Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Nia Community Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

45-5624662
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,659,955
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 22,184 22,184  
4 Dividends and interest from securities... 124,848 124,848  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,926
b Gross sales price for all assets on line 6a 361,351
7 Capital gain net income (from Part IV, line 2)... 67,926
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 464,958 214,958  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 27,646 4,796    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 32,769 1,589   31,180
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,415 6,385   31,180
25 Contributions, gifts, grants paid....... 383,250 383,250
26 Total expenses and disbursements. Add lines 24 and 25 443,665 6,385   414,430
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,293
b Net investment income (if negative, enter -0-) 208,573
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 767,452 893,258 893,258
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,049,672 Click to see attachment
List of Attached Documents:
// Content
8,950,159
9,754,218
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,500 Click to see attachment
List of Attached Documents:
// Content
12,500
12,479
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,829,624 9,855,917 10,659,955
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 9,829,624 9,855,917
29 Total net assets or fund balances (see instructions)..... 9,829,624 9,855,917
30 Total liabilities and net assets/fund balances (see instructions). 9,829,624 9,855,917
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,829,624
2
Enter amount from Part I, line 27a .....................
2
21,293
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
9,855,917
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,855,917
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 361,351   293,425 67,926
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       67,926
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 67,926
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,899
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,899
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,899
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 101
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow101 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Kristin Hull Pres, Dir, Sec
10.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,518,196
b
Average of monthly cash balances.......................
1b
776,912
c
Fair market value of all other assets (see instructions)................
1c
12,479
d
Total (add lines 1a, b, and c).........................
1d
10,307,587
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,307,587
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
154,614
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,152,973
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
507,649
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
507,649
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,899
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,899
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
504,750
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
509,750
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
509,750
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
414,430
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
414,430
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 509,750
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 155,097
b From 2019...... 2,948
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 158,045
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 414,430
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2023 distributable amount..... 414,430
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 95,320 95,320
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 62,725
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
59,777
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
2,948
10 Analysis of line 9:
a Excess from 2019.... 2,948
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Kristin Hull
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AARON JUDGE ALL RISE FOUNDATION

628 LINCOLN CTR
STOCKTON,CA95207
N/A PC General & Unrestricted 1,000

ALABAMA ARISE

400 SOUTH UNION ST
MONTGOMERY,AL36104
N/A PC General & Unrestricted 200

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K ST NW
WASHINGTON,DC20006
N/A PC Women & Money fund 5,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221
N/A PC General & Unrestricted 1,000

