2026-05-14T09:55:46-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2025-01-01 237156531 ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC ASSO 6463929877 55 EXCHANGE PLACE 4TH FLOOR NEW YORK NY 10005 SUSAN TAYLOR BATTEN PRESIDENT AND CEO 6463929877 2026-05-14 1 EVA MRUK P00543254 2122862600 2026-05-14 2025 2025-03-06 01:10:19Z SUSAN TAYLOR BATTEN 55 EXCHANGE PLACE 4TH FLOOR NEW YORK NY 10005 13797420 0 X ABFE.ORG X 1971 IN ABFE'S MISSION IS TO PROMOTE EFFECTIVE AND RESPONSIVE PHILANTHROPY IN BLACK COMMUNITIES. 17 17 35 20 0 0 3848103 11379796 1528327 1712501 434650 705123 0 0 5811080 13797420 520000 720000 0 0 4933654 5069066 0 0 745256 2494728 3196047 7948382 8985113 -2137302 4812307 18322943 23578625 1288925 1250761 17034018 22327864 X ABFE'S MISSION IS TO PROMOTE EFFECTIVE AND RESPONSIVE PHILANTHROPY IN BLACK COMMUNITIES. AS AN INSTITUTION, ABFE SEEKS TO IMPACT THE COMMUNITY OF PHILANTHROPIC PRACTICE AND THEREBY THE OVERALL HEALTH AND STRENGTH OF THE BLACK COMMUNITY. 0 0 1373678 0 1029025 ANNUAL CONFERENCE AND JAMES JOSEPH LECTUREABFE'S ANNUAL CONFERENCE IS A GATHERING OF PHILANTHROPIC AND NON-PROFIT PROFESSIONALS FOR NETWORKING AND ENGAGEMENT AROUND SHARED INTEREST IN SUPPORTING BLACK COMMUNITIES THROUGH PHILANTHROPY. THE TARGET AUDIENCE IS ABFE'S MEMBERS AND PARTNERS; FOUNDATION TRUSTEES, EXECUTIVE STAFF AND PROGRAM OFFICERS, GRANT MAKING ENTITIES INCLUDING PRIVATE FOUNDATIONS, CORPORATE GIVING PROGRAMS, DONOR-ADVISED FUNDS AND GIVING CIRCLES. 704812 0 60957 PHILANTHROPIC ADVISING SERVICESPHILANTHROPIC ADVISING SERVICES PROVIDE WORKSHOPS AND TOOLS DESIGNED TO INCREASE GRANTMAKERS' INVESTMENTS, DEVELOP COLLECTIVE GIVING MODELS, AND SUPPORT DONORS IN DOING THEIR WORK MORE EFFECTIVELY. 662520 0 414350 MEMBERSHIP SERVICESABFE MEMBERSHIP IS OPEN TO PHILANTHROPIC PROFESSIONALS, NONPROFIT LEADERS, INDIVIDUAL DONORS, AND SECTOR PARTNERS. ABFE OFFERS A VARIETY OF OPPORTUNITIES FOR MEMBERS AND OTHER PROFESSIONALS IN THE FIELD TO EXCHANGE INFORMATION AND IDEAS, AND TO CULTIVATE PRODUCTIVE RELATIONSHIPS THAT OFTEN RESULT IN LEARNING, CO-INVESTMENT, AND EXPANDED SOCIAL AND PROFESSIONAL OPPORTUNITIES AND COMMUNITIES. 3963006 720000 208169 BLACK COMMUNITY FUNDERS NETWORKTHE BLACK COMMUNITIES FUNDERS NETWORK IS A NATIONAL NETWORK OF LEADERS MANAGING FUNDS AT COMMUNITY FOUNDATIONS, INTERMEDIARY ORGANIZATIONS, AND COLLABORATIVE FUNDS DESIGNED TO SUPPORT BLACK COMMUNITIES AND BLACK-LED ORGANIZATIONS.CONNECTING LEADERS FELLOWSHIP PROGRAM (CLFP)THE CONNECTING LEADERS FELLOWSHIP IS A LEADERSHIP DEVELOPMENT PROGRAM THAT CULTIVATES BOLD, REPRESENTATIVE, AND INCLUSIVE DECISION-MAKERS TO LEAD THE PHILANTHROPIC SECTOR. FELLOWS GET THE OPPORTUNITY TO LEARN FROM SEASONED GRANTMAKERS