2025-11-11T17:39:50-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 834011547 NORTH FUND NORT 2029711330 1828 L STREET NW 300-F WASHINGTON DC 20036 JIM GERSTEIN PRESIDENT 2029711330 2025-11-06 1 1 MICHAEL LUMSDEN P01262236 4159561500 2025-11-06 2024 2025-03-06 01:10:19Z JIM GERSTEIN 1828 L STREET NW 300-F WASHINGTON DC 20036 45031127 0 X WWW.NORTHFUND.ORG X 2018 DC THE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES. IT FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE. 3 3 0 40 0 0 58328113 43174810 0 0 988693 1522467 374707 333850 59691513 45031127 25279295 33964221 0 0 1528758 1855270 0 7117 7117 12373606 18062252 39181659 53888860 20509854 -8857733 62369243 50510009 6356482 3312166 56012761 47197843 X THE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES.(CONT. ON SCHEDULE O)THE NORTH FUND FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE. 1 0 48510842 30765389 0 CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: NORTH FUND'S CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROGRAM SUPPORTS A RANGE OF INITIATIVES, INCLUDING PROTECTING AND EXPANDING ACCESS TO AFFORDABLE HEALTH CARE, SAFEGUARDING THE ENVIRONMENT FOR FUTURE GENERATIONS, AND ADVOCATING FOR LGBTQIA+ RIGHTS AND HUMAN RIGHTS. 2932098 2657500 0 TECHNOLOGY AND INNOVATION: NORTH FUND'S TECHNOLOGY AND INNOVATION PROGRAM INCLUDES PROTECTING AND INCREASING DATA PRIVACY, ENSURING FAIRNESS AND ACCOUNTABILITY IN CORPORATE TECHNOLOGY PRACTICES, ELEVATING A VARIETY OF VOICES IN THE TECHNOLOGY SPACE, AND PROMOTING CLEAR AND ACCURATE INFORMATION THROUGH ONLINE NETWORKS. 798606 541332 0 HEALTH: NORTH FUND'S HEALTH PROGRAMS FOCUS ON WOMEN'S HEALTH, HEALTHCARE ACCESS, GENDER EQUITY, AND REDUCING HEALTH DISPARITIES. 52241546 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 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 1 X 51 0 1 0 0 0 0 0 1 1 0 0 0 X 3 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MN MS NC ND NH NJ NM NY OR PA RI SC TN UT VA WI WV X X ARABELLA ADVISORS 2025951020 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 JIM GERSTEIN PRESIDENT AND CHAIR 1.00 X X 0 0 0 CRISTINA URIBE TREASURER (THROUGH 10/2024) 1.00 X X 0 0 0 MATTHEW SLUTSKY TREASURER (AS OF 10/2024) 1.00 X X 0 0 0 MELANIE BELLER SECRETARY 1.00 X X 0 0 0 SUSAN HILL GENERAL COUNSEL 1.00 X 9041 0 0 JESSICA FLOYD PROJECT DIRECTOR 12.00 X 102331 0 13116 111372 0 13116 1 0 0 0 ELIAS LAW GROUP LLC 10 G STREET NE SUITE 600 WASHINGTON DC 20002 LEGAL SERVICES 4571046 WEYMOUTH WATSON LLC 1110 6TH STREET NE UNIT 4 WASHINGTON DC 20002 EVENT MANAGEMENT 1240416 ARABELLA ADVISORS 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ADMIN., OPERATIONS & SUPPORT SERVICES 872840 SPECTOR ROH STRATEGIES 316 W WASHINGTON AVENUE UNIT 675 MADISON WI 53703 MEDIA & COMMUNICATION SRVCS 505000 VOCAL MEDIA 223 BEDFORD AVENUE SUITE A PMB 1021 BROOKLYN NY 11211 MEDIA & COMMUNICATION SRVCS 300000 13 43174810 43174810 1522467 1522467 GENERAL ADMIN RETAINER 541900 317673 317673 MISCELLANEOUS REVENUE 900099 16177 16177 333850 45031127 0 0 1856317 33964221 33964221 9041 904 8137 1459530 1452424 7106 71508 71056 452 199541 198281 1260 115650 114920 730 924227 924227 4946182 4865074 81108 38375 38375 7130194 7130194 7117 7117 2912870 2868782 44088 366532 366532 126010 105278 20732 96731 79286 17445 59964 59964 165666 165637 29 505538 505538 2940 2940 59420 59420 TAXES 426991 600 426391 LICENSES AND FEES 271219 260522 10697 DUES AND SUBSCRIPTIONS 29393 29393 53888860 52241546 1640197 7117 42015429 37863752 20222443 12530000 90430 77832 14700 6370 11270 8330 29671 30095 62369243 50510009 2056482 2554166 4300000 758000 6356482 3312166 X 847640 1971812 55165121 45226031 56012761 47197843 62369243 50510009 X -8857733 42815 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18405128 0 237628 18167500 18405128 1 BETTER FUTURE FOR NEW MEXICO PO BOX 20851 ALBUQUERQUE NM 87154 824939302 200000 EMERGE AMERICA 4 EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 900787684 500000 MONTANA VALUES ACTION FUND PO BOX 8512 MISSOULA MT 59807 850933240 500000 YOUR COMMUNITY PAC INC 2810 N CHURCH STREET WILMINGTON DE 19802 934865071 5700000 PART I-A, LINE 1: SUPPORTED POLITICAL ACTIVITY BY ORGANIZATIONS CONSISTENT WITH NORTH FUND'S PROGRAMMATIC PRIORITIES. 