Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
THE REINVESTMENT FUND INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1700 MARKET STREET 19TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
D Employer identification number

23-2331946
E Telephone number

G Gross receipts $ 106,868,903
F Name and address of principal officer:
DONALD HINKLE-BROWN
1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.REINVESTMENT.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1985
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE REINVESTMENT FUND, INC. CREATES OPPORTUNITY FOR UNDERSERVED PEOPLE AND PLACES THROUGH PARTNERSHIPS. IT MARSHALS THE CAPITAL, ANALYTICS, AND EXPERTISE NECESSARY TO BUILD STRONG, HEALTHY, AND MORE EQUITABLE COMMUNITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 109
6 Total number of volunteers (estimate if necessary) ............. 6 50
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 11,761,710 21,896,101
9 Program service revenue (Part VIII, line 2g) ......... 31,093,053 33,765,301
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -374,335 -2,420,870
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,144,024 1,237,693
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 44,624,452 54,478,225
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,353,646 8,984,766
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 10,868,971 13,062,857
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 32,000 91,497
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet218,512    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 17,755,062 18,232,513
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 36,009,679 40,371,633
19 Revenue less expenses. Subtract line 18 from line 12....... 8,614,773 14,106,592
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 609,259,384 609,720,317
21 Total liabilities (Part X, line 26)............. 380,050,141 365,253,477
22 Net assets or fund balances. Subtract line 21 from line 20..... 229,209,243 244,466,840
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE REINVESTMENT FUND, INC. CREATES OPPORTUNITY FOR UNDERSERVED PEOPLE AND PLACES THROUGH PARTNERSHIPS. IT MARSHALS THE CAPITAL, ANALYTICS, AND EXPERTISE NECESSARY TO BUILD STRONG, HEALTHY, AND MORE EQUITABLE COMMUNITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 17,375,131 including grants of $ 20,000 ) (Revenue $ 28,803,902 )
LENDING: ENCOMPASSES THE ORGANIZATION'S FINANCING OF HOMES, SCHOOLS, HEALTHY FOOD RETAIL, HEALTHCARE AND OTHER PROJECTS THAT BENEFIT LOW-WEALTH PEOPLE AND PLACES AND IS THE CORE LENDING FUNCTION OF THE ORGANIZATION.
4b (Code:   ) (Expenses $ 2,100,737 including grants of $   ) (Revenue $ 1,491,228 )
POLICY SOLUTIONS: CONDUCTS POLICY, DATA ANALYSIS AND SOCIAL IMPACT ANALYSES THAT ADVANCE REINVESTMENT FUND, INC.'S MISSION AND EFFECT SYSTEM CHANGE, ON BEHALF OF REINVESTMENT FUND, INC. AS WELL AS PUBLIC AND PHILANTHROPIC CLIENTS.
4c (Code:   ) (Expenses $ 11,523,570 including grants of $ 8,964,766 ) (Revenue $ 529,816 )
CAPACITY BUILDING & CAPITAL ACCESS: USES GRANTS AND TECHNICAL ASSISTANCE TO MAKE ACCESS TO CAPITAL MORE EQUITABLE FOR LOW-WEALTH INDIVIDUALS AND COMMUNITIES, PARTICULARLY IN THE AREAS OF EARLY CHILDHOOD EDUCATION, FOOD AND SOCIAL DETERMINANTS OF HEALTH.
(Code:   ) (Expenses $ -251,326 including grants of $ 0 ) (Revenue $ 212,473 )
SUSTAINABLE DEVELOPMENT FUND ("SDF"): REPRESENTS AN ENERGY-RELATED FUND THAT USES LOANS, INVESTMENTS AND GRANTS TO AUGMENT THE ORGANIZATION'S EXISTING ENERGY CONSERVATION AND COMMUNITY INVESTING EFFORTS. SDF WAS CREATED BY THE PARTIES TO THE PECO ENERGY COMPANY ("PECO ENERGY") RESTRUCTURING AND APPROVED BY THE PENNSYLVANIA PUBLIC UTILITY COMMISSION ("PUC") IN MAY 1998.
4d Other program services (Describe in Schedule O.)
(Expenses $ -251,326 including grants of $ 0 ) (Revenue $ 212,473 )
4e Total program service expensesMediumBullet30,748,112
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
692
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
109
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
GA , MD , NJ , NY , PA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletPERRI MCLOUGHLIN1700 MARKET STREET 19TH FLOOR   PHILADELPHIA,PA19103 (215) 574-5800
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARLAND BUCKNER......................................................................
BOARD MEMBER
 1.50
.................
0.00 		X           0 0 0
(2) PHYLLIS CATER......................................................................
BOARD MEMBER
 1.50
.................
0.50 		X           0 0 0
(3) LISA DETWILER......................................................................
BOARD MEMBER
 1.00
.................
0.50 		X           0 0 0
(4) IVY DENCH-CARTER......................................................................
BOARD MEMBER
 1.50
.................
0.00 		X           0 0 0
(5) RAQUEL FAVELA......................................................................
BOARD MEMBER
 1.50
.................
0.00 		X           0 0 0
(6) DANIEL HAYES......................................................................
BOARD MEMBER
 2.00
.................
0.00 		X           0 0 0
(7) KATHERINE O'REGAN......................................................................
BOARD MEMBER
 1.50
.................
0.00 		X           0 0 0
(8) SANDEEP WADHWA......................................................................
BOARD MEMBER
 1.50
.................
0.50 		X           0 0 0
(9) VICKI LUNDY WILBON......................................................................
BOARD MEMBER
 1.50
.................
0.00 		X           0 0 0
(10) MARK ZANDI......................................................................
BOARD CHAIR & COMP. COMMITTEE CHAIR
 3.00
.................
0.50 		X   X       0 0 0
(11) SAUL A BEHAR......................................................................
BOARD VICE CHAIR & AUDIT COMM. CHAIR
 2.00
.................
0.50 		X   X       0 0 0
(12) MICHAEL DAVIS......................................................................
GOVERNANCE COMMITTEE CHAIR
 3.00
.................
0.00 		X   X       0 0 0
(13) DUDLEY BENOIT......................................................................
FINANCE CHAIR
 2.00
.................
0.00 		X   X       0 0 0
(14) RAYMOND SKINNER......................................................................
LOAN COMMITTEE CHAIR
 2.00
.................
0.00 		X   X       0 0 0
(15) DONALD HINKLE-BROWN......................................................................
PRESIDENT & CEO
 38.75
.................
1.25 		    X       692,683 0 45,121
(16) MICHAEL M CRIST......................................................................
EVP & CFO
 39.25
.................
0.75 		    X       385,782 0 78,816
(17) NANCY WAGNER-HISLIP......................................................................
CHIEF INVESTMENT OFFICER
 40.00
.................
0.00 		    X       328,335 0 79,242
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHEILA FERNANDEZ........................................................................
COO & CORPORATE SECRETARY
 38.00
.......................2.00 		    X       312,725 0 75,639
(19) M AMANDA HIGH........................................................................
CHIEF IMPACT, DEV. & INNOV. OFF.
 40.00
.......................0.00 		    X       343,117 0 27,870
(20) RHONDA SMITH........................................................................
ASSISTANT CORPORATE SECRETARY
 40.00
.......................0.00 		    X       91,171 0 27,922
(21) IRA GOLDSTEIN........................................................................
PRESIDENT OF POLICY SOLUTIONS
 40.00
.......................0.00 		      X     276,701 0 68,248
(22) TRACY MURRAY MOORE........................................................................
CHIEF HUMAN RESOURCES OFFICER
 40.00
.......................0.00 		      X     258,244 0 65,292
(23) SARA VERNON STERMAN........................................................................
CHIEF PROGRAMS OFFICER
 40.00
.......................0.00 		      X     237,642 0 14,508
(24) CHRISTINA SZCZEPANSKI........................................................................
MANAGING DIR, FIN. & PORT. MGMT.
 40.00
.......................0.00 		        X   239,199 0 71,598
(25) KAREEM THOMAS........................................................................
MANAGING DIR, CREDIT & PORT. MGMT.
 40.00
.......................0.00 		        X   206,756 0 70,679
(26) TRACY PETROFSKY........................................................................
MANAGING DIR. OF OPS (AS OF 11/22)
 40.00
.......................0.00 		        X   221,322 0 43,304
(27) TIMOTHY GILLESPIE........................................................................
TREASURER
 40.00
.......................0.00 		        X   180,592 0 53,733
(28) CAROLINE ROSCH........................................................................
MANAGING DIR, PORT. STRATEGY & OPS.
 40.00
.......................0.00 		        X   168,595 0 38,717