AND PEERS ON A REGULAR BASIS, UNDERSTAND HOW TO BE MORE EFFECTIVE AGENTS FOR CHANGE WITHIN THEIR INSTITUTIONS, AND PARTICIPATE IN A NETWORK THAT FOCUSES ON INNOVATIVE SOLUTIONS TO COMMUNITY CHALLENGES.LEVERAGE THE TRUST - CALEVERAGE THE TRUST IS A COMMUNITY OF FOUNDATION TRUSTEES IN CALIFORNIA ORGANIZED TO BUILD RELATIONSHIPS, CREATE LEARNING OPPORTUNITIES, STRATEGIZE TOGETHER, AND TAKE COLLECTIVE ACTION ON ISSUES IMPACTING THE BLACK COMMUNITY.BLACK WOMEN IN PHILANTHROPY (BWIP) THE BLACK WOMEN IN PHILANTHROPY LEADERSHIP (BWIP) RETREAT PROVIDES AN INTIMATE, RESTORATIVE SPACE FOR PARTICIPANTS TO DEEPEN THEIR CONNECTIONS, EXPAND THEIR LEADERSHIP ACUMEN, AND COLLECTIVELY STRENGTHEN THEIR CAPACITY TO LEAD, DIRECT, AND SERVE IN WAYS THAT CENTER ON HEALING, RESTORATION, AND FORWARD MOVEMENT OF THE SECTOR. CORPORATE COMMUNITY OF PRACTICECORPORATE COMMUNITY OF PRACTICE IS A MEMBER NETWORK DESIGNED TO EMPOWER CORPORATE PHILANTHROPIC LEADERS WITH THE TOOLS TO CHAMPION INCREASED ADVOCACY AND RESOURCES FOR BLACK COMMUNITIES. READIREADI IS A PARTNERSHIP BETWEEN ABFE AND OTHER PHILANTHROPIC AFFINITY GROUPS; TO PROTECT AND EXPEND RACE EXPLICIT GRANDMAKING IN PHILANTHROPY. OTHER PROGRAMSOTHER PROGRAMS INCLUDE ENGAGEMENTS CHAMA TO BUILD FUNDER COLLABORATIVES IN SUPPORT OF BLACK COMMUNITIES AND SMART INVESTING, TO EXPAND INVESTMENT OPPORTUNITIES TO ENSURE THE MOST TALENTED FINANCIAL FIRMS ARE HIRED IN THE FIELD. 3963006 720000 208169 6704016 1 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OR RI SC TN UT VA WV WI X X HAJRINA SHEHU VP FINANCE AND ADMIN 6463929877 55 EXCHANGE PLACE 4TH FLOOR NEW YORK NY 10005 MS SHARON NASH BUSH CHAIR 0.50 X X 0 0 0 MS UPENDO SHABAZZ VICE CHAIR 0.50 X X 0 0 0 MR HERBERT DRAYTON TREAS AS OF MAY 2025), DIR. (THRU MAY 2025 0.50 X X 0 0 0 MS MARIA WOODRUFF-WRIGHT TREASURER (THRU MAY 2025) 0.50 X X 0 0 0 MR ISAIAH OLIVER SECRETARY 0.50 X X 0 0 0 MR CHARLES SIDNEY FIELDS DIRECTOR 0.50 X 0 0 0 MR DAMON HEWITT DIRECTOR 0.50 X 0 0 0 MS WENDY LEWIS JACKSON DIRECTOR 0.50 X 0 0 0 MS SUSAN D JOHNSON DIRECTOR 0.50 X 0 0 0 MS RENEE KARIBI-WHYTE DIRECTOR 0.50 X 0 0 0 MS CYNTHIA MULLER DIRECTOR 0.50 X 0 0 0 MS JUMI FALUSI SAMEN DIRECTOR 0.50 X 0 0 0 MS MAISHA SIMMONS DIRECTOR 0.50 X 0 0 0 MR ALVIN LOUIS STARKS DIRECTOR 0.50 X 0 0 0 MR STEPHEN WEBSTER DIRECTOR 0.50 X 0 0 0 MS DALILA WILSON-SCOTT DIRECTOR 0.50 X 0 0 0 MS DIANA TATE VERMIERE DIRECTOR 0.50 X 0 0 0 MS AISHA ALEXANDER YOUNG DIRECTOR 0.50 X 0 0 0 MS SUSAN TAYLOR BATTEN PRESIDENT & CEO 45.00 X 330582 0 68446 MS HAJRINA SHEHU VP, FINANCE AND ADMIN 40.00 X 215768 0 67323 MS MICHELL SPEIGHT CHIEF OF STAFF 40.00 X 244366 0 27423 MS TAHIRA CHRISTMON VP, EXTERNAL AFFAIRS 40.00 X 200535 0 40912 MR EDWARD JONES