043 116170 1873 882440 882440 2886409 2875366 11043 35200 35200 739193 739193 2547469 2345896 56650 144923 12559957 12559957 59622 44801 14821 184081 164511 19570 113876 112623 1253 35190 35190 519101 519101 32123 32123 DUES AND SUBSCRIPTIONS 15688 15685 3 LICENSES AND FEES 3308 3267 41 TAXES 2400 604 1796 33387269 32157665 1084681 144923 19986960 36017276 6445048 7450000 24991 41808 50968 8259 26507967 43517343 1010615 2570215 180000 6090500 1190615 8660715 X -17893 -19225 25335245 34875853 25317352 34856628 26507967 43517343 9539276 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3707601 0 152601 3555000 3707601 0 EMERGE NEW MEXICO 500 MARQUETTE AVE NW ALBUQUERQUE NM 87102 900783311 50000 NEW MEXICO SENATE DEMOCRATS 313 MOON ST NE ALBUQUERQUE NM 87123 821045511 25000 PART I-A, LINE 1: FUNDS EXPENDED TO FURTHER SOCIAL WELFARE. 0 X 42926545 0 42926545 0 42926545 33387269 0 33387269 0 33387269 PART X, LINE 2: THE FUND DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FUND FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. 1 9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN 207 E BUFFALO STREET MILWAUKEE WI 53202 521201710 501(C)(5) 150000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ARIZONA COALITION FOR CHANGE 1241 E WASHINGTON ST SUITE 103 PHOENIX AZ 85034 822534431 501(C)(3) 10000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AVOW INC PO BOX 9883 AUSTIN TX 78766 742007519 501(C)(4) 300000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY BLACK MALE VOTER PROJECT 384 NORTHYARDS BLVD NW BUILDING 100 SUITE 190 ATLANTA GA 30313 843530186 501(C)(4) 10000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY BLACK VOTERS MATTER FUND INC 4751 BEST RD EAST POINT GA 30337 813625061 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CARE IN ACTION 45 BROADWAY NEW YORK NY 10006 464605470 501(C)(4) 150000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CASE ACTION FUND 1021 S 7TH AVE SUITE 202 PHOENIX AZ 85007 454874128 501(C)(4) 10000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CATHOLIC BISHOP OF CHICAGO ST SABINA DBA ST SABINA 1210 W 78TH PL CHICAGO IL 60620 362171123 501(C)(3) 20000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CENTER FOR CIVIC ACTION 625 SILVER AVE SW ALBUQUERQUE NM 87102 020779812 501(C)(4) 51000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CITIZEN ACTION OF WISCONSIN INC 2797 S KINNICKINNIC AVE MILWAUKEE WI 53207 391424314 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COLORADO CEASEFIRE LEGISLATIVE ACTION PO BOX 7501 DENVER CO 80207 470865736 501(C)(4) 20000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COMMON CAUSE 805 15TH STREET NW WASHINGTON DC 20005 526078441 501(C)(4) 300000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COMMON DEFENSE CIVIC ENGAGEMENT 251 W 30TH ST NEW YORK NY 10001 833156982 501(C)(4) 140250 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EL CENTRO PODER Y ACCION 714 4TH ST SW ALBUQUERQUE NM 87102 853020297 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EMERGE NEW MEXICO 500 MARQUETTE AVE NW ALBUQUERQUE NM 87102 900783311 527 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FAMILY FRIENDLY ACTION FUND 114 NORTH MAIN STREET CONCORD NH 03301 831806898 501(C)(4) 140000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FOR WEST VIRGINIAS FUTURE PO BOX 132 ONA WV 25545 824058689 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FORWARD TOGETHER 300 FRANK H OGAWA PLAZA OAKLAND CA 94612 843565059 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY HOUSTON IN ACTION 515 POST OAK BLVD HOUSTON TX 77027 830940984 501(C)(3) 60000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY LUBBOCK COALITION FOR HEALTHCARE ACCESS 3716 22ND PL LUBBOCK TX 79410 862231967 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MARYLANDERS TO PREVENT GUN VIOLENCE 2600 SAINT PAUL ST BALTIMORE MD 21218 462756378 501(C)(3) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MICHIGAN CIVIC ACTION FUND 28342 DARTMOUTH ST MADISON HEIGHTS MI 48071 823995979 501(C)(4) 205000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MISSOURI WIN 4818 WASHINGTON BLVD SAINT LOUIS MO 63108 824375006 501(C)(4) 60000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MOTHERING JUSTICE ACTION FUND 17320 LIVERNOIS AVE DETROIT MI 48221 822828323 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NARAL PRO CHOICE OHIO 11811 SHAKER BLVD CLEVELAND OH 44120 310963461 501(C)(4) 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NATIONAL ALLIANCE FOR CAREGIVING 1730 RHODE ISLAND AVENUE NW WASHINGTON DC 20036 521931357 501(C)(3) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEO PHILANTHROPY INC 45 W 36TH STREET NEW YORK NY 10018 133191113 501(C)(3) 165000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW AMERICA FOUNDATION 740 15TH ST NW WASHINGTON DC 20005 522096845 501(C)(3) 80000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW MEXICO SENATE DEMOCRATS 313 MOON ST NE ALBUQUERQUE NM 87123 821045511 527 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW YORK STATE IMMIGRANT ACTION FUND 131 WEST 33RD STREET NEW YORK NY 10001 611613175 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW YORKERS AGAINST GUN VIOLENCE INC 675 