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,942,864 0 760,689
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet43
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CG INFINITY INC

5420 W PLANO PKWY
PLANO,TX75093 		IT INFRASTRUCTURE 476,250
GURUS SOLUTIONS INC

9880 RUE CLARK SUITE 101 H3L 2R3
MONTREAL    
CA 		NETSUITE IMPLEMENTATION PARTNER 418,000
RSM US LLP

333 WEST 3RD STREET SUITE 200
DAVENPORT,IA52801 		ACCOUNTING SERVICES 377,974
COMPUTER DESIGN & INTEGRATION LLC

696 US HIGHWAY 46
TETERBORO,NJ07608 		IT INFRASTRUCTURE/ CONSULTANT 323,247
NVG LLC

1640 RHODE ISLAND AVENUE SUITE 700
WASHINGTON,DC20036 		LOBBYING, STRATEGIC ADVICE, OUTREACH 187,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet14
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 13,019,942
f All other contributions, gifts, grants, and similar amounts not included above1f 8,876,159
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 21,896,101
Program Service RevenueAmt Business Code
2a INTEREST 525990 28,212,422 28,212,422    
b FEE INCOME 900099 2,378,057 2,378,057    
c NMTC PLACEMENT FEES 900099 1,868,750 1,868,750    
d ASSET MANAGEMENT FEES 561000 971,863 971,863    
e LOAN & LEASE FEES 525990 334,209 334,209    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 33,765,301
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,544,705     1,544,705
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   48,425,103 7a
b Less: cost or other basis and sales expenses   52,390,678 7b
c Gain or (loss)   -3,965,575 7c
d Net gain or (loss).........MediumBullet -3,965,575 -3,965,575    
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a FORGIVENESS OF DEBT 525990 705,692 705,692    
b GAINS FROM PARTNERSHIPS 525990 666,210 666,210    
c GAINS FROM INVESTMENTS 525990 -166,132 -166,132    
d All other revenue .... 31,923 31,923    
e Total. Add lines 11a–11d ...... MediumBullet 1,237,693
12 Total revenue. See instructions.....MediumBullet 54,478,225 31,037,419 0 1,544,705
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 8,984,766 8,984,766
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 3,409,068 1,404,233 2,004,835  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 6,356,426 3,840,438 2,414,376 101,612
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 647,717 348,399 299,318  
9 Other employee benefits ....... 1,869,739 1,035,507 808,829 25,403
10 Payroll taxes ........... 779,907 490,421 289,486  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 141,944 14,955 126,989  
c Accounting ........... 360,052 21,410 338,642  
d Lobbying ........... 204,000 204,000    
e Professional fundraising services. See Part IV, line 17 91,497 91,497
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 2,665,182 1,405,268 1,259,914  
12 Advertising and promotion .... 43,657 18,233 25,424  
13 Office expenses ....... 311,568 142,705 168,863  
14 Information technology ...... 851,075 397,464 453,611  
15 Royalties ..        
16 Occupancy ........... 606,647 353,043 253,604  
17 Travel ............ 96,060 71,541 24,519  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 345,748 115,984 229,764  
20 Interest ........... 10,641,316 10,641,316    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 115,714 62,371 53,343  
23 Insurance ... 228,459 127,936 100,523  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROVISION FOR LOAN LOSS 778,617 778,617    
b TEMPORARY HELP 361,886 2,000 359,886  
c STAFF DEVELOPMENT/RECRU 177,710 26,599 151,111  
d LOANS RELATED EXPENSE 139,593 139,593    
e All other expenses 163,285 121,313 41,972  
25 Total functional expenses. Add lines 1 through 24e 40,371,633 30,748,112 9,405,009 218,512
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 82,428,350 2 71,180,112
3 Pledges and grants receivable, net ...... 3,354,698 3 3,328,058
4 Accounts receivable, net ............. 5,459,391 4 8,623,799
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 432,706,100 7 444,382,225
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 637,084 9 913,172
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,539,840
b Less: accumulated depreciation 10b 2,204,595 450,959 10c 335,245
11 Investments—publicly traded securities . 77,222,499 11 72,637,189
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 7,000,303 15 8,320,517
16 Total assets. Add lines 1 through 15 (must equal line 33)... 609,259,384 16 609,720,317
Liabilities 17 Accounts payable and accrued expenses ..... 4,259,730 17 4,714,404
18 Grants payable ...   18  
19 Deferred revenue ......... 11,907,639 19 8,778,776
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D 9,198,575 21 3,033,587
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 122,300,117 23 115,229,821
24 Unsecured notes and loans payable to unrelated third parties .. 227,170,530 24 231,365,990
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 5,213,550 25 2,130,899
26 Total liabilities. Add lines 17 through 25.. 380,050,141 26 365,253,477
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 126,684,431 27 136,205,929
28 Net assets with donor restrictions ........... 102,524,812 28 108,260,911
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 229,209,243 32 244,466,840
33 Total liabilities and net assets/fund balances ........ 609,259,384 33 609,720,317
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
54,478,225
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
40,371,633
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
14,106,592
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
229,209,243
5
Net unrealized gains (losses) on investments ...............
5
1,151,005
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
244,466,840
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 21,206,096 4,627,555 44,030,679 11,761,710 21,896,101 103,522,141
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 21,206,096 4,627,555 44,030,679 11,761,710 21,896,101 103,522,141
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 24,089,560
6 Public support. Subtract line 5 from line 4. 79,432,581
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 21,206,096 4,627,555 44,030,679 11,761,710 21,896,101 103,522,141
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,140,240 2,318,986 1,474,431 1,281,354 1,544,705 7,759,716
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 111,281,857
12
12
156,496,610
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
71.380 %
15
15
67.430 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE REINVESTMENT FUND INC
  		Employer identification number
23-2331946
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE REINVESTMENT FUND INC
  		Employer identification number

23-2331946
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE REINVESTMENT FUND INC
  		Employer identification number

23-2331946
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 301,564  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 301,564  
d Other exempt purpose expenditures ............................................................................... 40,070,069  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 40,371,633  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 271,398 278,499 268,206 301,564 1,119,667
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-A, LINE 1, LOBBYING ACTIVITIES REINVESTMENT FUND'S ADVOCACY EXPENSES INCLUDE ACTIVITIES TO LIFT UP OUR WORK AND THAT OF CDFIS BROADLY TO DELIVER CAPITAL, CREDIT, AND FINANCIAL SERVICES TO PEOPLE AND COMMUNITIES WHO HAVE BEEN UNDERSERVED BY THE NATION'S FINANCIAL SYSTEM. OUR EFFORTS ARE TO EDUCATE POLICYMAKERS ABOUT THE IMPORTANCE OF CDFIS' ROLE IN A VARIETY OF POLICY SPACES THAT AIM TO IMPROVE CRITICAL COMMUNITY INFRASTRUCTURE INCLUDING ACCESS TO HEALTHY FOOD, HEALTHCARE AND AFFORDABLE HOUSING.
Schedule C (Form 990) 2021


