2024-09-03T13:45:44-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990PF 2023-01-01 521786778 The Butler Family Fund BUTL 2024638288 4200 Wisconsin Ave NW Ste 106-342 Washington DC 200162143 Molly Schultz Executive Director 2024638288 2024-09-03 1 1 Lori A Collingsworth P00639819 7038930300 2024-09-03 2023 2024-08-08 14:25:15Z X 10934945 X 483000 7841 7841 210317 226376 600518 6570036 604685 0 32424 1301676 871326 140450 0 140450 61646 0 61646 46000 0 46000 10759 0 10759 78786 76762 2024 25442 0 0 795 0 4024 0 4024 19158 0 19158 27697 13611 27697 414757 90373 311758 954250 954250 1369007 90373 1266008 -67331 780953 229054 262956 262956 1443097 917088 917088 5585635 5427462 5427462 0 496945 496945 2924246 3829292 3829292 3972 2770 1997 1202 1202 10184029 10934945 10934945 0 0 X 10184029 10934945 10184029 10934945 10184029 10934945 10184029 -67331 818247 10934945 0 10934945 Publicly traded securities P 6551391 5969518 581873 581873 Partnership gains/ losses less amounts reported on 990-T P 4167 4167 Capital Gains Dividends P 18645 18645 18645 604685 10855 0 10855 0 10855 14878 0 0 0 14878 X 29 3994 3994 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DC 1 0 0 0 0 1 https://www.butlerfamilyfund.org/ The Foundation 2024638288 4200 Wisconsin Ave NW Ste 106-342 Washington DC 200162143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Molly Schultz 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 Executive Director 40.00 140450 14045 9000 Eve Wildrick 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 President 5.00 0 0 0 Joanne Snider 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 Treasurer 2.00 0 0 0 Alexandra Hirsch 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 Trustee 2.00 0 0 0 Remy Klein 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 Trustee 2.00 0 0 0 Rebecca Morrison 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 Vice President 2.00 0 0 0 Lucia Horan 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 Trustee 2.00 0 0 0 Lisa Siegel 4200 Wisconsin Ave NW STE 106-342 Washington DC 20016 Secretary 2.00 0 0 0 Anne Morin 4200 Wisconsin Avenue NW Suite 106-342 Washington DC 20016 Associate Director 24.00 61646 6165 0 0 NONE 0 0 10589385 202989 0 10792374 0 0 10792374 161886 10630488 531524 531524 10855 8333 19188 512336 0 512336 0 512336 1266008 0 1266008 512336 0 0 646014 814129 748837 161502 755517 3125999 1266008 0 0 0 512336 753672 0 0 3879671 0 0 0 0 0 0 646014 3233657 814129 748837 161502 755517 753672 X Action Center on Race and the Economy Institute (ACRE Institute) 1901 West Carroll Avenue Chicago IL 60630 None PC for research and support to campaigns at the intersection of Housing Justice and Criminal Legal reform. 30000 Action St Louis 1041 N Vandeventer Avenue St Louis MO 63113 None PC Action St. Louis advocates for policies that expand affordable housing and protect tenants from landlords abuse and neglect. 25000 African American Roundtable 6918 W Brown Deer Road Milwaukee WI 53223 None PC OAK Grant: African American Roundtable organizes to reduce the funds in the Milwaukee city budget for harmful police practices and reallocate the funds towards community-identified priorities. 50000 African Communities Together 127 West 127th Street Suite 221 New York NY 10027 None PC To expand organizing among African immigrant tenants in Northern Virginia against displacement and loss of affordable housing units. 25000 Austin Justice Coalition 1603 E 38th 1/2 Street Austin TX 78722 None PC Oak grant: to Austin Justice Coalition organize for affordable housing and against increased investment in the police and criminal legal system. 50000 Black Lives Matter Oklahoma City 3709 Springlake Drive Oklahoma City OK 73111 None PC BLM OKCs Death Penalty Moratorium Project is working to end the death penalty in Oklahoma. 20000 Campaign for the Fair Sentencing of Youth 1319 F Street NW Suite 303 Washington DC 20004 None PC General operating support to end the extreme sentencing of youth and for re-entry programs for former juvenile lifers. 25000 Community Resource Hub 5048 Cedar Avenue Philadelphia PA 19143 None PC OAK Grant: Community Resource Hub provides resources and tools to increase the capacity of local organizers to win their campaigns 50000 Community Resource Initiative 3030 B 16th Street San Francisco CA 94103 None PC Community Resource Initiative works to support mitigation efforts that challenge the death penalty and its adverse impacts on community and family stability. 