AMERICAN RIVERS INC

1101 14TH ST NW STE 1400
WASHINGTON,DC20005
N/A PC General & Unrestricted 12,000

ARCHDIOCESE OF NEWARK

171 CLIFTON AVE
NEWARK,NJ07104
N/A PC RJI in c/o Investor Advocates for Social Justice pROGRAM 2,500

AS YOU SOW

PO BOX 751
BERKELEY,CA94701
N/A PC Proxy Preview 5,000

AS YOU SOW

PO BOX 751
BERKELEY,CA94701
N/A PC Charitable Event 5,000

B LAB COMPANY

PO BOX 37635
PHILADELPHIA,PA19101
N/A PC Charitable Event 10,000

BACKBONE CAMPAIGN

PO BOX 278
VASHON,WA98070
N/A PC General & Unrestricted 2,500

BAY AREA WOMEN LEADERS NETWORK

1947 VISTA CAUDAL
NEWPORT BEACH,CA92660
N/A PC Charitable Event 10,000

BAY AREA WOMEN LEADERS NETWORK

1947 VISTA CAUDAL
NEWPORT BEACH,CA92660
N/A PC Charitable Event 10,000

BOYS & GIRLS CLUBS IN INDIAN COUNTRY INC

1275 PEACHTREE ST NE
ATLANTA,GA30309
N/A PC General & Unrestricted 2,500

BRIDGE

17 MAIN ST STE 2
LEE,MA01238
N/A PC General & Unrestricted 5,000

BROKEN TO PRICELESS

5162 FELICIA AVE
LIVERMORE,CA94550
N/A PC General & Unrestricted 1,000

CELEBRATION NATION INC

3031 TISCH WAY 110 PLZ WEST
SAN JOSE,CA95128
N/A PC General & Unrestricted 400

CITY SURF PROJECT INC

400 TREAT AVE STE G
SAN FRANCISCO,CA94110
N/A PC Charitable Event 5,000

CLIMATE GROUP INC

125 W 25TH ST FL 2
NEW YORK,NY10001
N/A PC General & Unrestricted 1,000

CODORNICES FOUNDATION

2637 ROSE ST
BERKELEY,CA94708
N/A PC General & Unrestricted 500

COMMUNITY KITCHENS INC

438 WAYNE AVE
OAKLAND,CA94606
N/A PC Charitable Event 5,000

COMMUNITY STUDIES OF NEW YORK INC

310 W 86TH ST APT 6B
NEW YORK,NY10024
N/A PC General & Unrestricted 1,000

CROATAN INSTITUTE

PO BOX 2044
DURHAM,NC27702
N/A PC Charitable Event 5,000

DIGDEEP RIGHT TO WATER PROJECT

932 WILSON STSUITE 2D
LOS ANGELES,CA90021
N/A PC General & Unrestricted 500

DIGITAL BRIDGES 4 NEPAL INC

3515 75TH ST APT 301
JACKSON HTS,NY11372
N/A PC General & Unrestricted 1,250

DRESS FOR SUCCESS SAN FRANCISCO

500 SUTTER ST
SAN FRANCISCO,CA94102
N/A PC Charitable Event 5,000

EARTHJUSTICE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111
N/A PC General & Unrestricted 5,000

