2026-05-08T12:33:29-04:00 2025-12-31 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990PF 2025-01-01 840632115 NATIONAL ENDOWMENT FOR FINANCIAL EDUCATION NATI 3037416333 1550 MARKET STREET SUITE 475 DENVER CO 80202 JOANNE FLORES MOSES TREAS. & CFO 2026-05-08 true KRISTIN CALDER P01720813 3035345953 2026-05-08 2025 2025-03-06 01:10:19Z X 209195546 X 308 X 1819431 1819431 1819431 8564635 9852274 8564033 743816 4408295 4419774 4408295 14792669 14803238 6971542 987229 70771 70771 916458 3021197 26065 26065 2995132 1285652 19223 19223 1266429 67877 527 527 67350 56700 5670 5670 51030 976819 345161 345161 631658 120000 120000 667553 6668 6668 660885 345897 1589 1589 344308 9553 34 34 9519 1513087 3829 3829 1509258 9051564 479537 479537 8572027 389013 389013 9440577 479537 479537 8961040 5352092 14323701 6492005 8924647 10233762 10259512 45148042 58613851 71214051 8895641 18375926 18229731 86504285 67601168 109492252 149472615 154824707 209195546 0 X 149472615 154824707 149472615 154824707 149472615 154824707 149472615 5352092 154824707 154824707 AEW SEAPORT GLOBAL PROPERTY SECURITI P 657033 -657033 -657033 DAVIDSON KEMPNER INSITUTIONAL PARTNE P 310047 310047 310047 OVERLOOK PARTNERS P 180109 -180109 -180109 STEPSTONE (FKA GREENSPRING) 9 P 9947 9947 9947 AEW SEAPORT GLOBAL PROPERTY SECURITI P 150847 -150847 -150847 DAVIDSON KEMPNER INSITUTIONAL PARTNE P 23548 23548 23548 OVERLOOK PARTNERS P 91006 91006 91006 STEPSTONE (FKA GREENSPRING) 9 P 531 531 531 AULDBRASS PARTNERS SECONDARY OPPORTU P 15966 -15966 -15966 DODGE & COX INCOME FUND P 21709 -21709 -21709 OWNERSHIP CAPITAL GLOBAL EQUITY P 743089 743089 743089 ULTRA SHORT DURATION SMA P 222 222 222 AULDBRASS PARTNERS SECONDARY OPPORTU P 2 2 2 FORESTER DIVERSIFIED LTD P 503883 503883 503883 OWNERSHIP CAPITAL GLOBAL EQUITY P 126074 -126074 -126074 ULTRA SHORT DURATION SMA P 1282 -1282 -1282 BRECKINRIDGE CAPITAL ADVISORS P 9655 -9655 -9655 FORTRESS CREDIT OPPORTUNITIES FUND 5 P 13216 13216 13216 PARAMETRIC P 76537 76537 76537 VANGUARD FTSE EM ETF P 106374 106374 106374 BRECKINRIDGE CAPITAL ADVISORS P 17547 17547 17547 FORTRESS CREDIT OPPORTUNITIES FUND 5 P 707 -707 -707 PARAMETRIC P 1987 1987 1987 VANGUARD TOTAL STOCK INDEX FUND P 2670264 2670264 2670264 CAPITAL GROUP AMERICAN FUNDS EUROPAC P 656903 656903 656903 FORTRESS CREDIT OPPORTUNITIES FUND V P 864 864 864 PRIME FINANCE IV SHORT P 941 941 941 WELLINGTON DURABLE COMPANIES P 660229 660229 660229 CIM ENTERPRISE LOAN FUND P 1421 1421 1421 HARBOURVEST REAL ASSETS 4 FEEDER FUN P 231129 231129 231129 SIGULER GUFF DISTRESSED OPPORTUNITIE P 29400 -29400 -29400 WELLINGTON DURABLE COMPANIES P 8573 8573 8573 CITY OF LONDON EM INVESTABLE FUND P 476523 