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SELF HELP VENTURES FUND

EIN 58-1562750 DURHAM, NC

Revenue 2024
$189,217,541
Expenses 2024
$68,586,121

Program services were 75.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
S310
Classification
1000
Street
301 W MAIN ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

7 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.

  • Economic development through the renovation of historic buildings, construction of new buildings in distressed communities. Providing quality, affordable retail, community facilities and commercial rental space to revitalize and stabilize distressed communities.Economic development through provision of rental property in distressed and blighted areas, Total beneficiaries = approximately 6,767

    Expenses $33,771,216 · Revenue $19,496,080

  • Loans to and investments in community development projects (a) employing low-income and unemployed persons; (b) in low-income, rural and distressed communities; and (c) involving charitable organizations. Total beneficiaries = approximately 1,652

    Expenses $13,711,280 · Revenue $25,724,375

  • Facilitation of a secondary market at reasonable rates on a substainable basis for home mortgages made to low-income and other traditionally underserved home buyers to make homeownership more widely available to these families. Total beneficiaries = approximately 17,685

    Expenses $3,970,151 · Revenue $18,182,651

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Russel Hagen

    Manager Transition Exec

    Total calculated
    $172,231
    From this org
    $0
    From related orgs
    $161,597
    Other
    $10,634
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $161,597 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $10,634 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $172,231 related

  • Sarah Brennan

    Structured Finance Sector Leader

    Total calculated
    $166,743
    From this org
    $0
    From related orgs
    $139,769
    Other
    $26,974
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $139,769 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $26,974 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $166,743 related

  • Mary Abad

    Sr Commercial Lending Underwriter

    Total calculated
    $164,722
    From this org
    $0
    From related orgs
    $134,516
    Other
    $30,206
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $134,516 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $30,206 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $164,722 related

  • Athena Eng

    Manager Benefits & Payroll

    Total calculated
    $164,136
    From this org
    $0
    From related orgs
    $140,502
    Other
    $23,634
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $140,502 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $23,634 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $164,136 related

  • Lillian Steponaitis

    Director Special Projects

    Total calculated
    $161,017
    From this org
    $0
    From related orgs
    $136,541
    Other
    $24,476
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $136,541 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $24,476 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $161,017 related

  • Randy Chambers

    TreasurerSecretary

    Total calculated
    $142,886
    From this org
    $0
    From related orgs
    $101,573
    Other
    $41,313
    Hours/week
    0 + 40 related

  • Martin Eakes

    CEODirector

    Total calculated
    $136,788
    From this org
    $0
    From related orgs
    $100,961
    Other
    $35,827
    Hours/week
    0 + 40 related

  • Amanda Frazier Wong

    President

    Total calculated
    $132,907
    From this org
    $0
    From related orgs
    $106,202
    Other
    $26,705
    Hours/week
    0 + 40 related

  • Robert Schall

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Catherine Clark

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Matthew Hobbs

    DirectorChair

    Total calculated
    $0
    Hours/week
    0.5

  • Elbert Avery

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Marla Bilonick

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Tara Kenchen

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ronn Stewart

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Lynne Walker

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Duanne Andrade

    Diretor

    Total calculated
    $0
    Hours/week
    0.5

  • Ajulo Othow

    Director

    Total calculated
    $0
    Hours/week
    0.5

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $189,217,541
    Expenses
    $68,586,121
    Contributions
    $113,641,956
    Grants paid
    $0
  • 2023
    Revenue
    $67,731,085
    Expenses
    $57,501,791
    Contributions
    $1,975,299
    Grants paid
    $0
  • 2022
    Revenue
    $95,498,767
    Expenses
    $43,396,272
    Contributions
    $36,923,780
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $60,531,771
    Expenses
    $31,466,429
    Assets (EOY)
    $1,059,061,327

  • 2020 · 990

    Revenue
    $104,499,213
    Expenses
    $70,010,828
    Assets (EOY)
    $1,136,545,488

  • 2019 · 990

    Revenue
    $71,436,932
    Expenses
    $46,989,160
    Assets (EOY)
    $990,044,914

  • 2018 · 990

    Revenue
    $62,183,272
    Expenses
    $42,089,996
    Assets (EOY)
    $779,599,613

  • 2017 · 990

    Revenue
    $52,329,197
    Expenses
    $37,436,137
    Assets (EOY)
    $703,797,748

  • 2016 · 990

    Revenue
    $44,253,295
    Expenses
    $35,983,213
    Assets (EOY)
    $675,874,788

  • 2015 · 990

    Revenue
    $35,550,675
    Expenses
    $31,995,720
    Assets (EOY)
    $674,055,733

  • 2014 · 990

    Revenue
    $38,712,354
    Expenses
    $30,236,948
    Assets (EOY)
    $677,230,977

  • 2013 · 990

    Revenue
    $44,887,922
    Expenses
    $29,288,313
    Assets (EOY)
    $703,785,963

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $35,168,578
    Assets (EOY)
    $733,595,533