25000 Democratizing Justice Innovation Fund 100 Crosby Street Suite 301 New York NY 10012 None PC FS Goodnation Foundation 10000 Detroit Justice Center 1420 Washington Boulevard Suite 301 Detroit MI 48226 None PC Detroit Justice Centers community lawyering program works alongside the community to transform the criminal legal system, create economic opportunities, and promote equitable and just cities. 30000 Faith in Indiana 1100 W 42nd Street Suite 350 Inidianapolis IN 46208 None PC OAK grant: A joint project of Faith in Indiana and the Iman Center to advance housing justice and win a fully funded statewide non-police crisis response system. 50000 Funders for Justice c/o SEE 23564 Calabasas Road Suite 201 Calabasas CA 91302 None PC OAK GRANT: Funders for Justice is updating and launching a toolkit for grantmakers, donors, and funder affinity groups, to divest from the criminal legal system and invest in community-identified priorities. 50000 Inquilinxs Unidxs por Justicia 3715 Chicago Avenue S Minneapolis MN 55407 None PC IX organizes Minneapolis low-income, BIPOC, and immigrant tenants to strategize, advocate and mobilize for a safe and affordable housing. 25000 Justice 4 Housing 41 Riound Hill Street Jamaica Plain MA 02130 None PC for outreach, organizing and advocacy to build community power, advance community goals and increase housing options for justice-involved individuals. 20000 KC Tenants 620 E Armour Boulevard Kansas City MO 64109 None PC KC Tenants organizes to ensure that everyone in Kansas City has a safe, accessible, and genuinely affordable home. 25000 Law for Black Lives 45 W 36th Street 6th Floor New York NY 10018 None PC L4BL organizes, conducts budget analysis, supports capacity development, and creates new narratives with the goal of moving money out of the criminal legal system and into community investments. 25000 Life After Release 4710 Aith Place Camp Springs MD 20744 None PC Life After Release seeks to build a post-conviction movement aimed at getting people out of prison and off parole and probation. 25000 MHAction PO Box 889385 Los Angeles CA 900889385 None PC MHAction works to organize manufactured home communities and protect tenants economic security and health. 25000 Miami Workers Center 745 NW 54th Street Miami FL 33137 None PC Miami Workers Center organizes and mobilizes working-class families, predominately Black and brown immigrant women-headed households in Miami Dade to build the power and capacity of renter communities. 25000 NOAH - Nashville Organized for Action & Hope 531 Fairground Court Nashville TN 37211 None PC OAK grant: to conduct outreach, organizing, and advocacy to build community power and advance community goals. 50000 One DC 1344 T Street NW Washington DC 20001 None PC to advance, develop, and preserve racial justice and economic equity by fighting economic disenfranchisement among Black and working-class communities in the District of Columbia. 25000 People's Action Institute 1130 N Milwaukee Avenue Chicago IL 60642 None PC The Homes Guarantee Campaign works towards safe, accessible, sustainable, and permanently affordable housing for everyone. 15000 People's Advocacy Institute 190 E Capitol Street Suite 460 Jackson MS 39201 None PC to incubate community driven, designed and led criminal legal reform policy, practice and programs in Mississippi. FS Highlander Center 25000 Public Advocates 131 Steuart Street Suite 300 San Francisco CA 941051241 None PC General operating support for Alliance for Housing Justice, a network of grassroots organizing groups centering housing as a human right. 25000 Texas Center for Justice and Equity 1714 Fortview Road Suite 104 Austin TX 78704 None PC TCJE conducts community outreach, organizing, and advocacy to shrink the criminal punishment system and foster safer communities. 15000 Texas Organizing Project PO Box 120296 San antonio TX 78212 None PC Texas Organizing Project organizes community-led campaigns to stabilize housing in low income Black and Latino communities. 25000 VOCAL-NY PO Box 170374 Brooklyn NY 11217 None PC VOCAL-NY is a statewide grassroots membership organization that builds power among low-income people directly impacted by HIV/AIDS, the drug war, mass incarceration, and homelessness. 