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THE NATHAN CUMMINGS FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE NATHAN CUMMINGS FOUNDATION INC (EIN 23-7093201)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202543169349101824
Schema version
2024v5.2
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)
Return2025-11-12T16:15:10-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 110TH AVE NE SUITE 700AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237093201EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NATHAN CUMMINGS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATHBusinessNameControlTxt
Phone2127877300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 WALL STREET 26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOB BANCROFTPersonNm
Person TitleVP, FINANCEPersonTitleTxt
Phone2127877300PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH B HUANGPreparerPersonNm
PTINP00745974PTIN
Phone4254544919PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$482,551,138FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,403,548DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,386,736DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,557,530NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,854,520GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,093,820CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$252,980OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$724,839OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$10,735OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$16,214,058TotalRevAndExpnssAmt
Total Net Invst Incm$25,755,717TotalNetInvstIncmAmt
Total Adj Net Incm$10,735TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,010,654CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$183,534CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$787,120CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,480,211OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$20,244OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,755,384OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,253,382PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$52,429PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,186,718PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$256,769LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$23,941LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$10,735LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$320,447LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$133,304AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$68,643AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$45,681AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,800,534OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,153,874OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,278,972OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$714,672TaxesRevAndExpnssAmt
Taxes Net Invst Incm$71,004TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$353,218DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$836,030OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$73,974OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$704,374OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$364,978TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$16,557TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$395,832TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$437,075OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,061,629OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$369,493OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,640,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,725,829TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$10,735TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,844,021TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,244,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,604,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,885,327TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,725,829TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$10,735TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$24,448,521TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,671,269ExcessRevenueOverExpensesAmt
Net Investment Income$18,029,888NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,506,784CashBOYAmt
Cash EOY$137CashEOYAmt
Cash EOYFMV$137CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,045,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,331,041SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,331,041SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$166,624PrepaidExpensesBOYAmt
Prepaid Expenses EOY$348,369PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$348,369PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$195,800,778CorporateStockBOYAmt
Corporate Stock EOY$188,560,043CorporateStockEOYAmt
Corporate Stock EOYFMV$188,560,043CorporateStockEOYFMVAmt
Corporate Bonds BOY$71,764,441CorporateBondsBOYAmt
Corporate Bonds EOY$89,582,985CorporateBondsEOYAmt
Corporate Bonds EOYFMV$89,582,985CorporateBondsEOYFMVAmt
Other Investments BOY$181,238,395OtherInvestmentsBOYAmt
Other Investments EOY$181,831,319OtherInvestmentsEOYAmt
Other Investments EOYFMV$181,831,319OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,046,148LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,085,010LandBldgEquipAccumDeprecAmt
Land BOY$1,189,427LandBOYAmt
Land EOY$961,138LandEOYAmt
Land EOYFMV$961,138LandEOYFMVAmt
Other Assets BOY$8,127,205OtherAssetsBOYAmt
Other Assets EOY$7,936,106OtherAssetsEOYAmt
Other Assets EOYFMV$7,936,106OtherAssetsEOYFMVAmt
Total Assets BOY$470,838,848TotalAssetsBOYAmt
Total Assets EOY$482,551,138TotalAssetsEOYAmt
Total Assets EOYFMV$482,551,138TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,857,640AccountsPayableBOYAmt
Accounts Payable EOY$1,698,950AccountsPayableEOYAmt
Grants Payable BOY$2,510,000GrantsPayableBOYAmt
Grants Payable EOY$4,250,000GrantsPayableEOYAmt
Other Liabilities BOY$10,098,302OtherLiabilitiesBOYAmt
Other Liabilities EOY$9,870,359OtherLiabilitiesEOYAmt
Total Liabilities BOY$14,465,942TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,819,309TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$456,372,906NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$466,731,829NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$456,372,906TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$466,731,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$470,838,848TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$482,551,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$456,372,906TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,671,269ExcessRevenueOverExpensesAmt
