This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $46,782,310 | $31,421,112 | $350,000 | $199,070,542 | $93,608,575 |
| FY2024 | 990 | $35,726,052 | $32,849,855 | $316,667 | $189,995,061 | $78,171,646 |
| FY2023 | 990 | $55,474,462 | $45,512,446 | $691,623 | $193,075,984 | $75,311,139 |
| FY2022 | 990 | $38,368,250 | $32,918,771 | $945,865 | $166,360,640 | $65,770,294 |
| FY2021 | 990 | $69,198,385 | $46,700,294 | $3,420,500 | $307,729,256 | $44,936,499 |
| FY2020 | 990 | $53,118,127 | $32,885,047 | $150,000 | $272,393,749 | $22,191,084 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 37% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| TRUFUND FINANCIAL SERVICES INCNEW YORK, NY | GENERAL SUPPORT | $35,000 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew Roth | CEO & PRESIDENT | 40.00 | $532,348 |
| Jennifer Novak | SVP CDFI FUND PROGRAMS | 40.00 | $269,696 |
| Alexis Dishman | SVP CHIEF LENDING OFFICER | 40.00 | $245,584 |
| Patrick Davis | SVP PLATFORM AND TECHNOLOGY SERVICES |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GENERAL SUPPORT |
| $35,000 |
| 2021 |
| SOUTHERN BANCORP CAPITAL PARTNERSARKADELPHIA, AR | GENERAL SUPPORT | $35,000 | 2021 |
| SOUTHEAST COMMUNITY CAPITAL CORPORATIONNASHVILLE, TN | GENERAL SUPPORT | $35,000 | 2021 |
| ASCENDUSNEW YORK, NY | GENERAL SUPPORT | $35,000 | 2021 |
| COMMUNITIES UNLIMITEDFAYETTEVILLE, AR | GENERAL SUPPORT | $35,000 | 2021 |
| LIFTFUNDSAN ANTONIO, TX | GENERAL SUPPORT | $35,000 | 2021 |
| PEOPLE FUNDAUSTIN, TX | GENERAL SUPPORT | $35,000 | 2021 |
| THE NATURAL CAPITAL INVESTMENT FUND INCCHARLES TOWN, WV | GENERAL SUPPORT | $35,000 | 2021 |
| BLACK BUSINESS INVESTMENT FUND INCORLANDO, FL | GENERAL SUPPORT | $35,000 | 2021 |
| NDC COMMUNITY IMPACT LOAN FUNDBROOKLYN, NY | GENERAL SUPPORT | $35,000 | 2021 |
| NYBOC LOCAL DEVELOPMENT CORPORATION DBA PURSUIT COMMUNITY FINANCEALBANY, NY | OPERATING SUPPORT | $18,750 | 2024 |
| RENAISSANCE ECONOMIC DEVELOPMENT CORPORATIONNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2023 |
| BOC CAPITAL CORPBROOKLYN, NY | OPERATING SUPPORT | $18,750 | 2024 |
| HARLEM ENTREPRENEURIAL FUND LLCNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2023 |
| NYBOC LOCAL DEVELOPMENT CORPORATION DBA PURSUIT COMMUNITY FINANCEALBANY, NY | OPERATING SUPPORT | $18,750 | 2023 |
| HARLEM ENTREPRENEURIAL FUND LLCNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2024 |
| BOC CAPITAL CORPBROOKLYN, NY | OPERATING SUPPORT | $18,750 | 2023 |
| ASCENDUS INCNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2023 |
| ACCOMPANY CAPITAL INCNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2024 |
| ACCOMPANY CAPITAL INCNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2023 |
| RENAISSANCE ECONOMIC DEVELOPMENT CORPORATIONNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2024 |
| TRUFUND FINANCIAL SERVICES INCNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2024 |
| ASCENDUS INCNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2024 |
| NDC COMMUNITY IMPACT LOAN FUNDNEW YORK, NY | OPERATING SUPPORT | $18,750 | 2024 |
| 40.00 |
| $252,907 |
| Kinfe Argaw | SVP CHIEF CREDIT OFFICER | 40.00 | $233,087 |
| Charity Vickers | SVP CHIEF PEOPLE OFFICER | 40.00 | $241,201 |
| Paul Tremewan | SVP CHIEF FINANCIAL OFFICER | 40.00 | $250,883 |
| Katelyn Bednarski | SVP CHIEF OF STAFF | 40.00 | $212,047 |
| Anna Burgett | CHIEF LEGAL COUNSEL | 40.00 | $210,789 |
| Sandra Delancy | SENIOR DIRECTOR OF EDMA | 40.00 | $201,019 |
| Erik O'Leary | PRINCIPAL ARCHITECT | 40.00 | $212,759 |
| Peter Bernaciak | VP, STRUCTURED FINANCE | 40.00 | $188,892 |
| Anisha Murphy | VP, PROGRAM DESIGN/EXECUTION | 40.00 | $189,025 |
| Cyrus Kharas | VP, PROGRAM DESIGN/EXECUTION | 40.00 | $198,059 |
| Eric Chapin | GENERAL COUNSEL THRU 8/24 | 40.00 | $160,210 |
| Jennifer Anderson | CHIEF ADMIN OFFICER THRU 3/24 | 40.00 | $90,243 |
| Daniel Spiller | CHAIR | 1.00 | $0 |
| Steve Kent | TREASURER | 1.00 | $0 |
| Jeanine Jacokes | SECRETARY AS OF 1/25 | 1.00 | $0 |
| Laura Trudeau | SECRETARY THRU 1/25 | 1.00 | $0 |
| Reza Aghamirzadeh | TRUSTEE | 1.00 | $0 |
| Ruben Alonso | TRUSTEE | 1.00 | $0 |
| Gavin Borowiak | TRUSTEE | 1.00 | $0 |
| Tony Brown | TRUSTEE | 1.00 | $0 |
| Chrystel Cornelius | TRUSTEE | 1.00 | $0 |
| Ja'Net Defell | TRUSTEE AS OF 1/25 | 1.00 | $0 |
| Renay Dossman | TRUSTEE AS OF 1/25 | 1.00 | $0 |
| Luther Ragin Jr | TRUSTEE | 1.00 | $0 |
| Sara Razavi | TRUSTEE AS OF 3/25 | 1.00 | $0 |
| Kathy Rock | TRUSTEE | 1.00 | $0 |
| George Surgeon | TRUSTEE AS OF 3/25 | 1.00 | $0 |
| Jie Wang | TRUSTEE | 1.00 | $0 |
| Calvin Holmes | TRUSTEE THRU 1/25 | 1.00 | $0 |
| Bill Krugler | TRUSTEE THRU 3/25 | 1.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202500369349301500
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202430369349300688
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202310419349301001
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202210889349300256
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202100819349300815
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202030519349300008
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201940639349301309
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201820319349300507
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201700409349300525
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.