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c 9,198,575
d Additions during the year ............................ 1d 1,190,708
e Distributions during the year .......................... 1e 7,355,696
f Ending balance ................................ 1f 3,033,587
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   1,103,693 843,259 260,434
d Equipment ....   790,295 739,437 50,858
e Other .....   645,852 621,899 23,953
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 335,245
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,130,899
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART IV, LINE 2B: ESCROW ACCOUNTS FOR LENDING ACTIVITY
PART X, LINE 2: INCOME TAXES: REINVESTMENT FUND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. REINVESTMENT FUND QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. REINVESTMENT FUND AND ITS AFFILIATES DID NOT HAVE ANY SIGNIFICANT UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CONSEQUENTLY, NO ACCRUAL FOR INTEREST AND PENALTIES WAS DEEMED NECESSARY FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2019.
Schedule D (Form 990) 2021


Additional Data


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SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
SZ CONSULTING LLC
1507 RUSSELL ROAD
 
ALEXANDRIA, VA22301 		REVIEW AND STRATEGY AROUND OUR CDFI APPLICATIONS   No 5,016,530 56,000 4,960,530
 
FAIRMOUNT VENTURES INC
1234 MARKET ST PO BOX 36834
 
PHILADELPHIA, PA19107 		RESOURCE DEVELOPMENT PLANNING AND APPLICATION PREPARATION   No 999,980 18,959 981,021
 
KAVITA VIJAYAN
43218 BROOKFORD SQUARE
 
ASHBURN, VA20147 		WRITING, REASEARCHING, EDITING GRANT PROPOSAL   No 0 16,538 -16,538
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 6,016,510 91,497 5,925,013
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
NJ, MD, NY, PA, VA, DE, TX, GA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
 
 
 
 