476523 476523 INDUSTRY VENTURE PTR HOLDINGS V P 16497 16497 16497 SIGULER GUFF DISTRESSED OPPORTUNITIE P 1369 -1369 -1369 WELLINGTON US RESEARCH P 305950 305950 305950 CITY OF LONDON EM INVESTABLE FUND P 4021 -4021 -4021 INDUSTRY VENTURE PTR HOLDINGS V P 110 -110 -110 SIGULER GUFF DISTRESSED OPPORTUNITIE P 82224 -82224 -82224 WELLINGTON US RESEARCH P 732027 732027 732027 COMMONFUND INTERNATIONAL PEP VI P 6411 -6411 -6411 INDUSTRY VENTURE PTR HOLDINGS VI P 70855 70855 70855 SIGULER GUFF DISTRESSED OPPORTUNITIE P 10 -10 -10 COMMONFUND PEP VII P 31828 31828 31828 INDUSTRY VENTURE PTR HOLDINGS VI P 138 -138 -138 SILCHESTER INTERNATIONAL INVESTORS P 1432057 1432057 1432057 COMMONFUND PEP VII P 13 13 13 INDUSTRY VENTURES PTR HOLDINGS VII P 477 -477 -477 SILCHESTER INTERNATIONAL INVESTORS P 147623 147623 147623 COMMONFUND VENTURE PARTNERS XI P 248244 248244 248244 LAZARD GLOBAL LISTED P 112749 112749 112749 STEPSTONE (FKA GREENSPRING) 8 P 146741 146741 146741 COMMONFUND VENTURE PARTNERS XI P 122 122 122 NIO INFRASTRUCTURE FEEDER FUND V P 1028 1028 1028 STEPSTONE (FKA GREENSPRING) 8 P 1058 1058 1058 8564033 743816 199099 199099 199099 166170 166170 X 32929 false false false false false false false true true CO true true false false false true WWW.NEFE.ORG THE ORGANIZATION 3037416333 1550 MARKET STREET SUITE 475 DENVER CO 80202 false false false true true false false false false false false false false false true false false false false false false false DIONNE BLUE PHD 1550 MARKET STREET STE 475 DENVER CO 80202 CHAIR 1.00 0 0 0 RACHELLE FELDMAN 1550 MARKET STREET STE 475 DENVER CO 80202 VICE CHAIR 1.00 0 0 0 JASON YOUNG 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 RICK KETCHUM 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 MEGAN GORMAN 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 JOURDAN JONES 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 BETH LESEN PHD 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 MARGARET LIBBY 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 BOB LEWIS 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 CHRISTINE LOVELY 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 CONNIE WEAVER 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 LORETTA SANCHEZ 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 TRACY SHAW 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 MANISHA THAKOR 1550 MARKET STREET STE 475 DENVER CO 80202 MEMBER 1.00 0 0 0 BILLY HENSLEY 1550 MARKET STREET STE 475 DENVER CO 80202 PRES. & CEO 40.00 502476 28662 0 JOANNE FLORES MOSES 1550 MARKET STREET STE 475 DENVER CO 80202 TREAS. & CFO 40.00 312807 58496 0 BRIAN FORD 1550 MARKET STREET STE 475 DENVER CO 80202 