2023-11-14T23:53:45-06:00 2022-12-31 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2022-01-01 134144494 FUNDERS FOR LESBIAN AND GAY ISSUES INC DBA FUNDERS FOR LGBTQ ISSUES FUND 2124752930 45 WEST 36TH ST 8TH FLOOR NEW YORK NY 10018 SAIDA AGOSTINI-BOSTIC PRESIDENT 2124752930 2023-11-13 1 SAIDA AGOSTINI-BOSTIC 999009999 1 LAURA KIELCZEWSKI P00740769 9164429100 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SAIDA AGOSTINI-BOSTIC 45 WEST 36TH ST 8TH FLOOR NEW YORK NY 10018 3804298 0 X WWW.LGBTFUNDERS.ORG X 2000 NY FUNDERS FOR LGBTQ ISSUES WORK TO INCREASE THE SCALE AND IMPACT OF PHILANTHROPIC RESOURCES AIMED AT ENHANCING THE WELL-BEING OF LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER COMMUNITIES, PROMOTING EQUITY, AND ADVANCING RACIAL, ECONOMIC AND GENDER JUSTICE. 15 15 13 15 0 0 6468452 3617739 94802 41882 151470 88678 0 1955 6714724 3750254 766500 460000 0 0 1678759 1538585 0 0 266204 656891 1269382 3102150 3267967 3612574 482287 6232846 5691497 569377 270110 5663469 5421387 FUNDERS FOR LGBTQ ISSUES WORK TO INCREASE THE SCALE AND IMPACT OF PHILANTHROPIC RESOURCES AIMED AT ENHANCING THE WELL-BEING OF LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER COMMUNITIES, PROMOTING EQUITY, AND ADVANCING RACIAL, ECONOMIC AND GENDER JUSTICE. 0 0 1765719 43837 CONVENING, TRAINING, & RESEARCH: FUNDERS FOR LGBTQ ISSUES PROVIDES CONVENINGS, TRAININGS, AND RESEARCH TO EDUCATE FUNDERS ABOUT THE NEEDS OF LESBIAN, GAY, BISEXUAL, AND TRANSGENDER COMMUNITIES. CONVENINGS INCLUDE THE ANNUAL FUNDING FORWARD CONFERENCE TO HELP FUNDERS MAXIMIZE THE IMPACT OF THEIR GRANTMAKING IN LGBT COMMUNITIES, WHICH WAS ATTENDED BY MORE THAN 200 PEOPLE IN 2022. FUNDERS FOR LGBTQ ISSUES ALSO PROVIDED CONVENINGS AND TRAININGS ON LGBTQ ISSUES FOR MORE THAN 100 FOUNDATION STAFF AND TRUSTEES. 791889 460000 OUT IN THE SOUTH: THE OUT IN THE SOUTH INITIATIVE SEEKS TO INCREASE THE SCALE AND IMPACT OF FOUNDATION FUNDING FOR LGBTQ COMMUNITIES IN THE U.S. SOUTH. THE INITIATIVE RAISES AWARENESS ABOUT THE UNIQUE NEEDS AND ASSETS OF SOUTHERN LGBTQ COMMUNITIES AND PROVIDES SUPPORT FOR LGBTQ PHILANTHROPIC FUNDS BASED IN THE SOUTH. IN 2022, THE INITIATIVE AWARDED $460,000 IN PLANNING GRANTS AND MATCHING GRANTS TO HELP STRENGTHEN 12 LGBTQ FUNDS ACROSS THE REGION. 221255 GRANTMAKERS UNITED FOR TRANS COMMUNITIES (GUTC): THE GUTC INITIATIVE AIMS TO INSPIRE A PHILANTHROPIC CULTURE THAT IS INCLUSIVE AND SUPPORTIVE OF TRANSGENDER PEOPLE IN BOTH GRANTMAKING AND DECISION-MAKING. IN 2022, THE INITIATIVE OFFERED THE GUTC LEADERSHIP FELLOWSHIP, PROVIDING SIX TRANSGENDER AND NON-BINARY PROFESSIONALS IN PHILANTHROPY WITH SUPPORT, PEER NETWORKING, AND PROFESSIONAL DEVELOPMENT ACTIVITIES. WE CURRENTLY HAVE 19 GRADUATES OF THE PROGRAM. 