2021-11-30T13:24:01-06:00 2020-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2020-01-01 834011547 NORTH FUND NORT 2029711330 1101 CONNECTICUT AVENUE NO 450 WASHINGTON DC 20036 JIM GERSTEIN PRESIDENT 2029711330 2021-11-30 1 JIM GERSTEIN 999009999 MICHAEL LUMSDEN P01262236 4159561500 2021-11-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JIM GERSTEIN 1101 CONNECTICUT AVENUE NO 450 WASHINGTON DC 20036 66608974 0 X N/A 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 0 157 0 0 9300500 66341124 0 0 27553 14065 23251 253785 9351304 66608974 1002000 34186410 0 0 157418 1058561 0 0 110000 702998 13535539 1862416 48780510 7488888 17828464 7915300 26507967 426412 1190615 7488888 25317352 X SEE SCHEDULE O 0 0 46642174 33541410 0 CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: NORTH FUND'S CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROGRAMS SUPPORT A RANGE OF INITATIVES, INCLUDING PROTECTING AND EXPANDING ACCESS TO AFFORDABLE HEALTH CARE, SAFEGUARDING THE ENVIRONMENT FOR FUTURE GENERATIONS, AND ADVOCATING FOR LGBTQIA+ AND HUMAN RIGHTS. 645000 645000 0 CAPACITY BUILDING: NORTH FUND'S CAPACITY BUILDING PROGRAMS SUPPORT A BROAD RANGE OF SOCIAL IMPACT INITIATIVES AND CAMPAIGNS, INCLUDING NEW PUBLIC/PRIVATE PARTNERSHIPS, CRIMINAL JUSTICE REFORM, AND GLOBAL HEALTH. 47287174 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 47 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 ARABELLA ADVISORS 2025951020 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 JIM GERSTEIN PRESIDENT AND CHAIR 1.00 0.00 X X 0 0 0 CRISTINA URIBE TREASURER 1.00 0.00 X X 0 0 0 MELANIE BELLER SECRETARY 1.00 0.00 X X 0 0 0 SAURABH GUPTA GENERAL COUNSEL 1.00 0.00 X 10611 0 0 10611 0 0 0 0 0 0 MOXIE MEDIA 1201 THIRD AVENUE SUITE 2200 SEATTLE WA 98101 MEDIA SERVICES 2296936 ARABELLA ADVISORS 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ADMIN., OPERATIONS & MANAGEMENT SERVICES 941615 PERKINS COIE LLP PO BOX 24643 SEATTLE WA 98124 LEGAL SERVICES 609836 CLARIFY AGENCY 870 MARKET ST SUITE 428 SAN FRANCISCO CA 94102 MEDIA SERVICES 250000 WPP GROUP USA INC 999 18TH ST SUITE 2105N DENVER CO 80202 CONSULTING SERVICES 166985 10 66341124 66341124 14065 14065 GENERAL ADMIN RETAINER 541900 253386 253386 OTHER REVENUE 900099 399 399 253785 66608974 0 0 267850 34186410 34186410 10611 1061 9550 851230 850987 243 17566 17383 183 111075 109915 1160 68079 67368 711 1232135 1232135 903156 903068 88 16098 16098 1222715 1222715 1209850 1022730 77120 110000 8693782 8693782 11251 3352 7899 56063 52375 3688 60440 59800 640 70355 70355 23748 23748 28956 186 28770 TAXES 4293 4293 LICENSES AND FEES 1998 1240 758 DUES AND SUBSCRIPTIONS 699 699 48780510 47287174 1383336 110000 7805770 19986960 0 6445048 0 24991 109530 50968 7915300 26507967 426412 1010615 0 180000 426412 1190615 X -134540 -17893 7623428 25335245 7488888 25317352 7915300 26507967 17828464 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10333150 0 20500 10312650 10333150 1 PLANNED PARENTHOOD VOTES 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 134128897 50000 0 PART I-A, LINE 1: FUNDS EXPENDED TO FURTHER SOCIAL WELFARE. 0 X 66608974 0 66608974 0 66608974 48780510 0 48780510 0 48780510 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 A PHILIP RANDOLPH EDUCATIONAL FUND INC 1408 HILLSBOROUGH STREET RALEIGH NC 27605 473555626 501(C)(4) 65000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ABORTION ACCESS FOR ALL 1315 S CLAYTON ST SUITE 300 DENVER CO 80210 843366418 501(C)(4) 1350000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ALLIANCE FOR A BETTER MINNESOTA 1600 UNIVERSITY AVE W SUITE 309 ST PAUL MN 55104 260317208 501(C)(4) 220000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ALLIANCE OF FAMILIES FOR JUSTICE INC 8 W 126TH ST FLOOR 3 NEW YORK NY 10027 821971330 501(C)(3) 10000 CAPACITY BUILDING ARIZONA ADVOCACY NETWORK INC 221 E INDIANOLA AVE PHOENIX AZ 85012 010637750 501(C)(4) 1072614 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY BLACK WOMEN FOR WELLNESS ACTION PROJECT PO BOX 292516 LOS ANGELES CA 90029 