2025-02-10T16:09:37-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 943255070 COMMUNITY INITIATIVES COMM 4152307700 1000 BROADWAY 480 OAKLAND CA 94607 RUTH WILLIAMS CEO 4152307700 2025-02-05 1 0 BRIAN YACKER P00401346 9492222999 2025-02-05 2023 2025-03-06 01:10:19Z RUTH WILLIAMS 1000 BROADWAY 480 OAKLAND CA 94607 191884699 0 X WWW.COMMUNITYIN.ORG X 1997 CA SPONSORS PROJECTS FOR THE BENEFIT OF COMMUNITIES IN SERVICE TO POSITIVE SOCIAL CHANGE. 7 7 719 1785 0 0 51120622 64452838 6946990 11035734 762255 1824054 605867 299113 59435734 77611739 8584840 11929513 0 0 32733318 39277020 42000 200513 4893500 14012172 16942697 55372330 68349743 4063404 9261996 56232715 74356841 4809354 7404590 51423361 66952251 X COMMUNITY INITIATIVES ACTS AS A THOUGHT-PARTNER AND PROVIDES ADMINISTRATIVE SERVICES TO NONPROFIT STARTUPS, ESTABLISHED INITIATIVES, NETWORKS, AND COLLABORATIONS. WE SPONSOR PROJECTS FOR THE BENEFIT OF COMMUNITIES IN SERVICE TO POSITIVE SOCIAL CHANGE. 0 0 56728835 11929513 11035734 COMMUNITY INITIATIVES PROVIDED SERVICES OF FINANCIAL MANAGEMENT, HUMAN RESOURCES AND GRANTS MANAGEMENT, AS WELL AS NONPROFIT MANAGEMENT, PAYROLL, TAX FILING, LEGAL, AND COACHING TO ITS FISCALLY SPONSORED PROJECTS.COMMUNITY INITIATIVES' PROJECTS WORK ON A VARIETY OF ISSUES IN DIVERSE GEOGRAPHIC AREAS THAT CONTRIBUTE TO AND CREATE PUBLIC GOOD. OUR CURRENT FISCALLY SPONSORED PROJECTS BENEFIT ARTS AND CULTURE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, PUBLIC AFFAIRS, AND SOCIAL JUSTICE.(CONTINUED ON SCHEDULE O)SUPPORT FOR MISSION-DRIVEN PROJECTS:TO HELP OUR PROJECTS THRIVE, COMMUNITY INITIATIVES PROVIDES ESSENTIAL SUPPORT SERVICES THAT STRENGTHEN THEIR CAPACITY TO DELIVER ON THEIR MISSIONS. THIS INCLUDES FINANCIAL OVERSIGHT TO ENSURE THE RESPONSIBLE MANAGEMENT OF GRANT REVENUES, COMPLIANCE WITH DONOR REQUIREMENTS, AND PROGRAMMATIC REPORTING. WE ALSO SUPPORT THE PEOPLE BEHIND OUR PROJECTS BY PROVIDING ACCESS TO EMPLOYEE BENEFITS, RETIREMENT PROGRAMS, AND RESOURCES THAT ENABLE EFFECTIVE PROJECT OPERATIONS. THROUGH THESE SERVICES, COMMUNITY INITIATIVES ENSURES THAT OUR SPONSORED PROJECTS CAN FOCUS ON CREATING MEANINGFUL CHANGE IN THE COMMUNITIES THEY SERVE.CHARITABLE SPONSORSHIP AND GRANTMAKING ACTIVITIES:COMMUNITY INITIATIVES SPONSORS CHARITABLE PROJECTS THROUGHOUT THE U.S. THAT MEET DIVERSE COMMUNITY NEEDS AND CONTRIBUTE TO THE PUBLIC GOOD. OUR PROJECTS WORK IN PROGRAM AREAS INCLUDING SOCIAL JUSTICE, ENVIRONMENTAL PROTECTION, YOUTH DEVELOPMENT, ARTS & CULTURE, HEALTH, AND EDUCATION. ADDITIONALLY, COMMUNITY INITIATIVES MAKES GRANTS TO ORGANIZATIONS AND PROJECTS THAT ADVANCE OUR CHARITABLE AND EDUCATIONAL MISSION, SUPPORTING BOTH MODEL A AND MODEL C FISCALLY SPONSORED PROJECTS. WE MANAGE PHILANTHROPIC RELATIONSHIPS WITH NEARLY 400 INSTITUTIONAL DONORS, PROCESS THOUSANDS OF DONATIONS AND GRANTS ANNUALLY, AND ENSURE THAT ALL FUNDS ARE USED TO SUPPORT IMPACTFUL PROGRAMS ALIGNED WITH OUR MISSION. 56728835 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 495 0 1 719 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X THE ORGANIZATION 4152307700 1000 BROADWAY 480 OAKLAND CA 94607 RUTH WILLIAMS CEO 40.00 X 377723 0 49996 CARL TAIBL CFO 40.00 X 238660 0 81164 MAMIE FUNAHASHI VP STRATEGIC PARTNERSHIPS 40.00 X 270308 0 38897 SAMANTHA TRAN EXECUTIVE DIR., CAL POLICY COLLAB. 