VP, PROGRAMS 40.00 X 191902 0 49811 MS LISA ZANETTA ADDAMS-PILGRIM CHIEF DEVELOPMENT OFFICER 40.00 X 187962 0 83922 MS TRINNETE COOPER DIRECTOR, PHILANTHROPIC ADVISING SVC 40.00 X 136673 0 36867 MR JUSTON COOPER NETWORK AND PARTNERSHIPS DIRECTOR 40.00 X 142040 0 14160 MR EDGAR BREEDEN DIRECTOR OF PROGRAMS 40.00 X 126043 0 26978 MR EURIS JOHNSON SENIOR DIRECTOR, STRATEGIC INITIATIVES 40.00 X 128835 0 34426 MS GRACE UDOH-OSHIN DIRECTOR OF STORYTELLING 40.00 X 124340 0 21419 2029046 0 471687 16 0 1 0 SIGNA BY HILTON ATLANTA 159 NORTHSIDE DRIVE NORTHWEST ATLANTA GA 30313 EVENT MANAGEMENT SERVICES 804101 ALISON NICOLE CAMPBELL 5 COMMERCE ROAD UNIT 3051 NEWTON CT 06470 LEGAL SERVICES 180000 TRISTA HARRIS CONSULTING-FUTUREGOOD 130 OCEAN PARK BOULEVARD SANTA MONICA CA 90405 STRATEGIC PLANNING SERVICES 139550 THE WIT GROUP FOR EQUITY AND SOCIAL IMPA 16228 LOZANO STREET UNIT 4 FONTANA CA 92336 PROGRAM CONSULTING SERVICES 139180 4 916222 10463574 11379796 PROGRAM & LECTURE FEES 611710 1251426 1251426 MEMBERSHIP DUES 611710 414350 414350 JOBS CORNER REVENUE 541800 46725 46725 1712501 705123 705123 13797420 1712501 0 705123 X 720000 720000 1708952 1014481 437061 257410 2562142 1711662 484417 366063 67237 42072 14777 10388 432722 291624 92135 48963 298013 183955 66630 47428 16085 8395 7690 24100 24100 59802 59802 939577 885096 51770 2711 45670 45670 32222 28502 3720 132537 74501 58036 9271 9271 1177417 1006746 163496 7175 594064 586760 2186 5118 13284 13284 DUES & SUBSCRIPTIONS 110788 83960 26828 STAFF DEVELOPMENT 25740 20592 5148 REPAIRS & MAINTENANCE 15490 15490 8985113 6704016 1535841 745256 9241350 12505090 78189 56965 1138266 2416266 0 10500 129881 74146 7734525 8514299 732 1359 18322943 23578625 342020 338848 946905 911913 1288925 1250761 X 12383607 15684576 4650411 6643288 17034018 22327864 18322943 23578625 4812307 481539 0 X 0 1 X 1 0 X 12763655 4736155 5867236 3848103 11379796 38594945 12763655 4736155 5867236 3848103 11379796 38594945 12814278 25780667 846 5061 266702 434650 705123 1412382 40007327 6926550 0.64440 0.65690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 14219157 481539 481539 13737618 59802 59802 13797420 8925311 0 8925311 59802 59802 8985113 PART X, LINE 2: THE ASSOCIATION RECOGNIZES THE EFFECT OF TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT IS NOT AWARE OF ANY VIOLATIONS OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAX, NOR OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX THAT WOULD REQUIRE DISCLOSURE AND/OR RECOGNITION IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2022. 