2025-11-10T15:38:54-06:00 2024-12-31 060903326 WHITTLESEY PC 14 BOBALA RD HOLYOKE MA 01040 990 2024-01-01 043243004 PROTEUS FUND INC PROT 4132560349 303 WYMAN STREET 300 WALTHAM MA 02451 PAUL DI DONATO CHIEF EXECUTIVE OFFICER 4132560349 2025-11-10 1 1 THOMAS DOWLING P01232667 4135363970 2024 2025-03-06 01:10:19Z PAUL DI DONATO 303 WYMAN STREET 300 WALTHAM MA 02451 43630624 0 X WWW.PROTEUSFUND.ORG X 1994 MA PROTEUS FUND CONNECTS PHILANTHROPY TO THE FRONTLINES OF SOCIAL JUSTICE TO ADVANCE RACIAL, GENDER, QUEER, AND DISABILITY JUSTICE, AND AN INCLUSIVE, FULLY REPRESENTATIVE DEMOCRACY. 12 12 106 12 0 0 68783585 39756258 1288018 1621263 1970516 1822910 0 0 72042119 43200431 21796906 21647272 0 0 13184469 15413724 0 0 2099518 14191514 13795083 49172889 50856079 22869230 -7655648 75407064 67104176 7361017 6320606 68046047 60783570 PROTEUS FUND CONNECTS PHILANTHROPY TO THE FRONTLINES OF SOCIAL JUSTICE TO ADVANCE RACIAL, GENDER, QUEER, AND DISABILITY JUSTICE, AND AN INCLUSIVE, FULLY REPRESENTATIVE DEMOCRACY. 0 0 25204237 13026086 988971 PROTEUS FUND SPECIALIZES IN CONNECTING ENGAGED, MISSION-ALIGNED FUNDERS TO EACH OTHER AND TO GRANTEES THROUGH DONOR COLLABORATIVES. WE ALSO OFFER FISCAL SPONSORSHIP TO DYNAMIC SOCIAL JUSTICE INITIATIVES AS WELL AS DONOR AND GROUP ADVISED FUNDS ALIGNED WITH OUR MISSION, VISION, AND VALUES. 7437316 3981167 291827 PIPER FUND IS A DONOR COLLABORATIVE THAT BRINGS TOGETHER INDIVIDUAL DONORS AND FOUNDATIONS TO DEFEND DEMOCRATIC INSTITUTIONS AND THE RULE OF LAW. THE FUND CONNECTS AND RESOURCES GRASSROOTS ORGANIZATIONS DEDICATED TO PROTECTING OUR DEMOCRACY AND ENVISIONING REFORMS TO MAKE IT MORE INCLUSIVE AND REPRESENTATIVE. 8676868 4640019 340465 RIGHTS, INCLUSION, SOLIDARITY, AND EQUITY (RISE) TOGETHER FUND IS A DONOR COLLABORATIVE THAT BRINGS TOGETHER INDIVIDUAL DONORS AND FOUNDATIONS TO ADVANCE THE CIVIL RIGHTS AND FIGHT FOR FULL INCLUSION OF BLACK, AFRICAN, ARAB, MUSLIM, MIDDLE EASTERN, AND SOUTH ASIAN COMMUNITIES AND PROMOTE THEIR CONTRIBUTIONS TO DEMOCRACY, CULTURE, AND SOCIETY. 41318421 1 1 0 1 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 106 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY DC CA CO IL MD MN ME MT NC NJ PA RI VA WA AZ AR CT DE FL GA HI ID KS KY LA MI MS MO NE NV NH NM ND OH OK OR SC TX UT VT WV WI WY X CLAIRE DAVIS 4134613442 303 WYMAN STREET SUITE 300 WALTHAM MA 02451 PAUL DI DONATO PRESIDENT & CEO 40.00 X 369231 0 48245 BEERY JIMENEZ CHIEF OPERATING OFFICER 40.00 X 226413 0 26489 MICHAEL JARVIS PROGRAM DIRECTOR 40.00 X 198433 0 58958 SYDNEY HENRIQUES-PAYNE DIRECTOR OF PEOPLE & CULTURE 40.00 X 195064 0 29169 RYAN CHAVEZ FORMER CHIEF FINANCIAL OFFICER 40.00 X 176379 0 47057 NICOLE CAMPBELL CHAIR 