40.00 X 265582 0 36245 DAVID MCGEE VP HR & OPERATIONS 40.00 X 238038 0 47434 LUCY BLAKE PRESIDENT, NPS 40.00 X 199136 0 44624 KATHLEEN BOLTS VP OF CLIENT SERVICES 40.00 X 198550 0 37131 HEDY CHANG EXECUTIVE DIR., ATTENDANCE WORKS 40.00 X 175276 0 52799 MARK BROMLEY COUNCIL CHAIR, COUNCIL FOR GLOBAL EQ 40.00 X 177035 0 37887 MICHAEL MCBRIDE EXECUTIVE DIR., LIVE FREE 40.00 X 193250 0 12750 BARBARA RHOMBERG CHAIR 1.00 X X 0 0 0 DEE DEE MENDOZA SECRETARY 1.00 X X 0 0 0 MAYA TUSSING TREASURER 1.00 X X 0 0 0 MARY ANN FAKE DIRECTOR 1.00 X 0 0 0 JANET CAMARENA DIRECTOR 1.00 X 0 0 0 ABBAS MOLOO DIRECTOR 1.00 X 0 0 0 LOREN POGIR DIRECTOR 1.00 X 0 0 0 2333558 0 438927 64 0 1 0 MARCUS MCALLISTER 3134 MONTEREY LN WADSWORTH IL 60083 PROGRAM CONSULTATION SERVICES 128000 1 1811640 139428 5366025 57135745 260525 64452838 SERVICE FEES 541610 10541947 10541947 SERVICE CONTRACTS 900099 248863 248863 ADMISSIONS FEES 541610 244924 244924 11035734 1823392 1823392 114066189 114065527 662 662 662 30450 139428 96527 -66077 -66077 272205 110906 161299 161299 WRITE OFFS 900099 136755 136755 MISCELLANEOUS 900099 67136 67136 203891 77611739 11035734 0 2123167 10230282 10230282 1688448 1688448 10783 10783 1608391 1264856 202995 140540 30422414 23924522 3839612 2658280 749782 589637 94630 65515 3989106 3137077 503465 348564 2507327 1971789 316450 219088 166681 166681 112536 112536 282873 282873 200513 200513 5865411 5177573 281635 406203 95621 85170 988 9463 3218236 2588292 276273 353671 164918 133429 16664 14825 1351787 964775 279815 107197 1927814 1697257 41973 188584 1012654 849893 68328 94433 22633 12031 9265 1337 404762 94421 299850 10491 PROGRAM SUPPLIES 1352559 1352559 EQUIPMENT 531538 316455 179921 35162 HONORARIUM 298856 246388 25092 27376 FELLOWSHIPS 133818 110325 11235 12258 68349743 56728835 6727408 4893500 2421339 2720413 40351098 52448491 8930607 11434758 2416270 4326537 345795 458449 760025 652564 134659 107461 1632947 2860732 56232715 74356841 2453867 3838531 145136 202896 678299 535178 1532052 2827985 4809354 7404590 X 6831806 9069608 44591555 57882643 51423361 66952251 56232715 74356841 X 9261996 158600 6108294 X X 0 1 X 1 0 X 30111902 41556247 52956619 51120622 64452838 240198228 30111902 41556247 52956619 51120622 64452838 240198228 240198228 225884 23212 37921 769076 1823392 2879485 85136 120402 161299 366837 233388 10396 80944 540561 203891 1069180 244513730 29566767 0.98240 0.98030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 233,388. 2020 AMOUNT: $ 10,396. 2021 AMOUNT: $ 80,944. SETTLEMENT INCOME - 2022 AMOUNT: $ 326,000. WRITE OFFS - 2022 AMOUNT: $ 136,314. 2023 AMOUNT: $ 136,755. MISCELLANEOUS - 2022 AMOUNT: $ 49,584. 2023 AMOUNT: $ 67,136. MINIMUM FEE ASSESSMENT - 2022 AMOUNT: $ 26,490. REIMBURSEMENTS - 2022 AMOUNT: $ 2,173. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3515 279358 282873 61348727 61631600 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 4139 80 255971 282873 543063 250000 250000 250000 250000 1000000 1500000 4139 80 185390 3515 193124 PART II-A, LINES 1 AND 2: THE TOTAL LOBBYING EXPENSES FOR THE YEAR AMOUNTED TO $282,872.65, INCLUDING $26,269.52 FOR STAFF TIME AND $256,603.13 FOR CONSULTANTS AND OTHER RELATED COSTS. 310335 222520 87815 86040 82067 3973 363650 347977 15673 107461 OPERATING LEASE LIABILITIES 2827985 2827985 X 77983272 158600 5500 164100 77819172 -207433 -207433 77611739 68562676 5500 207433 212933 68349743 0 68349743 PART X, LINE 2: COMMUNITY INITIATIVES IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. COMMUNITY INITIATIVES FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC NO. 740. MANAGEMENT EVALUATED COMMUNITY INITIATIVES' TAX POSITIONS AND CONCLUDED THAT COMMUNITY INITIATIVES HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -96,527. COGS -110,906. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 96,527. COGS 110,906. 1 EUROPE 0 1 PROGRAM SERVICES TRANSLATION SERVICES, CONSULTING, EVENT/CONFERENCE TRAVEL, WRITING/EDITING SERVICES, DESIGN SERVICES, WORKSHOP PANELIST, SOFTWARE DEV & MAINTENANCE, IMAGE LICENSING, ADMIN SUPPORT SERVICES, SUBSCRIPTION, WEBSITE SUPPORT 194591 NORTH AMERICA 0 3 PROGRAM SERVICES BUDGETING SOFTWARE, CONSULTING, EVENT SUPPORT, EVENT/CONFERENCE TRAVEL, TRANSCRIPTION SERVICES, WEBSITE SUPPORT, WORKSHOP PANELIST, WORKSHOP TRAVEL & ACCOMMODATIONS, WRITING/EDITING SERVICES 112757 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES CONSULTING, SOFTWARE LICENSES, TRAVEL 36233 NORTH AMERICA 0 3 GRANTS 10783 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EVENT/CONFERENCE TRAVEL, WEBSITE SUPPORT, WORKSHOP TRAVEL & ACCOMMODATIONS, CONSULTING 4375 SOUTH AMERICA 0 2 PROGRAM SERVICES TRAVEL, TRANSLATION SERVICES 1580 SOUTH ASIA 0 0 PROGRAM SERVICES WORKSHOP TRAVEL & ACCOMMODATIONS, WRITING/EDITING SERVICES 410 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES WORKSHOP TRAVEL & ACCOMMODATIONS 33 0 10 0 0 0 10 360762 0 360762 NORTH AMERICA TASKFORCE ON INEQUALITY OF FINANCIAL DISCLOSURES 10783 WIRE 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THOROUGH DUE DILIGENCE IS CONDUCTED IN ADVANCE OF FUNDING TO DETERMINE WHETHER A RECIPIENT WILL BE AN APPROPRIATE GRANTEE. POTENTIAL RECIPIENTS ARE REQUIRED TO PROVIDE PROOF OF TAX STATUS AND/OR REGISTRATION DOCUMENTS AND THEIR ORGANIZATIONAL DOCUMENTS. ALL GRANTEES ARE NOTIFIED OF THE TERMS AND CONDITIONS OF EACH GRANT SHOULD IT BE AWARDED, AND GRANTEES INDICATE ACCEPTANCE BY SIGNATURE. ALL INTERNATIONAL GRANTS ARE RESTRICTED TO A CLEARLY DEFINED CHARITABLE PURPOSE. ALL GRANTEES RECEIVE A WRITTEN GRANT AGREEMENT, AND BY ACCEPTING PAYMENT THE GRANTEE AGREES TO THE CONDITIONS OF THE AWARD. PERIODIC REPORTS ARE REQUIRED THAT ADDRESS (1) USE OF THE GRANT FUNDS, (2) COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE GRANT, AND (3) PROGRESS TOWARD ACHIEVING THE GRANT'S PURPOSE. THE REPORTS ARE REVIEWED TO CONFIRM THAT ALL THE FUNDS HAVE BEEN USED FOR CHARITABLE PURPOSES AND WHETHER ALL THE FUNDS HAVE BEEN EXPENDED. X X X X X X X 1 SIRELLA 14 CLAIRE WAY TIBURON CA 94920 FUNDRAISING STRATEGY CONSULTANT 0 500000 72500 427500 HILARY BOTHMA 180 MADISON AVENUE RIVER EDGE NJ 07661 DEVELOPMENT CONSULTING 0 400000 28500 371500 MICHELLE SORGEN 1361 SOUTH SIERRA BONITA AVENUE LOS ANGELES CA 90019 GRANTWRITING 0 161000 10000 151000 HAYSE GROUP 1874 BROOKTREE WAY PLEASANTON CA 94566 GRANTWRITING 0 110000 11063 98937 AMPLIFYIMC 241 56TH STREET NORTHEAST WASHINGTON DC 20019 FUNDRAISING STRATEGY CONSULTANT 0 0 21000 -21000 JMK CONSULTING 3825 39TH AVENUE OAKLAND CA 94619 DEVELOPMENT CONSULTING 0 0 8750 -8750 LOTUS CONSULTING 325 SAN FRANCISCO BOULEVARD SAN ANSELMO CA 94960 DONOR DEVELOPMENT PLANNING AND CONSULTATION 0 0 42700 -42700 RBW STRATEGY LLC 5012 TOTHILL DRIVE OLNEY MD 20832 FUNDRAISING STRATEGY CONSULTANT 0 0 6000 -6000 1171000 200513 970487 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 15TH ANNUAL 'B A HERO' CELEBRATION 108053 83053 25000 4295 40605 750 8654 CASTRO COUNTRY CLUB GALA 61825 56375 5450 5251 27737 5350 3885 169878 139428 30450 4295 5251 68342 6100 12539 96527 -66077 1 ACCORDA MUSIC-THANATOLOGY INSTITUTE PO BOX 530883 HENDERSON NV 89012 863026785 