EARTHRIGHTS INTERNATIONAL INC

1612 K ST NW STE 800
WASHINGTON,DC20006
N/A PC General & Unrestricted 1,000

EAST BAY COMMUNITY FOUNDATION

200 FRANK H OGAWA PLZ
OAKLAND,CA94612
N/A PC General & Unrestricted 5,000

EDWARD CHARLES FOUNDATION

269 S BEVERLY DR STE 338
BEVERLY HILLS,CA90212
N/A PC IDIF Support fUND 10,000

EMPOWER WORK INC

PO BOX 170562
SAN FRANCISCO,CA94117
N/A PC General & Unrestricted 10,000

EQUAL RIGHTS ADVOCATES INC

611 MISSION ST FL 4
SAN FRANCISCO,CA94105
N/A PC ERA 2023 Gala 5,000

FORGE SURVIVORSHIP CENTER

1321 19TH ST S
BIRMINGHAM,AL35205
N/A PC General & Unrestricted 200

FOUNDATION FOR NATIONAL PROGRESS

222 SUTTER ST STE 600
SAN FRANCISCO,CA94108
N/A PC the Mother Jones Investigative Fund 5,000

FUND FOR WOMENS EQUALITY INC

1 THOMAS CIR NW STE 700
WASHINGTON,DC20005
N/A PC General & Unrestricted 5,000

FUTURE TALENT OF SILICON VALLEY

2797 PARK AVE STE 205
SANTA CLARA,CA95050
N/A PC General & Unrestricted 500

GASP

2320 HIGHLAND AVE S STE 270
BIRMINGHAM,AL35205
N/A PC General & Unrestricted 400

GEORGE MARK CHILDRENS FUND

2121 GEORGE MARK LN
SAN LEANDRO,CA94578
N/A PC Charitable Event 7,500

GIRLS INCORPORATED OF ALAMEDA COUNTY

510 16TH ST
OAKLAND,CA94612
N/A PC Charitable Event 6,500

GIRLS INCORPORATED OF ALAMEDA COUNTY

510 16TH ST
OAKLAND,CA94612
N/A PC Charitable Event 3,000

GIRLS WHO CLICK

PO BOX 26
PETALUMA,CA94953
N/A PC General & Unrestricted 250

GREEN CORPS INC

1543 WAZEE ST STE 300
DENVER,CO80202
N/A PC General & Unrestricted 500

GREENPEACE FUND INC

1300 EYE ST NW SUITE 1100 EAST
WASHINGTON,DC20005
N/A PC General & Unrestricted 10,000

GRIST MAGAZINE INC

1501 E MADISON ST SUITE 650
SEATTLE,WA98122
N/A PC General & Unrestricted 1,000

HOMELESS PRENATAL PROGRAM INC

2500 18TH ST
SAN FRANCISCO,CA94110
N/A PC General & Unrestricted 1,000

IGNITE

510 16TH ST
OAKLAND,CA94612
N/A PC General & Unrestricted 10,000

IMPACTASSETS INC

4340 EAST WEST HWY STE 210
BETHESDA,MD20814
N/A PC Heading For Change fUND 5,000

KITTY KAT HAVEN & RESCUE

3432 OLD COLUMBIANA RD
HOOVER,AL35226
N/A PC General & Unrestricted 200

LAST CHANCE ENDEAVORS INC

3619 4TH AVE
COLUMBUS,GA31904
N/A PC In support of The Conservation Connection 2,500

LEADERSHIP BRAINERY

266 A BEACON ST
BOSTON,MA02116
N/A PC General & Unrestricted 1,000

MARY GRAHAM CHILDRENS SHELTER FOUNDATION

PO BOX 792
STOCKTON,CA95201
N/A PC General & Unrestricted 500

MOSAIC PROJECT

478 SANTA CLARA AVE STE 200
OAKLAND,CA94610
N/A PC Charitable Event 10,000

MOSAIC PROJECT

478 SANTA CLARA AVE STE 200
OAKLAND,CA94610
N/A PC Mosaic Brunch Event 10,000

MUSCOGEE CREEK INDIAN FREEDMEN BAND ASSOCIATION

601 S I35 BOX 6366
MOORE,OK73160
N/A PC General & Unrestricted 500

OAKLAND CHILDRENS FAIRYLAND INC

699 BELLEVUE AVE
OAKLAND,CA94610
N/A PC Charitable Event 5,000

OAKLAND PROMISE

360 GRAND AVE 363
OAKLAND,CA94610
N/A PC General & Unrestricted 1,000

OMNI COMMONS

4799 SHATTUCK AVE
OAKLAND,CA94609
N/A PC General & Unrestricted 2,500

OUTDOOR AFRO

2323 BROADWAY
OAKLAND,CA94612
N/A PC General & Unrestricted 5,000

PACHAMAMA ALLIANCE

PRESIDIO BLDG 1009 PO BOX 29191
SAN FRANCISCO,CA94129
N/A PC Charitable Event 10,000

PLANTING JUSTICE

319 105TH AVE
OAKLAND,CA94603
N/A PC General & Unrestricted 5,000

POSSIBILITY LABS

1410 FRANKLIN ST 135
SAN FRANCISCO,CA94109
N/A PC Just Economy Institute fund 10,000

RAINFOREST ACTION NETWORK

425 BUSH ST SUITE 300
SAN FRANCISCO,CA94108
N/A PC Charitable Event 5,000

REBECCA BENDER INITIATIVE

445 E FM 1382 STE 3 218
CEDARS HILL,TX75104
N/A PC General & Unrestricted 5,000

ROCK THE VOTE

200 MASSACHUSETTS AVE NW STE 700
WASHINGTON,DC20001
N/A PC General & Unrestricted 5,000

RUKMINI FOUNDATION

121 MARKHAM DR
PITTSBURGH,PA15228
N/A PC General & Unrestricted 250

SAN FRANCISCO FILM SOCIETY

455 9TH ST
SAN FRANCISCO,CA94103
N/A PC Fund the Future of Film Initiative 1,000

SAN FRANCISCO MIME TROUPE

855 TREAT AVE
SAN FRANCISCO,CA94110
N/A PC General & Unrestricted 1,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470
N/A PC General & Unrestricted 300