5.00 X X 0 0 0 NIMA SHIRAZI VICE CHAIR 5.00 X X 0 0 0 RICK SCOTT TREASURER 5.00 X X 0 0 0 DESIREE FLORES SECRETARY 5.00 X X 0 0 0 TAMMY DOWLEY-BLACKMAN DIRECTOR 2.00 X 0 0 0 PATRICIA ENG DIRECTOR 2.00 X 0 0 0 EVERETTE THOMPSON-FRANCOIS DIRECTOR 2.00 X 0 0 0 RISA RIFKIND DIRECTOR 2.00 X 0 0 0 MARIA TERESA ROJAS DIRECTOR 2.00 X 0 0 0 BETSY SCHMIDT DIRECTOR 2.00 X 0 0 0 TIA OROS PETERS DIRECTOR 2.00 X 0 0 0 ERIC WARD DIRECTOR 5.00 X 0 0 0 1165520 0 209918 10 0 1 0 GLOBAL IMPACT 1199 NORTH FAIRFAX ST STE 300 ALEXANDRIA VA 22314 FIELD BUILDING CONSULTANT 220000 TIFFANY FLOWERS 2102 BOLTON ST BALTIMORE MD 21217 PROGRAM CONSULTING 146274 KAIROS & HEAT LLC 1 CLOCKTOWER PLACE APT408 NASHUA NH 03060 PROGRAM CONSULTING 136816 JENNY LAH 2345 KANSAS AVE APT 22 SANTA MONICA CA 90404 COMMUNICATIONS CONSULTANT 130277 FRIDAY PARTNERS LLC 1632 BROADWAY 422 EUREKA CA 95501 COMMUNICATIONS CONSULTANT 127345 5 39756258 39756258 ADMINISTRATIVE INCOME 900099 1621263 1621263 1621263 1797815 1797815 455288 430193 25095 25095 25095 43200431 1621263 0 1822910 X 21599272 21599272 48000 48000 893813 545226 250268 98319 10848238 6648359 3022529 1177350 1086357 662678 304180 119499 1687049 866723 590930 229396 898267 550309 250369 97589 158929 33898 125031 40000 40000 8627145 7123662 1133251 370232 205874 85907 119967 652642 495995 156160 487 463250 202832 260418 370825 41611 329214 3262756 2413949 842161 6646 13662 13662 50856079 41318421 7438140 2099518 822613 3672584 49896016 37919190 21168927 16705216 435348 411178 161551 101560 73653 59991 2334871 7812894 675636 523123 75407064 67104176 6899955 6028111 461062 292495 7361017 6320606 X 7091100 5710826 60954947 55072744 68046047 60783570 75407064 67104176 -7655648 393171 0 X X 0 1 X 1 0 X 42630500 46087060 62481006 68911588 39756258 259866412 42630500 46087060 62481006 68911588 39756258 259866412 259866412 305904 128668 467948 1970516 1797815 4670851 264537263 0.98230 0.98790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108250 424750 533000 50323079 50856079 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 783502 661250 400000 533000 2377752 250000 250000 250000 250000 1000000 1500000 195876 165313 100000 108250 569439 5 4016740 7885291 2363791 1 1 69369 40886 28483 92182 60674 31508 59991 OPERATING LEASE LIABILITY 292495 292495 43593602 393171 393171 43200431 0 43200431 50856079 0 50856079 0 50856079 PART X, LINE 2: THE FUND ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2024. THE FUND'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 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WASHINGTON DC 20036 550889748 501(C)3 1000000 0 GENERAL SUPPORT PROTEUS ACTION LEAGUE 303 WYMAN ST SUITE 300 WALTHAM MA 02451 