Other Increases$25,384,071OtherIncreasesAmt
Subtotal$467,085,708SubtotalAmt
Other Decreases$353,879OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$466,731,829TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2022-01-012024-12-31$33,854,520$26,296,990$7,557,530$7,557,530
GENERATION IM GLOBAL EQUITY FUND, LLC2022-01-012024-12-31$1,233,371$1,233,371$1,233,371P
WOMEN'S AND CHILDREN'S HEALTH TECHNOLOGY EU FUND2022-01-012024-12-31$44,365$44,365$44,365P
NCF INVESTMENT HOLDINGS, LP2022-01-012024-12-31$4,259,452$4,259,452$4,259,452P
LEARN CAPITAL FUND V EARLY, LP2022-01-012024-12-31$898-$898-$898P
FieldValueIRS element (for citing)
Capital Gain Net Income$13,093,820CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$250,615InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$250,615SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$250,615TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$240,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$75,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$315,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$64,385OverpaymentAmt
Applied To ES Tax$64,385AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateAROrgReportOrRegisterStateCd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NATHANCUMMINGS.ORGWebsiteAddressTxt
Individual With BooksBOB BANCROFTIndividualWithBooksNm
Phone2127877300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 WALL STREET 26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR REYNARD RAMSEY
120 WALL STREET 26TH FLNEW YORKNY10005PRESIDENT & CEO40.00$475,000$66,241$0
MR BOB BANCROFT
120 WALL STREET 26TH FLNEW YORKNY10005VP, FINANCE & MISSION INVESTING40.00$340,086$75,545$0
MR NEALON DEVORE
120 WALL STREET 26TH FLNEW YORKNY10005CHIEF OF STAFF & BOARD LIASON40.00$155,568$28,410$0
MS JAIMIE MAYER
120 WALL STREET 26TH FLNEW YORKNY10005CHAIR, TRUSTEE4.00$0$0$0
MS AMY SORENSEN
120 WALL STREET 26TH FLNEW YORKNY10005VICE CHAIR, TRUSTEE4.00$0$0$0
MS REBECCA GREGG
120 WALL STREET 26TH FLNEW YORKNY10005SECRETARY, TRUSTEE4.00$0$0$0
MR ADAM N CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TREASURER, TRUSTEE4.00$0$0$0
MS ALICE RHEE
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR DANIEL TELLALIAN
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR JARRETT BARRIOS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS MELISSA BRADLEY
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR JAMES CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS ROBERTA CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS RUTH CUMMINGS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR RICH DEITCHMAN
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MS GABRIELLA MORRIS
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$0$0$0
MR PHILLIP SORENSEN
120 WALL STREET 26TH FLNEW YORKNY10005TRUSTEE4.00$40,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MS PAULETTE HARPER
120 WALL STREET 26TH FLOORNEW YORKNY10005VP, PEOPLE & CULTURE40.00$302,580$78,680$0
MS KRISTI WHITFIELD
120 WALL STREET 26TH FLOORNEW YORKNY10005CIO & SR DIR, RACIAL40.00$250,920$78,535$0
MS LAURA CAMPOS
120 WALL STREET 26TH FLOORNEW YORKNY10005SR DIR, ECONOMIC JUS40.00$201,739$68,022$0
MR ISAAC LURIA
120 WALL STREET 26TH FLOORNEW YORKNY10005SR DIR, PLACE BASED40.00$201,246$68,022$0
MS JANET DISLA
120 WALL STREET 26TH FLOORNEW YORKNY10005DIRECTOR OF ASSET MA40.00$180,000$39,858$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k14OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BIVIUM-WESTFULLER
601 MONTGOMERY STREET SUITE 1212SAN FRANCISCOCA94111INVESTMENT MANAGER$3,314,578
ARABELLA ADVISORS
1441 BROADWAY 2002NEW YORKNY10018ACCOUNTING SERVICES$222,784
NORTHERN TRUST
50 SOUTH LASALLE STCHICAGOIL60603CUSTODY AND BANKING FEES$210,050
GHOST NOTE MEDIA LLC
2490 MARKET ST NE 119WASHINGTONDC20018BRANDING, MARKETING & DESIGN$164,500
PATTERSON BELKNAP WEBB & TYLER LLP
1133 AVENUE OF THE AMERICASNEW YORKNY10036LEGAL FEES$160,713
FieldValueIRS element (for citing)
Contractor Paid Over50k8ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NEXT WORLD ASSETS: A DEBT INVESTMENT TO LAUNCH FIRE FUND, A FIXED INCOME STRATEGY BASED ON FISCAL JUSTICE ANALYSIS OF THE MUNICIPAL BOND MARKET BY ACTIVEST AND EXECUTED IN PARTNERSHIP WITH COMMUNITY CAPITAL MANAGEMENT.Description1Txt
Expenses1$400,000Expenses1Amt
Description2SUNWEALTH IMPACT DEBT FUND LLC: A DEBT INVESTMENT TO SUPPORT SUNWEALTH IMPACT DEBT FUND'S BUSINESS OF FINANCING COMMUNITY-BASED SOLAR PROJECTS, WITH EMPHASIS ON ECONOMIC INCLUSION AND SERVING LOW- AND MODERATE-INCOME COMMUNITIES.Description2Txt
Expenses2$200,000Expenses2Amt
All Other Program Rltd Invst Tot$175,000AllOtherProgramRltdInvstTotAmt
Total$775,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$291,251,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,741,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$175,689,062FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$471,681,283TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$471,681,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,075,219CashDeemedCharitableAmt
Net Vl Noncharitable Assets$464,606,064NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,230,303MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,230,303MinimumInvestmentReturnAmt
Tax Based On Investment Income$250,615TaxBasedOnInvestmentIncomeAmt
Total Tax$250,615TotalTaxAmt
Distributable Before Adj$22,979,688DistributableBeforeAdjAmt
Recoveries Qualfied Distri$6,312RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,986,000DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,986,000DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,448,521ExpensesAndContributionsAmt
Program Related Invst Total$775,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,223,521QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,986,000DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,869,735ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,973,849ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,510,447ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,630,949ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$859,029ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,844,009TotalExcessDistributionCyovAmt
Qualifying Distributions$25,223,521QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,986,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,237,521RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$26,081,530TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$8,869,735ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,211,795ExcessDistriCyovToNextYrAmt
Excess From Year4$6,973,849ExcessFromYear4Amt
Excess From Year3$4,510,447ExcessFromYear3Amt