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2022
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number
23-2331946
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 3-2-GET READY CHILDCARE LEARNING CENTER LLC
854 ATWOOD ROAD
PHILADELPHIA,PA19151 		82-2750383   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(2) A CHILD'S DREAM WORLD ACADEMY LLC
348 E ALBANUS STREET
PHILADELPHIA,PA19120 		45-4346061   17,933 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(3) A RED CIRCLE
6439 PLYMOUTH AVE SUITE W130
ST LOUIS,MO63133 		82-0850327 501(C)(3) 21,143 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(4) ACELERO LEARNING MONMOUTH MIDDLESEX COUNTY INC
132 SECOND STREET
PERTH AMBOY,NJ08861 		20-2493697   20,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(5) ACTION RESOURCES INTERNATIONAL
PO BOX 536
LARAMIE,WY82073 		84-1296410 501(C)(3) 6,214 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(6) APPLESEEDS LEARNING CENTER LLC
2418 W YORK STREET
PHILADELPHIA,PA19132 		46-5353831   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(7) APPLETREE DEVELOPMENTAL CENTER LLC
625 WILDFLOWER LN
WYNNEWOOD,PA19096 		20-1116612   343,236 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(8) ARCADIA FOOD INC
9000 RICHMOND HIGHWAY
ALEXANDRIA,VA22309 		27-3611614 501(C)(3) 140,301 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(9) ASSOCIATION OF ISLAMIC CHARITABLE PROJECTS
4431 WALNUT STREET
PHILADELPHIA,PA19104 		23-2628749 501(C)(3) 10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(10) ATLANTA HARVEST LLC
3529 ANVILBLOCK RD
ELLENWOOD,GA30294 		82-3048751   30,225 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(11) ATTIC YOUTH CENTER
255 SOUTH 16TH STREET
PHILADELPHIA,PA19102 		23-3020071 501(C)(3) 91,000 0     SUPPORTS COMMUNITY-DRIVEN ORGANIZATIONS AND BUSINESSES IN IMPLEMENTING STRATEGIES TO INCREASE HEALTHY FOOD IN COMMUNITIES
(12) BE WELL CAFE
2027 SALISBURY ST
ST LOUIS,MD63107 		84-3733533   121,813 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(13) BERT'S FAMILY CHILD CARE
620 SOUTHERN AVE SE
WASHINGTON,DC20032 		68-0649019   7,735 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN DC
(14) BOYS & GIRLS CLUB OF ATLANTIC CITY
215 N SOVEREIGN AVENUE
ATLANTIC CITY,NJ08401 		23-7253748   20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(15) BUNNYHOP LLC
429 S 51ST STREET
PHILADELPHIA,PA19143 		85-4182871   62,000 0     SUPPORTS COMMUNITY-DRIVEN ORGANIZATIONS AND BUSINESSES IN IMPLEMENTING STRATEGIES TO INCREASE HEALTHY FOOD IN COMMUNITIES
(16) CALIFORNIA INDIAN MUSEUM AND CULTURAL CENTER INC
5250 AERO DRIVE
SANTA ROSA,CA95403 		94-3244506   156,519 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(17) CEDAR CREEK MARKET BOXES LLC
25580 249TH STREET
MIDLAND,SD57552 		85-0732824   129,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(18) CENTER FOR FOOD ACTION IN NEW JERSEY INC
192 WEST DEMAREST AVENUE
ENGLEWOOD,NJ07631 		22-2189072 501(C)(3) 30,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(19) CENTRAL OREGON LOCAVORE NON PROFIT
1841 NE 3RD STREET
BEND,OR97701 		27-2131195 501(C)(3) 17,157 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(20) CHILDREN OF DESTINY LEARNING ACADEMY LLC
6300 CHELWYNDE AVE
PHILADELPHIA,PA19142 		81-5331503   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(21) CHOSEN LEADERS EARLY EDUCATION CENTER
7220 PASCHALL AVE
PHILADELPHIA,PA19142 		86-1414518   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(22) CHURCH OF THE REDEEMER BAPTIST INC
1440 S 24TH STREET
PHILADELPHIA,PA19146 		23-2108543   90,310 0     SUPPORTS COMMUNITY-DRIVEN ORGANIZATIONS AND BUSINESSES IN IMPLEMENTING STRATEGIES TO INCREASE HEALTHY FOOD IN COMMUNITIES
(23) CIRCLE TIME DAYCARE CENTER
502 NEW EGYPT ROAD
LAKEWOOD,NJ08701 		82-5227294 501(C)(3) 20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(24) CITY OF PERTH AMBOY
260 HIGH STREET
PERTH AMBOY,NJ08861 		22-6002206   20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(25) COASTAL GEORGIA INDICATORS COALITION INC
110 EAST STATE STREET
SAVANNAH,GA31401 		47-2371766 501(C)(3) 30,000 0     SUSTAINING THE INVEST HEALTH NETWORK AND EXPANDING LEARNING TO OTHER SMALL TO MIDSIZE CITIES SO ALL RESIDENTS CAN LIVE MORE EQUITBLE, HEALTHIER LIVES
(26) COCOON CHILD CARE LLC
140 LEHIGH AVE
LAKEWOOD,NJ08701 		88-2392135   20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(27) COLUMINATE
PO BOX 6053
BRATTLEBORO,VT05302 		26-3075883   91,400 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(28) CUMBERLAND CAPE ATLANTIC YMCA
1159 EAST LANDIS AVENUE
VINELAND,NJ08360 		21-0635053 501(C)(3) 20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(29) DARE TO BE DIFFERENT LEARNING ACADEMY
7574 HAVERFORD AVENUE
PHILADELPHIA,PA19151 		82-1964280   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(30) DEAN'S EARLY EDUCATION ACADEMY
126 RUSCOMBE AVE
GLENSIDE,PA19038 		45-3536200   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(31) DORCHESTER COMMUNITY FOOD CO-OP
17 ASHMONT ST
DORCHESTER,MA02124 		45-4025795   200,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(32) DWELLING PLACE OF GRAND RAPIDS NPHC
101 SHELDON BLVD SE STE 2
GRAND RAPIDS,MI49503 		38-2313832   25,000 0     SUSTAINING THE INVEST HEALTH NETWORK AND EXPANDING LEARNING TO OTHER SMALL TO MIDSIZE CITIES SO ALL RESIDENTS CAN LIVE MORE EQUITBLE, HEALTHIER LIVES
(33) EMERSON GROCERY COOPERATIVE
310 WARNOCK ST
EMERSON,NE68733 		87-1044176   150,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(34) FAIRVIEW HEALTH SERVICES
2450 RIVERSIDE AVENUE
MINNEAPOLIS,MN55454 		41-0991680 501(C)(3) 33,000 0     SUSTAINING THE INVEST HEALTH NETWORK AND EXPANDING LEARNING TO OTHER SMALL TO MIDSIZE CITIES SO ALL RESIDENTS CAN LIVE MORE EQUITBLE, HEALTHIER LIVES
(35) FLIS MARKET LLC
S W MAIN ST
ERVING,MA01344 		85-1943696   110,766 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(36) FOOD HERO L3C
3331 W 26TH STREET
CHICAGO,IL60623 		46-5066814   60,076 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(37) GF BUCHE CO - BUCHE FOODS PINE RIDGE
102 S MAIN
WAGNER,SD57380 		46-0114875   150,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(38) GIGGL CHILDCARE LLC
400 BLVD OF THE AMERICAS
LAKEWOOD,NJ08701 		84-3819453   20,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(39) GLASSBORO BOARD OF EDUCATION
560 JOSEPH BOWE BLVD
GLASSBORO,NJ08028 		21-6000195   20,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(40) GOODWIN MORGAN WEST ACADEMY LLC
139 N 63RD STREET 1ST FLOOR
PHILADELPHIA,PA19139 		85-1326780   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(41) HEALTH COALITION OF PASSAIC COUNTY INC
810 MAIN STREET
PATERSON,NJ07503 		82-4011477 501(C)(3) 100,000 0     BUILDING HEALTHIER, MORE EQUITABLE COMMUNITIES (BHEC) IN NEW JERSEY
(42) HEALTH EDUCATION COUNCIL
3950 INDUSTRIAL BLVD SUITE 600
WEST SACRAMENTO,CA95691 		68-0249296   27,000 0     SUSTAINING THE INVEST HEALTH NETWORK AND EXPANDING LEARNING TO OTHER SMALL TO MIDSIZE CITIES SO ALL RESIDENTS CAN LIVE MORE EQUITBLE, HEALTHIER LIVES
(43) HONEYSUCKLE PROJECTS LLC
4142 PARRISH ST APT 2
PHILADELPHIA,PA19104 		85-1648316   30,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(44) INTERFAITH NEIGHBORS INC
810 FOURTH AVENUE
ASBURY PARK,NJ07712 		22-2896129   225,000 0     BUILDING HEALTHIER, MORE EQUITABLE COMMUNITIES (BHEC) IN NEW JERSEY
(45) JEFFERSON GROWERS ARTISANS AND PRODUCERS COALITION
100 W WASHINGTON ST
CHARLES TOWN,WV25414 		81-5406689   22,032 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(46) JOSEPH H FIRTH YOUTH CENTER
108 FLEMING DRIVE
PHILLIPSBURG,NJ08865 		22-1551929   10,516 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(47) KIDS WORLD
419 5TH ST
LAKEWOOD,NJ08701 		87-3038779   20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(48) KINDERCARE EDUCATION LLC
650 NE HOLLADAY SUITE SUITE 1400
PORTLAND,OR97232 		06-1097006   20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(49) KITSAP COMMUNITY FOOD CO-OP
421 PARK AVE
BREMERTON,WA98380 		27-0313905   21,188 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(50) KOREAN COMMUNITY DEVELOPMENT SERVICES CENTER - RISING SUN CHILDRENS CENTER
6055 N 5TH ST
PHILADELPHIA,PA19120 		23-2303766 501(C)(3) 319,695 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(51) KORTNEY O'DELL LLC
640 E 18TH STREET
KANSAS CITY,MO64108 		47-5679549   199,980 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(52) LAKESHORE DEPOT L3C
560 FERN PL
MARQUETTE,MI49855 		85-1019254   96,065 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(53) LAND-BASED JAWNS LLC
5736 ADDISON STREET
PHILADELPHIA,PA19143 		85-3071930   57,500 0     SUPPORTS COMMUNITY-DRIVEN ORGANIZATIONS AND BUSINESSES IN IMPLEMENTING STRATEGIES TO INCREASE HEALTHY FOOD IN COMMUNITIES
(54) LEARNING TOTS LLC
5650 HUNTER ST
PHILADELPHIA,PA19131 		82-0612051   7,500 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(55) LITTLE PEARLS ACADEMIC CENTER LLC
1547 N 54TH STREET
PHILADELPHIA,PA19131 		35-2473196   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(56) LITTLE PEOPLE CHILDCARE
140 LEHIGH AVE
LAKEWOOD,NJ08701 		82-0729724 501(C)(3) 10,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(57) LITTLE RIDDLE LLC
891 SOUTH SANDY HOOK RD
SHILOH,NC27974 		86-2269767   64,852 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(58) LOTS OF CARE LLC
763 RIVER AVENUE
LAKEWOOD,NJ08701 		82-2684876   20,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(59) MANCUSO FOODS LLC
4338 INDIAN HEAD HIGHWAY
INDIAN HEAD,MD20640 		82-4992800   45,638 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(60) MENOMONIE MARKET FOOD CO-OP
814 MAIN ST E
MENOMONIE,WI54751 		39-1274499   195,533 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(61) MONTE AZUL INC
PO BOX 531
MARICAO,PR00606 		66-0902532 501(C)(3) 12,190 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(62) MOUNT OLIVE BAPTIST CHURCH
260 CENTRAL AVE
HACKENSACK,NJ07601 		22-2578482 501(C)(3) 12,500 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(63) MOUNTAIN ENDEAVORS LLC
301 MAIN STREET