14700 6370 8330 8330 X 45073942 42815 42815 45031127 0 45031127 53888860 0 53888860 0 53888860 PART X, LINE 2: THE FUND DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FUND FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. NORTH AMERICA 0 1 PROGRAM SERVICES CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 14154 0 1 0 0 0 1 14154 0 14154 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F, PART I. 1 A BETTER WISCONSIN TOGETHER INC 6516 MONONA DRIVE UNIT 244 MADISON WI 53716 843646174 501(C)(4) 300000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ABORTION FORWARD 12000 SHAKER BOULEVARD CLEVELAND OH 44120 310963461 501(C)(4) 238500 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ACCELERATE ACTION INC 294 WASHINGTON STREET SUITE 500 BOSTON MA 02108 823399959 501(C)(4) 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ADVANCE AMERICAN DEMOCRACY INC 300 DELAWARE AVENUE SUITE 210 WILMINGTON DE 19801 920895896 501(C)(4) 1250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ALL IN ACTION FUND 611 PENNSYLVANIA AVENUE SE 508 WASHINGTON DC 20003 934403347 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AMERICAN CIVIL LIBERTIES UNION OF MICHIGAN 2966 WOODWARD AVENUE DETROIT MI 48201 381643182 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AMERICANS FOR CONTRACEPTION 611 PENNSYLVANIA AVENUE SE 143 WASHINGTON DC 20003 883954283 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ARENA SUMMIT 611 PENNSYLVANIA AVENUE SE 143 WASHINGTON DC 20003 815171259 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY AVOW INC 1101 W 34TH STREET UNIT 679 AUSTIN TX 78705 742007519 501(C)(4) 136000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY BETTER FUTURE FOR NEW MEXICO PO BOX 20851 ALBUQUERQUE NM 87154 824939302 527 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY BUSINESS FOR AMERICAS FUTURE FUND 700 PENNSYLVANIA AVE SE 2ND FLOOR WASHINGTON DC 20003 853508867 501(C)(4) 153000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CENTER FOR CIVIC ACTION PO BOX 27616 SUITE 320 ALBUQUERQUE NM 87125 020779812 501(C)(4) 150000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COLORADANS FOR PROTECTING REPRODUCTIVE FREEDOM 191 UNIVERSITY BOULEVARD SUITE 118 DENVER CO 80206 934120754 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COMMITTEE ON STATES PO BOX 1607 RALEIGH NC 27602 842558945 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY COMMONWEALTH ALLIANCE ACTION FUND 2430 PORTLAND AVENUE LOUISVILLE KY 40212 922248800 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY DEEDS ACTION FUND PO BOX 303064 AUSTIN TX 78703 831985863 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY DIRT ROAD ORGANIZING 76 MORANG COVE ROAD NOBLEBORO ME 04555 874406692 501(C)(4) 530000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EMERGE ACTION FUND 4 EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 831787883 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EMERGE AMERICA 4 EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 900787684 527 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ENGAGE FOR COMMON SENSE SOLUTIONS 1025 CONNECTICUT AVE NW UNIT 1210 WASHINGTON DC 20036 832047441 501(C)(4) 300000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ENGAGE MIAMI 10800 BISCAYNE BOULEVARD SUITE 570 MIAMI FL 33161 474435189 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY EQUALITY NEW MEXICO 815 CLAREMONT AVENUE NW ALBUQUERQUE NM 87107 912197418 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FAITH IN PUBLIC LIFE ACTION FUND 50 F STREET NW SUITE 1250 WASHINGTON DC 20001 263827419 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FORWARD MONTANA PO BOX 2817 MISSOULA MT 59806 134285849 501(C)(4) 300000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FUTURE NOW ACTION 611 PENNSYLVANIA AVE SE SUITE 143 WASHINGTON