Excess From Year2$2,630,949ExcessFromYear2Amt
Excess From Year1$859,029ExcessFromYear1Amt
Excess From Current Year$2,237,521ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCO THE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1120 WALL STREET 26TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127877300RecipientPhoneNum
Recipient Email AddressGADMIN@NATHANCUMMINGS.ORGRecipientEmailAddressTxt
Form And Info And MaterialsNATHAN CUMMINGS FOUNDATION (NCF) WELCOMES PROPOSALS FOR PARTNERSHIPS VIA OUR LETTERS OF INQUIRY (LOI) PORTALS FOR GRANTS OR PROGRAM RELATED INVESTMENTS (PRI).FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE PORTAL IS OPEN FROM MID-JANUARY THROUGH JUNE, AND REOPENS IN OCTOBER.SubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE TWO TYPES OF FUNDING OPPORTUNITIES: GRANTS AND PROGRAM-RELATED INVESTMENTS (PRIS). BOTH GRANT AND PRI PROPOSALS MUST ALIGN WITH OUR INTERCONNECTED GOALS OF RACIAL, ECONOMIC, AND/OR ENVIRONMENTAL JUSTICE (REEJ). PROPOSALS THAT ALIGN AND INTERSECT WITH REEJ AND OUR PLACE-BASED INITIATIVES, WHICH INCLUDE THE U.S. SOUTH, ARE ALSO ENCOURAGED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (281 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350 SEATTLE
5031 UNIVERSITY WAY NESEATTLEWA98105PCSTOP THE MONEY PIPELINE$100,000
4 R FRIENDS - RESCUE REHAB RE-HOME REACH OUT
4820 8TH AVESACRAMENTOCA95820PCGENERAL SUPPORT$15,000
ACLU OF ALABAMA FOUNDATION
PO BOX 6179MONTGOMERYAL361060179PCGENERAL SUPPORT$10,000
ACTION CENTER ON RACE AND THE ECONOMY INSTITUTE
1901 WEST CARROLL AVE 3RD FLOORCHICAGOIL60612PCGENERAL SUPPORT$75,000
ADVANCEMENT PROJECT EDUCATION FUND
1220 L STREET NW SUITE 850WASHINGTONDC20005PCGENERAL SUPPORT$137,500
AFRICAN AMERICAN ALLIANCE OF CDFI CEOS
301 E PINE STREET SUITE 175ORLANDOFL32801PCGREENHOUSE GAS REDUCTION FUND: COMMUNITY BUILDERS OF COLOR COALITION$100,000
ALASKA CONSERVATION FOUNDATION
1227 WEST 9TH AVE SUITE 300ANCHORAGEAK99501PCALASKA MINING IMPACTS NETWORK$50,000
ALIGN THE ALLIANCE FOR A GREATER NEW YORK
50 BROADWAY 29TH FLOORNEW YORKNY10004PCGENERAL SUPPORT$100,000
AMALGAMATED CHARITABLE FOUNDATION INC
1825 K ST NWWASHINGTONDC20006PCCOMMUNITIES FIRST$150,000
AMERICAN ECONOMIC LIBERTIES PROJECT
2001 PENNSYLVANIA AVE NW SUITE 540WASHINGTONDC20006PCANTI-MONOPOLY SUMMIT 2024$35,000
AMERICAN ECONOMIC LIBERTIES PROJECT
2001 PENNSYLVANIA AVE NW SUITE 540WASHINGTONDC20006PCGENERAL SUPPORT$150,000
AMERICAN POLICY VENTURES INC
20 F ST NW STE 726WASHINGTONDC20001PCGENERAL SUPPORT$5,000
AMERICANS FOR FINANCIAL REFORM EDUCATION FUND
11 DUPONT CIR NW SUITE 500WASHINGTONDC20036PCGENERAL SUPPORT$150,000
ANTI-RECIDIVISM COALITION
601 N ALVARADO STREETLOS ANGELESCA90026PCGENERAL SUPPORT$50,000
ANTI-RECIDIVISM COALITION
601 N ALVARADO STREETLOS ANGELESCA90026PCGENERAL SUPPORT$65,000
ART COUNCIL INC
45 MAIN STREET SUITE 515BROOKLYNNY11201PCGENERAL SUPPORT$15,000
AS YOU SOW
11461 SAN PABLO AVENUE SUITE 400EL CERRITOCA94530PC2024 PROXY PREVIEW$5,000
ASHOKA
1000 WILSON BLVD SUITE 1900ARLINGTONVA22209PCSOUTHERN SOLUTIONS FOR THE GOOD OF ALL$10,000
ASHOKA
1000 WILSON BLVD SUITE 1900ARLINGTONVA22209PCSOUTHERN SOLUTIONS FOR THE GOOD OF ALL$150,000
ASIAN AMERICAN WRITERS' WORKSHOP INC
112 W 27TH ST STE 600NEW YORKNY10001PCGENERAL SUPPORT$50,000
ASSOCIATION FOR THE PROMOTION OF JEWISH SECULARISM
175 EASTERN PARKWAYBROOKLYNNY11238PCGENERAL SUPPORT$75,000
ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC
55 EXCHANGE PLACE 4TH FLNEW YORKNY10005PC2024-2025 PHILANTHROPIC MEMBERSHIP$5,000
ATLANTA WEALTH BUILDING INITIATIVE INC
504 FAIR STREET SOUTHWESTATLANTAGA30313PCGENERAL SUPPORT$75,000
AUBURN THEOLOGICAL SEMINARY
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10115PCGENERAL SUPPORT$150,000
BALTIMORE ARTS REALTY CORPORATION
2519 NORTH CHARLES STREETBALTIMOREMD21218PCMOTOR HOUSE$5,000
BEAN PATH
PO BOX 776JACKSONMS392050776PCBEAN PATH'S 2024 ANNUAL BLOCK PARTY$25,000
BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
266 WEST 37TH STREET SUITE 803NEW YORKNY10018PCJEWISH SOCIAL JUSTICE ROUNDTABLE$50,000
BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
266 WEST 37TH STREET SUITE 803NEW YORKNY10018PCGENERAL SUPPORT$250,000
BERTIE COUNTY HIVE HOUSE
PO BOX 598LEWISTONWOODVILLENC27849PCBERTIE WORKFORCE & EDUCATION VITALITY CENTER$20,000
BLACK BELT JUSTICE CENTER
4323 F STREET SEWASHINGTONDC20019PCGENERAL SUPPORT$50,000
BLACK CHURCH FOOD SECURITY NETWORK
4200 LIBERTY HEIGHTS AVENUEBALTIMOREMD21207PCGENERAL SUPPORT$5,000
BLACK GIRL VENTURES FOUNDATION
8647 RICHMOND HIGHWAY 649ALEXANDRIAVA22309PCGENERAL SUPPORT$100,000
BLACK INNOVATION ALLIANCE
1954 AIRPORT ROAD 1107ATLANTAGA30341PCGENERAL SUPPORT$50,000
BLACK ORGANIZING FOR LEADERSHIP & DIGNITY INC
PO BOX 1202HAWKINSVILLEGA31036PCGENERAL SUPPORT$75,000
BLACKSTAR PROJECTS INC
1901 S 9TH STREET ROOM 314PHILADELPHIAPA19148PCGENERAL SUPPORT$75,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY 4TH FLOORREDWOOD CITYCA94063PCSTANFORD HEALTH CARE'S PERSONALIZED SERVICES$2,500
BOARDSOURCE
750 9TH STREET SUITE 520WASHINGTONDC20001PC2024 BOARDSOURCE - FOUNDATION BOARD ASSESSMENT PROGRAM$3,500
BOREALIS PHILANTHROPY
PO BOX 3295MINNEAPOLISMN55403PCBLACK-LED MOVEMENT FUND$100,000
BRIDGES IMPACT FOUNDATION
125 HIGH ST SUITE 220BOSTONMA02110PCIMPACT FRONTIERS' PERFORMANCE REPORTING IMPLEMENTATION PROJECT$30,000
CALIFORNIA DANCE INSTITUTE
676 WESTMINSTER AVEVENICECA90291PCGENERAL SUPPORT$10,000
CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT
PO BOX 2624NEVADA CITYCA95959PCGENERAL SUPPORT$50,000
CAPITAL B NEWS INC
209 W 29TH STREET SUITE 107NEW YORKNY10001PCTHE BLACK POLITICAL POWER TOUR$50,000
CAPOEIRADC
2008 RHODE ISLAND AVE NEWASHINGTONDC20018PCGENERAL SUPPORT$2,000
CARIBBEAN WOMEN'S HEALTH ASSOCIATION INC
3512 CHURCH AVENUEBROOKLYNNY11203PCGENERAL SUPPORT$5,500
CAROLINA FORWARD FOUNDATION
PO BOX 452CARRBORONC27510PCGENERAL SUPPORT$12,833
CENTER FOR ECONOMIC DEMOCRACY
PO BOX 300229JAMAICA PLAINMA02130PCGENERAL SUPPORT$100,000
CENTER FOR HEIRS' PROPERTY PRESERVATION
8570 RIVERS AVENUE SUITE 170NORTH CHARLESTONSC29406PCGENERAL SUPPORT$100,000
CENTER FOR LAW AND SOCIAL POLICY
1310 L STREET NW SUITE 900WASHINGTONDC20005PCGENERAL SUPPORT$10,000
CENTER FOR LAW AND SOCIAL POLICY
1310 L STREET NW SUITE 900WASHINGTONDC20005PCGENERAL SUPPORT$10,000
CENTER FOR POLITICAL ACCOUNTABILITY
2000 L ST NW SUITE 500WASHINGTONDC20036PCGENERAL SUPPORT$125,000
CENTER FOR RURAL STRATEGIES
46 EAST MAIN STREETWHITESBURGKY41858PCGENERAL SUPPORT$75,000
CHANCE ACADEMY
1349 INDEPENDENCE CT SEWASHINGTONDC20003PCGENERAL SUPPORT$2,500
CHANGE LABS INC
PO BOX 1698TUBA CITYAZ86045PCKINSHIP LENDING - A CULTURALLY RESPONSIVE LENDING PROGRAM DEPLOYMENT OF THE FEDERAL SSBCI FUNDS$100,000
CHINESE PROGRESSIVE ASSOCIATION