SALMON,ID83467 		84-4289812   97,072 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(64) NATURES GARDEN FOR VICTORY AND PEACE INC
1370 COUNTY ROAD 36
TUSKEGEE,AL36083 		81-2945569 501(C)(3) 100,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(65) NEW COMMUNITY CORPORATION
233 WEST MARKET STREET
NEWARK,NJ07103 		22-1911104   50,000 0     BUILDING HEALTHIER, MORE EQUITABLE COMMUNITIES (BHEC) IN NEW JERSEY
(66) NEW JERSEY BREASTFEEDING COALITION INC
90 MARCELLUS AVENUE
MANASQUAN,NJ08736 		22-3462845   40,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(67) NEW VENTURE ADVISORS LLC
630 W WRIGHTWOOD AVE 5W
CHICAGO,IL60614 		27-1433311   20,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(68) NO DIRT FARMS LLC
2170 DUTCH RD
FAIRVIEW,PA16415 		82-5425442   6,600 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(69) NOAH'S ARK SUMMER DEVELOPMENT PROGRAM
384 HAYNES STREET
HACKENSACK,NJ07601 		47-4378596 501(C)(3) 14,500 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(70) NOLI CDC
714 N LIMESTONE STREET UNIT B
LEXINGTON,KY40508 		46-2090782   97,540 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(71) NORTH PHILLY PEACE PARK OF CULTURETRUST GREATER PHILADELPHIA
1315 WALNUT STREET SUITE 320
PHILADELPHIA,PA19107 		46-3109411   20,000 0     SUPPORTS COMMUNITY-DRIVEN ORGANIZATIONS AND BUSINESSES IN IMPLEMENTING STRATEGIES TO INCREASE HEALTHY FOOD IN COMMUNITIES
(72) NORTHWIND NATURAL FOODS CO-OP
116 S SUFFOLK ST
IRONWOOD,MI49938 		38-2277420   135,745 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(73) OASIS FRESH FOUNDATION
1725 N PEORIA AVE
TULSA,OK74106 		86-3340212 501(C)(3) 45,111 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(74) OPEN HARVEST COOPERATIVE
1618 SOUTH STREET
LINCOLN,NE68502 		20-3482831   54,367 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(75) OUR VILLAGE GARDENS
4632 N TRENTON AVENUE
PORTLAND,OR97203 		85-3985259 501(C)(3) 56,364 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(76) PALESTINIAN AMERICAN COMMUNITY CENTER
388 LAKEVIEW AVE
CLIFTON,NJ07011 		46-5270907 501(C)(3) 50,525 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(77) PARKSIDE BUSINESS & COMMUNITY IN PARTNERSHIP INC
1487 KENWOOD AVENUE
CAMDEN,NJ08103 		22-3242446 501(C)(3) 225,000 0     BUILDING HEALTHIER, MORE EQUITABLE COMMUNITIES (BHEC) IN NEW JERSEY
(78) PEE WEE PREP EDUCATIONAL CENTER INC
251 N 56TH STREET
PHILADELPHIA,PA19139 		23-2724254 501(C)(3) 97,313 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(79) PHILADELPHIA ORCHARD PROJECT INC
4000 WOODLAND AVENUE
PHILADELPHIA,PA19104 		26-1075823 501(C)(3) 38,000 0     FUNDS TO HELP GRANTEES PAY COSTS RELATED TO ADMINSITRATION OF PHILADELPHIA FOOD JUSTICE INITIATIVE PROGRAM
(80) PROJECT NEW VILLAGE
6315 IMPERIAL AVENUE SUITE 101
SAN DIEGO,CA92114 		27-1306157 501(C)(3) 200,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(81) PROMISE & POSSIBILITIES LEARNING ACADEMY LLC
5920 ADDISON STREET
PHILADELPHIA,PA19143 		45-3162777   12,250 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(82) PROSPERITY COLLECTIVE LLC
245 N RIDGEWOOD PL 102
LOS ANGELES,CA90004 		85-3316714   50,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(83) ROSEBIRD GARDENS LLC
3248 N THUNDERBIRD CANYON RD
KINGMAN,AZ86409 		85-0688898   92,316 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(84) SAMUEL NEWMAN - LITTLE RED BOX
2901 BAMMEL LANE NO 30
HOUSTON,TX77098 		84-4683751   44,544 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(85) SHARE COOPERATIVE
603 PETERS CREEK PARKWAY
WINSTONSALEM,NC27103 		81-1503560   168,027 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(86) SOUTHSHIRE MEATS LLC
139 SHIELDS DRIVE
BENNINGTON,VT05201 		85-1304571   39,418 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(87) SPECTRUM HEALTH FOUNDATION
100 MICHIGAN STREET NE
GRAND RAPIDS,MI49503 		38-2752328 501(C)(3) 31,050 0     SUSTAINING THE INVEST HEALTH NETWORK AND EXPANDING LEARNING TO OTHER SMALL TO MIDSIZE CITIES SO ALL RESIDENTS CAN LIVE MORE EQUITBLE, HEALTHIER LIVES
(88) SPROUTING FARMS CORP
4661 SR 3 12
TALCOTT,WV24981 		81-3566706 501(C)(3) 5,578 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(89) SULLIVAN COUNTRY STORE LLC
140 ROUTE 9
SULLIVAN,NH03445 		85-3933619   66,704 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(90) TACOMA FARMERS MARKET
902 MARKET ST
TACOMA,WA98402 		91-1647227 501(C)(3) 7,114 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(91) TAOS FOOD COOPERATIVE
314 PASEO DEL PUEBLO NORTE
TAOS,NM87571 		45-4786308 501(C)(3) 85,057 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(92) THE COMMUNITY BUILDERS INC
185 DARTMOUTH STREET SUITE 900
BOSTON,MA02116 		04-2324773 501(C)(3) 200,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(93) THE HOUSING FELLOWSHIP
322 EAST 2ND ST
IOWA CITY,IA52240 		42-1362432 501(C)(3) 26,950 0     SUSTAINING THE INVEST HEALTH NETWORK AND EXPANDING LEARNING TO OTHER SMALL TO MIDSIZE CITIES SO ALL RESIDENTS CAN LIVE MORE EQUITBLE, HEALTHIER LIVES
(94) THE KIDS PALACE II
85 WHITTLESEY AVENUE
WEST ORANGE,NJ07052 		81-4601632   10,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(95) THE MAGIC YEARS LLC
36 W CHELTEN AVE
PHILADELPHIA,PA19144 		81-5188439   232,992 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(96) THE MARKS TRADING COMPANY LLC
4921 HUNT RD
ADRIAN,MI49221 		82-4335709   19,773 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(97) THE MARMATON MARKET INC
129 W RANDOLPH ST
MORAN,KS66755 		82-2160281   86,618 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(98) THE NILES FOUNDATION
9415 CULVER BLVD 35
CULVER CITY,CA90232 		84-2828959   36,144 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(99) THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
PO BOX 9
ALBANY,NY12201 		14-1368361 501(C)(3) 107,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(100) TINY TOTS CHILDCARE DEVELOPMENT HOME LLC
2419 17TH ST SE
WASHINGTON,DC20020 		80-0148878   61,840 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN DC
(101) TRE'ANA'S LITTLE CASTLE DAYCARE INC
6601 CHEW AVENUE
PHILADELPHIA,PA19119 		30-0332856   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(102) TRI-STATE LOCAL FOODS INC
555 14TH STREET WEST
HUNTINGTON,WV25704 		45-5212352   51,940 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(103) TURNING PAIGE'S ISLAMIC LEARNING CENTER
27 S 60TH STREET
PHILADELPHIA,PA19139 		46-0769068   10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(104) UGROW INC
3707 2ND AVENUE SUITE 114
COLUMBUS,GA31904 		82-2615530 501(C)(3) 26,788 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(105) UNION TOWNSHIP COMMUNITY ACTION ORG
2410 SPRINGFIELD AVENUE
VAUXHALL,NJ07088 		22-1833858 501(C)(3) 10,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(106) UNITED WAY OF NORTHERN NEW JERSEY
222 RIDGEDALE AVE
CEDAR KNOLLS,NJ07927 		22-1487247   30,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(107) UPLIFT- UNITED PEOPLES LEARNING INITIATIVE FOR TOMORROW
5652 WINDSOR AVE
PHILADELPHIA,PA19143 		47-1364564 501(C)(3) 10,000 0     WILL HELP PAY FOR COSTS ASSOCIATED WITH ENROLLING AND PARTICIPATING IN FEDERAL CHILD AND ADULT CARE FOOD PROGRAMS
(108) URBAN CREATORS
2315 N 11TH STREET
PHILADELPHIA,PA19133 		46-4004947   70,000 0     SUPPORTS COMMUNITY-DRIVEN ORGANIZATIONS AND BUSINESSES IN IMPLEMENTING STRATEGIES TO INCREASE HEALTHY FOOD IN COMMUNITIES
(109) URBAN GIVING TREE LLC
5035 N WARNOCK ST
PHILADELPHIA,PA19141 		83-2956941   35,340 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(110) URBAN HARVEST INC
3302 CANAL STREET
HOUSTON,TX77003 		76-0501430   91,219 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(111) URBAN LEAGUE OF ESSEX COUNTY
508 CENTRAL AVENUE
NEWARK,NJ07107 		22-1554540 501(C)(3) 175,000 0     BUILDING HEALTHIER, MORE EQUITABLE COMMUNITIES (BHEC) IN NEW JERSEY
(112) URBAN TREE CONNECTION
1445 N 52ND STREET
PHILADELPHIA,PA19131 		23-2889697   80,000 0     SUPPORTS COMMUNITY-DRIVEN ORGANIZATIONS AND BUSINESSES IN IMPLEMENTING STRATEGIES TO INCREASE HEALTHY FOOD IN COMMUNITIES
(113) VALLEY FOODS COOPERATIVE
PO BOX 133
LYNCH,NE68746 		86-3593006   88,020 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(114) VFF PRODUCE LLC
5623 AMOS REEDER RD
BOONSBORO,MD21713 		84-2583147   40,157 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(115) WEAVERS WAY COOP
559 CARPENTER LANE
PHILADELPHIA,PA19119 		23-1887890   55,802 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(116) WEST GEORGIA FARMERS COOPERATIVE
PO BOX 443
HAMILTON,GA31811 		45-2836991   11,987 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(117) WONDERSPRING
201 SABINE AVENUE
NARBERTH,PA19072 		23-1676836 501(C)(3) 223,425 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
(118) WRIGHT'S MARKETS INC
603 PLEASANT DRIVE
OPELIKA,AL36801 		51-0436165   200,000 0     FUNDING TO EXPAND OR PRESERVE THE AVAILABILITY OF STAPLE AND PERISHABLE FOODS IN UNDERSERVED AREAS WITH LOW AND MODERATE INCOME POPULATIONS BY MAINTAINING OR INCREASING THE NUMBER OF RETAIL OUTLETS THAT OFFER AN ASSORTMENT OF PERISHABLE AND STAPLE FOODS IN THOSE AREAS
(119) YMCA CAMP RALPH S MASON INC
23 BIRCH RIDGE ROAD
HARDWICK,NJ07825 		22-1625643   20,000 0     PROVIDES GRANT FUNDING TO PROGRAMS AIMING TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING MEALS IN CHILDCARE AND COMMUNITY-BASED SETTINGS
(120) YOUNG MEN'S CHRISTIAN ASSOCIATION OF PATERSON
128 WARD STREET
PATERSON,NJ07505 		22-1487389 501(C)(3) 10,000 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS
(121) YOUR CHILD'S WORLD LEARNING CENTER
2406 S 71ST STREET
PHILADELPHIA,PA19142 		56-2494900 501(C)(3) 311,430 0     PROVIDING FUNDING TO CHILD CARE PROVIDERS IN PHILADELPHIA
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
39
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
82
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: APPLICATIONS FOR GRANTS ARE RECEIVED AND PROCESSED BY THE APPLICABLE PROGRAM MANAGER. ONCE APPROVED, GRANT DISBURSEMENTS ARE PROCESSED BY THE FINANCE DEPARTMENT. ONGOING COMPLIANCE WITH THE GRANT TERMS ARE MONITORED AND MAINTAINED BY THE APPLICABLE PROGRAM MANAGER AND THE FINANCE DEPARTMENT.
Schedule I (Form 990) 2022