25000 We are Down Home PO Box 10694 Greensboro NC 27404 None PC OAK Grant: or leadership development, civic engagement, and multiracial movement building across rural and urban areas in North Carolina. 50000 Women on the Rise PO Box 90338 East point GA 30364 None PC Oak Grant: Women on the Rise, through the Communities over Cages campaign, works to close an Atlanta jail and repurpose the building for community-identified programs. 50000 Youth Sentencing and Reentry Project 1528 Walnut Street Suite 515 Philadelphia PA 19102 None PC General support for resentencing and reentry for former youth sentenced to life in prison. 15000 AltaMed 2040 Camfield Avenue Los Angeles CA 90040 None PC For the La Linterna program 1000 Bennington College One College Drive Bennington VT 05201 None PC for the Prison Education Initiative 1000 Big Brothers Big Sisters of Metropolitan Chicago 28 East Jackson Boulevard Suite 1800 Chicago IL 60604 None PC For the John B. Hirsch Legacy Fund 1250 Big Brothers Big Sisters of Metropolitan Chicago 28 East Jackson Boulevard Suite 1800 Chicago IL 60604 None PC For the John B. Hirsch Legacy Fund 500 Black Voters Matter Capacity Building Institute 3390 Stonewall Tell Road Atlanta GA 30349 None PC For general operating support 1500 Facing History and Ourselves National Foundation 16 Hurd Road Brookline MA 02445 None PC For general operating support 2500 Freedom Reads 2666 State Street STE 5A Hamden CT 06517 None PC For general operating support 500 Housing Plus 4 West 43rd Street Suite 316 New York NY 100367408 None PC For general operating support 500 Movement Liberation (FS Commonweal) PO Box 316 Bolinas CA 94924 None PC For general operating support 2500 New Voices for Reproductive Justice 5987 Broad St Pittsburgh PA 15206 None PC For general operating support 1000 Planned Parenthood Federation of America 1780 Massachusetts Avenue NW Washington DC 20036 None PC For general operating support 1000 Summer Camp 8 Church Street Bridgton ME 04009 None PC For general operating support 500 Tacoma-Pierce County Affordable Housing Consortium 621 Tacoma Avenue S 313 Tacoma WA 98402 None PC For general operating support 1250 Texas Freedom Network Education Fund PO Box 1624 Austin TX 78767 None PC For general operating support 2500 Big Sur CA group PO Box 59 Big Sur CA 93920 None PC Charitable Contributions 250 TX Center for Equity and Justice 1714 Fortview Road Suite 104 Austin TX 78704 None PC Charitable Contributions 1500 Texas Organizing Project Education Fund PO Box 120296 San Antonio TX 78212 None PC Charitable Contributions 500 Bonton Farms 6911 Bexar St Dallas TX 75215 None PC Charitable Contributions 1500 Miles for Freedom 2922 Martin Luther King Jr Blvd Dallas TX 75215 None PC Charitable Contributions 1500 Cornerstone Community Development Corporation 1858 S Sycamore St Petersburg VA 23805 None PC Charitable Contributions 1500 954250 0 14 7841 14 210317 18 600518 0 818676 0 818676 0 0 0 0 0 0 0 0 0 0 X X 1 Oak Foundation (UK) Ltd 2nd Floor 43 Place Street London UK 483000 X Accounting fees- financial statements and 990 8790 0 8790 Accounting fees- quarterly outsourced accounting 1969 0 1969 Laptop 2020-09-10 1969 1007 SL 5.000000000000 394 0 Laptop 2020-09-30 2003 968 SL 5.000000000000 401 0 Fixed Income- Corporate Bonds 496945 496945 Corporate Stock Investments 5427462 5427462 917088 917088 0 0 Mutual Fund Investments FMV 1258397 1258397 Exchange Traded Funds FMV 1618237 1618237 Private Equity Funds FMV 952658 952658 Laptop 1969 1401 568 568 Laptop 2003 1369 634 634 Dues and subscriptions 13170 0 13170 File storage 512 0 512 Insurance 2388 0 2388 Miscellaneous expenses 115 0 115 Office expense 1397 0 1397 Postage 505 0 505 Professional development 7859 0 7859 Quickbooks annual fee 1621 0 1621 Licensing Fees 130 0 130 Partnership other deductions related to investment income (non UBI) 0 13611 0 Partnership ordinary business income (loss) less amount reported on 990-T 27311 Partnership other investment income less amount reported on 990-T 5113 Unrealized appreciation (depreciation) in FMV of investments 818247 Consultant fees- financial advisors 750 750 0 Investment management fees 76012 76012 0 Payroll processing fees 1949 0 1949 Professional services- Website design contract 75 0 75 Excise tax based upon investment income 18434 0 0 Federal and state UBI taxes 7008 0 0