2778863 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X STEPHEN SWITZER 2124752930 45 WEST 36TH ST 8TH FLOOR NEW YORK NY 10018 RICKKE MANANZALA BOARD CHAIR 1.00 X X 0 0 0 CYNTHIA RENFRO VICE CHAIR 1.00 X X 0 0 0 JASON MCGILL TREASURER 1.00 X X 0 0 0 RYE YOUNG SECRETARY 1.00 X X 0 0 0 KAREN APPELBAUM BOARD MEMBER 1.00 X 0 0 0 NAMITA CHAD BOARD MEMBER 1.00 X 0 0 0 ANA CONNER BOARD MEMBER 1.00 X 0 0 0 ALDITO GALLARDO BOARD MEMBER 1.00 X 0 0 0 PAULINA HELM-HERNNDEZ BOARD MEMBER 1.00 X 0 0 0 JONATHAN JAYES-GREEN BOARD MEMBER 1.00 X 0 0 0 CATHY KAPUA BOARD MEMBER 1.00 X 0 0 0 KELLI KING-JACKSON BOARD MEMBER 1.00 X 0 0 0 BRE RIVERA BOARD MEMBER 1.00 X 0 0 0 WILLIAM BILL SMITH BOARD MEMBER 1.00 X 0 0 0 JUDY YU BOARD MEMBER 1.00 X 0 0 0 KRISTINA WERTZ INTERIM PRESIDENT 40.00 X 75225 0 14282 SAIDA AGOSTINI-BOSTIC PRESIDENT 40.00 X 208610 0 17736 MARVIN WEBB CHIEF FINANCIAL OFFICER 40.00 X 165908 0 9836 CHANTELLE FISHER-BORNE DIRECTOR OF SOUTH PROJECT 40.00 X 117474 0 21819 ALEX LEE DEPUTY DIRECTOR 40.00 X 138400 0 21643 705617 0 85316 4 0 1 0 0 506759 196400 2914580 3617739 PROGRAM FEES 713990 41882 41882 41882 113720 113720 29002 54044 -25042 -25042 -25042 1955 1955 1955 3750254 43837 0 88678 460000 460000 315852 251805 29373 34674 905244 723440 84490 97314 41273 32193 3715 5365 234623 183006 21116 30501 41593 32443 3743 5407 646439 565912 35174 45353 33110 28985 1802 2323 29177 29177 52623 38415 7893 6315 25889 18900 3883 3106 36453 26611 5468 4374 189130 172618 6757 9755 124508 102800 8880 12828 BAD DEBT EXPENSES 57500 57500 PRINTING AND DESIGN 12369 9956 987 1426 POSTAGE AND MAILING 7792 5687 1169 936 54392 39415 8450 6527 3267967 2778863 222900 266204 811832 963924 924750 198500 56180 803500 46086 0 67751 67751 0 0 4389799 3723837 4199 1736 6232846 5691497 372977 270110 196400 569377 270110 X 4843493 3447974 819976 1973413 5663469 5421387 6232846 5691497 482287 -724369 0 X 0 1 X 1 0 X 2871112 1903437 2817684 6707894 3617739 17917866 2871112 1903437 2817684 6707894 3617739 17917866 4954395 12963471 15592 14529 24008 133198 113720 301047 1955 1955 18220868 420547 0.71150 0.70880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67751 67751 0 0 X 2996708 -724369 -724369 3721077 29177 29177 3750254 3238790 0 3238790 29177 29177 3267967 PART X, LINE 2: FUNDERS FOR LGBTQ ISSUES IS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) AND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE INTERNAL REVENUE CODE TO MAINTAIN THIS QUALIFICATION. FUNDERS FOR LGBTQ ISSUES HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAXEXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY FUNDERS FOR LGBTQ ISSUES AND HAS DETERMINED THAT AS OF DECEMBER 31, 2022, THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, TAX YEARS FROM DECEMBER 31, 2019 THROUGH THE CURRENT YEAR REMAIN OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. FUNDERS