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1DONALD HINKLE-BROWN
PRESIDENT & CEO 		(i)

(ii)		 434,418
-------------
0 		146,893
-------------
0 		111,372
-------------
0 		22,883
-------------
0 		22,238
-------------
0 		737,804
-------------
0 		42,120
-------------
0
2MICHAEL M CRIST
EVP & CFO 		(i)

(ii)		 305,139
-------------
0 		74,628
-------------
0 		6,015
-------------
0 		51,633
-------------
0 		27,183
-------------
0 		464,598
-------------
0 		0
-------------
0
3NANCY WAGNER-HISLIP
CHIEF INVESTMENT OFFICER 		(i)

(ii)		 260,120
-------------
0 		63,905
-------------
0 		4,310
-------------
0 		51,633
-------------
0 		27,609
-------------
0 		407,577
-------------
0 		0
-------------
0
4CHEILA FERNANDEZ
COO & CORPORATE SECRETARY 		(i)

(ii)		 255,890
-------------
0 		55,051
-------------
0 		1,784
-------------
0 		58,300
-------------
0 		17,339
-------------
0 		388,364
-------------
0 		0
-------------
0
5M AMANDA HIGH
CHIEF IMPACT, DEV. & INNOV. OFF. 		(i)

(ii)		 265,400
-------------
0 		63,905
-------------
0 		13,812
-------------
0 		18,300
-------------
0 		9,570
-------------
0 		370,987
-------------
0 		0
-------------
0
6IRA GOLDSTEIN
PRESIDENT OF POLICY SOLUTIONS 		(i)

(ii)		 222,789
-------------
0 		53,045
-------------
0 		867
-------------
0 		46,602
-------------
0 		21,646
-------------
0 		344,949
-------------
0 		0
-------------
0
7TRACY MURRAY MOORE
CHIEF HUMAN RESOURCES OFFICER 		(i)

(ii)		 212,667
-------------
0 		43,196
-------------
0 		2,381
-------------
0 		55,577
-------------
0 		9,715
-------------
0 		323,536
-------------
0 		0
-------------
0
8CHRISTINA SZCZEPANSKI
MANAGING DIR, FIN. & PORT. MGMT. 		(i)

(ii)		 210,944
-------------
0 		27,430
-------------
0 		825
-------------
0 		44,415
-------------
0 		27,183
-------------
0 		310,797
-------------
0 		0
-------------
0
9KAREEM THOMAS
MANAGING DIR, CREDIT & PORT. MGMT. 		(i)

(ii)		 188,592
-------------
0 		17,394
-------------
0 		770
-------------
0 		42,970
-------------
0 		27,709
-------------
0 		277,435
-------------
0 		0
-------------
0
10TRACY PETROFSKY
MANAGING DIR. OF OPS (AS OF 11/22) 		(i)

(ii)		 191,194
-------------
0 		29,356
-------------
0 		772
-------------
0 		21,658
-------------
0 		21,646
-------------
0 		264,626
-------------
0 		0
-------------
0
11SARA VERNON STERMAN
CHIEF PROGRAMS OFFICER 		(i)

(ii)		 186,255
-------------
0 		39,837
-------------
0 		11,550
-------------
0 		14,423
-------------
0 		85
-------------
0 		252,150
-------------
0 		0
-------------
0
12TIMOTHY GILLESPIE
TREASURER 		(i)

(ii)		 155,959
-------------
0 		23,980
-------------
0 		653
-------------
0 		26,550
-------------
0 		27,183
-------------
0 		234,325
-------------
0 		0
-------------
0
13CAROLINE ROSCH
MANAGING DIR, PORT. STRATEGY & OPS. 		(i)

(ii)		 125,877
-------------
0 		24,019
-------------
0 		18,699
-------------
0 		10,342
-------------
0 		28,375
-------------
0 		207,312
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4B THE REINVESTMENT FUND, INC. HAS ESTABLISHED A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) FOR A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES OF TRF. THE AMOUNT OF A PARTICIPANT'S EMPLOYER CONTRIBUTION, AND THE DATE ON WHICH THE EMPLOYER CONTRIBUTION IS CONTRIBUTED AND CREDITED TO HIS OR HER ACCOUNT, WILL BE SET FORTH IN THE CONTRIBUTION NOTICE FOR THAT PLAN YEAR. ALL ACCRUED DEFERRED COMPENSATION SHALL VEST AND BE PAYABLE (I) ON THE DATE THE PARTICIPANT ATTAINS NORMAL RETIREMENT AGE, PROVIDED THAT THE PARTICIPANT CONTINUES TO BE AN EMPLOYEE ON THAT DATE, (II) AFTER SEVERANCE OF EMPLOYMENT DUE TO PARTICIPANT'S DISABILITY OR TERMINATION BY TRF WITHOUT CAUSE, OR (III) IN ACCORDANCE WITH THE VESTING SCHEDULE SET FORTH IN THE CONTRIBUTION NOTICE PROVIDED TO THE PARTICIPANT FOR THAT EMPLOYER CONTRIBUTION. THE FOLLOWING AMOUNTS VESTED IN 2022 AND ARE REPORTED IN PART II, COLUMN (B)(III): DONALD HINKLE-BROWN $62,956 THE FOLLOWING AMOUNT WAS CONTRIBUTED TO THE 457(F) PLAN IN 2022 AND IS REPORTED IN PART II, COLUMN (C): CHEILA FERNANDEZ $40,000 TRACY MURRAY MOORE $40,000 MICHAEL CRIST $33,333 NANCY WAGNER-HISLIP $33,333 CHRISTINA SZCZEPANSKI $30,000 IRA GOLDSTEIN $30,000 KAREEM THOMAS $30,000 TIMOTHY GILLESPIE $15,000 TRACY PETROFSKY $15,000 DONALD HINKLE-BROWN $4,583 A 457(F) PARTICIPANT WILL FORFEIT THE PORTION OF HIS OR HER ACCOUNT THAT IS NOT VESTED AS OF THE DATE HE OR SHE INCURS A SEVERANCE FROM EMPLOYMENT WITH REINVESTMENT FUND. MICHAEL CRIST TERMINATED EMPLOYMENT 5/31/2023 AND NANCY WAGNER-HISLIP TERMINATED EMPLOYMENT 8/31/2023. THE PARTICIPANTS WILL FORFEIT THE CONTRIBUTIONS SCHEDULED TO VEST 12/31/2024 AS SET FORTH IN THEIR CONTRIBUTION NOTICES.
PART I, LINE 7 THE COMPENSATION COMMITTEE, ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE RF BOARD, APPROVED THE THREE TIERS OF THE DISCRETIONARY BONUS POOL THAT WERE AWARDED BY MANAGERS' RECOMMENDATION AND CEO APPROVAL. THE COMMITTEE ALSO REVIEWED AND CONCURRED WITH THE INCENTIVE COMPENSATION AWARDS RECOMMENDED BY THE CEO FOR THE SENIOR MANAGEMENT TEAM IN THE HIGHEST PERFORMANCE TIER IN ACCORDANCE WITH THEIR DUTIES UNDER IRS INTERMEDIATE SANCTIONS. FURTHER, THE COMPENSATION COMMITTEE ALSO APPROVED A 2022 BONUS FOR THE CEO, WHICH WAS DETERMINED BY THE COMMITTEE INDEPENDENTLY OF THE CEO. THESE COMPENSATION DECISIONS WERE ALSO REVIEWED WITH THE ENTIRE BOARD MEMBERSHIP.
Schedule J (Form 990) 2022