SDG IMPACT FUND INC

475 E MAIN ST 154
CARTERSVILLE,GA30121
N/A PC The Four Worlds Global Impact Fund 5,000

SOCIAL GOOD FUND INC

PO BOX 5473
RICHMOND,CA94805
N/A PC Studio Pathways Event Sponsorship Fund 1,500

SOGOREA TE LAND TRUST

2501 HARRISON ST
OAKLAND,CA94612
N/A PC General & Unrestricted 5,000

SOUTH SUBURBAN HUMANE SOCIETY

21800 CENTRAL AVE
MATTESON,IL60443
N/A PC General & Unrestricted 2,500

TEN STRANDS

PO BOX 150869
SAN RAFAEL,CA94915
N/A PC General & Unrestricted 5,000

THE CRANE INSTITUTE OF SUSTAINABILITY INC

PO BOX 983
ANDOVER,MA01810
N/A PC Charitable Event 2,500

THE EDIBLE SCHOOLYARD PROJECT

1517 SHATTUCK AVE
BERKELEY,CA94709
N/A PC Charitable Event 1,000

THE THRESHOLD FOUNDATION

12 MAIN ST PMB 1508
BREWSTER,NY10509
N/A PC Endowment fund 18,000

THE THRESHOLD FOUNDATION

12 MAIN ST PMB 1508
BREWSTER,NY10509
N/A PC General & Unrestricted 5,000

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069
N/A PC General & Unrestricted 2,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088
N/A PC Movement Voter Fund 2,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088
N/A PC 1060 California Table Fund - Tides Center 10,000

TONIIC INSTITUTE

PO BOX 6866
BEND,OR97708
N/A PC General & Unrestricted 6,000

UC BERKELEY FOUNDATION - HAAS SCHOOL OF BUSINESS

1995 UNIVERSITY AVE STE 400
BERKELEY,CA94704
N/A PC General & Unrestricted 6,000

UE RESEARCH AND EDUCATION FUND

FOUR SMITHFIELD ST - 9TH FLOOR
PITTSBURGH,PA15222
N/A PC General & Unrestricted 2,500

ULTRAVIOLET EDUCATION FUND

PO BOX 92592
WASHINGTON,DC20090
N/A PC General & Unrestricted 5,000

UNCOMMON LAW

318 HARRISON ST STE 103
OAKLAND,CA94607
N/A PC Charitable Event 5,000

UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

1995 UNIVERSITY AVE STE 400
BERKELEY,CA94704
N/A PC funds for the Charter Hill Society, The School of Education 5,000

WOMEN DONORS NETWORK

PO BOX 2930
SAN FRANCISCO,CA94126
N/A PC General & Unrestricted 5,000

WOMEN DONORS NETWORK

PO BOX 2930
SAN FRANCISCO,CA94126
N/A PC 2023 Annual Fund 5,000

WOMEN OF THE WORLD ENDOWMENT INC

7272 WISCONSIN AVE STE 200
BETHESDA,MD20814
N/A PC General & Unrestricted 5,000

WOMENS FOUNDATION OF CALIFORNIA

1301 CLAY ST UNIT 71719
OAKLAND,CA94612
N/A PC Charitable Event 5,000

WOMENS FOUNDATION OF FLORIDA INC

3826 BERESFORD RD E
WEST PALM BCH,FL33417
N/A PC General & Unrestricted 2,500

YELLOWHAMMER FUND

PO BOX 610250
BIRMINGHAM,AL35261
N/A PC General & Unrestricted 300

YOSEMITE CLIMBING ASSOCIATION

PO BOX 2006
MARIPOSA,CA95338
N/A PC General & Unrestricted 500

YOUTH FOR ENVIRONMENTAL SANITY

3240 KING ST
BERKELEY,CA94703
N/A PC General & Unrestricted 1,000
Total .................................right arrow 3a 383,250
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 22,184  
4 Dividends and interest from securities ....     14 124,848  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 67,926  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   214,958  
13Total. Add line 12, columns (b), (d), and (e)..................
13
214,958
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
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 taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
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
2023
Name of the organization
Nia Community Foundation
 
Employer identification number

45-5624662
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Nia Community Foundation
 
Employer identification number
45-5624662
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
1
Hull Blair
141 W Jackson Blvd Suite 1650
 
Chicago, IL60604

$ 250,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Nia Community Foundation
 
Employer identification number

45-5624662
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Nia Community Foundation
 
Employer identification number

45-5624662
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) (2023)
Additional Data