223888268 501(C)4 1799000 0 RIGHTS & JUSTICE VOTER REGISTRATION PROJECT EDUCATION FUND 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 812169516 501(C)3 2000000 0 GENERAL SUPPORT UNIDOSUS 1126 16TH ST NW WASHINGTON DC 20036 860212873 501(C)3 2000000 0 DEMOCRACY MISCELLANEOUS GRANTS 4 48000 PART I, LINE 2: PROTEUS FUND'S GRANTMAKING PROCEDURES INCLUDE CONDUCTING DUE DILIGENCE ON POTENTIAL GRANTEES, AWARDING GRANTS PURSUANT TO GRANT AGREEMENTS THAT INDICATE FUNDS MUST BE USED FOR CHARITABLE PURPOSES AND REQUIRE PERIODIC REPORTING FROM GRANTEES, AND OTHER OVERSIGHT MEASURES AS NEEDED TO ENSURE THAT FUNDS ARE USED FOR THE CHARITABLE PURPOSES FOR WHICH THEY ARE GIVEN. X X X X X 0 0 0 0 0 0 0 0 0 PAUL DI DONATO PRESIDENT & CEO 369231 0 0 0 0 0 0 0 48245 0 417476 0 0 0 BEERY JIMENEZ CHIEF OPERATING OFFICER 226413 0 0 0 0 0 0 0 26489 0 252902 0 0 0 MICHAEL JARVIS PROGRAM DIRECTOR 198433 0 0 0 0 0 0 0 58958 0 257391 0 0 0 SYDNEY HENRIQUES-PAYNE DIRECTOR OF PEOPLE & CULTURE 195064 0 0 0 0 0 0 0 29169 0 224233 0 0 0 RYAN CHAVEZ FORMER CHIEF FINANCIAL OFFICER 176379 0 0 0 0 0 0 0 47057 0 223436 0 0 0 X 13 2308806 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS OF 990 PREPARED BY AN INDEPENDENT CPA, REVIEWED BY SENIOR STAFF, REVIEWED BY COUNSEL, REVIEWED BY THE BOARD CHAIR AND TREASURER, AND PROVIDED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C PROTEUS FUND HAS A WRITTEN CONFLICT OF INTEREST POLICY DISTRIBUTED ANNUALLY, AND EACH BOARD MEMBER, OFFICER, AND BOARD COMMITTEE MEMBER IS REQUIRED ANNUALLY TO SIGN A STATEMENT THAT IT HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY. IN 2021, THE POLICY WAS REVISED TO ADDITIONALLY COVER KEY EMPLOYEES AS WELL. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE SALARY AND OTHER COMPENSATION OF THE PRESIDENT & CEO, THE BOARD REVIEWS DATA AS PRESENTED BY QUATT ASSOCIATES, WHO CONDUCTED A COMPREHENSIVE REVIEW BASED ON COMPARABLE MARKETPLACE DATA TO DETERMINE A COMPETITIVE MARKET SALARY. THE PRESIDENT & CEO ALSO REVIEWS COMPENSATION OF THE OFFICERS AND SUBMITS RECOMMENDATIONS FOR REASONABLE COMPENSATION BASED ON A REVIEW OF COMPARABILITY DATA, AS APPLICABLE, TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL. KEY EMPLOYEES ARE ELIGIBLE FOR ANNUAL MERIT RAISES BASED ON PERFORMANCE. THE RANGE FOR ANNUAL MERIT RAISES IS SET AT THE BEGINNING OF THE FISCAL YEAR AND APPLIES EQUALLY TO ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AND REVIEWED ON A CASE BY CASE BASIS. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 7,123,662. MANAGEMENT AND GENERAL EXPENSES 1,133,251. FUNDRAISING EXPENSES 370,232. TOTAL EXPENSES 8,627,145. FORM 990 PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.