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Return Reference Explanation
FORM 990, PART III, LINE 2 CAPACITY BUILDING & CAPITAL ACCESS: USES GRANTS AND TECHNICAL ASSISTANCE TO MAKE ACCESS TO CAPITAL MORE EQUITABLE FOR LOW-WEALTH INDIVIDUALS AND COMMUNITIES, PARTICULARLY IN THE AREAS OF EARLY CHILDHOOD EDUCATION, FOOD AND SOCIAL DETERMINANTS OF HEALTH.
FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ENGAGED OUR INDEPENDENT ACCOUNTANTS RSM US LLP TO PREPARE FORM 990 IN ACCORDANCE WITH OUR AUDITED FINANCIAL STATEMENTS. THE FORM 990 IS THEN REVIEWED BY MANAGEMENT, THE REINVESTMENT FUND, INC.'S AUDIT COMMITTEE (WHICH IS A SUB-COMMITTEE OF THE FULL BOARD WITH FISCAL AND FIDUCIARY OVERSIGHT) AND IS MADE AVAILABLE TO THE FULL GOVERNING BODY, PRIOR TO THE SUBMISSION OF THE 990.
FORM 990, PART VI, SECTION B, LINE 12C CURRENTLY A COMPREHENSIVE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO ALL BOARD AND COMMITTEE MEMBERS, AS WELL AS TO THE EXECUTIVE TEAM. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S CORPORATE SECRETARY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED AND MONITORED BY THE CORPORATE SECRETARY, AS WELL AS OUTSIDE COUNSEL AS DEEMED APPROPRIATE, AND ANY POTENTIAL CONFLICTS ARE COMMUNICATED TO THE ORGANIZATION'S CEO AND AUDIT COMMITTEE (GOING FORWARD THE CONFLICTS WILL ALSO BE COMMUNICATED TO THE BOARD).
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S CEO THROUGH A VARIETY OF SOURCES, INCLUDING COMPETITOR DATA AND SURVEYS. ADDITIONALLY, EVERY COUPLE OF YEARS THE ORGANIZATION ENGAGES THE SERVICES OF AN INDEPENDENT CONSULTANT TO PROVIDE AN OPINION ON THE REASONABLENESS OF THE COMPENSATION PLAN FOR THE CEO AND SENIOR MANAGEMENT USING COMPARATIVE DATA AND SURVEY DATE. THE OPINION LETTER FOR THE CEO AND SENIOR MANAGEMENT COMPENSATION IS SENT DIRECTLY TO THE CHAIRMAN OF THE BOARD. THE ORGANIZATION HAD THIS SERVICE AND OPINION LETTER PERFORMED IN 2021.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, FORM(S) 1023, 990 & 990T AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). AVAILABILITY IS MADE THROUGH ITS OFFICES AT 1700 MARKET STREET, 19TH FLOOR, PHILADELPHIA, PA 19103. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART IV, LINE 26: THE ORGANIZATION OFFERS PROMISSORY NOTES TO THE GENERAL PUBLIC THROUGH A PROSPECTUS OFFERING REGISTERED WITH THE PENNSYLVANIA DEPARTMENT OF BANKING AND SECURITIES. THE TERMS AND CONDITIONS OF THE PROMISSORY NOTES ARE SET BY THE PROSPECTUS AND ARE THE SAME FOR EVERYONE. THE PROSPECTUS IS AVAILABLE TO THE GENERAL PUBLIC, INCLUDING BOARD MEMBERS, OFFICERS AND EMPLOYEES OF THE ORGANIZATION. AT YEAR END, VOTING BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION HAD LOANS OUTSTANDING UNDER THE PROSPECTUS. BASED ON GUIDANCE, PROVIDED FROM THE IRS, REGARDING DEBT OFFERED ON THE SAME TERMS AS OFFERED TO THE GENERAL PUBLIC, WE HAVE ANSWERED THIS QUESTION AS "NO AND DID NOT COMPLETE SCHEDULE L. AS PART OF OUR PROMISSORY NOTE PROGRAM, OUR DIRECTORS, OFFICERS, TRUSTEE, ETC MAKE UP $174,110 OF OUR PROMISSORY NOTE PROGRAM OF $27,807,248. THE ORGANIZATION ISSUED $50,935,000 AND $75,735,000 OF BONDS TO PURSUANT TO THE TERMS OF AN INDENTURE OF TRUST DATED APRIL 1, 2017 AND SEPTEMBER 1, 2018, RESPECTIVELY. NEITHER THE SECURITIES AND EXCHANGE COMMISSION NOR ANY STATE SECURITIES COMMISSION HAS APPROVED OR DISAPPROVED OF THE BONDS. THE TERMS AND CONDITIONS OF THE BONDS ARE SET BY THE INDENTURE AND ARE THE SAME FOR ALL BONDHOLDERS. THE BONDS ARE AVAILABLE TO THE GENERAL PUBLIC, INCLUDING BOARD MEMBERS, OFFICERS AND EMPLOYEEES OF THE ORGANIZATION. TRADING AND SALES OF THE BONDS ARE NOT REPORTED TO THE ORGANIZATION AND THEREFORE THE ORGANIZATION CANNOT CLAIM KNOWLEDGE OF OR REPORT ON THE HOLDINGS OF ANY INDIVIDUAL OR INSTITUTION AS OF ANY SPECIFIC DATE. THIS INCLUDES THE AMOUNT THAT MAY BE HELD BY VOTING BOARD MEMBERS AND OFFICERS OF THE ORGANIZATION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
THE REINVESTMENT FUND INC
 
Employer identification number

23-2331946
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) TRF EDUCATION FUNDING LLC
1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
23-2331946 		INVESTMENT IN CHARTER SCHOOL FINANCING DE 18,609 256,511 THE REINVESTMENT FUND INC
 
(2) TRF NMTC FUND LLC
1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
02-0730746 		INVESTMENT IN NMTC PARTNERSHIPS DE -1,296 74,725 THE REINVESTMENT FUND INC
 
(3) RF CLEAN ENERGY FUND I LLC
1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
82-3946180 		INVESTMENT IN CLEAN ENERGY PA 740,187 6,534,570 THE REINVESTMENT FUND INC
 
(4) REINVESTMENT I LLC
1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
27-2769688 		OREO PA 0 0 THE REINVESTMENT FUND INC
 
(5) REINVESTMENT III LLC
1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
27-2781162 		OREO PA 0 0 THE REINVESTMENT FUND INC
 
