2022-05-12T16:37:47-05:00 2021-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2021-01-01 822596941 HARBOR FUND INC HARB 3017614433 4801 HAMPDEN LANE 106 BETHESDA MD 208142948 HOLLI RIVERA PRESIDENT 3017614433 2022-05-11 1 HOLLI RIVERA 999009999 THOMAS F BLANEY CPA P00234022 9143818900 2022-05-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z HOLLI RIVERA 4801 HAMPDEN LANE 106 BETHESDA MD 208142948 3113316 0 X N/A X 2017 MD HARBOR FUND, INC. MAXIMIZES DONOR EFFECTIVENESS IN CREATING A HEALTHY AND JUST SOCIETY FULL OF OPPORTUNITY FOR YOUTH TO LEARN, GROW AND SUCCEED IN SUSTAINABLE CAREERS. 3 3 0 0 0 0 3065615 0 0 0 15552 146912 0 0 3081167 146912 738000 677700 0 0 0 0 0 0 0 27452 40089 765452 717789 2315715 -570877 3107178 2653793 0 0 3107178 2653793 HARBOR FUND, INC. MAXIMIZES DONOR EFFECTIVENESS IN CREATING A HEALTHY AND JUST SOCIETY FULL OF OPPORTUNITY FOR YOUTH TO LEARN, GROW AND SUCCEED IN SUSTAINABLE CAREERS. 0 0 677700 677700 HARBOR FUND, INC. SEEKS TO FACILITATE, SUPPORT AND INCREASE CHARITABLE ACTIVITIES IN THE AREAS INCLUDING, BUT NOT LIMITED TO, YOUTH EDUCATION AND DEVELOPMENT, SCIENCE TECHNOLOGY, ENGINEERING, AND MATHEMATICS ("STEM") EDUCATION, NUTRITION AND FOOD RESCUE/RECOVERY, INTEGRATIVE MEDICINE, CONSERVATION AND THE ARTS. DURING THE YEAR ENDED DECEMBER 31, 2021, HARBOR FUND, INC. FACILITATED AND PAID 33 GRANTS TO VARIOUS ORGANIZATIONS FOR PROJECTS OR PURPOSES MEETING THE AREAS OF CHARITABLE ACTIVITIES OUTLINED ABOVE TOTALING $677,700. 677700 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MD X INTENTIONAL PHILANTHROPY 3017614433 4801 HAMPDEN LANE 106 BETHESDA MD 208142948 X HOLLI RIVERA PRESIDENT AND EXECUTIVE DI 1.00 X X 0 0 0 ESSI EGBETO TREASURER 1.00 X X 0 0 0 RUSS HARGROVE SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 58264 58264 3055052 2966404 88648 88648 88648 146912 0 0 146912 677700 677700 23121 23121 15022 15022 41 41 1823 1823 BANK CHARGES AND FEES 82 82 717789 677700 40089 0 4131 3743 852958 16648 100529 567576 2149560 2065826 3107178 2653793 0 0 X 3106589 2653204 589 589 3107178 2653793 3107178 2653793 -570877 117492 0 X X 0 0 0 X 514648 522185 3065615 0 4102448 514648 522185 3065615 4102448 3834676 267772 71 10400 37482 58264 106217 4208665 X 2 0 677700 2650050 1 1 0 CALVERT U.S. MID CAP CORE INDEX FUND CLASS I (CMJIX) 3,340.629 SHARES 136598 F HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO CL I (HLMIX) 18,846.488 SHARE 566714 F ISHARES TR MSCI KLD 400 SOCIAL ETF (DSI) 7,425.000 SHARES 689931 F PARNASSUS CORE EQUITY FUND CLASS I (PRILX) 3,572.699 SHARES 227045 F TIAA-CREF SOCIAL CHOICE BOND FUND CLASS I (TSBIX) 27,004.001 SHARES 284892 F VANGUARD SHORT-TERM TREASURY INDEX FUND ADMIRAL (VSBXS) 7,921.380 SHARES 160646 F 2065826 1 AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK NY 10024 136162659 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT ARBOR BROTHERS 135 MADISON AVE 5TH FLOOR NEW YORK NY 10016 274205023 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT BOTTOM LINE 44 COURT STREET SUITE 300 BROOKLYN NY 11201 043351427 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT COALITION FOR THE HOMELESS 129 FULTON ST NEW YORK NY 10038 133072967 501(C)(3) 10000 0 PROGRAM SUPPORT - CAMP HOMEWARD BOUND COMMUNITY FUNDS INC 909 THIRD AVE 22ND FLOOR NEW YORK NY 10022 136089923 501(C)(3) 100000 0 PROGRAM SUPPORT - NYC