DC 20003 822390410 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY GENDER JUSTICE ACTION 663 UNIVERSITY AVE WEST SUITE 200 SAINT PAUL MN 55104 873607605 501(C)(4) 40000 0 HEALTH GEORGIA INVESTOR ACTION FUND PO BOX 170515 ATLANTA GA 30317 474777204 501(C)(4) 600000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY GLOBAL IMPACT SOCIAL WELFARE FUND 2300 N STREET NW SUITE 501A WASHINGTON DC 20037 920652730 501(C)(4) 1671484 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY HOPEWELL FUND 1828 L STREET NW SUITE 300-D WASHINGTON DC 20036 473681860 501(C)(3) 150000 0 HEALTH HUMANITY FORWARD 611 PENNSYLVANIA AVE SE SUITE 184 WASHINGTON DC 20003 844888448 501(C)(4) 650000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY INNOVATION OHIO 360 S 3RD STREET 3RD FLOOR COLUMBUS OH 43215 274562062 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY KANSANS FOR CONSTITUTIONAL FREEDOM 4401 W 109TH STREET SUITE 200 OVERLAND PARK KS 66211 871244241 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY KEEP COUNTRY FIRST POLICY ACTION PO BOX 15070 WASHINGTON DC 20003 862932695 501(C)(4) 700000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY LEAGUE OF CONSERVATION VOTERS INC 740 15TH STREET NW SUITE 700 WASHINGTON DC 20005 521733698 501(C)(4) 7500 0 TECHNOLOGY AND INNOVATION MAKE NORTH CAROLINA FIRST PO BOX 648 RALEIGH NC 27602 463981642 501(C)(4) 1245000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MICHIGAN CIVIC ACTION FUND 28342 DARTMOUTH STREET MADISON HEIGHTS MI 48071 823995979 501(C)(4) 1250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MIDDLE FORK STRATEGIES 210 E LYNDALE AVENUE HELENA MT 59601 922040834 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MISSISSIPPI VOTES ACTION FUND 510 GEORGE STREET SUITE 403 JACKSON MS 39202 872312409 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MONTANA VALUES ACTION FUND PO BOX 8512 MISSOULA MT 59807 850933240 527 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY MONTANANS FOR CHOICE TAKE ACTION PO BOX 5267 HELENA MT 59604 363346664 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NAACP MS STATE CONFERENCE 1072 W LYNCH STREET JACKSON MS 39203 646025998 501(C)(4) 300000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NARAL PRO CHOICE NORTH CAROLINA 4711 HOPE VALLEY ROAD SUITE 4F-509 DURHAM NC 27707 800108331 501(C)(4) 36000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NARAL PRO CHOICE WASHINGTON 1916 PIKE PLACE SUITE 12 1449 SEATTLE WA 98101 237440830 501(C)(4) 36000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NARAL PRO-CHOICE MISSOURI 1210 S VANDEVENTER AVENUE ST LOUIS MO 63110 431044264 501(C)(4) 36000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEO PHILANTHROPY ACTION FUND INC 1001 AVENUE OF THE AMERICAS FL 12 NEW YORK NY 10018 800444461 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW LEFT ACCELERATOR 850 LAUREL STREET ALAMEDA CA 94501 822590752 501(C)(4) 700000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NEW PENNSYLVANIA PROJECT PO BOX 443 WEST CHESTER PA 19381 861900180 501(C)(4) 200000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OHIO PROGRESSIVE COLLABORATIVE 341 SOUTH THIRD STREET COLUMBUS OH 43215 822146860 501(C)(4) 750000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY OHIO WOMEN'S ALLIANCE ACTION FUND 620 EAST BROAD STREET SUITE A COLUMBUS OH 43215 843460778 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY ONE COUNTRY INC 918 PENNSYLVANIA AVE SE UNIT 15180 WASHINGTON DC 20003 833768552 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS ACTION FUND 7155 E 38TH AVENUE DENVER CO 80207 841191279 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PLANNED PARENTHOOD SOUTHEAST ADVOCATES INC 241 PEACHTREE STREET NE SUITE 400 ATLANTA GA 30303 581899303 501(C)(4) 300000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PRO-CHOICE MINNESOTA PO BOX 14129 SAINT PAUL MN 55114 411267956 501(C)(4) 36000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PRO-CHOICE VIRGINIA 901 N WASHINGTON STREET SUITE 206 ALEXANDRIA VA 22314 