1020 KEARNY STREETSAN FRANCISCOCA94133PCTHE BLACK FUTURES LAB$50,000
CIVIC NATION
1025 VERMONT AVE NW SUITE 1120WASHINGTONDC20005PCGENERAL SUPPORT$100,000
CLAREMONT MCKENNA COLLEGE
500 E NINTH ST 2ND FLOORCLAREMONTCA91711PCGENERAL SUPPORT$25,000
COMMON FUTURE
2261 MARKET STREET STE 10410SAN FRANCISCOCA94114PCGENERAL SUPPORT$137,500
COMMONWEALTH VENTURES MANAGEMENT LLC
201 E 17TH STREET APT 5GNEW YORKNY10003NCCOMMONWEALTH FELLOWSHIP$100,000
COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT
8101 S VERMONT AVELOS ANGELESCA90044PCLEROY HAMILTON PHOTO EXHIBIT$5,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCRENAISSANCE JOURNALISM$75,000
CONFLUENCE PHILANTHROPY INC
215 LEXINGTON AVE 10TH FLOORNEW YORKNY10016PC2024-2025 MEMBERSHIP DUES$8,250
CONFLUENCE PHILANTHROPY INC
215 LEXINGTON AVE 10TH FLOORNEW YORKNY10016PCCOHERENCE FOR CLIMATE COHORT$10,000
CONGREGATION B'NAI ISRAEL
253 PROSPECT STREETNORTHAMPTONMA01060PCABUNDANCE FARM$2,000
CONGRESS HEIGHTS COMMUNITY TRAINING & DEVELOPMENT CORPORATION
3215 MARTIN LUTHER KING JR AVE SEWASHINGTONDC20032PCTHE BLACKBONE PROJECT$100,000
CONSTITUTIONAL ACCOUNTABILITY CENTER
1200 18TH STREET NW SUITE 501WASHINGTONDC20036PCECONOMIC JUSTICE PROJECT$100,000
CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
PO BOX 29361SAN FRANCISCOCA94129PC2024 CLIMATE AND ENERGY FUNDERS GROUP MEMBERSHIP DUES$5,000
CO-OPERATE WNC
3 HUT TERRACEBLACK MOUNTAINNC28711PCGENERAL SUPPORT$50,000
DEMOCRACY AT WORK INSTITUTE
57 POST STREET SUITE 602SAN FRANCISCOCA94104PCGUILDED$100,000
DEMOCRACY NOW PRODUCTIONS INC
207 WEST 25TH ST 11TH FLOORNEW YORKNY100017161PCGENERAL SUPPORT$3,000
DEV MISSION
360 VALENCIA STSAN FRANCISCOCA94103PCPRE-APPRENTICESHIP OCCUPATIONAL SKILLS$20,000
DOGWOOD ALLIANCE INC
PO BOX 7645ASHEVILLENC28802PCESTABLISHING COMMUNITY FORESTS IN ENVIRONMENTAL JUSTICE COMMUNITIES IMPACTED BY INDUSTRIAL LOGGING$100,000
EAST BAY CENTER FOR THE PERFORMING ARTS
339 11TH STREETRICHMONDCA94801PCGENERAL SUPPORT$2,500
ECHOING GREEN INC
350 5TH AVE SUITE 4610NEW YORKNY10118PCSIGNAL FUND$100,000
ECOPEACE MIDDLE EAST ENVIRONMENTAL NGO FORUM
1725 I STREET NW SUITE 300WASHINGTONDC20006PCGENERAL SUPPORT$15,000
ECOPEACE MIDDLE EAST ENVIRONMENTAL NGO FORUM
1725 I STREET NW SUITE 300WASHINGTONDC20006PCGENERAL SUPPORT$15,000
ECOTRUST
1140 SE 7TH AVENUE SUITE 150PORTLANDOR972144161PCGENERAL SUPPORT$4,000
EKVNV YEFOLECVLKE
PO BOX 148WEOGUFKAAL35183PCGENERAL SUPPORT$75,000
ELECTRIC LODGE
1416 ELECTRIC AVENUELOS ANGELESCA90291PCLA RIVER EXPEDITIONS$5,000
EMERALD CITIES COLLABORATIVE
1660 L STREET NW SUITE 204WASHINGTONDC20036PCGENERAL SUPPORT$100,000
EMERALD CITIES COLLABORATIVE
1660 L STREET NW SUITE 204WASHINGTONDC20036PCGENERAL SUPPORT$100,000
EMERGING PRACTITIONERS IN PHILANTHROPY INC
201 N UNION STREET STE 110ALEXANDRIAVA22314PC2024-2025 MEMBERSHIP DUES$7,500
ENCOUNTER PROGRAMS INCORPORATED
8 W 126TH STREETNEW YORKNY10027PCGENERAL SUPPORT$5,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115PC2024 MEMBERSHIP DUES$12,424
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115PCGENERAL SUPPORT$15,000
FAIR COUNT INC
PO BOX 170382ATLANTAGA30317PCDEFENDING AMERICAN VALUES COALITION$175,000
FAITHWORKS INC
26 W BOSCAWEN ST SUITE A-201WINCHESTERVA22601PCGENERAL SUPPORT$25,000
FINANCIAL SERVICES STAKEHOLDER PROJECT
2513 N CENTRAL PARK AVECHICAGOIL60647PCGENERAL SUPPORT$175,000
FIRELIGHT MEDIA INC
72 HAMILTON TERRACENEW YORKNY10031PCGENERAL SUPPORT$100,000
FOUNDERS AND FUNDERS OF COLOR INC
289 CULVER STLAWRENCEVILLEGA30046PCGENERAL SUPPORT$10,000
FUNDERS FOR LESBIAN AND GAY ISSUES INC
228 PARK AVE S PMB 432009NEW YORKNY10003PC2024-2025 MEMBERSHIP DUES$10,000
FUSION PARTNERSHIPS INC
1601 GUILFORD AVENUE 2 SOUTHBALTIMOREMD21202PCTHE BLOOM COLLECTIVE$10,000
FUTURES WITHOUT VIOLENCE
100 MONTGOMERY STREET THE PRESIDIOSAN FRANCISCOCA94129PCCOURAGE MUSEUM$10,000
GESHER FOUNDATION INC
511 6TH AVENUE SUITE 444NEW YORKNY10011PCGENERAL SUPPORT$25,000
GIRLS WHO INVEST INC
28 LIBERTY STREET 6TH FLOORNEW YORKNY10005PCGENERAL SUPPORT$12,500
GLOBAL IMPACT INVESTING NETWORK INC
ONE BATTERY PARK PLAZA SUITE 202NEW YORKNY10004PCGENERAL SUPPORT$50,000
GOOD PROJECTS
996 MAINE AVENUE SW 208WASHINGTONDC20024PCGENERAL SUPPORT$100,000
GRAND PRAIRIE HISTORICAL SOCIETY INC
PO BOX 15 C/O RAEANN BRAITHWAITEALMYRAAR72003PCGENERAL SUPPORT$500
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW SUITE 650WASHINGTONDC20005PC2024-2025 MEMBERSHIP DUES$8,500
GREEN AMERICA
1612 K STREET NW SUITE 1000WASHINGTONDC20006PCREGENERATIVE AGRICULTURE PROGRAM$100,000
GREENLATINOS
1919 14TH STREET SUITE 700BOULDERCO80302PCGENERAL SUPPORT$75,000
GREENLIGHT FUND INC
50 MILK STREET 16TH FLBOSTONMA02109PCGENERAL SUPPORT$7,500
GRIP TRAINING INSTITUTE
PO BOX 888WOODACRECA94973PCGENERAL SUPPORT$20,000
GRIST MAGAZINE INC
PO BOX 12710SEATTLEWA98111PCGENERAL SUPPORT$100,000
GUARDIANORG FOUNDATION
900 17TH ST NW SUITE 250WASHINGTONDC20008PCGENERAL SUPPORT$5,000
HAITIAN EDUCATION & LEADERSHIP PROGRAM
64 FULTON ST SUITE 1102NEW YORKNY10038PCGENERAL SUPPORT$4,500
HALCYON HOUSE
3400 PROSPECT STREET NWWASHINGTONDC20007PCGENERAL SUPPORT$30,000
HENRY J KAISER FAMILY FOUNDATION
185 BERRY STREET SUITE 2000SAN FRANCISCOCA94107PCKFF HEALTH NEWS$5,000
HIGHLANDER RESEARCH & EDUCATION CENTER INC
1959 HIGHLANDER WAYNEW MARKETTN37820PC2024-2025 GRANTMAKERS FOR SOUTHERN PROGRESS ANNUAL MEMBERSHIP$10,000
HIGHLANDER RESEARCH & EDUCATION CENTER INC
1959 HIGHLANDER WAYNEW MARKETTN37820PCGENERAL SUPPORT$100,000
HISPANAS ORGANIZED FOR POLITICAL EQUALITY - CALIFORNIA
634 SOUTH SPRING SUITE 920LOS ANGELESCA90014PCGENERAL SUPPORT$10,000
HISPANICS IN PHILANTHROPY
548 MARKET ST 60300SAN FRANCSICOCA94104PC2024-2025 MEMBERSHIP DUES$10,000
HOMEWORLD COLLECTIVE INC
165 MIDDLESEX AVE 1131SOMERVILLEMA02145PCGENERAL SUPPORT$30,000
HOMEWORLD COLLECTIVE INC
165 MIDDLESEX AVE 1131SOMERVILLEMA02145PCGENERAL SUPPORT$100,000
INITIATIVE FOR MEDICINES ACCESS & KNOWLEDGE (I-MAK) INC
16192 COASTAL HWYLEWESDE19958PCGENERAL SUPPORT$175,000
INSTITUTE FOR LOCAL SELF-RELIANCE INC
2720 EAST 22ND STREETMINNEAPOLISMN55406PCGENERAL SUPPORT$250,000
INTERFAITH CENTER ON CORPORATE RESPONSIBILITY
PO BOX 22354NEW YORKNY100872354PC2024 MEMBERSHIP DUES$7,500
JEWBELONG INC
45 AFTERGLOW WAYVERONANJ07044PCGENERAL SUPPORT$10,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PC2024 MEMBERSHIP DUES$3,600
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PC2024 MEMBERSHIP DUES$6,400
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCSHAHARIT INSTITUTE'S ARKAN-ARAB LEADERSHIP PROGRAM$10,000
JEWS FOR RACIAL AND ECONOMIC JUSTICE COMMUNITY INC
275 PARK AVENUE GROUND FLOORBROOKLYNNY11205PCJEWISH BRIDGE PROJECT'S A WORLD WITHOUT ANTISEMITISM: A VISION FOR BELONGING, COLLECTIVE LIBERATION, & JEWISH SAFETY$15,000