(6) REINVESTMENT IV LLC
1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
27-2781284 		OREO PA 0 0 THE REINVESTMENT FUND INC
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)COLLABORATIVE LENDING INITIATIVE INC
1700 MARKET STREET 19TH FLOOR

PHILADELPHIA,PA19103
23-2765410 		LENDING AND COMMUNITY INVESTING PA 501(C)(3) LINE 12A, I THE REINVESTMENT FUND INC
 
Yes
 
(2)TRF ENTERPRISE FUND INC
1700 MARKET STREET 19TH FLOOR

PHILADELPHIA,PA19103
23-3010796 		LENDING AND COMMUNITY INVESTING PA 501(C)(3) LINE 12A, I THE REINVESTMENT FUND INC
 
Yes
 
(3)TRF PRIVATE EQUITY INC
1700 MARKET STREET 19TH FLOOR

PHILADELPHIA,PA19103
31-1481669 		PRIVATE EQUITY PA 501(C)(3) LINE 12A, I THE REINVESTMENT FUND INC
 
Yes
 
(4)RF IMPACT ADVISERS INC
1700 MARKET STREET 19TH FLOOR

PHILADELPHIA,PA19103
82-2572776 		LENDING AND COMMUNITY INVESTING PA 501(C)(4)   THE REINVESTMENT FUND INC
 
Yes
 






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) OH BEL-AIR PARTNERS LP

150 S INDEPENDENCE MALL WEST ST 102
PHILADELPHIA,PA19106
20-0459281 		REDEVELOPMENT ACTIVITIES INCLUDING RENTAL FACILITIES PA N/A
 RELATED -36,383 771,880   No     No 80.250 %
(2) OH CHELTEN PARTNERS LP

150 S INDEPENDENCE MALL WEST ST 102
PHILADELPHIA,PA19106
20-0459342 		REDEVELOPMENT ACTIVITIES INCLUDING RENTAL FACILITIES PA N/A
 RELATED -8,149 616,946   No     No 80.250 %
(3) FSCLF HOLDING LLC

100 W 10TH STREET SUITE 300
WILMINGTON,DE19801
45-3833176 		HOLDING COMPANY DE N/A
 RELATED -48,605 214,942   No     No 50.000 %
(4) HEALTHCO PARTICIPANT LLC

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
46-4147984 		LOAN ADMINISTRATION PA N/A
 RELATED -7,945     No     No  
(5) TRF NMTC FUND XXXII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
46-5308492 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED       No   Yes    
(6) TRF NMTC FUND XXXIII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
46-5324801 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 5     No   Yes    
(7) TRF NMTC FUND XXXIV LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-3965002 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 4     No   Yes    
(8) TRF NMTC FUND XXXV LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-3977872 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 6 4,650   No   Yes   0.010 %
(9) TRF NMTC FUND XXXVI LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-3993802 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 26     No   Yes    
(10) TRF NMTC FUND XXXVII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-4004216 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 25     No   Yes    
(11) TRF NMTC FUND XXXVIII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-4010887 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 36     No   Yes    
(12) TRF NMTC FUND XXXIX LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-4494692 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 4     No   Yes    
(13) TRF NMTC FUND XLII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3528194 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 12 6,069   No   Yes   0.010 %
(14) TRF NMTC FUND XLIII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3541701 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 4 4,134   No   Yes   0.010 %
(15) TRF NMTC FUND XLIV LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3554206 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 5 4,133   No   Yes   0.010 %
(16) TRF NMTC FUND XLV LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3565200 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 6 11,476   No   Yes   0.010 %
(17) TRF NMTC FUND XLVII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3591466 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 9 7,751   No   Yes   0.010 %
(18) TRF NMTC FUND XLVIII LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3612337 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 10 6,038   No   Yes   0.010 %
(19) TRF NMTC FUND XLIX LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3618077 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 6 4,393   No   Yes   0.010 %
(20) TRF NMTC FUND L LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3638515 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 11 7,468   No   Yes   0.010 %
(21) DOMESTIC SMALL CAP PAY FOR SUCCESS FUND I LP - CLASS A

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
82-3400647 		LOAN ADMINISTRATION PA RF IMPACT ADVISERS INC
  		RELATED 3,805 37,934   No     No 2.820 %
(22) DOMESTIC SMALL CAP PAY FOR SUCCESS FUND I LP - CLASS B

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
82-3400647 		LOAN ADMINISTRATION PA RF IMPACT ADVISERS INC
  		RELATED 14,259 252,144   No     No 13.120 %
(23) CDFI COALITION REVOLVING FUND LLC

229 PEACHTREE STREET NE SUITE 705
ATLANTA,GA30303
83-4575393 		LOAN ADMINISTRATION GA N/A
 RELATED -4,815 1,626,860   No     No 20.000 %
(24) RFIA IMPACT ACCELERATOR BRIDGE LOAN FUND I LLC

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
84-4167433 		LOAN ADMINISTRATION PA RF IMPACT ADVISERS INC
  		RELATED 232,174 1,101,959   No     No 28.810 %
(25) TRF NMTC FUND 51 LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
85-3018121 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 15 1,810   No   Yes   0.010 %
(26) TRF NMTC FUND 52 LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
85-3028683 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 29 16,207   No   Yes   0.010 %
(27) TRF NMTC FUND 53 LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
85-3051203 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 4 6,751   No   Yes   0.010 %
(28) TRF NMTC FUND 54 LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
85-3076004 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 8 3,084   No   Yes   0.010 %
(29) TRF NMTC FUND 55 LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
85-3091480 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 16 4,393   No   Yes   0.010 %
(30) TRF NMTC FUND 56 LP

1701 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19104
85-3121827 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 1 2,325   No   Yes   0.010 %
(31) TRF NMTC FUND 57 LP

1702 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19105
85-3138683 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 5 4,133   No   Yes   0.010 %
(32) TRF NMTC FUND 58 LP

1703 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19106
85-3159074 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 7 4,134   No   Yes   0.010 %
(33) TRF NMTC FUND 59 LP

1704 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19107
85-3181797 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 11 4,134   No   Yes   0.010 %
(34) TRF NMTC FUND 60 LP

1705 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19108
85-3200981 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 3 2,713   No   Yes   0.010 %
(35) TRF NMTC FUND 61 LP

1706 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19109
87-2420871 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 1 10,801   No   Yes   0.010 %
(36) TRF NMTC FUND 62 LP

1707 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19110
87-2465204 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 3 3,101   No   Yes   0.010 %
(37) TRF NMTC FUND 63 LP

1708 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19111
87-2484947 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED 1 1,550   No   Yes   0.010 %
(38) TRF NMTC FUND 64 LP

1709 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19112
87-2507322 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		RELATED   4,220   No   Yes   0.010 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) POLICYMAP INC

1315 WALNUT STREET SUITE 1500
PHILADELPHIA,PA19107
82-3099310 		ON-LINE DATA ANALYSIS AND MAPPING TOOL THAT PROVIDES BROAD ACCESS TO DATA PA THE REINVESTMENT FUND INC
  		C -453,300 1,997,921 89.460 % Yes  
(2) TRF NMTC FUND XLI LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-4512588 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		C 3 801 0.010 %   No
(3) TRF NMTC FUND XL LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
47-4504195 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		C 3 551 0.010 %   No
(4) TRF NMTC FUND XLVI LP

1700 MARKET STREET 19TH FLOOR
PHILADELPHIA,PA19103
81-3577344 		REDEVELOPMENT ACTIVITIES PA TRF NMTC FUND LLC
  		C 4 851 0.010 %   No
(5)  

 
 
     
        Yes  




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) POLICYMAP INC

 O 90,600 CASH TRANSFER
(2) POLICYMAP INC

 Q 765,200 CASH TRANSFER
(3) POLICYMAP INC

 R 6,000 CASH TRANSFER
(4) POLICYMAP INC

 B 580,750 CASH TRANSFER
(5) RF IMPACT ADVISERS INC

 O 152,264 CASH TRANSFER
(6) RF IMPACT ADVISERS INC

 L 38,709 CASH TRANSFER
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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