822822118 501(C)(4) 10000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CARE IN ACTION 45 BROADWAY SUITE 320 NEW YORK NY 10006 464605470 501(C)(4) 700000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CASA IN ACTION INC 8151 15TH AVE HYATTSVILLE MD 20783 272145405 501(C)(4) 50000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CEASEFIRE PENNSYLVANIA 1518 WALNUT STREET SUITE 1406 PHILADELPHIA PA 19102 460483761 501(C)(4) 75000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CITIZEN ACTION OF WISCONSIN INC 2797 S KINNICKINNIC AVE MILWAUKEE WI 53207 391424314 501(C)(4) 50000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CLEAN MISSOURI 510 E 115TH TERRACE KANSAS CITY MO 64131 820715881 527 1000000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COLORADO FAMILIES FIRST 1315 S CLAYTON STREET SUITE 300 DENVER CO 80210 611954894 501(C)(4) 4400000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CONSERVATION VOTERS OF PENNSYLVANIA PO BOX 2125 PHILADELPHIA PA 19103 270800179 501(C)(4) 75000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY DELAWARE COALITION AGAINST GUN VIOLENCE INC PO BOX 883 HOCKESSIN DE 19707 300769289 501(C)(4) 30000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EMERGING AMERICAN MAJORITIES 1225 I ST NW SUITE 1250 WASHINGTON DC 20005 814100201 501(C)(4) 375000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FOR OUR FUTURE ACTION FUND 1411 K STREET NW STE 900 WASHINGTON DC 20005 812638345 501(C)(4) 75000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FORWARD TOGETHER ACTION 300 FRANK H OGAWA PLAZA OAKLAND CA 94612 843565059 501(C)(4) 150000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FSIC AMERICAN INNOVATION AND OPPORTUNITY FUND 1310 EASTERN AVE NE WASHINGTON DC 20019 814196585 501(C)(3) 10000 CAPACITY BUILDING FUTURE FORWARD USA ACTION 611 PENNSYLVANIA AVE SE SUITE 143 WASHINGTON DC 20003 824170762 501(C)(4) 6736650 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY GEORGIA INVESTOR ACTION FUND PO BOX 170515 ATLANTA GA 30317 474777204 501(C)(4) 250000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY GROUNDSWELL ACTION FUND 548 MARKET ST UNIT 49734 SAN FRANCISCO CA 94104 821172119 501(C)(4) 400000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY GUN VIOLENCE PREVENTION ACTION COMMITTEE 126 E WING ST SUITE 205 ARLINGTON HEIGHTS IL 60004 815180730 501(C)(4) 50000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY HUMAN RIGHTS CAMPAIGN INC 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 521243457 501(C)(4) 20000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY LEAGUE OF CONSERVATION VOTERS INC 740 15TH STREET NW FLOOR 7 WASHINGTON DC 20005 521733698 501(C)(4) 350000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY LIVING UNITED FOR CHANGE IN ARIZONA 5716 N 19TH AVE PHOENIX AZ 85015 271398645 501(C)(4) 100000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MAKE NC FIRST PO BOX 648 RALEIGH NC 27602 463981642 501(C)(4) 350000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MICHIGAN LEAGUE OF CONSERVATION VOTERS 3029 MILLER ROAD ANN ARBOR MI 48103 383481677 501(C)(4) 75000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MISSOURIANS FOR HEALTHCARE 3220 WEST EDGEWOOD STE E JEFFERSON CITY MO 65109 842480884 501(C)(4) 1913370 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MOTHERING JUSTICE ACTION FUND 17320 LIVERNOIS AVE DETROIT MI 48221 822828323 501(C)(4) 75000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NARAL PRO-CHOICE AMERICA 1725 EYE ST NW SUITE 900 WASHINGTON DC 20006 132630359 501(C)(4) 400000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NATIONAL BLACK JUSTICE COALITION POST OFFICE BOX 71395 WASHINGTON DC 20024 200667808 501(C)(3) 10000 CAPACITY BUILDING NATIONAL WOMENS LAW CENTER ACTION FUND 11 DUPONT CIR NW STE 800 WASHINGTON DC 20036 460639645 501(C)(4) 400000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW APPROACH MONTANA 602 W LAMME ST BOZEMAN MT 59715 843244528 527 4727500 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 500000 CAPACITY BUILDING