501(C)(3) 9931 0 SCHOLARSHIPS AND GENERAL OPERATING SUPPORT ALLIANCE FOR GLOBAL JUSTICE 225 EAST 26TH STREET STE 1 TUCSON AZ 85713 522094677 501(C)(3) 6715 0 GENERAL OPERATING SUPPORT ALLIED UP 3200 E GUASTI ROAD ONTARIO CA 91761 844638822 450000 0 SUPPORT FOR THE CREATION OF ECONOMIC MOBILITY AND RACIAL EQUITY FOR LOW-WAGE WORKERS ATHOL-ROYALSTON REGIONAL SCHOOL DISTRICT 1062 PLEASANT ST ATHOL MA 13310 046006370 16000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING BEYOND TOXICS 120 SHELTON MCMURPHEY BLVD SUITE 280 EUGENE OR 97401 931294227 501(C)(3) 15000 0 SUPPORT FOR THE RESILIENT COMMUNITIES AGENDA BIG CAT SANCTURARY ALLIANCE 2842 MAIN STREET STE 131 GLASTONBURY CT 06033 261676217 501(C)(3) 10379 0 EXITED PROJECT GRANT DISBURSEMENT BLACK MUSIC ENTREPRENEURSHIP INCUBATOR 2781 TELEGRAPH AVE OAKLAND CA 94612 854045973 501(C)(3) 10000 0 SUPPORT FOR BLACK MEN'S WELLNESS FELLOWSHIP PROGRAM BOARD OF REGENTS OF THE UNIVERSITY OF NEBRASKA 2200 VINE STREET 151 PREM S PAUL RESEARCH LINCOLN NE 68503 470049123 501(C)(3) 6000 0 2024 MACARTHUR CIVIC JOURNALISM GRANT BOISE STATE UNIVERSITY 1910 WEST UNIVERSITY DRIVE BOISE ID 83725 820290701 42975 0 2024 PATHWAY LOCAL DISSEMINATION GRANT BRAINTREE PUBLIC SCHOOLS 348 POND STREET BRAINTREE MA 02184 046001097 30000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING CAL POLY HUMBOLDT 1 HARPST STREET ARCATA CA 95521 946050071 501(C)(3) 6000 0 2024 MACARTHUR CIVIC JOURNALISM GRANT CALIFORNIA STATE UNIVERSITY SAN MARCO CORPORATION 333 SOUTH TWIN OAKS VALLEY ROAD SAN MARCOS CA 92096 800390564 501(C)(3) 35000 0 2024 PATHWAY LOCAL DISSEMINATION GRANT CANTON PUBLIC SCHOOLS 900 WASHINGTON STREET CANTON MA 02111 046001105 10000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING CITY OF WORCHESTER 299 HIGHLAND ST WORCESTER MA 01602 046001418 21200 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING CLEMSON UNIVERSITY 230 KAPPA STREET CLEMSON SC 29634 576000254 35000 0 2024 PATHWAY LOCAL DISSEMINATION GRANT COMUNIDADES PO BOX 950 HOOD RIVER OR 97031 843334677 501(C)(3) 20000 0 FOR THE PURPOSE OF HOSTING AN ONLINE OR IN-PERSON ENERGY JUSTICE COMMUNITY MEETING CONFLUENCEFOVA62 1109 EAST 5TH STREET VANCOUVER WA 98661 753008926 501(C)(3) 14850 0 FOR ILLUSTRATIONS AND SIGNAGE AT FORT VANCOUVER NATIONAL HISTORIC SITE COUNCIL FOR INCLUSIVE CAPITALISM 909 3RD AVE UNIT 8343 NEW YORK NY 101502134 834368823 501(C)(3) 37917 0 SUPPORT FOR WORK RELATED TO THE TASKFORCE ON INEQUALITY AND SOCIAL-RELATED FINANCIAL DISCLOSURES DEATH VALLEY NATURAL HISTORY ASSOCIATION PO BOX 188 DEATH VALLEY CA 92328 952083126 501(C)(3) 18340 0 PROVIDING SUPPORT FOR BENCHES, PICNIC TABLES, AND AN INFORMATION BOARD FOR THE FURNACE CREEK VISITOR CENTER AREA DISCOVER YOUR NORTHWEST 164 S JACKSON STREET SEATTLE WA 98104 910921955 501(C)(3) 5250 0 HANDS-ON CULTURAL ITEMS FOR VISITOR USE AT NEZ PERCE NATIONAL HISTORICAL PARK EMPORIA STATE UNIVERSITY 1 KELLOGG CIRCLE BOX 4052 EMPORIA KS 66801 486088461 501(C)(3) 6000 0 2024 MACARTHUR CIVIC JOURNALISM GRANT FEATHER RIVER LAND TRUST 75 COURT STREET QUINCY CA 95971 680449687 501(C)(3) 1805473 0 ADVANCING CONSERVATION PROJECTS IN SIERRA VALLEY AND THE BALD MOUNTAIN RANGE FOXBOROUGH PUBLIC SCHOOLS 60 SOUTH STREET FOXBOROUGH MA 02035 046001150 16000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING FRIENDS OF HAWAI'I VOLCANOES NATIONAL PARK 1 CRATER RIM DRIVE HAWAII NATIONAL PARK HI 96718 311577169 501(C)(3) 150620 0 SUPPORT FOR MATERIALS RELATED TO A LATRINE SYSTEM AT