SEC. & COS 40.00 171946 14673 0 MICHELLE SAMUELS-JONES 1550 MARKET STREET STE 475 DENVER CO 80202 SR VP EQUITY 40.00 243371 38257 BETH BEAN 1550 MARKET STREET STE 475 DENVER CO 80202 SR VP RES & 40.00 245030 23451 AMARIE FISHER 1550 MARKET STREET STE 475 DENVER CO 80202 SR. DIR & CO 40.00 136019 24173 PAUL GOLDEN 1550 MARKET STREET STE 475 DENVER CO 80202 MD MEDIA 40.00 123944 32957 JOSHUA CARABALLO 1550 MARKET STREET STE 475 DENVER CO 80202 MD RES & GRA 40.00 123945 19553 22 APPALACHIAN COLLEGE ASSOCIATION 3816 CAMELOT DRIVE OFC LEXINGTON KY 40517 PARTNERSHIP 271339 CAMBRIDGE ASSOCIATES 115 FEDERAL STREET SUITE 200 BOSTON MA 02110 INV ADVISOR 256731 MERIPLEX 10111 RICHMOND AVE SUITE 500 HOUSTON TX 77042 TECH CONSULT 179543 AUGENBLICH PALAICH AND ASSOCIATES 1658 LAFAYETTE ST PO 7337 DENVER CO 80207 ROI CONSULTANTS 160000 FOUNDATION FOR COLORADO COMMUNITY COLLEGES 9101 E LOWRY BLVD DENVER CO 80230 PARTNERSHIP 138122 10 RESEARCH AND GRANT FUNDING NEFE ACCEPTS APPLICATIONS FOR RESEARCH FUNDING ANNUALLY, WHICH IDENTIFY KNOWLEDGE GAPS AND SEEK TO PROVIDE EVIDENCE FOR WHAT WORKS BEST REGARDING THE APPLICATION AND IMPLEMENTATION OF FINANCIAL EDUCATION IN ORDER TO LAY THE GROUNDWORK FOR GREATER FUTURE IMPACT. FUNDING IS PROVIDED FOR RESEARCH THAT HAS THE POTENTIAL TO MAKE A PROFOUND CONTRIBUTION TO THE FIELD OF FINANCIAL EDUCATION AND SEEKS TO IMPROVE THE PUBLIC'S FINANCIAL WELL-BEING. NEFE APPROVED FUNDING TO FIVE GRANT APPLICANTS IN 2025, BRINGING THE NUMBER OF ONGOING RESEARCH STUDIES TO EIGHT. NEFE HAS FUNDED A TOTAL OF 53 RESEARCH PROJECTS SINCE 2006. IN ADDITION, RESEARCH FUNDING SUPPORTS WORK ON SCALE VALIDATION, ADDRESSING A NEED FOR RIGOROUS TESTING AND VALIDATION OF HIGHLY UTILIZED SURVEY INSTRUMENTS IN THE FINANCIAL SERVICES INDUSTRY, AS WELL AS OUR RESEARCH ADVISORY COUNCIL WORK, CONSISTING OF OTHER SCHOLARS AND EXPERTS THROUGHOUT THE FIELD, WHO REVIEW AND ADVISE ON NEW INITIATIVES AND ELEVATE C 6392793 N/A 190884118 8911111 0 199795229 199795229 2996928 196798301 9839915 X 8961040 8961040 2005-06-24 X 6492005 7025959 5595654 19113618 5518204 5972065 4756306 16246575 8961040 9774679 9393665 7889055 36018439 389031 654052 590568 786411 2420062 8572009 9120627 8803097 7102644 33598377 6559943 6309175 5995029 6126090 24990237 APPLICATIONS SHOULD BE SUBMITTED TO 1550 MARKET STREET SUITE 475 DENVER CO 80202 3037416333 NEFE.ORG APPLICANTS MUST SUBMIT A LETTER OF INQUIRY FORM AS THE FIRST STEP TO BEING CONSIDERED FOR FUNDING. THE FORM IS AVAILABLE ON NEFE'S WEBSITE AT NEFE.ORG NEFE ACCEPTS LETTERS OF INQUIRY ONCE PER YEAR. 2025 WAS MARCH 17 TO APRIL 25. 