1 TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 510198509 501(C)(3) 450000 0 TO SUPPORT THE RACIAL EQUITY ADVANCEMENT AND DEFENSE INITIATIVE LEGAL SUPPORT FUND ASIAN AMERICANSPACIFIC ISLANDERS IN PHILANTHROPY INC 1714 FRANKLIN STREET SUITE 100-386 OAKLAND CA 94612 943150064 501(C)(3) 90000 0 TO HELP SUPPORT ABFE'S RACIAL EQUITY ADVANCEMENT AND DEFENSE INITIATIVE HISPANICS IN PHILANTHROPY 414 13TH STREET 200 OAKLAND CA 94612 943040607 501(C)(3) 90000 0 TO HELP SUPPORT ABFE'S RACIAL EQUITY ADVANCEMENT AND DEFENSE INITIATIVE NATIVE AMERICANS IN PHILANTHROPY 1140 THIRD STREET NORTHEAST SECOND FLOOR WASHINGTON DC 20002 561849598 501(C)(3) 90000 0 TO HELP SUPPORT ABFE'S RACIAL EQUITY ADVANCEMENT AND DEFENSE INITIATIVE 4 0 PART I, LINE 2: GRANTS WERE PROVIDED TO HELP SUPPORT ABFE'S RACIAL EQUITY ADVANCEMENT AND DEFENSE INITIATIVE. GRANTEES ARE REQUIRED TO SUBMIT INTERIM REPORTS DETAILING PROGRAMMATIC UPDATES AND THE PROGRESS OF THE PROJECT, ALONG WITH A FINAL REPORT TO COVER THE ACTIVITIES FROM PREVIOUS INTERIM REPORT AND IN THE OVERALL GRANT PERIOD. X X X X X 0 0 0 0 0 0 0 0 0 MS SUSAN TAYLOR BATTEN PRESIDENT & CEO 330582 0 0 0 0 0 13440 0 55006 0 399028 0 0 0 MS HAJRINA SHEHU VP, FINANCE AND ADMIN 215768 0 0 0 0 0 8793 0 58530 0 283091 0 0 0 MS LISA ZANETTA ADDAMS-PILGRIM CHIEF DEVELOPMENT OFFICER 187962 0 0 0 0 0 7879 0 76043 0 271884 0 0 0 MS MICHELL SPEIGHT CHIEF OF STAFF 244366 0 0 0 0 0 0 0 27423 0 271789 0 0 0 MR EDWARD JONES VP, PROGRAMS 191902 0 0 0 0 0 7676 0 42135 0 241713 0 0 0 MS TAHIRA CHRISTMON VP, EXTERNAL AFFAIRS 200535 0 0 0 0 0 8301 0 32611 0 241447 0 0 0 MS TRINNETE COOPER DIRECTOR, PHILANTHROPIC ADVISING SVC 136673 0 0 0 0 0 5599 0 31268 0 173540 0 0 0 MR EURIS JOHNSON SENIOR DIRECTOR, STRATEGIC INITIATIVES 128835 0 0 0 0 0 0 0 34426 0 163261 0 0 0 MR JUSTON COOPER NETWORK AND PARTNERSHIPS DIRECTOR 142040 0 0 0 0 0 4638 0 9522 0 156200 0 0 0 MR EDGAR BREEDEN DIRECTOR OF PROGRAMS 126043 0 0 0 0 0 1500 0 25478 0 153021 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING THREE CLASSES OF MEMBERSHIP: 1) INSTITUTIONAL, INCLUDING AN ENTITY PRIVATE, PUBLIC, COMMUNITY, FAMILY OR CORPORATE GRANTMAKING INSTITUTION OR A NONPROFIT ORGANIZATION OR CORPORATION PARTICIPATING AS A GRANTOR AND/OR INVESTOR IN BLACK COMMUNITIES; 2) INDIVIDUAL VOTING MEMBERS, INCLUDING CURRENT OR PAST DONOR, TRUSTEE OR STAFF OF AN ORGANIZATION ELIGIBLE; AND 3) INDIVIDUAL ASSOCIATE MEMBERS, INCLUDING INDIVIDUAL THAT SUPPORTS ABFE'S MISSION MAY BECOME AN ASSOCIATE MEMBER UPON APPLICATION AND PAYMENT OF DUES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS. EACH YEAR AT ABFE'S ANNUAL MEMBERSHIP MEETING, A SLATE OF CANDIDATES TO SERVE ON ABFE'S BOARD IS ELECTED BY ELIGIBLE MEMBERS WITH VOTING PRIVILEGES, INCLUDING MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS PRESENTED TO THE AUDIT COMMITTEE AND THEN DISTRIBUTED