JEWS FOR RACIAL AND ECONOMIC JUSTICE COMMUNITY INC
275 PARK AVENUE GROUND FLOORBROOKLYNNY11205PCJEWISH BRIDGE PROJECT'S A WORLD WITHOUT ANTISEMITISM: A VISION FOR BELONGING, COLLECTIVE LIBERATION, & JEWISH SAFETY$35,000
JEWS FOR RACIAL AND ECONOMIC JUSTICE COMMUNITY INC
275 PARK AVENUE GROUND FLOORBROOKLYNNY11205PCBLACK JEWISH LIBERATION COLLECTIVE$50,000
JEWS UNITED FOR JUSTICE INC
PO BOX 41485WASHINGTONDC200180885PCCOLLABORATIVE FOR JEWISH ORGANIZING$100,000
JOBS TO MOVE AMERICA
525 S HEWITT STREETLOS ANGELESCA90013PCGENERAL SUPPORT$150,000
JOIN FOR JUSTICE INC
PO BOX 690376QUINCYMA021695301PCGENERAL SUPPORT$50,000
JOLT INITIATIVE
PO BOX 4185AUSTINTX78765PCGENERAL SUPPORT$100,000
JUSTFUNDUS
490 43RD STREET UNIT 213OAKLANDCA94549PCGENERAL SUPPORT$2,500
KENTUCKY COALITION INC
PO BOX 1450LONDONKY40743PCGENERAL SUPPORT$150,000
KOREAN AMERICAN COMMUNITY FOUNDATION OF SAN FRANCISCO
3031 TISCH WAY 110 PLAZA WESTSAN JOSECA95128PCGENERAL SUPPORT$2,500
KOVNO COMMUNICATIONS INC
2600 TENTH STREET 403ABERKELEYCA94710PCSTRIPPED FOR PARTS DOCUMENTARY FILM$7,500
LA VOICE
1200 WILSHIRE BLVD SUITE 650LOS ANGELESCA90010PCMUSLIM POWER BUILDING PROJECT$50,000
LA-MAS INC
2806 CLEARWATER STLOS ANGELESCA90039PCGENERAL SUPPORT$10,000
LEADERSHIP CONFERENCE EDUCATION FUND INC
1620 L STREET NW SUITE 1100WASHINGTONDC20036PCAND I STILL VOTE CAMPAIGN$75,000
LEGAL AID JUSTICE CENTER
1000 PRESTON AVENUE SUITE ACHARLOTTESVILLEVA22903PCGENERAL SUPPORT$25,000
LESBIAN AND GAY COMMUNITY SERVICES CENTER INC
208 WEST 13TH STREETNEW YORKNY10014PCGENERAL SUPPORT$4,000
LIBERATION IN A GENERATION
9435 LORTON MARKET STREETLORTONVA22079PCGENERAL SUPPORT$125,000
LIFE PIECES TO MASTERPIECES INC
5600 EADS STREET NE - 4TH FLOORWASHINGTONDC20019PCGENERAL SUPPORT$2,000
LIFE STORY CLUB
41 FLATBUSH AVE PIONEER BUILDING 3BBROOKLYNNY11217PCGENERAL SUPPORT$2,500
LIVING CITIES INC THE NATIONAL COMMUNITY DEVELOPMENT INITIATIVE
470 SEVENTH AVENUE 10TH FLOORNEW YORKNY10018PCACTIVEST$100,000
LOCAL PROGRESS POLICY INSTITUTE
1200 18TH ST NW SUITE 700WASHINGTONDC20036PCGENERAL SUPPORT$150,000
LOS ANGELES CLEANTECH INCUBATOR
525 S HEWITT STLOS ANGELESCA90013PCGENERAL SUPPORT$20,000
LOUISVILLE FILM SOCIETY INC
PO BOX 6088LOUISVILLEKY40206PC499 DAYS$10,000
MAGIC BUS USA
1500 CITYWEST BLVD STE 700HOUSTONTX77042PCGENERAL SUPPORT$12,500
MAJORITY ACTION
2443 FILLMORE STREET 380-1454SAN FRANCISCOCA94115PCGENERAL SUPPORT$200,000
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94956PCGENERAL SUPPORT$10,000
MAYORS FUND FOR LOS ANGELES
1000 N ALAMEDA SUITE 340LOS ANGELESCA90012PCGENERAL SUPPORT$5,000
MIJENTE SUPPORT COMMITTEE
734 W POLK STPHOENIXAZ85007PCGENERAL SUPPORT$100,000
MINKWON CENTER FOR COMMUNITY ACTION INC
133-29 41ST AVENUE SUITE 202FLUSHINGNY11355PCAPA VOICE$12,833
MINNEAPOLIS FOUNDATION
800 IDS CENTER 80 S 8TH STMINNEAPOLISMN55402PCGROUNDBREAK COALITION$200,000
MISSION INVESTORS EXCHANGE INC
1899 L STREET NW SUITE 850WASHINGTONDC20036PC2024 MEMBERSHIP DUES$16,500
MISSION INVESTORS EXCHANGE INC
1899 L STREET NW SUITE 850WASHINGTONDC20036PCDEVELOPMENT OF BOARD & INVESTMENT COMMITTEE EDUCATION AND MATCHMAKING PLATFORM$30,000
MOMENTUM COMMUNITY INC
MOMENTUM COMMUNITY C/O NATALYLONG BEACHCA90802PCGENERAL SUPPORT$75,000CASTANO 300 LONG BEACH BOULEVARD 20
MOVEMENT STRATEGY CENTER
1625 CLAY STREET 6TH FLOOROAKLANDCA94612PCFULL SPECTRUM LABS & THE ADASINA PROGRAM$110,000
MS FOUNDATION FOR WOMEN
1 WILLOUGHBY SQUARE SUITE 2000BROOKLYNNY11201PCGENERAL SUPPORT$5,500
MUSIC HEALS INTERNATIONAL
35 MILLER AVENUE 254MILL VALLEYCA94941PCGENERAL SUPPORT$5,000
NAMATI INC
1616 P STREET NW SUITE 101WASHINGTONDC20036PCUS ENVIRONMENTAL JUSTICE PROGRAM$100,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY INC
1667 K STREET NW SUITE 350WASHINGTONDC20006PC2024-2025 MEMBERSHIP RENEWAL$10,000
NATIONAL CENTER FOR JEWISH FILM INC
LOWN BUILDING 102 MS 053 BRANDEISWALTHAMMA024549110PCBELLY$7,500UNIVERSITY
NATIONAL CENTER FOR JEWISH FILM INC
LOWN BUILDING 102 MS 053 BRANDEISWALTHAMMA024549110PCBELLY$7,500UNIVERSITY
NATIONAL COALITION BUILDING INSTITUTE
8403 COLESVILLE ROAD SUITE 1100SILVER SPRINGSMD20910PCTAKING ON ANTISEMITISM ON COLLEGE CAMPUSES: A COALITION BUILDING APPROACH$40,000
NATIONAL CONFERENCE OF BLACK LAWYERS
2472 BROADWAY 204NEW YORKNY10025PCGENERAL SUPPORT$17,500
NATIONAL LEAGUE OF CITIES INSTITUTE INC
660 NORTH CAPITOL ST NWWASHINGTONDC20001PCSOUTHERN CITIES ECONOMIC INCLUSION INITIATIVE$130,000
NATIONAL MEDICAL FELLOWSHIPS INC
1199 NORTH FAIRFAX STREET SUITE 600ALEXANDRIAVA22314PCGENERAL SUPPORT$45,000
NATIONAL YOUNG FARMERS COALITION
418 BROADWAY SUITE 4ALBANYNY12207PCLAND, CAPITAL, AND MARKET ACCESS FOR YOUNG AND BIPOC FARMERS$100,000
NATIVE AMERICANS IN PHILANTHROPY
1140 3RD STREET NE 2ND FLOORWASHINGTONDC20002PC2024-2025 INSTITUTIONAL MEMBERSHIP$10,000
NEIGHBORHOOD FUNDERS GROUP
548 MARKET STREET 96531SAN FRANCISCOCA94104PCFUNDERS FOR A JUST ECONOMY PROGRAM$5,500
NEIGHBORHOOD FUNDERS GROUP
548 MARKET STREET 96531SAN FRANCISCOCA94104PC2024-2025 MEMBERSHIP SUPPORT$13,000
NEO PHILANTHROPY INC
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCNEW JEWISH PHILANTHROPY PROJECT$100,000
NETWORK EDUCATION PROGRAM
820 FIRST ST NE SUITE 350WASHINGTONDC200024243PCGENERAL SUPPORT$75,000
NEW ENGLAND HANDICAPPED SPORTS ASSOCIATION INC
PO BOX 2135NEWBURYNH03255PCGENERAL SUPPORT$15,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCSTANDING TOGETHER$2,500
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCJERUSALEM FILM CENTER'S JERUSALEM FILM FESTIVAL$10,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCKULNA JERUSALEM'S KOL DICHFIN$10,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCJERUSALEM FILM CENTER'S JERUSALEM FILM FESTIVAL$10,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCA LAND FOR ALL'S TWO STATES ONE HOMELAND$100,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCGENERAL SUPPORT$800,000
NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE
60 PARK PLACE SUITE 511NEWARKNJ07102PCGENERAL SUPPORT$25,000
NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE
60 PARK PLACE SUITE 511NEWARKNJ07102PCGENERAL SUPPORT$50,000
NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE
60 PARK PLACE SUITE 511NEWARKNJ07102PCGENERAL SUPPORT$100,000
NEW JERSEY PERFORMING ARTS CENTER
ONE CENTER STREETNEWARKNJ07102PCGENERAL SUPPORT$25,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCCOMMUNITY FOR JUST SCHOOLS FUND$50,000
NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE
462 36TH STREET SUITE 3FBROOKLYNNY11232PCGENERAL SUPPORT$100,000
NEW YORK JUNIOR TENNIS LEAGUE INC
36-36 33RD ST SUITE 504LONG ISLAND CITYNY11106PCSCHOLAR ATHLETE PROGRAM$12,500
NORTH CAROLINA HOUSING COALITION INC
3608 UNIVERSITY DR SUITE 201DURHAMNC27707PCPROPERTY TAX JUSTICE IN NORTH CAROLINA$58,750