2026 IS MARCH 30 TO MA NEFE DOES NOT FUND PROJECTS THAT: O HAVE COMMERCIAL OR PROPRIETARY ELEMENTS. O ARE RELATED TO THE PILOT, DEVELOPMENT, EXECUTION, EVALUATION, EXPANSION OR ADMINISTRATION OF SPECIFIC PROGRAMS, COURSES OR CURRICULA. THE UNIVERSITY OF ALABAMA 318 ROSE ADMINISTRATION BUILDING BOX 870135 TUSCALOOSA AL 35487 NONE PC RESEARCH GRANT 48208 MONTANA STATE UNIVERSITY 328 MONTANA HALL PO BOX 172470 BOZEMAN MT 59717 NONE PC RESEARCH GRANT 117000 ST LOUIS UNIVERSITY 3545 LINDELL BLVD ST LOUIS MO 63103 NONE PC RESEARCH GRANT 59126 LEWIS AND CLARK COLLEGE 615 S PALATINE HILL ROAD MSC 31 PORTLAND OR 97219 NONE PC RESEARCH GRANT 9709 COUNCIL FOR ECONOMIC EDUCATION 122 E 42ND STREET SUITE 1012 NEW YORK CITY NY 10168 NONE PC 75TH ANNIVERSARY CAMPAIGN 1500 IOWA JUMPSTART 321 EAST 12TH STREET DES MOINES IA 50319 NONE PC IN HONOR FORMER BOARD MEMBER 1500 JUMPSTART COALITION PO BOX 51 HOLLEYWOOD MD 20636 NONE PC 30TH ANNIVERSARY DONATION 10000 MORGAN STATE UNIVERSITY 1700 EAST COLD SPRING LAN MONTBELLOW COMPLEX BALTIMORE MD 21251 NONE PC RESEARCH GRANT 85970 UNIVERSITY OF CALIFORNIA 1125 MURPHY HALL 405 AVE BOX 957089 LOS ANGELES CA 90095 NONE PC RESEARCH GRANT 33000 UNIVERSITY OF NOTRE DAME 836A GRACE HALL NOTRE DAME IN 46556 NONE PC FINANCIAL LITERACY 23000 389013 UNIVERSITY OF CALIFORNIA BERKLEY 110 SPROUL HALL BERKELEY CA 94720 NONE PC RESEARCH GRANT 35000 CHAMINADE UNIVERSITY OF HONOLULU 3140 WAIALAE AVE HONOLULU HI 96816 NONE PC RESEARCH GRANT 128000 GALLAUDET UNIVERSITY 800 FLORIDA AVE NE WASHINGTON DC 20002 NONE PC RESEARCH GRANT 246233 UNIVERSITY OF WISCONSIN MADISON 500 LINCOLN DRIVE MADISON WI 53706 NONE PC RESEARCH GRANT 127645 SOCIETY FOR FINANCIAL EDUCATION AND PROFESSIONAL DEVELOPMENT INC 1800 DIAGONAL RD SUITE 600 ALEXANDRIA VA 22314 NONE PC RESEARCH GRANT 100000 636878 REGISTRATION FEES 250 14 1819431 523000 602 18 8564033 PASS-THROUGH ENTITIES 14 4419774 PASS-THROUGH ENTITIES UBTI 523000 -11729 -11127 14803238 250 14792361 1A THE FOUNDATION HOSTS THE INNOVATION & IMPACT SUMMIT false false false false false false false false false false KUNDINGER, CORDER & MONTOYA, PC 56700 5670 5670 51030 COMMONFUND INTERNATIONAL PEP VI - UB PURCHASE 7 -7 COMMONFUND PEP VII - UBTI PURCHASE 699 699 INDUSTRY VENTURE PTR HOLDINGS V - UB PURCHASE 82 -82 INDUSTRY VENTURE PTR HOLDINGS VI - U PURCHASE 2 -2 INDUSTRY VENTURES PTR HOLDINGS VII - PURCHASE 6 -6 DODGE & COX INCOME FUND 3868563 3815799 RBC GLOBAL ASSET MANAGEMENT 4631619 4315943 BRECKINRIDGE CAPITAL ADVISORS 9875744 10097989 PUBLICLY TRADED SECURITIES 58613851 71214051 AEW GLOBAL PROPERTY SECURITIES FUND AT COST 4363749 6110595 ALPINE INVESTORS IX-A AT COST 751004 1031904 ARES SECONDARIES INFRA SOLUTIONS III AT COST 185876 201389 AULDBRASS PTNRS SECONDARY OPP FUND AT COST 2563715 3739352 