UNITED PHILANTHROPY FORUM

As filed

Subsection

03

NTEE code

T30

Classification

1000

Street

1020 19TH ST NW STE 360

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).

Mission and programs · 2024

• KNOWLEDGE SERVICES:MANY OF THE FORUM'S REGIONAL AND NATIONAL PSO MEMBERS PARTICIPATE IN THE FORUM'S UNIQUE, STATE-OF-THE-ART SHARED TECHNOLOGY PLATFORM, KNOWN AS THE KNOWLEDGE MANAGEMENT (KM) COLLABORATIVE, WHICH OFFERS MEMBERS AN INTEGRATED CONSTITUENT RELATIONSHIP MANAGEMENT (CRM) SOLUTION AND A SOPHISTICATED WEBSITE CONTENT MANAGEMENT SYSTEM (CMS). FORUM MEMBERS ARE ABLE TO USE THIS PLATFORM FOR A FRACTION OF WHAT IT WOULD HAVE COST THEM TO DEVELOP A SIMILAR PLATFORM ON THEIR OWN. THEY RECEIVE ONGOING SUPPORT FROM THE FORUM TEAM AND ARE PART OF AN ACTIVE USER COMMUNITY OF PEERS.

  Expenses $1,297,688 · Revenue $976,279

• PROGRAM, COMMUNICATIONS & SERVICES:THE FORUM PROVIDES A WIDE RANGE OF PROGRAMS, COMMUNICATIONS AND OTHER SERVICES TO BUILD THE CAPACITY OF OUR MEMBERS TO ADVANCE, MOBILIZE, CONVENE, INFORM AND SUPPORT PHILANTHROPY. THIS INCLUDES AN ANNUAL CONFERENCE AND OTHER EDUCATION PROGRAMS THROUGHOUT THE YEAR; A WIDE RANGE OF PEER COMMUNITY NETWORKING OPPORTUNITIES FOR PSO STAFF WITH MANY DIFFERENT JOB FUNCTIONS AND LEVELS OF EXPERIENCE; DATA AND KNOWLEDGE TO INFORM THE WORK OF REGIONAL AND NATIONAL PHILANTHROPY INFRASTRUCTURE ORGANIZATIONS, INCLUDING AN ANNUAL COMPENSATION & BENEFITS SURVEY; ONGOING TECHNICAL ASSISTANCE; PUBLIC POLICY AND ADVOCACY WORK TO BUILD THE CAPACITY OF OUR MEMBERS TO ENGAGE IN PUBLIC POLICY; ONGOING COMMUNICATIONS THAT BOTH INFORM AND LIFT UP THE WORK OF OUR MEMBERS, THROUGH A REGULAR NEWSLETTER, SOCIAL MEDIA, ACTIVE LISTSERVS AND OTHER MEANS; AND NUMEROUS OTHER CAPACITY-BUILDING EFFORTS.

  Expenses $2,536,745 · Grants $258,152 · Revenue $339,920

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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.

The first 25 listed. 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

  $2,636,076

  Expenses

  $4,579,624

  Contributions

  $1,261,107

  Grants paid

  $258,152

• 2023

  Revenue

  $3,488,354

  Expenses

  $4,991,763

  Contributions

  $2,096,498

  Grants paid

  $14,250

• 2022

  Revenue

  $4,306,315

  Expenses

  $4,440,249

  Contributions

  $3,033,642

  Grants paid

  $425,000

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

  $5,361,017

  Expenses

  $3,289,708

  Assets (EOY)

  $5,155,571

• 2020 · 990

  Revenue

  $13,259,807

  Expenses

  $12,437,802

  Assets (EOY)

  $3,189,665

• 2019 · 990

  Revenue

  $3,391,544

  Expenses

  $2,765,798

  Assets (EOY)

  $2,224,565

• 2018 · 990

  Revenue

  $2,964,332

  Expenses

  $2,588,527

  Assets (EOY)

  $1,586,043

• 2015 · 990

  Revenue

  $2,050,797

  Expenses

  $987,131

  Assets (EOY)

  $1,140,579

• 2014 · 990

  Revenue

  $819,827

  Expenses

  $1,363,445

  Assets (EOY)

  $273,213

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.

Grants made

• IOWA COUNCIL OF FOUNDATIONS

  $40,000

  2022 · RURAL PHILANTHROPY GRANT

• NORTH CAROLINA COMMUNITY FOUNDATION

  $40,000

  2022 · RURAL PHILANTHROPY GRANT

• PHILANTHROPY COLORADO

  $40,000

  2022 · RURAL PHILANTHROPY GRANT

• PHILANTHROPY NORTHWEST

  $37,500

  2022 · RURAL PHILANTHROPY GRANT

• FOUNDATION FOR APPALACHIAN KENTUCKY

  $32,500

  2022 · RURAL PHILANTHROPY GRANT

• CATALYST OF SAN DIEGO & IMPERIAL COUNTIES

  $30,000

  2022 · RURAL PHILANTHROPY GRANT

• SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS

  $30,000

  2022 · RURAL PHILANTHROPY GRANT

• NORTH CAROLINA COMMUNITY FOUNDATION

  $25,000

  2024 · RURAL PHILANTHROPY GRANT

• PHILANTHROPY COLORADO

  $25,000

  2024 · RURAL PHILANTHROPY GRANT

• PHILANTHROPY MISSOURI

  $25,000

  2024 · RURAL PHILANTHROPY GRANT

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• BOREALIS PHILANTHROPY

  $204,000

  2024 · TO SUPPORT THE WORK OF UNITED PHILANTHROPY FORUM

• BOREALIS PHILANTHROPY

  $100,000

  2022 · TO SUPPORT THE WORK OF UNITED PHILANTHROPY FORUM

• MARIN COMMUNITY FOUNDATION

  $25,000

  2024 · PROVIDE GENERAL OPERATING SUPPORT

• INDEPENDENT SECTOR

  $20,000

  2025 · FOUNDATIONS ON THE HILL CO LEAD AND SPONSOR

Other IRS files