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 | $207,850 | $1,376,681 | $1,050,000 | $3,349,201 | $3,299,201 |
| FY2024 | 990 | $248,043 | $677,415 | $0 | $4,468,032 | $4,468,032 |
| FY2023 | 990 | $196,124 | $1,981,576 | $644,000 | $5,704,404 | $4,897,404 |
| FY2022 | 990 | $4,910,082 | $4,691,949 | $1,940,967 | $7,253,387 | $6,182,856 |
| FY2021 | 990 | $6,244,507 | $3,828,061 | $1,205,000 | $6,172,057 | $5,964,723 |
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 100% 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 |
|---|---|---|---|---|
| ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENTSAN JOSE, CA | PROGRAM SUPPORT | $1,000,000 | 2025 | |
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 |
|---|---|---|---|
| Luz De Lourdes Lopez Urrutia | CHIEF EXECUTIVE OFFICER | 2.00 | $0 |
| Greg Avis | BOARD CHAIR | 1.50 | $0 |
| Caretha Coleman | VICE CHAIR | 1.50 | $0 |
| Swati Bhatia | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| PROGRAM SUPPORT |
| $500,000 |
| 2023 |
| OPPORTUNITY FUND COMMUNITY DEVELOPMENTSAN JOSE, CA | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $348,275 | 2021 |
| ASCENDUSNEW YORK, NY | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $303,425 | 2021 |
| ALLIES FOR COMMUNITY BUSINESS INCCHICAGO, IL | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $257,000 | 2021 |
| ASCENDUSNEW YORK, NY | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $215,000 | 2022 |
| ACCESSITYSAN DIEGO, CA | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $161,300 | 2021 |
| ACCION OPPORTUNITYSAN JOSE, CA | PROGRAM SUPPORT | $150,000 | 2022 |
| ALLIES FOR COMMUNITY BUSINESS INCCHICAGO, IL | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $150,000 | 2022 |
| ACCESSITYSAN DIEGO, CA | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $133,967 | 2022 |
| LEARN WITH AOF FOUNDATIONSAN JOSE, CA | PROGRAM SUPPORT | $50,000 | 2025 |
| HOT BREAD KITCHENBROOKLYN, NY | PROGRAM SUPPORT | $35,000 | 2021 |
| PEOPLEFUNDAUSTIN, TX | MICRO-LENDING ACTIVITES & PROGRAM SUPPORT | $25,000 | 2021 |
| HOT BREAD KITCHENBROOKLYN, NY | PROGRAM SUPPORT | $25,000 | 2022 |
| CENTER FOR WOMEN & ENTERPRISE INCBOSTON, MA | PROGRAM SUPPORT | $25,000 | 2021 |
| CENTER FOR WOMEN & ENTERPRISE INCBOSTON, MA | PROGRAM SUPPORT | $25,000 | 2022 |
| 1.50 |
| $0 |
| Todd Baker | DIRECTOR | 1.50 | $0 |
| Gopi Bila | DIRECTOR | 1.50 | $0 |
| Phil Black | DIRECTOR | 1.50 | $0 |
| Dickson Chu | DIRECTOR | 1.50 | $0 |
| Solana Cozzo | DIRECTOR | 1.50 | $0 |
| Joni Cropper | DIRECTOR | 1.50 | $0 |
| Debra Engel | DIRECTOR | 1.50 | $0 |
| Madeleine Fackler | DIRECTOR | 1.50 | $0 |
| Brian Graham | DIRECTOR | 1.50 | $0 |
| Parker Hudnut | DIRECTOR | 1.50 | $0 |
| Lata Krishnan | DIRECTOR | 1.50 | $0 |
| Juanita Lott | DIRECTOR | 1.50 | $0 |
| Samuel Ramos | DIRECTOR | 1.50 | $0 |
| Michael Schlein | DIRECTOR | 1.50 | $0 |
| Diana Taylor | DIRECTOR | 1.50 | $0 |
| Karthik Venkataraman | DIRECTOR | 1.50 | $0 |
| David Coultas | CHIEF FINANICAL AND OPERATING OFFICER | 2.00 | $0 |
| Anna Schember | CHIEF OF STAFF | 2.00 | $0 |
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202521079349301417
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202421309349305177
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202321319349303092
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202211349349300501
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201941919349301104
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201801779349300740
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201712579349300841
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.