412051991 501(C)(4) 36000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROGRESS ARIZONA 345 E PALM LANE PHOENIX AZ 85004 833393572 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROGRESS NORTH CAROLINA ACTION 2912 HIGHWOODS BOULEVARD RALEIGH NC 27604 452862217 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROGRESSIVE STATE LEADERS COMMITTEE 1350 I STREET NW SUITE 300 WASHINGTON DC 20005 050623909 501(C)(4) 10000 0 HEALTH PROGRESSNOW NEW MEXICO 625 SILVER AVENUE SW SUITE 320 ALBUQUERQUE NM 87102 454130072 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY PROMOTE THE VOTE INC 5859 W SAGINAW HIGHWAY PMB 312 LANSING MI 48917 854226298 501(C)(4) 25000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY RED WINE & BLUE 15830 S PARK BOULEVARD SHAKER HEIGHTS OH 44120 844355156 501(C)(4) 275000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY REPRODUCTIVE EQUITY NOW INC 70 FRANKLIN STREET 5TH FLOOR BOSTON MA 02110 237227508 501(C)(4) 36000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY REWIRING AMERICA INC 6218 GEORGIA AVENUE NW SUITE 1 WASHINGTON DC 20011 932830316 501(C)(3) 2400000 0 TECHNOLOGY AND INNOVATION RUN FOR SOMETHING ACTION FUND 1900 L STREET NW SUITE 800 WASHINGTON DC 20036 814761176 501(C)(4) 1250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SIXTEEN THIRTY FUND 1828 L STREET NW SUITE 300-B WASHINGTON DC 20036 264486735 501(C)(4) 5291332 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY TEXAS FREEDOM NETWORK 608 W 22ND STREET AUSTIN TX 78705 742736849 501(C)(4) 100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY THE OHIO ORGANIZING CAMPAIGN 25 E BOARDMAN SUITE 428 YOUNGSTOWN OH 44503 263064170 501(C)(4) 450000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY THIRD WAY 1025 CONNECTICUT AVE NW SUITE 400 WASHINGTON DC 20036 201734070 501(C)(4) 75405 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WESTERN ORGANIZATION RESOURCE COUNCIL 220 SOUTH 27TH STREET SUITE B BILLINGS MT 59102 450356819 501(C)(4) 995000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WINDWARD FUND 1828 L STREET NW SUITE 300-C WASHINGTON DC 20036 473522162 501(C)(3) 250000 0 TECHNOLOGY AND INNOVATION YOUR COMMUNITY PAC 2810 N CHURCH STREET WILMINGTON DE 19802 934865071 527 5700000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 3 67 PART I, LINE 2: THE NORTH FUND MAKES GRANTS TO MULTIPLE ORGANIZATIONS AND COMMITTED COMMUNITY LEADERS. THE FUND REQUIRES GRANTEES TO SIGN GRANT AGREEMENTS CERTIFYING THAT ALL ACTIVITIES ARE CONSISTENT WITH ALLOWABLE SOCIAL WELFARE WORK CONSISTENT WITH THE NORTH FUND'S MISSION AND PURPOSE. THE NORTH FUND REQUIRES THAT GRANTEES SUBMIT INTERIM AND POST-GRANT REPORTS TO HELP ENSURE THAT ALL FUNDS ARE PROPERLY MANAGED AND EXPENDED, AND THE NORTH FUND REQUIRES THAT FUNDS BE RETURNED IF REPORTS ARE NOT PROPERLY FILED OR IF FUNDS ARE NOT SPENT. FORM 990, PART III, LINE 2 DURING 2024, NORTH FUND COMMENCED THE PROGRAM "TECHNOLOGY AND INNOVATION; PLEASE SEE FORM 990, PART III, LINE 4B FOR FURTHER INFORMATION. FORM 990, PART V, LINE 2A / FORM 990, PART VII, SECTION A: NEW VENTURE FUND (AN UNAFFILIATED ORGANIZATION EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3)) IS A PAYROLL REPORTING AGENT FOR NORTH FUND UNDER THE IRS COMMON PAYMASTER RULES. UNDER THE ARRANGEMENT, NORTH FUND REIMBURSES NEW VENTURE FUND FOR ITS ALLOCATED SHARE OF SALARIES AND BENEFITS OF NEW VENTURE FUND EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 3 THE NORTH FUND CONTRACTS WITH ARABELLA ADVISORS, A COMPANY WITH EXPERTISE IN PHILANTHROPY, TO PROVIDE ADMINISTRATIVE SUPPORT, ACCOUNTING SERVICES, AND COMPLIANCE SUPPORT RELATED TO THE FUND'S GRANTMAKING AND OPERATIONS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE SEPARATE COMMITTEES IN 2024. ACCORDINGLY, FORM 990, PART VI, SECTION A, LINE 8B HAS BEEN ANSWERED "NO". FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT AND REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY, IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: RECOVERIES OF PRIOR YEAR GRANT EXPENSE 42,815.