2025-10-10T10:51:08-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-07-25 994151731 CATALYST PHILANTHROPY FUND CATA 3107706861 PO BOX 150114 NASHVILLE TN 37215 BRAD MARGOLIS PRESIDENT 3107706861 2025-10-09 1 1 MICHAEL LUMSDEN P01262236 4159561500 2025-10-09 2024 2025-03-06 01:10:19Z X BRAD MARGOLIS PO BOX 150114 NASHVILLE TN 37215 6584764 0 X WWW.CATALYSTPHILANTHROPYFUND.ORG X 2024 DE CATALYST PHILANTHROPY FUND EMPOWERS INDIVIDUALS AND ORGANIZATIONS TO CREATE A LASTING IMPACT THROUGH STRATEGIC PHILANTHROPY. OPERATING AS A FISCAL SPONSOR AND PHILANTHROPIC ADVISOR, CATALYST HANDLES THE ADMINISTRATIVE COMPLEXITIES OF CHARITABLE PROJECTS, ALLOWING THEM TO FOCUS ON MAKING IMPACT. 3 2 0 3 0 0 6463755 113966 7043 0 6584764 346796 0 0 0 0 5400388 5747184 837580 2333452 1495872 837580 X CATALYST PHILANTHROPY FUND WAS FORMED TO SUPPORT AND EMPOWER PHILANTHROPY BY WORKING WITH EXISTING CHARITABLE INITIATIVES, CREATING NEW PROGRAMS TO ACHIEVE SOCIAL IMPACT, AND DRAWING NEW INDIVIDUALS AND ORGANIZATIONS TO PHILANTHROPY. CATALYST ACHIEVES THESE GOALS BY BEING A FISCAL SPONSOR FOR CHARITABLE PROJECTS, A PHILANTHROPIC ADVISOR TO FUNDERS AND DONORS, AND A CONVENER OF BOTH TO MAKE DOLLARS GO FURTHER AND HAVE GREATER SOCIAL IMPACT IN THE COMMUNITY. 0 0 5615189 346796 113966 CATALYST PHILANTHROPY FUND EMPOWERS INDIVIDUALS AND ORGANIZATIONS TO CREATE A LASTING IMPACT THROUGH STRATEGIC PHILANTHROPY. OPERATING AS A FISCAL SPONSOR AND PHILANTHROPIC ADVISOR, CATALYST HANDLES THE ADMINISTRATIVE COMPLEXITIES OF CHARITABLE PROJECTS, ALLOWING THEM TO FOCUS ON MAKING IMPACT. 5615189 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 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 X 3 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 TN X BRAD MARGOLIS 3107706861 PO BOX 150114 NASHVILLE TN 37215 X BRAD MARGOLIS PRESIDENT/SECRETARY/TREASURER 20.00 X X 0 0 0 CHRISTIAN DAVIES BOARD MEMBER 2.00 X 0 0 0 JOSEPH FISHER BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 6463755 6463755 FISCAL SPONSOR FEES 541900 113966 113966 113966 7043 7043 6584764 113966 0 7043 346796 346796 95000 95000 39918 4490 35428 423890 423890 360079 360012 67 4425 3700 725 101920 101920 48647 48647 634 634 1434 1434 PROGRAM SERVICE EXPENSE 4071330 4071330 EVENTS 230217 230217 DUES & SUBSCRIPTIONS 15640 15640 MEALS 5724 5724 1530 755 775 5747184 5615189 131995 0 0 48652 2284800 0 2333452 0 1462757 0 33115 0 1495872 X 0 -12420 0 850000 0 837580 0 2333452 837580 0 X 0 1 X 0 0 X 6463755 6463755 6463755 6463755 667518 5796237 7043 7043 6470798 113966 X PART II, SHORT YEAR EXPLANATION: CATALYST PHILANTHROPY FUND WAS INCORPORATED ON JULY 25, 2024. THE PUBLIC SUPPORT COMPUTATION FOR 2024 IS BASED ON A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 5747184 5747184 437359 109340 0 0 437359 437359 656039 109340 109340 164010 0 X 6584764 0 6584764 0 6584764 5747184 0 5747184 0 5747184 PART X, LINE 2: THE FUND IS CONSIDERED A PUBLIC CHARITY AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL CODE. THE FUND IS ALSO EXEMPT FROM STATE INCOME TAX. ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. MANAGEMENT BELIEVES THAT ALL OF THE FUND'S INCOME IS RELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FUND HAS NO UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024. 1 EAGLES ALTAR 610 STARTOUCH DRIVE EUGENE OR 97405 991297082 501(C)(3) 90450 0 GENERAL SUPPORT OF THE HASA INITIATIVE NATIONAL DROWNING PREVENTION ALLIANCE 100 W MAIN STREET SUITE 4 TUSTIN CA 92780 201827387 501(C)(3) 53811 0 GENERAL SUPPORT FOR DROWNING PREVENTION INITIATIVE PEOPLE OF REFUGE 2974 STARK STREET EUGENE OR 97404 992303050 501(C)(3) 52110 0 GENERAL SUPPORT OF THE HASA INITIATIVE TEXAS PEDIATRIC SOCIETY 401 W 15TH STREET SUITE 682 AUSTIN TX 78701 751499413 501(C)(3) 32422 0 GENERAL SUPPORT FOR DROWNING PREVENTION INITIATIVE EDWARD CHARLES FOUNDATION 269 S BEVERLY DRIVE SUITE 338 BEVERLY HILLS CA 90212 264245043 501(C)(3) 27000 0 GENERAL SUPPORT FOR THE RX3 TOURNAMENT SKILLS USA 14001 SKILLSUSA WAY LEEBURG VA 20176 520812433 501(C)(3) 18474 0 GENERAL SUPPORT OF SKILLED TRADES INITIATIVE 120 ARMY 7725 N MANSIONETTE DRIVE FRESNO CA 93720 922782794 501(C)(3) 17550 0 GENERAL SUPPORT OF THE HASA INITIATIVE WE ARE MOVING THE NEEDLE INC 5 TOURNAMENT DRIVE WHITE PLAINS NY 10605 921318071 501(C)(3) 13500 0 GENERAL SUPPORT OF EQUALIZEHER INITIATIVE DREAMBUILDERS FOUNDATION 2020 WILLOWMET LANE BRENTWOOD TN 37064 261507549 501(C)(3) 7290 0 IN SUPPORT OF YOUTH CAMPS 9 0 PART I, LINE 2: GRANT FUNDS AWARDED DURING 2024 WERE UNRESTRICTED, AND THUS NO MONITORING WAS REQUIRED. HOWEVER, THE ORGANIZATION DOES COMPLETE A DUE DILIGENCE PROCESS TO VET THE ORGANIZATION AND THE ACTIVITIES FOR WHICH THE GRANT IS FUNDING TO ENSURE ITS MISSION-ALIGNED. GRAYBAR VENTURES INC S-CORPORATION OWNED 100% BY BOARD MEMBER, BRAD MARGOLIS CATALYST PHILANTHROPHY FUND START-UP EXPENSES X 33115 33115 0 1 1 33115 GRAYBAR VENTURES INC S-CORPORATION OWNED 100% BY BOARD MEMBER, BRAD MARGOLIS 95000 COMPENSATION FOR MANAGEMENT SERVICES 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE SEPARATE COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT, IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT; A DRAFT IS REVIEWED, AND ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES. UNDER THE CONFLICT OF INTEREST POLICY, EACH BOARD MEMBER, OFFICER, AND KEY EMPLOYEE HAS AN ONGOING DUTY TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST WHICH MAY GIVE RISE TO A CONFLICT, AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO MEMBERS OF THE BOARD OF DIRECTORS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE: (I) IF CONFLICT OF INTEREST EXISTS, (II) INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND (II) AFTER EXERCISING DUE DILIGENCE (PRESUMING A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE), WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THE PUBLIC UPON REQUEST.