THE KAHUKU-POHUE UNIT OF HAWAI'I VOLCANOES NATIONAL PARK FRIENDS OF WHISKEYTOWN INC PO BOX 2 WHISKEYTOWN CA 96095 460511279 501(C)(3) 73469 0 SUPPORT FOR SHADE AT THE WHISKEYTOWN NATIONAL RECREATION AREA AMPHITHEATER GENERAL ASSEMBLY SPACE INC 915 BROADWAY 3RD FLOOR NEW YORK NY 10010 272807367 292496 0 SUPPORT TO TRAIN HIGH-POTENTIAL ADULTS WITH BARRIERS TO EDUCATION AND EMPLOYMENT AND SECURE THEM EMPLOYMENT IN HIGH-WAGE, HIGH-GROWTH JOBS IN THE DIGITAL ECONOMY GLOBAL PHILANTHROPY PROJECT 407 EAST AYRE STREET 1049 WILMINGTON DE 19805 920399631 501(C)(3) 922734 0 EXITED PROJECT GRANT DISBURSEMENT GOOD BROTHAS NETWORK 544 PEBBLE DRIVE EL SOBRANTE CA 94803 134148824 501(C)(3) 10000 0 SUPPORT FOR ACTIVITIES DESIGNED TO SUPPORT THE HEALTH AND WELLNESS OF THE ORGANIZATIONS LEADERS GRAFTON PUBLIC SCHOOLS 30 PROVIDENCE ROAD GRAFTON MA 01519 843782779 501(C)(3) 10000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING GRIOT THEATER COMPANY 150 HARBOR DRIVE 1103 SAUSALITO CA 94965 853506544 501(C)(3) 45000 0 SUPPORT FOR 2024 THEATER EXPLORATION AND COLLEGE TOUR IN NYC FOR MARIN CITY STUDENTS HADLEY PUBLIC SCHOOLS 125 RUSSELL STREET HADLEY MA 01035 046001166 14000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING HALEAKALA CONSERVANCY PO BOX 880878 PUKALANI HI 96788 834385727 501(C)(3) 29850 0 SUPPORT FOR TWO BIRDWATCHING STATIONS AT BACKCOUNTRY CABINS IN HALEAKALA NATIONAL PARK HAWAI'I PACIFIC PARKS ASSOCIATION PO BOX 74 HAWAII NATIONAL PARK HI 96718 996000894 501(C)(3) 38812 0 PROVIDING SUPPORT FOR A MOBILE VISITOR CONTACT STATION FOR HAWAII VOLCANOES NATIONAL PARK HAYMARKET BOOKS 800 WEST BUENA AVENUE CHICAGO IL 60613 364400754 501(C)(3) 45000 0 SUPPORT FOR FINALIZING A STRATEGIC PLAN THAT WILL BE USED TO RAISE SUPPORT AND SECURE FUNDING FOR THE MUSEUM HOOSAC VALLEY REGIONAL SCHOOL DISTRICT 125 SAVORY ROAD CHESHIRE MA 01225 042422135 6800 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING HOPEDALE PUBLIC SCHOOLS 25 ADIN STREET HOPEDALE MA 01747 046001185 16000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING HOUSE OF VICTORY FOUNDATION INC 3146 RED HILL AVENUE SUITE 200A COSTA MESA CA 92625 923520646 3837743 0 SUPPORT FOR PROMOTING AND FOSTERING CHARITABLE AND EDUCATIONAL COMMUNITY ACTIVITIES INCLUDING PUBLIC SPEAKING AND ATHLETIC CAMPS, UTILIZING THE ACTIVE PARTICIPATION OF STUDENT-ATHLETES AND PROVIDES A FORUM FOR FUTURE GENERATIONS TO GROW AND DEVELOP IN THEIR AREAS OF PASSION WHILE EMPHASIZING THE IMPORTANCE OF CHARITABLE AND COMMUNITY INVOLVEMENT IMMIGRANTS RISING 18 BARTOL STREET 1220 SAN FRANCISCO CA 94133 863999163 501(C)(3) 20000 0 EXITED PROJECT GRANT DISBURSEMENT IMPACT OAKLAND 3701 TELEGRAPH AVENUE OAKLAND CA 94609 863028142 501(C)(3) 10000 0 SUPPORT FOR CIVIC ENGAGEMENT PROJECT KING PHILIP REGIONAL SCHOOL DISTRICT 18 KING STREET NORFOLK MA 02056 046006332 6800 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING LEADERSHIP FOR EDUCATION EQUITY FOUNDATION 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 208848357 501(C)(4) 55000 0 FELLOWSHIP HOST LEOMINSTER PUBLIC SCHOOLS 24 CHURCH STREET LEOMINSTER MA 01453 046006004 10000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING LIBERTY & LEGACY ERA 1764 BROADWAY AVENUE OAKLAND CA 94612 474878985 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT LIVE FREE CHICAGO 4445 S KING DRIVE CHICAGO IL 60653 815487128 501(C)(3) 70000 0 TO PROVIDE SUPPORT TO LIVE FREE CHICAGO TO IMPROVE PUBLIC SAFETY AND TRANSFORM A BROKEN CRIMINAL JUSTICE