WORKFORCE DEVELOPMENT FUND FJC A FOUNDATION OF PHILANTHROPIC FUNDS 31 WEST 34TH STREET SUITE 8026 NEW YORK NY 10001 133848582 501(C)(3) 15000 0 PROGRAM SUPPORT - THE BELL GODDARD RIVERSIDE COMMUNITY CENTER 593 COLUMBUS AVENUE NEW YORK NY 10024 131893908 501(C)(3) 40000 0 PROGRAM SUPPORT - OPTIONS CENTER HENRY STREET SETTLEMENT 265 HENRY STREET NEW YORK NY 10002 131562242 501(C)(3) 15000 0 PROGRAM SUPPORT - DEI TRAINING INITIATIVE IMENTOR 199 WATER STREET NEW YORK NY 10038 300105507 501(C)(3) 17500 0 GENERAL OPERATING SUPPORT LEGAL OUTREACH 36-14 35TH STREET QUEENS NY 11106 133214627 501(C)(3) 12500 0 GENERAL OPERATING SUPPORT MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION INC 250 BRADHURST AVE NEW YORK NY 10039 854129850 501(C)(3) 15000 0 PROGRAM SUPPORT - COLLEGE SUCCESS INITIATIVE ONEGOAL 55 EXCHANGE PLACE SUITE 503 NEW YORK NY 10005 562369898 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT PARTNERSHIP FOR AFTER SCHOOL EDUCATION 120 BROADWAY SUITE 230 NEW YORK NY 10271 133976066 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT REEL WORKS 540 PRESIDENT STREET SUITE 2F BROOKLYN NY 11215 200936377 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT REEL WORKS 540 PRESIDENT STREET SUITE 2F BROOKLYN NY 11215 200936377 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 WEST 41ST STREET NEW YORK NY 10036 133893536 501(C)(3) 15000 0 PROGRAM SUPPORT - COLLEGE ACCESS: RESEARCH & ACTION ROUNDABOUT THEATRE COMPANY 231 WEST 39TH ST NEW YORK NY 10018 136192346 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT STREETSQUASH 40 W 116TH ST NEW YORK NY 10026 134061809 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT SUMMER SEARCH 1412 BROADWAY SUITE 700 NEW YORK NY 10018 680200138 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT SUMMER SEARCH 1412 BROADWAY SUITE 700 NEW YORK NY 10018 680200138 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT THE BROTHERHOODSISTER SOL 140 HAMILTON PLACE NEW YORK NY 10031 133857387 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT THE DOOR - A CENTER OF ALTERNATIVES INC 121 AVENUE OF THE AMERICAS NEW YORK NY 10013 136127348 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE DOOR - A CENTER OF ALTERNATIVES INC 121 AVENUE OF THE AMERICAS NEW YORK NY 10013 136127348 501(C)(3) 17500 0 PROGRAM SUPPORT - BACK ON TRACK MODEL THE DREAMYARD PROJECT INC 1085 WASHINGTON AVENUE NEW YORK NY 10456 133759661 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT THE KNOWLEDGE HOUSE 363 RIDER AVENUE 3RD FLOOR BRONX NY 10451 472747713 501(C)(3) 27500 0 GENERAL OPERATING SUPPORT THE KNOWLEDGE HOUSE 363 RIDER AVENUE 3RD FLOOR BRONX NY 10451 472747713 501(C)(3) 17500 0 GENERAL OPERATING SUPPORT THE MARCY LAB SCHOOL 7 MARCUS GARVEY BLVD NEW YORK NY 11206 833754699 501(C)(3) 17500 0 GENERAL OPERATING SUPPORT THE NEW YORK FOUNDLING 590 AVENUE OF THE AMERICAS NEW YORK NY 10011 131624123 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT THE OPPORTUNITY NETWORK 85 BROAD STREET 6TH FLOOR NEW YORK NY 10004 431984494 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT WORKFORCE PROFESSIONALS TRAINING INSTITUTE 11 PARK PLACE SUITE 701 NEW YORK NY 10007 203891493 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT 33 0 SCHEDULE I, PART I, LINE 2 HARBOR FUND, INC. MAKES GRANTS TO IRS QUALIFIED 501(C)(3) CHARITABLE ORGANIZATIONS WHERE THE FUNDS DISTRIBUTED WILL BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES. GRANT FUNDS DISTRIBUTED ARE NOT MONITORED AS THE RECIPIENTS HAVE MET THE ELIGIBILITY REQUIREMENTS TO RECEIVE THE GRANT AND ACCORDINGLY ALL FUNDS ARE PAID AND RECEIVED BY THEM ARE UNRESTRICTED IN NATURE. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD ACTED AS A WHOLE ON ALL MATTERS DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ENGAGED A PUBLIC ACCOUNTING FIRM TO PREPARE IRS FORM 990. THE DRAFT FORM 990 WAS PRESENTED TO THE PRESIDENT AND THE ORGANIZATION'S INDEPENDENT ACCOUNTANT FOR REVIEW. A REVISED FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES A CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE TO ALL COVERED PERSONS WHICH INCLUDE THE ORGANIZATION'S OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE QUESTIONNAIRE REQUIRES THE COVERED PERSON TO AFFIRM THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND LIST ANY EXISTING OR POTENTIAL CONFLICTS. IF A CONFLICT IS IDENTIFIED, THE COVERED PERSON IS REQUIRED TO DISCLOSE THE MATERIAL FACTS OF HIS OR HER INTEREST TO THE TRANSACTION IN QUESTION, AND THE CONFLICTED COVERED PERSON IS EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS CONCERNING THE MATTER. PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST: IF THE BOARD OF DIRECTORS OR COMMITTEE DETERMINES THAT A COVERED PERSON HAS A FINANCIAL INTEREST, THEN: 1. IF APPROPRIATE TO PROTECT THE INTERESTS OF THE CORPORATION, THE CHAIR OF THE BOARD OF DIRECTORS OR A MAJORITY OF THE DISINTERESTED DIRECTORS SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; 2. AFTER EXERCISING REASONABLE DUE DILIGENCE, THE DISINTERESTED DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; AND 3. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE, THE BOARD OF DIRECTORS OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTERESTS AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND SHALL DECIDE AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IF THE CHAIR OF THE BOARD OR A MAJORITY OF THE DISINTERESTED DIRECTORS DETERMINE THAT IT IS NOT NECESSARY TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT TO PROTECT THE INTERESTS OF THE CORPORATION, THE BOARD OR COMMITTEE SHALL DETERMINE THE EXTENT TO WHICH SUCH COVERED PERSON SHALL RECUSE HIMSELF OR HERSELF FROM FURTHER INVOLVEMENT IN THE PROPOSED TRANSACTION OR ARRANGEMENT. IF A COVERED PERSON IS RECUSED FROM FURTHER INVOLVEMENT IN THE PROPOSED TRANSACTION OR ARRANGEMENT, SUCH COVERED PERSON IS ALSO PROHIBITED FROM ANY ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR AND THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT INTENTIONAL PHILANTHROPY, 4801 HAMPDEN LANE, SUITE 106, BETHESDA, MD 20814-2948 OR BY CALLING THE ORGANIZATION DIRECTLY AT (301) 761-4433. FORM 990, PART XII, LINE 1: THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 IS THE MODIFIED CASH BASIS OF ACCOUNTING. UNDER THE MODIFIED CASH BASIS OF ACCOUNTING, REVENUE IS RECOGNIZED WHEN COLLECTED RATHER THAN WHEN EARNED, AND EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN INCURRED. INVESTMENTS ARE STATED AT FAIR VALUE, WITH UNREALIZED APPRECIATION (DEPRECIATION) REPORTED AS A COMPONENT OF REVENUE, WHICH IS A MODIFICATION OF THIS POLICY. THE MODIFIED CASH BASIS OF ACCOUNTING IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("U.S. GAAP").