Totals
- Total revenue
- $4,608,336
- Total expenses
- $3,502,448
- Contributions and grants received
- $3,634,523
- Grants paid
- $1,984,000
- Program service revenue
- $0
- Investment income
- $973,813
- Other revenue
- $0
- Total assets, end of year
- $45,704,509
- Total liabilities, end of year
- $1,297,874
- Net assets or fund balances, end of year
- $44,406,635
- Program services expenses (Part IX)
- $2,049,657
- Management and general expenses
- $891,990
- Fundraising expenses
- $560,801
- Program service expenses (Part III)
- $2,049,657
Program services were 58.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$255,800
-
1f · All other contributions, gifts and grants
$3,378,723
-
3 · Investment income
total $973,813 · unrelated business $0 · excluded $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,984,000 · program services $1,984,000
-
7 · Other salaries and wages
total $231,372 · program services $0 · management and general $231,372 · fundraising $0
-
9 · Other employee benefits
total $47,722 · program services $0 · management and general $47,722 · fundraising $0
-
10 · Payroll taxes
total $18,180 · program services $0 · management and general $18,180 · fundraising $0
-
11b · Fees: legal
total $5,995 · program services $0 · management and general $5,995 · fundraising $0
-
11c · Fees: accounting
total $78,250 · program services $0 · management and general $78,250 · fundraising $0
-
11f · Fees: investment management
total $154,104 · program services $0 · management and general $154,104 · fundraising $0
-
11g · Fees: other
total $53,412 · program services $0 · management and general $53,412 · fundraising $0
-
13 · Office expenses
total $79,416 · program services $0 · management and general $79,416 · fundraising $0
-
14 · Information technology
total $3,250 · program services $0 · management and general $3,250 · fundraising $0
-
16 · Occupancy
total $75,000 · program services $0 · management and general $75,000 · fundraising $0
-
17 · Travel
total $39,994 · program services $17,685 · management and general $22,309 · fundraising $0
-
19 · Conferences, conventions and meetings
total $47,972 · program services $47,972 · management and general $0 · fundraising $0
-
23 · Insurance
total $3,599 · program services $0 · management and general $3,599 · fundraising $0
-
24a · Other expenses: Incentive Awards/Develop
total $405,807 · program services $0 · management and general $0 · fundraising $405,807
-
24b · Other expenses: Annual Report/Newsletter
total $154,994 · program services $0 · management and general $0 · fundraising $154,994
-
24c · Other expenses: Bank and Merchant Fees
total $62,030 · program services $0 · management and general $62,030 · fundraising $0
-
24d · Other expenses: UNCF Admin Expense
total $57,351 · program services $0 · management and general $57,351 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,394,510 · end of year $850,611
-
3 · Pledges and grants receivable
beginning of year $5,400 · end of year $950
-
8 · Inventories for sale or use
beginning of year $742,435 · end of year $592,384
-
9 · Prepaid expenses and deferred charges
end of year $47,750
-
11 · Investments: publicly traded securities
beginning of year $36,095,455 · end of year $44,212,814
-
17 · Accounts payable and accrued expenses
beginning of year $131,051 · end of year $123,334
-
19 · Deferred revenue
beginning of year $273,000 · end of year $1,174,540
-
25 · Other liabilities
beginning of year $8,857 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $37,824,892 · end of year $44,406,635
Mission and programs · 2025
Mission
THE FOUNDATION PROVIDES SCHOLARSHIPS TO UNDERGRADUATE STUDENTS AND GRANTS, DONATIONS AND LEADERSHIP SUPPORT TO COMMUNITIES ACROSS THE COUNTRY.
-
THE FOUNDATION PROVIDES SCHOLARSHIPS TO UNDERGRADUATE STUDENTS AND GRANTS, DONATIONS AND LEADERSHIP DEVELOPMENT SUPPORT TO COMMUNITIES.
Expenses $2,049,657 · Grants $1,984,000 · Revenue $3,634,523
As filed on the 2025 return.
Listed in Part VII
-
Dr Kim Lumhoo AllenDR KIM LUMHOO ALLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Wesley A ColemanWESLEY A COLEMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Mitchell CrustoMITCHELL CRUSTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Antoine GaribaldiANTOINE GARIBALDI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Donald GoensDONALD GOENS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Anthony W Hall Jr EsqANTHONY W HALL JR ESQ
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Robert HarrisROBERT HARRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph C HighJOSEPH C HIGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert Holmes JrROBERT HOLMES JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jerlando JacksonJERLANDO JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William E LightenWILLIAM E LIGHTEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frederick M LoweryFREDERICK M LOWERY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Pluria W Marshall JrPLURIA W MARSHALL JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Irving J MatthewsIRVING J MATTHEWS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Antonio M MonkANTONIO M MONK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James E Payne EsqJAMES E PAYNE ESQ
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Derrick RomanDERRICK ROMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Darrell SearcyDARRELL SEARCY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Calvin Tyler JrCALVIN TYLER JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jesse TysonJESSE TYSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
C Eileen Watts WelchC EILEEN WATTS WELCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nola L WhitemanNOLA L WHITEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Donta' WilsonDONTA' WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Whitney JacksonWHITNEY JACKSON
DIRECTOR OF OPERATIONS
- Total calculated
- $123,477
- From this org
- $123,477
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
Jazz Houston Capacity
$100,000
2025 Grant Awardee
-
NAACP Legal Defense Fund
$100,000
2025 Grant Awardee
-
A1 Learning Connections
$75,000
2025 Grant Awardee
-
Black Land Loss Narrative Archive Project
$75,000
2025 Grant Awardee
-
Deep South Today
$75,000
2025 Grant Awardee
-
Morehouse School of Medicine Pathways Program
$75,000
2025 Grant Awardee
-
STEAM CODERS
$75,000
2025 Grant Awardee
-
BlackPastOrg
$50,000
2025 Grant Awardee
-
Center for Innovations in Education (Base 11)
$50,000
2025 Grant Awardee
-
Detroit Institute of Arts
$50,000
2025 Grant Awardee
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)10 · MEMBERSHIP · GA
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 28 August 2026
- IRS schema version
- 2025v4.1
- Source object
- 202602469349300125
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.