THIRD AVE NEW YORK NY 10017 133808186 501(C)(3) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NORTH CAROLINIANS AGAINST GUN VIOLENCE ACTION FUND PO BOX 52425 DURHAM NC 27717 831339571 501(C)(3) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OHIO PROGRESSIVE COLLABORATIVE 341 SOUTH THIRD STREET COLUMBUS OH 43215 822146860 501(C)(4) 325000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OUR VOICE OUR VOTE ARIZONA 1241 E WASHINGTON ST LAVEEN AZ 85034 823222019 501(C)(4) 221600 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PA ALLIANCE ACTION 2034 S COLORADO ST PHILADELPHIA PA 19145 823537729 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD ADVOCATES OF MI PO BOX 15104 LANSING MI 48901 382765858 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD TEXAS VOTES 201 E BEN WHITE BLVD AUSTIN TX 78704 465305326 501(C)(4) 75000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY POWER COALITION FOR ELECTORAL JUSTICE 4930 WASHINGTON AVE NEW ORLEANS LA 70125 843880115 501(C)(3) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PRODIGAL CHILD PROJECT 403 W POWELL ST DOTHAN AL 36303 020803494 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROGRESS NORTH CAROLINA ACTION 2912 HIGHWOODS BLVD RALEIGH NC 27604 452862217 501(C)(4) 125000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROGRESSNOW NEW MEXICO 625 SILVER AVE SW ALBUQUERQUE NM 87102 454130072 501(C)(4) 105000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PUBLIC PRIVATE STRATEGIES INSTITUTE 700 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 843330258 501(C)(3) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY RIVER PHOENIX CENTER FOR PEACE 2603 NW 13 STREET GAINESVILLE FL 32609 593179952 501(C)(3) 10000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY RUN FOR SOMETHING ACTION FUND 1900 L ST NW WASHINGTON DC 20036 814761176 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SECURE DEMOCRACY 611 PENNSYLVANIA AVE SE WASHINGTON DC 20003 823846342 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SIX ACTION PO BOX 260230 MADISON WI 53726 203169871 501(C)(4) 20000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SIXTEEN THIRTY FUND 1201 CONNECTICUT AVE NW WASHINGTON DC 20036 264486735 501(C)(4) 1900000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SUNRISE MOVEMENT 50 F ST NW SUITE 700 WASHINGTON DC 20001 821232167 501(C)(4) 10000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY TEXAS FREEDOM NETWORK PO BOX 1626 AUSTIN TX 78767 742736849 501(C)(4) 600000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY TEXAS ORGANIZING PROJECT PO BOX 120296 SAN ANTONIO TX 78212 271482075 501(C)(4) 125000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501(C)(3) 137993 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY TIDES FOUNDATION 1014 TORNEY AVE SAN FRANCISCO CA 94129 510198509 501(C)(3) 20000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY UNIDOSUS ACTION FUND INC 1126 16TH STREET NW WASHINGTON DC 20005 455341145 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY USAGAINSTALZHEIMER'S ACTION PO BOX 34565 WASHINGTON DC DC 20043 271538205 501(C)(4) 104500 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY VOTERS NOT POLITICIANS PO BOX 16180 LANSING MI 48901 821389940 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WESTERN CONSERVATION ACTION 1675 LARIMER STREET UNIT 420 DENVER CO 80202 208091495 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WORKMONEY INC 790 N MILWAUKEE ST MILWAUKEE WI 53202 850604101 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 14 43 PART I, LINE 2: THE NORTH FUND MAKES GRANTS TO MULTIPLE ORGANIZATIONS AND COMMITTED COMMUNITY LEADERS. THE FUND REQUIRES GRANTEES TO SIGN GRANT AGREEMENTS CERTIFYING THAT ALL ACTIVITIES ARE CONSISTENT WITH ALLOWABLE SOCIAL WELFARE WORK CONSISTENT WITH THE NORTH FUND'S MISSION AND PURPOSE. THE NORTH FUND REQUIRES THAT GRANTEES SUBMIT INTERIM AND POST-GRANT REPORTS TO HELP ENSURE THAT ALL FUNDS ARE PROPERLY MANAGED AND EXPENDED, AND THE NORTH FUND REQUIRES THAT FUNDS BE RETURNED IF REPORTS ARE NOT PROPERLY FILED OR IF FUNDS ARE NOT SPENT. FORM 990, PART III, LINE 3 DURING THE 2021 TAX YEAR, NORTH FUND DID NOT CONDUCT ANY "CAPACITY BUILDING" PROGRAM ACTIVITY. FORM 990, PART V, LINE 2A / FORM 990, PART VII, SECTION A: NEW VENTURE FUND (AN UNAFFILIATED ORGANIZATION EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3)) IS A PAYROLL REPORTING AGENT FOR NORTH FUND UNDER THE IRS COMMON PAYMASTER RULES. UNDER THE ARRANGEMENT, NORTH FUND REIMBURSES NEW VENTURE FUND FOR ITS ALLOCATED SHARE OF SALARIES AND BENEFITS. FORM 990, PART VI, SECTION A, LINE 3 THE NORTH FUND CONTRACTS WITH ARABELLA ADVISORS, A COMPANY WITH EXPERTISE IN PHILANTHROPY AND NONPROFIT MANAGEMENT, TO PROVIDE ADMINISTRATIVE SUPPORT, ACCOUNTING SERVICES, AND LEGAL GUIDANCE RELATED TO THE FUND'S GRANTMAKING AND OPERATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE SEPARATE COMMITTEES IN 2021. ACCORDINGLY, FORM 990, PART VI, SECTION A, LINE 8B HAS BEEN ANSWERED "NO". FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT AND REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY, IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY NOT MADE AVAILABLE TO THE PUBLIC.