ELECTRONICALLY BY EMAIL TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED. THE BOARD OF DIRECTORS REVIEWS AND PROVIDES FEEDBACK ON THE FORM 990. THE FEEDBACK IS REVIEWED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ABFE HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO THE BOARD OF DIRECTORS AND OFFICERS. EACH MEMBER OF THE BOARD OF DIRECTORS MUST SIGN A CONFLICT OF INTEREST STATEMENT UPON BECOMING A BOARD MEMBER. IN ADDITION, SITTING BOARD MEMBERS AND OFFICERS MUST ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST FOR EACH YEAR THAT THEY ARE ON THE BOARD. BOARD MEMBERS ARE ALSO ASKED TO PRESENT ANY CONFLICT OF INTEREST DURING THEIR FIRST REGULAR BOARD MEETING OF THE YEAR. ANY CONFLICT OF INTEREST NOTED WILL BE REVIEWED BY THE PRESIDENT, CHAIR, AND OTHER MEMBERS OF THE BOARD OF DIRECTORS AND IS HANDLED ON A CASE-BY-CASE BASIS, WHICH IS RECORDED IN THE BOARD MEETING MINUTES. IF AN ACTUAL CONFLICT EXISTS, INTERESTED PARTY WILL BE NOTIFIED IMMEDIATELY AND WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISION ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE SALARY RANGE FOR THE PRESIDENT & CEO WAS SET BY THE EXECUTIVE COMMITTEE BASED ON A SURVEY OF NONPROFIT EXECUTIVE SALARIES IN ORGANIZATIONS OF SIMILAR SIZE (BUDGET AND STAFF) IN THE NYC METROPOLITAN REGION, WITH INPUT FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE'S ANNUAL ASSESSMENT OF THE PRESIDENT AND CEO'S PERFORMANCE IS USED TO DETERMINE SALARY ADJUSTMENTS. THEIR ASSESSMENT INCLUDES SALARY SURVEYS AND DATA FOR SIMILAR ORGANIZATIONS IN THE NONPROFIT SECTOR, INCLUDING DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF THE PRESIDENT AND CEO THROUGH THE BUDGET PROCESS. THIS PROCESS WAS LAST UNDERTAKEN IN 2025. LINE 15B: COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT BASED ON INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION PHILOSOPHY/POLICY, SALARY SURVEYS, AND OTHER RELEVANT DATA. THE FINANCE COMMITTEE APPROVES THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES THROUGH THE BUDGET PROCESS. THIS PROCESS WAS LAST UNDERTAKEN IN 2025. FORM 990, PART VI, SECTION C, LINE 19 ABFE MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, FORM 990, AS WELL AS THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G LEADERSHIP COACHING CONSULTING FEES: PROGRAM SERVICE EXPENSES 679,220. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 679,220. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 10,509. MANAGEMENT AND GENERAL EXPENSES 3,805. FUNDRAISING EXPENSES 2,711. TOTAL EXPENSES 17,025. HR SUPPORT SERVICES FEE/OTHER FEES: PROGRAM SERVICE EXPENSES 195,367. MANAGEMENT AND GENERAL EXPENSES 47,965. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,332.