BANNER RIDGE SECONDARY FUN VI AT COST 25854 CA RESOURCES FUND FCO VI AT COST 68511 68511 CIM ENTERPRISE LOAN FUND AT COST 7895668 8769780 CITY OF LONDON EM INVESTABLE FUND AT COST 1592098 4231519 COMMONFUND INTL PIP AT COST 124765 1540 COMMONFUND PIP VII AT COST 57993 38894 COMMONFUND VENTURE PARTNERS XI AT COST 1205519 3848429 CROWN GLOBAL SECONDARIES AT COST 1073334 1183233 DAVIDSON KEMPNER INSTITUTIONAL PTNR AT COST 7435520 16191794 FORESTER DIVERSIFIED LTD AT COST 62513 133432 FORTRESS CREDIT OPP FUND V AT COST 1095252 1209771 FORTRESS CREDIT OPP FUND VI AT COST 580431 629771 HARBOURVEST DOVER STREET 08 AT COST 80232 HARBOURVEST DOVER STREET 09 AT COST 1240339 HARBOURVEST DOVER STREET 10 AT COST 2862595 5538741 HARBOURVEST DOVER STREET XI AT COST 2224461 2987867 HARBORVEST REAL ASSETS 4 FEEDER FUND AT COST 2717884 3869034 INDUSTRY VENTURE AT COST 1331196 1663645 INDUSTRY VENTURE VII AT COST 388636 505629 INDUSTRY VENTURE PARTNERS HOLDINGS AT COST 2576850 4802097 LANDMARK REAL ESTATE AT COST 999729 1072537 LAZARD GLOBAL LISTED AT COST 4016398 4571470 NB SECONDARY OPP AT COST 2297763 3349151 NIO INFRASTRUCTURE FEEDER FUND II AT COST 445132 493386 NIO INFRASTRUCTURE FEEDER FUND V AT COST 345365 289340 OVERLOOK PARTNERS AT COST 4065768 5109284 OWNERSHIP CAPITAL GLOBAL EQUITY FUND AT COST PARAMETRIC AT COST 3168849 3736660 PRIME FINANCE III AT COST 2373075 2027530 PRIME FINANCE IV AT COST 550856 476623 SIGULER GUFF DISS OPP FUND 4 AT COST 83993 9441 SILCHESTER INTERNATIONAL AT COST STEPSTONE (FKA GREENSPRING) 8 AT COST 1208042 2463314 STEPSTONE (FKA GREENSPRING) 9 AT COST 2255089 3543902 TIVERTON AGRIFINANCE III AT COST 675527 665323 VISTRIA FUND (FT) AT COST 807882 937895 VANGUARD FTSE EM ETF AT COST 1856954 2325738 WELLINGTON ARCHIPELAGO PARTNERS AT COST 1293176 10317306 WELLINGTON DURABLE COMPANIES AT COST SHERIDAN ROSS 8987 8987 BCLP 41194 527 527 40667 SCHAUBLE LAW GROUP LLC 4244 4244 HOWITT LEGAL SERVICES 4752 4752 SECTOR LAW PLLC 8700 8700 EXPENSES RESEARCH/POLICY/ADVOCACY 34141 34141 SPONSORSHIPS/COMM/MARKETING 425280 425280 BUSINESS EXPENSES 103324 972 972 102352 COMMISSIONED RESEARCH 135550 135550 STRATEGIC PARTNERSHIPS 409461 409461 COMPUTER, SOFTWARE, WEBSITES 405331 2857 2857 402474 REGISTRATION FEES 250 250 PASS-THROUGH ENTITIES 4419774 4419774 4419774 PASS-THROUGH ENTITIES UBTI -11729 -11729 CAMBRIDGE ASSOCIATES, LLC 256731 256731 256731 BRECKINRIDGE CAPITAL ADVISORS, I 8783 8783 8783 WELLINGTON TRUST CO. 41106 41106 41106 KEYBANK 12012 12012 12012 PARAMETRIC 5081 5081 5081 ULTRA SHORT 12640 12640 12640 OCTOBER THREE CONSULTING 61512 615 615 60897 CONSULTING 578954 8193 8193 570761 2025 ESTIMATED EXCISE TAXES PAID 120000 120000