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • Barr Building LLC

    commercial building · DC · income $2,261,553 · assets $24,995,385

  • Self-Help Climate Capital LLC

    charitable loans · NC · income $3,304,669 · assets $2,262,558,061

  • Self-Help Manager LLC

    charitable lending · NC · income $762,329 · assets $256,009

  • SHVF Development LLC

    historic building · NC · income $630,411 · assets $4,513,037

  • SHVF Properties LLC

    historic building · NC · income $993,549 · assets $25,609,643

  • Proctor Hotel LLC

    historic building · NC · income $206,384 · assets $1,985,949

  • Stella LLC

    historic building · NC · income $467,010 · assets $2,904,981

  • 123 West Main Street LLC

    historic building · NC · income $602,731 · assets $2,907,107

  • 302 West Main Street LLC

    historic building · NC · income $431,273 · assets $1,548,722

  • Market Square Business Center LLC

    historic building · NC · income $98,240 · assets $2,707,410

  • SHVF Revolution LLC

    historic building · NC · income $62 · assets $59,912

  • SHVF Olympic LLC

    historic building · NC · income $1,249 · assets $3,224,984

  • SHVF Mill House LLC

    historic building · NC · income $1,172,929 · assets $42,484,396

  • SHVF MCA Services LLC

    charitable lending · NC

  • 301 West Main Street LLC

    historic building · NC · income $767,585 · assets $2,766,884

  • 115 Market Street LLC

    historic building · NC · income $917,938 · assets $2,717,030

  • 34 Wall Street LLC

    historic building · NC · income $412,702 · assets $1,593,772

  • 201 West Main Street LLC

    historic building · NC · income $1,269,184 · assets $4,253,624

  • 122 N Elm Street LLC

    historic building · NC · income $871,955 · assets $2,253,705

  • 307 West Main Street LLC

    historic building · NC · income $344,260 · assets $2,806,054

  • Chapel Hill Sreet Development LLC

    charitable development · NC · income $1,265,015 · assets $10,886,268

  • SHVF Renaissance LLC

    historic building · NC · income $410,835 · assets $7,539,997

  • SHHP Holloway Manager LLC

    historic building · NC · income $331 · assets $10,433

  • SHHP Holloway Tenant LLC

    historic building · NC · income $661,545 · assets $6,516,497

  • Efird LLC

    historic building · NC · income $491,428 · assets $3,847,208

The first 25 as filed. The return lists the rest.

Related partnerships on its 2024 return

  • Maplewood Partners LLC

    Related · affordable housing · NC · 3.3% owned · general or managing partner

  • Historic Revolution Manager LLC

    Related · historic building · NC · 95% owned · share of income -$66,590 · share of assets $11,840,748 · general or managing partner

  • Historic Revolution Tenant LLC

    Related · historic building · NC · 95% owned · share of income $7,398,185 · share of assets $76,071,948 · general or managing partner

  • Historic Revolution LLC

    Related · historic building · NC · 39% owned · share of income $1,587,616 · share of assets $29,764,469 · general or managing partner

  • SHHP Holloway LLC

    Related · historic building · NC · 95% owned · share of income $588,014 · share of assets $9,591,691 · general or managing partner

  • SHVF Mill House Manager LLC

    Related · historic building · NC · 1% owned · share of income $1,640 · share of assets $178,981 · general or managing partner

  • SHVF Mill House Tenant LLC

    Related · historic building · NC · 1% owned · share of income $15,333 · share of assets $275,794 · general or managing partner

  • SHVF Beacon Point LLC

    Related · affordable housing · NC · 95% owned · share of income $402,393 · share of assets $22,899,934 · general or managing partner

  • Self-Help New Markets 15 LLC

    Related · charitable loans · NC · 1% owned · share of income $838 · share of assets $70,007 · general or managing partner

  • Self-Help New Markets 16 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,438 · share of assets $40,121 · general or managing partner

  • Self-Help New Markets 17 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,059 · share of assets $80,280 · general or managing partner

  • Willard Street Developer LLC

    Related · affordable housing · NC · 10% owned

  • Willard Street Manager LLC

    Related · affordable housing · NC · 10% owned

  • Ashton Place Housing LLC

    Related · affordable housing · NC · 0% owned

  • Ashton Place Managing Member LLC

    Related · affordable housing · NC · 50% owned

  • Ashton Place Developer LLC

    Related · affordable housing · NC · 50% owned

  • Hardee Street Housing LLC

    Related · affordable housing · NC · 0% owned

  • Hardee Street Developer LLC

    Related · affordable housing · NC · 50% owned

  • Hardee Street Managing Member LLC

    Related · affordable housing · NC · 50% owned

  • Willard Street LLC

    Related · affordable housing · NC · 0% owned

  • Self-Help New Markets 18 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,556 · share of assets $130,338 · general or managing partner

  • Self-Help New Markets 19 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,064 · share of assets $110,338 · general or managing partner

  • Self-Help New Markets 20 LLC

    Related · charitable loans · NC · 1% owned · share of income $1,075 · share of assets $100,010 · general or managing partner

  • Self-Help New Markets 21 LLC

    Related · charitable loans · NC · 1% owned · general or managing partner

  • Self-Help New Markets 22 LLC

    Related · charitable loans · NC · 1% owned · general or managing partner

The first 25 as filed. The return lists the rest.

Related corporations and trusts on its 2024 return

  • Self-Help Historic Properties Inc

    C Corp · historic renovation · NC · 100% owned · share of income -$430,053 · share of assets $13,935,296

  • Self-Help Housing Inc

    C Corp · affordable housing · NC · 100% owned · share of income $3 · share of assets $204,109

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.