SYSTEM. MCGEE AVENUE BAPTIST CHURCH 1640 STUART STREET BERKELEY CA 94703 134148824 501(C)(3) 25000 0 PROVIDING SUPPORT FOR VIOLENCE INTERVENTION PROGRAMS FOR YOUTH DURING THE SUMMER MIAMI UNIVERSITY 501 EAST HIGH STREET OXFORD OH 45056 316402089 501(C)(3) 35000 0 2024 PATHWAY LOCAL DISSEMINATION GRANT MOORE IACOFANO GOLTSMAN INC 800 HEARST AVENUE BERKELEY CA 94710 956005575 18900 0 SUPPORT FOR CALIFORNIA CHILD WELFARE CO-INVESTMENT PARTNERSHIP TO IMPROVE OUTCOMES IN THE CALIFORNIA CHILD WELFARE SYSTEM MOREHEAD STATE UNIVERSITY 207 HOWELL MCDOWELL ADMINISTRATIVE BUILDING MOREHEAD KY 40351 611014029 6000 0 2024 MACARTHUR CIVIC JOURNALISM GRANT NATIONAL CENTER FOR CIVIC INNOVATION 121 6TH AVENUE 6TH FL NEW YORK NY 10013 020590588 501(C)(3) 15000 0 SUCCESS NATIONAL CONVENING NATIONAL PARK SERVICE FORT VANCOUVER NATIONAL HISTORIC SITE 800 HATHEWAY ROAD BLDG 722 VANCOUVER WA 98661 530197094 6305 0 SUPPORT FOR FORT VANCOUVER NATIONAL HISTORIC SITE NORTH DAKOTA STATE UNIVERSITY PO BOX 6050 NDSU DEP 3130 FARGO ND 58108 456002439 6000 0 2024 MACARTHUR CIVIC JOURNALISM GRANT OREGON RURAL ACTION PO BOX 1231 LA GRANDE OR 97850 030383463 501(C)(3) 35000 0 FOR THE PURPOSE OF HOSTING AN ONLINE OR IN-PERSON ENERGY JUSTICE COMMUNITY MEETING. ORGANIZATIONAL MYCOLOGY 6305 SOUTHEAST 91ST AVENUE PORTLAND OR 97266 933170875 61750 0 SUPPORT FOR PROJECT FOCUSED ON SUPPORTING OPEN SOURCE PROJECT TEAM MEMBERS BY DEVELOPING RESOURCES, TRAININGS, AND A COMMUNITY OF PRACTICE OXFAM AMERICA-INC 77 NORTH WASHINGTON STREET SUITE 500 BOSTON MA 02114 237069110 501(C)(3) 10800 0 SUPPORT FOR WORK RELATED TO THE TASKFORCE ON INEQUALITY AND SOCIAL-RELATED FINANCIAL DISCLOSURES PACIFIC HISTORIC PARKS 94-1187 KA UKA BOULEVARD WAIPAHU HI 96797 990194501 501(C)(3) 25000 0 SUPPORT FOR A VIRTUAL EXHIBIT OF THE USS UTAH AT PEARL HARBOR NATIONAL MEMORIAL PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 943136771 501(C)(3) 10000 0 SUPPORT FOR ISIAIN FOUNDATION RESPECT MY MIND EVENTS PLATYPUS ADVISORS LLC 930 FAXON AVENUE SAN FRANCISCO CA 94112 863346611 61750 0 SUPPORT FOR BOARD.DEV FUND TO BUILD TECH CAPACITY IN THE NONPROFIT SECTOR BY LEVERAGING TECH INDUSTRY LEADERS IN TECH GOVERNANCE BOARD ROLES POSSIBILITY LABS 1410 FRANKLIN STREET 135 SAN FRANCISCO CA 94109 833989363 6383 0 EXITED PROJECT GRANT DISBURSEMENT PROJECT ON ORGANIZATION DEVELOPMENT EDUCATION AND RESEARCH PO BOX 2086 NEW YORK NY 10013 131837418 501(C)(3) 10800 0 SUPPORT FOR WORK RELATED TO THE TASKFORCE ON INEQUALITY AND SOCIAL-RELATED FINANCIAL DISCLOSURES RADICAL MONARCHS 248 3RD STREET 455 OAKLAND CA 94607 134148824 501(C)(3) 648713 0 EXITED PROJECT GRANT DISBURSEMENT REDWOOD PARKS CONSERVANCY 1111 2ND STREET CRESCENT CITY CA 95531 680084901 501(C)(3) 29800 0 PROVIDING SUPPORT FOR CANOE AND CONDOR EXHIBITS AT REDWOOD NATIONAL AND STATE PARKS RESOURCES LEGACY FUND 400 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 954703838 501(C)(3) 14350 0 TO SUPPORT THE WILDFIRE RESILIENT LANDSCAPES AND COMMUNITIES PROJECT ROCKPORT PUBLIC SCHOOLS 26 JERDENS LANE ROCKPORT MA 01966 046001282 16000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING SANTA MONICA MOUNTAINS FUND 401 WEST HILLCREST DRIVE THOUSAND OAKS CA 91360 954187832 501(C)(3) 12500 0 SUPPORTING THE PURCHASE OF MATERIALS FOR THE CHEESEBORO TRAIL BRIDGE AT SANTA MONICA MOUNTAINS NATIONAL RECREATION AREA SHREWSBURY PUBLIC SCHOLLS 100 MAPLE AVENUE SHREWSBURY MA 01545 046001300 25600 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING SIERRA BUSINESS COUNCIL PO BOX 2428 TRUCKEE CA 96160 680397204 501(C)(3) 36332 0 TO SUPPORT THE WILDFIRE RESILIENT LANDSCAPES AND COMMUNITIES PROJECT SING FOR CHANGE 9605 NUTHATCH DRIVE FAIRFAX STATION VA 22039 650565248 501(C)(3) 29250 0 SUPPORT FOR THE ANTI-DEATH PENALTY PROJECT SOUTHBRIDGE PUBLIC SCHOOLS 25 COLE AVE SOUTHBRIDGE MA 01550 046001306 10000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING TEWKSBURY PUBLIC SCHOOLS 139 PLEASANT STREET TEWKSBURY MA 01876 046001322 16000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING THE CENTER FOR CULTURAL POWER 2648 INTERNATIONAL BLVD STE 115 1063 OAKLAND CA 94601 453154473 501(C)(3) 15000 0 SUPPORT FOR THE CENTER'S NARRATIVE CHANGE WORK IN OAKLAND, CA THE CHISHOLM LEGACY PROJECT 300 EAST LOMBARD STREET SUITE 840 BALTIMORE MD 21202 134148824 501(C)(3) 54616 0 EXITED PROJECT GRANT DISBURSEMENT THE NATURE CONSERVANCEY 830 S STREET SACRAMENTO CA 95811 530242652 501(C)(3) 49855 0 TO SUPPORT THE WILDFIRE RESILIENT LANDSCAPES AND COMMUNITIES PROJECT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA UC BERKELY 16 SPROUL HALL 1960 BERKELY CA 947201960 946002123 501(C)(3) 11250 0 NEW BUSINESS COMMUNITY LAW CENTER GRANT THE UNIVERSITY OF NORTH CAROLINA PO BOX 402420 ATLANTA GA 303842420 566001393 501(C)(3) 20000 0 POLICY ENGAGEMENT ON RESEARCH RELATED TO PUBLIC HEALTH BENEFITS OF DROP-IN FUELS THE UNIVERSITY OF WITWATERSRAND FUND PO BOX 7101 NEW YORK NY 10150 133902012 501(C)(3) 42750 0 PROVIDE SUPPORT FOR RESEARCH FROM A GLOBAL SOUTH PERSPECTIVE THAT WILL HELP INFORM THE EFFECTIVENESS OF THE PROPOSED TASKFORCE ON INEQUALITY AND SOCIAL-RELATED FINANCIAL DISCLOSURES (TISFD) THE UNIVERSITY OF SOUTHERN MISSISSIPPI 118 COLLEGE DRIVE 5157 HATTIESBURG MS 39406 646000818 501(C)(3) 35000 0 2024 PATHWAY LOCAL DISSEMINATION GRANT TOWN OF FRANKLIN - 355 EAST CENTRAL STREET SUIRE 3 FRANKLIN MA 02038 046001152 20800 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING TOWN OF SANDWICH 270 QUAKER MEETINGHOUSE ROAD SANDWICH MA 02537 046001290 10000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING TOWN OF SCITUATE 600 CHIEF JUSTICE HIGHWAY SCITUATE MA 02066 046001293 16000 0 SUPPORT FOR PROJECT LEAD THE WAY (PLTW) PROGRAMMING UC DAVIS INSTITUTE OF TRANSPORTATION STUDIE ONE CHIELDS AVE DAVIS CA 95616 946036494 20000 0 SUPPORT FOR FEDERAL POLICY AND PUBLIC ENGAGEMENT IN HIGHLIGHTING THE POLICY IMPLICATIONS OF RESEARCH ON ELECTRIC VEHICLES AND GRID READINESS UNIVERSITY OF ARKANSAS 1 UNIVERSITY OF ARKANSAS FAYETTEVILLE AR 72701 716003252 6000 0 2024 MACARTHUR CIVIC JOURNALISM GRANT UNIVERSITY OF THE PACIFIC 3601 PACIFIC AVE STOCKTON CA 95211 941156266 501(C)(3) 44796 0 SUPPORT FOR THE ACTIVITIES OF BREAKING BARRIERS VOICE BUFFALO 2495 MAIN STREET SUITE 547 BUFFALO NY 14214 134148824 501(C)(3) 54500 0 GENERAL OPERATING SUPPORT WESTFIELDS STATE UNIVERSITY 577 WESTERN AVENUE WESTFIELD MA 01086 043062617 6000 0 2024 MACARTHUR CIVIC JOURNALISM GRANT 51 33 SEED ENTREPRENEURSHIP GRANTS 259 1500000 FELLOWSHIPS 10 78819 MENTAL HEALTH CAREER PROGRAM GRANTS 24 44400 PRE-LAW FUND SCHOLARSHIPS 10 25000 TRANS EMERGENCY RELIEF GRANTS 45 21905 PRW LEGACY SCHOLARSHIP 2 10000 SUSTAINABLE AGRICULTURE PROJECT GRANTS 2 8324 PART I, LINE 2: GRANTS TO GOVERNMENTS AND ORGANIZATIONS IN THE UNITED STATES: A HANDFUL OF COMMUNITY INITIATIVES' FISCALLY SPONSORED PROJECTS MAKE GRANTS. EACH PROGRAM DESIGNS REVIEW CRITERIA BEFORE ANNOUNCING ITS PROGRAM. IT THEN REVIEWS APPLICATIONS FOR FUNDING. THESE