FOR LGBTQ ISSUES DOES NOT BELIEVE THAT THE RESULTS FROM ANY EXAMINATION OF THESE OPEN YEARS WOULD HAVE A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION. 0 ALTERNATE ROOTS 1270 CAROLINE ST ATLANTA GA 30307 581318198 501(C)(3) 50000 0 SOUTHERN RE-GRANTING PROJECT ARKANSAS COMMUNITY FOUNDATION 5 ALLIED DRIVE LITTLE ROCK AR 72202 521005574 501(C)(3) 50000 0 SOUTHERN RE-GRANTING PROJECT BLACK BELT COMMUNITY FOUNDATION PO BOX 2020 SELMA AL 36702 631270745 501(C)(3) 17500 0 SOUTHERN RE-GRANTING PROJECT CAMPAIGN FOR SOUTHERN EQUALITY PO BOX 364 ASHEVILLE NC 28802 274064401 501(C)(3) 80000 0 SOUTHERN RE-GRANTING PROJECT COMMUNITY FOUNDATION FOR GREATER BIRMINGHAM 2100 FIRST AVE N STE 700 BIRMINGHAM AL 35203 631209631 501(C)(3) 60000 0 SOUTHERN RE-GRANTING PROJECT COMMUNITY FOUNDATION FOR MISSISSIPPI 525 E CAPITOL ST STE 5B JACKSON MS 39201 640845750 501(C)(3) 35000 0 SOUTHERN RE-GRANTING PROJECT EAGLE MARKET DEVELOPMENT CORP 70 S MARKET STREET ASHEVILLE NC 28801 582140995 501(C)(3) 17500 0 SOUTHERN RE-GRANTING PROJECT PROTEUS FUND 15 RESEARCH DRIVE SUITE B AMHERST MA 01002 043243004 501(C)(3) 37500 0 SOUTHERN RE-GRANTING PROJECT SOUTHERN VISION ALLIANCE PO BOX 51698 DURHAM NC 27717 611639641 501(C)(3) 30000 0 SOUTHERN RE-GRANTING PROJECT SPARTANBURG COUNTY FOUNDATION 424 E KENNEDY STREET SPARTANBURG SC 29302 570351398 501(C)(3) 32500 0 SOUTHERN RE-GRANTING PROJECT THE DALLAS FOUNDATION 3963 MAPLE AVENUE SUITE 390 DALLAS TX 75219 752890371 501(C)(3) 50000 0 SOUTHERN RE-GRANTING PROJECT 11 0 1 X X X 0 0 0 0 0 0 0 0 0 SAIDA AGOSTINI-BOSTIC PRESIDENT 208610 0 0 0 0 0 2766 0 14970 0 226346 0 0 0 MARVIN WEBB CHIEF FINANCIAL OFFICER 165908 0 0 0 0 0 9836 0 0 0 175744 0 0 0 ALEX LEE DEPUTY DIRECTOR 138400 0 0 0 0 0 6672 0 14971 0 160043 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE AND AUDIT COMMITTEE AND THE FULL BOARD REVIEWS THE 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH CONFLICT OF INTEREST POLICY AS DESCRIBED IN ORGANIZATION'S EXISTING POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE UNITED PHILANTHROPY FORUM PRODUCES ANNUALLY A MANAGEMENT REPORT THAT LISTS THE SALARIES OF ALL THE EXEMPT STAFF OF AFFINITY GROUPS, INCLUDING EXECUTIVE DIRECTOR, PROGRAM DIRECTORS, DIRECTOR OF RESEARCH, ETC. THESE NUMBERS ARE REVIEWED BY PRESIDENT, SENIOR STAFF, AND EXECUTIVE COMMITTEE AS APPROPRIATE FOR VARIOUS POSITIONS TO ENSURE THAT THE ORGANIZATION'S SALARIES REMAIN CONSISTENT WITH THE FILED. FORM 990, PART VI, SECTION C, LINE 19 BOARD MEMBERS AND STAFF ARE ASKED ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST THAT THEY MAY HAVE BASED ON THE ORGANIZATION'S EXISTING POLICY FORM 990, PART VI, LINE 11B - FORM 990 REVIEW PROCESS FINANCE AND AUDIT COMMITTEE AND THE FULL BOARD REVIEWS THE 990 PRIOR TO ITS FILING WITH THE IRS.