NUESTROS NINOS DAY CARE CENTER INC
384 SOUTH 4TH STREETBROOKLYNNY11211PCGENERAL SUPPORT$1,000
NWI FOOD COUNCIL
PO BOX 530CROWN POINTIN46308PCGENERAL SUPPORT$91,250
OIKOS INSTITUTE
5113 S HARPER ST SUITE 2CCHICAGOIL60615PCGENERAL SUPPORT$75,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVENUE 15TH FLOORNEW YORKNY10017PCKEREN GEFEN$5,000
PALMETTO PROJECT INC
6296 RIVERS AVENUE SUITE 100NORTH CHARLESTONSC29406PCGENERAL SUPPORT$1,000
PALMETTO PROJECT INC
6296 RIVERS AVENUE SUITE 100NORTH CHARLESTONSC29406PCGENERAL SUPPORT$50,000
PANORAMA GLOBAL
2101 4TH AVENUE SUITE 2100SEATTLEWA98121PCHYPHEN PARTNERSHIPS' INITIATIVE FOR INCLUSIVE ENTREPRENEURSHIP$250,000
PARTNERSHIP FOR SOUTHERN EQUITY
667 FAIRBURN RD NWATLANTAGA30331PCGENERAL SUPPORT$200,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006PCGENERAL SUPPORT$5,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006PC2024 MEMBERSHIP DUES$10,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006PCPEAK2025 CONVENING$23,226
PEOPLE'S ACTION INSTITUTE
PO BOX 221000CHICAGOIL60622PCGENERAL SUPPORT$100,000
PHILADELPHIA GREEN CAPITAL CORP
1400 JFK BLVD RM 566PHILADELPHIAPA19107PCPA SOLAR FOR ALL - SOLAR LEASE FINANCING PILOT PROGRAM$100,000
PHILANTHROPY NEW YORK INC
320 EAST 43RD STNEW YORKNY10017PC2024 MEMBERSHIP DUES$18,100
PLACER LAND TR
922 LINCOLN WAY 200AUBURNCA95603PCGENERAL SUPPORT$10,000
PLEASE ADOPT MY SENIOR YEAR - PAMSY
14155 BANEBERRY CIRMANASSASVA20112PCGENERAL SUPPORT$5,000
POLICYLINK
1438 WEBSTER STREET SUITE 303OAKLANDCA94612PCGENERAL SUPPORT$150,000
POSSIBILITY LABS
1410 FRANKLIN STREET 135SAN FRANCISCOCA94109PCGENERAL SUPPORT$100,000
POWERSWITCH ACTION
1305 FRANKLIN STREET 501OAKLANDCA94612PCGENERAL SUPPORT$125,000
PRESENCING INSTITUTE INC
1770 MASSACHUSETTS AVE 221CAMBRIDGEMA02140PCACCELERATOR FOR A REGENERATIVE AND INCLUSIVE ECONOMY$100,000
PROJECT EQUITY
2648 INTERNATIONAL BLVD STE 115 PMBOAKLANDCA94601PCGENERAL SUPPORT$100,000244
PROJECT SOUTH INSTITUTION FOR THE ELIMINATION OF POVERTY & GENOCIDE
9 GAMMON AVEATLANTAGA30315PCGENERAL SUPPORT$100,000
PROTEUS FUND INC
15 RESEARCH DR SUITE BAMHERSTMA01002PCREFRAME$150,000
REALIZE IMPACT
271 WINSLOW WAY E 10234BAINBRIDGE ISLANDWA98110PCJUST FUTURES PBC$42,500
REGENTS OF THE UNIVERSITY OF COLORADO
3100 MARINE STREET RM 481 572 UCBBOULDERCO80309PCFIRST PEOPLES WORLDWIDE$225,000
REPRODUCTIVE HEALTH INVESTORS ALLIANCE INC
47 KEARNY STREET SUITE 600SAN FRANCISCOCA94108PCTHE RACIAL EQUITY ASSET LAB'S DUE DILIGENCE 2.0$30,000
RIDEBACK RISE INC
1660 BEVERLY BLVDLOS ANGELESCA90026PCGENERAL SUPPORT$5,000
ROANOKE ECONOMIC DEVELOPMENT INC
518 NC 561 WESTAULANDERNC27805PCGENERAL SUPPORT$148,750
ROCKEFELLER PHILANTHROPY ADVISORS INC
120 BROADWAY SUITE 3475NEW YORKNY10271PCPOP CULTURE COLLABORATIVE FUND$75,000
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO80301PCCULTIVATING BRIGHTFIELDS IN MARGINALIZED COMMUNITIES$100,000
SAN GERONIMO VALLEY COMMUNITY CENTER
PO BOX 194SAN GERONIMOCA94963PCGENERAL SUPPORT$5,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCGAZA EMERGENCY RELIEF$2,500
SAVENATUREORG
699 MISSISSIPPI STREET 106SAN FRANCISCOCA94107PCGENERAL SUPPORT$5,000
SCHUMACHER CENTER FOR A NEW ECONOMICS INC
140 JUG END ROADGREAT BARRINGTONMA01230PCVUNJA SEED CARNIVAL$3,500
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PC2024-2025 FUNDERS FOR JUSTICE MEMBERSHIP$25,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCBUILDING EQUITY AND ALIGNMENT INITIATIVE$100,000
SOCIAL GOOD FUND
12651 SAN PABLO AVERICHMONDCA94805PCFRIENDS OF SAN QUENTIN NEWS$5,000
SOCIAL GOOD FUND
12651 SAN PABLO AVERICHMONDCA94805PCUNITED FRONTLINE TABLE$100,000
SOCIAL GOOD FUND
12651 SAN PABLO AVERICHMONDCA94805PCSAN FRANCISCO PUBLIC BANK COALITION$100,000
SOCIAL GOOD FUND
12651 SAN PABLO AVERICHMONDCA94805PCRISE UP: NOURISHING THE SOUL OF JEWISH JUSTICE$250,000
SOCIAL VENTURE CIRCLE
188 PEARL STKINGSTONNY124015314PC2024-2025 MEMBERSHIP$6,000
SOUL FIRE FARM INSTITUTE INC
1972 NY HWY 2PETERSBURGNY12138PCGENERAL SUPPORT$100,000
SOUTHERN APPALACHIAN WILDERNESS STEWARDS
225 EAST CHESTNUT STREET SUITE 001ASHEVILLENC28801PCGENERAL SUPPORT$2,000
SOUTHERNERS ON NEW GROUND
1201 WEST PEACHTREE STREET SUITEATLANTAGA30309PCGENERAL SUPPORT$100,0002300
SPIRIT ROCK MEDITATION CENTER
PO BOX 169WOODACRECA94973PCGENERAL SUPPORT$5,000
SPRING STREET CLIMATE FUND INC
PO BOX 24685BROOKLYNNY11202PCSHUT THE FOSSILS UP$50,000
THE ADVOCACY INSTITUTE
539 ATLANTIC AVENUE 170457BROOKLYNNY11217PCGENERAL SUPPORT$4,000
THE CENTER FOR CIVIC ALTERNATIVES
3911 CANTERBURY ROADBALTIMOREMD21218PCGENERAL SUPPORT$50,000
THE CENTER FOR CULTURAL INNOVATION
244 S SAN PEDRO STREET SUITE 401LOS ANGELESCA90012PCAMBITIOUS$75,000
THE CENTER FOR CULTURAL POWER
2648 INTERNATIONAL BLVD STE 115OAKLANDCA94601PCGENERAL SUPPORT$100,0001063
THE CENTER FOR MEDIA JUSTICE
1300 CLAY ST SUITE 600OAKLANDCA94612PCGENERAL SUPPORT$150,000
THE CHISHOLM LEGACY PROJECT
PO BOX 1031BURTONSVILLEMD20866PCGENERAL SUPPORT$200,000
THE CLEVELAND AVENUE FOUNDATION FOR EDUCATION GROUP
222 N CANAL ST FLOOR 3CHICAGOIL60606PCGENERAL SUPPORT$25,000
THE CLIMATE JUSTICE ALLIANCE
1370 NORTH ST ANDREWS PLACE STUDIOLOS ANGELESCA90028PCGENERAL SUPPORT$200,000C14
THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA
4 VANDERBILT PARK DRIVE SUITE 300ASHEVILLENC28803PCEMERGENCY AND DISASTER RESPONSE FUND$12,834
THE CREATIVE LADDER
PO BOX 42100WASHINGTONDC20015PCGENERAL SUPPORT$100,000
THE FAITH MATTERS NETWORK COLLABORATIVE
100 POWELL PLACE 1580NASHVILLETN37204PCGENERAL SUPPORT$50,000
THE FUNDERS NETWORK INC
2000 PONCE DE LEON BLVD SUITE 600CORAL GABLESFL33134PC2024 MEMBERSHIP DUES$15,000
THE HUMAN IMMUNOME PROJECT
209 W 29TH STREET SUITE 6178NEW YORKNY10001PCGENERAL SUPPORT$25,000
THE HUMAN IMMUNOME PROJECT
209 W 29TH STREET SUITE 6178NEW YORKNY10001PCGENERAL SUPPORT$25,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645NEW YORKNY10170PCVERTIGO DANCE ASSOCIATION$5,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645NEW YORKNY10170PCBAR-KAYMA'S JERUSALEM GIVING CIRCLE FOR THE ARTS$10,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVENUE SUITE 1645NEW YORKNY10170PCBAR KAYMA'S MICROGRANTS TO ISRAELI ETHIOPIAN ARTISTS$10,000
THE PEOPLE'S JUSTICE COUNCIL
131 41ST ST SBIRMINGHAMAL35222PCPOWER 4 SOUTHERN PEOPLE NOT SOUTHERN COMPANY CAMPAIGN$75,000
THE PHILANTHROPY WORKSHOP INC
110 E 25TH STREETNEW YORKNY10010PCGENERAL SUPPORT$2,500
THE PRAXIS PROJECT INC
1001 CONNECTICUT AVE NW SUITE 201WASHINGTONDC20036PCFREE HEARTS$100,000
THE ROOSEVELT INSTITUTE
570 LEXINGTON AVE 5TH FLOORNEW YORKNY10022PCADVANCING A CLIMATE & CORPORATE POWER AGENDA$125,000
THE SOLUTIONS PROJECT INC
4096 PIEDMONT AVENUE 728OAKLANDCA94611PCGENERAL SUPPORT$200,000
THE TREVOR PROJECT INC