NORTH CAROLINA BLACK ALLIANCE PO BOX 27886 RALEIGH NC 27611 562210571 501(C)(3) 10000 CAPACITY BUILDING NORTH CAROLINIANS AGAINST GUN VIOLENCE ACTION FUND PO BOX 52425 DURHAM NC 27717 831339571 501(C)(4) 62500 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OHIOANS FOR RAISING THE WAGE 545 E TOWN ST COLUMBUS OH 43215 843355630 501(C)(4) 1657277 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OPPORTUNITY ARIZONA 3821 N 15TH DR PHOENIX AZ 85015 843103154 501(C)(4) 250000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ORGANIZERS IN THE LAND OF ENCHANTMENT 411 BELLAMAH AVE NW ALBUQUERQUE NM 87102 271275724 501(C)(4) 90000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OVERALL 6516 MONONA DRIVE UNIT 244 MADISON WI 53716 843646174 501(C)(4) 220000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PA ALLIANCE ACTION 2034 S COLORADO ST PHILADELPHIA PA 19145 823537729 501(C)(4) 280000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PEOPLES ACTION 3518 S EDMUNDS ST SEATTLE WA 98118 262613701 501(C)(4) 150000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD ACTION FUND INC 123 WILLIAM STREET FLOOR 10 NEW YORK NY 10038 133539048 501(C)(4) 1000000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD ADVOCATES OF MI PO BOX 15104 LANSING MI 48901 382765858 501(C)(4) 225000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD NDSDMS 671 VANDALIA ST SAINT PAUL MN 55114 411709702 501(C)(4) 75000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD PA ADVOCATES 1514 N 2ND STREET HARRISBURG PA 17102 232208281 501(C)(4) 100000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD VOTES 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 134128897 527 50000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PPRM ACTION FUND 7155 E 38TH AVE DENVER CO 80207 841191279 501(C)(4) 280000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROSPERITY MICHIGAN 3265 SKY BLUE LANE SAULT STE MARIE MI 49783 843158975 501(C)(4) 200000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROTECT COLORADO'S RECOVERY 656 ROCK RIDGE DRIVE LAFAYETTE CO 80026 852837011 501(C)(4) 750000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SECURE DEMOCRACY 611 PENNSYLVANIA AVE SE 143 WASHINGTON DC 20003 823846342 501(C)(4) 1000000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SIXTEEN THIRTY FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 264486735 501(C)(4) 800000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SOUTH CAROLINA PROGRESSIVE NETWORK EDUCATION FUND PO BOX 8325 COLUMBIA SC 29202 571069839 501(C)(3) 10000 CAPACITY BUILDING SPARK REPRODUCTIVE JUSTICE NOW INC 1065 RALPH DAVID ABERNATHY BLVD 200 200 ATLANTA GA 30310 581872316 501(C)(3) 10000 CAPACITY BUILDING STATE POLICY INSTITUTE 1090 VERMONT AVE NW SUITE 750 WASHINGTON DC 20005 834143727 501(C)(4) 200000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY STATES NEWSROOM 1450 RALEIGH RD SUITE 200 CHAPEL HILL NC 27517 842113822 501(C)(3) 85000 CAPACITY BUILDING TAKEACTION MINNESOTA 705 RAYMOND AVE 100 SAINT PAUL MN 55114 203338691 501(C)(4) 50000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY THE FAIRNESS PROJECT 2300 18TH STREET NW UNIT 21337 WASHINGTON DC 20009 371779557 501(C)(4) 10000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY VOTERS NOT POLITICIANS PO BOX 16180 LANSING MI 48910 821389940 501(C)(4) 130000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WORKING AMERICA 815 16TH STREET NW WASHINGTON DC 20006 200263611 501(C)(5) 75000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WORKING FAMILIES PARTY 81 PROSPECT ST BROOKLYN NY 11201 204994004 501(C)(4) 15000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY YES ON NATIONAL POPULAR VOTE 656 ROCK RIDGE DRIVE LAFAYETTE CO 80026 842501310 501(C)(4) 250000 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 8 54 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 1: 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. 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 2020. 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.