APPLICATIONS ARE REVIEWED BY IMPARTIAL, QUALIFIED DECISIONMAKERS. GRANTS ARE AWARDED THROUGH A WRITTEN GRANT AGREEMENT WHICH DETAILS THE TERMS AND REPORTING REQUIREMENTS. EACH PROJECT MONITORS ITS GRANT AWARDS THROUGH PERIODIC REPORTS AND FOLLOW-UP WITH AWARDEES. COMMUNITY INITIATIVES' ACCOUNTING TEAM TRACKS AND REPORTS ON MATCHING REQUIREMENTS, WHERE APPLICABLE. GRANTS TO DOMESTIC INDIVIDUALS: THOROUGH DUE DILIGENCE IS CONDUCTED IN ADVANCE OF FUNDING TO DETERMINE WHETHER A RECIPIENT WILL BE AN APPROPRIATE GRANTEE. ALL GRANTEES ARE NOTIFIED OF THE TERMS AND CONDITIONS OF EACH GRANT SHOULD IT BE AWARDED AND GRANTEES INDICATE ACCEPTANCE BY SIGNATURE. X X 0 0 0 0 0 0 0 0 0 RUTH WILLIAMS CEO 377723 0 0 0 0 0 42288 0 7708 0 427719 0 0 0 CARL TAIBL CFO 234660 0 4000 0 0 0 61714 0 19450 0 319824 0 0 0 MAMIE FUNAHASHI VP STRATEGIC PARTNERSHIPS 262308 0 8000 0 0 0 28259 0 10638 0 309205 0 0 0 SAMANTHA TRAN EXECUTIVE DIR., CAL POLICY COLLAB. 265582 0 0 0 0 0 31536 0 4709 0 301827 0 0 0 DAVID MCGEE VP HR & OPERATIONS 230038 0 8000 0 0 0 39100 0 8334 0 285472 0 0 0 LUCY BLAKE PRESIDENT, NPS 199136 0 0 0 0 0 38222 0 6402 0 243760 0 0 0 KATHLEEN BOLTS VP OF CLIENT SERVICES 190550 0 8000 0 0 0 30119 0 7012 0 235681 0 0 0 HEDY CHANG EXECUTIVE DIR., ATTENDANCE WORKS 170976 0 4300 0 0 0 38055 0 14744 0 228075 0 0 0 MARK BROMLEY COUNCIL CHAIR, COUNCIL FOR GLOBAL EQ 167035 0 10000 0 0 0 20753 0 17134 0 214922 0 0 0 MICHAEL MCBRIDE EXECUTIVE DIR., LIVE FREE 193250 0 0 0 0 0 12000 0 750 0 206000 0 0 0 X 7 9150 FMV X 69999 FMV X 7 152862 FMV X 12 9600 FMV X EMERGENCY PREP SUPPLIES 4 13464 FMV X VACCINATIONS 1 5450 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE DRAFT FORM 990 WAS PREPARED, IT WAS DISTRIBUTED TO THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT FOR THEIR REVIEW AND COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BOARD MEETING DURING WHICH A NEW DIRECTOR IS ELECTED, HE/SHE IS ASKED TO SIGN THE CONFLICT OF INTEREST POLICY FORMS PREPARED BY OUR ATTORNEY. AT THE ANNUAL MEETING IN JANUARY, ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES UPDATE THEIR FORMS FOR THE FOLLOWING YEAR. POTENTIAL CONFLICTS ARE REVIEWED AND DETERMINED BY THE BOARD OR A COMMITTEE IN A MEETING THAT DOES NOT INCLUDE THE PERSON UNDER REVIEW. IF A CONFLICT EXISTS, THE BOARD OR COMMITTEE SHALL DECIDE WHETHER TO ENTER ANY PROPOSED TRANSACTION AND, IF SO, TO ENSURE THAT THE TERMS OF THE TRANSACTION ARE REASONABLE. IF A DIRECTOR IS INVOLVED, THE DIRECTOR SHALL NOT VOTE ON ANY TRANSACTION IN WHICH THE DIRECTOR HAS AN INTEREST, AND THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT BOARD OF DIRECTORS, IN EXECUTIVE SESSION, ANNUALLY REVIEWS THE PERFORMANCE OF BOTH CEO AND CFO AND APPROVES CHANGES IN COMPENSATION WHICH ARE COMPARED AGAINST DATA FOR SIMILAR POSITION IN THE NONPROFIT SECTOR. THEY THEN INSTRUCT THE DIRECTOR OF HUMAN RESOURCES TO IMPLEMENT CHANGES. THIS DELIBERATION IS RECORDED IN THE MINUTES OF THE MEETING AND FILED WITH ITS CORPORATE DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS AND WHEN APPROPRIATE STAFF IS AVAILABLE. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). AN ANNUAL REPORT IS PUBLISHED WHICH INCLUDES A SUMMARY OF THE INDEPENDENT AUDIT. THIS REPORT IS WIDELY DISTRIBUTED AND IS AVAILABLE ON OUR WEBSITE AND UPON REQUEST TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: NET ASSETS FROM 22 NEWLY INCORPORATED FISCAL SPONSORSHIP PROJECTS 6,108,294. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.