PO BOX 69232WEST HOLLYWOODCA90069PCGENERAL SUPPORT$2,500
THE UCLA FOUNDATION
PO BOX 7145PASADENACA911099903PCLUSKIN SCHOOL OF PUBLIC AFFAIRS EQUITY, DIVERSITY, AND INCLUSION STUDENT SUPPORT$5,000
THE UCLA FOUNDATION
PO BOX 7145PASADENACA911099903PCLUSKIN SCHOOL OF PUBLIC AFFAIRS EQUITY, DIVERSITY, AND INCLUSION STUDENT SUPPORT$5,000
THE WASHINGTON SCHOOL FOR GIRLS
1901 MISSISSIPPI AVENUE SEWASHINGTONDC20020PCGENERAL SUPPORT$25,000
TIDES CENTER
1012 TORNEY AVESAN FRANCISCOCA94129PCVC INCLUDE$50,000
TIDES CENTER
1012 TORNEY AVESAN FRANCISCOCA94129PCOPEN MIC$100,000
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA900889389PCNEW YORK RENEWS EDUCATION FUND$150,000
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA900889389PCCENTER FOR WORKING FAMILIES FUNDS GREEN NEW DEAL NETWORK$200,000
TRANSFORM FINANCE INC
447 BROADWAY 2ND FLOORNEW YORKNY10013PCGROWING EXPERTISE ON EMPLOYEE OWNERSHIP FOR CAPITAL PROVIDERS$42,500
TREES ATLANTA INC
825 WARNER STREET SW SUITE AATLANTAGA30310PCGENERAL SUPPORT$15,000
TRELLIS CHURCHES INC
12480 SOUTH BLACK BOB ROADOLATHEKS66062PCGENERAL SUPPORT$5,000
TRISHA BROWN COMPANY INC
315 WEST 39TH STREET STUDIO 908NEW YORKNY10018PCGENERAL SUPPORT$10,000
T'RUAH
266 WEST 37TH STREET SUITE 803NEW YORKNY10018PCGENERAL SUPPORT$125,000
UNITED FOR RESPECT EDUCATION FUND
2108 N STREET STE 4231SACRAMENTOCA95816PCGENERAL SUPPORT$175,000
UNITED STATES VETERANS ARTISTS ALLIANCE
5284 1/2 VILLAGE GREENLOS ANGELESCA90016PCGENERAL SUPPORT$7,500
UNIVERSITY OF ARKANSAS FOUNDATION INC
2801 S UNIVERSITYLITTLE ROCKAR72204PCLITTLE ROCK PUBLIC RADIO$500
UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION INC
BUFFALO ALUMNI HALL UCA BOX 4986CONWAYAR72035PCSCHEDLER HONORS COLLEGE$1,500
UPLIFT ALLIANCE INC
220 ARCH STREET 14TH FLOORBALTIMOREMD21201PCAMBASSADOR ARTS BALTIMORE THEATER PROJECT$22,500
UPROSE INC
462 36TH STREET SUITE 3ABROOKLYNNY11232PCGENERAL SUPPORT$150,000
VANDERBILT UNIVERSITY MEDICAL CENTER
PO BOX 290369 525 ROYAL PARKWAYNASHVILLETN372290369PCDIRECTORS CANCER INNOVATION FUND (GENERAL FUND)$20,000
VINEYARD THEATRE AND WORKSHOP CENTER INC
108 E 15TH STREETNEW YORKNY10003PCGENERAL SUPPORT$35,000
VIRGINIA ORGANIZING INC
703 CONCORD AVENUECHARLOTTESVILLEVA22903PCHEALTH & ENVIRONMENTAL FUNDERS NETWORK 2024 MEMBERSHIP DUES$6,250
VOTEORG
4096 PIEDMONT AVENUE 368OAKLANDCA94611PCGENERAL SUPPORT$5,500
WAREHOUSE WORKER RESOURCE CENTER
521 N EUCLID AVEONTARIOCA91762PCGENERAL SUPPORT$100,000
WELCOMING CENTER FOR NEW PENNSYLVANIANS
211 N 13TH STREET 4TH FLOORPHILADELPHIAPA19107PCGENERAL SUPPORT$4,000
WILDERNESS TORAH
2222 HAROLD WAY SUITE CW508BERKELEYCA94704PCGENERAL SUPPORT$10,000
WOMENS SPORTS FOUNDATION
247 W 30TH ST FLOOR 5NEW YORKNY10001PCGENERAL SUPPORT$12,500
WORKERS REVOLUTIONARY COLLECTIVE INC
4134 LANCASTER AVEPHILADELPHIAPA19104PCGENERAL SUPPORT$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,604,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMALGAMATED CHARITABLE FOUNDATION INC
1825 K ST NWWASHINGTONDC20006PCCOMMUNITIES FIRST$150,000
CENTER FOR POLITICAL ACCOUNTABILITY
2001 L ST NW SUITE 500WASHINGTONDC20036PCGENERAL SUPPORT$125,000
CONSTITUTIONAL ACCOUNTABILITY CENTER
1200 18TH STREET NW SUITE 501WASHINGTONDC20036PCECONOMIC JUSTICE PROJECT$100,000
DOGWOOD ALLIANCE INC
PO BOX 7645ASHEVILLENC28802PCESTABLISHING COMMUNITY FORESTS IN ENVIRONMENTAL JUSTICE COMMUNITIES IMPACTED BY INDUSTRIAL LOGGING$100,000
FINANCIAL SERVICES STAKEHOLDER PROJECT
2513 N CENTRAL PARK AVECHICAGOIL60647PCGENERAL SUPPORT$175,000
GREEN AMERICA
1612 K STREET NW SUITE 1000WASHINGTONDC20006PCREGENERATIVE AGRICULTURE PROGRAM$100,000
INITIATIVE FOR MEDICINES ACCESS & KNOWLEDGE (I-MAK) INC
16192 COASTAL HWYLEWESDE19958PCGENERAL SUPPORT$175,000
INSTITUTE FOR LOCAL SELF-RELIANCE INC
2720 EAST 22ND STREETMINNEAPOLISMN55406PCGENERAL SUPPORT$250,000
INSTITUTE FOR LOCAL SELF-RELIANCE INC
2720 EAST 22ND STREETMINNEAPOLISMN55406PCGENERAL SUPPORT$250,000
MINNEAPOLIS FOUNDATION
800 IDS CENTER 80 S 8TH STMINNEAPOLISMN55402PCGROUNDBREAK COALITION$200,000
NETWORK EDUCATION PROGRAM
820 FIRST ST NE SUITE 350WASHINGTONDC200024243PCGENERAL SUPPORT$75,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCGENERAL SUPPORT$700,000
NEW ISRAEL FUND
6 EAST 39TH STREET SUITE 301NEW YORKNY10016PCGENERAL SUPPORT$650,000
NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE
462 36TH STREET SUITE 3FBROOKLYNNY11232PCGENERAL SUPPORT$100,000
PARTNERSHIP FOR SOUTHERN EQUITY
667 FAIRBURN RD NWATLANTAGA30331PCGENERAL SUPPORT$200,000
POWERSWITCH ACTION
1305 FRANKLIN STREET 501OAKLANDCA94612PCGENERAL SUPPORT$125,000
ROANOKE ECONOMIC DEVELOPMENT INC
518 NC 561 WESTAULANDERNC27805PCGENERAL SUPPORT$100,000
THE CLIMATE JUSTICE ALLIANCE
1370 NORTH ST ANDREWS PLACE STUDIOLOS ANGELESCA90028PCGENERAL SUPPORT$200,000C14
TIDES FOUNDATION
PO BOX 889389LOS ANGELESCA900889389PCNEW YORK RENEWS EDUCATION FUND$150,000
UNITED FOR RESPECT EDUCATION FUND
2108 N STREET STE 4231SACRAMENTOCA95816PCGENERAL SUPPORT$175,000
UPROSE INC
462 36TH STREET SUITE 3ABROOKLYNNY11232PCGENERAL SUPPORT$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$4,250,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPRI INVESTMENT INCOMEDesc
Related Or Exempt Function Incm$10,562RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,403,548ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,307ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,557,530ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
TAX REFUNDS01$628,491
SETTLEMENTS & REIMBURSEMENTS01$6,312
FOREIGN EXCHANGE LOSS01-$395,692

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,203,496ExclusionAmt
Related Or Exempt Function Incm$10,562RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,214,058TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementPROGRAM RELATED INVESTMENT INCOMERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$133,304Amt
Net Investment Income$68,643NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$45,681DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)

DescDescAmtAmt
SUNWEALTH SOLAR JUSTIC FUND LLC: A DEBT INVESTMENT TO SUPPORT BUSINESS OF PROVIDING DEVELOPMENT CAPITAL AND FINANCING FOR COMMUNITY-BASED SOLAR PROJECTS, WITH AN EMPHASIS ON INVESTMENT IN WOMEN- AND BIPOC-OWNED OR LED SOLAR COMPANIES AND PROJECTS THAT UPLIFT LOW- AND MODERATE-INCOME COMMUNITIES.$100,000
HALCYON FUND II, LP: AN EQUITY INVESTMENT TO SUPPORT HALCYON'S INVESTMENT STRATEGY OF MAKING SEED-STAGE INVESTMENTS IN SELECT VENTURES THAT INTEND TO HAVE A SOCIAL OR ENVIRONMENTAL IMPACT THROUGH CLIMATE, HEALTH, AND EQUITY TECH SOLUTIONS, WITH AN EMPHASIS ON INVESTING IN UNDERREPRESENTED FOUNDERS.$75,000

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
DCR GROUP LLC