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TY 2023 DepreciationSchedule
Name:
Nia Community Foundation
EIN:
45-5624662
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
Nia Community Foundation
EIN:
45-5624662
Name of Stock End of Year Book Value End of Year Fair Market Value
AMERESCO INC CL A 20,613 55,201
APPLE INC 100,173 267,232
ATLASSIAN CORP CL A 49,711 83,251
AUTODESK, INC 62,118 86,435
AZURE POWER GLOBAL LTD 180,610 6,106
BLOCK INC 129,583 110,920
BROOKFIELD RENEWABLE CORP CL A 324,810 370,815
CALIFORNIA WATER SVC 85,034 95,181
CITY DEVELOPMENTS LT 128,572 119,161
CRISPR THERAPEUTICS AG 216,198 189,741
DIGITAL RLTY TR INC 9,180 7,671
EDITAS MEDICINE INC 129,995 38,200
ETSY INC 110,221 124,736
FIDELITY ADVISOR SUSTAINABLE U 421,736 502,385
FIDELITY ENVIRONMENT & ALTERNA 84,276 98,987
FIDELITY SUSTAINABLE EMERGING 426,918 433,144
FIDELITY SUSTAINABLE INTERNATI 425,983 447,276
FIDELITY WOMEN'S LEADERSHIP FU 84,414 98,914
FIRST SOLAR INC 160,706 527,005
FORTINET INC 99,984 279,481
GILEAD SCIENCES INC 108,892 134,558
GROUPE DANONE ADS 264,019 231,170
HANNON ARMSTRONG SUST INFRAST 193,644 236,967
HOLOGIC, INC 84,425 109,819
INFINEON TECH ADS 207,832 303,496
INTERNATIONAL BUSINESS MACHINE 311,404 405,113
INVITAE CORP 118,510 2,909
KONINKLIJKE PHILIPS ELECTRONIC 188,511 97,193
KYNDRYL HOLDINGS INC 13,584 10,286
MATERIALISE NV 110,321 36,744
MAXEON SOLAR TECHNOLOGIES LTD 324,890 83,143
MILLERKNOLL LLC 96,501 72,756
MODERNA, INC 142,134 161,805
MUELLER WATER PRODUCTS INC 88,507 91,814
NIA IMPACT SOLUTIONS FUND 352,807 379,369
ORASURE TECHNOLOGIES INC 149,129 89,175
PALO ALTO NETWORKS INC 105,608 419,319
PLURI INC 193,514 21,746
PROGYNY ORD SHS 118,044 95,739
SANLAM LTD SPONSORED ADR (SOUT 134,383 115,023
SCHNITZER STEEL INDUSTRIES, IN 125,491 128,059
SOLAREDGE TECHNOLOGIES INC 126,450 38,938
SPLUNK INC 184,112 170,937
STEELECASE INC 142,489 114,731
STMICROELECTRONICS 149,955 309,051
SUNPOWER CORP 184,353 68,861
SUNRUN INC 27,269 49,605
TAIWAN SEMICONDUCTOR MFG CO LT 226,205 291,408
TESLA MOTORS INC 21,302 245,995
THE HAIN CELESTIAL GROUP, INC 79,980 30,956
TPI COMPOSITES INC 138,154 23,925
TREE.COM, INC 159,121 20,709
UNIVERSAL DISPLAY CORP 125,559 184,375
VESTAS WIND SYS UNSP/ADR 162,744 392,085
VITA COCO CO INC 85,811 83,106
WHERE FOOD COMES FROM ORD SHS 92,593 116,997
WOLTERS KLUWER S/ADR 129,811 222,737
XYLEM INC 144,352 205,505
ZOOM VIDEO COMMUNICATIONS INC 86,914 16,252

TY 2023 InvestmentsOtherSchedule2
Name:
Nia Community Foundation
EIN:
45-5624662
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RED BAY COFFEE COMPANY, INC   12,500 12,479

TY 2023 OtherExpensesSchedule
Name:
Nia Community Foundation
EIN:
45-5624662
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 31,155     31,155
Bank Charges 1,589 1,589    
State or Local Filing Fees 25     25


TY 2023 OtherIncreasesSchedule
Name:
Nia Community Foundation
EIN:
45-5624662
Description Amount
RETURNED GRANTS 5,000


TY 2023 TaxesSchedule
Name:
Nia Community Foundation
EIN:
45-5624662
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 1,800      
990-PF Excise Tax for 2022 50      
990-PF Extension for 2022 21,000      
Foreign Tax Paid 4,796 4,796