714 WOODSON SEATLANTAGA303152022-04-13$200,000SOLAR STEWARDS MARKETPLACE$200,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.3/1/2023, 6/30/2024 (FINAL)
1863 VENTURE FUND I LP
1100 15TH STREET NW SUITE 400WASHINGTONDC200052022-03-16$200,000AN EQUITY INVESTMENT IN A VENTURE CAPITAL FUND FORMED TO MAKE INVESTMENTS INTO BUSINESSES OWNED BY HISTORICALLY UNDERSERVED INDIVIDUALS, MARGINALIZED BY RACE, GENDER AND/OR CLASS, WHO HAVE BEEN SYSTEMATICALLY EXCLUDED FROM ACCESS TO ADEQUATE CAPITAL FROM TRADITIONAL COMMERCIAL SOURCES DUE TO THEIR MEMBERSHIP IN A HISTORICALLY DISADVANTAGED GROUP(S) OR THE LOCATION OF THEIR ACTIVITIES IN A DISTRESSED OR OTHERWISE DISADVANTAGED AND UNDERSERVED REGION.$200,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.3/1/2023, 4/1/24
IF FOUNDATION
1200 U STREET NWWASHINGTONDC200092023-11-13$50,000REPARATIONS IN THE WASHINGTON DC REGION$50,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.3/1/2024, 9/26/2024 (FINAL)
COMMONWEALTH VENTURES MANAGEMENT INC
201 E 17TH ST APT 5GNEW YORKNY100032024-07-01$100,000TO SUPPORT THE COMMONWEALTH VENTURES FELLOWSHIP PROGRAM$100,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.NO REPORT DUE YET
NEXT WORLD ASSETS
836 MONTEGOMERY STREETSAN FRANCISCOCA941332024-10-07$400,000A DEBT INVESTMENT TO LAUNCH FIRE FUND, A FIXED INCOME STRATEGY BASED ON FISCAL JUSTICE ANALYSIS OF THE MUNICIPAL BOND MARKET BY ACTIVEST AND EXECUTED IN PARTNERSHIP WITH COMMUNITY CAPITAL MANAGEMENT.$400,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.NO REPORT DUE YET
SUNWEALTH IMPACT DEBT FUND LLC
2067 MASSACHUSETTS AVENUE SUITE 540CAMBRIDGEMA021402024-10-22$200,000A DEBT INVESTMENT TO SUPPORT SUNWEALTH IMPACT DEBT FUND'S BUSINESS OF FINANCING COMMUNITY-BASED SOLAR PROJECTS, WITH EMPHASIS ON ECONOMIC INCLUSION AND SERVING LOW- AND MODERATE-INCOME COMMUNITIES.$200,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.NO REPORT DUE YET
SUNWEALTH SOLAR JUSTICE FUND LLC
2067 MASSACHUSETTS AVENUE SUITE 540CAMBRIDGEMA021402024-10-22$100,000A DEBT INVESTMENT TO SUPPORT SUNWEALTH SOLAR JUSTICE FUND'S BUSINESS OF PROVIDING DEVELOPMENT CAPITAL AND FINANCING FOR COMMUNITY-BASED SOLAR PROJECTS, WITH AN EMPHASIS ON INVESTMENT IN WOMEN- AND BIPOC-OWNED OR LED SOLAR COMPANIES AND PROJECTS THAT UPLIFT LOW- AND MODERATE-INCOME COMMUNITIES.$100,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.NO REPORT DUE YET
HALCYON FUND II LP
3400 PROSPECT ST NWWASHINGTONDC200072024-10-07$75,000AN EQUITY INVESTMENT TO SUPPORT HALCYON'S INVESTMENT STRATEGY OF MAKING SEED-STAGE INVESTMENTS IN SELECT VENTURES THAT INTEND TO HAVE A SOCIAL OR ENVIRONMENTAL IMPACT THROUGH CLIMATE, HEALTH, AND EQUITY TECH SOLUTIONS, WITH AN EMPHASIS ON INVESTING IN UNDERREPRESENTED FOUNDERS.$75,000NO KNOWN DIVERSION OF ANY PORTION OF THE GRANT FUND.NO REPORT DUE YET

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationSCHEDULE OF INFORMATION REGARDING TRANSFERS FROM A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:NCF INVESTMENTS HOLDINGS, LP224 W TREMONT AVENUECHARLOTTE, NC 28203EMPLOYER IDENTIFICATION NUMBER:27-1144048EXCESS BUSINESS HOLDING:NODESCRIPTION OF TRANSFER:DISTRIBUTIONS FROM PARTNERSHIPAMOUNT OF TRANSFER:267,487,062MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$89,582,985EOYBookValueAmt
EOYFMV$89,582,985EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$188,560,043EOYBookValueAmt
EOYFMV$188,560,043EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NCF INVESTMENT HOLDINGS, LPFMV$157,879,235$157,879,235
IMPACT AMERICA FUND III, LPFMV$199,273$199,273
LEARN CAPITAL FUND V GROWTH, LPFMV$1,320,278$1,320,278
LEARN CAPITAL FUND V EARLY, LPFMV$1,098,805$1,098,805
GENERATION IM GLOBAL EQUITY FUND, LLCFMV$12,883,388$12,883,388
ROSE AFFORDABLE HOUSING PRESERVATION FUND VI REIT LPFMV$685,253$685,253
WOMEN'S & CHILDREN'S HEALTH TECHNOLOGY EU FUND SCSPFMV$653,361$653,361
JLC INFRASTRUCTURE FUND II LPFMV$439,293$439,293
MORGAN STANLEY 1GT FUND LPFMV$167,471$167,471
KAIROS CREDIT STRATEGIES REIT, INCFMV$4,159,323$4,159,323
ALIGNED CLIMATE FUND 2 LPFMV$476,388$476,388
ANTHROPIC, PBCFMV$1,869,251$1,869,251

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (6 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ART$23,799$0$23,799$23,799
AUDIO VISUAL EQUIPMENT$202,800$140,900$61,900$61,900
FIXTURES & FURNITURE$313,807$219,665$94,142$94,142
LEASEHOLD IMPROVEMENTS$1,162,891$381,594$781,297$781,297
WEBSITE$69,035$69,035$0
GRANTS DATA BASE$273,816$273,816$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$256,769LegalFeesAmt
Net Investment Income$23,941NetInvestmentIncomeAmt
Adjusted Net Income$10,735AdjustedNetIncomeAmt
Disbursements Charitable Prps$320,447DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$279,604$279,604$279,604
REIMBUSEMENT RECEIVABLE$222,196$2,952$2,952
RIGHT OF USE ASSET$7,019,995$6,271,961$6,271,961
PROGRAM RELATED INVESTMENT$600,000$1,375,000$1,375,000
PRI INTEREST RECEIVABLE$1,000$6,589$6,589
DEFERRED TAX ASSET$4,410$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAX ASSET/LIABILITYDesc
Amt$353,879Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EMPLOYEE EXPENSE$25,470$0$0$25,470
DUES & SUBSCRIPTIONS$17,974$0$0$14,203
INSURANCE$57,762$0$0$50,932
INFORMATION TECHNOLOGY & INTERNET$107,115$0$0$100,247
MEALS & ENTERTAINMENT$75,085$0$0$61,010
OFFICE EXPENSES$10,420$0$0$10,420
MISCELLANEOUS$100,942$0$0$53,794
REPAIRS & MAINTENANCE$42,307$0$0$42,307
PASSTHROUGH INVESTMENT DEDUCTIONS$0$4,061,629$0$0
EXPENSES FROM PROGRAM RELATED INVESTMENTS$0$0$0$11,110

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PASS-THRU INVESTMENTS$3,307-$339,709
PRI INVESTMENT INCOME$10,562$10,562$10,735
TAX REFUNDS$628,491$0
SETTLEMENTS & REIMBURSEMENTS$6,312$0$0
FOREIGN EXCHANGE LOSS-$395,692-$395,692$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
UNREALIZED GAINS/LOSSES ON INVESTMENTS$24,805,492
EFFECT OF POST RETIREMENT BENEFIT OBLIGATION ADJUSTMENT$518,579
PPA - INCORRECT ACCRUAL, NO 4940 IMPACT$60,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
POST RETIREMENT BENEFIT OBLIGATION$2,457,125$1,938,546
RIGHT OF USE ASSET LIABILITY$7,641,177$6,897,429
DEFERRED FEDERAL EXCISE TAX PAYABLE$0$1,034,384

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$3,533,960$3,153,874$0$0
OTHER CONSULTANTS$1,266,574$0$0$1,278,972

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE AND UBI TAXES$693,569$0$0$0
STATE TAXES$21,103$0$0$0
FOREIGN TAXES PAID$0$71,004$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NCF INVESTMENTS HOLDINGS LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1224 W TREMONT AVENUEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28203ZIPCd
FieldValueIRS element (for citing)
EIN271144048EIN
DescDISTRIBUTIONS FROM PARTNERSHIPDesc
Amt$0Amt
FieldValueIRS element (for citing)
Total$14,927,381TotalAmt